TAHOE TRUCKEE COMMUNITY FOUNDATION

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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

1998

Legal Domicile

Principal Officer

STACY CALDWELL

Phone

5305871776

Tax Period

2024-07-01 to 2025-06-30

TAHOE TRUCKEE COMMUNITY FOUNDATION, founded in 1998, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.9M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $37.1M represent 37 months of operating reserves.

Mission

THE TAHOE TRUCKEE COMMUNITY FOUNDATION BRINGS TOGETHER TRUSTED PARTNERS TO ALIGN STRATEGIES AND INSPIRE PHILANTHROPY TO NURTURE A RESILIENT COMMUNITY AND ENVIRONMENT.

Program Service Accomplishments

Program 1

Expenses: $10,723,213 Revenue: $107,072

AS THE LARGEST GRANTMAKING ORGANIZATION IN THE LAKE TAHOE REGION, TAHOE TRUCKEE COMMUNITY FOUNDATION IS A CATALYST FOR STRENGTHENING OUR COMMNUNITY THROUGH EFFECTIVE PHILANTHROPY AND CIVIC...

AS THE LARGEST GRANTMAKING ORGANIZATION IN THE LAKE TAHOE REGION, TAHOE TRUCKEE COMMUNITY FOUNDATION IS A CATALYST FOR STRENGTHENING OUR COMMNUNITY THROUGH EFFECTIVE PHILANTHROPY AND CIVIC ENGAGEMENT. WE MOBILIZE RESOURCES, PROMOTE PHILANTHROPY, AND PROVIDE LEADERSHIP ON VITAL ISSUES IN THE TRUCKEE AND NORTH LAKE TAHOE REGION. WE LOOK FOR CHARITABLE PROJECTS THAT MAKE A LASTING DIFFERENCE AND COMMIT OUR RESOURCES TO THESE PROJECTS. WE HELP PEOPLE CREATE A LEGACY TO THE COMMUNITY THROUGH CHARITABLE GIVING WITHIN THEIR WILLS AND TRUSTS. WE ENCOURAGE INDIVIDUALS OF BOTH MODEST AND SUBSTANTIAL MEANS TO CONTRIBUTE TO A PERMANENT ENDOWMENT THAT ADDRESSES THE CHANGING NEEDS AND OPPORTUNITIES OF OUR REGION, MULTIPLYING THE IMPACT OF INDIVIDUAL GIVING BY POOLING RESOURCES FOR THE COMMON GOOD.

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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 $9,899,971

Program Service Revenue $0

Investment Income $1,877,488

Other Revenue $107,072

TOTAL REVENUE $11,884,531

Expense Breakdown

Grants Paid $9,334,002

Salaries & Benefits $1,529,418

Fundraising Expenses $350,900

Program Expenses $10,723,213

Other Expenses $1,015,019

TOTAL EXPENSES $11,878,439

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,884,531	$10,552,389	+0.1%
Expenses	$11,878,439	$6,271,855	+0.9%
Net Income	$6,092	$4,280,534	-1.0%

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

Volunteers

140

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

$519,207

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL AUSTIN	DIRECTOR	2.00	Director	$0	$0	$0
EMILY GENDRON	DIRECTOR	2.00	Director	$0	$0	$0
ALEX MOURELATOS	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIN YORK	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL SCHRADY	DIRECTOR	2.00	Director	$0	$0	$0
SHELLY PURDY	DIRECTOR	2.00	Director	$0	$0	$0
KELLEY CARROLL	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
ERIN KILMER-NEEL	VICE BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MIKE RAYFIELD	TREASURER	2.00	Officer Director	$0	$0	$0
JERUSHA HALL	SECRETARY	2.00	Officer Director	$0	$0	$0
STACY CALDWELL	CEO	40.00	Officer	$222,271	$13,336	$235,607
SACHE LEBLANC-CANTU	COO	40.00	Officer	$157,051	$6,167	$163,218
PHYLLIS MCCONN	COMMUNITY IMPACT OFFICER	40.00	Officer	$110,959	$9,423	$120,382
KRISTINA KIND	PROGRAM DIRECTOR	40.00	Highest	$102,788	$6,658	$109,446
PARISA NODEHI	DIRECTOR OF OPERATIONS	40.00	Highest	$100,486	$6,029	$106,515

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	$11,884,531	$11,878,439	$46,404,546	$6,092
2024	$10,552,389	$6,271,855	$42,728,160	$4,280,534
2023	$6,867,936	$6,322,414	$36,059,666	$545,522
2022	$11,545,723	$5,026,808	$35,455,329	$6,518,915
2022	$10,584,168	$5,026,808	$34,493,774	$5,557,360
2021	$6,953,426	$4,099,298	$34,379,556	$2,854,128
2020	$5,840,820	$4,258,619	$29,069,351	$1,582,201
2019	$3,923,100	$3,653,935	$27,838,018	$269,165
2018	$6,021,032	$3,389,667	$27,133,662	$2,631,365