CITIZENS UTILITY BOARD OF OHIO

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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

TOM BULLOCK

Phone

4405547203

Tax Period

2023-01-01 to 2023-12-31

CITIZENS UTILITY BOARD OF OHIO, founded in 2020, is a small nonprofit in the Environment sector that reported $279K in total revenue in fiscal year 2023. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $363K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE CITIZENS UTILITY BOARD OF OHIO (CUB OHIO) WORKS ON BEHALF OF RESIDENTIAL AND SMALL BUSINESS UTILITY CUSTOMERS. WITH MEMBERSHIP ACROSS THE STATE, CUB OHIO WORKS FOR CHEAPER BILLS, RELIABLE SERVICE, TRANSPARENCY, CONSUMER RIGHTS, AND CLEAN, HEALTHY ENERGY DELIVERED EQUITABLY. OUR WORK INCLUDES ADDRESSING THE CLIMATE CRISIS BY CLEANING UP OUR ENERGY SYSTEMS AND ADDRESSING SYSTEMIC RACISM BY WORKING FOR ENVIRONMENTAL JUSTICE.

Program Service Accomplishments

Program 1

Expenses: $302,508

CUB OHIO CONDUCTED PUBLIC EDUCATION PROGRAMS ON BEHALF OF OHIO RESIDENTIAL AND SMALL BUSINESS UTILITY CONSUMERS, ENGAGING CONSUMERS, THE GENERAL PUBLIC, COMMUNITY LEADERS, AND STATE AND LOCAL...

CUB OHIO CONDUCTED PUBLIC EDUCATION PROGRAMS ON BEHALF OF OHIO RESIDENTIAL AND SMALL BUSINESS UTILITY CONSUMERS, ENGAGING CONSUMERS, THE GENERAL PUBLIC, COMMUNITY LEADERS, AND STATE AND LOCAL GOVERNMENT LEADERS. WITH MORE THAN 1,000 MEMBERS ACROSS THE STATE IN THE SERVICE TERRITORY OF ALL FOUR INVESTOR-OWNED UTILITIES AND THAT OF MANY RURAL CO-OPS AND MUNICIPAL UTILITIES, CUB OHIO SERVED AS A CONSUMER EDUCATION VOICE FOR CHEAPER BILLS, RELIABLE SERVICE, TRANSPARENCY, CONSUMER RIGHTS, AND CLEAN, HEALTHY ENERGY DELIVERED EQUITABLY. WE EDUCATE BUSINESS LEADERS ON DEPLOYMENT OF NEW TECHNOLOGIES AND ENERGY INNOVATION IN A MANNER THAT CAN REDUCE POLLUTION, ADDRESS THE CLIMATE CRISIS, COMBAT SYSTEMIC RACISM, AND INCREASE ENVIRONMENTAL JUSTICE. CUB OHIO INTERVENED IN MULTIPLE LEGAL DOCKETS AT THE PUBLIC UTILITIES COMMISSION OF OHIO TO LOWER CONSUMER COSTS AND LOWER EMISSIONS; EDUCATED MUNICIPAL LEADERS ABOUT MUNICIPAL UTILITY POLICY AND BEST PRACTICES, AND EDUCATED STATE LEADERS ABOUT SOLAR ENERGY; ENERGY EFFICIENCY, AND LOWERING CONSUMER COSTS BY REMOVING LEGACY SUBSIDIES. AS PART OF OUR WORK WITH LOCAL GOVERNMENTS, WE FACILITATED IMPLEMENTATION OF INFLATION REDUCTION ACT FUNDS BY LOCAL GOVERNMENTS TO DEVELOP CLEAN ENERGY PROJECT PROPOSALS AND PURSUE GRANT FUNDS FOR CAPITAL TO MAKE THEM POSSIBLEINFRASTRUCTURE THAT CAN POSITION THEM TO ACHIEVE CARBON REDUCTION GOALS FOR THEMSELVES, AND THEIR RESIDENTS AND/OR CUSTOMERS. AS PART OF CUB OHIO'S PUBLIC EDUCATION WORK, WE ENGAGED WITH NEWS REPORTERS, TALK RADIO PROGRAMS, AND EDITORIAL PAGES ACROSS THE STATE RESULTING IN HIGHER PUBLIC ATTENTION TO THESE ISSUES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $279,192

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $279,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $206,204

Fundraising Expenses $18,405

Program Expenses $302,508

Other Expenses $156,970

TOTAL EXPENSES $363,174

Year-over-Year Comparison

	2023	2022	Change
Revenue	$279,192	$404,862	-0.3%
Expenses	$363,174	$222,704	+0.6%
Net Income	$-83,982	$182,158	-1.5%

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

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

$96,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM BULLOCK	EXECUTIVE DI	40.00	Officer	$96,000	$0	$96,000
MARIA BOCANEGRA	BOARD MEMBER	0.25	Director	$0	$0	$0
TRISH DEMETER	SECRETARY	0.25	Officer Director	$0	$0	$0
RICK FRIO	BOARD MEMBER	0.25	Director	$0	$0	$0
DAVE KOLATA	TREASURER	0.25	Officer Director	$0	$0	$0
SARAH MOSKOWITZ	PRESIDENT	0.25	Officer Director	$0	$0	$0
TREMAINE PHILLIPS	BOARD MEMBER	0.25	Director	$0	$0	$0
CLIFF WOOD	BOARD MEMBER	0.25	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	No data	No data	No data	No data
2023	$279,192	$363,174	$225,422	$-83,982
2022	$404,862	$222,704	$381,593	$182,158
2021	$240,527	$208,906	$98,168	$31,621