HOME STAKE TROUT CLUB INC (EIN 840699655) - 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

1934

Legal Domicile

Principal Officer

KAREN LEVINE

Phone

3038777516

Tax Period

2024-06-01 to 2025-05-31

HOME STAKE TROUT CLUB INC, founded in 1934, is a small nonprofit that reported $225K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $194K left a modest 14% surplus.

Mission

MAINTAIN AND OPERATE A PRIVATE, SOCIAL, AND RECREATIONAL FISHING CLUB IN LAKE COUNTY, COLORADO FOR THE BENEFIT OF THE MEMBERS OF THE CLUB AND THEIR GUESTS.

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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 $192,272

Program Service Revenue $29,711

Investment Income $2,890

Other Revenue $0

TOTAL REVENUE $224,873

Expense Breakdown

Grants Paid $0

Salaries & Benefits $60,132

Fundraising Expenses $0

Other Expenses $134,273

TOTAL EXPENSES $194,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$224,873	$427,060	-0.5%
Expenses	$194,405	$140,373	+0.4%
Net Income	$30,468	$286,687	-0.9%

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
KAREN LEVINE	Treasurer	5.00	Officer Director	$0	$0	$0
JEFF CARPENTER	PRESIDENT	5.00	Officer Director	$0	$0	$0
KEVEN LARSON	Board Member	1.00	Director	$0	$0	$0
NOWELL OUTLAW	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM PETRENAS	SECRETARY	5.00	Officer Director	$0	$0	$0
GEORGE WEBSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE SAWYER	BOARD MEMBER	1.00	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	$224,873	$194,405	$1,742,936	$30,468
2024	$427,060	$140,373	$1,715,258	$286,687
2023	$202,146	$134,029	$1,427,696	$68,117
2022	$206,136	$138,175	$1,368,070	$67,961
2021	$406,758	$118,120	$1,291,884	$288,638
2020	$116,948	$96,152	$1,002,376	$20,796
2019	$109,832	$91,180	$985,333	$18,652
2018	$104,594	$77,051	$962,308	$27,543

HOME STAKE TROUT CLUB INC