Civic Intelligence

The Tahoe Institute Inc

990 • Fiscal year 2020 • EIN 95-4021356

Jun 01, 2019 to May 31, 2020 • Filed on Apr 10, 2021

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

89th percentile

0.40x

Higher debt load relative to revenue than 89% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-3032%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$34,632

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 1712.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$291,493

Down $62,098 (-18%) from 2019

Net Assets

Down

$290,690

Down $61,301 (-17%) from 2019

Liabilities

Down

$803

Down $797 (-50%) from 2019

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin1st percentile

Revenue

Up

$2,022

Up $2,022 from 2019

Expenses

Up

$63,323

Up $150 (+0.2%) from 2019

Net Income

Up

-$61,301

Up $1,872 (+3.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2020

Assets$291,493
Liabilities$803
Net Assets$290,690
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$2,022
Expenses$63,323
Net Income-$61,301
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 10, 2021
Return Version
2019v5.0
Gross Receipts
$2,022
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$340,464$290,895▼ $49,569
Accounts Receivable$6,350--
Receivables From Officers Etc$6,000--
Other Notes and Loans Receivable, Net-$598-
Total Assets$353,591$291,493▼ $62,098
Other Assets Total$777--
Liabilities
Other Liabilities$1,600$803▼ $797
Total Liabilities$1,600$803▼ $797
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$351,991$290,690▼ $61,301
Total Net Assets Fund Balance$351,991$290,690▼ $61,301
Total Liabilities and Net Assets / Fund Balance$353,591$291,493▼ $62,098

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$102,543$102,543
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert C ZmudaBd Member/prPT$34,632$34,632

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$2,022
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,022
Change in Net Assets
$-61,301
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$38,007
Other Expenses$23,376
Total Fundraising Expense$12,195
Grants and Similar Amounts Paid$1,940
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$12,000$12,000$10,632$34,632
Fees for Services Other$5,746--$5,746
Fees for Services Accounting-$4,620-$4,620
Payroll Taxes$781$781$1,563$3,125
Office Expenses$1,478$1,150-$2,628
Travel$2,484--$2,484
Grants to Domestic Orgs$1,940--$1,940
Fees for Services Legal$1,548--$1,548
Other Expenses$950--$950
Comp Disqual Persons$250--$250
Total Functional Expenses$32,577$18,551$12,195$63,323
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--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Audit/tax Fee$803
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 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
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
2021-04-10
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.”

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

“Not recognized under asc 958-605-25-4”

Schedule D, Page 2, Part III, Line 4

“The charity owns a collection of historical comedic and "behind the scenes" video tapes. The value is undeterminable at this time. The organization, at the present time, is investigating if it is viable for the collection to be a quantifiable asset or income stream. If it becomes viable, the organization, at that time will record asset and/or income stream. The organization's stance, at this time, is to use this asset to further it's mission.”

Raw XML Appendix319 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE CHARITY OWNS A COLLECTION OF HISTORICAL COMEDIC AND "BEHIND THE SCENES" VIDEO TAPES. THE VALUE IS UNDETERMINABLE AT THIS TIME. THE ORGANIZATION, AT THE PRESENT TIME, IS INVESTIGATING IF IT IS VIABLE FOR THE COLLECTION TO BE A QUANTIFIABLE ASSET OR INCOME STREAM. IF IT BECOMES VIABLE, THE ORGANIZATION, AT THAT TIME WILL RECORD ASSET AND/OR INCOME STREAM. THE ORGANIZATION'S STANCE, AT THIS TIME, IS TO USE THIS ASSET TO FURTHER IT'S MISSION.
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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/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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0353591
IRS990/TotalAssetsEOYAmt0291493
IRS990/TotalAssetsGrp/BOYAmt0353591
IRS990/TotalAssetsGrp/EOYAmt0291493
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02022
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012195
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018551
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032577
IRS990/TotalFunctionalExpensesGrp/TotalAmt063323
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01600
IRS990/TotalLiabilitiesEOYAmt0803
IRS990/TotalLiabilitiesGrp/BOYAmt01600
IRS990/TotalLiabilitiesGrp/EOYAmt0803
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0351991
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0290690
IRS990/TotalProgramServiceExpensesAmt032577
IRS990/TotalReportableCompFromOrgAmt034632
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02022
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0353591
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0291493
IRS990/TravelGrp/ProgramServicesAmt02484
IRS990/TravelGrp/TotalAmt02484
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA/ASSIGNEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03236535576
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-10
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/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/PreparationDt02021-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L SKERIK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-04-10T23:24:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,493
Liabilities
$803
Net assets
$290,690
Revenue
$2,022
Expenses
$63,323
Net income
-$61,301
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