Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Treasure Valley CFO Forum Inc Harris
EIN 27-5469064 • 501(c)6
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Up$88,200
Up $3,761 (+4.5%) from 2021
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Up$88,200
Up $3,761 (+4.5%) from 2021
Revenue
Up$110,137
Up $38,453 (+54%) from 2021
Expenses
Up$106,376
Up $29,453 (+38%) from 2021
Net Income
Up$3,761
Up $9,000 (+172%) from 2021
Trend Graphs
Filings
Most recent year
2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $88,200
- Liabilities
- -
- Net assets
- $88,200
- Revenue
- $110,137
- Expenses
- $106,376
- Net income
- $3,761
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending. | $0.88 | $0.88 | $1.10 | $1.06 | $0.04 | |
| 2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending. | $0.84 | $0.84 | $0.72 | $0.77 | $0.05 | |
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- May 12, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $110,137
Mission and Program Overview
Mission
A) to serve the community by providing public discussion groups, forums, panels, lectures, or other similar educational programs that improve and enhance the quality of services provided by financial professionals. B) to participate in programs or other activities that support educational institutions and the community.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SPONSORED EDUCATIONAL CONFERENCE FOR 400 LOCAL CFOS, TREASURERS, AND OTHER FINANCE PROFESSIONALS. ATTENDEES GAINED VALUABLE ACADEMIC AND EXPERIENTIAL INFORMATION IN SUPPORT OF THEIR PROFESSION. | - | $42,188 |
| 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. | $23,375 | $29,397 |
| PRESENTATIONS TO HIGH SCHOOL CLASSES ABOUT THE MERITS AND REQUIREMENTS OF PURSUING AN ACCOUNTING AND/OR FINANCE CAREER. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LINDSAY ANDRYSIAK | Director & P | - | $0 | - | - |
| KEVIN BATES | Director & V | - | $0 | - | - |
| JESSE HARRIS | Treasurer & | - | $0 | - | - |
| AARON PRICE | Director | - | $0 | - | - |
| CHRIS SALOVE | Director | - | $0 | - | - |
| BRIAN ANTONNEN | Director | - | $0 | - | - |
| JOSH ANDERSON | Director | - | $0 | - | - |
| SCOTT ROBERTSON | Director | - | $0 | - | - |
| JEDONNE HINES | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Treasure Valley CFO Forum Inc
- EIN
- 27-5469064
- Phone
- 2085715405
- Address
- 3251 E PRESIDENTIAL DR, MERIDIAN, ID 83642
Signing Officer
- Name
- Jesse Harris
- Title
- Treasurer & VP
- Phone
- 2085142203
- Signed
- 2023-05-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Cooper Norman
- Address
- PO BOX 5399, TWIN FALLS, ID 83303-5399
- Preparer
- J Scott Nielson
- Phone
- 2087336581
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Cash contribution: 23,375”
Form 990-ez, Part I, Line 16
“Expenses hosting education confere 42,188 total 42,188”
Form 990-ez, Part II, Line 24
“Pledges receivable 3,125 0 total 3,125 0”
Form 990-ez, Part III
“A) to serve the community by providing public discussion groups, forums, panels, lectures, or other similar educational programs that improve and enhance the quality of services provided by financial professionals. B) to participate in programs or other activities that support educational institutions and the community.”
Form 990-ez, Part III, Line 31
“Presentations to high school classes about the merits and requirements of pursuing an accounting and/or finance career.”
Raw XML Appendix137 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AddressChangeInd | 0 | X |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 6022 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JESSE HARRIS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2085715405 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3327 N EAGLE RD SUITE 100 153 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MERIDIAN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | ID |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 83646 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 81314 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 88200 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 3761 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 34791 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 84439 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 88200 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 23375 |
| IRS990EZ/GrossReceiptsAmt | 0 | 110137 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 33 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 18300 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 84439 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 88200 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 84439 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 88200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LINDSAY ANDRYSIAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KEVIN BATES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JESSE HARRIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | AARON PRICE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHRIS SALOVE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | BRIAN ANTONNEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | JOSH ANDERSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | SCOTT ROBERTSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | JEDONNE HINES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR & P |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR & V |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER & |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 3125 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 42188 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | A) TO SERVE THE COMMUNITY BY PROVIDING PUBLIC DISCUSSION GROUPS, FORUMS, PANELS, LECTURES, OR OTHER SIMILAR EDUCATIONAL PROGRAMS THAT IMPROVE AND ENHANCE THE QUALITY OF SERVICES PROVIDED BY FINANCIAL PROFESSIONALS. B) TO PARTICIPATE IN PROGRAMS OR OTHER ACTIVITIES THAT SUPPORT EDUCATIONAL INSTITUTIONS AND THE COMMUNITY. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 91804 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SPONSORED EDUCATIONAL CONFERENCE FOR 400 LOCAL CFOS, TREASURERS, AND OTHER FINANCE PROFESSIONALS. ATTENDEES GAINED VALUABLE ACADEMIC AND EXPERIENTIAL INFORMATION IN SUPPORT OF THEIR PROFESSION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | PRESENTATIONS TO HIGH SCHOOL CLASSES ABOUT THE MERITS AND REQUIREMENTS OF PURSUING AN ACCOUNTING AND/OR FINANCE CAREER. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 23375 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 42188 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 29397 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 106376 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 71585 |
| IRS990EZ/TotalRevenueAmt | 0 | 110137 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.TVCFOFORUM.COM |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CASH CONTRIBUTION: 23,375 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES HOSTING EDUCATION CONFERE 42,188 TOTAL 42,188 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PLEDGES RECEIVABLE 3,125 0 TOTAL 3,125 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | A) TO SERVE THE COMMUNITY BY PROVIDING PUBLIC DISCUSSION GROUPS, FORUMS, PANELS, LECTURES, OR OTHER SIMILAR EDUCATIONAL PROGRAMS THAT IMPROVE AND ENHANCE THE QUALITY OF SERVICES PROVIDED BY FINANCIAL PROFESSIONALS. B) TO PARTICIPATE IN PROGRAMS OR OTHER ACTIVITIES THAT SUPPORT EDUCATIONAL INSTITUTIONS AND THE COMMUNITY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PRESENTATIONS TO HIGH SCHOOL CLASSES ABOUT THE MERITS AND REQUIREMENTS OF PURSUING AN ACCOUNTING AND/OR FINANCE CAREER. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JESSE HARRIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER & VP |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2085142203 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | TREASURE VALLEY CFO FORUM INC |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | HARRIS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | TREA |
| ReturnHeader/Filer/EIN | 0 | 275469064 |
| ReturnHeader/Filer/PhoneNum | 0 | 2085715405 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3251 E PRESIDENTIAL DR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MERIDIAN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | ID |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 83642 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 820343828 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | COOPER NORMAN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 5399 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TWIN FALLS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | ID |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 833035399 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2087336581 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-05-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | J SCOTT NIELSON |
| ReturnHeader/ReturnTs | 0 | 2023-05-15T14:42:58-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JESSE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HARRIS |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.