2026-05-15T15:44:54-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 943047869 TAHOE FOREST HEALTH SYSTEM FOUNDATION TAHO 5305826329 PO BOX 2508 TRUCKEE CA 961602508 KARLI BUNNELL EXECUTIVE DIRECTOR 5305826329 2026-05-15 1 1 WENDY CAMPOS P00448102 4159561500 2026-05-15 2024 2025-03-06 01:10:19Z KARLI BUNNELL PO BOX 2508 TRUCKEE CA 961602508 3718440 0 X HTTPS://WWW.TFHD.COM/GIVING X 1987 CA TO CREATE A CULTURE OF COLLABORATION WHICH RESULTS IN EXCELLENCE IN COMMUNITY HEALTH CARE. 8 8 5 50 0 0 1189423 3547502 0 0 33726 150818 0 -65236 1223149 3633084 708697 1100608 0 0 0 0 0 0 0 9168 20634 717865 1121242 505284 2511842 4079054 6932287 21676 160408 4057378 6771879 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. 0 0 694178 694178 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. 258957 258957 0 PROVIDE SUPPORT TO VARIOUS HOSPITAL PROGRAMS AND PURCHASE OF PATIENT CARE EQUIPMENT. 147473 147473 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, 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. 1100608 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X TAHOE FOREST HOSPITAL DISTRICT JAYE CHASSEUR CONTROLLER 5305823489 10121 PINE AVENUE TRUCKEE CA 96160 ANNA ROTH CEO, TFHD & DIRECTOR (AS OF 03/25) 0.50 39.50 X X 0 0 0 LOUIS WARD - INTERIM CEO, TFHD & DIRECTOR (THRU 03/25) 0.50 39.50 X X 0 635634 68180 BRECK OVERALL CHAIR 0.50 0.00 X X 0 0 0 ALICIA BARR DIRECTOR 0.50 0.00 X 0 0 0 SANDRA CATH DIRECTOR 0.50 0.00 X 0 0 0 ALAN KERN DIRECTOR 0.50 0.00 X 0 0 0 LAUREN LESSARD PHD DIRECTOR 0.50 0.00 X 0 0 0 MICHAEL MCGARRY EX OFFICIO MEMBER 0.50 0.00 X 0 0 0 TRINKIE WATSON DIRECTOR (THRU 01/25) 0.50 0.00 X 0 0 0 SCOTT WESSEL DIRECTOR 0.50 0.00 X 0 0 0 CRYSTAL FELIX CFO, TFHD & TREASURER 0.50 39.50 X 0 553157 86315 KARLI BUNNELL EXECUTIVE DIRECTOR 16.00 24.00 X 0 249070 55746 JAYE CHASSEUR CONTROLLER, TFHD 0.50 39.50 X 0 274947 45138 HARRY WEIS FORMER OFFICER 0.00 0.00 X 0 1173027 67897 0 2885835 323276 0 1 1 0 0 147659 109540 619233 2671070 1001259 3547502 150818 150818 20120 147659 85356 -65236 -65236 3633084 0 0 85582 1092348 1092348 8260 8260 20634 20634 1121242 1100608 20634 0 252656 152333 1733601 4620589 183057 83601 1909740 2075764 4079054 6932287 8391 5996 13285 154412 21676 160408 X 679315 2206519 3378063 4565360 4057378 6771879 4079054 6932287 X 2511842 202659 X 0 1 X 1 0 X X 1 TAHOE FOREST HOSPITAL DISTRICT 946004062 6 1 1171704 0 1 1171704 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1633105 150128 22102 1761131 1510772 142429 20096 1633105 1664641 -135027 18842 1510772 1847728 100 -163029 20158 1664641 1550602 800 315244 18918 1847728 0.00000 0.00000 1.00000 1 0 0 BENEFICIAL INTEREST IN COMMUNITY FOR CANCER CARE ENDOWMENT 2075764 2075764 DUE TO INCLINE VILLAGE COMMUNITY HOSPITAL 87416 DUE TO TAHOE FOREST HOSPITAL DISTRICT 66996 154412 4739281 817760 288015 1105775 3633506 -422 -422 3633084 2024780 817760 85356 903116 1121664 -422 -422 1121242 PART IV, LINE 2B: TAHOE FOREST HOSPITAL DISTRICT (DISTRICT) HAS CREATED AN EMPLOYEE ASSISTANCE FUND (EAF) TO SET ASIDE MONIES FOR EMPLOYEES OF THE DISTRICT TO USE FOR FINANCIAL EMERGENCIES. THE EAF IS HELD IN TRUST BY THE TAHOE FOREST HEALTH SYSTEM FOUNDATION AND ADMINISTERED BY THE DISTRICT'S HUMAN RESOURCES DEPARTMENT. PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO SUPPORT THE CANCER CENTER IN THE TREATMENT, SUPPORT, AND PREVENTION OF CANCER. