ASPEN COMMUNITY FOUNDATION (EIN 840829226) - 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

1982

Legal Domicile

Principal Officer

ERICA SNOW

Phone

9709259300

Tax Period

2023-01-01 to 2023-12-31

ASPEN COMMUNITY FOUNDATION, founded in 1982, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $17.5M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Net assets of $53.0M represent 36 months of operating reserves.

Mission

ASPEN COMMUNITY FOUNDATION BUILDS PHILANTHROPY AND SUPPORTS NONPROFIT ORGANIZATIONS BY CONNECTING DONORS TO COMMUNITY NEEDS, BUILDING PERMANENT CHARITABLE FUNDS AND BRINGING PEOPLE TOGETHER TO SOLVE COMMUNITY PROBLEMS.

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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 $16,808,024

Program Service Revenue $0

Investment Income $578,869

Other Revenue $162,496

TOTAL REVENUE $17,549,389

Expense Breakdown

Grants Paid $15,623,118

Salaries & Benefits $1,254,274

Fundraising Expenses $607,192

Program Expenses $17,229,294

Other Expenses $1,257,598

TOTAL EXPENSES $18,134,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,549,389	$13,929,881	+0.3%
Expenses	$18,134,990	$16,059,162	+0.1%
Net Income	$-585,601	$-2,129,281	-0.7%

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

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

$263,062

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM ALEXANDER	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF BLACK	BOARD MEMBER	2.00	Director	$0	$0	$0
GEOFF BUCHHEISTER	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN CROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
BRUCE ETKIN	BOARD MEMBER	2.00	Director	$0	$0	$0
BOBBI HAPGOOD	BOARD MEMBER	2.00	Director	$0	$0	$0
MIKE KAPLAN	BOARD MEMBER	2.00	Director	$0	$0	$0
GRADY LENKIN	BOARD MEMBER	2.00	Director	$0	$0	$0
KATHERINE LORENZ	BOARD MEMBER	2.00	Director	$0	$0	$0
MELONY LEWIS	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSIE MERAZ	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIA TICSAY	BOARD MEMBER	2.00	Director	$0	$0	$0
MARCIE MUSSER	BOARD MEMBER	2.00	Director	$0	$0	$0
CRAIG NAVIAS	BOARD MEMBER	2.00	Director	$0	$0	$0
ROB PEW	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSANA SALAMUN	BOARD MEMBER	2.00	Director	$0	$0	$0
YESENIA SILVA ESTRADA	BOARD MEMBER	2.00	Director	$0	$0	$0
ALLEN GROSSMANN	CO-CHAIR	2.00	Officer	$0	$0	$0
JENNIFER ELLIOT	TREASURER	2.00	Officer	$0	$0	$0
RAMONA BRULAND	SECRETARY	2.00	Officer	$0	$0	$0
ERICA SNOW	EXECUTIVE DIRECTOR	40.00	Officer	$241,500	$21,562	$263,062
JILL ASCHKENASY	CO-CHAIR	2.00	Officer	$0	$0	$0
KORTNEY HARTMAN	FINANCE DIRECTOR	40.00	Highest	$133,500	$13,300	$146,800
VALERIE CARLIN	CHIEF IMPACT OFFICER	40.00	Highest	$143,408	$15,720	$159,128
STEPHANIE GIANNESCHI	PHILANTHROPY DIRECTOR	40.00	Highest	$105,433	$15,747	$121,180

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	$17,549,389	$18,134,990	$57,087,469	$-585,601
2022	$13,929,881	$16,059,162	$51,641,752	$-2,129,281
2021	$28,301,426	$18,784,752	$62,511,754	$9,516,674
2020	$20,494,719	$17,680,300	$47,852,932	$2,814,419
2019	$11,093,732	$12,137,243	$41,488,760	$-1,043,511
2018	$7,671,491	$10,683,860	$36,803,112	$-3,012,369

ASPEN COMMUNITY FOUNDATION