Totals
- Total revenue
- $1,286,761
- Total expenses
- $977,156
- Contributions and grants received
- $659,333
- Grants paid
- $0
- Program service revenue
- $416,920
- Investment income
- $99,585
- Other revenue
- $110,923
- Total assets, end of year
- $2,182,744
- Total liabilities, end of year
- $312,145
- Net assets or fund balances, end of year
- $1,870,599
- Program services expenses (Part IX)
- $811,450
- Management and general expenses
- $77,263
- Fundraising expenses
- $88,443
- Program service expenses (Part III)
- $811,450
Program services were 83.0% 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
$38,643
-
1f · All other contributions, gifts and grants
$620,690
-
1g · Noncash contributions included above
$12,399
-
2a · Program service revenue: PROGRAM SERVICE
total $416,920 · related or exempt $416,920
-
3 · Investment income
total $59,836 · excluded $59,836
-
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 $155,814
-
7b · Less cost or other basis and sales expenses
securities $116,065
-
7c · Gain or loss
securities $39,749
-
7d · Net gain or loss
total $39,749 · related or exempt $39,749
-
8a · Fundraising events: gross income
$110,923
-
8c · Net income from fundraising events
total $110,923 · excluded $110,923
-
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 $77,686 · program services $58,264 · management and general $9,711 · fundraising $9,711
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $288,160 · program services $216,120 · management and general $36,020 · fundraising $36,020
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $118,192 · program services $76,825 · management and general $17,729 · fundraising $23,638
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $6,300 · program services $5,670 · management and general $504 · fundraising $126
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $7,879 · program services $7,879
-
11g · Fees: other
total $473 · program services $473
-
12 · Advertising and promotion
total $2,564 · program services $2,564
-
13 · Office expenses
total $0
-
14 · Information technology
total $14,535 · program services $13,081 · management and general $1,163 · fundraising $291
-
15 · Royalties
total $0
-
16 · Occupancy
total $20,683 · program services $16,546 · management and general $4,137
-
17 · Travel
total $27,311 · program services $27,311
-
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 $9,111 · program services $7,744 · management and general $1,367
-
23 · Insurance
total $2,637 · fundraising $2,637
-
24a · Other expenses: PROGRAM EXPENSES
total $271,259 · program services $271,259
-
24b · Other expenses: MISCELLANEOUS
total $30,842 · program services $27,758 · management and general $2,467 · fundraising $617
-
24c · Other expenses: GRANTS
total $26,945 · program services $26,945
-
24d · Other expenses: Postage and Shipping
total $15,127 · program services $12,102 · management and general $1,664 · fundraising $1,361
-
24e · All other expenses
total $57,452 · program services $40,909 · management and general $2,501 · fundraising $14,042
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $477,892 · end of year $640,706
-
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 $26,506 · end of year $60,110
-
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
$90,199
-
10b · Land, buildings and equipment: accumulated depreciation
$54,213
-
10c · Land, buildings and equipment, net
beginning of year $30,197 · end of year $35,986
-
11 · Investments: publicly traded securities
beginning of year $1,153,419 · end of year $1,289,328
-
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 $192,928 · end of year $156,614
-
17 · Accounts payable and accrued expenses
beginning of year $150,005 · end of year $150,508
-
25 · Other liabilities
beginning of year $196,068 · end of year $161,637
-
27 · Net assets without donor restrictions
beginning of year $492,643 · end of year $650,046
-
28 · Net assets with donor restrictions
beginning of year $1,042,226 · end of year $1,220,553
Mission and programs · 2023
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 2024 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 lead our Smith River protection coalition in a mineral withdrawal campaign for protecting public lands within the Smith watershed. Argued our Smith River protection coalitions water rights case in front of the Montana Supreme Court and are awaiting a ruling.MTU is working with partners to engage MT Department of Environmental Quality (DEQ), to ensure the International Joint Commissions process upholds MTs water quality standard for selenium in the Kootenai River and Lake Koocanusa, as well as presses for mitigation for ecological damages and fully vets any future mine development in BC. 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.Reviewed and commented on draft Montana Drought Management Plan, a revision of the statewide drought plan by the Department of Natural Resources and Conservation (DNRC).Increased instream flow through water right changes, improved infrastructure and habitat restoration.Maintained fulltime staff in the Montana State Legislature 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 2024 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.Completed major stream restoration work in Middle Fork Judith to improve water quality and fishery health in an area with few healthy coldwater resources. MTU hired a new Beartooth Project Manager to work in the Custer-Gallatin National Forest (CGNF) as part of a 5-year, $3M agreement with the CGNF.Along with FWP, MTU analyzed the lab data from sampling fish and water from the Clark Fork River to test for PCBs, dioxins and furans as part of a grant we secured from the Environmental Protection Agency (EPA) to do a multi-year study of, and educate the public about, fish toxicity.Led by multiple MT/ID Tribes, MTU and coalition partners continued to appeal a court decision not to require DEQ to enforce the Bad Actor law regarding the Hecla Mining Co. and its principal, proposal to mine underneath the Cabinet Mountains Wilderness Area. We are supporting FWPs four new fishery studies being conducted SW MT rivers in the coming years with the help of MT State Universitys Fisheries Department.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, 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.MTU began planning and implementing an Arctic grayling conservation project on private land adjacent to Upper Red Rock Lakes to restore an important spawning tributary.MTU attended the multi-day, annual Upper Pallid Sturgeon Work Group meeting to discuss data and options for pallid sturgeon recovery, especially in regard to the operation of the Intake Bypass channel and test flows from Ft. Peck damMontana 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 $811,450 · Revenue $110,923
As filed on the 2023 return.
Listed in Part VII
-
David BrooksDAVID BROOKS
Executive Direc
- Total calculated
- $77,686
- From this org
- $77,686
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Sharon Sweeney-FeeSHARON SWEENEY-FEE
Past Chairwoman
- Total calculated
- $0
- Hours/week
- 2
-
Lyle CourtnageLYLE COURTNAGE
Vice Chair
- Total calculated
- $0
- Hours/week
- 4
-
Brian NeilsenBRIAN NEILSEN
Chairman
- Total calculated
- $0
- Hours/week
- 4
-
Mike ChapmanMIKE CHAPMAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
Steve LuebeckSTEVE LUEBECK
Director
- Total calculated
- $0
- Hours/week
- 2
-
Will TrimbathWILL TRIMBATH
Treasurer
- Total calculated
- $0
- Hours/week
- 4
-
Daniel HorganDANIEL HORGAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
Dan ShortDAN SHORT
Director
- Total calculated
- $0
- Hours/week
- 2
-
Greg ChesterGREG CHESTER
Director
- Total calculated
- $0
- Hours/week
- 2
-
Gardiner ImhoffGARDINER IMHOFF
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mark PetersonMARK PETERSON
Secretary
- Total calculated
- $0
- Hours/week
- 4
-
Buddy DrakeBUDDY DRAKE
Director
- Total calculated
- $0
- Hours/week
- 2
-
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
-
Lynae AxelsonLYNAE AXELSON
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
-
Sarah ClarkSARAH CLARK
Director
- Total calculated
- $0
- Hours/week
- 2
-
Mike GearyMIKE GEARY
Director
- Total calculated
- $0
- Hours/week
- 2
-
Rich FaheyRICH FAHEY
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
- 2023
- Filed
- 17 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530179349300933
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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