ASPEN PITKIN EMPLOYEE HOUSING INC (EIN 840815772) - 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

1978

Legal Domicile

Principal Officer

SHERI SANZONE

Phone

9709276800

Tax Period

2023-01-01 to 2023-12-31

ASPEN PITKIN EMPLOYEE HOUSING INC, founded in 1978, is a small nonprofit that reported $689K in total revenue in fiscal year 2023. The organization ran a surplus of $204K, a strong 30% operating margin.

Mission

DEVELOPMENT AND MANAGEMENT OF RESIDENTIAL HOUSING FOR LOW & MODERATE INCOME EMPLOYEES OF THE ROARING FORK VALLEY IN COLORADO

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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 $65,000

Program Service Revenue $523,088

Investment Income $100,946

Other Revenue $0

TOTAL REVENUE $689,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $100,745

Fundraising Expenses $0

Program Expenses $485,010

Other Expenses $384,265

TOTAL EXPENSES $485,010

Year-over-Year Comparison

	2023	2022	Change
Revenue	$689,034	$717,419	0.0%
Expenses	$485,010	$430,597	+0.1%
Net Income	$204,024	$286,822	-0.3%

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

N/A

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

$100,745

Total Directors

$100,745

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WAYNE STRYKER	PRESIDENT	0.50	Officer Director	$0	$0	$0
TIM WITTSIT	DIRECTOR	0.50	Director	$0	$0	$0
SHERI SANZONE	EXECUTIVE DIRECTOR,SECT/TR	8.00	Officer Director	$100,745	$0	$100,745
PAUL MENTER	DIRECTOR	0.50	Director	$0	$0	$0
DEAN FILISS	DIRECTOR	0.50	Director	$0	$0	$0
MATTHEW HUNT	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$689,034	$485,010	$4,316,500	$204,024
2022	$717,419	$430,597	$4,088,154	$286,822
2021	$1,108,321	$411,121	$3,802,475	$697,200
2020	$622,298	$392,373	$3,118,647	$229,925
2019	$477,727	$372,583	$3,109,034	$105,144
2018	$448,695	$325,973	$2,466,401	$122,722

ASPEN PITKIN EMPLOYEE HOUSING INC