THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND (EIN 205950643) - 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

2007

Legal Domicile

Principal Officer

KYLE BUSCH

Phone

7043225340

Tax Period

2023-01-01 to 2023-12-31

THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $386K in total revenue in fiscal year 2023. The organization ran a surplus of $107K, a strong 28% operating margin.

Mission

ADVOCATING FOR INFERTILITY EDUCATION AND AWARENESS AND REMOVING FINANCIAL BARRIERS BY GRANTING MONETARY AWARDS TO FINANCIALLY CHALLENGED COUPLES WHO REQUIRE FERTILITY TREATMENTS TO HAVE THEIR OWN BUNDLE OF JOY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $365,946

Program Service Revenue $0

Investment Income $15,063

Other Revenue $4,590

TOTAL REVENUE $385,599

Expense Breakdown

Grants Paid $146,976

Salaries & Benefits $82,848

Fundraising Expenses $24,743

Program Expenses $197,185

Other Expenses $48,607

TOTAL EXPENSES $278,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$385,599	$357,738	+0.1%
Expenses	$278,431	$418,582	-0.3%
Net Income	$107,168	$-60,844	-2.8%

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

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE BUSCH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SAMANTHA BUSCH	EXECUTIVE DI	2.50	Officer Director	$0	$0	$0
DAVINA FANKHAUSER	DIRECTOR	0.25	Director	$0	$0	$0
NICOLE HANKS	DIRECTOR	0.25	Director	$0	$0	$0
DARREN HICKEY	DIRECTOR	0.25	Director	$0	$0	$0
CLIFTON HOMESLEY	DIRECTOR	0.25	Director	$0	$0	$0
JOHN HONDROS	DIRECTOR	0.25	Director	$0	$0	$0
ROOHI JEELANI	DIRECTOR	0.25	Director	$0	$0	$0
ALLISON LATOS	DIRECTOR	0.25	Director	$0	$0	$0
CAMILLE MAARA	DIRECTOR	0.25	Director	$0	$0	$0
BARBARA METZELAARS	DIRECTOR	0.25	Director	$0	$0	$0
RYAN SCHALLES	DIRECTOR	0.25	Director	$0	$0	$0
MICHAEL STAHL	DIRECTOR	0.25	Director	$0	$0	$0
COURTNEY STEPHENSON	DIRECTOR	0.25	Director	$0	$0	$0
SHARON WINGO	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	No data	No data	No data	No data
2023	$385,599	$278,431	$635,537	$107,168
2022	$357,738	$418,582	$519,907	$-60,844
2021	$324,670	$311,721	$618,715	$12,949
2020	$431,414	$303,992	$567,411	$127,422
2019	$458,456	$315,276	$438,673	$143,180

THE SAMANTHA AND KYLE BUSCH BUNDLE OF JOY FUND