MONTANA FARMERS UNION FOUNDATION

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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

2017

Legal Domicile

Principal Officer

WALTER SCHWEITZER

Phone

4064526406

Tax Period

2024-01-01 to 2024-12-31

MONTANA FARMERS UNION FOUNDATION, founded in 2017, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $274K in total revenue in fiscal year 2024. Revenue surged 93% from the prior year, signaling strong growth momentum. The organization ran a surplus of $224K, a strong 82% operating margin.

Mission

NONE

Program Service Accomplishments

Program 1

Expenses: $40,349

TO FURTHER EDUCATION ON RURAL AND AGRICULTURAL ISSUES WITHIN THE STATE OF MONTANA BY PROVIDING RESOURCES FOR RURAL ECONOMIC AND COOPERATIVE DEVELOPMENT WITHIN THE STATE OF MONTANA THROUGH...

TO FURTHER EDUCATION ON RURAL AND AGRICULTURAL ISSUES WITHIN THE STATE OF MONTANA BY PROVIDING RESOURCES FOR RURAL ECONOMIC AND COOPERATIVE DEVELOPMENT WITHIN THE STATE OF MONTANA THROUGH SCHOLARSHIPS AND GRANTS.

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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 $203,001

Program Service Revenue $0

Investment Income $61,594

Other Revenue $9,229

TOTAL REVENUE $273,824

Expense Breakdown

Grants Paid $40,349

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,349

Other Expenses $9,201

TOTAL EXPENSES $49,550

Year-over-Year Comparison

	2024	2023	Change
Revenue	$273,824	$141,925	+0.9%
Expenses	$49,550	$45,342	+0.1%
Net Income	$224,274	$96,583	+1.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALTER SCHWEITZER	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROLLIE SCHLEPP	BOARD MEMBER	1.00	Director	$0	$0	$0
JAN TUSICK ENDED OCTOBER 2024	SECRETARY/TREASURER	1.00	Director	$0	$0	$0
ERIK SOMERFELD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRETT DAILEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SIG RUDIE ENDED OCTOBER 2024	BOARD MEMBER	1.00	Director	$0	$0	$0
BEN PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF BANGS	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM CLARK ENDED OCTOBER 2024	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH DEGN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRENT STOLTZ	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JOHN FERRAT STARTED OCTOBER 2024	BOARD MEMBER	1.00	Director	$0	$0	$0
APRIL MARTIN STARTED OCTOBER 2024	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK SIDERIUS STARTED OCTOBER 2024	BOARD MEMBER	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
2024	$273,824	$49,550	$1,468,012	$224,274
2023	$141,925	$45,342	$1,234,723	$96,583
2022	$215,549	$44,704	$1,060,453	$170,845
2021	$648,986	$11,756	$1,063,446	$637,230
2020	$184,236	$8,724	$415,125	$175,512
2019	$12,544	$5,307	$220,990	$7,237
2018	$33,120	$12,234	$200,617	$20,886