VALLEY FORGE CHAPTER OF TROUT UNLIMITED (EIN 232827918) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Tax Period

2024-04-01 to 2025-03-31

VALLEY FORGE CHAPTER OF TROUT UNLIMITED, founded in 1995, is a small nonprofit in the Human Services sector that reported $437K in total revenue in fiscal year 2024. Revenue surged 161% from the prior year, signaling strong growth momentum. Expenses of $536K exceeded revenue, resulting in a 23% operating deficit.

Mission

PROTECT COLD WATER RESOURCES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $413,718

Program Service Revenue $300

Investment Income $21,307

Other Revenue $1,389

TOTAL REVENUE $436,714

Expense Breakdown

Grants Paid $480,012

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $535,681

Other Expenses $56,286

TOTAL EXPENSES $536,298

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,714	$167,384	+1.6%
Expenses	$536,298	$46,290	+10.6%
Net Income	$-99,584	$121,094	-1.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

850

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES LEONARD	President	8.00	Officer Director	$0	$0	$0
KARL HEINE	FMR VICE PRESID	4.00	Officer Director	$0	$0	$0
PARK MESSIKOMER	Secretary	2.00	Officer Director	$0	$0	$0
EDWARD MCGOVERN	Treasurer	3.00	Officer Director	$0	$0	$0
DAVE DICKENS	Director	2.00	Director	$0	$0	$0
PETE GOODMAN	Director	12.00	Director	$0	$0	$0
STEVE GRIMM	Director	2.00	Director	$0	$0	$0
JOE ARMSTRONG	Director	2.00	Director	$0	$0	$0
JOHN DETTREY	Director	2.00	Director	$0	$0	$0
CORY TREGO	Director	2.00	Director	$0	$0	$0
ROBBI FREISEM	Director	2.00	Director	$0	$0	$0
CHARLIE GRIFFEN	Vice President	5.00	Officer Director	$0	$0	$0
PETE HUGHES	Director	12.00	Director	$0	$0	$0
DAVE MACALEER	Director	2.00	Director	$0	$0	$0
JOE LYNCH	Director	2.00	Director	$0	$0	$0
LESTER W YOUNG	Director	4.00	Director	$0	$0	$0
LEN ZAPPOLO	Vice President	4.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$436,714	$536,298	$710,870	$-99,584
2024	$167,384	$46,290	$793,535	$121,094
2023	$123,152	$86,285	$614,646	$36,867

VALLEY FORGE CHAPTER OF TROUT UNLIMITED