2024-12-16T12:40:45-06:00 2024-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2023-07-01 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 2024-12-12 1 1 KELLY L MELTZER CPA P00633511 5203214600 2024-12-12 2023 2024-10-15 13:58:12Z DEBORAH B SCHAUS 45 WEST UNIVERSITY SUITE A MESA AZ 852015831 3370882 0 X ASTERAZ.ORG X 1979 AZ EMPOWER AND SUPPORT EAST VALLEY OLDER ADULTS AND THEIR FAMILIES TO REMAIN INDEPENDENT AND ENGAGED 15 15 89 374 11575 3670 1978550 1810087 595124 619931 99785 106870 206873 634461 2880332 3171349 0 0 0 0 2004936 2172419 0 0 59508 1566576 1521400 3571512 3693819 -691180 -522470 2890755 2378805 176535 222575 2714220 2156230 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 7,500 UNDUPLICATED INDIVIDUALS THROUGH MORE THAN 185,000 SERVICE CONTACTS IN FY-24. 0 0 1252923 292508 THE MEALS ON WHEELS PROGRAM OFFERS NUTRITIOUS MEALS FOR ISOLATED HOMEBOUND OLDER OR DISABLED ADULTS, COUPLED WITH ESSENTIAL WELLNESS CHECKS. OVER 1,000 UNDUPLICATED INDIVIDUALS WERE SERVED THROUGH MORE THAN 115,000 MEALS AND WELLNESS CHECKS. 905107 190223 CENTER-BASED SERVICES ARE PROVIDED AT MESA DOWNTOWN AND RED MOUNTAIN SENIOR CENTERS, WHICH WERE FULLY REOPENED IN JULY 2022 AFTER PANDEMIC RELATED LIMITATIONS. SERVICES AND ACTIVITIES INCLUDE: CONGREGATE MEALS, WELLNESS SUPPORT, EDUCATION AND SOCIAL ACTIVITIES. OVER 2,400 UNDUPLICATED INDIVIDUALS WERE SERVED THROUGH MORE THAN 21,000 CONGREGATE MEALS AND 3,059 ACTIVITIES WITH 35,848 PARTICIPANT CONTACTS. 390047 147328 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. OVER 3,955 UNDUPLICATED INDIVIDUALS WERE ASSISTED WITH MORE THAN 8,266 SERVICE CONTACTS. 751396 612758 COLLABORATIVE PROGRAMS ENABLED ASTER TO PROVIDE ELEMENTS OF QUALITY CORE PROGRAMS IN PARTNERSHIP WITH OTHER ORGANIZATIONS. FY-24 CONTRACTS INCLUDED THE PROVISION OF CENTER-BASED SERVICES AND OUTREACH AT INDEPENDENT LIVING COMMUNITIES (DISCOVERY POINT AND ENCORE), THE PROVISION OF NUTRITIOUS CATERED MEALS FOR NEIGHBORING SENIOR PROGRAMS (TEMPE COMMUNITY ACTION AGENCY), AND THE DEVELOPMENT OF A NEW COLLABORATIVE PROGRAM, EAST VALLEY SENIOR HOME SHARING.IN-HOME SUPPORT ASSISTS HOMEBOUND INDIVIDUALS WITH COMPANIONSHIP, RESPITE, ASSISTED TRANSPORTATION, PERSONAL CARE, HOUSEKEEPING, AND PET SUPPORT THROUGH CARING VOLUNTEERS AND CERTIFIED HOME CARE AIDES. OVER 195 UNDUPLICATED INDIVIDUALS WERE SERVED THROUGH MORE THAN 4,000 HOURS OF SUPPORT. 751396 612758 3299473 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 17 0 1 89 1 1 1 0 0 0 0 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 137312 0 7316 KATHY ABERNATHY DIRECTOR 1.00 X 0 0 0 SUSAN BURCHILL DIRECTOR 1.00 X 0 0 0 ANTHONY CALI DIRECTOR 1.00 X 0 0 0 JUSTIN CLAMAGE DIRECTOR 1.00 X 0 0 0 MICHAEL FLEMING 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 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 NATE MARSHALL VICE CHAIR 1.00 X X 0 0 0 JEFF COOLEY TREASURER 1.00 X X 0 0 0 SUE ANN PERKINSON SECRETARY 1.00 X X 0 0 0 137312 0 7316 1 0 0 0 0 20000 1388807 401280 54024 1810087 SERVICE AGREEMENTS 624200 490071 490071 CLIENT PROGRAM FEES 624200 118285 118285 ADVERTISING 541800 11575 11575 619931 36927 36927 269476 199533 69943 69943 69943 EMPLOYEE RETENTION CRE 624200 440992 440992 DISCOVERY POINT PARTNE 624200 148958 148958 OTHER REVENUE 624200 44511 44511 634461 3171349 1242817 11575 106870 147277 138500 4418 4359 1731580 1580616 121774 