TAHOE TRUCKEE COMMUNITY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TAHOE TRUCKEE COMMUNITY FOUNDATION (EIN 68-0416404)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2024-07-30
- IRS object ID
- 202412129349301956
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-30T16:45:11-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943108253 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2033 N MAIN STREET SUITE 400 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680416404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAHOE TRUCKEE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAHO | BusinessNameControlTxt |
| Phone | 5305871776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1Txt |
| City | TRUCKEE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96160 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACY CALDWELL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5305871776 | PhoneNum |
| Signature | 2024-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN T WILSON | PreparerPersonNm |
| PTIN | P01313212 | PTIN |
| Phone | 9259494252 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | STACY CALDWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1Txt |
| City | TRUCKEE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,491,510 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TTCF.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE QUALITY OF LIFE IN THE TAHOE/TRUCKEE AREA THROUGH PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,526,061 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,317,246 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,766 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $69,079 | CYProgramServiceRevenueAmt |
| PY Investment Income | $795,769 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,756,127 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,578,830 | PYOtherRevenueAmt |
| CY Other Revenue | $1,441,716 | CYOtherRevenueAmt |
| PY Total Revenue | $6,953,426 | PYTotalRevenueAmt |
| CY Total Revenue | $10,584,168 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,514,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,033,361 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $808,294 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,255,275 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $213,211 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $776,804 | PYOtherExpensesAmt |
| CY Other Expenses | $738,172 | CYOtherExpensesAmt |
| PY Total Expenses | $4,099,298 | PYTotalExpensesAmt |
| CY Total Expenses | $5,026,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,854,128 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,557,360 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,379,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,493,774 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $169,361 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,298 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,210,195 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,197,476 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE TAHOE TRUCKEE COMMUNITY FOUNDATION CONNECTS PEOPLE AND OPPORTUNITIES, GENERATING RESOURCES TO BUILD A MORE CARING, CREATIVE, AND EFFECTIVE COMMNUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,447,945 | ExpenseAmt |
| Grant | $3,033,361 | GrantAmt |
| Revenue | $1,067,880 | RevenueAmt |
| Desc | AS THE LARGEST GRANTMAKING ORGANIZATION IN THE LAKE TAHOE REGION, TAHOE TRUCKEE COMMUNITY FOUNDATION IS A CATALYST FOR STRENGTHENING OUR COMMNUNITY THROUGH EFFECTIVE PHILANTHROPY AND CIVIC ENGAGEMENT. WE MOBILIZE RESOURCES,PROMOTE PHILANTHROPY, AND PROVIDE LEADERSHIP ON VITAL ISSUES IN THE TRUCKEE AND NORTH LAKE TAHOE REGION. WE LOOK FOR CHARITABLE PROJECTS THAT MAKE A LASTING DIFFERENCE AND COMMIT OUR RESOURCES TO THESE PROJECTS. WE HELP PEOPLE CREATE A LEGACY TO THE COMMUNITY THROUGH CHARITABLE GIVING WITHIN THEIR WILLS AND TRUSTS. WE ENCOURAGE INDIVIDUALS OF BOTH MODEST AND SUBSTANTIAL MEANS TO CONTRIBUTE TO A PERMANENT ENDOWMENT THAT ADDRESSES THE CHANGING NEEDS AND OPPORTUNITIES OF OUR REGION, MULTIPLYING THE IMPACT OF INDIVIDUAL GIVING BY POOLING RESOURCES FOR THE COMMON GOOD. | Desc |
