2011-02-14T15:15:00-07:00 2010-06-30 990 2009-07-01 231352664 MUHLENBERG COLLEGE MUHL 4846643140 2400 Chew Street Allentown PA 18104 Jason Feiertag 4846643140 2011-01-13 2009 2016-02-24 21:20:13Z Peyton R Helm 2400 Chew Street Allentown PA 18104 164604124 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. 37 36 2129 25 118445 118445 9385556 8638447 97125565 101918654 4660051 11736 1291041 1146457 112462213 111715294 24153400 27180435 0 0 42376399 43980873 0 0 2618278 32728303 33665822 99258102 104827130 13204111 6888164 372883830 396605601 101071953 103093389 271811877 293512212 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 30141363 85040299 Instruction and research expenditures for approximately 2,193 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 papers, 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. 46779574 27180435 9164286 Other program services: Library, depreciation, interest, non-cash financial aid, amortization of bond settlement costs (2,193 ft undergraduate students). Student services including the recruiting for admissions, counseling, a nationally recognized peer tutoring program, career development, financial aid admin., and student record administration. All of these services help to contribute to the sense of connectivity experienced by Muhlenberg Students while interacting in the campus community. 8522068 17510709 Auxiliary services: housing of 1,953 students; meals for approximately 1,750 students; and a Bookstore for approximately 2,193 students and 730 employees. 9382621 0 Operation and maintenance of physical plant: educational and administrative buildings agrounds (97 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 the Trexler Pavilion for Theatre and Dance, a new science building, additions to hte Seegers Union building including a beautiful new campus restaurant, and eight spectacular new residence halls over the past decade. 9382621 0 0 94825626 1 1 0 0 0 0 1 1 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 291 0 1 2129 1 1 1 1 BD CJ EI 0 0 0 37 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Muhlenberg College 4846643140 2400 Chew Street Allentown PA 19530 Dr Arthur Altman 2 X 0 0 0 Mr Eric Berg 2 X 0 0 0 Mr John Blend III 2 X 0 0 0 Ms Tammy Bormann 2 X 0 0 0 Dr Paul Brucker 2 X 0 0 0 Mr Richard Brueckner 2 X 0 0 0 Rev Claire Burkat 2 X 0 0 0 Ms Cecilia Conrad 2 X 0 0 0 Mr Richard Crist Jr 2 X 0 0 0 Ms Barbara Crossette 2 X 0 0 0 Mr Edward Davis 2 X 0 0 0 Dr Alan DeCherney 2 X 0 0 0 Ms Susan Eisenhauer 2 X 0 0 0 Dr Lona Farr Ph D 2 X 0 0 0 Mr Stuart Freiman 2 X 0 0 0 Ms Marion Glick 2 X 0 0 0 Ms Julie Hamre 2 X 0 0 0 Mr John Heffer 2 X 0 0 0 Mr Jeffrey Hoffman 2 X 0 0 0 Ms Sandra Jaffe 2 X 0 0 0 Rev Wilma Kucharek 2 X 0 0 0 Mr John Ladley 2 X 0 0 0 Mr Dante LaRocca 2 X 0 0 0 Ms Melanie Mason 2 X 0 0 0 Mr William Miers 2 X 0 0 0 Mr Mark Paris 2 X 0 0 0 Mr Jeffrey Porphy 2 X 0 0 0 Mr Mitch Possinger 2 X 0 0 0 Mr Richard Romeo 2 X 0 0 0 Mr John Rosenberg 2 X 0 0 0 Mr James Skidmore Jr 2 X 0 0 0 Ms Joan Triano 2 X 0 0 0 Ms Donna Bradley Tyson 2 X 0 0 0 Ms Karen Wagoner 2 X 0 0 0 Mr Robert Wood 2 X 0 0 0 Rev Samuel Zeiser 2 X 0 0 0 Peyton R Helm President 50 X 328254 0 72200 Kent A Dyer CBO 40 X 172831 0 89798 John Ramsay Provost 40 X 94671 0 40760 Christopher Hooker-Haring Dean 40 X 153546 0 100438 Michael S Bruckner VP of PR 40 X 122201 0 40537 Karen Green Dean 40 X 120003 0 32783 Connie Harris VP of Development 40 X 188394 0 38500 Jason Feiertag 40 X 82584 0 32524 Harold E Miller 40 X 129190 0 28849 Charles C Richter 40 X 129790 0 20591 Carol Shiner-Wilson 40 X 126198 0 28370 George Heitmann 40 X 121007 0 19081 Curtis Dretsch 40 X 128547 0 26379 1897216 0 570810 40 0 1 0 Sodexo Dining Services 4880 Paysphere Circle Chicago IL 60674 dining and catering services 4897039 LVAIC Health Insurance Trust 2201 Ridgewood Road Wyomissing PA 19610 health insurance 4739212 Alvin H Butz Inc 840 Hamilton Street Suite 600 Allentown PA 18105 Construction management 1960484 