ASCEND SERVICES INC (EIN 390988532) - 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

1957

Legal Domicile

Principal Officer

KIM ROONEY

Phone

9206824663

Tax Period

2023-01-01 to 2023-12-31

ASCEND SERVICES INC, founded in 1957, is a community nonprofit in the Health Care sector that reported $4.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $955K, a strong 22% operating margin.

Mission

REHABILITATION OF INDIVIDUALS WITH DISABILITIES

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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 $297,371

Program Service Revenue $3,307,064

Investment Income $119,769

Other Revenue $569,201

TOTAL REVENUE $4,293,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,701,358

Fundraising Expenses $37,268

Program Expenses $2,251,809

Other Expenses $636,681

TOTAL EXPENSES $3,338,039

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,293,405	$3,886,699	+0.1%
Expenses	$3,338,039	$3,019,929	+0.1%
Net Income	$955,366	$866,770	+0.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURA FIELDING	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN DUDEK	BOARD MEMBER	1.00	Director	$0	$0	$0
SARA GREENWOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
STACEY MCDONELL	BOARD MEMBER	1.00	Director	$0	$0	$0
HALVOR HALVORSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH LYONS	BOARD MEMBER	1.00	Director	$0	$0	$0
ALISON PETRI	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WAGE	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM ROONEY	PRESIDENT	1.00	Officer	$0	$0	$0
MICHELE ZIARNIK	VICE PRESIDENT	1.00	Officer	$0	$0	$0
CHAD NAIDL	TREASURER	1.00	Officer	$0	$0	$0
SANDRA HARDRATH	SECRETARY	1.00	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	No data	No data	No data	No data
2023	$4,293,405	$3,338,039	$6,753,217	$955,366
2022	$3,886,699	$3,019,929	$5,837,850	$866,770
2021	$3,929,911	$2,596,076	$4,966,100	$1,333,835
2020	$3,403,458	$2,762,982	$3,529,575	$640,476
2019	$3,227,312	$3,064,796	$2,836,158	$162,516

ASCEND SERVICES INC