STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BUCKNELL UNIVERSITY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BUCKNELL UNIVERSITY (EIN 24-0772407)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-12
IRS object ID
202101329349301005
Schema version
2019v5.0
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)
Return2021-05-12T05:01:42-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

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)
PersonEileen E PetulaPersonNm
Person TitleVP-Finance & AdminPersonTitleTxt
Signature2021-05-12SignatureDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJohn C BravmanPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1219 Marts Hall Bucknell UnivAddressLine1Txt
CityLewisburgCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$677,072,534GrossReceiptsAmt
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 Body37VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee3723TotalEmployeeCnt
Total Volunteers1811TotalVolunteersCnt
Total Gross UBI$35,379TotalGrossUBIAmt
PY Contributions Grants$43,891,088PYContributionsGrantsAmt
CY Contributions Grants$31,298,251CYContributionsGrantsAmt
PY Program Service Revenue$239,946,398PYProgramServiceRevenueAmt
CY Program Service Revenue$240,667,270CYProgramServiceRevenueAmt
PY Investment Income$51,629,792PYInvestmentIncomeAmt
CY Investment Income$55,397,153CYInvestmentIncomeAmt
PY Other Revenue$5,447,233PYOtherRevenueAmt
CY Other Revenue$3,409,038CYOtherRevenueAmt
PY Total Revenue$340,914,511PYTotalRevenueAmt
CY Total Revenue$330,771,712CYTotalRevenueAmt
PY Grants And Similar Paid$62,768,078PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$62,641,890CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$148,228,575PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$151,720,571CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,442,664CYTotalFundraisingExpenseAmt
PY Other Expenses$91,983,326PYOtherExpensesAmt
CY Other Expenses$84,585,872CYOtherExpensesAmt
PY Total Expenses$302,979,979PYTotalExpensesAmt
CY Total Expenses$298,948,333CYTotalExpensesAmt
PY Revenues Less Expenses$37,934,532PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$31,823,379CYRevenuesLessExpensesAmt
Total Assets BOY$1,417,140,021TotalAssetsBOYAmt
Total Assets EOY$1,432,401,486TotalAssetsEOYAmt
Total Liabilities BOY$282,411,058TotalLiabilitiesBOYAmt
Total Liabilities EOY$321,036,857TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,134,728,963NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,111,364,629NetAssetsOrFundBalancesEOYAmt
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$180,048,133ExpenseAmt
Grant$62,493,065GrantAmt
Revenue$209,057,440RevenueAmt
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$44,714,249ExpenseAmt
Revenue$1,577,269RevenueAmt
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$32,538,689ExpenseAmt
Revenue$33,333,307RevenueAmt
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$3,478,250TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$148,825TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$260,779,321TotalProgramServiceExpensesAmt
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 FundraisingfalseProfessionalFundraisingInd
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 Document4107IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3723EmployeeCnt
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 Members37GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
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)
PersonEileen E PetulaPersonNm
Phone5705773811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217 Marts 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)$772,534$0$187,601
Scott GRosevear
VP-Dev & Alum40.000.00Yes (X)$400,707$0$91,588
David J Surgala
VP-Fin & Adm40.000.10Yes (X)$384,625$0$51,244
Patrick Mather
Dean-Engineering40.000.00$293,744$0$91,181
Raquel Alexander
Dean - Management40.000.00$306,178$0$74,899
Nathan Davis
