SOUTHERN RENEWABLE EDUCATION FUND (EIN 992612848) - 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

2024

Legal Domicile

Principal Officer

SIMON MAHAN

Phone

3373033723

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN RENEWABLE EDUCATION FUND, founded in 2024, is a small nonprofit in the Environment sector that reported $945K in total revenue in fiscal year 2024. The organization ran a surplus of $896K, a strong 95% operating margin.

Mission

TO ENGAGE IN EDUCATIONAL ACTIVITIES CONCERNING RENEWABLE ENERGY.

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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 $945,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $945,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $45,938

Fundraising Expenses $0

Program Expenses $44,134

Other Expenses $3,100

TOTAL EXPENSES $49,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$945,000	N/A	N/A
Expenses	$49,038	N/A	N/A
Net Income	$895,962	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

$224,704

Total Directors

$224,704

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAN HOLMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SIMON MAHAN	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$224,704
ZACHARY STINES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC STOCKER	TREASURER	1.00	Officer Director	$0	$0	$0
LYNNAE WILLETTE	SECRETARY	1.00	Officer Director	$0	$0	$0
MARSHALL COOVER	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR FISHER	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SMUCKER	DIRECTOR	1.00	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
2024	$945,000	$49,038	$903,533	$895,962

SOUTHERN RENEWABLE EDUCATION FUND