FARMERS UNION FOUNDATION (EIN 416041830) - 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

1956

Legal Domicile

Principal Officer

GARY WERTISH

Phone

6516391223

Tax Period

2024-01-01 to 2024-12-31

FARMERS UNION FOUNDATION, founded in 1956, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 64% operating margin.

Mission

TO EDUCATE THE GENERAL PUBLIC ON THE HISTORY OF FARMING AND THE ROLE OF FARM COOPERATIVES IN HELPING SOLVE PAST AND CURRENT ISSUES IN AGRICULTURE.

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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 $2,553,981

Program Service Revenue $20,624

Investment Income $67,014

Other Revenue $51,324

TOTAL REVENUE $2,692,943

Expense Breakdown

Grants Paid $138,604

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $915,327

Other Expenses $828,220

TOTAL EXPENSES $966,824

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,692,943	$1,303,719	+1.1%
Expenses	$966,824	$759,757	+0.3%
Net Income	$1,726,119	$543,962	+2.2%

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

N/A

Volunteers

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

$396,090

Total Directors

$399,915

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY WERTISH	PRESIDENT	0.30	Officer Director	$0	$9,000	$307,125
ANNE SCHWAGERL	VICE PRESIDE	0.30	Officer Director	$0	$2,490	$85,215
MELISSA ROACH	SECRETARY	0.30	Officer Director	$0	$0	$1,325
TED WINTER	VICE CHAIR	0.30	Officer Director	$0	$0	$800
CAROL ANDERSON	CHAIR	0.30	Officer Director	$825	$0	$1,625
LINDA LARSON	DIRECTOR	0.30	Director	$750	$0	$1,550
STEVE LINDER	DIRECTOR	0.30	Director	$0	$0	$650
JOSH VANDERPOL	DIRECTOR	0.30	Director	$825	$0	$1,625

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
2024	$2,692,943	$966,824	$8,343,009	$1,726,119
2023	$1,303,719	$759,757	$5,804,638	$543,962
2022	$2,928,557	$488,945	$3,921,155	$2,439,612
2021	$1,054,424	$444,214	$1,217,579	$610,210
2020	$349,723	$347,802	$627,409	$1,921
2019	$446,488	$443,794	$786,232	$2,694
2018	$467,692	$377,482	$856,289	$90,210

FARMERS UNION FOUNDATION