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BUCKNELL UNIVERSITY: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BUCKNELL UNIVERSITY (EIN 24-0772407)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-10
IRS object ID
202341309349302999
Schema version
2021v4.1
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)
Return2023-05-10T11:26:35-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

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
Phone5705773811PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonElizabeth D StewartPersonNm
Person TitleAVP-Treas/ContrPersonTitleTxt
Signature2023-05-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstElizabeth DPersonFirstNm
Person LastStewartPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJohn C BravmanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 Marts Hall Bucknell UnivAddressLine1Txt
CityLewisburgCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$488,854,813GrossReceiptsAmt
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 Body40VotingMembersGoverningBodyCnt
Voting Members Independent39VotingMembersIndependentCnt
Total Employee3131TotalEmployeeCnt
Total Volunteers1177TotalVolunteersCnt
Total Gross UBI$4,627,918TotalGrossUBIAmt
PY Contributions Grants$39,142,250PYContributionsGrantsAmt
CY Contributions Grants$59,648,417CYContributionsGrantsAmt
PY Program Service Revenue$251,899,083PYProgramServiceRevenueAmt
CY Program Service Revenue$261,405,762CYProgramServiceRevenueAmt
PY Investment Income$38,113,880PYInvestmentIncomeAmt
CY Investment Income-$38,507,973CYInvestmentIncomeAmt
PY Other Revenue$2,610,262PYOtherRevenueAmt
CY Other Revenue$6,356,607CYOtherRevenueAmt
PY Total Revenue$331,765,475PYTotalRevenueAmt
CY Total Revenue$288,902,813CYTotalRevenueAmt
PY Grants And Similar Paid$70,542,813PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$74,934,255CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$145,987,769PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$154,678,827CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$259,508PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$185,721CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,952,472CYTotalFundraisingExpenseAmt
PY Other Expenses$91,209,785PYOtherExpensesAmt
CY Other Expenses$105,223,859CYOtherExpensesAmt
PY Total Expenses$307,999,875PYTotalExpensesAmt
CY Total Expenses$335,022,662CYTotalExpensesAmt
PY Revenues Less Expenses$23,765,600PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$46,119,849CYRevenuesLessExpensesAmt
Total Assets BOY$1,702,706,536TotalAssetsBOYAmt
Total Assets EOY$1,651,590,991TotalAssetsEOYAmt
Total Liabilities BOY$308,837,053TotalLiabilitiesBOYAmt
Total Liabilities EOY$281,702,681TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,393,869,483NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,369,888,310NetAssetsOrFundBalancesEOYAmt
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$191,249,512ExpenseAmt
Grant$74,543,894GrantAmt
Revenue$217,528,731RevenueAmt
DescAcademic and educational - the expenses of instructional departments and programs and the expenses of activities and services that directly support instructionDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$46,758,770ExpenseAmt
Revenue$2,687,188RevenueAmt
DescStudent Services - the expenses of activities and services that indirectly support the educational programs such as library services and athletics/recreationDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$39,381,439ExpenseAmt
Revenue$47,328,019RevenueAmt
DescAuxiliary Enterprises - the expenses of room, board, and other services primarily for the University's studentsDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,862,373TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$390,361TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$282,252,094TotalProgramServiceExpensesAmt
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 Document4319IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3131EmployeeCnt
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 Members40GoverningBodyVotingMembersCnt
Independent Voting Member39IndependentVotingMemberCnt
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)
PersonElizabeth D StewartPersonNm
Phone5705771138PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Cooley Hall Bucknell UniversityAddressLine1Txt
CityLewisburgCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
