North Lake Tahoe Fire Protection District Post-Retirement Plan and Trust (EIN 474310108) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Jackie Dunklee

Phone

7758338108

Tax Period

2024-07-01 to 2025-06-30

North Lake Tahoe Fire Protection District Post-Retirement Plan and Trust, founded in 2015, is a community nonprofit in the Mutual Benefit sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $903K, a strong 65% operating margin.

Mission

To provide post-employment benefits to eligible retiree participants, spouses and dependents.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,186,821

Investment Income $212,831

Other Revenue $0

TOTAL REVENUE $1,399,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,038

TOTAL EXPENSES $496,157

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,399,652	$1,557,518	-0.1%
Expenses	$496,157	$452,266	+0.1%
Net Income	$903,495	$1,105,252	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

N/A

Employees

N/A

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

Total Directors

$1,014,792

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Maples	Trustee	5.00	Director	$0	$90,848	$221,822
James Nelligan	Trustee	0.50	Director	$0	$97,852	$238,866
Russell Barnum	Trustee	0.50	Director	$0	$130,994	$323,182
Jackie Dunklee	Trustee	2.00	Director	$0	$69,552	$230,922

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	$1,399,652	$496,157	$4,530,981	$903,495
2024	$1,557,518	$452,266	$3,396,220	$1,105,252
2023	$874,791	$533,751	$2,737,393	$341,040
2022	$862,324	$559,678	$2,251,091	$302,646
2021	$835,377	$521,359	$2,222,716	$314,018
2019	$693,957	$474,955	$1,214,501	$219,002
2018	$748,157	$477,630	$636,306	$270,527

North Lake Tahoe Fire Protection District Post-Retirement Plan and Trust