INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS INC (EIN 454244605) - 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

ALEXANDRA BUCHANAN

Phone

2163537344

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS INC, founded in 2011, is a mid-sized nonprofit in the Environment sector that reported $11.5M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $13.3M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO ACCELERATE THE TRANSITION TO A DIVERSE, SUSTAINABLE AND PROFITABLE ENERGY ECONOMY.

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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 $11,253,308

Program Service Revenue $119,000

Investment Income $177,914

Other Revenue $-47,983

TOTAL REVENUE $11,502,239

Expense Breakdown

Grants Paid $2,140,401

Salaries & Benefits $7,102,076

Fundraising Expenses $470,965

Program Expenses $11,524,689

Other Expenses $4,099,101

TOTAL EXPENSES $13,341,578

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,502,239	$8,811,723	+0.3%
Expenses	$13,341,578	$13,194,638	+0.0%
Net Income	$-1,839,339	$-4,382,915	-0.6%

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

$559,455

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SERGIO KNAEBEL	PRESIDENT	5.00	Officer Director	$0	$0	$0
INGRID VILA-BIAGGI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH BRENNAN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MEYER	DIRECTOR	1.00	Director	$0	$0	$0
LARRY SHAPIRO	DIRECTOR	1.00	Director	$0	$0	$0
SARAH JANE AHMED	DIRECTOR	1.00	Director	$0	$0	$0
AL ARMENDARIZ	DIRECTOR	1.00	Director	$0	$0	$0
KARTIKEYA SINGH	DIRECTOR	1.00	Director	$0	$0	$0
DANA OMRAN	TREASURER	1.00	Officer Director	$0	$0	$0
ALEXANDRA BUCHANAN	CEO/BOARD SECRETARY	40.00	Officer	$273,000	$32,082	$305,082
SARAH WEEKS	CHIEF FINANCIAL OFFICER	40.00	Officer	$210,244	$44,129	$254,373
PAUL WILLIAMS-DERRY	ENERGY FINANCE ANALYST	40.00	Highest	$171,857	$42,730	$214,587
DENNIS WAMSTED	ENERGY ANALYST, TEAM FACILITATOR	40.00	Highest	$162,087	$33,531	$195,618
ABHISHEK SINHA	ENERGY FINANCE ANALYST, PETROCHEMICAL	40.00	Highest	$161,700	$33,092	$194,792
SETH FEASTER	ENERGY DATA ANALYST	40.00	Highest	$156,940	$44,499	$201,439
JOHN HAUBER JR	STRATEGIC ENERGY FINANCE ADVISOR, ASIA	40.00	Highest	$155,599	$42,478	$198,077

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	$11,502,239	$13,341,578	$8,067,452	$-1,839,339
2023	$8,811,723	$13,194,638	$9,946,978	$-4,382,915
2022	$11,713,002	$10,641,520	$14,825,834	$1,071,482
2021	$13,260,731	$7,575,742	$13,305,538	$5,684,989
2020	$7,748,814	$5,537,533	$6,519,776	$2,211,281
2019	$3,667,578	$3,618,876	$3,712,486	$48,702
2018	$3,764,678	$3,081,336	$2,572,760	$683,342

INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALYSIS INC