Potential Energy Action Network Inc (EIN 874759225) - 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

2022

Legal Domicile

Principal Officer

John Marshall

Phone

6313794679

Tax Period

2023-01-01 to 2023-12-31

Potential Energy Action Network Inc, founded in 2022, is a small nonprofit in the Environment sector that reported $886K in total revenue in fiscal year 2023. Revenue fell 83% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $780K, a strong 88% operating margin.

Mission

Potential Energy Action Network Inc. is organized and operated to educate the public regarding climate change and to encourage personal and community-oriented actions to help mitigate the effects of climate change, as well as to encourage elected leadership to take action regarding climate change.

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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 $831,182

Program Service Revenue $0

Investment Income $0

Other Revenue $55,092

TOTAL REVENUE $886,274

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,032

Program Expenses $27,456

Other Expenses $106,200

TOTAL EXPENSES $106,200

Year-over-Year Comparison

	2023	2022	Change
Revenue	$886,274	$5,077,000	-0.8%
Expenses	$106,200	$5,030,427	-1.0%
Net Income	$780,074	$46,573	+15.7%

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

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

$820,884

Total Directors

$820,884

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Fyfe Marshall	Director	1.0	Officer Director	$0	$26,003	$532,670
Julia Power Burns	Board TREASURER/SECRETARY	1.0	Officer Director	$0	$29,047	$288,214
Susan Canavari	DIRECTOR - thru 9/23	1.0	Director	$0	$0	$0
Matthew Freeman	DIRECTOR - thru 9/23	1.0	Director	$0	$0	$0
Daniel Schrag	DIRECTOR - thru 9/23	1.0	Director	$0	$0	$0
Anastasia Khoo	Director - effective 10/23	1.0	Director	$0	$0	$0
David Wigder	Director - effective 10/23	1.0	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	$886,274	$106,200	$856,701	$780,074
2022	$5,077,000	$5,030,427	$161,657	$46,573

Potential Energy Action Network Inc