Trout Unlimited Inc in Staunton, Virginia (VA)

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Trout Unlimited Inc
Employer Identification Number (EIN)381612715
Name of OrganizationTrout Unlimited Inc
In Care of NameJim Josefson
Address711 Gypsy Ave, Staunton, VA 24401
ActivitiesPreservation of natural resources (conservation), Other school related activities
SubsectionCharitable Organization, Educational Organization
Ruling Date03/1972
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$26,116,351
Amount of Income$47,796,309
Form 990 Revenue Amount$40,684,589
National Taxonomy of Exempt Entities (NTEE)Animal-Related: Fisheries Resources


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Amount of income in 2013: $47,796,309
Trout Unlimited Inc: 

 $47,796,309
Other organizations performing similar types of work: 

 $325,309

Assets in 2013: $26,116,351
This organization: 

 $26,116,351
Other organizations performing similar types of work: 

 $208,503

Expenses in 2013: $40,880,871
Trout Unlimited Inc: 

 $40,880,871
Other organizations performing similar types of work: 

 $214,295

Income to expenses ratio in 2013: 1.2
Trout Unlimited Inc: 

 1.2
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 84.5%
This organization: 

 84.5%
Other organizations performing similar types of work: 

 84.5%

Number of employees in 2013: 233
This organization: 

 233
Other organizations performing similar types of work: 

 9

Employees paid over $100,000 in 2013: 25.3%
This organization: 

 25.3%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 87.1%
This organization: 

 87.1%
Other organizations performing similar types of work: 

