Southwest Idaho Travel Association (EIN 820440928) - 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

1968

Legal Domicile

Principal Officer

Jared Montaque

Phone

2087130192

Tax Period

2025-01-01 to 2025-12-31

Southwest Idaho Travel Association, founded in 1968, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year.

Mission

Promote travel and tourism in Southwest Idaho working in conjunction with the Idaho Department of Commerce and the Idaho Travel Council.

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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 $1,004,381

Program Service Revenue $0

Investment Income $86

Other Revenue $0

TOTAL REVENUE $1,004,467

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,041,263

Other Expenses $1,041,263

TOTAL EXPENSES $1,041,263

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,004,467	$1,121,803	-0.1%
Expenses	$1,041,263	$1,075,624	0.0%
Net Income	$-36,796	$46,179	-1.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John Beacham	Vice President	3.00	Director	$0	$0	$0
Moya Shatz	Board Member	3.00	Director	$0	$0	$0
Amy Parrish	Treasurer	3.00	Officer Director	$0	$0	$0
Vicki Carley	Board Member	3.00	Director	$0	$0	$0
Debbi Long	Board Member	3.00	Officer Director	$0	$0	$0
Jared Montaque	President	3.00	Officer Director	$0	$0	$0
Kay Dillon	Secretary	3.00	Director	$0	$0	$0
McKenzie Christensen	Board Member	3.00	Director	$0	$0	$0
Samantha Maxey	Board Member	3.00	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	$1,004,467	$1,041,263	$62,065	$-36,796
2024	$1,121,803	$1,075,624	$98,861	$46,179
2023	$997,473	$990,238	$52,682	$7,235
2022	$649,886	$633,670	$45,447	$16,216
2021	$545,888	$539,157	$29,231	$6,731
2020	$457,024	$453,705	$22,500	$3,319
2019	$585,888	$588,590	$19,181	$-2,702
2018	$542,010	$540,823	$21,883	$1,187

Southwest Idaho Travel Association