Nonprofit · EIN 01-0974628
TAHOE FUND
Also known as The Tahoe Fund
Tax-exempt · TAHOE CITY, CA 96145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $5,556,780 | $3,078,333 | $2,478,447 | $14,900,652 | $139,938 | $14,760,714 |
| March 31, 2024 | 990 | $4,115,226 | $2,479,654 | $1,635,572 | $12,411,982 | $95,843 | $12,316,139 |
| March 31, 2023 | 990 | $3,198,137 | $2,372,898 | $825,239 | $10,050,978 | $175,598 | $9,875,380 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $4,924,943
- of which government grants
- $98,527
- Program service revenue
- $6,000
- Investment income
- $769,836
- Net gain from sales of assets
- $391,958
- Net income from fundraising events
- -$143,999
- Other revenue
- -$143,999
Expenses
- Grants and similar amounts paid
- $1,414,241
- Compensation of officers, directors and key employees
- $444,385
- Other salaries and wages
- $322,902
- Salaries, compensation and benefits (total)
- $833,775
- Professional fundraising fees
- $0
- Accounting fees
- $47,316
- Occupancy
- $11,876
- Travel
- $18,525
- Program services (functional)
- $2,429,191
- Management and general (functional)
- $366,581
- Fundraising (functional)
- $282,561
Balance sheet and other
- Total assets, start of year
- $12,411,982
- Total assets, end of year
- $14,900,652
- Total liabilities, end of year
- $139,938
- Net assets, end of year
- $14,760,714
- Publicly traded securities
- $5,814,758
- Net assets without donor restrictions
- $8,227,531
- Net assets with donor restrictions
- $6,533,183
- Gross receipts
- $5,720,579
- Employees
- 11
- Volunteers
- 41
- Year formed
- 2010
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY BERRY | CEO Officer | 60 | $257,422 | $9,375 |
| Caitlin Meyer | Chief Prog Officer | 40 | $153,208 | $4,499 |
| Karolina Hedman | Chief Oper Officer | 60 | $133,244 | $5,986 |
| Caroline Waldman | Sr Comms Dir | 40 | $102,954 | $4,348 |
| VERDI DISESA | Chair Trustee or director, Officer | 5 | $0 | $0 |
| KEVIN MARSHALL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JULIE TEEL | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| CHUCK SCHARER | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| PAUL FELTON | Director Trustee or director | 1 | $0 | $0 |
| JIM BOYD | Director Trustee or director | 2 | $0 | $0 |
| ALLEN BIAGGI | Director Trustee or director | 2 | $0 | $0 |
| DEB HOWARD | Director Trustee or director | 4 | $0 | $0 |
| TIM CASHMAN | Director Trustee or director | 2 | $0 | $0 |
| TODD CHAPMAN | Director Trustee or director | 2 | $0 | $0 |
| JIM PORTER | Director Trustee or director | 4 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKIE HOLTMEIER | Director Trustee or director | 3 | $0 |
| JOHN JONES | Director Trustee or director | 6 | $0 |
| RYAN BUNTAIN | Director Trustee or director | 2 | $0 |
| BILL DIETZ | Director Trustee or director | 1.5 | $0 |
| STACEY CROWLEY | Director Trustee or director | 1 | $0 |
| MATT LEVITT | Director Trustee or director | 2 | $0 |
| CINDY GUSTAFSON | Director Trustee or director | 1 | $0 |
| BETH TREACY | Director Trustee or director | 2 | $0 |
| STEPHANIE TYLER | Director Trustee or director | 2 | $0 |
| SHAYDAR EDELMANN | Director Trustee or director | 2 | $0 |
| CORY RITCHIE | Director Trustee or director | 2 | $0 |
| KELLIE KESSEL | Director Trustee or director | 2 | $0 |
| AMY OHRAN | Director Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY BERRY | CEO Officer | 60 | $231,722 | $13,190 |
| Caitlin Meyer | Chief Prog Officer | 60 | $144,468 | $7,145 |
| Karolina Hedman | Chief Oper Officer | 60 | $120,252 | $8,600 |
| CORY RITCHIE | Chair Trustee or director, Officer | 10 | $0 | $0 |