John C Bravman
President40.000.00Yes (X)Yes (X)$732,198$0$193,510
Scott G Rosevear
VP-Uni Advance40.000.00Yes (X)$371,351$0$113,537
Raquel Alexander
Dean-Management40.000.00$326,115$0$131,803
Elisabeth Mermann-Jozwiak
Provost40.000.00Yes (X)$340,782$0$74,556
Eileen E Petula
VP-Fin & Adm40.000.10Yes (X)$317,761$0$96,028
Karin W Rilley
General Counsel40.000.00Yes (X)$311,910$0$77,267
Nathan Davis
Coach-Men's Basket40.000.00$320,912$0$61,688
Param S Bedi
VP-Library & IT40.000.00Yes (X)$273,576$0$74,197
Karl Voss
Dean-Arts and Sciences40.000.00$240,383$0$93,703
Jermaine M Truax
Director of Athletics & Rec40.000.00$259,951$0$72,402
Pierre D Joanis
VP-Human Res40.000.00Yes (X)$255,006$0$72,151
Lisa A Keegan
VP-Enrollment40.000.00Yes (X)$266,214$0$48,979
David Cecchini
Coach-Football40.000.00$228,196$0$66,555
Amy Badal
Dean of Students40.000.00$250,941$0$37,192
Robert Midkiff
VP-Strategic40.000.00Yes (X)$239,324$0$39,922
Patrick Mather
Dean-Engineering40.000.00$217,116$0$52,390
Tom Geerd Geurts
Professor40.000.00$239,511$0$21,973
Curtis Nicholls
Professor40.000.00$206,499$0$53,180
Kathleen Graham
AVP-Advancement40.000.00Yes (X)$202,558$0$47,822
Stacy Mastrolia
Professor40.000.00$201,358$0$41,718
Josh Grill
AVP-Advancement40.000.00Yes (X)$181,813$0$51,284
Elizabeth D Stewart
AVP-Treas/Contr40.000.10Yes (X)$180,733$0$40,426
Heather Johns
Chief Comm Off40.000.00Yes (X)$201,219$0$19,925
Jeffrey Loss
AVP-Facilities40.000.00Yes (X)$177,297$0$40,378
Erin Jablonski
Interim Dean-Engineering40.000.00$178,757$0$26,584
Carol M Kennedy
Secretary40.000.00Yes (X)$164,393$0$28,539
Christopher O'Brien
Chair3.000.00Yes (X)Yes (X)$0$0$0
Annie Seibold Drapeau
Vice Chair3.000.00Yes (X)Yes (X)$0$0$0
Steven A Kohn
Vice Chair3.000.00Yes (X)Yes (X)$0$0$0
Garry D Thaniel
Secretary3.000.00Yes (X)Yes (X)$0$0$0
Laureen R Costa
Asst. Secretary3.000.00Yes (X)Yes (X)$0$0$0
Carolyn N Ainslie
Trustee1.000.00Yes (X)$0$0$0
Dawn M 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 A Buchholz
Trustee1.000.00Yes (X)$0$0$0
Robert A Chrencik
Trustee1.000.00Yes (X)$0$0$0
Frank A 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
Jane Taylor Elfers
Trustee1.000.00Yes (X)$0$0$0
Michael E Flowers
Trustee1.000.00Yes (X)$0$0$0
Makoto Fujimura
Trustee1.000.00Yes (X)$0$0$0
Robert J Gilligan
Trustee1.000.00Yes (X)$0$0$0
Eugene A Gorab
Trustee1.000.00Yes (X)$0$0$0
Sunil Gulati
Trustee1.000.00Yes (X)$0$0$0
Stephen P Holmes
Trustee1.000.00Yes (X)$0$0$0
Donald N 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 H Leiser
Trustee1.000.00Yes (X)$0$0$0
David J Maurrasse
Trustee1.000.00Yes (X)$0$0$0
Carolyn Miles
Trustee1.000.00Yes (X)$0$0$0
Samuel C Nana-Sinkam Jr
Trustee1.000.00Yes (X)$0$0$0
Scott A Perricelli
Trustee1.000.00Yes (X)$0$0$0
John T Reynolds
Trustee1.000.00Yes (X)$0$0$0
Franklin K Schoeneman
Trustee1.000.00Yes (X)$0$0$0
Kirsten Schubauer Heinemann
Trustee1.000.00Yes (X)$0$0$0
Erika ND Stanat
Trustee1.000.00Yes (X)$0$0$0
Christopher B Sullivan
Trustee1.000.00Yes (X)$0$0$0
Kathryn B Vizas
Trustee1.000.00Yes (X)$0$0$0
David J West
Trustee1.000.00Yes (X)$0$0$0
Audra M Wilson
Trustee1.000.00Yes (X)$0$0$0
Robin G Zafirovski
Trustee1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,885,874TotalReportableCompFromOrgAmt
Total Other Compensation$1,677,709TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K296IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
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
Poole Anderson Construction LLC
2121 Old Gatesburg Road Ste 200State CollegePA16803Construction$14,775,614
Parkhurst Dining Service
PO BOX 644091PittsburghPA15264Food Management$10,304,448
GENETWORx
4060 Innslake DriveGlenn AllenVA23060COVID Testing$4,712,469
T-Ross Brothers Construction
PO Box 70MontandonPA17850Construction$3,424,035
Commonfund
15 Old Danbury RoadWiltonCT06897Investment Advisory$2,291,893
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K72CntrctRcvdGreaterThan100KCnt
Government Grants$6,483,942GovernmentGrantsAmt
All Other Contributions$53,164,475AllOtherContributionsAmt
Noncash Contributions$6,576,878NoncashContributionsAmt
Total Contributions$59,648,417TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Golf Course713910$1,081,520$1,081,520
Related Auxiliary Svcs611710$618,982$618,982
Residence Halls & Dining611710$41,896,799$41,896,799
Summer Conferences721000$279,730$279,730
Tuition & Fees611710$217,528,731$217,528,731
