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California Trout

[P] (415) 3928887 x 110
[F] (415) 3928895
[email protected]
Gabriella Roff
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 23-7097680 00000



Mission StatementMORE »

At California Trout, we believe that abundant wild fish indicate healthy waters and that healthy waters mean a better California. As such, we work to solve the state's complex resource issues while balancing the needs of wild fish and people

Mission Statement

At California Trout, we believe that abundant wild fish indicate healthy waters and that healthy waters mean a better California. As such, we work to solve the state's complex resource issues while balancing the needs of wild fish and people

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $7,805,214.00
Projected Revenue $7,817,214.00

ProgramsMORE »

  • South Coast Steelhead Coalition

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

At California Trout, we believe that abundant wild fish indicate healthy waters and that healthy waters mean a better California. As such, we work to solve the state's complex resource issues while balancing the needs of wild fish and people

Background Statement

For 47 years, CalTrout has been dedicated to protecting and restoring wild trout, steelhead, salmon and their waters throughout California. This mission requires us to address these challenges at the local, regional and statewide level simultaneously. Our core conservation strategy is to establish regional offices with expert conservation staff who are intimately familiar with local issues, work at the grassroots level to identify regional conservation goals and priorities, design long-term plans and implement, monitor and analyze the plans’ activities. Head quartered in San Francisco, CalTrout engages its 4,500 members to advocate for sound, science-based conservation solutions as well as water policy issues. CalTrout has a solid track record of working to protect and restore water resources in southern California: establishing the Southern California Steelhead Coalition, along with local watershed-focused chapters, including the South Coast Steelhead Coalition and the Santa Clara River Steelhead Coalition.

Sandra Jacobson, Ph.D. Sandra Jacobson is the Southern California Steelhead Coalition Manager employed by CalTrout, who was held this position since July 2014. This work reflects her commitment to preserving endangered trout and their habitat throughout California, and capitalizes on her experience in project management, data synthesis and educational outreach. With a doctorate in molecular genetics and as a biologist geared toward science-based conservation, Dr. Jacobson has worked closely with non-profit organizations, as well as state and federal agencies for the past ten years to secure grant funding and implement environmental projects in Southern California.

Impact Statement

Recent Accomplishments:
  • Began construction implementation for the $2 million barrier removal project on Woodman Creek, in order to restore unimpeded access for Chinook salmon, coho salmon, and steelhead from the mainstem Eel River
  • Coordinated partners and obtained funding to complete 65% designs and permitting for the fish passage barrier removal at the I-5 bridge array on Trabuco Creek, that will benefit endangered Southern steelhead by improving habitat in a stream channel that runs below five bridges
  • Implemented the Hidden Valley Ranch Efficiency and Cold Water Exchange Project to improve water conveyance efficiency, improve water quality, increase instream flow, and reduce take of listed species
Upcoming Goals:
Our 2017 State of the Salmonids II: Fish in Hot Water report is the guiding document for our new three-year strategic plan - findings of the report were a wake up call to do more and increase our impact. To achieve this, we have structured our work across Five Key Initiatives - strategies that the science-based findings in SOS II identified as necessary to return California's native fish to resilience:
1. Protect the Best: Salmon and Steelhead Strongholds and Wild Trout Waters
2. Integrate Wild Fish and Working Landscapes: Fish and People
3. Reconnect Habitat: Dams Out, Removing Migration Barriers
4. Steward Source Water Areas: Water Security for Fish and People
5. Restore Estuaries: The Land Sea Interface 

Needs Statement

1. General unrestricted funding - to cover our personnel and operating expenses, to allow us to build capacity in the regional offices, and to enable us to leverage small private dollars to obtain large government funding to complete our restoration work
2. Funding for Phase 2 of the Hart Ranch Instream Flow Enhancement Project
3. Funding for the I-5 Bridge Array Fish Passage Project
4. Funding to support critical science and research components of our work, conducted by the Center for Watershed Sciences at UC Davis

CEO Statement


Board Chair Statement


Other Ways to Donate/Volunteer

CalTrout accepts monetary donations via our website, simply click on the "Donate Now" button on our homepage

Geographic Area Served

South Orange County

Organization Categories

  1. Environment - Natural Resources Conservation & Protection
  2. -
  3. -



South Coast Steelhead Coalition

Historic populations of endangered Southern California steelhead have declined from over 46,000 fish returning annually to less than 500. Man-made fish passage barriers - dams, diversions, bridges - prevent steelhead from accessing headwaters with high quality habitat. 

The South Coast Steelhead Coalition integrates recovery efforts in focal watersheds to restore steelhead, conserve their ecological resilience, and protect watershed beneficial uses. The coalition focuses primarily on four high priority watersheds designated in the NMFS Recovery Plan: San Luis Rey River, Santa Margarita River, San Mateo Creek and San Juan/Trabuco Creek, but conducts outreach activities throughout the Santa Catalina BPG area. The coalition accomplishes these goals by submitting grant proposals to fund high priority projects and working with partners on implementation; holding quarterly Coalition meetings; and performing public outreach at environmental events, student classes, and volunteer field outings.
Budget  $365,000.00
Category  Environment, General/Other Watershed Conservation
Population Served General/Unspecified
Program Short-Term Success 

The following outcomes will be achieved during the next phase of the Coalition operations:

* Build South Coast Steelhead Coalition impact by implementing steelhead recovery projects and submitting grant proposals to fund these projects.

