OVERLOOK COMMUNITIES INC

EIN: 043515686 501(c)(3) Housing & Shelter

CHARLTON, MA

Total Revenue
$14,570,599
Total Expenses
$14,446,196
Total Assets
$36,765,642
Net Assets
$-37,421,807
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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
MA
Principal Officer
TAMERYN CAMPBELL
Phone
5082487344
Tax Period
2023-01-01 to 2023-12-31

OVERLOOK COMMUNITIES INC, founded in 2000, is a mid-sized nonprofit in the Housing & Shelter sector that reported $14.6M in total revenue in fiscal year 2023.

Mission

CHARITABLE - THE PROVISION OF A SENIOR LIVING LIFE CARE COMMUNITY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $21,765
Program Service Revenue $13,914,225
Investment Income $0
Other Revenue $634,609
TOTAL REVENUE $14,570,599

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,757,381
Fundraising Expenses $0
Program Expenses $11,640,284
Other Expenses $9,688,815
TOTAL EXPENSES $14,446,196

Year-over-Year Comparison

2023 2022 Change
Revenue $14,570,599 $14,332,262 +0.0%
Expenses $14,446,196 $14,049,915 +0.0%
Net Income $124,403 $282,347 -0.6%
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

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Governance

Voting Members
9
Independent Members
8
Employees
141
Volunteers
9

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
9
$884,044
Total Directors
10
$542,901
Key Employees
2
$514,832
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KENNETH BLAKE MHS BOARD CHAIR 0.15
Director
$0 $0 $0
JAMES TRACY TREASURER 0.15
Officer Director
$0 $0 $0
MASON RUSSELL EX OFFICIO 0.15
Director
$0 $0 $0
ROBERT JOLLY CHAIR 0.15
Officer Director
$0 $0 $0
JACK MULHALL VICE CHAIR 0.15
Officer Director
$0 $0 $0
LAWRENCE BETHUNE SECRETARY (LEFT 1/2023) 0.00
Officer Director
$0 $0 $0
ROBERT SCHREMSER CLERK 0.15
Officer Director
$0 $0 $0
TAMERYN CAMPBELL MHS PRESIDENT & CEO 0.15
Officer Director
$0 $66,253 $542,901
GEORGE HAMILTON GRAND MASTER 0.15
Director
$0 $0 $0
REV DR RICHARD HALEY SECRETARY (FROM 3/25/2023) 0.15
Officer Director
$0 $0 $0
KRISTINE A BINETTE EXECUTIVE DIRECTOR 40.00
Officer
$181,145 $25,982 $207,127
NICHOLAS PUGLIESE CHIEF FINANCIAL OFFICER 0.15
Officer
$0 $0 $134,016
SHAWN M BERTRAM COO 0.15
Key Emp
$0 $32,572 $320,562
TED WILBUR CHIEF INFORMATION OFFICER 0.15
Key Emp
$0 $13,813 $194,270
DANYEL DARGER DIRECTOR OF MARKETING 40.00
Highest
$133,445 $28,876 $162,321
KAREN H MARINO DIRECTOR OF CARE COORDINATION & HEALTH TRANSITIONS 40.00
Highest
$111,085 $24,581 $135,666
ERIN WOODBURY DIRECTOR, CARE MANAGEMENT 40.00
Highest
$109,210 $29,589 $138,799
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 $14,570,599 $14,446,196 $36,765,642 $124,403
2022 $14,332,262 $14,049,915 $33,492,557 $282,347
2021 $14,000,337 $14,282,301 $31,731,503 $-281,964
2020 $13,634,106 $13,637,557 $32,024,784 $-3,451
2019 $13,139,017 $12,908,820 $34,387,959 $230,197
2018 $11,960,959 $11,861,174 $34,186,456 $99,785
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