STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BUCKNELL UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BUCKNELL UNIVERSITY (EIN 24-0772407)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202511349349300716
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T05:07:08-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN240772407EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bucknell UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBUCKBusinessNameControlTxt
Phone5705771138PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 Dent Drive Finance OfficeAddressLine1Txt
CityLewisburgCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH Daniel HungerfordPersonNm
Person TitleVP-Finance and AdminPersonTitleTxt
Signature2025-05-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJohn C BravmanPrincipalOfficerNm
Gross Receipts$1,061,578,972GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.bucknell.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1846FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionBucknell is a unique national university where liberal arts and professional programs complement each other.ActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee3590TotalEmployeeCnt
Total Volunteers861TotalVolunteersCnt
Total Gross UBI$6,895,177TotalGrossUBIAmt
PY Contributions Grants$36,924,156PYContributionsGrantsAmt
CY Contributions Grants$39,331,786CYContributionsGrantsAmt
PY Program Service Revenue$273,459,110PYProgramServiceRevenueAmt
CY Program Service Revenue$292,521,056CYProgramServiceRevenueAmt
PY Investment Income$62,188,786PYInvestmentIncomeAmt
CY Investment Income$84,264,266CYInvestmentIncomeAmt
PY Other Revenue$6,417,328PYOtherRevenueAmt
CY Other Revenue$7,508,864CYOtherRevenueAmt
PY Total Revenue$378,989,380PYTotalRevenueAmt
CY Total Revenue$423,625,972CYTotalRevenueAmt
PY Grants And Similar Paid$82,119,439PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$91,088,857CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$160,547,930PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$173,353,915CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$199,100PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$170,909CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,859,530CYTotalFundraisingExpenseAmt
PY Other Expenses$114,171,461PYOtherExpensesAmt
CY Other Expenses$119,383,880CYOtherExpensesAmt
PY Total Expenses$357,037,930PYTotalExpensesAmt
CY Total Expenses$383,997,561CYTotalExpensesAmt
PY Revenues Less Expenses$21,951,450PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$39,628,411CYRevenuesLessExpensesAmt
Total Assets BOY$1,678,403,221TotalAssetsBOYAmt
Total Assets EOY$1,744,423,493TotalAssetsEOYAmt
Total Liabilities BOY$290,025,822TotalLiabilitiesBOYAmt
Total Liabilities EOY$281,905,040TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,388,377,399NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,462,518,453NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionBucknell 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.Bucknells rich history and heritage will influence its planning for the future. Bucknells potential as an institution of higher learning extends beyond that of a traditional liberal arts cMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$229,726,977ExpenseAmt
Grant$90,919,962GrantAmt
Revenue$243,697,002RevenueAmt
DescAcademic 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

FieldValueIRS element (for citing)
Expense$53,683,329ExpenseAmt
Revenue$3,382,889RevenueAmt
DescStudent 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

FieldValueIRS element (for citing)
Expense$40,859,705ExpenseAmt
Revenue$52,745,005RevenueAmt
DescAuxiliary Enterprises - the expenses of room, board, and other services primarily for the University's students.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,793,609TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$168,895TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$329,063,620TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document4363IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3590EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryOCForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonH Daniel HungerfordPersonNm
Phone5705771138PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217C Marts Hall Bucknell UnivAddressLine1Txt
CityLewisburgCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (64 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
John Bravman
President40.000.00Yes (X)Yes (X)$1,067,924$0$227,906
Nathan Davis
Coach-M.Basketball40.000.00$545,012$0$19,841
Scott Rosevear
VP-Advancement40.000.00Yes (X)$451,447$0$106,531
Param Bedi
