STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-13T05:03:22-07:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

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
Signature2020-07-13SignatureDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-22 18:59:49ZBuildTS

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$557,741,980GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
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 Body35VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee3711TotalEmployeeCnt
Total Volunteers2570TotalVolunteersCnt
Total Gross UBI$50,092TotalGrossUBIAmt
PY Contributions Grants$41,523,803PYContributionsGrantsAmt
CY Contributions Grants$43,891,088CYContributionsGrantsAmt
PY Program Service Revenue$230,386,719PYProgramServiceRevenueAmt
CY Program Service Revenue$239,946,398CYProgramServiceRevenueAmt
PY Investment Income$36,428,389PYInvestmentIncomeAmt
CY Investment Income$51,629,792CYInvestmentIncomeAmt
PY Other Revenue$7,962,387PYOtherRevenueAmt
CY Other Revenue$5,447,233CYOtherRevenueAmt
PY Total Revenue$316,301,298PYTotalRevenueAmt
CY Total Revenue$340,914,511CYTotalRevenueAmt
PY Grants And Similar Paid$60,480,278PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$62,768,078CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$149,268,280PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$148,228,575CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,582,749CYTotalFundraisingExpenseAmt
PY Other Expenses$92,823,526PYOtherExpensesAmt
CY Other Expenses$91,983,326CYOtherExpensesAmt
PY Total Expenses$302,572,084PYTotalExpensesAmt
CY Total Expenses$302,979,979CYTotalExpensesAmt
PY Revenues Less Expenses$13,729,214PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$37,934,532CYRevenuesLessExpensesAmt
Total Assets BOY$1,388,471,110TotalAssetsBOYAmt
Total Assets EOY$1,417,140,021TotalAssetsEOYAmt
Total Liabilities BOY$276,279,663TotalLiabilitiesBOYAmt
Total Liabilities EOY$282,411,058TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,112,191,447NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,134,728,963NetAssetsOrFundBalancesEOYAmt
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$181,748,566ExpenseAmt
Grant$62,660,415GrantAmt
Revenue$199,818,846RevenueAmt
DescAcademic and educational - the expenses of instructional departments and programs and the expenses of activities and services that directly support instructionDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$46,349,532ExpenseAmt
Revenue$2,797,034RevenueAmt
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$33,542,325ExpenseAmt
Revenue$43,143,282RevenueAmt
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$3,478,928TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$107,663TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$265,119,351TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
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 With Officer EntfalseBusinessRlnWithOfficerEntInd
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 Document3911IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3711EmployeeCnt
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
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
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 Members35GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
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 (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
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
Lisa Cadette Detwiler
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
David T Feinburg
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
Laura A Kinney
Trustee1.000.00Yes (X)$0$0$0
Lawrence S Klock
Trustee1.000.00Yes (X)$0$0$0
Kathleen M LaPoint
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
Nancy B Prial
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
John C Bravman
President40.000.00Yes (X)Yes (X)$959,431$0$182,755
Barbara K Altman
Provost40.000.00Yes (X)$209,537$0$40,410
David J Surgala
VP-Fin & Adm40.000.10Yes (X)$375,043$0$49,935
Scott GRosevear
VP-Dev & Alum40.000.00Yes (X)$365,435$0$88,243
Robert Midkiff
Interim Provost40.000.00Yes (X)$231,783$0$44,895
William T Conley
VP-Enrollment40.000.00Yes (X)$252,575$0$47,686
Param S Bedi
VP-Library & IT40.000.00Yes (X)$265,194$0$26,001
Amy C Foerster
General Counsel40.000.00Yes (X)$342,887$0$55,985
Pierre D Joanis
VP-Human Res40.000.00Yes (X)$264,785$0$82,456
Andrew H Hirsch
Chief Comm Off40.000.00Yes (X)$196,106$0$45,837
Carol M Kennedy
Secretary40.000.00Yes (X)$148,241$0$20,627
Dennis W Swank
AVP-Finance40.000.10Yes (X)$162,957$0$34,270
Michael S Cover
Treas/Controll40.000.10Yes (X)$233,923$0$34,758
Kenneth Ogawa
AVP-Facilities40.000.00Yes (X)$231,784$0$40,359
Kathleen Graham
AVP-Development40.000.00Yes (X)$219,722$0$44,937
Elisabeth D Stewart
AVP, Treas/Cont40.000.00Yes (X)$99,993$0$15,972
Patrick Mather
Dean-Engineering40.000.00$283,000$0$67,885Yes (X)
Karl Voss
Dean-Arts and Sciences40.000.00$234,917$0$22,795Yes (X)
Raquel Alexander
Dean - Management40.000.00$297,879$0$48,871Yes (X)
Amy Badal
Dean of Students40.000.00$193,382$0$29,334Yes (X)
Nathan Davis
Coach Men's Basket40.000.00$314,346$0$56,014Yes (X)
Joseph G Susan Jr
Coach Football40.000.00$228,638$0$40,100Yes (X)
Elton McGoun
Professor40.000.00$205,234$0$38,669Yes (X)
Cynthia Guthrie
Professor40.000.00$197,455$0$20,774Yes (X)
Ronald Ziemian
Professor40.000.00$195,804$0$40,197Yes (X)
Keith Buffinton
Professor- Former Dean-Engineering40.000.00$173,866$0$40,518Yes (X)
Michael Johnson-Cram
Former Interim Dean - Mgmt40.000.00$136,138$0$42,182Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,020,055TotalReportableCompFromOrgAmt
Total Other Compensation$1,302,465TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K243IndivRcvdGreaterThan100KCnt
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$18,061,549
Parkhurst Dining Service
PO BOX 644091PittsburghPA15264Food Management$11,355,395
Burton F Clark Inc
PO Box 427DelhiNY13753Construction$2,697,725
Sierra-Cedar Inc
1255 Alderman DriveAlpharettaGA30005Software Consulting$1,147,467
Workday Inc
PO Box 396106San FranciscoCA94139Software Consulting$1,026,607
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K61CntrctRcvdGreaterThan100KCnt
Government Grants$3,804,415GovernmentGrantsAmt
All Other Contributions$40,086,673AllOtherContributionsAmt
Noncash Contributions$9,536,762NoncashContributionsAmt
Total Contributions$43,891,088TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Golf Course713910$599,276$599,276
Related Auxiliary Svcs611710$1,155,387$1,155,387
Residence Halls & Dining611710$37,956,071$37,956,071
Summer Conferences721000$416,818$416,818
Tuition & Fees611710$199,818,846$199,818,846
FieldValueIRS element (for citing)
Total Program Service Revenue$239,946,398TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,317,499TotalRevenueColumnAmt
Unrelated Business Revenue-$1,120,945UnrelatedBusinessRevenueAmt
Exclusion$13,438,444ExclusionAmt

