CALIFORNIA TROUT INC

EIN: 237097680 501(c)(3) Animal-Related

SAN FRANCISCO, CA

Total Revenue
$22,870,279
Total Expenses
$23,336,326
Total Assets
$13,321,482
Net Assets
$7,295,405
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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
CA
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 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 (CONTINUED ON SCHEDULE O) THAT OF THE PEOPLE THROUGHOUT OUR STATE.

Program Service Accomplishments

Program 1
Expenses: $4,523,550

PROGRAM #1: THE CALIFORNIA TROUT (CALTROUT) SHASTA-LASSEN PROGRAM WORKED TO PROTECT AND RESTORE THE SPRING-FED COLD-WATER RIVER SYSTEMS OF THE SHASTA-KLAMATH REGION THAT, IN THE FACE OF DROUGHT AND...

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PROGRAM #1: THE CALIFORNIA TROUT (CALTROUT) SHASTA-LASSEN PROGRAM WORKED TO PROTECT AND RESTORE THE SPRING-FED COLD-WATER RIVER SYSTEMS OF THE SHASTA-KLAMATH REGION THAT, IN THE FACE OF DROUGHT AND CLIMATE CHANGE, SUSTAIN NATIVE SALMONIDS, SUPPORT THE LOCAL ECONOMY, SUPPLY WATER TO CENTRAL AND SOUTHERN CALIFORNIA, AND PROVIDE CRITICAL HABITAT FOR ENDANGERED SPECIES. THIS WORK INCLUDED PROTECTION OF LEGACY WATERS SUCH AS THE HAT CREEK/FALL RIVER, MCCLOUD, PIT RIVERS, THE BATTLE CREEK SALMON AND STEELHEAD RESTORATION PROJECT (BCSSRP) WHICH AIMS TO REMOVE FIVE DAMS, INSTALL FISH SCREENS AND LADDERS ON THREE DAMS, AND END THE DIVERSION OF WATER FROM THE NORTH FORK TO THE SOUTH FORK. CALTROUT WORKED ON RESTORING THE HABITAT CONDITIONS IN KEY KLAMATH TRIBUTARIES INCLUDING THE SHASTA-SCOTT WATERSHEDS BY (CONTINUED ON SCHEDULE O) IMPROVING WATER MANAGEMENT ON AGRICULTURAL LANDS, REMOVING FISH BARRIERS AND SMALL DAMS, AND RESTORING INSTREAM FLOWS, ADVANCING THE KLAMATH DAM REMOVAL, AND ASSESSING SOURCE WATER RECHARGE AREA, VOLCANIC SPRINGS AND BASELINE CONDITIONS FOR WATER SECURITY. THE SCOTT RIVER PROJECT MOVED FORWARD WITH THE INSTALLATION OF THE SCOTT BAR MILL CR BRIDGE.

Program 2
Expenses: $7,809,732

PROGRAM #2: THE CALIFORNIA TROUT (CALTROUT) NORTH COAST PROGRAM, WORKS TO PROTECT THE ECOLOGICAL HEALTH OF THE NORTH COAST'S RIVERS, AND THE SALMON AND STEELHEAD STRONGHOLD POPULATIONS THEY SUSTAIN...

