2021-02-01T11:45:52-07:00 2020-06-30 990 2019-07-01 231352664 MUHLENBERG COLLEGE MUHL 4846643140 2400 Chew Street Allentown PA 18104 Jason Feiertag Chief Budget & Accounting Officer 4846643140 2021-01-08 2019 2022-09-23 18:48:47Z Kathleen Harring 2400 Chew Street Allentown PA 18104 211274015 0 X www.muhlenberg.edu X 1848 PA Muhlenberg aims to help students become independent critical thinkers who are intellectually agile, characterized by a zest for reasoned and civil debate, knowledgeable about the achievements and traditions of diverse civilizations and cultures, able to express ideas with clarity and grace, committed to life-long learning, equipped with ethical and civic values and prepared for lives of leadership and service. 30 30 2235 250 196927 172851 8525337 9381318 137774634 137048412 28145978 34904567 2001638 2280319 176447587 183614616 52253801 58255884 0 0 57825580 58477158 360000 150042 4445579 46316345 44606228 156755726 161489312 19691861 22125304 533194400 527977730 92835159 93489947 440359241 434487783 Muhlenberg aims to help students become independent critical thinkers who are intellectually agile, characterized by a zest for reasoned and civil debate, knowledgeable about the achievements and traditions of diverse civilizations and cultures, able to express ideas with clarity and grace, committed to life-long learning, equipped with ethical and civic values and prepared for lives of leadership and service. 0 0 40395082 0 116560261 Instruction and research expenditures for approximately 2,063 full-time undergraduate students. The College offers 40 majors in the humanities, fine arts, social sciences and natural sciences, in addition to strong pre-professional programs in such areas as pre-health, pre-law, pre-theology, business and education. Muhlenberg professors are experts in their fields. They conduct cutting-edge research, publish books and articles, are quoted in the media, present at conferences, and win awards. Muhlenberg professors are the force behind the College's unmatched connectivity. They drive the rich and rewarding curriculum, which connects and combines classical liberal arts with outstanding pre-professional study. 85150460 58255884 36803110 Other program services: Library, depreciation, interest, non-cash financial aid, amortization of bond settlement costs (2,063 full-time undergraduate students). Student services including recruitment for admission, counseling, a nationally recognized peer tutoring program, career development, financial aid administration, and student record administration. All of these services contribute to the sense of connectivity experienced by Muhlenberg students while interacting in the campus community. 11160638 20869927 Auxiliary services: housing of 1,775 students; meals for approximately 1,625 students; a College bookstore for approximately 2,063 full-time students and 808 employees. 9721615 0 Operation and maintenance of physical plant: educational and administrative buildings and grounds (98 buildings). The beautiful 91 acre campus is highlighted by Gothic architecture and its signature historical buildings the Haas College Center, Baker Center for the Arts and Egner Memorial Chapel. Recent additions include a state of the art science building, additions to the Seegers Union building including a beautiful new campus restaurant, and eight spectacular new residence halls over the past decade. 