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$256,139,762SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$216,827,469SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$39,312,293SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,312,293TotalRevenueColumnAmt
Exclusion$39,312,293ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Athletics Related Revenue611710$2,797,034$2,797,034
Other Auxiliary Revenue611710$2,495,255$2,495,255
Sponsorship/Advertising900099$130,000$130,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,943TotalRevenueColumnAmt
Unrelated Business Revenue$24,943UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,447,232OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$340,914,511TotalRevenueColumnAmt
Related Or Exempt Func Income$244,222,593RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$50,092UnrelatedBusinessRevenueAmt
Exclusion$52,750,738ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$36,635TotalAmt
Program Services$36,635ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$53,083,556TotalAmt
Program Services$53,083,556ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$9,647,887TotalAmt
Program Services$9,647,887ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,795,359TotalAmt
Program Services$2,277,824ProgramServicesAmt
Management And General$4,238,077ManagementAndGeneralAmt
Fundraising$279,458FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$887,068TotalAmt
Program Services$887,068ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$100,990,372TotalAmt
Program Services$85,605,834ProgramServicesAmt
Management And General$11,354,191ManagementAndGeneralAmt
Fundraising$4,030,347FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,600,919TotalAmt
Program Services$7,249,807ProgramServicesAmt
Management And General$1,012,156ManagementAndGeneralAmt
Fundraising$338,956FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,583,928TotalAmt
Program Services$22,249,268ProgramServicesAmt
Management And General$733,214ManagementAndGeneralAmt
Fundraising$601,446FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,370,929TotalAmt
Program Services$6,045,538ProgramServicesAmt
Management And General$1,033,291ManagementAndGeneralAmt
Fundraising$292,100FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$223,648TotalAmt
Management And General$223,648ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$312,606TotalAmt
Management And General$312,606ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$110,581TotalAmt
Management And General$110,581ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,513,851TotalAmt
Management And General$2,513,851ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,133,064TotalAmt
Program Services$17,983,676ProgramServicesAmt
Management And General$2,742,729ManagementAndGeneralAmt
Fundraising$406,659FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$287,023TotalAmt
Program Services$146,010ProgramServicesAmt
Management And General$140,671ManagementAndGeneralAmt
Fundraising$342FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,687,249TotalAmt
Program Services$8,008,793ProgramServicesAmt
Management And General$600,557ManagementAndGeneralAmt
Fundraising$77,899FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,647,450TotalAmt
Program Services$4,758,613ProgramServicesAmt
Management And General$495,654ManagementAndGeneralAmt
Fundraising$393,183FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$271,316TotalAmt
Program Services$209,470ProgramServicesAmt
Management And General$26,702ManagementAndGeneralAmt
Fundraising$35,144FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,851,746TotalAmt
Program Services$6,493,932ProgramServicesAmt
Management And General$1,004,289ManagementAndGeneralAmt
Fundraising$353,525FundraisingAmt

