HOSPICE OF THE NORTH COAST (EIN 953646269) - 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

1980

Legal Domicile

Principal Officer

ROBERT YARINA

Phone

7604314100

Tax Period

2023-10-01 to 2024-09-30

HOSPICE OF THE NORTH COAST, founded in 1980, is a mid-sized nonprofit in the Human Services sector that reported $20.4M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Expenses of $17.5M left a modest 14% surplus.

Mission

HOSPICE OF THE NORTH COAST PROVIDES COMPREHENSIVE, INDIVIDUALIZED CARE FOR THE TERMINALLY ILL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,143,939

Program Service Revenue $17,541,410

Investment Income $743,474

Other Revenue $-17,331

TOTAL REVENUE $20,411,492

Expense Breakdown

Grants Paid $86,688

Salaries & Benefits $12,798,432

Fundraising Expenses $253,157

Program Expenses $15,350,013

Other Expenses $4,632,753

TOTAL EXPENSES $17,517,873

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,411,492	$21,528,347	-0.1%
Expenses	$17,517,873	$16,227,638	+0.1%
Net Income	$2,893,619	$5,300,709	-0.5%

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

177

Volunteers

135

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

$427,771

Total Directors

Key Employees

$1,101,818

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON LUTZ	EXECUTIVE DIRECTOR	040.00	Officer	$394,326	$33,445	$427,771
CATHY GIBSON	DIRECTOR OF PATIENT CARE SERVICES	040.00	Key Emp	$238,199	$38,425	$276,624
LORI COOPER	DIRECTOR OF PARTNER RELATIONS	040.00	Key Emp	$223,929	$35,956	$259,885
RACHEL TIMMINS	DIRECTOR OF PACIFICA HOUSE	040.00	Key Emp	$177,189	$20,828	$198,017
JANET PECSAR	NURSE PRACTIONER	040.00	Highest	$175,330	$22,386	$197,716
ROBERT YARINA	CONTROLLER	040.00	Key Emp	$175,536	$18,906	$194,442
SHELLY DEW	DIRECTOR OF PHILANTHROPY	040.00	Key Emp	$143,085	$29,765	$172,850
JODIE MODELL	PATIENT CARE MANAGER	040.00	Highest	$145,901	$15,507	$161,408
ALMA NAUDI	REGISTERED NURSE	040.00	Highest	$133,322	$27,959	$161,281
DIANA PEIRCE	PATIENT CARE MANAGER	040.00	Highest	$147,826	$9,846	$157,672
DARCI ROGER-TRACY	REGISTERED NURSE	040.00	Highest	$125,156	$15,198	$140,354
CHUCK ATKINSON	BOARD MEMBER	001.00	Director	$0	$0	$0
LEE FARMER	BOARD MEMBER	001.00	Director	$0	$0	$0
LISA FRAZEE	BOARD MEMBER	001.00	Director	$0	$0	$0
MICHAEL LANDAU	BOARD MEMBER	001.00	Director	$0	$0	$0
JEFFREY LEACH	BOARD MEMBER	001.00	Director	$0	$0	$0
ANDY MAFFIA	BOARD MEMBER	001.00	Director	$0	$0	$0
LISA RODMAN	BOARD MEMBER	001.00	Director	$0	$0	$0
LEANN RYTZ	BOARD MEMBER	001.00	Director	$0	$0	$0
JONATHAN SCHWARTZ	BOARD MEMBER	001.00	Director	$0	$0	$0
FR DORAN STAMBAUGH	BOARD MEMBER	001.00	Director	$0	$0	$0
KATHY URBINA	BOARD MEMBER	001.00	Director	$0	$0	$0
LOIS MARTYNS	BOARD PRESIDENT	002.00	Officer	$0	$0	$0
STACY MAXA	BOARD TREASURER	002.00	Officer	$0	$0	$0
LESLIE BRUBAKER	BOARD SECRETARY	002.00	Officer	$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
2024	$20,411,492	$17,517,873	$34,227,625	$2,893,619
2023	$21,528,347	$16,227,638	$29,876,068	$5,300,709
2023	$21,535,633	$16,228,098	$29,591,754	$5,307,535
2022	$18,530,067	$13,996,141	$23,491,440	$4,533,926
2021	$15,530,475	$11,267,759	$21,847,790	$4,262,716
2020	$12,603,729	$9,886,373	$16,219,061	$2,717,356
2019	$10,980,637	$8,564,321	$13,620,343	$2,416,316
2018	$9,291,042	$7,730,064	$11,443,409	$1,560,978

HOSPICE OF THE NORTH COAST