WESTERN DAIRY ASSOCIATION (EIN 840623598) - 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

1972

Legal Domicile

Principal Officer

MICHAEL KONKLE

Phone

3034517721

Tax Period

2018-01-01 to 2018-12-31

WESTERN DAIRY ASSOCIATION, founded in 1972, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2018. Revenue fell 74% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $193K, a strong 17% operating margin.

Mission

WESTERN DAIRY ASSOCIATION IS DEDICATED TO INCREASING DEMAND AND DRIVING SALES IN DAIRY PRODUCTS, IN COLORADO, WYOMING AND MONTANA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,107,215

Investment Income $1,750

Other Revenue $0

TOTAL REVENUE $1,108,965

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $265,086

Fundraising Expenses $0

Other Expenses $600,680

TOTAL EXPENSES $915,766

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,108,965	$4,266,889	-0.7%
Expenses	$915,766	$3,366,123	-0.7%
Net Income	$193,199	$900,766	-0.8%

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

$35,026

Total Directors

$52,107

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE SHELLY DICKINSON	Director (term ended 4/2018)	1.0	Director	$0	$0	$0
TIM BERNHARDT	treasurer	1.0	Officer Director	$1,625	$0	$4,200
RONALD SHELTON	Secretary	1.0	Officer Director	$5,225	$0	$10,700
SETH GEORGE	DIRECTOR	1.0	Director	$1,205	$0	$7,533
MARY KRAFT	DIRECTOR	1.0	Director	$4,858	$0	$4,858
RICK PODTBURG	Chairman of the Board	1.0	Officer Director	$1,580	$0	$6,493
FOY CHAPIN	DIRECTOR	1.0	Director	$4,690	$0	$4,690
JIM WEBB	Vice Chairman	1.0	Officer Director	$4,345	$0	$13,633
MICHAEL KONKLE	CEO	16.0	Officer	$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
2018	$1,108,965	$915,766	No data	$193,199

WESTERN DAIRY ASSOCIATION