2025-12-11T11:54:45-06:00 2025-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2024-07-01 942596075 ASTER AGING INC (FKA EAST VALLEY ADULT RESOURCES INC) ASTE 4809649014 45 WEST UNIVERSITY SUITE A MESA AZ 852015831 DEBORAH B SCHAUS CEO 4809649014 2025-11-14 1 0 KELLY L MELTZER CPA P00633511 5203214600 2025-11-14 2024 2025-03-06 01:10:19Z DEBORAH B SCHAUS 45 WEST UNIVERSITY SUITE A MESA AZ 852015831 3509754 0 X ASTERAZ.ORG X 1979 AZ EMPOWER AND SUPPORT EAST VALLEY OLDER ADULTS AND THEIR FAMILIES TO REMAIN INDEPENDENT AND ENGAGED 15 15 76 322 8300 4484 1810087 2111736 619931 639707 106870 285445 634461 101174 3171349 3138062 0 0 0 0 2172419 2109749 0 0 15882 1521400 1468565 3693819 3578314 -522470 -440252 2378805 4908133 222575 827173 2156230 4080960 X ASTER'S MISSION IS TO EMPOWER AND SUPPORT EAST VALLEY OLDER ADULTS AND THEIR FAMILIES TO REMAIN INDEPENDENT AND ENGAGED IN OUR COMMUNITIES. IN ALIGNMENT WITH THIS MISSION, ASTER SERVED OVER 7,600 UNDUPLICATED INDIVIDUALS THROUGH MORE THAN 190,000 SERVICE CONTACTS IN FY-25. 0 0 1229970 86294 THE MEALS ON WHEELS PROGRAM OFFERS NUTRITIOUS MEALS FOR ISOLATED HOMEBOUND OLDER OR DISABLED ADULTS, COUPLED WITH ESSENTIAL WELLNESS CHECKS. ALMOST 1,000 UNDUPLICATED INDIVIDUALS WERE SERVED THROUGH MORE THAN 112,000 MEALS AND WELLNESS CHECKS. 1037523 52043 CENTER-BASED SERVICES ARE PROVIDED AT MESA DOWNTOWN AND RED MOUNTAIN SENIOR CENTERS. ENGAGEMENT IS REBOUNDING FOLLOWING THE CLOSURE OF GROUP ACTIVITIES FOR OVER TWO YEARS FROM THE STATE OF THE PANDEMIC. SERVICES AND ACTIVITIES INCLUDE: CONGREGATE MEALS, WELLNESS SUPPORT, EDUCATION AND SOCIAL ACTIVITIES. OVER 2,500 UNDUPLICATED INDIVIDUALS WERE SERVED THROUGH MORE THAN 27,000 CONGREGATE MEALS AND 3,112 ACTIVITIES WITH 38,866 PARTICIPANT CONTACTS. 422222 39551 THE OUTREACH & SOCIAL SERVICES PROGRAM ASSISTS OLDER ADULTS AND THEIR FAMILIES IN NAVIGATING AND ACCESSING NEEDED SOCIAL SERVICES, BENEFITS, AND HEALTH RESOURCES. THE NEED FOR SERVICE HAS CONTINUED TO INCREASE. ALMOST 3,900 UNDUPLICATED INDIVIDUALS WERE ASSISTED WITH APPROXIMATELY 7,100 RESOURCE NAVIGATION CONTACTS. 1,151 APPLICATIONS WERE SUBMITTED FOR ESSENTIAL BENEFITS FOR SENIORS STRUGGLING ON LOW FIXED INCOMES THROUGH ASTER'S NATIONAL COUNCIL ON AGING BENEFITS ENROLLMENT CENTER. 699021 532581 IN-HOME SUPPORT ASSISTED OVER 200 HOMEBOUND SENIORS WITH ALMOST 4,000 HOURS OF ASSISTANCE. NEIGHBORS PROGRAM VOLUNTEERS PROVIDED ASSISTED TRANSPORTATION, COMPANIONSHIP, RESPITE, AND PET SUPPORT, WHILE HOME CARE AIDES ASSISTED WITH HOUSEKEEPING AND PERSONAL CARE. COLLABORATIVE PROGRAMS ENABLE ASTER TO PARTNER WITH OTHER ORGANIZATIONS TO PROVIDE QUALITY SERVICES. FY-25 CONTACTS INCLUDED ASSISTANCE TO RESIDENTS OF INDEPENDENT LIVING COMMUNITIES, THE PROVISION OF CATERED MEALS FOR NEIGHBORING SENIOR NUTRITION PROGRAMS, AND THE COLLABORATIVE PROVISION OF THE EAST VALLEY SENIOR HOME SHARING PROGRAM. 