Form 990 for tax year 2024
Filed by MONTANA FARMERS UNION FOUNDATION.
Totals
- Total revenue
- $273,824
- Total expenses
- $49,550
- Contributions and grants received
- $203,001
- Grants paid
- $40,349
- Program service revenue
- $0
- Investment income
- $61,594
- Other revenue
- $9,229
- Total assets, end of year
- $1,468,012
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,468,012
- Program services expenses (Part IX)
- $40,349
- Management and general expenses
- $9,201
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $40,349
Program services were 81.4% 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.
-
1c · Fundraising events
$2,500
-
1f · All other contributions, gifts and grants
$200,501
-
3 · Investment income
total $56,254 · excluded $56,254
-
7a · Gross sales of assets other than inventory
securities $113,940
-
7b · Less cost or other basis and sales expenses
securities $108,600
-
7c · Gain or loss
securities $5,340
-
7d · Net gain or loss
total $5,340 · related or exempt $5,340
-
8a · Fundraising events: gross income
$9,229
-
8a · Fundraising events: contributions included on line 1c
$2,500
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $9,229 · excluded $9,229
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $31,849 · program services $31,849
-
2 · Grants to domestic individuals
total $8,500 · program services $8,500
-
11f · Fees: investment management
total $9,201 · management and general $9,201
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $248,978 · end of year $420,143
-
2 · Savings and temporary cash investments
end of year $717
-
12 · Investments: other securities
beginning of year $985,745 · end of year $1,047,152
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,234,723 · end of year $1,468,012
Mission and programs · 2024
Mission
NONE
Activities or mission (Part I)
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 FOUNDATION'S 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,
-
TO FURTHER EDUCATION ON RURAL AND AGRICULTURAL ISSUES WITHIN THE STATE OF MONTANA BY PROVIDING RESOURCES FOR RURAL ECONOMIC AND COOPERATIVE DEVELOPMENT WITHIN THE STATE OF MONTANA THROUGH SCHOLARSHIPS AND GRANTS.
Expenses $40,349 · Grants $40,349
As filed on the 2024 return.
Listed in Part VII
-
Walter SchweitzerWALTER SCHWEITZER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Rollie SchleppROLLIE SCHLEPP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jan Tusick Ended October 2024JAN TUSICK ENDED OCTOBER 2024
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Erik SomerfeldERIK SOMERFELD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Brett DaileyBRETT DAILEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sig Rudie Ended October 2024SIG RUDIE ENDED OCTOBER 2024
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ben PetersonBEN PETERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeff BangsJEFF BANGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tom Clark Ended October 2024TOM CLARK ENDED OCTOBER 2024
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sarah DegnSARAH DEGN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Trent StoltzTRENT STOLTZ
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
John Ferrat Started October 2024JOHN FERRAT STARTED OCTOBER 2024
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
April Martin Started October 2024APRIL MARTIN STARTED OCTOBER 2024
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark Siderius Started October 2024MARK SIDERIUS STARTED OCTOBER 2024
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
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.
-
FARMERS EDUCATIONAL & COOPERATIVE UNION OF AMERICA MONTANA
501(C)(5) · PROMOTE AND PROTECT THE INTERESTS OF FARMERS IN RURAL COMMUNITIES · MT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503219349323270
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