UTILITY SUPPLY MANAGEMENT ALLIANCE INC (EIN 521998106) - 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

9404530459

Tax Period

2024-07-01 to 2025-06-30

UTILITY SUPPLY MANAGEMENT ALLIANCE INC, founded in 1996, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $1.8M left a modest 15% surplus.

Mission

TO PROVIDE AN EDUCATIONAL AND PEER NETWORKING RESOURCE FOR SUPPLY CHAIN PROFESSIONALS IN THE ELECTRIC UTILITY INDUSTRY.

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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 $0

Program Service Revenue $2,094,057

Investment Income $25,827

Other Revenue $0

TOTAL REVENUE $2,119,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,810,679

Other Expenses $1,810,679

TOTAL EXPENSES $1,810,679

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,119,884	$1,655,893	+0.3%
Expenses	$1,810,679	$1,513,403	+0.2%
Net Income	$309,205	$142,490	+1.2%

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
MIKE AUSTELL	DIRECTOR	1.00	Director	$0	$0	$0
RUSTY BATCH	VICE PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
RON BURCHFIELD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALAN MORRIS	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA WARD	SECRETARY	1.00	Officer Director	$0	$0	$0
RICK MORRISON	LOCATION COMMITTEE	1.00	Officer Director	$0	$0	$0
JIM COLLIGAN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLI HEINZERLING	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LEWIS RHODEN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIE ELLIOTT	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN SERATI	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE COLEMAN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRYAN FOX	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICK GORMAN	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LAYTON LIVELY	AUDITGOVERNANCE COMMITTEE	1.00	Officer Director	$0	$0	$0
CHRIS BOLLINGER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN M BROWN	DIRECTOR	1.00	Director	$0	$0	$0
JANA BROWNING	DIRECTOR	1.00	Director	$0	$0	$0
PJOY CHUA	DIRECTOR	1.00	Director	$0	$0	$0
JACQUE ENGLISH	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE ENSIGNER	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNA EVANS	DIRECTOR	1.00	Director	$0	$0	$0
CASEY FALLON	DIRECTOR	1.00	Director	$0	$0	$0
BEN FORD	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
DWIGHT GRIFFITH	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL GROGAN	DIRECTOR	1.00	Director	$0	$0	$0
BEN HINOJOSA	DIRECTOR	1.00	Director	$0	$0	$0
NEDRA HURLEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MCCARTHY	DIRECTOR	1.00	Director	$0	$0	$0
NORRIS MINNIS	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY MANGIN	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN NIMMO	DIRECTOR	1.00	Director	$0	$0	$0
BRANDON OLIVER	DIRECTOR	1.00	Director	$0	$0	$0
JASON PLANE	DIRECTOR	1.00	Director	$0	$0	$0
GIANMARCO RUSSO	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN SEBASTOPOLI	DIRECTOR	1.00	Director	$0	$0	$0
TIM SHERIDAN	DIRECTOR	1.00	Director	$0	$0	$0
DAN W SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CONRAD SNOVER	DIRECTOR	1.00	Director	$0	$0	$0
JIM STARKMAN	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN SHAW	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TRIBBLE	DIRECTOR	1.00	Director	$0	$0	$0
LYNNIAL TRUSTY	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN TUCK	DIRECTOR	1.00	Director	$0	$0	$0
STACY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
KARLA WARNER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WATKINS	DIRECTOR	1.00	Director	$0	$0	$0
PHIL ARBUCKLE	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
GREG FUSON	INCOMING EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
MARY KRIESKY	BACKUP OPERATIONS CONTACT	1.00	Officer Director	$0	$0	$0
RENEE SCHMELZER	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	$2,119,884	$1,810,679	$1,110,488	$309,205
2024	$1,655,893	$1,513,403	$818,754	$142,490
2023	$1,421,737	$1,169,184	$658,653	$252,553
2022	$671,174	$1,009,398	$406,100	$-338,224
2021	$17,177	$84,870	$744,324	$-67,693
2020	$657,335	$304,256	$812,017	$353,079
2019	$783,938	$876,205	$458,938	$-92,267

UTILITY SUPPLY MANAGEMENT ALLIANCE INC