| Total Program Service Expenses | $4,447,945 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACY CALDWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5305871776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11071 DONNER PASS ROAD | AddressLine1Txt |
| City | TRUCKEE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96161 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| GEOFF EDELSTEIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HANNAH SULLIVAN | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KELLEY CARROLL | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERIN KILMER NEEL | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL AUSTIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY ANNE GENDRON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JERUSHA HALL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREN OBRIEN | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALEX MOURELATOS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN YORK | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LYNN MADONNA | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHERYL SCHRADY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE RAYFIELD | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STACY CALDWELL | ||||||
| CEO | 40.00 | $175,417 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $175,417 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $7,317,246 | AllOtherContributionsAmt |
| Total Contributions | $7,317,246 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTS | Desc |
| Business | 711130 | BusinessCd |
| Total Revenue Column | $69,079 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,079 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $69,079 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $603,941 | TotalRevenueColumnAmt |
| Exclusion | $603,941 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,642 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,923 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,719 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,719 | RelatedOrExemptFuncIncomeAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,152,186 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,152,186 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,152,186 | TotalRevenueColumnAmt |
| Exclusion | $1,152,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $448,520 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,605 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $442,915 | TotalRevenueColumnAmt |
| Exclusion | $442,915 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $983,082 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $983,082 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $983,082 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,584,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,067,880 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,199,042 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,033,361 | TotalAmt |
| Program Services | $3,033,361 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,417 | TotalAmt |
| Program Services | $117,056 | ProgramServicesAmt |
| Management And General | $35,960 | ManagementAndGeneralAmt |
| Fundraising | $22,401 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $913,949 | TotalAmt |
| Program Services | $609,894 | ProgramServicesAmt |
| Management And General | $187,367 | ManagementAndGeneralAmt |
| Fundraising | $116,688 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,333 | TotalAmt |
| Program Services | $57,312 | ProgramServicesAmt |
| Management And General | $17,267 | ManagementAndGeneralAmt |
| Fundraising | $10,754 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,576 | TotalAmt |
| Program Services | $53,769 | ProgramServicesAmt |
| Management And General | $16,519 | ManagementAndGeneralAmt |
| Fundraising | $10,288 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,975 | TotalAmt |
| Program Services | $114,975 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,510 | TotalAmt |
| Program Services | $160,374 | ProgramServicesAmt |
| Management And General | $52,066 | ManagementAndGeneralAmt |
| Fundraising | $1,070 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,362 | TotalAmt |
| Program Services | $108,918 | ProgramServicesAmt |
| Management And General | $1,740 | ManagementAndGeneralAmt |
| Fundraising | $19,704 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,341 | TotalAmt |
