Civic Intelligence

The Tahoe Institute Inc

990 • Fiscal year 2017 • EIN 95-4021356

Jun 01, 2016 to May 31, 2017 • Filed on Apr 13, 2018

Organization ProfileTAHOEINSTITUTE.ORG
2921 Snowflake DriveSouth Lake Tahoe, CA 96150

(323) 653-5576

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$37,917

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

48th percentile

0.1%

Faster revenue growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$485,875

Up $46,765 (+11%) from 2016

Net Assets

Up

$475,084

Up $43,883 (+10%) from 2016

Liabilities

Up

$10,791

Up $2,882 (+36%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin83rd percentile

Revenue

Up

$152,798

Up $148 (+0.1%) from 2016

Expenses

Up

$108,915

Up $16,810 (+18%) from 2016

Net Income

Down

$43,883

Down $16,662 (-28%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,890,368Liabilities 2010: $47,139Net Assets 2010: $1,843,2292010Assets 2011: $1,263,633Liabilities 2011: $24,421Net Assets 2011: $1,239,2122011Assets 2012: $733,105Liabilities 2012: $27,283Net Assets 2012: $705,8222012Assets 2013: $286,439Liabilities 2013: $18,2872013Assets 2014: $50,290Liabilities 2014: $18,2702014Assets 2015: $371,696Liabilities 2015: $1,040Net Assets 2015: $370,6562015Assets 2016: $439,110Liabilities 2016: $7,909Net Assets 2016: $431,2012016Assets 2017: $485,875Liabilities 2017: $10,791Net Assets 2017: $475,0842017Assets 2018: $418,680Liabilities 2018: $3,516Net Assets 2018: $415,1642018Assets 2019: $353,591Liabilities 2019: $1,600Net Assets 2019: $351,9912019Assets 2020: $291,493Liabilities 2020: $803Net Assets 2020: $290,6902020Assets 2021: $235,226Liabilities 2021: $0Net Assets 2021: $235,2262021Assets 2023: $109,054Liabilities 2023: $0Net Assets 2023: $109,0542023Assets 2024: $104,739Liabilities 2024: $5,220Net Assets 2024: $99,5192024

Highlighted filing

2017

Assets$485,875
Liabilities$10,791
Net Assets$475,084
Open 2017 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $899,8192010Revenue 2011: $83,606Expenses 2011: $687,623Net Income 2011: -$604,0172011Revenue 2012: $12,984Expenses 2012: $548,615Net Income 2012: -$535,6312012Revenue 2013: $46,119Expenses 2013: $489,195Net Income 2013: -$443,0762013Revenue 2014: $4,821Expenses 2014: $240,953Net Income 2014: -$236,1322014Revenue 2015: $500,259Expenses 2015: $161,623Net Income 2015: $338,6362015Revenue 2016: $152,650Expenses 2016: $92,105Net Income 2016: $60,5452016Revenue 2017: $152,798Expenses 2017: $108,915Net Income 2017: $43,8832017Revenue 2018: $51,637Expenses 2018: $111,557Net Income 2018: -$59,9202018Revenue 2019: $0Expenses 2019: $63,173Net Income 2019: -$63,1732019Revenue 2020: $2,022Expenses 2020: $63,323Net Income 2020: -$61,3012020Revenue 2021: $0Expenses 2021: $55,464Net Income 2021: -$55,4642021Revenue 2023: $3,372Expenses 2023: $87,602Net Income 2023: -$84,2302023Revenue 2024: $15,182Expenses 2024: $24,717Net Income 2024: -$9,5352024

Highlighted filing

2017

Revenue$152,798
Expenses$108,915
Net Income$43,883
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Apr 13, 2018
Return Version
2016v3.1
Gross Receipts
$152,798
Mission and Program Overview

Mission

The organization's primary exempt purpose and mission is to help those in need. The organization has directed charitable giving to wildlife conservancy/animal rescue and aiding organizations that provide health care and housing assistance to the needy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$436,960$479,525▲ $42,565
Receivables From Officers Etc$2,150$6,350▲ $4,200
Total Assets$439,110$485,875▲ $46,765
Liabilities
Accounts Payable and Accrued Expenses$7,909$10,791▲ $2,882
Total Liabilities$7,909$10,791▲ $2,882
Net Assets / Fund Balance
Unrestricted Net Assets$431,201$475,084▲ $43,883
Total Net Assets Fund Balance$431,201$475,084▲ $43,883
Total Liabilities and Net Assets / Fund Balance$439,110$485,875▲ $46,765

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$102,543$102,543
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert C ZmudaBd Member/prFT$37,917$37,917
Mike MillerSecretary/maPT$33,840$33,840

Board Members and Trustees

NameTitle
Chris AlbrechtBoard Member
Dr Joseph TroianiBoard Member
Dr Pedro Greer JrBoard Member
Ranko KawashimaBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$151,698
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,100
All Other Contributions
$151,698
Change in Net Assets
$43,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$69,779
Total Fundraising Expense$59,474
Other Expenses$38,881
Grants and Similar Amounts Paid$255
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$3,359$18,346$41,855$63,560
Fees for Services Legal$636$7,994$8,947$17,577
Office Expenses$399$3,998$2,582$6,979
Travel$6,967--$6,967
Payroll Taxes$329$1,795$4,095$6,219
Fees for Services Other$1,830$960$1,995$4,785
Fees for Services Accounting-$1,600-$1,600
Information Technology-$570-$570
Other Expenses$403--$403
Grants to Domestic Orgs$255--$255
Total Functional Expenses$14,178$35,263$59,474$108,915
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mike MillerOffer/secretaryStorage Fee/recordsNo$500

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$2,150$6,350▲ $4,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Mike miller 6380 orange st los angeles, ca 90048”

Form 990, Page 6, Part VI, Line 11B

“Form 990 review process: the organization provides a copy of the form 990 to governing board members for review before filing.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request in a printed form.”

