Philanthropy & Grantmaking
(T20Z)
990 on File
BUNDY FAMILY FOUNDATION DTD 041697
Financial strength (30%)
63/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$61K
Total Revenue
$156K
Total Expenses
$382K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
98.9%
Fundraising Efficiency
N/A
Operating Reserve
29.47x
Liability-to-Asset
0.1%
Revenue Diversification
97.2%
Compared with Peers
FY 2026
Compared with 213 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2026.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
98.9% | 86.4% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
29.5 mo | 136.4 mo |
P10P90
|
Bottom quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.1% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
97.2% | 90.6% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
41.6% | 17.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
375.4% | 9.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
-155.3% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $61K | $156K | $382K | 98.9% | — |
| 2025 | $43K | $33K | $476K | 97.1% | — |
| 2024 | $28K | $60K | $460K | 98.5% | — |
| 2023 | $22K | $34K | $492K | 95.3% | — |
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