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 202,659. FUNDRAISING EXPENSES 85,356. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 85,356. 75TH ANNIVERSARY 167779 147659 20120 5600 28360 51396 167779 147659 20120 5600 28360 51396 85356 -65236 1 TAHOE FOREST HOSPITAL DISTRICT PO BOX 759 TRUCKEE CA 96160 946004062 115(1) 1086348 0 TO SUPPORT AND ENHANCE HEALTH CARE IN THE DISTRICT'S SERVICE AREA TAHOE TRUCKEE COMMUNITY FOUNDATION PO BOX 366 TRUCKEE CA 96160 680416404 501(C)(3) 6000 0 AUXILIARY SCHOLARSHIPS FOR VOLUNTEER SERVICES 2 0 EMPLOYEE ASSISTANCE 74 8260 PART I, LINE 2: THE FOUNDATION EXISTS TO SUPPORT AND ENHANCE HEALTH CARE IN THE TAHOE FOREST HOSPITAL DISTRICT'S (THE DISTRICT) SERVICE AREA. ACCORDINGLY, THE FOUNDATION'S ASSISTANCE REPRESENTS PAYMENTS DIRECTLY MADE TO THE DISTRICT IN FURTHERANCE OF THESE PURPOSES. THE BOARD OF DIRECTORS FROM THE FOUNDATION AND THE DISTRICT PERFORM MONITORING PROCEDURES TO ENSURE THAT THE ASSISTANCE PROVIDED BY THE FOUNDATION IS USED TO SUPPORT AND ENHANCE HEALTH CARE IN THE DISTRICT'S SERVICE AREA. 1 0 0 0 0 0 1 1 0 HARRY WEIS FORMER OFFICER 0 776111 0 0 0 396916 0 52394 0 15503 0 1240924 0 0 LOUIS WARD - INTERIM CEO, TFHD & DIRECTOR (THRU 03/25) 0 539562 0 85632 0 10440 0 37173 0 31007 0 703814 0 0 CRYSTAL FELIX CFO, TFHD & TREASURER 0 454964 0 86261 0 11932 0 46542 0 39773 0 639472 0 0 JAYE CHASSEUR CONTROLLER, TFHD 0 244298 0 26788 0 3861 0 29778 0 15360 0 320085 0 0 KARLI BUNNELL EXECUTIVE DIRECTOR 0 206548 0 28990 0 13532 0 15973 0 39773 0 304816 0 0 PART I, LINE 3 THE FOUNDATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. PART I, LINE 4A HARRY WEIS RECEIVED A SEVERANCE PAYMENT OF $396,916 IN 2024. DETAILS OF THE ARRANGEMENT ARE AVAILABLE TO THE IRS UPON REQUEST. PART I, LINE 6 CURRENT EMPLOYEES OF THE RELATED ORGANIZATION, TAHOE FOREST HOSPITAL DISTRICT (DISTRICT) WHO MEET THE PLAN CRITERIA ARE ELIGIBLE TO PARTICIPATE IN A GAIN SHARING PROGRAM. CERTAIN PROGRAM METRICS MUST BE ACHIEVED IN ORDER FOR THE GAIN SHARING POOL TO BE ACTIVE FOR THE FISCAL YEAR. THE POOL OF GAIN SHARING FUNDS IS CALCULATED AS A PERCENTAGE OF AUDITED NET INCOME OF THE DISTRICT, TIERED FOR DIFFERENT LEVELS OF NET INCOME OF THE DISTRICT OVERALL. ELIGIBLE EMPLOYEES, WHICH MAY INCLUDE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF THE DISTRICT THAT ALSO SERVE THE FOUNDATION THAT ARE EMPLOYED BY THE DISTRICT RECEIVE A PRO-RATA SHARE OF THE GAIN SHARING POOL BY ALLOCATING THE EMPLOYEE'S SALARY AGAINST THE TOTAL SALARY OF ALL ELIGIBLE EMPLOYEES. THE FOUNDATION DOES NOT INCUR ANY EXPENSES UNDER THIS PLAN. PART I, LINE 7 CERTAIN KEY PERSONNEL OF THE RELATED ORGANIZATION, TAHOE FOREST HOSPITAL DISTRICT (DISTRICT) THAT SERVE THE FOUNDATION ARE ELIGIBLE FOR THE INCENTIVE COMPENSATION PLAN WHICH AWARDS A PERCENTAGE OF BASE COMPENSATION FOR THE FISCAL YEAR. ELIGIBLE EMPLOYEES OF THE DISTRICT INCLUDE OFFICERS, KEY PERSONNEL, AND OTHER EMPLOYEES AT