BUCKNELL UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BUCKNELL UNIVERSITY (EIN 24-0772407)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202021959349300802
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T05:03:22-07:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240772407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bucknell University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUCK | BusinessNameControlTxt |
| Phone | 5705773811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Dent Drive Finance Office | AddressLine1Txt |
| City | Lewisburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eileen E Petula | PersonNm |
| Person Title | VP-Finance & Admin | PersonTitleTxt |
| Signature | 2020-07-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John C Bravman | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 Marts Hall Bucknell Univ | AddressLine1Txt |
| City | Lewisburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $557,741,980 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bucknell.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1846 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Bucknell is a unique national university where liberal arts and professional programs complement each other. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 3711 | TotalEmployeeCnt |
| Total Volunteers | 2570 | TotalVolunteersCnt |
| Total Gross UBI | $50,092 | TotalGrossUBIAmt |
| PY Contributions Grants | $41,523,803 | PYContributionsGrantsAmt |
| CY Contributions Grants | $43,891,088 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $230,386,719 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $239,946,398 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,428,389 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,629,792 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,962,387 | PYOtherRevenueAmt |
| CY Other Revenue | $5,447,233 | CYOtherRevenueAmt |
| PY Total Revenue | $316,301,298 | PYTotalRevenueAmt |
| CY Total Revenue | $340,914,511 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $60,480,278 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $62,768,078 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $149,268,280 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $148,228,575 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,582,749 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $92,823,526 | PYOtherExpensesAmt |
| CY Other Expenses | $91,983,326 | CYOtherExpensesAmt |
| PY Total Expenses | $302,572,084 | PYTotalExpensesAmt |
| CY Total Expenses | $302,979,979 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,729,214 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,934,532 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,388,471,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,417,140,021 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $276,279,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $282,411,058 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,112,191,447 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,134,728,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Bucknell is a unique national university where liberal arts and professional programs complement each other. Bucknell educates students for a lifetime of critical thinking and strong leadership characterized by continued intellectual exploration, creativity, and imagination. A Bucknell education enables students to interact daily with faculty who exemplify a passion for learning and a dedication to teaching and scholarship. Bucknell fosters a residential, co-curricular environment in which students develop intellectual maturity, personal conviction and strength of character, informed by a deep understanding of different cultures and diverse perspectives. Bucknell seeks to educate our students to serve the common good and to promote justice in ways sensitive to the moral and ethical dimensions of life.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 c | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $181,748,566 | ExpenseAmt |
| Grant | $62,660,415 | GrantAmt |
| Revenue | $199,818,846 | RevenueAmt |
| Desc | Academic and educational - the expenses of instructional departments and programs and the expenses of activities and services that directly support instruction | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $46,349,532 | ExpenseAmt |
| Revenue | $2,797,034 | RevenueAmt |
| Desc | Student Services - the expenses of activities and services that indirectly support the educational programs such as library services and athletics/recreation | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $33,542,325 | ExpenseAmt |
| Revenue | $43,143,282 | RevenueAmt |
| Desc | Auxiliary Enterprises - the expenses of room, board, and other services primarily for the University's students | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,478,928 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $107,663 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $265,119,351 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3911 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3711 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | OC | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eileen E Petula | PersonNm |
| Phone | 5705773811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 Marts Hall Bucknell University | AddressLine1Txt |
| City | Lewisburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Christopher O'Brien | ||||||||||
