LAKESIDE, OH
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)NORTH SHORE RETIREMENT COMMUNITY, founded in 1993, is a community nonprofit in the Housing & Shelter sector that reported $8.5M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $7.5M left a modest 12% surplus.
IN KEEPING WITH OUR UNITED METHODIST TRADITION WE SEEK TO ENHANCE THE QUALITY OF LIFE AND HOLISTIC GROWTH OF OLDER PERSONS.
OTTERBEIN NORTH SHORE PROVIDES A CONTINUUM OF CARE INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, NURSING CARE, AND DEMENTIA CARE. REHABILITATION, SOCIAL SERVICES AND CHAPLAINCY SERVICES ARE...
OTTERBEIN NORTH SHORE PROVIDES A CONTINUUM OF CARE INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, NURSING CARE, AND DEMENTIA CARE. REHABILITATION, SOCIAL SERVICES AND CHAPLAINCY SERVICES ARE AVAILABLE TO ALL RESIDENTS.LOCAL GROUPS SUCH AS THE VETERANS, CHURCH CIRCLES, COMMUNITY CIVIC GROUPS AND A HOST OF OTHERS USE OTTERBEIN AS A MEETING PLACE. IN ADDITION OTTERBEIN PROVIDES SPECIAL PROGRAMS AND EVENTS FOR THE COMMUNITY ON AN ONGOING BASIS.
GENEROUS DONATIONS HAVE ESTABLISHED A BENEVOLENT CARE FUND WHICH OFFERS ASSISTANCE TO RESIDENTS WHO CANNOT PAY THE FULL COST OF CARE. OTTERBEIN'S RICH HERITAGE HAS EARNED A SOLID REPUTATION AS A...
GENEROUS DONATIONS HAVE ESTABLISHED A BENEVOLENT CARE FUND WHICH OFFERS ASSISTANCE TO RESIDENTS WHO CANNOT PAY THE FULL COST OF CARE. OTTERBEIN'S RICH HERITAGE HAS EARNED A SOLID REPUTATION AS A TRUSTED AND VALUABLE RESOURCE. BY PROVIDING INFORMATION AND SERVICES ON AGING ISSUES, WE CONTINUE TO SERVE RESIDENTS, THEIR FAMILIES AND THE SURROUNDING COMMUNITIES. OTTERBEIN RESIDENTS AND STAFF VOLUNTEER THEIR TIME AND TALENTS TO OTTERBEIN NORTH SHORE RETIREMENT LIVING COMMUNITY BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY.
THE ORGANIZATION PROVIDES NURSING CARE TO RESIDENTS UNDER THE MEDICAID PROGRAM FOR WHICH THE COSTS TO PROVIDE SUCH CARE EXCEEDS REIMBURSEMENT. THE ORGANIZATION FUNDS THIS DIFFERENCE THROUGH ITS...
THE ORGANIZATION PROVIDES NURSING CARE TO RESIDENTS UNDER THE MEDICAID PROGRAM FOR WHICH THE COSTS TO PROVIDE SUCH CARE EXCEEDS REIMBURSEMENT. THE ORGANIZATION FUNDS THIS DIFFERENCE THROUGH ITS OPERATIONS. THE SHORTFALL IS NETTED WITH PROGRAM SERVICE REVENUE.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $8,476,702 | $7,112,418 | +0.2% |
| Expenses | $7,453,426 | $7,580,463 | 0.0% |
| Net Income | $1,023,276 | $-468,045 | -3.2% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JILL WILSON | PRESIDENT/CEO | 2.00 |
Officer
Director
|
$0 | $18,445 | $656,960 |
| JAMES C GREEN | CFO/TREASURER | 2.00 |
Officer
Director
|
$0 | $18,317 | $420,235 |
| MARILYN FARIS | RESIDENT DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN BUTCHKO | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| SHIRLEY ENGLE | RESIDENT DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MEL MILLER | OTTERBEIN HOMES BOARD CHAIR (TERM ENDED) | 1.00 |
Director
|
$0 | $0 | $0 |
| JASON MILLER | VP SR - LSC | 2.00 |
Officer
Director
|
$0 | $14,573 | $463,739 |
| WILLIAM BROWNSON | BOARD CHAIR OF OTTERBEIN | 1.00 |
Director
|
$0 | $0 | $0 |
| HELEN ROFKAR | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| PHILIP FELTMAN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| ROBIN PALMER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| BECKY JOHNSON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JENNIFER LENTHE | EXECUTIVE DIRECTOR | 40.00 |
Officer
|
$142,801 | $10,553 | $153,354 |
| GARY HORNING | VP - MKTG - COMMUNICATIONS | 2.00 |
Highest
|
$0 | $15,182 | $289,783 |
| PAMELA RICHMOND | VP CHIEF STRATEGY/DEV | 2.00 |
Highest
|
$0 | $15,037 | $310,663 |
| LOIS MILLS | VP OF HUMAN RESOURCES | 2.00 |
Highest
|
$0 | $13,729 | $257,126 |
| EMILY WEIKERT | VP - CLINICAL QUALITY | 2.00 |
Highest
|
$0 | $14,394 | $254,893 |
| CATHERINE CHIOVARO | VP - WORKFORCE MANAGEMENT | 2.00 |
Highest
|
$0 | $10,066 | $299,170 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | No data | No data | No data | No data |
| 2023 | $8,476,702 | $7,453,426 | $14,321,080 | $1,023,276 |
| 2022 | $7,112,418 | $7,580,463 | $12,495,974 | $-468,045 |
| 2021 | $7,090,018 | $6,733,181 | $14,036,029 | $356,837 |
| 2020 | $6,174,786 | $5,763,941 | $15,057,272 | $410,845 |
| 2019 | $5,874,985 | $5,548,939 | $13,420,108 | $326,046 |
| 2018 | $5,782,924 | $5,407,943 | $12,228,077 | $374,981 |
Compare NORTH SHORE RETIREMENT COMMUNITY with other nonprofits in Ohio and across the country.