OVERLOOK AUXILIARY (EIN 226034033) - 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

1958

Legal Domicile

Principal Officer

CARLENE PRUITT

Phone

9085222004

Tax Period

2023-01-01 to 2023-06-30

OVERLOOK AUXILIARY, founded in 1958, is a small nonprofit in the Health Care sector that reported $103K in total revenue in fiscal year 2022. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $53K, a strong 52% operating margin.

Mission

CULTIVATE A COMPASSIONATE AND COMFORTING ENVIRONMENT THROUGH THE OVERLOOK MEDICAL CENTER COMMUNITY WITH ACTIVE VOLUNTEERING AND IMAGINATIVE FUNDRAISING.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,757

Program Service Revenue $0

Investment Income $3

Other Revenue $101,416

TOTAL REVENUE $103,176

Expense Breakdown

Grants Paid $12,595

Salaries & Benefits $16,658

Fundraising Expenses $0

Program Expenses $12,595

Other Expenses $20,525

TOTAL EXPENSES $49,778

Year-over-Year Comparison

	2022	2021	Change
Revenue	$103,176	$136,288	-0.2%
Expenses	$49,778	$92,738	-0.5%
Net Income	$53,398	$43,550	+0.2%

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

N/A

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
VIRGINIA CEPEDA	PRESIDENT	4.00	Director	$0	$0	$0
CARLENE PRUITT	TREASURER	4.00	Director	$0	$0	$0
TINA TOMLINSON	RECORDING SECRETARY	4.00	Director	$0	$0	$0
MEGHAN SCHORR	MEMBERSHIP VP	4.00	Director	$0	$0	$0
ELLEN SERRUTO	EVENTS VP	4.00	Director	$0	$0	$0
SALLY ALLEN	MARKETING VP	4.00	Director	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$103,176	$49,778	$338,311	$53,398
2022	$136,288	$92,738	$265,719	$43,550
2021	$191,413	$79,046	$236,930	$112,367
2020	$207,180	$217,208	$175,266	$-10,028
2019	$96,419	$101,769	$136,958	$-5,350
2018	$102,084	$204,052	$159,571	$-101,968

OVERLOOK AUXILIARY