| Chairman | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Stephen P Holmes | ||||||||||
| Vice Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Harriet Edelman | ||||||||||
| Vice Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Steven A Kohn | ||||||||||
| Secretary | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Dawn M Becker | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Juanita Ora Luckett Brown | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert A Chrencik | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Laureen R Costa | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lisa Cadette Detwiler | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brenda Earl | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jane Taylor Elfers | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David T Feinburg | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael E Flowers | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Makoto Fujimura | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert J Gilligan | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan D Ginkel | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eugene A Gorab | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sunil Gulati | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marlene A Hurd | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Donald N Isken | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Laura A Kinney | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lawrence S Klock | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen M LaPoint | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David Maurrasse | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| William B Morrow Jr | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy B Prial | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John T Reynolds | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Frank Schoeneman | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kirsten Schubauer Heinemann | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Erika ND Stanat | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher B Sullivan | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Garry D Thaniel | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| David J West | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robin G Zafirovski | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| John C Bravman | ||||||||||
| President | 40.00 | 0.00 | Yes (X) | Yes (X) | $959,431 | $0 | $182,755 | |||
| Barbara K Altman | ||||||||||
| Provost | 40.00 | 0.00 | Yes (X) | $209,537 | $0 | $40,410 | ||||
| David J Surgala | ||||||||||
| VP-Fin & Adm | 40.00 | 0.10 | Yes (X) | $375,043 | $0 | $49,935 | ||||
| Scott GRosevear | ||||||||||
| VP-Dev & Alum | 40.00 | 0.00 | Yes (X) | $365,435 | $0 | $88,243 | ||||
| Robert Midkiff | ||||||||||
| Interim Provost | 40.00 | 0.00 | Yes (X) | $231,783 | $0 | $44,895 | ||||
| William T Conley | ||||||||||
| VP-Enrollment | 40.00 | 0.00 | Yes (X) | $252,575 | $0 | $47,686 | ||||
| Param S Bedi | ||||||||||
| VP-Library & IT | 40.00 | 0.00 | Yes (X) | $265,194 | $0 | $26,001 | ||||
| Amy C Foerster | ||||||||||
| General Counsel | 40.00 | 0.00 | Yes (X) | $342,887 | $0 | $55,985 | ||||
| Pierre D Joanis | ||||||||||
| VP-Human Res | 40.00 | 0.00 | Yes (X) | $264,785 | $0 | $82,456 | ||||
| Andrew H Hirsch | ||||||||||
| Chief Comm Off | 40.00 | 0.00 | Yes (X) | $196,106 | $0 | $45,837 | ||||
| Carol M Kennedy | ||||||||||
| Secretary | 40.00 | 0.00 | Yes (X) | $148,241 | $0 | $20,627 | ||||
| Dennis W Swank | ||||||||||
| AVP-Finance | 40.00 | 0.10 | Yes (X) | $162,957 | $0 | $34,270 | ||||
| Michael S Cover | ||||||||||
| Treas/Controll | 40.00 | 0.10 | Yes (X) | $233,923 | $0 | $34,758 | ||||
| Kenneth Ogawa | ||||||||||
| AVP-Facilities | 40.00 | 0.00 | Yes (X) | $231,784 | $0 | $40,359 | ||||
| Kathleen Graham | ||||||||||
| AVP-Development | 40.00 | 0.00 | Yes (X) | $219,722 | $0 | $44,937 | ||||
| Elisabeth D Stewart | ||||||||||
| AVP, Treas/Cont | 40.00 | 0.00 | Yes (X) | $99,993 | $0 | $15,972 | ||||
| Patrick Mather | ||||||||||
| Dean-Engineering | 40.00 | 0.00 | $283,000 | $0 | $67,885 | Yes (X) | ||||
| Karl Voss | ||||||||||
| Dean-Arts and Sciences | 40.00 | 0.00 | $234,917 | $0 | $22,795 | Yes (X) | ||||
| Raquel Alexander | ||||||||||
| Dean - Management | 40.00 | 0.00 | $297,879 | $0 | $48,871 | Yes (X) | ||||
| Amy Badal | ||||||||||
| Dean of Students | 40.00 | 0.00 | $193,382 | $0 | $29,334 | Yes (X) | ||||
| Nathan Davis | ||||||||||
| Coach Men's Basket | 40.00 | 0.00 | $314,346 | $0 | $56,014 | Yes (X) | ||||
| Joseph G Susan Jr | ||||||||||
| Coach Football | 40.00 | 0.00 | $228,638 | $0 | $40,100 | Yes (X) | ||||
| Elton McGoun | ||||||||||
| Professor | 40.00 | 0.00 | $205,234 | $0 | $38,669 | Yes (X) | ||||
| Cynthia Guthrie | ||||||||||
| Professor | 40.00 | 0.00 | $197,455 | $0 | $20,774 | Yes (X) | ||||
| Ronald Ziemian | ||||||||||
| Professor | 40.00 | 0.00 | $195,804 | $0 | $40,197 | Yes (X) | ||||
| Keith Buffinton | ||||||||||
| Professor- Former Dean-Engineering | 40.00 | 0.00 | $173,866 | $0 | $40,518 | Yes (X) | ||||
| Michael Johnson-Cram | ||||||||||
| Former Interim Dean - Mgmt | 40.00 | 0.00 | $136,138 | $0 | $42,182 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $7,020,055 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $1,302,465 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 243 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Zartman Construction Inc | |||||