Coach-Men's Basket40.000.00$313,061$0$57,892
Pierre D Joanis
VP-Human Res40.000.00Yes (X)$243,216$0$90,016
Param S Bedi
VP-Library & IT40.000.00Yes (X)$271,885$0$49,408
Adam Schwartz
Professor40.000.00$257,806$0$52,747
William T Conley
VP-Enrollment40.000.00Yes (X)$258,541$0$50,066
Robert Midkiff
Interim Provost40.000.00Yes (X)$260,118$0$48,427
Jermaine M Truax
Director of Athletics & Recreation40.000.00$256,220$0$50,880
Kenneth Ogawa
AVP-Facilities40.000.00Yes (X)$235,909$0$60,326
Karl Voss
Dean-Arts and Sciences40.000.00$242,473$0$24,519
Elisabeth Mermann-Jozwiak
Provost40.000.00Yes (X)$213,734$0$46,890
Kathleen Graham
AVP-Advancement40.000.00Yes (X)$209,392$0$46,641
David Cecchini
Coach-Football40.000.00$206,691$0$40,416
James Baish
Professor40.000.00$206,492$0$33,423
Amy Badal
Dean of Students40.000.00$196,071$0$31,551
Cynthia Guthrie
Professor40.000.00$199,164$0$21,150
Amy C Foerster
General Counsel40.000.00Yes (X)$167,057$0$44,837
Keith Buffinton
Professor- Former Dean-Engineering40.000.00$169,046$0$42,631
Elizabeth D Stewart
AVP-Treas/Contr40.000.10Yes (X)$173,937$0$37,373
Josh Grill
AVP-Advancement40.000.00Yes (X)$156,062$0$44,363
Carol M Kennedy
Secretary40.000.00Yes (X)$164,631$0$21,512
Andrew H Hirsch
Chief Comm Off40.000.00Yes (X)$109,222$0$24,514
Karin W Rilley
General Counsel40.000.00Yes (X)$14,091$0$0
Christopher O'Brien
Chairman3.000.00Yes (X)Yes (X)$0$0$0
Stephen P Holmes
Vice Chair3.000.00Yes (X)Yes (X)$0$0$0
Harriet Edelman
Vice Chair3.000.00Yes (X)Yes (X)$0$0$0
Steven A Kohn
Secretary3.000.00Yes (X)Yes (X)$0$0$0
Dawn M Becker
Trustee1.000.00Yes (X)$0$0$0
Juanita Ora Luckett Brown
Trustee1.000.00Yes (X)$0$0$0
Robert A Chrencik
Trustee1.000.00Yes (X)$0$0$0
Laureen R Costa
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
Annie Seibold Drapeau
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
Susan D Ginkel
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
Marlene A Hurd
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
Kathleen M LaPoint
Trustee1.000.00Yes (X)$0$0$0
Bridget LaCroix Lecky
Trustee1.000.00Yes (X)$0$0$0
Jordy H Leiser
Trustee1.000.00Yes (X)$0$0$0
David Maurrasse
Trustee1.000.00Yes (X)$0$0$0
William B Morrow 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
Frank 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
Garry D Thaniel
Trustee1.000.00Yes (X)$0$0$0
David J West
Trustee1.000.00Yes (X)$0$0$0
Robin G Zafirovski
Trustee1.000.00Yes (X)$0$0$0
Eileen E Petula
VP-Fin & Adm40.000.10Yes (X)$0$0$0
Gail Glover
VP for Comm.40.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,682,607TotalReportableCompFromOrgAmt
Total Other Compensation$1,416,095TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K255IndivRcvdGreaterThan100KCnt
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
Zartman Construction Inc
3000 Point Township DrNorthumberlandPA17857Construction$19,921,564
Parkhurst Dining Service
PO BOX 644091PittsburghPA15264Food Management$10,744,865
Poole Anderson Contruction LLC
2121 Old Gatesburg Road Ste 200State CollegePA16803Construction$4,962,298
T-Ross Brothers Construction Inc
90 Weaver LaneMiltonPA17847Construction$2,100,513
Silvertip Inc
600 St Mary StreetLewisburgPA17837Construction$1,229,439
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K60CntrctRcvdGreaterThan100KCnt
Government Grants$6,613,885GovernmentGrantsAmt
All Other Contributions$24,684,366AllOtherContributionsAmt
Noncash Contributions$12,905,603NoncashContributionsAmt
Total Contributions$31,298,251TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Golf Course713910$591,007$591,007
Related Auxiliary Svcs611710$74,066$74,066
Residence Halls & Dining611710$30,638,857$30,638,857
Summer Conferences721000$305,900$305,900
Tuition & Fees611710$209,057,440$209,057,440
FieldValueIRS element (for citing)
Total Program Service Revenue$240,667,270TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,967,036TotalRevenueColumnAmt
Unrelated Business Revenue-$969,819UnrelatedBusinessRevenueAmt
Exclusion$4,936,855ExclusionAmt

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$397,668,035SecuritiesAmt
Other$62,904OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$346,300,822SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$51,367,213SecuritiesAmt
Other$62,904OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,430,117TotalRevenueColumnAmt
Exclusion$51,430,117ExclusionAmt

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$1,577,269$1,577,269
Other Auxiliary Revenue611710$1,723,477$1,723,477
Sponsorship/Advertising900099$81,250$81,250

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,041TotalRevenueColumnAmt
Unrelated Business Revenue$27,041UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,409,037OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$330,771,712TotalRevenueColumnAmt
Related Or Exempt Func Income$243,071,109RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$35,379UnrelatedBusinessRevenueAmt
Exclusion$56,366,973ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$86,402TotalAmt
Program Services$86,402ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$53,555,198TotalAmt
Program Services$53,555,198ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$9,000,290TotalAmt
Program Services$9,000,290ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,786,682TotalAmt
Program Services$2,670,826ProgramServicesAmt
Management And General$3,625,650ManagementAndGeneralAmt
Fundraising$490,206FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$728,550TotalAmt
Program Services$728,550ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$102,363,260TotalAmt
Program Services$86,336,196ProgramServicesAmt
Management And General$10,729,625ManagementAndGeneralAmt
Fundraising$5,297,439FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,717,834TotalAmt
Program Services$7,286,382ProgramServicesAmt
Management And General$988,919ManagementAndGeneralAmt
Fundraising$442,533FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$25,707,996TotalAmt
Program Services$21,166,707ProgramServicesAmt
Management And General$3,159,963ManagementAndGeneralAmt
Fundraising$1,381,326FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,416,249TotalAmt
Program Services$6,079,554ProgramServicesAmt
Management And General$948,410ManagementAndGeneralAmt
Fundraising$388,285FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$439,126TotalAmt
Management And General$439,126ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$259,085TotalAmt
Management And General$259,085ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$121,143TotalAmt
Program Services$121,143ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,850,649TotalAmt
Management And General$1,850,649ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,120,554TotalAmt
Program Services$15,038,402ProgramServicesAmt
Management And General$1,793,856ManagementAndGeneralAmt
Fundraising$288,296FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$247,768TotalAmt
Program Services$129,863ProgramServicesAmt
Management And General$116,822ManagementAndGeneralAmt
Fundraising$1,083FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,169,128TotalAmt
Program Services$7,625,375ProgramServicesAmt
Management And General$329,299ManagementAndGeneralAmt
Fundraising$214,454FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,126,922TotalAmt
Program Services$5,105,699ProgramServicesAmt
Management And General$511,638ManagementAndGeneralAmt
Fundraising$509,585FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$587,123TotalAmt
Program Services$172,249ProgramServicesAmt
Management And General$413,647ManagementAndGeneralAmt
Fundraising$1,227FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,433,065TotalAmt
Program Services$4,681,733ProgramServicesAmt
Management And General$437,624ManagementAndGeneralAmt
Fundraising$313,708FundraisingAmt

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$5,047,848TotalAmt
Program Services$4,350,530ProgramServicesAmt
Management And General$697,318ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$23,677,794TotalAmt
Program Services$23,175,007ProgramServicesAmt
Management And General$96,361ManagementAndGeneralAmt
Fundraising$406,426FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,645,351TotalAmt
Program Services$1,581,057ProgramServicesAmt
Management And General$64,294ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Other Repair and Maintenance$9,717,446$9,116,316$531,739$69,391
Miscellaneous$3,674,164$2,171,989$873,827$628,348
Utilities & fuel$310,350$443,788-$163,233$29,795
Real Estate Taxes$158,356$156,065$21,729-$19,438

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$298,948,333TotalAmt
Program Services$260,779,321ProgramServicesAmt
Management And General$27,726,348ManagementAndGeneralAmt
Fundraising$10,442,664FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,912,329BOYAmt
EOY$72,099,529EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,991,065BOYAmt
EOY$6,686,132EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$62,606,392BOYAmt
EOY$47,514,106EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,449,380BOYAmt
EOY$2,273,035EOYAmt

