Totals
- Total revenue
- $1,820,756
- Total expenses
- $1,485,215
- Contributions and grants received
- $856,858
- Grants paid
- $0
- Program service revenue
- $767,994
- Investment income
- $85,961
- Other revenue
- $109,943
- Total assets, end of year
- $2,503,594
- Total liabilities, end of year
- $317,567
- Net assets or fund balances, end of year
- $2,186,027
- Program services expenses (Part IX)
- $1,281,625
- Management and general expenses
- $92,722
- Fundraising expenses
- $110,868
- Program service expenses (Part III)
- $1,281,625
Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$52,792
-
1f · All other contributions, gifts and grants
$804,066
-
1g · Noncash contributions included above
$12,800
-
2a · Program service revenue: PROGRAM SERVICE
total $767,994 · related or exempt $767,994
-
3 · Investment income
total $72,143 · excluded $72,143
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $44,022
-
7b · Less cost or other basis and sales expenses
securities $30,204
-
7c · Gain or loss
securities $13,818
-
7d · Net gain or loss
total $13,818 · related or exempt $13,818
-
8a · Fundraising events: gross income
$109,943
-
8c · Net income from fundraising events
total $109,943 · excluded $109,943
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $80,606 · program services $60,454 · management and general $10,076 · fundraising $10,076
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $374,408 · program services $280,806 · management and general $46,801 · fundraising $46,801
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $132,119 · program services $85,877 · management and general $19,818 · fundraising $26,424
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $7,300 · program services $6,570 · management and general $584 · fundraising $146
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $8,583 · program services $8,583
-
11g · Fees: other
total $22,179 · program services $22,179
-
12 · Advertising and promotion
total $1,278 · program services $1,278
-
13 · Office expenses
total $0
-
14 · Information technology
total $13,517 · program services $12,166 · management and general $1,081 · fundraising $270
-
15 · Royalties
total $0
-
16 · Occupancy
total $22,105 · program services $17,684 · management and general $4,421
-
17 · Travel
total $43,761 · program services $43,761
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $18,841 · program services $16,015 · management and general $2,826
-
23 · Insurance
total $2,077 · fundraising $2,077
-
24a · Other expenses: PROGRAM EXPENSES
total $558,538 · program services $558,538
-
24b · Other expenses: GRANTS
total $47,700 · program services $47,700
-
24c · Other expenses: MISCELLANEOUS
total $28,016 · program services $25,215 · management and general $2,241 · fundraising $560
-
24d · Other expenses: COMMUNITY OUTREACH
total $24,492 · program services $4,898 · fundraising $19,594
-
24e · All other expenses
total $99,695 · program services $89,901 · management and general $4,874 · fundraising $4,920
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $640,706 · end of year $961,606
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $60,110 · end of year $40,121
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$137,686
-
10b · Land, buildings and equipment: accumulated depreciation
$73,054
-
10c · Land, buildings and equipment, net
beginning of year $35,986 · end of year $64,632
-
11 · Investments: publicly traded securities
beginning of year $1,289,328 · end of year $1,307,041
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $156,614 · end of year $130,194
-
17 · Accounts payable and accrued expenses
beginning of year $150,508 · end of year $181,763
-
25 · Other liabilities
beginning of year $161,637 · end of year $135,804
-
27 · Net assets without donor restrictions
beginning of year $650,046 · end of year $958,576
-
28 · Net assets with donor restrictions
beginning of year $1,220,553 · end of year $1,227,451
Mission and programs · 2024
Mission
TO CONSERVE, PROTECT AND RESTORE MONTANA'S COLDWATER FISHERIES AND WATERSHEDS.
