NORTH SHORE SENIOR CENTER (EIN 362366074) - 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

1956

Legal Domicile

Principal Officer

LORI RUDNICKI

Phone

8477846000

Tax Period

2024-07-01 to 2025-06-30

NORTH SHORE SENIOR CENTER, founded in 1956, is a mid-sized nonprofit in the Human Services sector that reported $10.5M in total revenue in fiscal year 2024.

Mission

THE MISSION OF THE CENTER IS TO FOSTER THE INDEPENDENCE AND WELL-BEING OF OLDER ADULTS, ENHANCE THEIR DIGNITY AND SELF-RESPECT, AND PROMOTE THEIR PARTICIPATION IN, AND CONTRIBUTION TOWARD, ALL ASPECTS OF COMMUNITY LIFE.

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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 $3,510,136

Program Service Revenue $6,968,263

Investment Income $5,083

Other Revenue $-16,246

TOTAL REVENUE $10,467,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,076,135

Fundraising Expenses $691,466

Program Expenses $9,457,582

Other Expenses $3,045,864

TOTAL EXPENSES $11,121,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,467,236	$10,107,338	+0.0%
Expenses	$11,121,999	$10,274,261	+0.1%
Net Income	$-654,763	$-166,923	+2.9%

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

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

143

Volunteers

190

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

$164,212

Total Directors

$164,212

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI RUDNICKI	PRESIDENT AND ED	40.00	Officer Director	$164,212	$0	$164,212
LISA PETERS-BEUMER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
DAVID MASTERS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MEAD MONTGOMERY	TREASURER	2.00	Officer Director	$0	$0	$0
THOMAS SUNDELL	SECRETARY	2.00	Officer Director	$0	$0	$0
FRED SCHULZ	GENERAL COUNSEL	2.00	Officer Director	$0	$0	$0
RICHARD FISHER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD GELINE	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM GOLDBERG	DIRECTOR	1.00	Director	$0	$0	$0
JOAN GOLDER	DIRECTOR	2.00	Officer Director	$0	$0	$0
YVONNE HURLBUTT	DIRECTOR	1.00	Director	$0	$0	$0
ROGER LUMPP	DIRECTOR	2.00	Officer Director	$0	$0	$0
MIHAEL MELINGER	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR B MUIR	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET REDDING	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE SLOTNICK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
STUART SMITH	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE HONEYWELL	DIRECTOR OF SENIOR & FAMIL	40.00	Highest	$135,883	$4,077	$139,960
CYNTHIA PHON	DIRECTOR OF HOW ADULT DAY	40.00	Highest	$138,057	$4,142	$142,199
JEANNIE COLLINS	DIRECTOR OF FINANCE	40.00	Highest	$132,622	$3,979	$136,601
JON LABASCHIN	DIRECTOR DEVELOPMENT	40.00	Highest	$111,345	$0	$111,345

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	$10,467,236	$11,121,999	$7,468,969	$-654,763
2024	No data	No data	No data	No data
2023	$8,635,709	$9,271,512	$7,738,259	$-635,803
2022	$7,487,376	$8,218,275	$8,061,571	$-730,899
2021	$7,733,028	$7,256,083	$8,808,686	$476,945
2020	$6,824,518	$8,320,562	$9,226,477	$-1,496,044
2019	$7,248,008	$7,609,845	$9,424,489	$-361,837
2018	$7,503,392	$7,995,468	$9,827,247	$-492,076

NORTH SHORE SENIOR CENTER