CONSORTIUM FOR ENERGY EFFICIENCY INC (EIN 680257528) - 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

1991

Legal Domicile

Principal Officer

JOHN A TAYLOR

Phone

6175893949

Tax Period

2023-01-01 to 2023-12-31

CONSORTIUM FOR ENERGY EFFICIENCY INC, founded in 1991, is a community nonprofit in the Environment sector that reported $3.9M in total revenue in fiscal year 2023. Expenses of $3.6M left a modest 6% surplus.

Mission

AT THE CONSORTIUM FOR ENERGY EFFICIENCY, LEADING UNITED STATES AND CANADIAN EFFICIENCY PROGRAM ADMINISTRATORS DEVELOP CONSENSUS-BASED STRATEGIES TO ACCELERATE ADOPTION OF CUTTING-EDGE ENERGY EFFICIENCY AND LOAD MANAGEMENT SOLUTIONS THAT BENEFIT ALL CUSTOMERS, REDUCE CARBON, AND IMPROVE THE RELIABILITY OF ENERGY DELIVERY SYSTEMS.

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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 $3,594,922

Program Service Revenue $0

Investment Income $119,350

Other Revenue $146,143

TOTAL REVENUE $3,860,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,245,149

Fundraising Expenses $0

Program Expenses $2,608,497

Other Expenses $1,401,964

TOTAL EXPENSES $3,647,113

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,860,415	$3,658,590	+0.1%
Expenses	$3,647,113	$3,391,921	+0.1%
Net Income	$213,302	$266,669	-0.2%

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

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

$211,350

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NAOMI BAUM	DIRECTOR	1.00	Director	$0	$0	$0
GILBERT ARCHULETA	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HOBSON	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL HUANG	DIRECTOR	1.00	Director	$0	$0	$0
GARRY JONES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAAL BURGER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
DENISE MUNOZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS PORTER	DIRECTOR	1.00	Director	$0	$0	$0
DARREN HANWAY	DIRECTOR	1.00	Director	$0	$0	$0
BECKY WALKER	DIRECTOR	1.00	Director	$0	$0	$0
MARK SCHOENHEIDER	DIRECTOR	1.00	Director	$0	$0	$0
HAMMAD CHAUDHRY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN RAUDENBUSH	DIRECTOR	1.00	Director	$0	$0	$0
TAM WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BOLADIAN	DIRECTOR	1.00	Director	$0	$0	$0
JOY ZINS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL ZAWESKI	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH VAN DER PAELT	CHAIR	1.00	Officer Director	$0	$0	$0
FRANK GUNDAL	FIRST VICE-CHAIR	1.00	Officer Director	$0	$0	$0
DAVID GOLDSTEIN	SECOND VICE-CHAIR	1.00	Officer Director	$0	$0	$0
CINDY HERRON	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN ATAYLOR	EXECUTIVE DIRECTOR	40.00	Officer	$195,381	$15,969	$211,350
JACK F MONTE	DIRECTOR OF FINANCE & ADMI	40.00	Highest	$133,931	$12,808	$146,739
ALICE R ALTIERI	DEPUTY DIRECTOR	40.00	Highest	$125,323	$22,173	$147,496
HALE A FOSTER	PRINCIPAL PROGRAM MANAGER	40.00	Highest	$119,929	$10,374	$130,303
WALKER A LARSEN	PRINCIPAL PROGRAM MANAGER	40.00	Highest	$100,497	$10,209	$110,706
EDWARD WISNIEWSKI	FORMER EXECUTIVE DIRECTOR	40.00		$125,342	$0	$125,342

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	$3,860,415	$3,647,113	$4,563,154	$213,302
2022	$3,658,590	$3,391,921	$4,615,663	$266,669
2021	$3,677,638	$3,034,095	$3,900,688	$643,543
2020	$3,509,238	$3,156,294	$3,105,698	$352,944
2019	$3,532,177	$3,141,562	$3,141,569	$390,615
2018	$3,568,706	$3,206,164	$2,693,304	$362,542

CONSORTIUM FOR ENERGY EFFICIENCY INC