Energy Outwest (EIN 208563814) - 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

2007

Legal Domicile

Phone

3607522950

Tax Period

2023-01-01 to 2023-12-31

Energy Outwest, founded in 2007, is a micro nonprofit in the Education sector that reported $18K in total revenue in fiscal year 2023. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $104K exceeded revenue, resulting in a 475% operating deficit.

Mission

To promote and advance the technical capacity of the region's energy and environmental services network through education and training in energy conservation and renewable practices, technologies, and tools that will provide quality service targeting low income families and other households that will reduce the burden on government.

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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 $500

Program Service Revenue $0

Investment Income $17,517

Other Revenue $0

TOTAL REVENUE $18,017

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,711

Other Expenses $103,517

TOTAL EXPENSES $103,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,017	$1,230,530	-1.0%
Expenses	$103,517	$924,343	-0.9%
Net Income	$-85,500	$306,187	-1.3%

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

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
Dan Berube	Director	2.00	Director	$0	$0	$0
Ken Pancost	Director	2.00	Director	$0	$0	$0
Jim Lee	Director	2.00	Director	$0	$0	$0
Marcus Redden	Director	2.00	Director	$0	$0	$0
Vinny Pedalino	Director	2.00	Director	$0	$0	$0
Brandon Watkins	Director	0.00	Director	$0	$0	$0
Rory Hoffmann	Director	0.00	Director	$0	$0	$0
Lisa Johnson	Director	2.00	Director	$0	$0	$0
Andy Cordova	Director	2.00	Director	$0	$0	$0
Meghan McMillen	Director	0.00	Director	$0	$0	$0
Courtney N Ho	Director	2.00	Director	$0	$0	$0
Rod Burk	Director	2.00	Director	$0	$0	$0
Val Martinez	Director	2.00	Director	$0	$0	$0
George Thompson	Director	0.00	Director	$0	$0	$0
Matt Turner	Director	2.00	Director	$0	$0	$0
Marlon Stevens	Director	2.00	Director	$0	$0	$0
Jonathan Ballew	Director	2.00	Director	$0	$0	$0
Geoff Wilcox	Director	2.00	Director	$0	$0	$0
Jack Hruska	Director	2.00	Director	$0	$0	$0
Chris Baker	Director	2.00	Director	$0	$0	$0
Shelby Clem	Director	0.00	Director	$0	$0	$0
Troy Cucchiara	Director	2.00	Director	$0	$0	$0
Chris Clay	Director	2.00	Director	$0	$0	$0
Doug Misenheimer	Director	2.00	Director	$0	$0	$0
Brandon Kjelden	Director	2.00	Director	$0	$0	$0
David Hepinstall	Director	2.00	Director	$0	$0	$0
Michael Figueredo	Director	2.00	Director	$0	$0	$0
Kraig Ludwig	Director	2.00	Director	$0	$0	$0
Amanda Hatherly	Director	2.00	Director	$0	$0	$0
Bruce Hagen	Director	2.00	Director	$0	$0	$0
Cal Steiner	Director	2.00	Director	$0	$0	$0
John Tooley	Director	2.00	Director	$0	$0	$0
Travis Ekenberg	Director	0.00	Director	$0	$0	$0
Phil Hull	Director	2.00	Director	$0	$0	$0
Cary Grubb	Director	2.00	Director	$0	$0	$0
Tony Reis	Director	2.00	Director	$0	$0	$0
Aaron Mugaas	Director	2.00	Director	$0	$0	$0
Dimitri Florez	Director	2.00	Director	$0	$0	$0
Tammy Saida	Director	2.00	Director	$0	$0	$0
Dr Mae Worthey-Thomas	Director	2.00	Director	$0	$0	$0
Mimi Burbage	Chairperson	4.00	Officer	$0	$0	$0
Ken Robinette	Vice President	4.00	Officer	$0	$0	$0
Arleen Novotney	Secretary	4.00	Officer	$0	$0	$0
Andy Etue	Treasurer	4.00	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	No data	No data	No data	No data
2023	$18,017	$103,517	$1,195,355	$-85,500
2022	$1,230,530	$924,343	$1,231,883	$306,187
2021	$75,052	$65,201	$1,017,236	$9,851
2020	$63,949	$42,402	$1,007,385	$21,547
2018	$878,491	$548,717	$965,287	$329,774

Energy Outwest