THE DISCRETION OF THE CEO THAT MAY ALSO SERVE THE FOUNDATION. FOR THE INCENTIVE COMPENSATION TO BE AWARDED, CERTAIN FINANCIAL TARGETS AND ACHIEVEMENT OF ANNUAL GOALS AND STRATEGIC OBJECTIVES MUST BE MET. THE CEO MAY USE DISCRETION OVER THE INCENTIVE COMPENSATION AWARDED, BUT ALL PAYOUTS UNDER THE PLAN ARE DETERMINED AFTER ACCEPTANCE OF THE DISTRICT'S AUDITED FINANCIAL STATEMENT BY THE BOARD OF DIRECTORS. THE FOUNDATION DOES NOT INCUR ANY EXPENSES UNDER THIS PLAN. X 3 1001259 FMV 0 0 0 0 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF NON-CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FOUNDATION IS TAHOE FOREST HOSPITAL DISTRICT. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD OF DIRECTORS ARE ELECTED BY THE SOLE MEMBER, TAHOE FOREST HOSPITAL DISTRICT. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING DECISIONS OF THE BOARD OF DIRECTORS: (1) THE ELECTION OF DIRECTORS; (2) THE DISSOLUTION OF THE CORPORATION; (3) THE MERGER WITH ANOTHER CORPORATION; (4) AMENDMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; AND (5) THE DISPOSITION OF CORPORATE ASSETS IN EXCESS OF 50 PERCENT OF THE TOTAL CORPORATE VALUE. IN ADDITION, THE SOLE MEMBER HAS THOSE RIGHTS AFFORDED MEMBERS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990, AND THEN PROVIDES THE FORM 990 TO BOARD MEMBERS VIA EMAIL OR THROUGH A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL PERSONS HOLDING POSITIONS OF RESPONSIBILITY AND TRUST ON BEHALF OF TAHOE FOREST HEALTH SYSTEM FOUNDATION, INCLUDING, BUT NOT LIMITED TO MEMBERS OF THE BOARD OF DIRECTORS, VOLUNTEER COMMITTEE MEMBERS, AND TAHOE FOREST HEALTH SYSTEM FOUNDATION STAFF (BOARD/STAFF/VOLUNTEERS). COVERED PERSONS ARE REQUIRED TO ANNUALLY COMPLETE A DISCLOSURE STATEMENT FOR POTENTIAL RELATIONSHIPS AS WELL AS DISCLOSING ANY INTEREST THAT MAY IMPACT THE DECISION-MAKING PROCESS WHENEVER THERE IS ANY DOUBT ABOUT WHETHER DISCLOSURE IS REQUIRED. IF A COVERED PERSON HAS AN INTEREST IN A PROPOSED TRANSACTION WITH THE FOUNDATION, HE OR SHE MUST MAKE FULL DISCLOSURE OF SUCH INTEREST BEFORE ANY DISCUSSION OR NEGOTIATION OF THE TRANSACTION AND ABSTAIN FROM DECISION-TAKING ACTIONS. IF A CONFLICT, OR THE POTENTIAL APPEARANCE OF A CONFLICT, EXISTS, THE BOARD MEMBER MUST RECUSE THEMSELVES BY NOT INFLUENCING, ATTEMPTING TO INFLUENCE, OR PARTICIPATING IN THAT DISCUSSION AND/OR VOTE MADE BY REMAINING MEMBERS THAT DO NOT HAVE AN INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST 202,659. TAHOE FOREST HOSPITAL DISTRICT PO BOX 759 TRUCKEE CA 96160 946004062 HEALTH CARE CA N/A 0 INCLINE VILLAGE COMMUNITY HOSPITAL FOUNDATION 880 ALDER AVENUE INCLINE VILLAGE NV 89451 200752156 HEALTH CARE NV 501(C)(3) LINE 12A, I TAHOE FOREST HOSPITAL DISTRICT 0 TRUCKEE SURGERY CENTER LLC 10770 DONNER PASS ROAD SUITE 201 TRUCKEE CA 96161 273943102 AMBULATORY SURGERY CENTER CA N/A 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 0 TAHOE FOREST HOSPITAL DISTRICT B 1171704 FMV TAHOE FOREST HOSPITAL DISTRICT C 817760 FMV TAHOE FOREST HOSPITAL DISTRICT C 109540 FMV TAHOE FOREST HOSPITAL DISTRICT M 92849 FMV TAHOE FOREST HOSPITAL DISTRICT N 593643 FMV TAHOE FOREST HOSPITAL DISTRICT O 98772 FMV