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 Vulnerability Assessment (Tuckman-Chang)

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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

Devon Oaks is Eliza Jennings' assisted living facility in Westlake, Ohio. This community incorporates residential services, assistance with daily living, and memory support for older adults experiencing early & mid-stage Alzheimer's and dementia.

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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 (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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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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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