Civic Intelligence

Lake Tahoe Historical Society

EIN 94-1688020 • 501(c)3 • South Lake Tahoe, CA

Profile

The Lake Tahoe Historical Society was founded in 1968 to preserve the artifacts, archives, and present the history of the Lake Tahoe basin. Its main presence is through Museum, 1930's style log cabin and Osgood Toll House.

PO Box 18501South Lake Tahoe, CA 96151

laketahoemuseum.org

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.04x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

20th percentile

-14%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$952,018

Up $100,842 (+12%) from 2023

Liabilities

Up

$1,992

Up $679 (+52%) from 2023

Net Assets

Up

$950,026

Up $100,163 (+12%) from 2023

Revenue

Up

$49,231

Up $5,940 (+14%) from 2023

Expenses

Up

$55,992

Up $27,121 (+94%) from 2023

Net Income

Down

-$6,761

Down $21,181 (-147%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $65,551Liabilities 2010: $6722010Assets 2011: $70,778Liabilities 2011: $2832011Assets 2012: $71,923Liabilities 2012: $1082012Assets 2013: $66,748Liabilities 2013: $02013Assets 2014: $77,093Liabilities 2014: $02014Assets 2021: $835,325Liabilities 2021: $1,293Net Assets 2021: $834,0322021Assets 2022: $837,289Liabilities 2022: $1,846Net Assets 2022: $835,4432022Assets 2023: $851,176Liabilities 2023: $1,313Net Assets 2023: $849,8632023Assets 2024: $952,018Liabilities 2024: $1,992Net Assets 2024: $950,0262024

Highlighted filing

2024

Assets$952,018
Liabilities$1,992
Net Assets$950,026

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $18,003Expenses 2010: $19,648Net Income 2010: -$1,6452010Revenue 2011: $25,416Expenses 2011: $19,800Net Income 2011: $5,6162011Revenue 2012: $21,056Expenses 2012: $19,736Net Income 2012: $1,3202012Revenue 2013: $30,625Expenses 2013: $35,692Net Income 2013: -$5,0672013Revenue 2014: $30,085Expenses 2014: $19,740Net Income 2014: $10,3452014Revenue 2021: $885,034Expenses 2021: $97,002Net Income 2021: $788,0322021Revenue 2022: $17,190Expenses 2022: $52,652Net Income 2022: -$35,4622022Revenue 2023: $43,291Expenses 2023: $28,871Net Income 2023: $14,4202023Revenue 2024: $49,231Expenses 2024: $55,992Net Income 2024: -$6,7612024

Highlighted filing

2024

Revenue$49,231
Expenses$55,992
Net Income-$6,761

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$55,072
Mission and Program Overview

Mission

The Lake Tahoe Historical Society was founded in 1968 to preserve the artifacts, archives, and present the history of the Lake Tahoe basin. Its main presence is through Museum, 1930's style log cabin and Osgood Toll House.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$849,863$950,026▲ $100,163
Investments in Publicly Traded Securities$287,320$490,267▲ $202,947
Cash and Non-Interest-Bearing Accounts$183,394$179,920▼ $3,474
Savings and Temporary Cash Investments$109,294$7,734▼ $101,560
Land, Buildings, and Equipment, Net$577$87▼ $490
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$851,176$952,018▲ $100,842
Other Assets Total$270,591$274,010▲ $3,419
Liabilities
Accounts Payable and Accrued Expenses$1,313$1,992▲ $679
Total Liabilities$1,313$1,992▲ $679
Net Assets / Fund Balance
Total Net Assets Fund Balance$849,863$950,026▲ $100,163
Total Liabilities and Net Assets / Fund Balance$851,176$952,018▲ $100,842

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$87$14,195$14,282
Equipment-$5,998$5,998
Other Land Buildings-$2,554$2,554
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paula PetersonPresident
Phillip SublettVice President
Bob HarmsMember-at-Large
Dave WakemanMember-at-Large
David BorgesMember-at-Large
Michelle DavisSecretary
Diane L JohnsonTreasurer/Sec
Revenue and Support

Revenue Composition

Contributions and Grants
$24,971
Program Service Revenue
$0
Investment Income
$21,787
Other Revenue
$2,473
All Other Contributions
$14,551
Change in Net Assets
$-6,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,992
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$6,000$8,436-$14,436
Occupancy$8,820$1,556-$10,376
Insurance$2,060$364-$2,424
Office Expenses$1,883$332-$2,215
All Other Expenses$1,867$116-$1,983
Other Expenses$1,051$185-$1,236
Fees for Services Accounting-$875-$875
Information Technology$510$90-$600
Depreciation Depletion$417$73-$490
Total Functional Expenses$43,965$12,027$0$55,992
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Lake Tahoe Historical Society
EIN
94-1688020
Phone
5305415458
Address
PO Box 18501, South Lake Tahoe, CA 96151

Signing Officer

Name
Diane L Johnson
Title
Treasurer/Sec
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane L Johnson
Formed
1968
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0
Volunteers
35

Preparer

Firm
Olivo Zicko & Woods CPA LLP
Address
1158 Emerald Bay Road, South Lake Tahoe, CA 96150
Preparer
Stephanie Lenstrom CPA
Phone
5305411910
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

To support annual operating expenses of the organization

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013859
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0102212
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021787
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05400
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03321
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030513
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt08314
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03605
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03907
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027436
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021787
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030513
IRS990ScheduleA/InvestmentIncomeCYPct00.19050
IRS990ScheduleA/InvestmentIncomePYPct00.06920
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80950
IRS990ScheduleA/PublicSupportPY509Pct00.93080
IRS990ScheduleA/PublicSupportTotal509Amt0129648
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033285
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt037891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt018507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017766
IRS990ScheduleA/Total509Grp/TotalAmt0129648
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043291
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt021828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt017770
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0160161
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05998
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05998
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt087
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt014195
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt014282
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02554
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02554
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0To support annual operating expenses of the organization
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt087
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0274010
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0851176
IRS990/TotalAssetsEOYAmt0952018
IRS990/TotalAssetsGrp/BOYAmt0851176
IRS990/TotalAssetsGrp/EOYAmt0952018
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024971
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012027
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043965
IRS990/TotalFunctionalExpensesGrp/TotalAmt055992
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01313
IRS990/TotalLiabilitiesEOYAmt01992
IRS990/TotalLiabilitiesGrp/BOYAmt01313
IRS990/TotalLiabilitiesGrp/EOYAmt01992
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0849863
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0950026
IRS990/TotalProgramServiceExpensesAmt043965
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024260
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049231
IRS990/TotalVolunteersCnt035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0851176
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0952018
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 18501
IRS990/USAddress/CityNm0South Lake Tahoe
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096151
IRS990/VotingMembersGoverningBodyCnt07

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