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Nonprofiteer
← THE ASPEN INSTITUTE INC

Form 990 for tax year 2023

Filed by THE ASPEN INSTITUTE INC.

Totals

Total revenue
$232,109,335
Total expenses
$225,738,675
Contributions and grants received
$177,730,506
Grants paid
$34,469,867
Program services expenses (Part IX)
$180,701,733
Management and general expenses
$40,661,995
Fundraising expenses
$4,374,947
Program service expenses (Part III)
$180,701,733

Program services were 80.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL PORTERFIELD

    PRESIDENT & CEO

    Total calculated
    $843,443
    From this org
    $789,901
    From related orgs
    $0
    Other
    $53,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $666,400
    Bonus
    $0
    Other
    $123,501
    Deferred
    $43,120
    Nontaxable benefits
    $10,422
    Filer's total
    $843,443

  • MARGOT L PRITZKER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATHARINE ALBRIGHT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY S ARONIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALEX M AZAR II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DONNA BARKSDALE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MERCEDES BASS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MIGUEL MIKE BEZOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE BOBO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BETH BROOKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM BYNUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TROY CARTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CESAR R CONDE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PHYLLIS COULTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATIE COURIC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREA CUNNINGHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES S CROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KENNETH L DAVIS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN DOERR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THELMA DUGGIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ARNE DUNCAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL D EISNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • L BROOKS ENTWISTLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH FLEMING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROGER FERGUSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HENRY LOUIS GATES JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RUSSELL GOLDSMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANTONIO GRACIAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PATRICK W GROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ARJUN GUPTA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JANE HARMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAYA HENDERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK HOPLAMAZIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GERALD D HOSIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT HURST

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SONIA KAPADIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL KLEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KELI LEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAURA LAUDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MELONY LEWIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES M MANYIKA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CRAIG MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BONNIE PALMER MCCLOSKEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNE WELSH MCNULTY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DIANE L MORRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KARLHEINZ MUHR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CLARE MUNANA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JERRY MURDOCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HER MAJESTY QUEEN NOOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • OLARA A OTUNNU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELAINE PAGELS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ASUTOSH PADHI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PERRI PELTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CARRIE WALTON PENNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CARLA PINEYRO-SUBLETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM RESNICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICARDO SALINAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNA DEAVERE SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT K STEEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAURIE M TISCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER VARELAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RODERICK K VON LIPSEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VIN WEBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JESSIE WOOLLEY-WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELLIOT GERSON

    EXECUTIVE VP

    Total calculated
    $633,929
    From this org
    $576,899
    From related orgs
    $0
    Other
    $57,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $490,845
    Bonus
    $0
    Other
    $86,054
    Deferred
    $49,500
    Nontaxable benefits
    $7,530
    Filer's total
    $633,929

  • DAVID LANGSTAFF

    EXECUTIVE VP

    Total calculated
    $505,724
    From this org
    $449,743
    From related orgs
    $0
    Other
    $55,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $441,293
    Bonus
    $0
    Other
    $8,450
    Deferred
    $47,215
    Nontaxable benefits
    $8,766
    Filer's total
    $505,724

  • ANDREW AXELROD

    EVP FINANCE & ENTERPRISE BUS DEV.

    Total calculated
    $464,598
    From this org
    $452,148
    From related orgs
    $0
    Other
    $12,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,000
    Bonus
    $0
    Other
    $2,148
    Deferred
    $7,615
    Nontaxable benefits
    $4,835
    Filer's total
    $464,598

  • MARIA ACEBAL

    VP STRATEGIC DEV CORP SECRETARY

    Total calculated
    $380,120
    From this org
    $340,907
    From related orgs
    $0
    Other
    $39,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,100
    Bonus
    $22,291
    Other
    $2,516
    Deferred
    $37,323
    Nontaxable benefits
    $1,890
    Filer's total
    $380,120

  • CYNTHIA MCKEE

    EVP INSTITUTIONAL ADVANCEMENT

    Total calculated
    $488,399
    From this org
    $450,314
    From related orgs
    $0
    Other
    $38,085
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $445,433
    Bonus
    $0
    Other
    $4,881
    Deferred
    $33,000
    Nontaxable benefits
    $5,085
    Filer's total
    $488,399

  • STEPHEN PATRICK

    EXECUTIVE VP

    Total calculated
    $430,808
    From this org
    $370,953
    From related orgs
    $0
    Other
    $59,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $368,437
    Bonus
    $0
    Other
    $2,516
    Deferred
    $49,500
    Nontaxable benefits
    $10,355
    Filer's total
    $430,808

  • ANNE MOSLE

    VP, EXECUTIVE DIRECTOR

    Total calculated
    $426,568
    From this org
    $366,704
    From related orgs
    $0
    Other
    $59,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $364,103
    Bonus
    $0
    Other
    $2,601
    Deferred
    $49,500
    Nontaxable benefits
    $10,364
    Filer's total
    $426,568

  • JAMES SPIEGELMAN

    SENIOR ADVISOR

    Total calculated
    $414,192
    From this org
    $354,344
    From related orgs
    $0
    Other
    $59,848
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,914
    Bonus
    $0
    Other
    $7,430
    Deferred
    $49,500
    Nontaxable benefits
    $10,348
    Filer's total
    $414,192

  • MIECHA FORBES

    VP, PEOPLE AND CULTURE

    Total calculated
    $404,152
    From this org
    $370,386
    From related orgs
    $0
    Other
    $33,766
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,508
    Bonus
    $0
    Other
    $878
    Deferred
    $23,406
    Nontaxable benefits
    $10,360
    Filer's total
    $404,152

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ASPEN INSTITUTE FOLLOWS A POLICY GOVERNING EXPENSE REIMBURSEMENT AND COMPLIES WITH TRAVEL GUIDELINES APPLICABLE TO ALL EMPLOYEES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
14 October 2024
IRS schema version
2023v5.1
Source object
202412899349300321

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.