ASPEN EDUCATION FOUNDATION (EIN 841181681) - 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

1991

Legal Domicile

Principal Officer

CRAIG NAVAIS

Phone

9704293626

Tax Period

2024-07-01 to 2025-06-30

ASPEN EDUCATION FOUNDATION, founded in 1991, is a community nonprofit in the Employment sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 46% operating margin.

Mission

FUNDING OF EDUCATIONAL PROGRAMS AT THE ASPEN SCHOOL DISTRICT.

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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 $3,399,320

Program Service Revenue $0

Investment Income $217,874

Other Revenue $101,246

TOTAL REVENUE $3,718,440

Expense Breakdown

Grants Paid $1,628,123

Salaries & Benefits $293,835

Fundraising Expenses $207,668

Program Expenses $1,638,684

Other Expenses $93,506

TOTAL EXPENSES $2,015,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,718,440	$2,448,416	+0.5%
Expenses	$2,015,464	$1,900,770	+0.1%
Net Income	$1,702,976	$547,646	+2.1%

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

$178,501

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAIFIE BASS	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG NAVIAS	TREASURER	3.00	Officer Director	$0	$0	$0
PAUL SOHN	PRESIDENT	5.00	Officer Director	$0	$0	$0
DIANA ETTLINGER	DIRECTOR	1.00	Director	$0	$0	$0
CARI KUHLMAN	DIRECTOR	1.00	Director	$0	$0	$0
KURT HALL	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ELIZABETH SLOSSBERG	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE STILLER	DIRECTOR	0.00	Director	$0	$0	$0
KEN RAMBERG	DIRECTOR	1.00	Director	$0	$0	$0
MAXWELL RISPOLI	SECRETARY	3.00	Officer Director	$0	$0	$0
MARY SCANLAN	DIRECTOR	1.00	Director	$0	$0	$0
MOLLY GILMORE	DIRECTOR	5.00	Director	$0	$0	$0
LYNDSEY HAYNIE	DIRECTOR	1.00	Director	$0	$0	$0
PIPPA MCHUGH	DIRECTOR	3.00	Director	$0	$0	$0
CRAIG ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
JOEY HARTMAN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE ZILBERMAN	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON MANGELSON	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA CHASE	EXECUTIVE DIRECTOR	40.00	Officer	$178,501	$0	$178,501

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
2025	$3,718,440	$2,015,464	$6,867,559	$1,702,976
2024	$2,448,416	$1,900,770	$4,868,756	$547,646
2023	$2,090,312	$1,659,926	$4,980,956	$430,386
2022	$1,875,993	$1,429,157	$4,207,195	$446,836
2021	$2,080,642	$1,577,338	$4,171,157	$503,304
2020	$1,666,124	$1,237,913	$3,216,471	$428,211
2018	$1,951,340	$1,066,934	$2,436,709	$884,406

ASPEN EDUCATION FOUNDATION