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$5,437,755TotalAmt
Program Services$4,760,848ProgramServicesAmt
Management And General$676,907ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$22,778,167TotalAmt
Program Services$22,313,138ProgramServicesAmt
Management And General$58,603ManagementAndGeneralAmt
Fundraising$406,426FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,421,580TotalAmt
Program Services$1,364,456ProgramServicesAmt
Management And General$57,124ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
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

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$302,979,979TotalAmt
Program Services$265,119,351ProgramServicesAmt
Management And General$30,277,879ManagementAndGeneralAmt
Fundraising$7,582,749FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,529,950BOYAmt
EOY$12,912,329EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,616,244BOYAmt
EOY$2,991,065EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$64,161,361BOYAmt
EOY$62,606,392EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,087,224BOYAmt
EOY$2,449,380EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$3,996BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$3,196BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$26,799,820BOYAmt
EOY$25,767,226EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$105,596BOYAmt
EOY$108,067EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,801,007BOYAmt
EOY$3,698,068EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$722,774,135LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$355,838,299LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$343,230,502BOYAmt
EOY$366,935,836EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$380,801,469BOYAmt
EOY$340,501,259EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$562,377,039BOYAmt
EOY$606,444,636EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY-$6,046,294BOYAmt
EOY-$7,274,237EOYAmt

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$1,388,471,110BOYAmt
EOY$1,417,140,021EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$118,369,846BOYAmt
EOY$130,104,755EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$13,651,090BOYAmt
EOY$11,885,956EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$141,057,471BOYAmt
EOY$137,180,339EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$670,982BOYAmt
EOY$634,048EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,530,274BOYAmt
EOY$2,605,960EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$276,279,663BOYAmt
EOY$282,411,058EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$462,046,931BOYAmt
EOY$466,317,305EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$297,621,720BOYAmt
EOY$305,984,012EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$352,522,796BOYAmt
EOY$362,427,646EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,112,191,447BOYAmt
EOY$1,134,728,963EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,388,471,110BOYAmt
EOY$1,417,140,021EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$37,934,532ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$7,187,896NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$8,209,120OtherChangesInNetAssetsAmt
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$32,372,293CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,807,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,535,401CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,523,803CurrentTaxYearMinus1YearAmt
Current Tax Year$43,891,088CurrentTaxYearAmt
Total$198,130,004TotalAmt

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$32,372,293CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,807,419CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$49,535,401CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,523,803CurrentTaxYearMinus1YearAmt
Current Tax Year$43,891,088CurrentTaxYearAmt
Total$198,130,004TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,785,266SubstantialContributorsTotAmt
Public Support Total170$188,344,738PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,867,851CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,797,817CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,570,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,923,094CurrentTaxYearMinus1YearAmt
Current Tax Year$12,317,499CurrentTaxYearAmt
Total$57,476,586TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$2,204,678CurrentTaxYearMinus2YearsAmt
Total$2,204,678TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,861,849CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,575,094CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,818,881CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,022,294CurrentTaxYearMinus1YearAmt
Current Tax Year$5,812,763CurrentTaxYearAmt
Total$33,090,881TotalAmt
FieldValueIRS element (for citing)
Total Support$290,902,149TotalSupportAmt
Gross Receipts Rltd Activities$1,100,181,438GrossReceiptsRltdActivitiesAmt
Public Support CY1700.64750PublicSupportCY170Pct
Public Support PY1700.64410PublicSupportPY170Pct
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$110,581DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$110,581TotalLobbyingExpendituresAmt
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, 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

