The Energy Coalition

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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

2004

Legal Domicile

Principal Officer

Craig Perkins

Phone

9497014646

Tax Period

2023-01-01 to 2023-12-31

The Energy Coalition, founded in 2004, is a mid-sized nonprofit in the Environment sector that reported $17.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO MOBILIZE, EDUCATE, INFORM AND EMPOWER COMMUNITIES TO LEAP INTO THE FUTURE OF CLEAN ENERGY. OUR VISION IS A FUTURE IN WHICH CLEAN ENERGY IS AFFORDABLE AND ACCESSIBLE FOR ALL COMMUNITIES. WE ACCOMPLISH THIS BY FORGING CLOSE PARTNERSHIPS AMONG PUBLIC AGENCIES, UTILITIES, BUSINESSES, SCHOOLS, INDIVIDUALS AND COMMUNITY ORGANIZATIONS TO SECURE FUNDING FOR ENERGY INVESTMENTS, DESIGN ENERGY PROGRAMS, GUIDE ENERGY PLANNING, CONNECT WITH COMMUNITIES, AND EDUCATE FUTURE ENERGY LEADERS.

Program Service Accomplishments

Program 1

Expenses: $13,450,950

PROGRAM DELIVERY: INCLUDES PUBLIC RATE PAYER FUNDED PUBLIC AGENCY, TRANSPORTATION, AND HOMEOWNER PROGRAMS THAT PROMOTE ENERGY SUSTAINABILITY THROUGH THE DESIGN AND IMPLEMENTATION OF ENERGY EFFICIENCY...

Program 2

Expenses: $1,680,830

EDUCATION INITIATIVES: INCLUDES COMPREHENSIVE ENERGY, SUSTAINABILITY, AND PHYSICAL SCIENCE EDUCATION & WORKFORCE DEVELOPMENT PROGRAMS.

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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 $16,917,153

Program Service Revenue $0

Investment Income $277,523

Other Revenue $8,130

TOTAL REVENUE $17,202,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,878,038

Fundraising Expenses $0

Program Expenses $15,131,780

Other Expenses $6,706,326

TOTAL EXPENSES $17,584,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,202,806	$15,463,239	+0.1%
Expenses	$17,584,364	$15,840,445	+0.1%
Net Income	$-381,558	$-377,206	+0.0%

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

$1,465,223

Total Directors

$1,588,473

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Craig Perkins	President	40.0	Officer Director	$664,021	$39,454	$703,475
Allison Hart	BOARD MEMBER	40.0	Officer Director	$644,905	$38,843	$683,748
Doris Do	Vice President	40.0	Highest	$292,248	$22,035	$314,283
Laurel A Rothschild	Vice President	40.0	Highest	$290,617	$22,479	$313,096
Genaro Bugarin	Director	40.0	Highest	$195,781	$23,142	$218,923
Marc Costa	Director	40.0	Highest	$200,726	$12,826	$213,552
Rebecca Hausheer	Director	40.0	Highest	$195,664	$10,326	$205,990
Robert Keegan	CHAIRMAN	6.0	Officer Director	$78,000	$0	$78,000
Todd Campbell	Board Member	2.0	Director	$43,450	$0	$43,450
Michael Brown	Board Member	2.0	Director	$43,450	$0	$43,450
Charles Carlson	board member	2.0	Director	$36,350	$0	$36,350

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	$17,202,806	$17,584,364	$20,245,835	$-381,558
2022	$15,463,239	$15,840,445	$19,603,031	$-377,206
2021	$15,434,629	$14,197,937	$17,114,410	$1,236,692
2020	$14,508,524	$12,894,848	$16,340,028	$1,613,676
2019	$12,638,479	$10,751,542	$13,314,157	$1,886,937
2018	$9,918,744	$9,140,094	$10,988,363	$778,650