THE ENERGY PROFESSIONALS POTTS

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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

2005

Legal Domicile

Principal Officer

JENNIFER UNDERWOOD

Phone

5123229090

Tax Period

2024-01-01 to 2024-12-31

THE ENERGY PROFESSIONALS POTTS, founded in 2005, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2024.

Mission

TO RAISE FUNDS AND AWARENESS OF THE DEREGULATED RETAIL ELECTRICITY INDUSTRY IN TEXAS. ENSURE A MINIMUM LEVEL OF STANDARDS IN MEMBERS WHO ARE OPERATING WITHIN THE INDUSTRY.

Program Service Accomplishments

Program 1

Expenses: $1,160,508 Revenue: $771,743

TEPA CONFERENCE AND MEETINGS TO RAISE AWARENESS OF THE DEREGULATED RETAIL ELECTRICITY INDUSTRY IN TX.

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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 (2024)

Revenue Breakdown

Contributions & Grants $528,478

Program Service Revenue $771,743

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,300,221

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,189,773

Other Expenses $1,324,471

TOTAL EXPENSES $1,324,471

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,300,221	$1,361,719	0.0%
Expenses	$1,324,471	$1,032,219	+0.3%
Net Income	$-24,250	$329,500	-1.1%

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
STEVE CAMPBELL	VICE PRESIDE	N/A	Officer	$0	$0	$0
ANDREW BARTH	PRESIDENT	N/A	Officer	$0	$0	$0
JENNIFER UNDERWOOD	TREASURER	N/A	Officer	$0	$0	$0
PERRY RUTHVEN	SECRETARY	N/A	Officer	$0	$0	$0
GREG BECHERT	ATLARGE BOAR	N/A	Officer	$0	$0	$0
CHRIS GERSCH	ATLARGE BOAR	N/A	Officer	$0	$0	$0
DAVID ROYLANCE	ATLARGE BOAR	N/A	Officer	$0	$0	$0
LAUREN BAILEY	ATLARGE BOAR	N/A	Officer	$0	$0	$0
PAUL WARD	ATLARGE BOAR	N/A	Officer	$0	$0	$0
DAVID WIERS	ATLARGE BOAR	N/A	Officer	$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
2024	$1,300,221	$1,324,471	$570,966	$-24,250
2023	$1,361,719	$1,032,219	$562,215	$329,500
2022	$1,011,371	$832,170	$232,715	$179,201
2021	$536,819	$576,771	$53,514	$-39,952
2020	$494,499	$470,697	$93,466	$23,802
2019	$695,231	$660,166	$97,939	$35,065