Civic Intelligence

Aspen Foundation

990PF • Fiscal year 2020 • EIN 31-1595975

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
42 Bennington CTReno, NV 89511

(775) 747-0617

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

88%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

84th percentile

30%

Faster asset growth than 84% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

22nd percentile

-25%

Faster revenue growth than 22% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,033,348

Up $239,589 (+30%) from 2019

Net Assets

Up

$1,033,348

Up $239,589 (+30%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Down

$271,115

Down $92,138 (-25%) from 2019

Expenses

Up

$31,526

Up $2,360 (+8.1%) from 2019

Net Income

Down

$239,589

Down $94,498 (-28%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $148,132Liabilities 2010: $0Net Assets 2010: $148,1322010Assets 2011: $123,913Liabilities 2011: $0Net Assets 2011: $123,9132011Assets 2012: $117,373Liabilities 2012: $0Net Assets 2012: $117,3732012Assets 2013: $125,238Liabilities 2013: $0Net Assets 2013: $125,2382013Assets 2014: $125,366Liabilities 2014: $0Net Assets 2014: $125,3662014Assets 2015: $201,578Liabilities 2015: $0Net Assets 2015: $201,5782015Assets 2016: $286,735Liabilities 2016: $0Net Assets 2016: $286,7352016Assets 2017: $447,930Liabilities 2017: $0Net Assets 2017: $447,9302017Assets 2019: $793,759Liabilities 2019: $0Net Assets 2019: $793,7592019Assets 2020: $1,033,348Liabilities 2020: $0Net Assets 2020: $1,033,3482020Assets 2021: $3,608,753Liabilities 2021: $0Net Assets 2021: $3,608,7532021Assets 2022: $3,264,768Liabilities 2022: $0Net Assets 2022: $3,264,7682022Assets 2023: $3,267,837Liabilities 2023: $0Net Assets 2023: $3,267,8372023Assets 2024: $3,405,074Liabilities 2024: $0Net Assets 2024: $3,405,0742024

Highlighted filing

2020

Assets$1,033,348
Liabilities$0
Net Assets$1,033,348
Open 2020 Filing

Operations Trend

Revenue Growth22nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $7,7082010Expenses 2011: $6,5002011Expenses 2012: $7,0002012Revenue 2013: $84Expenses 2013: $6,600Net Income 2013: -$6,5162013Revenue 2014: $1,149Expenses 2014: $6,361Net Income 2014: -$5,2122014Revenue 2015: $100,009Expenses 2015: $11,036Net Income 2015: $88,9732015Revenue 2016: $107,949Expenses 2016: $15,000Net Income 2016: $92,9492016Revenue 2017: $181,457Expenses 2017: $20,262Net Income 2017: $161,1952017Revenue 2019: $363,253Expenses 2019: $29,166Net Income 2019: $334,0872019Revenue 2020: $271,115Expenses 2020: $31,526Net Income 2020: $239,5892020Revenue 2021: $2,628,403Expenses 2021: $52,998Net Income 2021: $2,575,4052021Revenue 2022: -$121,080Expenses 2022: $222,905Net Income 2022: -$343,9852022Revenue 2023: $245,857Expenses 2023: $242,788Net Income 2023: $3,0692023Revenue 2024: $483,172Expenses 2024: $345,935Net Income 2024: $137,2372024

Highlighted filing

2020

Revenue$271,115
Expenses$31,526
Net Income$239,589
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL G MACDONALDTrustee-$0--
CATHERINE MACDONALDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Aspen Foundation
EIN
31-1595975
Phone
7757470617
Address
42 BENNINGTON CT, RENO, NV 89511

Signing Officer

Name
Paul Macdonald
Title
Trustee
Phone
7757470617
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Mowat Mackie & Anderson Llp
Address
1999 HARRISON STREET SUITE 1500, OAKLAND, CA 94612-3577
Preparer
Karen E Wilson
Phone
5108931120
Raw XML Appendix337 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0810639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE INVESTMENTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05371 KIETZKE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11931 SUTRO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RENO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RENO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd189521
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031135
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02710
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010695
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031135
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028804
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039499
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0PAUL MACDONALD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1PAUL MACDONALD TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0135 KEATON COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1135 KEATON COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RENO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1RENO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089511
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd189511
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1149796
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0149796
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0365
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0156
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL MACDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07757470617
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASPEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ASPE
ReturnHeader/Filer/EIN0311595975
ReturnHeader/Filer/PhoneNum07757470617
ReturnHeader/Filer/USAddress/AddressLine1Txt042 BENNINGTON CT
ReturnHeader/Filer/USAddress/CityNm0RENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946357165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOWAT MACKIE & ANDERSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01999 HARRISON STREET SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0946123577
ReturnHeader/PreparerPersonGrp/PhoneNum05108931120
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN E WILSON
ReturnHeader/ReturnTs02021-11-15T10:42:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MACDONALD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,033,348
Liabilities
$0
Net assets
$1,033,348
Revenue
$271,115
Expenses
$31,526
Net income
$239,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.48$0.35$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.25$0.24$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.12$0.22$0.34
2021Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$2.63$0.05$2.58
2020Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.27$0.03$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.36$0.03$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.18$0.02$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.11$0.02$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.10$0.01$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.00$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.01