BUCKNELL UNIVERSITY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BUCKNELL UNIVERSITY (EIN 24-0772407)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201101329349300505
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T04:48:25-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 240772407 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bucknell University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BUCK | NameControl |
| Phone | 5705773811 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Marts Hall | AddressLine1 |
| City | Lewisburg | City |
| State | PA | State |
| ZIP Code | 17837 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David J Surgala | Name |
| Title | VP-Finance & Admin | Title |
| Date Signed | 2011-05-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Brian C Mitchell | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 Marts Hall Bucknell Univ | AddressLine1 |
| City | Lewisburg | City |
| State | PA | State |
| ZIP Code | 17837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 342056803 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.bucknell.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1846 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Bucknell is a unique national university where liberal arts and professional programs complement each other. 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3523 | TotalNbrEmployees |
| Total Nbr Volunteers | 2188 | TotalNbrVolunteers |
| Total Gross UBI | -469344 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1699636 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29131225 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 28029520 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 165640418 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 171248728 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3919650 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13356104 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5054975 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3790097 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 203746268 | TotalRevenuePriorYear |
| Total Revenue Current Year | 216424449 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 41569252 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 43455629 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 104477990 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 109227854 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10822653 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 67920974 | OtherExpensePriorYear |
| Other Expenses Current Year | 64750297 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 213968216 | TotalExpensesPriorYear |
| Total Expenses Current Year | 217433780 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -10221948 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1009331 | RevenuesLessExpensesCY |
| Total Assets BOY | 794817988 | TotalAssetsBOY |
| Total Assets EOY | 855811466 | TotalAssetsEOY |
| Total Liabilities BOY | 132184394 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 137635598 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 662633594 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 718175868 | NetAssetsOrFundBalancesEOY |
| Mission Description | Bucknell is a unique national university where liberal arts and professional programs complement each other. Bucknell educates men and women 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 a | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 109888890 | Expense |
| Grants | 43455629 | Grants |
| Revenue | 142965364 | Revenue |
| Description | Instruction - the expenses of instructional departments and programs | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 30556691 | Expense |
| Revenue | 2065750 | Revenue |
| Description | Student Services - the expenses of activities and services that indirectly support the educational programs such as library services and athletics/recreation | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26524217 | Expense |
| Revenue | 29197305 | Revenue |
| Description | Auxiliary Enterprises - the expenses of room, board, and other services primarily for the University's students | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 21556383 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 188526181 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3975 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3523 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | UK | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | David J Surgala | NamePerson |
| Telephone Number | 5705773811 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 Marts Hall Bucknell University | AddressLine1 |
| City | Lewisburg | City |
| State | PA | State |
| ZIP Code | 17837 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (59 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| William D Dearstyne Jr | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| William A Graham IV | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Wayne Bromfield | |||||||||
| General Counsel | 40.00 | 205500 | 0 | 20914 | X | ||||
| Warren Abrahamson | |||||||||
| Professor | 40.00 | 166812 | 0 | 25265 | X | ||||
| Susan M Baird | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Susan J Crawford | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Stuart E Berelson | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Stephen P Holmes | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Scott G Rosevear | |||||||||
| Interim VP Dev | 40.00 | 152359 | 0 | 29767 | X | ||||