| 3000 Point Township Dr | Northumberland | PA | 17857 | Construction | $18,061,549 |
| Parkhurst Dining Service | |||||
| PO BOX 644091 | Pittsburgh | PA | 15264 | Food Management | $11,355,395 |
| Burton F Clark Inc | |||||
| PO Box 427 | Delhi | NY | 13753 | Construction | $2,697,725 |
| Sierra-Cedar Inc | |||||
| 1255 Alderman Drive | Alpharetta | GA | 30005 | Software Consulting | $1,147,467 |
| Workday Inc | |||||
| PO Box 396106 | San Francisco | CA | 94139 | Software Consulting | $1,026,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 61 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,804,415 | GovernmentGrantsAmt |
| All Other Contributions | $40,086,673 | AllOtherContributionsAmt |
| Noncash Contributions | $9,536,762 | NoncashContributionsAmt |
| Total Contributions | $43,891,088 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Golf Course | 713910 | $599,276 | $599,276 | |
| Related Auxiliary Svcs | 611710 | $1,155,387 | $1,155,387 | |
| Residence Halls & Dining | 611710 | $37,956,071 | $37,956,071 | |
| Summer Conferences | 721000 | $416,818 | $416,818 | |
| Tuition & Fees | 611710 | $199,818,846 | $199,818,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $239,946,398 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,317,499 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,120,945 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,438,444 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1 | TotalRevenueColumnAmt |
| Exclusion | $1 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $256,139,762 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $216,827,469 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,312,293 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,312,293 | TotalRevenueColumnAmt |
| Exclusion | $39,312,293 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Athletics Related Revenue | 611710 | $2,797,034 | $2,797,034 | |
| Other Auxiliary Revenue | 611710 | $2,495,255 | $2,495,255 | |
| Sponsorship/Advertising | 900099 | $130,000 | $130,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,943 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $24,943 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,447,232 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,914,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $244,222,593 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $50,092 | UnrelatedBusinessRevenueAmt |
| Exclusion | $52,750,738 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,635 | TotalAmt |
| Program Services | $36,635 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,083,556 | TotalAmt |
| Program Services | $53,083,556 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,647,887 | TotalAmt |
| Program Services | $9,647,887 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,795,359 | TotalAmt |
| Program Services | $2,277,824 | ProgramServicesAmt |
| Management And General | $4,238,077 | ManagementAndGeneralAmt |
| Fundraising | $279,458 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,068 | TotalAmt |
| Program Services | $887,068 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,990,372 | TotalAmt |
| Program Services | $85,605,834 | ProgramServicesAmt |
| Management And General | $11,354,191 | ManagementAndGeneralAmt |
| Fundraising | $4,030,347 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,600,919 | TotalAmt |
| Program Services | $7,249,807 | ProgramServicesAmt |
| Management And General | $1,012,156 | ManagementAndGeneralAmt |
| Fundraising | $338,956 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,583,928 | TotalAmt |
| Program Services | $22,249,268 | ProgramServicesAmt |
| Management And General | $733,214 | ManagementAndGeneralAmt |
| Fundraising | $601,446 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,370,929 | TotalAmt |
| Program Services | $6,045,538 | ProgramServicesAmt |
| Management And General | $1,033,291 | ManagementAndGeneralAmt |
| Fundraising | $292,100 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,648 | TotalAmt |
| Management And General | $223,648 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,606 | TotalAmt |
| Management And General | $312,606 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,581 | TotalAmt |
| Management And General | $110,581 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,513,851 | TotalAmt |
| Management And General | $2,513,851 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,133,064 | TotalAmt |
| Program Services | $17,983,676 | ProgramServicesAmt |
| Management And General | $2,742,729 | ManagementAndGeneralAmt |
| Fundraising | $406,659 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,023 | TotalAmt |
| Program Services | $146,010 | ProgramServicesAmt |
| Management And General | $140,671 | ManagementAndGeneralAmt |
| Fundraising | $342 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,687,249 | TotalAmt |
| Program Services | $8,008,793 | ProgramServicesAmt |
| Management And General | $600,557 | ManagementAndGeneralAmt |
| Fundraising | $77,899 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,647,450 | TotalAmt |
| Program Services | $4,758,613 | ProgramServicesAmt |
| Management And General | $495,654 | ManagementAndGeneralAmt |
| Fundraising | $393,183 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,316 | TotalAmt |
| Program Services | $209,470 | ProgramServicesAmt |
| Management And General | $26,702 | ManagementAndGeneralAmt |