The Whiting Turner Contracting Company PO Box 17596 Baltimore MD 21297 Construction 1158403 Bruner Cott and Associates 130 Prospect Street Cambridge MA 02139 architectural services 835601 55 0 0 0 0 597798 8040649 39984 8638447 tuition and fees 900099 85040299 85040299 0 0 auxiliary enterprises 721000 16867619 16749174 118445 0 game admissions 711210 10736 10736 0 0 0 0 0 0 101918654 7338910 7338910 0 0 27574 0 0 27574 0 0 0 0 0 0 44287329 0 51642077 0 -7354748 0 -7354748 -7354748 0 0 0 1889843 1246753 643090 643090 0 0 fines 900099 48878 48878 0 0 concessions 900099 1000 1000 0 0 453489 453489 0 0 503367 111715294 102930828 118445 27574 0 0 27054824 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0 28059890 19191938 372883830 396605601 7524124 8587929 0 0 4509799 3999794 76380000 75205000 517672 555745 0 0 0 0 1374370 1374370 10765988 13370551 101071953 103093389 X 180460058 195606746 35216636 38960564 56135183 58944902 271811877 293512212 372883830 396605601 X 1 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30000 2716278 0 0 X X X X 0 0 1 125745051 5347530 11710188 1312671 4035997 134283 137319818 150484306 7802904 -27540347 1208466 3638156 155190 125745051 0.44 0.41 0.15 0 0 0 2523375 2523375 0 208529633 58229709 150299924 0 0 0 0 0 42301939 30088688 12213251 0 2208097 1735190 472907 165509457 0 F 0 F Pooled Income Fund 269898 F Timbervest 949353 F Metropolitan Real Estate Fund 1623380 F Hammond Associates Private Investment Partners Fund 953753 F Goldman Sachs Distressed Opportunities Fund IV 316326 F Newbury Secondary Opportnity Fund 964566 F Portfolio Advisors Private Equity Fund 1400954 F Newbury Partners Secondary Fund 2726264 F Newlin Energy Partners 1371973 F Black Rock Diamond Property Fund 922783 F Pinehurst Institutional Fund of Funds 8063275 F Silver Creek Low Vol Strategies II 6050007 F Seix Credit Dislocation Fund 2023980 F PIMCO TALF Investment and Recovery Fund 340383 F Commonfund Capital Partners VII 20678 F Crown Global Secondaries II 409752 F Common Sense Offshore fund of funds 3661102 F UBS Realty Fund 2428602 F Comerica Natural Resources Fund 6180095 F 40677124 Funds held by trustee 10742120 Cash value of life insurance policies 775316 Beneficial interest in perpetual trusts 7674502 19191938 487 Accrued Post Retirement Benefit cost 2947933 deposits/withholdings to be paid to others 42776 employee flexible spending withholdings 20763 unpaid claims liability -79201 liability for interest rate swaps 10437793 13370551 111715294 104827130 6888164 18537928 0 0 0 -3725757 14812171 21700335 131499976 18537928 0 0 1246754 19784682 111715294 0 0 0 111715294 109799641 0 0 0 5162360 5162360 104637281 0 189849 189849 104827130 SchD_P03_S00_L04 Schedule D, Part III, Line 4 The Martin Art Gallery provides the Muhlenberg and Lehigh Valley communities with significant opportunities for increased understanding of the visual arts, art history, and cultural diversity through the exhibition of works from the College's impressive permanent collection as well as through special exhibitions of work by contemporary artists, art faculty, or in collaboration with other art institutions. The Gallery's exhibition schedule is enhanced by gallery talks, artist receptions, and cross-curriculum programs. It occupies a prominent location on campus, in the Baker Center for the Arts, a striking arts facility designed by renowned American architect, Philip Johnson. SchD_P04_S00_L02b Schedule D, Part IV, Line 2b The College holds funds for the Women's Auxiliary of Muhlenberg College in the College's endowment investments. The College also holds agency funds on behalf of the Muhlenberg Student Government as well numerous Muhlenberg student clubs and organizations. SchD_P05_S00_L04 Schedule D, Part V, Line 4 Endowment funds are used to support general operations, provide financial assistance to students, and support research opportunities for students and faculty. SchD_P10_S00_L00 Schedule D, Part X Other liabilities includes accrued post retirement expenses, interest rate swap liability, unpaid claims liability and various withholdings /deposits to be paid to others. