THE ASPEN INSTITUTE INC

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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

1949

Legal Domicile

Principal Officer

DANIEL R PORTERFIELD

Phone

2027365800

Tax Period

2024-01-01 to 2024-12-31

THE ASPEN INSTITUTE INC, founded in 1949, is a major nonprofit in the Social Science sector that reported $443.8M in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $209.6M, a strong 47% operating margin.

Mission

WE DRIVE CHANGE THROUGH DIALOGUE, LEADERSHIP, AND ACTION TO HELP SOLVE SOCIETY'S GREATEST CHALLENGES.THE ASPEN INSTITUTE IGNITES HUMAN POTENTIAL TO BUILD UNDERSTANDING AND CREATE NEW POSSIBILITIES FOR A BETTER WORLD. WE DRIVE CHANGE THROUGH DIALOGUE, LEADERSHIP, AND ACTION TO HELP SOLVE THE GREATEST CHALLENGES OF OUR TIME IN SERVICE OF A MORE FREE, JUST, AND EQUITABLE SOCIETY. WE DO SO BY CONVENING A BROAD SPECTRUM OF PEOPLE, WITH A FOCUS ON DIALOGUE, COMMUNITY BUILDING, AND CREATIVE COLLABORATION; CREATING TRANSFORMATIONAL EXPERIENCES THAT ENABLE DIVERSE LEADERS TO DISCOVER AND REFINE THEIR APPROACHES; AND ENABLING POWERFUL, PRACTICAL, AND APPLICABLE SOLUTIONS THAT ACCELERATE PROGRESS, EMPHASIZING CO-CREATION AND PARTNERSHIP. THE ASPEN INSTITUTE IS HEADQUARTERED IN WASHINGTON, DC, AND HAS A CAMPUS IN ASPEN, COLORADO, AS WELL AS AN INTERNATIONAL NETWORK OF PARTNERS.

Program Service Accomplishments

Program 1

Expenses: $128,808,237 Revenue: $22,120,144

POLICY PROGRAMS: THE ASPEN INSTITUTE'S POLICY PROGRAMS EXPLORE AND IDENTIFY SOLUTIONS FOR PROBLEMS RANGING FROM ECONOMIC DISTRESS TO EDUCATIONAL OPPORTUNITY, FROM CLIMATE CHANGE TO RACIAL...

POLICY PROGRAMS: THE ASPEN INSTITUTE'S POLICY PROGRAMS EXPLORE AND IDENTIFY SOLUTIONS FOR PROBLEMS RANGING FROM ECONOMIC DISTRESS TO EDUCATIONAL OPPORTUNITY, FROM CLIMATE CHANGE TO RACIAL DISPARITIES, IN AN EFFORT TO INFLUENCE DECISION-MAKERS IN THE PUBLIC AND PRIVATE SECTORS TO ADVANCE THE BEST AND MOST INSPIRED PROPOSALS. OUR POLICY PROGRAMS RANGE IN SIZE FROM $100,000 TO $15 MILLION IN ANNUAL REVENUE AND EXPENSES.

Program 2

Expenses: $18,385,541

CAMPUS ACTIVITIES: IN ADDITION TO ITS HEADQUARTERS IN WASHINGTON, DC, THE ASPEN INSTITUTE ALSO CONDUCTS MUCH OF ITS WORK ON ITS FOUNDING CAMPUS IN ASPEN, COLORADO, WHICH PROVIDES NATURAL BEAUTY AND QUIET SURROUNDINGS THAT ENCOURAGE THOUGHTFUL REFLECTION AND REFRESHES MIND, BODY AND SPIRIT. ONE OF OUR PROGRAMS THAT USE THE CAMPUS IS OUR ASPEN EXECUTIVE SEMINAR WHICH CHALLENGES INDIVIDUALS TO THINK MORE DEEPLY, LISTEN MORE ATTENTIVELY, AND REFINE THEIR ABILITY TO LEAD IN AN INCREASINGLY COMPLEX AND CONFLICTING WORLD. SEMINAR PARTICIPANTS ENGAGE IN CHALLENGING CONVERSATIONS ABOUT ENDURING QUESTIONS OF ETHICAL AND EFFECTIVE LEADERSHIP, GAINING A GREATER CAPACITY TO LEAD WITH COURAGE AND CONVICTION.

Program 3

Expenses: $11,485,163 Revenue: $10,207,348

PUBLIC PROGRAMS: THE INSTITUTE'S PUBLIC PROGRAMS ARE DESIGNED TO FREELY DISSEMINATE THE ORGANIZATION'S IDEAS AND TO PROVIDE THE PUBLIC WITH OPPORTUNITIES TO CONVENE INCLUSIVELY AND ENGAGE IN...