| Scott G Nichols | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Samuel Lundquist | |||||||||
| VP Dev & Alum | 40.00 | 260861 | 0 | 39688 | X | ||||
| Ronald L Benjamin | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Robert J Gamgort | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Robert A Bonelli | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Richard D Myers | |||||||||
| Secretary | 40.00 | 181270 | 0 | 16109 | X | ||||
| Peter F Mackey | |||||||||
| VP-Comm. | 40.00 | 171855 | 0 | 34174 | X | ||||
| Peter C Gerhard | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Paul Shrivastava | |||||||||
| Professor | 40.00 | 155759 | 0 | 64931 | X | ||||
| Param S Bedi | |||||||||
| Information Off | 40.00 | 175272 | 0 | 32298 | X | ||||
| Nancy B Prial | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Michael S Cover | |||||||||
| Treas/Controll | 40.00 | 153014 | 0 | 61122 | X | ||||
| Michael E Flowers | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Michael A Smyer | |||||||||
| Provost | 40.00 | 283665 | 0 | 35888 | X | ||||
| Marthann Lauver Samek | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Marlene A Hurd | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Linda G Greenberg | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Lawrence S Klock | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Laura A Kinney | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Kurt M Thiede | |||||||||
| VP Enroll Mgmt | 40.00 | 176629 | 0 | 32703 | X | ||||
| Kenneth W Freeman | |||||||||
| Board Chair | 0. | X | 0 | 0 | 0 | ||||
| Keith Buffinton | |||||||||
| Dean of Engineering | 40.00 | 183081 | 0 | 33309 | X | ||||
| Juanita Ora Luckett Brown | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Joseph A Ciffolillo | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| John Hardt | |||||||||
| Director of Athletics | 40.00 | 181286 | 0 | 78309 | X | ||||
| John H Mathias | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| John E Bachman | |||||||||
| Vice Chair | 0. | X | 0 | 0 | 0 | ||||
| Jane Taylor Elfers | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Jamey Bennett | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| James P Rice | |||||||||
| Assoc Provost | 40.00 | 160537 | 0 | 27870 | X | ||||
| James Orbison | |||||||||
| Former Dean of Engineering | 0. | 154550 | 0 | 72007 | X | ||||
| James H DeGraffenreidt Jr | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| J Randall MacDonald | |||||||||
| Vice Chair | 0. | X | 0 | 0 | 0 | ||||
| Glenn D Steele Jr | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Gay Huey Evans | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Ellen Q Bush | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Donald Stechschulte | |||||||||
| Dir Stdt Health | 40.00 | 156812 | 0 | 28494 | X | ||||
| Dennis W Swank | |||||||||
| Assc VP-Finance | 40.00 | 163587 | 0 | 29489 | X | ||||
| David T Scadden | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| David R Paulsen | |||||||||
| Coach Men's Basket | 0. | 180113 | 0 | 33183 | X | ||||
| David Maurrasse | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| David J Surgala | |||||||||
| VP Fin & Adm | 40.00 | 266746 | 0 | 56242 | X | ||||
| Craig D Mills | |||||||||
| Board Secretary | 0. | X | 0 | 0 | 0 | ||||
| Christopher Zappe | |||||||||
| Dean-Arts and Sciences | 40.00 | 166042 | 0 | 34684 | X | ||||
| Christopher Brown | |||||||||
| Investment Off | 40.00 | 235967 | 0 | 33879 | X | ||||
| Charles W Berger | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| C Alan Walker | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Brian C Mitchell | |||||||||
| President | 40.00 | X | 513237 | 0 | 227797 | X | |||
| Bentley T Elliott | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Barry E Tague | |||||||||
| Trustee | 0. | X | 0 | 0 | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4444954 | TotalReportableCompFromOrg |
| Total Other Compensation | 1048122 | TotalOtherCompensation |
| Number Individuals GT100 K | 117 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| W P Stewart & Co | |||||
| 527 Madison Ave | New York | NY | 10022 | Investment Mgr | 1229828 |
| Shepley Bulfinch | |||||
| 2 Seaport Lane | Boston | MA | 02210 | Facilities Mgmt | 328381 |
| Parkhurst Dining Service | |||||
| PO BOX 644091 | Pittsburgh | PA | 15264 | Food Management | 8962372 |
| Engineering Laboratory Design Inc | |||||
| PO Box 278 | Lake City | MN | 55041 | Construction | 537635 |
| Burton F Clark Inc | |||||
| PO Box 427 | Delhi | NY | 13753 | Construction | 1304865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 33 | NumberOfContractorsGT100K |
| Government Grants | 5026154 | GovernmentGrants |
| All Other Contributions | 23003366 | AllOtherContributions |
| Noncash Contributions | 3615804 | NoncashContributions |
| Total Contributions | 28029520 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Tuition & Fees | 142965364 | 142965364 |
| Residence Halls & Dining | 26536020 | 26536020 |
| Related Auxiliary Svcs | 1747344 | 1747344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 171248728 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7871183 | TotalRevenueColumn |
| Exclusion | $7,871,183 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 131117275 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 125632354 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5484921 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5484921 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5484921 | RelatedOrExemptFunctionIncome |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Other Revenue | 4259441 | 4259441 | ||
