BLUESTEM HOUSING PARTNERS NFP (EIN 203311053) - 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

2004

Legal Domicile

Principal Officer

DENNIS JAMES

Tax Period

2023-01-01 to 2023-12-31

BLUESTEM HOUSING PARTNERS NFP, founded in 2004, is a small nonprofit in the Housing & Shelter sector that reported $330K in total revenue in fiscal year 2018. Expenses of $515K exceeded revenue, resulting in a 56% operating deficit.

Mission

DEVELOP AFFORDABLE MULTIFAMILY HOUSING IN ILLINOIS

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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 $0

Program Service Revenue $266,943

Investment Income $18,357

Other Revenue $0

TOTAL REVENUE $285,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,768

Fundraising Expenses $0

Program Expenses $370,073

Other Expenses $336,934

TOTAL EXPENSES $392,702

Year-over-Year Comparison

	2023	2022	Change
Revenue	$285,300	$182,251	+0.6%
Expenses	$392,702	$365,484	+0.1%
Net Income	$-107,402	$-183,233	-0.4%

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

N/A

Volunteers

N/A

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
DAVID OPITZ	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM HASSETT	TREASURER	6.00	Officer Director	$0	$0	$0
CHRISTOPHER McCLEARY	SECRETARY	3.00	Officer Director	$0	$0	$0
MICHAEL COBB	PRESIDENT	3.00	Officer Director	$0	$0	$0
JASON BROWN	VICE PRESIDENT	3.00	Officer 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	$285,300	$392,702	$4,549,377	$-107,402
2022	$182,251	$365,484	$4,677,583	$-183,233
2021	$241,048	$3,284,867	$4,814,233	$-3,043,819
2020	$275,412	$595,146	$7,893,452	$-319,734
2019	$311,885	$543,631	$8,223,386	$-231,746
2018	$330,325	$515,300	$8,482,188	$-184,975

BLUESTEM HOUSING PARTNERS NFP