IDAHO AGC SELF-FUNDED BENEFIT TRUST (EIN 300496315) - 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

2008

Legal Domicile

Principal Officer

WAYNE HAMMON

Phone

2083442531

Tax Period

2024-01-01 to 2024-12-31

IDAHO AGC SELF-FUNDED BENEFIT TRUST, founded in 2008, is a mid-sized nonprofit in the Mutual Benefit sector that reported $27.5M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $26.2M left a modest 5% surplus.

Mission

TO RECEIVE CONTRIBUTIONS AND HOLD, MANAGE, INVEST, AND REINVEST, TRUST PROPERTY AND ALL INCOME FROM SUCH PROPERTY AS REQUIRED BY THE EMPLOYMENT RETIREMENT INCOME SECURITY ACT OF 1974.

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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 $0

Program Service Revenue $27,130,815

Investment Income $390,210

Other Revenue $0

TOTAL REVENUE $27,521,025

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,033,817

TOTAL EXPENSES $26,151,092

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,521,025	$22,235,746	+0.2%
Expenses	$26,151,092	$22,436,555	+0.2%
Net Income	$1,369,933	$-200,809	-7.8%

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

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
ADAM WARR	CHAIR	1.00	Director	$0	$0	$0
REBECCA STRICKLAND	VICE-CHAIR	1.00	Director	$0	$0	$0
HEIDI LOCKNER	TRUSTEE	1.00	Director	$0	$0	$0
JILL BELL	TRUSTEE	1.00	Director	$0	$0	$0
KORI BONNEY	TRUSTEE	1.00	Director	$0	$0	$0
WAYLIN LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN BROWN	TRUSTEE	1.00	Director	$0	$0	$0
WAYNE HAMMON	EXECUTIVE DIRECTOR	1.00	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	$27,521,025	$26,151,092	$12,896,501	$1,369,933
2023	$22,235,746	$22,436,555	$10,826,429	$-200,809
2022	$16,244,303	$13,330,703	$9,716,481	$2,913,600
2021	$14,916,501	$16,291,972	$6,885,647	$-1,375,471
2020	$15,079,575	$14,040,259	$7,435,026	$1,039,316
2019	$14,094,102	$14,989,429	$6,519,352	$-895,327
2018	$16,465,808	$16,920,686	$7,392,922	$-454,878

IDAHO AGC SELF-FUNDED BENEFIT TRUST