FINANCIAL ADVOCATES OF SOUTHEAST I… - Form 990 Financial Data

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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

1999

Principal Officer

TONI HUNT

Phone

2083900705

Tax Period

2025-01-01 to 2025-12-31

FINANCIAL ADVOCATES OF SOUTHEAST IDAHO INC, founded in 1999, is a small nonprofit in the Human Services sector that reported $155K in total revenue in fiscal year 2025. Expenses of $146K left a modest 6% surplus.

Mission

WE PROVIDE PAYEE SERVICES TO RECIPIENTS OF SOCIAL SECURITY BENEFITS WHO ARE PHYSICALLY AND/OR MENTALLY UNABLE TO MANAGE THEIR FUNDS, OR THOSE WHO HAVE BEEN COURT ORDERED TO HAVE ANOTHER PARTY MANAGE THEIR FUNDS. FASI COORDINATES WITH CASE MANAGERS, SHELTER HOME OPERATORS, PARENTS/GUARDIANS, AND FAMILY MEMBERS TO HELP MANAGE RECIPIENTS FINANCES SUCCESSFULLY. FASI IS OPEN TO RHS CLIENTS AS WELL AS THE ENTIRE COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $145,668

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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 (2025)

Revenue Breakdown

Contributions & Grants $154,746

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $154,746

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,610

Fundraising Expenses $0

Program Expenses $145,668

Other Expenses $89,058

TOTAL EXPENSES $145,668

Year-over-Year Comparison

	2025	2024	Change
Revenue	$154,746	$152,120	+0.0%
Expenses	$145,668	$177,477	-0.2%
Net Income	$9,078	$-25,357	-1.4%

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

N/A

Employees

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
TONI HUNT	PRESIDENT	N/A	Officer	$0	$0	$0
GEORGANN ROBERTS	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ANGIE TAMAYO	DIRECTOR	N/A	Officer Director	$0	$0	$0
TONY BELL	DIRECTOR	N/A	Officer Director	$0	$0	$0
DUSTIN MEDELLIN	DIRECTOR	N/A	Officer Director	$0	$0	$0
LAUREL TRIMBLE	DIRECTOR	N/A	Officer Director	$0	$0	$0
DEBBIE BENNETT	DIRECTOR	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
2025	$154,746	$145,668	$54,519	$9,078
2024	$152,120	$177,477	$45,441	$-25,357
2023	$382,897	$328,209	$70,798	$54,688

FINANCIAL ADVOCATES OF SOUTHEAST IDAHO INC