The Aspen Effect Inc (EIN 822911196) - 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

2017

Legal Domicile

Principal Officer

Jerry Van Leuven

Tax Period

2024-01-01 to 2024-12-31

The Aspen Effect Inc, founded in 2017, is a small nonprofit in the Human Services sector that reported $299K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 21% operating margin.

Mission

Create youth interactions that strengthen resilience and leadership and help prevent mental health crisis.

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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 $307,354

Program Service Revenue $0

Investment Income $0

Other Revenue $-8,183

TOTAL REVENUE $299,171

Expense Breakdown

Grants Paid $0

Salaries & Benefits $138,999

Fundraising Expenses $6,647

Program Expenses $158,579

Other Expenses $97,874

TOTAL EXPENSES $236,873

Year-over-Year Comparison

	2024	2023	Change
Revenue	$299,171	$182,740	+0.6%
Expenses	$236,873	$206,855	+0.1%
Net Income	$62,298	$-24,115	-3.6%

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

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

Total Directors

$177,852

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jerry Van Leuven	President	40.00	Director	$177,852	$0	$177,852

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	$299,171	$236,873	$89,780	$62,298
2023	$182,740	$206,855	$100,967	$-24,115

The Aspen Effect Inc