2024-11-08T01:06:17-06:00 2023-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2023-01-01 742636848 ROCKY MOUNTAIN FARMERS UNION EDUCATIONAL AND CHARITABLE FOUNDATION INC ROCK 3032833542 7900 EAST UNION AVENUE 200 DENVER CO 80237 SHELLEY WESTPHAL CFO 3032833542 2024-11-06 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2024-11-06 2023 2024-10-15 13:58:12Z CHAD FRANKE 7900 EAST UNION AVENUE 200 DENVER CO 80237 1304112 0 X WWW.RMFU.ORG X 1991 CO THE FOUNDATION WAS FOUNDED TO SOLICIT CONTRIBUTIONS TO SUPPORT EDUCATIONAL & CHARITABLE ACTIVITIES 9 9 0 25 0 0 1218079 1224067 0 5175 -119193 40180 -5754 -15837 1093132 1253585 0 13344 0 0 711566 729696 0 0 50218 669515 509547 1381081 1252587 -287949 998 1519061 1595669 204735 214482 1314326 1381187 THE FOUNDATION WAS FOUNDED TO SOLICIT CONTRIBUTIONS FOR THE SUPPORT OF EDUCATIONAL AND CHARITABLE ACTIVITIES. 0 0 396178 5344 COOPERATIVE DEVELOPMENT 585309 8000 5175 YOUTH CAMPS/ EDUCATION 981487 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 25 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SHELLEY WESTPHAL CFO & ASSISTANT TREASURER 3032833542 7900 EAST UNION AVENUE 200 DENVER CO 80237 CHAD FRANKE PRESIDENT 2.00 18.00 X X 0 44355 0 DALE MCCALL VICE PRESIDENT (DEPARTED IN 2023) 1.00 3.00 X X 0 11000 0 NICOLE PERCHESS VICE PRESIDENT 1.00 3.00 X X 0 2760 0 BARBARA MARTY SECRETARY 1.00 3.00 X X 0 11250 0 JOHN FIELD TREASURER 1.00 3.00 X X 0 10500 0 JANETTE KOCHIS DIRECTOR 1.00 3.00 X 0 11250 0 EMILY BROWN DIRECTOR 1.00 3.00 X 0 10360 0 HANA FANCHER DIRECTOR 1.00 3.00 X 0 10120 0 SARAH WENTZEL-FISHER DIRECTOR 1.00 3.00 X 0 11625 0 DANNY WOOD DIRECTOR 1.00 3.00 X 0 10435 0 BEN RAINBOLT CEO 10.00 30.00 X 0 168100 22068 SHELLEY WESTPHAL CFO & ASST. TREASURER 6.00 34.00 X 0 153282 10324 KYLE BRADLEY COO OF FUSA 1.00 40.00 X 0 295134 37069 DOUG COMPTON DIRECTOR OF SALES FUSA 1.00 40.00 X 0 215328 38251 TIMOTHY BROWN DIRECTOR OF FIELD OPERATIONS FUSA 1.00 40.00 X 0 195106 33597 JEFF MCGIMSEY PERSONAL LINES SALES MANAGER FUSA 1.00 40.00 X 0 182661 34906 VICKIE PARK OPERATIONS MANAGER FUSA 1.00 40.00 X 0 156112 26823 KATHLEEN ROBINSON COMM. & FARM SALES MANAGER FUSA 1.00 40.00 X 0 118028 19728 0 1617406 222766 0 0 1 0 0 67653 352000 406502 397912 24509 1224067 CAMP FEES 900099 5175 5175 5175 40180 40180 31039 67653 50527 -19488 -19488 FISCAL SPONSORSHIP FEE 900099 3651 3651 3651 1253585 5175 0 24343 X 5344 5344 8000 8000 71940 71940 497237 319568 149141 28528 34899 17468 15434 1997 82312 54334 27461 517 43308 24349 16794 2165 9439 2492 6947 9932 9932 6939 6939 253292 253292 1777 1777 11189 8129 2444 616 17112 6332 10780 76569 42623 33946 62122 59366 1078 1678 42178 40178 2000 EQUIPMENT AND MAINTENAN 8575 8575 OVERHEAD ALLOCATION 0 137599 -152316 14717 10423 636 9787 1252587 981487 220882 50218 122181 96007 151372 155650 23766 171010 120239 7259 19143 594169 665650 168767 219495 304303 295719 1519061 1595669 115792 136459 88943 78023 204735 214482 X 881908 791417 432418 589770 1314326 1381187 1519061 1595669 998 65863 0 X 0 1 X 1 0 X 804736 1247740 1303929 1218079 1224067 5798551 804736 1247740 1303929 1218079 1224067 5798551 2117546 3681005 113436 93938 55773 2971 40180 306298 85661 46663 13853 73667 3651 223495 6328344 6792 0.58170 0.92620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 85,661. 