ASSOCIATION OF ENERGY ENGINEERS (EIN 581306354) - 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

1977

Legal Domicile

Principal Officer

WILLIAM KENT

Phone

7704475083

Tax Period

2023-01-01 to 2023-12-31

ASSOCIATION OF ENERGY ENGINEERS, founded in 1977, is a mid-sized nonprofit that reported $10.3M in total revenue in fiscal year 2023. The organization ran a surplus of $1.6M, a strong 16% operating margin.

Mission

THE ASSOCIATION OF ENERGY ENGINEERS MISSION IS TO PROMOTE SCIENTIFIC AND EDUCATIONAL INTERESTS OF THOSE ENGAGED IN THE ENERGY INDUSTRY THROUGH CERTIFICATION PROGRAMS, MEMBERSHIP SERVICES, AND CONFERENCES. ADDITIONALLY TO FOSTER COOPERATIVE ACTION IN ADVANCING THE COMMON PURPOSES OF ITS MEMBERS AND TO PROMOTE ACTIVITIES DESIGNED TO ENABLE THE INDUSTRY TO BE CONDUCTED WITH THE GREATEST ECONOMY AND EFFICIENCY.

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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 $1,994,500

Program Service Revenue $8,100,198

Investment Income $111,397

Other Revenue $77,502

TOTAL REVENUE $10,283,597

Expense Breakdown

Grants Paid $17,000

Salaries & Benefits $3,271,898

Fundraising Expenses $0

Program Expenses $6,847,725

Other Expenses $5,378,651

TOTAL EXPENSES $8,667,549

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,283,597	$9,653,227	+0.1%
Expenses	$8,667,549	$8,127,228	+0.1%
Net Income	$1,616,048	$1,525,999	+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

171

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

$367,854

Total Directors

$367,854

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM KENT	EXECUTIVE DI	40.00	Officer Director	$269,196	$98,658	$367,854
JENNIFER VENDOLA	CONTROLLER	40.00	Highest	$170,416	$54,055	$224,471
HELEN JOHNSON	CERT DEV DIR	40.00	Highest	$128,161	$43,823	$171,984
COLIN SPADY	DIRECTOR OF	40.00	Highest	$153,043	$12,014	$165,057
MARY ELISE COX	INT'L DEV DI	40.00	Highest	$119,846	$41,993	$161,839
LAUREN LAKE	DIRECTOR OF	40.00	Highest	$116,273	$41,216	$157,489
FATOUH AL-RAGOM	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
KAUSHIK BHATTACHARJEE	SECRETARY	4.00	Director	$0	$0	$0
ANDRES ORTUNO CARBONELL	PRESIDENT EL	2.00	Officer Director	$0	$0	$0
LJ GROBLER	BOARD MEMBER	2.00	Director	$0	$0	$0
RUSTY HODAPP	BOARD MEMBER	2.00	Director	$0	$0	$0
TIM JANOS	TREASURER	4.00	Officer Director	$0	$0	$0
ERIC OLIVER	PRESIDENT	4.00	Officer Director	$0	$0	$0
LAURIE WIEGAND-JACKSON	BOARD MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$10,283,597	$8,667,549	$16,551,143	$1,616,048
2022	$9,653,227	$8,127,228	$14,176,047	$1,525,999
2021	$8,551,361	$7,292,904	$13,488,495	$1,258,457
2020	$7,461,046	$6,007,825	$11,816,926	$1,453,221
2019	$8,949,786	$8,294,973	$9,866,993	$654,813
2018	$6,339,361	$5,351,002	$8,412,496	$988,359

ASSOCIATION OF ENERGY ENGINEERS