NORTHWEST ENERGY EFFICIENCY ALLIANCE (EIN 931228867) - 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

1996

Legal Domicile

Principal Officer

REBECCA YATES

Phone

5036885400

Tax Period

2024-01-01 to 2024-12-31

NORTHWEST ENERGY EFFICIENCY ALLIANCE, founded in 1996, is a mid-sized nonprofit in the Environment sector that reported $41.1M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE NORTHWEST ENERGY EFFICIENCY ALLIANCE (NEEA) IS AN ALLIANCE OF UTILITIES AND ENERGY EFFICIENCY ORGANIZATIONS WORKING ON BEHALF OF OVER 14.5 MILLION ENERGY CONSUMERS ACROSS THE FOUR NORTHWEST STATES. NEEA'S MISSION IS TO CATALYZE THE MOST EFFICIENT USE OF ENERGY FOR A THRIVING NORTHWEST.NEEA IS FUNDED BY THE BONNEVILLE POWER ADMINISTRATION, ENERGY TRUST OF OREGON AND MORE THAN 140 ELECTRIC AND NATURAL GAS UTILITIES ACROSS THE REGION. ITS STAKEHOLDERS INCLUDE NORTHWEST UTILITIES, PUBLIC INTEREST GROUPS, STATE ENERGY OFFICES AND GOVERNMENT ENTITIES. SINCE 1996, NEEA HAS TAKEN A MARKET-DRIVEN APPROACH TO ENERGY EFFICIENCY THAT IS GROUNDED IN DATA, COLLABORATION, AND RIGOROUS EVALUATION. NEEA WORKS TO TRANSFORM MARKETS BY FILLING INFORMATION GAPS AND IDENTIFYING AND REMOVING BARRIERS SO THAT THE MARKET CAN ALIGN AROUND EVOLVING ELECTRIC AND NATURAL GAS ENERGY EFFICIENCY NEEDS. THE RESULT IS LONG-TERM, COST-EFFECTIVE ENERGY SAVINGS FOR THE REGION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $39,773,467

Program Service Revenue $0

Investment Income $323,688

Other Revenue $1,042,317

TOTAL REVENUE $41,139,472

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,660,972

Fundraising Expenses $0

Program Expenses $34,436,510

Other Expenses $26,115,943

TOTAL EXPENSES $41,776,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,139,472	$35,483,619	+0.2%
Expenses	$41,776,915	$35,293,195	+0.2%
Net Income	$-637,443	$190,424	-4.3%

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

129

Volunteers

146

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

$587,107

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOLLY BRAUN	BOARD MEMBER	1.50	Director	$0	$0	$0
MICHAEL COLGROVE	BOARD MEMBER	1.50	Director	$0	$0	$0
SUZANNE FREW	BOARD MEMBER	1.50	Director	$0	$0	$0
ANDREW GRASSELL	BOARD MEMBER	1.50	Director	$0	$0	$0
DEBBIE DEPETRIS	BOARD MEMBER	1.50	Director	$0	$0	$0
BONNIE ROUSE	BOARD MEMBER	1.50	Director	$0	$0	$0
RUCHI SADHIR	BOARD MEMBER	1.50	Director	$0	$0	$0
CORY SCOTT	BOARD MEMBER	1.50	Director	$0	$0	$0
BRITTANY BROYLES	BOARD MEMBER	1.50	Director	$0	$0	$0
GILBERT ARCHULETA	BOARD VICE CHAIR	3.00	Officer Director	$0	$0	$0
JAMAE HILLIARD CREECY	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
NICOLE HYDZIK	BOARD MEMBER	1.50	Director	$0	$0	$0
ELIZABETH OSBORNE	BOARD MEMBER	1.50	Director	$0	$0	$0
JOE FERNANDI	BOARD MEMBER	1.50	Director	$0	$0	$0
EILEEN QUIGLEY	BOARD MEMBER	1.50	Director	$0	$0	$0
KYLE ROADMAN	TREASURER	3.00	Officer Director	$0	$0	$0
DANIE WILLIAMS	BOARD SECRETARY	3.00	Officer Director	$0	$0	$0
RICHARD STOVER	BOARD MEMBER	1.50	Director	$0	$0	$0
QUENTIN NESBITT	BOARD MEMBER	1.50	Director	$0	$0	$0
CALEB REIMER	BOARD MEMBER	1.50	Director	$0	$0	$0
KYLE BURCHARD	VP ADMINISTRATION	40.00	Officer	$184,157	$48,779	$232,936
REBECCA YATES	EXECUTIVE DIRECTOR	40.00	Officer	$296,525	$57,646	$354,171
SUSAN HERMENET	VP ANALYTICS, RESEARCH	40.00	Highest	$232,686	$29,782	$262,468
JEFFREY HARRIS	CHIEF TRANSFORMATION	40.00	Highest	$219,110	$51,522	$270,632
MARK REHLEY	DIR CODES & STANDARDS	40.00	Highest	$180,681	$48,532	$229,213
REBECCA WALKER	VP, MARKET DEVELOPMENT	40.00	Highest	$184,936	$43,379	$228,315
STEPHANIE RIDER	DIR PORTFOLIO MGMT	40.00	Highest	$183,852	$48,647	$232,499

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	$41,139,472	$41,776,915	$20,737,294	$-637,443
2023	$35,483,619	$35,293,195	$23,413,645	$190,424
2022	$40,048,120	$40,674,811	$24,703,354	$-626,691
2021	$40,333,579	$39,752,700	$17,873,097	$580,879
2020	$37,858,504	$36,180,233	$18,596,696	$1,678,271
2019	$40,535,426	$40,451,130	$17,812,830	$84,296
2018	$38,131,859	$37,903,792	$13,996,763	$228,067

NORTHWEST ENERGY EFFICIENCY ALLIANCE