The Reserve Connection (trc) is a nonprofit 501(c)(3) organization that works to foster an appreciation of the unique qualities of the protected habitat through targeted activities and programs. Trc expects to accomplish this specific purpose through alliances, sponsorships, and organized activities and programs that either promote, support and/or enhance: appreciation for the environmental significance of the protected habitat, community understanding of the history of the protected habitat, environmental activities and programs including volunteerism, education of future generations about the importance of stewardship of the land.

501(c)(3) charity; gifts are tax-deductible.
64¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $40K a year · 8% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
64%
of spending
Worth a look: 64% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
11 mo
of spending, in cash
Looks good: 11.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$561K
+25% vs prior year
Spent
$596K
To programs
64%
Net assets
$555K
By yearFY2020–FY2024
Revenue
$561K
FY2023▲ +25%
Tap a bar for its year
Revenue by fiscal year
FY2020$313K
FY2021$462K
FY2022$448K
FY2023$561K
FY2024$590K
Expenses
$596K
FY2023▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$4K
FY2021$484K
FY2022$525K
FY2023$596K
FY2024$567K
Net assets
$555K
FY2023▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$689K
FY2021$667K
FY2022$590K
FY2023$555K
FY2024$578K

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

64 cents of each dollar spent went to programs.

Program services 64% · $380K Management & general 36% · $217K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Leeta a Latham’s $128K as Executive Director is at the 93rd percentile of top reported officer pay among 1264 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fosters appreciation for protected habitats through educational programs and community activities.

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Provided by the organization

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3 programs · $195K · in their own filed words · FY2023
01

Public Program

The purpose of the public program is to educate the general public about the ecology and history of the reserve through onsite and offsite programs and lectures and at community outreach events.

$151Kprogram expense
02

School Program

The purpose of the school program is to offer opportunities for hands-on environmental learning through onsite field trips and offsite school assemblies. Each kindergarten through 5TH grade program is keyed to a specific set of california science standards.

$44Kprogram expense
03

Transfer fees related to escrow sales of homes within rancho mission viejo.

Pt IX · col B

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$561K
Ln 12
Fees for servicesLn 2g$374K
Gifts and grantsLn 1h$179K
Investment incomeLn 3$8K
Money outPt IX
$596K
Ln 25
Programscol B$380K
Managementcol C$217K
Owns and owesPt X
$555K
net assets · Ln 32
Cash and savingsLn 1–2$560K
Total assetsLn 16$560K
LiabilitiesLn 26$5K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$179K
Government grantsLn 1e$45K
Fees for servicesLn 2g$374K
Investment incomeLn 3$8K
Total revenueLn 12$561K
Assets in detailPt X, end of year
CashLn 1$560K
Cash and savings togetherLn 1–2$560K
Total assetsLn 16$560K
LiabilitiesLn 26$5K
Net assetsLn 32$555K
OperationsPt I, VI
EmployeesI 59
VolunteersI 657
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$590K$560K
Total assetsLn 16$590K$560K
LiabilitiesLn 26$0$5K
Net assetsLn 32$590K$555K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$305K$221K$83K
Other employee benefitsLn 9$51K$37K$14K
Payroll taxesLn 10$25K$13K$12K
Management feesLn 11a$13K$13K
Accounting feesLn 11c$35K$35K
Other fees for servicesLn 11g$3K$3K
Advertising and promotionLn 12$24K$24K
Office expensesLn 13$20K$118$19K
Conferences, conventions and meetingsLn 19$213$76$137
InsuranceLn 23$29K$21K$8K
Other expenses (24a–d)Ln 24$86K$81K$5K
All other expensesLn 24e$6K$6K$455
Total functional expensesLn 25$596K$380K$217K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $590K$567K$23K$578K 990 PDF
FY2023 Viewing $561K$596K−$35K$555K 990 PDF
FY2022 $448K$525K−$78K$590K 990 PDF
FY2021 $462K$484K−$22K$667K 990 PDF
FY2020 $313K$4K$309K$689K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $561,429 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $27,153$178,890
I-9 Program service revenuePrior year $417,684$374,072
I-10 Investment incomePrior year $2,926$8,467
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $447,763$561,429
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $345,787$381,159
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $179,666$215,074
I-18 Total expensesPrior year $525,453$596,233
I-19 Revenue less expensesPrior year −$77,690−$34,804
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $561,429 across 6 lines filed
VIII-1e Government grants$45,000
VIII-1f All other contributions, gifts and grants$133,890
VIII-1h Total contributions, gifts and grants$178,890
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $374,072$374,072
VIII-3 Investment incomeExcluded from tax $8,467$8,467
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $382,539$561,429
Part IX · Statement of functional expenses $596,233 across 12 lines filed
IX-7 Other salaries and wagesPrograms $221,468 · Management $83,332$304,800
IX-9 Other employee benefitsPrograms $37,026 · Management $13,932$50,958
IX-10 Payroll taxesPrograms $13,259 · Management $12,142$25,401
IX-11a Management feesManagement $13,035$13,035
IX-11c Accounting feesManagement $35,125$35,125
IX-11g Other fees for servicesManagement $2,926$2,926
IX-12 Advertising and promotionManagement $23,752$23,752
IX-13 Office expensesPrograms $118 · Management $19,440$19,558
IX-19 Conferences, conventions and meetingsPrograms $76 · Management $137$213
IX-23 InsurancePrograms $20,725 · Management $7,798$28,523
IX-24 Other expenses (24a–d)Programs $80,948 · Management $4,637$85,585
IX-24e All other expensesPrograms $5,902 · Management $455$6,357
IX-25 Total functional expensesPrograms $379,522 · Management $216,711 · Fundraising $0$596,233
Part X · Balance sheet $559,947 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $589,751$559,947
X-16 Total assetsStart of year $589,751$559,947
X-25 Other liabilitiesStart of year $0$5,000
X-26 Total liabilitiesStart of year $0$5,000
X-27 Net assets without donor restrictionsStart of year $589,751$554,947
X-32 Total net assets or fund balancesStart of year $589,751$554,947
X-33 Total liabilities and net assetsStart of year $589,751$559,947
Part XI · Reconciliation of net assets $554,947 net assets at year end
XI-1 Total revenue$561,429
XI-2 Total expenses$596,233
XI-3 Revenue less expenses−$34,804
XI-4 Net assets at start of year$589,751
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$554,947

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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