JACK G BUNCHER CHARITABLE FUND FOR CMU (EIN 204393107) - 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

2006

Legal Domicile

Principal Officer

MARY JO DIVELY

Phone

4122689519

Tax Period

2024-01-01 to 2024-12-31

JACK G BUNCHER CHARITABLE FUND FOR CMU, founded in 2006, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Net assets of $7.7M represent 74 months of operating reserves.

Mission

SUPPORTING ORGANIZATION FOR CARNEGIE MELLON UNIVERSITY.

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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 $500,000

Program Service Revenue $0

Investment Income $742,400

Other Revenue $0

TOTAL REVENUE $1,242,400

Expense Breakdown

Grants Paid $1,241,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,241,600

Other Expenses $0

TOTAL EXPENSES $1,241,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,242,400	$1,452,400	-0.1%
Expenses	$1,241,600	$1,267,200	0.0%
Net Income	$800	$185,200	-1.0%

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

$1,984,863

Total Directors

$1,984,863

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY JO DIVELY	PRESIDENT	0.5	Officer Director	$0	$57,305	$897,917
PAMELA EAGER	VICE PRESIDENT	0.5	Officer Director	$0	$61,463	$524,985
CARRIE NELSON	TREASURER	1.0	Officer Director	$0	$48,397	$363,056
JENNIFER SOBOL	SECRETARY	0.25	Officer Director	$0	$45,483	$198,905
THOMAS BALESTRERI	DIRECTOR	0.5	Director	$0	$0	$0
JOSEPH JACKOVIC	DIRECTOR	1.0	Director	$0	$0	$0
HOWARD RIEGER	DIRECTOR	0.25	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
2024	$1,242,400	$1,241,600	$7,667,864	$800
2023	$1,452,400	$1,267,200	$7,617,071	$185,200
2022	$1,082,000	$1,276,000	$7,783,862	$-194,000
2021	$1,368,000	$1,334,000	$7,969,443	$34,000
2020	$944,800	$784,800	$6,591,848	$160,000

JACK G BUNCHER CHARITABLE FUND FOR CMU