Civic Intelligence

Lock Haven University Foundation

990 • Fiscal year 2023 • EIN 23-7007734

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 02, 2024

401 North Fairview Street 212Lock Haven, PA 17745

(570) 484-2625

Siviq Scores

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

Liabilities / Assets

69th percentile

0.44x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

3.07x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

45th percentile

4.9%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

90th percentile

63%

Faster revenue growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$29,009,293

Up $1,356,570 (+4.9%) from 2022

Net Assets

Up

$16,359,987

Up $2,369,219 (+17%) from 2022

Liabilities

Down

$12,649,306

Down $1,012,649 (-7.4%) from 2022

Revenue

Up

$4,121,485

Up $1,589,280 (+63%) from 2022

Expenses

Up

$2,636,135

Up $701,032 (+36%) from 2022

Net Income

Up

$1,485,350

Up $888,248 (+149%) from 2022

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

2023

Assets$29,009,293
Liabilities$12,649,306
Net Assets$16,359,987

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

2023

Revenue$4,121,485
Expenses$2,636,135
Net Income$1,485,350
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 2, 2024
Return Version
2022v5.0
Gross Receipts
$11,211,039
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$17,398,177$18,718,540▲ $1,320,363
Land, Buildings, and Equipment, Net$6,465,841$5,974,617▼ $491,224
Savings and Temporary Cash Investments$2,668,387$2,854,552▲ $186,165
Pledges and Grants Receivable$328,134$866,381▲ $538,247
Cash and Non-Interest-Bearing Accounts$355,128$99,371▼ $255,757
Prepaid Expenses and Deferred Charges$24,259$75,609▲ $51,350
Other Notes and Loans Receivable, Net$39,077$37,647▼ $1,430
Accounts Receivable$13,871$22,308▲ $8,437
Total Assets$27,652,723$29,009,293▲ $1,356,570
Other Assets Total$359,849$360,268▲ $419
Liabilities
Tax Exempt Bond Liabilities$10,841,292$10,121,615▼ $719,677
Mortgage Notes Payable Secured by Investment Property$1,575,625$1,301,406▼ $274,219
Accounts Payable and Accrued Expenses$433,797$426,930▼ $6,867
Unsecured Notes Loans Payable$419,592$419,934▲ $342
Other Liabilities$349,742$339,092▼ $10,650
Deferred Revenue$41,907$40,329▼ $1,578
Total Liabilities$13,661,955$12,649,306▼ $1,012,649
Net Assets / Fund Balance
Net Assets With Donor Restrictions$20,617,936$22,762,175▲ $2,144,239
Net Assets Without Donor Restrictions$-6,627,168$-6,402,188▲ $224,980
Total Net Assets Fund Balance$13,990,768$16,359,987▲ $2,369,219
Total Liabilities and Net Assets / Fund Balance$27,652,723$29,009,293▲ $1,356,570

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,584,433$10,594,349$15,178,782
Equipment$235,278$2,194,197$2,429,475
Land$1,077,341-$1,077,341
Other Land Buildings$77,565-$77,565

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$11,939,122$162,358▲ $1,568,744-$12,663,200
2021$14,118,478$194,231▼ $1,702,809-$11,939,122
2020$10,687,972$690,343▲ $4,131,286-$14,118,478
2019$11,208,016$130,000▲ $105,515-$10,687,972
2018$11,031,461$176,549▲ $678,388-$11,208,016
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer RiterChair
Milton Stan AllenFinance Committee Chair
Robert MaguireVice Chair
Francis CondinoAdvancement Committee Chai
Don CalcagniMember
Ed ShifflettMember
Edward WrightMember
Gail NestlerodeMember
Joseph KoehlerMember
Peggy McfarlandMember
Polly SpanglerMember
Robert LomisonMember
Ronald BowesMember
Thane TurnerMember
James BerkebileSecretary
Jeffrey ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,446,855
Program Service Revenue
$770,086
Investment Income
$863,365
Other Revenue
$41,179
All Other Contributions
$2,445,115
Change in Net Assets
$1,485,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,464,587
Revenue Not Reported on Financial Statements
$-2,343,102
Revenue Not Reported on Form 990
$940,480
Other Revenue Adjustments
$-2,399,713
Total Revenue per Audited Statements
$7,405,067
Total Revenue per Form 990
$4,121,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,158,613
Other Expenses$1,000,709
Salaries, Compensation, and Employee Benefits$476,813
Total Fundraising Expense$162,325
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,095,144--$1,095,144
Other Salaries and Wages$7,797$307,058-$314,855
All Other Expenses$120,445$15,023$46,784$182,252
Pension Plan Contributions-$135,869-$135,869
Other Expenses$103,291$1,717$29,812$103,291
Fees for Services Other-$15,330$62,500$77,830
Grants to Domestic Individuals$63,469--$63,469
Fees for Services Management-$38,174-$38,174
Fees for Services Accounting-$34,375-$34,375
Payroll Taxes$785$25,304-$26,089
Fees for Services Legal-$24,736-$24,736
Office Expenses$2,047$829$15,022$17,898
Insurance$2,919$11,751-$14,670
Conferences and Meetings$12,791--$12,791
Advertising$3,590-$4,489$8,079
Depreciation Depletion$1,442$435-$1,877
Total Functional Expenses$1,863,209$610,601$162,325$2,636,135

