LEHIGH UNIVERSITY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LEHIGH UNIVERSITY (EIN 24-0795445)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-17
- IRS object ID
- 201231089349300243
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-17T15:50:15-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240795445 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEHIGH UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEHI | NameControl |
| Phone | 6107583140 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 BRODHEAD AVENUE | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 18015 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Denise M Blew | Name |
| Title | Associate VP Finance | Title |
| Date Signed | 2012-04-17 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673303000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALICE GAST | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 MEMORIAL DRIVE WEST | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 18015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1098233197 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEHIGH.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1866 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1682 | TotalNbrEmployees |
| Total Nbr Volunteers | 1379 | TotalNbrVolunteers |
| Total Gross UBI | 4072616 | TotalGrossUBI |
| Contributions Grants Prior Year | 88194884 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 91727586 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 260657028 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 270081351 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 89842426 | InvestmentIncomePriorYear |
| Investment Income Current Year | 84417021 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -3916290 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12249 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 434778048 | TotalRevenuePriorYear |
| Total Revenue Current Year | 446238207 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 76903341 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 78801688 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 177268815 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 181452369 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9845545 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 116832181 | OtherExpensePriorYear |
| Other Expenses Current Year | 125173618 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 371004337 | TotalExpensesPriorYear |
| Total Expenses Current Year | 385427675 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 63773711 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 60810532 | RevenuesLessExpensesCY |
| Total Assets BOY | 1689750156 | TotalAssetsBOY |
| Total Assets EOY | 1873165504 | TotalAssetsEOY |
| Total Liabilities BOY | 359329068 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 351550861 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1330421088 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1521614643 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LEHIGH UNIVERSITY ASPIRES TO BE A PREMIER RESEARCH UNIVERSITY AND IS FOCUSED ON ENHANCING ITS MISSION OF TEACHING, RESEARCH AND SERVICE. LEHIGH LOOKS TO MAKE A DIFFERENCE IN THE WORLD AS WELL AS PROVIDE OPPORTUNITIES FOR STUDENTS TO ACHIEVE GREATER SUCCESS AND PROVIDE THEM WITH THE SKILLS AND KNOWLEDGE NECESSARY TO MAKE A POSITIVE IMPACT IN THE WORLD. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 251888673 | Expense |
| Grants | 72851863 | Grants |
| Revenue | 223434706 | Revenue |
| Description | INSTRUCTION: LEHIGH IS AN INDEPENDENT, COEDUCATIONAL UNIVERSITY WITH PROGRAMS OFFERED IN FOUR COLLEGES: ARTS AND SCIENCES, BUSINESS, EDUCATION AND ENGINEERING. AN INTERDISCIPLINARY MINDSET HAS LONG BEEN A PART OF THE LEHIGH CULTURE AND IS EVIDENT IN THE UNIVERSITY'S APPROACH TO TEACHING AND RESEARCH. LEHIGH'S UNDERGRADUATE AND GRADUATE STUDENTS WORK IN A COLLABORATIVE ENVIRONMENT, WHERE THEY HAVE THE OPPORTUNITY TO WORK CLOSELY WITH FACULTY, STAFF AND FELLOW STUDENTS IN A SMALL, PERSONALIZED SETTING. LEHIGH'S FOUR COLLEGES OFFER UNDERGRADUATE, MASTER'S AND DOCTORAL DEGREES AND COLLABORATE ON A VARIETY OF CROSS-DISCIPLINARY PROGRAMS AND ON CROSS-COLLEGE FACULTY RESEARCH. LEHIGH OFFERS 12 UNDERGRADUATE AND GRADUATE DEGREES AND OFFERS MORE THAN 90 UNDERGRADUATE PROGRAMS AND MAJORS, FEATURING MORE THAN 2,500 COURSES. THERE ARE 65 PROGRAMS OFFERED AT THE GRADUATE LEVEL. IN THE FALL OF 2010, LEHIGH UNDERGRADUATE ENROLLMENT WAS 4,757 FTE UNDERGRADUATE STUDENTS AND 1,625 FTE GRADUATE STUDENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 36693383 | Expense |
| Grants | 3481769 | Grants |
| Revenue | 31537876 | Revenue |
| Description | RESEARCH: LEHIGH IS COMMITTED TO THE PURSUIT OF NEW KNOWLEDGE, CREATIVE DISCOVERY, AND SCHOLARLY INQUIRY, ESTABLISHING A VIBRANT INTELLECTUAL CULTURE THAT PERVADES THE CAMPUS COMMUNITY. FACULTY RESEARCH AND CREATIVE WORK HAS BEEN RECOGNIZED NATIONALLY AND INTERNATIONALLY BY HIGH HONORS FROM PEERS, SIGNIFICANT GRANTS AND FUNDING, PATENTS GRANTED, AND NUMEROUS AND VARIED AWARDS. LEHIGH FACULTY HAVE CONTRIBUTED TO ADVANCEMENTS IN THEIR DISCIPLINES AND HAVE BEEN AT THE FOREFRONT OF MAJOR DISCOVERIES THAT HAVE IMPROVED THE LIVES OF MILLIONS. THIS SCHOLARLY INQUIRY AND RESEARCH POSITIVELY IMPACTS AND ENHANCES THE LEARNING EXPERIENCE IN THE CLASSROOM. TOGETHER WITH TRADITIONAL FACULTY SCHOLARSHIP ACTIVITIES, IN FISCAL YEAR 2011, APPROXIMATELY 594 ACTIVELY SUPPORTED RESEARCH PROJECTS WERE BEING CONDUCTED. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 32059442 | Expense |
| Grants | 759072 | Grants |
| Revenue | 38442267 | Revenue |
