Donner Summit Association EIN 87-0806766 Form 990 (PDF) Claim this org

Donner Summit Association FY2021 filing

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Protects alpine environment and heritage through education and advocacy. For fiscal year 2021 it reported $261K in revenue, $168K in expenses, and $106K in net assets.Pt I

Type
Public charity (501(c)(3)) · Environment
Location
Soda Springs, CA
Filings
5 on file (2021–2021)
Revenue
$261KFY2021
Expenses
$168K
Net assets
$106K
People
4
Filings
5
Updates
0
More identity details & actions ⌄
EIN  87-0806766 Public charity (501(c)(3)) Soda Springs, CA
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →
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Size
<$100K
What they do
Protects alpine environment and heritage through education and advocacy.
Leadership
Patricia Malberg · President
Money in and out
$261K revenue, $168K expenses
Bottom line
96% program efficiency
Where the money goes · FY2021
Total revenue
$261K
Pt VIII · Ln 12
Total expenses
$168K
Pt IX · Ln 25
Net assets
$106K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $93K
Where spending went · Part IX cols B–D
Program services $0.96 Management & general $0.04
Program efficiency
96%
of spending reaches programs
Operating runway
7.4mo
months of highly liquid reserves at operating expense rate
Surplus margin
+36%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$261K
FY2021
Total revenue
$261K
Pt VIII · Ln 12
Total expenses
$168K
Pt IX · Ln 25
Net assets
$106K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$93K
Total assetsPt X · Ln 16$106K
Program-expense ratioPt IX · col B96%
Voting members of governing bodyPt I · Ln 34
Independent voting membersPt I · Ln 44

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CDonner Summit Association
EINHdr · item D87-0806766
Principal addressHdr · item CSoda Springs, CA
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEnvironment (C30)
Ruling yearIRS BMFSep 2007

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a4
Independent voting membersPt VI · Ln 1b4
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
See Donner Summit Association executive salaries →

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Mission & Programs · Part III

Where the work happens

1 program service account for $162K of program spending, described in the organization's own filed words · FY2020.
01

- Completion and opening of Lamson Cashion Trail & History Hub (Grants from Placer and Nevada County, and private donations.)- Compile Draft of Donner Summit Public Use, Trails and Recreation Facilities Plan- Acquire donations from community members and partner with local organizations for further community improvements.

$162Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants100%$261K
Total revenueLn 12$261K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.96 Management & general $0.04
Program services96%$162K
Management & general4%$6K
Total functional expensesLn 25$168K

Balance Sheet

Part X · end of year
CashLn 1$103K
Total assetsLn 16$106K
Total liabilitiesLn 26$0
Total net assetsLn 32$106K
Months of cash on handcomputed7.4

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $103K · Operating expenses/yr $168K
7.4 months
Where the money goes
Program services
Program services $162K · Total expenses $168K
96%
Management & General
Management & general $6K · Total expenses $168K
4%
Fundraising
Fundraising $0 · Total expenses $168K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $261K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $261K · Total revenue $261K
100%
Government reliance
Government grants — · Total revenue $261K
Earned-income share
Program service revenue $0 · Total revenue $261K
0%
Investment reliance
Investment income $0 · Total revenue $261K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $168K
0%
Growth & trend
Revenue growth (YoY)
This year $261K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $106K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $261K · Expenses $168K
+36%
Liabilities-to-Assets
Total liabilities — · Total assets $106K
Net-asset ratio
Net assets $106K · Total assets $106K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $106K
0%
People & payroll
Highest Reported Total Compensation
Individual Patricia Malberg · Reported title President · Highest reported compensation $0 · Total expenses $168K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $168K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 96%
Overhead ratio 4%
Fundraising cost ratio 0%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 1.0%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$44

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$19K revenue · ⤓ 990 PDF
FY2024$90K revenue · ⤓ 990 PDF
FY2023$39K revenue · ⤓ 990 PDF
FY2022$85K revenue · ⤓ 990 PDF
FY2021$261K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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