TROUT UNLIMITED JACKSON HOLE 051 (EIN 521491981) - 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

1983

Legal Domicile

Principal Officer

KATHLEEN BELK DOFFERMYRE

Phone

3077336991

Tax Period

2023-04-01 to 2024-03-31

TROUT UNLIMITED JACKSON HOLE 051, founded in 1983, is a small nonprofit in the Animal-Related sector that reported $339K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 15% operating margin.

Mission

JHTU WAS FORMED IN 1983 IN JACKSON, WYOMING, TO CONSERVE, PROTECT, AND RESTORE JACKSON HOLE'S COLDWATER FISHERIES AND THEIR WATERSHEDS. CURRENTLY JHTU HAS A MEMBERSHP OF 410 JACKSON HOLE RESIDENTS AND OTHERS CONCERNED ABOUT THE PRECIOUS WILD TROUT FISHERIES OF THE AREA. JHTU IS ONE OF 12 OTHER TU CHAPTERS THROUGHOUT THE STATE THAT MAKE UP THE WYOMING COUNCIL OF TROUT UNLIMITED.

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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 $297,310

Program Service Revenue $0

Investment Income $202

Other Revenue $41,799

TOTAL REVENUE $339,311

Expense Breakdown

Grants Paid $63,000

Salaries & Benefits $0

Fundraising Expenses $4,637

Program Expenses $271,825

Other Expenses $224,480

TOTAL EXPENSES $287,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$339,311	$268,047	+0.3%
Expenses	$287,480	$426,942	-0.3%
Net Income	$51,831	$-158,895	-1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA CAPPS	DIRECTOR	2.00	Director	$0	$0	$0
JOLINE CROSBY	SECRETARY	2.00	Officer Director	$0	$0	$0
ABBY PAFFRATH CZESNAKOWICZ	DIRECTOR	2.00	Director	$0	$0	$0
KATHLEEN BELK DOFFERMYRE	PRESIDENT	2.00	Officer Director	$0	$0	$0
CATHERINE HOLLAND	DIRECTOR	2.00	Director	$0	$0	$0
DIANA MILLER	TREASURER	2.00	Officer Director	$0	$0	$0
MELISSA MORTON	DIRECTOR	2.00	Director	$0	$0	$0
JIM ROOKS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
BRIAN SHOTT	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE WOLF	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
2024	$339,311	$287,480	$230,225	$51,831
2023	$268,047	$426,942	$209,139	$-158,895
2022	$154,494	$206,558	$324,307	$-52,064
2021	$309,200	$215,359	$342,698	$93,841
2020	$245,854	$198,750	$208,757	$47,104

TROUT UNLIMITED JACKSON HOLE 051