FRIENDS OF TAHOE TRUCKEE WALDORF

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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

2016

Legal Domicile

Principal Officer

LIZ SHEPPARD

Phone

3109220200

Tax Period

2024-07-01 to 2025-06-30

FRIENDS OF TAHOE TRUCKEE WALDORF, founded in 2016, is a small nonprofit in the Education sector that reported $586K in total revenue in fiscal year 2024. The organization ran a surplus of $217K, a strong 37% operating margin.

Mission

RAISE AWARENESS, GENERATE FUNDING, AND BUILD COMMUNITY TO HELP SUPPORT THE DEVELOPMENT OF WALDORF EDUCATIONAL PROGRAMS IN THE GREATER TAHOE AREA.

Program Service Accomplishments

Program 1

Expenses: $327,383

FOTTW LEASED AND MAINTAINED A PROPERTY FOR WILD RIVER, THE LOCAL TK-8 WALDORF ENRICHMENT CENTER, TO SERVE ITS TK/KINDERGARTEN STUDENTS. WE ALSO FUNDRAISED A SIGNIFICANT AMOUNT IN ORDER TO OFFER...

FOTTW LEASED AND MAINTAINED A PROPERTY FOR WILD RIVER, THE LOCAL TK-8 WALDORF ENRICHMENT CENTER, TO SERVE ITS TK/KINDERGARTEN STUDENTS. WE ALSO FUNDRAISED A SIGNIFICANT AMOUNT IN ORDER TO OFFER PROGRAMMING FOR ALL STUDENTS WHO WANTED TO ATTEND WILD RIVER REGARDLESS OF INCOME LEVEL, AS WELL AS TO COVER TUITION FOR MANY LITTLE GEMS WALDORF PRESCHOOL EMPLOYEES. THE FUNDRAISING ALSO SUPPORTED DEVELOPMENT OF THE PROPERTY AT 12640 UNION MILLS ROAD TO BE ABLE TO INCREASE THE NUMBER OF STUDENTS THAT CAN BE SERVED AT THAT LOCATION FROM 44 TO APPROXIMATELY 98.

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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 $568,394

Program Service Revenue $15,945

Investment Income $4,173

Other Revenue $-2,875

TOTAL REVENUE $585,637

Expense Breakdown

Grants Paid $65,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $327,383

Other Expenses $303,978

TOTAL EXPENSES $368,978

Year-over-Year Comparison

	2024	2023	Change
Revenue	$585,637	$567,603	+0.0%
Expenses	$368,978	$571,737	-0.4%
Net Income	$216,659	$-4,134	-53.4%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIA ANDLER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN BELLO	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY BONDI	TREASURER	3.00	Officer Director	$0	$0	$0
BILLY GRIFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
SHAWNA JACOBY	SECRETARY	1.00	Officer Director	$0	$0	$0
JONATHAN JUNG	BOARD MEMBER	3.00	Director	$0	$0	$0
PATRICK KAMIN	BOARD MEMBER	1.00	Director	$0	$0	$0
KELSEY SCHROEDER	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ SHEPPARD	PRESIDENT	1.00	Officer 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	$585,637	$368,978	$3,553,463	$216,659
2024	$567,603	$571,737	$3,205,863	$-4,134
2023	$833,403	$1,070,369	$3,077,587	$-236,966
2022	$652,335	$565,428	$2,663,346	$86,907
2021	$330,683	$270,437	$2,552,203	$60,246
2020	$330,151	$305,885	$2,103,125	$24,266