STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BUCKNELL UNIVERSITY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BUCKNELL UNIVERSITY (EIN 24-0772407)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-14
IRS object ID
201631359349300008
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-14T04:48:53-07:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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)
PersonDavid J SurgalaPersonNm
Person TitleVP-Finance & AdminPersonTitleTxt
Signature2016-05-14SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
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$544,400,445GrossReceiptsAmt
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 Body33VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee3623TotalEmployeeCnt
Total Volunteers2570TotalVolunteersCnt
Total Gross UBI-$847,332TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,159,394NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,731,430PYContributionsGrantsAmt
CY Contributions Grants$32,372,293CYContributionsGrantsAmt
PY Program Service Revenue$197,869,085PYProgramServiceRevenueAmt
CY Program Service Revenue$203,657,509CYProgramServiceRevenueAmt
PY Investment Income$17,894,962PYInvestmentIncomeAmt
CY Investment Income$27,410,599CYInvestmentIncomeAmt
PY Other Revenue$5,290,030PYOtherRevenueAmt
CY Other Revenue$3,804,313CYOtherRevenueAmt
PY Total Revenue$256,785,507PYTotalRevenueAmt
CY Total Revenue$267,244,714CYTotalRevenueAmt
PY Grants And Similar Paid$50,125,971PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$51,539,459CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$124,735,526PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$130,551,606CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,597,685CYTotalFundraisingExpenseAmt
PY Other Expenses$76,782,134PYOtherExpensesAmt
CY Other Expenses$75,681,290CYOtherExpensesAmt
PY Total Expenses$251,643,631PYTotalExpensesAmt
CY Total Expenses$257,772,355CYTotalExpensesAmt
PY Revenues Less Expenses$5,141,876PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,472,359CYRevenuesLessExpensesAmt
Total Assets BOY$1,154,472,235TotalAssetsBOYAmt
Total Assets EOY$1,260,199,818TotalAssetsEOYAmt
Total Liabilities BOY$177,060,516TotalLiabilitiesBOYAmt
Total Liabilities EOY$289,678,003TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$977,411,719NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$970,521,815NetAssetsOrFundBalancesEOYAmt
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$130,498,231ExpenseAmt
Grant$51,411,919GrantAmt
Revenue$170,879,120RevenueAmt
DescInstruction - the expenses of instructional departments and programsDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$37,984,263ExpenseAmt
Revenue$2,265,913RevenueAmt
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$27,787,559ExpenseAmt
DescAcademic Support - the expenses of activities and services that directly support instructionDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$25,333,931TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$36,374,326TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$221,603,984TotalProgramServiceExpensesAmt
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 InvstYes (true)ReportProgramRelatedInvstInd
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 OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (true)BusinessRlnWithOfficerEntInd
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3961IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3623EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
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)
PersonDavid J SurgalaPersonNm
Phone5705773811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1217 Marts Hall Bucknell UniversityAddressLine1Txt
CityLewisburgCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17837ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Kenneth W Freeman
Chairman1.000.00Yes (X)Yes (X)$0$0$0
J Randall MacDonald
Vice Chair/Secr1.000.00Yes (X)Yes (X)$0$0$0
Jane Taylor Elfers
