Challenge Aspen Endowment Fund (EIN 812665661) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Ed Mettleman

Phone

9709230578

Tax Period

2024-01-01 to 2024-12-31

Challenge Aspen Endowment Fund, founded in 2016, is a small nonprofit in the Human Services sector that reported $177K in total revenue in fiscal year 2024. Revenue surged 322% from the prior year, signaling strong growth momentum. The organization ran a surplus of $172K, a strong 97% operating margin.

Mission

Raise funds for support of Challenge Aspen, a 501(c)(3) organization.

🔒

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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $125,000

Program Service Revenue $0

Investment Income $52,306

Other Revenue $0

TOTAL REVENUE $177,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,083

TOTAL EXPENSES $5,083

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,306	$42,045	+3.2%
Expenses	$5,083	$5,102	0.0%
Net Income	$172,223	$36,943	+3.7%

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

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
Ed Mettleman	President	1.00	Officer Director	$0	$0	$0
Michael Connolly	Director	1.00	Director	$0	$0	$0
John Scott Kraemer	Director	1.00	Director	$0	$0	$0
James Lebenthal	Director	1.00	Director	$0	$0	$0
Ben Moss	Director	1.00	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
2024	$177,306	$5,083	$1,728,606	$172,223
2023	$42,045	$5,102	$1,446,081	$36,943
2022	$223,647	$125	$1,344,326	$223,522
2021	$809,908	No data	$1,120,826	No data
2020	No data	No data	$311,003	No data
2019	$48	$75	$311,003	$-27
2018	$11	No data	$305,660	No data

Challenge Aspen Endowment Fund