| VERDI DISESA | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| JULIE TEEL | Secretary Trustee or director, Officer | 3 | $0 | $0 |
| CHUCK SCHARER | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| PAUL FELTON | Director Trustee or director | 2 | $0 | $0 |
| JIM BOYD | Director Trustee or director | 2 | $0 | $0 |
| ALLEN BIAGGI | Director Trustee or director | 2 | $0 | $0 |
| DEB HOWARD | Director Trustee or director | 4 | $0 | $0 |
| TIM CASHMAN | Director Trustee or director | 2 | $0 | $0 |
| TODD CHAPMAN | Director Trustee or director | 2 | $0 | $0 |
| JIM PORTER | Director Trustee or director | 2 | $0 | $0 |
| VICKIE HOLTMEIER | Director Trustee or director | 2 | $0 | $0 |
| JOHN JONES | Director Trustee or director | 7 | $0 | $0 |
| RYAN BUNTAIN | Director Trustee or director | 2 | $0 | $0 |
| BILL DIETZ | Director Trustee or director | 1.5 | $0 | $0 |
| STACEY CROWLEY | Director Trustee or director | 1 | $0 | $0 |
| MATT LEVITT | Director Trustee or director | 2 | $0 | $0 |
| CINDY GUSTAFSON | Director Trustee or director | 1 | $0 | $0 |
| BETH TREACY | Director Trustee or director | 2 | $0 | $0 |
| STEPHANIE TYLER | Director Trustee or director | 2 | $0 | $0 |
| KEVIN MARSHALL | Director Trustee or director | 2.5 | $0 | $0 |
| AMY OHRAN | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended March 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AMY BERRY | CEO Officer | 60 | $211,595 | $16,244 |
| Karolina Hedman | Director of Oper | 60 | $104,988 | $10,794 |
| CORY RITCHIE | Chairman Trustee or director, Officer | 10 | $0 | $0 |
| VERDI DISESA | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JULIE TEEL | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| CHUCK SCHARER | Treasurer Trustee or director, Officer | 3 | $0 | $0 |
| PAUL FELTON | Director Trustee or director | 2 | $0 | $0 |
| JIM BOYD | Director Trustee or director | 2 | $0 | $0 |
| ALLEN BIAGGI | Director Trustee or director | 2 | $0 | $0 |
| DEB HOWARD | Director Trustee or director | 2 | $0 | $0 |
| TIM CASHMAN | Director Trustee or director | 2 | $0 | $0 |
| TODD CHAPMAN | Director Trustee or director | 2 | $0 | $0 |
| JIM PORTER | Director Trustee or director | 2 | $0 | $0 |
| VICKIE HOLTMEIER | Director Trustee or director | 2 | $0 | $0 |
| JOHN JONES | Director Trustee or director | 4 | $0 | $0 |
| RYAN BUNTAIN | Director Trustee or director | 2 | $0 | $0 |
| BILL DIETZ | Director Trustee or director | 2 | $0 | $0 |
| STACEY CROWLEY | Director Trustee or director | 2 | $0 | $0 |
| MATT LEVITT | Director Trustee or director | 2 | $0 | $0 |
| CINDY GUSTAFSON | Director Trustee or director | 2 | $0 | $0 |
| BETH TREACY | Director Trustee or director | 2 | $0 | $0 |
| STEPHANIE TYLER | Director Trustee or director | 2 | $0 | $0 |
| DEIDRA WALSH | Director Trustee or director | 2 | $0 | $0 |
| KEVIN MARSHALL | Director Trustee or director | 2 | $0 | $0 |
| MEG SANDMAN | Director Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7124, TAHOE CITY, CA 96145-7124
- Mailing address (990-N for 2010)
- PO Box 7124, Tahoe City CA 96145
- Principal officer (990 for 2024)
- AMY BERRY, PO BOX 7124, TAHOE CITY, CA 96145
- Principal officer (990-N for 2010)
- Cindy Gustafson, PO Box 6569, Tahoe City CA 96145
- Signed the 990
- AMY BERRY, CEO
- Phone
- (775) 298-0035
- Website
- www.tahoefund.org
- Return prepared by
- NICOLE S SACHSE CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 01-0974628 or by the name TAHOE FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To use the power of philanthropy to improve the Lake Tahoe environment for all to enjoy.
