SMART GRID OREGON (EIN 272519900) - 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

2010

Legal Domicile

Phone

5032928881

Tax Period

2024-01-01 to 2024-12-31

SMART GRID OREGON, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $864K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $146K, a strong 17% operating margin.

Mission

Promote transactive energy projects

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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 $271,650

Program Service Revenue $573,012

Investment Income $19,297

Other Revenue $0

TOTAL REVENUE $863,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $142,500

Fundraising Expenses $0

Program Expenses $280,130

Other Expenses $575,155

TOTAL EXPENSES $717,655

Year-over-Year Comparison

	2024	2023	Change
Revenue	$863,959	$796,221	+0.1%
Expenses	$717,655	$748,408	0.0%
Net Income	$146,304	$47,813	+2.1%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emeka Anyanwu	Board Member	1	Director	$0	$0	$0
Jackie Flowers	Board Member	1	Director	$0	$0	$0
Hanna Grene	Board Member	1	Director	$0	$0	$0
Devin Hampton	Board Member	1	Director	$0	$0	$0
Bill Holmes	Board Member	1	Director	$0	$0	$0
Carl Imhoff	Board Member	1	Director	$0	$0	$0
Josh Keeling	Board Member	1	Director	$0	$0	$0
Marissa Hummon	Board Member	1	Director	$0	$0	$0
Luis D'Acosta	Board Member	1	Director	$0	$0	$0
Matt Piper	Board Member	1	Director	$0	$0	$0
Jennifer Potter	Board Member	1	Director	$0	$0	$0
Kristan Sheeran	Board Member	1	Director	$0	$0	$0
Maria Steele	Board Member	1	Director	$0	$0	$0
Vidya Vakayala	Board Member	1	Director	$0	$0	$0
Julie Desimone	Treasurer	2	Director	$0	$0	$0
Bryce Yonker	Executive Director	20	Officer	$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	$863,959	$717,655	$795,688	$146,304
2023	$796,221	$748,408	$646,548	$47,813
2022	$893,258	$673,290	$603,899	$219,968
2021	$324,410	$206,757	$379,363	$117,653
2020	$271,961	$226,021	$262,752	$45,940

SMART GRID OREGON