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Nonprofit · EIN 27-5469064

TREASURE VALLEY CFO FORUM INC

Tax-exempt · MERIDIAN, ID 83646

Financials

$117K$110K2023$129K$114K2024$126K$121K2025
Revenue Expenses · by fiscal year end
Financials of TREASURE VALLEY CFO FORUM INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$126,168$120,910$5,258$114,865–$114,865
December 31, 2024990-EZ$129,279$113,979$15,300$109,606–$109,606
December 31, 2023990-EZ$116,560$110,454$6,106$94,306–$94,306
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$15,720
Program service revenue
$105,888
Investment income
$4,560

Expenses

Grants and similar amounts paid
$28,000
Benefits paid to members
$15,264
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$43,290
Other expenses
$34,356
Program services (functional)
$120,910

Balance sheet and other

Total assets, start of year
$109,607
Total assets, end of year
$114,865
Total liabilities, end of year
–
Net assets, end of year
$114,865
Cash, savings and investments
$114,865
Gross receipts
$126,168

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BRIAN ANTTONENPRESIDENT0$0
CHRIS SALOVETREASURER0$0
LINDSAY SHRUMDIRECTOR0$0
KEVIN BATESDIRECTOR0$0
ERIC CHANNERDIRECTOR0$0
ERIC BONDDIRECTOR0$0
990-EZ for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
AARON PRICEPRESIDENT0$0
BRIAN ANTTONENVICE PRESIDE0$0
CHRIS SALOVETREASURER0$0
LINDSAY SHRUMDIRECTOR0$0
JODONNE HINESDIRECTOR0$0
LISA MORGANDIRECTOR0$0
KEVIN BATESDIRECTOR0$0
ERIC CHANNERDIRECTOR0$0
ERIC BONDDIRECTOR0$0
990-EZ for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
KEVIN BATESDIRECTOR & P2$0
JESSE HARRISDIRECTOR1$0
AARON PRICEVICE PRESIDE1$0
CHRIS SALOVETREASURER1$0
BRIAN ANTONNENDIRECTOR1$0
JOSH ANDERSONSECRETARY1$0
SCOTT ROBERTSONDIRECTOR1$0
JEDONNE HINESDIRECTOR1$0

Address and contacts

Address (IRS master file)
3327 N EAGLE RD STE 110 PMB 153, MERIDIAN, ID 83646-6142
In care of
% BACHCHI SAMAHON-OUMAR
Mailing address (990-N for 2013)
10400 Overland Rd 348, Boise ID 83709
Principal officer (990-N for 2013)
Kevin Wilson, 1495 N Hickory Avenue, Meridian ID 83642
Signed the 990-EZ
CHRIS SALOVE, TREASURER
Phone
(208) 283-1606
Return prepared by
COOPER NORMAN

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.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • SPONSORED EDUCATIONAL CONFERENCE FOR 400 LOCAL CFOS, TREASURERS, AND OTHER FINANCE PROFESSIONALS. ATTENDEES GAINED VALUABLE ACADEMIC AND EXPERIENTIAL INFORMATION IN SUPPORT OF THEIR PROFESSION.
    Expenses $34,356
  • 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.
    Expenses $15,264
  • PRESENTATIONS TO HIGH SCHOOL CLASSES ABOUT THE MERITS AND REQUIREMENTS OF PURSUING AN ACCOUNTING AND/OR FINANCE CAREER.
  • PRESENTATIONS TO HIGH SCHOOL CLASSES ABOUT THE MERITS AND REQUIREMENTS OF PURSUING AN ACCOUNTING AND/OR FINANCE CAREER.
    Expenses $71,290 · grants $28,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
27-5469064
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
2012
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$114,865
Income (IRS master file)
$126,168

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$126,168$120,910$114,865XML
990-EZDecember 2024$129,279$113,979$109,606XML
990-EZDecember 2023$116,560$110,454$94,306XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-N for 2013
Officer: Kevin Wilson
December 31, 2013≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-5469064).

Questions about TREASURE VALLEY CFO FORUM INC

What is the EIN of TREASURE VALLEY CFO FORUM INC?
The employer identification number (EIN) of TREASURE VALLEY CFO FORUM INC is 27-5469064.
Is TREASURE VALLEY CFO FORUM INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2012.
Are donations to TREASURE VALLEY CFO FORUM INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TREASURE VALLEY CFO FORUM INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TREASURE VALLEY CFO FORUM INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TREASURE VALLEY CFO FORUM INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of TREASURE VALLEY CFO FORUM INC?
The 990-N for 2013 names Kevin Wilson.
Who are the officers and directors of TREASURE VALLEY CFO FORUM INC?
The 990-EZ for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does TREASURE VALLEY CFO FORUM INC have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $126,168, expenses of $120,910 and total assets of $114,865 at year end.

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