THE JESSE TREE OF IDAHO INC (EIN 820534777) - 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

2002

Legal Domicile

Principal Officer

EVAN STEWART

Phone

2083839486

Tax Period

2024-01-01 to 2024-12-31

THE JESSE TREE OF IDAHO INC, founded in 2002, is a community nonprofit in the Human Services sector that reported $3.2M in total revenue in fiscal year 2024. Expenses of $3.1M left a modest 4% surplus.

Mission

JESSE TREE PROVIDES A HAND UP TO PEOPLE EXPERIENCING A FINANCIAL CRISIS, EMPOWERING THEM TO REMAIN IN THEIR HOMES.

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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 $3,076,586

Program Service Revenue $0

Investment Income $129,971

Other Revenue $15,520

TOTAL REVENUE $3,222,077

Expense Breakdown

Grants Paid $1,744,704

Salaries & Benefits $1,033,168

Fundraising Expenses $74,472

Program Expenses $2,474,861

Other Expenses $301,896

TOTAL EXPENSES $3,079,768

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,222,077	$3,226,915	0.0%
Expenses	$3,079,768	$2,909,412	+0.1%
Net Income	$142,309	$317,503	-0.6%

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

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

$79,041

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHIE BROCKEL	CHAIR	2.00	Officer Director	$0	$0	$0
JUAN CARLOS DUQUE	PAST CHAIR	2.00	Officer Director	$0	$0	$0
KATHY STEARNS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TOM HENNESSEY	TREASURER	2.00	Officer Director	$0	$0	$0
AMANDA RICHEY	SECRETARY	2.00	Officer Director	$0	$0	$0
NATALIE SANDOVAL	COMMITTEE CHAIR	2.00	Director	$0	$0	$0
STACY SLATTERY	COMMITTEE CHAIR	2.00	Director	$0	$0	$0
TONY HART	COMMITTEE CHAIR	2.00	Director	$0	$0	$0
ALEX GRANDE	BOARD MEMBER	2.00	Director	$0	$0	$0
CAITLIN COPPLE	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH KOECKERITZ	BOARD MEMBER	2.00	Director	$0	$0	$0
TABATHA SIMMONDS	BOARD MEMBER	2.00	Director	$0	$0	$0
SHIRLEY O'NEIL	BOARD MEMBER	2.00	Director	$0	$0	$0
ALISON RABE	EXECUTIVE DIRECTOR	40.00	Officer	$79,041	$0	$79,041

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	$3,222,077	$3,079,768	$3,525,741	$142,309
2023	$3,226,915	$2,909,412	$3,101,601	$317,503
2022	$4,506,169	$3,708,764	$2,671,523	$797,405
2021	$2,772,328	$2,469,727	$1,976,948	$302,601
2020	$1,982,526	$765,981	$1,668,429	$1,216,545
2019	$367,310	$357,817	$390,219	$9,493
2018	$323,036	$273,527	$340,637	$49,509

THE JESSE TREE OF IDAHO INC