UTILITY INFORMATION ALLIANCE

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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

Corey Platt

Phone

2063825552

Tax Period

2025-01-01 to 2025-12-31

UTILITY INFORMATION ALLIANCE, founded in 2023, is a community nonprofit in the Environment sector that reported $3.7M in total revenue in fiscal year 2025. Revenue surged 53% from the prior year, signaling strong growth momentum.

Mission

Charitable - Research and Education Related to Climate Policies

Program Service Accomplishments

Program 1

Expenses: $3,711,476

Research and public education regarding public utilities and theirpolicies' effect on the climate change.Public opinion research was conducted and advertising campaigns wereconducted.

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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 (2025)

Revenue Breakdown

Contributions & Grants $3,635,000

Program Service Revenue $0

Investment Income $27,832

Other Revenue $0

TOTAL REVENUE $3,662,832

Expense Breakdown

Grants Paid $2,078,000

Salaries & Benefits $0

Fundraising Expenses $58,137

Program Expenses $3,711,476

Other Expenses $1,811,776

TOTAL EXPENSES $3,889,776

Year-over-Year Comparison

	2025	2024	Change
Revenue	$3,662,832	$2,401,525	+0.5%
Expenses	$3,889,776	$1,817,476	+1.1%
Net Income	$-226,944	$584,049	-1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Corey Platt	Chair	15.00	Officer Director	$0	$0	$0
Aisling Kerins	Secretary	15.00	Officer Director	$0	$0	$0
Philip Lloyd	Treasurer	5.00	Officer 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
2025	$3,662,832	$3,889,776	$1,330,317	$-226,944
2024	$2,401,525	$1,817,476	$1,533,540	$584,049
2023	$953,000	$13,509	$939,491	$939,491