BUCKS COUNTY FOUNDATION (EIN 239031005) - 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

1979

Legal Domicile

Principal Officer

AMANDA MUNDY

Phone

2159978566

Tax Period

2023-01-01 to 2023-12-31

BUCKS COUNTY FOUNDATION, founded in 1979, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 191% from the prior year, signaling strong growth momentum. The organization ran a surplus of $559K, a strong 38% operating margin.

Mission

THE BUCKS COUNTY FOUNDATION WAS FOUNDED AS A COMMUNITY FOUNDATION TO AFFORD INDIVIDUALS THE OPPORTUNITY TO MAKE LASTING, FLEXIBLE GIFTS TO MEET THE NEEDS OF BUCKS COUNTY RESIDENTS AND TO ASSIST THE COUNTY'S CHARITABLE ORGANIZATIONS BOTH IN EXISTENCE AND THOSE TO COME IN YEARS AHEAD.

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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 $843,975

Program Service Revenue $0

Investment Income $599,913

Other Revenue $13,004

TOTAL REVENUE $1,456,892

Expense Breakdown

Grants Paid $584,127

Salaries & Benefits $124,691

Fundraising Expenses $0

Program Expenses $702,063

Other Expenses $189,540

TOTAL EXPENSES $898,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,456,892	$500,586	+1.9%
Expenses	$898,358	$727,154	+0.2%
Net Income	$558,534	$-226,568	-3.5%

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

$115,175

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRACE M DEON ESQUIRE	PRESIDENT &	1.00	Officer Director	$0	$0	$0
RONALD R BOLIG ESQUIRE	TREASURER &	1.00	Officer Director	$0	$0	$0
PETER VAN DINE JD	SECRETARY &	1.00	Officer Director	$0	$0	$0
FELICIA L GANTHER JD PHD	DIRECTOR	1.00	Director	$0	$0	$0
DR JOSEPH O'NEILL	DIRECTOR	1.00	Director	$0	$0	$0
DR BENJAMIN RUSILOSKI	DIRECTOR	1.00	Director	$0	$0	$0
MS LUCY STEITZ	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA MUNDY	EXECUTIVE DI	40.00	Officer	$111,280	$3,895	$115,175

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	$1,456,892	$898,358	$15,287,673	$558,534
2022	$500,586	$727,154	$13,336,539	$-226,568
2021	$425,091	$686,845	$16,590,883	$-261,754
2020	$399,347	$708,118	$15,268,240	$-308,771

BUCKS COUNTY FOUNDATION