COPELAND OAKS (EIN 340941565) - 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

1963

Legal Domicile

Principal Officer

DAVID MANNION

Phone

3309386126

Tax Period

2024-07-01 to 2025-06-30

COPELAND OAKS, founded in 1963, is a mid-sized nonprofit in the Human Services sector that reported $16.6M in total revenue in fiscal year 2024.

Mission

PROVIDES INDEPENDENT LIVING, ASSISTED LIVING, AND SKILLED NURSING TO RESIDENTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $423,061

Program Service Revenue $14,038,445

Investment Income $69,076

Other Revenue $2,026,915

TOTAL REVENUE $16,557,497

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,244,309

Fundraising Expenses $0

Program Expenses $12,661,406

Other Expenses $8,006,698

TOTAL EXPENSES $17,251,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,557,497	$15,762,748	+0.1%
Expenses	$17,251,007	$16,433,036	+0.0%
Net Income	$-693,510	$-670,288	+0.0%

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

301

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

$238,821

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID DAVE MANNION	CEO/CFO	24.00	Officer	$211,953	$26,868	$238,821
LISA GENTILE	CHIEF DEVELOPMENT OFFICER	40.00	Highest	$114,911	$12,306	$127,217
ANDREW ESTOCK	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
JOHN SCARPITTI	VICE PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
JOHN DILWORTH	TREASURER	1.00	Officer Director	$0	$0	$0
ASHLEY SHEFFIELD	SECRETARY	1.00	Officer Director	$0	$0	$0
BILL SHIVERS	DIRECTOR	1.00	Director	$0	$0	$0
DONNA GUSTAFFSON	DIRECTOR	1.00	Director	$0	$0	$0
REV EDGAR BRADY	DIRECTOR	1.00	Director	$0	$0	$0
JIM STITLE	DIRECTOR	1.00	Director	$0	$0	$0
J LYNNE BIERY	DIRECTOR	1.00	Director	$0	$0	$0
JIM WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
RUSSEL KIKO	DIRECTOR	1.00	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	$16,557,497	$17,251,007	$14,231,531	$-693,510
2024	No data	No data	No data	No data
2023	$15,023,063	$15,658,554	$15,313,138	$-635,491
2022	$14,392,825	$15,247,299	$16,412,250	$-854,474
2021	$16,755,998	$15,060,399	$17,062,648	$1,695,599
2020	$18,552,460	$17,645,615	$17,723,983	$906,845
2019	$16,962,135	$16,538,196	$18,890,955	$423,939
2018	$15,614,835	$15,788,749	$19,512,079	$-173,914

COPELAND OAKS