VP and COO40.000.00Yes (X)$454,826$0$100,817
Karin Rilley
General Counsel40.000.00Yes (X)$433,939$0$82,495
Nicole Whitehead
VP-Talent & HR40.000.00Yes (X)$417,354$0$45,852
Raquel Alexander
Former Dean-Management40.000.00$270,986$0$182,220
Margot Vigeant
Interim Provost40.000.00Yes (X)$340,618$0$102,039
E Mermann-Jozwiak
Former Provost40.000.00$356,828$0$81,032
Lisa Keegan
VP-Enrollment40.000.00Yes (X)$385,766$0$47,873
Karl Voss
Dean-Arts and Sciences40.000.00$265,540$0$118,772
Jermaine Truax
VP-Athletics40.000.00Yes (X)$289,640$0$85,775
Robert Midkiff
Former VP-Strategy40.000.00$288,428$0$52,147
Heather Johns
VP-Communicatio40.000.00Yes (X)$280,000$0$58,012
Cindy Guthrie
Interim Dean-Management40.000.00$300,067$0$30,562
Brad Putman
Dean-Engineering40.000.00$295,803$0$32,580
David Cecchini
Coach-Football40.000.00$234,023$0$93,118
Ankur Pareek
Professor40.000.00$255,543$0$57,194
Joe Wilck
Professor40.000.00$248,579$0$61,204
Eileen Petula
Former VP - Fin and Admin40.000.00$280,170$0$28,896
John Griffin
Coach-M.Basketball40.000.00$241,392$0$44,837
Kathleen Graham
AVP-Advancement40.000.00Yes (X)$213,490$0$44,085
Josh Grill
AVP-Advancement40.000.00Yes (X)$188,429$0$56,013
Jeffrey Loss
AVP-Facilities40.000.00Yes (X)$199,032$0$44,445
Elizabeth Stewart
AVP-Treas/Contr40.000.10Yes (X)$206,876$0$33,222
Carol Kennedy
Secretary40.000.00Yes (X)$199,379$0$30,640
Amy Badal
Dean of Students40.000.00$190,976$0$27,922
Erin Jablonski
FMR Interim Dean-Engineering40.000.00$164,093$0$29,485
Vernes Edghill-Walden
VP-Equity & Inc40.000.00Yes (X)$119,876$0$9,096
Christopher O'Brien
Chairman3.000.00Yes (X)Yes (X)$0$0$0
Annie Seibold Drapeau
Vice Chair3.000.00Yes (X)Yes (X)$0$0$0
Steven Kohn
Vice Chair3.000.00Yes (X)Yes (X)$0$0$0
Garry Thaniel
Secretary3.000.00Yes (X)Yes (X)$0$0$0
Laureen Leptinsky Costa
Asst Secretary3.000.00Yes (X)Yes (X)$0$0$0
Carolyn Neely Ainslie
Trustee1.000.00Yes (X)$0$0$0
Dawn Becker
Trustee1.000.00Yes (X)$0$0$0
Keren Bergman
Trustee1.000.00Yes (X)$0$0$0
J Frank Brown
Trustee1.000.00Yes (X)$0$0$0
Thomas Buchholz
Trustee1.000.00Yes (X)$0$0$0
Frank Davis
Trustee1.000.00Yes (X)$0$0$0
Lisa Cadette Detwiler
Trustee1.000.00Yes (X)$0$0$0
Michael Dominguez
Trustee1.000.00Yes (X)$0$0$0
Brenda Earl
Trustee1.000.00Yes (X)$0$0$0
Makoto Fujimura
Trustee1.000.00Yes (X)$0$0$0
Martin Gilliard
Trustee1.000.00Yes (X)$0$0$0
Robert Gilligan
Trustee1.000.00Yes (X)$0$0$0
Eugene Gorab
Trustee1.000.00Yes (X)$0$0$0
Sunil Gulati
Trustee1.000.00Yes (X)$0$0$0
Donald Isken
Trustee1.000.00Yes (X)$0$0$0
Alexandra Ahrens Jung
Trustee1.000.00Yes (X)$0$0$0
Bridget LaCroix Lecky
Trustee1.000.00Yes (X)$0$0$0
Jordan Leiser
Trustee1.000.00Yes (X)$0$0$0
Carolyn Speer Miles
Trustee1.000.00Yes (X)$0$0$0
Samuel Nana-Sinkam Jr
Trustee1.000.00Yes (X)$0$0$0
Scott Perricelli
Trustee1.000.00Yes (X)$0$0$0
John Reynolds
Trustee1.000.00Yes (X)$0$0$0
Laurie Schmidt
Trustee1.000.00Yes (X)$0$0$0
Frank Schoeneman
Trustee1.000.00Yes (X)$0$0$0
Erika Stanat
Trustee1.000.00Yes (X)$0$0$0
Kecia Thomas
Trustee1.000.00Yes (X)$0$0$0
Scott Uebele
Trustee1.000.00Yes (X)$0$0$0
Kathryn Boselli Vizas
Trustee1.000.00Yes (X)$0$0$0
Audra Wilson
Trustee1.000.00Yes (X)$0$0$0
Robin Gale Zafirovski
Trustee1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$9,186,036TotalReportableCompFromOrgAmt
Total Other Compensation$1,934,611TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K311IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Wohlsen Construction Company
PO Box 4612LancasterPA17604Construction$31,230,990
Parkhurst Dining Service
PO Box 644091PittsburghPA15264Food Management$10,777,472
Poole Anderson Construction
2121 Old Gatesburg RdState CollegePA16803Construction$10,606,948
T-Ross Brothers Construction Inc
PO Box 70MontandonPA17850Construction$4,385,601
Gray Builders LLC
136 Columbia Hill RoadDanvillePA17821Construction$2,271,032
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K95CntrctRcvdGreaterThan100KCnt
Government Grants$5,852,586GovernmentGrantsAmt
All Other Contributions$33,479,200AllOtherContributionsAmt
Noncash Contributions$3,840,205NoncashContributionsAmt
Total Contributions$39,331,786TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Golf Course713910$1,133,513$1,133,513
Related Auxiliary Svcs611710$756,801$756,801
Residence Halls & Dining611710$46,630,202$46,630,202
Summer Conferences721000$303,538$303,538
Tuition & Fees611710$243,697,002$243,697,002
FieldValueIRS element (for citing)
Total Program Service Revenue$292,521,056TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,637,266TotalRevenueColumnAmt
Unrelated Business Revenue$5,253,103UnrelatedBusinessRevenueAmt
Exclusion$7,384,163ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1TotalRevenueColumnAmt
