University of Idaho Foundation Inc (EIN 237098404) - 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

1970

Legal Domicile

Principal Officer

Ben McLuen

Phone

2088854000

Tax Period

2024-07-01 to 2025-06-30

University of Idaho Foundation Inc, founded in 1970, is a mid-sized nonprofit in the Education sector that reported $61.2M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $12.4M, a strong 20% operating margin.

Mission

Inspire, manage & distribute private support to enhance the excellence of University of Idaho

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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 $37,433,785

Program Service Revenue $0

Investment Income $23,671,616

Other Revenue $107,390

TOTAL REVENUE $61,212,791

Expense Breakdown

Grants Paid $45,169,960

Salaries & Benefits $1,817,769

Fundraising Expenses $295,589

Program Expenses $45,375,964

Other Expenses $1,803,852

TOTAL EXPENSES $48,791,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,212,791	$51,300,461	+0.2%
Expenses	$48,791,581	$33,334,255	+0.5%
Net Income	$12,421,210	$17,966,206	-0.3%

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

N/A

Volunteers

553

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

$579,219

Total Directors

Key Employees

$453,582

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Clint Marshall	Chair	4.00	Officer Director	$0	$0	$0
Linda Copple Trout	Past Chair	4.00	Officer Director	$0	$0	$0
Dan Hutchinson	Vice Chair	4.00	Officer Director	$0	$0	$0
David Butler	Secretary	4.00	Officer Director	$0	$0	$0
Annette Elg	Treasurer	4.00	Officer Director	$0	$0	$0
Angella Broesch	Director (As of Oct '25)	2.00	Director	$0	$0	$0
Kirby Dyess	Director	2.00	Director	$0	$0	$0
Mark Engberg	Director	2.00	Director	$0	$0	$0
John Hale	Director	2.00	Director	$0	$0	$0
Mary Hasenoehrl	Director	2.00	Director	$0	$0	$0
Dave Huotari	Director (As of Oct '25)	2.00	Director	$0	$0	$0
Scott Madison	Director	2.00	Director	$0	$0	$0
Samantha Parrott	Director	2.00	Director	$0	$0	$0
Ken Pierce	Director (As of Oct '25)	2.00	Director	$0	$0	$0
Stephen Pruss	Director	2.00	Director	$0	$0	$0
Earl Reed	Director	2.00	Director	$0	$0	$0
Ryne Stoker	Director (As of Oct '25)	2.00	Director	$0	$0	$0
Travis Thompson	Director	2.00	Director	$0	$0	$0
Bob Urso	Director	2.00	Director	$0	$0	$0
Blair Wilson	Director (Until Oct '25)	2.00	Director	$0	$0	$0
Craig Olson	Director (Until Oct '25)	2.00	Director	$0	$0	$0
Robert Dixon	Director (Until Mar '25)	2.00	Director	$0	$0	$0
Rod Gramer	Director (Until Oct '25)	2.00	Director	$0	$0	$0
Bob Maynard	Director (Until Feb '25)	2.00	Director	$0	$0	$0
Bill McCann	Director (Until Oct '25)	2.00	Director	$0	$0	$0
Joanne Stringfield	Director (Until Oct '25)	2.00	Director	$0	$0	$0
Benjamin McLuen	Chief Executive Officer	40.00	Officer	$286,181	$43,819	$330,000
Linda Campos Chief Financial	Officer (As of Aug '24)	40.00	Officer	$214,313	$34,906	$249,219
Christian Elsberry	Vice President, Foundation Services	40.00	Key Emp	$184,266	$31,478	$215,744
Jen Root	Vice President, Development	40.00	Key Emp	$204,818	$33,020	$237,838
Bobbi Hughes - Chief Strat	Partnerships Officer for Engineering	40.00	Highest	$171,201	$31,706	$202,907
Amy Lientz - Asst VP Alumni	Relation & Exec Dir, Alumni Assoc.	40.00	Highest	$144,015	$27,312	$171,327
Sharon Morgan	Senior Director, OETGP	40.00	Highest	$136,766	$27,905	$164,671
Ann Barrington	Senior Director, Development	40.00	Highest	$124,951	$25,671	$150,622
Mahmood Sheikh - Associate	Athletic Director of Development	40.00	Highest	$119,383	$28,275	$147,658

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	$61,212,791	$48,791,581	$565,089,456	$12,421,210
2024	No data	No data	No data	No data
2023	$39,573,106	$30,186,097	$465,018,022	$9,387,009
2022	$83,800,693	$36,721,665	$439,325,192	$47,079,028
2021	$57,102,014	$25,382,295	$461,396,601	$31,719,719

University of Idaho Foundation Inc