| Description | AUXILIARY SERVICES: STUDENT LIFE AT LEHIGH CREATES A BALANCED EDUCATIONAL EXPERIENCE THAT INTEGRATES FORMAL STUDIES WITH RESIDENTIAL LIFE AND A VIBRANT ARRAY OF STUDENT ORGANIZATIONS AND ACTIVITIES. LEHIGH IS A CARING COMMUNITY DEEPLY COMMITTED TO HARMONIOUS CULTURAL DIVERSITY AS AN ESSENTIAL ELEMENT OF THE LEARNING ENVIRONMENT. IN ORDER THAT ALL MEMBERS OF THE LEHIGH COMMUNITY MIGHT DEVELOP AS EFFECTIVE AND ENLIGHTENED CITIZENS, THE UNIVERSITY ENCOURAGES PHYSICAL, SOCIAL, ETHICAL AND SPIRITUAL DEVELOPMENT AS WELL AS RIGOROUS INTELLECTUAL DEVELOPMENT. IN FISCAL YEAR 2011, APPROXIMATELY 3,279 UNDERGRADUATE STUDENTS RESIDED IN RESIDENCE HALLS, FRATERNITIES OR SORORITIES AND 261 RESIDENTS OCCUPIED GRADUATE HOUSING ON LEHIGH'S CAMPUS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 27449398 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1708984 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 64998763 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 348090896 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 9564 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1682 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHY MILLER CONTROLLER | NamePerson |
| Telephone Number | 6107583140 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LEHIGH UNIVERSITY 524 BRODHEAD AVE | AddressLine1 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 18015 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DANIEL E SMITH JR | ||||||||
| CHAIRMAN BOARD OF TRUSTEES | 3.0 | X | 0 | 0 | 0 | |||
| WILLIAM F HECHT | ||||||||
| VICE CHAIR BOARD OF TRUSTEES | 2.0 | X | 0 | 0 | 0 | |||
| DENNIS E SINGLETON | ||||||||
| VICE CHAIR BOARD OF TRUSTEES | 2.0 | X | 0 | 0 | 0 | |||
| PETER E BENNETT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| NANCY M BERMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT L BROWN III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARIA K CHRIN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KEVIN L CLAYTON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JANET G DAVIDSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PATRICK A FISCHER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| EDUARDO D GLANDT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARGARET E GOODMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DANIEL HAIME | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS HEALY JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FRANCIS J INGRASSIA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JANE P JAMIESON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PAUL N LEITNER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN E MCGLADE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARC L PALEY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOSEPH R PERELLA | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| J STUART RYAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BRAD ERIC SCHELER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| SARATH SETHI | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| TARA I STACOM | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ELLIOT J SUSSMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RALPH ALBERT THOMAS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KATHLEEN D TRIMBLE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| RONALD J ULRICH | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| KAREN O'DONNELL VANDERGOOT | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN J VRESICS JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WENDELL P WEEKS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DEBORAH E ZAJAC | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL D ZISMAN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALICE P GAST | ||||||||
| PRESIDENT | 40.0 | 797240 | 0 | 120637 | X | |||
| PATRICK F FARRELL | ||||||||
| PROVOST | 40.0 | 375757 | 0 | 40509 | X | |||
| MARGARET F PLYMPTON | ||||||||
| VP FINANCE AND ADMIN | 40.0 | 272950 | 0 | 32508 | X | |||
| FRANK A ROTH | ||||||||
| GENERAL COUNSEL, SEC TO BD | 40.0 | 256581 | 0 | 42416 | X | |||
| DENISE M BLEW | ||||||||
| AVP FIN & ADMIN ASST SEC TREAS | 40.0 | 176972 | 0 | 37429 | X | |||
| DAVID L HAMMER | ||||||||
| ASSISTANT TREASURER | 40.0 | 82370 | 0 | 23662 | X | |||
| PETER M GILBERT | ||||||||
| CHIEF INVESTMENT OFFICER | 40.0 | 622791 | 0 | 41093 | X | |||
| ANNE S MELTZER | ||||||||
| DEAN, COL OF ARTS & SCIENCE | 40.0 | 251086 | 0 | 32368 | X | |||
| SZU-YUNG DAVID WU | ||||||||
| DEAN, PC ROSSIN COL OF ENGIN | 40.0 | 257061 | 0 | 45345 | X | |||
| PAUL R BROWN | ||||||||
| DEAN, COL OF BUS & ECONOMICS | 40.0 | 429514 | 0 | 28749 | X | |||
| MOHAMMED EL-AASSER | ||||||||
| VP INTERNATIONAL AFFAIRS | 40.0 | 362460 | 0 | 38168 | X | |||
| NANDKUMAR NAYAR | ||||||||
| PROFESSOR | 40.0 | 328428 | 0 | 37661 | X | |||
| JOSEPH P KENDER | ||||||||
| VP, ADVANCEMENT | 40.0 | 310609 | 0 | 42257 | X | |||
| MARTIN P HARMER | ||||||||
| PROFESSOR | 40.0 | 302465 | 0 | 27454 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4826284 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 590256 | TotalOtherCompensation |
| Number Individuals GT100 K | 320 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALVIN H BUTZ INC | |||||
| 840 HAMILTON ST SUITE 600 | ALLENTOWN | PA | 18105 | CONSTRUCTION MGMT | 13440232 |
| SODEXO INC AFFILIATES | |||||
| 4880 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | FOOD SERVICE | 9573722 |
| ABM JANITORIAL SERVICES | |||||
| PO BOX 198352 | ATLANTA | GA | 30384 | CUSTODIAL SERVICES | 7407461 |
| BRICKMAN GROUP LTD | |||||
| PO BOX 71358 | CHICAGO | IL | 606941358 | GROUNDS MAINTENANCE | 2013846 |
| ORLANDO DIEFENDERFER ELECTRIC | |||||
| 116 SOUTH SECOND STREET | ALLENTOWN | PA | 18105 | ELECTRICAL CONTRACT | 2060490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 263792 | FundraisingEvents |
| Government Grants | 37851621 | GovernmentGrants |
| All Other Contributions | 53612173 | AllOtherContributions |
| Noncash Contributions | 1044451 | NoncashContributions |
| Total Contributions | 91727586 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| AUXILIARY OPERATIONS | 721000 | 36733369 | 36663325 | 70044 |
| TUITION REVENUE | 900099 | 221919255 | 221919255 | |
| RENT & FEES AFFILIATED ORGS | 812900 | 382659 | 382659 | |
| OTHER SALES AND SERVICES | 900099 | 7880157 | 6898752 | 981405 |
| PROGRAM INVESTMENT INCOME | 525990 | 177068 | 177068 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2988843 | TotalRevenueColumn |
