Skip to content
Nonprofiteer
← FARMERS UNION FOUNDATION

Form 990 for tax year 2024

Filed by FARMERS UNION FOUNDATION.

Totals

Total revenue
$2,692,943
Total expenses
$966,824
Contributions and grants received
$2,553,981
Grants paid
$138,604
Program service revenue
$20,624
Investment income
$67,014
Other revenue
$51,324
Total assets, end of year
$8,343,009
Total liabilities, end of year
$2,415,866
Net assets or fund balances, end of year
$5,927,143
Program services expenses (Part IX)
$915,327
Management and general expenses
$51,497
Fundraising expenses
$0
Program service expenses (Part III)
$915,327

Program services were 94.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,324,333

  • 1f · All other contributions, gifts and grants

    $1,229,648

  • 2a · Program service revenue: CAMP REGISTRATIONS

    total $20,168 · related or exempt $20,168

  • 2b · Program service revenue: MN COOKS

    total $456 · related or exempt $456

  • 3 · Investment income

    total $67,014 · excluded $67,014

  • 6a · Gross rents

    real property $48,231

  • 6c · Rental income or loss

    real property $48,231

  • 6d · Net rental income or loss

    total $48,231 · related or exempt $48,231

  • 11a · Other revenue: OTHER REVENUE

    total $3,093 · related or exempt $3,093

  • 11e · Other revenue, total

    $3,093

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $138,604 · program services $138,604

  • 11b · Fees: legal

    total $10,536 · program services $10,071 · management and general $465

  • 11c · Fees: accounting

    total $21,718 · management and general $21,718

  • 11g · Fees: other

    total $544,443 · program services $525,400 · management and general $19,043

  • 12 · Advertising and promotion

    total $34,363 · program services $33,658 · management and general $705

  • 13 · Office expenses

    total $39,131 · program services $33,421 · management and general $5,710

  • 16 · Occupancy

    total $19,596 · program services $18,469 · management and general $1,127

  • 17 · Travel

    total $36,276 · program services $35,826 · management and general $450

  • 19 · Conferences, conventions and meetings

    total $48,053 · program services $45,988 · management and general $2,065

  • 20 · Interest

    total $61,442 · program services $61,442

  • 22 · Depreciation, depletion and amortization

    total $11,875 · program services $11,875

  • 24a · Other expenses: OTHER EXPENSES

    total $787 · program services $573 · management and general $214

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,060,194 · end of year $3,153,891

  • 3 · Pledges and grants receivable

    beginning of year $50,000 · end of year $1,189,764

  • 4 · Accounts receivable

    beginning of year $331,097

  • 7 · Other notes and loans receivable

    end of year $411,152

  • 10a · Land, buildings and equipment: cost or other basis

    $452,612

  • 10b · Land, buildings and equipment: accumulated depreciation

    $126,577

  • 10c · Land, buildings and equipment, net

    beginning of year $337,910 · end of year $326,035

  • 15 · Other assets

    beginning of year $2,025,437 · end of year $3,262,167

  • 17 · Accounts payable and accrued expenses

    beginning of year $83,242 · end of year $243,112

  • 18 · Grants payable

    beginning of year $88,620 · end of year $110,800

  • 19 · Deferred revenue

    beginning of year $10,683 · end of year $609,443

  • 23 · Secured mortgages and notes payable

    beginning of year $1,421,069 · end of year $1,452,511

  • 27 · Net assets without donor restrictions

    beginning of year $3,813,773 · end of year $5,355,430

  • 28 · Net assets with donor restrictions

    beginning of year $387,251 · end of year $571,713

Mission and programs · 2024

Mission

THE MISSION OF THE ORGANIZATION IS TO EDUCATE THE GENERAL PUBLIC ON THE HISTORY OF FARMING AND THE ROLE OF FARM COOPERATIVES IN HELPING SOLVE PAST AND CURRENT ISSUES IN AGRICULTURE.

Activities or mission (Part I)

TO EDUCATE THE GENERAL PUBLIC ON THE HISTORY OF FARMING AND THE ROLE OF FARM COOPERATIVES IN HELPING SOLVE PAST AND CURRENT ISSUES IN AGRICULTURE.

