BUCKNELL UNIVERSITY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BUCKNELL UNIVERSITY (EIN 24-0772407)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-07-16
- IRS object ID
- 202601979349300045
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-16T14:46:03-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 BROAD STREET SUITE 900 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240772407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNELL UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 5705771138 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DENT DRIVE FINANCE OFFICE | AddressLine1Txt |
| City | LEWISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H DANIEL HUNGERFORD | PersonNm |
| Person Title | VP-FINANCE & ADMIN | PersonTitleTxt |
| Phone | 5705771138 | PhoneNum |
| Signature | 2026-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA COON | PreparerPersonNm |
| PTIN | P01754645 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2026-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | JOHN C BRAVMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 DENT DRIVE FINANCE OFFICE | AddressLine1Txt |
| City | LEWISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $981,651,420 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUCKNELL.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1846 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | BUCKNELL IS A UNIQUE NATIONAL UNIVERSITY WHERE LIBERAL ARTS AND PROFESSIONAL PROGRAMS COMPLEMENT EACH OTHER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 3689 | TotalEmployeeCnt |
| Total Volunteers | 966 | TotalVolunteersCnt |
| Total Gross UBI | $3,336,523 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $485,175 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,331,786 | PYContributionsGrantsAmt |
| CY Contributions Grants | $65,038,820 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $292,521,056 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $308,801,345 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84,264,266 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,902,139 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,508,864 | PYOtherRevenueAmt |
| CY Other Revenue | $9,951,116 | CYOtherRevenueAmt |
| PY Total Revenue | $423,625,972 | PYTotalRevenueAmt |
| CY Total Revenue | $420,693,420 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $91,088,857 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $97,333,868 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $173,353,915 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $188,960,635 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $170,909 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $434,823 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,891,841 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $119,383,880 | PYOtherExpensesAmt |
| CY Other Expenses | $127,553,902 | CYOtherExpensesAmt |
| PY Total Expenses | $383,997,561 | PYTotalExpensesAmt |
| CY Total Expenses | $414,283,228 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,628,411 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,410,192 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,744,423,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,865,928,948 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $281,905,040 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $289,664,962 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,462,518,453 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,576,263,986 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $244,940,933 | ExpenseAmt |
| Grant | $97,049,619 | GrantAmt |
| Revenue | $258,058,248 | RevenueAmt |
| Desc | ACADEMIC AND EDUCATIONAL - THE EXPENSES OF INSTRUCTIONAL DEPARTMENTS AND PROGRAMS AND THE EXPENSES OF ACTIVITIES AND SERVICES THAT DIRECTLY SUPPORT INSTRUCTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,685,723 | ExpenseAmt |
| Revenue | $3,988,019 | RevenueAmt |
| Desc | STUDENT SERVICES - THE EXPENSES OF ACTIVITIES AND SERVICES THAT INDIRECTLY SUPPORT THE EDUCATIONAL PROGRAMS SUCH AS LIBRARY SERVICES AND ATHLETICS/RECREATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,470,545 | ExpenseAmt |
| Revenue | $56,490,694 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES - THE EXPENSES OF ROOM, BOARD, AND OTHER SERVICES PRIMARILY FOR THE UNIVERSITY'S STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,600,306 | ExpenseAmt |
| Grant | $284,249 | GrantAmt |
| Desc | RESEARCH AND PUBLIC SERVICES - EXPENSES RELATED TO RESEARCH AND PUBLIC SERVICES CONDUCTED/PROVIDED BY STUDENTS, FACULTY, AND STAFF. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,600,306 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $284,249 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $349,697,507 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4425 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3689 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H DANIEL HUNGERFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5705771138 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217C MARTS HALL BUCKNELL UNIVERSITY | AddressLine1Txt |
| City | LEWISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (68 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRA AHRENS JUNG | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNIE SEIBOLD DRAPEAU | |||||||||
| CHAIRMAN | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| AUDRA M WILSON | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIDGET LACROIX LECKY | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLYN NEELY AINSLIE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLYN SPEER MILES | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAISY AUGER-DOMINGUEZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAWN M BECKER | |||||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| DONALD N ISKEN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIKA ND STANAT | |||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| EUGENE A GORAB | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK A DAVIS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK K SCHOENEMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GARRY D THANIEL | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J FRANK BROWN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN BRAVMAN | |||||||||
| PRESIDENT | 40.00 | Yes (X) | $814,296 | $0 | $231,477 | Yes (X) | |||
