ENERGY ASSISTANCE FOUNDATION

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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

1982

Legal Domicile

Principal Officer

SUSAN SAMS

Phone

2174246424

Tax Period

2025-01-01 to 2025-12-31

ENERGY ASSISTANCE FOUNDATION, founded in 1982, is a community nonprofit in the Housing & Shelter sector that reported $2.8M in total revenue in fiscal year 2025. Revenue surged 218% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 71% operating margin.

Mission

PROVIDE YEAR-ROUND BILL PAYMENT ASSISTANCE AND HOME WEATHERIZATION

Program Service Accomplishments

Program 1

CRISIS NEEDS PROGRAM - MONETARY ASSISTANCE TO ELIGIBLE INDIVIDUALS EXPERIENCING CRISIS FOR ASSISTANCE IN PAYING ELECTRIC AND GAS BILLS.

Program 2

Expenses: $591,788 Revenue: $2,718,321

WARM NEIGHBORS COOL FRIENDS PROGRAM - MONETARY ASSISTANCE TO ELIGIBLE INDIVIDUALS FOR ASSISTANCE IN PAYING ELECTRIC AND GAS BILLS RESULTING FROM EXTREME WEATHER SEASONS. OVER 30 VOLUNTEER AGENCIES...

WARM NEIGHBORS COOL FRIENDS PROGRAM - MONETARY ASSISTANCE TO ELIGIBLE INDIVIDUALS FOR ASSISTANCE IN PAYING ELECTRIC AND GAS BILLS RESULTING FROM EXTREME WEATHER SEASONS. OVER 30 VOLUNTEER AGENCIES APPROVED GRANTS TO DISTRIBUTE FOR THIS PURPOSE.

Program 3

Expenses: $29,751

ENERGY EFFICIENCY PROGRAM: A CO-PAY FOR MODERATE INCOME CUSTOMERS FOR ENERGY EFFICIENT UPGRADES TO THEIR HOME UP TO 5,000 PER HOME.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,718,322

Program Service Revenue $0

Investment Income $46,974

Other Revenue $0

TOTAL REVENUE $2,765,296

Expense Breakdown

Grants Paid $530,093

Salaries & Benefits $190,238

Fundraising Expenses $46,439

Program Expenses $621,539

Other Expenses $77,481

TOTAL EXPENSES $797,812

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,765,296	$869,679	+2.2%
Expenses	$797,812	$1,083,680	-0.3%
Net Income	$1,967,484	$-214,001	-10.2%

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

$106,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN SAMS	EXEC. DIRECT	40.00	Officer	$106,350	$0	$106,350
LARRY ALTENBAUMER	PRESIDENT	1.00	Officer Director	$0	$0	$0
NATALIE BECK	SECR/TREASUR	1.00	Officer Director	$0	$0	$0
TYKYNA COLE	DIRECTOR	1.00	Director	$0	$0	$0
THERESA COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE LAZELL	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE OSTASZEWSKI	DIRECTOR	1.00	Director	$0	$0	$0
RAPHAELLA PRANGE	DIRECTOR	1.00	Director	$0	$0	$0
MARIA ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
BRICE SHERIFF	DIRECTOR	1.00	Director	$0	$0	$0
RICK STUBBLEFIELD	DIRECTOR	1.00	Director	$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
2025	$2,765,296	$797,812	$3,903,208	$1,967,484
2024	No data	No data	No data	No data
2023	$782,032	$1,236,274	$2,113,505	$-454,242
2022	$1,048,666	$950,984	$2,557,691	$97,682
2021	$752,015	$582,770	$2,534,598	$169,245
2020	$764,242	$547,950	$2,318,863	$216,292
2019	$770,897	$692,012	$1,983,071	$78,885
2018	$1,155,074	$1,134,865	$2,012,873	$20,209