TAHOE FUND

EIN: 010974628 501(c)(3) Environment

TAHOE CITY, CA

Total Revenue
$5,556,780
Total Expenses
$3,078,333
Total Assets
$14,900,652
Net Assets
$14,760,714
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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
CA
Principal Officer
AMY BERRY
Phone
7752980035
Tax Period
2024-04-01 to 2025-03-31

TAHOE FUND, founded in 2010, is a community nonprofit in the Environment sector that reported $5.6M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 45% operating margin.

Mission

To use the power of philanthropy to improve the Lake Tahoe environment for all to enjoy.

Program Service Accomplishments

Program 1
Expenses: $834,649

RECREATION: THE TAHOE FUND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT WILL CREATE SUSTAINABLE OUTDOOR RECREATION. THE TAHOE FUND PROVIDED FUNDING FOR A NUMBER OF...

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RECREATION: THE TAHOE FUND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT WILL CREATE SUSTAINABLE OUTDOOR RECREATION. THE TAHOE FUND PROVIDED FUNDING FOR A NUMBER OF SUSTAINABLE RECREATION PROJECTS AROUND THE BASIN, INCLUDING THE EXTENSION OF THE EAST SHORE TRAIL WITH FUNDING FOR NEW PARKING LOTS ALONG SR28, THE MEEKS RIDGE TRAIL ON THE WEST SHORE OF TAHOE, AND GROOMING OF XC TRAILS WITH NEVADA NORDIC.

Program 2
Expenses: $784,031

STEWARDSHIP: THE TAHOE FUND EXECUTES INITIATIVES AND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT ENCOURAGE GREATER STEWARDSHIP OF THE TAHOE BASIN. TAHOE FUND...

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STEWARDSHIP: THE TAHOE FUND EXECUTES INITIATIVES AND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT ENCOURAGE GREATER STEWARDSHIP OF THE TAHOE BASIN. TAHOE FUND AWARDED A NUMBER OF GRANTS TO ORGANIZATIONS THAT ARE EXPANDING ACCESS AND INCLUSION IN TAHOE, INCLUDING SOS OUTREACH TO GET UNDERSERVED KIDS OUT SKIING AND RIDING, ACCESSIBLITY IMPROVEMENTS AT WATERMANS LANDING, NEW INTERPRETIVE PANELS AT THE CRYSTAL BAY FIRE LOOKOUT AND MURALS IN FOREST SERVICE PIT TOILETS. THE TAHOE FUND CONTINUED TO FUND THE REGIONAL STEWARDSHIP COLLABORATION CALLED TAKE CARE TAHOE WITH NEW MESSAGES AND BILLBOARDS ON MAJOR HIGHWAYS INTO TAHOE AND WAS A MAJOR FUNDING PARTNER IN THE EXECUTION OF THE NEW DESTINATION STEWARDSHIP PLAN.

Program 3
Expenses: $470,664

FOREST HEALTH: THE TAHOE FUND PROVIDES GRANTS TO INCREASE THE PACE AND SCALE OF FOREST RESTORATION IN THE TAHOE BASIN TO PREVENT CATASTROPHIC WILDFIRE. SOME OF THE HIGHLIGHTS INCLUDED A NEW...

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FOREST HEALTH: THE TAHOE FUND PROVIDES GRANTS TO INCREASE THE PACE AND SCALE OF FOREST RESTORATION IN THE TAHOE BASIN TO PREVENT CATASTROPHIC WILDFIRE. SOME OF THE HIGHLIGHTS INCLUDED A NEW MASTICATION MACHINE FOR SOUTH LAKE TAHOE, SPONSORSHIP OF THE CA GOVERNORS WILDFIRE TASK FORCE CONVENING, AND SCHOLARSHIPS FOR FORESTY STUDENTS AT LAKE TAHOE COMMUNITY COLLEGE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,924,943
Program Service Revenue $6,000
Investment Income $769,836
Other Revenue $-143,999
TOTAL REVENUE $5,556,780

Expense Breakdown

Grants Paid $1,414,241
Salaries & Benefits $833,775
Fundraising Expenses $282,561
Program Expenses $2,429,191
Other Expenses $830,317
TOTAL EXPENSES $3,078,333

Year-over-Year Comparison

2024 2023 Change
Revenue $5,556,780 $4,115,226 +0.4%
Expenses $3,078,333 $2,479,654 +0.2%
Net Income $2,478,447 $1,635,572 +0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
23
Independent Members
23
Employees
11
Volunteers
41

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$266,797
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY BERRY CEO 60.00
Officer
$257,422 $9,375 $266,797
Caitlin Meyer Chief Prog Officer 40.00
$153,208 $4,499 $157,707
Karolina Hedman Chief Oper Officer 60.00
$133,244 $5,986 $139,230
Caroline Waldman Sr Comms Dir 40.00
$102,954 $4,348 $107,302
VERDI DISESA Chair 5.00
Officer Director
$0 $0 $0
KEVIN MARSHALL VICE CHAIR 2.00
Officer Director
$0 $0 $0
JULIE TEEL Secretary 1.00
Officer Director
$0 $0 $0
CHUCK SCHARER Treasurer 3.00
Officer Director
$0 $0 $0
PAUL FELTON Director 1.00
Director
$0 $0 $0
JIM BOYD Director 2.00
Director
$0 $0 $0
ALLEN BIAGGI Director 2.00
Director
$0 $0 $0
DEB HOWARD Director 4.00
Director
$0 $0 $0
TIM CASHMAN Director 2.00
Director
$0 $0 $0
TODD CHAPMAN Director 2.00
Director
$0 $0 $0
JIM PORTER Director 4.00
Director
$0 $0 $0
VICKIE HOLTMEIER Director 3.00
Director
$0 $0 $0
JOHN JONES Director 6.00
Director
$0 $0 $0
RYAN BUNTAIN Director 2.00
Director
$0 $0 $0
BILL DIETZ Director 1.50
Director
$0 $0 $0
STACEY CROWLEY Director 1.00
Director
$0 $0 $0
MATT LEVITT Director 2.00
Director
$0 $0 $0
CINDY GUSTAFSON Director 1.00
Director
$0 $0 $0
BETH TREACY Director 2.00
Director
$0 $0 $0
STEPHANIE TYLER Director 2.00
Director
$0 $0 $0
SHAYDAR EDELMANN Director 2.00
Director
$0 $0 $0
CORY RITCHIE Director 2.00
Director
$0 $0 $0
KELLIE KESSEL Director 2.00
Director
$0 $0 $0
AMY OHRAN Director 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $5,556,780 $3,078,333 $14,900,652 $2,478,447
2024 $4,115,226 $2,479,654 $12,411,982 $1,635,572
2023 $3,198,137 $2,372,898 $10,050,978 $825,239
2022 $3,551,350 $2,038,125 $9,891,050 $1,513,225
2021 $4,440,686 $1,711,813 $8,741,450 $2,728,873
2020 $2,389,529 $1,156,815 $4,724,651 $1,232,714
2018 $1,318,489 $871,795 $3,477,352 $446,694
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