BLUESTEM PACE INC (EIN 464346713) - 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

2013

Legal Domicile

Phone

6205045900

Tax Period

2023-01-01 to 2023-12-31

BLUESTEM PACE INC, founded in 2013, is a mid-sized nonprofit in the Human Services sector that reported $11.6M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $11.2M left a modest 4% surplus.

Mission

PROVIDES SENIORS LIVING INDEPENDENTLY AT HOME WITH HEALTH CARE, TRANSPORTATION, SOCIAL AND NUTRITIONAL SUPPORT, AND PERSONAL CARE SERVICES. PARTICIPANTS RECEIVE CARE IN DAY CENTERS, CLINICS, AND HOME CARE SETTINGS.

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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 $50,486

Program Service Revenue $11,524,621

Investment Income $1,333

Other Revenue $-1,341

TOTAL REVENUE $11,575,099

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $15,368

Program Expenses $9,013,199

Other Expenses $11,169,583

TOTAL EXPENSES $11,169,583

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,575,099	$10,443,643	+0.1%
Expenses	$11,169,583	$9,570,098	+0.2%
Net Income	$405,516	$873,545	-0.5%

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

N/A

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

$892,221

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR/CHAIRPERSON	0.3	Officer Director	$0	$0	$0
N/A	DIRECTOR/TREASURER	0.1	Officer Director	$0	$0	$0
N/A	DIRECTOR/TREASURER ENDING MARCH 31, 2023	0.1	Officer Director	$0	$0	$0
N/A	DIRECTOR/VICE CHAIRPERSON	0.1	Officer Director	$0	$0	$0
N/A	DIRECTOR/SECRETARY	0.1	Officer Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	DIRECTOR	0.1	Director	$0	$0	$0
N/A	EXECUTIVE DIRECTOR	40.0	Officer	$0	$3,879	$92,551
N/A	PRESIDENT/CEO	5.0	Officer	$0	$27,867	$295,229
N/A	CFO	4.0	Officer	$0	$32,513	$183,328
N/A	EXECUTIVE DIRECTOR	20.0	Officer	$0	$33,439	$184,938
N/A	COO	3.0	Officer	$0	$22,231	$136,175
N/A	MEDICAL DIRECTOR	40.0	Highest	$0	$22,198	$245,826

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	$11,575,099	$11,169,583	$5,012,624	$405,516
2022	$10,443,643	$9,570,098	$5,153,825	$873,545
2021	$9,229,995	$8,722,196	$2,760,371	$507,799
2020	$8,260,185	$7,219,650	$3,007,058	$1,040,535
2019	$5,479,437	$5,798,050	$895,319	$-318,613
2018	$3,665,799	$4,894,381	$714,342	$-1,228,582

BLUESTEM PACE INC