| JOHN T REYNOLDS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JORDAN H LEISER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHRYN BOSELLI VIZAS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KECIA M THOMAS | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KEREN BERGMAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LANCE M FRITZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAUREEN COSTA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURIE E SCHMIDT | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA CADETTE DETWILER | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAKOTO FUJIMURA | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN K GILLIARD | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL DOMINGUEZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT J GILLIGAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAMUEL C NANA-SINKAM | |||||||||
| ASST SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SCOTT A PERRICELLI | |||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SCOTT UEBELE | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN A KOHN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUNIL GULATI | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS BUCHHOLZ | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROL KENNEDY | |||||||||
| SECRETARY | 40.00 | $176,268 | $0 | $42,661 | Yes (X) | ||||
| CHRISTINA WALLACE | |||||||||
| INTERIM VP-COMM | 40.00 | $95,502 | $0 | $30,224 | Yes (X) | ||||
| ELIZABETH STEWART | |||||||||
| AVP-TREAS/CONTR | 40.00 | $209,371 | $0 | $36,211 | Yes (X) | ||||
| H DANIEL HUNGERFORD | |||||||||
| VP AND COO | 40.00 | $146,483 | $0 | $18,317 | Yes (X) | ||||
| HEATHER JOHNS | |||||||||
| VP-COMMUNICATION | 40.00 | $283,907 | $0 | $95,951 | Yes (X) | ||||
| JERMAINE TRUAX | |||||||||
| VP-ATHLETICS | 40.00 | $293,137 | $0 | $84,109 | Yes (X) | ||||
| KARIN RILLEY | |||||||||
| GENERAL COUNSEL | 40.00 | $427,003 | $0 | $64,950 | Yes (X) | ||||
| LISA KEEGAN | |||||||||
| VP-ENROLLMENT | 40.00 | $410,385 | $0 | $52,423 | Yes (X) | ||||
| MAUREEN MCGUINNESS | |||||||||
| VP-STDNT AFFAIR | 40.00 | $0 | $0 | $0 | Yes (X) | ||||
| MARGOT VIGEANT | |||||||||
| INTERIM PROVOST | 40.00 | $315,515 | $0 | $90,884 | Yes (X) | ||||
| NICOLE WHITEHEAD | |||||||||
| VP-TALENT & HR | 40.00 | $428,401 | $0 | $48,218 | Yes (X) | ||||
| PARAM BEDI | |||||||||
| VP-LIBRARY & IT | 40.00 | $426,656 | $0 | $71,003 | Yes (X) | ||||
| SCOTT ROSEVEAR | |||||||||
| VP-ADVANCEMENT | 40.00 | $523,058 | $0 | $60,788 | Yes (X) | ||||
| TIMOTHY PAVLECHKO | |||||||||
| VP-ATHLETICS | 40.00 | $165,431 | $0 | $31,975 | Yes (X) | ||||
| VERNESE EDGHILL-WALDEN | |||||||||
| VP-EQUITY & INC | 40.00 | $248,612 | $0 | $33,468 | Yes (X) | ||||
| WENDY STERNBERG | |||||||||
| PROVOST | 40.00 | $240,496 | $0 | $39,636 | Yes (X) | ||||
| BRAD PUTMAN | |||||||||
| DEAN-ENGINEERING | 40.00 | $299,496 | $0 | $48,600 | Yes (X) | ||||
| CINDY GUTHRIE | |||||||||
| INTERIM DEAN-MANAGEMENT | 40.00 | $210,709 | $0 | $23,242 | Yes (X) | ||||
| KARL VOSS | |||||||||
| DEAN-ARTS AND SCIENCES | 40.00 | $269,536 | $0 | $91,625 | Yes (X) | ||||
| MICHELLE ROEHM | |||||||||
| DEAN OF MANAGEMENT | 40.00 | $230,235 | $0 | $31,891 | Yes (X) | ||||
| TERESA MCKINNEY | |||||||||
| INTERIM-DEAN OF STUDENTS | 40.00 | $200,884 | $0 | $15,175 | Yes (X) | ||||
| ANKUR PAREEK | |||||||||
| PROFESSOR | 40.00 | $255,646 | $0 | $60,463 | Yes (X) | ||||
| DAVID CECCHINI | |||||||||
| COACH-FOOTBALL | 40.00 | $240,545 | $0 | $93,363 | Yes (X) | ||||
| JOE WILCK | |||||||||
| PROFESSOR | 40.00 | $277,470 | $0 | $63,220 | Yes (X) | ||||
| JOHN GIRFFIN | |||||||||
| COACH-M.BASKETBALL | 40.00 | $295,977 | $0 | $60,484 | Yes (X) | ||||
| WILLIAM ROBERT MEEK | |||||||||
| PROFESSOR | 40.00 | $241,656 | $0 | $57,469 | Yes (X) | ||||
| E MERMANN-JOZWIAK | |||||||||
| FORMER PROVOST | 40.00 | $199,206 | $0 | $31,043 | Yes (X) | ||||
| JEFF LOSS | |||||||||
| AVP-FACILITIES | 40.00 | $203,019 | $0 | $46,736 | Yes (X) | ||||
| JOSH GRILL | |||||||||
| AVP-UNIVERSITY ADVANCEMENT | 40.00 | $201,464 | $0 | $59,955 | Yes (X) | ||||
| KATHLEEN GRAHAM | |||||||||
| AVP-UNVIVERSITY ADVANCEMENT | 40.00 | $221,178 | $0 | $38,819 | Yes (X) | ||||
| ROBERT MIDKIFF | |||||||||
| FORMER VP-STRATEGY | 40.00 | $254,085 | $0 | $49,581 | Yes (X) | ||||
| ERIN JABLONSKI | |||||||||
| FMR INTERIM DEAN-ENGINEERING | 40.00 | $191,411 | $0 | $31,768 | Yes (X) | ||||
| RAQUEL ALEXANDER | |||||||||
| FORMER DEAN-MANAGEMENT | 40.00 | $229,381 | $0 | $103,533 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,226,419 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,939,262 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 366 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WOHLSEN CONSTRUCTION COMPANY | |||||
| PO BOX 4612 | LANCASTER | PA | 17604 | CONSTRUCTION | $22,610,512 |
| CHARTWELLS HIGHER EDUCATION | |||||
| 2400 YORKMONT ROAD | CHARLOTTE | NC | 28217 | FOOD MANAGEMENT | $6,606,745 |
| PARKHURST DINING SERVICE | |||||
| PO BOX 644091 | PITTSBURGH | PA | 15264 | FOOD MANAGEMENT | $4,857,192 |
| POOLE ANDERSON CONSTRUCTION LLC | |||||
| 2121 OLD GATESBURG RD | STATE COLLEGE | PA | 16803 | CONSTRUCTION | $4,549,408 |
| ZARTMAN CONSTRUCTION INC | |||||
| 3000 POINT TOWNSHIP DRIVE | NORTHUMBERLAND | PA | 17857 | CONSTRUCTION | $4,402,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 103 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,702,938 | GovernmentGrantsAmt |
| All Other Contributions | $59,335,882 | AllOtherContributionsAmt |
| Noncash Contributions | $4,183,072 | NoncashContributionsAmt |
| Total Contributions | $65,038,820 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 611710 | $258,058,248 | $258,058,248 | |
| RESIDENCE HALLS & DINI | 611710 | $48,323,605 | $48,323,605 | |
| GOLF COURSE | 713910 | $1,144,731 | $1,144,731 | |
| RELATED AUXILIARY SVCS | 611710 | $756,308 | $756,308 | |
| SUMMER CONFERENCES | 721000 | $518,453 | $518,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $308,801,345 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,314,139 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,457,839 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,856,300 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1 | TotalRevenueColumnAmt |
| Exclusion | $1 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $579,546,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $560,958,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,588,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,588,000 | TotalRevenueColumnAmt |
| Exclusion | $18,588,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OPERATIONS REVENUE | 611710 | $5,700,889 | $5,700,889 | |
| ATHLETICS RELATED REVE | 611710 | $3,988,019 | $3,988,019 | |
