ASHTON MEMORIAL INC (EIN 820225230) - 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

1950

Legal Domicile

Principal Officer

SHON SHULDBERG

Phone

2086527461

Tax Period

2024-12-01 to 2025-11-30

ASHTON MEMORIAL INC, founded in 1950, is a community nonprofit that reported $7.0M in total revenue in fiscal year 2024. Expenses of $6.5M left a modest 6% surplus.

Mission

THE MISSION OF ASHTON MEMORIAL, INC. IS TO ENSURE QUALITY CARE, TO SUPPORT AND ENHANCE THE LIVES OF INDIVIDUALS FACING PHYSICAL, BEHAVIORAL, OR MENTAL CHALLENGES, WHETHER YOUTH OR ADULTS, BY PROVIDING A SAFE AND CARING ENVIRONMENT WITH PROPERLY TRAINED AND QUALIFIED PERSONNEL.

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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 $461,532

Program Service Revenue $6,403,433

Investment Income $99,521

Other Revenue $0

TOTAL REVENUE $6,964,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,677,168

Fundraising Expenses $0

Program Expenses $5,956,427

Other Expenses $2,866,942

TOTAL EXPENSES $6,544,110

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,964,486	$6,957,850	+0.0%
Expenses	$6,544,110	$6,755,207	0.0%
Net Income	$420,376	$202,643	+1.1%

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

118

Volunteers

N/A

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

$108,698

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHON SHULDBERG	ADMINISTRATO	40.00	Officer	$108,698	$0	$108,698
GARTH BLANCHARD	BOARD CHAIRM	1.00	Officer Director	$0	$0	$0
MIKE DAVIDSON	BOARD VICE C	1.00	Director	$0	$0	$0
ROGER DAVIES	BOARD MEMBER	1.00	Director	$0	$0	$0
NATHAN GUNNELL	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM STRONKS	BOARD MEMBER	1.00	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	$6,964,486	$6,544,110	$6,023,030	$420,376
2024	$6,957,850	$6,755,207	$5,704,489	$202,643
2023	$5,743,733	$6,330,020	$5,693,314	$-586,287
2022	$5,766,696	$6,349,971	$6,352,067	$-583,275
2021	$5,677,566	$5,849,352	$6,782,969	$-171,786
2020	$6,583,389	$5,576,222	$7,036,379	$1,007,167
2019	$5,563,882	$5,572,891	$6,072,615	$-9,009
2018	$5,526,552	$5,393,062	$6,172,078	$133,490

ASHTON MEMORIAL INC