Vice Chair1.000.00Yes (X)Yes (X)$0$0$0
John E Bachman
Trustee1.000.00Yes (X)$0$0$0
Susan Baird
Trustee1.000.00Yes (X)$0$0$0
Charles W Berger
Trustee1.000.00Yes (X)$0$0$0
Juanita Ora Luckett Brown
Trustee1.000.00Yes (X)$0$0$0
Ellen Q Bush
Trustee1.000.00Yes (X)$0$0$0
Brenda Earl
Trustee1.000.00Yes (X)$0$0$0
Harriet Edelman
Trustee1.000.00Yes (X)$0$0$0
Michael E Flowers
Trustee1.000.00Yes (X)$0$0$0
Peter C Gerhard
Trustee1.000.00Yes (X)$0$0$0
Susan Ginkel
Trustee1.000.00Yes (X)$0$0$0
Eugene A Gorab
Trustee1.000.00Yes (X)$0$0$0
Kirsten Heinemann
Trustee1.000.00Yes (X)$0$0$0
Stephen P Holmes
Trustee1.000.00Yes (X)$0$0$0
Marlene A Hurd
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
David Maurrasse
Trustee1.000.00Yes (X)$0$0$0
Craig D Mills
Trustee1.000.00Yes (X)$0$0$0
William B Morrow Jr
Trustee1.000.00Yes (X)$0$0$0
Christopher J O'Brien
Trustee1.000.00Yes (X)$0$0$0
Nancy B Prial
Trustee1.000.00Yes (X)$0$0$0
Daniel R Richards
Trustee1.000.00Yes (X)$0$0$0
David T Scadden
Trustee1.000.00Yes (X)$0$0$0
Frank Schoeneman
Trustee1.000.00Yes (X)$0$0$0
Erika ND Stanat
Trustee1.000.00Yes (X)$0$0$0
Glenn D Steele Jr
Trustee1.000.00Yes (X)$0$0$0
Christopher B Sullivan
Trustee1.000.00Yes (X)$0$0$0
C Alan Walker
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)$640,107$0$193,554
Michael A Smyer
Provost40.000.00Yes (X)$330,143$0$63,348
David J Surgala
VP-Fin & Adm40.000.10Yes (X)$315,616$0$40,261
Scott G Rosevear
VP-Dev & Alum40.000.00Yes (X)$305,336$0$47,224
William T Conley
VP-Enrollment40.000.00Yes (X)$220,564$0$47,089
Param S Bedi
VP-Library & IT40.000.00Yes (X)$219,600$0$25,079
Amy C Foerster
General Counsel40.000.00Yes (X)$250,700$0$33,269
Carol M Kennedy
Secretary40.000.00Yes (X)$120,293$0$19,266
Dennis W Swank
AVP-Finance40.000.10Yes (X)$189,733$0$53,141
Dennis W Hawley
AVP-Facilities40.000.00Yes (X)$165,661$0$36,830
Pierre D Joanis
AVP-Human Res40.000.00Yes (X)$200,117$0$34,406
Michael S Cover
Treas/Controll40.000.10Yes (X)$192,353$0$29,071
Christopher D Brown
Invstmt Officer40.000.00Yes (X)$277,375$0$43,554
Kathleen Graham
AVP-Development40.000.00Yes (X)$195,260$0$19,803
John P Hardt
Director of Athletics40.000.00$226,033$0$54,432Yes (X)
Keith W Buffinton
Dean-Engineering40.000.00$193,045$0$69,492Yes (X)
George C Shields
Dean-Arts and Sciences40.000.00$193,091$0$60,773Yes (X)
Susan Lantz
Dean of Students40.000.00$164,857$0$36,067Yes (X)
David R Paulsen
Coach Men's Basket40.000.00$287,895$0$76,623Yes (X)
Joseph G Susan Jr
Coach Football40.000.00$188,281$0$32,175Yes (X)
James Orbison
Professor40.000.00$180,713$0$24,181Yes (X)
James P Rice
Assoc. Provost40.000.00$177,771$0$32,485Yes (X)
Matthew Higgins
Professor40.000.00$167,930$0$34,981Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,402,474TotalReportableCompFromOrgAmt
Total Other Compensation$1,107,104TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K175IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Warfel Construction Company
1110 Enterprise RoadEast PetersburgPA17520Construction$22,926,173
Parkhurst Dining Service
PO BOX 644091PittsburghPA15264Food Management$10,027,475
Zartman Construction Inc
3000 Point Township DriveNorthumberlandPA17857Construction$1,652,217
PW Feats Inc
3 E Read StreetBaltimoreMD21202Events Planning$1,252,673
Silvertip Inc
600 St Mary StreetLewisburgPA17837Construction$866,665
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K36CntrctRcvdGreaterThan100KCnt
Government Grants$3,989,182GovernmentGrantsAmt
All Other Contributions$28,383,111AllOtherContributionsAmt
Noncash Contributions$5,238,388NoncashContributionsAmt
Total Contributions$32,372,293TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Golf Course713910$695,121$695,121
Related Auxiliary Svcs611710$568,173$568,173
Residence Halls & Dining611710$31,000,011$31,000,011
Summer Conferences721000$515,084$515,084
Tuition & Fees611710$170,879,120$170,879,120
FieldValueIRS element (for citing)
Total Program Service Revenue$203,657,509TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,867,850TotalRevenueColumnAmt
Exclusion$14,867,850ExclusionAmt