PUBLIC PROGRAMS: THE INSTITUTE'S PUBLIC PROGRAMS ARE DESIGNED TO FREELY DISSEMINATE THE ORGANIZATION'S IDEAS AND TO PROVIDE THE PUBLIC WITH OPPORTUNITIES TO CONVENE INCLUSIVELY AND ENGAGE IN THOUGHTFUL, NONPARTISAN DIALOGUE. OUR MAJOR EVENTS INCLUDE THE ASPEN IDEAS FESTIVAL, ASPEN IDEAS HEALTH, THE ASPEN SECURITY FORUM, CITY LAB AND ASPEN WORDS. THESE AND OUR OTHER PUBLIC FORUMS ENGAGE OVER 15,000 MEMBERS OF THE GENERAL PUBLIC ANNUALLY.

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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 $381,262,788

Program Service Revenue $48,218,970

Investment Income $10,415,724

Other Revenue $3,943,702

TOTAL REVENUE $443,841,184

Expense Breakdown

Grants Paid $36,475,484

Salaries & Benefits $93,571,415

Fundraising Expenses $5,021,949

Program Expenses $185,499,114

Other Expenses $104,217,279

TOTAL EXPENSES $234,264,178

Year-over-Year Comparison

	2024	2023	Change
Revenue	$443,841,184	$232,109,335	+0.9%
Expenses	$234,264,178	$225,738,675	+0.0%
Net Income	$209,577,006	$6,370,660	+31.9%

