Historic Chicago Bungalow Assoc (EIN 364409705) - 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

2000

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Historic Chicago Bungalow Assoc, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $966K in total revenue in fiscal year 2018. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $217K, a strong 22% operating margin.

Mission

The Historic Chicago Bungalow Associatoin is dedicated to the preservation of the Chicago Bungalow architectural style. The Association is designed to foster an appreciation of the Chicago Bungalow as a distinctive housing type, encourage and assist in bungalow rehabs.

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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 $1,292,764

Program Service Revenue $0

Investment Income $0

Other Revenue $6,236

TOTAL REVENUE $1,299,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $987,209

Fundraising Expenses $20,152

Program Expenses $1,272,177

Other Expenses $512,076

TOTAL EXPENSES $1,499,285

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,299,000	$1,303,168	0.0%
Expenses	$1,499,285	$1,110,040	+0.4%
Net Income	$-200,285	$193,128	-2.0%

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

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
Mary Ellen Guest	Executive Director	40.00	Highest	$208,758	$0	$208,758
James E Mann	Director	1.00	Director	$0	$0	$0
Kristine Menas Daley	Director	1.00	Director	$0	$0	$0
Zurich Esposito	Director	1.00	Director	$0	$0	$0
Thomas Murphy	Director	1.00	Director	$0	$0	$0
Jason Schultz	President	1.00	Officer Director	$0	$0	$0
Xochitl Flores	Treasurer	1.00	Officer Director	$0	$0	$0
Sarah Ware	Secretary	1.00	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
2023	$1,299,000	$1,499,285	$754,995	$-200,285
2022	$1,303,168	$1,110,040	$946,752	$193,128
2021	$1,174,600	$994,017	$757,269	$180,583
2020	$747,966	$883,691	$573,012	$-135,725
2019	$1,369,631	$964,611	$714,499	$405,020
2018	$966,116	$749,551	$305,303	$216,565

Historic Chicago Bungalow Assoc