2024-02-04T21:00:18-08:00 2023-03-31 274748700 NICOLE S SACHSE CPA 10666 DOGWOOD RD TRUCKEE CA 96161 990 2022-04-01 010974628 TAHOE FUND TAHO 7752980035 PO BOX 7124 TAHOE CITY CA 96145 AMY BERRY CEO 2024-02-04 true AMY BERRY 999009999 true Nicole S Sachse P01209756 5305501536 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z AMY BERRY PO BOX 7124 TAHOE CITY CA 96145 3343025 false X www.tahoefund.org X 2010 CA To use the power of philanthropy to improve the Lake Tahoe environment for all to enjoy. 22 22 9 37 0 3444310 3249015 1500 1500 208780 70760 -103240 -123138 3551350 3198137 967091 1071998 0 507496 715869 0 217817 563538 585031 2038125 2372898 1513225 825239 9891050 10050978 158433 175598 9732617 9875380 X To use the power of philanthropy to improve the Lake Tahoe environment for all to enjoy. false false 748186 409950 STEWARDSHIP: THE TAHOE FUND EXECUTES INITIATIVES AND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT ENCOURAGE GREATER STEWARDSHIP OF THE TAHOE BASIN. TAHOE FUND AWARDED A NUMBER OF GRANTS TO ORGANIZATIONS THAT ARE EXPANDING ACCESS AND INCLUSION IN TAHOE, INCLUDING YEA CAMPS WITH GATEWAY MOUNTAIN CENTER, NEW ACCESSIBILITY PROGRAMS WITH THE TAHOE RIM TRAIL, A YOUTH LEADERSHIP PROGRAM WITH ADVENTURE RISK CHALLENGE, AND SOS OUTREACH. THE TAHOE FUND CONTINUED TO FUND THE REGIONAL STEWARDSHIP COLLABORATION CALLED TAKE CARE TAHOE WITH NEW MESSAGES AND BILLBOARDS ON MAJOR HIGHWAYS INTO TAHOE AND WAS A MAJOR FUNDING PARTNER IN THE DEVELOPMENT OF THE NEW DESTINATION STEWARDSHIP PLAN. 515355 384710 RECREATION: THE TAHOE FUND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT WILL CREATE SUSTAINABLE OUTDOOR RECREATION. THE TAHOE FUND PROVIDED FUNDING FOR A NUMBER OF SUSTAINABLE RECREATION PROJECTS AROUND THE BASIN, INCLUDING THE EXTENSION OF THE EAST SHORE TRAIL, A NEW VISITOR CENTER AND AMPITHEATER AT SPOONER LAKE STATE PARK, THE MEEKS RIDGE TRAIL, AND THE COMPLETION OF WORK ON THE INCLINE FLUME TRAIL INCLUDING A NEW BRIDGE. 257617 84199 FOREST HEALTH: THE TAHOE FUND PROVIDES GRANTS TO INCREASE THE PACE AND SCALE OF FOREST RESTORATION IN THE TAHOE BASIN TO PREVENT CATASTROPHIC WILDFIRE. THE TAHOE FUND GRANTED MONEY TO LAKE TAHOE COMMUNITY COLLEGE FOR SCHOLARSHIPS OF THEIR FORESTRY PROGRAM TO EXPAND THE WORKFORCE, RESEARCH ON VULNERABLE POPULATIONS WITHIN THE WILDFIRE CONTEXT, AND HOSTED A WORKSHOP FOR MORE THAN 75 FIRE PROFESSIONALS TO BETTER UNDERSTAND THE SOCIAL SCIENCE BEHIND COMMUNITY ACCEPTANCE OF PRESCRIBED FIRES. 310287 193139 1500 1831445 true true false true false false false false false true true false false true true true true false false false false false false false true false false true false true false false false false false false false false false false false false false false false false false true 11 0 true 9 true false false false false false true true false 0 false false false false false false false X 22 22 true false false false false false false true true false false true true true true true true true true false CA NV X X Amy Berry 7753381668 948 Incline Way Incline Village NV 89451 AMY BERRY CEO 60.00 0.00 X 211595 0 16244 Karolina Hedman Director of Oper 60.00 0.00 104988 0 10794 CORY RITCHIE Chairman 10.00 0.00 X X 0 0 0 VERDI DISESA VICE CHAIR 3.00 0.00 X X 0 0 0 JULIE TEEL Secretary 2.00 0.00 X X 0 0 0 CHUCK SCHARER