WESTERN ENERGY ALLIANCE (EIN 840700841) - 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

1974

Legal Domicile

Principal Officer

MELISSA SIMPSON

Phone

3036230987

Tax Period

2024-01-01 to 2024-12-31

WESTERN ENERGY ALLIANCE, founded in 1974, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $2.1M left a modest 3% surplus.

Mission

WORKING WITH A VIBRANT MEMBERSHIP BASE FOR OVER 50 YEARS, WESTERN ENERGY ALLIANCE STANDS AS A CREDIBLE LEADER, ADVOCATE, AND CHAMPION OF INDEPENDENT OIL AND NATURAL GAS COMPANIES IN THE WEST. OUR EXPERT STAFF, ACTIVE COMMITTEES, AND COMMITTED BOARD MEMBERS FORM A COLLABORATIVE AND WELCOMING COMMUNITY OF PROFESSIONALS DEDICATED TO ABUNDANT, AFFORDABLE ENERGY AND A HIGH QUALITY OF LIFE FOR ALL. MOST INDEPENDENT PRODUCERS ARE SMALL BUSINESSES, WITH AN AVERAGE OF FOURTEEN EMPLOYEES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $768,000

Program Service Revenue $1,340,348

Investment Income $996

Other Revenue $17,838

TOTAL REVENUE $2,127,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,009,124

Fundraising Expenses $180,644

Other Expenses $1,046,169

TOTAL EXPENSES $2,055,293

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,127,182	$1,868,612	+0.1%
Expenses	$2,055,293	$1,960,753	+0.0%
Net Income	$71,889	$-92,141	-1.8%

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

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

$394,832

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN SGAMMA	PRESIDENT	40.00	Officer	$365,000	$29,832	$394,832
AARON JOHNSON	VP PUBLIC AF	40.00	Highest	$169,680	$21,003	$190,683
MICHAEL PUCHALSKI	MGR BUSINESS	40.00	Highest	$120,000	$6,323	$126,323
CHARLOTTE SAWYER	REGULATORY A	40.00	Highest	$106,950	$13,161	$120,111
CHRIS VALDEZ	CHAIR	0.50	Officer Director	$0	$0	$0
DAVE BALLARD	1ST VICE CHA	0.50	Officer Director	$0	$0	$0
MICHAEL LAND	2ND VICE CHA	0.50	Officer Director	$0	$0	$0
DAVE KEYTE	IMM PAST CHA	0.50	Officer Director	$0	$0	$0
PATRICK KILLEN	SECRETARY	0.50	Officer Director	$0	$0	$0
BRET SUMNER	GOV AFFAIRS	0.50	Officer Director	$0	$0	$0
PAT HANLEY	TREASURER	0.50	Officer Director	$0	$0	$0
JASON BUEHLER	DIRECTOR	0.50	Director	$0	$0	$0
PAM BUNZ	DIRECTOR	0.50	Director	$0	$0	$0
ALEX CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
ASHLEY CAMPBELL	DIRECTOR	0.50	Director	$0	$0	$0
JESSICA CAVENS	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN FLAHERTY	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT HARBER	DIRECTOR	0.50	Director	$0	$0	$0
ART KRASNY	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN LAW	DIRECTOR	0.50	Director	$0	$0	$0
POE LEGGETTE	DIRECTOR	0.50	Director	$0	$0	$0
ROB MATHES	DIRECTOR	0.50	Director	$0	$0	$0
MARK MCDANIEL	DIRECTOR	0.50	Director	$0	$0	$0
SALAR NABAVIAN	DIRECTOR	0.50	Director	$0	$0	$0
TRACY OPP	DIRECTOR	0.50	Director	$0	$0	$0
MIKE O'SHAUGHNESSY	DIRECTOR	0.50	Director	$0	$0	$0
WARD POLZIN	DIRECTOR	0.50	Director	$0	$0	$0
MARK PEARSON	DIRECTOR	0.50	Director	$0	$0	$0
TIM SULSER	DIRECTOR	0.50	Director	$0	$0	$0
STEVE STRUNA	DIRECTOR	0.50	Director	$0	$0	$0
CODY TRUITT	DIRECTOR	0.50	Director	$0	$0	$0
DAVE KEANINI	DIRECTOR	0.50	Director	$0	$0	$0
GREG PULLIAM	DIRECTOR	0.50	Director	$0	$0	$0
CHRIS WRIGHT	DIRECTOR	0.50	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	$2,127,182	$2,055,293	$1,144,720	$71,889
2023	$1,868,612	$1,960,753	$1,214,324	$-92,141
2022	$2,100,185	$1,757,572	$1,829,556	$342,613
2021	$2,434,687	$2,142,136	$1,181,878	$292,551
2020	$1,601,444	$1,924,844	$1,071,075	$-323,400
2019	$2,916,763	$2,617,543	$960,463	$299,220
2018	$2,741,271	$2,496,149	$1,177,419	$245,122

WESTERN ENERGY ALLIANCE