Skip to content
Nonprofiteer
← TAHOE FOREST HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2024

Filed by TAHOE FOREST HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$3,633,084
Total expenses
$1,121,242
Contributions and grants received
$3,547,502
Grants paid
$1,100,608
Program services expenses (Part IX)
$1,100,608
Management and general expenses
$20,634
Fundraising expenses
$0
Program service expenses (Part III)
$1,100,608

Program services were 98.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNA ROTH

    CEO, TFHD & DIRECTOR (AS OF 03/25)

    Total calculated
    $0
    Hours/week
    0.5 + 39.5 related

  • LOUIS WARD - INTERIM

    CEO, TFHD & DIRECTOR (THRU 03/25)

    Total calculated
    $703,814
    From this org
    $0
    From related orgs
    $635,634
    Other
    $68,180
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,562 related
    Bonus
    $0 + $85,632 related
    Other
    $0 + $10,440 related
    Deferred
    $0 + $37,173 related
    Nontaxable benefits
    $0 + $31,007 related
    Filer's total
    $0 + $703,814 related

  • BRECK OVERALL

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • ALICIA BARR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SANDRA CATH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ALAN KERN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LAUREN LESSARD PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL MCGARRY

    EX OFFICIO MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TRINKIE WATSON

    DIRECTOR (THRU 01/25)

    Total calculated
    $0
    Hours/week
    0.5

  • SCOTT WESSEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CRYSTAL FELIX

    CFO, TFHD & TREASURER

    Total calculated
    $639,472
    From this org
    $0
    From related orgs
    $553,157
    Other
    $86,315
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,964 related
    Bonus
    $0 + $86,261 related
    Other
    $0 + $11,932 related
    Deferred
    $0 + $46,542 related
    Nontaxable benefits
    $0 + $39,773 related
    Filer's total
    $0 + $639,472 related

  • KARLI BUNNELL

    EXECUTIVE DIRECTOR

    Total calculated
    $304,816
    From this org
    $0
    From related orgs
    $249,070
    Other
    $55,746
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,548 related
    Bonus
    $0 + $28,990 related
    Other
    $0 + $13,532 related
    Deferred
    $0 + $15,973 related
    Nontaxable benefits
    $0 + $39,773 related
    Filer's total
    $0 + $304,816 related

  • JAYE CHASSEUR

    CONTROLLER, TFHD

    Total calculated
    $320,085
    From this org
    $0
    From related orgs
    $274,947
    Other
    $45,138
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,298 related
    Bonus
    $0 + $26,788 related
    Other
    $0 + $3,861 related
    Deferred
    $0 + $29,778 related
    Nontaxable benefits
    $0 + $15,360 related
    Filer's total
    $0 + $320,085 related

  • HARRY WEIS

    FORMER OFFICER

    Total calculated
    $1,240,924
    From this org
    $0
    From related orgs
    $1,173,027
    Other
    $67,897
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $776,111 related
    Bonus
    $0
    Other
    $0 + $396,916 related
    Deferred
    $0 + $52,394 related
    Nontaxable benefits
    $0 + $15,503 related
    Filer's total
    $0 + $1,240,924 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE FOUNDATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION.
PART I, LINE 4A
HARRY WEIS RECEIVED A SEVERANCE PAYMENT OF $396,916 IN 2024. DETAILS OF THE ARRANGEMENT ARE AVAILABLE TO THE IRS UPON REQUEST.
PART I, LINE 6
CURRENT EMPLOYEES OF THE RELATED ORGANIZATION, TAHOE FOREST HOSPITAL DISTRICT (DISTRICT) WHO MEET THE PLAN CRITERIA ARE ELIGIBLE TO PARTICIPATE IN A GAIN SHARING PROGRAM. CERTAIN PROGRAM METRICS MUST BE ACHIEVED IN ORDER FOR THE GAIN SHARING POOL TO BE ACTIVE FOR THE FISCAL YEAR. THE POOL OF GAIN SHARING FUNDS IS CALCULATED AS A PERCENTAGE OF AUDITED NET INCOME OF THE DISTRICT, TIERED FOR DIFFERENT LEVELS OF NET INCOME OF THE DISTRICT OVERALL. ELIGIBLE EMPLOYEES, WHICH MAY INCLUDE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES OF THE DISTRICT THAT ALSO SERVE THE FOUNDATION THAT ARE EMPLOYED BY THE DISTRICT RECEIVE A PRO-RATA SHARE OF THE GAIN SHARING POOL BY ALLOCATING THE EMPLOYEE'S SALARY AGAINST THE TOTAL SALARY OF ALL ELIGIBLE EMPLOYEES. THE FOUNDATION DOES NOT INCUR ANY EXPENSES UNDER THIS PLAN.
PART I, LINE 7
CERTAIN KEY PERSONNEL OF THE RELATED ORGANIZATION, TAHOE FOREST HOSPITAL DISTRICT (DISTRICT) THAT SERVE THE FOUNDATION ARE ELIGIBLE FOR THE INCENTIVE COMPENSATION PLAN WHICH AWARDS A PERCENTAGE OF BASE COMPENSATION FOR THE FISCAL YEAR. ELIGIBLE EMPLOYEES OF THE DISTRICT INCLUDE OFFICERS, KEY PERSONNEL, AND OTHER EMPLOYEES AT THE DISCRETION OF THE CEO THAT MAY ALSO SERVE THE FOUNDATION. FOR THE INCENTIVE COMPENSATION TO BE AWARDED, CERTAIN FINANCIAL TARGETS AND ACHIEVEMENT OF ANNUAL GOALS AND STRATEGIC OBJECTIVES MUST BE MET. THE CEO MAY USE DISCRETION OVER THE INCENTIVE COMPENSATION AWARDED, BUT ALL PAYOUTS UNDER THE PLAN ARE DETERMINED AFTER ACCEPTANCE OF THE DISTRICT'S AUDITED FINANCIAL STATEMENT BY THE BOARD OF DIRECTORS. THE FOUNDATION DOES NOT INCUR ANY EXPENSES UNDER THIS PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.5
Source object
202601359349312895

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.