CAPITAL MATRIX INC

EIN: 820383661 Community Improvement

BOISE, ID

Total Revenue
$2,452,265
Total Expenses
$2,149,549
Total Assets
$4,012,874
Net Assets
$2,717,252
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
ID
Principal Officer
ANN MUNROE
Phone
2083833473
Tax Period
2024-10-01 to 2025-09-30

CAPITAL MATRIX INC, founded in 1983, is a community nonprofit in the Community Improvement sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 12% surplus.

Mission

TO FURTHER ECONOMIC DEVELOPMENT BY PROMOTING AND ASSISTING THE GROWTH AND DEVELOPMENT OF BUSINESS IN IDAHO, MONTANA, WASHINGTON, UTAH, AND THE EASTERN COUNTIES OF OREGON.

Program Service Accomplishments

Program 1
Expenses: $1,981,339 Revenue: $2,355,848

FURTHERED ECONOMIC DEVELOPMENT IN IDAHO, EASTERN COUNTIES OF OREGON, MONTANA, WASHINGTON AND UTAH BY ADVOCATING FOR BUSINESSES AND PARTNERING WITH PRIVATE SECTOR LENDERS TO PROVIDE BUSINESSES WITH...

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FURTHERED ECONOMIC DEVELOPMENT IN IDAHO, EASTERN COUNTIES OF OREGON, MONTANA, WASHINGTON AND UTAH BY ADVOCATING FOR BUSINESSES AND PARTNERING WITH PRIVATE SECTOR LENDERS TO PROVIDE BUSINESSES WITH ACCESS TO LONG-TERM CAPITAL FOR REAL ESTATE AND EQUIPMENT TO EXPAND THEIR BUSINESSES, PRINCIPALLY SMALL BUSINESS, UNDER PROVISIONS OF SECTION 504 OF THE SMALL BUSINESS INVESTMENT ACT.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,355,848
Investment Income $95,142
Other Revenue $1,275
TOTAL REVENUE $2,452,265

Expense Breakdown

Grants Paid $93,659
Salaries & Benefits $1,669,557
Fundraising Expenses $0
Program Expenses $1,981,339
Other Expenses $386,333
TOTAL EXPENSES $2,149,549

Year-over-Year Comparison

2024 2023 Change
Revenue $2,452,265 $2,029,577 +0.2%
Expenses $2,149,549 $1,833,048 +0.2%
Net Income $302,716 $196,529 +0.5%
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

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Governance

Voting Members
16
Independent Members
16
Employees
11
Volunteers
38

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
4
$518,478
Total Directors
18
$518,478
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANN MUNROE PRESIDENT 40.00
Officer Director
$255,150 $51,267 $306,417
PAULETTE HUDSON VICE PRESIDE 40.00
Officer Director
$182,520 $29,541 $212,061
GREG CHAVEZ DIRECTOR N/A
Director
$0 $0 $0
JOHN COTNER DIRECTOR N/A
Director
$0 $0 $0
PARIS DICKERSON DIRECTOR N/A
Director
$0 $0 $0
CASSIE FONTAINE CHAIRMAN N/A
Officer Director
$0 $0 $0
BRYAN FURLONG DIRECTOR N/A
Director
$0 $0 $0
CHERYL GUIDDY TREASURER N/A
Officer Director
$0 $0 $0
DEAN HAHN DIRECTOR N/A
Director
$0 $0 $0
STEVEN JENKINS DIRECTOR N/A
Director
$0 $0 $0
RYAN JONES DIRECTOR N/A
Director
$0 $0 $0
DENEEN MAY DIRECTOR N/A
Director
$0 $0 $0
MARK MUNROE DIRECTOR N/A
Director
$0 $0 $0
CORY PHELPS DIRECTOR N/A
Director
$0 $0 $0
CLINT SHIFLET DIRECTOR N/A
Director
$0 $0 $0
KEVIN SMITH DIRECTOR N/A
Director
$0 $0 $0
JOHN STEVENS DIRECTOR N/A
Director
$0 $0 $0
MIKE TRUEBA DIRECTOR N/A
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 $2,452,265 $2,149,549 $4,012,874 $302,716
2024 $2,029,577 $1,833,048 $3,875,440 $196,529
2023 $1,835,404 $1,546,491 $3,601,169 $288,913
2022 $1,706,997 $1,450,200 $3,302,883 $256,797
2021 $1,374,395 $1,293,922 $2,943,701 $80,473
2020 $1,226,181 $1,084,624 $1,939,078 $141,557
2019 $1,155,543 $1,050,359 $1,662,277 $105,184
2018 $1,046,920 $952,725 $1,535,325 $94,195
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