FieldValueIRS element (for citing)
Total Program Service Revenue$261,405,762TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,698,340TotalRevenueColumnAmt
Unrelated Business Revenue$3,081,668UnrelatedBusinessRevenueAmt
Exclusion$10,616,672ExclusionAmt

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$147,745,687SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$199,952,000SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$52,206,313SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$52,206,313TotalRevenueColumnAmt
Exclusion-$52,206,313ExclusionAmt

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$2,687,188$2,687,188
Other Auxiliary Revenue611710$3,450,989$3,450,989
Sponsorship/Advertising900099$185,000$185,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$33,429TotalRevenueColumnAmt
Related Or Exempt Func Income$33,429RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,356,606OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$288,902,813TotalRevenueColumnAmt
Related Or Exempt Func Income$266,216,118RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,627,918UnrelatedBusinessRevenueAmt
Exclusion-$41,589,640ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$207,896TotalAmt
Program Services$207,896ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$67,145,720TotalAmt
Program Services$67,145,720ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,580,639TotalAmt
Program Services$7,580,639ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,883,809TotalAmt
Program Services$2,695,314ProgramServicesAmt
Management And General$3,680,862ManagementAndGeneralAmt
Fundraising$507,633FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$590,440TotalAmt
Program Services$477,735ProgramServicesAmt
Fundraising$112,705FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$106,252,878TotalAmt
Program Services$86,659,344ProgramServicesAmt
Management And General$14,746,852ManagementAndGeneralAmt
Fundraising$4,846,682FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,657,343TotalAmt
Program Services$7,038,325ProgramServicesAmt
Management And General$1,230,521ManagementAndGeneralAmt
Fundraising$388,497FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,602,870TotalAmt
Program Services$19,265,567ProgramServicesAmt
Management And General$4,140,131ManagementAndGeneralAmt
Fundraising$1,197,172FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,691,487TotalAmt
Program Services$6,093,420ProgramServicesAmt
Management And General$1,231,159ManagementAndGeneralAmt
Fundraising$366,908FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$647,206TotalAmt
Program Services$11,920ProgramServicesAmt
Management And General$635,286ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$198,668TotalAmt
Management And General$198,668ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$5,455TotalAmt
Program Services$5,455ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$185,721TotalAmt
Fundraising$185,721FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$8,417,529TotalAmt
Management And General$8,417,529ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$22,727,811TotalAmt
Program Services$18,818,836ProgramServicesAmt
Management And General$3,696,509ManagementAndGeneralAmt
Fundraising$212,466FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$338,877TotalAmt
Program Services$127,153ProgramServicesAmt
Management And General$211,034ManagementAndGeneralAmt
Fundraising$690FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,687,929TotalAmt
Program Services$8,253,591ProgramServicesAmt
Management And General$214,950ManagementAndGeneralAmt
Fundraising$219,388FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,890,769TotalAmt
Program Services$4,801,503ProgramServicesAmt
Management And General$530,853ManagementAndGeneralAmt
Fundraising$558,413FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,401,067TotalAmt
Program Services$2,159,823ProgramServicesAmt
Management And General$239,628ManagementAndGeneralAmt
Fundraising$1,616FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,215,321TotalAmt
Program Services$5,484,293ProgramServicesAmt
Management And General$338,657ManagementAndGeneralAmt
Fundraising$392,371FundraisingAmt

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$6,109,133TotalAmt
Program Services$4,196,874ProgramServicesAmt
Management And General$1,912,259ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,171,637TotalAmt
Program Services$25,668,227ProgramServicesAmt
Management And General$503,410ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,393,085TotalAmt
Program Services$2,264,296ProgramServicesAmt
Management And General$128,789ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Other Repair and Maintenance$11,753,066$11,109,838$513,007$130,221
Miscellaneous$2,546,922$1,541,406$224,083$781,433
Utilities & fuel$536,134$492,426$1,856$41,852
Real Estate Taxes$183,250$152,493$22,053$8,704

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$335,022,662TotalAmt
Program Services$282,252,094ProgramServicesAmt
Management And General$42,818,096ManagementAndGeneralAmt
Fundraising$9,952,472FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$91,663,133BOYAmt
EOY$28,887,419EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,439,912BOYAmt
EOY$69,231,985EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$42,433,522BOYAmt
EOY$27,456,329EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,978,198BOYAmt
EOY$3,293,063EOYAmt

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$26,392,769BOYAmt
EOY$24,970,552EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$67,428BOYAmt
EOY$79,797EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,901,359BOYAmt
EOY$4,835,447EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$813,615,771LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$420,283,423LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$391,201,722BOYAmt
EOY$393,332,348EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$270,536,625BOYAmt
EOY$236,460,958EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$881,336,964BOYAmt
EOY$873,222,949EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY-$9,245,096BOYAmt
EOY-$10,179,856EOYAmt

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$1,702,706,536BOYAmt
EOY$1,651,590,991EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$126,840,024BOYAmt
EOY$105,400,862EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,840,412BOYAmt
EOY$6,092,576EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$169,131,931BOYAmt
EOY$165,362,338EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$557,160BOYAmt
EOY$517,153EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,467,526BOYAmt
EOY$4,329,752EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$308,837,053BOYAmt
EOY$281,702,681EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$581,997,263BOYAmt
EOY$591,069,787EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$811,872,220BOYAmt
EOY$778,818,523EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,393,869,483BOYAmt
EOY$1,369,888,310EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,702,706,536BOYAmt
EOY$1,651,590,991EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$46,119,849ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,252,781NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$17,885,895OtherChangesInNetAssetsAmt
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$41,523,803CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,891,088CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,298,251CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,142,250CurrentTaxYearMinus1YearAmt
Current Tax Year$59,648,416CurrentTaxYearAmt
Total$215,503,808TotalAmt

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$41,523,803CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,891,088CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,298,251CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,142,250CurrentTaxYearMinus1YearAmt
Current Tax Year$59,648,416CurrentTaxYearAmt
Total$215,503,808TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$47,025,213SubstantialContributorsTotAmt
Public Support Total170$168,478,595PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,923,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,317,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,967,037CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,467,146CurrentTaxYearMinus1YearAmt
Current Tax Year$11,127,837CurrentTaxYearAmt
Total$42,802,615TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$394,927CurrentTaxYearMinus1YearAmt
Current Tax Year$2,570,204CurrentTaxYearAmt
Total$2,965,131TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,022,294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,812,763CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,471,942CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,610,261CurrentTaxYearMinus1YearAmt
