Form 990 for tax year 2024
Filed by ROCKY MOUNTAIN FARMERS UNION EDUCATIONAL AND CHARITABLE.
Totals
- Total revenue
- $1,245,275
- Total expenses
- $1,274,678
- Contributions and grants received
- $1,223,169
- Grants paid
- $14,377
- Program service revenue
- $6,310
- Investment income
- $43,042
- Other revenue
- -$27,246
- Total assets, end of year
- $1,622,442
- Total liabilities, end of year
- $194,705
- Net assets or fund balances, end of year
- $1,427,737
- Program services expenses (Part IX)
- $989,776
- Management and general expenses
- $230,332
- Fundraising expenses
- $54,570
- Program service expenses (Part III)
- $989,776
Program services were 77.6% 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
$59,606
-
1d · Related organizations
$375,000
-
1e · Government grants (contributions)
$551,621
-
1f · All other contributions, gifts and grants
$236,942
-
2a · Program service revenue: CAMP FEES
total $6,310 · related or exempt $6,310
-
3 · Investment income
total $43,042 · excluded $43,042
-
8a · Fundraising events: gross income
$32,946
-
8a · Fundraising events: contributions included on line 1c
$59,606
-
8b · Fundraising events: direct expenses
$63,870
-
8c · Net income from fundraising events
total -$30,924 · excluded -$30,924
-
11a · Other revenue: FISCAL SPONSORSHIP FEE
total $3,678 · excluded $3,678
-
11e · Other revenue, total
$3,678
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $9,777 · program services $9,777
-
2 · Grants to domestic individuals
total $4,600 · program services $4,600
-
5 · Compensation of officers, directors and key employees
total $85,463 · management and general $85,463
-
7 · Other salaries and wages
total $465,127 · program services $303,241 · management and general $129,839 · fundraising $32,047
-
8 · Pension plan contributions
total $32,175 · program services $22,768 · management and general $8,173 · fundraising $1,234
-
9 · Other employee benefits
total $83,383 · program services $51,910 · management and general $28,660 · fundraising $2,813
-
10 · Payroll taxes
total $42,577 · program services $26,300 · management and general $14,852 · fundraising $1,425
-
11b · Fees: legal
total $7,448 · program services $6,836 · management and general $612
-
11c · Fees: accounting
total $16,811 · management and general $16,811
-
11f · Fees: investment management
total $8,544 · management and general $8,544
-
11g · Fees: other
total $265,750 · program services $265,750
-
12 · Advertising and promotion
total $27,952 · program services $27,952
-
13 · Office expenses
total $25,963 · program services $9,553 · management and general $16,410
-
14 · Information technology
total $19,625 · program services $7,232 · management and general $12,393
-
16 · Occupancy
total $55,777 · program services $24,770 · management and general $31,007
-
17 · Travel
total $82,019 · program services $81,453 · management and general $516 · fundraising $50
-
19 · Conferences, conventions and meetings
total $13,497 · program services $11,497 · management and general $2,000
-
23 · Insurance
total $8,669 · program services $311 · management and general $8,358
-
24a · Other expenses: EQUIPMENT AND MAINTENAN
total $13,492 · program services $5,208 · management and general $8,234 · fundraising $50
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $3,808 · program services $3,686 · management and general $122
-
24c · Other expenses: OVERHEAD ALLOCATION
total $0 · program services $126,932 · management and general -$143,531 · fundraising $16,599
-
24e · All other expenses
total $2,221 · management and general $1,869 · fundraising $352
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $96,007 · end of year $96,813
-
2 · Savings and temporary cash investments
beginning of year $155,650 · end of year $654
-
3 · Pledges and grants receivable
beginning of year $23,766 · end of year $32,801
-
4 · Accounts receivable
beginning of year $120,239 · end of year $138,253
-
9 · Prepaid expenses and deferred charges
beginning of year $19,143 · end of year $11,733
-
11 · Investments: publicly traded securities
beginning of year $665,650 · end of year $754,882
-
12 · Investments: other securities
beginning of year $219,495 · end of year $282,292
-
15 · Other assets
beginning of year $295,719 · end of year $305,014
-
17 · Accounts payable and accrued expenses
beginning of year $136,459 · end of year $136,378
-
25 · Other liabilities
beginning of year $78,023 · end of year $58,327
-
27 · Net assets without donor restrictions
beginning of year $791,417 · end of year $913,382
-
28 · Net assets with donor restrictions
beginning of year $589,770 · end of year $514,355
Mission and programs · 2024
Mission
THE FOUNDATION WAS FOUNDED TO SOLICIT CONTRIBUTIONS FOR THE SUPPORT OF EDUCATIONAL AND CHARITABLE ACTIVITIES.
Activities or mission (Part I)
THE FOUNDATION WAS FOUNDED TO SOLICIT CONTRIBUTIONS TO SUPPORT EDUCATIONAL & CHARITABLE ACTIVITIES
-
COOPERATIVE DEVELOPMENT
Expenses $461,970 · Grants $7,676
-
YOUTH CAMPS/ EDUCATION
Expenses $527,806 · Grants $6,701 · Revenue $6,310
As filed on the 2024 return.
