Ashby Village Inc (EIN 272174330) - 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

2014

Legal Domicile

Principal Officer

Andra Lichtenstein

Phone

5102049200

Tax Period

2024-07-01 to 2025-06-30

Ashby Village Inc, founded in 2014, is a small nonprofit in the Human Services sector that reported $918K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $812K left a modest 12% surplus.

Mission

To provide members over age 50 with the resources, referrals and services they need to age in their homes and in their communities.

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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 $601,633

Program Service Revenue $301,281

Investment Income $15,422

Other Revenue $0

TOTAL REVENUE $918,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $613,025

Fundraising Expenses $54,043

Program Expenses $641,516

Other Expenses $199,011

TOTAL EXPENSES $812,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$918,336	$772,995	+0.2%
Expenses	$812,036	$758,303	+0.1%
Net Income	$106,300	$14,692	+6.2%

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

Volunteers

246

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

$134,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beatrice Bab Freiberg	Exec Director	40.00	Officer	$134,950	$0	$134,950
Andra Lichtenstein	Chair	4.00	Officer Director	$0	$0	$0
Edwin Eng	Treasurer	4.00	Officer Director	$0	$0	$0
Susan Pierpoint	Secretary	4.00	Officer Director	$0	$0	$0
Ina Bendich	Director	2.00	Director	$0	$0	$0
Sophia Chen	Director	2.00	Director	$0	$0	$0
Jan Corazza	Director	2.00	Director	$0	$0	$0
Joseph Evinger	Director	2.00	Director	$0	$0	$0
Julie Freestone	Director	2.00	Director	$0	$0	$0
Bryan Ricks	Director	2.00	Director	$0	$0	$0
Mike Webb	Director	2.00	Director	$0	$0	$0
Diane Wong	Director	2.00	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	$918,336	$812,036	$807,644	$106,300
2024	$772,995	$758,303	$706,212	$14,692
2023	$566,921	$709,397	$677,120	$-142,476
2022	$744,496	$741,727	$700,963	$2,769
2021	$883,698	$586,021	$699,591	$297,677
2020	$675,282	$677,633	$438,262	$-2,351
2019	$574,609	$591,172	$400,095	$-16,563
2018	$576,037	$521,038	$406,121	$54,999

Ashby Village Inc