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$25,767,226BOYAmt
EOY$25,269,084EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$108,067BOYAmt
EOY$98,426EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,698,068BOYAmt
EOY$2,941,976EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$755,494,823LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$377,866,786LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$366,935,836BOYAmt
EOY$377,628,037EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$340,501,259BOYAmt
EOY$232,554,890EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$606,444,636BOYAmt
EOY$673,490,132EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY-$7,274,237BOYAmt
EOY-$8,153,861EOYAmt

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$1,417,140,021BOYAmt
EOY$1,432,401,486EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$130,104,755BOYAmt
EOY$129,801,897EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,885,956BOYAmt
EOY$13,968,652EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$137,180,339BOYAmt
EOY$173,835,042EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$634,048BOYAmt
EOY$596,116EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,605,960BOYAmt
EOY$2,835,150EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$282,411,058BOYAmt
EOY$321,036,857EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$466,317,305BOYAmt
EOY$470,152,892EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$668,411,658BOYAmt
EOY$641,211,737EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,134,728,963BOYAmt
EOY$1,111,364,629EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,417,140,021BOYAmt
EOY$1,432,401,486EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$31,823,379ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$49,193,592NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$5,994,121OtherChangesInNetAssetsAmt
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$30,807,419CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,535,401CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,523,803CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,891,088CurrentTaxYearMinus1YearAmt
Current Tax Year$31,298,251CurrentTaxYearAmt
Total$197,055,962TotalAmt

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$30,807,419CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,535,401CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,523,803CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,891,088CurrentTaxYearMinus1YearAmt
Current Tax Year$31,298,251CurrentTaxYearAmt
Total$197,055,962TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$24,629,218SubstantialContributorsTotAmt
Public Support Total170$172,426,744PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,797,817CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,570,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,923,094CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,317,499CurrentTaxYearMinus1YearAmt
Current Tax Year$3,967,036CurrentTaxYearAmt
Total$46,575,771TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,204,678CurrentTaxYearMinus3YearsAmt
Total$2,204,678TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,575,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,818,881CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,022,294CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,812,763CurrentTaxYearMinus1YearAmt
Current Tax Year$3,471,942CurrentTaxYearAmt
Total$30,700,974TotalAmt
FieldValueIRS element (for citing)
Total Support$276,537,385TotalSupportAmt
Gross Receipts Rltd Activities$1,137,504,497GrossReceiptsRltdActivitiesAmt
Public Support CY1700.62350PublicSupportCY170Pct
Public Support PY1700.64750PublicSupportPY170Pct
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$121,143DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$121,143TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1i - Other Activities DescriptionFormAndLineReferenceDesc
ExplanationDuring the year ended June 30, 2020, Bucknell University engaged a Washington, DC consulting firm that provides a comprehensive range of services to a diverse group of clients with issues before the federal government to assist the University in professional grant writing and identifying federal funding which may benefit programs of Bucknell University. Professional fees paid to the firm totaled $121,143. The funds expended on these activities represent less than one-tenth of 1% of the University's total expenses.ExplanationTxt

