OHIO PARTNERS FOR AFFORDABLE ENERGY (EIN 341877494) - 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

1998

Legal Domicile

Principal Officer

JOHN SARVER

Phone

4194258860

Tax Period

2023-01-01 to 2023-12-31

OHIO PARTNERS FOR AFFORDABLE ENERGY, founded in 1998, is a community nonprofit in the Human Services sector that reported $7.8M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

ASSISTS MEMBER AGENCIES IN PROVIDING ESSENTIAL ENERGY SERVICES, INCLUDING BILL PAYMENT ASSISTANCE, WEATHERIZATION, ENERGY EFFICIENCY, AND HOUSING SERVICES.

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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 $856,737

Program Service Revenue $6,906,203

Investment Income $40,838

Other Revenue $1,893

TOTAL REVENUE $7,805,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $471,515

Fundraising Expenses $90,361

Program Expenses $7,497,691

Other Expenses $7,421,558

TOTAL EXPENSES $7,893,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,805,671	$9,602,438	-0.2%
Expenses	$7,893,073	$9,659,154	-0.2%
Net Income	$-87,402	$-56,716	+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

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

$210,838

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH DEVANY	CHAIR	2.00	Officer Director	$0	$0	$0
DAVID BRIGHTBILL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JOSH ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
JOELLEN SANDERS	SECRETARY	1.00	Officer Director	$0	$0	$0
TERRY BOEHM	BOARD MEMBER	1.00	Director	$0	$0	$0
PHIL COLE	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY FEENEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY JACOBS	BOARD MEMBER	1.00	Director	$0	$0	$0
MONICA MARTELLO	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE PEOPLES	BOARD MEMBER	1.00	Director	$0	$0	$0
KEITH PITTS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SHEA	BOARD MEMBER	1.00	Director	$0	$0	$0
BARRY STRAHORN	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMBERLY WILLIAMS HIGHTOWER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SARVER	EXECUTIVE DIRECTOR	40.00	Officer	$101,949	$15,259	$117,208
CYNTHIA COLLINS	DIRECTOR OF FINANCE	40.00	Officer	$84,672	$8,958	$93,630

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	$7,805,671	$7,893,073	$2,353,371	$-87,402
2022	$9,602,438	$9,659,154	$2,741,252	$-56,716
2021	$9,033,795	$8,931,878	$9,545,597	$101,917
2020	$7,975,404	$7,872,134	$7,962,613	$103,270

OHIO PARTNERS FOR AFFORDABLE ENERGY