Sustainable Water Energy and Economic Transition in Alabama

EIN: 825045504 501(c)(3) Housing & Shelter

Birmingham, AL

Total Revenue
$545,126
Total Expenses
$534,409
Total Assets
$641,534
Net Assets
$641,534
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
AL
Principal Officer
Kari Swenson-Powell
Phone
9145886799
Tax Period
2024-01-01 to 2024-12-31

Sustainable Water Energy and Economic Transition in Alabama, founded in 2017, is a small nonprofit in the Housing & Shelter sector that reported $848K in total revenue in fiscal year 2023. The organization ran a surplus of $529K, a strong 62% operating margin.

Mission

We are connecting communities to resources for energy efficiency, sustainability, and affordable homes.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $544,871
Program Service Revenue $0
Investment Income $255
Other Revenue $0
TOTAL REVENUE $545,126

Expense Breakdown

Grants Paid $64,291
Salaries & Benefits $179,628
Fundraising Expenses $17,509
Program Expenses $473,722
Other Expenses $274,490
TOTAL EXPENSES $534,409

Year-over-Year Comparison

2024 2023 Change
Revenue $545,126 $848,242 -0.4%
Expenses $534,409 $319,136 +0.7%
Net Income $10,717 $529,106 -1.0%
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

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Governance

Voting Members
4
Independent Members
3
Employees
15
Volunteers
15

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
4
$37,800
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
J Robert Burton Executive Dir. 38.00
Officer
$30,000 $0 $30,000
Kari Swenson-Powell Treasurer 1.00
Officer
$7,800 $0 $7,800
Caitlin Cruz President 3.00
Officer
$0 $0 $0
La'Tanya Scott Vice President 2.00
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
2024 $545,126 $534,409 $641,534 $10,717
2023 $848,242 $319,136 $630,817 $529,106
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