LOBO ENERGY INCORPORATED

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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

1998

Legal Domicile

Principal Officer

JASON STRAUSS

Phone

5052727118

Tax Period

2024-07-01 to 2025-06-30

LOBO ENERGY INCORPORATED, founded in 1998, is a community nonprofit in the Environment sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 97% from the prior year, signaling strong growth momentum. The organization ran a surplus of $444K, a strong 22% operating margin.

Mission

LOBO ENERGY, INC. MAY PROVIDE ASSISTANCE TO THE UNIVERSITY, AS REQUESTED, FOR MANAGEMENT AND SUPERVISION OF THE PLANNING, DESIGN, ENGINEERING, CONTRACTING, ENERGY-CONSERVATION, AND COMMISSIONING SERVICES FOR ASSIGNED PROJECTS; PROCUREMENT OF EQUIPMENT AND SERVICES IN THE COURSE OF IMPLEMENTING THE PROJECTS; AND REVIEW OF REGULATORY ISSUES WHILE MONITORING LONG-TERM TECHNOLOGICAL INNOVATION AND SUSTAINABLE PRACTICES.

Program Service Accomplishments

Program 1

Expenses: $1,272,520 Revenue: $1,832,235

LOBO ENERGY, INC. WAS FORMED BY THE REGENTS OF THE UNIVERSITY OF NEW MEXICO IN 1998 TO MANAGE THE UPGRADE OF THE UTILITY INFRASTRUCTURE AND PROVIDE UTILITY MANAGEMENT SERVICES TO UNM. LOBO ENERGY HAS UPGRADED THE INFRASTRUCTURE AND HAS IMPLEMENTED AND IS OVERSEEING AN EXTENSIVE ENERGY CONSERVATION PROGRAM ON THE CAMPUS.

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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 $0

Program Service Revenue $1,832,235

Investment Income $211,529

Other Revenue $0

TOTAL REVENUE $2,043,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $911,069

Fundraising Expenses $0

Program Expenses $1,272,520

Other Expenses $688,497

TOTAL EXPENSES $1,599,566

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,043,764	$1,036,852	+1.0%
Expenses	$1,599,566	$1,218,661	+0.3%
Net Income	$444,198	$-181,809	-3.4%

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

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

$655,995

Total Directors

$2,587,347

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARNETT STOKES	DIRECTOR	1.00	Director	$0	$158,267	$783,348
ROBERT GONZALEZ	DIRECTOR	1.00	Director	$0	$51,826	$305,346
BRUNO E CARRARA	DIRECTOR, VICE CHAIR	1.00	Director	$0	$0	$0
THOMAS J RUIZ	DIRECTOR	1.00	Director	$0	$0	$0
JON WORD	DIRECTOR	1.00	Director	$0	$0	$0
TERESA COSTANTINIDIS	DIRECTOR/BOARD CHAIR	1.00	Director	$0	$134,689	$481,494
JASON STRAUSS	PRESIDENT/CEO	40.00	Officer Director	$182,175	$50,483	$232,658
JACK FORTNER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CHICARELLI	DIRECTOR	1.00	Director	$0	$120,392	$784,501
ALFRED SENA	VICE PRESIDENT (THRU 1/31/25)	5.00	Officer	$0	$49,397	$201,554
MATTHEW CHERRIN	VICE PRESIDENT	40.00	Officer	$110,221	$35,738	$145,959
JULIE ALBERTI	CFO	20.00	Officer	$64,287	$11,537	$75,824

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	$2,043,764	$1,599,566	$8,099,772	$444,198
2024	$1,036,852	$1,218,661	$386,832	$-181,809
2023	$1,130,808	$8,368,588	$558,200	$-7,237,780
2022	$2,177,036	$1,510,558	$7,881,888	$666,478
2021	$2,176,864	$1,410,225	$8,329,766	$766,639
2020	$2,177,306	$1,504,100	$8,652,224	$673,206
2019	$2,175,329	$1,501,190	$9,025,211	$674,139
2018	$2,175,950	$1,808,493	$9,409,352	$367,457