| Management Service | 159195 | 541200 | 159195 | |
| Golf course revenue | 754747 | 713910 | 754747 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1383286 | TotalRevenueColumn |
| Unrelated Business Revenue | -1383286 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3790097 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 216424449 | TotalRevenueColumn |
| Related Or Exempt Function Income | 180993090 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -469344 | UnrelatedBusinessRevenue |
| Exclusion | $7,871,183 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36948518 | Total |
| Program Services | 36948518 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6507111 | Total |
| Program Services | 6507111 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4050564 | Total |
| Program Services | 1174953 | ProgramServices |
| Management And General | 2407716 | ManagementAndGeneral |
| Fundraising | 467895 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173032 | Total |
| Program Services | 173032 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76508949 | Total |
| Program Services | 65081464 | ProgramServices |
| Management And General | 6306568 | ManagementAndGeneral |
| Fundraising | 5120917 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6257241 | Total |
| Program Services | 5321373 | ProgramServices |
| Management And General | 518319 | ManagementAndGeneral |
| Fundraising | 417549 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16798803 | Total |
| Program Services | 13654458 | ProgramServices |
| Management And General | 2049962 | ManagementAndGeneral |
| Fundraising | 1094383 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5439265 | Total |
| Program Services | 4493721 | ProgramServices |
| Management And General | 570835 | ManagementAndGeneral |
| Fundraising | 374709 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143095 | Total |
| Program Services | 31133 | ProgramServices |
| Management And General | 107154 | ManagementAndGeneral |
| Fundraising | 4808 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136410 | Total |
| Management And General | 136410 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121748 | Total |
| Management And General | 121748 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1110862 | Total |
| Management And General | 1110862 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16337206 | Total |
| Program Services | 14245796 | ProgramServices |
| Management And General | 1500985 | ManagementAndGeneral |
| Fundraising | 590425 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125934 | Total |
| Program Services | 69010 | ProgramServices |
| Management And General | 54172 | ManagementAndGeneral |
| Fundraising | 2752 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9614391 | Total |
| Program Services | 7869216 | ProgramServices |
| Management And General | 896537 | ManagementAndGeneral |
| Fundraising | 848638 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1841677 | Total |
| Program Services | 1734779 | ProgramServices |
| Management And General | 92860 | ManagementAndGeneral |
| Fundraising | 14038 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331503 | Total |
| Program Services | 16310 | ProgramServices |
| Management And General | 74460 | ManagementAndGeneral |
| Fundraising | 240733 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5603688 | Total |
| Program Services | 4246824 | ProgramServices |
| Management And General | 382772 | ManagementAndGeneral |
| Fundraising | 974092 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1582409 | Total |
| Program Services | 1582409 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13955884 | Total |
| Program Services | 13561516 | ProgramServices |
| Management And General | 269465 | ManagementAndGeneral |
| Fundraising | 124903 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 912095 | Total |
| Program Services | 880992 | ProgramServices |
| Management And General | 21252 | ManagementAndGeneral |
| Fundraising | 9851 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Utilities & fuel | 8751528 | 8719766 | 31535 | 227 |
| Real Estate Taxes | 131281 | 118983 | 12298 | |
| Other Repair and Maintenance | 3535143 | 2953421 | 543612 | 38110 |
| Miscellanous | 515443 | 415254 | 87081 | 13108 |
| Alloc: operation & maintenance | 0 | -1273858 | 788343 | 485515 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217433780 | Total |
| Program Services | 188526181 | ProgramServices |
| Management And General | 18084946 | ManagementAndGeneral |
| Fundraising | 10822653 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230364 | BOY |
| EOY | 630846 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35287722 | BOY |
| EOY | 46546242 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20830525 | BOY |
| EOY | 20930666 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2780689 | BOY |
| EOY | 3150035 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101667 | BOY |
| EOY | 96316 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8910914 | BOY |
| EOY | 8287532 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 434071 | BOY |
| EOY | 152715 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1785992 | BOY |
| EOY | 2048198 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 438239053 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 215245101 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223747311 | BOY |
| EOY | 222993952 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216885948 | BOY |
