Advanced Energy United Inc (EIN 453859544) - 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

2011

Legal Domicile

Principal Officer

Heather O'Neill

Phone

2023801950

Tax Period

2024-01-01 to 2024-12-31

Advanced Energy United Inc, founded in 2011, is a community nonprofit in the Community Improvement sector that reported $7.6M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $7.1M left a modest 6% surplus.

Mission

To transform public policy to enable rapid growth of advanced energy businesses.

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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 $2,250,000

Program Service Revenue $5,250,656

Investment Income $28,729

Other Revenue $53,995

TOTAL REVENUE $7,583,380

Expense Breakdown

Grants Paid $750,000

Salaries & Benefits $4,616,388

Fundraising Expenses $0

Other Expenses $1,751,047

TOTAL EXPENSES $7,117,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,583,380	$6,502,891	+0.2%
Expenses	$7,117,435	$5,768,236	+0.2%
Net Income	$465,945	$734,655	-0.4%

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

112

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

$507,148

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Megan Beuregard	Director, Chair(until 11/19/24)	1.00	Officer Director	$0	$0	$0
Liesl Clark	Director	1.00	Director	$0	$0	$0
Cisco DeVries	Director	1.00	Director	$0	$0	$0
Nathan Hanson	Director	1.00	Director	$0	$0	$0
Amy Heart	Director	1.00	Director	$0	$0	$0
Travis Kavulla	Director	1.00	Director	$0	$0	$0
Amith Kota	Director	1.00	Director	$0	$0	$0
Brianne Miller	Director	1.00	Director	$0	$0	$0
Sarah Webster	Director	1.00	Director	$0	$0	$0
Erika Diamond	Director	1.00	Director	$0	$0	$0
Neil Veillieux	Director	1.00	Director	$0	$0	$0
Cisco DeVries	Director	1.00	Director	$0	$0	$0
Matt Stanberry	Director	1.00	Director	$0	$0	$0
JD Sitton	Director	1.00	Director	$0	$0	$0
Heather O'Neill	President & CEO	16.00	Officer	$332,892	$19,452	$352,344
Allison Ingram	Treasurer, EVP Finance/Operations	18.00	Officer	$117,173	$28,501	$145,674
Jeremy McDiarmid	General Counsel	2.00	Officer	$7,295	$1,835	$9,130
Michael Breen	Sr. Software Developer	40.00	Highest	$177,790	$14,442	$192,232
Jeremiah Holston	Sales Director	40.00	Highest	$172,838	$35,885	$208,723
Brenda Christopher	Lead Product Manager	40.00	Highest	$166,387	$19,285	$185,672
Paige Haskins	Full Stack Software Engine	40.00	Highest	$147,477	$16,946	$164,423
Kate Johnson	Engagement Director	40.00	Highest	$143,808	$32,646	$176,454

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	$7,583,380	$7,117,435	$9,234,988	$465,945
2023	$6,502,891	$5,768,236	$8,208,167	$734,655
2022	$4,564,948	$6,618,274	$4,115,790	$-2,053,326
2021	$8,857,566	$6,010,862	$6,496,094	$2,846,704
2020	$4,983,757	$5,199,119	$3,090,459	$-215,362
2019	$4,945,102	$3,786,674	$2,174,072	$1,158,428
2018	$4,117,082	$3,990,963	$1,009,446	$126,119

Advanced Energy United Inc