2011-05-12T04:48:25-07:00 2010-06-30 990 2009-07-01 240772407 Bucknell University BUCK 5705773811 Marts Hall Lewisburg PA 17837 David J Surgala 2011-05-12 2009 2016-02-24 21:20:13Z Brian C Mitchell 219 Marts Hall Bucknell Univ Lewisburg PA 17837 342056803 false false X www.bucknell.edu X 1846 PA 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. 38 37 3523 2188 -469344 -1699636 29131225 28029520 165640418 171248728 3919650 13356104 5054975 3790097 203746268 216424449 41569252 43455629 0 104477990 109227854 0 10822653 67920974 64750297 213968216 217433780 -10221948 -1009331 794817988 855811466 132184394 137635598 662633594 718175868 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 false false 109888890 43455629 142965364 Instruction - the expenses of instructional departments and programs 30556691 2065750 Student Services - the expenses of activities and services that indirectly support the educational programs such as library services and athletics/recreation 26524217 29197305 Auxiliary Enterprises - the expenses of room, board, and other services primarily for the University's students 21556383 188526181 true true false true false false false true false true true false true true true true false true false false false false false true true true false false false false false true false false true false true false false false false true true false false true 3975 0 true 3523 true true true true UK false false false false false true true false 0 false false false false false false false false 38 37 true false false false false false false true true false false false true true true true true true true false false false WA NJ NH X David J Surgala 5705773811 209 Marts Hall Bucknell University Lewisburg PA 17837 William D Dearstyne Jr 0. X 0 0 0 William A Graham IV 0. X 0 0 0 Wayne Bromfield 40.00 X 205500 0 20914 Warren Abrahamson 40.00 X 166812 0 25265 Susan M Baird 0. X 0 0 0 Susan J Crawford 0. X 0 0 0 Stuart E Berelson 0. X 0 0 0 Stephen P Holmes 0. X 0 0 0 Scott G Rosevear 40.00 X 152359 0 29767 Scott G Nichols 0. X 0 0 0 Samuel Lundquist 40.00 X 260861 0 39688 Ronald L Benjamin 0. X 0 0 0 Robert J Gamgort 0. X 0 0 0 Robert A Bonelli 0. X 0 0 0 Richard D Myers 40.00 X 181270 0 16109 Peter F Mackey 40.00 X 171855 0 34174 Peter C Gerhard 0. X 0 0 0 Paul Shrivastava 40.00 X 155759 0 64931 Param S Bedi 40.00 X 175272 0 32298 Nancy B Prial 0. X 0 0 0 Michael S Cover 40.00 X 153014 0 61122 Michael E Flowers 0. X 0 0 0 Michael A Smyer 40.00 X 283665 0 35888 Marthann Lauver Samek 0. X 0 0 0 Marlene A Hurd 0. X 0 0 0 Linda G Greenberg 0. X 0 0 0 Lawrence S Klock 0. X 0 0 0 Laura A Kinney 0. X 0 0 0 Kurt M Thiede 40.00 X 176629 0 32703 Kenneth W Freeman 0. X 0 0 0 Keith Buffinton 40.00 X 183081 0 33309 Juanita Ora Luckett Brown 0. X 0 0 0 Joseph A Ciffolillo 0. X 0 0 0 John Hardt 40.00 X 181286 0 78309 John H Mathias 0. X 0 0 0 John E Bachman 0. X 0 0 0 Jane Taylor Elfers 0. X 0 0 0 Jamey Bennett 0. X 0 0 0 James P Rice 40.00 X 160537 0 27870 James Orbison 0. X 154550 0 72007 James H DeGraffenreidt Jr 0. X 0 0 0 J Randall MacDonald 0. X 0 0 0 Glenn D Steele Jr 0. X 0 0 0 Gay Huey Evans 0. X 0 0 0 Ellen Q Bush 0. X 0 0 0 Donald Stechschulte 40.00 X 156812 0 28494 Dennis W Swank 40.00 X 163587 0 29489 David T Scadden 0. X 0 0 0 David R Paulsen 0. X 180113 0 33183 David Maurrasse 0. X 0 0 0 David J Surgala 40.00 X 266746 0 56242 Craig D Mills 0. X 0 0 0 Christopher Zappe 40.00 X 166042 0 34684 Christopher Brown 40.00 X 235967 0 33879 Charles W Berger 0. X 0 0 0 C Alan Walker 0. X 0 0 0 Brian C Mitchell 40.00 X X 513237 0 227797 Bentley T Elliott 0. X 0 0 0 Barry E Tague 0. X 0 0 0 4444954 1048122 117 true true false 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 33 5026154 23003366 3615804 28029520 Tuition & Fees 142965364 142965364 Residence Halls & Dining 26536020 26536020 Related Auxiliary Svcs 1747344 1747344 171248728 7871183 7871183 0 0 0 131117275 125632354 5484921 5484921 5484921 0 0 0 Other Revenue 4259441 4259441 Management Service 541200 159195 159195 Golf course revenue 713910 754747 754747 -1383286 -1383286 3790097 216424449 180993090 -469344 7871183 0 36948518 36948518 6507111 6507111 0 4050564 1174953 2407716 467895 173032 173032 76508949 65081464 6306568 5120917 6257241 5321373 518319 417549 16798803 13654458 2049962 1094383 5439265 4493721 570835 374709 0 143095 31133 107154 4808 136410 136410 121748 121748 0 1110862 1110862 16337206 14245796 1500985 590425 125934 69010 54172 2752 9614391 7869216 896537 848638 1841677 1734779 92860 14038 0 331503 16310 74460 240733 5603688 4246824 382772 974092 0 0 1582409 1582409 0 13955884 13561516 269465 124903 912095 880992 21252 9851 