| Program Services | $14,908 | ProgramServicesAmt |
| Management And General | $4,580 | ManagementAndGeneralAmt |
| Fundraising | $2,853 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,657 | TotalAmt |
| Program Services | $22,460 | ProgramServicesAmt |
| Management And General | $6,900 | ManagementAndGeneralAmt |
| Fundraising | $4,297 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,580 | TotalAmt |
| Program Services | $3,992 | ProgramServicesAmt |
| Management And General | $4,395 | ManagementAndGeneralAmt |
| Fundraising | $193 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,402 | TotalAmt |
| Program Services | $32,166 | ProgramServicesAmt |
| Management And General | $9,882 | ManagementAndGeneralAmt |
| Fundraising | $6,354 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,941 | TotalAmt |
| Program Services | $11,972 | ProgramServicesAmt |
| Management And General | $3,678 | ManagementAndGeneralAmt |
| Fundraising | $2,291 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RENT | $54,013 | $36,044 | $11,073 | $6,896 |
| NON-PROFIT SUPPORT | $38,396 | $38,396 | $0 | $0 |
| DUES & TRAINING | $19,700 | $8,256 | $9,864 | $1,580 |
| EQUIPMENT LEASES | $18,296 | $12,209 | $3,751 | $2,336 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,999 | TotalAmt |
| Program Services | $11,883 | ProgramServicesAmt |
| Management And General | $610 | ManagementAndGeneralAmt |
| Fundraising | $5,506 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,026,808 | TotalAmt |
| Program Services | $4,447,945 | ProgramServicesAmt |
| Management And General | $365,652 | ManagementAndGeneralAmt |
| Fundraising | $213,211 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,616 | BOYAmt |
| EOY | $401,413 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,642,392 | BOYAmt |
| EOY | $10,246,912 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225 | BOYAmt |
| EOY | $3,822 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,000 | BOYAmt |
| EOY | $2,200,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,440 | BOYAmt |
| EOY | $21,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,065,552 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $569,450 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,544,504 | BOYAmt |
| EOY | $1,496,102 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,240,748 | BOYAmt |
| EOY | $18,907,502 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,843 | BOYAmt |
| EOY | $1,111,144 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,062,788 | BOYAmt |
| EOY | $105,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,379,556 | BOYAmt |
| EOY | $34,493,774 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,361 | BOYAmt |
| EOY | $296,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,361 | BOYAmt |
| EOY | $296,298 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,158,240 | BOYAmt |
| EOY | $22,123,486 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,051,955 | BOYAmt |
| EOY | $12,073,990 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,210,195 | BOYAmt |
| EOY | $34,197,476 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,379,556 | BOYAmt |
| EOY | $34,493,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,557,360 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,027,321 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $457,242 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,074,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,509,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,630,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,473,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,386,325 | CurrentTaxYearAmt |
| Total | $22,074,660 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,074,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,509,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,630,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,473,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,386,325 | CurrentTaxYearAmt |
| Total | $22,074,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,248,475 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,826,185 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $614,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $624,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $576,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $458,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $603,941 | CurrentTaxYearAmt |
