FARMERS EDUCATIONAL & COOPERATIVE UNION OF AMERICA MONTANA

EIN: 810133490

GREAT FALLS, MT

Total Revenue
$3,800,477
Total Expenses
$2,641,305
Total Assets
$8,870,878
Net Assets
$8,701,278
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1928
Legal Domicile
MT
Principal Officer
WALTER SCHWEITZER
Phone
4064526406
Tax Period
2024-04-01 to 2025-03-31

FARMERS EDUCATIONAL & COOPERATIVE UNION OF AMERICA MONTANA, founded in 1928, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.2M, a strong 31% operating margin.

Mission

INFORM, EDUCATE & REPRESENT MEMBER INTERESTS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $418,125
Program Service Revenue $119,096
Investment Income $2,817,505
Other Revenue $445,751
TOTAL REVENUE $3,800,477

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,230,865
Fundraising Expenses $0
Program Expenses $2,641,305
Other Expenses $1,410,440
TOTAL EXPENSES $2,641,305

Year-over-Year Comparison

2024 2023 Change
Revenue $3,800,477 $2,974,369 +0.3%
Expenses $2,641,305 $2,546,282 +0.0%
Net Income $1,159,172 $428,087 +1.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
11
Independent Members
10
Employees
49
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
3
$53,122
Total Directors
13
$26,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRETT DAILEY DIRECTOR 1.00
Director
$3,200 $0 $3,200
SIGURD RUDIE ENDED OCTOBER 2024 DIRECTOR 1.00
Director
$500 $0 $500
JAN TUSICK ENDED OCTOBER 2024 DIRECTOR 1.00
Director
$2,500 $0 $2,500
ERIK SOMERFELD VICE-PRESIDENT 1.00
Officer Director
$4,400 $0 $4,400
JEFF BANGS DIRECTOR 1.00
Director
$900 $0 $900
ROLLIE SCHLEPP DIRECTOR 1.00
Director
$2,600 $0 $2,600
BEN PETERSON DIRECTOR 1.00
Director
$2,400 $0 $2,400
SARAH DEGN DIRECTOR 1.00
Director
$1,300 $0 $1,300
TOM CLARK ENDED OCTOBER 2024 DIRECTOR 1.00
Director
$0 $0 $0
TRENT STOLTZ SECRETARY 1.00
Officer Director
$2,900 $0 $2,900
JOHN FERRAT STARTED OCTOBER 2024 DIRECTOR 1.00
Director
$1,300 $0 $1,300
APRIL MARTIN STARTED OCTOBER 2024 DIRECTOR 1.00
Director
$2,100 $0 $2,100
MARK SIDERIUS STARTED OCTOBER 2024 DIRECTOR 1.00
Director
$1,900 $0 $1,900
WALTER SCHWEITZER PRESIDENT 40.00
Officer
$45,822 $0 $45,822
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 $3,800,477 $2,641,305 $8,870,878 $1,159,172
2024 $2,974,369 $2,546,282 $7,824,364 $428,087
2023 $3,393,783 $2,357,415 $7,313,464 $1,036,368
2022 $2,434,907 $1,988,870 $6,705,612 $446,037
2021 $2,052,791 $1,359,341 $6,295,516 $693,450
2020 $1,910,215 $1,495,672 $5,153,688 $414,543
2019 $1,226,934 $1,406,460 $5,001,266 $-179,526
Explore More Nonprofits
→Top 100 Nonprofits in Montana →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare FARMERS EDUCATIONAL & COOPERATIVE UNION OF AMERICA MONTANA with other nonprofits in Montana and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.