Social Science (V200) IRS Verified DX Registered 990 on File

THE ASPEN INSTITUTE INC

EIN: 84-0399006 · WASHINGTON, DC 20037-1122 · United States · FY 2024 Data

3 out of 5 54 / 100 Based on 2+ years of filings

Financial strength (30%) 80/100

Reliability (20%) 55/100

Effectiveness (25%) 76/100

Impact (25%) No data yet

Financial data: FY 2024 · Scored 9/13/2026

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Financial Overview — FY 2024

$443.8M

Total Revenue

$234.3M

Total Expenses

$647.1M

Net Assets

754

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 79.2%

Fundraising Efficiency 3074.4%

Operating Reserve 33.15x

Liability-to-Asset 14.5%

Revenue Diversification 85.9%

Executive Compensation $3.5M

Compared with Peers

FY 2023

Compared with 6 similar organizations (United States, Social Science, $100M and over in expenses), FY 2023. No peer figures are published for FY 2024; the group's latest year is shown instead. This organization's figures are from FY 2024.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	79.2%	79.7%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	18.7%	17.7%	P10P90	Below median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	2.1%	1.2%	P10P90	Below median
Operating reserve Months of expenses covered by net assets · higher is better	33.2 mo	19.1 mo	P10P90	Top quarter
Liabilities to assets Total liabilities / total assets · lower is better	14.5%	40.0%	P10P90	Top quarter
Revenue concentration Share of revenue from the largest source · lower is better	85.9%	91.0%	P10P90	Above median
Revenue growth Year over year revenue growth	91.2%	0.9%	P10P90
Expense growth Year over year expense growth	3.8%	7.2%	P10P90
Surplus margin Surplus as a share of revenue	47.2%	-4.2%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2024	$443.8M	$234.3M	$647.1M	79.2%	754
2023	$232.1M	$225.7M	$408.2M	80.1%	724
2022	$189.8M	$192.9M	$372.1M	80.3%	764
2021	$311.9M	$143.8M	N/A	—	720

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Organization Details

EIN: 84-0399006
State: DC
City: WASHINGTON
ZIP: 20037-1122
Classification: V200
Category: Social Science
Rating: 3★
Coverage: A
Last Updated: Aug 2026
Foundation Code: 16
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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