Filing and Contact Details

Filer

Filer Name
The Tahoe Institute Inc
EIN
95-4021356
Phone
3236535576
Address
2921 SNOWFLAKE DRIVE, SOUTH LAKE TAHOE, CA 96150

Signing Officer

Name
Robert C Zmuda
Title
Bd Member/president
Phone
3236535576
Signed
2018-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert C Zmuda
Formed
1986
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
3
Employees
2
Volunteers
4

Preparer

Firm
Gary L Skerik CPA
Address
925 BROADBECK DR STE 205, NEWBURY PARK, CA 91320
Preparer
Gary L Skerik
Phone
8053758299
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's primary exempt purpose and mission is to help those in need. The organization has directed charitable giving to wildlife conservancy/animal rescue and aiding organizations that provide health care and housing assistance to the needy.”

Form 990, Page 1, Part I, Line 6

“Volunteers are unpaid members of the organizations board, that oversee all operations of the charity.”

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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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0102543
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0102543
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MIKE MILLER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFER/SECRETARY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0STORAGE FEE/RECORDS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt06350
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0BUSINESS EXPENSE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt02150
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0B ZMUDA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0PART II, LINE (1) - REPRESENTS REIMBURSED BUSINESS EXPENSES PENDING FINAL GOVERNANCE APPROVAL AT YEAR END. PART IV, LINE (1) - STORAGE FEE WAS FOR STORAGE OF ORGANIZATION'S RECORDS/OTHER AT SECRETARY'S LOCATION - 100 MONTHLY.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleL/TotalBalanceDueAmt06350
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE AND MISSION IS TO HELP THOSE IN NEED. THE ORGANIZATION HAS DIRECTED CHARITABLE GIVING TO WILDLIFE CONSERVANCY/ANIMAL RESCUE AND AIDING ORGANIZATIONS THAT PROVIDE HEALTH CARE AND HOUSING ASSISTANCE TO THE NEEDY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS ARE UNPAID MEMBERS OF THE ORGANIZATIONS BOARD, THAT OVERSEE ALL OPERATIONS OF THE CHARITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MIKE MILLER 6380 ORANGE ST LOS ANGELES, CA 90048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 REVIEW PROCESS: THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO GOVERNING BOARD MEMBERS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST IN A PRINTED FORM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0485875
IRS990/TotalAssetsGrp/BOYAmt0439110
IRS990/TotalAssetsGrp/EOYAmt0485875
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0151698
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt059474
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035263
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014178
IRS990/TotalFunctionalExpensesGrp/TotalAmt0108915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07909
IRS990/TotalLiabilitiesEOYAmt010791
IRS990/TotalLiabilitiesGrp/BOYAmt07909
IRS990/TotalLiabilitiesGrp/EOYAmt010791
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0431201
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0475084
IRS990/TotalProgramServiceExpensesAmt014178
IRS990/TotalReportableCompFromOrgAmt071757
IRS990/TotalRevenueGrp/ExclusionAmt01100
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152798
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0439110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0485875
IRS990/TravelGrp/ProgramServicesAmt06967
IRS990/TravelGrp/TotalAmt06967
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0431201
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0475084
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02921 SNOWFLAKE DRIVE
IRS990/USAddress/CityNm0SOUTH LAKE TAHOE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096150
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0TAHOEINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT C ZMUDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BD MEMBER/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03236535576
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TAHOE INSTITUTE INC
ReturnHeader/Filer/BusinessNameControlTxt0TAHO
ReturnHeader/Filer/EIN0954021356
ReturnHeader/Filer/PhoneNum03236535576
ReturnHeader/Filer/USAddress/AddressLine1Txt02921 SNOWFLAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0SOUTH LAKE TAHOE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0160D71BB38F28952EF91D54E8732766C4AC067F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0160D71BB38F28952EF91D54E8732766C4AC067F2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472845831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY L SKERIK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 BROADBECK DR STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURY PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091320
ReturnHeader/PreparerPersonGrp/PhoneNum08053758299
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L SKERIK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-04-13T15:35:46-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$485,875
Liabilities
$10,791
Net assets
$475,084
Revenue
$152,798
Expenses
$108,915
Net income
$43,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.10$0.01$0.10$0.02$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.00$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.00$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00$0.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.05$0.11$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$0.15$0.11$0.04
2016Summary only. Only limited summary data is available for this year.$0.44$0.01$0.43$0.15$0.09$0.06
2015Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$0.50$0.16$0.34
2014Summary only. Only limited summary data is available for this year.$0.05$0.02$0.00$0.24$0.24
2013Summary only. Only limited summary data is available for this year.$0.29$0.02$0.05$0.49$0.44
2012Summary only. Only limited summary data is available for this year.$0.73$0.03$0.71$0.01$0.55$0.54
2011Summary only. Only limited summary data is available for this year.$1.26$0.02$1.24$0.08$0.69$0.60
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.05$1.84$0.90