Program accomplishments
- RECREATION: THE TAHOE FUND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT WILL CREATE SUSTAINABLE OUTDOOR RECREATION. THE TAHOE FUND PROVIDED FUNDING FOR A NUMBER OF SUSTAINABLE RECREATION PROJECTS AROUND THE BASIN, INCLUDING THE EXTENSION OF THE EAST SHORE TRAIL WITH FUNDING FOR NEW PARKING LOTS ALONG SR28, THE MEEKS RIDGE TRAIL ON THE WEST SHORE OF TAHOE, AND GROOMING OF XC TRAILS WITH NEVADA NORDIC.Expenses $834,649 · grants $700,520
- STEWARDSHIP: THE TAHOE FUND EXECUTES INITIATIVES AND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT ENCOURAGE GREATER STEWARDSHIP OF THE TAHOE BASIN. TAHOE FUND AWARDED A NUMBER OF GRANTS TO ORGANIZATIONS THAT ARE EXPANDING ACCESS AND INCLUSION IN TAHOE, INCLUDING SOS OUTREACH TO GET UNDERSERVED KIDS OUT SKIING AND RIDING, ACCESSIBLITY IMPROVEMENTS AT WATERMANS LANDING, NEW INTERPRETIVE PANELS AT THE CRYSTAL BAY FIRE LOOKOUT AND MURALS IN FOREST SERVICE PIT TOILETS. THE TAHOE FUND CONTINUED TO FUND THE REGIONAL STEWARDSHIP COLLABORATION CALLED TAKE CARE TAHOE WITH NEW MESSAGES AND BILLBOARDS ON MAJOR HIGHWAYS INTO TAHOE AND WAS A MAJOR FUNDING PARTNER IN THE EXECUTION OF THE NEW DESTINATION STEWARDSHIP PLAN.Expenses $784,031 · grants $280,495
- FOREST HEALTH: THE TAHOE FUND PROVIDES GRANTS TO INCREASE THE PACE AND SCALE OF FOREST RESTORATION IN THE TAHOE BASIN TO PREVENT CATASTROPHIC WILDFIRE. SOME OF THE HIGHLIGHTS INCLUDED A NEW MASTICATION MACHINE FOR SOUTH LAKE TAHOE, SPONSORSHIP OF THE CA GOVERNORS WILDFIRE TASK FORCE CONVENING, AND SCHOLARSHIPS FOR FORESTY STUDENTS AT LAKE TAHOE COMMUNITY COLLEGE.Expenses $470,664 · grants $251,703
- CONSERVATION: THE TAHOE FUND PROVIDES GRANTS TO CRITICAL ENVIRONMENT IMPROVEMENT PROJECTS IN LAKE TAHOE THAT WILL HELP TO RESTORE LAKE CLARITY. THE TAHOE FUND GRANTED MONEY TO ROVING AIS INSPECTORS TO HELP PREVENT THE SPREAD OF AQUATIC INVASIVE SPECIES, AND THE KAHLE COMPLETE STREETS PROJECT THAT WILL REDUCE RUN-OFF INTO THE LAKE.Expenses $250,690 · grants $181,523
- OUTREACH: THE TAHOE FUND, ON ITS OWN AND IN COLLABORATION WITH OTHER ORGANIZATIONS, RAISES AWARENESS OF THE ENVIRONMENTAL NEEDS OF LAKE TAHOE AND THE BASIN. THE TAHOE FUND ACTIVELY PARTICIPATES IN THE LAKE TAHOE PARTNERSHIP, A COLLABORATION OF PUBLIC AND PRIVATE GROUPS IN THE BASIN THAT ARE ALL FOCUSED ON PROTECTING THE ENVIRONMENT THROUGH ENVIRONMENTAL IMPROVEMENT PROJECTS. IN ADDITION, THE TAHOE FUND IS A MEMBER OF THE CALIFORNIA TAHOE ALLIANCE THAT IS DEDICATED TO LOBBYING FOR FUNDING FOR THE ENVIRONMENTAL IMPROVEMENT PROGRAM. THROUGH THESE EFFORTS THE TAHOE FUND MET WITH ELECTED OFFICIALS IN CALIFORNIA, NEVADA AND FEDERALLY TO EDUCATE ON THE NEED FOR MORE PUBLIC SUPPORT OF ENVIRONMENTAL PROJECTS. THE TAHOE FUND SPONSORED AND ORGANIZED THE 2024 LAKE TAHOE SUMMIT, A DISCUSSION OF THE IMPORTANCE OF PROTECTING AND RESTORING LAKE TAHOE. THE SUMMIT WAS ATTENDED BY THE SENATORS AND CONGRESSMEN OF CALIFORNIA AND NEVADA, THE NEVADA GOVERNOR AND THE US SECRETARY OF TRANSPORTATION. IT WAS ALSO LIVESTREAMED TO AN AUDIENCE OF MORE THAN 1000 ONLINE. THE TAHOE FUND ALSO HELPS PROMOTE LAKE TAHOE LICENSE PLATES. THE PLATES PROGRAM SUPPORTS HIKING AND BIKING TRAILS AND WATERSHED RESTORATION THROUGH TAHOE'S PUBLIC ENVIRONMENTAL AGENCIES, THE CALIFORNIA TAHOE CONSERVANCY AND THE NEVADA DIVISION OF STATE LANDS.Expenses $89,157 · revenue $6,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0974628
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C12)
- Assets (IRS master file)
- $14,900,652
- Income (IRS master file)
- $5,720,579
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $5,556,780 | $3,078,333 | $14,900,652 | XML |
| 990 | March 2024 | $4,115,226 | $2,479,654 | $12,411,982 | XML |
| 990 | March 2023 | $3,198,137 | $2,372,898 | $10,050,978 | XML |
| 990 | March 2022 | $3,551,350 | $2,038,125 | $9,891,050 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Cindy Gustafson | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0974628).
Questions about TAHOE FUND
- What is the EIN of TAHOE FUND?
- The employer identification number (EIN) of TAHOE FUND is 01-0974628.
- Is TAHOE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to TAHOE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TAHOE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TAHOE FUND due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TAHOE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of TAHOE FUND?
- The 990 for the year ended March 31, 2025 names AMY BERRY.
- Who are the officers and directors of TAHOE FUND?
- The 990 for the year ended March 31, 2025 lists 28 people; 4 received compensation from the organization, the highest $257,422 (AMY BERRY, CEO).
- How much revenue does TAHOE FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $5,556,780, expenses of $3,078,333 and total assets of $14,900,652 at year end.
Other nonprofits in TAHOE CITY
- SIERRA WATERSHED EDUCATION PARTNERSHIPS EIN 91-1848359 · last filed 990 for 2025
- FRIENDS OF THE WEST SHORE EIN 46-1356084 · last filed 990-N for 2024
- NORTH LAKE TAHOE RESORT ASSOC INC EIN 93-1208751 · last filed 990 for 2025
- DOLLAR POINT SUBDIVISION HOMEOWNERS ASSOCIATION EIN 23-7241299 · last filed 990 for 2025
- TAHOE YACHT CLUB EIN 94-6103596 · last filed 990 for 2025
- SIERRA STATE PARKS FOUNDATION EIN 94-2538013 · last filed 990 for 2024
- TAHOE CROSS-COUNTRY SKI EDUCATION ASSOCIATION INC EIN 68-0431295 · last filed 990 for 2025
- TAHOE NORDIC SEARCH AND RESCUE TEAM INC PO BOX 7703 EIN 94-2737988 · last filed 990 for 2026