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LEHIGH UNIVERSITY

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Public IRS 990 nonprofit record

LEHIGH UNIVERSITY

EIN 24-0795445 · Education (B430)

What they do

THE UNIVERSITYS GOAL IN THE COMING DECADE is to ADVANCE LEARNING THROUGH THE INTEGRATION of TEACHING, RESEARCH and SERVICE to OTHERS. THE CORE of THIS GOAL is to PREPARE GRADUATES to ENGAGE WITH THE WORLD and LEAD LIVES of MEANING. to DO THIS, THE UNIVERSITY COMMITS to ACHIEVE NATIONAL and INTERNATIONAL RESEARCH PROMINENCE; PROVIDE LEARNING EXPERIENCES GROUNDED IN FUNDAMENTAL, TRANSFERABLE SKILLS ACROSS ALL DISCIPLINES and IN REAL WORLD CHALLENGES; PROMOTE STRATEGIC RISK-TAKING IN THE PRESENCE of OPPORTUNITY and ADVERSITY; SUPPORT SOCIAL, ENVIRONMENTAL and ECONOMIC SUSTAINABILITY; PROVIDE MEANINGFUL CONNECTIONS and PARTNERSHIPS WITH ALUMNI, SUPPORTERS, and CITIZENS AROUND THE GLOBE; PROVIDE A ROBUST RETURN ON THE INVESTMENT IN A LEHIGH EDUCATION; and PROMOTE A DIVERSE, INCLUSIVE, and FINANCIALLY ACCESSIBLE ENVIRONMENT.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $86.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders43 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.43%of revenue went to mission work86.7% of expenses · Program services
2.54%of revenue went to fundraising2.9% of expenses
$87.04spent for every $100 of revenueRevenue covered expenses this year.
9.06%of revenue went to management and office costs10.4% of expenses
$4.74in assets for every $1 spent this yearSome assets cannot be spent right away.
13.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,429,710 for KRISTIN AGATONE (CHIEF INVESTMENT OFF.). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$840,062,522
Mission workProgram services$633,671,51275.43% of revenue86.7% of expenses
ManagementOffice and general costs$76,143,6769.06% of revenue10.4% of expenses
FundraisingAsking for donations$21,357,1462.54% of revenue2.9% of expenses
Revenue left after expensesReported annual surplus$108,890,18812.96% of revenueShown in gray on the chart
Total expenses$731,172,33487.04% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 86.7% mission · 10.4% management · 2.9% fundraisingTotal expenses: 87.04% of revenue
2023Expense mix: 86.8% mission · 10.3% management · 3.0% fundraisingTotal expenses: 92.23% of revenue
2022Expense mix: 87.2% mission · 9.9% management · 2.9% fundraisingTotal expenses: 91.07% of revenue
2021Expense mix: 87.0% mission · 10.2% management · 2.8% fundraisingTotal expenses: 82.79% of revenue
2020Expense mix: 85.9% mission · 11.2% management · 3.0% fundraisingTotal expenses: 85.96% of revenue
2019Expense mix: 86.1% mission · 10.5% management · 3.4% fundraisingTotal expenses: 103.47% of revenue
2018Expense mix: 87.2% mission · 8.8% management · 4.0% fundraisingTotal expenses: 94.79% of revenue
2017Expense mix: 87.4% mission · 9.2% management · 3.4% fundraisingTotal expenses: 91.58% of revenue

