PP&L SUSTAINABLE 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

1999

Legal Domicile

Principal Officer

JOHN COSTLOW

Phone

6102644440

Tax Period

2024-01-01 to 2024-12-31

PP&L SUSTAINABLE ENERGY FUND, founded in 1999, is a community nonprofit in the Public & Societal Benefit sector that reported $1.8M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.1M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO PROMOTE, RESEARCH, AND INVEST IN CLEAN AND RENEWABLE ENERGY TECHNOLOGIES, ENERGY CONSERVATION, ENERGY EFFICIENCY, AND SUSTAINABLE ENERGY ENTERPRISES THAT PROVIDE OPPORTUNITIES AND BENEFITS FOR PP&L RATEPAYERS.

Program Service Accomplishments

Program 1

Expenses: $11,119 Revenue: $311,275

PROGRAM RELATED INVESTMENTS - SUSTAINABLE ENERGY FUND HAS ESTABLISHED VARIOUS FUNDING PROGRAMS TO SUPPORT BUSINESSES INVESTING IN ENERGY EFFICIENCY AND RENEWABLE PROJECTS.

Program 2

Expenses: $29,681 Revenue: $1,080

THE SUSTAINABLE ENERGY CONFERENCE IS AN EDUCATION INITIATIVE THAT PROMOTES THE ADOPTION AND INTEGRATION OF RENEWABLE ENERGY CONCEPTS AND TECHNOLOGIES INTO THE CURRICULUM OF COLLEGES AND UNIVERSITIES THROUGHOUT PENNSYLVANIA, AS WELL AS EDUCATION ON VARIOUS TOPICS TAUGHT BY INDUSTRY, POLICY, AND EDUCATION EXPERTS. THE CONFERENCE TARGET MARKET INCLUDES HIGH SCHOOL, MIDDLE SCHOOL, AND COLLEGE STUDENTS, DISLOCATED WORKERS, HIGH SCHOOL AND COLLEGE EDUCATORS, AND PRACTITIONERS.

Program 3

Expenses: $27,485

THE ENERGY SERVICE PROVIDER (ESP) NETWORK GIVES SMALL ENERGY SERVICE PROVIDERS A VENUE FOR LEARNING ABOUT FUNDING SOURCES, SOCIAL MARKETING OPPORTUNITIES, AND OTHER TOPICS WHICH WILL ENABLE THE ESP...

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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 $18,000

Program Service Revenue $1,408,242

Investment Income $394,511

Other Revenue $0

TOTAL REVENUE $1,820,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,199,276

Fundraising Expenses $0

Program Expenses $1,250,180

Other Expenses $910,419

TOTAL EXPENSES $2,109,695

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,820,753	$1,612,844	+0.1%
Expenses	$2,109,695	$2,199,795	0.0%
Net Income	$-288,942	$-586,951	-0.5%

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

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

$303,821

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN COSTLOW	PRESIDENT	40.00	Officer	$260,300	$43,521	$303,821
SALLY KRATZ	ACCOUNTANT	40.00	Highest	$164,656	$15,469	$180,125
SCOTT DESTEFON	VP INVESTMEN	40.00	Highest	$109,285	$36,388	$145,673
KYLE BURAK	DIRECTOR	5.00	Director	$0	$0	$0
LARRY EIGHMY	PAST SECRETA	5.00	Officer Director	$0	$0	$0
EVAN PAPPAS	SECRETARY/TR	5.00	Officer Director	$0	$0	$0
LYNN ROTHMAN	CHAIRPERSON	5.00	Officer Director	$0	$0	$0
RUDY SHANKAR	DIRECTOR	5.00	Director	$0	$0	$0
BRANDI SNYDER	PAST VICE CH	5.00	Officer Director	$0	$0	$0
SEAN ZILLER	DIRECTOR	5.00	Director	$0	$0	$0
TARA ZRINSKI	DIRECTOR	5.00	Director	$0	$0	$0
KURT ZWERKO	VICE CHAIRPE	5.00	Officer 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	$1,820,753	$2,109,695	$20,349,933	$-288,942
2023	$1,612,844	$2,199,795	$20,214,142	$-586,951
2022	$1,664,300	$1,811,748	$23,788,763	$-147,448
2021	$2,094,971	$1,678,647	$24,805,523	$416,324
2020	$1,873,845	$1,983,893	$24,454,528	$-110,048
2019	$1,174,715	$1,464,011	$22,750,005	$-289,296
2018	$1,021,982	$1,558,844	$20,810,907	$-536,862