Aspen Public Education Fund (EIN 462248171) - 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

2012

Legal Domicile

Principal Officer

Heather Kenny

Phone

5165104769

Tax Period

2023-07-01 to 2024-06-30

Aspen Public Education Fund, founded in 2012, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2023. Expenses of $3.5M left a modest 7% surplus.

Mission

The organization was formed to accept grants from the City of Aspen, generated from sales tax, approved by voters for the support of public education in the local school district.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,735,380

Program Service Revenue $0

Investment Income $39,816

Other Revenue $0

TOTAL REVENUE $3,775,196

Expense Breakdown

Grants Paid $3,500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,501,654

Other Expenses $1,654

TOTAL EXPENSES $3,501,654

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,775,196	$3,665,134	+0.0%
Expenses	$3,501,654	$4,000,459	-0.1%
Net Income	$273,542	$-335,325	-1.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Parker	Secretary	2.00	Officer Director	$0	$0	$0
Rick Wojcik	Board Member	0.50	Officer Director	$0	$0	$0
Ali Phillips	Treasurer	0.50		$0	$0	$0
Michael Timme	Assistant Treasurer	0.50	Officer Director	$0	$0	$0
Gwen Levy	Board Member	0.50	Officer Director	$0	$0	$0
Heather Kenny	President	0.50	Director	$0	$0	$0
Peter Waanders	Vice President	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	No data	No data	No data	No data
2024	$3,775,196	$3,501,654	$1,639,944	$273,542
2023	$3,665,134	$4,000,459	$1,366,401	$-335,325
2022	$3,449,192	$3,547,729	$1,701,726	$-98,537
2021	$2,299,902	$1,600,649	$1,800,263	$699,253
2020	$2,284,934	$2,300,362	$1,101,010	$-15,428
2019	$2,309,676	$2,192,480	$1,116,438	$117,196
2018	$2,171,869	$2,192,670	$999,242	$-20,801

Aspen Public Education Fund