UTILITY ECONOMIC DEVELOPMENT ASSOCIATION (EIN 010579984) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

ANGELA ROGERS

Phone

5019045228

Tax Period

2023-01-01 to 2023-12-31

UTILITY ECONOMIC DEVELOPMENT ASSOCIATIOn, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $221K in total revenue in fiscal year 2018. Expenses of $196K left a modest 11% surplus.

Mission

PROVIDE EDUCATIONAL AND NETWORKING OPPORTUNITIES FOR ECONOMIC DEVELOPMENT OF CERTAIN UTILITIES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $230,465

Investment Income $619

Other Revenue $0

TOTAL REVENUE $231,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $257,988

TOTAL EXPENSES $257,988

Year-over-Year Comparison

	2023	2022	Change
Revenue	$231,084	$181,967	+0.3%
Expenses	$257,988	$218,690	+0.2%
Net Income	$-26,904	$-36,723	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGELA ROGERS	Executive Dir.	35.00	Director	$0	$0	$0
PAT KELLY	President	5.00	Director	$0	$0	$0
KELLY PATTON	Vice President	5.00	Director	$0	$0	$0
ALBA WEAVER	Secretary	5.00	Director	$0	$0	$0
PAM CHRISTENSON	Treasurer	5.00	Director	$0	$0	$0
LAWRENCE ACOSTA	Director	2.00	Director	$0	$0	$0
RICK EDWARDS	Director	2.00	Director	$0	$0	$0
PEGGY EHORA	Director	2.00	Director	$0	$0	$0
THERESA GARZA	Director	2.00	Director	$0	$0	$0
BRIAN GILDEA	Director	2.00	Director	$0	$0	$0
JOHN GEIB	Director	2.00	Director	$0	$0	$0
DAN PFEIFFER	Director	2.00	Director	$0	$0	$0
PERRY PERTUIT	Director	2.00	Director	$0	$0	$0
SHAWN PINGLETON	Director	2.00	Director	$0	$0	$0
MELISSA ROGERS	Director	2.00	Director	$0	$0	$0
JOE RUSSO	Director	2.00	Director	$0	$0	$0
ED SITAR	Director	2.00	Director	$0	$0	$0
TIM WELLS	Director	2.00	Director	$0	$0	$0
ERIC WHITFIELD	Director	2.00	Director	$0	$0	$0
TOMMY YOUNG	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$231,084	$257,988	$170,459	$-26,904
2019	$210,151	$216,625	$254,482	$-6,474
2018	$221,053	$195,804	$273,796	$25,249

UTILITY ECONOMIC DEVELOPMENT ASSOCIATION