CITIZENS UTILITY BOARD OF MICHIGAN (EIN 832153212) - 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

JOHN R LISKEY

Phone

5179135105

Tax Period

2023-10-01 to 2024-09-30

CITIZENS UTILITY BOARD OF MICHIGAN, founded in 2018, is a community nonprofit in the Community Improvement sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 111% from the prior year, signaling strong growth momentum. The organization ran a surplus of $195K, a strong 16% operating margin.

Mission

ENSURE THE AFFORDABILITY OF UTILITIES FOR RESIDENTIAL CUSTOMERS BY PROVIDING INFORMATION, PUBLIC FORUMS & WORKSHOPS ON RATES & ASSISTANCE PROGRAMS AND ADVOCATING ON BEHALF OF RESIDENTIAL RATE PAYERS IN REGULATORY PROCEEDINGS AND COURTS.

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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 $1,644

Program Service Revenue $1,239,957

Investment Income $82

Other Revenue $0

TOTAL REVENUE $1,241,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $161,805

Fundraising Expenses $7,082

Program Expenses $969,576

Other Expenses $885,036

TOTAL EXPENSES $1,046,841

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,241,683	$588,767	+1.1%
Expenses	$1,046,841	$498,201	+1.1%
Net Income	$194,842	$90,566	+1.2%

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

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

$117,608

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	CONTRACTED EXECUTIVE DIRECTOR	40.00	Officer	$117,608	$0	$117,608
CHARLOTTE JAMESON	DIRECTOR	0.50	Director	$0	$0	$0
KEITH COOLEY	PRESIDENT	2.00	Officer	$0	$0	$0
JOHN LISKEY	SECRETARY/TREASURER	3.00	Officer	$0	$0	$0
KELLY JO KITCHEN	VICE PRESIDENT	1.50	Officer	$0	$0	$0
MICHAEL LARSON	DIRECTOR	1.50	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	$1,241,683	$1,046,841	$287,614	$194,842
2023	$588,767	$498,201	$149,022	$90,566
2022	$378,978	$393,481	$19,682	$-14,503
2021	$294,702	$279,911	$48,670	$14,791
2020	$244,921	$243,460	$28,259	$1,461

CITIZENS UTILITY BOARD OF MICHIGAN