SMALL BUSINESS UTILITY ADVOCATES

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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

2012

Legal Domicile

Phone

4156026223

Tax Period

2024-01-01 to 2024-12-31

SMALL BUSINESS UTILITY ADVOCATES, founded in 2012, is a community nonprofit in the Public & Societal Benefit sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $2.3M left a modest 5% surplus.

Mission

PUBLIC INTEREST ADVOCACY AT PUBLIC UTILITIES COMMISSIONS

Program Service Accomplishments

Program 1

Expenses: $2,112,703 Revenue: $2,462,380

ENSURING THAT PUBLIC UTILITY COMMISSIONS APPROVE FAIR AND JUST UTILITY REVENUES, RATES AND EXPENDITURES THAT ARE IN PUBLIC INTEREST, ADVANCE EDUCATION, OUTREACH, AND OTHER RATE PROTECTIONS FOR THE...

ENSURING THAT PUBLIC UTILITY COMMISSIONS APPROVE FAIR AND JUST UTILITY REVENUES, RATES AND EXPENDITURES THAT ARE IN PUBLIC INTEREST, ADVANCE EDUCATION, OUTREACH, AND OTHER RATE PROTECTIONS FOR THE SMALL BUSINESS COMMUNITY, AND HELP ADVANCE PUBLIC POLICY REASONS TO SUPPORT THIS CUSTOMER CLASS.

Program 2

Outreach and education to the small business community to inform them of the charitable work that our utilities engage in and solicit feedback to help advance the public policy goal of protecting the small business community as a whole, as a utility class, on behalf of the public interest.

Program 3

Meeting with investor owned utilities to educate them about the importance of our charitable mission and working with the community interests of small 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 $0

Program Service Revenue $2,462,380

Investment Income $227

Other Revenue $0

TOTAL REVENUE $2,462,607

Expense Breakdown

Grants Paid $0

Salaries & Benefits $549,476

Fundraising Expenses $93,898

Program Expenses $2,112,703

Other Expenses $1,797,972

TOTAL EXPENSES $2,347,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,462,607	$1,972,503	+0.2%
Expenses	$2,347,448	$1,677,628	+0.4%
Net Income	$115,159	$294,875	-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

$288,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRITTNEY MARRA	Executive Dir.	40.00	Officer	$288,750	$0	$288,750
JENNIFER L WEBERSKI	LITIGATION SUPERVI	40.00		$180,000	$0	$180,000
JOCELYN SQUIRES	Secretary	1.00	Officer Director	$0	$0	$0
JESSE HONIG	Treasurer	3.00	Officer	$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
2024	$2,462,607	$2,347,448	$438,141	$115,159
2023	$1,972,503	$1,677,628	$322,982	$294,875
2022	$1,256,648	$1,276,291	$33,716	$-19,643
2021	$625,811	$706,773	$54,000	$-80,962
2020	$666,160	$685,618	$243,273	$-19,458
2019	$297,339	$322,385	$33,375	$-25,046