Civic Intelligence

Aspen Center for Environmental Studies Endowment Fund Inc.

990 • Fiscal year 2016 • EIN 01-0724451

Nov 01, 2015 to Oct 31, 2016 • Filed on Apr 06, 2017

Organization Profilen/a
PO Box 10931Aspen, CO 81612

(970) 925-5756

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

83rd percentile

23%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

41st percentile

-0.3%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-39%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$8,762,709

Down $26,026 (-0.3%) from 2015

Net Assets

Down

$8,762,709

Down $26,026 (-0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin83rd percentile

Revenue

Down

$590,483

Down $377,325 (-39%) from 2015

Expenses

Up

$452,357

Up $21,428 (+5.0%) from 2015

Net Income

Down

$138,126

Down $398,753 (-74%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $6,070,008Liabilities 2011: $22,013Net Assets 2011: $6,047,9952011Assets 2012: $7,086,449Liabilities 2012: $0Net Assets 2012: $7,086,4492012Assets 2013: $8,273,066Liabilities 2013: $0Net Assets 2013: $8,273,0662013Assets 2014: $8,829,721Liabilities 2014: $0Net Assets 2014: $8,829,7212014Assets 2015: $8,788,735Liabilities 2015: $0Net Assets 2015: $8,788,7352015Assets 2016: $8,762,709Liabilities 2016: $0Net Assets 2016: $8,762,7092016Assets 2017: $9,894,805Liabilities 2017: $0Net Assets 2017: $9,894,8052017Assets 2018: $10,090,919Liabilities 2018: $0Net Assets 2018: $10,090,9192018Assets 2019: $11,151,821Liabilities 2019: $0Net Assets 2019: $11,151,8212019Assets 2020: $10,908,981Liabilities 2020: $0Net Assets 2020: $10,908,9812020Assets 2021: $13,771,946Liabilities 2021: $0Net Assets 2021: $13,771,9462021Assets 2022: $11,491,640Liabilities 2022: $2,000Net Assets 2022: $11,489,6402022Assets 2023: $11,503,291Liabilities 2023: $12,820Net Assets 2023: $11,490,4712023Assets 2024: $13,326,718Liabilities 2024: $13,600Net Assets 2024: $13,313,1182024

Highlighted filing

2016

Assets$8,762,709
Liabilities$0
Net Assets$8,762,709
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $287,5372011Revenue 2012: $542,172Expenses 2012: $278,858Net Income 2012: $263,3142012Revenue 2013: $521,158Expenses 2013: $368,102Net Income 2013: $153,0562013Revenue 2014: $771,545Expenses 2014: $401,322Net Income 2014: $370,2232014Revenue 2015: $967,808Expenses 2015: $430,929Net Income 2015: $536,8792015Revenue 2016: $590,483Expenses 2016: $452,357Net Income 2016: $138,1262016Revenue 2017: $805,628Expenses 2017: $469,755Net Income 2017: $335,8732017Revenue 2018: $542,091Expenses 2018: $448,552Net Income 2018: $93,5392018Revenue 2019: $774,575Expenses 2019: $463,887Net Income 2019: $310,6882019Revenue 2020: $773,749Expenses 2020: $488,605Net Income 2020: $285,1442020Revenue 2021: $1,299,835Expenses 2021: $481,794Net Income 2021: $818,0412021Revenue 2022: $826,193Expenses 2022: $492,000Net Income 2022: $334,1932022Revenue 2023: $302,354Expenses 2023: $635,275Net Income 2023: -$332,9212023Revenue 2024: $919,119Expenses 2024: $604,629Net Income 2024: $314,4902024

Highlighted filing

2016

Revenue$590,483
Expenses$452,357
Net Income$138,126
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Apr 6, 2017
Return Version
2015v3.0
Gross Receipts
$5,294,831
Mission and Program Overview

Mission

Raise funds for support of aspen center for environmental studies, a 501(c) (3) organization located in aspen, colorado.

Raise funds for support of aspen center for environmental studies, a 501(c) (3) organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,761,931$8,343,633▼ $418,298
Other Notes and Loans Receivable, Net-$400,000-
Savings and Temporary Cash Investments$3,238$3,669▲ $431
Total Assets$8,788,735$8,762,709▼ $26,026
Other Assets Total$23,566$15,407▼ $8,159
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,982,144$6,107,144▲ $125,000
Unrestricted Net Assets$2,806,591$2,655,565▼ $151,026
Total Net Assets Fund Balance$8,788,735$8,762,709▼ $26,026
Total Liabilities and Net Assets / Fund Balance$8,788,735$8,762,709▼ $26,026

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$7,887,491$125,000▲ $538,200-$8,140,691
2014$7,746,748$125,000▲ $402,097-$7,887,491
2013$7,418,926$200,000▲ $481,130-$7,746,748
2012$7,086,449$100,000▲ $560,081-$7,418,926
2011$6,497,741$300,945▲ $530,141-$7,086,449
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Robert PurvisPresident
Louise HoverstenVice-president
Mark PearsonDirector
Suzanne FarverDirector
Ali Flynn PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$127,295
Program Service Revenue
$0
Investment Income
$463,188
Other Revenue
$0
All Other Contributions
$127,295
Change in Net Assets
$138,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$410,000
Other Expenses$42,357
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$410,000--$410,000
Fees for Service Investment Mgmnt Fees-$34,491-$34,491
Fees for Services Accounting-$7,866-$7,866
Total Functional Expenses$410,000$42,357$0$452,357
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aspen Center for Environmental StudiesAspen, CO501(c)(3)To Support Annual Operations$410,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

“A draft copy of the form 990 is provided to members of the Board of Trustees and is reviewed and approved prior to filing.”

