Advanced Energy Institute (EIN 800373801) - 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

2009

Legal Domicile

Principal Officer

Heather O'Neill

Phone

2023801950

Tax Period

2023-01-01 to 2023-12-31

Advanced Energy Institute, founded in 2009, is a mid-sized nonprofit in the Environment sector that reported $21.3M in total revenue in fiscal year 2023. Revenue surged 169% from the prior year, signaling strong growth momentum. The organization ran a surplus of $11.6M, a strong 54% operating margin.

Mission

To raise awareness of the public benefits and opportunities of advanced energy.

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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 $21,188,340

Program Service Revenue $0

Investment Income $141,492

Other Revenue $0

TOTAL REVENUE $21,329,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,607,193

Fundraising Expenses $531,546

Program Expenses $8,091,150

Other Expenses $3,157,755

TOTAL EXPENSES $9,764,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,329,832	$7,914,899	+1.7%
Expenses	$9,764,948	$7,249,048	+0.3%
Net Income	$11,564,884	$665,851	+16.4%

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

$471,901

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sudeen Kelly	Chair	1.00	Officer Director	$0	$0	$0
Hemant Taneja	Director	1.00	Director	$0	$0	$0
Ted White	Director	1.00	Director	$0	$0	$0
Matt Rogers	Director	1.00	Director	$0	$0	$0
Audrey Zibelman	Director	1.00	Director	$0	$0	$0
Robert Kreamer	CEO (Ending 02/23)	18.00	Officer	$109,078	$5,995	$115,073
Heather O'Neill	President & CEO	16.00	Officer	$210,930	$18,226	$229,156
Allison Ingram	Treasurer	16.00	Officer	$101,586	$26,086	$127,672
Hannah Polikov	Managing Director	28.00	Highest	$125,758	$36,033	$161,791
Nathan Willcox	Managing Director	28.00	Highest	$125,541	$14,466	$140,007
Amisha Rai	VP of Policy and Advocacy	24.00	Highest	$120,629	$25,072	$145,701
Caitlin Marquis	Managing Director	28.00	Highest	$114,492	$18,819	$133,311
James Tolbert	Sr. Director, State Policy	20.00	Highest	$107,034	$30,826	$137,860

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	$21,329,832	$9,764,948	$19,995,175	$11,564,884
2022	$7,914,899	$7,249,048	$9,540,786	$665,851
2021	$7,173,171	$5,579,566	$6,391,509	$1,593,605
2020	$5,176,077	$4,573,904	$5,253,245	$602,173
2019	$4,793,686	$4,466,549	$3,431,956	$327,137
2018	$4,551,548	$4,283,174	$3,028,708	$268,374

Advanced Energy Institute