Form 990 - Susquehanna University
Form 990 - Susquehanna University Form 990 - Susquehanna University
SUSQUEHANNA UNIVERSITY 23-1353385 Schedule L (Form 990 or 990-EZ) 2010 Part IV Business Transactions Involving Interested Persons. Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c. (a) Name of interested person (b) Relationship between interested (c) Amount of (d) Description of person and the organization transaction transaction Page 2 (e) Sharing of organization’s revenues? FRANK TREMBULAK TRUSTEE 215,512.MEDICAL FEE Yes No X JOHN STRANGFELD TRUSTEE 165,998.INVESTMENT X BRUCE FICKEN TRUSTEE 149,117.LEGAL FEES: X JOHN CARPENTER TRUSTEE 134,000.LEGAL FEES: X FRANK LEBER TRUSTEE 18,000.LEGAL FEES: X Part V Supplemental Information Complete this part to provide additional information for responses to questions on Schedule L (see instructions). SCH L, PART III, GRANTS OR ASSISTANCE BENEFITTING INTERESTED PERSONS: (A) NAME OF PERSON: DISCLOSURE SUBJECT TO FERPA LAWS (C) TYPE OF ASSISTANCE: $88,800 MERIT SCHOLARSHIP (A) NAME OF PERSON: DISCLOSURE SUBJECT TO FERPA LAWS (C) TYPE OF ASSISTANCE: $630 NEED-BASED SCHOLARSHIP SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: FRANK TREMBULAK (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION $ 215,512. (D) DESCRIPTION OF TRANSACTION: MEDICAL FEES AND SERVICES: FRANK TREMBULAK, TRUSTEE, IS THE EXECUTIVE VICE PRESIDENT AND COO OF GEISINGER HEALTH SYSTEM. THE UNIVERSITY MAINTAINS A RELATIONSHIP WITH GEISINGER HEALTH SYSTEM FOR MEDICAL SERVICES. MR. TREMBULAK RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THIS RELATIONSHIP BETWEEN THE UNIVERSITY AND GEISINGER HEALTH SYSTEM. THIS RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. (E) SHARING OF ORGANIZATION REVENUES? = NO 032132 12-21-10 Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010 SUSQUEHANNA UNIVERSITY 23-1353385 Part V Supplemental Information Complete this part to provide additional information for responses to questions on Schedule L (see instructions). Page 2 (A) NAME OF PERSON: JOHN STRANGFELD (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION $ 165,998. (D) DESCRIPTION OF TRANSACTION: INVESTMENT MGMT FEES: JOHN STRANGFELD, CHAIRMAN OF THE UNIVERSITY’S BOARD, IS CEO AND CHAIRMAN OF PRUDENTIAL FINANCIAL. THE UNIVERSITY MAINTAINS AN INVESTMENT MANAGEMENT RELATIONSHIP WITH PRUDENTIAL PURSUANT TO WHICH PRUDENTIAL WAS PAID INVESTMENT MANAGEMENT FEES. MR. STRANGFELD RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THE BUSINESS RELATIONSHIP BETWEEN THE UNIVERSITY AND PRUDENTIAL. THIS RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: BRUCE FICKEN (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: TRUSTEE (C) AMOUNT OF TRANSACTION $ 149,117. (D) DESCRIPTION OF TRANSACTION: LEGAL FEES: BRUCE FICKEN, TRUSTEE, IS A PARTNER WITH THE LAW FIRM PEPPER HAMILTON, LLP. THE UNIVERSITY MAINTAINS A RELATIONSHIP WITH PEPPER HAMILTON FOR LEGAL SERVICES. MR. FICKEN RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THIS RELATIONSHIP. THIS RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: JOHN CARPENTER (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: 032461 09-23-10 Schedule L (Form 990 or 990-EZ) 2010
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Schedule L (<strong>Form</strong> <strong>990</strong> or <strong>990</strong>-EZ) 2010 SUSQUEHANNA UNIVERSITY 23-1353385<br />
Part V Supplemental Information<br />
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).<br />
Page 2<br />
(A) NAME OF PERSON: JOHN STRANGFELD<br />
(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:<br />
TRUSTEE<br />
(C) AMOUNT OF TRANSACTION $ 165,998.<br />
(D) DESCRIPTION OF TRANSACTION: INVESTMENT MGMT FEES: JOHN STRANGFELD,<br />
CHAIRMAN OF THE UNIVERSITY’S BOARD, IS CEO AND CHAIRMAN OF PRUDENTIAL<br />
FINANCIAL. THE UNIVERSITY MAINTAINS AN INVESTMENT MANAGEMENT<br />
RELATIONSHIP WITH PRUDENTIAL PURSUANT TO WHICH PRUDENTIAL WAS PAID<br />
INVESTMENT MANAGEMENT FEES. MR. STRANGFELD RECEIVED NO PERSONAL BENEFIT<br />
AS A RESULT OF THE BUSINESS RELATIONSHIP BETWEEN THE UNIVERSITY AND<br />
PRUDENTIAL. THIS RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE<br />
FINANCIAL STATEMENTS.<br />
(E) SHARING OF ORGANIZATION REVENUES? = NO<br />
(A) NAME OF PERSON: BRUCE FICKEN<br />
(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:<br />
TRUSTEE<br />
(C) AMOUNT OF TRANSACTION $ 149,117.<br />
(D) DESCRIPTION OF TRANSACTION: LEGAL FEES: BRUCE FICKEN, TRUSTEE, IS A<br />
PARTNER WITH THE LAW FIRM PEPPER HAMILTON, LLP. THE UNIVERSITY MAINTAINS<br />
A RELATIONSHIP WITH PEPPER HAMILTON FOR LEGAL SERVICES. MR. FICKEN<br />
RECEIVED NO PERSONAL BENEFIT AS A RESULT OF THIS RELATIONSHIP. THIS<br />
RELATIONSHIP IS DISCLOSED TO THE BOARD AND IN THE FINANCIAL STATEMENTS.<br />
(E) SHARING OF ORGANIZATION REVENUES? = NO<br />
(A) NAME OF PERSON: JOHN CARPENTER<br />
(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:<br />
032461<br />
09-23-10<br />
Schedule L (<strong>Form</strong> <strong>990</strong> or <strong>990</strong>-EZ) 2010
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