MONTANA FARM BUREAU FOUNDATION (EIN 810518824) - 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

1999

Legal Domicile

Principal Officer

SCOTT KULBECK

Phone

4065873153

Tax Period

2023-10-01 to 2024-09-30

MONTANA FARM BUREAU FOUNDATION, founded in 1999, is a small nonprofit in the Food, Agriculture & Nutrition sector that reported $252K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $134K, a strong 53% operating margin.

Mission

TO SUPPORT MONTANA AGRICULTURE THROUGH EDUCATION, RESEARCH, AND COMMUNITY SUPPORT, WITH A SPECIAL EMPHASIS FOR THE DEVELOPMENT OF OUR YOUTH.

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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 $185,538

Program Service Revenue $0

Investment Income $49,586

Other Revenue $16,500

TOTAL REVENUE $251,624

Expense Breakdown

Grants Paid $37,000

Salaries & Benefits $0

Fundraising Expenses $2,838

Program Expenses $88,784

Other Expenses $80,953

TOTAL EXPENSES $117,953

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,624	$174,613	+0.4%
Expenses	$117,953	$105,022	+0.1%
Net Income	$133,671	$69,591	+0.9%

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

113

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

$291,659

Total Directors

$294,509

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT KULBECK	EXECUTIVE VICE PRESIDENT	5.00	Officer Director	$0	$33,956	$145,238
DIANA BAILEY	SECRETARY-TREASURER	5.00	Officer Director	$0	$15,710	$137,821
CYNDI JOHNSON	PRESIDENT	2.00	Officer Director	$0	$0	$7,700
GARY HEIBERTSHAUSEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$900
HANS MCPHERSON	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SKY ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
ED BANDEL	DIRECTOR	2.00	Director	$0	$0	$850
PATTI DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
KRIS DESCHEEMAKER	DIRECTOR	2.00	Director	$0	$0	$600
SCOTT STONER	DIRECTOR	2.00	Director	$0	$0	$0
LEW ZIMMER	DIRECTOR	2.00	Director	$0	$0	$0
DARCIA PATTEN	DIRECTOR	2.00	Director	$0	$0	$1,400
TIM GILL	DIRECTOR	2.00	Director	$0	$0	$0
JOHN YOUNGBERG	FORMER EXECUTIVE VP	0.00		$0	$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	$251,624	$117,953	$1,486,787	$133,671
2023	$174,613	$105,022	$1,256,630	$69,591
2022	$149,637	$85,035	$1,130,491	$64,602
2021	$156,083	$82,164	$1,144,530	$73,919
2020	$136,113	$147,295	$968,303	$-11,182
2019	$170,286	$87,635	$958,370	$82,651
2018	$239,791	$94,932	$866,564	$144,859

MONTANA FARM BUREAU FOUNDATION