Tahoma Associates (EIN 910894347) - 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

Legal Domicile

Principal Officer

Mark Kjelland

Phone

2536277980

Tax Period

2024-01-01 to 2024-12-31

Tahoma Associates is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $3.5M left a modest 9% surplus.

Mission

To support local citizens challenged by intellectual and other developmental disabilities, to live, work and play in, and contribute to our community through individualized training and supports to offer a whole-person approach to planning and services. Assisting people to achieve their own level of success and happiness.

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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 $2,023

Program Service Revenue $3,820,380

Investment Income $5,298

Other Revenue $7,800

TOTAL REVENUE $3,835,501

Expense Breakdown

Grants Paid $35,995

Salaries & Benefits $3,080,026

Fundraising Expenses $0

Program Expenses $3,106,101

Other Expenses $373,192

TOTAL EXPENSES $3,489,213

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,835,501	$3,639,830	+0.1%
Expenses	$3,489,213	$3,297,394	+0.1%
Net Income	$346,288	$342,436	+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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Kjelland	Executive Director	40.00		$174,006	$14,306	$188,312
Kim Kullman	Director	40.00		$108,000	$4,800	$112,800
Clint Smith	President	2.00	Officer Director	$0	$0	$0
Robert Speicher	Vice President	2.00	Officer Director	$0	$0	$0
Joe Irvina	Secretary	2.00	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
2024	No data	No data	No data	No data
2024	$3,835,501	$3,489,213	$4,569,968	$346,288
2023	$3,639,830	$3,284,106	$4,272,472	$355,724
2023	$3,639,830	$3,297,394	$4,290,441	$342,436
2022	$3,335,919	$2,834,937	$4,029,664	$500,982
2021	$3,026,578	$2,610,711	$3,377,788	$415,867
2020	$2,876,027	$2,630,346	$2,869,970	$245,681
2020	$2,876,027	$2,611,669	$2,888,647	$264,358
2019	$2,210,231	$2,106,062	$2,596,845	$104,169
2018	$2,096,813	$2,020,945	$2,479,565	$75,868

Tahoma Associates