THE ENERGY FOUNDATION (EIN 943126848) - 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

1991

Legal Domicile

Principal Officer

ZOU JI

Phone

4155616700

Tax Period

2023-01-01 to 2023-12-31

THE ENERGY FOUNDATION, founded in 1991, is a mid-sized nonprofit that reported $84.5M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. Expenses of $77.3M left a modest 8% surplus.

Mission

TO ACHIEVE GREENHOUSE GAS EMISSIONS NEUTRALITY, WORLD-CLASS AIR QUALITY, AND GREEN GROWTH.

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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 $82,843,968

Program Service Revenue $0

Investment Income $1,536,498

Other Revenue $83,812

TOTAL REVENUE $84,464,278

Expense Breakdown

Grants Paid $55,927,586

Salaries & Benefits $10,300,129

Fundraising Expenses $1,719,593

Program Expenses $72,168,759

Other Expenses $11,112,175

TOTAL EXPENSES $77,339,890

Year-over-Year Comparison

	2023	2022	Change
Revenue	$84,464,278	$57,878,896	+0.5%
Expenses	$77,339,890	$69,460,889	+0.1%
Net Income	$7,124,388	$-11,581,993	-1.6%

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

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

$1,150,235

Total Directors

$549,884

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERNICE LEE	BOARD MEMBER	3.00	Director	$7,500	$0	$7,500
DAVID NIEH	BOARD MEMBER	3.00	Director	$6,000	$0	$6,000
HONGJUN ZHANG	BOARD CHAIR	3.00	Officer Director	$7,500	$0	$7,500
HONGPENG LEI	BOARD MEMBER	3.00	Director	$0	$0	$0
JONATHAN PERSHING	BOARD MEMBER	3.00	Director	$0	$0	$0
JORGEN THOMSEN	BOARD MEMBER	3.00	Director	$0	$0	$0
KEBIN HE	BOARD MEMBER	3.00	Director	$6,000	$0	$6,000
KELLY SIMS GALLAGHER	BOARD MEMBER	3.00	Director	$7,500	$0	$7,500
MARY NICHOLS	BOARD MEMBER	3.00	Director	$4,500	$0	$4,500
SHENYU BELSKY	BOARD MEMBER	3.00	Director	$0	$0	$0
STEPHEN HARPER	BOARD MEMBER	3.00	Director	$7,500	$0	$7,500
ZOU JI	CEO	40.00	Officer Director	$475,015	$28,369	$503,384
WALT REID	BOARD MEMBER	3.00	Director	$0	$0	$0
DAVID VANCE WAGNER	SECRETARY	40.00	Officer	$288,842	$67,373	$356,215
FANG YUWEI	COO/TREASURER	40.00	Officer	$261,968	$21,168	$283,136
DANIELLE FULLER-WIMBUSH	DIRECTOR OF GRANTS MANAGEMENT	40.00	Highest	$184,500	$61,235	$245,735
JEAN KU	DIRECTOR, STRATEGIC PARTNERSHIP	40.00	Highest	$223,834	$53,327	$277,161
PIOTR KODZIS	FINANCE DIRECTOR	40.00	Highest	$214,893	$55,501	$270,394
YUNSHU JI	GRANTS MANAGER	40.00	Highest	$130,440	$41,509	$171,949

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	$84,464,278	$77,339,890	$109,761,570	$7,124,388
2022	$57,878,896	$69,460,889	$102,177,476	$-11,581,993
2022	$57,878,896	$69,460,889	$102,177,476	$-11,581,993
2021	$83,158,939	$56,132,961	$108,278,429	$27,025,978
2020	$75,984,945	$40,378,845	$75,677,081	$35,606,100
2019	$125,609,558	$122,866,523	$101,883,000	$2,743,035
2018	$140,750,168	$122,053,089	$94,790,381	$18,697,079

THE ENERGY FOUNDATION