Nonprofit · EIN 20-5385139
ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC
Tax-exempt · WICHITA, KS 67220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $28,269,226 | $30,540,868 | -$2,271,642 | $136,335,144 | $239,753,314 | -$103,418,170 |
| June 30, 2024 | 990 | $24,968,974 | $28,547,254 | -$3,578,280 | $138,268,928 | $237,592,792 | -$99,323,864 |
| June 30, 2023 | 990 | $22,119,389 | $27,795,974 | -$5,676,585 | $137,225,570 | $234,116,553 | -$96,890,983 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,922
- Program service revenue
- $26,748,615
- Investment income
- $1,490,559
- Net rental income
- $3,142
- Net gain from sales of assets
- $2,749
- Other revenue
- $15,130
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $7,969,415
- Salaries, compensation and benefits (total)
- $9,269,014
- Professional fundraising fees
- $0
- Legal fees
- $19,598
- Accounting fees
- $67,359
- Occupancy
- $2,873,778
- Travel
- $14,593
- Depreciation
- $4,133,234
- Program services (functional)
- $24,204,888
- Management and general (functional)
- $6,335,980
Balance sheet and other
- Total assets, start of year
- $138,268,928
- Total assets, end of year
- $136,335,144
- Total liabilities, end of year
- $239,753,314
- Net assets, end of year
- -$103,418,170
- Land, buildings and equipment
- $94,617,463
- Publicly traded securities
- $23,708,030
- Net assets without donor restrictions
- -$103,433,935
- Net assets with donor restrictions
- $15,765
- Gross receipts
- $28,269,477
- Employees
- 365
- Volunteers
- 86
- Year formed
- 2006
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE H SHOGREN | PRESIDENT/CEO Officer | 5 | $0 | $402,426 | $41,543 |
| WILLIAM H TAYLOR | CHIEF OPERATING OFFICER Officer | 5 | $0 | $250,734 | $25,043 |
| MELANIE OWENS | CFO/TREASURER Officer | 5 | $0 | $252,648 | $20,446 |
| JOAN MILLER | ASST. TREASURER/CONTROLLER Officer | 5 | $0 | $144,548 | $16,143 |
| SHERRY K HIND | CORPORATE SECRETARY Officer | 5 | $0 | $147,578 | $11,243 |
| ANTHONY ALTOBELLA | HEALTH SERVICES ADMINISTRATOR Highest-paid employee | 40 | $139,931 | $0 | $591 |
| BEATRIZ QUINN | SALES DIRECTOR Highest-paid employee | 40 | $119,638 | $0 | $0 |
| VALERIE BARNARD | ASSISTANT DIRECTOR OF NURSING Highest-paid employee | 40 | $113,285 | $0 | $0 |
| ABULIZI AMANGULI | REGISTERED NURSE SUPERVISOR Highest-paid employee | 40 | $109,609 | $0 | $0 |
| DAN F HARRIS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT S BONNEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GARY D BRENNECKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN GOODWIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NANCY DULING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA COOK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROB SCHENDEL | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE H SHOGREN | PRESIDENT/CEO Officer | 5 | $0 | $387,684 | $50,301 |
| WILLIAM H TAYLOR | CHIEF OPERATING OFFICER Officer | 5 | $0 | $244,818 | $26,301 |
| MELANIE OWENS | CFO/TREASURER Officer | 5 | $0 | $251,948 | $15,046 |
| SHERRY K HIND | CORPORATE SECRETARY Officer | 5 | $0 | $141,571 | $15,455 |
| JOAN MILLER | ASST. TREASURER/CONTROLLER Officer | 5 | $0 | $140,857 | $11,216 |
| ANTHONY ALTOBELLA | HEALTH SERVICES ADMINISTRATOR Highest-paid employee | 40 | $134,403 | $0 | $395 |
| VALERIE BARNARD | ASSISTANT DIRECTOR OF NURSING Highest-paid employee | 40 | $114,819 | $0 | $0 |
| DAN F HARRIS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT S BONNEY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AARON MORRISON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY D BRENNECKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN GOODWIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NANCY DULING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA COOK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB SCHENDEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRUCE H SHOGREN | PRESIDENT/CEO Officer | 5 | $0 | $390,715 | $22,266 |
| MELANIE OWENS | CFO/TREASURER Officer | 5 | $0 | $242,281 | $12,867 |
| WILLIAM H TAYLOR | CHIEF OPERATING OFFICER Officer | 5 | $0 | $235,457 | $17,166 |
| JOAN MILLER | ASST. TREASURER/CONTROLLER Officer | 5 | $0 | $136,192 | $15,354 |
| SHERRY K HIND | CORPORATE SECRETARY Officer | 5 | $0 | $133,048 | $9,443 |
| VALERIE BARNARD | ASSISTANT DIRECTOR OF NURSING Highest-paid employee | 40 | $116,094 | $0 | $0 |
| ANTHONY ALTOBELLA | HEALTH SERVICES ADMINISTRATOR Highest-paid employee | 40 | $111,019 | $0 | $784 |
| AARON MORRISON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY D BRENNECKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA COOK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN F HARRIS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN GOODWIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT S BONNEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NANCY DULING | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2414 N WOODLAWN BLVD, WICHITA, KS 67220-3902
- In care of
- % BRUCE H SHOGREN
- Principal officer (990 for 2024)
- BRUCE H SHOGREN, 2414 N WOODLAWN BLVD, WICHITA, KS 67220
- Signed the 990
- MELANIE OWENS, CFO
- Phone
- (316) 685-1100
- Website
- WWW.ABERDEENSENIORLIVING.COM
- Return prepared by
- Forvis Mazars LLP
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.
Program accomplishments
- 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.Expenses $24,204,888 · revenue $26,748,615
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5385139
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $136,335,144
- Income (IRS master file)
- $28,269,477
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $28,269,226 | $30,540,868 | $136,335,144 | IRS |
| 990 | June 2024 | $24,968,974 | $28,547,254 | $138,268,928 | IRS |
| 990 | June 2023 | $22,119,389 | $27,795,974 | $137,225,570 | XML |
| 990 | June 2022 | $21,888,094 | $26,593,280 | $140,201,220 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5385139).
Questions about ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC
- What is the EIN of ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC?
- The employer identification number (EIN) of ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC is 20-5385139.
- Is ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC?
- The 990 for the year ended June 30, 2025 names BRUCE H SHOGREN.
- Who are the officers and directors of ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 4 received compensation from the organization.
- How much revenue does ASHFIELD ACTIVE LIVING AND WELLNESS COMMUNITIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $28,269,226, expenses of $30,540,868 and total assets of $136,335,144 at year end.
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