OVERLOOK COMMUNITIES INC

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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

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 AN ELDERLY COMMUNITY FOR THE RESIDENTS OF THE LOCAL COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $11,640,284 Revenue: $14,548,834

TO PROVIDE, OPERATE, MANAGE, AND/OR ARRANGE FOR THE PROVISION OF HOUSING FACILITIES AND RELATED SERVICES FOR ELDERLY FREEMASONS OF EVERY RACE, COLOR AND RELIGION, AND THEIR WIDOWS AND FAMILY MEMBERS, AS WELL AS MEMBERS OF THE COMMUNITY AT LARGE, INCLUDING CONTINUING CARE FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET SAID INDIVIDUALS' PHYSICAL SOCIAL AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS AND USEFULNESS IN LONGER LIVING.

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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 $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

Governance

Voting Members

Independent Members

Employees

141

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

$884,044

Total Directors

$542,901

Key Employees

$514,832

Highest Compensated

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