OPERATION SHARE ENERGY FUND

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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

2009

Legal Domicile

Principal Officer

ROBERT BEARD

Phone

4842561717

Tax Period

2023-10-01 to 2024-09-30

OPERATION SHARE ENERGY FUND, founded in 2009, is a small nonprofit in the Human Services sector that reported $124K in total revenue in fiscal year 2023.

Mission

ASSIST HOUSEHOLDS IN NEED WITH WINTER ENERGY BILLS.

Program Service Accomplishments

Program 1

Expenses: $131,830

PROVIDE EMERGENCY ASSISTANCE FROM UGI UTILITIES, INC. AND RELATED SUBSIDIARIES TO RESIDENTIAL CUSTOMERS FACED WITH SEVERE HARDSHIP IN PAYING THEIR ENERGY BILLS DUE TO A CRISIS SITUATION.

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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 $124,317

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $124,317

Expense Breakdown

Grants Paid $131,830

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $131,830

Other Expenses $0

TOTAL EXPENSES $131,830

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,317	$129,701	0.0%
Expenses	$131,830	$152,111	-0.1%
Net Income	$-7,513	$-22,410	-0.7%

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
ROBERT BEARD	EXECUTIVE VP	2.00	Officer	$0	$0	$0
DEANNA KOPPENHOFFER	VP HUMAN RES	2.00	Officer	$0	$0	$0
PAUL SZYKMAN	VP OF RATES	2.00	Officer	$0	$0	$0
KATHLEEN IGLAR	ADMINISTRATI	10.00	Officer	$0	$0	$0
HANS BELL	PRESIDENT	2.00	Officer	$0	$0	$0
DANIEL ADAMO	VP CUSTOMER	2.00	Officer	$0	$0	$0
CHRISTOPHER BROWN	VP FINANCE &	2.00	Officer	$0	$0	$0
JASON RICH	ASSISTANT TR	2.00	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	$124,317	$131,830	$5,458	$-7,513
2023	$129,701	$152,111	$22,971	$-22,410
2022	$136,756	$146,915	$35,381	$-10,159
2021	$201,160	$187,515	$45,540	$13,645
2019	$272,591	$302,606	$247,471	$-30,015