UTILITY ENERGY FORUM (EIN 680383880) - 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

1997

Legal Domicile

Principal Officer

MARY MEDEIROS MCENROE

Phone

4086156646

Tax Period

2021-06-01 to 2022-05-31

UTILITY ENERGY FORUM, founded in 1997, is a small nonprofit that reported $278K in total revenue in fiscal year 2021. Revenue surged 1854773% from the prior year, signaling strong growth momentum. The organization ran a surplus of $86K, a strong 31% operating margin.

Mission

EDUCATE & EXCHANGE INDUSTRY INFORMATION

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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 $0

Program Service Revenue $278,216

Investment Income $15

Other Revenue $0

TOTAL REVENUE $278,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $191,936

Other Expenses $191,936

TOTAL EXPENSES $191,936

Year-over-Year Comparison

	2021	2020	Change
Revenue	$278,231	$15	+18547.7%
Expenses	$191,936	$12,150	+14.8%
Net Income	$86,295	$-12,135	-8.1%

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

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
MARY MEDEIROS MCENROE	PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN KAY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KATHERINE CORT	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL REID	SECRETARY	1.00	Officer 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
2022	$278,231	$191,936	$232,864	$86,295

UTILITY ENERGY FORUM