Civic Intelligence

Trails at the Lake

EIN 56-2585980 • 501(c)3 • South Lake Tahoe, CA

990-N Coverage

Profile

Teach Independent Living Skills to Disabled

2494 Lake Tahoe BlvdSouth Lake Tahoe, CA 96150

www.trailsatthelake.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $29,357 (-100%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $8,052 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $153,904 (-100%) from 2021

Expenses

Down

$8,052

Down $130,828 (-94%) from 2021

Net Income

Down

-$8,052

Down $23,076 (-154%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $3,211Liabilities 2013: $02013Assets 2014: $21,196Liabilities 2014: $11,5782014Assets 2015: $6,344Liabilities 2015: $17,2522015Assets 2016: $8,125Liabilities 2016: $28,1232016Assets 2017: $21,658Liabilities 2017: $02017Assets 2018: $2,021Liabilities 2018: $270,2022018Assets 2019: $197Liabilities 2019: $40,7592019Assets 2020: $15,098Liabilities 2020: $22,0702020Assets 2021: $29,357Liabilities 2021: $21,305Net Assets 2021: $8,0522021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities-
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2013: $62,230Expenses 2013: $61,439Net Income 2013: $7912013Revenue 2014: $52,510Expenses 2014: $58,220Net Income 2014: -$5,7102014Revenue 2015: $57,637Expenses 2015: $69,667Net Income 2015: -$12,0302015Revenue 2016: $77,855Expenses 2016: $86,946Net Income 2016: -$9,0912016Revenue 2017: $87,506Expenses 2017: $92,493Net Income 2017: -$4,9872017Revenue 2018: $115,314Expenses 2018: $118,032Net Income 2018: -$2,7182018Revenue 2019: $82,472Expenses 2019: $94,811Net Income 2019: -$12,3392019Revenue 2020: $134,051Expenses 2020: $123,454Net Income 2020: $10,5972020Revenue 2021: $153,904Expenses 2021: $138,880Net Income 2021: $15,0242021Revenue 2022: $0Expenses 2022: $8,052Net Income 2022: -$8,0522022

Highlighted filing

2022

Revenue$0
Expenses$8,052
Net Income-$8,052
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$0
Expenses
$8,052
Net income
-$8,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.08$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.21$0.08$1.54$1.39$0.15
2020Summary only. Only limited summary data is available for this year.$0.15$0.22$1.34$1.23$0.11
2019Summary only. Only limited summary data is available for this year.$0.00$0.41$0.82$0.95$0.12
2018Summary only. Only limited summary data is available for this year.$0.02$2.70$1.15$1.18$0.03
2017Summary only. Only limited summary data is available for this year.$0.22$0.00$0.88$0.92$0.05
2016Summary only. Only limited summary data is available for this year.$0.08$0.28$0.78$0.87$0.09
2015Summary only. Only limited summary data is available for this year.$0.06$0.17$0.58$0.70$0.12
2014Summary only. Only limited summary data is available for this year.$0.21$0.12$0.53$0.58$0.06
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.62$0.61$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Aug 22, 2022
Return Version
2021v4.0
Mission and Program Overview

Mission

Teach Independent Living Skills to Disabled

Program Services

DescriptionGrantsExpenses
ON A 1:1 BASIS, TEACH INDEPENDENT LIVING SKILLS TO PERSONS WITH DISABLILTIES AND SUPPORT THEM IM AS INDEPENDENT LIFE AS POSSIBLE FOR EACH PERSON'S CIRCUMSTANCES, IN THE HOME AND IN THE COMMUNITY AT LARGE AS CONTRACTED BY ALTA CALIFORNIA REGIONAL CENTER--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda LotterDirectorFT$0--
Victoria EgrySecretary-$0--
Nancy LibbyBoard Member-$0--
Bart LibbyBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Trails at the Lake
EIN
56-2585980
Phone
5305394191
Address
2494 LAKE TAHOE BLVD, SOUTH LAKE TAHOE, CA 96150

Signing Officer

Name
Amanda Lotter
Title
Executive Director
Signed
2022-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Green Oaks CPA
Address
6520 Lonetree Blvd Ste 1000, Rocklin, CA 95765
Preparer
Grant Cowan
Phone
9167410772
Supplemental Narrative

Additional Explanations

Other Assets.1

“deposits - Beginning $500 deposits - Ending $0”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5384 Accounts Payable and Accrued Expenses - Ending $0”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $15921 Unsecured Notes and Loans Payable - Ending $0”

Form 990-EZ - PART 1 - LINE 20

“Other changes in net assets - change in prior year payroll taxes due to the irs review and reduction in penalties previously assessed”

Raw XML Appendix162 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Prosperity CFO
IRS990EZ/BooksInCareOfDetail/PhoneNum05303142674
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02494 LAKE TAHOE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0south lake tahoe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096150
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028857
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8052
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029357
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08052
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08052
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Amanda Lotter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Victoria Egry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Libby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bart Libby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Teach Independent Living Skills to Disabled
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ON A 1:1 BASIS, TEACH INDEPENDENT LIVING SKILLS TO PERSONS WITH DISABLILTIES AND SUPPORT THEM IM AS INDEPENDENT LIFE AS POSSIBLE FOR EACH PERSON'S CIRCUMSTANCES, IN THE HOME AND IN THE COMMUNITY AT LARGE AS CONTRACTED BY ALTA CALIFORNIA REGIONAL CENTER
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07652
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021305
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08052
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.TRAILSATTHELAKE.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01001
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0152904
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0130450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt077072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0472940
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0473941
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0153904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0130451
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077072
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112514
IRS990ScheduleA/Total509Grp/TotalAmt0473941
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0153904
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0130451
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0112514
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0473941
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Transaction expeses paid of old payroll tax.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-08-18
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt08502
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0IRS debt
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0deposits - Beginning $500 deposits - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $5384 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unsecured Notes and Loans Payable - Beginning $15921 Unsecured Notes and Loans Payable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OTHER CHANGES IN NET ASSETS - CHANGE IN PRIOR YEAR PAYROLL TAXES DUE TO THE IRS REVIEW AND REDUCTION IN PENALTIES PREVIOUSLY ASSESSED
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ - PART 1 - LINE 20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Amanda Lotter
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRAILS AT THE LAKE
ReturnHeader/Filer/BusinessNameControlTxt0TRAI
ReturnHeader/Filer/EIN0562585980
ReturnHeader/Filer/PhoneNum05305394191
ReturnHeader/Filer/USAddress/AddressLine1Txt02494 LAKE TAHOE BLVD
ReturnHeader/Filer/USAddress/CityNm0SOUTH LAKE TAHOE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096150
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0901509548
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Green Oaks CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06520 Lonetree Blvd Ste 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rocklin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095765
ReturnHeader/PreparerPersonGrp/PhoneNum09167410772
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Grant Cowan
ReturnHeader/ReturnTs02022-08-22T09:59:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Amanda
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lotter
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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