IDAHO AGC BENEFIT PLAN TRUST (EIN 820447719) - 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

1986

Legal Domicile

Principal Officer

WAYNE HAMMON

Phone

2083442531

Tax Period

2024-01-01 to 2024-12-31

IDAHO AGC BENEFIT PLAN TRUST, founded in 1986, is a small nonprofit that reported $757K in total revenue in fiscal year 2024. Revenue surged 154% from the prior year, signaling strong growth momentum. Expenses of $697K left a modest 8% surplus.

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING MEMBERS OF THE IDAHO AGC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $755,383

Investment Income $1,649

Other Revenue $0

TOTAL REVENUE $757,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $77,659

TOTAL EXPENSES $696,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$757,032	$298,309	+1.5%
Expenses	$696,826	$321,541	+1.2%
Net Income	$60,206	$-23,232	-3.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM WARR	CHAIRMAN	1.00	Director	$0	$0	$0
REBECCA STRICKLAND	VICE-CHAIR	1.00	Director	$0	$0	$0
KORI BONNEY	TRUSTEE	1.00	Director	$0	$0	$0
WAYLIN LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
HEIDI LOCKNER	TRUSTEE	1.00	Director	$0	$0	$0
JILL BELL	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN BROWN	TRUSTEE	1.00	Director	$0	$0	$0
WAYNE HAMMON	OFFICER	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	$757,032	$696,826	$140,613	$60,206
2023	$298,309	$321,541	$108,299	$-23,232
2022	$211,689	$240,982	$127,283	$-29,293
2021	$215,127	$187,238	$119,458	$27,889
2020	$211,211	$168,856	$79,028	$42,355
2019	$220,775	$236,932	$38,636	$-16,157
2018	$278,592	$286,964	$58,119	$-8,372

IDAHO AGC BENEFIT PLAN TRUST