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
Related Or Exempt Func Income$1RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$289,698,480SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$277,155,731SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,542,749SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,542,749TotalRevenueColumnAmt
Exclusion$12,542,749ExclusionAmt

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$2,265,913$2,265,913
Other Auxiliary Revenue611710$3,595,936$3,595,936
Sponsorship/Advertising900099$105,038$105,038

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,162,575TotalRevenueColumnAmt
Unrelated Business Revenue-$2,162,575UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,804,312OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$267,244,714TotalRevenueColumnAmt
Related Or Exempt Func Income$208,309,154RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$847,332UnrelatedBusinessRevenueAmt
Exclusion$27,410,599ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$97,540TotalAmt
Program Services$97,540ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$44,428,005TotalAmt
Program Services$44,428,005ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$7,013,914TotalAmt
Program Services$7,013,914ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,343,538TotalAmt
Program Services$1,655,135ProgramServicesAmt
Management And General$3,445,767ManagementAndGeneralAmt
Fundraising$242,636FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$349,746TotalAmt
Program Services$349,746ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$90,697,050TotalAmt
Program Services$77,113,712ProgramServicesAmt
Management And General$9,210,138ManagementAndGeneralAmt
Fundraising$4,373,200FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,570,217TotalAmt
Program Services$6,433,843ProgramServicesAmt
Management And General$774,042ManagementAndGeneralAmt
Fundraising$362,332FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,003,539TotalAmt
Program Services$16,581,568ProgramServicesAmt
Management And General$2,460,391ManagementAndGeneralAmt
Fundraising$961,580FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,587,516TotalAmt
Program Services$5,429,840ProgramServicesAmt
Management And General$841,862ManagementAndGeneralAmt
Fundraising$315,814FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$137,042TotalAmt
Program Services$11,616ProgramServicesAmt
Management And General$117,511ManagementAndGeneralAmt
Fundraising$7,915FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$179,158TotalAmt
Management And General$179,158ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$120,588TotalAmt
Management And General$120,588ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,541,980TotalAmt
Management And General$1,541,980ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,520,632TotalAmt
Program Services$16,347,467ProgramServicesAmt
Management And General$3,147,877ManagementAndGeneralAmt
Fundraising$1,025,288FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$306,690TotalAmt
Program Services$151,129ProgramServicesAmt
Management And General$155,561ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,160,581TotalAmt
Program Services$9,364,937ProgramServicesAmt
Management And General$1,262,386ManagementAndGeneralAmt
Fundraising$533,258FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,555,966TotalAmt
Program Services$2,373,518ProgramServicesAmt
Management And General$171,955ManagementAndGeneralAmt
Fundraising$10,493FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$302,522TotalAmt
Program Services$271,459ProgramServicesAmt
Management And General$31,063ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,825,562TotalAmt
Program Services$5,702,873ProgramServicesAmt
Management And General$1,245,689ManagementAndGeneralAmt
Fundraising$877,000FundraisingAmt

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$1,664,238TotalAmt
Program Services$1,623,748ProgramServicesAmt
Fundraising$40,490FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,347,678TotalAmt
Program Services$16,453,282ProgramServicesAmt
Management And General$417,800ManagementAndGeneralAmt
Fundraising$476,596FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,254,676TotalAmt
Program Services$1,249,189ProgramServicesAmt
Management And General$5,487ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Utilities & fuel$5,792,715$5,698,402$49,388$44,925
Other Repair and Maintenance$4,273,536$2,659,079$1,303,360$311,097
Miscellaneous$479,134$415,986$55,864$7,284
Real Estate Taxes$218,592$177,996$32,819$7,777

