ASPEN ACADEMY INVESTMENT FUND

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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

2011

Legal Domicile

Principal Officer

KRISTINA SCALA

Phone

3033463500

Tax Period

2024-07-01 to 2025-06-30

ASPEN ACADEMY INVESTMENT FUND, founded in 2011, is a small nonprofit that reported $250K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 332% operating deficit.

Mission

TO MANAGE AND INVEST FUNDS AND REAL ESTATE HOLDINGS FOR THE BENEFIT OF ASPEN PREP ACADEMY.

Program Service Accomplishments

Program 1

Expenses: $991,296

MANAGING AND INVESTING FUNDS AND REAL ESTATE HOLDINGS FOR THE BENEFIT OF ASPEN PREP ACADEMY. AAIF WAS DISSOLVED AS OF JUNE 30, 2025, AND ALL ASSETS WERE TRANSFERRED TO ASPEN PREP ACADEMY AS OF THAT...

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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 $0

Program Service Revenue $0

Investment Income $250,320

Other Revenue $0

TOTAL REVENUE $250,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $12,222

Program Expenses $991,296

Other Expenses $1,080,582

TOTAL EXPENSES $1,080,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,320	$286,773	-0.1%
Expenses	$1,080,582	$1,080,429	+0.0%
Net Income	$-830,262	$-793,656	+0.0%

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

N/A

Volunteers

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

$573,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTINA SCALA	HEAD OF SCHO	5.00	Officer	$0	$71,461	$573,796
LORI TAYLOR	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
CORINNE LENGSFELD	GOV/TRUSTEE	0.50	Officer Director	$0	$0	$0
DENIS PATRICK GIBBS	FINANCE/AUDI	3.00	Officer Director	$0	$0	$0
BRIAN MEEGAN	COMPENSATION	0.50	Director	$0	$0	$0
MIKE KEOUGH	RISING INVES	0.50	Director	$0	$0	$0
JAMES PARK	ADVANCEMENT	0.50	Director	$0	$0	$0
VICTORIA BOUGH	TRUSTEE	0.50	Director	$0	$0	$0
CHRISTINA GOOD	TRUSTEE	0.50	Director	$0	$0	$0
ARJUN SEN	TRUSTEE	0.50	Director	$0	$0	$0
TIM TAYLOR	TRUSTEE	0.50	Director	$0	$0	$0
LORENA TORRES-OSTOS	TRUSTEE	0.50	Director	$0	$0	$0
DR EMILIO ARGUELLO	TRUSTEE	0.50	Director	$0	$0	$0
JOSH HASCALL	TRUSTEE	0.50	Director	$0	$0	$0

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	$250,320	$1,080,582	No data	$-830,262
2024	$286,773	$1,080,429	$17,390,036	$-793,656
2023	$874,907	$1,386,296	$15,343,863	$-511,389
2022	$932,585	$1,216,536	$18,771,803	$-283,951
2021	$1,029,369	$1,176,720	$18,824,734	$-147,351
2020	$857,524	$1,141,600	$16,828,492	$-284,076
2019	$851,873	$1,149,847	$15,840,255	$-297,974