POWEROPTIONS INC

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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

1989

Legal Domicile

Principal Officer

TINA BENNETT

Phone

6177378480

Tax Period

2024-07-01 to 2025-06-30

POWEROPTIONS INC, founded in 1989, is a community nonprofit in the Human Services sector that reported $6.5M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF POWEROPTIONS IS TO EMPOWER NON-PROFITS AND PUBLIC ENTITIES WITH SOLUTIONS TO REDUCE THE COST, CARBON, AND COMPLEXITY OF ENERGY. IT LEVERAGES ITS LARGE NON-PROFIT MEMBERSHIP TO SECURE FAVORABLE PRICING TERMS AND CONDITIONS FOR ENERGY AND ALSO OFFERS ENERGY RELATED SERVICES IN THE COMPETITIVE MARKET. IN DOING SO, POWEROPTIONS HELPS ITS MEMBERS SAVE MONEY THAT CAN BE DEPLOYED IN THE FURTHERANCE OF THE MISSIONS OF THE INDIVIDUAL NON-PROFIT ORGANIZATIONS IN THE CONSORTIUM.

Program Service Accomplishments

Program 1

Expenses: $4,099,293 Revenue: $5,736,073

POWEROPTIONS CONDUCTS COMPETITIVE PROCUREMENTS FOR ENERGY AND ENERGY RELATED SERVICES ON BEHALF OF THE CONSORTIUM OF MORE THAN 450 MEMBERS. THIS REQUIRES THE HIRING OF CONSULTANTS AND LEGAL SERVICES TO EVALUATE AND NEGOTIATE THE TERMS AND CONDITIONS FOR THE MEMBERS. ON AN ON-GOING BASIS, POWEROPTIONS STAFF FACILITATES THE ADMINISTRATION AND THE MARKETING OF THE PROGRAM, ASSISTS MEMBERS WITH BILLING DISPUTES WITH THE SUPPLIERS AND DEVELOPS NEW PROGRAM OPTIONS FOR THE CONSORTIUM.

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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 $280,500

Program Service Revenue $5,736,073

Investment Income $442,221

Other Revenue $0

TOTAL REVENUE $6,458,794

Expense Breakdown

Grants Paid $44,500

Salaries & Benefits $4,477,050

Fundraising Expenses $0

Program Expenses $4,099,293

Other Expenses $1,781,725

TOTAL EXPENSES $6,303,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,458,794	$5,160,023	+0.3%
Expenses	$6,303,275	$4,746,997	+0.3%
Net Income	$155,519	$413,026	-0.6%

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

$140,780

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET GAIL BESSER	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LAURA BARTSCH	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DANA RANCOURT	TREASURER & TRUSTEE	1.00	Director	$0	$0	$0
THOMAS E ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA BEGROWICZ	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA KATES-GARNICK	TRUSTEE	1.00	Director	$0	$0	$0
DAVID BOGAN	TRUSTEE	1.00	Director	$0	$0	$0
ARAH SCHUUR	TRUSTEE	1.00	Director	$0	$0	$0
SOUNAK CHATTERJEE	TRUSTEE	1.00	Director	$0	$0	$0
MAGGIE MCCAREY	TRUSTEE	1.00	Director	$0	$0	$0
APRIL SALAS	TRUSTEE	1.00	Director	$0	$0	$0
DANO WEISBORD	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN STELLJES	SENIOR VICE PRESIDENT	40.00	Officer	$109,154	$31,626	$140,780
TINA BENNETT	TRUSTEE	1.00	Officer	$0	$0	$0
HEATHER TAKLE	PRESIDENT AND CEO	40.00	Highest	$397,979	$54,771	$452,750
LIAM SULLIVAN	VICE PRESIDENT OF MARKETIN	40.00	Highest	$180,529	$33,421	$213,950
RITA A MORAN GREINMAN	BUSINESS DEVELOPMENT MANA	40.00	Highest	$159,038	$15,540	$174,578
ERIN CAMP	ESA PROGRAM MANAGER	40.00	Highest	$147,853	$35,842	$183,695
WALTER GRAY	PROGRAM MANAGER	40.00	Highest	$147,671	$21,990	$169,661
EMILY WEBB	DIRECTOR OF OPERATIONS	40.00	Highest	$137,072	$29,337	$166,409
MARGARET LUSARDI	EXECUTIVE VICE PRESIDENT	40.00		$222,866	$19,952	$242,818

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
2025	$6,458,794	$6,303,275	$11,088,678	$155,519
2024	$5,160,023	$4,746,997	$9,756,577	$413,026
2023	$3,789,504	$3,674,773	$8,290,776	$114,731
2022	$2,891,389	$2,885,595	$7,567,467	$5,794
2021	$3,347,845	$2,632,752	$8,674,578	$715,093
2020	$3,114,285	$3,088,345	$7,129,167	$25,940
2019	$3,361,194	$3,189,088	$6,992,075	$172,106