ENERGY RESOURCE CENTER (EIN 840809393) - 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

1979

Legal Domicile

Principal Officer

CORY SMITH

Phone

7195910772

Tax Period

2024-07-01 to 2025-06-30

ENERGY RESOURCE CENTER, founded in 1979, is a mid-sized nonprofit in the Housing & Shelter sector that reported $20.2M in total revenue in fiscal year 2024.

Mission

TO PROVIDE ENERGY CONSERVATION SERVICES AND ESSENTIAL ENERGY CONSERVATION RELATED REPAIRS FOR LOW AND MODERATE INCOME HOUSEHOLDS, AND TO PROVIDE ENERGY CONSERVATION EDUCATION TO THE COMMUNITY.

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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 $19,801,546

Program Service Revenue $354,268

Investment Income $3,363

Other Revenue $0

TOTAL REVENUE $20,159,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,096,110

Fundraising Expenses $116,481

Program Expenses $18,004,925

Other Expenses $10,459,992

TOTAL EXPENSES $19,556,102

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,159,177	$19,577,683	+0.0%
Expenses	$19,556,102	$19,134,243	+0.0%
Net Income	$603,075	$443,440	+0.4%

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

160

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

$349,605

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CORY SMITH	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
PATRICIA KELLY	BOARD VICE- CHAIR	0.50	Officer Director	$0	$0	$0
JACK JOHNSON	SECRETARY	0.50	Officer Director	$0	$0	$0
DARIUS ALLEN	MEMBER	0.50	Director	$0	$0	$0
TAMMY HAGINS	MEMBER	0.50	Director	$0	$0	$0
GEORGE LUKE	MEMBER	0.50	Director	$0	$0	$0
MARK MARSHALL	MEMBER	0.50	Director	$0	$0	$0
DAWN MELGARES	MEMBER	0.50	Director	$0	$0	$0
ANN NICHOLS	MEMBER	0.50	Director	$0	$0	$0
DIAMANTINA STINSON	CFO	40.00	Officer	$139,618	$11,906	$151,524
MARCUS REDDEN	CEO	40.00	Officer	$182,120	$15,961	$198,081

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
2025	$20,159,177	$19,556,102	$8,981,582	$603,075
2024	$19,577,683	$19,134,243	$8,317,920	$443,440
2023	$17,708,616	$18,350,376	$7,272,070	$-641,760
2022	$15,197,222	$15,495,524	$6,160,318	$-298,302
2021	$16,157,708	$13,428,826	$6,468,900	$2,728,882
2020	$11,472,129	$11,665,599	$3,394,653	$-193,470
2019	$11,724,920	$11,223,159	$3,668,674	$501,761
2018	$8,206,110	$8,220,624	$2,719,155	$-14,514

ENERGY RESOURCE CENTER