INTERMOUNTAIN FOUNDATION (EIN 311655066) - 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

1998

Legal Domicile

Principal Officer

ROSE LOPEZ

Phone

5207211887

Tax Period

2023-10-01 to 2024-09-30

INTERMOUNTAIN FOUNDATION, founded in 1998, is a community nonprofit in the Mental Health sector that reported $5.1M in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 71% operating margin.

Mission

MANAGEMENT OF REAL AND PERSONAL PROPERTY IN SUPPORT OF INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT.

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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 $3,221,858

Program Service Revenue $1,366,370

Investment Income $512,776

Other Revenue $0

TOTAL REVENUE $5,101,004

Expense Breakdown

Grants Paid $27,410

Salaries & Benefits $23,523

Fundraising Expenses $0

Program Expenses $1,385,823

Other Expenses $1,414,678

TOTAL EXPENSES $1,465,611

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,101,004	$3,390,979	+0.5%
Expenses	$1,465,611	$1,806,853	-0.2%
Net Income	$3,635,393	$1,584,126	+1.3%

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

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

$671,230

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSE LOPEZ	PRESIDENT & CEO	0.50	Officer	$0	$10,460	$405,637
JAMES L VITT	CFO	0.50	Officer	$0	$15,229	$265,593
GREG BRYSON BOARD	PRESIDENT (THROUGH JANUARY 2024)	0.50	Officer Director	$0	$0	$0
TAMMY KASTRE MD	VICE PRESIDENT & INTERIM PRESIDENT	0.50	Officer Director	$0	$0	$0
PATRICIA TREEFUL	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
MIMI COOMLER	DIRECTOR	0.50	Director	$0	$0	$0
BRANDT HAZEN	DIRECTOR	0.50	Director	$0	$0	$0
WILLIAM HAZEN	DIRECTOR	0.50	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	$5,101,004	$1,465,611	$25,297,780	$3,635,393
2023	$3,390,979	$1,806,853	$22,177,109	$1,584,126
2022	$2,327,135	$722,330	$13,364,806	$1,604,805
2021	$1,601,079	$795,544	$14,257,038	$805,535
2020	$1,684,636	$621,765	$13,059,076	$1,062,871
2019	$429,034	$255,166	$7,807,868	$173,868
2018	$496,187	$451,128	$7,814,560	$45,059

INTERMOUNTAIN FOUNDATION