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Nonprofit · EIN 30-0855877

ASPEN GROUP

Tax-exempt · OKEMOS, MI 48864

Financials

$336K$285K2023$374K$289K2024$236K$299K2025
Revenue Expenses · by fiscal year end
Financials of ASPEN GROUP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$235,500$299,170-$63,670$246,547$6,210$240,337
December 31, 2024990$374,000$288,839$85,161$304,007$0$304,007
December 31, 2023990$336,000$285,058$50,942$296,601$77,755$218,846
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$235,500
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,700
Travel
$6,842
Program services (functional)
$294,562
Management and general (functional)
$4,608

Balance sheet and other

Total assets, start of year
$304,007
Total assets, end of year
$246,547
Total liabilities, end of year
$6,210
Net assets, end of year
$240,337
Net assets without donor restrictions
$240,337
Gross receipts
$235,500
Employees
0
Volunteers
3
Year formed
2014
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PATRICK CONWAYPRESIDENT
Trustee or director, Officer
0.25$0
MARK MCCLELLANSECRETARY
Trustee or director, Officer
0.25$0
MARTHA WOFFORDTREASURER
Trustee or director, Officer
0.25$0
AMY BASSANOEXECUTIVE DI
Officer
3$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
PATRICK CONWAYPRESIDENT
Trustee or director, Officer
0.25$0
MARK MCCLELLANSECRETARY
Trustee or director, Officer
0.25$0
MARTHA WOFFORDTREASURER
Trustee or director, Officer
0.25$0
JEREMY BAHREXECUTIVE DI
Officer
1$0
AMY BASSANOEXECUTIVE DI
Officer
3$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
PATRICK CONWAYPRESIDENT
Trustee or director, Officer
0.25$0
MARK MCCLELLANSECRETARY
Trustee or director, Officer
0.25$0
MARTHA WOFFORDTREASURER
Trustee or director, Officer
0.25$0
JEREMY BAHREXECUTIVE DI
Officer
1$0
AMY BASSANOEXECUTIVE DI
Officer
1.25$0

Address and contacts

Address (IRS master file)
2501 WOODLAKE CIR, OKEMOS, MI 48864-5913
Principal officer (990 for 2025)
PATRICK CONWAY, 2501 WOODLAKE CIR, OKEMOS, MI 48864
Signed the 990
PATRICK CONWAY, PRESIDENT
Phone
(517) 482-9236
Return prepared by
KUNDINGER CORDER & MONTOYA PC

Mission

THE ASPEN GROUP IS A NON-PARTISAN, BY INVITATION ONLY, HEALTHCARE FORUM. OUR MEMBERS, WITH A TRACK RECORD OF LEADERSHIP IN BOTH THE PUBLIC AND PRIVATE SECTORS, SHARE IDEAS, MAKE RECOMMENDATIONS, AND SERVE AS A RESOURCE TO POLICY MAKERS, WITH THE GOAL OF MAKING U.S. HEALTHCARE MORE PATIENT CENTERED, ACCESSIBLE, AND EQUITABLE.

990 for the year ended December 31, 2025

Program accomplishments

  • THE ASPEN GROUP MAKES RECOMMENDATIONS, SHARES IDEAS, AND SERVES AS A RESOURCE TO POLICY MAKERS, WITH THE GOAL OF MAKING U.S. HEALTHCARE MORE PATIENT CENTERED, ACCESSIBLE, AND EQUITABLE.
    Expenses $294,562

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
30-0855877
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2015
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$246,547
Income (IRS master file)
$235,500

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$235,500$299,170$246,547IRS
990December 2024$374,000$288,839$304,007IRS
990December 2023$336,000$285,058$296,601XML
990December 2022$370,500$226,344$250,404IRS
990-EZDecember 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0855877).

Questions about ASPEN GROUP

What is the EIN of ASPEN GROUP?
The employer identification number (EIN) of ASPEN GROUP is 30-0855877.
Is ASPEN GROUP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to ASPEN GROUP tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ASPEN GROUP file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ASPEN GROUP due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ASPEN GROUP last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ASPEN GROUP?
The 990 for the year ended December 31, 2025 names PATRICK CONWAY.
Who are the officers and directors of ASPEN GROUP?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ASPEN GROUP have?
On its 990 for the year ended December 31, 2025 it reported revenue of $235,500, expenses of $299,170 and total assets of $246,547 at year end.

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