Civic Intelligence

The Tahoe Institute Inc

990 • Fiscal year 2019 • EIN 95-4021356

Jun 01, 2018 to May 31, 2019 • Filed on Apr 03, 2020

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

24th percentile

-16%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$353,591

Down $65,089 (-16%) from 2018

Net Assets

Down

$351,991

Down $63,173 (-15%) from 2018

Liabilities

Down

$1,600

Down $1,916 (-54%) from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $51,637 (-100%) from 2018

Expenses

Down

$63,173

Down $48,384 (-43%) from 2018

Net Income

Down

-$63,173

Down $3,253 (-5.4%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2019

Assets$353,591
Liabilities$1,600
Net Assets$351,991
Open 2019 Filing

Operations Trend

Revenue Growth1st 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

2019

Revenue$0
Expenses$63,173
Net Income-$63,173
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 3, 2020
Return Version
2018v3.2
Gross Receipts
$0
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$405,732$340,464▼ $65,268
Accounts Receivable$6,948$6,350▼ $598
Receivables From Officers Etc$6,000$6,000→ $0
Total Assets$418,680$353,591▼ $65,089
Other Assets Total-$777-
Liabilities
Accounts Payable and Accrued Expenses$1,916--
Other Liabilities$1,600$1,600→ $0
Total Liabilities$3,516$1,600▼ $1,916
Net Assets / Fund Balance
Unrestricted Net Assets$415,164$351,991▼ $63,173
Total Net Assets Fund Balance$415,164$351,991▼ $63,173
Total Liabilities and Net Assets / Fund Balance$418,680$353,591▼ $65,089

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$102,543$102,543
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Robert C ZmudaBd Member/prPT$26,250$26,250

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-63,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,886
Salaries, Compensation, and Employee Benefits$29,087
Total Fundraising Expense$14,544
Grants and Similar Amounts Paid$200
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$6,562$6,563$13,125$26,250
Fees for Services Accounting-$9,817-$9,817
Fees for Services Other$7,537$581-$8,118
Fees for Services Legal$7,387--$7,387
Travel$4,873--$4,873
Payroll Taxes$708$710$1,419$2,837
Office Expenses$1,540$718-$2,258
Other Expenses$1,184--$1,184
Conferences and Meetings$238--$238
Grants to Domestic Orgs$200--$200
Interest$11--$11
Total Functional Expenses$30,240$18,389$14,544$63,173
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 Officers, Directors, Trustees, and Key Employees$6,000$6,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Audit/tax Fee$1,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
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 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 12C

“To ensure that the tahoe institute operates in a manner consistent with its charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews are conducted. Ther periodic review s include, at a minimum 1. Whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining. 2. Whether parterships, joint ventures, and arrangements with management organizations conform to the the tahoe institute's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes, and do not result in inurement, impermissible private benefit, or in an excess benefit transaction.”

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
Mark Smith
Title
CPA/assignee
Phone
3236535576
Signed
2020-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert C Zmuda
Formed
1986
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
3
Employees
1
Volunteers
3

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.”

Form 990, Part IX, Line 11G

“Fees and licenses 0 581 0 meals and entertainment 535 0 0 outside contractors 4,200 0 0 production expenses 2,802 0 0 total 7,537 581 0”

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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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IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0PART II, LINE (1) - REPRESENTS REIMBURSED BUSINESS EXPENSES PENDING FINAL GOVERNANCE APPROVAL AT YEAR END.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990ScheduleL/TotalBalanceDueAmt06000
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/ExplanationTxt2FORM 990 REVIEW PROCESS: THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO GOVERNING BOARD MEMBERS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO ENSURE THAT THE TAHOE INSTITUTE OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS ARE CONDUCTED. THER PERIODIC REVIEW S INCLUDE, AT A MINIMUM 1. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. 2. WHETHER PARTERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE THE TAHOE INSTITUTE'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES, AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION.
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/ExplanationTxt5FEES AND LICENSES 0 581 0 MEALS AND ENTERTAINMENT 535 0 0 OUTSIDE CONTRACTORS 4,200 0 0 PRODUCTION EXPENSES 2,802 0 0 TOTAL 7,537 581 0
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0418680
IRS990/TotalAssetsEOYAmt0353591
IRS990/TotalAssetsGrp/BOYAmt0418680
IRS990/TotalAssetsGrp/EOYAmt0353591
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014544
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018389
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030240
IRS990/TotalFunctionalExpensesGrp/TotalAmt063173
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03516
IRS990/TotalLiabilitiesEOYAmt01600
IRS990/TotalLiabilitiesGrp/BOYAmt03516
IRS990/TotalLiabilitiesGrp/EOYAmt01600
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0415164
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0351991
IRS990/TotalProgramServiceExpensesAmt030240
IRS990/TotalReportableCompFromOrgAmt026250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0418680
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0353591
IRS990/TravelGrp/ProgramServicesAmt04873
IRS990/TravelGrp/TotalAmt04873
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0415164
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0351991
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02921 SNOWFLAKE DRIVE
IRS990/USAddress/CityNm0SOUTH LAKE TAHOE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd096150
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0TAHOEINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA/ASSIGNEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03236535576
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-03
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
ReturnHeader/Filer/USAddress/ZIPCd096150
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0160D71BB38F28952EF91D54E8732766C4AC067F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CB3B9B4F73B4BAC3D10D63B60AD4F23F615242D6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.156.1.150
ReturnHeader/FilingSecurityInformation/IPDt02020-04-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:18:09
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/PreparationDt02020-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L SKERIK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-04-04T09:18:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$353,591
Liabilities
$1,600
Net assets
$351,991
Revenue
$0
Expenses
$63,173
Net income
-$63,173
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