| Related Or Exempt Function Income | 644966 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2343877 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 270081351 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20544144 | TotalRevenueColumn |
| Unrelated Business Revenue | 677290 | UnrelatedBusinessRevenue |
| Exclusion | $19,866,854 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 104335 | TotalRevenueColumn |
| Exclusion | $104,335 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 162336 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 117761 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 44575 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44575 | TotalRevenueColumn |
| Exclusion | $44,575 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 715452930 | Securities |
| Other | 42699 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 651426327 | Securities |
| Other | 196425 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 64026603 | Securities |
| Other | -153726 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 63872877 | TotalRevenueColumn |
| Exclusion | $63,872,877 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 134181 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 263792 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 254477 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -120296 | TotalRevenueColumn |
| Exclusion | -$120,296 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALL OTHER REVENUE | Description |
| Total Revenue Column | -16365 | TotalRevenueColumn |
| Exclusion | -$16,365 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -16365 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 446238207 | TotalRevenueColumn |
| Related Or Exempt Function Income | 266686025 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4072616 | UnrelatedBusinessRevenue |
| Exclusion | $83,751,980 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3379350 | Total |
| Program Services | 3379350 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72415837 | Total |
| Program Services | 72415837 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3006501 | Total |
| Program Services | 3006501 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3437586 | Total |
| Program Services | 806179 | ProgramServices |
| Management And General | 2259257 | ManagementAndGeneral |
| Fundraising | 372150 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250523 | Total |
| Program Services | 250523 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137360926 | Total |
| Program Services | 126056362 | ProgramServices |
| Management And General | 7029937 | ManagementAndGeneral |
| Fundraising | 4274627 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11372526 | Total |
| Program Services | 10117672 | ProgramServices |
| Management And General | 871728 | ManagementAndGeneral |
| Fundraising | 383126 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19963636 | Total |
| Program Services | 17641779 | ProgramServices |
| Management And General | 1645024 | ManagementAndGeneral |
| Fundraising | 676833 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9067172 | Total |
| Program Services | 7978082 | ProgramServices |
| Management And General | 779740 | ManagementAndGeneral |
| Fundraising | 309350 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1134120 | Total |
| Program Services | 280070 | ProgramServices |
| Management And General | 852422 | ManagementAndGeneral |
| Fundraising | 1628 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271966 | Total |
| Program Services | 33490 | ProgramServices |
| Management And General | 238476 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66000 | Total |
| Program Services | 66000 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3831049 | Total |
| Management And General | 3831049 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15477448 | Total |
| Program Services | 13574216 | ProgramServices |
| Management And General | 1563078 | ManagementAndGeneral |
| Fundraising | 340154 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1449433 | Total |
| Program Services | 1206626 | ProgramServices |
| Management And General | 90036 | ManagementAndGeneral |
| Fundraising | 152771 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20235962 | Total |
| Program Services | 18563846 | ProgramServices |
| Management And General | 988533 | ManagementAndGeneral |
| Fundraising | 683583 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3750096 | Total |
| Program Services | 2788346 | ProgramServices |
| Management And General | 900226 | ManagementAndGeneral |
| Fundraising | 61524 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26642529 | Total |
| Program Services | 23546015 | ProgramServices |
| Management And General | 2183516 | ManagementAndGeneral |
| Fundraising | 912998 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5006036 | Total |
| Program Services | 4590059 | ProgramServices |
| Management And General | 111998 | ManagementAndGeneral |
| Fundraising | 303979 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3545 | Total |
| Program Services | 3545 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3944819 | Total |
| Program Services | 3559912 | ProgramServices |
| Management And General | 145189 | ManagementAndGeneral |
| Fundraising | 239718 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10806280 | Total |
| Program Services | 9510541 | ProgramServices |
| Management And General | 927691 | ManagementAndGeneral |
| Fundraising | 368048 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22334898 | Total |
| Program Services | 19652173 | ProgramServices |
| Management And General | 1920711 | ManagementAndGeneral |
| Fundraising | 762014 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1649786 | Total |
| Program Services | 708719 | ProgramServices |
| Management And General | 941067 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| NONCAPITALIZED EQUIPMENT | 1562206 | 1347608 | 211556 | 3042 |
| ATHLETIC PROGRAM | 2211189 | 2211189 | ||
