ABERDEEN RIDGE INC (EIN 472871995) - 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

2015

Legal Domicile

Phone

3166851100

Tax Period

2024-07-01 to 2025-06-30

ABERDEEN RIDGE INC, founded in 2015, is a community nonprofit in the Housing & Shelter sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 18671% from the prior year, signaling strong growth momentum. Expenses of $9.9M exceeded revenue, resulting in a 447% operating deficit.

Mission

TO PROVIDE QUALITY SENIOR INDEPENDENT LIVING AND ASSISTED LIVING / MEMORY CARE WITHIN A CHRISTIAN-BASED COMMUNITY.

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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 $6,198

Program Service Revenue $1,627,322

Investment Income $162,491

Other Revenue $10,281

TOTAL REVENUE $1,806,292

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,424,832

Fundraising Expenses $0

Program Expenses $3,857,560

Other Expenses $8,458,928

TOTAL EXPENSES $9,883,760

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,806,292	$9,623	+186.7%
Expenses	$9,883,760	$2,151,995	+3.6%
Net Income	$-8,077,468	$-2,142,372	+2.8%

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

$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
CHRISTINA AMMANN	SALES DIRECTOR	40.0	Highest	$126,489	$0	$126,489

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	$1,806,292	$9,883,760	$166,537,417	$-8,077,468
2024	$9,623	$2,151,995	$139,870,821	$-2,142,372
2023	$675	$1,807,905	$148,703,354	$-1,807,230
2022	$47,185	$1,420,778	$140,925,728	$-1,373,593
2021	$655	$2,007,293	$11,993,486	$-2,006,638

ABERDEEN RIDGE INC