WESTERN ENERGY FREEDOM ACTION (EIN 851013487) - 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

2020

Legal Domicile

Principal Officer

KATHLEEN STAKS

Phone

7209899745

Tax Period

2024-01-01 to 2024-12-31

WESTERN ENERGY FREEDOM ACTION, founded in 2020, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $814K, a strong 23% operating margin.

Mission

SEE PART III, LINE 1.

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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 $3,615,000

Program Service Revenue $0

Investment Income $13

Other Revenue $0

TOTAL REVENUE $3,615,013

Expense Breakdown

Grants Paid $579,205

Salaries & Benefits $539,820

Fundraising Expenses $129,130

Program Expenses $2,569,248

Other Expenses $1,644,519

TOTAL EXPENSES $2,801,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,615,013	$4,134,827	-0.1%
Expenses	$2,801,344	$3,570,273	-0.2%
Net Income	$813,669	$564,554	+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

N/A

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

$305,000

Total Directors

$335,012

Key Employees

$215,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN STAKS	EXECUTIVE DIRECTOR/ PRESIDENT	20.00	Officer Director	$275,000	$0	$275,000
DOMINIC GABELLO	DIRECTOR/ SECRETARY (SEE SCH. L)	5.00	Officer Director	$0	$0	$0
JOHN ANDERSON	DIRECTOR/ TREASURER	5.00	Officer Director	$30,000	$0	$30,000
SARAH DERDOWSKI	DIRECTOR	5.00	Director	$30,012	$0	$30,012
DAVE ROBERTSON	DIRECTOR (FROM 6/2024) (SEE SCH. L)	5.00	Director	$0	$0	$0
ANDREW SAND	DEPUTY EXECUTIVE DIRECTOR	20.00	Key Emp	$215,000	$0	$215,000

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	$3,615,013	$2,801,344	$1,531,365	$813,669
2023	$4,134,827	$3,570,273	$780,619	$564,554
2022	$3,220,184	$4,369,359	$1,547,432	$-1,149,175
2021	$1,745,710	$429,737	$1,243,295	$1,315,973

WESTERN ENERGY FREEDOM ACTION