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 0 217433780 188526181 18084946 10822653 230364 630846 35287722 46546242 20830525 20930666 2780689 3150035 101667 96316 0 8910914 8287532 434071 152715 1785992 2048198 438239053 215245101 223747311 222993952 216885948 233092193 283557764 317323634 265021 559137 0 0 794817988 855811466 80108400 86770807 8582493 8178521 39768249 37576834 222174 222174 945999 3503078 3941263 132184394 137635598 X 301160820 323221064 179280538 202398293 182192236 192556511 662633594 718175868 794817988 855811466 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true false false false false true 121748 false false 121748 false false X X X false 442825991 12053400 65662489 9694242 17987993 1364645 491495001 554592841 10134058 -91127874 9830053 18088277 2854704 442825991 0.31000 0.69000 true false false 5292551 5292551 280559402 89786816 190772586 3107551 3107551 105615861 92672407 12943454 43663688 32785878 10877810 222993952 289703440 F 317323634 Fraternity Mortgages 185800 C Shared Services Consortium 10000 F Campus Theater - mortgage 108848 F Bison Ventures, Inc 254489 F Funds held in custody for others 983223 Funds held for student organizations 1054391 Capital Lease Payable 1903649 3941263 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. true true true The University's racial non-discrimination policy is available on the university's website and is printed in University publications. true true true true false false false false false false false false true false Bucknell University receives research grants and contracts from various governmental agencies as well as funds for student aid. true true 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 Study Abroad Prg 65279 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 Study Abroad Prg 1173630 Europe 0 0 Scholarships 2064821 East Asia/Pacific 0 0 Scholarships 1551177 Central America 0 0 Scholarships 258289 Central America 0 0 Program Services Study Abroad Prg 96241 Central America 0 0 Program Services Student Philanthropy 70596 Central America 0 0 Investments 0 3 3 7912857 X 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 Grantmaker's Description of How Grants are Used in Foreign Country 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. true X 0 0 Scholarships to Attend Bucknell University 36948518 FMV Credit to Student Billing Account Grantmaker's Description of How Grants are Used 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. X X X X X X true true X X X X X false true false false false false false false false false Wayne Bromfield 205500 20550 364 226414 Warren Abrahamson 166812 15820 9445 192077 Scott G Rosevear 150943 1416 15876 13891 182126 Samuel Lundquist 257036 3825 24500 15188 300549 Richard D Myers 157500 22500 1270 15750 359 197379 Peter F Mackey 170585 1270 18000 16174 206029 Paul Shrivastava 155507 252 16334 48597 220690 Param S Bedi 175122 150 18304 13994 207570 Michael S Cover 152939 75 15600 45522 214136 Michael A Smyer 258975 24690 24500 11388 319553 Kurt M Thiede 171339 5290 17893 14810 209332 Keith Buffinton 183081 14899 18410 216390 John Hardt 176679 4607 18500 59809 259595 James P Rice 160231 306 16613 11257 188407 James Orbison 154550 16294 55713 226557 Donald Stechschulte 156812 16322 12172 185306 Dennis W Swank 163587 16800 12689 193076 David R Paulsen 177414 2699 18500 14683 213296 David J Surgala 258756 7990 24500 31742 322988 Christopher Zappe 166042 17600 17084 200726 Christopher Brown 165845 70122 17500 16379 269846 Brian C Mitchell 412934 80000 20303 199637 28160 741034 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. 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. Union County Higher Educational Facilities Financing Auth 232228275 906459EL2 2010-04-07 13685672 Refunded 1996 & 1998 bonds false false 13685672 13496029 189643 true false true true false false false false false true M Smyer - Relocation Loan X 111668 96316 false false true 96316 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 X 6 X 1 X X X 102 3615804 Gift Date FMV X 5 X Athletic Equip 5 X Education Equip 4 X Supplies 36 5 false true true 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. 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 Emmitt Memorial Chair see Schedule O 66 Pottertown Road PO Box 331 Oldwick PA 08858 010618227 Provide Support for Biomedical Engineering Chair NJ 501(c)(3) Type III-O N/A Bison Ventures Inc 701 Moore Avenue Lewisburg PA 17837 264730096 Bookstore Operations PA N/A C Corp 209489 254489 1.00000 false false true false false false false false false false true false false false false false false false Bison Ventures Inc k 159195 Emmitt Memorial Chair see Schedule O c 159385