Form 990, Part VI, Section B, line 12C

“Board members are required to contact key staff or board members if there is a change in their status.”

Form 990, Part VI, Section C, line 19

“Organizational documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Aspen Center for Envionmental
EIN
01-0724451
Phone
9709255756
Address
PO BOX 10931, ASPEN, CO 81612

Signing Officer

Name
Bob Purvis
Title
President
Phone
9709255756
Signed
2017-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Purvis
Formed
2002
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Reese Henry & Company Inc
Address
400 East Main St Suite 2, Aspen, CO 81611
Preparer
Denise Jurgens CPA
Phone
9709253771
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“Endowment funds are for support of Aspen Center for Environmental Studies, a 501(c)(3) organization located in Aspen Colorado.”

Part X, Line 2:

“Aces endowment fund had no material unrecognized tax benefits for the year ended october 31, 2016. As a result, no interest or penalties were accrued for unrecognized tax benefits during the year.”

Raw XML Appendix373 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0481130
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07054
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07086449
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0100000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07418926
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0320550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0560081
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06378
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06497741
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0300945
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07086449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0236000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0530141
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.69690
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are for support of Aspen Center for Environmental Studies, a 501(c)(3) organization located in Aspen Colorado.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACES ENDOWMENT FUND HAD NO MATERIAL UNRECOGNIZED TAX BENEFITS FOR THE YEAR ENDED OCTOBER 31, 2016. AS A RESULT, NO INTEREST OR PENALTIES WERE ACCRUED FOR UNRECOGNIZED TAX BENEFITS DURING THE YEAR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0410000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT ANNUAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASPEN CENTER FOR ENVIRONMENTAL STUDIES
IRS990ScheduleI/RecipientTable/RecipientEIN0237042291
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 PUPPY SMITH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ASPEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd081611
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS APPRISED FREQUENTLY THROUGHOUT THE YEAR OF THE SUPPORTING ORGANIZATION'S ACTIVITIES AND HOW GRANT FUNDS ARE SPENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft copy of the form 990 is provided to members of the Board of Trustees and is reviewed and approved prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO CONTACT KEY STAFF OR BOARD MEMBERS IF THERE IS A CHANGE IN THEIR STATUS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Organizational documents and financial statements are available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08788735
IRS990/TotalAssetsEOYAmt08762709
IRS990/TotalAssetsGrp/BOYAmt08788735
IRS990/TotalAssetsGrp/EOYAmt08762709
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0127295
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042357
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0410000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0452357
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08788735
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08762709
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0410000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0463188
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0590483
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08788735
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08762709
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02806591
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02655565
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 10931
IRS990/USAddress/CityNm0ASPEN
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd081612
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BOB PURVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09709255756
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASPEN CENTER FOR ENVIONMENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STUDIES ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0ASPE
ReturnHeader/Filer/EIN0010724451
ReturnHeader/Filer/PhoneNum09709255756
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10931
ReturnHeader/Filer/USAddress/CityNm0ASPEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840803727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reese Henry & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 East Main St Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aspen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081611
ReturnHeader/PreparerPersonGrp/PhoneNum09709253771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise Jurgens CPA
ReturnHeader/ReturnTs02017-04-11T17:35:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-11-01
ReturnHeader/TaxPeriodEndDt02016-10-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,762,709
Liabilities
$0
Net assets
$8,762,709
Revenue
$590,483
Expenses
$452,357
Net income
$138,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$0.01$13.3$0.92$0.60$0.31
2023Detailed filing. Detailed filing data is available for this year.$11.5$0.01$11.5$0.30$0.64$0.33
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.00$11.5$0.83$0.49$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$1.30$0.48$0.82
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.77$0.49$0.29
2019Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.77$0.46$0.31
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$10.1$0.00$10.1$0.54$0.45$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.89$0.00$9.89$0.81$0.47$0.34
2016Detailed filing. Detailed filing data is available for this year.$8.76$0.00$8.76$0.59$0.45$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.00$8.79$0.97$0.43$0.54
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.83$0.00$8.83$0.77$0.40$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.27$0.00$8.27$0.52$0.37$0.15
2012Summary only. Only limited summary data is available for this year.$7.09$0.00$7.09$0.54$0.28$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.02$6.05$0.29