NORTH SHORE SENIOR OPTIONS (EIN 823540215) - 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

2017

Legal Domicile

Principal Officer

LORI A RUDNICKI

Phone

8477846000

Tax Period

2021-07-01 to 2022-06-15

NORTH SHORE SENIOR OPTIONS, founded in 2017, is a small nonprofit that reported $512K in total revenue in fiscal year 2021. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

NORTH SHORE SENIOR OPTIONS PROVIDES OLDER ADULTS AND FAMILIES WITH OPTIONS TO IMPROVE SAFETY, WELL-BEING, AND THE QUALITY OF 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 (2021)

Revenue Breakdown

Contributions & Grants $355,498

Program Service Revenue $156,992

Investment Income $0

Other Revenue $0

TOTAL REVENUE $512,490

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $43,139

Program Expenses $417,112

Other Expenses $512,490

TOTAL EXPENSES $512,490

Year-over-Year Comparison

	2021	2020	Change
Revenue	$512,490	$425,917	+0.2%
Expenses	$512,490	$465,490	+0.1%
Net Income	$0	$-39,573	-1.0%

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

$150,060

Total Directors

$150,060

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LORI A RUDNICKI	PRESIDENT	10.00	Officer Director	$0	$0	$150,060
ROGER LUMPP	CHAIRMAN	2.00	Officer Director	$0	$0	$0
WILLIAM GOLDBERG	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DAVID MASTERS	TREASURER	2.00	Officer Director	$0	$0	$0
ALICE M KELLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
STUART SMITH	GENERAL COUNSEL	2.00	Officer Director	$0	$0	$0
JOAN GOLDER	PRESIDENT EMERITUS	2.00	Officer Director	$0	$0	$0
DAVID BARTH	DIRECTOR	1.00	Director	$0	$0	$0
DEWEY CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
RICK FISHER	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN MOHLING	DIRECTOR	1.00	Director	$0	$0	$0
MEAD MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR MUIR	DIRECTOR	1.00	Director	$0	$0	$0
LISA PETERS-BEUMER	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY REDDING	DIRECTOR	1.00	Director	$0	$0	$0
FRED SCHULZ	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE SLOTNICK	DIRECTOR	1.00	Director	$0	$0	$0
LOIS S WARE	DIRECTOR	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
2022	$512,490	$512,490	No data	No data
2021	$425,917	$465,490	$38,150	$-39,573
2020	$777,773	$784,559	$65,642	$-6,786
2019	$724,516	$732,190	$77,813	$-7,674

NORTH SHORE SENIOR OPTIONS