AMERICAN SIMMENTAL ASSOCIATION

EIN: 810422884

BOZEMAN, MT

Total Revenue
$7,794,595
Total Expenses
$7,224,980
Total Assets
$23,438,802
Net Assets
$22,131,104
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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
1968
Legal Domicile
MT
Principal Officer
WADE SHAFER PhD
Phone
4065569623
Tax Period
2024-07-01 to 2025-06-30

AMERICAN SIMMENTAL ASSOCIATION, founded in 1968, is a community nonprofit that reported $7.8M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $7.2M left a modest 7% surplus.

Mission

TO PROMOTE AND REGISTER THE SIMMENTAL AND SIMBRAH BREED OF CATTLE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $6,692,403
Investment Income $1,085,300
Other Revenue $16,892
TOTAL REVENUE $7,794,595

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,938,742
Fundraising Expenses $0
Other Expenses $4,286,238
TOTAL EXPENSES $7,224,980

Year-over-Year Comparison

2024 2023 Change
Revenue $7,794,595 $7,003,620 +0.1%
Expenses $7,224,980 $6,249,159 +0.2%
Net Income $569,615 $754,461 -0.2%
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

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Governance

Voting Members
16
Independent Members
16
Employees
42
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
5
$469,556
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WADE SCHAFER PHD CEO 40.00
Officer
$265,368 $31,458 $296,826
LINDA KESLER CFO 40.00
Officer
$137,243 $35,487 $172,730
DAVID KEMP DIRECTOR 40.00
$109,840 $29,658 $139,498
A LUCAS BOWMAN DIRECTOR 40.00
$107,286 $22,541 $129,827
RYAN J BOLDT GENETICIST 40.00
$101,110 $17,810 $118,920
LOREN TRAUERNICHT BOARD MEMBER 0.00
Director
$0 $0 $0
CHRIS IVIE BOARD MEMBER 0.00
Director
$0 $0 $0
JOSEPH HENSGENS BOARD MEMBER 0.00
Director
$0 $0 $0
TIM CLARK BOARD MEMBER 0.00
Director
$0 $0 $0
BRANDI KARISCH BOARD MEMBER 0.00
Director
$0 $0 $0
SCOTT TRENNEPOHL Treasurer 0.00
Officer Director
$0 $0 $0
MATT AGGEN BOARD MEMBER 0.00
Director
$0 $0 $0
VICTOR GUERRA Chairman 0.00
Officer Director
$0 $0 $0
CHAD COOK BOARD MEMBER 0.00
Director
$0 $0 $0
MAUREEN MAI BOARD MEMBER 0.00
Director
$0 $0 $0
TROY MARPLE BOARD MEMBER 0.00
Director
$0 $0 $0
MARK SMITH BOARD MEMBER 0.00
Director
$0 $0 $0
GREG WALTHALL BOARD MEMBER 0.00
Director
$0 $0 $0
RYAN THORSON VICE CHAIRMAN 0.00
Officer Director
$0 $0 $0
GREG BURDEN BOARD MEMBER 0.00
Director
$0 $0 $0
QUIN LAFOLLETTE BOARD MEMBER 0.00
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
2025 $7,794,595 $7,224,980 $23,438,802 $569,615
2024 $7,003,620 $6,249,159 $21,504,222 $754,461
2023 $6,426,006 $5,977,995 $20,097,218 $448,011
2022 $6,575,498 $5,714,029 $18,730,338 $861,469
2021 $6,330,121 $5,345,700 $20,083,951 $984,421
2020 $9,667,345 $5,102,318 $17,313,160 $4,565,027
2019 $6,247,442 $5,373,632 $12,787,746 $873,810
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