IDAHO EPISCOPAL FOUNDATION INC (EIN 820390297) - 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

1984

Legal Domicile

Principal Officer

RONALD D HARRIS

Phone

2083454440

Tax Period

2023-01-01 to 2023-12-31

IDAHO EPISCOPAL FOUNDATION INC, founded in 1984, is a small nonprofit in the Religion sector that reported $384K in total revenue in fiscal year 2023. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $238K, a strong 62% operating margin.

Mission

THE PURPOSE OF THE IDAHO EPISCOPAL FOUNDATION IS TO ADVISE AND ASSIST THE EPISCOPAL DIOCESE OF IDAHO AND ITS PARISHES IN ATTRACTING PRIVATE FINANCIAL SUPPORT TO AID IN THE ACHIEVEMENT OF DIOCESAN AND/OR PARISH GOALS, AND TO MANAGE THE FOUNDATION ASSETS FOR THE MAXIMUM BENEFIT OF THE EPISCOPAL DIOCESE OF IDAHO AND ITS PARISHES.

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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 $207,226

Program Service Revenue $0

Investment Income $142,840

Other Revenue $34,361

TOTAL REVENUE $384,427

Expense Breakdown

Grants Paid $33,603

Salaries & Benefits $30,142

Fundraising Expenses $11,968

Program Expenses $90,032

Other Expenses $83,055

TOTAL EXPENSES $146,800

Year-over-Year Comparison

	2023	2022	Change
Revenue	$384,427	$1,479,476	-0.7%
Expenses	$146,800	$104,029	+0.4%
Net Income	$237,627	$1,375,447	-0.8%

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

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

$28,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMIE BRUGGEMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
RONALD D HARRIS	TREASURER	1.00	Officer Director	$0	$0	$0
TORENE BONNER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN KELLEY-HARBKE	DIRECTOR	1.00	Director	$0	$0	$0
NANCY KOONCE	DIRECTOR	1.00	Director	$0	$0	$0
MARILYN BUTLER	DIRECTOR	1.00	Director	$0	$0	$0
JANIE HUMPHREY	DIRECTOR	1.00	Director	$0	$0	$0
PATTY ROWETT-MATLOCK	DIRECTOR	1.00	Director	$0	$0	$0
CARROL KELLER	DIRECTOR	1.00	Director	$0	$0	$0
DIANE NELSON	DIRECTOR	1.00	Director	$0	$0	$0
SUE REENTS	DIRECTOR	1.00	Director	$0	$0	$0
SHAWNA EDDY KISSELL	DIRECTOR	1.00	Director	$0	$0	$0
JANET HASSON	EXECUTIVE DIRECTOR	20.00	Officer	$28,000	$0	$28,000
THE RT REV JOS THARAKAN	BISHOP	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	No data	No data	No data	No data
2023	$384,427	$146,800	$6,688,279	$237,627
2022	$1,479,476	$104,029	$5,745,604	$1,375,447
2021	$212,626	$534,307	$5,817,786	$-321,681
2020	$394,454	$177,606	$5,335,765	$216,848
2019	$313,290	$265,853	$5,641,304	$47,437
2018	$358,476	$224,430	$4,427,665	$134,046

IDAHO EPISCOPAL FOUNDATION INC