NATIONAL ENERGY MANAGEMENT INSTITU… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

LISA DAVIS

Phone

7037397200

Tax Period

2023-01-01 to 2023-12-31

NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE, founded in 1983, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $3.5M left a modest 12% surplus.

Mission

TO IDENTIFY EMERGING MARKETS AND EMPLOYMENT OPPORTUNITIES RELATED TO THE SHEET METAL AND AIR CONDITIONING INDUSTRY AND DEVELOP PROGRAMS TO CAPITALIZE ON THEM.

Program Service Accomplishments

Program 1

THE STUDY AND EXPLORATION OF WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE SHEET METAL INDUSTRY.

Program 2

THE DEVELOPMENT OF TRAINING MATERIALS AND OTHER INSTRUCTIONAL AIDS FOR USE IN TRAINING INDIVIDUALS IN THE ART AND SCIENCE OF ENERGY AUDITING AND GREEN RELATED INDUSTRIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,608,214

Investment Income $354,852

Other Revenue $4,987

TOTAL REVENUE $3,968,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,077,324

Fundraising Expenses $0

Other Expenses $1,434,264

TOTAL EXPENSES $3,511,588

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,968,053	$3,596,586	+0.1%
Expenses	$3,511,588	$3,569,935	0.0%
Net Income	$456,465	$26,651	+16.1%

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

Volunteers

N/A

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

$251,186

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY HOVARTER	TRUSTEE	1.00	Director	$0	$0	$0
JOSHUA MONAHAN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN MOHS	CO-CHAIR	1.00	Director	$0	$0	$0
ARTHUR TOLENTINO	CO-CHAIR	1.00	Director	$0	$0	$0
MELISSA DAVIS	ADMINISTRATOR	35.00	Officer	$193,927	$57,259	$251,186
VINCENTE ALVARADO	FIELD STAFF	40.00	Highest	$184,576	$56,568	$241,144
CASSANDRA L KLINE	FIELD STAFF	40.00	Highest	$198,076	$59,635	$257,711
CHRISTOPHER RUCH	FIELD STAFF	40.00	Highest	$184,003	$73,501	$257,504
DUANE SMITH	FIELD STAFF	40.00	Highest	$208,142	$71,425	$279,567
JEREMY ZEEDYK	FIELD STAFF	40.00	Highest	$183,946	$76,308	$260,254

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	No data	No data	No data	No data
2023	$3,968,053	$3,511,588	$10,919,016	$456,465
2022	$3,596,586	$3,569,935	$9,560,913	$26,651
2021	$3,662,047	$2,959,672	$10,828,478	$702,375
2020	$3,590,909	$2,750,757	$9,486,581	$840,152
2019	$3,805,432	$3,106,963	$8,382,020	$698,469
2018	$3,755,070	$3,716,154	$6,916,670	$38,916

NATIONAL ENERGY MANAGEMENT INSTITUTE COMMITTEE