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Nonprofit · EIN 24-0795445

LEHIGH UNIVERSITY

Tax-exempt · BETHLEHEM, PA 18015

Financials

$840.1M$731.2M2024
Revenue Expenses · by fiscal year end
Financials of LEHIGH UNIVERSITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$840,062,522$731,172,334$108,890,188$3,464,195,116$726,097,234$2,738,097,882
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$114,372,604
of which government grants
$59,489,096
Program service revenue
$504,698,237
Investment income
$219,895,344
Royalties
$363,991
Net rental income
$750,352
Net gain from sales of assets
$177,301,650
Net income from fundraising events
-$18,006
Other revenue
$1,096,337

Expenses

Grants and similar amounts paid
$186,791,238
Compensation of officers, directors and key employees
$5,659,412
Other salaries and wages
$226,125,502
Salaries, compensation and benefits (total)
$311,520,614
Professional fundraising fees
$49,497
Legal fees
$994,080
Accounting fees
$971,843
Occupancy
$51,095,428
Travel
$8,709,251
Depreciation
$44,199,567
Program services (functional)
$633,671,512
Management and general (functional)
$76,143,676
Fundraising (functional)
$21,357,146

Balance sheet and other

Total assets, start of year
$3,269,250,521
Total assets, end of year
$3,464,195,116
Total liabilities, end of year
$726,097,234
Net assets, end of year
$2,738,097,882
Land, buildings and equipment
$817,865,357
Publicly traded securities
$842,599,667
Net assets without donor restrictions
$1,270,578,946
Net assets with donor restrictions
$1,467,518,936
Gross unrelated business income
$3,349,330
Gross receipts
$1,429,714,773
Employees
1,964
Volunteers
1,415
Year formed
1866
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KRISTIN AGATONECHIEF INVESTMENT OFF.
Key employee
40$1,369,597$60,113
JOSEPH J HELBLEPRESIDENT
Officer
40$1,084,009$61,845
NATHANIEL N URBANPROVOST
Officer
40$732,579$53,362
MICHAEL D GOULDDIRECTOR INVEST. OFF.
Highest-paid employee
40$696,296$56,517
PAUL BROCKMANPROFESSOR
Highest-paid employee
40$535,725$52,468
GEORGETTE C PHILLIPSDEAN,COLL. BUS. & ECON.
Highest-paid employee
40$536,997$35,253
FRANK A ROTHGENERAL COUNSEL, SECRETARY
Officer
40$484,532$52,554
JOHN WELTYPROVOST, WEST REG. OFF.
Highest-paid employee
40$474,248$43,929
STEPHEN P DEWEERTHDEAN,P.C.ROSSIN COLL OF ENG
Key employee
40$456,104$52,525
ROBERT A FLOWERSDEAN,COLL. ARTS & SCI.
Key employee
40$375,224$117,752
KATHLEEN HANLEYPROFESSOR
Highest-paid employee
40$424,820$50,862
CHRISTINE COOKVP FINANCE & ADMINISTRATION
Officer
40$428,276$38,661
DAVID L HAMMERASSOCIATE VP & TREASURER
Officer
40$236,532$111,937
MICHAEL J TODDVP FIN & ADMIN THRU 07/05
Officer
40$272,113$28,937
JOHN D SIMONPROFESSOR/FORMER PRESIDENT
Former
40$160,519$25,282
28 more people on this return
NameTitleHours / weekCompensation
VINCENT A FORLENZACHAIRMAN, BOARD OF TRUSTEES
Trustee or director
3$0
JORDAN HITCHVICE CHAIR, BOARD OF TRUSTEES
Trustee or director
2$0
ANN LEWNESVICE CHAIR, BOARD OF TRUSTEES
Trustee or director
2$0
FRANCESCA A BARTLETTTRUSTEE
Trustee or director
1$0
JEFFREY BOSLANDTRUSTEE
Trustee or director
1$0
PAUL A CAMUTITRUSTEE
Trustee or director
1$0
ERIC A CLEMENTTRUSTEE
Trustee or director
1$0
FREDERICK R COLEMANTRUSTEE
Trustee or director
1$0
SANDRA L DENTONTRUSTEE
Trustee or director
1$0
DINA DILORENZOTRUSTEE
Trustee or director
1$0
ANDREW D FREEDTRUSTEE
Trustee or director
1$0
JAMES H GARRETT JRTRUSTEE
Trustee or director
1$0
FAITH R GLAZIERTRUSTEE
Trustee or director
1$0
TED HARRISTRUSTEE
Trustee or director
1$0
COREY L HARRISONTRUSTEE
Trustee or director
1$0
CHRISTOPHER D HITETRUSTEE
Trustee or director
1$0
MARY T KUSHTRUSTEE
Trustee or director
1$0
JAMES R MAIDATRUSTEE
Trustee or director
1$0
KENDALL B O'BRIENTRUSTEE
Trustee or director
1$0
MICHELE M SCARINGELLATRUSTEE
Trustee or director
1$0
CHRISTOPHER M SCOTTTRUSTEE
Trustee or director
1$0
SARAT SETHITRUSTEE
Trustee or director
1$0
ERIKA J SMITHTRUSTEE
Trustee or director
1$0
SANDRA L STELLINGTRUSTEE
Trustee or director
1$0
STEPHEN S TANGTRUSTEE
Trustee or director
1$0
MARY BETH C TULLYTRUSTEE
Trustee or director
1$0
TED WALSHTRUSTEE
Trustee or director
1$0
MARK R YEAGERTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
306 S NEW STREET SUITE 464, BETHLEHEM, PA 18015-1652
In care of
% S CROUCH CONTROLLER
Principal officer (990 for 2024)
JOSEPH J HELBLE, 28 MEMORIAL DRIVE WEST, BETHLEHEM, PA 18015
Signed the 990
DAVID L HAMMER, AVP / TREASURER
Phone
(610) 758-3143
Return prepared by
PwC US Tax LLP

