ROCKY MOUNTAIN FARMERS UNION EDUCATIONAL AND CHARITABLE FOUNDATION INC (EIN 742636848) - 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

1991

Legal Domicile

Principal Officer

CHAD FRANKE

Phone

3032833542

Tax Period

2023-01-01 to 2023-12-31

ROCKY MOUNTAIN FARMERS UNION EDUCATIONAL AND CHARITABLE FOUNDATION INC, founded in 1991, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

THE FOUNDATION WAS FOUNDED TO SOLICIT CONTRIBUTIONS TO SUPPORT EDUCATIONAL & CHARITABLE ACTIVITIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,224,067

Program Service Revenue $5,175

Investment Income $40,180

Other Revenue $-15,837

TOTAL REVENUE $1,253,585

Expense Breakdown

Grants Paid $13,344

Salaries & Benefits $729,696

Fundraising Expenses $50,218

Program Expenses $981,487

Other Expenses $509,547

TOTAL EXPENSES $1,252,587

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,253,585	$1,093,132	+0.1%
Expenses	$1,252,587	$1,381,081	-0.1%
Net Income	$998	$-287,949	-1.0%

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

$433,639

Total Directors

$133,655

Key Employees

$332,203

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHAD FRANKE	PRESIDENT	2.00	Officer Director	$0	$0	$44,355
DALE MCCALL	VICE PRESIDENT (DEPARTED IN 2023)	1.00	Officer Director	$0	$0	$11,000
NICOLE PERCHESS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$2,760
BARBARA MARTY	SECRETARY	1.00	Officer Director	$0	$0	$11,250
JOHN FIELD	TREASURER	1.00	Officer Director	$0	$0	$10,500
JANETTE KOCHIS	DIRECTOR	1.00	Director	$0	$0	$11,250
EMILY BROWN	DIRECTOR	1.00	Director	$0	$0	$10,360
HANA FANCHER	DIRECTOR	1.00	Director	$0	$0	$10,120
SARAH WENTZEL-FISHER	DIRECTOR	1.00	Director	$0	$0	$11,625
DANNY WOOD	DIRECTOR	1.00	Director	$0	$0	$10,435
BEN RAINBOLT	CEO	10.00	Officer	$0	$22,068	$190,168
SHELLEY WESTPHAL	CFO & ASST. TREASURER	6.00	Officer	$0	$10,324	$163,606
KYLE BRADLEY	COO OF FUSA	1.00	Key Emp	$0	$37,069	$332,203
DOUG COMPTON	DIRECTOR OF SALES FUSA	1.00	Highest	$0	$38,251	$253,579
TIMOTHY BROWN	DIRECTOR OF FIELD OPERATIONS FUSA	1.00	Highest	$0	$33,597	$228,703
JEFF MCGIMSEY	PERSONAL LINES SALES MANAGER FUSA	1.00	Highest	$0	$34,906	$217,567
VICKIE PARK	OPERATIONS MANAGER FUSA	1.00	Highest	$0	$26,823	$182,935
KATHLEEN ROBINSON	COMM. & FARM SALES MANAGER FUSA	1.00	Highest	$0	$19,728	$137,756

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	No data	No data	No data	No data
2023	$1,253,585	$1,252,587	$1,595,669	$998
2022	$1,093,132	$1,381,081	$1,519,061	$-287,949
2021	$1,385,913	$1,234,594	$1,812,401	$151,319
2020	$1,376,730	$1,225,214	$1,578,180	$151,516
2019	$1,003,833	$933,261	$1,427,891	$70,572
2018	$909,399	$890,957	$1,291,765	$18,442

ROCKY MOUNTAIN FARMERS UNION EDUCATIONAL AND CHARITABLE FOUNDATION INC