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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$750,912,781BeginningYearBalanceAmt
Contributions$65,491,926ContributionsAmt
Investment Earnings Or Losses$10,669,766InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,154,143GrantsOrScholarshipsAmt
Other Expenditures$24,520,314OtherExpendituresAmt
Administrative Expenses$1,045,941AdministrativeExpensesAmt
End Year Balance$789,354,075EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.35800BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.36650PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27550TermEndowmentBalanceEOYPct
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$488,278,848OtherCostOrOtherBasisAmt
Depreciation$188,121,377DepreciationAmt
Book Value$300,157,471BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$178,841,257OtherCostOrOtherBasisAmt
Depreciation$119,673,765DepreciationAmt
Book Value$59,167,492BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$50,449,644OtherCostOrOtherBasisAmt
Depreciation$48,043,157DepreciationAmt
Book Value$2,406,487BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$366,935,836TotalBookValueLandBuildingsAmt
Total Book Value Securities$606,444,636TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Bison Ventures, Inc$45,000F
Bucknell Real Estate, Inc.$433,814F
Equity in subsidiaries earn(loss)-$7,825,877F

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Funds held for others$1,299,322
Funds held for student organizations$1,306,638
FieldValueIRS element (for citing)
Total Liability$2,605,960TotalLiabilityAmt
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 (24 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America00Scholarships$172,615
East Asia and the Pacific00Scholarships$2,635,745
Europe00Scholarships$3,074,699
Middle East/Nrth Africa00Scholarships$601,134
North America00Scholarships$459,872
Russia and Ind. States00Scholarships$166,229
South America00Scholarships$546,681
South Asia00Scholarships$1,048,079
Sub-Saharan Africa00Scholarships$871,805
Central America00Program Services$220,137Study Abroad Prg
East Asia and the Pacific00Program Services$3,941Study Abroad Prg
Europe33Program Sevices$1,639,615Study Abroad Prg
Sub-Saharan Africa00Program Services$106,002Study Abroad Prg
Central America00Program Services$50,921Student Philanthropy
Central America00Program Services$8,908Academic and Related
East Asia and the Pacific00Program Services$20,539Academic and Related
Europe00Program Services$154,730Academic and Related
Middle East/North Africa00Program Services$18,442Academic and Related
North America00Program Services$21,274Academic and Related
South America00Program Services$1,120Academic and Related
South Asia00Program Services$27,355Academic and Related
Sub-Saharan Africa00Program Services$25,625Academic and Related
Central America00Investments$135,457,391
Europe00Investments$10,392,783
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office3TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$11,781,652SubtotalSpentAmt
Continuation Spent$145,943,990ContinuationSpentAmt
Total Spent$157,725,642TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
EuropeCollab. Research$23,082checkFMV
North AmericaCollab. Research$11,435checkFMV
North AmericaCollab. Research$36,510checkFMV
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (18 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarships to Non-US CitizensCentral America3$128,542Financial AidFMV
Scholarships to Non-US CitizensEast Asia/Pacific86$2,113,418Financial AidFMV
Scholarships to Non-US CitizensEurope23$1,124,250Financial AidFMV
Scholarships to Non-US CitizensMid East/Nrth Africa9$482,244Financial AidFMV
Scholarships to Non-US CitizensNorth America8$402,511Financial AidFMV
Scholarships to Non-US CitizensRussia/Ind. States4$144,615Financial AidFMV
Scholarships to Non-US CitizensSouth America7$332,460Financial AidFMV
Scholarships to Non-US CitizensSouth Asia18$1,043,615Financial AidFMV
Scholarships to Non-US CitizensSub-Saharan Africa14$796,152Financial AidFMV
Scholarships-BU Students AbroadCentral America14$44,073Financial AidFMV
Scholarships-BU Students AbroadEast Asia/Pacific61$522,327Financial AidFMV
Scholarships-BU Students AbroadEurope223$1,950,449Financial AidFMV
Scholarships-BU Students AbroadMid East/Nrth Africa5$118,890Financial AidFMV
Scholarships-BU Students AbroadNorth America2$57,361Financial AidFMV
Scholarships-BU Students AbroadRussia/Ind. States2$21,614Financial AidFMV
Scholarships-BU Students AbroadSouth America14$214,222Financial AidFMV
Scholarships-BU Students AbroadSouth Asia1$4,464Financial AidFMV
Scholarships-BU Students AbroadSub-Saharan Africa13$75,653Financial 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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Advaita Society Hanuman Fell
445 Summit RoadWatsonvilleCA95076510174679501(c)(3)$10,502$0Collaborative Research
Kutztown University
Main StreetKutztownPA19530232710197Section 115$15,063$0Collaborative Research
Rensselaer Polyteechnic Inst
110 8th St Academy HallTroyNY12180141340095501(c)(3)$11,070$0Collaborative Research
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships to Attend BUGrantTypeTxt
Recipient1934RecipientCnt
Cash Grant$53,083,556CashGrantAmt
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
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtBonus 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