Current Tax Year$6,171,606CurrentTaxYearAmt
Total$26,088,866TotalAmt
FieldValueIRS element (for citing)
Total Support$287,360,420TotalSupportAmt
Gross Receipts Rltd Activities$1,218,791,535GrossReceiptsRltdActivitiesAmt
Public Support CY1700.58630PublicSupportCY170Pct
Public Support PY1700.65580PublicSupportPY170Pct
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$5,455DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$5,455TotalLobbyingExpendituresAmt
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, 2022, Bucknell University paid membership dues to various higher education and professional organizations on behalf of the University and some of individual employees. These organizations may as part of their normal business participate in lobbying efforts on behalf of it's members has a whole. A review of membership/dues payments revealed one invoice 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 other 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$1,105,615,507BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$851,308,903BeginningYearBalanceAmt
Contributions$20,444,393ContributionsAmt
Investment Earnings Or Losses$41,854,050InvestmentEarningsOrLossesAmt
Grants Or Scholarships$14,043,466GrantsOrScholarshipsAmt
Other Expenditures$30,067,201OtherExpendituresAmt
Administrative Expenses$2,661,912AdministrativeExpensesAmt
End Year Balance$866,834,767EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$800,764,420BeginningYearBalanceAmt
Contributions$22,805,539ContributionsAmt
Investment Earnings Or Losses$73,021,116InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,440,869GrantsOrScholarshipsAmt
Other Expenditures$29,546,478OtherExpendituresAmt
Administrative Expenses$2,294,825AdministrativeExpensesAmt
End Year Balance$851,308,903EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.34410BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.36700PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28890TermEndowmentBalanceEOYPct
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$5,462,299OtherCostOrOtherBasisAmt
Book Value$5,462,299BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$592,888,799OtherCostOrOtherBasisAmt
Depreciation$241,589,683DepreciationAmt
Book Value$351,299,116BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$164,251,509OtherCostOrOtherBasisAmt
Depreciation$128,840,830DepreciationAmt
Book Value$35,410,679BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,013,164OtherCostOrOtherBasisAmt
Depreciation$49,852,910DepreciationAmt
Book Value$1,160,254BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$393,332,348TotalBookValueLandBuildingsAmt
Total Book Value Securities$873,222,949TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Funds held for others$2,501,934
Funds held for student organizations$1,827,818
FieldValueIRS element (for citing)
Total Liability$4,329,752TotalLiabilityAmt
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 (20 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America00Scholarships$153,878
East Asia/Pacific00Scholarships$2,359,375
Europe00Scholarships$2,077,203
Middle East/Nrth Africa00Scholarships$436,170
North America00Scholarships$405,509
Russia and Ind. States00Scholarships$63,599
South America00Scholarships$68,448
South Asia00Scholarships$858,239
Sub-Saharan Africa00Scholarships$975,754
Europe33Program Services$1,024,929Study Abroad Prg
Central America00Program Services$1,533Academic and Related
East Asia/Pacific00Program Services$21,449Academic and Related
Europe00Program Services$171,940Academic and Related
Middle East/Nrth Africa00Program Services$1,068Academic and Related
North America00Program Services$8,815Academic and Related
South America00Program Services$4,873Academic and Related
South Asia00Program Services$13,198Academic and Related
Sub-Saharan Africa00Program Services$89,525Academic and Related
Europe00Investments$23,647,597
Central America00Investments$149,214,537
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office3TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$8,645,980SubtotalSpentAmt
Continuation Spent$172,951,659ContinuationSpentAmt
Total Spent$181,597,639TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
EuropeCollab. Research$21,861wireFMV
North AmericaCollab. Research$103,521wireFMV