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$257,772,355TotalAmt
Program Services$221,603,984ProgramServicesAmt
Management And General$26,570,686ManagementAndGeneralAmt
Fundraising$9,597,685FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,078,845BOYAmt
EOY$21,045,009EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$52,135,898BOYAmt
EOY$11,225,040EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$24,984,562BOYAmt
EOY$27,863,052EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,994,079BOYAmt
EOY$3,003,723EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$56,710BOYAmt
EOY$47,081EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$4,110BOYAmt
EOY$2,704EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$16,719,206BOYAmt
EOY$16,228,227EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$100,032BOYAmt
EOY$109,318EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,042,640BOYAmt
EOY$2,979,706EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$584,812,857LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$291,862,679LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$263,337,722BOYAmt
EOY$292,950,178EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$341,130,498BOYAmt
EOY$326,849,952EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$443,799,813BOYAmt
EOY$494,173,355EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY-$1,911,880BOYAmt
EOY$63,722,473EOYAmt

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$1,154,472,235BOYAmt
EOY$1,260,199,818EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$107,427,625BOYAmt
EOY$119,375,391EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,743,199BOYAmt
EOY$13,815,079EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$55,872,787BOYAmt
EOY$151,706,303EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$809,262BOYAmt
EOY$776,061EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,207,643BOYAmt
EOY$4,005,169EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$177,060,516BOYAmt
EOY$289,678,003EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$431,752,949BOYAmt
EOY$424,647,339EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$293,095,235BOYAmt
EOY$284,426,725EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$252,563,535BOYAmt
EOY$261,447,751EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$977,411,719BOYAmt
EOY$970,521,815EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,154,472,235BOYAmt
EOY$1,260,199,818EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$9,472,359ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$14,000,138NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,362,125OtherChangesInNetAssetsAmt
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

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$120,588DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$120,588TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

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$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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$666,562,298BeginningYearBalanceAmt
Contributions$18,442,177ContributionsAmt
Investment Earnings Or Losses$101,823,170InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,392,920GrantsOrScholarshipsAmt
Other Expenditures$23,543,049OtherExpendituresAmt
Administrative Expenses$978,895AdministrativeExpensesAmt
End Year Balance$750,912,781EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$599,215,781BeginningYearBalanceAmt
Contributions$31,554,185ContributionsAmt
Investment Earnings Or Losses$68,641,181InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,496,884GrantsOrScholarshipsAmt
Other Expenditures$21,435,413OtherExpendituresAmt
Administrative Expenses$916,552AdministrativeExpensesAmt
End Year Balance$666,562,298EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$575,367,497BeginningYearBalanceAmt
Contributions$66,230,490ContributionsAmt
Investment Earnings Or Losses-$12,209,443InvestmentEarningsOrLossesAmt
Grants Or Scholarships$9,290,945GrantsOrScholarshipsAmt
Other Expenditures$19,356,382OtherExpendituresAmt
Administrative Expenses$1,525,436AdministrativeExpensesAmt
End Year Balance$599,215,781EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$491,465,001BeginningYearBalanceAmt
Contributions$11,988,657ContributionsAmt
Investment Earnings Or Losses$101,254,368InvestmentEarningsOrLossesAmt
Grants Or Scholarships$10,168,719GrantsOrScholarshipsAmt
Other Expenditures$17,662,912OtherExpendituresAmt
Administrative Expenses$1,538,899AdministrativeExpensesAmt
End Year Balance$575,337,496EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.39030BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31030PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.29940TermEndowmentBalanceEOYPct
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$352,802,070OtherCostOrOtherBasisAmt
Depreciation$133,322,005DepreciationAmt
Book Value$219,480,065BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$128,786,925OtherCostOrOtherBasisAmt
Depreciation$115,559,230DepreciationAmt
Book Value$13,227,695BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$98,019,476OtherCostOrOtherBasisAmt
Depreciation$42,981,444DepreciationAmt
Book Value$55,038,032BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$292,950,178TotalBookValueLandBuildingsAmt
Total Book Value Securities$494,173,355TotalBookValueSecuritiesAmt
Total Book Value Program Rltd$63,722,473TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Capital Lease Payable$1,205,710
Funds held for others$1,454,712
Funds held for student organizations$1,344,747
FieldValueIRS element (for citing)
Total Liability$4,005,169TotalLiabilityAmt
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 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 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 F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America00Scholarships$99,802
East Asia and the Pacific00Scholarships$1,721,971
Europe00Scholarships$2,456,809
Middle East/Nrth Africa00Scholarships$103,631
North America00Scholarships$241,454
Russia and Ind. States00Scholarships$237,468
South America00Scholarships$254,050
South Asia00Scholarships$840,399
Sub-Saharan Africa00Scholarships$1,028,330
Central America00Program Services$131,452Study Abroad Prg
Europe33Program Services$2,092,025Study Abroad Prg
Central America00Program Sevices$113,870Student Philanthropy
Central America00Program Services$58,434Academic & Related
East Asia and the Pacific00Program Services$98,946Academic and Related
Europe00Program Services$184,608Academic and Related
North America00Program Services$11,684Academic and Related
Russia00Program Services$1,915Academic and Related
South America00Program Services$2,551Academic and Related
South Asia00Program Services$868Academic and Related
Sub-Saharan Africa00Program Services$17,551Academic and Related
Central America00Investments$198,416,032
Europe00Subrecipiant Grant Award$30,000
FieldValueIRS element (for citing)
Subtotal Offices3SubtotalOfficesCnt
Subtotal Employees3SubtotalEmployeesCnt
Total Office3TotalOfficeCnt
Total Employee3TotalEmployeeCnt
Subtotal Spent$9,676,848SubtotalSpentAmt
Continuation Spent$198,467,002ContinuationSpentAmt
Total Spent$208,143,850TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEuropeRegionTxt
Purpose Of GrantSubrecipient AwardPurposeOfGrantTxt
Cash Grant$30,000CashGrantAmt
Manner Of Cash DisbursementwireMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (15 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Scholarships to Non-US CitizensCentral America2$60,552Financial AidFMV
Scholarships to Non-US CitizensEast Asia/Pacific64$1,533,943Financial AidFMV
Scholarships to Non-US CitizensEurope34$1,290,539Financial AidFMV
Scholarships to Non-US CitizensMid East/Nrth Africa2$81,443Financial AidFMV
Scholarships to Non-US CitizensNorth America6$241,454Financial AidFMV
Scholarships to Non-US CitizensRussia/Ind. States6$237,468Financial AidFMV
Scholarships to Non-US CitizensSouth America11$205,907Financial AidFMV
Scholarships to Non-US CitizensSouth Asia16$840,399Financial AidFMV
Scholarships to Non-US CitizensSub-Saharan Africa19$987,620Financial AidFMV
Scholarships-BU Students AbroadCentral America5$39,250Financial AidFMV
Scholarships-BU Students AbroadEast Asia/Pacific18$188,028Financial AidFMV
Scholarships-BU Students AbroadEurope96$1,166,270Financial AidFMV
Scholarships-BU Students AbroadSouth America7$48,143Financial AidFMV
Scholarships-BU Students AbroadSub-Saharan Africa2$40,710Financial AidFMV
Scholarships-BU Students AbroardMid East/Nrth Africa1$22,188Financial 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