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 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Union County Higher Educa
A232228275906459EX62012-04-12$29,994,932construction of academic facilfalsefalsefalse
Union County Higher Educa
B232228275906459FH02013-04-04$17,294,121Refund 2002A bondsfalsefalsefalse
Union County Higher Educa
C232228275906459FU12015-06-29$24,995,531Acquisition,construction,renofalsefalsefalse
Union County Higher Edcua
D2322282752015-01-30$25,000,000Acquisition,construction,renofalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndRetiredRetiredAmtRefunding EscrowRefundingEscrowAmt
A$29,994,932$288,694$29,706,2382014falsefalseYes (true)Yes (true)
B$17,294,121$184,2942004Yes (true)falseYes (true)Yes (true)$6,640,000$17,109,827
C$24,995,531$105,638$24,889,8932015falsefalsefalseYes (true)
D$25,000,000$167,650$24,832,3502015falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

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

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndException To RebateExceptionToRebateIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndRebate Not Due YetRebateNotDueYetIndNo Rebate DueNoRebateDueInd
AfalseYes (true)falsefalsefalseYes (true)
BfalseYes (true)falsefalsefalseYes (true)
CfalseYes (true)falsefalsefalseYes (true)
DfalsefalsefalsefalsefalseYes (true)Yes (true)false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart VIFormAndLineReferenceDesc
ExplanationPart 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, 2017ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Wendelin J Wright
Spouse-Pres.$148,619Employmentfalse
Eric A Kennedy
Spouse-Off.$154,395Employmentfalse
Christine M Buffinton
Spouse-Fmr KE$107,847Employmentfalse

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

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

Art Fractional Interest ArtFractionalInterestGrp

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

Books And Publications BooksAndPublicationsGrp

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution140ContributionCnt
Noncash Contributions Rpt F990$9,536,762NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCnt
Yes (X)Supplies31
Yes (X)Equipment1
Yes (X)Athletic Equip9
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 33, Revenues Not ReportedFormAndLineReferenceDesc
ExplanationAs permitted under ASC 958.605.25, Works of Art, Historical Treasures, and similar items, the University does not capitalize its collections of artwork and historical collections for financial statement purposes. Furthermore, certain donated goods incidental to University operations are acknowledged by the University but not recorded in revenues nor expenses for financial statement purposes.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (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 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 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 Form 990 is made available electronically to the trustees prior to 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 DecreasesChange in pledge receivable = -$1469200
Other Changes In Net Assets Or Fund Balances - Other DecreasesPostretiree healthcare costs other than periodic expense = -$6739920

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Bison Ventures Inc
701 Moore AvenueLewisburgPA17837264730096Bookstore OperationsPABucknell UnivC-$212,511-$1,172,3341.00000Yes (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 FlBirminghamAL35211Support 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
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 (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Bucknell Real Estate Inc
a$163,519Estimated FMV
Bucknell Real Estate Inc
i$91,726Estimated FMV
Bucknell Real Estate Inc
q$67,759Estimated FMV
Bison Ventures Inc
a$189,894Estimated FMV
Bison Ventures Inc
l$99,706Estimated FMV
Bison Ventures Inc
q$273,534Estimate 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 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