* Increase Coalition membership and capacity by holding quarterly meetings, and participating in regional environmental groups.

* Advance the scientific basis of Coalition operations through submission of white papers, technical memos or manuscripts, presenting at professional conferences, and submitting public comment letters.

* Promote public outreach and education by hosting steelhead outreach presentations/booths, and volunteer field work days, and producing brochures/fact sheets for general public, student, professional audiences.

Program Long-Term Success 

The South Coast Steelhead Coalition operates within the guidelines of the Coalition Strategic and Implementation Plan. This Plan outlines specific recovery actions and provides a prioritized project list and an implementation timeline. There remains much to be done in moving design projects into implementation for fish passage barrier remediation, continuing steelhead habitat improvement through non-native aquatic species and vegetation removal, pursuing regional projects that increase water quality and water quantity, and making meaningful improvement in community-based recognition of healthy watersheds and robust fisheries.

The long-term goal of the program is to recover historically abundant populations of endangered Southern California Steelhead by removing migration barriers and restoring degraded habitat.

Program Success Monitored By 

Program success will be measured by successful completion of stated goals and deliverables.

In addition, the coalition will publish an annual report summarizing and quantifying the impacts of Coalition activities, such as number of habitat acres or stream miles affected; dollar values of habitats or applied treatments; number of volunteers engaged, etc. during the report period.

Examples of Program Success 

Established by CalTrout in 2012, the Coalition now includes >35 federal, state, and local agencies, tribal nations, water districts and environmental organizations.

Recent progress demonstrates the Coalition’s focus on meeting operational targets and conservation goals aligned with recovery of endangered Southern steelhead. Led by CalTrout’s Sandra Jacobson, accomplishments in 2016 include:

1. Organizing quarterly Coalition meetings;

2) Systematically implementing the Strategic and Implementation Plan;

3) Securing $784,872 in grant funding for steelhead recovery projects;

4) Presenting at three professional conferences/environmental group meetings;

5) Participating in three steelhead information public outreach events;

6) Participating in regional watershed stakeholder meetings;

7) Participating in 18 field outings relating to Coalition recovery efforts;

8) Co-authoring a manuscript published in a peer-reviewed journal for the Southern California O. mykiss population genetics study.


CEO/Executive Director Curtis Knight
CEO Term Start 2014
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



Staff Information

Number of Full Time Staff 21
Number of Part Time Staff 6
Number of Volunteers 0
Number of Contract Staff 1
Staff Retention Rate % --
Staff Professional Development --

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: --
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments


Foundation Comments



Board Chair Andrew Bassak
Board Chair Company Affiliation --
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Gary V. Arabian -- Voting
Andrew Bassak -- --
Tony Brookfield -- --
George Choe -- --
Edward De La Rosa -- --
Andy Eckert -- --
Bill Epstein -- --
Dick Galland -- --
Rick Kaufman -- --
Loretta Keller -- --
Tom Larsen -- --
Charles Linker -- --
Laureston McLellan -- --
Robert Payne -- --
Steve Rogers -- --
Bob Rosenberg -- --
Linda Rosenberg Ach -- Voting
Scott Tucker -- --
Paul Vais -- --
Richard West -- --
Jeff Williams -- --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 19
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 2
Male: 19
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % --
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation --

CEO Comments


Foundation Comments


Standing Committees



Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $7,817,214.00
Projected Expenses $7,805,214.00
Form 990s

2018 Form 990

2017 Form 990

2016 Form 990

2015 CalTrout Form 990 FY 2016

Audit Documents

2016 Combined Financial Statements

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $6,961,537 $4,978,809 $6,977,384
Total Expenses $6,929,904 $5,896,349 $5,482,405

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$2,769,538 $2,835,670 $4,487,934
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $0
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $3,477,612 $2,049,885 $2,372,817
Investment Income, Net of Losses $1,053 $1,017 $43
Membership Dues -- -- $0
Special Events $640,375 $1,000 $113,208
Revenue In-Kind $66,249 $91,227 $0
Other $6,710 $10 $-109,826

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $6,037,561 $4,803,823 $4,795,394
Administration Expense $391,208 $389,620 $257,984
Fundraising Expense $501,135 $702,906 $429,027
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 1.00 0.84 1.27
Program Expense/Total Expenses 87% 81% 87%
Fundraising Expense/Contributed Revenue 15% 25% 9%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $3,314,687 $2,428,271 $3,587,256
Current Assets $3,304,385 $2,415,643 $3,097,926
Long-Term Liabilities -- -- $52,162
Current Liabilities $1,719,152 $864,369 $1,053,652
Total Net Assets $1,595,535 $1,563,902 $2,481,442

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 1.92 2.79 2.94

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 1%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments


Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.


Other Documents

No Other Documents currently available.