IDAHO SCHOOL BENEFIT TRUST (EIN 471372682) - 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

2014

Legal Domicile

Principal Officer

DARREN URANGA

Phone

2089964701

Tax Period

2023-09-01 to 2024-08-31

IDAHO SCHOOL BENEFIT TRUST, founded in 2014, is a major nonprofit in the Mutual Benefit sector that reported $171.0M in total revenue in fiscal year 2023.

Mission

THE PURPOSE OF THE IDAHO SCHOOL BENEFIT TRUST IS TO PROVIDE CERTAIN SELF-FUNDED HEALTH AND WELFARE BENEFITS ON BEHALF OF AND FOR THE BENEFIT OF THE PARTICIPANTS AND THEIR DEPENDENTS OF SCHOOL DISTRICTS, CHARTER SCHOOLS, AND EDUCATION RELATED ORGANIZATIONS.

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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 $0

Program Service Revenue $169,767,591

Investment Income $1,235,034

Other Revenue $0

TOTAL REVENUE $171,002,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,470

Fundraising Expenses $0

Other Expenses $17,853,094

TOTAL EXPENSES $174,988,918

Year-over-Year Comparison

	2023	2022	Change
Revenue	$171,002,625	$167,553,722	+0.0%
Expenses	$174,988,918	$169,977,963	+0.0%
Net Income	$-3,986,293	$-2,424,241	+0.6%

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

$9,470

Total Directors

$13,470

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARREN URANGA	TREASURER	3.00	Officer Director	$3,470	$0	$3,470
GORDON WOOLLEY	CHAIRMAN	1.00	Officer Director	$3,500	$0	$3,500
CHUCK KINSEY	VICE CHAIRMAN	1.00	Officer Director	$2,500	$0	$2,500
WIL OVERGAARD	TRUSTEE	1.00	Director	$2,000	$0	$2,000
GAYLEN SMYER	TRUSTEE	1.00	Director	$2,000	$0	$2,000

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	$171,002,625	$174,988,918	$30,609,629	$-3,986,293
2023	$167,553,722	$169,977,963	$37,103,204	$-2,424,241
2022	$193,351,752	$198,280,086	$43,260,585	$-4,928,334
2021	$181,053,570	$180,471,730	$54,017,370	$581,840
2020	$177,904,218	$171,334,454	$43,574,346	$6,569,764
2019	$164,861,333	$176,108,067	$38,343,345	$-11,246,734

IDAHO SCHOOL BENEFIT TRUST