VETERANS IN ENERGY

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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

2017

Legal Domicile

Principal Officer

GRAHAM SUCHMAN

Phone

5153397384

Tax Period

2023-01-01 to 2023-12-31

VETERANS IN ENERGY, founded in 2017, is a small nonprofit in the Employment sector that reported $209K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $243K exceeded revenue, resulting in a 16% operating deficit.

Mission

TRANSITION, RETENTION AND PROFESSIONAL DEVELOPMENT SUPPORT TO THE GROWING POPULATION OF MILITARY VETERANS WHO HAVE CHOSEN ENERGY CAREERS.

Program Service Accomplishments

Program 1

Expenses: $150,526 Revenue: $38,128

VETERANS IN ENERGY ANNUAL FORUM: ANNUAL FORUM IS INTENDED TO PROVIDE NETWORKING OPPORTUNITIES FOR VETERANS ACROSS THE INDUSTRY AS WELL AS AN ABILITY TO LEARN BEST PRACTICES THROUGH PANEL DISCUSSIONS...

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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 $168,136

Program Service Revenue $38,128

Investment Income $0

Other Revenue $2,603

TOTAL REVENUE $208,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,526

Other Expenses $243,210

TOTAL EXPENSES $243,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,867	$162,596	+0.3%
Expenses	$243,210	$133,655	+0.8%
Net Income	$-34,343	$28,941	-2.2%

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

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
CASSANDRA WHEELER	PRESIDENT	2.00	Officer Director	$0	$0	$0
ILIANA RENTZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
HAL PITTMAN	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
EDWIN KING	COMMUNICATIONS OFFICER	2.00	Officer Director	$0	$0	$0
KELCEY BROWN	TREASURER	2.00	Officer Director	$0	$0	$0
HOWARD GARTLAND	SECRETARY	2.00	Officer Director	$0	$0	$0
DEANNE OSTROWSKI	PROFESSIONAL DEVELOPMENT OFFICER	2.00	Officer Director	$0	$0	$0
MILTON BUKER	EMPLOYEE RESOURCE GROUP OFFICER	2.00	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
2024	No data	No data	No data	No data
2023	$208,867	$243,210	$201,644	$-34,343