Civic Intelligence

Lock Haven University Foundation

990 • Fiscal year 2020 • EIN 23-7007734

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 27, 2021

401 North Fairview Street No 214Lock Haven, PA 17745

(570) 484-2625

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.56x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

9.03x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

11th percentile

-23%

Higher net margin than 11% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

9th percentile

-5.6%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-37%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$28,081,412

Down $1,670,637 (-5.6%) from 2019

Net Assets

Down

$12,285,240

Down $667,042 (-5.1%) from 2019

Liabilities

Down

$15,796,172

Down $1,003,595 (-6.0%) from 2019

Revenue

Down

$1,749,055

Down $1,013,944 (-37%) from 2019

Expenses

Down

$2,149,887

Down $419,547 (-16%) from 2019

Net Income

Down

-$400,832

Down $594,397 (-307%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2011: $35,169,838Liabilities 2011: $28,011,602Net Assets 2011: $7,158,2362011Assets 2012: $67,445,274Liabilities 2012: $62,826,654Net Assets 2012: $4,618,6202012Assets 2013: $85,690,810Liabilities 2013: $82,546,178Net Assets 2013: $3,144,6322013Assets 2014: $71,039,807Liabilities 2014: $65,169,275Net Assets 2014: $5,870,5322014Assets 2015: $70,356,378Liabilities 2015: $62,575,552Net Assets 2015: $7,780,8262015Assets 2017: $29,675,009Liabilities 2017: $18,589,535Net Assets 2017: $11,085,4742017Assets 2019: $29,752,049Liabilities 2019: $16,799,767Net Assets 2019: $12,952,2822019Assets 2020: $28,081,412Liabilities 2020: $15,796,172Net Assets 2020: $12,285,2402020Assets 2021: $31,680,426Liabilities 2021: $15,371,890Net Assets 2021: $16,308,5362021Assets 2022: $27,652,723Liabilities 2022: $13,661,955Net Assets 2022: $13,990,7682022Assets 2023: $29,009,293Liabilities 2023: $12,649,306Net Assets 2023: $16,359,9872023Assets 2024: $28,073,676Liabilities 2024: $8,931,751Net Assets 2024: $19,141,9252024

Highlighted filing

2020

Assets$28,081,412
Liabilities$15,796,172
Net Assets$12,285,240

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $2,546,3802011Expenses 2012: $2,797,7522012Expenses 2013: $5,175,0142013Revenue 2014: $4,253,245Expenses 2014: $2,845,887Net Income 2014: $1,407,3582014Revenue 2015: $5,153,331Expenses 2015: $3,275,848Net Income 2015: $1,877,4832015Revenue 2017: $7,668,786Expenses 2017: $3,158,725Net Income 2017: $4,510,0612017Revenue 2019: $2,762,999Expenses 2019: $2,569,434Net Income 2019: $193,5652019Revenue 2020: $1,749,055Expenses 2020: $2,149,887Net Income 2020: -$400,8322020Revenue 2021: $2,635,924Expenses 2021: $1,843,178Net Income 2021: $792,7462021Revenue 2022: $2,532,205Expenses 2022: $1,935,103Net Income 2022: $597,1022022Revenue 2023: $4,121,485Expenses 2023: $2,636,135Net Income 2023: $1,485,3502023Revenue 2024: $4,738,081Expenses 2024: $3,083,098Net Income 2024: $1,654,9832024

Highlighted filing

2020

Revenue$1,749,055
Expenses$2,149,887
Net Income-$400,832
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 27, 2021
Return Version
2019v5.2
Gross Receipts
$11,469,252
Mission and Program Overview

Mission

To generate and manage resources for the benefit of commonwealth university - lock haven and its students.