| EOY | 233092193 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283557764 | BOY |
| EOY | 317323634 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 265021 | BOY |
| EOY | 559137 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 794817988 | BOY |
| EOY | 855811466 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80108400 | BOY |
| EOY | 86770807 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8582493 | BOY |
| EOY | 8178521 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39768249 | BOY |
| EOY | 37576834 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 222174 | BOY |
| EOY | 222174 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 945999 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3503078 | BOY |
| EOY | 3941263 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132184394 | BOY |
| EOY | 137635598 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 301160820 | BOY |
| EOY | 323221064 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 179280538 | BOY |
| EOY | 202398293 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182192236 | BOY |
| EOY | 192556511 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 662633594 | BOY |
| EOY | 718175868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 794817988 | BOY |
| EOY | 855811466 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $121,748 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 121748 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 442825991 | BeginningOfYearBalance |
| Contributions | 12053400 | Contributions |
| Investment Earnings Or Losses | 65662489 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9694242 | GrantsOrScholarships |
| Other Expenditures | 17987993 | OtherExpenditures |
| Administrative Expenses | 1364645 | AdministrativeExpenses |
| End Of Year Balance | 491495001 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 554592841 | BeginningOfYearBalance |
| Contributions | 10134058 | Contributions |
| Investment Earnings Or Losses | -91127874 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 9830053 | GrantsOrScholarships |
| Other Expenditures | 18088277 | OtherExpenditures |
| Administrative Expenses | 2854704 | AdministrativeExpenses |
| End Of Year Balance | 442825991 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.69000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5292551 | OtherCostOrOtherBasis |
| Book Value | 5292551 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 280559402 | OtherCostOrOtherBasis |
| Depreciation | 89786816 | Depreciation |
| Book Value | 190772586 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3107551 | OtherCostOrOtherBasis |
| Book Value | 3107551 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 105615861 | OtherCostOrOtherBasis |
| Depreciation | 92672407 | Depreciation |
| Book Value | 12943454 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 43663688 | OtherCostOrOtherBasis |
| Depreciation | 32785878 | Depreciation |
| Book Value | 10877810 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 222993952 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 289703440 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 317323634 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Fraternity Mortgages | 185800 | C |
| Shared Services Consortium | 10000 | F |
| Campus Theater - mortgage | 108848 | F |
| Bison Ventures, Inc | 254489 | F |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Funds held in custody for others | $983,223 |
| Funds held for student organizations | $1,054,391 |
| Capital Lease Payable | $1,903,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3941263 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Effective July 1, 2007, the University records income tax liabilities and assets using a theshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The University does not believe that there are any unrecognized tax benefits or costs that should be recorded in the financial statements. |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Postretirement charges other than periodic expense $ -0 |
| Part V, Line 4 | 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 III, Line 4 | 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 III, Line 1a | Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | As permitted by generally accepted accounting principles, the University does not capitalize works of art, historical artifacts, and collectibles, which are principally acquired by donation. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | The University's racial non-discrimination policy is available on the university's website and is printed in University publications. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | Bucknell University receives research grants and contracts from various governmental agencies as well as funds for student aid. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (14 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 0 | Scholarships | 872438 | |
| South Asia | 0 | 0 | Scholarships | 602209 | |
| South America | 0 | 0 | Scholarships | 538844 | |
| South America | 0 | 0 | Program Services | 65279 | Study Abroad Prg |
| Russia and Ind. States | 0 | 0 | Scholarships | 262835 | |
| North America | 0 | 0 | Scholarships | 189616 | |
| Middle East/Nrth. Africa | 0 | 0 | Scholarships | 166882 | |
| Europe | 3 | 3 | Program Services | 1173630 | Study Abroad Prg |
| Europe | 0 | 0 | Scholarships | 2064821 | |
| East Asia/Pacific | 0 | 0 | Scholarships | 1551177 | |
| Central America | 0 | 0 | Scholarships | 258289 | |