Exclusion$1ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$709,580,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$637,953,000SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$71,627,000SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$71,627,000TotalRevenueColumnAmt
Exclusion$71,627,000ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Athletics Related Revenue611710$3,382,889$3,382,889
Other Auxiliary Revenue611710$3,880,813$3,880,813
Sponsorship/Advertising900099$205,023$205,023

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,138TotalRevenueColumnAmt
Related Or Exempt Func Income$40,138RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$7,508,863OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$423,625,972TotalRevenueColumnAmt
Related Or Exempt Func Income$298,387,845RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$6,895,177UnrelatedBusinessRevenueAmt
Exclusion$79,011,164ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$61,112TotalAmt
Program Services$61,112ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$80,328,174TotalAmt
Program Services$80,328,174ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$10,699,571TotalAmt
Program Services$10,699,571ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,310,234TotalAmt
Program Services$2,470,145ProgramServicesAmt
Management And General$4,304,622ManagementAndGeneralAmt
Fundraising$535,467FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,418,107TotalAmt
Program Services$2,261,657ProgramServicesAmt
Fundraising$156,450FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$118,832,958TotalAmt
Program Services$100,729,187ProgramServicesAmt
Management And General$11,411,938ManagementAndGeneralAmt
Fundraising$6,691,833FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,796,895TotalAmt
Program Services$8,254,905ProgramServicesAmt
Management And General$997,802ManagementAndGeneralAmt
Fundraising$544,188FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,857,353TotalAmt
Program Services$21,200,676ProgramServicesAmt
Management And General$3,061,197ManagementAndGeneralAmt
Fundraising$1,595,480FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,138,368TotalAmt
Program Services$7,518,402ProgramServicesAmt
Management And General$1,095,981ManagementAndGeneralAmt
Fundraising$523,985FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$653,045TotalAmt
Program Services$138,880ProgramServicesAmt
Management And General$504,165ManagementAndGeneralAmt
Fundraising$10,000FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$304,629TotalAmt
Management And General$304,629ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$7,278TotalAmt
Program Services$7,278ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$170,909TotalAmt
Fundraising$170,909FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,088,615TotalAmt
Management And General$7,088,615ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,616,390TotalAmt
Program Services$22,191,349ProgramServicesAmt
Management And General$6,596,392ManagementAndGeneralAmt
Fundraising$828,649FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$478,900TotalAmt
Program Services$127,925ProgramServicesAmt
Management And General$350,016ManagementAndGeneralAmt
Fundraising$959FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,802,799TotalAmt
Program Services$10,199,163ProgramServicesAmt
Management And General$428,463ManagementAndGeneralAmt
Fundraising$175,173FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,582,328TotalAmt
Program Services$6,197,230ProgramServicesAmt
Management And General$621,935ManagementAndGeneralAmt
Fundraising$763,163FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,215,826TotalAmt
Program Services$1,765,299ProgramServicesAmt
Management And General$365,842ManagementAndGeneralAmt
Fundraising$84,685FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,147,445TotalAmt
Program Services$7,912,838ProgramServicesAmt
Management And General$438,069ManagementAndGeneralAmt
Fundraising$796,538FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,736,068TotalAmt
Program Services$3,985,331ProgramServicesAmt
Management And General$1,750,737ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$27,128,339TotalAmt
Program Services$26,599,078ProgramServicesAmt
Management And General$529,261ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,511,527TotalAmt
Program Services$2,370,809ProgramServicesAmt
Management And General$140,718ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Other Repair and Maintenance$13,657,079$12,873,804$611,319$171,956
Miscellaneous$1,693,010$471,958$448,251$772,801
Utilities & fuel$554,415$530,992$1,029$22,394
Real Estate Taxes$206,187$167,857$23,430$14,900

