THE WINTERCARE ENERGY FUND INC (EIN 311095072) - 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

SHARON PRICE

Phone

8592334600

Tax Period

2024-07-01 to 2025-06-30

THE WINTERCARE ENERGY FUND INC, founded in 1983, is a small nonprofit in the Human Services sector that reported $503K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 26% operating margin.

Mission

TO PROVIDE ENERGY ASSISTANCE TO INDIVIDUALS DEMONSTRATING NEED IN KENTUCKY.

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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 $502,504

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $502,504

Expense Breakdown

Grants Paid $338,067

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $338,067

Other Expenses $35,262

TOTAL EXPENSES $373,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$502,504	$339,524	+0.5%
Expenses	$373,329	$361,322	+0.0%
Net Income	$129,175	$-21,798	-6.9%

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

$454,285

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL MURPHY	CHAIR	1.00	Officer Director	$0	$0	$0
CACI HISLE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHELE LEE	SECRETARY	1.00	Officer Director	$0	$0	$0
KIMBERLY BAIRD	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD HEINE	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
ART CROSBY	BOARD MEMBER	1.00	Director	$0	$0	$0
CONNIE GODFREY	BOARD MEMBER	1.00	Director	$0	$0	$0
DEBBIE LINK	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLI PARMLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON PRICE	EXECUTIVE DIRECTOR	1.00	Officer	$0	$63,667	$271,411
STEVEN GRAVITT	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$53,113	$182,874

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	$502,504	$373,329	$539,704	$129,175
2024	$339,524	$361,322	$408,104	$-21,798
2023	$384,438	$400,253	$434,005	$-15,815
2022	$363,317	$399,265	$449,778	$-35,948
2021	$416,963	$253,090	$471,676	$163,873
2020	$342,232	$219,067	$304,933	$123,165
2019	$325,808	$253,818	$184,854	$71,990
2018	$364,067	$378,988	$128,834	$-14,921

THE WINTERCARE ENERGY FUND INC