Idaho State University Foundation Inc (EIN 826013543) - 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

1967

Legal Domicile

Principal Officer

Arlo Luke

Phone

2082823470

Tax Period

2024-07-01 to 2025-06-30

Idaho State University Foundation Inc, founded in 1967, is a mid-sized nonprofit in the Education sector that reported $24.2M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $23.4M left a modest 4% surplus.

Mission

To solicit, hold and manage donations for Idaho State University.

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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 $15,440,450

Program Service Revenue $1,609,896

Investment Income $7,198,114

Other Revenue $0

TOTAL REVENUE $24,248,460

Expense Breakdown

Grants Paid $18,632,670

Salaries & Benefits $0

Fundraising Expenses $866,874

Program Expenses $19,291,844

Other Expenses $4,732,242

TOTAL EXPENSES $23,364,912

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,248,460	$26,245,270	-0.1%
Expenses	$23,364,912	$17,113,050	+0.4%
Net Income	$883,548	$9,132,220	-0.9%

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

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

$54,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Beena Mannan	Chair	6.00	Officer Director	$0	$0	$0
Steve Rice	Vice Chair	2.00	Officer Director	$0	$0	$0
Crystal Allen	Secretary	2.00	Officer Director	$0	$0	$0
John Kent	Past Chair	2.00	Officer Director	$0	$0	$0
AJ Balukoff Left 1024	Board Member	1.00	Director	$0	$0	$0
Alan Stanek Left 1024	Board Member	1.00	Director	$0	$0	$0
Arturo Beery	Board Member	3.00	Director	$0	$0	$0
Bill McNabb Left 1024	Board Member	0.50	Director	$0	$0	$0
Charis Lau From 0425	Board Member	1.00	Director	$0	$0	$0
Douglas Chambers From 1024	Board Member	1.00	Director	$0	$0	$0
Gina Briggs From 0425	Board Member	1.00	Director	$0	$0	$0
Jake Erikson	Board Member	1.00	Director	$0	$0	$0
Jayson Ronk From 0425	Board Member	0.50	Director	$0	$0	$0
Joel Phillips	Board Member	1.00	Director	$0	$0	$0
Marc McDonald	Board Member	5.00	Director	$0	$0	$0
Michael Watson	Board Member	1.00	Director	$0	$0	$0
Mike Byrne	Lifetime Board Member	3.00	Director	$0	$0	$0
Shelly Sayer	Board Member	1.00	Director	$0	$0	$0
Stephen Beckley Left 1224	Board Member	1.00	Director	$0	$0	$0
Steven Skaggs	Board Member	2.00	Director	$0	$0	$0
Susan Campbell	Board Member	3.00	Director	$0	$0	$0
Troy Bell Left 1024	Board Member	1.50	Director	$0	$0	$0
Williams Eames Left 0125	Lifetime Board Member	1.00	Director	$0	$0	$0
Zakery Warren	Board Member	1.00	Director	$0	$0	$0
Ronald Bollinger From 1024	Board Member	0.50	Director	$0	$0	$0
Travis Quast From 1024	Board Member	0.50	Director	$0	$0	$0
Trisa Clemons From 1024	Board Member	2.00	Director	$0	$0	$0
Stephanie Smith From 0125	Executive Vice President	10.00	Officer	$0	$0	$0
Catherine Wooton Left 0724	Executive Vice President	6.00	Officer	$40,698	$13,331	$54,029
Arlo Luke	Treasurer	2.00	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
2025	$24,248,460	$23,364,912	$147,877,649	$883,548
2024	No data	No data	No data	No data
2023	$26,830,565	$21,254,787	$124,780,150	$5,575,778
2022	$39,421,629	$13,646,497	$117,858,763	$25,775,132
2021	$14,176,900	$10,212,859	$103,380,553	$3,964,041
2020	$15,046,215	$9,854,932	$81,825,834	$5,191,283
2019	$16,190,702	$12,334,649	$81,068,663	$3,856,053
2018	$12,971,649	$6,442,469	$76,880,386	$6,529,180

Idaho State University Foundation Inc