9721615 0 0 146427795 1 1 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 1 1 1 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 253 0 1 2235 1 1 1 1 BD CJ EI VI 0 0 0 0 0 0 0 0 0 1 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AR CO KY MI NH NJ OR SC X X X Muhlenberg College 4846643140 2400 Chew Street Allentown PA 18104 Mr John I Williams Jr Former President 0 0 X 458511 0 14463 Dr Kathleen Harring President 40 0 X 257026 0 56972 Mr Kent Dyer Chief Business Officer and Treasurer 40 0 X 228702 0 54180 Ms Rebekkah Kojku Vice President of Advancement and Alumni Relations 40 0 X 215334 0 54989 Dr Daniel Klem Professor 40 0 X 181222 0 39355 Mr Robert Springall Vice President of Enrollment Management 40 0 X 168443 0 45304 Mr Bruce Anderson Provost 40 0 X 147424 0 62126 Ms Allison Gulati Dean of Students 40 0 X 152096 0 48748 Mr Brian Speer Vice President of Communications 40 0 X 158470 0 39169 Mr Curtis Dretsch Professor 40 0 X 163296 0 32873 Mr Charles Richter Professor 40 0 X 167852 0 26459 Mr Jason Feiertag Chief Budget and Accounting Officer 40 0 X 131172 0 45060 Ms Deborah Kipp Senior Assistant Vice President of Advancement 40 0 X 140096 0 31706 Dr Karen Dearborn Professor 40 0 X 137299 0 20391 Mr Allan Chen Chief Information Officer 40 0 X 103831 0 15573 Mr Timothy Foley Interim Chief Information Officer 40 0 X 68123 0 6211 Mr Douglas J Peebles Trustee 2 0 X 0 0 0 Mr Kenneth M Baht Trustee 2 0 X 0 0 0 Mr Bruce Bird Trustee 2 0 X 0 0 0 Mr Gerald Galgano Trustee 2 0 X 0 0 0 Mr Vincent Galgano Trustee 2 0 X 0 0 0 Mr Shannon Gary Trustee 2 0 X 0 0 0 Mr David P Jenkins Trustee 2 0 X 0 0 0 Mr John D Ladley Trustee 2 0 X 0 0 0 Ms Lucy J Puryear Trustee 2 0 X 0 0 0 Mr Timothy P Walbert Trustee 2 0 X 0 0 0 Mr Lance Bruck Trustee 2 0 X 0 0 0 Mr Richard C Crist Jr Chairman of the Board of Trustees 4 0 X 0 0 0 Mr Richard P Romeo Secretary to the Board of Trustees 4 0 X 0 0 0 Ms Nancy Hutton Trustee 2 0 X 0 0 0 Mr Lawrence A Jacobs Trustee 2 0 X 0 0 0 Mr Raymon W McDaniel Jr Trustee 2 0 X 0 0 0 Mr Harold Stovall Trustee 2 0 X 0 0 0 Ms Beatrice ODonnell Trustee 2 0 X 0 0 0 Ms Beth Adderly Donaldson Trustee 2 0 X 0 0 0 Ms Donna Bradley Tyson Trustee 2 0 X 0 0 0 Ms Julie P Hamre Trustee 2 0 X 0 0 0 Mr David Silber Trustee 2 0 X 0 0 0 Ms Kim Bleimann Trustee 2 0 X 0 0 0 Ms Linda Cenci Trustee 2 0 X 0 0 0 Ms Tammy L Bormann 2nd Vice Chair 4 0 X 0 0 0 Mr Dennis Williams Jr Trustee 2 0 X 0 0 0 Rev Wilma S Kucharek Trustee 2 0 X 0 0 0 Rev Samuel R Zeiser PhD Trustee 2 0 X 0 0 0 Ms Sandra L Smith Bodnyk Trustee 2 0 X 0 0 0 Rev Patricia Davenport Trustee 2 0 X 0 0 0 2878897 0 593579 69 1 1 0 Sodexo Dining Services 4880 Paysphere Circle Chicago IL 60674 dining services 8171411 Collaborative Solutions LLC 11190 Sunrise Valley Drive Suite 110 Reston VA 20191 software implementation partners 2474955 Jerdon Construction Services 5925 Tilghman Streetr Allentown PA 18104 construction services 466163 Ebsco Information Services PO Box 20461 Dallas TX 753204661 subscription services 374974 Comm Tech AV LLC 6786 Stone Croft Circle Macungie PA 18062 audio visual services and supplies 343723 26 0 0 0 0 1751507 7629811 574758 9381318 tuition and fees 900099 116560261 116560261 0 0 Auxiliary enterprises 721000 20487151 20427601 59550 0 game admissions 711210 1000 1000 0 0 0 0 0 0 137048412 15093645 15093645 0 0 0 0 0 0 68915 0 68915 0 0 0 46701558 0 26890636 0 19810922 0 19810922 19810922 0 0 0 1151539 768763 382776 382776 0 0 fines 900099 21485 21485 0 0 1807143 1738681 68462 0 1828628 183614616 174036371 196927 0 0 0 54713123 54713123 3542761 3542761 0 0 1978255 433732 1058059 486464 0 0 0 0 42431741 36433300 3880706 2117735 849092 455345 125804 267943 12537808 11022604 1002949 512255 680262 321328 171021 187913 0 0 0 0 294601 1825 282654 10122 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161489312 Schedule D, Part III, Line 4 The Martin Art Gallery of Muhlenberg College provides the Muhlenberg and Lehigh Valley communities with significant opportunities for increased understanding of the visual arts, art history, and cultural diversity through exhibitions of works from the College's collection. The Gallery's exhibitions are enhanced by gallery talks, artist receptions, and cross-curriculum programs. The Gallery occupies a prominent location in the Baker Center for the Arts. Schedule D, Part IV, Line 1b The College holds funds for student clubs and organizations as well as the Woman's Auxiliary of Muhlenberg College. Schedule