Mission

THE UNIVERSITY'S 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.

990 for the year ended June 30, 2025

Program accomplishments

  • INSTRUCTION: LEHIGH IS AN INDEPENDENT, COEDUCATIONAL UNIVERSITY WITH PROGRAMS OFFERED IN FOUR COLLEGES: ARTS AND SCIENCES, BUSINESS AND ECONOMICS, EDUCATION, AND ENGINEERING AND APPLIED SCIENCES. AN INTERDISCIPLINARY MINDSET HAS LONG BEEN A PART OF THE LEHIGH CULTURE AND IS EVIDENT IN THE UNIVERSITY'S APPROACH TO TEACHING AND RESEARCH. LEHIGH'S UNDERGRADUATE AND GRADUATE STUDENTS WORK IN A COLLABORATIVE ENVIRONMENT, WHERE THEY HAVE THE OPPORTUNITY TO WORK CLOSELY WITH FACULTY, STAFF AND FELLOW STUDENTS IN A PERSONALIZED SETTING. LEHIGH UNIVERSITY COMPRISES FIVE COLLEGES, FOUR OF WHICH CONFER UNDERGRADUATE, MASTER'S, AND DOCTORAL DEGREES. THE FIFTH COLLEGE OFFERS GRADUATE-LEVEL PROGRAMS ONLY, INCLUDING BOTH MASTER'S AND DOCTORAL DEGREES. ALL FIVE COLLEGES ACTIVELY COLLABORATE ON CROSS-DISCIPLINARY ACADEMIC PROGRAMS AND FACULTY RESEARCH INITIATIVES, LEHIGH OFFERS APPROXIMATELY 60 UNDERGRADUATE AND GRADUATE DEGREES AND OFFERS MORE THAN 100 UNDERGRADUATE PROGRAMS AND MAJORS, FEATURING MORE THAN 2,100 COURSES. THERE ARE APPROXIMATELY 90 PROGRAMS OFFERED AT THE GRADUATE LEVEL. IN THE FALL OF 2024, LEHIGH UNDERGRADUATE ENROLLMENT WAS 5,878 FTE UNDERGRADUATE STUDENTS AND 1,373 FTE GRADUATE STUDENTS."
    Expenses $463,094,588 · grants $169,575,325 · revenue $424,703,194
  • RESEARCH: LEHIGH IS COMMITTED TO THE PURSUIT OF NEW KNOWLEDGE, CREATIVE DISCOVERY, SCHOLARLY INQUIRY, AND ESTABLISHING A VIBRANT INTELLECTUAL CULTURE THAT PERVADES THE CAMPUS COMMUNITY. FACULTY RESEARCH AND CREATIVE WORK HAS BEEN RECOGNIZED NATIONALLY AND INTERNATIONALLY BY HIGH HONORS FROM PEERS, SIGNIFICANT GRANTS AND FUNDING, PATENTS GRANTED, AND NUMEROUS AND VARIED AWARDS. LEHIGH FACULTY HAVE CONTRIBUTED TO ADVANCEMENTS IN THEIR DISCIPLINES AND HAVE BEEN AT THE FOREFRONT OF MAJOR DISCOVERIES THAT HAVE IMPROVED THE LIVES OF MILLIONS. THIS SCHOLARLY INQUIRY AND RESEARCH POSITIVELY IMPACTS AND ENHANCES THE LEARNING EXPERIENCE IN THE CLASSROOM. TOGETHER WITH TRADITIONAL FACULTY SCHOLARSHIP ACTIVITIES, APPROXIMATELY 660 ACTIVELY SUPPORTED RESEARCH PROJECTS WERE CONDUCTED IN FISCAL YEAR 2025.
    Expenses $71,063,550 · grants $11,148,772 · revenue $926,568
