CLIMATE POWER EDUCATION FUND (EIN 922286208) - 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

2023

Legal Domicile

Principal Officer

LORI LODES

Phone

2029643737

Tax Period

2023-02-07 to 2023-12-31

CLIMATE POWER EDUCATION FUND, founded in 2023, is a mid-sized nonprofit in the Environment sector that reported $11.7M in total revenue in fiscal year 2023. The organization ran a surplus of $8.3M, a strong 71% 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 (2023)

Revenue Breakdown

Contributions & Grants $11,696,056

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,696,056

Expense Breakdown

Grants Paid $3,000,000

Salaries & Benefits $195,124

Fundraising Expenses $147,526

Program Expenses $3,134,347

Other Expenses $117,708

TOTAL EXPENSES $3,372,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,696,056	N/A	N/A
Expenses	$3,372,832	N/A	N/A
Net Income	$8,323,224	N/A	N/A

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

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

$412,770

Total Directors

$387,394

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW COMPTON	PRESIDENT	5.00	Officer Director	$0	$10,844	$128,520
JILL SHESOL	TREASURER	5.00	Officer Director	$0	$10,316	$121,308
NZINGA WEST	DIRECTOR	5.00	Director	$0	$14,925	$137,566
LORI LODES	EXECUTIVE DIRECTOR	5.00	Officer	$0	$14,284	$162,942
HEATHER HARGREAVES	DEPUTY EXECUTIVE DIRECTOR, CAMPAIGNS	5.00	Highest	$0	$11,719	$134,788
ANTONIETA CADIZ	DEPUTY EXECUTIVE DIRECTOR, EN ACCIN	5.00	Highest	$0	$14,263	$119,057
CLAIRE MOSER	DEPUTY EXECUTIVE DIRECTOR,	5.00	Highest	$0	$5,585	$117,097

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	$11,696,056	$3,372,832	$8,596,402	$8,323,224

CLIMATE POWER EDUCATION FUND