North AmericaCollab. Research$38,540wireFMV
Sub-Sah. AfricaCollab. Research$18,542wireFMV
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (13 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmt
Scholarships to Non-US CitizensCentral America3$153,878
Scholarships to Non-US CitizensEast Asia/Pacific119$2,359,375
Scholarships to Non-US CitizensEurope11$692,825
Scholarships to Non-US CitizensMid East/Nrth Africa7$386,621
Scholarships to Non-US CitizensNorth America6$405,509
Scholarships to Non-US CitizensRussia/Ind. States1$63,599
Scholarships to Non-US CitizensSouth America2$63,448
Scholarships to Non-US CitizensSouth Asia15$858,239
Scholarships to Non-US CitizensSub-Saharan Africa13$970,754
Scholarships-BU Students AbroadEurope114$1,384,378
Scholarships-BU Students AbroadMid East/Nrth Africa2$49,549
Scholarships-BU Students AbroadSouth America1$5,000
Scholarships-BU Students AbroadSub-Saharan Africa1$5,000
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$185,721RetainedByContractorAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$185,721TotalRetainedByContractorsAmt
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Arizona State University
PO Box 875812TempeAZ85287860196696$47,279$0Collaborative Research
Embry-Riddle Aeronautical Unv
1 Aerospace BoulevardDaytona BeachFL32114590936101$19,074$0Collaborative Research
Fauna and Flora
1720 N St NW FL4WashingtonDC20036813967095$33,008$0Collaborative Research
Geisinger Clinic
100 North Academy AvenueDanvillePA17822236291113$59,080$0Collaborative Research
Indiana University
509 E Third StBloomingtonIN47401356001673$17,129$0Collaborative Research
Univ of Southern California
University Gardens UGB203Los AngelesCA90089951642394$9,963$0Collaborative Research
University of California
2195 Hearst Av Rm 120 MC 1104BerkeleyCA94720946002123$18,848$0Collaborative Research
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships to Attend BUGrantTypeTxt
Recipient1916RecipientCnt
Cash Grant$67,145,720CashGrantAmt

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 scholarship 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 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 (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmt
Amy Badal
Dean of Students$245,941$5,000$25,156$12,036$288,133
Carol M Kennedy
Secretary$159,393$5,000$16,503$12,036$192,932
Curtis Nicholls
Professor$201,499$5,000$17,959$35,221$259,679
David Cecchini
Coach-Football$218,726$5,000$22,641$43,914$294,751$4,470
Eileen E Petula
VP-Fin & Adm$312,761$5,000$29,000$67,028$413,789
Elisabeth Mermann-Jozwiak
Provost$335,782$5,000$29,000$45,556$415,338
Elizabeth D Stewart
AVP-Treas/Contr$175,733$5,000$18,475$21,951$221,159
Erin Jablonski
Interim Dean-Engineering$173,757$5,000$17,640$8,944$205,341
Heather Johns
Chief Comm Off$196,219$5,000$19,622$303$221,144
Jeffrey Loss
AVP-Facilities$172,297$5,000$18,133$22,245$217,675
Jermaine M Truax
Director of Athletics & Rec$253,031$5,000$25,785$46,617$332,353$1,920
John C Bravman
President$712,589$104,000$89,510$925,708$19,609
Josh Grill
AVP-Advancement$176,813$5,000$19,119$32,165$233,097
Karin W Rilley
General Counsel$306,910$5,000$29,000$48,267$389,177
Karl Voss
Dean-Arts and Sciences$235,383$5,000$24,585$69,118$334,086
Kathleen Graham
AVP-Advancement$197,558$5,000$21,131$26,691$250,380
Lisa A Keegan
VP-Enrollment$254,494$5,000$26,666$22,313$315,193$6,720
Nathan Davis
Coach-Men's Basket$313,679$5,000$29,000$32,688$382,600$2,233
Param S Bedi
VP-Library & IT$268,576$5,000$27,089$47,108$347,773
Patrick Mather
Dean-Engineering$217,116$22,162$30,228$269,506
Pierre D Joanis
VP-Human Res$250,006$5,000$25,928$46,223$327,157
Raquel Alexander
Dean-Management$321,115$5,000$29,000$102,803$457,918
Robert Midkiff
VP-Strategic$234,324$5,000$24,150$15,772$279,246
Scott G Rosevear
VP-Uni Advance$355,623$5,000$29,000$84,537$484,888$10,728
Stacy Mastrolia
Professor$196,358$5,000$18,142$23,576$243,076
Tom Geerd Geurts
Professor$234,511$5,000$9,070$12,903$261,484

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). TAX INDEMNIFICATION & GROSS UP PAYMENTS - Tax gross-up payments, considered taxable compensation, were provided to 1 officer 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 Series 2015B
A232228275906459FU12015-06-29$24,995,531Acquisition,construction,renofalsefalsefalse
UCHEFFA Series 2015A
B2322282752015-01-30$25,000,000Acquisition,construction,renofalsefalsefalse
