ASHE SERVICES FOR AGING INC (EIN 591762020) - 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

1977

Legal Domicile

Principal Officer

PATRICIA CALLOWAY

Phone

3362462461

Tax Period

2024-07-01 to 2025-06-30

ASHE SERVICES FOR AGING INC, founded in 1977, is a community nonprofit in the Human Services sector that reported $5.5M in total revenue in fiscal year 2024. Expenses of $6.1M exceeded revenue, resulting in a 12% operating deficit.

Mission

CONNECTING PEOPLE, EMBRACING CHALLENGES, AND ENRICHING LIVES...FROM GENERATION TO GENERATION.

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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 $1,280,569

Program Service Revenue $4,102,548

Investment Income $1,899

Other Revenue $117,224

TOTAL REVENUE $5,502,240

Expense Breakdown

Grants Paid $68,020

Salaries & Benefits $4,500,513

Fundraising Expenses $0

Program Expenses $5,407,821

Other Expenses $1,573,606

TOTAL EXPENSES $6,142,139

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,502,240	$5,636,817	0.0%
Expenses	$6,142,139	$5,797,475	+0.1%
Net Income	$-639,899	$-160,658	+3.0%

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

174

Volunteers

170

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

$151,408

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT CONSIDINE	DIRECTOR	0.40	Director	$0	$0	$0
JULIE LANDRY	DIRECTOR	0.40	Director	$0	$0	$0
JUDY DAVIS	TREASURER	1.40	Officer Director	$0	$0	$0
JOY MCCLURE	SECRETARY	1.40	Officer Director	$0	$0	$0
TOMMY MCCLURE	VICE CHAIR	1.40	Officer Director	$0	$0	$0
JOE THORE	DIRECTOR	0.40	Director	$0	$0	$0
DAN MCMILLIAN	DIRECTOR	1.40	Director	$0	$0	$0
BETH SHELTON	DIRECTOR	0.40	Director	$0	$0	$0
DICK MCPHATTER	DIRECTOR	0.40	Director	$0	$0	$0
NANCY REEVES	DIRECTOR	0.40	Director	$0	$0	$0
CAROLYN GOODMAN	DIRECTOR	0.40	Director	$0	$0	$0
RICHARD BLACKBURN	DIRECTOR THRU 5/2025	1.40	Officer Director	$0	$0	$0
PATRICIA CALLOWAY	EXECUTIVE DIRECTOR	39.00	Officer	$70,328	$6,350	$76,678
MARY OWEN	FINANCE DIRECTOR	39.00	Officer	$73,417	$1,313	$74,730

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	$5,502,240	$6,142,139	$762,473	$-639,899
2024	No data	No data	No data	No data
2023	$4,882,966	$5,779,194	$1,276,176	$-896,228
2022	$5,511,761	$5,285,249	$1,369,572	$226,512
2021	$4,923,445	$4,812,694	$1,747,202	$110,751
2020	$5,076,262	$5,055,032	$1,614,305	$21,230
2019	$5,159,739	$4,977,754	$1,099,565	$181,985
2018	$5,155,849	$5,123,293	$956,892	$32,556

ASHE SERVICES FOR AGING INC