AEIC Center for Operational Excell… - Form 990 Financial Data

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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

Steve Hauser

Phone

7202548020

Tax Period

2024-01-01 to 2024-12-31

AEIC Center for Operational Excellence, founded in 2023, is a small nonprofit in the Science & Technology sector that reported $171K in total revenue in fiscal year 2024. The organization ran a surplus of $39K, a strong 23% operating margin.

Mission

Through strategic workshops, AEIC member projects, publications, and other resources that are interconnected with our Integrated System Planning and Operations Data Strategy Framework, we strive to empower our industry to overcome operational challenges and harness opportunities. Our repository of resources emphasizes holistic approaches to data-driven decision-making, coordination, and impactful results that drive operational excellence.

Program Service Accomplishments

Program 1

Expenses: $100,324 Revenue: $64,172

The Ops Center facilitated 2 in-person Workshops last year and provided public reports from the outcomes of both Workshops. In the first Workshop, participants explored real-world applications for...

The Ops Center facilitated 2 in-person Workshops last year and provided public reports from the outcomes of both Workshops. In the first Workshop, participants explored real-world applications for inverter based resources, discussed emerging operational challenges, and examined the best practices for safely integratingBESS into utility systems. During the second Workshop, attendees shared innovative approaches to integrating distributed energy resources (DERs) while enhancing load forecasting accuracy. The discussions emphasized data exchange and interconnection challenges, fostering alignment between grid modernization goals and regulatory frameworks.

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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 $106,765

Program Service Revenue $64,172

Investment Income $7

Other Revenue $0

TOTAL REVENUE $170,944

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $11,077

Program Expenses $100,324

Other Expenses $132,059

TOTAL EXPENSES $132,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$170,944	N/A	N/A
Expenses	$132,059	N/A	N/A
Net Income	$38,885	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

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
Robert Sanchez outgoing	President	0.10	Officer	$0	$0	$0
Tom Falcone outgoing	Treasurer	0.10	Officer	$0	$0	$0
Jacob Tetlow incoming	President	0.10	Officer	$0	$0	$0
Jacob Tetlow outgoing	Secretary	0.10	Officer	$0	$0	$0
Archie Collins incoming	Secretary	0.10	Officer	$0	$0	$0
Werner Schweiger incoming	Treasurer	0.10	Officer	$0	$0	$0
Steve Hauser	Executive Dir.	10.00	Officer	$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	$170,944	$132,059	$312,452	$38,885

AEIC Center for Operational Excellence