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$383,997,561TotalAmt
Program Services$329,063,620ProgramServicesAmt
Management And General$41,074,411ManagementAndGeneralAmt
Fundraising$13,859,530FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$26,706,658BOYAmt
EOY$30,084,430EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,158,304BOYAmt
EOY$22,391,487EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,805,880BOYAmt
EOY$20,792,358EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,576,081BOYAmt
EOY$3,951,021EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$25,468,041BOYAmt
EOY$25,505,925EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$336,395BOYAmt
EOY$245,138EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,992,475BOYAmt
EOY$6,278,720EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$914,777,552LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$463,562,329LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$426,200,810BOYAmt
EOY$451,215,223EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$212,317,840BOYAmt
EOY$231,741,364EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$928,061,843BOYAmt
EOY$964,395,910EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY-$11,221,106BOYAmt
EOY-$12,178,083EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,678,403,221BOYAmt
EOY$1,744,423,493EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$119,147,939BOYAmt
EOY$117,020,524EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,883,861BOYAmt
EOY$3,654,247EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$160,726,299BOYAmt
EOY$155,973,459EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$476,065BOYAmt
EOY$433,867EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,791,658BOYAmt
EOY$4,822,943EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$290,025,822BOYAmt
EOY$281,905,040EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$594,372,296BOYAmt
EOY$619,465,901EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$794,005,103BOYAmt
EOY$843,052,552EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,388,377,399BOYAmt
EOY$1,462,518,453EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,678,403,221BOYAmt
EOY$1,744,423,493EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$39,628,411ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$34,595,871NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$83,228OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,298,251CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,142,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,648,416CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,924,156CurrentTaxYearMinus1YearAmt
Current Tax Year$39,331,786CurrentTaxYearAmt
Total$206,344,859TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,298,251CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,142,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,648,416CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,924,156CurrentTaxYearMinus1YearAmt
Current Tax Year$39,331,786CurrentTaxYearAmt
Total$206,344,859TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$36,623,027SubstantialContributorsTotAmt
Public Support Total170$169,721,832PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,967,037CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,467,146CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,127,837CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,761,365CurrentTaxYearMinus1YearAmt
Current Tax Year$7,614,010CurrentTaxYearAmt
Total$44,937,395TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$394,927CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,570,204CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$249,421CurrentTaxYearMinus1YearAmt
Current Tax Year$5,023,256CurrentTaxYearAmt
Total$8,237,808TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,471,942CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,610,261CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,171,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,222,132CurrentTaxYearMinus1YearAmt
Current Tax Year$7,303,840CurrentTaxYearAmt
Total$25,779,781TotalAmt
FieldValueIRS element (for citing)
Total Support$285,299,843TotalSupportAmt
Gross Receipts Rltd Activities$1,313,715,611GrossReceiptsRltdActivitiesAmt
Public Support CY1700.59490PublicSupportCY170Pct
Public Support PY1700.57600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$7,278DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$7,278TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II-B, Line 1i - Other Activities DescriptionDuring the year ended June 30, 2024, 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.