| SPONSORSHIP/ADVERTISIN | 900099 | $215,500 | $215,500 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,707 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,951,115 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,693,420 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $316,873,776 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,336,523 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,444,301 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,846 | TotalAmt |
| Program Services | $234,846 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,500,133 | TotalAmt |
| Program Services | $82,500,133 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,598,889 | TotalAmt |
| Program Services | $14,598,889 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,370,293 | TotalAmt |
| Program Services | $4,224,543 | ProgramServicesAmt |
| Management And General | $5,145,750 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,775,555 | TotalAmt |
| Program Services | $1,794,938 | ProgramServicesAmt |
| Management And General | $268,444 | ManagementAndGeneralAmt |
| Fundraising | $712,173 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,139,117 | TotalAmt |
| Program Services | $106,069,930 | ProgramServicesAmt |
| Management And General | $13,692,075 | ManagementAndGeneralAmt |
| Fundraising | $7,377,112 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,562,685 | TotalAmt |
| Program Services | $8,759,250 | ProgramServicesAmt |
| Management And General | $1,202,360 | ManagementAndGeneralAmt |
| Fundraising | $601,075 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,995,421 | TotalAmt |
| Program Services | $24,173,504 | ProgramServicesAmt |
| Management And General | $3,736,914 | ManagementAndGeneralAmt |
| Fundraising | $2,085,003 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,117,564 | TotalAmt |
| Program Services | $7,361,184 | ProgramServicesAmt |
| Management And General | $1,226,665 | ManagementAndGeneralAmt |
| Fundraising | $529,715 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,464 | TotalAmt |
| Program Services | $93,698 | ProgramServicesAmt |
| Management And General | $458,591 | ManagementAndGeneralAmt |
| Fundraising | $6,175 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,815 | TotalAmt |
| Management And General | $328,815 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,403 | TotalAmt |
| Program Services | $7,403 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,823 | TotalAmt |
| Fundraising | $434,823 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,768,135 | TotalAmt |
| Management And General | $11,768,135 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,588,264 | TotalAmt |
| Program Services | $25,186,895 | ProgramServicesAmt |
| Management And General | $3,658,349 | ManagementAndGeneralAmt |
| Fundraising | $743,020 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,047 | TotalAmt |
| Program Services | $181,238 | ProgramServicesAmt |
| Management And General | $134,978 | ManagementAndGeneralAmt |
| Fundraising | $831 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,358,959 | TotalAmt |
| Program Services | $10,729,918 | ProgramServicesAmt |
| Management And General | $249,613 | ManagementAndGeneralAmt |
| Fundraising | $379,428 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,507,363 | TotalAmt |
| Program Services | $5,098,177 | ProgramServicesAmt |
| Management And General | $654,532 | ManagementAndGeneralAmt |
| Fundraising | $754,654 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,261,355 | TotalAmt |
| Program Services | $1,834,382 | ProgramServicesAmt |
| Management And General | $25,926 | ManagementAndGeneralAmt |
| Fundraising | $401,047 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,211,157 | TotalAmt |
| Program Services | $7,904,322 | ProgramServicesAmt |
| Management And General | $415,294 | ManagementAndGeneralAmt |
| Fundraising | $891,541 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,568,164 | TotalAmt |
| Program Services | $3,629,520 | ProgramServicesAmt |
| Management And General | $1,938,644 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,484,965 | TotalAmt |
| Program Services | $27,920,432 | ProgramServicesAmt |
| Management And General | $564,533 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,911,789 | TotalAmt |
| Program Services | $2,763,435 | ProgramServicesAmt |
| Management And General | $148,354 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIR AND MAINTENANCE | $14,529,554 | $13,435,597 | $858,862 | $235,095 |
| MISCELLANEOUS | $3,044,134 | $288,629 | $2,083,512 | $671,993 |
| UTILITIES & FUEL | $788,115 | $729,291 | $58,824 | |
| REAL ESTATE TAXES | $320,219 | $177,353 | $133,534 | $9,332 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,283,228 | TotalAmt |
| Program Services | $349,697,507 | ProgramServicesAmt |
| Management And General | $48,693,880 | ManagementAndGeneralAmt |
| Fundraising | $15,891,841 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,084,430 | BOYAmt |
| EOY | $36,008,615 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,391,487 | BOYAmt |
| EOY | $12,754,746 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,792,358 | BOYAmt |
| EOY | $24,305,432 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,951,021 | BOYAmt |
| EOY | $2,566,447 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,505,925 | BOYAmt |
| EOY | $26,103,376 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,138 | BOYAmt |
| EOY | $333,217 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,278,720 | BOYAmt |
| EOY | $7,199,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $957,249,425 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $488,718,924 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,215,223 | BOYAmt |
| EOY | $468,530,501 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,741,364 | BOYAmt |
| EOY | $299,376,912 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,395,910 | BOYAmt |
| EOY | $1,002,084,600 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,178,083 | BOYAmt |
| EOY | -$13,334,380 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,744,423,493 | BOYAmt |
| EOY | $1,865,928,948 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,020,524 | BOYAmt |
| EOY | $114,598,465 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,654,247 | BOYAmt |
| EOY | $6,247,205 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,973,459 | BOYAmt |
| EOY | $163,416,720 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,867 | BOYAmt |
| EOY | $390,531 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,822,943 | BOYAmt |
