Energy Storage Association Inc (EIN 521984047) - 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

1996

Legal Domicile

Phone

2022930537

Tax Period

2021-01-01 to 2021-12-31

Energy Storage Association Inc, founded in 1996, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2021. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $847K, a strong 17% operating margin.

Mission

ESAs mission is to accelerate the widespread use of competitive and reliable energy storage systems in North America. To achieve this mission, ESA will educate stakeholders, advocate for public policies, accelerate market growth, and deliver direct member value.

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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 (2021)

Revenue Breakdown

Contributions & Grants $215,386

Program Service Revenue $4,302,638

Investment Income $146

Other Revenue $331,289

TOTAL REVENUE $4,849,459

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,610,998

Fundraising Expenses $0

Other Expenses $2,391,690

TOTAL EXPENSES $4,002,688

Year-over-Year Comparison

	2021	2020	Change
Revenue	$4,849,459	$3,649,280	+0.3%
Expenses	$4,002,688	$3,586,754	+0.1%
Net Income	$846,771	$62,526	+12.5%

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

$293,073

Total Directors

$293,073

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jason Burwen	CEO	40.00	Officer Director	$264,241	$28,832	$293,073
Rebecca Dietrich	Vice President Operations	40.00		$252,600	$19,500	$272,100
Marc Chupka	VP, Rsch and Prog	40.00		$143,894	$17,037	$160,931
Brenda Lovell	Membership Dir	40.00		$133,166	$23,200	$156,366
Larissa Fair	Marketing/Comm Dir	40.00		$116,812	$25,219	$142,031
Alexandra Briggs	Marketing Director	40.00		$114,716	$21,645	$136,361
Jeff Bishop	Treasurer	2.00	Officer Director	$0	$0	$0
Paul Hayes	Director	1.00	Director	$0	$0	$0
Troy Miller	Director	1.00	Director	$0	$0	$0
Sarah Salati	Director	1.00	Director	$0	$0	$0
John Hewa	Past Chair	2.00	Officer Director	$0	$0	$0
Jacqueline M DeRosa	Vice Chair	2.00	Officer Director	$0	$0	$0
Javier Cavada	Director	1.00	Director	$0	$0	$0
Jonathan Landy	Director	1.00	Director	$0	$0	$0
Joel Newton	Director	1.00	Director	$0	$0	$0
Kiran Kumaraswamy	Chair	2.00	Officer Director	$0	$0	$0
Ben Lowe	Director	1.00	Director	$0	$0	$0
Christoper Tilley	Director	1.00	Director	$0	$0	$0
Kate McKeever	Director	2.00	Officer Director	$0	$0	$0
Polly Shaw	Secretary	2.00	Officer Director	$0	$0	$0
Peter Hirschboek	Director	1.00	Director	$0	$0	$0
Roger Lin	Director	1.00	Director	$0	$0	$0
Kelli Joseph	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
2021	$4,849,459	$4,002,688	$1,551,923	$846,771
2020	$3,649,280	$3,586,754	$1,785,238	$62,526
2019	$4,269,616	$4,394,214	$1,648,200	$-124,598
2018	$3,576,318	$3,458,391	$1,211,243	$117,927

Energy Storage Association Inc