Part IV - Additional Information

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,088,266,963BeginningYearBalanceAmt
Contributions$22,859,349ContributionsAmt
Investment Earnings Or Losses$113,880,041InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,110,543GrantsOrScholarshipsAmt
Other Expenditures$33,482,725OtherExpendituresAmt
Administrative Expenses$7,138,109AdministrativeExpensesAmt
End Year Balance$1,167,274,976EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,070,375,305BeginningYearBalanceAmt
Contributions$17,892,326ContributionsAmt
Investment Earnings Or Losses$57,358,735InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,158,795GrantsOrScholarshipsAmt
Other Expenditures$33,102,765OtherExpendituresAmt
Administrative Expenses$7,097,843AdministrativeExpensesAmt
End Year Balance$1,088,266,963EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,105,615,507BeginningYearBalanceAmt
Contributions$51,855,585ContributionsAmt
Investment Earnings Or Losses-$31,451,403InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,600,756GrantsOrScholarshipsAmt
Other Expenditures$31,623,497OtherExpendituresAmt
Administrative Expenses$8,420,131AdministrativeExpensesAmt
End Year Balance$1,070,375,305EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$844,765,606BeginningYearBalanceAmt
Contributions$27,381,046ContributionsAmt
Investment Earnings Or Losses$283,099,051InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,566,244GrantsOrScholarshipsAmt
Other Expenditures$32,042,558OtherExpendituresAmt
Administrative Expenses$2,021,394AdministrativeExpensesAmt
End Year Balance$1,105,615,507EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$866,834,767BeginningYearBalanceAmt
Contributions$20,415,212ContributionsAmt
Investment Earnings Or Losses$4,970,889InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,739,118GrantsOrScholarshipsAmt
Other Expenditures$30,745,495OtherExpendituresAmt
Administrative Expenses$1,970,649AdministrativeExpensesAmt
End Year Balance$844,765,606EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.33229BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.37158PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29613TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,204,386OtherCostOrOtherBasisAmt
Book Value$5,204,386BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$675,022,357OtherCostOrOtherBasisAmt
Depreciation$280,062,607DepreciationAmt
Book Value$394,959,750BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$183,505,578OtherCostOrOtherBasisAmt
Depreciation$133,134,747DepreciationAmt
Book Value$50,370,831BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,045,231OtherCostOrOtherBasisAmt
Depreciation$50,364,975DepreciationAmt
Book Value$680,256BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$451,215,223TotalBookValueLandBuildingsAmt
Total Book Value Securities$964,395,910TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Funds held for others$2,937,462
Funds held for student organizations$1,885,481
FieldValueIRS element (for citing)
Total Liability$4,822,943TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, oAs 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's collections and how it furthers its purpose.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 the 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 : FIN48 FootnoteThe 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

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Line 3 - Racially Nondiscriminatory Policy PublicizedThe University's racially nondiscriminatory policy is available on the university's website and is printed in University publications.
Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
Schedule E, Line 5 - Explanation of Organization Discrimination by Race
Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental AgencyBucknell University receives research grants and contracts from various governmental agencies as well as funds for student aid.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America00Scholarships$138,992
East Asia and the Pacific00Scholarships$3,808,848
Europe00Scholarships$3,503,314
Middle East/North Africa00Scholarships$189,111
North America00Scholarships$286,512
Russia and N. States00Scholarships$60,827
South America00Scholarships$131,122
South Asia00Scholarships$928,651
Sub-Saharan Africa00Scholarships$1,544,411
Central America00Program Services$87,271Study Abroad Prg
East Asia and the Pacific00Program Services$130,021Study Abroad Prg
Europe33Program Services$2,012,683Study Abroad Prg
Sub-Saharan Africa00Program Services$128,482Study Abroad Prg
Central America00Program Services$16,748Academic and Related
East Asia and the Pacific00Program Services$205,359Academic and Related
Europe00Program Services$253,431Academic and Related
Middle East/North Africa00Program Services$7,063Academic and Related
North America00Program Services$65,687Academic and Related
Russia00Program Services$1,604Academic and Related
South America00Program Services$25,546Academic and Related
South Asia00Program Services$9,278Academic and Related
Sub-Saharan Africa00Program Services$79,664Academic and Related
Central America00Investments$161,674,124
East Asia and the Pacific00Investments$1,242,703
Europe00Investments$48,360,620
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office3TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$13,432,846SubtotalSpentAmt
Continuation Spent$211,459,226ContinuationSpentAmt
Total Spent$224,892,072TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
North AmericaCollab. Research$58,793EFTFMV
Sub-Sah. AfricaCollab. Research$48,990EFTFMV
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (16 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmt
Scholarships to Non-US CitizensCentral America1$84,050
Scholarships to Non-US CitizensEast Asia/Pacific75$3,214,254
Scholarships to Non-US CitizensEurope29$1,710,443
Scholarships to Non-US CitizensMid East/Nrth Africa2$161,234
Scholarships to Non-US CitizensNorth America4$286,512
Scholarships to Non-US CitizensRussia/N. States3$34,083
Scholarships to Non-US CitizensSouth America3$98,913
Scholarships to Non-US CitizensSouth Asia13$928,651
Scholarships to Non-US CitizensSub-Saharan Africa18$1,490,946
Scholarships-BU Students AbroadCentral America9$54,942
Scholarships-BU Students AbroadEast Asia/Pacific31$594,594
Scholarships-BU Students AbroadEurope155$1,792,871
Scholarships-BU Students AbroadMid East/Nrth Africa1$27,877
Scholarships-BU Students AbroadRussia/N. States1$26,744
Scholarships-BU Students AbroadSouth America1$32,209
Scholarships-BU Students AbroadSub-Saharan Africa10$53,465
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside USThe 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 AccountingAccrual Method
Part II, Line 1 - Method of AccountingAccrual Method
Part III, Line 1 - Estimated Number of RecipientsEstimated number of recipients

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Graham-Pelton AssociatesBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 Beechwood RoadAddressLine1Txt
CitySummitCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07901ZIPCd
FieldValueIRS element (for citing)
ActivityCampaign CounselActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Retained By Contractor$170,909RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$170,909TotalRetainedByContractorsAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWYLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Geisinger Clinic
100 North Academy AvenueDanvillePA17822236291113$19,699$0Collaborative Research
University of California
2195 Hearst Ave R120 MC 1104BerkeleyCA94720946002123$41,413$0Collaborative Research
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships to Attend BUGrantTypeTxt
Recipient2194RecipientCnt
Cash Grant$80,328,174CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmount
Amy Badal
Dean of Students$190,976$19,495$8,427$218,898
Ankur Pareek
Professor$255,543$23,455$33,739$312,737
