SOUTHWEST ENERGY EFFICIENCY PROJECT (EIN 841593046) - 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

2001

Legal Domicile

Phone

3034470078

Tax Period

2024-01-01 to 2024-12-31

SOUTHWEST ENERGY EFFICIENCY PROJECT, founded in 2001, is a community nonprofit in the Environment sector that reported $2.4M in total revenue in fiscal year 2024.

Mission

PROMOTE ENERGY EFFICIENCY, ELECTRIFICATION, AND CLEAN TRANSPORTATION IN THE SOUTHWEST REGION.

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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 $1,623,236

Program Service Revenue $795,286

Investment Income $16,114

Other Revenue $4,665

TOTAL REVENUE $2,439,301

Expense Breakdown

Grants Paid $2,800

Salaries & Benefits $1,785,810

Fundraising Expenses $68,663

Program Expenses $2,028,519

Other Expenses $668,884

TOTAL EXPENSES $2,457,494

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,439,301	$2,380,987	+0.0%
Expenses	$2,457,494	$2,377,274	+0.0%
Net Income	$-18,193	$3,713	-5.9%

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

$155,493

Total Directors

$155,493

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elise Jones	Executive Dir.	40.00	Officer Director	$155,493	$0	$155,493
Patricia Rodriguez	Vice-Chair	1.00	Officer Director	$0	$0	$0
Sue Reilly	Chairman	1.00	Officer Director	$0	$0	$0
Roderick Jackson	Treasurer	1.00	Officer Director	$0	$0	$0
Mary Caulkins	Board Member	1.00	Director	$0	$0	$0
Mayane Chavez Barudin	Board Member	1.00	Director	$0	$0	$0
Howard Geller	Board Member	1.00	Director	$0	$0	$0
Mary L House	Board Member	1.00	Director	$0	$0	$0
Michael Orton	Board Member	1.00	Director	$0	$0	$0
Tony Schaffhauser	Board Member	1.00	Director	$0	$0	$0
Daniel Sperling	Board Member	1.00	Director	$0	$0	$0
Devra Wang	Board Member	1.00	Director	$0	$0	$0
Brody Wilson	Board Member	1.00	Director	$0	$0	$0
Ellen Zuckerman	Board Member	1.00	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	$2,439,301	$2,457,494	$2,822,942	$-18,193
2023	$2,380,987	$2,377,274	$2,891,339	$3,713
2022	$2,393,201	$2,351,070	$2,943,173	$42,131
2021	$1,800,030	$1,934,424	$2,606,117	$-134,394
2020	$1,402,063	$1,859,758	$2,692,744	$-457,695
2019	$2,247,530	$1,964,958	$3,247,914	$282,572
2018	$2,199,600	$2,106,873	$2,949,091	$92,727

SOUTHWEST ENERGY EFFICIENCY PROJECT