  • THE MINNESOTA FARMERS UNION (MFU) FOUNDATION ESTABLISHED IN 1958, ADVANCES THE MISSION OF MINNESOTA FARMERS UNION BY PROMOTING EDUCATION, LEADERSHIP DEVELOPMENT, CLIMATE-RESILIENT FARMING, AND LOCAL FOOD SYSTEM STRENGTH. THROUGH PROGRAMMING THAT SPANS YOUTH ENGAGEMENT, COOPERATIVE EDUCATION, INFRASTRUCTURE INVESTMENT, AND CLIMATE INNOVATION, THE FOUNDATION SUPPORTS FARMERS, CONSUMERS, AND COMMUNITIES ACROSS MINNESOTA. THE FOUNDATION HAS EXPANDED AGRICULTURAL LITERACY AND PUBLIC UNDERSTANDING OF COOPERATIVE PRINCIPLES THROUGH PUBLICATIONS, COMMUNITY EVENTS, AND INITIATIVES LIKE MINNESOTA COOKS, WHICH CONNECTS LOCAL FARMERS AND CHEFS WHILE SHOWCASING MINNESOTA-GROWN FOOD IN ITS ANNUAL CALENDAR. TO STRENGTHEN LOCAL FOOD SYSTEMS, MFU CREATED THE MINNESOTA FOODSHED PLATFORM TO CONNECT PRODUCERS AND BUYERS AND PARTNERED WITH RIDGEWATER AND CENTRAL LAKES COLLEGES TO ESTABLISH MEAT CUTTING & BUTCHERY PROGRAMS. ONGOING EFFORTS TO DEVELOP A USDA-INSPECTED REGIONAL MEAT PROCESSING FACILITY IN STAPLES, MN AIMS TO IMPROVE ACCESS AND KEEP MORE VALUE IN RURAL COMMUNITIES. MFU'S CLIMATE & WORKING LANDS PROGRAM HELPS FARMERS ADAPT TO AND MITIGATE CLIMATE CHANGE THROUGH INNOVATION AND COLLABORATION. INITIATIVES INCLUDE A GREEN AMMONIA PILOT CONVERTING WIND ENERGY INTO LOW-CARBON FERTILIZER, THE CO-OPS FOR CLIMATE GRANT PROGRAM SUPPORTING FARMER-LED CLIMATE INITIATIVES, AND THE MINNESOTA WORKING GROUP FOR CLIMATE-SMART COMMODITIES. THE FOUNDATION ALSO PROVIDES PRACTICAL RESOURCES SUCH AS THE FARMERS' GUIDES TO CARBON MARKETS AND SOLAR AND WIND ENERGY, AND PARTNERS WITH UNIVERSITIES AND AGENCIES TO EXPAND ACCESS TO CLEAN ENERGY AND SUSTAINABLE PRACTICES. FOR OVER EIGHT DECADES, MFU'S LEADERSHIP CAMP PROGRAM HAS EMPOWERED YOUTH AGES 8-18 WITH COOPERATIVE EDUCATION, LEADERSHIP SKILLS, AND AGRICULTURAL AWARENESS, PREPARING THE NEXT GENERATION OF COMMUNITY LEADERS. ACROSS ALL ITS INITIATIVES-FROM EDUCATION AND PROCESSING INFRASTRUCTURE TO CLIMATE ACTION-THE MFU FOUNDATION CONTINUES TO BUILD A FAIRER, MORE RESILIENT AGRICULTURAL ECONOMY THAT EMPOWERS FARMERS, ENGAGES YOUTH, AND SUSTAINS MINNESOTA'S RURAL COMMUNITIES.

    Expenses $915,327 · Grants $138,604 · Revenue $68,855

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gary Wertish

    PRESIDENT

    Total calculated
    $307,125
    From this org
    $0
    From related orgs
    $298,125
    Other
    $9,000
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    not reported + $298,125 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $9,000 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $307,125 related
  • Anne Schwagerl

    VICE PRESIDE

    Total calculated
    $85,215
    From this org
    $0
    From related orgs
    $82,725
    Other
    $2,490
    Hours/week
    0.3 + 39.7 related
  • Melissa Roach

    SECRETARY

    Total calculated
    $1,325
    From this org
    $0
    From related orgs
    $1,325
    Other
    $0
    Hours/week
    0.3 + 1 related
  • Ted Winter

    VICE CHAIR

    Total calculated
    $800
    From this org
    $0
    From related orgs
    $800
    Other
    $0
    Hours/week
    0.3 + 1 related
  • Carol Anderson

    CHAIR

    Total calculated
    $1,625
    From this org
    $825
    From related orgs
    $800
    Other
    $0
    Hours/week
    0.3 + 1 related
  • Linda Larson

    DIRECTOR

    Total calculated
    $1,550
    From this org
    $750
    From related orgs
    $800
    Other
    $0
    Hours/week
    0.3 + 1 related
  • Steve Linder

    DIRECTOR

    Total calculated
    $650
    From this org
    $0
    From related orgs
    $650
    Other
    $0
    Hours/week
    0.3 + 1 related
  • Josh Vanderpol

    DIRECTOR

    Total calculated
    $1,625
    From this org
    $825
    From related orgs
    $800
    Other
    $0
    Hours/week
    0.3 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • GET BENTZ FARM & SALT OF THE NORTH

    $30,000

    CO-OPS FOR CLIMATE

  • EAST CENTRAL LIVESTOCK

    $30,000

    CO-OPS FOR CLIMATE

  • SUMMER KITCHEN COOPERATIVE

    $30,000

    CO-OPS FOR CLIMATE

  • ATTORNEY GENERAL'S OFFICE

    $20,000

    ANTITRUST FELLOWSHIP

  • ANTITRUST FELLOWSHIP

  • VARIOUS 5000 EACH

    $13,604

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MN FARMERS UNION SERVICE CORP

    C CORP · INSURANCE · MN · share of assets $13,011,377

Provenance

Return type
form_990
Tax year
2024
Filed
29 October 2025
IRS schema version
2024v5.0
Source object
202503159349302265

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.