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Research and Public Policy : Social and Public Policy Research

The Aspen Institute

Fostering enlightened leadership and open-minded dialogue

four stars

93.56

2300 N Street NW Suite 700
Washington, DC 20036
tel: (202) 736-5800   Web Site
EIN: 84-0399006

Board Leadership
James Schine Crown
Chair

CEO
Daniel Porterfield
President, CEO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 93.56 four stars
  Financial 95.67 four stars
  Accountability & Transparency 92.00 four stars
This rating was published 04/01/2018 and includes data from FY2016, the most recent 990 received at that time.

Founded in 1950, the Aspen Institute has a twofold mission: to foster values-based leadership, encouraging individuals to reflect on the ideals and ideas that define a good society, and to provide a neutral and balanced venue for discussing and acting on critical issues. The Aspen Institute does this primarily in four ways: seminars, which help participants reflect on what they think makes a good society, thereby deepening knowledge, broadening perspectives and enhancing their capacity to solve the problems leaders face; young-leader fellowships around the globe, which bring a selected class of proven leaders together; policy programs, which serve as nonpartisan forums for analysis, consensus building, and problem solving; and public conferences and events, which provide a commons for people to share ideas.

Founded in 1950, the Aspen Institute has a twofold mission: to foster values-based leadership, encouraging individuals to reflect on the ideals and ideas that define a good society, and to provide a neutral and balanced venue for discussing and acting on critical issues. The Aspen Institute does this primarily in four ways: seminars, which help participants reflect on what they think makes a good society, thereby deepening knowledge, broadening perspectives and enhancing their capacity to solve the problems leaders face; young-leader fellowships around the globe, which bring a selected class of proven leaders together; policy programs, which serve as nonpartisan forums for analysis, consensus building, and problem solving; and public conferences and events, which provide a commons for people to share ideas.

Impact Information

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Financial

four stars

95.67

Accountability & Transparency

four stars

92.00

This rating was published 04/01/2018 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
78.6%
  Administrative Expenses 18.5%
  Fundraising Expenses 2.7%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 2.12
  Program Expenses Growth 11.4%
  Liabilities to Assets 7.8%
All data for Financial Performance Metrics calculations was provided by The Aspen Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Aspen Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Aspen Institute (DC) 93.56 four stars
State Policy Network (VA) 90.30 four stars
NALEO Educational Fund (CA) 89.62 three stars
American Constitution Society for Law and Policy (DC) 85.10 three stars
Center for the National Interest (DC) 88.29 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $80,362,823
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $2,491,645
   Related Organizations $0
   Government Grants $2,466,866
Total Contributions $85,321,334
   Program Service Revenue $34,507,947
Total Primary Revenue $119,829,281
   Other Revenue $469,418
TOTAL REVENUE $120,298,699
   
EXPENSES  
   Program Expenses $90,079,693
   Administrative Expenses $21,215,041
   Fundraising Expenses $3,159,292
TOTAL FUNCTIONAL EXPENSES $114,454,026
   
Payments to Affiliates $0
Excess (or Deficit) for the year $5,844,673
   
Net Assets $272,912,151

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Policy Program $49,507,418 54.9%
Campus Activities $16,969,578 18.8%
Public Programs $12,693,029 14.1%

Ratings History
The Aspen Institute has received 8 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-12 04/01/2018 93.56 four stars
2015-12 05/01/2017 94.19 four stars
2014-12 06/01/2016 95.54 four stars
 
CN 2.0
2014-12 04/01/2016 95.41 four stars
2013-12 06/01/2015 91.57 four stars
2012-12 12/20/2013 91.49 four stars
2011-12 06/01/2013 91.35 four stars
2010-12 04/01/2012 92.41 four stars
2009-12 09/20/2011 93.72 four stars
 
CN 1.0
2009-12 05/01/2011 92.27 four stars
2008-12 07/01/2010 82.69 three stars
2007-12 06/01/2009 98.39 four stars
2006-12 07/01/2008 95.56 four stars
2005-12 12/15/2006 98.43 four stars
2004-12 01/01/2006 86.05 three stars
2003-12 03/01/2005 85.50 three stars
2002-12 05/01/2004 92.20 four stars
2001-12 04/15/2003 90.41 four stars
2000-12 04/15/2002 91.83 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 84-0399006
Name in IRS Master File THE ASPEN INSTITUTE INC
NTEE Code V20
NTEE Classification Social Science Institutes, Services
NTEE Type Social Science Research Institutes, Services
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date February, 1951
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
  • December, 2012

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$806,885 0.70% Walter Isaacson President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
The Aspen Institute (DC) 93.56 four stars
American Council on Science and Health (NY) 86.87 three stars
State Policy Network (VA) 90.30 four stars
National Employment Law Project (NY) 92.15 four stars
Pioneer Institute (MA) 91.51 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Aspen Institute
2300 N Street NW
Suite 700
Washington, DC 20036
tel: (202) 736-5800
fax: (202) 467-0790
EIN: 84-0399006

Visit Web Site

Board Leadership

James Schine Crown
Chair

CEO

Daniel Porterfield
President, CEO

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