| EOY | $5,012,041 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,905,040 | BOYAmt |
| EOY | $289,664,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,465,901 | BOYAmt |
| EOY | $652,409,038 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,052,552 | BOYAmt |
| EOY | $923,854,948 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,462,518,453 | BOYAmt |
| EOY | $1,576,263,986 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,744,423,493 | BOYAmt |
| EOY | $1,865,928,948 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,410,192 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $92,371,354 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,963,987 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,142,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,648,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,924,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,331,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,038,820 | CurrentTaxYearAmt |
| Total | $240,085,428 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,142,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,648,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,924,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,331,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,038,820 | CurrentTaxYearAmt |
| Total | $240,085,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $40,983,230 | SubstantialContributorsTotAmt |
| Public Support Total170 | $199,102,198 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,467,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,127,837 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,761,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,614,010 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,856,300 | CurrentTaxYearAmt |
| Total | $57,826,658 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $394,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,570,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,023,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,457,839 | CurrentTaxYearAmt |
| Total | $9,695,647 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,610,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,171,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,222,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,303,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,735,615 | CurrentTaxYearAmt |
| Total | $32,043,454 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $339,651,187 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,381,083,409 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $7,403 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,403 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED JUNE 30, 2025, BUCKNELL UNIVERSITY PAID MEMBERSHIP DUES TO VARIOUS HIGHER EDUCATION AND PROFESSIONAL ORGANIZATIONS ON BEHALF OF THE UNIVERSITY AND SOME INDIVIDUAL EMPLOYEES. THESE ORGANIZATIONS MAY AS PART OF THEIR NORMAL BUSINESS PARTICIPATE IN LOBBYING EFFORTS ON BEHALF OF IT'S MEMBERS AS A WHOLE. A REVIEW OF MEMBERSHIP DUES PAYMENTS REVEALED TWO INVOICES THAT INDICATED A VALUE AS TO THE AMOUNT OF ANNUAL DUES THAT WERE USED FOR LOBBYING. UNIVERSITY FUNDS EXPENDED ON ALL MEMBERSHIPS AND DUES REPRESENT LESS THAN ONE-HALF OF 1% OF THE UNIVERSITY'S TOTAL EXPENSES. THESE MEMBERSHIPS PROVIDE VALUABLE RESOURCES TO THE UNIVERSITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,167,274,976 | BeginningYearBalanceAmt |
| Contributions | $34,536,954 | ContributionsAmt |
| Investment Earnings Or Losses | $123,911,082 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,330,584 | GrantsOrScholarshipsAmt |
| Other Expenditures | $33,694,475 | OtherExpendituresAmt |
| Administrative Expenses | $11,379,970 | AdministrativeExpensesAmt |
| End Year Balance | $1,263,317,983 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,088,266,963 | BeginningYearBalanceAmt |
| Contributions | $22,859,349 | ContributionsAmt |
| Investment Earnings Or Losses | $113,880,041 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,110,543 | GrantsOrScholarshipsAmt |
| Other Expenditures | $33,482,725 | OtherExpendituresAmt |
| Administrative Expenses | $7,138,109 | AdministrativeExpensesAmt |
| End Year Balance | $1,167,274,976 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,070,375,305 | BeginningYearBalanceAmt |
| Contributions | $17,892,326 | ContributionsAmt |
| Investment Earnings Or Losses | $57,358,735 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,158,795 | GrantsOrScholarshipsAmt |
| Other Expenditures | $33,102,765 | OtherExpendituresAmt |
| Administrative Expenses | $7,097,843 | AdministrativeExpensesAmt |
| End Year Balance | $1,088,266,963 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,105,615,507 | BeginningYearBalanceAmt |
| Contributions | $51,855,585 | ContributionsAmt |
| Investment Earnings Or Losses | -$31,451,403 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,600,756 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,623,497 | OtherExpendituresAmt |
| Administrative Expenses | $8,420,131 | AdministrativeExpensesAmt |
| End Year Balance | $1,070,375,305 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $844,765,606 | BeginningYearBalanceAmt |
| Contributions | $27,381,046 | ContributionsAmt |
| Investment Earnings Or Losses | $283,099,051 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,566,244 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,042,558 | OtherExpendituresAmt |
| Administrative Expenses | $2,021,394 | AdministrativeExpensesAmt |
| End Year Balance | $1,105,615,507 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36490 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30570 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,204,386 | OtherCostOrOtherBasisAmt |
| Book Value | $5,204,386 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $712,129,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,625,623 | DepreciationAmt |
| Book Value | $409,504,049 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $188,852,621 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,560,355 | DepreciationAmt |
| Book Value | $53,292,266 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,062,746 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,532,946 | DepreciationAmt |
| Book Value | $529,800 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $468,530,501 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OTHER INVESTMENTS | $164,906 | F |
| PRIVATE EQUITY FUNDS | $608,854,426 | F |
| COMMINGLED OR BANK CUSTODIAL FUNDS | $260,910,285 | F |
| HEDGE FUNDS | $122,738,284 | F |
