MONTANA TROUT UNLIMITED (EIN 237355289) - 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

2003

Legal Domicile

Principal Officer

DAVID BROOKS

Phone

4065430054

Tax Period

2024-04-01 to 2025-03-31

MONTANA TROUT UNLIMITED, founded in 2003, is a community nonprofit in the Recreation & Sports sector that reported $1.8M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $336K, a strong 18% operating margin.

Mission

TO CONSERVE, PROTECT AND RESTORE MONTANA'S COLDWATER FISHERIES AND WATERSHEDS.

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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 $856,858

Program Service Revenue $767,994

Investment Income $85,961

Other Revenue $109,943

TOTAL REVENUE $1,820,756

Expense Breakdown

Grants Paid $0

Salaries & Benefits $587,133

Fundraising Expenses $110,868

Program Expenses $1,281,625

Other Expenses $898,082

TOTAL EXPENSES $1,485,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,820,756	$1,286,761	+0.4%
Expenses	$1,485,215	$977,156	+0.5%
Net Income	$335,541	$309,605	+0.1%

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

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

$80,606

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BROOKS	Executive Direc	40.00	Officer	$80,606	$0	$80,606
BECKIE WILLIAMS	Secretary	4.00	Officer Director	$0	$0	$0
LYLE COURTNAGE	Chairman	4.00	Officer Director	$0	$0	$0
BRIAN NEILSEN	Past Chair	4.00	Officer Director	$0	$0	$0
LEE JESTER	Director	2.00	Director	$0	$0	$0
STEVE LUEBECK	Director	2.00	Director	$0	$0	$0
WILL TRIMBATH	Vice Chair	4.00	Officer Director	$0	$0	$0
DANIEL HORGAN	Director	2.00	Director	$0	$0	$0
JOHN ROSEBERRY	Director	2.00	Director	$0	$0	$0
ANDY MOORE	Director	2.00	Director	$0	$0	$0
MARK PETERSON	Treasurer	4.00	Officer Director	$0	$0	$0
ROY MORRIS	Director	2.00	Director	$0	$0	$0
FORREST JAY	Director	2.00	Director	$0	$0	$0
JIM STUTZMAN	Director	2.00	Director	$0	$0	$0
DAVID WARD	Director	2.00	Director	$0	$0	$0
BRANDON DWYER	Director	2.00	Director	$0	$0	$0
DAVE BALLMAN	Director	2.00	Director	$0	$0	$0
MIKE GEARY	Director	2.00	Director	$0	$0	$0
BRAD PLATT	Director	2.00	Director	$0	$0	$0
MARITA VALENCIA	Director	2.00	Director	$0	$0	$0
TIM LINEHAN	Director	2.00	Director	$0	$0	$0
WADE FREDENBERG	Director	2.00	Director	$0	$0	$0
HARRY MURPHY	Director	2.00	Director	$0	$0	$0
ALAN GERSTENECKER	Director	2.00	Director	$0	$0	$0
BRYON MCBRIDE	Director	2.00	Director	$0	$0	$0
TRACY WENDT	Director	2.00	Director	$0	$0	$0
TOM CAFFREY	Director	2.00	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	$1,820,756	$1,485,215	$2,503,594	$335,541
2024	$1,286,761	$977,156	$2,182,744	$309,605
2023	$1,002,742	$808,389	$1,880,942	$194,353
2022	$666,648	$921,424	$1,500,576	$-254,776
2021	$756,296	$532,222	$1,775,877	$224,074
2020	$614,673	$587,241	$1,339,068	$27,432
2018	$721,162	$522,336	$1,493,160	$198,826

MONTANA TROUT UNLIMITED