Treasure Valley CFO Forum
Legal name: Treasure Valley Cfo Forum Inc
Nonprofit profile at a glance
- EIN
- 275469064
- IRS 990-EZ coverage
- 2021–2025
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990-EZ 2025, Form 990-N 2013
- Location
- Meridian, ID, USA
- Phone
- 2082831606
- Rating
- 89
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Community Coalitions
Reported finances
- Revenue
- $126,168
- Expenses
- $120,910
- Assets
- $114,865
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- BRIAN ANTTONEN (PRESIDENT)
People named in this filing
- BRIAN ANTTONEN (PRESIDENT)
- CHRIS SALOVE (TREASURER)
- LINDSAY SHRUM (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Serving the community by enhancing the quality of services provided by financial professionals in the Treasure Valley. We also partner with local institutions to encourage, mentor, and fund students seeking careers in finance leadership.
What it reported doing in 2025
Conducted outreach and counseling to 125+ collegiate accounting and finance students. In addition, 7 scholarships were granted to students as well as donations to 3 student academic organizations.
Operating model
- Revenue model
- Earned-program. 84% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 64% for direct work, 23% for grants, and 13% for member benefits.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 98
- Transparency & Controls: 82
- Sustainability: 44
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 96%; rating input score 96
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 4.2%; rating input score 42; 42nd percentile among comparable filings
- Total-asset coverage ratio: 0.95; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 14.5% per year; rating input score 100; 67th percentile among comparable filings
- Revenue growth: 11.6% per year; rating input score 100; 68th percentile among comparable filings
- Asset growth: 8.4% per year; rating input score 100; 54th percentile among comparable filings
Details
- What they do: 6 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 96% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $121K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- 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.
- Moderate — Sustainability: Operating margin scored 42/100.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.