| Fundraising | $35,144 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,851,746 | TotalAmt |
| Program Services | $6,493,932 | ProgramServicesAmt |
| Management And General | $1,004,289 | ManagementAndGeneralAmt |
| Fundraising | $353,525 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,437,755 | TotalAmt |
| Program Services | $4,760,848 | ProgramServicesAmt |
| Management And General | $676,907 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,778,167 | TotalAmt |
| Program Services | $22,313,138 | ProgramServicesAmt |
| Management And General | $58,603 | ManagementAndGeneralAmt |
| Fundraising | $406,426 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,421,580 | TotalAmt |
| Program Services | $1,364,456 | ProgramServicesAmt |
| Management And General | $57,124 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Other Repair and Maintenance | $10,810,386 | $9,895,763 | $920,267 | -$5,644 |
| Miscellaneous | $4,161,359 | $1,831,838 | $2,003,868 | $325,653 |
| Real Estate Taxes | $187,626 | $156,306 | $21,549 | $9,771 |
| Utilities & fuel | $147,919 | $113,091 | -$2,656 | $37,484 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,979,979 | TotalAmt |
| Program Services | $265,119,351 | ProgramServicesAmt |
| Management And General | $30,277,879 | ManagementAndGeneralAmt |
| Fundraising | $7,582,749 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,529,950 | BOYAmt |
| EOY | $12,912,329 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,616,244 | BOYAmt |
| EOY | $2,991,065 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,161,361 | BOYAmt |
| EOY | $62,606,392 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,224 | BOYAmt |
| EOY | $2,449,380 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,996 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,196 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,799,820 | BOYAmt |
| EOY | $25,767,226 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,596 | BOYAmt |
| EOY | $108,067 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,801,007 | BOYAmt |
| EOY | $3,698,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $722,774,135 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $355,838,299 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,230,502 | BOYAmt |
| EOY | $366,935,836 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,801,469 | BOYAmt |
| EOY | $340,501,259 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,377,039 | BOYAmt |
| EOY | $606,444,636 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,046,294 | BOYAmt |
| EOY | -$7,274,237 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,471,110 | BOYAmt |
| EOY | $1,417,140,021 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,369,846 | BOYAmt |
| EOY | $130,104,755 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,651,090 | BOYAmt |
| EOY | $11,885,956 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,057,471 | BOYAmt |
| EOY | $137,180,339 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,982 | BOYAmt |
| EOY | $634,048 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,530,274 | BOYAmt |
| EOY | $2,605,960 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $276,279,663 | BOYAmt |
| EOY | $282,411,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,046,931 | BOYAmt |
| EOY | $466,317,305 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,621,720 | BOYAmt |
| EOY | $305,984,012 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,522,796 | BOYAmt |
| EOY | $362,427,646 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,191,447 | BOYAmt |
| EOY | $1,134,728,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,471,110 | BOYAmt |
| EOY | $1,417,140,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $37,934,532 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,187,896 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,209,120 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,372,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,807,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,535,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,523,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,891,088 | CurrentTaxYearAmt |
| Total | $198,130,004 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,372,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,807,419 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,535,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,523,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,891,088 | CurrentTaxYearAmt |
| Total | $198,130,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,785,266 | SubstantialContributorsTotAmt |
| Public Support Total170 | $188,344,738 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,867,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,797,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,570,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,923,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,317,499 | CurrentTaxYearAmt |
| Total | $57,476,586 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,204,678 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,204,678 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,861,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,575,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,818,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,022,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,812,763 | CurrentTaxYearAmt |
