Smart Electric Power Alliance (EIN 521794095) - 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

1992

Legal Domicile

Principal Officer

Sheri Givens

Phone

2028570898

Tax Period

2023-01-01 to 2023-12-31

Smart Electric Power Alliance, founded in 1992, is a mid-sized nonprofit in the Environment sector that reported $18.4M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $6.4M, a strong 35% operating margin.

Mission

SEPA works to accelerate the energy industry's transformation to a carbon-free energy system.

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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 $557,980

Program Service Revenue $16,800,137

Investment Income $616,152

Other Revenue $390,022

TOTAL REVENUE $18,364,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,431,111

Fundraising Expenses $0

Program Expenses $6,411,872

Other Expenses $3,495,035

TOTAL EXPENSES $11,926,146

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,364,291	$16,326,619	+0.1%
Expenses	$11,926,146	$9,920,411	+0.2%
Net Income	$6,438,145	$6,406,208	+0.0%

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

$411,812

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul Lau	Chair (APR-DEC)	1.00	Officer Director	$0	$0	$0
Alice Jackson	Chair (JAN-APR)/Ex-Chair (MAY-DEC)	1.00	Officer Director	$0	$0	$0
Peter Muhoro	Director/Chair Elect (APR-DEC)	1.00	Officer Director	$0	$0	$0
Seth Frader-Thompson	Treasurer	1.00	Officer Director	$0	$0	$0
Melissa Washington	Director/Secretary	1.00	Officer Director	$0	$0	$0
Jim Alberts	Executive Committee	1.00	Director	$0	$0	$0
Hannah Bascom	Nominating Committee Chair	1.00	Director	$0	$0	$0
Caroline Choi	Director	1.00	Director	$0	$0	$0
Linda Ferrone	Director	1.00	Director	$0	$0	$0
Muffi Ghadiali	Director	1.00	Director	$0	$0	$0
Marion Gold	Director	1.00	Director	$0	$0	$0
Jeff Guldner	Director	1.00	Director	$0	$0	$0
Bryan Hannegan	Director	1.00	Director	$0	$0	$0
Scott Harden	Director	1.00	Director	$0	$0	$0
Joe Hoagland	Director	1.00	Director	$0	$0	$0
Melissa Lavinson	Director	1.00	Director	$0	$0	$0
Mari Mclure	Director	1.00	Director	$0	$0	$0
Gary Racklife	Director	1.00	Director	$0	$0	$0
Carlos Restrepo	Director	1.00	Director	$0	$0	$0
Chris Roe	Director	1.00	Director	$0	$0	$0
Debra Smith	Director	1.00	Director	$0	$0	$0
Sheri Givens	President & CEO	40.00	Officer	$403,531	$8,281	$411,812
Christopher Schroeder	VP Research & Industry Strategy	40.00	Highest	$325,768	$42,217	$367,985
Beth Eagle	VP Operations	40.00	Highest	$306,474	$40,023	$346,497
Adam Wasserman	VP Marketing & Communications	40.00	Highest	$304,077	$42,092	$346,169
Courtney Galatioto	VP Membership	40.00	Highest	$275,700	$39,736	$315,436
Ukiah Busch	VP Development	40.00	Highest	$100,384	$5,816	$106,200
Aaron Smallwood	VP, Research & Industry Strategy	40.00	Highest	$179,679	$16,445	$196,124

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	$18,364,291	$11,926,146	$33,320,181	$6,438,145
2022	$16,326,619	$9,920,411	$24,338,371	$6,406,208
2021	$11,424,998	$8,912,974	$18,618,602	$2,512,024
2020	$6,400,597	$8,717,397	$13,999,790	$-2,316,800
2019	$10,274,753	$10,346,317	$15,504,778	$-71,564
2018	$10,113,085	$10,118,751	$14,732,624	$-5,666

Smart Electric Power Alliance