| LIBRARY ACQUISITIONS | 4796256 | 4796256 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385427675 | Total |
| Program Services | 348090896 | ProgramServices |
| Management And General | 27491234 | ManagementAndGeneral |
| Fundraising | 9845545 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39801180 | BOY |
| EOY | 39138413 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58654776 | BOY |
| EOY | 75571558 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21519638 | BOY |
| EOY | 7614699 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1504208 | BOY |
| EOY | 1538611 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4164468 | BOY |
| EOY | 4165371 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 711426471 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 386847737 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324466148 | BOY |
| EOY | 324578734 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733686844 | BOY |
| EOY | 787562730 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 490842152 | BOY |
| EOY | 617435735 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8710390 | BOY |
| EOY | 8837510 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6400352 | BOY |
| EOY | 6722143 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1689750156 | BOY |
| EOY | 1873165504 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31138354 | BOY |
| EOY | 32512372 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20643022 | BOY |
| EOY | 21570343 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238211113 | BOY |
| EOY | 232452905 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69336579 | BOY |
| EOY | 65015241 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 359329068 | BOY |
| EOY | 351550861 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621558527 | BOY |
| EOY | 712598757 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 303874661 | BOY |
| EOY | 371574929 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 404987900 | BOY |
| EOY | 437440957 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1330421088 | BOY |
| EOY | 1521614643 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1689750156 | BOY |
| EOY | 1873165504 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 60810532 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 130383023 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 126152 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 126152 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 385301595 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 385427747 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 341424 | CurrentYearMinus3 |
| Current Year Minus2 | 266280 | CurrentYearMinus2 |
| Current Year Minus1 | 126196 | CurrentYearMinus1 |
| Current Year | 126152 | CurrentYear |
| Total | 860052 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 63213 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1117 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 10900 | RevenuesIncluded |
| Assets In Part X | 10911031 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 908589411 | BeginningOfYearBalance |
| Contributions | 26040767 | Contributions |
| Investment Earnings Or Losses | 178395353 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 18510425 | GrantsOrScholarships |
| Other Expenditures | 57266525 | OtherExpenditures |
| Administrative Expenses | 5303593 | AdministrativeExpenses |
| End Of Year Balance | 1031944988 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 852757357 | BeginningOfYearBalance |
| Contributions | 36294537 | Contributions |
| Investment Earnings Or Losses | 81575849 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 18672944 | GrantsOrScholarships |
| Other Expenditures | 37473413 | OtherExpenditures |
| Administrative Expenses | 5891975 | AdministrativeExpenses |
| End Of Year Balance | 908589411 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1102622019 | BeginningOfYearBalance |
| Contributions | 18225557 | Contributions |
| Investment Earnings Or Losses | -202784762 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 19265888 | GrantsOrScholarships |
| Other Expenditures | 41139663 | OtherExpenditures |
| Administrative Expenses | 4899906 | AdministrativeExpenses |
| End Of Year Balance | 852757357 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32300 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.32100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5646965 | OtherCostOrOtherBasis |
| Book Value | 5646965 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 468824743 | OtherCostOrOtherBasis |
| Depreciation | 218281095 | Depreciation |
| Book Value | 250543649 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 177318392 | OtherCostOrOtherBasis |
| Depreciation | 144735214 | Depreciation |
| Book Value | 32583178 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 59636370 | OtherCostOrOtherBasis |
| Depreciation | 23831428 | Depreciation |
| Book Value | 35804942 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 324578734 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY AND HEDGE FUNDS | 614409537 | F |
| LIFE INSURANCE & OTHER INVEST. | 3026198 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 617435735 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY PAYMENT LIABILITY | $21,602,700 |
| POSTRETIREMENT BENEFIT LIABILI | $32,821,000 |
| RATE SWAP LIABILITY | $846,161 |
| FIN47 ASSET RETIREMENT OBLIGAT | $3,009,834 |
| DEPOSITS HELD FOR OTHERS | $2,212,039 |
| STUDENT LOANS | $2,675,531 |
| OTHER LIABILITIES | $1,847,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 65015241 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART III | THE LEHIGH UNIVERSITY ART GALLERIES MAINTAIN AND DEVELOP THE UNIVERSITY'S PERMANENT ART COLLECTION EXHIBITIONS DESIGNED TO INSPIRE, DEVELOP AND PROMOTE VISUAL LITERACY AND CULTURAL UNDERSTANDING THROUGH CROSS-DISCIPLINARY EDUCATIONAL OPPORTUNITIES THAT SUPPLEMENT FORMAL CLASSROOM STUDY, AS AN EDUCATIONAL LABORATORY TO BENEFIT STUDENTS, FACULTY, AND THE COMMUNITY-AT-LARGE AS PART OF THE UNIVERSITY LEARNING EXPERIENCE. THE ART GALLERY MAINTAINS AND DEVELOPS THE UNIVERSITY'S WORLD-CLASS TEACHING COLLECTION OF OVER 11,000 OBJECTS AND PRESENTS APPROXIMATELY TWENTY EXHIBITIONS PER YEAR IN EIGHT CAMPUS GALLERIES. |
