ASHFIELD ACTIVE LIVING AND WELLNES… - Form 990 Financial Data

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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

2006

Legal Domicile

Phone

3166851100

Tax Period

2024-07-01 to 2025-06-30

ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC, founded in 2006, is a mid-sized nonprofit in the Housing & Shelter sector that reported $28.3M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE QUALITY ACTIVE SENIOR LIVING AND HEALTH CARE WITHIN A CHRISTIAN-BASED COMMUNITY THROUGH A CONTINUUM OF SERVICE FOUNDED UPON THE VALUES OF RESPECT, DIGNITY AND INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $24,204,888 Revenue: $26,748,615

OPERATION OF A SENIOR LIVING AND CARE COMMUNITY IN MISSOURI WHICH PROVIDES SERVICES TO SATISFY THREE BASIC NEEDS OF ELDERLY PERSONS, INCLUDING HOUSING, HEALTH CARE, AND FINANCIAL SECURITY. HOUSING...

OPERATION OF A SENIOR LIVING AND CARE COMMUNITY IN MISSOURI WHICH PROVIDES SERVICES TO SATISFY THREE BASIC NEEDS OF ELDERLY PERSONS, INCLUDING HOUSING, HEALTH CARE, AND FINANCIAL SECURITY. HOUSING NEEDS ARE MET BY PROVIDING FACILITIES THAT ARE SPECIFICALLY DESIGNED TO MEET A COMBINATION OF PHYSICAL, EMOTIONAL, RECREATIONAL AND SOCIAL NEEDS OF ELDERLY PERSONS. HEALTH CARE NEEDS ARE SATISFIED BY OFFERING A CONTINUUM OF CARE WHICH OFFERS SERVICES FOR THE FUTURE HEALTH CARE NEEDS OF RESIDENTS ON A SINGLE CAMPUS. FINANCIAL SECURITY IS ACHIEVED BY PROVIDING SERVICES AT THE LOWEST FEASIBLE COST. INCLUDED IS THE POLICY OF MAINTAINING IN RESIDENCE ANY PERSON WHO OUTLIVES HIS OR HER ABILITY TO PAY FOR THE COST OF RESIDENCY THROUGH NO FAULT OF THEIR OWN.

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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 $14,922

Program Service Revenue $26,748,615

Investment Income $1,490,559

Other Revenue $15,130

TOTAL REVENUE $28,269,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,269,014

Fundraising Expenses $0

Program Expenses $24,204,888

Other Expenses $21,271,854

TOTAL EXPENSES $30,540,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,269,226	$24,968,974	+0.1%
Expenses	$30,540,868	$28,547,254	+0.1%
Net Income	$-2,271,642	$-3,578,280	-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

365

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

$1,312,352

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN F HARRIS	CHAIR	1.0	Officer Director	$0	$0	$0
ROBERT S BONNEY	VICE CHAIR	1.0	Officer Director	$0	$0	$0
GARY D BRENNECKE	TRUSTEE	1.0	Director	$0	$0	$0
JOHN GOODWIN	TRUSTEE	1.0	Director	$0	$0	$0
NANCY DULING	TRUSTEE	1.0	Director	$0	$0	$0
PATRICIA COOK	TRUSTEE	1.0	Director	$0	$0	$0
ROB SCHENDEL	TRUSTEE	1.0	Director	$0	$0	$0
BRUCE H SHOGREN	PRESIDENT/CEO	5.0	Officer	$0	$41,543	$443,969
JOAN MILLER	ASST. TREASURER/CONTROLLER	5.0	Officer	$0	$16,143	$160,691
MELANIE OWENS	CFO/TREASURER	5.0	Officer	$0	$20,446	$273,094
SHERRY K HIND	CORPORATE SECRETARY	5.0	Officer	$0	$11,243	$158,821
WILLIAM H TAYLOR	CHIEF OPERATING OFFICER	5.0	Officer	$0	$25,043	$275,777
ABULIZI AMANGULI	REGISTERED NURSE SUPERVISOR	40.0	Highest	$109,609	$0	$109,609
ANTHONY ALTOBELLA	HEALTH SERVICES ADMINISTRATOR	40.0	Highest	$139,931	$591	$140,522
BEATRIZ QUINN	SALES DIRECTOR	40.0	Highest	$119,638	$0	$119,638
VALERIE BARNARD	ASSISTANT DIRECTOR OF NURSING	40.0	Highest	$113,285	$0	$113,285

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	$28,269,226	$30,540,868	$136,335,144	$-2,271,642
2024	No data	No data	No data	No data
2023	$22,119,389	$27,795,974	$137,225,570	$-5,676,585
2022	$21,888,094	$26,593,280	$140,201,220	$-4,705,186
2021	$27,107,556	$26,418,036	$146,263,664	$689,520
2020	$21,873,916	$25,341,345	$149,379,280	$-3,467,429
2019	$22,686,822	$24,735,457	$151,507,661	$-2,048,635
2018	$22,008,955	$25,038,906	$155,951,520	$-3,029,951

ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC