ENERGY WISE ALLIANCE

EIN: 463503751 501(c)(3)

NEW ORLEANS, LA

Total Revenue
$962,351
Total Expenses
$774,859
Total Assets
$259,795
Net Assets
$259,495
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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
2013
Legal Domicile
LA
Principal Officer
JAMIE WINE
Phone
5048626665
Tax Period
2021-01-01 to 2021-12-31

ENERGY WISE ALLIANCE, founded in 2013, is a small nonprofit that reported $962K in total revenue in fiscal year 2021. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $187K, a strong 19% operating margin.

Mission

Energy Wise Alliance builds community power through energy education.

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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%)

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Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $879,976
Program Service Revenue $0
Investment Income $134
Other Revenue $82,241
TOTAL REVENUE $962,351

Expense Breakdown

Grants Paid $0
Salaries & Benefits $396,657
Fundraising Expenses $18,486
Program Expenses $701,516
Other Expenses $378,202
TOTAL EXPENSES $774,859

Year-over-Year Comparison

2021 2020 Change
Revenue $962,351 $553,259 +0.7%
Expenses $774,859 $610,065 +0.3%
Net Income $187,492 $-56,806 -4.3%
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

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Governance

Voting Members
9
Independent Members
9
Employees
9
Volunteers
20

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
1
$80,192
Total Directors
9
$0
Key Employees
1
$80,192
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REGINA LA MACCHIA DIRECTOR, FINANCE 1.00
Director
$0 $0 $0
SARA LEWIS DIRECTOR GOVERNANCE COMMITTEE 1.00
Director
$0 $0 $0
F CHRISTOPHER WOOTTEN VICE PRESIDENT, FINANCE 1.00
Director
$0 $0 $0
JAMIE WINE EXECUTIVE DIRECTOR 40.00
Officer Key Emp
$80,192 $0 $80,192
REBECCA SHA DIRECTOR, FUNDRAISING 1.00
Director
$0 $0 $0
SYDNEY DOYLE PRESIDENT 1.00
Director
$0 $0 $0
ANDREW LOFTUS DIRECTOR, TREASURER 1.00
Director
$0 $0 $0
LIZ HOLLINGER DIRECTOR, FUNDRAISING 1.00
Director
$0 $0 $0
SHAWN KELLY DIRECTOR, STRATEGIC PLANNING TASKFORCE 1.00
Director
$0 $0 $0
DOUGLAS RUSHTON DIRECTOR GOVERNANCE COMMITTEE 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
2021 $962,351 $774,859 $259,795 $187,492
2020 $553,259 $610,065 $149,066 $-56,806
2019 $496,326 $496,111 $133,420 $215
2018 $425,750 $384,345 $145,760 $41,405
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