 80.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?YesYes
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?YesYes
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?YesYes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
20122013
The number reported in Box 3 of Form 10967472
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return223233
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0
Gross receipts for public use of club facilities $0$0
Gross income from members or shareholders$0$0
Gross income from other sources$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$957,365$1,222,470
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$152,994$148,899
Total number of individuals who received more than $100,000 of reportable compensation from the organization69
Total number of independent contractors who received more than $100,000 of compensation from the organization2950
Statement of Revenue
20122013
Total revenue$34,011,522$40,684,589
Contributions, Gifts, Grants and Other Similar Amounts$29,116,838$35,421,675
Program Service Revenue$4,535,432$4,876,985
900099$4,478,304$4,817,951
541800$57,128$59,034
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$213,382$221,105
Income from investment of tax-exempt bond proceeds$0$0
Royalties$285$4,752
Net rental income$0$0
Net gain/loss from sales of assets other than inventory$112,951$133,062
Gross amount from sales of assets other than inventory (Securities / Other)$2,654,513 / $0$7,066,159 / $0
Less: cost or other basis and sales expenses (Securities / Other)$2,541,562 / $0$6,933,097 / $0
Gain or (loss) (Securities / Other)$112,951 / $0$133,062 / $0
Net income/loss from fundraising events$-34,398$811
Gross income from fundraising events$166,725$179,434
Less: direct expenses$201,123$178,623
Net income/loss from gaming activities$0$0
Net income/loss from sales of inventory$0$0
Miscellaneous Revenue$67,032$26,199
900099$67,032$26,199
All other revenue$0$0
Statement of Functional Expenses
20122013
Total functional expenses$34,235,954$40,880,871
Grants and other assistance to domestic organizations and domestic governments$598,389$1,564,368
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$443,660$507,001
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$10,148,978$10,606,042
Pension plan accruals and contributions$344,624$397,160
Other employee benefits$1,554,238$1,181,198
Payroll taxes$953,338$1,000,173
Fees for services (non-employees)
Management$0$0
Legal$62,531$47,890
Accounting$62,977$110,360
Lobbying$72,500$98,000
Professional fundraising services$18,823$115,915
Investment management fees$0$0
Other$10,641,640$13,558,472
Advertising and promotion$159,432$263,909
Office expenses$1,758,455$2,018,339
Information technology$1,021,415$1,249,361
Royalties$0$0
Occupancy$676,023$706,612
Travel$1,804,155$1,791,983
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$454,445$681,291
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$142,112$538,528
Insurance$72,331$86,996
Other expenses$1,158,895$1,683,884
Other expenses$1,086,503$1,211,080
Other expenses$641,180$715,741
Other expenses$299,993$657,666
Other expenses$59,317$88,902
Balance Sheet
20122013
Total assets$26,183,847$26,116,351
Cash - non-interest-bearing$677$530
Savings and temporary cash investments$4,203,401$2,463,986
Pledges and grants receivable, net$8,994,218$8,454,573
Accounts receivable, net$480,109$475,220
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$579,295$481,094
Prepaid expenses and deferred charges$292,973$486,603
Land, buildings, and equipment: cost or other basis$1,926,761$2,437,193
Investments - publicly traded securities$9,706,413$11,317,152
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$0$0
Total liabilities$3,475,679$3,189,019
Accounts payable and accrued expenses$3,171,835$3,142,570
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0
Unsecured notes and loans payable to unrelated third parties$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$303,844$46,449
Total net assets or fund balances$22,708,168$22,927,332
Unrestricted net assets$2,104,432$2,261,032
Temporarily restricted net assets$14,433,890$14,496,454
Permanently restricted net assets$6,169,846$6,169,846
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$156,854,046
Subtotal$163,352,946
Gifts, grants, contributions, and membership fees received$152,871,014
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$10,481,932
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$6,498,900
Amounts received from disqualified persons$6,498,900
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$164,696,051