| FUNDS HELD IN TRUST BY OTHERS | $9,416,699 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,002,084,600 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $3,046,325 |
| FUNDS HELD FOR STUDENT ORGANIZATIONS | $1,965,714 |
| ROUNDING | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,012,041 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE UNIVERSITY RECORDS INCOME TAX LIABILITIES AND ASSETS USING A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. |
| PART III, LINE 1A - F/S FOOTNOTE FOR ART, TREASURES, ETC. | AS PERMITTED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE UNIVERSITY DOES NOT CAPITALIZE WORKS OF ART, HISTORICAL ARTIFACTS, AND COLLECTIBLES, WHICH ARE PRINCIPALLY ACQUIRED BY DONATION. |
| PART III, LINE 4 - DESCRIPTION OF ORGANIZATION COLLECTIONS | THE UNIVERSITY HAS OBTAINED CERTAIN ART WORK, RARE BOOKS, AND HISTORICAL ARTIFACTS THAT ARE HELD IN SAFEKEEPING AT THE UNIVERSITY'S LIBRARY AND ART GALLERY. THESE ITEMS ARE USED FOR EDUCATIONAL PURPOSES AS THE UNIVERSITY IS A PRIVATE INSTITUTION OF HIGHER EDUCATION. |
| PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND | THE UNIVERSITY'S ENDOWMENT FUND PROVIDES A RELATIVELY STABLE INVESTMENT INCOME STREAM TO THE UNIVERSITY'S OPERATIONS. AS NOTED IN SCHEDULE D, PART V, LINE 1(D), A SIGNIFICANT PORTION OF THAT INVESTMENT INCOME IS RESTRICTED BY ENDOWMENT DONORS FOR STUDENT SCHOLARSHIPS. THE REMAINING ENDOWMENT INVESTMENT INCOME PROVIDES ANNUAL SUPPORT TO VARIOUS PROGRAMS OF THE UNIVERSITY. |
| PART X - FASB ASC 740 FOOTNOTE | THE UNIVERSITY RECORDS INCOME TAX LIABILITIES AND ASSETS USING A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UNIVERSITY DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR COSTS THAT SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE UNIVERSITY'S RACIALLY NONDISCRIMINATORY POLICY IS AVAILABLE ON THE UNIVERSITY'S WEBSITE AND IS PRINTED IN UNIVERSITY PUBLICATIONS. |
| SCHEDULE E, PART I, LINE 6 | BUCKNELL UNIVERSITY RECEIVES RESEARCH GRANTS AND CONTRACTS FROM VARIOUS GOVERNMENTAL AGENCIES AS WELL AS FUNDS FOR STUDENT AID. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| CENTRAL AMERICA | SCHOLARSHIPS | $407,709 | |
| EAST ASIA AND THE PACIFIC | SCHOLARSHIPS | $4,523,289 | |
| EUROPE | SCHOLARSHIPS | $5,036,406 | |
| MIDDLE EAST/NORTH AFRICA | SCHOLARSHIPS | $319,670 | |
| NORTH AMERICA | SCHOLARSHIPS | $445,482 | |
| RUSSIA AND N. STATES | SCHOLARSHIPS | $211,609 | |
| SOUTH AMERICA | SCHOLARSHIPS | $357,562 | |
| SOUTH ASIA | SCHOLARSHIPS | $858,846 | |
| SUB-SAHARAN AFRICA | SCHOLARSHIPS | $2,388,913 | |
| CENTRAL AMERICA | PROGRAM SERVICES | $68,940 | STUDY ABROAD PRG |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | $801,025 | STUDY ABROAD PRG |
| EUROPE | PROGRAM SERVICES | $2,309,134 | STUDY ABROAD PRG |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | $56,175 | STUDY ABROAD PRG |
| CENTRAL AMERICA | PROGRAM SERVICES | $7,208 | ACADEMIC AND RELATED |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | $153,507 | ACADEMIC AND RELATED |
| EUROPE | PROGRAM SERVICES | $294,432 | ACADEMIC AND RELATED |
| MIDDLE EAST/NORTH AFRICA | PROGRAM SERVICES | $6,382 | ACADEMIC AND RELATED |
| NORTH AMERICA | PROGRAM SERVICES | $54,684 | ACADEMIC AND RELATED |
| RUSSIA | PROGRAM SERVICES | $709 | ACADEMIC AND RELATED |
| SOUTH AMERICA | PROGRAM SERVICES | $22,153 | ACADEMIC AND RELATED |
| SOUTH ASIA | PROGRAM SERVICES | $13,611 | ACADEMIC AND RELATED |
| SUB-SAHARAN AFRICA | PROGRAM SERVICES | $106,483 | ACADEMIC AND RELATED |
| CENTRAL AMERICA | INVESTMENTS | $144,539,926 | |
| EAST ASIA AND THE PACIFIC | INVESTMENTS | $1,788,706 | |
| EUROPE | INVESTMENTS | $69,286,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $12,160,573 | SubtotalSpentAmt |
| Continuation Spent | $221,898,520 | ContinuationSpentAmt |
| Total Spent | $234,059,093 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB-SAH. AFRICA | RegionTxt |
| Purpose Of Grant | COLLAB. RESEARCH | PurposeOfGrantTxt |
| Cash Grant | $49,402 | CashGrantAmt |
| Manner Of Cash Disbursement | EFT | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|---|
| SCHOLARSHIPS TO NON-US CITIZENS | CENTRAL AMERICA | 5 | $288,948 |
| SCHOLARSHIPS TO NON-US CITIZENS | EAST ASIA/PACIFIC | 71 | $3,508,480 |
| SCHOLARSHIPS TO NON-US CITIZENS | EUROPE | 37 | $2,390,062 |
| SCHOLARSHIPS TO NON-US CITIZENS | MID EAST/NORTH AFRICA | 6 | $271,170 |
| SCHOLARSHIPS TO NON-US CITIZENS | NORTH AMERICA | 8 | $445,482 |
| SCHOLARSHIPS TO NON-US CITIZENS | RUSSIA/N. STATES | 3 | $211,609 |
| SCHOLARSHIPS TO NON-US CITIZENS | SOUTH AMERICA | 5 | $167,556 |
| SCHOLARSHIPS TO NON-US CITIZENS | SOUTH ASIA | 12 | $858,846 |
| SCHOLARSHIPS TO NON-US CITIZENS | SUB-SAHARAN AFRICA | 31 | $2,195,751 |
| SCHOLARSHIPS-BU STUDENTS ABROAD | CENTRAL AMERICA | 11 | $118,761 |
| SCHOLARSHIPS-BU STUDENTS ABROAD | EAST ASIA/PACIFIC | 46 | $1,014,809 |
| SCHOLARSHIPS-BU STUDENTS ABROAD | EUROPE | 160 | $2,646,345 |
| SCHOLARSHIPS-BU STUDENTS ABROAD | MID EAST/NORTH AFRICA | 1 | $48,500 |
| SCHOLARSHIPS-BU STUDENTS ABROAD | SOUTH AMERICA | 17 | $190,006 |
| SCHOLARSHIPS-BU STUDENTS ABROAD | SUB-SAHARAN AFRICA | 7 | $193,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2 - GRANTMAKERS EXPLANATION FOR MONITORING USE OF FUNDS OUTSID | THE UNIVERSITY PROVIDES GRANTS IN THE FORM OF UNIVERSITY SCHOLARSHIP FOR CERTAIN NON-US CITIZENS ATTENDING THE UNIVERSITY. THESE SCHOLARSHIPS ARE POSTED DIRECTLY TO THE RECIPIENT'S UNIVERSITY BILLING ACCOUNT AND, THUS, REDUCE TUITION, ROOM AND/OR BOARD FEES BILLED TO THE RECIPIENT. THE UNIVERSITY ALSO PROVIDES GRANTS IN THE FORM OF UNIVERSITY SCHOLARSHIP FOR CERTAIN BUCKNELL UNIVERSITY STUDENTS TO STUDY ABROAD. THESE SCHOLARSHIPS ARE POSTED DIRECTLY TO THE RECIPIENT'S UNIVERSITY BILLING ACCOUNT AND, THUS, REDUCES TUITION, ROOM AND/OR BOARD FEES BILLED TO THE RECIPIENT. THE MAJORITY OF THESE SCHOLARSHIPS ARE NEED-BASED FINANCIAL AID. |
| PART I, LINE 3F - METHOD OF ACCOUNTING | ACCRUAL METHOD |
| PART II, LINE 1 - METHOD OF ACCOUNTING | ACCRUAL METHOD |
| PART III, LINE 1 - METHOD OF ACCOUNTING | ACCRUAL METHOD |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMPSON SCARBOROUGH LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 DUKE STREET STE 300 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN BRANDING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $430,323 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $430,323 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| GEISINGER CLINIC | |||||||
| 100 NORTH ACADEMY AVENUE | DANVILLE | PA | 17822 | 236291113 | $57,034 | $0 | COLLABORATIVE RESEARCH |
| UNIVERSITY OF CALIFORNIA | |||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92125 | 946006142 | $67,531 | $0 | COLLABORATIVE RESEARCH |