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,035,848
Expenses per Audited Statements$2,636,135
Total Expenses per Form 990$2,636,135
Expenses Not Reported on Form 990$2,399,713
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$955,513
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,878
Fundraising Direct Expenses$62,682
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Alumni Golf Tournament$22,981$22,981$10,440$12,541
Baseball/wrestling Game Feed & Raff$18,931$18,931$476$18,455
Total Events$114,618$112,878$62,682$50,196
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$2,678
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Split Interest Agreements$357,704
Deferred Debt & Bond Premium Costs$-18,612

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
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
No
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 212, LOCK HAVEN, PA 17745

Signing Officer

Name
Jeffrey Parker
Title
Treasurer
Phone
5704842298
Signed
2024-04-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Parker
Formed
1967
Legal Domicile
Pa
Voting Board Members
16
Independent Board Members
16
Employees
38
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 -82. Change in value of split-interest agreements -10,351.

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, 2022, $6,504,757 of the total $11,475,729 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, 2019 through june 30, 2021. 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 -82. Change in value of split-interest agreements -10,351.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Rental expenses -2,337,030. Special events -62,683.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses 2,337,030. Special events 62,683.

Raw XML AppendixShowing 400 of 679 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/BOYAmt0433797
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0426930
IRS990/AccountsReceivableGrp/BOYAmt013871
IRS990/AccountsReceivableGrp/EOYAmt022308
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO GENERATE AND MANAGE RESOURCES FOR THE BENEFIT OF LOCK HAVEN UNIVERSITY AND ITS STUDENTS.
IRS990/AdvertisingGrp/FundraisingAmt04489
IRS990/AdvertisingGrp/ProgramServicesAmt03590
IRS990/AdvertisingGrp/TotalAmt08079
IRS990/AllOtherContributionsAmt02445115
IRS990/AllOtherExpensesGrp/FundraisingAmt046784
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt015023
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0120445
IRS990/AllOtherExpensesGrp/TotalAmt0182252
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHIEF FINANCIAL OFFICER
IRS990/BooksInCareOfDetail/PhoneNum05704842298
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 FOUNDATION DRIVE STE 212
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOCK HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd017745
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0355128
IRS990/CashNonInterestBearingGrp/EOYAmt099371
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012791
IRS990/ConferencesMeetingsGrp/TotalAmt012791
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt01740
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02446855
IRS990/CYGrantsAndSimilarPaidAmt01158613
IRS990/CYInvestmentIncomeAmt0863365
IRS990/CYOtherExpensesAmt01000709
IRS990/CYOtherRevenueAmt041179
IRS990/CYProgramServiceRevenueAmt0770086
IRS990/CYRevenuesLessExpensesAmt01485350
IRS990/CYSalariesCompEmpBnftPaidAmt0476813
IRS990/CYTotalExpensesAmt02636135
IRS990/CYTotalFundraisingExpenseAmt0162325
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04121485
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt041907
IRS990/DeferredRevenueGrp/EOYAmt040329
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0435
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01442
IRS990/DepreciationDepletionGrp/TotalAmt01877
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/BOYAmt020617936
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt022762175
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt038
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt0704596
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034375
IRS990/FeesForServicesAccountingGrp/TotalAmt034375
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt024736
IRS990/FeesForServicesLegalGrp/TotalAmt024736
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt038174
IRS990/FeesForServicesManagementGrp/TotalAmt038174
IRS990/FeesForServicesOtherGrp/FundraisingAmt062500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015330
IRS990/FeesForServicesOtherGrp/TotalAmt077830
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
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/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/PersonNm0JENNIFER RITER
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT MAGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm2RONALD BOWES
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES BERKEBILE
IRS990/Form990PartVIISectionAGrp/PersonNm4EDWARD WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT LOMISON
IRS990/Form990PartVIISectionAGrp/PersonNm6GAIL NESTLERODE
IRS990/Form990PartVIISectionAGrp/PersonNm7MILTON STAN ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm8POLLY SPANGLER
IRS990/Form990PartVIISectionAGrp/PersonNm9FRANCIS CONDINO
IRS990/Form990PartVIISectionAGrp/PersonNm10JEFFREY PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSEPH KOEHLER
IRS990/Form990PartVIISectionAGrp/PersonNm12DON CALCAGNI
IRS990/Form990PartVIISectionAGrp/PersonNm13PEGGY MCFARLAND
IRS990/Form990PartVIISectionAGrp/PersonNm14THANE TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm15ED SHIFFLETT
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/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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7FINANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9ADVANCEMENT COMMITTEE CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt01740
IRS990/FundraisingDirectExpensesAmt062682
IRS990/FundraisingGrossIncomeAmt0112878
IRS990/GainOrLossGrp/SecuritiesAmt0336963
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt063469
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt063469
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01095144
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01095144
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05026805
IRS990/GrossReceiptsAmt011211039
IRS990/GrossRentsGrp/RealAmt02328013
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt011751
