Employees Association of Professionals of Tahoe Forest Hospi

Nonprofit profile at a glance

EIN
463636886
IRS 990 coverage
2022–2025
Forms available
Form 990 2025, Form 990-EZ 2019, Form 990-N 2020
Location
Truckee, CA, USA
Phone
5305873200
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Labor Unions

Reported finances

Revenue
$119,726
Expenses
$56,999
Assets
$480,263
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • JULIE MORGAN (PRESIDENT)

Highest reported compensation

  • JULIE MORGAN (PRESIDENT): $4,000 total reported compensation
  • ABIGAIL THOMAS (TREASURER): $2,400 total reported compensation
  • JESSICA LICHTIG-GROOM (VICE-PRESIDE): $2,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The primary mission of the tahoe forest employees' association of professionals (association)is to represent the interests of the professional employees of the tahoe forest hospital district.

What it reported doing in 2025

The association functions as a labor organization for its members, represents members (individually and collectively) in matters relating to wages and conditions of employment, supports the professional growth and welfare of all represented employees, promotes positive working conditions, maintains professional standards within each work setting, establishes and maintains communication with hospital administration and medical staff, and negotiates employee contracts with hospital management.

Operating model

Revenue model
Earned-program. 85% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 91% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 43
  • Transparency & Controls: 90
  • Accountability: 63
  • Sustainability: 80
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 31.4%; rating input score 31
  • Program expense ratio: 77.9%; rating input score 78
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 9 controls in place; rating input score 11
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 52.4%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 8.43; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 17.9%; rating input score 20; 20th percentile among comparable filings

Growth

  • Program expense growth: 3.3% per year; rating input score 100; 43rd percentile among comparable filings
  • Revenue growth: 12.7% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 15% per year; rating input score 100; 75th percentile among comparable filings

Details

  • Where the money goes: 31.4% of revenue deployed · 77.9% of spending went to programs
  • Governance: 261 of 261 board members independent · 1 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $44K in reported program spending
  • Leadership: top reported pay $4K · 4 people listed
  • Consistency: 18 of 18 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
  • High — Accountability: Governance controls: 7 of 8 not reported.
  • High — Sustainability: Officer compensation ratio scored 20/100.