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$722,425,013BeginningYearBalanceAmt
Contributions$19,413,491ContributionsAmt
Investment Earnings Or Losses$103,201,192InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,260,120GrantsOrScholarshipsAmt
Other Expenditures$28,900,237OtherExpendituresAmt
Administrative Expenses$2,114,919AdministrativeExpensesAmt
End Year Balance$800,764,420EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$789,354,076BeginningYearBalanceAmt
Contributions$9,792,462ContributionsAmt
Investment Earnings Or Losses-$34,299,185InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,987,677GrantsOrScholarshipsAmt
Other Expenditures$28,538,762OtherExpendituresAmt
Administrative Expenses$895,901AdministrativeExpensesAmt
End Year Balance$722,425,013EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35170BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.39540PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.25290TermEndowmentBalanceEOYPct
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$536,015,037OtherCostOrOtherBasisAmt
Depreciation$205,007,362DepreciationAmt
Book Value$331,007,675BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$163,613,299OtherCostOrOtherBasisAmt
Depreciation$124,022,482DepreciationAmt
Book Value$39,590,817BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,662,101OtherCostOrOtherBasisAmt
Depreciation$48,836,942DepreciationAmt
Book Value$1,825,159BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$377,628,037TotalBookValueLandBuildingsAmt
Total Book Value Securities$673,490,132TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Funds held for others$1,314,301
Funds held for student organizations$1,520,849
FieldValueIRS element (for citing)
Total Liability$2,835,150TotalLiabilityAmt
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 theshold 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 (22 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America00Scholarships$353,214
East Asia and the Pacific00Scholarships$2,541,615
Europe00Scholarships$3,003,432
Middle East/Nrth Africa00Scholarships$341,499
North America00Scholarships$335,815
Russia and Ind. States00Scholarships$138,083
South America00Scholarships$202,155
South Asia00Scholarships$895,925
Sub-Saharan Africa00Scholarships$1,126,131
East Asia and the Pacific00Program Services$1,140Study Abroad Prg
Europe33Program Services$1,220,457Study Abroad Prg
Sub-Saharan Africa00Program Services$19,374Study Abroad Prg
Central America00Program Services$46,896Student Philanthropy
East Asia and the Pacific00Program Services$5,688Academic and Related
Europe00Program Services$74,755Academic and Related
Middle East/North Africa00Program Services$15,823Academic and Related
North America00Program Services$15,261Academic and Related
South America00Program Services$7,053Academic and Related
South Asia00Program Services$8,680Academic and Related
Sub-Saharan Africa00Program Services$3,286Academic and Related
Central America00Investments$120,328,002
Europe00Investments$10,392,783
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office3TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$10,337,263SubtotalSpentAmt
Continuation Spent$130,739,804ContinuationSpentAmt
Total Spent$141,077,067TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
North AmericaCollab. Research$18,450checkFMV
North AmericaCollab. Research$41,352checkFMV
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarships to Non-US CitizensCentral America6$326,014Financial AidFMV
Scholarships to Non-US CitizensEast Asia/Pacific58$2,000,417Financial AidFMV
Scholarships to Non-US CitizensEurope28$1,272,167Financial AidFMV
Scholarships to Non-US CitizensMid East/Nrth Africa6$341,499Financial AidFMV
Scholarships to Non-US CitizensNorth America8$335,815Financial AidFMV
Scholarships to Non-US CitizensRussia/Ind. States3$138,083Financial AidFMV
Scholarships to Non-US CitizensSouth America2$93,404Financial AidFMV
Scholarships to Non-US CitizensSouth Asia14$874,275Financial AidFMV
Scholarships to Non-US CitizensSub-Saharan Africa15$959,709Financial AidFMV
Scholarships-BU Students AbroadCentral America1$27,200Financial AidFMV
Scholarships-BU Students AbroadEast Asia/Pacific31$541,198Financial AidFMV
Scholarships-BU Students AbroadEurope101$1,731,264Financial AidFMV
Scholarships-BU Students AbroadSouth America4$108,751Financial AidFMV
Scholarships-BU Students AbroadSouth Asia1$21,651Financial AidFMV
Scholarships-BU Students AbroadSub-Saharan Africa8$166,423Financial AidFMV
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

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside USFormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Geisinger Clinic
100 North Academy AvenueDanvillePA17822236291113501(c)(3)$70,726$0Collaborative Research
Kutztown University
Main StreetKutztownPA19530232710197Section 115$13,234$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
Recipient1957RecipientCnt
Non Cash Assistance$53,555,198NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceAccount CreditNonCashAssistanceDesc

