Nonprofit · EIN 23-7007734
LOCK HAVEN UNIVERSITY FOUNDATION
Also known as LOCK HAVEN UNIVERSITY
Tax-exempt · LOCK HAVEN, PA 17745
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,118,813 | $3,518,436 | $1,600,377 | $29,688,716 | $8,252,730 | $21,435,986 |
| June 30, 2024 | 990 | $4,738,081 | $3,083,098 | $1,654,983 | $28,073,676 | $8,931,751 | $19,141,925 |
| June 30, 2023 | 990 | $4,121,485 | $2,636,135 | $1,485,350 | $29,009,293 | $12,649,306 | $16,359,987 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,710,657
- Program service revenue
- $1,199,404
- Investment income
- $1,308,718
- Net rental income
- $326,462
- Net gain from sales of assets
- $872,676
- Net income from fundraising events
- $103,602
- Other revenue
- $900,034
Expenses
- Grants and similar amounts paid
- $942,572
- Compensation of officers, directors and key employees
- $164,263
- Other salaries and wages
- $491,656
- Salaries, compensation and benefits (total)
- $932,850
- Professional fundraising fees
- $0
- Legal fees
- $27,310
- Accounting fees
- $38,200
- Depreciation
- $4,024
- Program services (functional)
- $1,874,157
- Management and general (functional)
- $1,145,412
- Fundraising (functional)
- $498,867
Balance sheet and other
- Total assets, start of year
- $28,073,676
- Total assets, end of year
- $29,688,716
- Total liabilities, end of year
- $8,252,730
- Net assets, end of year
- $21,435,986
- Land, buildings and equipment
- $5,494,318
- Publicly traded securities
- $20,814,723
- Net assets without donor restrictions
- -$1,832,465
- Net assets with donor restrictions
- $23,268,451
- Gross receipts
- $7,105,753
- Employees
- 47
- Volunteers
- 0
- Year formed
- 1967
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ASHLEY KOSER | EXECUTIVE DIRECTOR Officer | 37.5 | $118,106 | $32,715 |
| JENNIFER RITER | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| MILTON STAN ALLEN | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| JAMES BERKEBILE | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| JEFFREY PARKER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RONALD BOWES | MEMBER Trustee or director | 0.5 | $0 | $0 |
| DONALD CALCAGNI | FINANCE COMMITTEE CHAIR Trustee or director | 0.5 | $0 | $0 |
| FRANCIS CONDINO | ADVANCEMENT COMMITTEE CHAI Trustee or director | 0.5 | $0 | $0 |
| ANN DELCOLLO | MEMBER Trustee or director | 0 | $0 | $0 |
| JOSEPH KOEHLER | GOVERNANCE COMMITTEE CHAIR Trustee or director | 0.5 | $0 | $0 |
| ROBERT LOMISON | MEMBER Trustee or director | 0 | $0 | $0 |
| PEGGY MCFARLAND | MEMBER Trustee or director | 0 | $0 | $0 |
| ED SHIFFLETT | MEMBER Trustee or director | 0 | $0 | $0 |
| POLLY SPANGLER | MEMBER Trustee or director | 0 | $0 | $0 |
| THANE TURNER | MEMBER Trustee or director | 0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD WRIGHT | MEMBER Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ASHLEY KOSER | EXECUTIVE DIRECTOR Officer | 37.5 | $100,652 | $39,667 |
| JENNIFER RITER | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| MILTON STAN ALLEN | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| JAMES BERKEBILE | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| JEFFREY PARKER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RONALD BOWES | MEMBER Trustee or director | 0.5 | $0 | $0 |
| DONALD CALCAGNI | FINANCE COMMITTEE CHAIR Trustee or director | 0.5 | $0 | $0 |
| FRANCIS CONDINO | ADVANCEMENT COMMITTEE CHAIR Trustee or director | 0.5 | $0 | $0 |
| ANN DELCOLLO | MEMBER Trustee or director | 0 | $0 | $0 |
| JOSEPH KOEHLER | GOVERNANCE COMMITTEE CHAIR Trustee or director | 0.5 | $0 | $0 |
| ROBERT LOMISON | MEMBER Trustee or director | 0 | $0 | $0 |
| PEGGY MCFARLAND | MEMBER Trustee or director | 0 | $0 | $0 |
| ED SHIFFLETT | MEMBER Trustee or director | 0 | $0 | $0 |
| POLLY SPANGLER | MEMBER Trustee or director | 0 | $0 | $0 |
| THANE TURNER | MEMBER Trustee or director | 0 | $0 | $0 |
| EDWARD WRIGHT | MEMBER Trustee or director | 0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER RITER | CHAIR Trustee or director, Officer | 4 | $0 |