| PART V | THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 2,300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT CONSISTS OF FUNDS THAT ARE ACTIVELY MANAGED BY THE UNIVERSITY AS PART OF A SINGLE COMMINGLED INVESTMENT POOL AS WELL AS LIMITED NUMBER OF INDIVIDUAL FUNDS THAT ARE SEPARATELY INVESTED OR HELD IN TRUST BY OTHERS. THE PRINCIPAL FINANCIAL OBJECTIVE OF THE ENDOWMENT POOL IS THAT THE REAL PURCHASING POWER OF THE ENDOWMENT PRINCIPAL SHOULD BE PRESERVED AND IF POSSIBLE ENHANCED TO HELP ENSURE THE UNIVERSITY'S FINANCIAL FUTURE. EARNINGS ON ENDOWMENT FUNDS ARE DESIGNATED FOR SCHOLARSHIPS, FELLOWSHIPS, PROFESSORSHIPS, CHAIRS, STUDENT LOANS AND OTHER PURPOSES. ENDOWMENT CONTRIBUTIONS INCLUDE GIFTS AS WELL AS TRANSFERS TO BOARD DESIGNATED ENDOWMENT FUNDS. |
| PART X | THE UNIVERSITY HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(c)(3) OF THE UNITED STATES INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS, AND THE UNIVERSITY HAS NO TAX POSITIONS THAT ARE "MORE-LIKELY-THAN-NOT" FOR THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE E, PART I, LINE 3 | Identifier |
| Explanation | CATALOGS, BROCHURES, NEWSPAPER ADVERTISEMENTS AND OTHER MEDIA ANNOUNCING PROGRAMS OR SOLICITING STUDENTS INCLUDE A SUMMARY STATEMENT ON THE NONDISCRIMINATORY POLICY. SCHEDULE E, PART I, LINE 6A LEHIGH UNIVERSITY RECEIVES FUNDS FROM VARIOUS FEDERAL AND STATE GOVERNMENTAL AGENCIES UNDER THEIR RESPECTIVE STUDENT FINANCIAL AID ASSISTANCE PROGRAMS. FEDERAL GRANT PROGRAMS INCLUDE THE PELL, ACG, SMART, SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANT, COLLEGE WORK STUDY, AND THE PERKINS LOAN PROGRAM. THE STATE PROGRAM IS THE PA HIGHER EDUCATION ASSISTANCE AGENCY PROGRAM. GRANTS ARE ALSO RECEIVED FROM VARIOUS OTHER STATES. IN ADDITION, THE UNIVERSITY IS AWARDED RESEARCH GRANTS AND OTHER PROJECT GRANTS BY VARIOUS FEDERAL AND STATE AGENCIES. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (39 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 1 | Fundraising | 29978 | |
| East Asia and the Pacific | 0 | 1 | Program Services | 98996 | RSRCH/INFRAS DEV |
| East Asia and the Pacific | 0 | 0 | Program Services | 98488 | INT'L COLLAB/DEV |
| East Asia and the Pacific | 0 | 3 | Program Services | 92146 | HIGHER ED INSTR |
| East Asia and the Pacific | 0 | 0 | Investments | 2541 | |
| East Asia and the Pacific | 0 | 0 | Program Services | 108809 | CONFERENCE |
| Russia and the Newly Independent States | 0 | 0 | Program Services | 5864 | CONFERENCE |
| Russia and the Newly Independent States | 0 | 0 | Program Services | 8798 | RESEARCH/COLLAB |
| Russia and the Newly Independent States | 0 | 0 | Program Services | 1138 | HIGHER ED INSTR |
| Europe (Including Iceland and Greenland) | 0 | 0 | Fundraising | 20280 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | 483773 | HIGHER ED INSTR |
| Europe (Including Iceland and Greenland) | 0 | 1 | Program Services | 86212 | RESEARCH COLLAB |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | 279267 | CONFERENCE |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | 14146 | INT'L COLLAB/DEV |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | 149710 | |
| Middle East and North Africa | 0 | 0 | Fundraising | 4962 | |
| Middle East and North Africa | 0 | 0 | Program Services | 64450 | HIGHER ED INSTR |
| Middle East and North Africa | 0 | 0 | Program Services | 2269 | INT'L COLLAB/DEV |
| Middle East and North Africa | 0 | 0 | Program Services | 16475 | CONFERENCE |
| Middle East and North Africa | 0 | 0 | Program Services | 12246 | RSRCH/INFRAS DEV |
| South Asia | 0 | 0 | Fundraising | 22599 | |
| South Asia | 0 | 0 | Program Services | 25780 | CONFERENCE |
| South Asia | 0 | 0 | Program Services | 4556 | RESEARCH COLLAB |
| North America | 0 | 1 | Program Services | 1114 | RESEARCH |
| North America | 0 | 0 | Program Services | 2697 | CONFERENCE |
| Central America and the Caribbean | 0 | 0 | Program Services | 30003 | RSRCH/INFRAS DEV |
| Central America and the Caribbean | 0 | 0 | Program Services | 63735 | HIGHER ED INSTR |
| Central America and the Caribbean | 0 | 0 | Program Services | 2825 | CONFERENCE |
| Central America and the Caribbean | 0 | 0 | Program Services | 67743 | PERFORMANCE |
| Sub-Saharan Africa | 0 | 2 | Program Services | 9211 | INT'L COLLAB/DEV |
| Sub-Saharan Africa | 0 | 0 | Program Services | 32271 | RESEARCH |
| Sub-Saharan Africa | 0 | 0 | Program Services | 3699 | CONFERENCE |
| South America | 0 | 0 | Program Services | 22451 | CONFERENCE |
| South America | 0 | 0 | Program Services | 18992 | RESEARCH |
| South America | 0 | 0 | Program Services | 5822 | INT'L COLLAB/DEV |
| Europe (Including Iceland and Greenland) | Investments | 74181478 | |||
| North America | Investments | 1497301 | |||
| Central America and the Caribbean | Investments | 300406626 | |||
| Sub-Saharan Africa | Investments | 215000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 6 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 3 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 9 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1549558 | SubtotalAmountSpent |
| Cont Amount Spent | 376644893 | ContAmountSpent |
| Total Amount Spent | 378194451 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| North America | 38013 | CHECK | N/A |
| North America | 68073 | CHECK | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
Grants To Ind Outside US GrantsToIndOutsideUS (17 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIP | Cent. America/Caribbean | 6 | 188543 | CREDIT | 0 | NONE | N/A |
| SCHOLARSHIP | East Asia/Pacific | 26 | 769460 | CREDIT | 0 | NONE | N/A |
| SCHOLARSHIP | Europe/Iceland/Greenland | 24 | 741523 | CREDIT | 0 | NONE | N/A |
| SCHOLARSHIP | Middle East/North Africa | 5 | 167251 | CREDIT | 0 | NONE | N/A |
| SCHOLARSHIP | North America | 3 | 100000 | CREDIT | 0 | NONE | N/A |
| SCHOLARSHIP | Russia | 2 | 44840 | CREDIT | 0 | NONE | N/A |