| Total | $2,877,009 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $303,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $692,485 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $634,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,371,328 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,441,716 | CurrentTaxYearAmt |
| Total | $4,443,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,394,986 | TotalSupportAmt |
| Public Support CY170 | 0.64050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.64930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 122 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 257 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $13,100 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $8,580,867 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $125,950 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $3,356,085 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $5,345,619 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $29,786,148 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,606,731 | BeginningYearBalanceAmt |
| Contributions | $3,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,133,134 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $73,320 | GrantsOrScholarshipsAmt |
| Other Expenditures | $53,574 | OtherExpendituresAmt |
| End Year Balance | $6,603,490 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,602,252 | BeginningYearBalanceAmt |
| Contributions | -$228,815 | ContributionsAmt |
| Investment Earnings Or Losses | $705,021 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $44,041 | OtherExpendituresAmt |
| End Year Balance | $9,606,731 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,334,713 | BeginningYearBalanceAmt |
| Contributions | $74,956 | ContributionsAmt |
| Investment Earnings Or Losses | $189,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,700 | GrantsOrScholarshipsAmt |
| Other Expenditures | $42,298 | OtherExpendituresAmt |
| End Year Balance | $10,602,252 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,033,473 | BeginningYearBalanceAmt |
| Contributions | $130,777 | ContributionsAmt |
| Investment Earnings Or Losses | $144,613 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $135,800 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,702 | OtherExpendituresAmt |
| End Year Balance | $10,334,713 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,264,654 | BeginningYearBalanceAmt |
| Contributions | $48,077 | ContributionsAmt |
| Investment Earnings Or Losses | $207,484 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $135,800 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,702 | OtherExpendituresAmt |
| End Year Balance | $10,334,713 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $287,819 | OtherCostOrOtherBasisAmt |
| Book Value | $287,819 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,470,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $307,312 | DepreciationAmt |
| Book Value | $1,163,680 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $230,816 | OtherCostOrOtherBasisAmt |
| Depreciation | $186,450 | DepreciationAmt |
| Book Value | $44,366 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,925 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,688 | DepreciationAmt |
| Book Value | $237 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,496,102 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,125,806 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,027,321 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $320,775 | OtherRevenueAmt |
