IDAHO NATIONAL LABORATORY FOUNDATION

EIN: 990394817 501(c)(3) Science & Technology

Idaho Falls, ID

Total Revenue
$303,283
Total Expenses
$7,975
Total Assets
$301,673
Net Assets
$301,673
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
ID
Principal Officer
Linda Montgomery
Phone
2088812238
Tax Period
2025-01-01 to 2025-12-31

IDAHO NATIONAL LABORATORY FOUNDATION, founded in 2023, is a small nonprofit in the Science & Technology sector that reported $303K in total revenue in fiscal year 2025. The organization ran a surplus of $295K, a strong 97% operating margin.

Mission

The Idaho National Laboratory Foundation is established to contribute to the successful achievement of the national energy strategy. The Foundation has a mission to focus on creating opportunities for research and career development aligned with the Idaho National Laboratory mission. The Foundation has priorities to fund research to increase the speed of energy technology innovation to market; enhance innovator access to world class research expertise, equipment, and demonstration test beds; educate communities on new energy options; and create science, technology, engineering, and mathematics STEM opportunities.

Program Service Accomplishments

Program 1
Expenses: $1,321 Revenue: $0

Reviewed and developed preliminary organizational processes and strategies in anticipation of establishing programs and fund raising events.

Program 2
Expenses: $1,532 Revenue: $300,000

Developed and maintained external webpage to announce and advertise the mission, priorities and availability of the Foundation to national organizations interested in energy technology research and...

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Developed and maintained external webpage to announce and advertise the mission, priorities and availability of the Foundation to national organizations interested in energy technology research and development. Revenue represents the initial donation from Battelle Energy Alliance for the Foundation to mature its procedures and obtain professional management and funding development opportunities.

Program 3
Expenses: $5,122 Revenue: $0

Developed, collected, and interviewed over forty applicant candidates for a contract to Executive Director/Development Manager service to promote fundraising for the Foundation. Board members...

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Developed, collected, and interviewed over forty applicant candidates for a contract to Executive Director/Development Manager service to promote fundraising for the Foundation. Board members assessed and interviewed candidates from across the nation, selecting an experienced Development Director scheduled to begin duties in next calendar year.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $303,283
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $303,283

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $7,975
Other Expenses $7,975
TOTAL EXPENSES $7,975

Year-over-Year Comparison

2025 2024 Change
Revenue $303,283 $303,283 N/A
Expenses $7,975 $8,035 0.0%
Net Income $295,308 $295,248 +0.0%
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

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Governance

Voting Members
4
Independent Members
4
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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Steven Hartenstein Treasurer 6.00
Officer
$0 $0 $0
Sylvia Medina Vice President/Director 6.00
Officer
$0 $0 $0
Anna Coy Secretary 8.00
Officer
$0 $0 $0
Linda Montgomery President/Director 15.00
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 $303,283 $7,975 $301,673 $295,308
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