| SCHOLARSHIP | South America | 8 | 226826 | CREDIT | 0 | NONE | N/A |
| SCHOLARSHIP | South Asia | 11 | 384043 | CREDIT | 0 | NONE | N/A |
| SCHOLARSHIP | Sub-Saharan Africa | 6 | 241033 | CREDIT | 0 | NONE | N/A |
| FELLOWSHIP | Cent. America/Caribbean | 1 | 1645 | CHECK | 0 | NONE | N/A |
| FELLOWSHIP | East Asia/Pacific | 4 | 11363 | CHECK | 0 | NONE | N/A |
| FELLOWSHIP | Europe/Iceland/Greenland | 1 | 2227 | CHECK | 0 | NONE | N/A |
| FELLOWSHIP | North America | 1 | 2500 | CHECK | 0 | NONE | N/A |
| FELLOWSHIP | South America | 2 | 3291 | CHECK | 0 | NONE | N/A |
| FELLOWSHIP | Sub-Saharan Africa | 3 | 5491 | CHECK | 0 | NONE | N/A |
| FELLOWSHIP | South Asia | 1 | 1645 | CHECK | 0 | NONE | N/A |
| FELLOWSHIP | Middle East/North Africa | 1 | 8730 | CHECK | 0 | NONE | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | true | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I | Identifier |
| Explanation | INVESTMENTS ARE REPORTED SEPARATELY FOR INVESTMENT MANAGEMENT EXPENSES AND THE BOOK VALUE OF INVESTMENTS IN THAT REGION PART III NOTE THAT FOREIGN INDIVIDUALS ARE DEFINED AS THOSE LIVING OUTSIDE THE U.S. AT THE TIME THE AID WAS AWARDED. THE ABOVE IS A BEST ESTIMATE BASED ON CERTAIN ASSUMPTIONS REGARDING WHERE PERSONS WERE LIVING WHEN THE AID WAS AWARDED AND DOES NOT REPRESENT THE DEGREE TO WHICH AID IS AWARDED TO INTERNATIONAL STUDENTS. PART I, QUESTION 3 ACTIVITIES AND EXPENDITURES OUTSIDE THE U.S. HAVE BEEN IDENTIFIED ON A REASONABLE EFFORTS BASIS WHERE SUCH ACTIVITIES WERE NOT TRACKED SEPARATELY UNDER THE UNIVERSITY'S ACCOUNTING PROCEDURES. THESE REASONABLE EFFORTS INCLUDED REVIEWS OF FINANCIAL RECORDS, INTERVIEWS WITH UNIVERSITY PERSONNEL, REVIEW OF THE UNIVERSITY'S WEBSITE AND PUBLICATIONS, ETC. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 45452 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 29461 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 15991 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 8325 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 4725 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 6838 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Arts Gala | NameOfEvent2 |
| Gross Receipts Event2 | 352521 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 234331 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 118190 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1040 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 83873 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 103189 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 46487 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 397973 | GrossReceiptsTotal |
| Charitable Contributions Total | 263792 | CharitableContributionsTotal |
| Gross Revenue Total Events | 134181 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 9365 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 88598 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 103189 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 53325 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 254477 | DirectExpenseSummaryEvents |
| Net Income Summary | -120296 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | 250969449 | 501(C)(3) | 1316674 | |
| CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 34TH STREET AND CIVIC CENTER BOULEV | PHILADELPHIA | PA | 19104 | 231352166 | 501(C)(3) | 8257 | |
| CORNELL UNIVERSITY | |||||||
| DAY HALL LOBBY | ITHACA | NY | 14853 | 150532082 | 501(C)(3) | 72108 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | 042103594 | 501(C)(3) | 61647 | |
| MIAMI UNIVERSITY | |||||||
| 501 EAST HIGH STREET | OXFORD | OH | 45056 | 316402089 | 501(C)(3) | 65388 | |
| NORTHAMPTON COMMUNITY COLLEGE | |||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | 236417444 | 51044 | ||
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 227 W BEAVER AVE | STATE COLLEGE | PA | 16801 | 246000376 | 216839 | ||
| POLYTECHNIC INSTITUTE OF NEW YORK UNIVERSITY | |||||||
| 6 METROTECH CENTER | BROOKLYN | NY | 11201 | 111630820 | 501(C)(3) | 161425 | |
| RICE UNIVERSITY | |||||||
| PO BOX 1892 | HOUSTON | TX | 77005 | 741109620 | 501(C)(3) | 50763 | RESEARCH |
| UNIVERSITY OF LOUISVILLE | |||||||
| 520 STEVENSON HALL | LOUISVILLE | KY | 40292 | 611029626 | 137928 | ||
| UNIVERSITY OF MARYLAND BALTIMORE | |||||||
| PO BOX 41428 | BALTIMORE | MD | 21201 | 526002033 | 35157 | ||
| UNIVERSITY OF MISSOURI | |||||||
| PO BOX 807012 | KANSAS CITY | MO | 64112 | 436003859 | 252812 | ||
| UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 22904 | 546001796 | 187276 | ||
| CAL POLY POMONA FOUNDATION | |||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 952417645 | 501(C)(3) | 23442 | |
| OHIO UNIVERSITY | |||||||
| HDL CTR | ATHENS | OH | 45701 | 316402113 | 385548 | ||
| UNIVERSITY OF HOUSTON SYSTEM | |||||||
| PO BOX 988 | HOUSTON | TX | 77004 | 746001399 | 40945 | ||
| UNIVERSITY OF KANSAS | |||||||
| 2385 IRVING HILL RD | LAWRENCE | KS | 66045 | 480680117 | 501(C)(3) | 79949 | |
| UNIVERSITY OF NEBRASKA LINCOLN | |||||||
| 312 N 14 ST | LINCOLN | NE | 68588 | 470049123 | 10763 | ||
| KUTZTOWN UNIVERSITY | |||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | 232710197 | 10271 | ||
| TEMPLE UNIVERSITY | |||||||
| PO BOX 824242 | PHILADELPHIA | PA | 19182 | 231365974 | 501(C)(3) | 30455 | |
| UNIVERSITY CORPORATION | |||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 951992732 | 501(C)(3) | 16138 | |
| UNIVERSITY OF ALASKA | |||||||
| PO BOX 757880 | FAIRBANKS | AK | 99775 | 926000147 | 30103 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 22 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND FELLOWSHIPS | TypeOfGrant |
| Number Of Recipients | 3575 | NumberOfRecipients |
| Amount Of Cash Grant | 72415837 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART III | Identifier |
| Explanation | INDIVIDUALS IN THE U.S. ARE DEFINED AS THOSE LIVING IN THE U.S. AT THE TIME TYE AID WAS AWARDED. THE ABOVE IS A BEST ESTIMATE BASED ON CERTAIN ASSUMPTIONS REGARDING WHERE PERSONS WERE LIVING WHEN THE AID WAS AWARDED AND DOES NOT REPRESENT THE DEGREE TO WHICH AID IS AWARDED TO INTERNATIONAL STUDENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALICE P GAST | |||||||||||||