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Comprised of endowment gains used to meet spending policy and investment management expenses netted in the endowment income distribution. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Cost of goods sold which were netted. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Cost of goods sold and endowment gains used to meet spending policy. SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Investment management fees netted in income distribution. Also includes expenses for Jewish Christian Institute that were netted with proceeds from endowment. 1 1 1 NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS MUHLENBERG COLLEGE 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. All inquiries regarding this policy and complaints of discrimination in violation of this policy may be directed to: 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, inquiries concerning the application of Title IX of the Education Amendments of 1972 (prohibiting discrimination on the basis of sex) may be directed to the Assistant Secretary for Civil Rights, U. S. Department of Education. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 The College receives and administers financial aid assistance for students of the College 1 Europe (including Iceland and Greenland) 0 1 Program Services Professor spends one semester on-site with partner institution to teach courses developed by Muhlenberg College. 440472 0 1 440472 Financial aid assistance for foreign students attending Muhlenberg College South America 1 0 credit on tuition and fee bill 45730 Credit toward the student's tuition and fee expenses for attending Muhlenberg College cash value Financial aid for foreign student attending Muhlenberg College. East Asia and the Pacific 1 0 credit on tuition and fee bill 35220 Student received credit toward their tuition and fee expenses for attending Muhlenberg College. cash value Financial aid for foreign student attending Muhlenberg College. Europe (including Iceland and Greenland) 1 0 credit toward tuition and fee bill 44661 Student received credit toward their tuition and fee expenses for attending Muhlenberg College cash value 1 Stipends for students awarded reasearch assistant opportunities 37 44171 0 cash value Academic and civic achievement awards for students of the college 96 113625 0 cash value Travel assistance grants provided to students traveling to academic conferences and events. 108 13077 0 cash value Summer research grants to students selected for research projects. 8 17767 0 cash value Financial aid grants and assistance for students of Muhlenberg College. 1690 0 25866185 cash value Recipients receive a credit towards their tuition and fees for attending Muhlenberg College. SchI_P01_S00_L02 Schedule I, Part I, Line 2 The College maintains records for all students receiving financial aid assistance administered through the College. Records include the financial and academic performance data relevant to award decisions. X X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Peyton R Helm President 328254 0 0 0 0 0 48355 0 23846 0 400455 0 377742 0 Kent A Dyer CBO 172831 0 0 0 0 0 27428 0 62370 0 262629 0 243386 0 Christopher Hooker-Haring Dean 153546 0 0 0 0 0 27040 0 73398 0 253984 0 253599 0 Michael S Bruckner VP of PR 122201 0 0 0 0 0 19494 0 21043 0 162738 0 153926 0 Karen Green Dean 120003 0 0 0 0 0 18305 0 14479 0 152787 0 140602 0 Connie Harris VP of Development 188394 0 0 0 0 0 23072 0 15428 0 226894 0 0 0 Harold E Miller 129190 0 0 0 0 0 14271 0 14578 0 158039 0 150412 0 Charles C Richter 129790 0 0 0 0 0 11958 0 8633 0 150381 0 142199 0 Carol Shiner-Wilson 126198 0 0 0 0 0 13835 0 14535 0 154568 0 145711 0 Curtis Dretsch 128547 0 0 0 0 0 12019 0 14360 0 154926 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Housing is provided for the Provost, Dean of Students and the President of the College. The housing provided to the Dean of Students is considered a condition of employment. Only a portion of the President's housing is treated as taxable due ot the fact that a substantial portion of the residence is utilized for College events and activities. Travel is provided for the President's spouse only when she is considered to be conducting College business. Housekeeping services are provided for the President and it treated as a taxable benefit. