CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS FORUM (EIN 472999520) - 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

2015

Legal Domicile

Principal Officer

HEATHER REAMS

Phone

2025705659

Tax Period

2024-07-01 to 2025-06-30

CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS FORUM, founded in 2015, is a community nonprofit in the Environment sector that reported $7.6M in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $7.1M left a modest 7% surplus.

Mission

TO EDUCATE THE PUBLIC AND INFLUENCE THE NATIONAL CONVERSATION ABOUT COMMONSENSE CLEAN ENERGY SOLUTIONS.

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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 $7,545,775

Program Service Revenue $30,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,575,775

Expense Breakdown

Grants Paid $850,000

Salaries & Benefits $1,896,947

Fundraising Expenses $499,519

Program Expenses $5,907,297

Other Expenses $4,324,657

TOTAL EXPENSES $7,071,604

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,575,775	$4,665,597	+0.6%
Expenses	$7,071,604	$5,125,291	+0.4%
Net Income	$504,171	$-459,694	-2.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES DOZIER	CHAIR	8.00	Officer Director	$0	$0	$0
CARLA TULLY	SECRETARY	1.00	Officer Director	$0	$0	$0
CATRINA RORKE	TREASURER	1.00	Officer Director	$0	$0	$0
JASON KAUPPI	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS KING	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER REAMS	PRESIDENT	29.00	Officer	$0	$0	$0
TAMARA KALANDIYA	CHIEF FINANCIAL OFFICER	20.00	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
2025	$7,575,775	$7,071,604	$3,378,947	$504,171
2024	$4,665,597	$5,125,291	$1,964,025	$-459,694
2023	$5,271,328	$6,967,248	$2,823,770	$-1,695,920
2022	$7,558,972	$6,381,499	$4,835,781	$1,177,473
2021	$5,615,141	$7,060,475	$3,027,966	$-1,445,334
2020	$5,771,650	$3,098,874	$4,409,994	$2,672,776
2019	$3,811,132	$3,339,140	$1,239,045	$471,992

CITIZENS FOR RESPONSIBLE ENERGY SOLUTIONS FORUM