Money in and money out

Revenue$840,062,522
Expenses$731,172,334
Annual surplus $108,890,188 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$633,671,512 · 86.7% of expenses
Management and office costs$76,143,676 · 10.4% of expenses
Fundraising$21,357,146 · 2.9% of expenses
See all reported dollar amounts
Revenue$840,062,522
Expenses$731,172,334
Assets$3,464,195,116
Income$1,429,714,773
Contributions$114,372,604
Mission work (program services)$633,671,512
Fundraising$21,357,146
Grants given$40,273,520
Average grant$124,686
Management and general$76,143,676
Stocks and bonds$842,599,667
Accounting fees$971,843
Investing fees$10,506,323
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
KRISTIN AGATONECHIEF INVESTMENT OFF. · 40 hrs/week $1,429,710Base $1,369,597 · Other $60,113
JOSEPH J HELBLEPRESIDENT · 40 hrs/week $1,145,854Base $1,084,009 · Other $61,845
NATHANIEL N URBANPROVOST · 40 hrs/week $785,941Base $732,579 · Other $53,362
MICHAEL D GOULDDIRECTOR INVEST. OFF. · 40 hrs/week $752,813Base $696,296 · Other $56,517
PAUL BROCKMANPROFESSOR · 40 hrs/week $588,193Base $535,725 · Other $52,468
GEORGETTE C PHILLIPSDEAN,COLL. BUS. & ECON. · 40 hrs/week $572,250Base $536,997 · Other $35,253
FRANK A ROTHGENERAL COUNSEL, SECRETARY · 40 hrs/week $537,086Base $484,532 · Other $52,554
JOHN WELTYPROVOST, WEST REG. OFF. · 40 hrs/week $518,177Base $474,248 · Other $43,929
STEPHEN P DEWEERTHDEAN,P.C.ROSSIN COLL OF ENG · 40 hrs/week $508,629Base $456,104 · Other $52,525
ROBERT A FLOWERSDEAN,COLL. ARTS & SCI. · 40 hrs/week $492,976Base $375,224 · Other $117,752
KATHLEEN HANLEYPROFESSOR · 40 hrs/week $475,682Base $424,820 · Other $50,862
CHRISTINE COOKVP FINANCE & ADMINISTRATION · 40 hrs/week $466,937Base $428,276 · Other $38,661

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (43)

KRISTIN AGATONECHIEF INVESTMENT OFF.

JOSEPH J HELBLEPRESIDENT

NATHANIEL N URBANPROVOST

MICHAEL D GOULDDIRECTOR INVEST. OFF.

PAUL BROCKMANPROFESSOR

GEORGETTE C PHILLIPSDEAN,COLL. BUS. & ECON.

FRANK A ROTHGENERAL COUNSEL, SECRETARY

JOHN WELTYPROVOST, WEST REG. OFF.

STEPHEN P DEWEERTHDEAN,P.C.ROSSIN COLL OF ENG

ROBERT A FLOWERSDEAN,COLL. ARTS & SCI.

KATHLEEN HANLEYPROFESSOR

CHRISTINE COOKVP FINANCE & ADMINISTRATION

DAVID L HAMMERASSOCIATE VP & TREASURER

MICHAEL J TODDVP FIN & ADMIN THRU 07/05

JOHN D SIMONPROFESSOR/FORMER PRESIDENT

MARY T KUSHTRUSTEE

PAUL A CAMUTITRUSTEE

MICHELE M SCARINGELLATRUSTEE

VINCENT A FORLENZACHAIRMAN, BOARD OF TRUSTEES

SANDRA L DENTONTRUSTEE

SANDRA L STELLINGTRUSTEE

SARAT SETHITRUSTEE

STEPHEN S TANGTRUSTEE

TED HARRISTRUSTEE

TED WALSHTRUSTEE

ANDREW D FREEDTRUSTEE

FRANCESCA A BARTLETTTRUSTEE

ANN LEWNESVICE CHAIR, BOARD OF TRUSTEES

CHRISTOPHER D HITETRUSTEE

CHRISTOPHER M SCOTTTRUSTEE

COREY L HARRISONTRUSTEE

DINA DILORENZOTRUSTEE

ERIC A CLEMENTTRUSTEE

ERIKA J SMITHTRUSTEE

FAITH R GLAZIERTRUSTEE

MARY BETH C TULLYTRUSTEE

FREDERICK R COLEMANTRUSTEE

JAMES H GARRETT JRTRUSTEE

JAMES R MAIDATRUSTEE

JEFFREY BOSLANDTRUSTEE

JORDAN HITCHVICE CHAIR, BOARD OF TRUSTEES

KENDALL B OBRIENTRUSTEE

MARK R YEAGERTRUSTEE

About this charity

Recognized since
January 1938
Location
306 S NEW ST SUITE 464, BETHLEHEM, PA 18015-1652
County
Northampton
In care of
% S CROUCH CONTROLLER
Primary officer
DAVID L HAMMER, AVP / TREASURER

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
PWC US TAX LLP
NTEE classification
Education (B430)
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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