Monterey County Farm Bureau (EIN 941175612) - 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

1945

Legal Domicile

Principal Officer

Norman Groot

Phone

8317513100

Tax Period

2023-11-01 to 2024-10-31

Monterey County Farm Bureau, founded in 1945, is a small nonprofit that reported $401K in total revenue in fiscal year 2023. Expenses of $449K exceeded revenue, resulting in a 12% operating deficit.

Mission

To work for the solution of the problems of the farm, the farm home and the rural community.

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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 $2,336

Program Service Revenue $258,910

Investment Income $16,516

Other Revenue $123,586

TOTAL REVENUE $401,348

Expense Breakdown

Grants Paid $16,000

Salaries & Benefits $274,843

Fundraising Expenses $0

Other Expenses $158,405

TOTAL EXPENSES $449,248

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,348	$403,175	0.0%
Expenses	$449,248	$390,988	+0.1%
Net Income	$-47,900	$12,187	-4.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Colby Pereira	President	1.00	Officer Director	$0	$0	$0
Francis Giudici	Director	1.00	Director	$0	$0	$0
Steve Wiley	VP Membership	1.00	Officer Director	$0	$0	$0
April England	VP Legislative	1.00	Officer Director	$0	$0	$0
Mark Kennedy	Director	1.00	Officer Director	$0	$0	$0
Jeff Pereira	Past President	1.00	Officer Director	$0	$0	$0
Christopher Bunn Jr	Secretary	1.00	Officer Director	$0	$0	$0
Benny Jefferson	Director	1.00	Director	$0	$0	$0
Brian Antle	Director	1.00	Director	$0	$0	$0
Robert Rodoni	Director	1.00	Director	$0	$0	$0
Robert Long	Director	1.00	Director	$0	$0	$0
Scott Storm	Director	1.00	Director	$0	$0	$0
John Bramers	Director	1.00	Director	$0	$0	$0
Kent Hibino	Director	1.00	Director	$0	$0	$0
Dirk Giannini	Director	1.00	Director	$0	$0	$0
Jason Smith	Director	1.00	Director	$0	$0	$0
Kevin Piercy	Director	1.00	Director	$0	$0	$0
Bill Hammond	Director	1.00	Director	$0	$0	$0
Nick Huntington	Director	1.00	Director	$0	$0	$0
Brad Rice	Director	1.00	Director	$0	$0	$0
Alex Arroyo	Director	1.00	Director	$0	$0	$0
Martin Jefferson	VP Finance	1.00	Officer Director	$0	$0	$0
Kurt Almond	Director	1.00	Director	$0	$0	$0
Ryan Kelly	Director	1.00	Director	$0	$0	$0
Paul Arnaudo	VP Fundraising	1.00	Director	$0	$0	$0
Blaine Wilson	Director	1.00	Director	$0	$0	$0
Richard Fenley	Director	1.00	Director	$0	$0	$0
Aaron Johnson	Director	1.00	Director	$0	$0	$0
Scott Rossi	Director	1.00	Director	$0	$0	$0
Jynel Gularte	Director	1.00	Director	$0	$0	$0
Norman Groot	Exec Director	40.00	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
2024	$401,348	$449,248	$403,454	$-47,900
2023	$403,175	$390,988	$467,958	$12,187
2022	$469,391	$400,998	$473,652	$68,393
2021	$415,195	$420,165	$422,777	$-4,970
2020	$368,149	$397,315	$443,341	$-29,166
2019	$329,909	$377,593	$485,878	$-47,684
2018	$374,882	$334,012	$543,637	$40,870

Monterey County Farm Bureau