UCHEFFA Series 2020
C2322282752020-06-24$29,400,000Refund 2012 bond issuefalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRefunding EscrowRefundingEscrowAmt
A$24,995,531$105,638$24,889,8932015falsefalseYes (true)Yes (true)
B$25,000,000$167,650$24,832,3502015falsefalseYes (true)Yes (true)
C$29,400,000$84,953Yes (true)falseYes (true)Yes (true)$29,315,047

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, 2020Part IV - Column B 2(b) - six month exceptionPart IV - Column C 2(b) - Eighteen month exceptionExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Wendelin J Wright
Spouse-Pres.$178,039Employmentfalse
Joseph F Jozwiak
Spouse-Officer$124,596Employmentfalse
Eric A Kennedy
Spouse-Officer$175,101Employmentfalse
John Keegan
Spouse-Officer$127,236Employmentfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution113ContributionCnt
Noncash Contributions Rpt F990$6,576,878NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCnt
Yes (X)Supplies7
Yes (X)Equipment1
FieldValueIRS element (for citing)
Form8283 Received5Form8283ReceivedCnt
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 (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER 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, Line 2: Description of Business or Family Relationship of Officers, Directors, EtThe following individuals have business relationships with each other based on their positions within the University's related organizations. Bucknell University Bucknell Real Estate Bison VenturesEileen E. Petula VP for Finance President/ President/ and Administration Board Member Board MemberElizabeth D Stewart Associate VP, Treasurer Vice President/ Vice President/ & Controller/ Assistant Board Member Board Member SecretaryRonald E. Stauffer,II Employee Board Member Secretary/ Board MemberLori Wilson Employee Secretary/ Board Member
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe 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, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAll 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, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe 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, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe 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, Line 19: Other Organization Documents Publicly AvailableThe University has audited financial statements available on the University's Finance Office website.
Other Changes In Net Assets Or Fund Balances - Other Increases= $0
Other Changes In Net Assets Or Fund Balances - Other IncreasesPostretiree healthcare costs other than periodic expense = $17885895

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 (13 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 AveLewisburgPA17837264730096Bookstore OperationsPABucknell UnivC-$196,030-$1,712,0091.00000Yes (true)
Charitable remaind trusts 36
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
201 Milan Pkway-2nd FloorBirminghamAL35211Support Bucknell UniversityALTrustfalseN/A
Funds held trust by others 1
PO Box 4655AtlantaGA30302Support Bucknell UniversityCOTrustfalseN/A
Funds held trust by others 1
2951 Centerville RoadWilmingtonDE19801Support Bucknell UniversityDETrustfalseN/A
Funds held trust by others 1
4967 Ten Oaks RoadDaytonMD21036Support Bucknell UniversityMDTrustfalseN/A
Funds held trust by others 1
PO Box 95021HendersonNV89009Support Bucknell UniversityNCTrustfalseN/A
Funds held trust by others 1
1100 North Market StreetWilmingtonDE19890Support Bucknell UniversityNYTrustfalseN/A
Funds held trust by others 1
PO Box 1558ColumbusOH43216Support Bucknell UniversityOHTrustfalseN/A
Funds held trust by others 1
1712 Glenbrook AveLancasterPA17603Support Bucknell UniversityPATrustfalseN/A
Funds held trust by others 2
753 Ameriprise Financial CenterMinneapolisMN55747Support Bucknell UniversityMNTrustfalseN/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 ExchangefalseAssetExchangeInd
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 (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Bucknell Real Estate Inc
a$163,519Estimated FMV
Bucknell Real Estate Inc
k$177,000Estimated FMV
Bucknell Real Estate Inc
q$45,499Estimated FMV
Bison Ventures Inc
a$175,541Estimated FMV
Bison Ventures Inc
l$61,829Estimated FMV
Bison Ventures Inc
q$258,990Estimated 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, 2022.ExplanationTxt