| LAFAYETTE COLLEGE | |||||||
| 730 HIGH STREET | EASTON | PA | 18040 | 240795686 | $20,609 | $0 | COLLABORATIVE RESEARCH |
| KENYON COLLEGE | |||||||
| EATON CENTER | GAMBIER | OH | 43022 | 314379507 | $48,482 | $0 | COLLABORATIVE RESEARCH |
| UNIVERSITY OF COLORADO | |||||||
| 1800 GRANT STREET SUITE 600 | DENVER | CO | 90203 | 846000555 | $20,264 | $0 | COLLABORATIVE RESEARCH |
| INDIANA UNIVERSITY | |||||||
| 400 E 7TH ST POPLARS 501 | BLOOMINGTON | IN | 47405 | 356001673 | $13,979 | $0 | COLLABORATIVE RESEARCH |
| WESTERN PENNSYLVANIA CONSERVANCY | |||||||
| 800 WATERFRONT DR | PITTSBURGH | PA | 17604 | 251053485 | $6,947 | $0 | COLLABORATIVE RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO ATTEND BU | GrantTypeTxt |
| Recipient | 2382 | RecipientCnt |
| Cash Grant | $82,500,133 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE UNIVERSITY PROVIDES GRANTS IN THE FORM OF UNIVERSITY SCHOLARSHIPS FOR CERTAIN INDIVIDUALS ATTENDING THE UNIVERSITY. THESE SCHOLARSHIPS ARE POSTED DIRECTLY TO THE RECIPIENT'S UNIVERSITY BILLING ACCOUNT AND, THUS, REDUCES TUITION, ROOM AND/OR BOARD FEES BILLED TO THE RECIPIENT. THE MAJORITY OF THESE SCHOLARSHIPS ARE NEED-BASED FINANCIAL AID. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (32 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN BRAVMAN | ||||||||||||||
| PRESIDENT | $789,656 | $0 | $0 | $0 | $24,640 | $0 | $134,500 | $0 | $96,977 | $0 | $1,045,773 | $0 | $0 | $0 |
| SCOTT ROSEVEAR | ||||||||||||||
| VP-ADVANCEMENT | $411,820 | $0 | $103,500 | $0 | $7,738 | $0 | $3,331 | $0 | $57,457 | $0 | $583,846 | $0 | $0 | $0 |
| PARAM BEDI | ||||||||||||||
| VP-LIBRARY & IT | $383,377 | $0 | $42,500 | $0 | $779 | $0 | $34,500 | $0 | $36,503 | $0 | $497,659 | $0 | $0 | $0 |
| KARIN RILLEY | ||||||||||||||
| GENERAL COUNSEL | $379,403 | $0 | $46,750 | $0 | $850 | $0 | $34,500 | $0 | $30,450 | $0 | $491,953 | $0 | $0 | $0 |
| NICOLE WHITEHEAD | ||||||||||||||
| VP-TALENT & HR | $324,629 | $0 | $103,500 | $0 | $272 | $0 | $32,811 | $0 | $15,407 | $0 | $476,619 | $0 | $0 | $0 |
| LISA KEEGAN | ||||||||||||||
| VP-ENROLLMENT | $370,204 | $0 | $40,000 | $0 | $181 | $0 | $31,300 | $0 | $21,123 | $0 | $462,808 | $0 | $0 | $0 |
| MARGOT VIGEANT | ||||||||||||||
| INTERIM PROVOST | $314,738 | $0 | $0 | $0 | $777 | $0 | $31,708 | $0 | $59,176 | $0 | $406,399 | $0 | $0 | $0 |
| HEATHER JOHNS | ||||||||||||||
| VP-COMMUNICATION | $258,423 | $0 | $25,000 | $0 | $484 | $0 | $25,842 | $0 | $70,109 | $0 | $379,858 | $0 | $0 | $0 |
| JERMAINE TRUAX | ||||||||||||||
| VP-ATHLETICS | $292,956 | $0 | $0 | $0 | $181 | $0 | $31,108 | $0 | $53,001 | $0 | $377,246 | $0 | $0 | $0 |
| KARL VOSS | ||||||||||||||
| DEAN-ARTS AND SCIENCES | $268,401 | $0 | $0 | $0 | $1,135 | $0 | $28,072 | $0 | $63,553 | $0 | $361,161 | $0 | $0 | $0 |
| JOHN GIRFFIN | ||||||||||||||
| COACH-M.BASKETBALL | $295,742 | $0 | $0 | $0 | $235 | $0 | $29,983 | $0 | $30,501 | $0 | $356,461 | $0 | $0 | $0 |
| BRAD PUTMAN | ||||||||||||||
| DEAN-ENGINEERING | $299,189 | $0 | $0 | $0 | $307 | $0 | $30,547 | $0 | $18,053 | $0 | $348,096 | $0 | $0 | $0 |
| JOE WILCK | ||||||||||||||
| PROFESSOR | $277,289 | $0 | $0 | $0 | $181 | $0 | $25,251 | $0 | $37,969 | $0 | $340,690 | $0 | $0 | $0 |
| DAVID CECCHINI | ||||||||||||||
| COACH-FOOTBALL | $237,296 | $0 | $0 | $0 | $3,249 | $0 | $24,134 | $0 | $69,229 | $0 | $333,908 | $0 | $0 | $0 |
| RAQUEL ALEXANDER | ||||||||||||||
| FORMER DEAN-MANAGEMENT | $222,468 | $0 | $0 | $0 | $6,913 | $0 | $28,905 | $0 | $74,628 | $0 | $332,914 | $0 | $0 | $0 |
| ANKUR PAREEK | ||||||||||||||
| PROFESSOR | $255,465 | $0 | $0 | $0 | $181 | $0 | $23,701 | $0 | $36,762 | $0 | $316,109 | $0 | $0 | $0 |
| ROBERT MIDKIFF | ||||||||||||||
| FORMER VP-STRATEGY | $252,889 | $0 | $0 | $0 | $1,196 | $0 | $26,150 | $0 | $23,431 | $0 | $303,666 | $0 | $0 | $0 |
| WILLIAM ROBERT MEEK | ||||||||||||||
| PROFESSOR | $240,469 | $0 | $0 | $0 | $1,187 | $0 | $20,166 | $0 | $37,303 | $0 | $299,125 | $0 | $0 | $0 |
| VERNESE EDGHILL-WALDEN | ||||||||||||||
| VP-EQUITY & INC | $247,833 | $0 | $0 | $0 | $779 | $0 | $10,632 | $0 | $22,836 | $0 | $282,080 | $0 | $0 | $0 |
| WENDY STERNBERG | ||||||||||||||
| PROVOST | $240,104 | $0 | $0 | $0 | $392 | $0 | $20,215 | $0 | $19,421 | $0 | $280,132 | $0 | $0 | $0 |
| MICHELLE ROEHM | ||||||||||||||
| DEAN OF MANAGEMENT | $188,301 | $0 | $40,000 | $0 | $1,934 | $0 | $19,026 | $0 | $12,865 | $0 | $262,126 | $0 | $0 | $0 |
| JOSH GRILL | ||||||||||||||
| AVP-UNIVERSITY ADVANCEMENT | $193,192 | $0 | $8,000 | $0 | $272 | $0 | $21,112 | $0 | $38,843 | $0 | $261,419 | $0 | $0 | $0 |
| KATHLEEN GRAHAM | ||||||||||||||
| AVP-UNVIVERSITY ADVANCEMENT | $219,551 | $0 | $0 | $0 | $1,627 | $0 | $22,818 | $0 | $16,001 | $0 | $259,997 | $0 | $0 | $0 |
| JEFF LOSS | ||||||||||||||
| AVP-FACILITIES | $201,823 | $0 | $0 | $0 | $1,196 | $0 | $21,249 | $0 | $25,487 | $0 | $249,755 | $0 | $0 | $0 |
| ELIZABETH STEWART | ||||||||||||||
| AVP-TREAS/CONTR | $208,175 | $0 | $0 | $0 | $1,196 | $0 | $21,547 | $0 | $14,664 | $0 | $245,582 | $0 | $0 | $0 |
| CINDY GUTHRIE | ||||||||||||||
| INTERIM DEAN-MANAGEMENT | $209,998 | $0 | $0 | $0 | $711 | $0 | $21,177 | $0 | $2,065 | $0 | $233,951 | $0 | $0 | $0 |
| E MERMANN-JOZWIAK | ||||||||||||||
| FORMER PROVOST | $198,612 | $0 | $0 | $0 | $594 | $0 | $20,204 | $0 | $10,839 | $0 | $230,249 | $0 | $0 | $0 |
| ERIN JABLONSKI | ||||||||||||||
| FMR INTERIM DEAN-ENGINEERING | $182,857 | $0 | $0 | $0 | $8,554 | $0 | $17,488 | $0 | $14,280 | $0 | $223,179 | $0 | $0 | $0 |
| CAROL KENNEDY | ||||||||||||||
| SECRETARY | $175,501 | $0 | $0 | $0 | $767 | $0 | $18,763 | $0 | $23,898 | $0 | $218,929 | $0 | $0 | $0 |
| TERESA MCKINNEY | ||||||||||||||
| INTERIM-DEAN OF STUDENTS | $181,054 | $0 | $10,000 | $0 | $9,830 | $0 | $0 | $0 | $15,175 | $0 | $216,059 | $0 | $0 | $0 |
| TIMOTHY PAVLECHKO | ||||||||||||||
| VP-ATHLETICS | $164,652 | $0 | $0 | $0 | $779 | $0 | $17,205 | $0 | $14,770 | $0 | $197,406 | $0 | $0 | $0 |
| H DANIEL HUNGERFORD | ||||||||||||||
