UNIVERSITY OF IDAHO STRATEGIC INITIATIVES FUND INC (EIN 854329439) - 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

2020

Legal Domicile

Principal Officer

BRIAN FOISY

Phone

2088851344

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF IDAHO STRATEGIC INITIATIVES FUND INC, founded in 2020, is a mid-sized nonprofit in the Education sector that reported $15.1M in total revenue in fiscal year 2024. Revenue surged 405% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 26% operating margin.

Mission

SIF IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE UNIVERSITY OF IDAHO.

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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 $0

Investment Income $15,100,025

Other Revenue $0

TOTAL REVENUE $15,100,025

Expense Breakdown

Grants Paid $10,916,446

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,916,446

Other Expenses $287,079

TOTAL EXPENSES $11,203,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,100,025	$2,989,293	+4.1%
Expenses	$11,203,525	$12,409,513	-0.1%
Net Income	$3,896,500	$-9,420,220	-1.4%

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

$334,744

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN KEOUGH	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI MCCAN	TREASURER	1.00	Officer Director	$0	$0	$0
LINDA COPPLE TROUT	DIRECTOR	1.00	Officer Director	$0	$0	$0
BRIAN FOISY	SECRETARY	1.00	Officer	$0	$15,852	$334,744

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	$15,100,025	$11,203,525	$167,157,974	$3,896,500
2024	$2,989,293	$12,409,513	$164,521,330	$-9,420,220
2023	$-875,932	$14,506,967	$160,104,323	$-15,382,899
2022	$10,914,717	$10,268,034	$163,308,798	$646,683
2021	$190,688,055	$72,668	$195,320,443	$190,615,387

UNIVERSITY OF IDAHO STRATEGIC INITIATIVES FUND INC