ASPEN LUNG CONFERENCE (EIN 841606032) - 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

2002

Legal Domicile

Principal Officer

DR DAVID RICHES

Phone

3033582797

Tax Period

2025-01-01 to 2025-12-31

ASPEN LUNG CONFERENCE, founded in 2002, is a small nonprofit in the Medical Research sector that reported $704K in total revenue in fiscal year 2025. Revenue surged 111% from the prior year, signaling strong growth momentum. The organization ran a surplus of $427K, a strong 61% operating margin.

Mission

RESEARCH IN PULMONARY MEDICINE

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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 (2025)

Revenue Breakdown

Contributions & Grants $211,002

Program Service Revenue $0

Investment Income $493,061

Other Revenue $0

TOTAL REVENUE $704,063

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,060

Fundraising Expenses $22,757

Program Expenses $52,864

Other Expenses $233,739

TOTAL EXPENSES $276,799

Year-over-Year Comparison

	2025	2024	Change
Revenue	$704,063	$334,239	+1.1%
Expenses	$276,799	$260,339	+0.1%
Net Income	$427,264	$73,900	+4.8%

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

Total Directors

$40,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID RICHES PHD	DIRECTOR	3.00	Officer Director	$0	$0	$0
RICHARD MARTIN MD	VICE CHAIRMAN	3.00	Officer Director	$0	$0	$0
YORK MILLER MD	SECRETARY	3.00	Officer Director	$0	$0	$0
LISA A MAIER MD	DIRECTOR	2.00	Officer Director	$0	$0	$0
ANTHONY GERBER PHD	CHAIRMAN	3.00	Officer Director	$0	$0	$0
ABIGAIL LARA MD	TREASURER	3.00	Director	$0	$0	$0
JEANNE CLEARY	ADMINISTRATOR	20.00	Director	$40,000	$0	$40,000
WILLIAM VANDIVIER MD	DIRECTOR	3.00	Director	$0	$0	$0
IRINA PETRACHE MD	DIRECTORS	3.00	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
2025	$704,063	$276,799	$3,511,689	$427,264
2024	$334,239	$260,339	$2,732,856	$73,900
2023	$277,244	$263,545	$2,658,956	$13,699
2022	$248,477	$229,991	$2,601,752	$18,486
2021	$335,941	$200,394	$2,646,070	$135,547
2020	$170,065	$88,132	$2,510,523	$81,933
2019	$318,915	$186,563	$2,426,381	$132,352
2018	$329,028	$212,498	$2,308,740	$116,530

ASPEN LUNG CONFERENCE