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PROGRAM #2: THE CALIFORNIA TROUT (CALTROUT) NORTH COAST PROGRAM, WORKS TO PROTECT THE ECOLOGICAL HEALTH OF THE NORTH COAST'S RIVERS, AND THE SALMON AND STEELHEAD STRONGHOLD POPULATIONS THEY SUSTAIN. IN THE SMITH, KLAMATH, TRINITY, REDWOOD, MAD, THE EEL RIVERS, AND HUMBOLDT BAY, CALTROUT ESTABLISHED SOUND POLICIES AND SCIENCE-BASED RECOVERY AND MONITORING PROGRAMS, TO RESTORE PRODUCTIVE AND VIBRANT COMMERCIAL AND RECREATIONAL FISHERIES, GOOD WATER QUALITY, AND SUSTAINABLE WORKING LANDSCAPES. THIS REGION'S EFFORTS INCLUDED WORK TO REMOVE THE DAMS IN THE EEL RIVER AND MONITOR FISH RESPONSE AFTER THE CEDAR CREEK HATCHERY DAM REMOVAL, AND TO RESTORE ESTUARIES ON THE EEL RIVER, THE MAD RIVER, ELK RIVER, AND THE REDWOOD CREEK ESTUARY. OTHER EFFORTS INCLUDED WORK ON THE ENDANGERED SPECIES ACT AND THE ELK (CONTINUED ON SCHEDULE O) RIVER RECOVERY AND COMMUNITY STEWARDSHIP PROGRAM (CLEAN WATER ACT), REDWOOD AND PRAIRIE CREEK PUBLIC LAND PARTNERSHIPS, AND THE BULL CREEK HUMBOLDT REDWOODS STATE PARK PUBLIC LAND PARTNERSHIPS. WE ARE EXPANDING OUR SCIENCE AND MONITORING PROGRAMS TO BETTER PRIORITIZE SPECIES RECOVERY ON THE NORTH COST AND CONTINUE TO PARTICIPATE IN POLICY DEVELOPMENT LINKING WATER MANAGEMENT TO SPECIES PROTECTION FOR ROBUST PROTECTION OF SALMON AND STEELHEAD.

Program 3
Expenses: $2,880,441

PROGRAM #3: THE CALIFORNIA TROUT (CALTROUT) SOUTH COAST PROGRAM INCLUDES: THE SANTA MARGARITA RIVER BRIDGE REPLACEMENT AND FISH PASSAGE PROJECT- CONSTRUCTION OF A STEEL BRIDGE THAT PASSES 100 YR...

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PROGRAM #3: THE CALIFORNIA TROUT (CALTROUT) SOUTH COAST PROGRAM INCLUDES: THE SANTA MARGARITA RIVER BRIDGE REPLACEMENT AND FISH PASSAGE PROJECT- CONSTRUCTION OF A STEEL BRIDGE THAT PASSES 100 YR. FLOW - ACCOMPLISHMENTS: FINAL BRIDGE DESIGN, PLANS AND PERMITTING COMPLETED. THE I-5 METROLINK AT TRABUCO CREEK FISH PASSAGE PROJECT - RESTORE SOUTHERN STEELHEAD MIGRATION WHILE STABILIZING FLOOD CONVEYANCE AND TRANSPORTATION INFRASTRUCTURE IN ORANGE COUNTY - ACCOMPLISHMENTS: FINAL DESIGN DEVELOPED FOR METROLINK FISHWAY. THE SOUTH COAST STEELHEAD COALITION - ACCOMPLISHMENTS: TWELVE PRIORITIZED PROJECTS AS PART OF SOUTH COAST STEELHEAD COALITION STRATEGIC PLAN. ALL HIGH PRIORITY PROJECTS ARE UNDERWAY OR COMPLETED. THE CA ENDANGERED SOUTH COAST STEELHEAD PETITION CESA LISTING - (CONTINUED ON SCHEDULE O) ACCOMPLISHMENTS: IN JANUARY 2024, CDFW AFFIRMED THE CALTROUT PETITION. CDFW RECOMMENDED TO CA FISH & GAME COMMISSION THAT SOUTHERN STEELHEAD SHOULD BE LISTED AS A STATE ENDANGERED SPECIES. THE HARVEY DIVERSION FISH PASSAGE DAM REMEDIATION PROJECT - ACCOMPLISHMENTS: 75% PLAN SET, AND BASIS OF DESIGN REPORT ACHIEVED IN MARCH 2023. THE MALIBU CREEK RESTORATION PROJECT ACCOMPLISHMENTS: DRAFTED AND EXECUTED THE STRATEGIC COMMUNICATION AND PUBLIC ENGAGEMENT PLAN, IN CLOSE COLLABORATION W/ STATE PARKS, AGENCIES, AND PUBLIC STAKEHOLDERS.

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

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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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Governance

Voting Members
24
Independent Members
24
Employees
60
Volunteers
75

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
5
$527,621
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
5
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
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