2020 AMOUNT: $ 46,663. 2021 AMOUNT: $ 13,853. 2022 AMOUNT: $ 73,667. 2023 AMOUNT: $ 3,651. SCHEDULE A, PART II, LINE 8, COLUMN (D): INVESTMENT INCOME REPORTED FOR 2022 HAS BEEN REVISED TO REMOVE $123,523 OF UNREALIZED LOSS THAT WAS INCLUDED IN THE 2022 REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 168767 46789 21778 2000 235334 65000 13739 -13739 65000 65000 13472 13472 65000 65000 11011 11011 65000 65000 9615 9615 65000 0.63580 0.27620 0.08800 0 0 0 SECOND CENTURY FUND 219495 F 219495 INTEREST IN HUDSON RANCH 295719 295719 DUE TO AFFILIATES 78023 78023 X 1348949 65863 36440 102303 1246646 6939 6939 1253585 1282088 36440 36440 1245648 6939 6939 1252587 PART X, LINE 2: THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILLING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND STATE PURPOSES IS THREE YEARS. AS OF DECEMBER 31, 2023 AND 2022, THE FOUNDATION HAD NO ACCRUALS FOR POTENTIAL LOSSES RELATED TO UNCERTAIN TAX POSITIONS. SCHEDULE D, PART V, LINE 1A: THE 2023 BEGINNING BALANCE FOR THE ENDOWMENT FUNDS INCLUDES A PRIOR PERIOD ADJUSTMENT OF $103,767. HARVEST MOON GALA 59690 41620 18070 2645 14958 6797 GOLF TOURNAMENT 39002 26033 12969 19200 4183 2744 1 98692 67653 31039 21845 19141 9541 50527 -19488 1 SCHOLARSHIPS 16 8000 PART I, LINE 2: SCHOLARSHIPS ARE PAID DIRECTLY TO THE RECIPIENT'S COLLEGE OR UNIVERSITY. 0 0 0 0 0 0 0 0 0 KYLE BRADLEY COO OF FUSA 0 176865 0 116100 0 2169 0 20508 0 16561 0 332203 0 0 DOUG COMPTON DIRECTOR OF SALES FUSA 0 165366 0 47447 0 2515 0 14897 0 23354 0 253579 0 0 TIMOTHY BROWN DIRECTOR OF FIELD OPERATIONS FUSA 0 158175 0 34332 0 2599 0 13476 0 20121 0 228703 0 0 JEFF MCGIMSEY PERSONAL LINES SALES MANAGER FUSA 0 159801 0 22860 0 0 0 12786 0 22120 0 217567 0 0 BEN RAINBOLT CEO 0 137600 0 30500 0 0 0 8668 0 13400 0 190168 0 0 VICKIE PARK OPERATIONS MANAGER FUSA 0 123327 0 32785 0 0 0 10928 0 15895 0 182935 0 0 SHELLEY WESTPHAL CFO & ASST. TREASURER 0 122782 0 30500 0 0 0 9100 0 1224 0 163606 0 0 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CFO, AND A COMPLETE COPY IS PROVIDED TO THE FULL BOARD OF DIRECTORS BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION ENFORCES A REQUIRED SIGNATURE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 253,292. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 253,292. THE FARMERS EDUCATIONAL AND CO-OPERATIVE UNION OF AMERICA ROCKY MOUNTAIN DI 7900 E UNION AVE SUITE 200 DENVER CO 80237 846025998 ADVOCACY CO 501(C)(5) N/A 0 FARMERS UNION SERVICE ASSOCIATION 7900 E UNION AVE SUITE 200 DENVER CO 80237 840406381 INSURANCE CO ROCKY MOUNTAIN FARMERS UNION C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0