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 (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmt
Adam Schwartz
Professor$257,806$23,150$29,597$310,553
Amy Badal
Dean of Students$196,071$20,142$11,409$227,622
Amy C Foerster
General Counsel$167,057$16,712$28,125$211,894
Carol M Kennedy
Secretary$156,991$16,200$5,312$186,143$7,500$140
Cynthia Guthrie
Professor$199,164$17,463$3,687$220,314
David Cecchini
Coach-Football$201,402$19,594$20,822$247,107$5,289
David J Surgala
VP-Fin & Adm$369,625$28,000$23,244$435,869$15,000
Elisabeth Mermann-Jozwiak
Provost$183,734$13,542$33,348$260,624$30,000
Elizabeth D Stewart
AVP-Treas/Contr$173,937$18,180$19,193$211,310
James Baish
Professor$206,492$15,912$17,511$239,915
Jermaine M Truax
Director of Athletics & Recreation$250,656$25,313$25,567$307,100$5,000$564
John C Bravman
President$741,451$99,000$88,601$960,135$31,083
Josh Grill
AVP-Advancement$156,062$16,735$27,628$200,425
Karl Voss
Dean-Arts and Sciences$242,160$24,216$303$266,992$313
Kathleen Graham
AVP-Advancement$208,829$22,175$24,466$256,033$563
Keith Buffinton
Professor- Former Dean-Engineering$169,046$17,670$24,961$211,677
Kenneth Ogawa
AVP-Facilities$235,709$23,811$36,515$296,235$200
Nathan Davis
Coach-Men's Basket$308,893$28,000$29,892$370,953$4,168
Param S Bedi
VP-Library & IT$264,385$26,560$22,848$321,293$7,500
Patrick Mather
Dean-Engineering$293,744$28,000$63,181$384,925
Pierre D Joanis
VP-Human Res$243,145$25,484$64,532$333,232$71
Raquel Alexander
Dean - Management$306,178$23,767$51,132$381,077
Robert Midkiff
Interim Provost$260,118$27,000$21,427$308,545
Scott GRosevear
VP-Dev & Alum$345,101$28,000$63,588$492,295$42,500$13,106
William T Conley
VP-Enrollment$256,601$26,831$23,235$308,607$1,940

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 is 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 4 officers and 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 a 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 activites and meetings hosted at those properties. Neither the allocable costs of those staff nor incidental personal benefit of hosted activites/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 2013A
A232228275906459FH02013-04-04$17,294,121Refund 2002A bondsfalsefalsefalse
UCHEFFA Series 2015B
B232228275906459FU12015-06-29$24,995,531Acquisition,construction,renofalsefalsefalse
UCHEFFA Series 2015A
C2322282752015-01-30$25,000,000Acquisition,construction,renofalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$3,885,000$17,294,121$184,294$17,109,8272004Yes (true)falseYes (true)Yes (true)
B$24,995,531$105,6382015falsefalseYes (true)Yes (true)$24,889,893
C$25,000,000$167,6502015falsefalsefalseYes (true)$24,832,350

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 FiledForm8038TFiledIndException To RebateExceptionToRebateIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndNo Rebate DueNoRebateDueInd
AfalseYes (true)falsefalsefalseYes (true)
BfalsefalsefalsefalseYes (true)Yes (true)
CfalseYes (true)falsefalsefalseYes (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 B 2(c) - rebate computation performed July 1, 2020ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Wendelin J Wright
Spouse-Pres.$150,489Employmentfalse
Joseph F Jozwiak
Spouse-Off.$100,886Employmentfalse
Eric A Kennedy
Spouse-Off.$146,187Employmentfalse
Christine M Buffinton
Spouse-Fmr KE$116,828Employmentfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution177ContributionCnt
Noncash Contributions Rpt F990$12,905,603NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescSuppliesDesc
Contribution14ContributionCnt
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
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 DecreasesOther-loss on defeasance of debt = -$701660
Other Changes In Net Assets Or Fund Balances - Other DecreasesPostretiree healthcare costs other than periodic expense = -$5292461

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 (14 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-$258,411-$1,430,7451.00000Yes (true)
Charitable remaind trusts 37
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Charitable lead trusts 2
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 Pkwy-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
2801 Buick-Cadillac BlvdBloomingtonIN47401Support Bucknell UniversityINTrustfalseN/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 ExchangeYes (true)AssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
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 (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Bucknell Real Estate Inc
a$163,519Estimated FMV
Bison Ventures Inc
a$185,677Estimated FMV
Bison Ventures Inc
l$82,592Estimated FMV
Bison Ventures Inc
q$243,534Estimated 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, 2020.ExplanationTxt