EASTERN PENNSYLVANIA ENERGY ASSOCIATION INC (EIN 232159080) - 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

1980

Legal Domicile

Principal Officer

KATE DUFFEY

Phone

6104193242

Tax Period

2023-01-01 to 2023-12-31

EASTERN PENNSYLVANIA ENERGY ASSOCIATION INC, founded in 1980, is a small nonprofit that reported $109K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $36K, a strong 34% operating margin.

Mission

PROVIDE EDUCATION AND LEADERSHIP TO MEMBERSHIP AND SERVICE SCHOOLS FOR THE BENEFIT OF THE FUEL OIL INDUSTRY.

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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 $70,769

Program Service Revenue $0

Investment Income $4,505

Other Revenue $33,350

TOTAL REVENUE $108,624

Expense Breakdown

Grants Paid $5,000

Salaries & Benefits $40,800

Fundraising Expenses $0

Program Expenses $66,424

Other Expenses $26,360

TOTAL EXPENSES $72,160

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,624	$89,368	+0.2%
Expenses	$72,160	$74,646	0.0%
Net Income	$36,464	$14,722	+1.5%

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

$40,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS WOOSNAM	EXEC VICE PR	20.00	Director	$40,800	$0	$40,800
NICOLE CROUTHAMEL	SECRETARY/TR	1.00	Director	$0	$0	$0
KATE DUFFEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
DONNA GOEPFRCH	DIRECTOR	0.40	Officer Director	$0	$0	$0
BOB HARBISON	DIRECTOR	0.40	Director	$0	$0	$0
DAVE HARRIS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ART LANDIS	PAST PRESIDE	0.40	Director	$0	$0	$0
BRUCE LIMBERT	DIRECTOR	0.40	Director	$0	$0	$0
STEVE OEHLERT	DIRECTOR	0.40	Director	$0	$0	$0
THOMAS STUDEBAKER	DIRECTOR	0.40	Director	$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	$108,624	$72,160	$189,401	$36,464
2021	$65,869	$50,215	$171,398	$15,654
2020	$46,145	$47,829	$158,416	$-1,684
2019	$66,177	$60,859	$160,100	$5,318
2018	$49,101	$47,476	$154,782	$1,625

EASTERN PENNSYLVANIA ENERGY ASSOCIATION INC