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Rancho Tma FY2023 filing

Not tax-deductible

Irvine, CA501(c)(4)Since 2015Community DevelopmentEIN 47-5396357

The organization's purpose is to promote the common good and general social welfare of the people of the community of rancho mission viejo through civic betterments and social improvements. The organization coordinates community efforts to improve accessibility to shared and alternative transportation modes, promote transportation demand management, and manage, promote and enhance transportation services. The organization also works with the local government and the community to develop and implement strategies and programs to manage transportation resources that will enhance the economic vitality and attractiveness of the rancho mission viejo community and south orange county.

78¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $70K a year · 27% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
11 mo
of spending, in cash
Looks good: 11.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$13K
3% of total assets
Looks good: liabilities are 3% 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
$198K
-15% vs prior year
Spent
$161K
To programs
78%
Net assets
$367K
By yearFY2020–FY2025
Revenue
$198K
FY2023▼ -15%
Revenue by fiscal year
FY2020$218K
FY2021$177K
FY2022$232K
FY2023$198K
FY2024$291K
FY2025$449K
Expenses
$161K
FY2023▼ -11%
Expenses by fiscal year
FY2020$32K
FY2021$101K
FY2022$182K
FY2023$161K
FY2024$284K
FY2025$386K
Net assets
$367K
FY2023▲ +11%
Net assets by fiscal year
FY2020$204K
FY2021$279K
FY2022$330K
FY2023$367K
FY2024$374K
FY2025$437K

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2016.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $126K Management & general 22% · $35K

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

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
Tyler Holst
Member-At-La
$0Pt VII · Sec A
Alex Berg
Treasurer
$0Pt VII · Sec A
Jay Bullock
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Kristie Vikse
Secretary
$0Pt VII · Sec A
See Rancho Tma executive salaries →

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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

Improves community transportation and accessibility to boost local economic vitality.

Provided by the organization

This section is blank until Rancho Tma claims this page.

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1 program service account for $126K of program spending, described in the organization's own filed words · FY2023.
01

Coordinate community efforts to improve accessibility to shared and alternative transportation modes.

$126Kprogram expense

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By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$198K
Ln 12
Fees for servicesLn 2g$198K
Money outPt IX
$161K
Ln 25
Programscol B$126K
Managementcol C$35K
Owns and owesPt X
$367K
net assets · Ln 32
Cash and savingsLn 1–2$153K
Total assetsLn 16$380K
LiabilitiesLn 26$13K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$198K
Total revenueLn 12$198K
Assets in detailPt X, end of year
CashLn 1$153K
Cash and savings togetherLn 1–2$153K
Land, buildings, equipmentLn 10c$224K
Total assetsLn 16$380K
LiabilitiesLn 26$13K
Net assetsLn 32$367K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
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$338K$153K
Land, buildings, equipmentLn 10c$224K
Total assetsLn 16$341K$380K
LiabilitiesLn 26$11K$13K
Net assetsLn 32$330K$367K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$15K$15K
Accounting feesLn 11c$2K$2K
Office expensesLn 13$4K$4K
Depreciation, depletion and amortizationLn 22$12K$12K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$123K$114K$9K
All other expensesLn 24e$125$125
Total functional expensesLn 25$161K$126K$35K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $449K$386K$63K$437K 990 PDF
FY2024 $291K$284K$7K$374K 990 PDF
FY2023 Viewing $198K$161K$37K$367K 990 PDF
FY2022 $232K$182K$51K$330K 990 PDF
FY2021 $177K$101K$76K$279K 990 PDF
FY2020 $218K$32K$186K$204K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $197,824 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $197,824$197,824
VIII-12 Total revenueRelated to mission $197,824$197,824
Part IX · Statement of functional expenses $161,036 across 7 lines filed
IX-11a Management feesManagement $15,000$15,000
IX-11c Accounting feesManagement $1,815$1,815
IX-13 Office expensesManagement $4,281$4,281
IX-22 Depreciation, depletion and amortizationPrograms $11,771$11,771
IX-23 InsuranceManagement $4,935$4,935
IX-24 Other expenses (24a–d)Programs $113,676 · Management $9,433$123,109
IX-24e All other expensesPrograms $125$125
IX-25 Total functional expensesPrograms $125,572 · Management $35,464 · Fundraising $0$161,036
Part X · Balance sheet $379,840 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $337,541$152,866
X-4 Accounts receivableStart of year $316$24
X-9 Prepaid expenses and deferred chargesStart of year $3,302$3,306
X-10c Land, buildings and equipment, net$223,644
X-16 Total assetsStart of year $341,159$379,840
X-17 Accounts payable and accrued expensesStart of year $11,344$13,237
X-26 Total liabilitiesStart of year $11,344$13,237
X-32 Total net assets or fund balancesStart of year $329,815$366,603
X-33 Total liabilities and net assetsStart of year $341,159$379,840
Part XI · Reconciliation of net assets $366,603 net assets at year end
XI-1 Total revenue$197,824
XI-2 Total expenses$161,036
XI-3 Revenue less expenses$36,788
XI-4 Net assets at start of year$329,815
XI-10 Net assets at end of year$366,603

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

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