National Association of Energy Service Companies (EIN 521318222) - 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

1983

Legal Domicile

Principal Officer

Timothy Unruh

Phone

2028220950

Tax Period

2025-01-01 to 2025-12-31

National Association of Energy Service Companies, founded in 1983, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2025. Expenses of $2.6M left a modest 11% surplus.

Mission

NAESCOs mission is to promote the delivery of comprehensive energy services including energy efficiency by Energy Service Companies (ESCOS) to maximize customer energy and dollar savings.

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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 (2025)

Revenue Breakdown

Contributions & Grants $17,800

Program Service Revenue $2,840,293

Investment Income $89,943

Other Revenue $7,338

TOTAL REVENUE $2,955,374

Expense Breakdown

Grants Paid $9,200

Salaries & Benefits $1,067,493

Fundraising Expenses $0

Other Expenses $1,550,818

TOTAL EXPENSES $2,627,511

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,955,374	$2,766,764	+0.1%
Expenses	$2,627,511	$2,409,410	+0.1%
Net Income	$327,863	$357,354	-0.1%

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

$471,137

Total Directors

$772,871

Key Employees

$301,734

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Timothy Unruh	Executive Director	40.00	Officer Director	$389,034	$82,103	$471,137
Natasha Shah	Director	40.00	Director Key Emp	$243,910	$57,824	$301,734
Michelle Yoon	Director Memberships & Operations	40.00	Highest	$138,368	$20,709	$159,077
John Albrecht	Director	1.00	Director	$0	$0	$0
Courtney Jenkins	Director	1.00	Director	$0	$0	$0
Cliff Braddock	Director	1.00	Director	$0	$0	$0
Wes Walker	Chair	1.00	Officer Director	$0	$0	$0
Samantha Trbovich	Director	1.00	Director	$0	$0	$0
Jeff Flathman	Secretary	1.00	Officer Director	$0	$0	$0
Troy Geanopulos	Director	1.00	Director	$0	$0	$0
Larry Godleski	Director	1.00	Director	$0	$0	$0
John Hollister	Director	1.00	Director	$0	$0	$0
Shayne Homan	Vice Chair	1.00	Officer Director	$0	$0	$0
Jeremy Kelly	Director	1.00	Director	$0	$0	$0
Bryon Krug	Treasurer	1.00	Officer Director	$0	$0	$0
Charles McGinnis	Director	1.00	Director	$0	$0	$0
Jason Denue	Director	1.00	Director	$0	$0	$0
Mushtaq Ahmad	Director	1.00	Director	$0	$0	$0
Anthony Roner	Director	1.00	Director	$0	$0	$0
Steve Siverson	Director	1.00	Director	$0	$0	$0
Timothy Thoman	Director	1.00	Director	$0	$0	$0
H Kelly Tisdale	Director	1.00	Director	$0	$0	$0
Laura Weber	Director	1.00	Director	$0	$0	$0
Koby Kampschroeder	Director	1.00	Director	$0	$0	$0
Ryan Beard	Director	1.00	Director	$0	$0	$0
Dan Mori	Director	1.00	Director	$0	$0	$0
Peter Flynn	Director	1.00	Director	$0	$0	$0
John Gajan	Director	1.00	Director	$0	$0	$0
J Cameron Hardin	Director	1.00	Director	$0	$0	$0
Ron Haxton	Director	1.00	Director	$0	$0	$0
Russ Litsinger	Director	1.00	Director	$0	$0	$0
Douglas McMahan	Director	1.00	Director	$0	$0	$0
Scott Meinzen	Director	1.00	Director	$0	$0	$0
Valerie Moran	Director	1.00	Director	$0	$0	$0
Eric Myers	Director	1.00	Director	$0	$0	$0
Michael Parker	Director	1.00	Director	$0	$0	$0
Joe Frankini	Director	1.00	Director	$0	$0	$0
Rick Rodriguez	Director	1.00	Director	$0	$0	$0
Leslie Larocque	Director	1.00	Director	$0	$0	$0
Steven Smith	Director	1.00	Director	$0	$0	$0
Anthony Spera	Director	1.00	Director	$0	$0	$0
Tammy Tolle	Director	1.00	Director	$0	$0	$0
Becky Wacker	Director	1.00	Director	$0	$0	$0
David Daniel	Director	1.00	Director	$0	$0	$0
Michael Davey	Director	1.00	Director	$0	$0	$0
Tim Gray	Director	1.00	Director	$0	$0	$0
Craig Rochat	Director	1.00	Director	$0	$0	$0
Donald Bresnahan	Director	1.00	Director	$0	$0	$0
Matt Sorbero	Director	1.00	Director	$0	$0	$0
Charles Zitnik	Director	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
2025	$2,955,374	$2,627,511	$3,127,416	$327,863
2024	$2,766,764	$2,409,410	$2,362,999	$357,354
2023	$2,423,864	$2,311,169	$1,862,405	$112,695
2022	$2,151,947	$1,983,064	$1,758,700	$168,883
2021	$2,035,864	$1,707,616	$1,642,383	$328,248
2020	$1,459,036	$1,482,979	$1,357,180	$-23,943
2019	$1,641,944	$1,627,371	$1,163,683	$14,573
2018	$1,630,618	$1,513,806	$1,321,270	$116,812

National Association of Energy Service Companies