D, Part IV, Line 2b The College holds funds for student clubs and organizations as well as the Women's Auxiliary of Muhlenberg College. Schedule D, Part V, Line 4 Endowment funds support student financial aid, professorships, research and operations of the College. Schedule D, Part X, Line 2 As of June 30, 2020, the College was unable to estimate the range of settlement dates and the related probabilities of certain asbestos remediation asset retirement obligations ("ARO's"). These conditional ARO's are primarily related to the asbestos the College would remediate only if it performed major renovations of certain buildings. Because the conditional obligations have indeterminate settlement dates, the College could not develop a reasonable estimate of their values. The College will continue to assess its ability to estimate fair values at each future reporting date. The related liability will be recognized once sufficient additional information becomes available. Schedule D, Part XI, Line 2d Investment management fees and cost of goods sold from the College Bookstore Schedule D, Part XII, Line 2d Cost of good sold from College bookstore and endowment gains used to meet spending policy. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 Muhlenberg College does not discriminate against any person based on age, color, disability, gender, gender identity, national or ethnic origin, race, religion, sexual orientation, veteran status, or any other basis protected by applicable federal, state or local laws. Inquiries regarding this policy and complaints of discrimination in violation of this policy may be directed to Jill Walsh, Vice President of Human Resources, Muhlenberg College, Allentown, PA 18104. (484) 664-3165. Complaints will be handled in accordance with the appropriate procedures established for resolving such complaints as set forth in student, faculty and staff handbooks. In addition, student inquiries concerning Title IX of the Education Amendments of 1972 (prohibiting discrimination on the basis of sex) may be directed to: Lin-Chi Wang, Title IX Coordinator, Muhlenberg College, Allentown, PA 18104. Individuals with complaints of this nature also have the right to file a formal complaint with the United States Department of Education: Office for Civil Rights (OCR) http://www.ed.gov.ocr Schedule E, Part I, Line 6 The College receives and administers financial aid for Muhlenberg College students. 1 Europe (including Iceland and Greenland) 0 2 Program Services Muhlenberg professors taught Muhlenberg students while abroad in Dublin and Maastricht. 212152 0 2 212152 financial aid applied to cost of attendance Europe (including Iceland and Greenland) 172 0 credit against tuition and fees 2258162 financial aid applied to cost of attendance cash value financial aid East Asia and the Pacific 27 0 0 504354 financial aid applied against tuition and fees cash value financial aid Central America and the Caribbean 6 0 0 114825 financial aid applied against tuition and fees cash value financial aid Middle East and North Africa 8 0 0 84472 financial aid applied as credit against tuition and fees cash value financial aid Russia and the newly independent States 2 0 30500 financial aid applied as a credit against tuition and fees cash value financial aid South America 8 0 0 118581 financial aid applied as a credit against tuition and fees cash value financial aid South Asia 2 0 0 50000 financial aid applied as a credit against tuition and fees cash value financial aid Sub-Saharan Africa 9 0 0 381867 financial aid applied as a credit against tuition and fees cash value 1 0 0 1 1 0 Schedule F, Part I, Line 2 Grants are made to Muhlenberg students studying abroad as well as foreign students enrolled at Muhlenberg. Grants are applied as credits against tuition and fees. Muhlenberg faculty review and approve programs of foreign countries before students are permitted to enroll in programs outside of the