MONTANA FARM BUREAU FEDERATION (EIN 810246740) - 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

1919

Legal Domicile

Principal Officer

SCOTT KULBECK

Phone

4065873153

Tax Period

2023-10-01 to 2024-09-30

MONTANA FARM BUREAU FEDERATION, founded in 1919, is a community nonprofit that reported $2.9M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $2.7M left a modest 8% surplus.

Mission

MONTANA FARM BUREAU IS A GRASSROOTS ORGANIZATION DEDICATED TO PRESERVING AND IMPROVING THE AGRICULTURE AND NATURAL RESOURCE INDUSTRIES THROUGH MEMBER INVOLVEMENT IN EDUCATION, POLITICAL ACTIVITIES, PROGRAMS AND SERVICES.

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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 $1,092,544

Program Service Revenue $132,856

Investment Income $89,282

Other Revenue $1,590,409

TOTAL REVENUE $2,905,091

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $1,291,528

Fundraising Expenses $0

Other Expenses $1,360,931

TOTAL EXPENSES $2,674,459

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,905,091	$2,538,711	+0.1%
Expenses	$2,674,459	$2,611,700	+0.0%
Net Income	$230,632	$-72,989	-4.2%

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

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

$153,838

Total Directors

$14,064

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNDI JOHNSON	PRESIDENT	5.00	Officer Director	$7,700	$0	$7,700
GARY HEIBERTSHAUSEN	VICE PRESIDENT	2.00	Officer Director	$900	$0	$900
BETH BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
JM PECK	DIRECTOR	1.00	Director	$0	$0	$0
KRIS DESCHEEMAEKER	DIRECTOR	1.00	Director	$600	$0	$600
CASEY MOTT	DIRECTOR	1.00	Director	$1,100	$0	$1,100
DARCIA PATTEN	DIRECTOR	1.00	Director	$1,400	$0	$1,400
NICK COURVILLE	DIRECTOR	1.00	Director	$0	$0	$0
DON STEINBEISSER JR	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE STAHL	DIRECTOR	1.00	Director	$0	$0	$0
ED BANDEL	DIRECTOR	1.00	Director	$850	$0	$850
KARL CHRISTIANS	DIRECTOR	1.00	Director	$714	$0	$714
JIM WILLIS	DIRECTOR	1.00	Director	$800	$0	$800
CARLA LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT KULBECK	EXECUTIVE VICE PRESIDENT	40.00	Officer	$111,282	$33,956	$145,238
DIANA BAILEY	EXECUTIVE SECRETARY/CFO	40.00	Highest	$122,111	$15,710	$137,821
JOHN YOUNGBERG	FORM EXECUTIVE VICE PRESIDENT	0.00		$120,761	$0	$120,761

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	$2,905,091	$2,674,459	$2,402,521	$230,632
2023	$2,538,711	$2,611,700	$2,540,242	$-72,989
2022	$2,312,375	$2,627,484	$2,752,969	$-315,109
2021	$2,645,568	$2,116,756	$2,446,645	$528,812
2020	$2,376,564	$2,146,440	$1,914,425	$230,124
2019	$2,271,816	$2,321,861	$1,707,834	$-50,045
2018	$2,317,760	$2,180,027	$1,772,648	$137,733

MONTANA FARM BUREAU FEDERATION