GEORGE GRANT CHAPTER OF TROUT UNLIMITED (EIN 237355288) - 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

1985

Legal Domicile

Principal Officer

TED W CONNORS

Phone

4064980836

Tax Period

2024-04-01 to 2025-03-31

GEORGE GRANT CHAPTER OF TROUT UNLIMITED, founded in 1985, is a small nonprofit that reported $164K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $142K left a modest 13% surplus.

Mission

TO CONSERVE, PROTECT AND RESTORE WILD TROUT HABITAT IN SW MONTANA

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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 $33,190

Program Service Revenue $0

Investment Income $12,009

Other Revenue $118,997

TOTAL REVENUE $164,196

Expense Breakdown

Grants Paid $73,936

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,286

Other Expenses $68,352

TOTAL EXPENSES $142,288

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,196	$145,092	+0.1%
Expenses	$142,288	$103,811	+0.4%
Net Income	$21,908	$41,281	-0.5%

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

N/A

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
ROY MORRIS	DIRECTOR	008.00	Director	$0	$0	$0
MARK THOMPSON	PAST PRESIDENT	008.00	Director	$0	$0	$0
FOREST JAY	PRESIDENT	007.00	Director	$0	$0	$0
STEVE LUEBECK	DIRECTOR	007.00	Director	$0	$0	$0
TED CONNORS	TREASURER	003.00	Director	$0	$0	$0
ALEX LEONE	VICE PRESIDENT	002.00	Director	$0	$0	$0
RICH DAY	DIRECTOR	001.00	Director	$0	$0	$0
DAVE MCKERNAN	DIRECTOR	001.00	Director	$0	$0	$0
PAUL OLSON	DIRECTOR	001.00	Director	$0	$0	$0
CARL HAMMING	DIRECTOR	001.00	Director	$0	$0	$0
MARK MARIANO	DIRECTOR	001.00	Director	$0	$0	$0
MARY SUTHERLAND	DIRECTOR	001.00	Director	$0	$0	$0
CHUCK STOKKE	DIRECTOR	001.00	Director	$0	$0	$0
DYLAN LIVINGSTON	SECRETARY	002.00	Director	$0	$0	$0
JOSH THOMPSON	DIRECTOR	001.00	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	$164,196	$142,288	$404,136	$21,908
2024	$145,092	$103,811	$386,326	$41,281

GEORGE GRANT CHAPTER OF TROUT UNLIMITED