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Geisinger ClinicBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 North Academy AvenueAddressLine1Txt
CityDanvilleCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17822ZIPCd
FieldValueIRS element (for citing)
Recipient EIN236291113RecipientEIN
IRC Section501 (c)(3)IRCSectionDesc
Cash Grant$97,540CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantCollaborative ResearchPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships to Attend BUGrantTypeTxt
Recipient1710RecipientCnt
Non Cash Assistance$44,428,005NonCashAssistanceAmt
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 (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmount
Amy C Foerster
General Counsel$250,700$25,450$7,819$283,969
Christopher D Brown
Invstmt Officer$277,375$26,000$17,554$320,929
David J Surgala
VP-Fin & Adm$308,157$26,000$14,261$355,877$7,459
David R Paulsen
Coach Men's Basket$282,795$26,000$50,623$364,518$5,100
Dennis W Hawley
AVP-Facilities$165,267$17,750$19,080$202,491$394
Dennis W Swank
AVP-Finance$187,571$19,800$33,341$242,874$2,162
George C Shields
Dean-Arts and Sciences$187,702$19,886$40,887$253,864$5,389
James Orbison
Professor$180,713$15,509$8,672$204,894
James P Rice
Assoc. Provost$177,442$18,510$13,975$210,256$329
John C Bravman
President$576,701$123,429$70,125$833,661$38,406$25,000
John P Hardt
Director of Athletics$215,690$22,626$31,806$280,465$10,343
Joseph G Susan Jr
Coach Football$185,470$19,203$12,972$220,456$2,811
Kathleen Graham
AVP-Development$194,991$19,500$303$215,063$269
Keith W Buffinton
Dean-Engineering$193,045$20,325$49,167$262,537
Matthew Higgins
Professor$167,930$11,653$23,328$202,911
Michael A Smyer
Provost$307,727$26,000$37,348$393,491$22,416
Michael S Cover
Treas/Controll$192,219$19,800$9,271$221,424$134
Param S Bedi
VP-Library & IT$218,315$22,100$2,979$244,679$1,285
Pierre D Joanis
AVP-Human Res$169,489$15,500$18,906$234,523$10,628$20,000
Scott G Rosevear
VP-Dev & Alum$292,804$26,000$21,224$352,560$12,532
Susan Lantz
Dean of Students$164,857$17,444$18,623$200,924
William T Conley
VP-Enrollment$218,347$23,150$23,939$267,653$2,217