| Revenue Not Reported | -$5,706,546 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,832,352 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $114,975 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $636,841 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $751,816 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,584,168 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,360,604 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $448,771 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $448,771 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,911,833 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $114,975 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $114,975 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,026,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE FOUNDATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE FOUNDATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE FOUNDATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 320,775. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AGENCY FUND INCOME 613,344. INCOME FROM CROSSLINK, BOYD WATTERSON AND BRIDGE WORKFORCE 23,497. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GAAP/TAX DIFFERENCE FOR PRESENTATION OF AGENCY FUNDS 448,771. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $448,520 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $448,520 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $22,771 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $0 | GrossReceiptsOtherEventsAmt |
| Gross Receipts Total | $448,520 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $448,520 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,771 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,771 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $425,749 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (75 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| TOCCATA TAHOE SYMPHONY ORCHESTRA & CHORUS | |||||||||
| 586 DOUGLAS CT | INCLINE VILLAGE | NV | 89451 | 061755800 | 501(C )(3) | $6,000 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| ARTS FOR THE SCHOOLS | |||||||||
| PO BOX 961 | KINGS BEACH | CA | 96143 | 880203873 | 501(C )(3) | $16,000 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| LAKE TAHOE DANCE COLLECTIVE INC | |||||||||
| PO BOX 1766 | TAHOE CITY | CA | 96145 | 472304889 | 501(C )(3) | $9,150 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| TAHOE SCHOOL OF MUSIC | |||||||||
| 10038 MEADOW WAY SUITE E | TRUCKEE | CA | 96161 | 460914096 | 501(C )(3) | $12,850 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| ADMINISTRATIVE | |||||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | 680416404 | 501(C )(3) | $15,316 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| SQUAW VALLEY SKI MUSEUM FOUNDATION DBA SNOW SPORTS MUSEUM | |||||||||
| PO BOX 2697 | OLYMPIC VALLEY | CA | 96146 | 263480974 | 501(C )(3) | $9,050 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| TRUCKEE TAHOE COMMUNITY CHORUS | |||||||||
| PO BOX 10756 | TRUCKEE | CA | 96162 | 271045394 | 501(C )(3) | $7,500 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| ACHIEVE TAHOE | |||||||||
| PO BOX 8339 | TRUCKEE | CA | 96162 | 680024920 | 501(C )(3) | $17,000 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| TRUCKEE ROUNDHOUSE | |||||||||
| PO BOX 3501 | TRUCKEE | CA | 96160 | 473075219 | 501(C )(3) | $8,350 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| NEVADA COUNTY ARTS COUNCIL | |||||||||
| PO BOX 1833 | NEVADA CITY | CA | 95959 | 270314493 | 501(C )(3) | $5,300 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| OTV SUBFUND | |||||||||
| 501(C )(3) | $5,239 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | ||||||
| TRUCKEE ARTS ALLIANCE | |||||||||
| PO BOX 1833 | NEVADA CITY | CA | 95959 | 270314493 | 501(C )(3) | $7,000 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| GIVE BACK TAHOE FUND | |||||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | 680416404 | 501(C )(3) | $9,600 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| EL DORADO COMMUNITY FOUNDATION | |||||||||
| 312 MAIN STREET STE 201 | PLACERVILLE | CA | 95667 | 680255556 | 501(C )(3) | $21,183 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| NORTH VALLEY COMMUNITY FOUNDATION | |||||||||
| 240 MAIN STREET SUITE 260 | CHICO | CA | 95928 | 680161455 | 501(C )(3) | $64,614 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| TAHOE FOOD HUB | |||||||||
| PO BOX 3038 | TRUCKEE | CA | 96160 | 460814908 | 501(C )(3) | $7,400 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| TAHOE TRUCKEE COMMUNITY FOUNDATION SCHOLARSHIP GRANT FUND | |||||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | 680416404 | 501(C )(3) | $118,200 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| SUGAR BOWL SKI TEAM & ACADEMY | |||||||||