| Total | $33,090,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $290,902,149 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,100,181,438 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $110,581 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $110,581 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1i - Other Activities Description | FormAndLineReferenceDesc |
| Explanation | During the year ended June 30, 2019, 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 $110,581. The funds expended on these activities represent less than one-tenth of 1% of the University's total expenses. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $851,308,903 | BeginningYearBalanceAmt |
| Contributions | $20,444,393 | ContributionsAmt |
| Investment Earnings Or Losses | $41,854,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $14,043,466 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,067,201 | OtherExpendituresAmt |
| Administrative Expenses | $2,661,912 | AdministrativeExpensesAmt |
| End Year Balance | $866,834,767 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $800,764,420 | BeginningYearBalanceAmt |
| Contributions | $22,805,539 | ContributionsAmt |
| Investment Earnings Or Losses | $73,021,116 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,440,869 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,546,478 | OtherExpendituresAmt |
| Administrative Expenses | $2,294,825 | AdministrativeExpensesAmt |
| End Year Balance | $851,308,903 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $722,425,013 | BeginningYearBalanceAmt |
| Contributions | $19,413,491 | ContributionsAmt |
| Investment Earnings Or Losses | $103,201,192 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,260,120 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,900,237 | OtherExpendituresAmt |
| Administrative Expenses | $2,114,919 | AdministrativeExpensesAmt |
| End Year Balance | $800,764,420 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $789,354,076 | BeginningYearBalanceAmt |
| Contributions | $9,792,462 | ContributionsAmt |
| Investment Earnings Or Losses | -$34,299,185 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,987,677 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,538,762 | OtherExpendituresAmt |
| Administrative Expenses | $895,901 | AdministrativeExpensesAmt |
| End Year Balance | $722,425,013 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $750,912,781 | BeginningYearBalanceAmt |
| Contributions | $65,491,926 | ContributionsAmt |
| Investment Earnings Or Losses | $10,669,766 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,154,143 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,520,314 | OtherExpendituresAmt |
| Administrative Expenses | $1,045,941 | AdministrativeExpensesAmt |
| End Year Balance | $789,354,075 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36650 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,204,386 | OtherCostOrOtherBasisAmt |
| Book Value | $5,204,386 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $488,278,848 | OtherCostOrOtherBasisAmt |
| Depreciation | $188,121,377 | DepreciationAmt |
| Book Value | $300,157,471 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $178,841,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $119,673,765 | DepreciationAmt |
| Book Value | $59,167,492 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,449,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,043,157 | DepreciationAmt |
| Book Value | $2,406,487 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $366,935,836 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $606,444,636 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Bison Ventures, Inc | $45,000 | F |
| Bucknell Real Estate, Inc. | $433,814 | F |
| Equity in subsidiaries earn(loss) | -$7,825,877 | F |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Funds held for others | $1,299,322 |
| Funds held for student organizations | $1,306,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,605,960 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | As permitted by generally accepted accounting principles, the University does not capitalize works of art, historical artifacts, and collectibles, which are principally acquired by donation. |
| Part III, Line 4: Description of organization'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 Footnote | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | The 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 Agency | Bucknell University receives research grants and contracts from various governmental agencies as well as funds for student aid. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (24 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America | 0 | 0 | Scholarships | $172,615 | |
| East Asia and the Pacific | 0 | 0 | Scholarships | $2,635,745 | |
| Europe | 0 | 0 | Scholarships | $3,074,699 | |
| Middle East/Nrth Africa | 0 | 0 | Scholarships | $601,134 | |
| North America | 0 | 0 | Scholarships | $459,872 | |
| Russia and Ind. States | 0 | 0 | Scholarships | $166,229 | |
| South America | 0 | 0 | Scholarships | $546,681 | |
| South Asia | 0 | 0 | Scholarships | $1,048,079 | |
| Sub-Saharan Africa | 0 | 0 | Scholarships | $871,805 | |
| Central America | 0 | 0 | Program Services | $220,137 | Study Abroad Prg |
| East Asia and the Pacific | 0 | 0 | Program Services | $3,941 | Study Abroad Prg |
| Europe | 3 | 3 | Program Sevices | $1,639,615 | Study Abroad Prg |
| Sub-Saharan Africa | 0 | 0 | Program Services | $106,002 | Study Abroad Prg |