| VP AND COO | $115,333 | $0 | $30,000 | $0 | $1,150 | $0 | $11,850 | $0 | $6,467 | $0 | $164,800 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART 1, LINE 1A - RELEVANT INFORMATION REGARDING COMPENSATION BENEFITS | FIRST CLASS OR CHARTER TRAVEL - THE PRESIDENT IS PERMITTED TO TRAVEL BY FIRST CLASS AIRFARE IN LIMITED CIRCUMSTANCES PER UNIVERSITY POLICY. FIRST CLASS TRAVEL COSTS ARE NOT CONSIDERED TAXABLE COMPENSATION. TRAVEL FOR COMPANIONS - TRAVEL COSTS OF COMPANIONS OF UNIVERSITY TRUSTEES, OFFICERS, AND KEY EMPLOYEES ARE REIMBURSED IN LIMITED CIRCUMSTANCES AND SUCH REIMBURSEMENT IS CONSIDERED TAXABLE INCOME TO THE TRUSTEE, OFFICER, OR KEY EMPLOYEE UNLESS THE COMPANION'S TRAVEL WOULD OTHERWISE BE CONSIDERED DEDUCTIBLE UNDER THE INTERNAL REVENUE CODE. ANY SUCH TAXABLE REIMBURSEMENTS TO COMPANIONS OF UNIVERSITY OFFICERS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). 2 OFFICERS/KEY-EMPLOYEES RECEIVED THIS BENEFIT DURING THE CURRENT TAX YEAR. TAX INDEMNIFICATION & GROSS UP PAYMENTS - TAX GROSS-UP PAYMENTS, CONSIDERED TAXABLE COMPENSATION, WERE PROVIDED TO 7 OFFICERS AND/OR KEY EMPLOYEES LISTED IN PART II OF SCHEDULE J FOR YEARS OF SERVICE RECOGNITION AWARDS/GIFTS AND/OR SPECIAL PROJECT AWARDS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE - THE UNIVERSITY REQUIRES THE PRESIDENT AND PROVOST TO RESIDE IN SPECIFIC CAMPUS HOUSING. THE ESTIMATED FAIR RENTAL VALUE OF THE PERSONAL LIVING SPACE, INCLUDING UTILITIES, IS NOT CONSIDERED TAXABLE INCOME SINCE ON-CAMPUS RESIDENCY IS AN EMPLOYMENT REQUIREMENT IMPOSED BY THE UNIVERSITY. THE ESTIMATED FAIR VALUE IS INCLUDED IN SCHEDULE J. IN ADDITION, CERTAIN FACILITIES STAFF ARE RESPONSIBLE FOR THE MAINTENANCE OF THOSE BUILDINGS AND GROUNDS; WHILE OTHER STAFF ARE RESPONSIBLE FOR VARIOUS ACTIVITIES AND MEETINGS HOSTED AT THOSE PROPERTIES. NEITHER THE ALLOCABLE COSTS OF THOSE STAFF NOR INCIDENTAL PERSONAL BENEFIT OF HOSTED ACTIVITIES/MEETINGS ARE CONSIDERED TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - CERTAIN EMPLOYEES HAVE GOLF MEMBERSHIPS AT THE UNIVERSITY OWNED GOLF COURSE. THE VALUE OF THESE DUES ARE TAXED AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III). IN ADDITION, THE UNIVERSITY PAYS MEMBERSHIP DUES AT CERTAIN PRIVATE ESTABLISHMENTS FOR THE PURPOSE OF HOLDING BUSINESS OR FUNDRAISING EVENTS. PERSONAL SERVICES - THE UNIVERSITY PAYS FOR CERTAIN PERSONAL FINANCIAL PLANNING FOR THE PRESIDENT AND INCLUDES THOSE AMOUNTS AS TAXABLE COMPENSATION. |
| PART I, LINE 4 - RECEIVED SEVERANCE, SUPPLEMENTAL NQ RETIREMENT, EQUITY-BAS | DEFERRED COMPENSATION (SCHEDULE J, COLUMN C) FOR JOHN C. BRAVMAN INCLUDES $100,000 OF 457(F) AMOUNTS EARNED IN CALENDAR YEAR 2024 BUT NOT YET VESTED. |
| COMPENSATION FROM UNRELATED ORGANIZATIONS | A SEPARATION AGREEMENT FOR OFFICER OCCURRED IN APRIL 2025. PAYMENTS OCCURRED IN AND WILL BE REPORTED ON THE 2025 FORM 990. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| UCHEFFA | ||||||||
| A | 232228275 | 906459FU1 | 2015-06-29 | $24,995,531 | ACQUISITION,CONSTRUCTION,RENOVATION | Yes (1) | 0 | 0 |
| UCHEFFA | ||||||||
| B | 232228275 | 2015-01-30 | $25,000,000 | ACQUISITION,CONSTRUCTION,RENOVATION | 0 | 0 | 0 | |
| UCHEFFA | ||||||||
| C | 232228275 | 2022-01-19 | $29,400,000 | REFUND 2020 TAXABLE BONDS | 0 | 0 | 0 | |
| UCHEFFA | ||||||||
| D | 232228275 | 906459GG1 | 2024-07-11 | $13,134,825 | ACQUISITION,CONSTRUCTION,RENOVATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,090,000 | $16,870,000 | $24,995,531 | $105,638 | $24,889,893 | 2017 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,400,000 | $25,000,000 | $167,650 | $24,832,350 | 2016 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $3,540,000 | $29,400,000 | 2022 | 0 | 0 | Yes (1) | Yes (1) | |||
| D | $13,134,825 | $260,003 | $12,874,822 | 2025 | 0 | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV - COLUMN A 2(C) - PERTAINING TO PART I ISSUE B (CUSIP:906459FU1) | FormAndLineReferenceDesc |
| Explanation | REBATE REPORTS WERE ISSUED ON JULY 1, 2020 AND APRIL 2, 2025 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UCHEFFA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232228275 | BondIssuerEIN |
| CUSIP | 906459GQ9 | CUSIPNum |
| Bond Issued | 2025-02-19 | BondIssuedDt |
| Issue Price | $17,475,112 | IssuePriceAmt |
| Purpose | REFUND 2015B BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $17,475,112 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $297,700 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2025 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| WENDELIN WRIGHT | |||
| SPOUSE-PRES. | $194,069 | SALARY - PROFESSOR MECHANICAL ENGINEERING | 0 |
| ERIC KENNEDY | |||
| SPOUSE-OFFICER | $191,340 | SALARY - PROFESSOR MECHANICAL ENGINEERING | 0 |
| JASON FEINGOLD | |||
| SPOUSE-OFFICER | $125,022 | SALARY - SOFTWARE PROGRAMMER | 0 |
| STEVEN STUMBRIS | |||
| SPOUSE-OFFICER | $165,453 | SALARY - DIRECTOR BUSINESS DEVELOPMENT | 0 |
| JOHN KEEGAN | |||
| SPOUSE-OFFICER | $159,683 | SALARY - PRINCIPAN GIFT OFFICER | 0 |
| JANEEN PUTMAN | |||
| SPOUSE-KEY EMPL | $119,201 | SALARY - CENTER OPERATIONS DIRECTOR | 0 |
| BRANDON VOGEL | |||
| SPOUSE-FMR KEYEM | $170,442 | SALARY - PROFESSOR CHEMICAL ENGINEERING | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 96 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,183,072 | NoncashContributionsRptF990Amt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Archaeological Artifacts ArchaeologicalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt |
|---|---|---|---|
| Yes (X) | SUPPLIERS | 26 | $0 |
| Yes (X) | ATHLETIC EQUIP | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 33: | AS PERMITTED UNDER ASC 958.605.25, WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ITEMS, THE UNIVERSITY DOES NOT CAPITALIZE ITS COLLECTIONS OF ARTWORK AND HISTORICAL COLLECTIONS FOR FINANCIAL STATEMENT PURPOSES. FURTHERMORE, CERTAIN DONATED GOODS INCIDENTAL TO UNIVERSITY OPERATIONS ARE ACKNOWLEDGED BY THE UNIVERSITY BUT NOT RECORDED IN REVENUES NOR EXPENSES FOR FINANCIAL STATEMENT PURPOSES. |
| PART I | THE UNIVERSITY IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED FOR ALL CATEGORIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | BUCKNELL IS A UNIQUE NATIONAL UNIVERSITY WHERE LIBERAL ARTS AND PROFESSIONAL PROGRAMS COMPLEMENT EACH OTHER. BUCKNELL EDUCATES STUDENTS FOR A LIFETIME OF CRITICAL THINKING AND STRONG LEADERSHIP CHARACTERIZED BY CONTINUED INTELLECTUAL EXPLORATION, CREATIVITY, AND IMAGINATION. A BUCKNELL EDUCATION ENABLES STUDENTS TO INTERACT DAILY WITH FACULTY WHO EXEMPLIFY A PASSION FOR LEARNING AND A DEDICATION TO TEACHING AND SCHOLARSHIP. BUCKNELL FOSTERS A RESIDENTIAL, CO-CURRICULAR ENVIRONMENT IN WHICH STUDENTS DEVELOP INTELLECTUAL MATURITY, PERSONAL CONVICTION AND STRENGTH OF CHARACTER, INFORMED BY A DEEP UNDERSTANDING OF DIFFERENT CULTURES AND DIVERSE PERSPECTIVES. BUCKNELL SEEKS TO EDUCATE OUR STUDENTS TO SERVE THE COMMON GOOD AND TO PROMOTE JUSTICE IN WAYS SENSITIVE TO THE MORAL AND ETHICAL DIMENSIONS OF LIFE. BUCKNELL'S RICH HISTORY AND HERITAGE WILL INFLUENCE ITS PLANNING FOR THE FUTURE. BUCKNELL'S POTENTIAL AS AN INSTITUTION OF HIGHER LEARNING EXTENDS BEYOND THAT OF A TRADITIONAL LIBERAL ARTS COLLEGE BY VIRTUE OF ITS LARGER SIZE AND EXPANSIVE PROGRAMS. THE UNIVERSITY'S BROADER SPECTRUM OF DISCIPLINES AND COURSES OF STUDY WITHIN A DIVERSE AND ACTIVE RESIDENTIAL CAMPUS COMMUNITY ENHANCE THE QUALITY OF ALL ASPECTS OF THE UNDERGRADUATE EXPERIENCE, BOTH IN AND OUT OF THE CLASSROOM. |
