ASPEN ACADEMY (EIN 261305369) - 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

2007

Legal Domicile

Principal Officer

ERIC SANDBERG

Phone

9522265940

Tax Period

2024-07-01 to 2025-06-30

ASPEN ACADEMY, founded in 2007, is a community nonprofit in the Education sector that reported $9.4M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE STUDENTS WITH A WELL-ROUNDED AND CORE KNOWLEDGE-BASED EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $9,114,373

Program Service Revenue $234,971

Investment Income $57

Other Revenue $44,681

TOTAL REVENUE $9,394,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,367,511

Fundraising Expenses $0

Program Expenses $8,259,550

Other Expenses $3,879,518

TOTAL EXPENSES $9,247,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,394,082	$8,481,380	+0.1%
Expenses	$9,247,029	$8,319,746	+0.1%
Net Income	$147,053	$161,634	-0.1%

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

117

Volunteers

327

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

$179,921

Total Directors

$84,042

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW PRICE	CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL FAULISE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT ALLISON	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHANIE SMITLEY	SECRETARY/TEACHER	40.00	Officer Director	$30,640	$2,681	$33,321
KRISTIN CARLSON	MEMBER/TEACHER	40.00	Director	$46,401	$4,320	$50,721
LILIYA TSIBULKO	MEMBER	1.00	Director	$0	$0	$0
VICTORIA REGEHR	MEMBER	1.00	Director	$0	$0	$0
MELANIE JISKRA	EXECUTIVE DIRECTOR	40.00	Officer	$134,480	$12,120	$146,600

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
2025	$9,394,082	$9,247,029	$4,567,536	$147,053
2024	No data	No data	No data	No data
2023	$7,906,430	$7,639,776	$4,495,976	$266,654
2022	$8,026,895	$7,986,795	$4,071,850	$40,100
2021	$7,812,617	$7,694,926	$3,938,635	$117,691
2020	$6,560,281	$6,482,608	$4,684,202	$77,673
2019	$6,246,712	$6,478,352	$5,685,013	$-231,640
2018	$5,522,134	$6,844,610	$6,884,387	$-1,322,476

ASPEN ACADEMY