Brad Putman
Dean-Engineering$295,795$15,429$17,151$328,383$8
Carol Kennedy
Secretary$189,279$18,000$12,640$230,019$100$10,000
Cindy Guthrie
Interim Dean-Management$300,067$30,179$383$330,629
David Cecchini
Coach-Football$229,760$23,748$69,370$327,141$4,263
E Mermann-Jozwiak
Former Provost$356,828$33,000$48,032$437,860
Eileen Petula
Former VP - Fin and Admin$280,170$14,125$14,771$309,066
Elizabeth Stewart
AVP-Treas/Contr$206,805$21,192$12,030$240,098$71
Erin Jablonski
FMR Interim Dean-Engineering$160,093$16,605$12,880$193,578$4,000
Heather Johns
VP-Communicatio$255,000$25,500$32,512$338,012$25,000
Jeffrey Loss
AVP-Facilities$199,032$20,854$23,591$243,477
Jermaine Truax
VP-Athletics$289,569$30,650$55,125$375,415$71
Joe Wilck
Professor$248,579$24,985$36,219$309,783
John Bravman
President$723,389$133,000$94,906$1,295,830$44,535$300,000
John Griffin
Coach-M.Basketball$227,934$23,043$21,794$286,229$1,458$12,000
Josh Grill
AVP-Advancement$188,429$20,409$35,604$244,442
Karin Rilley
General Counsel$388,939$33,000$49,495$516,434$45,000
Karl Voss
Dean-Arts and Sciences$265,540$27,622$91,150$384,312
Kathleen Graham
AVP-Advancement$213,490$22,421$21,664$257,575
Lisa Keegan
VP-Enrollment$345,766$30,000$17,873$433,639$40,000
Margot Vigeant
Interim Provost$340,618$27,166$74,873$442,657
Nathan Davis
Coach-M.Basketball$545,012$10,308$9,533$564,853
Nicole Whitehead
VP-Talent & HR$291,142$30,000$15,852$463,206$1,212$125,000
Param Bedi
VP and COO$412,113$33,000$67,817$555,643$213$42,500
Raquel Alexander
Former Dean-Management$270,986$28,300$153,920$453,206
Robert Midkiff
Former VP-Strategy$288,279$29,657$22,490$340,575$149
Scott Rosevear
VP-Advancement$444,164$33,000$73,531$557,978$7,283

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1a: Relevant information in regards to selections on 1a.FormAndLineReferenceDesc
ExplanationFIRST 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). No 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 3 officers and/or key employees listed in Part II of Schedule J for years of service recognition awards/gifts. 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 and child care services for the president and includes those amounts as taxable compensation.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
UCHEFFA
A232228275906459FU12015-06-29$24,995,531Acquisition,construction,renofalsefalsefalse
UCHEFFA
B2322282752015-01-30$25,000,000Acquisition,construction,renofalsefalsefalse
UCHEFFA
C2322282752022-01-19$29,400,000Refund 2020 taxable bondsfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$3,310,000$24,995,531$105,638$24,889,8932017falsefalseYes (true)Yes (true)
B$1,580,000$25,000,000$167,650$24,832,3502016falsefalseYes (true)Yes (true)
C$2,330,000$29,400,0002022falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalsefalsefalsefalsefalsefalseYes (true)
BfalsefalsefalsefalsefalsefalseYes (true)
CfalsefalsefalsefalsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndNo Rebate DueNoRebateDueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndException To RebateExceptionToRebateInd
AfalseYes (true)falsefalsefalseYes (true)
BfalsefalsefalsefalseYes (true)Yes (true)
CfalsefalsefalsefalseYes (true)Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart VIFormAndLineReferenceDesc
ExplanationPart IV - Column A 2(c) - Rebate computation performed July 1, 2020ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Wendelin Wright
Spouse-Pres.$191,998Employmentfalse
Eric Kennedy
Spouse-Officer$169,710Employmentfalse
John Keegan
Spouse-Officer$156,450Employmentfalse
Steven Stumbris
Spouse-Officer$149,939Employmentfalse
Janeen Putman
Spouse-Key Empl$113,852Employmentfalse
Joseph Jozwiak
Spouse-Fmr Off$139,082Employmentfalse
Brandon Vogel
Spouse-Fmr KeyEm$175,549Employmentfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution80ContributionCnt
Noncash Contributions Rpt F990$3,840,205NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCnt
Yes (X)Supplies12
Yes (X)Athletic Equip1
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 33, Revenues Not ReportedFormAndLineReferenceDesc
ExplanationAs 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4dOTHER PROGRAM SERVICES 4: Research and Public Services - expenses related to research and public services conducted/provided by students, faculty, and staff.
