Olmsted Assisted Living Corporation

EIN: 341833994 501(c)(3) Human Services

Olmsted Township, OH

Total Revenue
$2,631,426
Total Expenses
$1,602,775
Total Assets
$12,042,036
Net Assets
$11,788,273
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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
1996
Legal Domicile
OH
Principal Officer
Richard M Boyson Jr
Phone
4405404700
Tax Period
2022-07-01 to 2023-06-30

Olmsted Assisted Living Corporation, founded in 1996, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2022. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 39% operating margin.

Mission

Olmsted Assisted Living is an assisted living community for individuals requiring assistance with activities and the requirements of daily 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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,631,276
Investment Income $0
Other Revenue $150
TOTAL REVENUE $2,631,426

Expense Breakdown

Grants Paid $0
Salaries & Benefits $886,078
Fundraising Expenses $0
Program Expenses $1,587,481
Other Expenses $716,697
TOTAL EXPENSES $1,602,775

Year-over-Year Comparison

2022 2021 Change
Revenue $2,631,426 $1,490,339 +0.8%
Expenses $1,602,775 $615,403 +1.6%
Net Income $1,028,651 $874,936 +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

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Governance

Voting Members
14
Independent Members
13
Employees
N/A
Volunteers
39

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
4
$874,597
Total Directors
14
$369,495
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Richard M Boyson Jr President & CEO 0.00
Officer Director
$0 $42,466 $369,495
Kathleen M Shields CFO 0.00
Officer
$0 $4,385 $205,119
Jennifer Griveas VP of Legal 0.00
Officer
$0 $7,281 $167,378
Sheryl Sereda CAO 0.00
$0 $7,218 $158,366
Michael Gray CIO 0.00
Officer
$0 $1,631 $132,605
Richard L Fletcher Trustee 0.00
Director
$0 $0 $0
Alayne J Fodor Trustee 0.00
Director
$0 $0 $0
Glenn S Krassen Secretary 0.00
Director
$0 $0 $0
Brendan Lawlor Trustee 0.00
Director
$0 $0 $0
Michelle R Messina Trustee 0.00
Director
$0 $0 $0
Richard L Fox Trustee 0.00
Director
$0 $0 $0
James Rogerson Trustee 0.00
Director
$0 $0 $0
Patricia M Scanlon Trustee 0.00
Director
$0 $0 $0
Terrie Tenk Shrock Trustee 0.00
Director
$0 $0 $0
Allen R Tracy Treasurer 0.00
Director
$0 $0 $0
Rick J Weigle Trustee 0.00
Director
$0 $0 $0
Margaret G Weitzel Chair 0.00
Director
$0 $0 $0
Hilton Young Trustee 0.00
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 $2,631,426 $1,602,775 $12,042,036 $1,028,651
2022 $1,490,339 $615,403 $10,832,477 $874,936
2021 $1,722,041 $638,599 $2,378,285 $1,083,442
2020 $1,571,837 $621,403 $1,087,780 $950,434
2019 $1,507,207 $597,058 $1,065,507 $910,149
2018 $1,515,600 $625,864 $23,970,629 $889,736
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