Aspen Adult Services Inc (EIN 874491231) - 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

2022

Legal Domicile

Principal Officer

Charles McKay

Tax Period

2023-01-01 to 2023-12-31

Aspen Adult Services Inc, founded in 2022, is a small nonprofit in the Employment sector that reported $873K in total revenue in fiscal year 2023. Expenses of $837K left a modest 4% surplus.

Mission

Aspen Adult Services creates the best lives for our clients and the people who serve them. The organization offers proactive and effective services to disabled Montanans with community excellence and integration as its goal.

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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 $18,966

Program Service Revenue $854,075

Investment Income $221

Other Revenue $0

TOTAL REVENUE $873,262

Expense Breakdown

Grants Paid $552

Salaries & Benefits $667,572

Fundraising Expenses $5,443

Program Expenses $727,680

Other Expenses $169,177

TOTAL EXPENSES $837,301

Year-over-Year Comparison

	2023	2022	Change
Revenue	$873,262	N/A	N/A
Expenses	$837,301	N/A	N/A
Net Income	$35,961	N/A	N/A

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

$50,440

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles McKay	Executive Director	40.00	Officer	$50,440	$0	$50,440
Dennis OReilly	Director	0.00	Director	$0	$0	$0
Sandee Sept	Director	0.00	Director	$0	$0	$0
Mike Strekall	Director	0.00	Director	$0	$0	$0
Jennifer Bagley	Secretary	0.00	Officer Director	$0	$0	$0
Brigitte Bellefluer	Treasurer	0.00	Officer 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
2024	No data	No data	No data	No data
2023	$873,262	$837,301	$59,522	$35,961

Aspen Adult Services Inc