ASPEN HISTORICAL SOCIETY

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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

1963

Legal Domicile

Principal Officer

JACQUELINE HUTTON

Phone

9709253721

Tax Period

2024-01-01 to 2024-12-31

ASPEN HISTORICAL SOCIETY, founded in 1963, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 61% from the prior year, signaling strong growth momentum. The organization ran a surplus of $728K, a strong 29% operating margin.

Mission

THE ASPEN HISTORICAL SOCIETY ENRICHES THE COMMUNITY THROUGH PRESERVING AND COMMUNICATING OF ITS REMARKABLE HISTORY. THE ASPEN HISTORICAL SOCIETY ACTIVELY PRESERVES AND PASSIONATELY PRESENTS THE LOCAL HISTORY IN AN INSPIRED AND PROVOCATIVE MANNER THAT WILL CONTINUE TO ANCHOR THE COMMUNITY AND ITS EVOLVING CHARACTER. THE SOCIETY ENHANCES THE LIVES OF THOSE WITH WHOM IT WORKS AND LIVES. THE SOCIETY OFFERS A COMPELLING REASON TO LIVE IN AND TO VISIT ASPEN/SNOWMASS.

Program Service Accomplishments

Program 1

Expenses: $1,375,571 Revenue: $124,681

MAINTAIN HISTORICAL MUSEUMS AND ARCHIVE SERVICE FOR PUBLIC. INCLUDES TOURS OF HISTORIC HOMES AND MAINTENANCE OF HISTORICAL SETTLEMENTS IN THE ASPEN, COLORADO AREA. PROVIDE EDUCATIONAL PROGRAMS ABOUT THE HISTORY OF THE ASPEN AREA AND THE UPPER ROARING FORK VALLEY AREA. THE MUSEUM SITES HAD 14,514 TOTAL VISITS DURING THE YEAR AND THE EDUCATIONAL PROGRAMS SERVED 11,995 INDIVIDUALS DURING THE YEAR.

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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 $2,184,067

Program Service Revenue $104,004

Investment Income $232,564

Other Revenue $20,677

TOTAL REVENUE $2,541,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,130,802

Fundraising Expenses $171,546

Program Expenses $1,375,571

Other Expenses $682,777

TOTAL EXPENSES $1,813,579

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,541,312	$1,582,500	+0.6%
Expenses	$1,813,579	$1,571,573	+0.2%
Net Income	$727,733	$10,927	+65.6%

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

$160,450

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRITTANIE ROCKHILL	TRUSTEE	0.25	Director	$0	$0	$0
JENNIFER MASON	TREASURER	0.50	Officer Director	$0	$0	$0
CHARLES CUNNIFFE	VICE-PRESIDENT	0.35	Officer Director	$0	$0	$0
CHRIS PREUSCH	TRUSTEE	0.25	Director	$0	$0	$0
CHRISTINE BENEDETTI	TRUSTEE	0.25	Director	$0	$0	$0
DAVID HYMAN	TRUSTEE	0.25	Director	$0	$0	$0
DAVID WALBERT	TRUSTEE	1.25	Director	$0	$0	$0
JACKIE KASABACH	SECRETARY	0.25	Officer Director	$0	$0	$0
JACQUELINE HUTTON	CO-PRESIDENT	0.75	Officer Director	$0	$0	$0
KATE MCBRIDE	TRUSTEE	0.25	Director	$0	$0	$0
MAUREEN POSCHMAN	TRUSTEE	0.35	Director	$0	$0	$0
RUTH OWENS HANRAHAN	CO-PRESIDENT	0.75	Officer Director	$0	$0	$0
STUART FOX	TRUSTEE	0.25	Director	$0	$0	$0
SUSAN BERNARD	TRUSTEE	0.25	Director	$0	$0	$0
TONY VAGNEUR	TRUSTEE	0.35	Director	$0	$0	$0
CHRISTOPHER KILEY	TRUSTEE	0.50	Director	$0	$0	$0
ALLISON RATAJCZAK	TRUSTEE	0.25	Director	$0	$0	$0
KELLY MURPHY	EXECUTIVE DIRECTOR	40.00	Officer	$134,621	$25,829	$160,450

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	$2,541,312	$1,813,579	$5,634,716	$727,733
2023	$1,582,500	$1,571,573	$4,873,917	$10,927
2022	$1,660,140	$1,420,622	$4,749,495	$239,518
2021	$1,684,558	$1,335,314	$4,847,508	$349,244
2020	$1,565,354	$1,170,394	$4,310,396	$394,960
2019	$1,393,573	$1,301,796	$4,077,460	$91,777
2018	$1,462,470	$1,204,342	$3,923,585	$258,128