THE ASPEN INSTITUTE INC

EIN: 840399006 501(c)(3) Social Science

WASHINGTON, DC

Total Revenue
$443,841,184
Total Expenses
$234,264,178
Total Assets
$756,622,679
Net Assets
$647,073,118
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1949
Legal Domicile
CO
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

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 THIS BY FACILITATING DIALOGUE AND CURATING CONVENINGS, DEVELOPING LEADERS AND LEADERSHIP, AND ENABLING SOLUTIONS.

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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%)

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

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Liquidity & Cash Position

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

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Governance

Voting Members
66
Independent Members
65
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
8
$3,521,961
Total Directors
70
$911,570
Key Employees
0
$0
Highest Compensated
5
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
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