| Central America | 0 | 0 | Program Services | 96241 | Study Abroad Prg |
| Central America | 0 | 0 | Program Services | 70596 | Student Philanthropy |
| Central America | 0 | 0 | Investments | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 3 | TotalNumberOfOffices |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Total Amount Spent | 7912857 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Ind Outside US GrantsToIndOutsideUS (15 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| Scholarships-BU Students Abroad | Sub-Saharan Africa | 7 | 67459 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | South America | 5 | 79373 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | Mid East/Nrth. Afr | 5 | 61649 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | Europe | 92 | 961806 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | East Asia/Pacific | 15 | 188974 | Financial Aid | FMV |
| Scholarships-BU Students Abroad | Central America | 3 | 24040 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Sub-Saharan Africa | 13 | 804979 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | South Asia | 17 | 602209 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | South America | 8 | 459471 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Russia/Ind. States | 7 | 262835 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | North America | 7 | 189616 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Mid East/Nrth. Afr | 3 | 105233 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Europe | 39 | 1103015 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | East Asia/Pacific | 43 | 1362203 | Financial Aid | FMV |
| Scholarships to Non-US Citizens | Central America | 5 | 234249 | Financial Aid | FMV |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used in Foreign Country | Identifier |
| Explanation | The University provides grants in the form of University scholarship for certain non-US citizens attending the University. These scholarships are posted directly to the recipient's University billing account and, thus, reduce tuition, room and/or board fees billed to the recipient. The University also provides grants in the form of University scholarship for certain Bucknell University students to study abroad. Scholarship is posted to the 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships to Attend Bucknell University | TypeOfGrant |
| Amount Of Non Cash Assistance | 36948518 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Credit to Student Billing Account | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | The University provides grants in the form of University scholarship for certain individuals attending the University. These scholarships are posted directly to the recipient's University billing account and, thus, reduces tuition, room and/or board fees billed to the to the recipient. The majority of these scholarships are need-based financial aid. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (22 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|
| Wayne Bromfield | |||||
| 205500 | 20550 | 364 | 226414 | ||
| Warren Abrahamson | |||||
| 166812 | 15820 | 9445 | 192077 | ||
| Scott G Rosevear | |||||
| 150943 | 15876 | 13891 | 182126 | 1416 | |
| Samuel Lundquist | |||||
| 257036 | 24500 | 15188 | 300549 | 3825 | |
| Richard D Myers | |||||
| 157500 | 15750 | 359 | 197379 | 1270 | 22500 |
| Peter F Mackey | |||||
| 170585 | 18000 | 16174 | 206029 | 1270 | |
| Paul Shrivastava | |||||
| 155507 | 16334 | 48597 | 220690 | 252 | |
| Param S Bedi | |||||
| 175122 | 18304 | 13994 | 207570 | 150 | |
| Michael S Cover | |||||
| 152939 | 15600 | 45522 | 214136 | 75 | |
| Michael A Smyer | |||||
| 258975 | 24500 | 11388 | 319553 | 24690 | |
| Kurt M Thiede | |||||
| 171339 | 17893 | 14810 | 209332 | 5290 | |
| Keith Buffinton | |||||
| 183081 | 14899 | 18410 | 216390 | ||
| John Hardt | |||||
| 176679 | 18500 | 59809 | 259595 | 4607 | |
| James P Rice | |||||
| 160231 | 16613 | 11257 | 188407 | 306 | |
| James Orbison | |||||
| 154550 | 16294 | 55713 | 226557 | ||
| Donald Stechschulte | |||||
| 156812 | 16322 | 12172 | 185306 | ||
| Dennis W Swank | |||||
| 163587 | 16800 | 12689 | 193076 | ||
| David R Paulsen | |||||
| 177414 | 18500 | 14683 | 213296 | 2699 | |
| David J Surgala | |||||
| 258756 | 24500 | 31742 | 322988 | 7990 | |
| Christopher Zappe | |||||
| 166042 | 17600 | 17084 | 200726 | ||
| Christopher Brown | |||||
| 165845 | 17500 | 16379 | 269846 | 70122 | |
| Brian C Mitchell | |||||
| 412934 | 199637 | 28160 | 741034 | 20303 | 80000 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | FIRST CLASS OR CHARTER TRAVEL - the president is permitted to travel by first class airfare in limited circumstances per university policy. First class travel costs is not considered taxable compensation. Furthermore, the president's spouse, employed by the university as the special advisor to the chair of the board of trustees, is permitted to travel first class under the same limited circumstances per university policy. 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 6 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 - By contract with the president, the university requires the president to reside in a specific campus building. The estimated fair rental value of the personal living space, including utilities, is not considered taxable income since on-campus residency is a contractual 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Union County Higher Educational Facilities Financing Auth | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 232228275 | IssuerEIN |