Public support$163,352,946
Subtotal$1,218,682
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$1,218,682
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$124,423
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20032004200520062007
Total revenue$13,210,443$16,626,167$20,083,639$22,576,504$21,445,649
Contributions, gifts, grants, and similar amounts received$8,750,823$11,934,833$15,476,866$18,058,400$16,601,993
Contributions to donor advised funds$0$0
Direct public support$6,548,239$10,422,056$13,219,219$14,094,598$12,308,628
Indirect public support$0$0$0$0$0
Government contributions (grants)$2,202,584$1,512,777$2,257,647$3,963,802$4,293,365
Program service revenue including government fees and contracts$101,202$122,928$108,799$107,132$92,942
Membership dues and assessments$3,880,444$3,899,440$3,966,155$3,844,144$4,148,267
Interest on savings and temporary cash investments$0$0$107,999$156,943$44,385
Dividends and interest from securities$66,562$184,243$196,308$335,743$450,648
Net rental income or (loss)$0$0$0$0$0
Gross rents$0$0$0$0$0
Less: rental expenses$0$0$0$0$0
Other investment income$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-8,790$235,649$75,662$52,906$7,204
Gross amount from sales of assets other than inventory$1,871,655$4,992,337$1,311,387$6,273,714$738,319
Less: cost or other basis and sales expenses$1,880,445$4,756,688$1,235,725$6,220,808$731,115
Net income or (loss) from special events and activities$230,464$110,155$2,865$419$6,815
Gross revenue$312,715$280,810$241,358$192,116$171,349
Less: direct expenses other than fundraising expenses$82,251$170,655$238,493$191,697$164,534
Gross profit or (loss) from sales of inventory$71,980$-583$7,268$-112,632$0
Gross sales of inventory, less returns and allowances$146,168$84,697$66,660$51,123$0
Less: cost of goods sold$74,188$85,280$59,392$163,755$0
Other revenue$117,758$139,502$141,717$133,449$93,395
Total expenses$13,924,667$14,079,455$18,623,610$21,479,285$20,824,078
Program services$10,353,037$10,957,824$15,399,554$18,072,420$17,601,432
Management and general$796,586$792,184$900,508$860,866$875,911
Fundraising$2,775,044$2,329,447$2,323,548$2,545,999$2,346,735
Payments to affiliates$0$0$0$0$0
Net assets or fund balances at end of year$8,080,273$10,628,966$12,259,077$13,778,075$12,972,376
Excess or (deficit) for the year$-714,224$2,546,712$1,460,029$1,097,219$621,571
Net assets or fund balances at beginning of year$7,568,249$8,080,273$10,628,966$12,259,077$13,778,075
Other changes in net assets or fund balances$1,226,248$1,981$170,082$421,779$-1,427,270
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$20,824,078$17,601,432$875,911$2,346,735
Grants paid from donor advised funds$0
Other grants and allocations$593,969
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$765,151$641,426$56,050$67,675
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$5,822,532$4,886,358$424,377$511,797
Pension plan contributions not included above$165,589$137,832$12,525$15,232
Employee benefits not included above$610,552$508,205$46,183$56,164
Payroll taxes$551,260$458,852$41,698$50,710
Professional fundraising fees$34,969$0$0$34,969
Accounting fees$48,700$0$48,700$0
Legal fees$38,380$17,249$21,131$0
Supplies$387,375$364,683$1,255$21,437
Telephone$205,291$187,151$4,206$13,934
Postage and shipping$919,216$583,241$977$334,998
Occupancy$625,779$571,307$16,438$38,034
Equipment rental and maintenance$124,728$106,589$7,651$10,488
Printing and publications$1,236,929$863,723$209$372,997
Travel$1,387,943$1,255,077$20,173$112,693
Conferences, conventions, and meetings$511,799$454,803$35,319$21,677
Interest$0$0$0$0
Depreciation, depletion, etc.$104,151$88,531$6,588$9,032
Other expenses not covered above$6,689,765$5,882,436$132,431$674,898
Balance Sheets
20032004200520062007
Total assets$8,981,978$11,355,119$13,358,283$15,403,510$14,772,435
Cash - non-interest-bearing$350$520$433$409$125
Savings and temporary cash investments$4,924,250$3,863,449$2,546,789$2,981,096$3,115,832
Accounts receivable less allowance for doubtful accounts$37,442$47,725$100,745$204,526$129,140
Pledges receivable less allowance for doubtful accounts$1,299,735$282,184$366,392$464,881$287,326
Grants receivable$1,000,767$1,007,050$2,138,362$1,454,342$1,758,185
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0
Inventories for sale or use$280,459$480,988$588,657$511,152$518,761
Prepaid expenses and deferred charges$277,026$277,186$442,820$306,599$335,573
Investments - publicly-traded securities$7,057,819$7,395,074
Investments - other securities$1,067,958$5,327,589$6,887,877$1,997,310$768,105
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0
