NORTH COAST OPPORTUNITIES INC (EIN 941671958) - 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

1968

Legal Domicile

Principal Officer

ANNA ROZELSKI

Phone

7074673200

Tax Period

2024-07-01 to 2025-06-30

NORTH COAST OPPORTUNITIES INC, founded in 1968, is a mid-sized nonprofit in the Human Services sector that reported $38.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

WE EMPOWER PEOPLE TO TRANSFORM THEIR LIVES THROUGH OUR VITAL SERVICES, ACTING (CONTINUED ON SCH O)AS COMMUNITY LEADERS TO BUILD ECONOMIC JUSTICE AND WELL-BEING FOR ALL.

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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 $37,840,988

Program Service Revenue $503,339

Investment Income $16,226

Other Revenue $377,753

TOTAL REVENUE $38,738,306

Expense Breakdown

Grants Paid $846,552

Salaries & Benefits $15,870,915

Fundraising Expenses $0

Program Expenses $35,928,338

Other Expenses $22,810,718

TOTAL EXPENSES $39,528,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,738,306	$35,438,515	+0.1%
Expenses	$39,528,185	$35,244,612	+0.1%
Net Income	$-789,879	$193,903	-5.1%

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

307

Volunteers

1083

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

$665,834

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON KIMBALL-AUTH	CHAIR	3.00	Officer Director	$0	$0	$0
LISA JUDD	VICE CHAIR	3.00	Officer Director	$0	$0	$0
NEIL DAVIS	SECRETARY	3.00	Officer Director	$0	$0	$0
JEFF LUCAS	TREASURER	3.00	Officer Director	$0	$0	$0
JAKE BURGESS	BOARD MEMBER (THRU 09/24)	2.00	Director	$0	$0	$0
MARIA DAHLIN	BOARD MEMBER	3.00	Director	$0	$0	$0
DIANNA FACUNDO-PEREZ	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN GOLDSMITH	BOARD MEMBER (THRU 12/24)	3.00	Director	$0	$0	$0
CANDACE LOWE	BOARD MEMBER (THRU 07/24)	2.00	Director	$0	$0	$0
JOHN MCCOWEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JESSICA PYSKA	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBRA RAMIREZ	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEXANDER RICH	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID RIEMENSCHNIEDER	BOARD MEMBER	3.00	Director	$0	$0	$0
JEFF TYRRELL	BOARD MEMBER	3.00	Director	$0	$0	$0
PATTY BRUDER	CHIEF EXECUTIVE OFFICER (THRU 3/25)	40.00	Officer	$183,538	$9,640	$193,178
ANNA ROZELSKI	CHIEF FINANCIAL OFFICER	40.00	Officer	$143,882	$19,702	$163,584
SVETLANA TORRES	CHIEF PEOPLE OFFICER	40.00	Officer	$136,747	$18,955	$155,702
TIFFANY GIBSON	CHIEF COMMUNITY IMPACT OFFICER	40.00	Officer	$118,965	$16,164	$135,129
DAN MCINTIRE	CHIEF EXECUTIVE OFFICER (AS OF 11/24)	40.00	Officer	$18,225	$16	$18,241
MIRIAM MCNAMARA	PROGRAM DIRECTOR	40.00	Highest	$131,650	$19,676	$151,326
TERI SEDRICK	PROGRAM DIRECTOR	40.00	Highest	$131,136	$19,039	$150,175
NANCY POWER STONE	PROGRAM DIRECTOR	40.00	Highest	$120,315	$18,159	$138,474
MARIA PEREZ DE BAUTISTA	CHILDCARE SUBSIDY MANAGER	40.00	Highest	$116,311	$17,747	$134,058
NADINE DELAPO	GRANT ACCOUNTANT III	40.00	Highest	$111,940	$18,256	$130,196

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	$38,738,306	$39,528,185	$12,741,227	$-789,879
2024	No data	No data	No data	No data
2023	$34,210,419	$34,617,620	$17,421,344	$-407,201
2022	$30,699,549	$30,772,124	$25,991,478	$-72,575
2021	$30,878,388	$31,900,169	$10,489,333	$-1,021,781
2020	$27,331,731	$28,210,741	$11,627,861	$-879,010
2019	$25,975,255	$25,364,198	$8,259,873	$611,057
2018	$21,720,907	$21,589,101	$7,306,206	$131,806

NORTH COAST OPPORTUNITIES INC