ASPEN ACADEMY INVESTMENT FUND

EIN: 452300786 501(c)(3)

GREENWOOD VILLAGE, CO

Total Revenue
$250,320
Total Expenses
$1,080,582
Total Assets
N/A
Net Assets
N/A
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
CO
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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

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
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
14

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
4
$573,796
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in Colorado →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ASPEN ACADEMY INVESTMENT FUND with other nonprofits in Colorado and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.