Form 990, Part VI, Section A, Line 2The following individuals have business relationships with each other based on their positions within the University's related organizations. Bucknell University Bucknell Real Estate Bison VenturesElizabeth D Stewart AVP, Treasurer Interim President/ Interim President/ & Controller/Assistant Vice President Vice President Secretary Board Member Board MemberRonald E. Stauffer,II Employee Board Member Secretary/ Board MemberLori Wilson Employee Secretary/ Board Member
Form 990, Part VI, Section B, Line 11bThe 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 12cAll 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 15aThe 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, 15bIn 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 B, Line 15bThe 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, an independent compensation consultant, 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.In addition, compensation of certain officers and key employees (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, an independent compensation consultant, other organizations' Form 990s and compensation surveys. Contemporaneous substantiation of deliberations are recorded and kept.
Form 990, Part VI, Section C, Line 19The University has audited financial statements available on the University's Finance Office website.
Form 990, Part XI, Line 9Postretiree healthcare costs other than periodic expense = -$83228

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Bucknell Real Estate IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 Moore AvenueAddressLine1Txt
CityLewisburgCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd
FieldValueIRS element (for citing)
EIN273576298EIN
Primary ActivitiesReal Estate Property ManagementPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Exempt Code Section501 (c) (2)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Bucknell UniversityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Bison Ventures Inc
701 Moore AvenueLewisburgPA17837264730096Bookstore OperationsPABucknell UnivC-$258,430-$2,482,8781.00000Yes (true)
Charitable remaind trusts 34
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Charitable lead trusts 1
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Pooled income funds 3
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Funds held trust by others 1
PO Box 4655AtlantaGA30302Support Bucknell UniversityCOTrustfalseN/A
Funds held trust by others 1
2951 Centerville RoadWilmingtonDE19808Support Bucknell UniversityDETrustfalseN/A
Funds held trust by others 1
4967 Ten Oaks RoadDaytonMD21036Support Bucknell UniversityMDTrustfalseN/A
Funds held trust by others 1
1100 North Market StreetWilmingtonDE19890Support Bucknell UniversityNYTrustfalseN/A
Funds held trust by others 1
625 S Garfield AvenueTraverse CityMI49685Support Bucknell UniversityMITrustfalseN/A
Funds held trust by others 1
1712 Glenbrook AvenueLancasterPA17603Support Bucknell UniversityPATrustfalseN/A
Funds held trust by others 1
753 Ameriprise Financial CtrMinneapolisMN55747Support Bucknell UniversityMNTrustfalseN/A
Funds held trust by others 1
18760 N Pima RoadScottsdaleAZ85255Support Bucknell UniversityKSTrustfalseN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Bucknell Real Estate Inc
a$163,519Estimated FMV
Bucknell Real Estate Inc
i$56,597Estimated FMV
Bucknell Real Estate Inc
k$177,000Estimated FMV
Bucknell Real Estate Inc
q$37,423Estimated FMV
Bison Ventures Inc
a$161,041Estimated FMV
Bison Ventures Inc
l$134,892Estimated FMV
Bison Ventures Inc
q$234,952Estimated FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990, Schedule R, Part V, 1(a)FormAndLineReferenceDesc
ExplanationAs 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, 2024.ExplanationTxt