  • AUXILIARY SERVICES: STUDENT LIFE AT LEHIGH CREATES A BALANCED EDUCATIONAL EXPERIENCE THAT INTEGRATES FORMAL STUDIES WITH RESIDENTIAL LIFE AND A VIBRANT ARRAY OF STUDENT ORGANIZATIONS AND ACTIVITIES. LEHIGH IS A CARING COMMUNITY DEEPLY COMMITTED TO HARMONIOUS CULTURAL DIVERSITY AS AN ESSENTIAL ELEMENT OF THE LEARNING ENVIRONMENT. IN ORDER THAT ALL MEMBERS OF THE LEHIGH COMMUNITY MIGHT DEVELOP AS EFFECTIVE AND ENLIGHTENED CITIZENS, THE UNIVERSITY ENCOURAGES PHYSICAL, SOCIAL, ETHICAL AND SPIRITUAL DEVELOPMENT AS WELL AS RIGOROUS INTELLECTUAL DEVELOPMENT. IN FISCAL YEAR 2025, APPROXIMATELY 3,907 UNDERGRADUATE STUDENTS RESIDED IN RESIDENCE HALLS, FRATERNITIES OR SORORITIES AND APPROXIMATELY 212 RESIDENTS OCCUPIED GRADUATE HOUSING ON LEHIGH'S CAMPUS.
    Expenses $67,049,280 · grants $5,882,387 · revenue $66,889,016

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
24-0795445
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1938
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B430)
Assets (IRS master file)
$3,464,195,116
Income (IRS master file)
$1,429,714,773

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990-TJune 2025–––IRS
990June 2024–––IRS
990-TJune 2024–––IRS
990June 2023$695,392,244$633,294,461$3,127,359,714IRS
990-TJune 2023–––IRS
990June 2022$713,288,867$590,518,652$3,057,301,515IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about LEHIGH UNIVERSITY

What is the EIN of LEHIGH UNIVERSITY?
The employer identification number (EIN) of LEHIGH UNIVERSITY is 24-0795445.
Is LEHIGH UNIVERSITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
Are donations to LEHIGH UNIVERSITY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEHIGH UNIVERSITY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LEHIGH UNIVERSITY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEHIGH UNIVERSITY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of LEHIGH UNIVERSITY?
The 990 for the year ended June 30, 2025 names JOSEPH J HELBLE.
Who are the officers and directors of LEHIGH UNIVERSITY?
The 990 for the year ended June 30, 2025 lists 43 people; 15 received compensation from the organization, the highest $1,369,597 (KRISTIN AGATONE, CHIEF INVESTMENT OFF.).
How much revenue does LEHIGH UNIVERSITY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $840,062,522, expenses of $731,172,334 and total assets of $3,464,195,116 at year end.

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