| Central America | 0 | 0 | Program Services | $50,921 | Student Philanthropy |
| Central America | 0 | 0 | Program Services | $8,908 | Academic and Related |
| East Asia and the Pacific | 0 | 0 | Program Services | $20,539 | Academic and Related |
| Europe | 0 | 0 | Program Services | $154,730 | Academic and Related |
| Middle East/North Africa | 0 | 0 | Program Services | $18,442 | Academic and Related |
| North America | 0 | 0 | Program Services | $21,274 | Academic and Related |
| South America | 0 | 0 | Program Services | $1,120 | Academic and Related |
| South Asia | 0 | 0 | Program Services | $27,355 | Academic and Related |
| Sub-Saharan Africa | 0 | 0 | Program Services | $25,625 | Academic and Related |
| Central America | 0 | 0 | Investments | $135,457,391 | |
| Europe | 0 | 0 | Investments | $10,392,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Subtotal Spent | $11,781,652 | SubtotalSpentAmt |
| Continuation Spent | $145,943,990 | ContinuationSpentAmt |
| Total Spent | $157,725,642 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Europe | Collab. Research | $23,082 | check | FMV |
| North America | Collab. Research | $11,435 | check | FMV |
| North America | Collab. Research | $36,510 | check | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (18 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Non Cash AssistanceNonCashAssistanceAmt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Scholarships to Non-US Citizens | Central America | 3 | $128,542 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | East Asia/Pacific | 86 | $2,113,418 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Europe | 23 | $1,124,250 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Mid East/Nrth Africa | 9 | $482,244 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | North America | 8 | $402,511 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Russia/Ind. States | 4 | $144,615 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | South America | 7 | $332,460 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | South Asia | 18 | $1,043,615 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Sub-Saharan Africa | 14 | $796,152 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | Central America | 14 | $44,073 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | East Asia/Pacific | 61 | $522,327 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | Europe | 223 | $1,950,449 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | Mid East/Nrth Africa | 5 | $118,890 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | North America | 2 | $57,361 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | Russia/Ind. States | 2 | $21,614 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | South America | 14 | $214,222 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | South Asia | 1 | $4,464 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | Sub-Saharan Africa | 13 | $75,653 | Financial Aid | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US | FormAndLineReferenceDesc |
| Explanation | The University provides grants in the form of University scholarship for certain non-US citizens attending the University. These scholarships are posted directly to the recipient's University billing account and, thus, reduce tuition, room and/or board fees billed to the recipient. The University also provides grants in the form of University scholarship for certain Bucknell University students to study abroad. These scholarships are posted directly to the recipient's University billing account and, thus, reduces tuition, room and/or board fees billed to the recipient. The majority of these scholarships are need-based financial aid. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Advaita Society Hanuman Fell | ||||||||
| 445 Summit Road | Watsonville | CA | 95076 | 510174679 | 501(c)(3) | $10,502 | $0 | Collaborative Research |
| Kutztown University | ||||||||
| Main Street | Kutztown | PA | 19530 | 232710197 | Section 115 | $15,063 | $0 | Collaborative Research |
| Rensselaer Polyteechnic Inst | ||||||||
| 110 8th St Academy Hall | Troy | NY | 12180 | 141340095 | 501(c)(3) | $11,070 | $0 | Collaborative Research |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships to Attend BU | GrantTypeTxt |
| Recipient | 1934 | RecipientCnt |
| Cash Grant | $53,083,556 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Account Credit | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| Amy Badal | ||||||
| Dean of Students | $193,382 | $19,719 | $9,615 | $222,716 | ||
| Amy C Foerster | ||||||
| General Counsel | $342,816 | $27,500 | $28,485 | $398,872 | $71 | |
| Andrew H Hirsch | ||||||
| Chief Comm Off | $194,701 | $20,500 | $25,337 | $241,943 | $1,405 | |
| Barbara K Altman | ||||||
| Provost | $209,537 | $20,942 | $19,468 | $249,947 | ||
| Carol M Kennedy | ||||||
| Secretary | $148,241 | $15,325 | $5,302 | $168,868 | ||
| Cynthia Guthrie | ||||||
| Professor | $197,455 | $17,050 | $3,724 | $218,229 | ||
| David J Surgala | ||||||
| VP-Fin & Adm | $359,826 | $27,500 | $22,435 | $424,978 | $217 | $15,000 |
| Dennis W Swank | ||||||
| AVP-Finance | $162,957 | $17,357 | $16,913 | $197,227 | ||
| Elton McGoun | ||||||
| Professor | $204,177 | $18,457 | $20,212 | $243,903 | $1,057 | |
| John C Bravman | ||||||
| President | $768,981 | $98,500 | $84,255 | $1,142,186 | $20,450 | $170,000 |
| Joseph G Susan Jr | ||||||
| Coach Football | $226,387 | $23,208 | $16,892 | $268,738 | $2,251 | |
| Karl Voss | ||||||
