TAHOE FUND (EIN 010974628) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

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.

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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%)

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$266,797

Total Directors

Key Employees

Highest Compensated

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

TAHOE FUND