To generate and manage resources for the benefit of lock haven university and its students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,589,999$15,713,997▼ $876,002
Land, Buildings, and Equipment, Net$8,233,560$7,702,618▼ $530,942
Savings and Temporary Cash Investments$3,556,003$3,212,124▼ $343,879
Pledges and Grants Receivable$549,702$495,536▼ $54,166
Cash and Non-Interest-Bearing Accounts$253,010$493,749▲ $240,739
Other Notes and Loans Receivable, Net$55,106$51,811▼ $3,295
Accounts Receivable$4,156$42,056▲ $37,900
Prepaid Expenses and Deferred Charges-$8,900-
Total Assets$29,752,049$28,081,412▼ $1,670,637
Other Assets Total$510,513$360,621▼ $149,892
Liabilities
Tax Exempt Bond Liabilities$15,153,865$12,206,380▼ $2,947,485
Mortgage Notes Payable Secured by Investment Property$153,572$2,115,652▲ $1,962,080
Unsecured Notes Loans Payable$428,553$657,403▲ $228,850
Accounts Payable and Accrued Expenses$592,188$400,295▼ $191,893
Other Liabilities$431,786$385,583▼ $46,203
Deferred Revenue$39,803$30,859▼ $8,944
Total Liabilities$16,799,767$15,796,172▼ $1,003,595
Net Assets / Fund Balance
Net Assets With Donor Restrictions$20,692,716$19,482,972▼ $1,209,744
Net Assets Without Donor Restrictions$-7,740,434$-7,197,732▲ $542,702
Total Net Assets Fund Balance$12,952,282$12,285,240▼ $667,042
Total Liabilities and Net Assets / Fund Balance$29,752,049$28,081,412▼ $1,670,637

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,436,715$8,986,910$15,423,625
Equipment$86,486$2,129,379$2,215,865
Land$1,069,513-$1,069,513
Other Land Buildings$109,904-$109,904

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$10,845,302-▲ $105,515-$10,195,258
2018$10,845,295-▲ $678,388-$10,845,302
2017$10,588,275-▲ $1,008,250-$10,845,295
2016$10,283,482-▲ $1,055,927-$10,588,275
2015$11,374,857-▼ $387,907-$10,283,482
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scott CulpepperAdvancement Committee Chair
Stephen TasselliChair
Colrobert BloseFinance Committe Chair
Jennifer RiterGovernance Committee Chair
Robert MaguireVice Chair
Annette DavisMember
Anthony AnastosMember
Gail NestlerodeMember
Gary LaubscherMember
Harry CrissmanMember
J Michael WilliamsonMember
Jeffrey ParkerMember
Mark SternMember
Milton Stan AllenMember
Mona ManganMember
Polly SpanglerMember
Robert LomisonMember
Wayne AllisonMember
William MillerMember
James BerkebileSecretary
Ronald BowesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,166,799
Program Service Revenue
$267,491
Investment Income
$452,474
Other Revenue
$-137,709
All Other Contributions
$1,158,474
Change in Net Assets
$-400,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,034,527
Revenue Not Reported on Financial Statements
$-2,285,472
Revenue Not Reported on Form 990
$-215,084
Other Revenue Adjustments
$-2,336,598
Total Revenue per Audited Statements
$3,819,443
Total Revenue per Form 990
$1,749,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,069,189
Other Expenses$733,548
Salaries, Compensation, and Employee Benefits$347,150
Total Fundraising Expense$178,894
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,017,941--$1,017,941
Other Salaries and Wages$61,710$226,739$4,177$292,626
Fees for Services Other$33,568$31,285$51,997$116,850
All Other Expenses$98,776--$98,776
Other Expenses$46,016$22,715$25,462$71,478
Grants to Domestic Individuals$51,248--$51,248
Office Expenses$1,862$3,170$40,357$45,389
Other Employee Benefits-$41,485-$41,485
Fees for Services Accounting-$29,000-$29,000
Insurance$3,678$17,664$72$21,414
Payroll Taxes$4,005$9,034-$13,039
Advertising$12,035-$135$12,170
Conferences and Meetings$8,359--$8,359
Fees for Services Legal-$5,773-$5,773
Depreciation Depletion$5,447--$5,447
Total Functional Expenses$1,580,218$390,775$178,894$2,149,887

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,486,485
Expenses Not Reported on Form 990$2,336,598
Expenses per Audited Statements$2,149,887
Total Expenses per Form 990$2,149,887
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lock Haven UniversityLock Haven, PA-Scholarships & Aid Support of University Programsstudent and Faculty Scholarships and Awardsfunds to Assist With Capital Improvements$1,016,220
Student Auxiliary Services IncLock Haven, PA-Scholarships & Aid$804
Kutztown UniversityKutztown, PA-Scholarship$350
Covenant United Methodist ChurchLock Haven, PA-Donation$300
Go4thegoal FoundationPennsauken, NJ-Donation$227
Nln FoundationWashington, DC-Donation$40
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$65,756
Fundraising Direct Expenses$23,546
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Alumni Golf Tournament$26,590$26,590$279$26,311
Athletics Bingo Fundraiser$15,130$15,130$388$14,742
Total Events$74,081$65,756$23,546$42,210
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-ENTITY > 35% OWNERSHIP BY A FAMILY MEMBER OF DIRECTORInsurance PremiumsNo$11,066
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Split Interest Agreements$412,871
Interest Rate Swap Agreements$4,015
Deferred Debt & Bond Premium Costs$-31,303