Treasurer 3.00 0.00 X X 0 0 0 PAUL FELTON Director 2.00 0.00 X 0 0 0 JIM BOYD Director 2.00 0.00 X 0 0 0 ALLEN BIAGGI Director 2.00 0.00 X 0 0 0 DEB HOWARD Director 2.00 0.00 X 0 0 0 TIM CASHMAN Director 2.00 0.00 X 0 0 0 TODD CHAPMAN Director 2.00 0.00 X 0 0 0 JIM PORTER Director 2.00 0.00 X 0 0 0 VICKIE HOLTMEIER Director 2.00 0.00 X 0 0 0 JOHN JONES Director 4.00 0.00 X 0 0 0 RYAN BUNTAIN Director 2.00 0.00 X 0 0 0 BILL DIETZ Director 2.00 0.00 X 0 0 0 STACEY CROWLEY Director 2.00 0.00 X 0 0 0 MATT LEVITT Director 2.00 0.00 X 0 0 0 CINDY GUSTAFSON Director 2.00 0.00 X 0 0 0 BETH TREACY Director 2.00 0.00 X 0 0 0 STEPHANIE TYLER Director 2.00 0.00 X 0 0 0 DEIDRA WALSH Director 2.00 0.00 X 0 0 0 KEVIN MARSHALL Director 2.00 0.00 X 0 0 0 MEG SANDMAN Director 2.00 0.00 X 0 0 0 316583 27038 2 false true false EXL Media 803 Tahoe Blvd 7 Incline Village NV 89451 TakeCare Billboard Media 164168 1 89200 60618 3099197 3249015 Fees & Contracts Gov Agencies 900099 1500 1500 1500 182465 182465 0 0 0 -111705 -111705 21750 89200 144888 -123138 -123138 0 0 0 3198137 1500 -52378 1071998 1071998 0 0 0 252667 176867 25267 50533 0 385305 243329 71584 70392 11496 7207 2165 2124 22066 13171 4476 4419 44335 29153 6791 8391 0 0 38390 38390 9000 9000 0 0 196208 74973 72191 49044 141407 140137 1270 0 67450 41968 12182 13300 0 11877 7126 2257 2494 17065 2761 14059 245 0 0 0 0 0 8621 8621 Printing and Publications 24653 4757 18216 1680 BANK & MERCHANT CARD FEES 23031 23031 Other 14825 1789 8093 4943 Postage and Shipping 13580 4598 8982 18924 7209 11715 2372898 1831445 323636 217817 496696 781386 0 1083529 1284667 0 0 0 0 0 16179 42124 2325 2325 0 0 0 50000 0 8294646 7892801 9891050 10050978 57367 7784 65000 132000 36066 35814 158433 175598 X 5957948 5695924 3774669 4179456 9732617 9875380 9891050 10050978 X 825239 -663802 -18674 X false true X true false X 1320784 2405184 2826345 3444310 3249015 13245638 0 0 1320784 2405184 2826345 3444310 3249015 13245638 319982 12925656 50938 60044 88414 151960 182465 533821 0 0 13779459 26789 0.93800 0.94550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 9000 9000 1822445 1831445 241572 60393 false 140954 204185 228002 241572 814713 1222070 7150 13600 11000 9000 40750 35239 51046 57001 60393 203679 305519 2553933 29271 -236520 45000 2301684 1950557 469663 145413 11700 2553933 594806 1070740 285011 1950557 345077 309224 -59495 594806 90146 250000 4931 345077 0.91000 0.09000 true false false 2325 2325 Beneficial Interest in Assets at Foundat 7892801 7892801 Funds Held For Others 8016 Payroll Liabilities 27798 35814 X 2565464 -663802 31129 -632673 3198137 3198137 2422701 31129 18674 49803 2372898 2372898 Part V, Line 4: Intended uses of the endowment fund. The Operating Endowment was established in 2015 by the board of directors to support the operating expenses of the organization. The current goal is to build the fund to a minimum of $1,000,000 with reinvestment of earnings and future restricted and unrestricted donations.Beginning with 19/20, a 2nd endowment fund, Trails Endowment, was started with restricted funds received from a donor in support of trail improvements around the Tahoe region. In 20/21, in addition to restricted funds, board designated funds were also added. Tahoe Fund's goal is to grow the fund to $3 million over time. Earnings