| 409 TENNESEE GLEN WAY | MILL VALLEY | CA | 94941 | 943171879 | 501(C )(3) | $30,000 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| ADVENTURE RISK CHALLENGE | |||||||||
| PO BOX 3208 | TRUCKEE | CA | 96160 | 471579462 | 501(C )(3) | $15,450 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| MRS KATHERINE BEALLO SCHOLARSHIP FUND | |||||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | 680416404 | 501(C )(3) | $25,000 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| AIM HIGH | |||||||||
| 2030 HARRISON STREET 3RD FLOOR | SAN FRANCISCO | CA | 94110 | 943296338 | 501(C )(3) | $10,701 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| BOYS AND GIRLS CLUB OF NORTH LAKE TAHOE | |||||||||
| PO BOX 1617 | KINGS BEACH | CA | 96143 | 311549603 | 501(C )(3) | $67,400 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| TRUCKEE ROTARY COMMUNITY FOUNDATION | |||||||||
| PO BOX 3210 | TRUCKEE | CA | 96160 | 680173169 | 501(C )(3) | $15,800 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| TAHOE TRUCKEE EXCELLENCE IN EDUCATION FOUNDATION | |||||||||
| PO BOX 2951 | TRUCKEE | CA | 96160 | 680105303 | 501(C )(3) | $13,654 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| SOS OUTREACH | |||||||||
| PO BOX 2020 | AVON | CO | 81620 | 841332544 | 501(C )(3) | $57,900 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| SIERRA WATERSHED EDUCATION PARTNERSHIPS | |||||||||
| PO BOX 1602 | TAHOE CITY | CA | 96145 | 911848359 | 501(C )(3) | $74,897 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| STEPHEN J WAMPLER FOUNDATION | |||||||||
| 941 ORANGE AVE STE 440 | CORONADO | CA | 92118 | 800470847 | 501(C )(3) | $47,850 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| GIRLS ON THE RUN | |||||||||
| 100 CALIFORNIA AVE SUITE 210 | RENO | NV | 89509 | 010901343 | 501(C )(3) | $7,300 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| GATEWAY MOUNTAIN CENTER | |||||||||
| 10038 MEADOW WAY UNIT D | TRUCKEE | CA | 96161 | 822347906 | 501(C )(3) | $138,350 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| KIDZONE MUSEUM | |||||||||
| 11260 DONNER PASS ROAD SUITE C1 702 | TRUCKEE | CA | 96161 | 943156964 | 501(C )(3) | $12,350 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| HEADWATERS SCIENCE INSTITUTE | |||||||||
| PO BOX 913 | SODA SPRINGS | CA | 95728 | 471714438 | 501(C )(3) | $8,500 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| TAHOE INSTITUTE FOR NATURAL SCIENCE | |||||||||
| PO BOX 4289 | TRUCKEE | CA | 96160 | 272379984 | 501(C )(3) | $60,700 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| TAHOE TRUCKEE COMMUNITY SCHOLARSHIP COMMITTEE | |||||||||
| 11603 DONNER PASS ROAD | TRUCKEE | CA | 96161 | 942577907 | 501(C )(3) | $6,000 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| TAHOE TRUCKEE UNIFIED SCHOOL DISTRICT | |||||||||
| 11603 DONNER PASS ROAD | TRUCKEE | CA | 96161 | 946003109 | 501(C )(3) | $64,522 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| UNIVERSITY OF CALIFORNIA | |||||||||
| 1995 UNIVERSITY AVE SUITE 401 | BERKELEY | CA | 94704 | 946090626 | 501(C )(3) | $9,000 | $0 | 2-EDUCATION & YOUTH DEVELOPMENT | |
| TRUCKEE RIVER WATERSHED COUNCIL | |||||||||
| PO BOX 8568 | TRUCKEE | CA | 96162 | 911818748 | 501(C )(3) | $76,500 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| TRUCKEE DONNER LAND TRUST | |||||||||
| PO BOX 8816 | TRUCKEE | CA | 96162 | 680245327 | 501(C )(3) | $142,550 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| POINT BLUE CONSERVATION SCIENCE | |||||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | 941594250 | 501(C )(3) | $15,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| SOUTH YUBA RIVER CITIZENS LEAGUE | |||||||||
| 313 RAILROAD AVENUE 101 | NEVADA CITY | CA | 95959 | 680171371 | 501(C )(3) | $15,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| HIGH FIVES NONPROFIT FOUNDATION | |||||||||
| PO BOX 3212 | TRUCKEE | CA | 96160 | 264275773 | 501(C )(3) | $40,285 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| UC DAVIS TAHOE ENVIRONMENTAL RESEARCH CENTER | |||||||||
| 291 COUNTRY CLUB DRIVE | INCLINE VILLAGE | NV | 89451 | 946036494 | 501(C )(3) | $11,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| TAHOE-PYRAMID TRAIL | |||||||||
| 4790 CAUGHLIN PARKWAY UNIT 138 | RENO | NV | 89519 | 550895667 | 501(C )(3) | $5,450 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| CLEAN UP THE CAYES | |||||||||
