UNITED STATES ENERGY ASSOCIATION INC (EIN 136219869) - 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

1972

Legal Domicile

Principal Officer

BRIAN D KEARNS

Phone

2023121232

Tax Period

2023-01-01 to 2023-12-31

UNITED STATES ENERGY ASSOCIATION INC, founded in 1972, is a mid-sized nonprofit in the International Affairs sector that reported $13.2M in total revenue in fiscal year 2023. Expenses of $12.7M left a modest 3% surplus.

Mission

SEE PART III, LINE 1.

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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 $12,605,379

Program Service Revenue $216,370

Investment Income $307,383

Other Revenue $58,583

TOTAL REVENUE $13,187,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,254,060

Fundraising Expenses $0

Program Expenses $10,226,889

Other Expenses $7,495,134

TOTAL EXPENSES $12,749,194

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,187,715	$13,291,221	0.0%
Expenses	$12,749,194	$12,982,407	0.0%
Net Income	$438,521	$308,814	+0.4%

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

$1,361,277

Total Directors

$735,604

Key Employees

$764,082

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN KEARNS	COO/ CFO/ SECRETARY	35.00	Officer Director	$648,207	$87,397	$735,604
VICKY BAILEY	EXECUTIVE CHAIR	2.00	Officer Director	$0	$0	$0
JOHN BUCHOVECKY	COUNSEL	2.00	Officer Director	$0	$0	$0
ROBERT GEE	TREASURER	2.00	Officer Director	$0	$0	$0
MERRIBEL AYRES	DIRECTOR	1.00	Director	$0	$0	$0
MARIO AZAR	DIRECTOR	1.00	Director	$0	$0	$0
KHARY CAUTHEN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HARBERT	DIRECTOR	1.00	Director	$0	$0	$0
DONALD HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA HOLLIS	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MARIA KORSNICK	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS KUHN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL LECLAIR	DIRECTOR	1.00	Director	$0	$0	$0
ARSHAD MANSOOR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MARVENTANO	DIRECTOR	1.00	Director	$0	$0	$0
MAJIDA MOURAD	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES PATTON	DIRECTOR, UNTIL 05/2023	1.00	Director	$0	$0	$0
STANLEY PORTER	DIRECTOR	1.00	Director	$0	$0	$0
JIM ROBB	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL ROE	DIRECTOR	1.00	Director	$0	$0	$0
EDMUND SCHWEITZER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SOMMERS	DIRECTOR	1.00	Director	$0	$0	$0
DENA WIGGINS	DIRECTOR	1.00	Director	$0	$0	$0
ALBERT WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL YERGIN	DIRECTOR	1.00	Director	$0	$0	$0
MARK MENEZES	PRESIDENT & CEO, FROM 6/15/2023	35.00	Officer	$355,673	$0	$355,673
ISABELLE SHEILA HOLLIS	ACTING EXECUTIVE DIRECTOR.	35.00	Officer	$270,000	$0	$270,000
WILLIAM POLEN	SENIOR PROGRAM DIRECTOR	35.00	Key Emp	$379,188	$41,306	$420,494
MARJORE JEAN-PIERRE	SENIOR PROGRAM DIRECTOR	35.00	Key Emp	$302,075	$41,513	$343,588
ANDREW PALMATEER	PROGRAM DIRECTOR	35.00	Highest	$218,854	$42,241	$261,095
ALBERT DOUB	PROGRAM DIRECTOR	35.00	Highest	$202,406	$44,462	$246,868
KIMBERLY GROVER	PROGRAM MANAGER	35.00	Highest	$188,131	$29,078	$217,209
SARAH BLANFORD	DEPUTY PROGRAM DIRECTOR	35.00	Highest	$143,770	$17,057	$160,827
PATRICIA WILLIAMS	DEPUTY PROGRAM DIRECTOR	35.00	Highest	$141,420	$30,719	$172,139

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	No data	No data	No data	No data
2023	$13,187,715	$12,749,194	$8,652,435	$438,521
2022	$13,291,221	$12,982,407	$8,778,918	$308,814
2021	$9,749,821	$9,188,498	$6,320,815	$561,323
2020	$9,824,338	$9,388,080	$5,872,170	$436,258
2019	$10,433,547	$10,065,360	$5,459,970	$368,187
2018	$9,472,815	$9,256,747	$4,545,588	$216,068

UNITED STATES ENERGY ASSOCIATION INC