DOLLAR ENERGY FUND INC (EIN 251442933) - 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

1983

Legal Domicile

Principal Officer

DANIEL V CAPONI

Phone

4124312800

Tax Period

2024-10-01 to 2025-09-30

DOLLAR ENERGY FUND INC, founded in 1983, is a mid-sized nonprofit in the Housing & Shelter sector that reported $41.8M in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $38.7M left a modest 7% surplus.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR HOUSEHOLDS EXPERIENCING HARDSHIPS BY PROVIDING UTILITY ASSISTANCE AND OTHER SERVICES THAT LEAD TO SELF-SUFFICIENCY.

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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 $28,704,305

Program Service Revenue $12,640,856

Investment Income $556,662

Other Revenue $-110,858

TOTAL REVENUE $41,790,965

Expense Breakdown

Grants Paid $23,842,187

Salaries & Benefits $10,184,973

Fundraising Expenses $542,808

Program Expenses $35,778,513

Other Expenses $4,662,803

TOTAL EXPENSES $38,689,963

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,790,965	$78,056,438	-0.5%
Expenses	$38,689,963	$74,042,979	-0.5%
Net Income	$3,101,002	$4,013,459	-0.2%

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

147

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

$1,306,346

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD GIULIANELLI	PRESIDENT	0.50	Officer Director	$0	$0	$0
DOUG PAPA	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
PAUL ATENCIO	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
NICK MEDDIS	TREASURER	0.50	Officer Director	$0	$0	$0
AMANDA COLE	SECRETARY	0.50	Officer Director	$0	$0	$0
JOSEPH OTT	PAST PRESIDENT	0.50	Officer Director	$0	$0	$0
JUSTIN GOOD	UTILITY COMPANY REPRESENTATIVE	0.50	Director	$0	$0	$0
RACHEL ROMITO	DIRECTOR	0.50	Director	$0	$0	$0
JOHN MARKWELL	DIRECTOR	0.50	Director	$0	$0	$0
REED NATALI	DIRECTOR	0.50	Director	$0	$0	$0
ELLEN ROSSI	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH SARACENO	DIRECTOR (UNTIL 6/25)	0.50	Director	$0	$0	$0
VALERIE WIELOCH	DIRECTOR (UNTIL 5/25)	0.50	Director	$0	$0	$0
PAUL WOOD	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL ZANIC	DIRECTOR	0.50	Director	$0	$0	$0
KYLE O'CONNOR	DIRECTOR	0.50	Director	$0	$0	$0
CHAD QUINN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$337,328	$42,665	$379,993
SEAN SMILES	CHIEF INFORMATION OFFICER	40.00	Officer	$216,030	$37,624	$253,654
DAN CAPONI	CHIEF FINANCIAL OFFICER	40.00	Officer	$204,694	$40,387	$245,081
LISA STOEBENER	CHIEF HUMAN RESOURCES OFFICER	40.00	Officer	$201,419	$32,694	$234,113
ALAN MICHAEL	CHIEF OPERATING OFFICER	40.00	Officer	$162,308	$31,197	$193,505
SHAHABUDDIN KAZI	CISCO VOIP ENGINEER	40.00	Highest	$144,310	$37,243	$181,553
DAVID BURKHART	SYSTEMS ANALYST III	40.00	Highest	$137,064	$9,467	$146,531
CECILY MAHOOD	CONTROLLER	40.00	Highest	$103,460	$31,417	$134,877
JENNIFER FERENCE	HUMAN RESOURCES DIRECTOR	40.00	Highest	$100,082	$19,549	$119,631

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	$41,790,965	$38,689,963	$35,308,444	$3,101,002
2024	$78,056,438	$74,042,979	$33,568,622	$4,013,459
2023	$20,324,734	$24,709,750	$28,233,216	$-4,385,016
2022	$23,037,155	$21,787,285	$29,721,352	$1,249,870
2021	$31,675,469	$25,934,869	$29,843,254	$5,740,600
2020	$21,092,613	$19,325,818	$36,466,034	$1,766,795
2019	$33,833,046	$18,060,776	$29,973,588	$15,772,270

DOLLAR ENERGY FUND INC