| PO BOX 5016 | STATELIINE | NV | 89449 | 825280324 | 501(C )(3) | $48,100 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| TAHOE RIM TRAIL ASSOCIATION | |||||||||
| PO BOX 3267 | STATELIINE | NV | 89449 | 942789846 | 501(C )(3) | $6,600 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| TAHOE ABILITY PROGRAM | |||||||||
| 11025 PIONEER TRAIL UNIT 102 | TRUCKEE | CA | 96161 | 853080525 | 501(C )(3) | $8,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| TRUCKEE TRAILS FOUNDATION | |||||||||
| PO BOX 1751 | TRUCKEE | CA | 96160 | 010601303 | 501(C )(3) | $14,400 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| SUGAR PINE FOUNDATION | |||||||||
| 1458 MT RAINIER DRIVE | SOUTH LAKE TAHOE | CA | 96150 | 251909869 | 501(C )(3) | $6,300 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| MAIDU SUMMIT CONSORTIUM | |||||||||
| 289 MAIN STREET UNIT 7 | CHESTER | CA | 96020 | 271129385 | 501(C )(3) | $25,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| VP DATA COMMONS | |||||||||
| PO BOX 1118 | LOS ALTOS | CA | 94023 | 844352957 | 501(C )(3) | $25,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| GREAT BASIN INSTITUTE | |||||||||
| 16750 MOUNT ROSE HWY | RENO | NV | 89511 | 880431016 | 501(C )(3) | $25,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| FEATHER RIVER LAND TRUST | |||||||||
| PO BOX 1826 | QUINCY | CA | 95971 | 680449687 | 501(C )(3) | $25,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| SIERRA INSTITUTE FOR COMMUNITY AND ENVIRONMENT | |||||||||
| PO BOX 11 | TAYLORSVILLE | CA | 96983 | 911818166 | 501(C )(3) | $50,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| SIERRA NEVADA ALLIANCE | |||||||||
| PO BOX 7989 | SOUTH LAKE TAHOE | CA | 96158 | 770343881 | 501(C )(3) | $92,500 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| LAKE TAHOE COMMUNITY COLLEGE FOUNDATION | |||||||||
| ONE COLLEGE DRIVE | SOUTH LAKE TAHOE | CA | 96150 | 680383810 | 501(C )(3) | $100,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| NATIONAL FOREST FOUNDATION | |||||||||
| BLDG 27 STE 3 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | 521786332 | 501(C )(3) | $625,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| MOUNTAIN AREA PRESERVATION | |||||||||
| PO BOX 25 | TRUCKEE | CA | 96160 | 680148964 | 501(C )(3) | $10,550 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| NEVADA COUNTY OFFICE OF EMERGENCY SERVICES | |||||||||
| 501(C )(3) | $100,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | ||||||
| HUMANE SOCIETY OF TRUCKEE-TAHOE | |||||||||
| 10961 STEVENS LANE | TRUCKEE | CA | 96161 | 680366788 | 501(C )(3) | $12,300 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| SLOW FOOD LAKE TAHOE | |||||||||
| PO BOX 1351 | TRUCKEE | CA | 96160 | 260384026 | 501(C )(3) | $7,500 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| FOREST FUND | |||||||||
| PO BOX 366 | TRUCKEE | CA | 96160 | 680416404 | 501(C )(3) | $275,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| BAY AREA DISCOVERY MUSEUM | |||||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | 680033227 | 501(C )(3) | $10,000 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| TROUT UNLIMITED | |||||||||
| 15695 DONNER PASS RD SUITE 100 BOX | TRUCKEE | CA | 96161 | 381612715 | 501(C )(3) | $12,250 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | 6 |
| CONSERVATION SCIENCE PARTNERS INC | |||||||||
| 11050 PIONEER TRAIL SUITE 202 | TRUCKEE | CA | 96161 | 452504981 | 501(C )(3) | $15,750 | $0 | 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE | |
| TAHOE FOREST HEALTH SYSTEM FOUNDATION | |||||||||
| PO BOX 2508 | TRUCKEE | CA | 96160 | 943047869 | 501(C )(3) | $14,300 | $0 | 4-HEALTH & HUMAN SERVICES | |
| NEVADA COUNTY BEHAVIORAL HEALTH DEPARTMENT | |||||||||
| 500 CROWN POINT CIRCLE SUITE 120 | GRASS VALLEY | CA | 95945 | 501(C )(3) | $20,000 | $0 | 4-HEALTH & HUMAN SERVICES | ||
| GRANITE WELLNESS CENTERS | |||||||||
| PO BOX 6028 | AUBURN | CA | 95604 | 942275091 | 501(C )(3) | $20,000 | $0 | 4-HEALTH & HUMAN SERVICES | |
| COMMUNITY COLLABORATIVE OF TAHOE TRUCKEE | |||||||||
| PO BOX 10832 | TRUCKEE | CA | 96160 | 501(C )(3) | $31,500 | $0 | 4-HEALTH & HUMAN SERVICES | ||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C )(3) | $5,700 | $0 | 4-HEALTH & HUMAN SERVICES | |