699021 532581 3388736 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 16 0 1 76 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X DEBORAH B SCHAUS 4809649014 45 WEST UNIVERSITY SUITE A MESA AZ 852015831 DEBORAH SCHAUS CEO 40.00 X 140005 0 7901 KATHY ABERNATHY DIRECTOR 1.00 X 0 0 0 DR BOBBI BOGES DIRECTOR 1.00 X 0 0 0 SUSAN BURCHILL DIRECTOR 1.00 X 0 0 0 MICHAEL FLEMING DIRECTOR 1.00 X 0 0 0 SHON HATA DIRECTOR 1.00 X 0 0 0 CURTIS JACOBS DIRECTOR 1.00 X 0 0 0 SEAN LUNNY DIRECTOR 1.00 X 0 0 0 JACLYN MALAMITSAS DIRECTOR 1.00 X 0 0 0 TONY MARGALIS DIRECTOR 1.00 X 0 0 0 CHRIS RHODES DIRECTOR 1.00 X 0 0 0 OTTO SHILL DIRECTOR 1.00 X 0 0 0 BOB WHITE DIRECTOR 1.00 X 0 0 0 STEVEN WOLINSKY DIRECTOR 1.00 X 0 0 0 BOB DOWD CHAIR 1.00 X X 0 0 0 ANTHONY CALI VICE CHAIR 1.00 X X 0 0 0 SUE ANN PERKINSON TREASURER 1.00 X X 0 0 0 JUSTIN CLAMAGE SECRETARY 1.00 X X 0 0 0 140005 0 7901 1 0 0 0 0 41000 32740 1518391 519605 62637 2111736 SERVICE AGREEMENTS 624200 494227 494227 CLIENT PROGRAM FEES 624200 137180 137180 ADVERTISING 541800 8300 8300 639707 34690 34690 604131 353376 250755 250755 250755 32607 32740 15476 17131 17131 7821 2840 4981 4981 DISCOVERY POINT PARTNE 624200 73589 73589 OTHER REVENUE 624200 5473 5473 79062 3138062 710469 8300 307557 144760 136217 4343 4200 1670145 1617878 48465 3802 6786 6054 688 44 129660 124588 4414 658 158398 154465 3215 718 33375 33375 7219 7219 168290 163745 4260 285 3350 2478 872 158325 125907 27882 4536 24222 12159 11068 995 933 933 126221 123571 2192 458 3272 3247 25 11264 11264 72708 68338 4370 38388 32828 5560 FOOD & KITCHEN 815350 815164 186 EXCISE TAXES 3551 3551 EQUIPMENT & REPAIRS 2097 2097 3578314 3388736 173696 15882 179529 93590 45650 87971 159728 219308 44599 44422 2499 1525 47293 13439 872287 522423 255998 349864 1154545 1125018 47972 2626980 440992 346016 2378805 4908133 204662 246205 17913 294623 286345 222575 827173 X 668103 2650221 1488127 1430739 2156230 4080960 2378805 4908133 X -440252 -164531 -189000 2718513 X 0 1 X 1 1 1 X 2128588 2240819 1978550 1810087 2111736 10269780 1255195 1512674 1512672 1512672 1549276 7342489 3383783 3753493 3491222 3322759 3661012 17612269 785670 16826599 562499 193422 139143 36927 34690 966681 6374 3982 26596 36952 18615902 2745083 0.90390 0.89290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1168225 112790 80001 1201014 1345031 123194 300000 1168225 1250823 94208 1345031 1425247 -174424 1250823 1204370 270877 50000 1425247 0.93775 0.06225 0 0 664920 427289 237631 207367 95134 112233 349864 2626980 F 2626980 ERC RECEIVABLE 321016 DUE FROM RELATED PARTY 25000 346016 X PART V, LINE 4: ENDOWMENT FUNDS HELD IN PERPETUITY ARE THOSE GIVEN TO THE ORGANIZATION WITH A DONOR IMPOSED RESTRICTION THAT THE FUNDS ARE NOT TO BE EXPENDED BUT ARE TO BE INVESTED FOR THE PURPOSE OF GENERATING INVESTMENT INCOME (AS DEFINED BY EACH GIFT INSTRUMENT) FOR THE SUPPORT OF THE ORGANIZATION. THE PRINCIPAL OF THE FUNDS IS TO BE MAINTAINED IN PERPETUITY. THE DONOR MAY PLACE RESTRICTIONS ON THE PURPOSE(S) FOR WHICH THE INVESTMENT INCOME MAY BE EXPENDED. THE ORGANIZATION'S GOVERNING BODY HAS A FIDUCIARY RESPONSIBILITY TO COMPLY WITH THE RESTRICTIONS IMPOSED BY THE DONORS ON THESE FUNDS. PART X, LINE 2: ASC 740 FOOTNOTE FROM FINANCIAL STATEMENTS: ASTER IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(1). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO ASTER'S TAX EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. FOR THE YEAR ENDED JUNE 30, 2025, ASTER DID NOT HAVE ANY SIGNIFICANT TAXABLE UNRELATED BUSINESS INCOME, THEREFORE THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS CONTAIN NO PROVISION FOR INCOME TAXES FOR ASTER. FOREVER ASTER 34285 32740 1545 1336 3263 SPRING EXPO 16110 16110 58 373 1 14952 14952 10230 216 65347 32740 32607 10230 1610 3636 15476 17131 X 5183 FMV X 19371 33740 FMV X 3 280 FMV X HOLIDAY HELPERS 26 12893 FMV X PET FOOD/SUPPLIES 17 8481 FMV X KITCHEN PERMITS - COUNTY 1 2060 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED AT PART I, LINE 19, COLUMN (B) IS THE NUMBER OF POUNDS OF FOOD INVENTORY RECEIVED. THE NUMBERS REPORTED AT PART I, LINES 25 AND 26 AND 27, COLUMN (B) ARE THE NUMBERS OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6, VOLUNTEERS: A TOTAL OF 322 UNDUPLICATED VOLUNTEERS SERVED 20,075 HOURS IN FY-25. VOLUNTEER RECORDS, INCLUDING SERVICE HOURS, ARE MAINTAINED BY THE PROGRAM IN WHICH THE VOLUNTEER SERVES. IN FY-25, VOLUNTEERS WERE PRIMARILY ENGAGED IN CENTER BASED SERVICES, IN ROLES THAT INCLUDED FRONT DESK, CAFE, DINING ROOM, AND ACTIVITIES. VOLUNTEERS ALSO SERVE IN THE NEIGHBORS PROGRAM, PROVIDING COMPANIONSHIP AND ASSISTED TRANSPORTATION FOR MEDICAL APPOINTMENTS AND GROCERY SHOPPING AND ASSISTED IN MEALS ON WHEELS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA AND A DRAFT IS PROVIDED TO THE BUDGET AND FINANCE COMMITTEE. THE BUDGET AND FINANCE COMMITTEE REVIEWS THE FORM 990 AND THEN PROVIDES IT TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND ACCEPTANCE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ASTER AGING, INC. HAS AN ETHICS POLICY WHICH REQUIRES DISCLOSURE OF ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST BY EACH BOARD MEMBER, EMPLOYEE, CONSULTANT, AND VOLUNTEER AS A CONDITION FOR SERVICE TO THE ORGANIZATION. IT IS THE RESPONSIBILITY OF BOARD MEMBERS, EMPLOYEES, CONSULTANTS, AND VOLUNTEERS TO DISCLOSE TO THE BEST OF THEIR ABILITY, ANY INTEREST, POTENTIAL CONFLICTS OF INTEREST OR SITUATIONS, WHICH MAY APPEAR TO BE CONFLICTS OF INTEREST FROM PAST, CURRENT, AND FUTURE DEALINGS. DISCLOSURES ARE TO BE MADE PRIOR TO BEGINNING SERVICE AND EVERY JULY 1ST THEREAFTER. EMPLOYEES ARE TO MAKE DISCLOSURES IN WRITING TO HUMAN RESOURCES, WHO, IN TURN, WILL BRING SUCH DISCLOSURES TO THE ATTENTION OF THE CEO FOR REVIEW AND RESOLUTION, WITH ADVISEMENT OF THE GOVERNANCE COMMITTEE AS NEEDED. THE CEO AND BOARD MEMBERS MAKE DISCLOSURES DIRECTLY TO THE GOVERNANCE COMMITTEE. ANY DISCLOSURE WILL BE EVALUATED BASED UPON THE PERSON'S POSITION WITH RESPECT TO DECISION-MAKING AUTHORITY AND THE POTENTIAL IMPACT TO THE ORGANIZATION. AS AN EXAMPLE, A BOARD MEMBER MAY NEED TO REFRAIN FROM VOTING IN MATTERS REFLECTING THEIR INTEREST DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 A FULL EVALUATION OF THE CEO IS CONDUCTED ON AN ANNUAL BASIS LED BY THE CURRENT BOARD CHAIRPERSON. THIS INCLUDES CURRENT RESEARCH DATA AND DISCUSSIONS WITH OTHER BOARD MEMBERS. SUPERVISORS EVALUATE EMPLOYEES AND THE CEO REVIEWS ALL EMPLOYEE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 ANY REQUESTS FOR GOVERNING DOCUMENTS CAN BE MADE TO THE ADMINISTRATION OFFICE AND WILL BE PROVIDED TO THE REQUESTING PARTY. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE INVESTMENTS ACCOUNTED FOR UNDER EQUITY METHOD 2,718,513. 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