Bond Issues

BondIssuerIssuedIssue PricePurpose
APennsylvania Higher Education Facilities Authority2013-05-26$16,057,515Refunding of evergreen commons student housing project

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$15,994,735---

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The foundation engages a management company to operate the evergreen commons student housing project.

Form 990, Part VI, Section B, Line 11B

The first draft of the form 990 is reviewed by the chief financial officer with the paid preparer. The second draft is reviewed by the finance committee, as presented by the paid preparer. The third draft is provided to the board of directors, preferably electronically, prior to the next regularly scheduled meeting of the board of directors. The final draft of the form 990 is approved or denied by the board of directors. After final approval by the board of directors, the final form 990 will be filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The board of directors requires each director and employee to annually (1) review the conflict of interest policy; (2) disclose any possible personal familial, or business relationships that reasonably could give rise to a conflict involving the foundation or university; and (3) acknowledge by his or her signature that he or she will act in accordance with the letter and spirit of this policy. Information provided on the annual form shall be held in confidence except when, after consultation with the member, the foundation or university best interests would be served by disclosure.

Form 990, Part VI, Section B, Line 15

A recommendation for the annual compensation is developed by the executive committee, who uses salary surveys and market comparisons for comparable positions to identify reasonable compensation and benefit levels. This recommendation is presented to the board of directors for review and approval.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents and conflict of interest policy are available on their website. When a written request is received for public inspection of the financial statements, the executive director, a committee of the board of directors, and/or the board of directors will evaluate the facts and circumstances specific to the individual request to determine if the request will be granted in accordance with applicable law.

Filing and Contact Details

Filer

Filer Name
Lock Haven University Foundation
EIN
23-7007734
Phone
5704842625
Address
401 NORTH FAIRVIEW STREET NO 214, LOCK HAVEN, PA 17745

Signing Officer

Name
Ronald Bowes
Title
Treasurer
Phone
5704842298
Signed
2021-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald Bowes
Formed
1967
Legal Domicile
Pa
Voting Board Members
20
Independent Board Members
20
Employees
22
Volunteers
0

Preparer

Firm
Urish Popeck & Co LLC
Address
2160 SANDY DRIVE STE C, STATE COLLEGE, PA 16803
Preparer
Kevin M Mcgarry CPA
Phone
8142349007
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of interest rate swaps -2,861. Change in value of split-interest agreements -37,104.

Financial Statement Notes

PART III, LINE 4:

The foundation maintains a donated collection of oil paintings and black/white etchings by john sloan. In addition, the foundation displays donated portraits in the durrwachter alumni conference center. In accordance with its mission to generate and manage resources for the benefit of lock haven university and its students, the collections are used by the university for education, including for loan or exchange programs, and preserves the history of the foundation and the university. Part v, line 4: the intended use of the foundation's endowment funds are driven by the donor's intent. At june 30, 2020, $6,659,120 of the total $10,173,007 endowment net assets are for scholarships. The remaining endowment net assets are for progress of designated departments or projects and charitable gifts payable in future periods. Part x, line 2: the foundation's open audit periods are for fiscal years june 30, 2017 through june 30, 2019. Asc no. 740-10, "income taxes" prescribes a comprehensive model for how an organization should measure, recognize,present and disclose uncertain tax positions taken on its return. The foundation believes that it has appropriate support for tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value interest rate swap -2,861. Change in value of split-interest agreements -37,104.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Rental expenses -2,313,052. Special events -23,546.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses 2,313,052. Special events 23,546.