| 716891 | 0 | 0 | 0 | 80349 | 0 | 68041 | 0 | 52596 | 0 | 917877 | 0 | 0 | 0 |
| PATRICK F FARRELL | |||||||||||||
| 349584 | 0 | 0 | 0 | 26173 | 0 | 25921 | 0 | 14588 | 0 | 416266 | 0 | 0 | 0 |
| MARGARET F PLYMPTON | |||||||||||||
| 255010 | 0 | 0 | 0 | 17940 | 0 | 25921 | 0 | 6587 | 0 | 305458 | 0 | 0 | 0 |
| FRANK A ROTH | |||||||||||||
| 233295 | 0 | 0 | 0 | 23286 | 0 | 25921 | 0 | 16495 | 0 | 298997 | 0 | 0 | 0 |
| DENISE M BLEW | |||||||||||||
| 154611 | 0 | 0 | 0 | 22361 | 0 | 19611 | 0 | 17818 | 0 | 214401 | 0 | 0 | 0 |
| PETER M GILBERT | |||||||||||||
| 391392 | 0 | 208000 | 0 | 23399 | 0 | 25921 | 0 | 15172 | 0 | 663884 | 0 | 0 | 0 |
| ANNE S MELTZER | |||||||||||||
| 226467 | 0 | 0 | 0 | 24619 | 0 | 25921 | 0 | 6447 | 0 | 283454 | 0 | 0 | 0 |
| SZU-YUNG DAVID WU | |||||||||||||
| 229123 | 0 | 0 | 0 | 27938 | 0 | 25921 | 0 | 19424 | 0 | 302406 | 0 | 0 | 0 |
| PAUL R BROWN | |||||||||||||
| 405292 | 0 | 0 | 0 | 24222 | 0 | 25921 | 0 | 2828 | 0 | 458263 | 0 | 0 | 0 |
| MOHAMMED EL-AASSER | |||||||||||||
| 331923 | 0 | 0 | 0 | 30537 | 0 | 25921 | 0 | 12247 | 0 | 400628 | 0 | 0 | 0 |
| NANDKUMAR NAYAR | |||||||||||||
| 311475 | 0 | 0 | 0 | 16953 | 0 | 26256 | 0 | 11405 | 0 | 366089 | 0 | 0 | 0 |
| JOSEPH P KENDER | |||||||||||||
| 306232 | 0 | 0 | 0 | 4377 | 0 | 25921 | 0 | 16336 | 0 | 352866 | 0 | 0 | 0 |
| MARTIN P HARMER | |||||||||||||
| 279326 | 0 | 0 | 0 | 23139 | 0 | 25921 | 0 | 1533 | 0 | 329919 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL: JOSEPH P. KENDER, V.P. ADVANCEMENT, TRAVELED FIRST CLASS ON ONE OCCASION WHEN HE HAD TO BOOK A TRIP LAST MINUTE AND WAS ONLY ABLE TO SECURE FIRST CLASS AIRLINE TICKETS. UNIVERSITY POLICY GENERALLY PROHIBITS FIRST CLASS TRAVEL EXCEPT IN EXTREME CIRCUMSTANCES OR SPECIFIC CASES. SPOUSE TRAVEL: ON AN INFREQUENT BASIS, THE PRESIDENT'S SPOUSE MAY TRAVEL WITH THE PRESIDENT FOR BUSINESS REASONS WHEN FULFILLING THE OBLIGATIONS OF HIS UNIVERSITY POSITION. PAYMENT OF ALL TRAVEL EXPENSES FOR THE PRESIDENT'S SPOUSE IS SUBJECT TO ADDITIONAL OVERSIGHT UNDER THE TERMS OF THE UNIVERSITY'S POLICY ON PRESIDENTIAL SPOUSE TRAVEL. HOUSING ALLOWANCE: THE AMOUNT REPORTED IN COLUMN D OF PART II FOR ALICE GAST INCLUDES THE ESTIMATED ANNUAL LEASE VALUE FOR THE PRESIDENT'S HOUSE. THE PRESIDENT IS REQUIRED TO RESIDE IN A HOUSE ON CAMPUS. THE PRESIDENT'S HOUSE SERVES NOT ONLY AS A RESIDENCE, BUT ALSO AS A HOST LOCATION FOR MANY UNIVERSITY EVENTS. CLEANING SERVICES ARE ALSO PROVIDED FOR THE HOUSE. CLUB DUES AND INITIATION FEES: LEHIGH UNIVERSITY OFFERS A SUBSIDY OF COUNTRY CLUB INITIATION AND MEMBERSHIP DUES TO ELIGIBLE EMPLOYEES IN KEY POSITIONS FOR THE PURPOSE OF FUNDRAISING AND DONOR RELATION ACTIVITIES. THE TERMS OF THE SUBSIDY PROGRAM WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION SUBCOMMITTEE. THE PRESIDENT RECEIVES A FULL SUBSIDY AND THE VICE PRESIDENT OF ADVANCEMENT RECEIVES A LIMITED SUBSIDY. ANY PERSONAL USE OF THE SOCIAL CLUB FACILITIES IS REPORTED AS TAXABLE COMPENSATION. |
| PART 1, LINE 7 | CERTAIN STAFF IN THE UNIVERSITY'S INVESTMENT OFFICE ARE ELIGIBLE FOR BONUS COMPENSATION THAT IS BASED UPON THE UNIVERSITY'S ENDOWMENT PERFORMANCE. THE CRITERIA FOR SUCH COMPENSATION IS ESTABLISHED BY THE COMPENSATION SUBCOMMITTEE OF THE UNIVERSITY'S BOARD OF TRUSTEES IN CONSULTATION WITH THE INVESTMENT SUBCOMMITTEE. |
| PART 1, 4B | IN CALENDAR YEAR 2010, THE UNIVERSITY'S PRESIDENT PARTICIPATED IN A 457 (F) PLAN. IN KEEPING WITH THE UNIVERSITY POLICY FOR ALL OF THE PRESIDENT'S COMPENSATION AND BENEFITS, THE TERMS OF THIS PLAN WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION SUBCOMMITTEE. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| NORTHAMPTON COUNTY GEN PURPOSE AUTHORITY | |||||||
| 233007498 | 663507BY6 | 2004-05-19 | 50000000 | VARIOUS CAPITAL PROJECTS | false | false | false |
| NORTHAMPTON COUNTY GEN PURPOSE AUTHORITY | |||||||
| 233007498 | 663540JB9 | 2006-08-24 | 47000000 | REFUND 10/31/96 BONDS & CAPITA | false | false | false |
| NORTHAMPTON COUNTY GEN PURPOSE AUTHORITY | |||||||
| 233007498 | 663507BZ3 | 2007-02-01 | 53931267 | REFUND 8/24/06 & 1/19/00 BONDS | false | false | false |
| NORTHAMPTON COUNTY GEN PURPOSE AUTHORITY | |||||||
| 233007498 | 663507CJ8 | 2009-03-19 | 66165000 | STEPS BLDG & VARIOUS CAP PROJE | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Other Spent ProceedsOtherSpentProceeds |
|---|---|---|---|---|---|---|---|---|
| 50397724 | 484773 | 49912951 | 2004 | false | false | true | true | |
| 47249418 | 496825 | 30752593 | 2006 | true | false | true | true | 16000000 |
| 53931267 | 754219 | 2006 | true | false | true | true | 53177048 | |
| 65050175 | 855059 | 64195116 | 2009 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | true | true | true | 0.01800 | 0.00000 | 0.01800 | true |
| false | false | true | true | true | 0.01400 | 0.00000 | 0.01400 | true |
| false | false | true | true | true | 0.01300 | 0.00000 | 0.01300 | true |
| false | false | true | true | true | 0.01900 | 0.00000 | 0.01900 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO BANK N A | ||||||||
| false | true | true | 26. | false | false | false | false | false |
| JP MORGAN CHASE NA | ||||||||
| false | true | true | 15. | false | false | false | false | false |
| JP MORGAN CHASE NA | ||||||||
| false | true | true | 18. | false | false | false | false | false |
| WELLS FARGO BANK NA | ||||||||
| false | false | true | 30. | false | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE K, PART II, LINE 10 | THE CAPITAL EXPENDITURES FOR THE 2007 BOND ARE ZERO SINCE ALL OF THE PROCEEDS OF THIS BOND WERE USED TO REFUND PRIOR BONDS. |
| SCHEDULE K, PART III, LINE 4 | THE PRIVATE BUSINESS USE PERCENTAGE DISCLOSED REPRESENTS THE PRIVATE BUSINESS USE FOR THE ENTIRE ISSUE, WHICH MAY INCLUDE PROCEEDS THAT REFUNDED BONDS ISSUED BEFORE JANUARY 1, 2003. AS SUCH, THE ACTUAL PRIVATE BUSINESS USE PERCENTAGE OF ONLY THE POST DECEMBER 31, 2002 PORTION OF A PARTICULAR BOND MAY VARY SLIGHTLY FROM THE PERCENTAGE. |