Investments - other$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$93,991$68,428$286,208$425,376$464,314
Other assets, including program-related investments$0$0$0$0$0
Total liabilities$901,705$726,153$1,099,206$1,625,435$1,800,059
Accounts payable and accrued expenses$901,705$726,153$1,099,206$1,625,435$1,800,059
Grants payable$0$0$0$0$0
Deferred revenue$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0
Other liabilities$0$0$0$0$0
Total liabilities and net assets/fund balances$8,981,978$11,355,119$13,358,283$15,403,510$14,772,435
Total net assets or fund balances$8,080,273$10,628,966$12,259,077$13,778,075$12,972,376
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20032004200520062007
Total revenue$13,210,443$16,626,167$20,083,639$22,576,504$21,445,649
Total revenue, gains, and other support per audited financial statements$13,724,377$16,904,982$20,555,294$23,353,735$20,182,913
Other expenses$357,495$22,879$170,082$421,779$-1,427,270
Net unrealized gains on investments$284,605$1,981$170,082$421,779$-1,427,270
Donated services and use of facilities$72,890$20,898$0$0$0
Recoveries of prior year grants$0$0$0$0$0
Other$0$0$0$0$0
Other revenue$-156,439$-255,936$-301,573$-355,452$-164,534
Investment expenses$0$0$0$0$0
Other$-156,439$-255,936$-301,573$-355,452$-164,534
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20032004200520062007
Total expenses$13,924,667$14,079,455$18,623,610$21,479,285$20,824,078
Total expenses and losses per audited financial statements$14,153,996$14,356,289$18,925,183$21,834,737$20,988,612
Other revenue$229,329$276,834$301,573$355,452$164,534
Donated services and use of facilities$72,890$20,898$0$0$0
Prior year adjustments$0$0$0$0$0
Losses$0$0$0$0$0
Other$156,439$255,936$301,573$355,452$164,534
Other expenses$0$0$0$0$0
Investment expenses$0$0$0$0$0
Other$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$159,244$25,508$0
40$148,854$24,761$0
40$209,912$30,274$0
40$144,858$21,740$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings36
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 200694
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$92,942$595,243$4,155,471
Program service revenue
Program service revenue 1Advertising and related services$92,94200$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$4,148,267
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$44,385$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$450,648$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$7,204
Net income or (loss) from special events000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$6,815$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Royalty income excluded by section 512(b)(2)$93,395$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$135,400$23,640$0
$101,121$15,853$0
$98,506$15,748$0
$97,708$15,716$0
$96,005$8,286$0
Total number of other employees paid over $50,00021
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$434,017
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
20022003200420052006
Total$11,052,824$12,866,035$17,764,938$19,037,322$23,467,932
Gifts, grants, and contributions received$6,909,509$9,263,566$12,957,101$14,261,346$18,643,931
Membership fees received$3,805,663$2,938,801$3,899,440$3,966,155$3,844,144
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$166,472$479,348$461,724$254,998$246,590
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$171,180$178,957$323,745$446,024$626,135
Net income from unrelated business activities not included above$0$0$122,928$108,799$107,132
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0
Other income$0$5,363$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$20,988,612
Total lobbying expenditures$434,017
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$434,017
Other exempt purpose expenditures$20,554,595
Lobbying nontaxable amount$1,000,000
Grassroots nontaxable amount$250,000
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$92,942$79,504$13,438
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$92,942$79,504$13,438
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$13,438
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$13,438
Other deductions$0
Unrelated business taxable income$0
Unrelated business taxable income before net operating loss deduction$0
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$0
Specific deduction$1,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Trout Unlimited Inc711 Gypsy Ave, Staunton, VA 24401VA1972-03$47,796,309
2The Freshwater Trust65 Sw Yamhill St Ste 200, Portland, OR 97204-3317OR1989-03$5,378,430
