INSTITUTE FOR ENERGY RESEARCH (EIN 760149778) - 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

1989

Legal Domicile

Principal Officer

THOMAS J PYLE

Phone

2026212950

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR ENERGY RESEARCH, founded in 1989, is a community nonprofit in the Environment sector that reported $2.3M in total revenue in fiscal year 2024. Expenses of $2.2M left a modest 4% surplus.

Mission

IER CONDUCTS RESEARCH & ANALYSIS ON THE FUNCTIONS, OPERATIONS, & REGULATION OF ENERGY MARKETS.

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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 $2,134,310

Program Service Revenue $215

Investment Income $58,897

Other Revenue $71,412

TOTAL REVENUE $2,264,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,236,360

Fundraising Expenses $191,112

Program Expenses $1,643,406

Other Expenses $941,500

TOTAL EXPENSES $2,177,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,264,834	$2,295,957	0.0%
Expenses	$2,177,860	$2,361,444	-0.1%
Net Income	$86,974	$-65,487	-2.3%

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

$991,558

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PRESTON MARSHALL	DIRECTOR/CHAIRMAN	1.00	Officer Director	$0	$0	$0
JAMES H CLARKSON	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE GABLE	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN F HAYWARD	DIRECTOR	1.00	Director	$0	$0	$0
TRENT SEBITS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS J PYLE	PRESIDENT	23.00	Officer	$203,445	$45,528	$487,800
LISA WALLACE	SENIOR VP/SECRETARY/TREASURER	25.00	Officer	$128,070	$35,757	$291,897
ROBERT L BRADLEY JR	CHIEF EXECUTIVE OFFICER/FOUNDER	47.00	Officer	$178,789	$21,660	$211,861
DUSTIN DEBERRY	VP DEVELOPMENT	25.00	Highest	$56,685	$18,809	$132,179
KENNY STEIN	VP POLICY	25.00	Highest	$53,460	$3,477	$110,397

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	$2,264,834	$2,177,860	$2,419,599	$86,974
2023	$2,295,957	$2,361,444	$2,520,638	$-65,487
2022	$2,304,882	$1,994,614	$2,739,548	$310,268
2021	$1,199,458	$1,386,681	$1,869,612	$-187,223
2020	$1,225,208	$1,452,948	$2,267,143	$-227,740
2019	$1,713,823	$1,530,687	$2,379,895	$183,136
2018	$1,624,133	$1,629,291	$2,269,052	$-5,158

INSTITUTE FOR ENERGY RESEARCH