TAHOE FOREST HEALTH SYSTEM FOUNDAT… - Form 990 Financial Data

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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

1987

Legal Domicile

Principal Officer

KARLI BUNNELL

Phone

5305826329

Tax Period

2024-07-01 to 2025-06-30

TAHOE FOREST HEALTH SYSTEM FOUNDATION, founded in 1987, is a community nonprofit in the Health Care sector that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 197% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 69% operating margin.

Mission

TAHOE FOREST HEALTH SYSTEM FOUNDATION CREATES A CULTURE OF COLLABORATION WHICH FACILITATES THE EXPLORATION OF CREATIVE OPPORTUNITIES AND SOLUTIONS THAT RESULT IN EXCELLENCE IN COMMUNITY HEALTH CARE.

Program Service Accomplishments

Program 1

Expenses: $694,178 Revenue: $0

PROVIDE FUNDING TO INCREASE SCREENING AND IDENTIFICATION OF MENTAL HEALTH NEEDS, ACCESS TO MENTAL HEALTH CARE, AND COMMUNITY SUPPORT AND AWARENESS. PROGRAMMING INCLUDES DEPRESSION SCREENING, STRESS REDUCTION FOR TEENS, STRESS RELIEF FOR SENIORS, A SUICIDE PREVENTION COALITION, AND ADVERSE CHILDHOOD EXPERIENCES (ACES) TO HELP IMPROVE AND SAVE LIVES.

Program 2

Expenses: $258,957 Revenue: $0

PROVIDE SUPPORT TO VARIOUS HOSPITAL PROGRAMS AND PURCHASE OF PATIENT CARE EQUIPMENT.

Program 3

Expenses: $147,473 Revenue: $0

PROVIDED SUPPORT TO THE TAHOE FOREST HOSPITAL DISTRICT CANCER CENTER'S PATIENT AND FAMILY SUPPORT PROGRAMS. THESE PROGRAMS ADDRESS SOCIAL, PSYCHOLOGICAL, EMOTIONAL, AND FUNCTIONAL NEEDS BEFORE...

PROVIDED SUPPORT TO THE TAHOE FOREST HOSPITAL DISTRICT CANCER CENTER'S PATIENT AND FAMILY SUPPORT PROGRAMS. THESE PROGRAMS ADDRESS SOCIAL, PSYCHOLOGICAL, EMOTIONAL, AND FUNCTIONAL NEEDS BEFORE, DURING, AND AFTER THE COURSE OF TREATMENT. THE PROGRAMS USE AN INTEGRATED, WHOLE-PERSON APPROACH THAT ADDRESSES THE SOCIAL, EMOTIONAL, AND FUNCTIONAL ASPECTS OF A PATIENT'S CANCER JOURNEY TO IMPROVE THE QUALITY OF LIFE FOR THE PATIENT, THE FAMILY, AND THE CAREGIVER AT NO COST TO THE PATIENTS.

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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 $3,547,502

Program Service Revenue $0

Investment Income $150,818

Other Revenue $-65,236

TOTAL REVENUE $3,633,084

Expense Breakdown

Grants Paid $1,100,608

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,100,608

Other Expenses $20,634

TOTAL EXPENSES $1,121,242

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,633,084	$1,223,149	+2.0%
Expenses	$1,121,242	$717,865	+0.6%
Net Income	$2,511,842	$505,284	+4.0%

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

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

$1,648,102

Total Directors

$703,814

Key Employees

$320,085

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA ROTH	CEO, TFHD & DIRECTOR (AS OF 03/25)	0.50	Officer Director	$0	$0	$0
LOUIS WARD - INTERIM	CEO, TFHD & DIRECTOR (THRU 03/25)	0.50	Officer Director	$0	$68,180	$703,814
BRECK OVERALL	CHAIR	0.50	Officer Director	$0	$0	$0
ALICIA BARR	DIRECTOR	0.50	Director	$0	$0	$0
SANDRA CATH	DIRECTOR	0.50	Director	$0	$0	$0
ALAN KERN	DIRECTOR	0.50	Director	$0	$0	$0
LAUREN LESSARD PHD	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL MCGARRY	EX OFFICIO MEMBER	0.50	Director	$0	$0	$0
TRINKIE WATSON	DIRECTOR (THRU 01/25)	0.50	Director	$0	$0	$0
SCOTT WESSEL	DIRECTOR	0.50	Director	$0	$0	$0
CRYSTAL FELIX	CFO, TFHD & TREASURER	0.50	Officer	$0	$86,315	$639,472
KARLI BUNNELL	EXECUTIVE DIRECTOR	16.00	Officer	$0	$55,746	$304,816
JAYE CHASSEUR	CONTROLLER, TFHD	0.50	Key Emp	$0	$45,138	$320,085
HARRY WEIS	FORMER OFFICER	0.00		$0	$67,897	$1,240,924

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	$3,633,084	$1,121,242	$6,932,287	$2,511,842
2024	$1,223,149	$717,865	$4,079,054	$505,284
2023	$934,511	$1,090,629	$3,537,453	$-156,118
2022	$1,099,716	$1,070,646	$3,477,010	$29,070
2021	$934,980	$500,112	$3,742,507	$434,868
2020	$1,276,118	$790,061	$2,963,058	$486,057
2019	$748,077	$861,761	$2,506,572	$-113,684
2018	$827,624	$344,537	$2,935,220	$483,087

TAHOE FOREST HEALTH SYSTEM FOUNDATION