2025-02-10T19:33:15-08:00 2024-03-31 274748700 NICOLE S SACHSE CPA 10666 DOGWOOD RD TRUCKEE CA 96161 990 2023-04-01 010974628 TAHOE FUND TAHO 7752980035 PO BOX 7124 TAHOE CITY CA 96145 AMY BERRY CEO 2025-02-10 true true Nicole S Sachse P01209756 5305501536 X 2023 2025-03-06 01:10:19Z AMY BERRY PO BOX 7124 TAHOE CITY CA 96145 4285231 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 7 37 0 3249015 3965703 1500 0 70760 291378 -123138 -141855 3198137 4115226 1071998 1028701 0 715869 790457 0 264267 585031 660496 2372898 2479654 825239 1635572 10050978 12411982 175598 95843 9875380 12316139 X To use the power of philanthropy to improve the Lake Tahoe environment for all to enjoy. false false 583182 158269 STEWARDSHIP: THE TAHOE FUND EXECUTES INITIATIVES AND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN THE LAKE TAHOE BASIN THAT ENCOURAGE GREATER STEWARDSHIP OF THE 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, ACCESSIBILITY IMPROVEMENTS FOR THE WATERMANS FOUNDATION, A NEW SCULTPURE AT TAHOE BLUE EVENTS CENTER MADE OF TRASH FOUND DURING THE 72-MILE SCUBA CLEAN UP AND SUPPORT TO ACHIEVE TAHOE FOR THEIR SUMMER PROGRAMS. 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 EXECUTION OF THE NEW DESTINATION STEWARDSHIP PLAN. 501838 336944 FOREST HEALTH: THE TAHOE FUND PROVIDES GRANTS TO INCREASE THE PACE AND SCALE OF FOREST RESTORATION IN THE TAHOE BASIN TO PREVENT CATASTROPHIC WILDFIRE. SOME OF THE HIGHLIGHTS INCLUDED A PILOT OF THE NEW BURNBOT REMOTE MASTICATOR, FUNDING FOR THE UNDERGROUNDING OF POWER LINES AT GLENBROOK, FILLED A FUNDING GAP ON A FUELS PROJECT IN NORTH LAKE TAHOE, SUPPORTED A CULTURAL FIRE TRAINING WITH THE WASHOE TRIBE, AND CONTINUED TO SUPPORT SCHOLARSHIPS AT THE LTCC FORESTRY PROGRAM. 371611 249367 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, RESTORATION OF 19 MILES OF TRAIL ON THE TAHOE RIM TRAIL IN DESOLATION WILDERNESS, A REROUTE ON THE TYROLIAN DOWNHILL, AND REGULAR TRAIL MAINTENANCE IN PARTNERSHIP WITH TAMBA AND TAHOE RIM TRAIL. 439237 284121 1895868 true true false true false false false false false true false false false true false 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 21 0 true 7 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 231722 0 13190 Caitlin Meyer Chief Prog Officer 60.00 0.00 144468 0 7145 Karolina Hedman Chief Oper Officer 60.00 0.00 120252 0 8600 CORY RITCHIE Chair 10.00 0.00 X X 0 0 0 VERDI DISESA VICE CHAIR 6.00 0.00 X X 0 0 0 JULIE TEEL Secretary 3.00 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 4.00 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 7.00 0.00 X 0 0 0 RYAN BUNTAIN Director 2.00 0.00 X 0 0 0 BILL DIETZ Director 1.50 0.00 X 0 0 0 STACEY CROWLEY Director 1.00 0.00 X 0 0 0 MATT LEVITT Director 2.00 0.00 X 0 0 0 CINDY GUSTAFSON Director 1.00 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 KEVIN MARSHALL Director 2.50 0.00 X 0 0 0 AMY OHRAN Director 2.00 0.00 X 0 0 0 496442 28935 3 false true false EXL Media 803 Tahoe Blvd 7 Incline Village NV 89451 TakeCare Billboard Media 140705 1 110126 166860 3688717 3965703 0 251882 251882 0 0 0 39496 39496 28150 110126 170005 -141855 -141855 0 0 0 4115226 149523 X 1028701 1028701 0 0 0 255450 178815 25545 51090 0 457631 294393 80948 82290 13920 8883 2487 2550 12231 7161 2488 2582 51225 33958 7698 9569 0 0 45016 45016 0 0 0 270407 131320 67677 71410 157220 157220 0 0 0 11877 7126 2257 2494 18847 4719 12372 1756 0 0 0 0 0 10310 10310 Printing and Publications 35161 8704 7095 19362 Supplies & Software 33096 16098 10284 6714 BANK & MERCHANT CARD FEES 29712 29584 128 Event Expenses 17195 17195 31655 1575 15758 14322 2479654 1895868 319519 264267 781386 146209 1827860 1284667 1390157 0 0 0 0 0 42124 22458 0 0 0 50000 50000 0 7892801 8975298 10050978 12411982 43598 51843 132000 44000 175598 95843 X 5695924 7189552 4179456 5126587 9875380 12316139 10050978 12411982 X 1635572 837509 -32322 X false true X true false X 2405184 2826345 3444310 3249015 3965703 15890557 0 0 2405184 2826345 3444310 3249015 3965703 15890557 365759 15524798 60044 88414 151960 182465 251882 734765 0 0 16625322 8105 0.93380 0.93800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 12000 12000 1883868 