| Dean-Arts and Sciences | $234,917 | $22,492 | $303 | $257,712 | ||
| Kathleen Graham | ||||||
| AVP-Development | $219,536 | $23,037 | $21,900 | $264,659 | $186 | |
| Keith Buffinton | ||||||
| Professor- Former Dean-Engineering | $173,866 | $18,336 | $22,182 | $214,384 | ||
| Kenneth Ogawa | ||||||
| AVP-Facilities | $231,624 | $23,288 | $17,071 | $272,143 | $160 | |
| Michael Johnson-Cram | ||||||
| Former Interim Dean - Mgmt | $136,138 | $14,660 | $27,522 | $178,320 | ||
| Michael S Cover | ||||||
| Treas/Controll | $223,923 | $22,998 | $11,760 | $268,681 | $10,000 | |
| Nathan Davis | ||||||
| Coach Men's Basket | $294,708 | $27,500 | $28,514 | $370,360 | $9,638 | $10,000 |
| Param S Bedi | ||||||
| VP-Library & IT | $255,052 | $25,500 | $501 | $291,195 | $142 | $10,000 |
| Patrick Mather | ||||||
| Dean-Engineering | $283,000 | $27,500 | $40,385 | $350,885 | ||
| Pierre D Joanis | ||||||
| VP-Human Res | $263,380 | $24,850 | $57,606 | $347,241 | $1,405 | |
| Raquel Alexander | ||||||
| Dean - Management | $295,814 | $27,500 | $21,371 | $346,750 | $2,065 | |
| Robert Midkiff | ||||||
| Interim Provost | $231,783 | $24,147 | $20,748 | $276,678 | ||
| Ronald Ziemian | ||||||
| Professor | $195,804 | $20,149 | $20,048 | $236,001 | ||
| Scott GRosevear | ||||||
| VP-Dev & Alum | $353,494 | $27,500 | $60,743 | $453,678 | $11,941 | |
| William T Conley | ||||||
| VP-Enrollment | $249,990 | $25,385 | $22,301 | $300,261 | $2,585 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | FIRST CLASS OR CHARTER TRAVEL - the president is permitted to travel by first class airfare in limited circumstances per university policy. First class travel costs 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 2 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 (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Union County Higher Educa | ||||||||
| A | 232228275 | 906459EX6 | 2012-04-12 | $29,994,932 | construction of academic facil | false | false | false |
| Union County Higher Educa | ||||||||
| B | 232228275 | 906459FH0 | 2013-04-04 | $17,294,121 | Refund 2002A bonds | false | false | false |
| Union County Higher Educa | ||||||||
| C | 232228275 | 906459FU1 | 2015-06-29 | $24,995,531 | Acquisition,construction,reno | false | false | false |
| Union County Higher Edcua | ||||||||
| D | 232228275 | 2015-01-30 | $25,000,000 | Acquisition,construction,reno | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $29,994,932 | $288,694 | $29,706,238 | 2014 | false | false | Yes (true) | Yes (true) | ||
| B | $17,294,121 | $184,294 | 2004 | Yes (true) | false | Yes (true) | Yes (true) | $6,640,000 | $17,109,827 | |
| C | $24,995,531 | $105,638 | $24,889,893 | 2015 | false | false | false | Yes (true) | ||
| D | $25,000,000 | $167,650 | $24,832,350 | 2015 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | Yes (true) |
| D | false | false | false | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | Yes (true) | ||
| B | false | Yes (true) | false | false | false | Yes (true) | ||
| C | false | Yes (true) | false | false | false | Yes (true) | ||
| D | false | false | false | false | false | Yes (true) | Yes (true) | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI | FormAndLineReferenceDesc |
| Explanation | Part IV - Column A 2(b) - 18 month exceptionPart IV - Column B 2(b) - 6 month exceptionPart IV - Column C 2(b) - 6 month exceptionPart IV - Column D 2(c) - rebate computation performed June 17, 2017 | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Wendelin J Wright | |||
| Spouse-Pres. | $148,619 | Employment | false |
| Eric A Kennedy | |||
| Spouse-Off. | $154,395 | Employment | false |
| Christine M Buffinton | |||
| Spouse-Fmr KE | $107,847 | Employment | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
Art Fractional Interest ArtFractionalInterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 140 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,536,762 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt |
|---|---|---|
| Yes (X) | Supplies | 31 |
| Yes (X) | Equipment | 1 |
| Yes (X) | Athletic Equip | 9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 33, Revenues Not Reported | FormAndLineReferenceDesc |
| Explanation | As permitted under ASC 958.605.25, Works of Art, Historical Treasures, and similar items, the University does not capitalize its collections of artwork and historical collections for financial statement purposes. Furthermore, certain donated goods incidental to University operations are acknowledged by the University but not recorded in revenues nor expenses for financial statement purposes. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER 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, Et | The following individuals have business relationships with each other based on their positions within the University's related organizations. Bucknell University Bucknell Real Estate Bison VenturesDavid Surgala VP for Finance President/ President/ and Administration Board Member Board MemberDennis Swank Associate VP for Vice President/ Vice President/ Finance/ Assistant Board Member Board Member SecretaryMichael Cover Treasurer and Controller/ Secretary/ Secretary/ Assistant Secretary Board Member Board MemberEdward Loftus Employee Board Member |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is internally prepared by the controller's office with input from the University's Investment Office, University Advancement, the Office of Financial Aid,and the Office of Global and Off-campus Education. An external review of the Form 990 is performed by the outside tax preparer. The final Form 990 is provided to the University's Audit, Compliance, and Risk Management Committee for review. The Form 990 is made available electronically to the trustees prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All trustees, officers and key employees are required to complete and submit an annual conflict of interest statement. All statements are reviewed by the VP for Finance and Administration Division to determine if the possible conflicts of interest noted are actual conflicts and what action should be taken including prohibiting an individual from participating in any deliberations, decisions or transactions related to the conflict, and whether disclosures regarding the conflict should be made in financial statements or other documents. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The president's compensation was reviewed and approved by the Executive Resource Committee of the Board of Trustees. The Committee used various sources of data, including but not limited to, financial and legal consultants, other organizations' Form 990s and compensation surveys. There is a written employment contract in place which is signed by the president and the Chairperson of the Board of Trustees.Part VI, 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 Employees | The president's compensation was reviewed and approved by the Executive Resource Committee of the Board of Trustees. The Committee used various sources of data, including but not limited to, 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 Available | The University has audited financial statements available on the University's Finance Office website. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Change in pledge receivable = -$1469200 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Postretiree healthcare costs other than periodic expense = -$6739920 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bucknell Real Estate Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Moore Avenue | AddressLine1Txt |
| City | Lewisburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17837 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273576298 | EIN |
| Primary Activities | Real Estate Property Management | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501 (c) (2) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bucknell University | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bison Ventures Inc | |||||||||||||
| 701 Moore Avenue | Lewisburg | PA | 17837 | 264730096 | Bookstore Operations | PA | Bucknell Univ | C | -$212,511 | -$1,172,334 | 1.00000 | Yes (true) | |
| Charitable remaind trusts 37 | |||||||||||||
| 1 Dent Dr Bucknell University | Lewisburg | PA | 17837 | Support Bucknell University | PA | Trust | false | N/A | |||||
| Charitable lead trusts 2 | |||||||||||||
| 1 Dent Dr Bucknell University | Lewisburg | PA | 17837 | Support Bucknell University | PA | Trust | false | N/A | |||||
| Pooled income funds 3 | |||||||||||||
| 1 Dent Dr Bucknell University | Lewisburg | PA | 17837 | Support Bucknell University | PA | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| 201 Milan Pkwy-2nd Fl | Birmingham | AL | 35211 | Support Bucknell University | AL | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| PO Box 4655 | Atlanta | GA | 30302 | Support Bucknell University | CO | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| 2951 Centerville Road | Wilmington | DE | 19801 | Support Bucknell University | DE | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| 2801 Buick-Cadillac Blvd | Bloomington | IN | 47401 | Support Bucknell University | IN | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| 4967 Ten Oaks Road | Dayton | MD | 21036 | Support Bucknell University | MD | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| PO Box 95021 | Henderson | NV | 89009 | Support Bucknell University | NC | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| 1100 North Market Street | Wilmington | DE | 19890 | Support Bucknell University | NY | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| PO Box 1558 | Columbus | OH | 43216 | Support Bucknell University | OH | Trust | false | N/A | |||||
| Funds held trust by others 1 | |||||||||||||
| 1712 Glenbrook Ave | Lancaster | PA | 17603 | Support Bucknell University | PA | Trust | false | N/A | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Bucknell Real Estate Inc | ||
| a | $163,519 | Estimated FMV |
| Bucknell Real Estate Inc | ||
| i | $91,726 | Estimated FMV |
| Bucknell Real Estate Inc | ||
| q | $67,759 | Estimated FMV |
| Bison Ventures Inc | ||
| a | $189,894 | Estimated FMV |
| Bison Ventures Inc | ||
| l | $99,706 | Estimated FMV |
| Bison Ventures Inc | ||
| q | $273,534 | Estimate FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule R, Part V, 1(a) | FormAndLineReferenceDesc |
| Explanation | As part of a New Markets Tax Credit project in Lewisburg, PA, Bucknell University loaned $12,022,694 in December 2010 to an entity controlled by Wells Fargo Community Investment Holdings, LLC. That entity then loaned the $12,022,694 (loan A) and an additional $4,167,306 (loan B) to Wells Fargo Community Development Enterprises 7, LLC, which in turn loaned those funds to Bucknell Real Estate, Inc. in December 2010. The funds were used for the acquisition and improvement of certain properties in Lewisburg, PA. During the 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, 2019. | ExplanationTxt |