CHALLENGE ASPEN (EIN 841315910) - 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

1995

Legal Domicile

Principal Officer

JACK KENNEDY

Phone

9709230578

Tax Period

2024-06-01 to 2025-05-31

CHALLENGE ASPEN, founded in 1995, is a community nonprofit in the Human Services sector that reported $5.2M in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 44% operating margin.

Mission

RECREATION FOR DISABLED PERSONS.

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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 $3,733,415

Program Service Revenue $801,813

Investment Income $675,055

Other Revenue $-50,330

TOTAL REVENUE $5,159,953

Expense Breakdown

Grants Paid $152,575

Salaries & Benefits $1,388,495

Fundraising Expenses $444,438

Program Expenses $2,113,081

Other Expenses $1,362,048

TOTAL EXPENSES $2,903,118

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,159,953	$3,485,334	+0.5%
Expenses	$2,903,118	$2,467,132	+0.2%
Net Income	$2,256,835	$1,018,202	+1.2%

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

199

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

$347,685

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK KENNEDY	PRESIDENT	2.00	Officer Director	$0	$0	$0
TOM MCMAHON	DIRECTOR	2.00	Director	$0	$0	$0
BEN MOSS	TREASURER	2.00	Officer Director	$0	$0	$0
CAMERON KENNEDY	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT KRAEMER	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK TIERNEY	SECRETARY	2.00	Officer Director	$0	$0	$0
RICHARD STETTNER	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SHANNON	DIRECTOR	2.00	Director	$0	$0	$0
ADAM BREMEN	DIRECTOR	2.00	Director	$0	$0	$0
MORGAN FIXEL	DIRECTOR	2.00	Director	$0	$0	$0
CANDICE STARK	DIRECTOR	2.00	Director	$0	$0	$0
LINDSAY CAGLEY	CEO	40.00	Officer	$197,587	$16,433	$214,020
JENNI PETERSEN	CFO	40.00	Officer	$112,221	$21,444	$133,665

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	$5,159,953	$2,903,118	$7,790,378	$2,256,835
2024	No data	No data	No data	No data
2023	$1,936,589	$1,996,769	$4,057,237	$-60,180
2022	$1,982,454	$1,716,044	$4,016,122	$266,410
2021	$3,563,071	$3,282,177	$4,291,897	$280,894
2020	$2,793,448	$2,843,445	$3,525,503	$-49,997
2019	$3,281,000	$3,201,472	$3,448,490	$79,528
2018	$3,133,135	$2,875,659	$3,574,763	$257,476

CHALLENGE ASPEN