1895868 244793 61198 false 204185 228002 241572 244793 918552 1377828 13600 11000 9000 12000 45600 51046 57001 60393 61198 229638 344457 2301684 23945 419266 29117 2715778 2553933 29271 -236520 45000 2301684 1950557 469663 145413 11700 2553933 594806 1070740 285011 1950557 345077 309224 -59495 594806 0.00900 0.00087 0.00013 true false false Beneficial Interest in Assets at Foundat 8958596 Interest Receivable 16702 8975298 X 4981512 837509 28777 866286 4115226 4115226 2540753 28777 32322 61099 2479654 2479654 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 $46421 refunded grants from prior years $-14099 false Annual Dinner 138276 110126 28150 70852 2500 96653 138276 110126 28150 70852 2500 96653 170005 -141855 true Achieve Tahoe PO Box 8339 Truckee CA 96162 680024920 51206 0 Recreation Boys&Girls Club So Lake Tahoe PO Box 17846 So Lake Tahoe CA 96151 680241891 6780 0 recreation BurnBot Inc 310 Shaw Rd Suite D S San Francisco CA 94080 50000 0 forest health CA Dept of Parks & Recreation 1416 9th Street Room 1040 Sacramento CA 95814 680303606 15622 0 recreation California Tahoe Conservancy 101 Third St So Lake Tahoe CA 96150 680290132 100000 0 conservation CCC Foundation 269 S Beverly Dr Unit 746 Beverly Hills CA 90212 680160977 3 19389 0 forest health City of South Lake Tahoe 1901 Lisa Maloff Way Ste 210 So Lake Tahoe CA 96150 45000 0 transportation Clean Up The Lake PO Box 5016 Stateline NV 89449 825280324 3 38621 0 conservation FireAside 510 Red Hill Ave San Anselmo CA 94960 64500 0 forest health Gateway Mountain Center 10038 Meadow Way Unit D Truckee CA 96161 822347906 3 15000 0 Stewardship Girls on the Run 100 CA Ave Suite 210 Reno NV 89509 010901343 3 15000 0 recreation Glenbrook Underground 3470 GS Richards Blvd Carson City NV 89703 861791497 3 25000 0 forest health Lake Tahoe Com College Fndtn One College Dr So Lake Tahoe CA 96150 680383810 115997 0 conservation/ forest health Lake Tahoe Waterman Fndtn PO box 1001 Carnelian Bay CA 96140 472037857 3 14032 0 stewardship Lake Tahoe Wildlife Care 1551 Al Tahoe Blvd So Lake Tahoe CA 96150 942799765 20000 0 stewardship National Forest Foundation 27 Fort Missoula Rd Ste 3 Missoula MT 59804 521786332 14695 0 recreation Restoring the Lake Depths Fnd PO Box 644 Zephyr Cove NV 89448 844262550 25000 0 conservation Tahoe Area Mt Biking Assoc PO Box 13712 So Lake Tahoe CA 96151 911852297 108010 0 recreation Tahoe Backcountry Alliance PO Box 996 Truckee CA 96160 813760991 15000 0 recreation Tahoe Instit Natural Sciences 948 Incline Way Incline Village NV 89451 272379984 11250 0 stewardship Tahoe Regional Planning Agenc PO Box 5310 Stateline NV 89449 941722895 5500 0 conservation/stewardship Tahoe Resource Consv Distr 870 Emerald Bay Rd Suite 108 So Lake Tahoe CA 96150 942355693 75000 0 Conservation Tahoe Rim Trail Association 128 Market St Ste 3E Stateline NV 89449 942789846 95707 0 recreation Tahoe Truckee Community Fndtn PO Box 366 Truckee CA 96160 680416404 25000 0 stewardship Univ of Reno Foundation 1664 N Virginia St MS221 Reno NV 89557 942781749 3 38875 0 forest health 23 2 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 193222 38500 8928 4262 244912 Caitlin Meyer Chief Prog Officer 126468 18000 4451 2694 151613 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. Bonuses for highly compensated employees, not including the CEO, are determined by the CEO based on performance review and metrics defined annually. 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, RESTORATION OF 19 MILES OF TRAIL ON THE TAHOE RIM TRAIL IN DESOLATION WILDERNESS, A REROUTE ON THE TYROLIAN DOWNHILL, AND REGULAR TRAIL MAINTENANCE IN PARTNERSHIP WITH TAMBA AND TAHOE RIM TRAIL. 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. SOME OF THE HIGHLIGHTS INCLUDED A PILOT OF THE NEW BURNBOT REMOTE MASTICATOR, FUNDING FOR THE UNDERGROUNDING OF POWER LINES AT GLENBROOK, FILLED A FUNDING GAP ON A FUELS PROJECT IN NORTH LAKE TAHOE, SUPPORTED A CULTURAL FIRE TRAINING WITH THE WASHOE TRIBE, AND CONTINUED TO SUPPORT SCHOLARSHIPS AT THE LTCC FORESTRY PROGRAM. 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 Grant Refunds = $14099 Form 990, Part XI, Line 9 Unfulfilled Pledges = -$46421