Ashfield Active Living and Wellness Communities Inc
Nonprofit profile at a glance
- EIN
- 205385139
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Wichita, KS, USA
- Phone
- 3166851100
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Senior Citizens' Housing/Retirement Communities
- Affiliation
- Christianity
Reported finances
- Revenue
- $28,269,226
- Expenses
- $30,540,868
- Assets
- $136,335,144
- Liabilities
- $239,753,314
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- BRUCE H SHOGREN (PRESIDENT/CEO)
Highest reported compensation
- BRUCE H SHOGREN (PRESIDENT/CEO): $443,969 total reported compensation
- WILLIAM H TAYLOR (CHIEF OPERATING OFFICER): $275,777 total reported compensation
- MELANIE OWENS (CFO/TREASURER): $273,094 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide quality active senior living and health care within a christian-based community through a continuum of service founded upon the values of respect, dignity and independence.
What it reported doing in 2024
Operation of a senior living and care community in Missouri which provides services to satisfy three basic needs of elderly persons, including housing, health care, and financial security. Housing needs are met by providing facilities that are specifically designed to meet a combination of physical, emotional, recreational and social needs of elderly persons. Health care needs are satisfied by offering a continuum of care which offers services for the future health care needs of residents on a single campus. Financial security is achieved by providing services at the lowest feasible cost. Included is the policy of maintaining in residence any person who outlives his or her ability to pay for the cost of residency through no fault of their own.
Operating model
- Revenue model
- Other-operating. 95% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 74
- Transparency & Controls: 64
- Accountability: 100
- Sustainability: 39
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 86.4%; rating input score 86
- Program expense ratio: 79.3%; rating input score 79
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -8%; rating input score 12; 12th percentile among comparable filings
- Total-asset coverage ratio: 4.46; rating input score 83; 83rd percentile among comparable filings
- Liabilities to assets ratio: 1.76; rating input score 2; 2nd percentile among comparable filings
- Officer compensation ratio: 2%; rating input score 77; 77th percentile among comparable filings
Growth
- Program expense growth: 2.2% per year; rating input score 100; 20th percentile among comparable filings
- Revenue growth: 8.4% per year; rating input score 100; 67th percentile among comparable filings
- Asset growth: -2.7% per year; rating input score 0; 5th percentile among comparable filings
Details
- Where the money goes: 86.4% of revenue deployed · 79.3% of spending went to programs
- Governance: 7 of 7 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $24.2M in reported program spending
- Leadership: top reported pay $444K · 16 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $2.4M reported
- Consistency: 35 of 35 current checks pass
- Schedules: 7 filed schedules · includes executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 4 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- High — Sustainability: Operating margin scored 12/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 2/100.