| SCHEDULE K, PART IV, LINE 3B | AS A COMPONENT OF THE DEBT PORTFOLIO, THE UNIVERSITY ENTERED INTO INTEREST RATE SWAP AGREEMENTS THAT EFFECTIVELY CONVERT CERTAIN VARIABLE REVENUE BOND OBLIGATIONS TO FIXED RATES OR REDUCE THE UNIVERSITY'S EFFECTIVE INTEREST RATE. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10900 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 196 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2306386 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ATHLETICS | 15 | 84047 | EXPERT OPINION |
| X | EQUIPMENT/SOFTWARE | 5 | 921110 | EXPERT OPINION |
| X | HOST EVENT | 19 | 21888 | RECEIPTS |
| X | MISCELLANEOUS | 33 | 6506 | EXPERT OPINION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 6 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE O | Identifier |
| Explanation | FORM 990, PART I, LINE 1 LEHIGH UNIVERSITY STRIVES TO EARN INTERNATIONAL PROMINENCE AS A UNIVERSITY OF SPECIAL DISTINCTION AND PROVIDE STUDENTS WITH OPPORTUNITIES FOR SUCCESS THROUGH ITS INTEGRATION OF TEACHING, RESEARCH AND SERVICE TO SOCIETY. FORM 990, PART V, LINE 4B THE UNIVERSITY'S SIGNATURE AUTHORITY OVER FOREIGN FINANCIAL ACCOUNTS RELATES SOLELY TO ITS INVESTMENTS IN A NUMBER OF FOREIGN LIMITED PARTNERSHIPS AND INVESTMENT FUNDS IN A VARIETY OF FOREIGN COUNTRIES. FORM 990, PART VI, SECTION A, LINE 11A THE UNIVERSITY PROVIDES A COPY OF THE 990 TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION A, LINE 11B THE DRAFT 990 IS REVIEWED BY APPROPRIATE SENIOR MANAGEMENT AT THE UNIVERSITY AND AN OUTSIDE PUBLIC ACCOUNTING FIRM. AFTER THIS REVIEW IS COMPLETE, A COPY OF THE FINAL RETURN IS PROVIDED TO EACH MEMBER OF THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. AFTER THE REVIEW OF THE AUDIT COMMITTEE, ON BEHALF OF THE FULL BOARD OF TRUSTEES, A COPY OF THE FINAL RETURN IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD AND THE RETURN IS FILED. FORM 990, PART VI, SECTION C, LINE 12C LEHIGH UNIVERSITY'S CONFLICT OF INTEREST POLICY APPLIES TO ALL UNIVERSITY TRUSTEES AND EMPLOYEES. EACH YEAR, ON BEHALF OF THE BOARD OF TRUSTEES, THE CORPORATE SECRETARY AND DIRECTOR OF INTERNAL AUDIT FORWARD A COPY OF THE UNIVERSITY'S CONFLICT OF INTEREST POLICY TO ALL TRUSTEES, OFFICERS, FULL-TIME FACULTY AND EXEMPT STAFF MEMBERS. THEY ENSURE THAT EACH INDIVIDUAL RESPONDS THAT THEY HAVE READ AND AGREE TO ABIDE BY THE POLICY. THE CORPORATE SECRETARY AND DIRECTOR OF INTERNAL AUDIT REVIEW THE QUESTIONNAIRE RESPONSES AND ATTEMPT TO RESOLVE ANY SIGNIFICANT CONFLICTS WITH THE INDIVIDUALS. IF IT CANNOT BE IMMEDIATELY RESOLVED, IT IS TAKEN TO THE NEXT LEVEL OF SUPERVISION UNTIL FULLY IT IS RESOLVED. IF AT ANY TIME DURING THE YEAR A NEW OR POSSIBLE CONFLICT OCCURS, THE INDIVIDUAL IS RESPONSIBLE FOR NOTIFYING THE CORPORATE SECRETARY OR DIRECTOR OF INTERNAL AUDIT IN WRITING. FORM 990, PART VI, SECTION B, LINE 15 LEHIGH UNIVERSITY IS COMMITTED TO COMPENSATING ALL EMPLOYEES AT A FAIR AND COMPETITIVE LEVEL. TO DO THIS, AN ANNUAL COMPARISON OF MARKET RATE SALARY DATA IS PERFORMED BY THE UNIVERSITY'S HUMAN RESOURCES OFFICE, WHICH ALSO UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE SUCH DATA. IN ADDITION, THE UNIVERSITY HAS ESTABLISHED AN INDEPENDENT COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE SUBCOMMITTEE MEETS AS NEEDED TO REVIEW COMPENSATION MATTERS, BUT NO LESS THAN ANNUALLY TO REVIEW THE PERFORMANCE AND APPROVE THE COMPENSATION FOR THE PRESIDENT, OFFICERS OF THE UNIVERSITY ADMINISTRATION, OTHER SENIOR ADMINISTRATIVE OFFICERS, AND ANY OTHER HIGHLY COMPENSATED UNIVERSITY EMPLOYEES WHOSE COMPENSATION SHOULD BE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES IN ACCORDANCE WITH UNIVERSITY GOVERNANCE DOCUMENTS AND APPLICABLE LEGAL REQUIREMENTS. SUCH REVIEW INCLUDES DETERMINATIONS BY THE SUBCOMMITTEE AND RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD, THAT THE COMPENSATION OF SUCH OFFICERS AND EMPLOYEES IS REASONABLE AND IN ACCORDANCE WITH LEGAL REQUIREMENTS APPLICABLE TO THE UNIVERSITY AS A NON-PROFIT TAX-EXEMPT ORGANIZATION. IN FULFILLING ITS RESPONSIBILITIES WITH RESPECT TO DETERMINING REASONABLE COMPENSATION, THE SUBCOMMITTEE UTILIZES INDEPENDENT CONSULTANTS AS APPROPRIATE TO COMPILE AND ANALYZE MARKET RATE AND COMPARATIVE SALARY DATA. SUBSANTIATION OF THE SUBCOMMITTEE'S DELIBERATIONS AND DETERMINATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 IN GENERAL, THE UNIVERSITY DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS LOCATED ON THE UNIVERSITY'S WEBSITE. FORM 990, PART XI, LINE 5 THIS AMOUNT CONSISTS OF NET UNREALIZED GAINS AND OTHER INCOME AS FOLLOWS: NET UNREALIZED GAINS: $121,958,247 GIFTS IN KIND: (1,044,451) UNREAL RATE SWAP ADJ: 5,276,379 UNREAL ADJ VALUE SPLIT: 4,456,142 OTHER INCOME: (263,294) TOTAL TO LINE 5: $130,383,023 | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| BEN FRANKLIN TECHNOLOGY PARTNERS NE PA | |||||||||
| 125 GOODMAN DRIVE | BETHLEHEM | PA | 18015 | 232517422 | ECONOMIC DEV | PA | 501(C)(3) | 7 | NONE |
| MANUFACTURERS RESOURCE CENTER | |||||||||
| 125 GOODMAN DRIVE | BETHLEHEM | PA | 18015 | 232514764 | ECONOMIC DEV | PA | 501(C)(3) | 7 | NA |
| LEHIGH & NORTHAMPTON CNTIES REVOLV LOAN | |||||||||
| 621 TAYLOR STREET RAUCH BUSINESS CT | BETHLEHEM | PA | 18015 | 232461494 | ECONOMIC DEV | PA | 501(C)(4) | N/A | NA |
| LEHIGH UNIVERSITY ALUMNI ASSOCIATION | |||||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | 240796860 | ALUMNI RELAT | PA | 501(C)(3) | 11 | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Share Of Total IncomeShareOfTotalIncome |
|---|---|---|---|---|
| LIFE INCOME FUNDS HELD IN TRUST | ||||
| VARIOUS | TRUST | 20623000 | 1.00000 | |
| ENDOWMENT FUNDS HELD IN TRUST | ||||
| VARIOUS | TRUST | 2890000 | 1.00000 | 91822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MANUFACTURERS RESOURCE CENTER | |
| 1A, 1 | 58079 |
| BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA | |
| 1A, 1 | 112855 |
| LEHIGH UNIVERSITY ALUMNI ASSOCIATION | |
| 1B, 1 | 1453851 |
| BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA | |
| 1C | 356898 |
| MANUFACTURERS RESOURCE CENTER | |
| 1K | 64981 |
| BEN FRANKLIN TECH PARTNERS OF NORTHEASTERN PA | |
| 1K | 146745 |
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