THE BLOOMSBURG UNIVERSITY FOUNDATIONINC (EIN 237088491) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

JEROME DVORAK

Phone

5703894995

Tax Period

2024-07-01 to 2025-06-30

THE BLOOMSBURG UNIVERSITY FOUNDATIONINC, founded in 1970, is a mid-sized nonprofit in the Education sector that reported $14.1M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $13.1M left a modest 7% surplus.

Mission

THE BLOOMSBURG UNIVERSITY FOUNDATION, INC. INSPIRES AND STEWARDS PHILANTHROPY AND OTHER REVENUE GROWTH IN SUPPORT OF COMMONWEALTH UNIVERSITY - BLOOMSBURG.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,627,902

Program Service Revenue $3,049,203

Investment Income $4,417,145

Other Revenue $8,226

TOTAL REVENUE $14,102,476

Expense Breakdown

Grants Paid $5,408,833

Salaries & Benefits $2,786,337

Fundraising Expenses $2,586,020

Program Expenses $8,357,150

Other Expenses $4,875,045

TOTAL EXPENSES $13,070,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,102,476	$18,897,759	-0.3%
Expenses	$13,070,215	$9,713,710	+0.3%
Net Income	$1,032,261	$9,184,049	-0.9%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

740

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

$262,276

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN JONES	CHAIRMAN	3.00	Officer Director	$0	$0	$0
MICHAEL GILLESPIE	VICE CHAIR	3.00	Officer Director	$0	$0	$0
CRAIG DIEHL	TREASURER	1.00	Officer Director	$0	$0	$0
NICHOLAS GIUFFRE	CORRESPONDING SECRETARY	1.00	Officer Director	$0	$0	$0
SUSAN FETTERMAN	INTERIM SECRETARY	1.00	Officer Director	$0	$0	$0
HAROLD BAILEY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BOGUSKI	DIRECTOR	1.00	Director	$0	$0	$0
JULIE BREINER	DIRECTOR	1.00	Director	$0	$0	$0
MARIA CANNON	DIRECTOR	2.00	Director	$0	$0	$0
RONN CORT	DIRECTOR	2.00	Director	$0	$0	$0
JAHRI EVANS	DIRECTOR	1.00	Director	$0	$0	$0
SHARON GETTEL	DIRECTOR	1.00	Director	$0	$0	$0
DREW HOSTETTER	DIRECTOR	3.00	Director	$0	$0	$0
JULI MILLER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTEN MOWAD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MULKA	DIRECTOR	1.00	Director	$0	$0	$0
JOEL SHOWALTER	DIRECTOR	1.00	Director	$0	$0	$0
MARC STECKEL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WOLAK	DIRECTOR	2.00	Director	$0	$0	$0
IRVIN WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
TERRY ZEIGLER	DIRECTOR	3.00	Director	$0	$0	$0
JEROME DVORAK	EXECUTIVE DIRECTOR	40.00	Officer	$200,618	$61,658	$262,276
STEPHANIE ULMER	VP OF ADVANCEMENT	40.00	Highest	$142,990	$43,273	$186,263
JOSEPH NEMETH	MAJOR GIFT OFFICER	40.00	Highest	$127,827	$55,899	$183,726

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	$14,102,476	$13,070,215	$116,643,608	$1,032,261
2024	$18,897,759	$9,713,710	$111,148,107	$9,184,049
2023	$8,506,291	$9,023,204	$96,475,293	$-516,913
2022	$19,758,639	$7,773,316	$94,259,189	$11,985,323
2021	$7,727,266	$6,093,569	$97,551,907	$1,633,697
2020	$9,811,554	$6,184,468	$85,217,927	$3,627,086
2019	$10,643,796	$6,488,395	$79,201,986	$4,155,401

THE BLOOMSBURG UNIVERSITY FOUNDATIONINC