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING INDIVIDUALS HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER BASED ON THEIR POSITIONS WITHIN THE UNIVERSITY'S RELATED ORGANIZATIONS. BUCKNELL UNIVERSITY: ELIZABETH D. STEWART AVP, TREASURER CONTROLLER/ASSISTANT SECRETARY; RONALD E. STAUFFER, II, EMPLOYEE; LORI WILSON, EMPLOYEE BUCKNELL REAL ESTATE: ELIZABETH D. STEWART, INTERIM PRESIDENT/VICE PRESIDENT, BOARD MEMBER; RONALD E. STAUFFER, II, BOARD MEMBER; LORI WILSON, SECRETARY/BOARD MEMBER BISON VENTURES: ELIZABETH D. STEWART, INTERIM PRESIDENT/VICE PRESIDENT, BOARD MEMBER; RONALD E. STAUFFER, II, SECRETARY/BOARD MEMBER |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS INTERNALLY PREPARED BY THE CONTROLLER'S OFFICE WITH INPUT FROM THE UNIVERSITY'S INVESTMENT OFFICE, UNIVERSITY ADVANCEMENT, THE OFFICE OF FINANCIAL AID, AND THE OFFICE OF GLOBAL AND OFF-CAMPUS EDUCATION. AN EXTERNAL REVIEW OF THE FORM 990 IS PERFORMED BY THE OUTSIDE TAX PREPARER. THE FINAL FORM 990 IS PROVIDED TO THE UNIVERSITY'S AUDIT, COMPLIANCE, AND RISK MANAGEMENT COMMITTEE FOR REVIEW. THE UNIVERSITY PROVIDES A COMPLETE COPY OF ITS FORM 990 ELECTRONICALLY TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SUBMIT AN ANNUAL CONFLICT OF INTEREST STATEMENT. ALL STATEMENTS ARE REVIEWED BY THE VP FOR FINANCE AND ADMINISTRATION DIVISION TO DETERMINE IF THE POSSIBLE CONFLICTS OF INTEREST NOTED ARE ACTUAL CONFLICTS AND WHAT ACTION SHOULD BE TAKEN INCLUDING PROHIBITING AN INDIVIDUAL FROM PARTICIPATING IN ANY DELIBERATIONS, DECISIONS OR TRANSACTIONS RELATED TO THE CONFLICT, AND WHETHER DISCLOSURES REGARDING THE CONFLICT SHOULD BE MADE IN FINANCIAL STATEMENTS OR OTHER DOCUMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT'S COMPENSATION WAS REVIEWED AND APPROVED BY THE EXECUTIVE RESOURCE COMMITTEE OF THE BOARD OF TRUSTEES. THE COMMITTEE USED VARIOUS SOURCES OF DATA, INCLUDING BUT NOT LIMITED TO, FINANCIAL AND LEGAL CONSULTANTS, OTHER ORGANIZATIONS' FORM 990S AND COMPENSATION SURVEYS. THERE IS A WRITTEN EMPLOYMENT CONTRACT IN PLACE WHICH IS SIGNED BY THE PRESIDENT AND THE CHAIRPERSON OF THE BOARD OF TRUSTEES. PART VI, 15B IN ADDITION, COMPENSATION OF CERTAIN OFFICERS AND KEY EMPLOYEES (THOSE EMPLOYEES REPORTING DIRECTLY TO THE PRESIDENT) ARE REVIEWED BY THE EXECUTIVE RESOURCE COMMITTEE AND APPROVED BY THE PRESIDENT OF THE UNIVERSITY. THE PRESIDENT AND COMMITTEE USED VARIOUS SOURCES OF DATA, INCLUDING BUT NOT LIMITED TO, OTHER ORGANIZATIONS' FORM 990S AND COMPENSATION SURVEYS. CONTEMPORANEOUS SUBSTANTIATION OF DELIBERATIONS ARE RECORDED AND KEPT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY HAS AUDITED FINANCIAL STATEMENTS AVAILABLE ON THE UNIVERSITY'S FINANCE OFFICE WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNELL REAL ESTATE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 MOORE AVENUE | AddressLine1Txt |
| City | LEWISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273576298 | EIN |
| Primary Activities | REAL ESTATE PROPERTY MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNELL UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BISON VENTURES INC | |||||||||||||
| 701 MOORE AVE | LEWISBURG | PA | 17837 | 264730096 | BOOKSTORE OPERATIONS | PA | BUCKNELL UNIVERSITY | C | -$412,301 | -$2,895,179 | 1.00000 | Yes (1) | |
| CHARITABLE REMAIND TRUSTS (36) | |||||||||||||
| 1 DENT DR BUCKNELL UNIVERSITY | LEWISBURG | PA | 17837 | SUPPORT BUCKNELL UNIVERSITY | PA | T | 0 | N/A | |||||
| CHARITABLE LEAD TRUSTS (1) | |||||||||||||
| 1 DENT DR BUCKNELL UNIVERSITY | LEWISBURG | PA | 17837 | SUPPORT BUCKNELL UNIVERSITY | PA | T | 0 | N/A | |||||
| POOLED INCOME FUNDS (3) | |||||||||||||
| 1 DENT DR BUCKNELL UNIVERSITY | LEWISBURG | PA | 17837 | SUPPORT BUCKNELL UNIVERSITY | PA | T | 0 | N/A | |||||
| FUNDS HELD TRUST BY OTHERS (1) | |||||||||||||
| PO BOX 4655 | ATLANTA | GA | 30302 | SUPPORT BUCKNELL UNIVERSITY | CO | T | 0 | N/A | |||||
| FUNDS HELD TRUST BY OTHERS (1) | |||||||||||||
| 2951 CENTERVILLE ROAD | WILMINGTON | DE | 19808 | SUPPORT BUCKNELL UNIVERSITY | DE | T | 0 | N/A | |||||
| FUNDS HELD TRUST BY OTHERS (1) | |||||||||||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 19890 | SUPPORT BUCKNELL UNIVERSITY | NY | T | 0 | N/A | |||||
| FUNDS HELD TRUST BY OTHERS (1) | |||||||||||||
| 625 S GARFIELD AVENUE | TRAVERSE CITY | MI | 49685 | SUPPORT BUCKNELL UNIVERSITY | MI | T | 0 | N/A | |||||
| FUNDS HELD TRUST BY OTHERS (1) | |||||||||||||
| 1712 GLENBROOK AVENUE | LANCASTER | PA | 17603 | SUPPORT BUCKNELL UNIVERSITY | PA | T | 0 | N/A | |||||
| FUNDS HELD TRUST BY OTHERS (1) | |||||||||||||
| 753 AMERIPRISE FINANCIAL CTR | MINNEAPOLIS | MN | 55747 | SUPPORT BUCKNELL UNIVERSITY | MN | T | 0 | N/A | |||||
| FUNDS HELD TRUST BY OTHERS (1) | |||||||||||||
| 18760 N PIMA ROAD | SCOTTSDALE | AZ | 85255 | SUPPORT BUCKNELL UNIVERSITY | KS | T | 0 | N/A | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (1) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BUCKNELL REAL ESTATE INC | ||
| A | $163,519 | ESTIMATED FMV |
| BUCKNELL REAL ESTATE INC | ||
| I | $249,062 | ESTIMATED FMV |
| BUCKNELL REAL ESTATE INC | ||
| K | $177,000 | ESTIMATED FMV |
| BUCKNELL REAL ESTATE INC | ||
| Q | $67,313 | ESTIMATED FMV |
| BISON VENTURES INC | ||
| A | $153,544 | ESTIMATED FMV |
| BISON VENTURES INC | ||
| L | $135,941 | ESTIMATED FMV |
| BISON VENTURES INC | ||
| Q | $261,040 | ESTIMATED FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, 1(A) | FormAndLineReferenceDesc |
| Explanation | AS PART OF A NEW MARKETS TAX CREDIT PROJECT IN LEWISBURG, PA, BUCKNELL UNIVERSITY LOANED $12,022,694 IN DECEMBER 2010 TO AN ENTITY CONTROLLED BY WELLS FARGO COMMUNITY INVESTMENT HOLDINGS, LLC. THAT ENTITY THEN LOANED THE $12,022,694 (LOAN A) AND AN ADDITIONAL $4,167,306 (LOAN B) TO WELLS FARGO COMMUNITY DEVELOPMENT ENTERPRISES 7, LLC, WHICH IN TURN LOANED THOSE FUNDS TO BUCKNELL REAL ESTATE, INC. IN DECEMBER 2010. THE FUNDS WERE USED FOR THE ACQUISITION AND IMPROVEMENT OF CERTAIN PROPERTIES IN LEWISBURG, PA. DURING THE 2018 TAX YEAR, THE UNIVERSITY WOUND DOWN THE NEW MARKETS TAX CREDIT PROJECT RESULTING IN THE ENTIRE LOAN BECOMING THE RESPONSIBILITY OF BUCKNELL REAL ESTATE, INC. THE LOANS REQUIRE INTEREST PAYABLE QUARTERLY AT 1.01% WITH PRINCIPAL PAYMENTS BEGINNING APRIL 1, 2018 THROUGH JANUARY 1, 2046. INTEREST DUE TO BUCKNELL UNIVERSITY FROM THE CONTROLLED ENTITY RELATING TO THE LOAN WAS $163,519 FOR THE YEAR ENDED JUNE 30, 2025. | ExplanationTxt |