NORTH SHORE ELDER SERVICES INC (EIN 042595072) - 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

1976

Legal Domicile

Principal Officer

TAMMY O'DONNELL

Phone

9787504540

Tax Period

2018-07-01 to 2019-06-30

NORTH SHORE ELDER SERVICES INC, founded in 1976, is a mid-sized nonprofit that reported $21.6M in total revenue in fiscal year 2018.

Mission

THE MISSION OF NORTH SHORE ELDER SERVICES IS TO SERVE THE FUNCTIONAL NEEDS OF OLDER ADULTS RESIDING ON THE NORTH SHORE OF MASSACHUSETTS AND PROVIDE SUPPORT, INFORMATION, AND SERVICE TO THEM AND THEIR FAMILIES.

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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 $17,699,466

Program Service Revenue $3,867,952

Investment Income $254

Other Revenue $6,269

TOTAL REVENUE $21,573,941

Expense Breakdown

Grants Paid $188,480

Salaries & Benefits $6,338,510

Fundraising Expenses $0

Program Expenses $20,349,749

Other Expenses $15,562,717

TOTAL EXPENSES $22,089,707

Year-over-Year Comparison

	2018	2017	Change
Revenue	$21,573,941	$21,476,127	+0.0%
Expenses	$22,089,707	$21,406,364	+0.0%
Net Income	$-515,766	$69,763	-8.4%

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

164

Volunteers

145

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

$126,159

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DELANNE M HAIGHT	DIRECTOR	1.00	Director	$0	$0	$0
MARJORIE A LEONARD	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH SHIH MD	DIRECTOR	1.00	Director	$0	$0	$0
BARRY SINEWITZ	DIRECTOR	1.00	Director	$0	$0	$0
CLARK WILLMOTT	DIRECTOR	1.00	Director	$0	$0	$0
GARY BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
PATRICIA ZAIDO	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH L BERARDINO	CHAIR	1.00	Officer Director	$0	$0	$0
CAROL GAWRYS RN PHD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT L HOLLOWAY JR ESQ	TREASURER & ASSISTANT CLERK	1.00	Officer Director	$0	$0	$0
DAVID GRAVEL	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
KATHRYN BURNS	CLERK	1.00	Officer Director	$0	$0	$0
PAUL LANZIKOS	EXECUTIVE DIRECTOR	35.00	Officer	$126,159	$0	$126,159
CHERYL KRISKO	CHIEF PROGRAM OFFICER	35.00	Highest	$138,420	$0	$138,420

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	$21,573,941	$22,089,707	$7,528,188	$-515,766

NORTH SHORE ELDER SERVICES INC