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 5 officers and key employees listed in Part II of Schedule J for one or more of the following items:(a) taxable tuition remission benefits; or (b) years of service recognition awards. 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.HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - Certain employees have golf memberships at the university owned golf course. In addition, the university pays membership dues at certain private establishments for the purpose of holding business or fundraising events.PERSONAL SERVICES-Certain facilities and maintenance staff have primary responsibilities for the upkeep of the campus building in which the president resides. Those duties include from time to time cooking, cleaning, and driving/chauffeur duties for the president to maximize the president's time devoted to university business. The allocable costs of these employee duties are not considered taxable compensation to the president.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Union County Higher Educational Facilities Financing Auth
A232228275906459EL22010-04-07$13,685,672Refunded 1996 & 1998 bondsfalsefalsefalse
Union County Higher Educa
B232228275906459EX62012-04-12$29,994,932construction of academic facilfalsefalsefalse
Union County Higher Educa
C232228275906459FH02013-04-04$17,294,121Refunded 2002A bondsfalsefalsefalse
Union County Higher Educa
D232228275906459FU12015-06-01$24,995,531Acquisition,construction,renofalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrUnspentUnspentAmt
A$13,685,672$13,496,044$189,628Yes (true)falseYes (true)Yes (true)
B$29,994,932$275,873falsefalseYes (true)Yes (true)$29,719,0592014
C$17,294,121$17,120,949$173,172Yes (true)falseYes (true)Yes (true)
D$24,995,531$105,639falsefalsefalseYes (true)$8,000,000$16,889,892

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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
BfalsefalsefalsefalsefalsefalseYes (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 ReqsWrittenProcToMonitorReqsInd
AfalseYes (true)falsefalsefalseYes (true)
BfalseYes (true)falsefalsefalseYes (true)
CfalseYes (true)falsefalsefalseYes (true)
DfalseYes (true)falsefalsefalseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Union County Higher EdcuaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN232228275BondIssuerEIN
Bond Issued2015-01-30BondIssuedDt
Issue Price$25,000,000IssuePriceAmt
PurposeAcquisition,construction,renoPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Total Proceeds$25,000,000TotalProceedsAmt
Issuance Costs From Proceeds$167,650IssuanceCostsFromProceedsAmt
Unspent$24,832,350UnspentAmt
Current RefundingfalseCurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
M Smyer
OfficerRelocation LoanYes (X)$111,668$42,807falsefalseYes (true)
John Hardt
Key EmpStaff LoanYes (X)$5,000$4,274falsefalseYes (true)
Carole M Bourgeacq-Hardt
KEFamilyStaff LoanYes (X)$5,000$2,704falsefalseYes (true)
FieldValueIRS element (for citing)
Total Balance Due$49,785TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Wendelin J Wright
Spouse-Pres$125,799employmentfalse
Christine M Buffinton
Spouse-Key Employ$80,845employmentfalse
Anne Conley
Spouse-Offic$10,537employmentfalse
Eric A Kennedy
Spouse-Offic$132,564employmentfalse
Geisinger Health Plan
See Part V$4,252,555See Part Vfalse
KPMG LLP
Subst. Donor$165,000Independent Contractfalse
Susquehanna Transit Comp
Subst. Donor$572,045Independent Contractfalse
Zartman Construction Inc
Subst. Donor$1,652,217Independent Contractfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part V Supplemental InformationFormAndLineReferenceDesc
ExplanationPart IV - Although not a 35% controlled entity: Geisinger Health Plan - Glenn D. Steele, Jr., a member of the University's Board of Trustees, is president and chief operating officer of Geisinger Health Plan, a healthcare organization providing to the University certain healthcare insurance, services, and, beginning in January 2013, healthcare claims administration. The President of Bucknell University (John C. Bravman) and another member of Bucknell University's Board of Trustees (Christopher B. Sullivan), are members of that healthcare organization's board of directors. Amounts paid to the healthcare organization and its affiliates for services totaled $4,252,555 for year ended June 30, 2015.Also, the University and the healthcare organization conduct certain programs whereby University students and faculty participate with the healthcare organization in educational and research activites related to medical and healthcare endeavors. The healthcare organization provides approximately 75% of the grant revenues to support these University programs. University expenditures for the year ended June 30, 2015 for those programs totaled $307,625.ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt

Art Fractional Interest ArtFractionalInterestGrp

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution150ContributionCnt
Noncash Contributions Rpt F990$5,238,388NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCnt
Yes (X)Supplies29
Yes (X)Education Equip1
FieldValueIRS element (for citing)
Form8283 Received2Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: Academic Support - the expenses of activities and services that directly support instruction
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 ProcessAn 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 are required to complete and submit an annual conflict of interest statement to the University's General Counsel. All Officers and Key Employees are required to complete and submit an annual conflict of interest statement to the University's Vice President for Finance and Administration. All statements are reviewed by General Counsel and/or the VP for Finance and Administration 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.
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.
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 IncreasesChange in pledge receivable = $2529661
Other Changes In Net Assets Or Fund Balances - Other DecreasesPostretiree healthcare costs other than periodic expense = -$4891786
Schedule D, Part X-Other LiabilitiesCapital lease payableIn May 2009, the University entered into various agreements with its wholly-owned for-profit subsidiary, Bison Ventures, Inc. and community development entities owned or controlled by a bank and a real estate corporation. The agreements provided (primarily through Bucknell University and the new markets tax credit program) financing to construct a bookstore in Lewisburg, Pennsylvania. Bison Ventures, Inc., through an arrangement with Bucknell University, leases the bookstore. Because of the interdependent loan agreements and lease agreements, the University has accounted for the financing arrangement as a capital lease.See also Schedule R, Part IV, for additional information regarding transactions with Bison Ventures, Inc.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

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

US Address USAddress

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

Direct Controlling Entity Name DirectControllingEntityName

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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Bison Ventures Inc
701 Moore AveLewisburgPA17837264730096Bookstore OperationsPABucknell UnivC-$226,587-$300,4721.00000Yes (true)
Charitable remaind trusts 43
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Charitable lead trusts 2
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Pooled income funds 3
1 Dent Dr Bucknell UniversityLewisburgPA17837Support Bucknell UniversityPATrustfalseN/A
Funds held trust by others 1
201 Milan Pkwy - 2nd FloorBirminghamAL35211Support Bucknell UniversityALTrustfalseN/A
Funds held trust by others 1
PO Box 4655AtlantaGA30302Support Bucknell UniversityCOTrustfalseN/A
Funds held trust by others 1
1201 Market St Suite 2000WilmingtonDE19801Support Bucknell UniversityDETrustfalseN/A
Funds held trust by others 1
2801 Buick-Cadillac BlvdBloomingtonIN47401Support Bucknell UniversityINTrustfalseN/A
Funds held trust by others 1
4967 Tens Oaks RoadDaytonMD21036Support Bucknell UniversityMDTrustfalseN/A
Funds held trust by others 1
One West Fourth Street 2nd FlWinstonSalemNC27101Support Bucknell UniversityNCTrustfalseN/A
Funds held trust by others 1
PO Box 1377BuffaloNY14240Support 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 ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Bucknell Real Estate Inc
a$121,429Estimated FMV
Bucknell Real Estate Inc
k$177,000Estimated FMV
Bison Ventures Inc
l$120,160Estimated 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.The loans require interest payable quarterly at 1.01% with principal payments beginning April 1, 2018 through January 1, 2046. Interest paid to Bucknell University relating to loan A was $121,429 for the year ended June 30, 2015.ExplanationTxt