IRS990/InsuranceGrp/ProgramServicesAmt02919
IRS990/InsuranceGrp/TotalAmt014670
IRS990/InvestmentExpenseAmt0-56611
IRS990/InvestmentIncomeGrp/ExclusionAmt0526402
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0526402
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017398177
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018718540
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012788546
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06465841
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05974617
IRS990/LandBldgEquipCostOrOtherBssAmt018763163
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04689842
IRS990/LessRentalExpensesGrp/RealAmt02337030
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/BOYAmt01575625
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01301406
IRS990/NetAssetsOrFundBalancesBOYAmt013990768
IRS990/NetAssetsOrFundBalancesEOYAmt016359987
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0336963
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0336963
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt050196
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt050196
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-9017
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-9017
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0950913
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-6627168
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-6402188
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt08752
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt015022
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0829
IRS990/OfficeExpensesGrp/ProgramServicesAmt02047
IRS990/OfficeExpensesGrp/TotalAmt017898
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0359849
IRS990/OtherAssetsTotalGrp/EOYAmt0360268
IRS990/OtherChangesInNetAssetsAmt0-10433
IRS990/OtherExpensesGrp/Desc0EQUIPMENT & SUPPLIES
IRS990/OtherExpensesGrp/Desc1HOUSING, MEALS, & TRANS
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3ATHLETIC EVENTS & SALES
IRS990/OtherExpensesGrp/FundraisingAmt03718
IRS990/OtherExpensesGrp/FundraisingAmt129812
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01717
IRS990/OtherExpensesGrp/ProgramServicesAmt0202348
IRS990/OtherExpensesGrp/ProgramServicesAmt1132645
IRS990/OtherExpensesGrp/ProgramServicesAmt2114496
IRS990/OtherExpensesGrp/ProgramServicesAmt3103291
IRS990/OtherExpensesGrp/TotalAmt0207783
IRS990/OtherExpensesGrp/TotalAmt1162457
IRS990/OtherExpensesGrp/TotalAmt2114496
IRS990/OtherExpensesGrp/TotalAmt3103291
IRS990/OtherLiabilitiesGrp/BOYAmt0349742
IRS990/OtherLiabilitiesGrp/EOYAmt0339092
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0307058
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07797
IRS990/OtherSalariesAndWagesGrp/TotalAmt0314855
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt039077
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt037647
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025304
IRS990/PayrollTaxesGrp/ProgramServicesAmt0785
IRS990/PayrollTaxesGrp/TotalAmt026089
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0135869
IRS990/PensionPlanContributionsGrp/TotalAmt0135869
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0328134
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0866381
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024259
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt075609
IRS990/PrincipalOfficerNm0JEFFREY PARKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTED SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc2OTHER UNIVERSITY PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0424000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1310203
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21278
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0424000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1310203
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt235883
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt034605
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORT OF STUDENT SCHOLARSHIPS AND AWARDS BASED ON DONOR DESIGNATION AND CRITERIA. THE ORGANIZATION AWARDS NEARLY 400 ANNUAL SCHOLARSHIPS AND AWARDS TO BOTH FRESHMEN AND UPPERCLASSMEN BASED ON NEED AND MERIT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01158613
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01158613
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/RevenueAmt0-9017
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01172482
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01026552
IRS990/PYInvestmentIncomeAmt01099336
IRS990/PYOtherExpensesAmt0593193
IRS990/PYOtherRevenueAmt0-266055
IRS990/PYProgramServiceRevenueAmt0526442
IRS990/PYRevenuesLessExpensesAmt0597102
IRS990/PYSalariesCompEmpBnftPaidAmt0315358
IRS990/PYTotalExpensesAmt01935103
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02532205
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01485350
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-9017
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01046525
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02668387
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02854552
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01178482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01178482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01100417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01166799
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01117794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05741974
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0526402
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0365962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0336508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0410770
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0382770
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02022412
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73950
IRS990ScheduleA/PublicSupportPY170Pct00.77390
IRS990ScheduleA/PublicSupportTotal170Amt05741974
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01178482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01178482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01100417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01166799
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01117794
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05741974

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings