ENERGY ACTION FUND (EIN 263390444) - 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

2008

Legal Domicile

Principal Officer

RYAN WERDER

Phone

4155616700

Tax Period

2023-01-01 to 2023-12-31

ENERGY ACTION FUND, founded in 2008, is a mid-sized nonprofit in the Environment sector that reported $48.0M in total revenue in fiscal year 2023. Revenue surged 299% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25.0M, a strong 52% operating margin.

Mission

ENERGY ACTION FUND ADVOCATES FOR A CLEAN AND EQUITABLE ENERGY FUTURE TO TACKLE THE CLIMATE CRISIS.

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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 $47,794,481

Program Service Revenue $0

Investment Income $217,477

Other Revenue $0

TOTAL REVENUE $48,011,958

Expense Breakdown

Grants Paid $15,474,778

Salaries & Benefits $1,413,471

Fundraising Expenses $363,786

Program Expenses $22,526,393

Other Expenses $6,164,324

TOTAL EXPENSES $23,052,573

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,011,958	$12,042,713	+3.0%
Expenses	$23,052,573	$16,854,253	+0.4%
Net Income	$24,959,385	$-4,811,540	-6.2%

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

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

$274,965

Total Directors

$57,287

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE SYSTROM	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JASON MARK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN STANLEY	SECRETARY	6.00	Officer Director	$50,780	$6,507	$57,287
COURTNEY CUFF	BOARD MEMBER	1.00	Director	$0	$0	$0
PHIL SHARP	BOARD MEMBER	1.00	Director	$0	$0	$0
VIRGINIA LACY	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC HEITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
RYAN WERDER	EAF EXECUTIVE DIRECTOR	28.00	Officer	$188,751	$28,927	$217,678
ELIZABETH SHROFF	PROGRAM DIRECTOR	30.00	Highest	$142,900	$24,691	$167,591

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	$48,011,958	$23,052,573	$33,339,510	$24,959,385
2022	$12,042,713	$16,854,253	$8,216,305	$-4,811,540
2021	$15,440,948	$11,855,243	$13,042,856	$3,585,705
2021	$15,440,948	$11,855,243	$13,042,856	$3,585,705
2020	$12,338,784	$9,413,624	$9,177,467	$2,925,160
2019	$9,895,000	$5,881,679	$6,743,738	$4,013,321

ENERGY ACTION FUND