THE BUNIM FUND (EIN 134091263) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

WILLIAM D SAMERS

Phone

2128361755

Tax Period

2024-07-01 to 2025-06-30

THE BUNIM FUND, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $16K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $49K exceeded revenue, resulting in a 209% operating deficit.

Mission

SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $16,027

Other Revenue $0

TOTAL REVENUE $16,027

Expense Breakdown

Grants Paid $49,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,200

Other Expenses $275

TOTAL EXPENSES $49,475

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,027	$9,915	+0.6%
Expenses	$49,475	$47,600	+0.0%
Net Income	$-33,448	$-37,685	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$261,968

Total Directors

$687,001

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM D SAMERS	TRUSTEE	1.00	Director	$0	$76,894	$425,033
STANLEY BAUMBLATT	SECRETARY/TREASURER/TRUSTEE	1.00	Officer Director	$0	$60,331	$261,968
LAWRENCE GOTTLIEB	TRUSTEE	0.00	Director	$0	$0	$0
ALAN A NADEL	PRESIDENT/TRUSTEE	0.00	Officer Director	$0	$0	$0
SHIRA NADEL	TRUSTEE	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$16,027	$49,475	$1,359,731	$-33,448
2024	$9,915	$47,600	$1,182,368	$-37,685
2023	$449,595	$39,725	$1,064,892	$409,870
2022	$12,446	$55,767	$853,311	$-43,321
2021	$20,269	$40,357	$936,566	$-20,088

THE BUNIM FUND