OVERLOOK FOUNDATION (EIN 510194054) - 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

1976

Legal Domicile

Principal Officer

ELIZABETH PECK

Phone

9085222840

Tax Period

2024-07-01 to 2025-06-30

OVERLOOK FOUNDATION, founded in 1976, is a mid-sized nonprofit in the Health Care sector that reported $16.5M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Net assets of $136.5M represent 99 months of operating reserves.

Mission

FOR MISSION STATEMENTTHE MISSION OF THE OVERLOOK FOUNDATION IS TO DEVELOP, MANAGE, AND DISTRIBUTE RESOURCES TO ADVANCE THE DELIVERY OF HIGH-QUALITY HEALTH CARE BY OVERLOOK MEDICAL CENTER.

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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 $10,477,690

Program Service Revenue $0

Investment Income $6,061,802

Other Revenue $-59,471

TOTAL REVENUE $16,480,021

Expense Breakdown

Grants Paid $14,078,112

Salaries & Benefits $2,349,728

Fundraising Expenses $657,715

Program Expenses $14,784,181

Other Expenses $808,619

TOTAL EXPENSES $17,236,459

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,480,021	$13,936,622	+0.2%
Expenses	$17,236,459	$15,284,401	+0.1%
Net Income	$-756,438	$-1,347,779	-0.4%

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

N/A

Volunteers

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

$690,980

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLELIA BIAMONTI PHD	EXECUTIVE DIRECTOR	40.00	Officer	$406,495	$35,322	$441,817
KIMBERLY MYLER	ASSIST. SECRETARY/DIR. FINANCE	40.00	Officer	$218,333	$30,830	$249,163
MARIANNE F DEVLIN	DIRECTOR	40.00	Highest	$199,786	$33,152	$232,938
EILEEN S WEISS	DIRECTOR	40.00	Highest	$170,188	$23,484	$193,672
KERRY MOWRY	DIRECTOR	40.00	Highest	$172,100	$21,314	$193,414
LORIE MCDONALD	DIRECTOR	40.00	Highest	$147,278	$0	$147,278
ELIZABETH PECK	CHAIR	1.00	Officer Director	$0	$0	$0
ERIC J SHICK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
FRANCIS I PERIER JR	TREASURER	1.00	Officer Director	$0	$0	$0
KARINA CALZADILLA	SECRETARY	1.00	Officer Director	$0	$0	$0
AKSHAY KAPOOR	TRUSTEE	1.00	Director	$0	$0	$0
BEV LUEHS	TRUSTEE	1.00	Director	$0	$0	$0
CANDICE STELLER	TRUSTEE	1.00	Director	$0	$0	$0
DEAN SERRATELLI	TRUSTEE	1.00	Director	$0	$0	$0
DINA SANTORO	TRUSTEE	1.00	Director	$0	$0	$0
GINA CHIARELLO	TRUSTEE	1.00	Director	$0	$0	$0
HAKAN ERDAMAR	TRUSTEE	1.00	Director	$0	$0	$0
HUMA MIRZA DDS	TRUSTEE	1.00	Director	$0	$0	$0
JACK MANN	TRUSTEE	1.00	Director	$0	$0	$0
KISHORE BALLAL	TRUSTEE	1.00	Director	$0	$0	$0
LINDA WALKER	TRUSTEE	1.00	Director	$0	$0	$0
MAGGIE HARIRI	TRUSTEE	1.00	Director	$0	$0	$0
MARC MANDEL MD	TRUSTEE	1.00	Director	$0	$0	$0
MERI BARER	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL A KATZ ESQ	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL WEINRAUCH MD	TRUSTEE	1.00	Director	$0	$0	$0
MUHAMMAD FETEIHA MD	TRUSTEE	1.00	Director	$0	$0	$0
NEIL WEIDNER	TRUSTEE	1.00	Director	$0	$0	$0
PRADIPTO BAGCHI	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD ROSEN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD SCHRADER	TRUSTEE	1.00	Director	$0	$0	$0
S COLIN NEILL	TRUSTEE	1.00	Director	$0	$0	$0
SAMANTHA POZNER MD	TRUSTEE	1.00	Director	$0	$0	$0
SIEN AVALOS	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS VARKEY	TRUSTEE	1.00	Director	$0	$0	$0
VINCENT URSINO JR	TRUSTEE	1.00	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	$16,480,021	$17,236,459	$139,874,424	$-756,438
2024	$13,936,622	$15,284,401	$133,877,372	$-1,347,779
2023	$14,781,962	$13,358,037	$128,364,524	$1,423,925
2022	$22,064,217	$16,953,754	$124,262,093	$5,110,463
2021	$14,285,921	$7,868,523	$135,155,981	$6,417,398
2020	$18,067,541	$6,562,549	$106,810,736	$11,504,992
2019	$17,010,409	$9,650,877	$102,239,900	$7,359,532
2018	$11,218,313	$6,037,420	$94,547,275	$5,180,893

OVERLOOK FOUNDATION