Devon Oaks Assisted Living Corporation

EIN: 341927224 501(c)(3) Housing & Shelter

Westlake, OH

Total Revenue
$5,954,781
Total Expenses
$4,905,737
Total Assets
$5,892,074
Net Assets
$3,841,142
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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
OH
Principal Officer
Richard M Boyson Jr
Phone
4405404700
Tax Period
2023-07-01 to 2024-06-30

Devon Oaks Assisted Living Corporation, founded in 2000, is a community nonprofit in the Housing & Shelter sector that reported $6.0M in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 18% operating margin.

Mission

We affirm the dignity and individual worth of older adults and their right to attain the highest possible quality of life. We strive to nurture and sustain their physical, emotional, intellectual, social and spiritual health. We are committed to having a community in which every member is equally respected, valued and empowered.

Program Service Accomplishments

Program 1
Expenses: $3,572,211

Devon Oaks is a premier Assisted Living community operating 54 assisted living units and 12 memory support units, supporting older adult residents needing assistance with activities of daily living...

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Devon Oaks is a premier Assisted Living community operating 54 assisted living units and 12 memory support units, supporting older adult residents needing assistance with activities of daily living and who are experiencing mid-stage Alzheimer's disease and related dementia. Devon Oaks offers residents and families peace of mind by providing services that include: licensed, professional staff on duty 24 hours a day; access to a physician and nurse practitioner; medication management provided by in-house clinical staff; transportation to hospital and physician appointments as well as community events; full-time physical therapist; 24-hour assistance with activities of daily living such as dressing, meals, mobility, and hygiene; meaningful activities that promote engagement and socialization; memory support care; and respite care.Devon Oaks Assisted Living Corporation operates within the Eliza Jennings Senior Care Network, a provider of residential and community-based aging services which includes Eliza Jennings Inc, Olmsted Assisted Living Corp, Olmsted Health & Services, Olmsted Resident Corp, Acacia Place Adult Day Center, and the flagship skilled nursing community Eliza Jennings Home. In December of 2023, Eliza Jennings Inc. acquired the assets of and is now operating a senior living community in Chagrin Falls, Ohio (southeast of Cleveland) under the licensed trade name Eliza at Chagrin Falls which includes 75 traditional assisted living units, 18 memory support units, and 27 skilled nursing units (29 licenses).As a nationally recognized innovator and expert in aging services, Eliza Jennings Senior Care Network offers a full spectrum of memory support programming and services to older adults with Alzheimers disease and other dementias throughout its residential communities and adult day program and provides home health services through Northeast Ohio Homecare (offering skilled nursing and in-home therapy services to assist older adults who live independently in their home). The Eliza Jennings Senior Care Network is committed to offering compassionate care and support to individuals and their families who are facing advanced illness and end-of-life care decisions and offers hospice services though Northeast Ohio Hospice, geared to providing choices that sustain dignity and autonomy, while enhancing comfort and quality of life during this difficult time.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $930,619
Program Service Revenue $4,952,773
Investment Income $15,226
Other Revenue $56,163
TOTAL REVENUE $5,954,781

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,288,474
Fundraising Expenses $5,961
Program Expenses $3,572,211
Other Expenses $2,617,263
TOTAL EXPENSES $4,905,737

Year-over-Year Comparison

2023 2022 Change
Revenue $5,954,781 $4,437,692 +0.3%
Expenses $4,905,737 $4,526,010 +0.1%
Net Income $1,049,044 $-88,318 -12.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
15
Employees
129
Volunteers
575

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
$975,506
Total Directors
16
$437,606
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 $40,532 $437,606
Kathleen M Shields CFO 0.00
Officer
$0 $6,308 $213,187
Jennifer Griveas VP of Legal 0.00
Officer
$0 $15,453 $187,485
Michael Gray CIO 0.00
Officer
$0 $1,466 $137,228
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
Richard L Fox Trustee 0.00
Director
$0 $0 $0
Margaret Hartney Trustee 0.00
Director
$0 $0 $0
Michele Messina 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
Sheryl L Sereda Trustee 0.00
Director
$0 $0 $0
Terrie Shrock Trustee 0.00
Director
$0 $0 $0
John P Stoner Trustee 0.00
Director
$0 $0 $0
Allen R Tracy Treasurer 0.00
Director
$0 $0 $0
Rick Weigle Jr 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 $5,954,781 $4,905,737 $5,892,074 $1,049,044
2023 $4,437,692 $4,526,010 $4,183,249 $-88,318
2022 $4,618,783 $4,138,829 $45,800 $479,954
2021 $4,167,902 $3,182,729 $7,580,543 $985,173
2020 $4,147,077 $3,139,285 $5,071,344 $1,007,792
2019 $4,033,505 $3,168,958 $8,893,627 $864,547
2018 $3,861,778 $3,306,984 $5,902,004 $554,794
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