Civic Intelligence

Rancho Mission Viejo Land Trust

EIN 20-5991154 • San Juan Capistrano, CA

PO Box 9San Juan Capistrano, CA 92693-1209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$18,620,629

Up $3,008,323 (+19%) from 2023

Liabilities

Down

$0

Down $64,942 (-100%) from 2023

Net Assets

Up

$18,620,629

Up $3,073,265 (+20%) from 2023

Revenue

Down

$2,732,869

Down $720,199 (-21%) from 2023

Expenses

Up

$640,232

Up $17,226 (+2.8%) from 2023

Net Income

Down

$2,092,637

Down $737,425 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $2,392,693Liabilities 2011: $17,867Net Assets 2011: $2,374,8262011Assets 2012: $3,513,936Liabilities 2012: $7,180Net Assets 2012: $3,506,7562012Assets 2013: $3,444,463Liabilities 2013: $12Net Assets 2013: $3,444,4512013Assets 2014: $4,205,435Liabilities 2014: $0Net Assets 2014: $4,205,4352014Assets 2015: $4,185,752Liabilities 2015: $34Net Assets 2015: $4,185,7182015Assets 2016: $7,040,414Liabilities 2016: $0Net Assets 2016: $7,040,4142016Assets 2017: $8,186,147Liabilities 2017: $3,701Net Assets 2017: $8,182,4462017Assets 2018: $9,373,439Liabilities 2018: $27,921Net Assets 2018: $9,345,5182018Assets 2019: $11,638,487Liabilities 2019: $25,167Net Assets 2019: $11,613,3202019Assets 2020: $13,183,025Liabilities 2020: $62,653Net Assets 2020: $13,120,3722020Assets 2021: $14,339,101Liabilities 2021: $0Net Assets 2021: $14,339,1012021Assets 2022: $12,753,841Liabilities 2022: $5,250Net Assets 2022: $12,748,5912022Assets 2023: $15,612,306Liabilities 2023: $64,942Net Assets 2023: $15,547,3642023Assets 2024: $18,620,629Liabilities 2024: $0Net Assets 2024: $18,620,6292024

Highlighted filing

2024

Assets$18,620,629
Liabilities$0
Net Assets$18,620,629

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $340,4282011Expenses 2012: $596,0802012Revenue 2013: $644,570Expenses 2013: $706,875Net Income 2013: -$62,3052013Revenue 2014: $1,490,445Expenses 2014: $729,461Net Income 2014: $760,9842014Revenue 2015: $798,284Expenses 2015: $818,001Net Income 2015: -$19,7172015Revenue 2016: $3,644,751Expenses 2016: $790,055Net Income 2016: $2,854,6962016Revenue 2017: $2,239,253Expenses 2017: $1,097,221Net Income 2017: $1,142,0322017Revenue 2018: $2,633,555Expenses 2018: $1,470,483Net Income 2018: $1,163,0722018Revenue 2019: $1,989,245Expenses 2019: $892,474Net Income 2019: $1,096,7712019Revenue 2020: $1,345,430Expenses 2020: $933,467Net Income 2020: $411,9632020Revenue 2021: $701,083Expenses 2021: $411,678Net Income 2021: $289,4052021Revenue 2022: $581,660Expenses 2022: $284,844Net Income 2022: $296,8162022Revenue 2023: $3,453,068Expenses 2023: $623,006Net Income 2023: $2,830,0622023Revenue 2024: $2,732,869Expenses 2024: $640,232Net Income 2024: $2,092,6372024

Highlighted filing

2024

Revenue$2,732,869
Expenses$640,232
Net Income$2,092,637

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$2.73$0.64$2.09
2023Detailed filing. Detailed filing data is available for this year.$15.6$0.06$15.5$3.45$0.62$2.83
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.01$12.7$0.58$0.28$0.30
2021Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.70$0.41$0.29
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.06$13.1$1.35$0.93$0.41
2019Detailed filing. Detailed filing data is available for this year.$11.6$0.03$11.6$1.99$0.89$1.10
2018Detailed filing. Detailed filing data is available for this year.$9.37$0.03$9.35$2.63$1.47$1.16
2017Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.18$2.24$1.10$1.14
2016Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$3.64$0.79$2.85
2015Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.80$0.82$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$1.49$0.73$0.76
2013Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.64$0.71$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.51$0.60
2011Detailed filing. Detailed filing data is available for this year.$2.39$0.02$2.37$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE BALSAMOSecretary-$0--
ELISE MILLINGTONTreasurer-$0--
MARC LAMKINPresident-$0--
DON VODRADirector-$0--
LISSA FREESEDirector-$0--
TRINA MOISO-LAMKINDirector-$0--
JEREMY LASTERDirector-$0--
RICHARD AVERYDirector-$0--
BRETT LAWRENCEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rancho Mission Viejo Land Trust
EIN
20-5991154
Phone
9492403363
Address
PO BOX 9, SAN JUAN CAPISTRANO, CA 92693-1209

Signing Officer

Name
Marc Lamkin
Title
President & CEO
Phone
9492403363
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Redwitz Inc
Address
3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Preparer
Rob Redwitz
Phone
9497531514
Raw XML AppendixShowing 400 of 441 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0RANCHO MISSION VIEJO LAND TRUST PROVIDES MANAGEMENT AND MONITORING ACTIVITIES IN THE LAND TRUST PRESERVE USING THE BENEFIT FEES COLLECTED FROM THE FIRST TIME SALE OF HOMES WITHIN THE PRESERVE BENEFIT AREA.
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MONITORING ACTIVITIES COMPLETED IN 2024 COMPRISE YEAR 1 OF THE CURRENT 5-YEAR MANAGEMENT ACTION PLAN, WHICH COVERS 2024 THROUGH 2029. MANAGEMENT ACTION PLAN MONITORING IN 2024 INCLUDED MONITORING FOR WESTERN SPADEFOOT (SPEA HAMMONDII), ARROYO TOAD (BUFO CALIFORNICUS), COASTAL SAGE SCRUB VEGETATION, COASTAL SAGE SCRUB AVIAN POINT COUNTS, TRICOLORED BLACKBIRD (AGELAIUS TRICOLOR), SOUTHWESTERN POND TURTLE (ACTINEMYS PALLIDA), AND VISUAL DECLINE SURVEYS CONDUCTED AS PART OF THE ONGOING RAPID ASSESSMENT OF OAK AND RIPARIAN WOODLANDS ON RMV LANDS. MONITORING OF SENSITIVE PLANT SPECIES IN THE HABITAT RESERVE CONTINUED IN 2024 FOR COULTER'S SALTBUSH (ATRIPLEX COULTERI), THREAD-LEAVED BRODIAEA (BRODIAEA FILIFOLIA), SOUTHERN TARPLANT (CENTROMADIA PARRYI VAR. AUSTRALIS), AND MANY-STEMMED DUDLEYA (DUDLEYA MULTICAULIS). VERNAL POOL MONITORING WAS ALSO CONDUCTED IN 2024. INVASIVE PLANT SPECIES AND AQUATIC SPECIES CONTROL WERE IMPLEMENTED IN 2024.
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LAND MONITORING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LAND MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3INVESTMENT FEE

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