FARMERS EDUCATIONAL & CO-OP UNION OF AMERICA - WI DIVISION (EIN 390808571) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1930

Legal Domicile

Principal Officer

DANIELLE ENDVICK

Phone

7157235561

Tax Period

2024-10-01 to 2025-09-30

FARMERS EDUCATIONAL & CO-OP UNION OF AMERICA - WI DIVISION, founded in 1930, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. The organization ran a surplus of $1.0M, a strong 24% operating margin.

Mission

WISCONSIN FARMERS UNION, A MEMBER-DRIVEN ORGANIZATION, IS COMMITTED TO ENHANCING THE QUALITY OF LIFE FOR FAMILY FARMERS, RURAL COMMUNITIES, AND ALL PEOPLE THROUGH EDUCATIONAL OPPORTUNITIES, COOPERATIVE ENDEAVORS, AND CIVIC ENGAGEMENT.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,028,496

Program Service Revenue $192,473

Investment Income $2,915,136

Other Revenue $195,774

TOTAL REVENUE $4,331,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,851,405

Fundraising Expenses $0

Other Expenses $1,438,881

TOTAL EXPENSES $3,290,286

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,331,879	$4,081,922	+0.1%
Expenses	$3,290,286	$2,854,345	+0.2%
Net Income	$1,041,593	$1,227,577	-0.2%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

275

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

$305,373

Total Directors

$111,072

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE KEOWN-BOMAR	EXECUTIVE DI	40.00	Officer	$105,331	$15,100	$120,431
DARIN VON RUDEN	PRESIDENT	40.00	Officer Director	$100,372	$0	$100,372
DANIELLE ENDVICK	EXECUTIVE DI	40.00	Officer	$76,100	$2,370	$78,470
ED GORELL	TREASURER	1.00	Officer Director	$3,700	$0	$3,700
RACHEL BOURESSA	DIRECTOR	1.00	Director	$2,600	$0	$2,600
DAVE ROSEN	DIRECTOR	1.00	Director	$1,400	$0	$1,400
LINDA CEYLOR	SECRETARY	1.00	Officer Director	$1,200	$0	$1,200
TINA HINCHLEY	VICE PRESIDE	1.00	Officer Director	$1,200	$0	$1,200
PATTY EDELBURG	DIRECTOR	1.00	Director	$600	$0	$600
JOSHUA MECHAELSE	DIRECTOR	1.00	Director	$0	$0	$0
JEN SCHMITZ	DIRECTOR	1.00	Director	$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	$4,331,879	$3,290,286	$53,202,294	$1,041,593
2024	$4,081,922	$2,854,345	$49,137,665	$1,227,577
2023	$3,421,845	$2,358,629	$35,999,714	$1,063,216
2022	$3,065,191	$2,153,881	$30,680,989	$911,310
2021	$1,877,031	$1,509,235	$26,398,266	$367,796
2020	$1,781,636	$1,407,397	$24,203,999	$374,239
2019	$1,544,591	$1,588,706	$15,684,666	$-44,115
2018	$1,623,812	$1,555,323	$13,886,381	$68,489

FARMERS EDUCATIONAL & CO-OP UNION OF AMERICA - WI DIVISION