TAHOE MOUNTAIN RESORTS FOUNDATION (EIN 571160353) - 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

2003

Legal Domicile

Principal Officer

JOHN JEWETT

Phone

5305872222

Tax Period

2023-01-01 to 2023-12-31

TAHOE MOUNTAIN RESORTS FOUNDATION, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $724K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $377K, a strong 52% operating margin.

Mission

THE FOUNDATION'S PURPOSE IS TO LESSEN THE BURDENS OF GOVERNMENT FOR COMMUNITIES LOCATED IN THE VICINITY OF THE TOWN OF TRUCKEE, N. LAKE TAHOE AND MARTIS VALLEY. THIS INCLUDES PROVIDING EDUCATIONAL OPPORTUNITIES IN RECREATIONAL PROGRAMS, PERFORMING ARTS, LOCAL LIBRARIES, CIVIC AND CULTURAL PROGRAMS, HISTORICAL PRESERVATION, AND OTHER INITIATIVES TO PROMOTE HEALTH AND WELFARE OF CITIZENS.

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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 $662,255

Program Service Revenue $0

Investment Income $61,858

Other Revenue $0

TOTAL REVENUE $724,113

Expense Breakdown

Grants Paid $316,999

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $316,999

Other Expenses $30,129

TOTAL EXPENSES $347,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$724,113	$618,846	+0.2%
Expenses	$347,128	$254,705	+0.4%
Net Income	$376,985	$364,141	+0.0%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ISABEL DOMEYKO TAYLOR	Director	Director	$0	$0	$0
ED MORGAN	Director	Director	$0	$0	$0
JEFF BROWN	Vice President	Director	$0	$0	$0
SHELBY JONES	Treasurer	Officer	$0	$0	$0
JOHN JEWETT	President	Officer	$0	$0	$0
JASMINE WATTS	Secretary	Officer	$0	$0	$0
MICHAEL PARK	Director	Officer	$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
2024	No data	No data	No data	No data
2023	$724,113	$347,128	$3,676,512	$376,985
2022	$618,846	$254,705	$3,103,704	$364,141
2021	$812,717	$204,096	$2,871,539	$608,621
2020	$851,881	$349,549	$2,164,774	$502,332
2019	$232,707	$140,766	$1,621,329	$91,941
2018	$372,312	$118,961	$1,473,607	$253,351

TAHOE MOUNTAIN RESORTS FOUNDATION