SustainEnergyFinance

EIN: 923892976 501(c)(3) Science & Technology

Salt Lake City, UT

Total Revenue
$821,852
Total Expenses
$472,245
Total Assets
$10,628,763
Net Assets
$433,586
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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
UT
Phone
5102890143
Tax Period
2025-01-01 to 2025-12-31

SustainEnergyFinance, founded in 2023, is a small nonprofit in the Science & Technology sector that reported $822K in total revenue in fiscal year 2025. Revenue surged 2669% from the prior year, signaling strong growth momentum. The organization ran a surplus of $350K, a strong 43% operating margin.

Mission

Transform our communities with accessible, equitable, and creative financial solutions that build a clean energy economy.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $413,966
Program Service Revenue $69,935
Investment Income $337,951
Other Revenue $0
TOTAL REVENUE $821,852

Expense Breakdown

Grants Paid $0
Salaries & Benefits $94,134
Fundraising Expenses $662
Program Expenses $416,378
Other Expenses $378,111
TOTAL EXPENSES $472,245

Year-over-Year Comparison

2025 2024 Change
Revenue $821,852 $29,684 +26.7%
Expenses $472,245 $7,016 +66.3%
Net Income $349,607 $22,668 +14.4%
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

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Governance

Voting Members
3
Independent Members
2
Employees
1
Volunteers
2

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
2
$74,848
Total Directors
3
$74,848
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Shawna Cuan Chief Executive Officer & Board Member 40.0
Officer Director
$74,848 $0 $74,848
Stephen Kelleher Chair 4.0
Officer Director
$0 $0 $0
Joshua Craft Board Member 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
2025 $821,852 $472,245 $10,628,763 $349,607
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