Advanced Energy Management Alliance co 38 North Solutions (EIN 800929813) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

Katie Guerry

Phone

2025248832

Tax Period

2023-01-01 to 2023-12-31

Advanced Energy Management Alliance co 38 North Solutions, founded in 2013, is a small nonprofit in the Community Improvement sector that reported $290K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $444K exceeded revenue, resulting in a 53% operating deficit.

Mission

To advocate for policies that empower and compensate customers to manage their energy usage to make the electric grid more efficient, more reliable, more environmentally friendly, and less expensive.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $290,124

Investment Income $0

Other Revenue $0

TOTAL REVENUE $290,124

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,150

Program Expenses $173,983

Other Expenses $444,076

TOTAL EXPENSES $444,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$290,124	$412,500	-0.3%
Expenses	$444,076	$427,751	+0.0%
Net Income	$-153,952	$-15,251	+9.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katie Guerry	Chairman	2.50	Director	$0	$0	$0
Doug Hurley	Director	2.50	Director	$0	$0	$0
Angela Fox	Director	2.50	Director	$0	$0	$0
Emily Orvis	Director	2.50	Director	$0	$0	$0
Travis Kavulla	Director	2.50	Director	$0	$0	$0
Will Horne	Director	2.50	Director	$0	$0	$0
Aaron Berndt	Director	2.50	Director	$0	$0	$0
Greg Geller	Treasurer	2.50	Director	$0	$0	$0
Brady Klein	Vice Chair	2.50	Director	$0	$0	$0
Katherine Hamilton	Executive Dir.	20.00	Officer	$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
2023	$290,124	$444,076	$410,109	$-153,952
2022	$412,500	$427,751	$638,937	$-15,251
2021	$392,950	$394,486	$317,280	$-1,536
2020	$365,089	$301,917	$582,757	$63,172
2019	$347,712	$264,387	$578,425	$83,325
2018	$535,674	$496,526	$415,747	$39,148

Advanced Energy Management Alliance co 38 North Solutions