Civic Intelligence

Aspen Trust

990PF • Fiscal year 2020 • EIN 84-7011247

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
29 Bancroft Mills RoadWilmington, DE 19806

(408) 412-1586

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

$6,267,042

No earlier filing loaded for comparison.

Net Assets

$6,242,042

No earlier filing loaded for comparison.

Liabilities

$25,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin98th percentile

Revenue

$6,272,031

No earlier filing loaded for comparison.

Expenses

$29,989

No earlier filing loaded for comparison.

Net Income

$6,242,042

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2020: $6,267,042Liabilities 2020: $25,000Net Assets 2020: $6,242,0422020Assets 2021: $15,632,917Liabilities 2021: $153,827Net Assets 2021: $15,479,0902021Assets 2022: $10,060,089Liabilities 2022: $24,500Net Assets 2022: $10,035,5892022Assets 2023: $7,992,765Liabilities 2023: $19,200Net Assets 2023: $7,973,5652023Assets 2024: $7,490,715Liabilities 2024: $4,850Net Assets 2024: $7,485,8652024

Highlighted filing

2020

Assets$6,267,042
Liabilities$25,000
Net Assets$6,242,042
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2020: $6,272,031Expenses 2020: $29,989Net Income 2020: $6,242,0422020Revenue 2021: $9,619,640Expenses 2021: $382,592Net Income 2021: $9,237,0482021Revenue 2022: -$3,773,061Expenses 2022: $1,670,440Net Income 2022: -$5,443,5012022Revenue 2023: $1,028,670Expenses 2023: $1,818,775Net Income 2023: -$790,1052023Revenue 2024: $1,374,166Expenses 2024: $460,056Net Income 2024: $914,1102024

Highlighted filing

2020

Revenue$6,272,031
Expenses$29,989
Net Income$6,242,042
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROLAND WORMSTrustee-$0--
PATRICIA TERDJMANTrustee-$0--
-Trust Admini-$0--
Filing and Contact Details

Filer

Filer Name
Aspen Tr
EIN
84-7011247
Address
29 BANCROFT MILLS ROAD, WILMINGTON, DE 19806

Signing Officer

Name
Commonwealth Trust Company
Title
Trust Administrator
Signed
2021-11-09

Preparer

Firm
John G Campbell CPA
Address
155 E CAMPBELL AVE STE 112, CAMPBELL, CA 95008-2066
Preparer
John G Campbell
Phone
4084121586
Raw XML Appendix284 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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PHILANTHROPY - ASPEN TRUST MAKES GRANTS TO ORGANIZATIONS THAT PROVIDE DIRECT BENEFITS TO DISADVANTAGED COMMNITIES WORLDWIDE, WHOSE PROGRAMS FOCUS ON HUMAN RIGHTS, SUSTAINABLE AND ECONOMIC DEVELOPMENT, AS WELL AS SUPPORT OF JEWISH CULTURE AND A PLURALISTIC SOCIETY IN ISRAEL.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0ARTS - RECOGNIZING THAT CONTEMPORARY ARTISTS MAKE AN IMPORTANT CONTRIBUTION TO A PROGRESSIVE SOCIETY, THEIR WORK OFTEN ADDRESSING KEY ISSUES OF OUR TIME, ASPEN TRUST MAKES GRANTS TO SUPPORT THE EXHIBITION OF CONTEMPORARY ARTS AND COLLABORATIONS AMONG CONTEMPORARY ARTISTS, CURATORS AND ART ORGANIZATIONS AROUND THE WORLD.
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt025000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025000
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0VINCENT WORMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02100 GREEN ST 604
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN FRANCISCO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094123
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05083316
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt04958316
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0TEKTON VENTURES LLC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-09-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010000
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS FROM PASSTHR
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04982
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0241
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-444
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2994973
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM PASSTHROUGH ORDINARY BUS
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UNREALIZED/UNDISTRIBUTED GAIN
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0241
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-444
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2994973
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt011000
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COMMONWEALTH TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASPEN TR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COMMONWEALTH TRUST COMPANY TTEE
ReturnHeader/Filer/BusinessNameControlTxt0ASPE
ReturnHeader/Filer/EIN0847011247
ReturnHeader/Filer/USAddress/AddressLine1Txt029 BANCROFT MILLS ROAD
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN G CAMPBELL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 E CAMPBELL AVE STE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMPBELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950082066
ReturnHeader/PreparerPersonGrp/PhoneNum04084121586
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN G CAMPBELL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T21:27:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0COMMONWEALTH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUST COMPANY
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
$6,267,042
Liabilities
$25,000
Net assets
$6,242,042
Revenue
$6,272,031
Expenses
$29,989
Net income
$6,242,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$1.37$0.46$0.91
2023Detailed filing. Detailed filing data is available for this year.$7.99$0.02$7.97$1.03$1.82$0.79
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.02$10.0$3.77$1.67$5.44
2021Detailed filing. Detailed filing data is available for this year.$15.6$0.15$15.5$9.62$0.38$9.24
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.03$6.24$6.27$0.03$6.24