from this fund are available for use immediately to suport the endowment's purpose. Part X : FIN48 Footnote Tahoe Fund is exempt from federal income taxes under the provisions of Internal Revenue Code Section 501(c)(3), and a similar exemption for California purposes. Tahoe Fund is not classified as a private foundation. Unrelated business income, if any, is taxed at regular corporate tax rates.Management has processes presently in place to ensure maintenance of its tax exempt statuses; to identify and report unrelated business income; to determine the filing and tax obligations for which there is nexus; and to identify and evaluate other matters that may be considered tax postions. Tahoe Fund has evaluated their tax positions and related income tax contingencies and do not believe that any material uncertain tax positions exist that require recognition or disclosure in the financial statements. Part XII, Line 2d: Other expenses and losses per audited F/S Unfulfilled Pledges $18674 false Annual Dinner 110950 89200 21750 65032 2500 77356 110950 89200 21750 65032 2500 77356 144888 -123138 true Achieve Tahoe PO Box 8339 Truckee CA 96162 680024920 501c(3) 100000 0 Recreation Clean Up The Lake PO Box 5016 Stateline NV 89449 825280324 501c(3) 47139 0 conservation EarthViews Conservtn Society 8451 Newland Dr Arvada CO 80003 920604860 501c(3) 21000 0 conservation Friends of Ski Run PO Box 13862 So Lake Tahoe CA 96151 300673247 501c(3) 117900 0 Recreation Great Basin Institute 16750 Mt Rose Highway Reno NV 89511 880431016 501c(3) 25000 0 recreation Incline Education Fund 948 Incline Way Incline Village NV 89451 853759623 501c(3) 19850 0 stewardship Lake Tahoe Bicycle Coalition PO Box 1147 Zephyr Cove NV 89448 271448444 501c(3) 15000 0 conservation/ transportation Lake Tahoe Com College Fndtn One College Dr So Lake Tahoe CA 96150 680383810 501c(3) 84000 0 conservation/ forest health Nevada Nordic PO box 5406 Incline Village NV 89450 473968778 501c(3) 10000 0 recreation Restoring the Lake Depths Fnd PO Box 644 Zephyr Cove NV 89448 844262550 501c(3) 10000 0 conservation Sierra Nevada Alliance PO Box 7989 So Lake Tahoe CA 96158 770343881 501c(3) 60000 0 stewardship SOS Outreach 948 Incline Way Incline Village NV 89451 841332544 501c(3) 40000 0 Stewardship Tahoe Area Mt Biking Assoc PO Box 13712 So Lake Tahoe CA 96151 911852297 501c(3) 139768 0 recreation Tahoe Backcountry Alliance PO Box 996 Truckee CA 96160 813760991 501c(3) 25000 0 stewardship Tahoe Instit Natural Sciences 948 Incline Way Incline Village NV 89451 272379984 501c(3) 24400 0 stewardship Tahoe Regional Planning Agenc PO Box 5310 Stateline NV 89449 941722895 52500 0 conservation/ stewardship Tahoe Rim Trail Association 128 Market St Ste 3E Stateline NV 89449 942789846 501c(3) 145917 0 recreation/ stewardship Tahoe Transportation District PO Box 499 Zephyr Cove NV 89448 680360922 46347 0 Recreation Travel North Tahoe Nevada 969 Tahoe Blvd Incline Village NV 89451 880273379 501c(6) 50000 0 conservation/ forest health US Forest Service PO Box 6200-09 Portland OR 97228 720564834 24777 0 recreation 19 1 Grantmaker's Description of How Grants are Used UPON AWARDING A GRANT, A WRITTEN REQUEST FOR A FINANCIAL REPORT OF HOW THE GRANT FUNDS WERE SPENT WITHIN 120 DAYS IS SUPPLIED. IF THE REPORT IS NOT PROVIDED, WE FOLLOW UP WITH