| ROBERT MAGUIRE | VICE CHAIR Trustee or director, Officer | 0.5 | $0 |
| RONALD BOWES | MEMBER Trustee or director, Officer | 0.5 | $0 |
| JAMES BERKEBILE | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| EDWARD WRIGHT | MEMBER Trustee or director | 0 | $0 |
| ROBERT LOMISON | MEMBER Trustee or director | 0 | $0 |
| GAIL NESTLERODE | MEMBER Trustee or director | 0 | $0 |
| MILTON STAN ALLEN | FINANCE COMMITTEE CHAIR Trustee or director | 0.5 | $0 |
| POLLY SPANGLER | MEMBER Trustee or director | 0 | $0 |
| FRANCIS CONDINO | ADVANCEMENT COMMITTEE CHAI Trustee or director | 0.5 | $0 |
| JEFFREY PARKER | TREASURER Trustee or director | 1 | $0 |
| JOSEPH KOEHLER | MEMBER Trustee or director | 0 | $0 |
| DON CALCAGNI | MEMBER Trustee or director | 0 | $0 |
| PEGGY MCFARLAND | MEMBER Trustee or director | 0 | $0 |
| THANE TURNER | MEMBER Trustee or director | 0 | $0 |
| ED SHIFFLETT | MEMBER Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 SUSQUEHANNA AVE, LOCK HAVEN, PA 17745-2308
- Principal officer (990 for 2024)
- JENNIFER RITER, 10 SUSQUEHANNA AVE, LOCK HAVEN, PA 17745
- Signed the 990
- JENNIFER RITER, BOARD CHAIR
- Phone
- (570) 484-2383
- Website
- WWW.LHUFOUNDATION.ORG
- Return prepared by
- MCKONLY & ASBURY LLP
Mission
TO GENERATE AND MANAGE RESOURCES FOR THE BENEFIT OF COMMONWEALTH UNIVERSITY - LOCK HAVEN AND ITS STUDENTS.
Program accomplishments
- SUPPORT OF COMMONWEALTH UNIVERSITY - LOCK HAVEN'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.Expenses $931,585 · revenue $1,995,836
- SUPPORT 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.Expenses $942,572 · grants $942,572
- OWN AND OPERATE TWO STUDENT HOUSING PROJECTS (EVERGREEN COMMONS AND THE FOUNDATION VILLAGE AT CLEARFIELD) FOR THE BENEFIT OF LOCK HAVEN OR ITS STUDENTS.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7007734
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B43I)
- Assets (IRS master file)
- $29,688,716
- Income (IRS master file)
- $7,105,753
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,118,813 | $3,518,436 | $29,688,716 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $4,738,081 | $3,083,098 | $28,073,676 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $4,121,485 | $2,636,135 | $29,009,293 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $2,532,205 | $1,935,103 | $27,652,723 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 23-7007734).
Questions about LOCK HAVEN UNIVERSITY FOUNDATION
- What is the EIN of LOCK HAVEN UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of LOCK HAVEN UNIVERSITY FOUNDATION is 23-7007734.
- Is LOCK HAVEN UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to LOCK HAVEN UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOCK HAVEN UNIVERSITY FOUNDATION 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 LOCK HAVEN UNIVERSITY FOUNDATION 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 LOCK HAVEN UNIVERSITY FOUNDATION 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 LOCK HAVEN UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names JENNIFER RITER.
- Who are the officers and directors of LOCK HAVEN UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $118,106 (ASHLEY KOSER, EXECUTIVE DIRECTOR).
- How much revenue does LOCK HAVEN UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,118,813, expenses of $3,518,436 and total assets of $29,688,716 at year end.
Other nonprofits in LOCK HAVEN
- LOCK HAVEN UNIVERSITY STUDENT AUXILIARY SERVICES INC EIN 45-1584684 · last filed 990 for 2025
- PENNSYLVANIA STATE ATHLETIC CONFERENCE EIN 80-0537922 · last filed 990 for 2025
- INFANT DEVELOPMENT PROGRAM INC EIN 23-2007408 · last filed 990 for 2025
- ANNIE HALENBAKE ROSS LIBRARY EIN 24-0862566 · last filed 990 for 2024
- SHAMOKIN AREA HIGH SCHOOL ALUMNI EDUCATIONAL FUND EIN 24-6019764 · last filed 990 for 2024
- SHAMOKIN AREA HIGH SCHOOL ALUMNI ASSOCIATION EIN 23-1982184 · last filed 990-EZ for 2024
- JERSEY SHORE HOME SCHOOL ASSOCIATION EIN 13-4293750 · last filed 990-PF for 2025
- CLINTON COUNTY COMMUNITY CONNECTIONS INC EIN 23-7001891 · last filed 990 for 2025