NORTH AMERICAN BOARD OF CERTIFIED ENERGY PRACTITIONERS INC (EIN 050522337) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

SHAWN O'BRIEN

Phone

8006540021

Tax Period

2023-10-01 to 2024-09-30

NORTH AMERICAN BOARD OF CERTIFIED ENERGY PRACTITIONERS INC, founded in 2002, is a community nonprofit in the Community Improvement sector that reported $2.6M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $489K, a strong 19% operating margin.

Mission

TO SUPPORT, AND WORK WITH, THE RENEWABLE ENERGY AND ENERGY EFFICIENCY INDUSTRIES, PROFESSIONALS, AND STAKEHOLDERS AND IS INTENDED TO DEVELOP AND IMPLEMENT QUALITY CREDENTIALING AND CERTIFICATION PROGRAMS FOR PRACTITIONERS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $124,765

Program Service Revenue $2,455,321

Investment Income $7,252

Other Revenue $0

TOTAL REVENUE $2,587,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $779,052

Fundraising Expenses $0

Program Expenses $1,447,864

Other Expenses $1,319,198

TOTAL EXPENSES $2,098,250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,587,338	$2,222,693	+0.2%
Expenses	$2,098,250	$1,911,670	+0.1%
Net Income	$489,088	$311,023	+0.6%

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

Employees

Volunteers

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

$258,469

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON WARFIELD	BOARD MEMBER (CHAIR)	1.50	Officer Director	$0	$0	$0
GEOFF GREENFIELD	BOARD MEMBER (VICE CHAIR)	1.00	Officer Director	$0	$0	$0
ED MURRAY	BOARD MEMBER (TREASURER)	1.00	Officer Director	$0	$0	$0
JEFF SPIES	BOARD MEMBER (SECRETARY)	1.00	Officer Director	$0	$0	$0
DELL JONES	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDREW TRUITT	BOARD MEMBER	0.50	Director	$0	$0	$0
WARD BOWER	BOARD MEMBER	0.50	Director	$0	$0	$0
ROY BUTLER	BOARD MEMBER	0.50	Director	$0	$0	$0
JOSEPH SARUBBI	BOARD MEMBER	0.50	Director	$0	$0	$0
BOB HATTIER	BOARD MEMBER	0.50	Director	$0	$0	$0
KARO FERNANDEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
REBEKAH HREN	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID RUSCH	BOARD MEMBER	0.50	Director	$0	$0	$0
EMMITT MUCKLES	BOARD MEMBER	0.50	Director	$0	$0	$0
ROBERT DONALD	CONTROLLER	37.50	Officer	$91,242	$5,576	$96,818
SHAWN O'BRIEN	PRESIDENT & CEO	37.50	Officer	$152,974	$8,677	$161,651

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
2024	$2,587,338	$2,098,250	$2,112,277	$489,088
2023	$2,222,693	$1,911,670	$1,576,014	$311,023
2022	$2,128,824	$2,019,080	$1,355,422	$109,744
2021	$1,701,532	$1,638,121	$760,702	$63,411
2020	$1,612,640	$1,424,870	$542,030	$187,770
2019	$1,570,139	$1,807,008	$508,622	$-236,869
2018	$1,813,865	$1,774,194	$760,641	$39,671

NORTH AMERICAN BOARD OF CERTIFIED ENERGY PRACTITIONERS INC