UNITED STATES ENERGY FOUNDATION (EIN 831740146) - 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

2018

Legal Domicile

Principal Officer

JASON MARK

Phone

4155616700

Tax Period

2023-01-01 to 2023-12-31

UNITED STATES ENERGY FOUNDATION, founded in 2018, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $286.0M in total revenue in fiscal year 2023. Revenue surged 115% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66.9M, a strong 23% operating margin.

Mission

TO SECURE A CLEAN AND EQUITABLE ENERGY FUTURE TO TACKLE THE CLIMATE CRISIS.

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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 $281,306,174

Program Service Revenue $0

Investment Income $4,545,960

Other Revenue $151,194

TOTAL REVENUE $286,003,328

Expense Breakdown

Grants Paid $156,172,399

Salaries & Benefits $22,225,353

Fundraising Expenses $5,709,568

Program Expenses $211,024,220

Other Expenses $40,680,897

TOTAL EXPENSES $219,078,649

Year-over-Year Comparison

	2023	2022	Change
Revenue	$286,003,328	$133,310,567	+1.1%
Expenses	$219,078,649	$189,073,695	+0.2%
Net Income	$66,924,679	$-55,763,128	-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

141

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

$2,007,893

Total Directors

$640,947

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON MARK	CEO	40.00	Officer Director	$467,752	$71,945	$539,697
NICOLE SYSTROM	BOARD CHAIR	3.00	Officer Director	$10,000	$0	$10,000
MELANIE AUDETTE	BOARD MEMBER	3.00	Director	$10,000	$0	$10,000
STUART CLARKE	BOARD MEMBER	3.00	Director	$10,000	$0	$10,000
CARLOS CURBELO	BOARD MEMBER	3.00	Director	$10,000	$0	$10,000
ARAVINTH GANESAN	BOARD MEMBER	3.00	Director	$10,000	$0	$10,000
BRYAN GARCIA	BOARD MEMBER	3.00	Director	$10,000	$0	$10,000
STEPHEN HARPER	BOARD MEMBER (THRU 6/9/23)	3.00	Director	$3,750	$0	$3,750
GINA MCCARTHY	BOARD MEMBER (THRU 12/8/23)	3.00	Director	$11,875	$0	$11,875
ROSE MCKINNEY JAMES	BOARD MEMBER	3.00	Director	$10,000	$0	$10,000
HEATHER MCTEER TONEY	BOARD MEMBER	3.00	Director	$10,000	$0	$10,000
MAKARA RUMLEY	BOARD MEMBER	3.00	Director	$1,875	$0	$1,875
SUE TIERNEY	BOARD MEMBER	3.00	Director	$1,875	$0	$1,875
PATRICK WOODOCK	BOARD MEMBER	3.00	Director	$1,875	$0	$1,875
JANE BREYER	SVP, STRATEGIC PARTNERSHIPS	40.00	Officer	$381,480	$69,479	$450,959
BRIAN STANLEY	COO/SECRETARY & TREASURER	34.00	Officer	$292,790	$43,649	$336,439
JESSICA FINN COVEN	SVP, PROGRAMS	40.00	Officer	$324,501	$65,560	$390,061
MARIA ALVAREZ	SR. DIRECTOR, FINANCE	40.00	Officer	$236,332	$44,405	$280,737
SUSAN FRANK	VP, STRATEGIC PARTNERSHIPS	40.00	Highest	$310,096	$42,483	$352,579
JONATHAN LONIAN	VP, PEOPLE & CULTURE	40.00	Highest	$269,150	$53,965	$323,115
ADRIANNA QUINTERO	VP, PROGRAMS & EQUITY	40.00	Highest	$267,278	$66,694	$333,972
EMILY ENDERLE	VP, PROGRAMS	40.00	Highest	$264,149	$56,732	$320,881

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	$286,003,328	$219,078,649	$195,685,276	$66,924,679
2022	$133,310,567	$189,073,695	$127,905,372	$-55,763,128
2021	$181,891,970	$141,941,371	$173,205,171	$39,950,599
2020	$186,361,127	$117,166,891	$134,513,883	$69,194,236

UNITED STATES ENERGY FOUNDATION