Civic Intelligence

Tahoe Maritime Museum Inc

EIN 94-3073894 • 501(c)3 • San Jose, CA

Profile

The primary function of the museum is to stimulate interest in, increase knowledge of, and maintain watercraft and marine artifacts significant in lake tahoe's maritime history through historic preservation, interpretation and public education.

2662 Kring DriveSan Jose, CA 95125

tahoemaritime.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-72%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-2.2%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$4,302,740

Down $250,288 (-5.5%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin5th percentile

Revenue

Down

-$23,573

Down $119,594 (-125%) from 2022

Expenses

Down

$226,935

Down $18,202 (-7.4%) from 2022

Net Income

Down

-$250,508

Down $101,392 (-68%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$15M$10M$5.0M$0Assets 2011: $5,646,830Liabilities 2011: $50,170Net Assets 2011: $5,596,6602011Assets 2012: $5,717,985Liabilities 2012: $10,649Net Assets 2012: $5,707,3362012Assets 2013: $5,801,917Liabilities 2013: $4,297Net Assets 2013: $5,797,6202013Assets 2014: $5,552,392Liabilities 2014: $5,400Net Assets 2014: $5,546,9922014Assets 2015: $9,844,714Liabilities 2015: $4,628,129Net Assets 2015: $5,216,5852015Assets 2016: $10,104,258Liabilities 2016: $4,724,762Net Assets 2016: $5,379,4962016Assets 2017: $9,981,466Liabilities 2017: $4,742,788Net Assets 2017: $5,238,6782017Assets 2018: $8,407,713Liabilities 2018: $3,509,653Net Assets 2018: $4,898,0602018Assets 2019: $7,926,051Liabilities 2019: $3,435,550Net Assets 2019: $4,490,5012019Assets 2020: $4,627,060Liabilities 2020: $49,825Net Assets 2020: $4,577,2352020Assets 2021: $4,701,924Liabilities 2021: $0Net Assets 2021: $4,701,9242021Assets 2022: $4,553,028Liabilities 2022: $0Net Assets 2022: $4,553,0282022Assets 2023: $4,302,740Liabilities 2023: $12023

Highlighted filing

2023

Assets$4,302,740
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $687,063Expenses 2011: $732,916Net Income 2011: -$45,8532011Revenue 2012: $454,183Expenses 2012: $461,395Net Income 2012: -$7,2122012Revenue 2013: $609,046Expenses 2013: $673,460Net Income 2013: -$64,4142013Revenue 2014: $1,061,082Expenses 2014: $1,021,032Net Income 2014: $40,0502014Revenue 2015: $382,850Expenses 2015: $560,711Net Income 2015: -$177,8612015Revenue 2016: $919,367Expenses 2016: $790,460Net Income 2016: $128,9072016Revenue 2017: $566,354Expenses 2017: $714,890Net Income 2017: -$148,5362017Revenue 2018: $514,014Expenses 2018: $826,078Net Income 2018: -$312,0642018Revenue 2019: $650,040Expenses 2019: $1,062,968Net Income 2019: -$412,9282019Revenue 2020: $806,306Expenses 2020: $725,121Net Income 2020: $81,1852020Revenue 2021: $156,712Expenses 2021: $26,751Net Income 2021: $129,9612021Revenue 2022: $96,021Expenses 2022: $245,137Net Income 2022: -$149,1162022Revenue 2023: -$23,573Expenses 2023: $226,935Net Income 2023: -$250,5082023

Highlighted filing

2023

Revenue-$23,573
Expenses$226,935
Net Income-$250,508
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$4,302,740
Liabilities
$1
Net assets
-
Revenue
-$23,573
Expenses
$226,935
Net income
-$250,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.30$0.00$0.02$0.23$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.10$0.25$0.15
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.16$0.03$0.13
2020Summary only. Only limited summary data is available for this year.$4.63$0.05$4.58$0.81$0.73$0.08
2019Summary only. Only limited summary data is available for this year.$7.93$3.44$4.49$0.65$1.06$0.41
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.41$3.51$4.90$0.51$0.83$0.31
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.98$4.74$5.24$0.57$0.71$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$4.72$5.38$0.92$0.79$0.13
2015Detailed filing. Detailed filing data is available for this year.$9.84$4.63$5.22$0.38$0.56$0.18
2014Detailed filing. Detailed filing data is available for this year.$5.55$0.01$5.55$1.06$1.02$0.04
2013Summary only. Only limited summary data is available for this year.$5.80$0.00$5.80$0.61$0.67$0.06
2012Summary only. Only limited summary data is available for this year.$5.72$0.01$5.71$0.45$0.46$0.01
2011Summary only. Only limited summary data is available for this year.$5.65$0.05$5.60$0.69$0.73$0.05
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Mission and Program Overview

Mission

The primary function of the museum is to stimulate interest in, increase knowledge of, and maintain watercraft and marine artifacts significant in lake tahoe's maritime history through historic preservation, interpretation and public education.

Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN CAPLANDirector-$0--
ROY DRYER IIIDirector-$0--
RICHARD STOUTDirector-$0--
JEFFREY PETERSONTreasurer-$0--
KIRK PUMPHREYPresident-$0--
CHERYL CAPLANSecretary-$0--
LORA NADOLSKI HANSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTHBAY YOUTH MARITIME FOUNDATIONMAINTENANCE OF 95' SHIPPCCASTRO VALLEY, CA, US$40,000
Paid GrantTHE MARINERS' MUSEUMLARGE FORMAT SCANNERPCNEWPORT NEWS, VA, US$32,300
Paid GrantBOYS & GIRLS CLUB OF LAKE TAHOEMARITIME AND AQUATIC STEM PROGRAMSPCSOUTH LAKE TAHOE, CA, US$25,000
Paid GrantBOY SCOUTS OF AMERICA SILICON VALLEY MONTEREY BAY COUNCILPINECREST LAKE BOATING PROGRAMPCSAN JOSE, CA, US$23,250
Paid GrantSIERRA STATE PARKS FOUNDATIONGENERAL PURPOSE CONTRIBUTIONPCTAHOE CITY, CA, US$22,000
Paid GrantMINNESOTA LAKES MARITIME SOCIETYLEARNING PILOT PROGRAMPCALEXANDRIA, MN, US$20,000
Paid GrantANTIQUE BOAT MUSEUMVIRTUAL REALITY RIVER RIDE PROJECTPCCLAYTON, NY, US$17,500
Paid GrantSIERRA STATE PARKS FOUNDATIONVIKINGSHOLM INTERPRETIVE PANELPCTAHOE CITY, CA, US$15,000
Paid GrantSOUTHBAY YOUTH MARITIME FOUNDATIONGENERAL PURPOSE CONTRIBUTIONPCCASTRO VALLEY, CA, US$15,000
Paid GrantTAHOE COMMUNITY SAILING COUNCIL FOUNDATION INCEQUIPMENT REPLACEMENTPCRENO, NV, US$3,000
Paid GrantTAHOE COMMUNITY SAILING FOUNDATION INCPROFESSIONAL DEVELOPMENTPCRENO, NV, US$2,000
Filing and Contact Details

Filer

Filer Name
Tahoe Maritime Foundation
EIN
94-3073894
Phone
4086052999
Address
2662 KRING DRIVE, SAN JOSE, CA 95125

Signing Officer

Name
Jeffrey Peterson
Title
Treasurer
Phone
4086052999
Signed
2023-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Benjamin M Hake CPA
Phone
9133382727
Raw XML AppendixShowing 400 of 488 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN CAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROY DRYER III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD STOUT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22662 KRING DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32662 KRING DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42662 KRING DRIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt62662 KRING DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LEARNING PILOT PROGRAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VIKINGSHOLM INTERPRETIVE PANEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PINECREST LAKE BOATING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MARITIME AND AQUATIC STEM PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EQUIPMENT REPLACEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6PROFESSIONAL DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7LARGE FORMAT SCANNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8MAINTENANCE OF 95' SHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL PURPOSE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL PURPOSE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MINNESOTA LAKES MARITIME SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ANTIQUE BOAT MUSEUM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOY SCOUTS OF AMERICA SILICON VALLEY MONTEREY BAY COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4BOYS & GIRLS CLUB OF LAKE TAHOE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6TAHOE COMMUNITY SAILING FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7THE MARINERS' MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8SOUTHBAY YOUTH MARITIME FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9SOUTHBAY YOUTH MARITIME FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SIERRA STATE PARKS FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1216 205 THIRD AVENUE W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1750 MARY STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3970 W JULIAN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 17846
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt54200 PLATEAU ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64200 PLATEAU ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7100 MUSEUM DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd723606
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0219470
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00

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