Raw XML AppendixShowing 400 of 753 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0592188
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0400295
IRS990/AccountsReceivableGrp/BOYAmt04156
IRS990/AccountsReceivableGrp/EOYAmt042056
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO GENERATE AND MANAGE RESOURCES FOR THE BENEFIT OF LOCK HAVEN UNIVERSITY AND ITS STUDENTS.
IRS990/AdvertisingGrp/FundraisingAmt0135
IRS990/AdvertisingGrp/ProgramServicesAmt012035
IRS990/AdvertisingGrp/TotalAmt012170
IRS990/AllOtherContributionsAmt01158474
IRS990/AllOtherExpensesGrp/ProgramServicesAmt098776
IRS990/AllOtherExpensesGrp/TotalAmt098776
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHIEF FINANCIAL OFFICER
IRS990/BooksInCareOfDetail/PhoneNum05704842298
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 NORTH FAIRVIEW STREET SUITE 214
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOCK HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017745
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0253010
IRS990/CashNonInterestBearingGrp/EOYAmt0493749
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt08359
IRS990/ConferencesMeetingsGrp/TotalAmt08359
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt08325
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01166799
IRS990/CYGrantsAndSimilarPaidAmt01069189
IRS990/CYInvestmentIncomeAmt0452474
IRS990/CYOtherExpensesAmt0733548
IRS990/CYOtherRevenueAmt0-137709
IRS990/CYProgramServiceRevenueAmt0267491
IRS990/CYRevenuesLessExpensesAmt0-400832
IRS990/CYSalariesCompEmpBnftPaidAmt0347150
IRS990/CYTotalExpensesAmt02149887
IRS990/CYTotalFundraisingExpenseAmt0178894
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01749055
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt039803
IRS990/DeferredRevenueGrp/EOYAmt030859
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05447
IRS990/DepreciationDepletionGrp/TotalAmt05447
IRS990/Desc0SUPPORT OF LOCK HAVEN UNIVERSITY'S ACADEMIC PROGRAMS BASED ON THE UNIVERSITY CASE FOR SUPPORT WHICH INCLUDES FACILITY UPGRADES, FACULTY ENHANCEMENTS, GLOBAL HONORS PROGRAMS, INTERNATIONAL EDUCATION, SCIENCE EDUCATION AND STUDENT ENHANCEMENTS AND INTERCOLLEGIATE ATHLETICS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt020692716
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt019482972
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt0511029
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt029000
IRS990/FeesForServicesAccountingGrp/TotalAmt029000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05773
IRS990/FeesForServicesLegalGrp/TotalAmt05773
IRS990/FeesForServicesOtherGrp/FundraisingAmt051997
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt031285
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt033568
IRS990/FeesForServicesOtherGrp/TotalAmt0116850
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN TASSELLI
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT MAGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm2RONALD BOWES
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES BERKEBILE
IRS990/Form990PartVIISectionAGrp/PersonNm4SCOTT CULPEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm5COLROBERT BLOSE
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER RITER
IRS990/Form990PartVIISectionAGrp/PersonNm7J MICHAEL WILLIAMSON
IRS990/Form990PartVIISectionAGrp/PersonNm8ANTHONY ANASTOS
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT LOMISON
IRS990/Form990PartVIISectionAGrp/PersonNm10GAIL NESTLERODE
IRS990/Form990PartVIISectionAGrp/PersonNm11WILLIAM MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm12MILTON STAN ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm13POLLY SPANGLER
IRS990/Form990PartVIISectionAGrp/PersonNm14WAYNE ALLISON
IRS990/Form990PartVIISectionAGrp/PersonNm15MONA MANGAN
IRS990/Form990PartVIISectionAGrp/PersonNm16HARRY CRISSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm17ANNETTE DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm18JEFFREY PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm19GARY LAUBSCHER
IRS990/Form990PartVIISectionAGrp/PersonNm20MARK STERN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADVANCEMENT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5FINANCE COMMITTE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt08325
IRS990/FundraisingDirectExpensesAmt023546
IRS990/FundraisingGrossIncomeAmt065756
IRS990/GainOrLossGrp/SecuritiesAmt041704
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt051248
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt051248
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01017941
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01017941
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07425303
IRS990/GrossReceiptsAmt011469252
IRS990/GrossRentsGrp/RealAmt02133133
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt072
IRS990/InsuranceGrp/ManagementAndGeneralAmt017664
IRS990/InsuranceGrp/ProgramServicesAmt03678
IRS990/InsuranceGrp/TotalAmt021414
IRS990/InvestmentExpenseAmt0-51126
IRS990/InvestmentIncomeGrp/ExclusionAmt0410770
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0410770
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016589999
