BIOSTRATEGY PARTNERS INC (EIN 861104679) - 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

ERIKA SWIFT

Phone

7174714477

Tax Period

2018-07-01 to 2019-06-30

BIOSTRATEGY PARTNERS INC, founded in 2004, is a small nonprofit in the Community Improvement sector that reported $178K in total revenue in fiscal year 2018. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $30K, a strong 17% operating margin.

Mission

ENGAGING IN AND SUPPORTING THE DEVELOPMENT OF THE LIFE SCIENCES INDUSTRY BY PROVIDING SCIENTIFIC, BUSINESS AND OTHER SUPPORT SERVICES TO EARLY-STAGE AND EMERGING LIFE SCIENCES COMPANIES; AND ADVANCING TECHNOLOGY COMMERCIALIZATION, INCLUDING PROVIDING TECHNOLOGY DEVELOPMENT RESOURCES AND ESTABLISHING AND SUPPORTING COMPANIES FORMED TO COMMERCIALIZE TECHNOLOGIES GENERATED BY MEMBER RESEARCH INSTITUTIONS, AND MORE EFFICIENTLY AND EFFECTIVELY COLLABORATING WITH BIOTECHNOLOGY, DIAGNOSTIC, MEDICAL DEVICE, AND OTHER COMPANIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $118,063

Program Service Revenue $60,000

Investment Income $12

Other Revenue $80

TOTAL REVENUE $178,155

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,988

Other Expenses $87,930

TOTAL EXPENSES $147,930

Year-over-Year Comparison

	2018	2017	Change
Revenue	$178,155	$102,526	+0.7%
Expenses	$147,930	$94,448	+0.6%
Net Income	$30,225	$8,078	+2.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY J PELURA PHD	VICE-PRESIDENT/TREASURER	1.00	Officer Director	$0	$0	$0
STEPHEN G NAPPI	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER ROSE PHD JD	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER STEINMAN PHD MBA	DIRECTOR	1.00	Director	$0	$0	$0
ZEV SUNLEAF	DIRECTOR	1.00	Director	$0	$0	$0
ERIKA SWIFT	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE PRENDERGAST	DIRECTOR	1.00	Director	$0	$0	$0
JEAN FRANCOIS JASMIN	DIRECTOR	1.00	Director	$0	$0	$0
TODD ABRAMS	OFFICER	1.00	Officer	$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
2019	$178,155	$147,930	$97,261	$30,225
2018	$102,526	$94,448	$180,876	$8,078

BIOSTRATEGY PARTNERS INC