THE GRANTEE TO UNDERSTAND WHY NOT. WE SOMETIMES GRANT EXTENSIONS IF A PROJECT HAS A REASONABLE DELAY. ADDITIONALLY, GRANTS TO PUBLIC AGENCIES FOR PROJECTS THAT RECEIVE STATE AND/OR FEDERAL FUNDING, REQUIRE THEM TO MEET FEDERAL OR STATE AUDITING GUIDELINES. X X X X false false false false false false false true false AMY BERRY CEO 178595 33000 7261 8983 227839 Part I, Line 7: Non-Fixed payments not listed above The CEO is paid a bonus determined by the executive committee based on performance and satisfaction of employees and the success of completing a listing of pre-defined tasks/goals in key areas such as; environmental project goals, board development, professional development, marketing/PR, donor campaigns, financial management, and completion of program related tasks. Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: RECREATION: THE TAHOE FUND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT WILL CREATE SUSTAINABLE OUTDOOR RECREATION. THE TAHOE FUND PROVIDED FUNDING FOR A NUMBER OF SUSTAINABLE RECREATION PROJECTS AROUND THE BASIN, INCLUDING THE EXTENSION OF THE EAST SHORE TRAIL, A NEW VISITOR CENTER AND AMPITHEATER AT SPOONER LAKE STATE PARK, THE MEEKS RIDGE TRAIL, AND THE COMPLETION OF WORK ON THE INCLINE FLUME TRAIL INCLUDING A NEW BRIDGE. OTHER PROGRAM SERVICES 5: FOREST HEALTH: THE TAHOE FUND PROVIDES GRANTS TO INCREASE THE PACE AND SCALE OF FOREST RESTORATION IN THE TAHOE BASIN TO PREVENT CATASTROPHIC WILDFIRE. THE TAHOE FUND GRANTED MONEY TO LAKE TAHOE COMMUNITY COLLEGE FOR SCHOLARSHIPS OF THEIR FORESTRY PROGRAM TO EXPAND THE WORKFORCE, RESEARCH ON VULNERABLE POPULATIONS WITHIN THE WILDFIRE CONTEXT, AND HOSTED A WORKSHOP FOR MORE THAN 75 FIRE PROFESSIONALS TO BETTER UNDERSTAND THE SOCIAL SCIENCE BEHIND COMMUNITY ACCEPTANCE OF PRESCRIBED FIRES. Form 990, Part VI, Section A, Line 2 Directors Paul Felton, Cory Ritchie and Tim Cashman have a business relationship. Form 990, Part VI, Section B, Line 11b STAFF IS RESPONSIBLE FOR PREPARING THE 990 WITH THE AID OF A PROFESSIONAL ACCOUNTING FIRM. THE 990 IS REVIEWED BY THE AUDIT COMMITTEE BEFORE BEING DISTRIBUTED TO THE FULL BOARD FOR REVIEW AFTER WHICH IT IS SUBMITTED TO THE IRS. Form 990, Part VI, Section B, Line 12c BOARD MEMBERS ARE REQUIRED TO RE-SIGN THE POLICY ANNUALLY AND FILL OUT AN ANNUAL DISCLOSURE FORM AT THE ANNUAL MEETING. BOARD CHAIR REVIEWS ALL POLICIES AND MAKES THE EXECUTIVE COMMITTEE AWARE OF ANY CONFLICTS. THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY NEW CONFLICTS AS SOON AS THEY ARISE. Form 990, Part VI, Section B, Line 15a THE CEO IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE WITH INPUT FROM THE FULL BOARD AT WHICH TIME THE COMPENSATION IS REVIEWED AND THEN SUBSEQUENTLY APPROVED BY THE BOARD. THE EXECUTIVE COMMITTEE DOES A COMPARATIVE ANALYSIS OF SALARIES OF OTHER NONPROFITS IN THE REGION AND IN THE SECTOR. Form 990, Part VI, Section B, Line 15b Board members are not compensated and there are no key employees Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND OTHER DOCUMENTS SUBJECT TO PUBLIC DISCLOSURE ARE AVAILABLE UPON REQUEST. All documents are available in pdf and can be emailed or printed and sent via us mail per the preference of the requester. Requests can be made via phone, email, or U.S. mail. Form 990, Part XI, Line 9 Unfulfilled Pledges = -$18674