WESTERN SUSTAINABILITY EXCHANGE

EIN: 810495837 501(c)(3) Environment

LIVINGSTON, MT

Total Revenue
$798,902
Total Expenses
$785,255
Total Assets
$390,267
Net Assets
$361,637
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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
1994
Legal Domicile
MT
Principal Officer
ROGER INDRELAND
Phone
4062220730
Tax Period
2024-01-01 to 2024-12-31

WESTERN SUSTAINABILITY EXCHANGE, founded in 1994, is a small nonprofit in the Environment sector that reported $799K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

ADVANCING SUSTAINABILITY IN THE WESTERN AREA OF THE UNITED STATES THROUGH A SERIES OF PROGRAMS AND ACTIVITIES DESIGNED TO PROMOTE BETTER RANCHING PRACTICES. A STRONG FOCUS IS TO PROVIDE RANCHERS WITH THE INFORMATION, TOOLS, TECHNICAL ASSISTANCE, AND PEER SUPPORT THEY NEED TO TRANSITION TO REGENERATIVE AGRICULTURAL PRACTICES. ADDITIONALLY, WSE INCENTIVIZES THE CONVERSION TO THESE PRACTICES BY CONNECTING RANCHERS TO NATURAL FOOD AND CULINARY OUTLETS AND OPPORTUNITIES IN THE VOLUNTARY CARBON MARKET.

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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 $514,389
Program Service Revenue $224,343
Investment Income $7,877
Other Revenue $52,293
TOTAL REVENUE $798,902

Expense Breakdown

Grants Paid $0
Salaries & Benefits $510,305
Fundraising Expenses $7,167
Program Expenses $643,934
Other Expenses $274,950
TOTAL EXPENSES $785,255

Year-over-Year Comparison

2024 2023 Change
Revenue $798,902 $723,262 +0.1%
Expenses $785,255 $745,355 +0.1%
Net Income $13,647 $-22,093 -1.6%
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
11
Independent Members
11
Employees
11
Volunteers
20

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
$87,640
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRIS MEHUS EXECUTIVE DI 40.00
Officer
$87,640 $0 $87,640
ANDREW ANDERSON DIRECTOR 2.00
Director
$0 $0 $0
MALOU ANDERSON-RAMERIZ DIRECTOR 2.00
Director
$0 $0 $0
CARRIE BALKCOM DIRECTOR 2.00
Director
$0 $0 $0
HOLLY FRETWELL DIRECTOR 2.00
Director
$0 $0 $0
JOEL HENRY DIRECTOR 2.00
Director
$0 $0 $0
DYLAN HOFFMAN BOARD TREASU 2.00
Officer Director
$0 $0 $0
ROGER INDRELAND CHAIRMAN 2.00
Officer Director
$0 $0 $0
REBECCA KURNICK VICE CHAIRMA 2.00
Officer Director
$0 $0 $0
MARK LEDGER DIRECTOR 2.00
Director
$0 $0 $0
BRITTANY MASTERS BOARD SECRET 2.00
Officer Director
$0 $0 $0
MATT SKOGLAND DIRECTOR 2.00
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 $798,902 $785,255 $390,267 $13,647
2023 $723,262 $745,355 $364,906 $-22,093
2022 $516,543 $612,376 $375,069 $-95,833
2021 $585,213 $458,447 $482,669 $126,766
2020 $560,337 $499,761 $351,173 $60,576
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