| CUSIP Number | 906459EL2 | CUSIPNumber |
| Date Issued | 2010-04-07 | DateIssued |
| Issue Price | 13685672 | IssuePrice |
| Description Of Purpose | Refunded 1996 & 1998 bonds | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 13685672 | TotalProceeds |
| Amount Defeased | 13496029 | AmountDefeased |
| Issuance Costs From Proceeds | 189643 | IssuanceCostsFromProceeds |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | true | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | true | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | M Smyer | NamePerson |
| Purpose Of Loan | - Relocation Loan | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $111,668 | OriginalPrincipalAmount |
| Balance Due | 96316 | BalanceDue |
| Default | false | Default |
| Approved By Board | false | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 96316 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Christine Buffinton | |||
| Key Emp. Spouse | 73030 | employment | false |
| Laurie Lundquist | |||
| Officer's Spouse | 50462 | employment | false |
| Carole Bourgeacq-Hardt | |||
| Officer's Spouse | 52752 | employment | false |
| Maryjane Mitchell | |||
| President's Spouse | 95581 | employment | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
Art Fractional Interest ArtFractionalInterest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 102 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3615804 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Gift Date FMV | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions |
|---|---|---|
| X | Athletic Equip | 5 |
| X | Education Equip | 4 |
| X | Supplies | 36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 33, Revenues Not Reported | As stated in the June 30, 2010 financial statements, "As permitted by generally accepted accounting principles, the University does not capitalize works of art, historical artifacts, and collectibles, which are principally acquired by donation." Furthermore, certain donated goods incidental to University operations are acknowledged by the University but not recorded in revenues nor expenses for financial statement purposes. |
| Part I, Line 32, Hire and Use of Third Parties | The University uses third-party stock brokers to process and sell publicly traded securities. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The University makes 5 years of financial statements available on the University's Finance Office website. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The president's compensation was reviewed and approved by the Executive Resource Committee of the Board of Trustees. The Committee used various sources of data, including but not limited to, an independent compensation consultant, other organizations' Form 990s and compensation surveys. There is a written employment contract in place which is signed by the president and the Chairperson of the Board of Trustees.In addition, compensation of certain officers and key employees (employees reporting directly to the president) are reviewed by the Executive Resource Committee and approved by the president of the university. The president and Committee used various sources of data, including but not limited to, an independent compensation consultant, other organizations' Form 990s and compensation surveys. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All 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 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The final Form 990 is provided to the University's Committee of Audit and Risk Management for review. The Form 990 is made available electronically to the trustees prior to filing. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Glenn D. Steele, Jr., Trustee and Brian C. Mitchell, President and Trustee - Business Relationship. As disclosed in the University's financial statements, the trustee is president and chief operating officer of a healthcare organization providing certain competitively bid healthcare insurance services to the University. Amounts paid for those insurance services totaled $3,519,000 and $2,740,000 for the years ended June 30, 2010 and 2009, respectively. From September 2006 to June 30, 2010, the University's president served on the board of directors of the healthcare organization referred to above. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Academic Support - the expenses of activities and services that directly support instruction |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Emmitt Memorial Chair see Schedule O | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 Pottertown Road PO Box 331 | AddressLine1 |
| City | Oldwick | City |
| State | PA | State |
| ZIP Code | 08858 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010618227 | EIN |
| Primary Activities | Provide Support for Biomedical Engineering Chair | PrimaryActivities |
| Legal Domicile State | NJ | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Type III-O | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bison Ventures Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Moore Avenue | AddressLine1 |
| City | Lewisburg | City |
| State | PA | State |
| ZIP Code | 17837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264730096 | EIN |
| Primary Activity | Bookstore Operations | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C Corp | TypeOfEntity |
| Share Of Total Income | 209489 | ShareOfTotalIncome |
| Share Of EOY Assets | 254489 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Bison Ventures Inc | |
| k | 159195 |
| Emmitt Memorial Chair see Schedule O | |
| c | 159385 |