SURPLUS LINE ASSOCIATION OF IDAHO (EIN 237217173) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

JAN CHRISTENSEN

Phone

2083440781

Tax Period

2023-01-01 to 2023-12-31

SURPLUS LINE ASSOCIATION OF IDAHO, founded in 1969, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 78% operating margin.

Mission

NONE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,752,665

Investment Income $221,966

Other Revenue $73,100

TOTAL REVENUE $2,047,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $449,286

TOTAL EXPENSES $449,286

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,047,731	$1,263,394	+0.6%
Expenses	$449,286	$417,439	+0.1%
Net Income	$1,598,445	$845,955	+0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
JAN CHRISTENSEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JORDAN REDMAN	REGION I DIR	N/A	Officer Director	$0	$0	$0
TOM L WEBSTER	REGION III	N/A	Officer Director	$0	$0	$0
MIKE MARTIN	REGION II DI	N/A	Officer Director	$0	$0	$0
GREG SWENSON	VP & PRESIDE	N/A	Officer Director	$0	$0	$0
JACOB FLORENCE	SECRETARY -	N/A	Officer Director	$0	$0	$0
STACI MATHESON	REGION V DIR	N/A	Officer Director	$0	$0	$0
CARRIE NEGRETTE	MANAGER	N/A	Officer 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	No data	No data	No data	No data
2023	$2,047,731	$449,286	$7,627,233	$1,598,445
2022	$1,263,394	$417,439	$6,028,788	$845,955
2021	$1,365,398	$541,267	$5,182,833	$824,131
2020	$1,171,735	$324,467	$4,358,702	$847,268
2019	$942,453	$269,763	$3,511,434	$672,690
2018	$611,214	$334,846	$2,838,744	$276,368

SURPLUS LINE ASSOCIATION OF IDAHO