INVEST DSM (EIN 842607571) - 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

2019

Legal Domicile

Principal Officer

THERESA GREENFIELD

Phone

5152218410

Tax Period

2024-01-01 to 2024-12-31

INVEST DSM, founded in 2019, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.9M in total revenue in fiscal year 2024. The organization ran a surplus of $3.0M, a strong 28% operating margin.

Mission

PROVIDE HOLISTIC AND INNOVATIVE SOLUTIONS THAT STRENGTHEN NEIGHBORHOODS. WE DO THIS THROUGH STRATEGIC INVESTMENTS IN REAL ESTATE AND PARTNERSHIPS TO IMPROVE QUALITY OF LIFE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,355,586

Program Service Revenue $3,525

Investment Income $451,557

Other Revenue $87,625

TOTAL REVENUE $10,898,293

Expense Breakdown

Grants Paid $4,081,392

Salaries & Benefits $1,001,496

Fundraising Expenses $0

Program Expenses $7,395,433

Other Expenses $2,771,759

TOTAL EXPENSES $7,854,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,898,293	$10,301,946	+0.1%
Expenses	$7,854,647	$5,156,473	+0.5%
Net Income	$3,043,646	$5,145,473	-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

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

$221,889

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM HOCKENSMITH	CHAIR	1.00	Officer Director	$0	$0	$0
CONNIE BOESEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER COOPER	TREASURER	1.00	Officer Director	$0	$0	$0
ANGELA CONNOLLY	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CACCIATORE	DIRECTOR	1.00	Director	$0	$0	$0
MATT MCCOY	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE PFANNKUCH	DIRECTOR	1.00	Director	$0	$0	$0
CARL VOSS	DIRECTOR	1.00	Director	$0	$0	$0
AMBER LYNCH	EXECUTIVE DIRECTOR	40.00	Officer	$191,522	$30,367	$221,889
CHRIS CIVITATE	NEIGHBORHOOD DEVELOPMENT MANAGER	40.00	Highest	$105,947	$11,545	$117,492
SIERRA ROSE	OPERATIONS MANAGER	40.00	Highest	$104,035	$11,507	$115,542

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	$10,898,293	$7,854,647	$29,036,420	$3,043,646
2023	$10,301,946	$5,156,473	$24,331,235	$5,145,473
2022	$10,543,054	$4,723,480	$19,287,532	$5,819,574
2021	$10,211,010	$3,388,928	$16,376,640	$6,822,082
2021	$110,576	$3,172,509	$13,108,701	$-3,061,933
2020	$5,055,674	$300,240	$4,819,375	$4,755,434

INVEST DSM