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

754

Volunteers

250

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

$3,521,961

Total Directors

$911,570

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL R PORTERFIELD	PRESIDENT & CEO	40.00	Officer Director	$802,875	$108,695	$911,570
MARGOT L PRITZKER	CHAIR	10.00	Officer Director	$0	$0	$0
KATHARINE ALBRIGHT	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY S ARONIN	TRUSTEE	1.00	Director	$0	$0	$0
ALEX M AZAR II	TRUSTEE	1.00	Director	$0	$0	$0
DONNA BARKSDALE	TRUSTEE	1.00	Director	$0	$0	$0
MERCEDES BASS	TRUSTEE	1.00	Director	$0	$0	$0
MIGUEL MIKE BEZOS	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE D BOBO	TRUSTEE	1.00	Director	$0	$0	$0
BETH BROOKE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM D BUDINGER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM BYNUM	TRUSTEE	1.00	Director	$0	$0	$0
TROY CARTER	TRUSTEE	1.00	Director	$0	$0	$0
CESAR R CONDE	TRUSTEE	1.00	Director	$0	$0	$0
PHYLLIS COULTER	TRUSTEE	1.00	Director	$0	$0	$0
KATIE COURIC	TRUSTEE	1.00	Director	$0	$0	$0
LESTER CROWN	TRUSTEE	1.00	Director	$0	$0	$0
PAULA CROWN	TRUSTEE	1.00	Director	$0	$0	$0
ANDREA CUNNINGHAM	TRUSTEE	1.00	Director	$0	$0	$0
KENNETH L DAVIS MD	TRUSTEE	1.00	Director	$0	$0	$0
L JOHN DOERR	TRUSTEE - UNTIL 04/24	1.00	Director	$0	$0	$0
THELMA DUGGIN	TRUSTEE	1.00	Director	$0	$0	$0
ARNE DUNCAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL D EISNER	TRUSTEE	1.00	Director	$0	$0	$0
L BROOKS ENTWISTLE	TRUSTEE	1.00	Director	$0	$0	$0
ROGER W FERGUSON JR	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH A FLEMING	TRUSTEE	1.00	Director	$0	$0	$0
HENRY LOUIS GATES JR	TRUSTEE - UNTIL 04/24	1.00	Director	$0	$0	$0
RUSSELL GOLDSMITH	TRUSTEE	1.00	Director	$0	$0	$0
ANTONIO GRACIAS	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK W GROSS	TRUSTEE	1.00	Director	$0	$0	$0
ARJUN GUPTA	TRUSTEE	1.00	Director	$0	$0	$0
JANE HARMAN	TRUSTEE	1.00	Director	$0	$0	$0
KAYA HENDERSON	TRUSTEE - UNTIL 08/24	1.00	Director	$0	$0	$0
MARK S HOPLAMAZIAN	TRUSTEE	1.00	Director	$0	$0	$0
GERALD D HOSIER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT J HURST	TRUSTEE	1.00	Director	$0	$0	$0
SONIA KAPADIA	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
LAURA HELLER LAUDER	TRUSTEE	1.00	Director	$0	$0	$0
LEONARD LAUDER	TRUSTEE	1.00	Director	$0	$0	$0
KELI LEE	TRUSTEE	1.00	Director	$0	$0	$0
MELONY LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
J MICHAEL LUTTIG	TRUSTEE	1.00	Director	$0	$0	$0
JAMES M MANYIKA	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG C MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM E MAYER	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE PALMER MCCLOSKEY	TRUSTEE	1.00	Director	$0	$0	$0
ANNE WELSH MCNULTY	TRUSTEE	1.00	Director	$0	$0	$0
DIANE L MORRIS	TRUSTEE	1.00	Director	$0	$0	$0
KARLHEINZ MUHR	TRUSTEE	1.00	Director	$0	$0	$0
CLARE MUNANA	TRUSTEE	1.00	Director	$0	$0	$0
JERRY MURDOCK	TRUSTEE	1.00	Director	$0	$0	$0
HER MAJESTY QUEEN NOOR	TRUSTEE	1.00	Director	$0	$0	$0
OLARA A OTUNNU	TRUSTEE	1.00	Director	$0	$0	$0
ASUTOSH PADHI	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE PAGELS	TRUSTEE	1.00	Director	$0	$0	$0
PERRI PELTZ	TRUSTEE	1.00	Director	$0	$0	$0
CARRIE WALTON PENNER	TRUSTEE	1.00	Director	$0	$0	$0
CARLA PINEYRO-SUBLETT	TRUSTEE	1.00	Director	$0	$0	$0
LYNDA R RESNICK	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM RESNICK	TRUSTEE	1.00	Director	$0	$0	$0
ANNA DEAVERE SMITH	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT K STEEL	TRUSTEE	1.00	Director	$0	$0	$0
LAURIE M TISCH	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER VARELAS	TRUSTEE	1.00	Director	$0	$0	$0
RODERICK K VON LIPSEY	TRUSTEE	1.00	Director	$0	$0	$0
VIN WEBER	TRUSTEE - UNTIL 08/24	1.00	Director	$0	$0	$0
JESSIE WOOLLEY-WILSON	TRUSTEE	1.00	Director	$0	$0	$0
ALICE YOUNG	TRUSTEE	1.00	Director	$0	$0	$0
ELLIOT GERSON	EXECUTIVE VICE PRESIDENT	40.00	Officer	$498,051	$87,302	$585,353
DAVID LANGSTAFF EVP	UNTIL 11/24, SEN. ADV. TO PRES/CEO	40.00	Officer	$460,588	$98,606	$559,194
ANDREW AXELROD	EVP FINANCE & EBD, TREASURER	40.00	Officer	$463,970	$65,249	$529,219
MARIA ACEBAL	EVP STRATEGY & CORP SECRETARY	40.00	Officer	$352,833	$58,847	$411,680
JAMES PICKUP	GENERAL COUNSEL	40.00	Officer	$281,239	$92,025	$373,264
KAYATANYA HENDERSON	EVP, ED CENTER FOR RISING GENERATIONS	40.00	Officer	$145,011	$6,670	$151,681
JAMES SPIEGELMAN	EXECUTIVE DIRECTOR	40.00	Highest	$378,027	$104,283	$482,310
STEPHEN PATRICK	EXECUTIVE DIRECTOR	40.00	Highest	$372,292	$109,247	$481,539
ANNE MOSLE	EXECUTIVE DIRECTOR	40.00	Highest	$375,269	$106,037	$481,306
VIVIAN SCHILLER	VP, EXECUTIVE DIRECTOR	40.00	Highest	$391,180	$87,343	$478,523
SUZANNE BERGER	VP, EXECUTIVE DIRECTOR	40.00	Highest	$414,422	$26,560	$440,982

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	$443,841,184	$234,264,178	$756,622,679	$209,577,006
2023	$232,109,335	$225,738,675	$519,114,037	$6,370,660
2022	$189,761,926	$192,935,305	$475,882,871	$-3,173,379
2021	$171,246,686	$143,773,765	$465,514,933	$27,472,921
2020	$151,262,821	$129,125,686	$394,226,132	$22,137,135
2019	$152,108,136	$145,905,329	$349,619,834	$6,202,807
2018	$134,132,712	$143,100,716	$321,124,300	$-8,968,004