MONTANA FARMERS UNION FOUNDATION Charity Report

Public IRS 990 nonprofit record

MONTANA FARMERS UNION FOUNDATION

EIN 47-3354069 · Fund Raising & Fund Distribution - Food & Agriculture (K12)

What they do

to FURTHER EDUCATION ON RURAL and AGRICULTURAL ISSUES WITHIN THE STATE of MONTANA for BOTH ADULTS and YOUTHS. to PROVIDE RESOURCES for RURAL ECONOMIC and COOPERATIVE DEVELOPMENT WITHIN THE STATE of MONTANA. to SEEK OUT, PROPERLY RECEIVE, INVEST, and DISTRIBUTE GRANTS or GIFTS MADE to THE FOUNDATION, and to DISTRIBUTE THE SAME, SUBJECT to ANY LIMITATIONS ON GIFTS RECEIVED IN ACCORDANCE WITH THE FOUNDATIONS BYLAWS, POLICIES, VISION and VALUES. to SUPPORT EXPRESSED NEEDS for IMPROVEMENTS IN THE AGRICULTURAL EDUCATION. to IDENTIFY and CULTIVATE RELATIONSHIPS WITH INDIVIDUALS, GROUPS, CORPORATIONS, FOUNDATIONS and AGENCIES WHO SHARE THE VISION of ENHANCED AGRICULTURAL OUTREACH and EDUCATION and RURAL ECONOMIC DEVELOPMENT and WHO MAY BE IN A POSITION to INVEST IN THAT VISION. to INFORM THE RESIDENTS of MONTANA ABOUT OPPORTUNITIES AVAILABLE to THEM to INVEST IN AGRICULTURE and AGRICULTURAL EDUCATION and RURAL ECONOMIC DEVELOPMENT THROUGH MUTUALLY BENEFICIAL GIFTS of TIME, MONEY,

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders14 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

14.74%of revenue went to mission work81.4% of expenses · Program services

$18.10spent for every $100 of revenueRevenue covered expenses this year.

3.36%of revenue went to management and office costs18.6% of expenses

$29.63in assets for every $1 spent this yearSome assets cannot be spent right away.

74.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$273,824

Mission workProgram services$40,34914.74% of revenue81.4% of expenses

ManagementOffice and general costs$9,2013.36% of revenue18.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$224,27481.90% of revenueShown in gray on the chart

Total expenses$49,55018.10% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.4% mission · 18.6% management · 0.0% fundraisingTotal expenses: 18.10% of revenue

2023Expense mix: 79.4% mission · 20.6% management · 0.0% fundraisingTotal expenses: 31.95% of revenue

2022Expense mix: 80.5% mission · 19.5% management · 0.0% fundraisingTotal expenses: 20.74% of revenue

2021Expense mix: 42.5% mission · 57.5% management · 0.0% fundraisingTotal expenses: 1.81% of revenue

2020Expense mix: 57.3% mission · 42.7% management · 0.0% fundraisingTotal expenses: 4.74% of revenue

2019Expense mix: 47.1% mission · 52.9% management · 0.0% fundraisingTotal expenses: 42.31% of revenue

2018Expense mix: 36.8% mission · 63.2% management · 0.0% fundraisingTotal expenses: 36.94% of revenue

2017Expense mix: 1.8% mission · 98.2% management · 0.0% fundraisingTotal expenses: 6.86% of revenue

Money in and money out

Revenue$273,824

Expenses$49,550

Annual surplus $224,274 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$40,349 · 81.4% of expenses

Management and office costs$9,201 · 18.6% of expenses

See all reported dollar amounts

Revenue$273,824

Expenses$49,550

Assets$1,468,012

Income$382,424

Contributions$203,001

Mission work (program services)$40,349

Grants given$5,000

Average grant$5,000

Management and general$9,201

Investing fees$9,201

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (14)

APRIL MARTIN STARTED OCTOBER 2024BOARD MEMBER

BEN PETERSONBOARD MEMBER

BRETT DAILEYBOARD MEMBER

ERIK SOMERFELDVICE PRESIDENT

JAN TUSICK ENDED OCTOBER 2024SECRETARY/TREASURER

JEFF BANGSBOARD MEMBER

JOHN FERRAT STARTED OCTOBER 2024BOARD MEMBER

MARK SIDERIUS STARTED OCTOBER 2024BOARD MEMBER

ROLLIE SCHLEPPBOARD MEMBER

SARAH DEGNBOARD MEMBER

SIG RUDIE ENDED OCTOBER 2024BOARD MEMBER

TOM CLARK ENDED OCTOBER 2024BOARD MEMBER

TRENT STOLTZSECRETARY/TREASURER

WALTER SCHWEITZERPRESIDENT

About this charity

Recognized since: January 2017
Location: PO BOX 2447, GREAT FALLS, MT 59403-2447
County: Cascade
In care of: % ALAN MERRILL
Primary officer: WALTER SCHWEITZER, PRESIDENT

How to reach them

Phone(406) 452-6406 Officer phone(406) 952-1223

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: DOUGLAS WILSON & COMPANY PC
NTEE classification: Fund Raising & Fund Distribution - Food & Agriculture (K12)
IRS tax category: Fund Raising & Fund Distribution
Grant-giving organization: Yes