PACENATION (EIN 842270340) - 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

2019

Legal Domicile

Principal Officer

MARY LUEVANO

Phone

3104977781

Tax Period

2024-01-01 to 2024-12-31

PACENATION, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $830K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. The organization ran a surplus of $147K, a strong 18% operating margin.

Mission

THE MISSION OF PACENATION IS TO PROMOTE PROPERTY ASSESSED CLEAN ENERGY (PACE) FINANCING BY PROVIDING LEADERSHIP AND SUPPORT FOR A GROWING UNIVERSE OF PACE MARKET PARTICIPANTS.

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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 $697,390

Program Service Revenue $133,104

Investment Income $0

Other Revenue $0

TOTAL REVENUE $830,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $382,580

Fundraising Expenses $0

Program Expenses $683,987

Other Expenses $301,407

TOTAL EXPENSES $683,987

Year-over-Year Comparison

	2024	2023	Change
Revenue	$830,494	$930,092	-0.1%
Expenses	$683,987	$903,473	-0.2%
Net Income	$146,507	$26,619	+4.5%

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

$185,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABBY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY LEWIS INKUMSAH	DIRECTOR	1.00	Director	$0	$0	$0
PETER MORGAN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS ALBANO	DIRECTOR	1.00	Director	$0	$0	$0
CALEB BELL	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN BERNDT	DIRECTOR	1.00	Director	$0	$0	$0
COLLEEN BUCHER	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH BURKE	DIRECTOR	1.00	Director	$0	$0	$0
ROGER DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
ERIN DEADY	DIRECTOR	40.00	Director	$0	$0	$0
VINAY GUPTA	DIRECTOR	1.00	Director	$0	$0	$0
MELODY ECHOLS	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY EDINGER	DIRECTOR	1.00	Director	$0	$0	$0
ERICA GILMORE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE KOCIS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL KARLOSKY	DIRECTOR	1.00	Director	$0	$0	$0
BALI KUMAR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SYKES	DIRECTOR	1.00	Director	$0	$0	$0
LAURA RAPAPORT	DIRECTOR	1.00	Director	$0	$0	$0
DUB TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CHIN	CHAIR	2.00	Officer	$0	$0	$0
MOHAMMED ELAHI	VICE CHAIR	2.00	Officer	$0	$0	$0
BERT HUNTER	TREASURER	2.00	Officer	$0	$0	$0
SETH LUTTER	SECRETARY	2.00	Officer	$0	$0	$0
MARY LUEVANO	EXECUTIVE DIRECTOR	40.00	Officer	$185,000	$0	$185,000

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	$830,494	$683,987	$222,893	$146,507
2023	$930,092	$903,473	$95,787	$26,619
2022	$541,403	$1,104,794	$507,875	$-563,391
2021	$1,160,817	$732,419	$592,085	$428,398

PACENATION