TROUT UNLIMITED SOUTH COAST 923 (EIN 521766245) - 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

2006

Legal Domicile

Principal Officer

WILLIAM BOWLING

Phone

8184681738

Tax Period

2024-04-01 to 2025-03-31

TROUT UNLIMITED SOUTH COAST 923, founded in 2006, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 1963% from the prior year, signaling strong growth momentum. The organization ran a surplus of $298K, a strong 22% operating margin.

Mission

NATIONAL ORGANIZATION/LOCAL CHAPTER FOR THE PRESERVATION OF TROUT AND OTHER FISH HABITATS, EMPLOYING STREAM REHABILITATION.

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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 $1,359,799

Program Service Revenue $500

Investment Income $1,682

Other Revenue $1,000

TOTAL REVENUE $1,362,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,425

Fundraising Expenses $20,946

Program Expenses $992,105

Other Expenses $855,471

TOTAL EXPENSES $1,064,896

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,362,981	$66,073	+19.6%
Expenses	$1,064,896	$71,587	+13.9%
Net Income	$298,085	$-5,514	-55.1%

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

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
WILLIAM BOWLING	PRESIDENT	5	Officer Director	$0	$0	$0
MIRANDA ROBIN	VICE PRESIDENT	5	Officer Director	$0	$0	$0
JIM BURNS	BOARD MEMBER	1	Director	$0	$0	$0
ALBERT LAZZARINI	BOARD MEMBER	1	Director	$0	$0	$0
TERRY ITALIA	BOARD MEMBER	1	Director	$0	$0	$0
LUIS RINCON	BOARD MEMBER	1	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	$1,362,981	$1,064,896	$585,006	$298,085
2024	$66,073	$71,587	$66,750	$-5,514
2023	$283,569	$324,131	$22,264	$-40,562
2022	$171,579	$113,755	$62,826	$57,824
2021	$85,520	$113,497	$5,002	$-27,977
2020	$232,479	$211,695	$32,979	$20,784
2018	$316,028	$310,305	$27,390	$5,723

TROUT UNLIMITED SOUTH COAST 923