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The process for determining the President's compensation is documented. Feedback from Trustees, Parent's Council and direct reports is compiled. This feedback, as well as the CIPA salary survey and data collected from the 990 returns of competitor institutions is reviewed by the Compensation Committee of the Board of Trustees. The Committee then makes a recommendation to the full Board of Trustees for approval. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Senior staff of the College are eligible to participate in a Supplemental Executive Retirement Plan. Participation is permitted after approval by the Management Compensation Committee of the Board of Trustees. Lehigh County General Purpose Authority 911886539 2008-04-04 56505000 current refund of Authority's Bonds Series of 05 & 07 0 0 Lehigh County General Purpose Authority 911886539 2009-05-14 19744064 capital projects incl design, construction, renovation 0 0 56508367 0 0 3367 526389 0 0 1 0 1 1 19773355 0 0 7191481 338628 0 12243246 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 1 Mr Robert Wood person was a Trustee of the College 4897039 Payment for dining services to company which Mr Wood serves as Executive Vice President. 0 X 5 30000 appraisals X fireplace insert, cement hearth, carpet, roof gutter 1 6039 actual cost of items received. - receipts X gift certificates/cards 4 239 amount of gift certificate/card X travel and lodging expenses for University of Michigan visit 2 1511 receipts depicting actual costs X plaque installed on statue 2 1195 actual cost of plaque 0 0 1 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Trustees Mark Paris and Tammy Bormann are husband and wife. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 A draft of the completed 990 form is posted to the Trustee web page maintained by the College. Trustees have the opportunity to review the return prior to a regularly scheduled meeting of the Trustees. The Audit and Compliance Committee of the Board of Trustees reviews the reutrn in detail. The Audit and Compliance Committee approves the return and reports its findings to the full Board of Trustees. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c All faculty, staff, and Trustees must complete a Conflict of Interest Statement on an annual basis. Noted conflicts are reviewed by the Audit and Compliance Committee of the Board of Trustees. The College also utilizes controls to limit the stated conflicts when considering pertinent contracts or other potential College business. F990_P06_S0B_L15 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 Board. A wide array of feedback from stakeholders including Trustees, Parent's Council, and the President's direct reports is reviewed by the Committee. In addition, the Human Resources Office provides comparative data from the CUPA salary survey and collects compensation data , via 990 returns, from those institutions considered the top competitors of Muhlenberg College. The Committee also reviews the President's performance appraisals of all other College officers. The Committee receives and reviews comparative data from the CUPA Salary Survey and competitior institutions. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The College's Conflict of Interest Policy is available to the public via the College website. College financial statements and governing documents are available upon request.