Listed in Part VII
-
CHAD FRANKE
PRESIDENT
- Total calculated
- $44,100
- From this org
- $0
- From related orgs
- $44,100
- Other
- $0
- Hours/week
- 2 + 18 related
-
NICOLE PERCHESS
VICE PRESIDENT
- Total calculated
- $9,813
- From this org
- $0
- From related orgs
- $9,813
- Other
- $0
- Hours/week
- 1 + 3 related
-
BARBARA MARTY
SECRETARY
- Total calculated
- $10,750
- From this org
- $0
- From related orgs
- $10,750
- Other
- $0
- Hours/week
- 1 + 3 related
-
JOHN FIELD
TREASURER
- Total calculated
- $9,400
- From this org
- $0
- From related orgs
- $9,400
- Other
- $0
- Hours/week
- 1 + 3 related
-
JANETTE KOCHIS
DIRECTOR
- Total calculated
- $9,925
- From this org
- $0
- From related orgs
- $9,925
- Other
- $0
- Hours/week
- 1 + 3 related
-
EMILY BROWN
DIRECTOR
- Total calculated
- $9,538
- From this org
- $0
- From related orgs
- $9,538
- Other
- $0
- Hours/week
- 1 + 3 related
-
HANA FANCHER
DIRECTOR
- Total calculated
- $8,163
- From this org
- $0
- From related orgs
- $8,163
- Other
- $0
- Hours/week
- 1 + 3 related
-
SARAH WENTZEL-FISHER
DIRECTOR
- Total calculated
- $8,438
- From this org
- $0
- From related orgs
- $8,438
- Other
- $0
- Hours/week
- 1 + 3 related
-
DANNY WOOD
DIRECTOR
- Total calculated
- $8,850
- From this org
- $0
- From related orgs
- $8,850
- Other
- $0
- Hours/week
- 1 + 3 related
-
BEN RAINBOLT
CEO
- Total calculated
- $186,865
- From this org
- $0
- From related orgs
- $173,268
- Other
- $13,597
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $137,600 related
- Bonus
- $0 + $29,500 related
- Other
- $0 + $6,168 related
- Deferred
- $0 + $12,129 related
- Nontaxable benefits
- $0 + $1,468 related
- Filer's total
- $0 + $186,865 related
-
SHELLEY WESTPHAL
CFO
- Total calculated
- $170,310
- From this org
- $0
- From related orgs
- $157,372
- Other
- $12,938
- Hours/week
- 6 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $122,307 related
- Bonus
- $0 + $29,500 related
- Other
- $0 + $5,565 related
- Deferred
- $0 + $11,016 related
- Nontaxable benefits
- $0 + $1,922 related
- Filer's total
- $0 + $170,310 related
-
KYLE BRADLEY
COO OF FUSA
- Total calculated
- $351,756
- From this org
- $0
- From related orgs
- $308,098
- Other
- $43,658
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $184,846 related
- Bonus
- $0 + $121,372 related
- Other
- $0 + $1,880 related
- Deferred
- $0 + $21,435 related
- Nontaxable benefits
- $0 + $22,223 related
- Filer's total
- $0 + $351,756 related
-
TIMOTHY BROWN
DIRECTOR OF FIELD OPERATIONS FUSA
- Total calculated
- $242,497
- From this org
- $0
- From related orgs
- $206,648
- Other
- $35,849
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $164,431 related
- Bonus
- $0 + $17,398 related
- Other
- $0 + $24,819 related
- Deferred
- $0 + $12,728 related
- Nontaxable benefits
- $0 + $23,121 related
- Filer's total
- $0 + $242,497 related
-
DOUG COMPTON
DIRECTOR OF SALES FUSA
- Total calculated
- $238,683
- From this org
- $0
- From related orgs
- $208,179
- Other
- $30,504
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $180,952 related
- Bonus
- $0 + $24,746 related
- Other
- $0 + $2,481 related
- Deferred
- $0 + $14,399 related
- Nontaxable benefits
- $0 + $16,105 related
- Filer's total
- $0 + $238,683 related
-
JEFF MCGIMSEY
PERSONAL LINES SALES MANAGER FUSA
- Total calculated
- $212,829
- From this org
- $0
- From related orgs
- $180,794
- Other
- $32,035
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $157,492 related
- Bonus
- $0 + $20,695 related
- Other
- $0 + $2,607 related
- Deferred
- $0 + $12,473 related
- Nontaxable benefits
- $0 + $19,562 related
- Filer's total
- $0 + $212,829 related
-
VICKIE PARK
DIRECTOR OF OPERATIONS FUSA
- Total calculated
- $163,791
- From this org
- $0
- From related orgs
- $142,204
- Other
- $21,587
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $130,200 related
- Bonus
- $0 + $12,004 related
- Other
- $0
- Deferred
- $0 + $9,954 related
- Nontaxable benefits
- $0 + $11,633 related
- Filer's total
- $0 + $163,791 related
-
KATHLEEN ROBINSON
COMMERCIAL & FARM SALES MANAGER FUSA
- Total calculated
- $162,463
- From this org
- $0
- From related orgs
- $140,526
- Other
- $21,937
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $118,384 related
- Bonus
- $0 + $19,540 related
- Other
- $0 + $2,602 related
- Deferred
- $0 + $9,166 related
- Nontaxable benefits
- $0 + $12,771 related
- Filer's total
- $0 + $162,463 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
None.
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
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION PAID BY A RELATED ORGANIZATION TO THE CEO IS ESTABLISHED BY BOARD APPROVAL, AND A COMPENSATION STUDY WAS COMPLETED IN 2024.
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
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.
-
THE FARMERS EDUCATIONAL AND CO-OPERATIVE UNION OF AMERICA ROCKY MOUNTAIN DI
501(C)(5) · ADVOCACY · CO
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.
-
FARMERS UNION SERVICE ASSOCIATION
C · INSURANCE · CO
Directly controlled by ROCKY MOUNTAIN FARMERS UNION
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513149349300006
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.