OVERLOOK VISITING NURSE ASSOCIATION INC (EIN 043515687) - 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

2000

Legal Domicile

Principal Officer

TAMERYN CAMPBELL

Phone

5082487344

Tax Period

2023-01-01 to 2023-12-31

OVERLOOK VISITING NURSE ASSOCIATION INC, founded in 2000, is a mid-sized nonprofit in the Health Care sector that reported $12.9M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $15.5M exceeded revenue, resulting in a 19% operating deficit.

Mission

PROVISION OF HOME HEALTH AND HOSPICE CARE (SEE SCHEDULE O) CHARITABLE - THE PROVISION OF HOME HEALTH AND HOSPICE FOR RESIDENTS OF THE COMMONWEALTH OF MASSACHUSETTS WITH AN EMPHASIS ON HEALTH AND WELL BEING.

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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 $1,385

Program Service Revenue $12,907,349

Investment Income $27,616

Other Revenue $64

TOTAL REVENUE $12,936,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,305,466

Fundraising Expenses $0

Program Expenses $9,758,119

Other Expenses $4,144,863

TOTAL EXPENSES $15,450,329

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,936,414	$14,195,500	-0.1%
Expenses	$15,450,329	$16,540,317	-0.1%
Net Income	$-2,513,915	$-2,344,817	+0.1%

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

182

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

$676,917

Total Directors

$542,901

Key Employees

$514,832

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MASON RUSSELL	CHAIR	0.20	Officer Director	$0	$0	$0
ROBERT SCHREMSER	VICE CHAIR, CLERK	0.20	Officer Director	$0	$0	$0
JAMES TRACY	TREASURER	0.20	Officer Director	$0	$0	$0
REV DR RICHARD HALEY	SECRETARY (FROM 3/2023)	0.20	Director	$0	$0	$0
LAWRENCE BETHUNE	SECRETARY (LEFT 1/2023)	0.00	Officer Director	$0	$0	$0
TAMERYN CAMPBELL	PRESIDENT & CEO	0.20	Officer Director	$0	$66,253	$542,901
WAYNE SZRETTER	DIRECTOR	0.20	Director	$0	$0	$0
KENNETH BLAKE	MHS BOARD CHAIR	0.20	Director	$0	$0	$0
GEORGE HAMILTON	EX OFFICIO, VOTING	0.20	Director	$0	$0	$0
NICHOLAS PUGLIESE	CHIEF FINANCIAL OFFICER	0.20	Officer	$0	$0	$134,016
SHAWN M BERTRAM	COO	0.20	Key Emp	$0	$32,572	$320,562
TED WILBUR	CHIEF INFORMATION OFFICER	0.20	Key Emp	$0	$13,813	$194,270
RUSSELL CHAMBERLAIN	PHYSICAL THERAPIST	47.00	Highest	$157,800	$3,156	$160,956
CAROL PARECE	DIRECTOR OF QAPI	40.00	Highest	$137,564	$27,726	$165,290
JOHN A QUEVILLON	PHYSICAL THERAPIST	50.00	Highest	$132,817	$33,155	$165,972
BETTINA M NADEAU	RN BAYLOR	42.00	Highest	$144,379	$12,545	$156,924
BRIAN M PULEO	REGIONAL ADMINISTRATOR	40.00	Highest	$131,837	$29,733	$161,570

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	$12,936,414	$15,450,329	$4,587,281	$-2,513,915
2022	$14,195,500	$16,540,317	$4,276,981	$-2,344,817
2021	$18,917,049	$17,193,314	$6,671,533	$1,723,735
2020	$20,432,286	$20,161,917	$11,133,827	$270,369
2019	$23,980,079	$22,764,618	$8,854,424	$1,215,461
2018	$20,169,655	$18,941,807	$7,455,805	$1,227,848

OVERLOOK VISITING NURSE ASSOCIATION INC