U.S.. X X X X X X 1 Community Counseling Service Co LLC PO Box 824885 Philadelphia PA 191824885 provided College with fund raising campaign counseling services 0 0 150042 -150042 0 150042 -150042 AK AR AZ CA CO CT FL IL KY MA MD ME MI MN MS NC NH NJ NY OH OK OR PA SC TN UT VA WA WI WV 1 Research assistant stipends 20 17392 0 cash value academic awards 91 76654 67965 cash value credit against tuition and fees travel assistance grants 40 17450 0 cash value summer research grants 61 170325 66928 cash value credit against tuition and fees financial aid grants 1917 0 54296409 cash value credit against tuition and fees Schedule I, Part I, Line 2 The College maintains records for all Muhlenberg students receiving financial assistance administered by the College. Records include academic performance and information regarding family/household income. X X X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 Mr Douglas J Peebles Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Kenneth M Baht Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Bruce Bird Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Gerald Galgano Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Vincent Galgano Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Shannon Gary Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr David P Jenkins Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr John D Ladley Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Lucy J Puryear Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Timothy P Walbert Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Lance Bruck Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Richard C Crist Jr Chairman of the Board of Trustees 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Richard P Romeo Secretary to the Board of Trustees 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Nancy Hutton Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Lawrence A Jacobs Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Raymon W McDaniel Jr Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Harold Stovall Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Beatrice ODonnell Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Beth Adderly Donaldson Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Donna Bradley Tyson Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Julie P Hamre Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr David Silber Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Kim Bleimann Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Linda Cenci Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Tammy L Bormann 2nd Vice Chair 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Dennis Williams Jr Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rev Wilma S Kucharek Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rev Samuel R Zeiser PhD Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ms Sandra L Smith Bodnyk Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Rev Patricia Davenport Trustee 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Mr Kent Dyer Chief Business Officer and Treasurer 220654 0 0 0 8049 0 27604 0 26576 0 282883 0 0 0 Mr John I Williams Jr Former President 455731 0 0 0 2780 0 0 0 14463 0 472974 0 0 0 Ms Rebekkah Kojku Vice President of Advancement and Alumni Relations 200563 0 0 0 14771 0 23380 0 31609 0 270323 0 0 0 Mr Allan Chen Chief Information Officer 103831 0 0 0 0 0 2596 0 12977 0 119404 0 0 0 Mr Robert Springall Vice President of Enrollment Management 168443 0 0 0 0 0 19510 0 25794 0 213747 0 0 0 Ms Allison Gulati Dean of Students 152096 0 0 0 0 0 17689 0 31058 0 200843 0 0 0 Dr Kathleen Harring President 257026 0 0 0 0 0 29951 0 27021 0 313998 0 0 0 Mr Jason Feiertag Chief Budget and Accounting Officer 131172 0 0 0 0 0 14327 0 30733 0 176232 0 0 0 Mr Charles Richter Professor 167852 0 0 0 0 0 15941 0 10518 0 194311 0 0 0 Mr Curtis Dretsch Professor 163296 0 0 0 0 0 15846 0 17027 