| AMI HOUSING INC | |||||||||
| PO BOX 5216 | AUBURN | CA | 95603 | 470932204 | 501(C )(3) | $18,050 | $0 | 4-HEALTH & HUMAN SERVICES | |
| SIERRA SENIOR SERVICES | |||||||||
| PO BOX 4152 | TRUCKEE | CA | 96160 | 680484075 | 501(C )(3) | $71,250 | $0 | 4-HEALTH & HUMAN SERVICES | |
| AMERICAN GROUP PSYCHOTHERAPY FOUNDATION | |||||||||
| 25 EAST 21ST STREET 6TH FLOOR | NEW YORK | NY | 10010 | 136161730 | 501(C )(3) | $9,000 | $0 | 4-HEALTH & HUMAN SERVICES | |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | 135660870 | 501(C )(3) | $7,000 | $0 | 4-HEALTH & HUMAN SERVICES | |
| NORTH TAHOE ARTS | |||||||||
| PO BOX 6354 | TAHOE CITY | CA | 96145 | 680214830 | 501(C )(3) | $6,650 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| FRIENDS OF THE TRUCKEE LIBRARY | |||||||||
| PO BOX 3355 | TRUCKEE | CA | 96160 | 680373252 | 501(C )(3) | $19,700 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
| COMMUNITY OF WRITERS | |||||||||
| PO BOX 1416 | NEVADA CITY | CA | 95959 | 237179177 | 501(C )(3) | $5,050 | $0 | 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | GRANTS ARE MADE PRIMARILY LOCAL TO THE REGION. DUE DILIGENCE IS PERFORMED ON ORGANIZATIONS PRIOR TO AWARDING THE GRANT TO ENSURE THAT THEY ARE ELIGIBLE. ALL GRANTS MADE THROUGH OUR COMPETITIVE GRANTMAKING PROCESS ARE REQUIRED TO FILE A GRANT EVALUATION. |
| PART II, LINE |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACY CALDWELL | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $175,417 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $175,417 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $372,014 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | STAFF IS RESPONSIBLE FOR COMPLETING AND FILING THE FORM 990, WHICH IS REVIEWED BY MANAGEMENT STAFF AND THE EXECUTIVE DIRECTOR. PRIOR TO ITS FILING, A DRAFT IS E-MAILED TO ALL BOARD MEMBERS. THEIR COMMENTS, QUESTIONS AND CONCERNS ARE SOLICITED AND CONSIDERED PRIOR TO BEING COMPLETED AND SUBMITTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE TURNED INTO AND REVIEWED BY CEO. ANY CONFLICTS ARE DISCUSSED WITH THE BOARD MEMBER, STAFF MEMBER OR VOLUNTEER AND APPROPRIATE ACTION IS TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO AN ANNUAL PERFORMANCE REVIEW. BI-ANNUALLY, A SUB-COMMITTE OF THE BOARD DOES AN IN-DEPTH REVIEW OF THE COMPENSATION OF SUCH EMPLOYEES AND COMPARES THE SALARIES TO THE SURVEYS PUBLISHED BY BOTH THE COUNCIL ON FOUNDATIONS AND THE LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS. THE PROCESS AND RESULTS ARE DOCUMENTED IN THE EMPLOYEE PERSONNEL FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION. |
| FORM 990, PART VIII, LINE 1F, 7B AND 11A: | SUBSEQUENT TO THE FILING OF THE 2022 TAX RETURN, CHANGES WERE MADE TO CORRECT (1) CONTRIBUTIONS, GIFTS AND GRANTS AMOUNT, (2) COST OR OTHER BASIS AND SALES EXPENSES AND (3) ADMINISTRATIVE INCOME. |
| FORM 990, PART X, LINE 11, 15 AND 27: | SUBSEQUENT TO THE FILING OF THE 2022 TAX RETURN, CHANGES WERE MADE TO CORRECT (1) INVESTMENTS - PUBLICLY TRADED SECURITIES, (2) OTHER ASSETS AND (3) NET ASSETS WITHOUT DONOR RESTRICTIONS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 320,775. GAAP/TAX DIFFERENCE FOR PRESENTATION OF AGENCY FUNDS 136,467. |
| FORM 990, PART XII, LINE 2C: | THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT AND THIS PROCESS HAS REMAINED CONSISTENT WITH PRIOR YEAR. |
| SCHEDULE D, PART XI, LINE 1, 2D AND 4B: | SUBSEQUENT TO THE FILING OF THE 2022 TAX RETURN, CHANGES WERE MADE TO CORRECT (1) TOTAL REVENUE, GAINS AND OTHER SUPPORT PER AUDITED FINANCIAL STATEMENTS, (2) CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS AND (3) INCOME FROM CROSSLINK, BOYD WATTERSON AND BRIDGE WORKFORCE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY HOUSE OF TAHOE TRUCKEE COMMUNITY FOUNDATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 BEAR STREET | AddressLine1Txt |
| City | KINGS BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | ENGAGE IN CHARITABLE PROGRAMS & ACTIVITIES BENEFITTING THE LAKE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAHOE TRUCKEE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY HOUSE OF TAHOE TRUCKEE COMMUNITY FOUNDATION LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Method Of Amount Determination | AMOUNT PAID, REIMBURSED DIRECTLY | MethodOfAmountDeterminationTxt |
Comments