3Valdez Fisheries Development AssocPO BOX 125, Valdez, AK 99686-0125AK1981-09$5,372,785
4Wild Salmon Center721 Nw 9th Ave Ste 300, Portland, OR 97209-3446OR1992-10$3,500,294
5Wild Fish ConservancyPO BOX 402, Duvall, WA 98019-0402WA1994-06$2,543,471
6South Puget Sound Salmon Enhancement Group6700 Martin Way E Ste 112, Olympia, WA 98516-5586WA1991-11$1,596,692
7Fish America Foundation1001 N Fairfax St Ste 501, Alexandria, VA 22314-1587VA1999-10$1,035,066
8Trout Unlimited, 544 Big BlackfootPO BOX 1, Ovando, MT 59854-0001MT1972-03$804,571
9Stilly-Snohomish Fisheries, Sound Salmon Solutions1911 Vernon Rd, Lake Stevens, WA 98258-8513WA1991-04$561,506
10Walleye For Tomorrow224 Auburn St, Fond Du Lac, WI 54935-3302WI1992-06$451,362
11Salmonid Restoration FederationPO BOX 784, Redway, CA 95560-0784CA1993-09$305,247
12Trout Unlimited, Trout Unlimited - Wyoming Council250 N 1st St, Lander, WY 82520WY1972-03$278,705
13Trout Unlimited, 290 Valley Forge17 Amy Ln, Malvern, PA 19355-2000PA1972-03$274,518
14Trout Unlimited, 66 Guadalupe RiverPO BOX 536, Austin, TX 78767-0536TX1972-03$160,706
15Trout UnlimitedPo Box 4069, Jackson, WY 83001WY1972-03$138,208
16Rowdy Creek Fish HatcheryPO BOX 328, Smith River, CA 95567-0328CA1974-07$101,491
17Salmon Restoration Association Of California IncPO BOX 1448, Fort Bragg, CA 95437-1448CA1991-08$89,386
18Trout Unlimited8835 W 11th Ave, Lakewood, CO 80215-4809CO1972-03$84,766
19Trout UnlimitedPo Box 214869, Auburn Hills, MI 48321-4869MI1972-03$76,233
20Trout Unlimited, Nothern Va Chapter #360Po Box 12182, Burke, VA 22009VA1972-03$0
Number of organizations performing similar types of work
Alaska7
California12
Colorado2
Connecticut1
Florida2
Idaho1
Illinois3
Massachusetts4
Maryland2
Maine4
Michigan5
Minnesota3
Mississippi1
Montana3
North Carolina2
New Hampshire1
New Jersey1
New Mexico1
New York6
Ohio1
Oregon5
Pennsylvania8
Tennessee1
Texas2
Virginia3
Washington17
Wisconsin2
Wyoming2
Total102
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralTrout Unlimited Inc711 Gypsy Ave, Staunton, VA 24401VA1972-03$47,796,309
SubordinateTrout Unlimited, Muskegon-White River Chapter Trout Unlimited532 Seminole Drive, Fremont, MI 49412MI1972-03$325,309
SubordinateTrout Unlimited, Montana CouncilPO BOX 7186, Missoula, MT 59807-7186MT1972-03$827,058
SubordinateTrout Unlimited, 544 Big BlackfootPO BOX 1, Ovando, MT 59854-0001MT1972-03$804,571
SubordinateTrout Unlimited, 037 DonegalPO BOX 8001, Lancaster, PA 17604-8001PA1972-03$365,375
SubordinateTrout Unlimited, Trout Unlimited - Wyoming Council250 N 1st St, Lander, WY 82520WY1972-03$278,705
SubordinateTrout Unlimited, 290 Valley Forge17 Amy Ln, Malvern, PA 19355-2000PA1972-03$274,518
SubordinateTrout Unlimited, 923 South Coast29262 Kensington Dr, Laguna Niguel, CA 92677-1600CA1972-03$219,413
SubordinateTrout Unlimited, Candelwood Valley Chapter Trout UnlimitedPo Box 3795, Danbury, CT 06813-3795CT1972-03$214,072
SubordinateTrout Unlimited, Boulder FlycastersPo Box 541, Boulder, CO 80306CO1972-12$213,073
SubordinateTrout Unlimited, Seneca Chapter Trout Unlimited38 Hamilton Rd, Port Allegany, PA 16743PA1972-12$186,109
SubordinateTrout Unlimited, 66 Guadalupe RiverPO BOX 536, Austin, TX 78767-0536TX1972-03$160,706
SubordinateTrout Unlimited, Mason-Griffith Founders Chapter Of Trout UnlimitedPo Box 502, Grayling, MI 49738MI1972-03$147,963
SubordinateTrout Unlimited, Aldo Leopold Chapter Trout Unlimited805 S Center Street, Beaver Dam, WI 53916WI1972-03$141,696
SubordinateTrout UnlimitedPo Box 230094, Grand Rapids, MI 49523-0094MI1972-03$141,339
SubordinateTrout UnlimitedPo Box 4069, Jackson, WY 83001WY1972-03$138,208
SubordinateTrout Unlimited, 168 Kiap-Tu-WishPO BOX 483, Hudson, WI 54016-0483WI1972-03$136,012
SubordinateTrout Unlimited, Ted Trueblood Chapter Of Trout Unlimited IncPo Box 1971, Boise, ID 83701ID1972-03$119,614
SubordinateTrout Unlimited, Virginia Council120 Pheasant Run, Waynesboro, VA 22980-7448VA1972-03$100,406
SubordinateTrout Unlimited, Southern Wisconsin Chapter Of Trout UnlimitedPO BOX 45555, Madison, WI 53744WI1972-03$86,299
Number of affiliated organizations
Alaska5
Alabama2
Arkansas4
Arizona5
California13
Colorado24
Connecticut9
District of Columbia1
Georgia14
Hawaii1
Iowa4
Idaho10
Illinois5
Indiana2
Kansas1
Kentucky3
Massachusetts13
Maryland7
Maine7
Michigan24
Minnesota10
Missouri4
Montana13
North Carolina16
Nebraska1
New Hampshire8
New Jersey11
New Mexico5
Nevada3
New York34
Ohio9
Oklahoma3
Oregon7
Pennsylvania54
Rhode Island2
South Carolina4
South Dakota1
Tennessee11
Texas1
Utah7
Virginia32
Vermont5
Washington28
Wisconsin24
West Virginia10
Wyoming14
Total471

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