29190 4684 4089 595 127480 110857 16623 161398 147232 9509 4657 885 885 69149 714 68435 14957 14957 178153 161132 16723 298 16273 51 3099 13123 179971 142364 32618 4989 30628 3747 26300 581 2625 397 2228 156961 156152 617 192 5316 2962 2354 69279 62212 7067 21022 19742 1280 FOOD & KITCHEN 762632 757126 3387 2119 EQUIPMENT & REPAIRS 11580 11580 EXCISE TAXES 1969 1969 3693819 3299473 334838 59508 181843 179529 567707 45650 423043 159728 46007 44599 2729 2499 25612 47293 705713 449715 325276 255998 1289238 1154545 29300 47972 0 440992 2890755 2378805 126085 204662 45802 17913 4648 0 176535 222575 X 760424 668103 1953796 1488127 2714220 2156230 2890755 2378805 X -522470 39213 -74733 X 0 1 X 1 1 1 X 1860625 2128588 2240819 1978550 1810087 10018669 1255189 1255195 1512674 1512672 1512672 7048402 3115814 3383783 3753493 3491222 3322759 17067071 793466 16273605 216672 562499 193422 139143 36927 1148663 6374 3982 10356 18226090 2034614 0.89290 0.89230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1345031 123194 300000 1168225 1250823 94208 1345031 1425247 -174424 1250823 1204370 270877 50000 1425247 1207208 1000 -3838 1204370 0.96410 0.03590 0 0 624047 368049 255998 81666 81666 0 255998 ERC RECEIVABLE 440992 440992 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: FIN 48 (ASC 740) FOOTNOTE FROM CONSOLIDATED 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 THE ASTER'S TAXEXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. FOR THE YEAR ENDED JUNE 30, 2024, ASTER DID NOT HAVE ANY TAXABLE UNRELATED BUSINESS INCOME, THEREFORE THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS CONTAIN NO PROVISION FOR INCOME TAXES FOR ASTER. MSCDP IS A C CORPORATION AND ITS TAXABLE INCOME IS SUBJECT TO FEDERAL AND STATE INCOME TAX. DEFERRED INCOME TAXES ARE PROVIDED FOR TEMPORARY DIFFERENCES RESULTING FROM CERTAIN ACCRUED EXPENSES THAT ARE DEDUCTIBLE ONLY WHEN PAID FOR INCOME TAX PURPOSES AND FOR NET OPERATING LOSS CARRYFORWARDS AVAILABLE TO OFFSET FUTURE TAXABLE INCOME. VALUATION ALLOWANCES ARE USED TO REDUCE DEFERRED TAX ASSETS TO THEIR ESTIMATED NET REALIZABLE VALUES WHEN MANAGEMENT DETERMINES ULTIMATE RECOVERY IS NOT PROBABLE. AT JUNE 30, 2024, MSCDP DID NOT HAVE ANY SIGNIFICANT DEFERRED TAX ASSETS OR LIABILITIES. X 4465 FMV X 15400 26658 FMV X HOLIDAY HELPERS 26 15505 FMV X PET FOOD/SUPPLIES 10 7396 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, COLUMN (B) ARE THE NUMBERS OF CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6, VOLUNTEERS: A TOTAL OF 374 UNDUPLICATED VOLUNTEERS SERVED 20,119 HOURS IN FY-24. VOLUNTEER RECORDS, INCLUDING SERVICE HOURS, ARE MAINTAINED BY THE PROGRAM IN WHICH THE VOLUNTEER SERVES. IN FY-24, 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. 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 -74,733. DISCOVERY POINT PARTNERS LLC PO BOX 476 EXCELSIOR MN 55331 454709229 INVESTMENT IN DISCOVERY POINT LIMITED PARTNERSHIP MN ASTER AGING INC RELATED 149659 1285177 0 1 0.50000 DISCOVERY POINT LIMITED PARTNERSHIP PO BOX 476 EXCELSIOR MN 55331 860785883 INVESTMENT IN RETIREMENT COMMUNITY MN N/A 0 0 MSCDP SERVICE CORPORATION 45 W UNIVERSITY STE A MESA AZ 85201 860794859 INVESTMENT IN DISCOVERY POINT LIMITED PARTNERSHIP AZ ASTER AGING INC C 140069 -755998 1.00000 1 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 1 0 1 DISCOVERY POINT PARTNERS LLC S 56250 DISTRIBUTIONS RECEIVED