-
Montana Trout Unlimiteds exempt purpose achievements continue to include protecting and restoring trout habitat, advocating for clean water and wild fish management and educating the public on Montanas fishery issues.Examples of Montana TUs FYE 2025 accomplishments to protect water quality and quantity to benefit coldwater fisheries include:Reviewed and provided input on public land management activities and management plans as they relate to protecting water resources.We continue to monitor the mining plans and activities within the Smith River watershed. Engaged in the development of a watershed restoration plan and supported on-the-ground projects to improve water quality and quantity in the Smith. MTU continues to work with partners to monitor water quality conditions and press for mitigation of damages from selenium pollution in the Kootenai River and Lake Koocanusa.MTU continues to monitor a possible rare earth elements (REEs - neodymium and praseodymium) mine in the Sheep Creek tributary of the West Fork Bitterroot River.Participate in the Frenchtown Working Group to focus on and communicate about research and cleanup of the Smurfit-Stone site on the Clark Fork River below Missoula. Successfully pushed for additional groundwater and soil sampling to be conducted to better idenfiy sources and pathways of contamination to the river.Increased instream flow through water right changes, improved infrastructure and habitat restoration.Maintained fulltime staff in the Montana State Legislature (and in relevant interim committees during non-legislative session years) to advocate for policy that benefits coldwater fisheries.Montana Trout Unlimited strives to protect high-quality fish habitat and to restore degraded streams and watersheds. Our FYE 2025 accomplishments include:Provided funding for a full-time Jefferson Watershed Project Manager with a focus on improving irrigation and ranching practices to benefit instream flow.MTU continued to work with the Custer-Gallatin National Forest (CGNF) as part of a 5-year, $3M agreement to provide a full-time Beartooth Project Manager to complete restoration projects on the National Forest.Continued to partner other groups and Tribes to evaluate Montanore Minerals (subsidiary of Hecla Mining Company) plans to expand exploration mining under the Cabinet Mountain Wilderness.Continued to prioritize research of the fishery in southwest MT. Supporting the continued evaluation of fish samples and health surveys conducted by FWP and MSU PhD students.Healthy, abundant populations of wild trout are the best measure of Montana TUs success. We emphasize conservation of sustainable wild and native trout populations. Our actions the past year include. Funding portions of wild or native trout habitat improvement projects in the Blackfoot, Beaverhead, Missouri, Yellowstone, Clark Fork, and Bitterroot River watersheds.Securing funding to increase grant opportunities for restoration and conservation projects by local TU chapters. Lead statewide advocacy for coldwater fisheries management and funding by regularly communicating with, monitored, and advised state agencies, boards and commissions.Provided official comments and regular communications with FWP leadership/regional biologists and the F&W Commission regarding using best fishery science to manage MT streams and rivers.Participated at the annual Arctic Grayling Work Group meeting. Continued to work with the USFWS to pursue amendments to the EA for a project at Upper Red Rock Lakes to benefit grayling overwintering conditions.Assisted with renewed effort to suppress lake trout in the Swan Lake system to recover bull trout populations.Montana TU is first and foremost a people organization. Achieving our mission requires engaged members, supporters and partners. We strive to improve and protect the values the public treasures about rivers and trout: Educated the next generation of conservationists with one 5-day, overnight camp.Increased awareness of fisheries issues from responsible angling and fish handling, Hoot Owl information to ongoing concerns and opportunities like AIS, catch-and-release and Keep Em Wet.Helped train the next generation of angling guides in conservation priorities and strategies.Defended Montanas best-in-the nation Stream Access Law and public lands.
Expenses $1,281,625 · Revenue $109,943
As filed on the 2024 return.
Listed in Part VII
-
David BrooksDAVID BROOKS
Executive Direc
- Total calculated
- $80,606
- From this org
- $80,606
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Beckie WilliamsBECKIE WILLIAMS
Secretary
- Total calculated
- $0
- Hours/week
- 4
-
Lyle CourtnageLYLE COURTNAGE
Chairman
- Total calculated
- $0
- Hours/week
- 4
-
Brian NeilsenBRIAN NEILSEN
Past Chair
- Total calculated
- $0
- Hours/week
- 4
-
Lee JesterLEE JESTER
Director
- Total calculated
- $0
- Hours/week
- 2
-
Steve LuebeckSTEVE LUEBECK
Director
- Total calculated
- $0
- Hours/week
- 2
-
Will TrimbathWILL TRIMBATH
Vice Chair
- Total calculated
- $0
- Hours/week
- 4
-
Daniel HorganDANIEL HORGAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
John RoseberryJOHN ROSEBERRY
Director
- Total calculated
- $0
- Hours/week
- 2
-
Andy MooreANDY MOORE
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mark PetersonMARK PETERSON
Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Roy MorrisROY MORRIS
Director
- Total calculated
- $0
- Hours/week
- 2
-
Forrest JayFORREST JAY
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jim StutzmanJIM STUTZMAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
David WardDAVID WARD
Director
- Total calculated
- $0
- Hours/week
- 2
-
Brandon DwyerBRANDON DWYER
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dave BallmanDAVE BALLMAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mike GearyMIKE GEARY
Director
- Total calculated
- $0
- Hours/week
- 2
-
Brad PlattBRAD PLATT
Director
- Total calculated
- $0
- Hours/week
- 2
-
Marita ValenciaMARITA VALENCIA
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tim LinehanTIM LINEHAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
Wade FredenbergWADE FREDENBERG
Director
- Total calculated
- $0
- Hours/week
- 2
-
Harry MurphyHARRY MURPHY
Director
- Total calculated
- $0
- Hours/week
- 2
-
Alan GersteneckerALAN GERSTENECKER
Director
- Total calculated
- $0
- Hours/week
- 2
-
Bryon McBrideBRYON MCBRIDE
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tracy WendtTRACY WENDT
Director
- Total calculated
- $0
- Hours/week
- 2
-
Tom CaffreyTOM CAFFREY
Director
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 February 2026
- IRS schema version
- 2024v5.2
- Source object
- 202630459349300018
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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