The Tahoe Douglas Fire Protection District Post Retirement Plan (EIN 451290168) - 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

2011

Legal Domicile

Principal Officer

Benjamin P Sharit

Phone

7755883591

Tax Period

2023-01-01 to 2023-12-31

The Tahoe Douglas Fire Protection District Post Retirement Plan, founded in 2011, is a small nonprofit in the Mutual Benefit sector that reported $684K in total revenue in fiscal year 2023. Revenue surged 557% from the prior year, signaling strong growth momentum. The organization ran a surplus of $198K, a strong 29% operating margin.

Mission

To provide health, medical, & other benefits for Tahoe Douglas FPD qualifying retirees.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $684,394

Other Revenue $0

TOTAL REVENUE $684,394

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $78,150

TOTAL EXPENSES $486,595

Year-over-Year Comparison

	2023	2022	Change
Revenue	$684,394	$104,152	+5.6%
Expenses	$486,595	$538,869	-0.1%
Net Income	$197,799	$-434,717	-1.5%

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

N/A

Employees

N/A

Volunteers

N/A

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

$152,507

Total Directors

$640,747

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Benjamin P Sharit	Chairperson	0.10	Officer Director	$0	$10,281	$10,281
Charles A Salerno Jr	Vice Chairperson (Until Apr 23)	0.10	Officer Director	$0	$28,436	$142,226
Bill W Johnson	Secretary/Treasurer (Until June 23)	0.10	Officer Director	$0	$0	$0
Scott E Vandover	Trustee	0.10	Director	$0	$27,555	$140,192
Scott Lindgren	Trustee	0.10	Director	$0	$0	$216,448
Matt Steventon	Trustee (From Aug 23)	0.10	Director	$0	$20,602	$131,600

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
2024	No data	No data	No data	No data
2023	$684,394	$486,595	$14,580,907	$197,799
2022	$104,152	$538,869	$12,768,014	$-434,717
2021	$623,823	$589,500	$15,433,325	$34,323
2020	$821,605	$573,579	$13,754,843	$248,026
2019	$957,612	$637,488	$12,523,839	$320,124
2018	$897,449	$611,202	$10,240,428	$286,247

The Tahoe Douglas Fire Protection District Post Retirement Plan