Civic Intelligence

The Jack Buncher Foundation

990PF • Fiscal year 2017 • EIN 23-7366998

Dec 01, 2016 to Nov 30, 2017 • Filed on Apr 16, 2018

1300 Penn Avenue Suite 300Pittsburgh, PA 15222

(412) 422-9900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $100M-$250M nonprofits • Source year 2017

Net Margin

79th percentile

21%

Higher net margin than 79% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $100M-$250M nonprofits • Source year 2017

Asset Growth

32nd percentile

2.2%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

32%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $100M-$250M nonprofits • Annualized from 2016 to 2017

Assets

Up

$182,563,590

Up $3,998,656 (+2.2%) from 2016

Net Assets

Up

$182,563,590

Up $4,000,462 (+2.2%) from 2016

Liabilities

Down

$0

Down $1,806 (-100%) from 2016

Revenue

Up

$18,755,823

Up $4,502,759 (+32%) from 2016

Expenses

Up

$14,755,361

Up $1,016,208 (+7.4%) from 2016

Net Income

Up

$4,000,462

Up $3,486,551 (+678%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2015: $178,049,217Liabilities 2015: $0Net Assets 2015: $178,049,2172015Assets 2016: $178,564,934Liabilities 2016: $1,806Net Assets 2016: $178,563,1282016Assets 2017: $182,563,590Liabilities 2017: $0Net Assets 2017: $182,563,5902017Assets 2018: $180,974,758Liabilities 2018: $0Net Assets 2018: $180,974,7582018Assets 2019: $180,363,321Liabilities 2019: $0Net Assets 2019: $180,363,3212019Assets 2020: $189,234,357Liabilities 2020: $0Net Assets 2020: $189,234,3572020Assets 2021: $186,289,895Liabilities 2021: $0Net Assets 2021: $186,289,8952021Assets 2022: $184,871,112Liabilities 2022: $0Net Assets 2022: $184,871,1122022Assets 2023: $184,753,236Liabilities 2023: $0Net Assets 2023: $184,753,2362023Assets 2024: $185,816,198Liabilities 2024: $0Net Assets 2024: $185,816,1982024

Highlighted filing

2017

Assets$182,563,590
Liabilities$0
Net Assets$182,563,590

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2015: $13,185,999Expenses 2015: $11,548,712Net Income 2015: $1,637,2872015Revenue 2016: $14,253,064Expenses 2016: $13,739,153Net Income 2016: $513,9112016Revenue 2017: $18,755,823Expenses 2017: $14,755,361Net Income 2017: $4,000,4622017Revenue 2018: $16,303,676Expenses 2018: $17,892,508Net Income 2018: -$1,588,8322018Revenue 2019: $17,331,940Expenses 2019: $17,943,377Net Income 2019: -$611,4372019Revenue 2020: $28,186,554Expenses 2020: $19,315,518Net Income 2020: $8,871,0362020Revenue 2021: $20,652,114Expenses 2021: $23,596,576Net Income 2021: -$2,944,4622021Revenue 2022: $21,335,271Expenses 2022: $22,754,054Net Income 2022: -$1,418,7832022Revenue 2023: $21,945,342Expenses 2023: $22,063,218Net Income 2023: -$117,8762023Revenue 2024: $22,810,672Expenses 2024: $21,747,710Net Income 2024: $1,062,9622024

Highlighted filing

2017

Revenue$18,755,823
Expenses$14,755,361
Net Income$4,000,462
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Apr 16, 2018
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNITA BUNCHERPresidentPT$0--
THOMAS J BALESTRIERIVP-$0--
JOSEPH M JAKOVICSecretary-$0--
H WILLAM DORINGTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Jack Buncher Foundation
EIN
23-7366998
Phone
4124229900
Address
1300 PENN AVENUE SUITE 300, PITTSBURGH, PA 15222

Signing Officer

Name
H Willam Doring
Title
Treasurer
Phone
4124229900
Signed
2018-04-16
Discuss with paid preparer
Yes

Preparer

Firm
Exler & Company Inc
Address
357 NORTH CRAIG STREET, PITTSBURGH, PA 15213-1209
Preparer
William H Westland Jr CPA
Phone
4126838800
Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0277883298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0269868625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0262517372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0248207527
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014184345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.283035
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014184345
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014184345
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014184345
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt05B
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION HAS RECEIVED PARCELS OF REAL ESTATE AS CONTRIBUTIONS IN PREVIOUS YEARS. THE PROPERTIES ARE PRESENTLY BEING HELD AS INVESTMENTS. THE INCOME RECEIVED ON THE LEASES ARE USED TO PROVIDE FUNDS FROM WHICH THE FOUNDATION CAN MAKE ADDITIONAL CHARITABLE CONTRIBUTIONS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1THE FOUNDATION RECEIVED LISTED SECURITIES AND LAND AS CONTRIBUTIONS. THESE ITEMS WERE HELD FOR INVESTMENT AND THE EARNINGS WERE USED TO PROVIDE CHARITABLE CONTRIBUTIONS. THE PROCEEDS FROM THESE SALES HAVE OR WILL BE USED TO MAKE ADDITIONAL CHARITABLE CONTRIBUTIONS.
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BERNITA BUNCHER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01300 PENN AVENUE SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015222
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04124229900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM TO THE FOUNDATION STATING PURPOSE OF ORGANIZATION, AMOUNT OF REQUESTED CONTRIBUTION AND PURPOSE OF SAID CONTRIBUTION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KAREN EMMERICH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04124229900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01300 PENN AVENUE SUITE 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd015222
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014019461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015213
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014019461
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014184345
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015155305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0639813
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0639813
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0639813
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014184345
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0639813
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0331147
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt012783
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMERCIAL PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROPERTY MAINTENANCE - RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3COMMERCIAL PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10CONTRACTED SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11DUES AND SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1328
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2321
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt311301
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42507
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt514029
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020681
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1105807
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt221768
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020681
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1105807
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt221768
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt330000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4328
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5321
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt611301
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72507
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt814029
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAM CHARGES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt027846
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt027846
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt069481
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt069481
TaxesSchedule/TaxesDetail/Amt0338000
TaxesSchedule/TaxesDetail/Amt12496
TaxesSchedule/TaxesDetail/Amt28250
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt08250
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02496
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H WILLAM DORING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04124229900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JACK BUNCHER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JACK
ReturnHeader/Filer/EIN0237366998
ReturnHeader/Filer/PhoneNum04124229900
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 PENN AVENUE SUITE 300
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId027D8624B11E72E42DF2E15C9BF69F469BDE8992C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId027D8624B11E72E42DF2E15C9BF69F469BDE8992C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251208508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXLER & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0357 NORTH CRAIG STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152131209
ReturnHeader/PreparerPersonGrp/PhoneNum04126838800
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM H WESTLAND JR CPA
ReturnHeader/ReturnTs02018-04-16T15:32:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

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