Nonprofit · EIN 23-7355289
TROUT UNLIMITED
Also known as MONTANA COUNCIL
Tax-exempt · MISSOULA, MT 59807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $1,820,756 | $1,485,215 | $335,541 | $2,503,594 | $317,567 | $2,186,027 |
| March 31, 2024 | 990 | $1,286,761 | $977,156 | $309,605 | $2,182,744 | $312,145 | $1,870,599 |
| March 31, 2023 | 990 | $1,002,742 | $808,389 | $194,353 | $1,880,942 | $346,073 | $1,534,869 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $856,858
- Program service revenue
- $767,994
- Investment income
- $85,961
- Net gain from sales of assets
- $13,818
- Net income from fundraising events
- $109,943
- Other revenue
- $109,943
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $80,606
- Other salaries and wages
- $374,408
- Salaries, compensation and benefits (total)
- $587,133
- Professional fundraising fees
- $0
- Accounting fees
- $7,300
- Occupancy
- $22,105
- Travel
- $43,761
- Depreciation
- $18,841
- Program services (functional)
- $1,281,625
- Management and general (functional)
- $92,722
- Fundraising (functional)
- $110,868
Balance sheet and other
- Total assets, start of year
- $2,182,744
- Total assets, end of year
- $2,503,594
- Total liabilities, end of year
- $317,567
- Net assets, end of year
- $2,186,027
- Land, buildings and equipment
- $64,632
- Publicly traded securities
- $1,307,041
- Net assets without donor restrictions
- $958,576
- Net assets with donor restrictions
- $1,227,451
- Gross receipts
- $1,850,960
- Employees
- 0
- Volunteers
- 42
- Year formed
- 2003
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BROOKS | Executive Direc Officer | 40 | $80,606 |
| BECKIE WILLIAMS | Secretary Trustee or director, Officer | 4 | $0 |
| LYLE COURTNAGE | Chairman Trustee or director, Officer | 4 | $0 |
| BRIAN NEILSEN | Past Chair Trustee or director, Officer | 4 | $0 |
| LEE JESTER | Director Trustee or director | 2 | $0 |
| STEVE LUEBECK | Director Trustee or director | 2 | $0 |
| WILL TRIMBATH | Vice Chair Trustee or director, Officer | 4 | $0 |
| DANIEL HORGAN | Director Trustee or director | 2 | $0 |
| JOHN ROSEBERRY | Director Trustee or director | 2 | $0 |
| ANDY MOORE | Director Trustee or director | 2 | $0 |
| MARK PETERSON | Treasurer Trustee or director, Officer | 4 | $0 |
| ROY MORRIS | Director Trustee or director | 2 | $0 |
| FORREST JAY | Director Trustee or director | 2 | $0 |
| JIM STUTZMAN | Director Trustee or director | 2 | $0 |
| DAVID WARD | Director Trustee or director | 2 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRANDON DWYER | Director Trustee or director | 2 | $0 |
| DAVE BALLMAN | Director Trustee or director | 2 | $0 |
| MIKE GEARY | Director Trustee or director | 2 | $0 |
| BRAD PLATT | Director Trustee or director | 2 | $0 |
| MARITA VALENCIA | Director Trustee or director | 2 | $0 |
| TIM LINEHAN | Director Trustee or director | 2 | $0 |
| WADE FREDENBERG | Director Trustee or director | 2 | $0 |
| HARRY MURPHY | Director Trustee or director | 2 | $0 |
| ALAN GERSTENECKER | Director Trustee or director | 2 | $0 |
| BRYON MCBRIDE | Director Trustee or director | 2 | $0 |
| TRACY WENDT | Director Trustee or director | 2 | $0 |
| TOM CAFFREY | Director Trustee or director | 2 | $0 |
990 for the year ended March 31, 2024: 32 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BROOKS | Executive Direc Officer | 40 | $77,686 |
| SHARON SWEENEY-FEE | Past Chairwoman Trustee or director | 2 | $0 |
| LYLE COURTNAGE | Vice Chair Trustee or director, Officer | 4 | $0 |
| BRIAN NEILSEN | Chairman Trustee or director, Officer | 4 | $0 |
| MIKE CHAPMAN | Director Trustee or director | 2 | $0 |
| STEVE LUEBECK | Director Trustee or director | 2 | $0 |
| WILL TRIMBATH | Treasurer Trustee or director, Officer | 4 | $0 |
| DANIEL HORGAN | Director Trustee or director | 2 | $0 |
| DAN SHORT | Director Trustee or director | 2 | $0 |
| GREG CHESTER | Director Trustee or director | 2 | $0 |
| GARDINER IMHOFF | Director Trustee or director | 2 | $0 |
| MARK PETERSON | Secretary Trustee or director, Officer | 4 | $0 |
| BUDDY DRAKE | Director Trustee or director | 2 | $0 |
| ROY MORRIS | Director Trustee or director | 2 | $0 |
| FORREST JAY | Director Trustee or director | 2 | $0 |
| JIM STUTZMAN | Director Trustee or director | 2 | $0 |
| LYNAE AXELSON | Director Trustee or director | 2 | $0 |
| DAVID WARD | Director Trustee or director | 2 | $0 |
| BRANDON DWYER | Director Trustee or director | 2 | $0 |
| DAVE BALLMAN | Director Trustee or director | 2 | $0 |
| SARAH CLARK | Director Trustee or director | 2 | $0 |
