CALIFORNIA TROUT INC (EIN 237097680) - 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

1971

Legal Domicile

Principal Officer

CURTIS KNIGHT

Phone

4153928887

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA TROUT INC, founded in 1971, is a mid-sized nonprofit in the Animal-Related sector that reported $22.9M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

CALTROUT'S MISSION IS ENSURING HEALTHY WATER AND RESILIENT WILD FISH FOR (CONTINUED ON SCHEDULE O) A BETTER CALIFORNIA. WE SHARE A COMMON VISION OF A CALIFORNIA WHERE HEALTHY WATERS FLOW FROM HEADWATERS TO SEA. WHERE THE DIVERSITY AND RESILIENCE OF OUR WATERS AND FISH MATCH THAT OF THE PEOPLE THROUGHOUT OUR STATE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $22,757,082

Program Service Revenue $0

Investment Income $264,290

Other Revenue $-151,093

TOTAL REVENUE $22,870,279

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,369,476

Fundraising Expenses $1,474,265

Program Expenses $20,332,064

Other Expenses $16,966,850

TOTAL EXPENSES $23,336,326

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,870,279	$19,318,319	+0.2%
Expenses	$23,336,326	$20,757,230	+0.1%
Net Income	$-466,047	$-1,438,911	-0.7%

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

Volunteers

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

$527,621

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY BARLOW	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
STEVE BALOFF	TREASURER	5.00	Officer Director	$0	$0	$0
ROBERT PAYNE	SECRETARY	2.00	Officer Director	$0	$0	$0
NICHOLAS BLIXT	BOARD MEMBER	2.00	Director	$0	$0	$0
ASHLEY BOREN	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE CARLSON	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARLES FARMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
KESLEY GALLAGER	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIAN GRAY	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANA JACOBS	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS JAFFE	BOARD MEMBER	2.00	Director	$0	$0	$0
AMELIE KAPPES	BOARD MEMBER	2.00	Director	$0	$0	$0
LORETTA KELLER	BOARD MEMBER	2.00	Director	$0	$0	$0
SYDNIE KOHARA	BOARD MEMBER	2.00	Director	$0	$0	$0
TODD RULON-MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
RICH MOORE	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF MOUNT	BOARD MEMBER	2.00	Director	$0	$0	$0
GEORGE REVEL	BOARD MEMBER	2.00	Director	$0	$0	$0
MILTON REYNOLDS	BOARD MEMBER	2.00	Director	$0	$0	$0
GREG RUPERT	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT TUCKER	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL VAIS	BOARD MEMBER	2.00	Director	$0	$0	$0
KAT WILLITS	BOARD MEMBER	2.00	Director	$0	$0	$0
MITCH ZUKLIE	BOARD MEMBER	2.00	Director	$0	$0	$0
CURTIS KNIGHT	EXECUTIVE DIRECTOR	40.00	Officer	$271,866	$31,725	$303,591
ALAN J ROESBERRY	CHIEF ADMINISTRATIVE OFFICER	40.00	Officer	$197,626	$26,404	$224,030
TRACEY DIAZ	DEVELOPMENT AND COMMUNICATIONS DIR.	40.00	Highest	$187,298	$4,199	$191,497
SHARRIN RIOS	FINANCE DIRECTOR	40.00	Highest	$161,193	$31,029	$192,222
GABRIELLA ROFF	INSTITUTIONAL GIVING DIRECTOR	40.00	Highest	$154,011	$21,654	$175,665
SANDRA JACOBSON	PROGRAM DIRECTOR	40.00	Highest	$135,784	$26,551	$162,335
JACOB KATZ	SENIOR SCIENTIST	40.00	Highest	$135,194	$25,652	$160,846

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	No data	No data	No data	No data
2024	$22,870,279	$23,336,326	$13,321,482	$-466,047
2023	$19,318,319	$20,757,230	$14,944,228	$-1,438,911
2022	$20,921,260	$18,695,298	$13,152,840	$2,225,962
2021	$17,085,987	$13,426,178	$11,384,181	$3,659,809
2020	$9,238,117	$8,404,298	$4,942,888	$833,819
2019	$9,610,769	$8,856,551	$4,295,897	$754,218
2019	$9,610,769	$8,856,551	$3,904,717	$754,218
2018	$6,961,537	$6,929,904	$3,314,687	$31,633

CALIFORNIA TROUT INC