IDAHO MILITARY HISTORICAL SOCIETY INC (EIN 820463824) - 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

1994

Legal Domicile

Principal Officer

Daniel J Lisee

Phone

2082724841

Tax Period

2024-01-01 to 2024-12-31

IDAHO MILITARY HISTORICAL SOCIETY INC, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $136K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 53% operating margin.

Mission

Preservation, display, and restoration of Idaho military artifacts, photos, and publications.

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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 $104,372

Program Service Revenue $0

Investment Income $25,974

Other Revenue $5,825

TOTAL REVENUE $136,171

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,246

Fundraising Expenses $0

Program Expenses $63,944

Other Expenses $22,698

TOTAL EXPENSES $63,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$136,171	$110,687	+0.2%
Expenses	$63,944	$44,602	+0.4%
Net Income	$72,227	$66,085	+0.1%

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

Total Directors

Key Employees

$16,440

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeffery Packer	Executive Director	40	Highest	$20,100	$0	$20,100
Dean Wells	Curator	32	Key Emp	$16,440	$0	$16,440
Rick Johnson	Board President	3	Officer	$0	$0	$0
Mischa Brady	Board Vice President	3	Officer	$0	$0	$0
Charles Read	Board Secretary	3	Officer	$0	$0	$0
Dan Lisee	Board Treasurer	20	Officer	$0	$0	$0
Jonathon Wood	Board Member	3	Officer	$0	$0	$0
Ken Swanson	Board Member	3	Officer	$0	$0	$0
Jeannette Duval-Ward	Board Member	3	Officer	$0	$0	$0
Thomas Miller	Board Member	3	Officer	$0	$0	$0
Andrew Vincent	Board Member	3	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	$136,171	$63,944	$544,475	$72,227

IDAHO MILITARY HISTORICAL SOCIETY INC