BETHLEHEM, PA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)LEHIGH UNIVERSITY, founded in 1866, is a major nonprofit in the Education sector that reported $840.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $731.2M left a modest 13% surplus.
FIRST CLASS TRAVEL: PRESIDENT HELBLE TRAVELED FIRST CLASS ON A FEW OCCASIONS DURING FISCAL YEAR 2025. PRESIDENT HELBLE'S CONTRACT ALLOWS HIM TO TRAVEL BUSINESS CLASS TO ALLOW HIM TO WORK ON HIS FLIGHTS SO HE CAN BE PREPARED FOR HIS MEETINGS WHEN HE LANDS. THESE TRIPS ARE ALSO OFTEN BOOKED LAST MINUTE AND SOME AIRLINES COMBINE BUSINESS CLASS WITH FIRST CLASS. HOUSING ALLOWANCE: THE AMOUNT REPORTED IN COLUMN D OF PART II FOR JOSEPH HELBLE INCLUDES THE ESTIMATED ANNUAL LEASE VALUE FOR THE PRESIDENT'S HOUSE. DR. HELBLE WAS REQUIRED TO RESIDE IN A HOUSE ON CAMPUS. THE PRESIDENT'S HOUSE SERVED NOT ONLY AS A RESIDENCE, BUT ALSO AS A HOST LOCATION FOR MANY UNIVERSITY EVENTS. CLEANING SERVIES WERE ALSO PROVIDED FOR THE HOUSE. THE HOUSING ALLOWANCE WAS REPORTABLE AS TAXABLE COMPENSATION. CLUB DUES AND INITIATION FEES: LEHIGH UNIVERSITY OFFERS A SUBSIDY OF COUNTRY CLUB INITIATION AND MEMBERSHIP DUES TO ELIGIBLE EMPLOYEES IN KEY POSITIONS FOR THE PURPOSE OF FUNDRAISING AND DONOR RELATION ACTIVITIES. THE TERMS OF THE SUBSIDY PROGRAM WERE APPROVED BY THE BOARD OF TRUSTEES COMPENSATION COMMITTEE. THE PRESIDENT RECEIVES A FULL SUBSIDY. ANY PERSONAL USE OF THE SOCIAL CLUB FACILITIES IS REPORTED AS TAXABLE COMPENSATION. PERSONAL SERVICES: THE UNIVERSITY PROVIDES THE SERVICES OF A DRIVER FOR BUSINESS TRANSPORTATION FOR THE PRESIDENT, TRUSTEES, VISITING DIGNITARIES AND OTHER SENIOR UNIVERSITY LEADERS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $840,062,522 | $748,495,878 | +0.1% |
| Expenses | $731,172,334 | $690,327,461 | +0.1% |
| Net Income | $108,890,188 | $58,168,417 | +0.9% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| KRISTIN AGATONE | CHIEF INVESTMENT OFF. | 40.0 |
Key Emp
|
$1,369,597 | $60,113 | $1,429,710 |
| JOSEPH J HELBLE | PRESIDENT | 40.0 |
Officer
|
$1,084,009 | $61,845 | $1,145,854 |
| NATHANIEL N URBAN | PROVOST | 40.0 |
Officer
|
$732,579 | $53,362 | $785,941 |
| MICHAEL D GOULD | DIRECTOR INVEST. OFF. | 40.0 |
Highest
|
$696,296 | $56,517 | $752,813 |
| PAUL BROCKMAN | PROFESSOR | 40.0 |
Highest
|
$535,725 | $52,468 | $588,193 |
| GEORGETTE C PHILLIPS | DEAN,COLL. BUS. & ECON. | 40.0 |
Highest
|
$536,997 | $35,253 | $572,250 |
| FRANK A ROTH | GENERAL COUNSEL, SECRETARY | 40.0 |
Officer
|
$484,532 | $52,554 | $537,086 |
| JOHN WELTY | PROVOST, WEST REG. OFF. | 40.0 |
Highest
|
$474,248 | $43,929 | $518,177 |
| STEPHEN P DEWEERTH | DEAN,P.C.ROSSIN COLL OF ENG | 40.0 |
Key Emp
|
$456,104 | $52,525 | $508,629 |
| ROBERT A FLOWERS | DEAN,COLL. ARTS & SCI. | 40.0 |
Key Emp
|
$375,224 | $117,752 | $492,976 |
| KATHLEEN HANLEY | PROFESSOR | 40.0 |
Highest
|
$424,820 | $50,862 | $475,682 |
| CHRISTINE COOK | VP FINANCE & ADMINISTRATION | 40.0 |
Officer
|
$428,276 | $38,661 | $466,937 |
| DAVID L HAMMER | ASSOCIATE VP & TREASURER | 40.0 |
Officer
|
$236,532 | $111,937 | $348,469 |
| MICHAEL J TODD | VP FIN & ADMIN THRU 07/05 | 40.0 |
Officer
|
$272,113 | $28,937 | $301,050 |
| JOHN D SIMON | PROFESSOR/FORMER PRESIDENT | 40.0 |
|
$160,519 | $25,282 | $185,801 |
| VINCENT A FORLENZA | CHAIRMAN, BOARD OF TRUSTEES | 3.0 |
Director
|
$0 | $0 | $0 |
| JORDAN HITCH | VICE CHAIR, BOARD OF TRUSTEES | 2.0 |
Director
|
$0 | $0 | $0 |
| ANN LEWNES | VICE CHAIR, BOARD OF TRUSTEES | 2.0 |
Director
|
$0 | $0 | $0 |
| FRANCESCA A BARTLETT | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| JEFFREY BOSLAND | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| PAUL A CAMUTI | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| ERIC A CLEMENT | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| FREDERICK R COLEMAN | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| SANDRA L DENTON | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| DINA DILORENZO | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| ANDREW D FREED | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| JAMES H GARRETT JR | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| FAITH R GLAZIER | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| TED HARRIS | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| COREY L HARRISON | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| CHRISTOPHER D HITE | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| MARY T KUSH | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| JAMES R MAIDA | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| KENDALL B O'BRIEN | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| MICHELE M SCARINGELLA | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| CHRISTOPHER M SCOTT | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| SARAT SETHI | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| ERIKA J SMITH | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| SANDRA L STELLING | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| STEPHEN S TANG | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| MARY BETH C TULLY | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| TED WALSH | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| MARK R YEAGER | TRUSTEE | 1.0 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $840,062,522 | $731,172,334 | $3,464,195,116 | $108,890,188 |
| 2024 | $748,495,878 | $690,327,461 | $3,269,250,521 | $58,168,417 |
| 2023 | $695,392,244 | $633,294,461 | $3,127,359,714 | $62,097,783 |
| 2022 | $713,288,867 | $590,518,652 | $3,057,301,515 | $122,770,215 |
| 2021 | $589,798,748 | $506,971,844 | $3,151,567,912 | $82,826,904 |
| 2020 | $506,773,429 | $524,370,908 | $2,533,120,795 | $-17,597,479 |
| 2019 | $550,336,671 | $521,654,535 | $2,562,395,480 | $28,682,136 |
| 2018 | $549,754,309 | $503,477,320 | $2,419,878,836 | $46,276,989 |
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