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015713997
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011116289
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08233560
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07702618
IRS990/LandBldgEquipCostOrOtherBssAmt018818907
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07383599
IRS990/LessRentalExpensesGrp/RealAmt02313052
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO GENERATE AND MANAGE RESOURCES FOR THE BENEFIT OF LOCK HAVEN UNIVERSITY AND ITS STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0153572
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02115652
IRS990/NetAssetsOrFundBalancesBOYAmt012952282
IRS990/NetAssetsOrFundBalancesEOYAmt012285240
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt041704
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt041704
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt042210
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt042210
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-179919
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-179919
IRS990/NetUnrelatedBusTxblIncmAmt0-15352
IRS990/NetUnrlzdGainsLossesInvstAmt0-175119
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-7740434
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-7197732
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt012096
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt040357
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03170
IRS990/OfficeExpensesGrp/ProgramServicesAmt01862
IRS990/OfficeExpensesGrp/TotalAmt045389
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0510513
IRS990/OtherAssetsTotalGrp/EOYAmt0360621
IRS990/OtherChangesInNetAssetsAmt0-39965
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041485
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041485
IRS990/OtherExpensesGrp/Desc0EQUIPMENT & SUPPLIES
IRS990/OtherExpensesGrp/Desc1HOUSING, MEALS, & TRANS
IRS990/OtherExpensesGrp/Desc2OTHER RELATED FEES & EX
IRS990/OtherExpensesGrp/Desc3SPECIAL EVENTS
IRS990/OtherExpensesGrp/FundraisingAmt012162
IRS990/OtherExpensesGrp/FundraisingAmt121345
IRS990/OtherExpensesGrp/FundraisingAmt223187
IRS990/OtherExpensesGrp/FundraisingAmt325462
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03910
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122715
IRS990/OtherExpensesGrp/ProgramServicesAmt0154739
IRS990/OtherExpensesGrp/ProgramServicesAmt153474
IRS990/OtherExpensesGrp/ProgramServicesAmt227360
IRS990/OtherExpensesGrp/ProgramServicesAmt346016
IRS990/OtherExpensesGrp/TotalAmt0170811
IRS990/OtherExpensesGrp/TotalAmt174819
IRS990/OtherExpensesGrp/TotalAmt273262
IRS990/OtherExpensesGrp/TotalAmt371478
IRS990/OtherLiabilitiesGrp/BOYAmt0431786
IRS990/OtherLiabilitiesGrp/EOYAmt0385583
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04177
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0226739
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt061710
IRS990/OtherSalariesAndWagesGrp/TotalAmt0292626
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt055106
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt051811
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09034
IRS990/PayrollTaxesGrp/ProgramServicesAmt04005
IRS990/PayrollTaxesGrp/TotalAmt013039
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0549702
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0495536
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08900
IRS990/PrincipalOfficerNm0RONALD BOWES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER UNIVERSITY PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc2CAMP INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0140364
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116251
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212698
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0238542
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116251
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212698
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt098178
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT OF STUDENT SCHOLARSHIPS AND AWARDS BASED ON DONOR DESIGNATION AND CRITERIA. THE ORGANIZATION AWARDS OVER 380 ANNUAL SCHOLARSHIPS AND AWARDS TO BOTH FRESHMEN AND UPPERCLASSMEN BASED ON NEED AND MERIT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01069189
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01069189
IRS990/ProgSrvcAccomActy3Grp/Desc0OWN AND OPERATE TWO STUDENT HOUSING PROJECTS (EVERGREEN COMMONS AND THE FOUNDATION VILLAGE AT CLEARFIELD) FOR THE BENEFIT OF LOCK HAVEN OR ITS STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0-179919
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01117794
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01059580
IRS990/PYInvestmentIncomeAmt0486921
IRS990/PYOtherExpensesAmt01029030
IRS990/PYOtherRevenueAmt0579247
IRS990/PYProgramServiceRevenueAmt0579037
IRS990/PYRevenuesLessExpensesAmt0193565
IRS990/PYSalariesCompEmpBnftPaidAmt0480824
IRS990/PYTotalExpensesAmt02569434
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02762999

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings