Idaho National Laboratory Foundation

Nonprofit profile at a glance

EIN
990394817
IRS 990 coverage
2025–2025
Forms available
Form 990 2025, Form 990-N 2024
Location
Idaho Falls, ID, USA
Phone
2088812238
Rating
55
Verdict
MIXED
Rating confidence
Moderate
Sector
General Science

Official website

Reported finances

Revenue
$303,283
Expenses
$7,975
Assets
$301,673
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Sylvia Medina (Vice President/Director)
  • Linda Montgomery (President/Director)

People named in this filing

  • Steven Hartenstein (Treasurer)
  • Sylvia Medina (Vice President/Director)
  • Anna Coy (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 13
  • Transparency & Controls: 100
  • Accountability: 76
  • Sustainability: 93
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0.9%; rating input score 1
  • Program expense ratio: 35.8%; rating input score 36
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 97.4%; rating input score 100; 100th percentile among comparable filings
  • Total-asset coverage ratio: 37.83; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 0.9% of revenue deployed · 35.8% of spending went to programs
  • Governance: 4 of 4 board members independent · 3 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $8K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 40 of 40 current checks pass
  • Schedules: 3 filed schedules · includes major donors
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 1/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 36/100.
  • Moderate — Accountability: Governance controls: 4 of 7 not reported.