| MIKE GEARY | Director Trustee or director | 2 | $0 |
| RICH FAHEY | Director Trustee or director | 2 | $0 |
| BRAD PLATT | Director Trustee or director | 2 | $0 |
| MARITA VALENCIA | Director Trustee or director | 2 | $0 |
| TIM LINEHAN | Director Trustee or director | 2 | $0 |
| WADE FREDENBERG | Director Trustee or director | 2 | $0 |
| HARRY MURPHY | Director Trustee or director | 2 | $0 |
| ALAN GERSTENECKER | Director Trustee or director | 2 | $0 |
| BRYON MCBRIDE | Director Trustee or director | 2 | $0 |
| TRACY WENDT | Director Trustee or director | 2 | $0 |
| TOM CAFFREY | Director Trustee or director | 2 | $0 |
990 for the year ended March 31, 2023: 32 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BROOKS | Executive Direc Officer | 40 | $70,246 |
| SHARON SWEENEY-FEE | Past Chairwoman Trustee or director | 2 | $0 |
| LYLE COURTNAGE | Vice Chair Trustee or director, Officer | 4 | $0 |
| BRIAN NEILSEN | Chairman Trustee or director, Officer | 4 | $0 |
| MIKE CHAPMAN | Director Trustee or director | 2 | $0 |
| STEVE LUEBECK | Director Trustee or director | 2 | $0 |
| WILL TRIMBATH | Treasurer Trustee or director, Officer | 4 | $0 |
| DANIEL HORGAN | Director Trustee or director | 2 | $0 |
| DAN SHORT | Director Trustee or director | 2 | $0 |
| GREG CHESTER | Director Trustee or director | 2 | $0 |
| MARK PETERSON | Secretary Trustee or director, Officer | 4 | $0 |
| BUDDY DRAKE | Director Trustee or director | 2 | $0 |
| ROY MORRIS | Director Trustee or director | 2 | $0 |
| FORREST JAY | Director Trustee or director | 2 | $0 |
| JIM STUTZMAN | Director Trustee or director | 2 | $0 |
| LYNAE AXELSON | Director Trustee or director | 2 | $0 |
| DAVID WARD | Director Trustee or director | 2 | $0 |
| BRANDON DWYER | Director Trustee or director | 2 | $0 |
| DAVE BALLMAN | Director Trustee or director | 2 | $0 |
| SARAH CLARK | Director Trustee or director | 2 | $0 |
| MIKE GEARY | Director Trustee or director | 2 | $0 |
| RICH FAHEY | Director Trustee or director | 2 | $0 |
| BRAD PLATT | Director Trustee or director | 2 | $0 |
| MARITA VALENCIA | Director Trustee or director | 2 | $0 |
| TIM LINEHAN | Director Trustee or director | 2 | $0 |
| MATT SWAN | Director Trustee or director | 2 | $0 |
| WADE FREDENBERG | Director Trustee or director | 2 | $0 |
| HARRY MURPHY | Director Trustee or director | 2 | $0 |
| ALAN GERSTENECKER | Director Trustee or director | 2 | $0 |
| BRYON MCBRIDE | Director Trustee or director | 2 | $0 |
| TRACY WENDT | Director Trustee or director | 2 | $0 |
| TOM CAFFREY | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7186, MISSOULA, MT 59807-7186
- In care of
- % CHRIS SCHUSTROM
- Principal officer (990 for 2024)
- DAVID BROOKS, PO BOX 7186, MISSOULA, MT 598077186
- Signed the 990
- DAVID BROOKS, Executive Direc
- Phone
- (406) 543-0054
- Website
- www.montanatu.org
- Return prepared by
- Boyle Deveny & Meyer PC
Mission
TO CONSERVE, PROTECT AND RESTORE MONTANA'S COLDWATER FISHERIES AND WATERSHEDS.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7355289
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1972
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N610)
- Group exemption
- 2266: TROUT UNLIMITED INC
- Assets (IRS master file)
- $2,503,594
- Income (IRS master file)
- $1,850,960
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $1,820,756 | $1,485,215 | $2,503,594 | XML |
| 990 | March 2024 | $1,286,761 | $977,156 | $2,182,744 | XML |
| 990 | March 2023 | $1,002,742 | $808,389 | $1,880,942 | XML |
| 990 | March 2022 | $666,648 | $921,424 | $1,500,576 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7355289).
Questions about TROUT UNLIMITED
- What is the EIN of TROUT UNLIMITED?
- The employer identification number (EIN) of TROUT UNLIMITED is 23-7355289.
- Is TROUT UNLIMITED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Which annual return does TROUT UNLIMITED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TROUT UNLIMITED due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TROUT UNLIMITED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of TROUT UNLIMITED?
- The 990 for the year ended March 31, 2025 names DAVID BROOKS.
- Who are the officers and directors of TROUT UNLIMITED?
- The 990 for the year ended March 31, 2025 lists 27 people; 1 received compensation from the organization, the highest $80,606 (DAVID BROOKS, Executive Direc).
- How much revenue does TROUT UNLIMITED have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $1,820,756, expenses of $1,485,215 and total assets of $2,503,594 at year end.
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