0 196169 0 0 0 Dr Karen Dearborn Professor 137299 0 0 0 0 0 11431 0 8960 0 157690 0 0 0 Dr Daniel Klem Professor 181222 0 0 0 0 0 14086 0 25270 0 220578 0 0 0 Mr Brian Speer Vice President of Communications 158470 0 0 0 0 0 14403 0 24766 0 197639 0 0 0 Mr Bruce Anderson Provost 147424 0 0 0 0 0 13475 0 48651 0 209550 0 0 0 Ms Deborah Kipp Senior Assistant Vice President of Advancement 140096 0 0 0 0 0 14814 0 16892 0 171802 0 0 0 Mr Timothy Foley Interim Chief Information Officer 68123 0 0 0 0 0 0 0 5211 0 73334 0 0 0 Schedule J, Part I, Line 1a Housing was provided for the President. Only a portion of the housing is considered taxable since a substantial portion of the residence is used for College events and activities. Transportation is provided for the President's spouse when their spouse is considered to be traveling on College business. Schedule J, Part I, Line 4 President Williams left the College as of June 17, 2019. President Williams received payments totaling $455,731 during the fiscal year ending June 30,2020. A Lehigh County General Purpose Authority 911886539 54280REJ5 2017-02-14 22217720 advanced refunding of 2009 bonds, renovations 0 0 0 B Lehigh County General Purpose Authority 911886539 54280RFF2 2019-02-28 43130000 finance refunding of Authority's College Revenue Bonds of 2008 0 0 0 A 1375000 0 22674248 0 0 0 318186 0 0 1514153 20851450 0 2019 0 1 1 1 B 1775000 0 43130000 0 0 0 374296 0 0 0 42755705 0 2019 1 0 1 1 A 0 0 1 1 0 0.0 0.0 0.0 1 0 1 B 0 0 1 1 0 0.0002 0.0002 0.0004 1 0 1 A 0 0 1 0 0 0 0 1 1 B 0 0 1 0 1 0 0 0 1 A 1 B 1 X 35 568665 market value X Oriental rug 1 4500 appraisal X donated time for closed captioning services 1 250 hourly rate X expenses associated with trip to University of Michigan 1 870 actual cost X cost of title transfer 1 119 actual cost X promotional coasters 1 353 cost of coasters 0 0 1 0 Form 990, Part VI, Section A, Line 2 Gerald and Vincent Galgano are brothers. Form 990, Part VI, Section B, Line 11b Trustees are provided a draft of the 990 return prior to submission. Trustees have the opportunity to review the return prior to submission. The return is reviewed in detail with management at a meeting of the Audit and Compliance Committee of the Board. Upon review and approval by the Board, the return is completed and submitted. Form 990, Part VI, Section B, Line 12c Conflict of interest disclosure forms are solicited and received from all employees and Trustees. Potential conflicts disclosed through this process are reviewed by the Audit and Compliance Committee of the Board of Trustees. Employees and Trustees are encouraged to report any new potential conflicts as they arise. Form 990, Part VI, Section B, Line 15 The annual compensation of the President is established by the Compensation Committee of the Board of Trustees, subject to approval by the full Board of Trustees. A wide array of feedback from stakeholders including Trustees, Parents Council, and the President's direct reports is reviewed by the Compensation Committee. In addition, the Human Resources Office provides comparative data from CUPA salary survey and collects data from 990 returns filed by College's competitors. The Compensation Committee also reviews the annual performance appraisals of other College officers. Form 990, Part VI, Section C, Line 19 990 returns, Conflict of Interest Policy and audited financial statements are all available on the College's website and by request. Form 990, Part XI, Line 9 Comprised of the change in the market value of swaption ($2,252,053) and endowment gains used to meet spending policy ($9,392,072) Charitable Gift Annuity Trusts (2) 2400 Chew Street Allentown PA 18104 annuity PA N/A T Charitable Remainder Unitrusts (8) 2400 Chew Street Allentown PA 18104 annuity PA N/A T Pooled Income Fund 2400 Chew Street Allentown PA 18104 annuity PA N/A T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Pooled Income Fund a-i 6514 cash received