Civic Intelligence

The Reserve Connection

EIN 46-2730832 • 501(c)3 • San Juan Capistrano, CA

Profile

To foster an appreciation of the unique qualities of the protected habitat through targeted activities and programs.

PO Box 9San Juan Capistrano, CA 92693-0009

www.thenaturereserve.org

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

28th percentile

-4.5%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2024

Revenue Growth

53rd percentile

8.5%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2024

Assets

Up

$580,855

Up $20,908 (+3.7%) from 2023

Liabilities

Down

$3,005

Down $1,995 (-40%) from 2023

Net Assets

Up

$577,850

Up $22,903 (+4.1%) from 2023

Revenue

Up

$589,574

Up $28,145 (+5.0%) from 2023

Expenses

Down

$566,671

Down $29,562 (-5.0%) from 2023

Net Income

Up

$22,903

Up $57,707 (+166%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $76,548Liabilities 2016: $0Net Assets 2016: $76,5482016Assets 2017: $156,717Liabilities 2017: $0Net Assets 2017: $156,7172017Assets 2018: $265,730Liabilities 2018: $0Net Assets 2018: $265,7302018Assets 2019: $380,152Liabilities 2019: $0Net Assets 2019: $380,1522019Assets 2020: $689,385Liabilities 2020: $0Net Assets 2020: $689,3852020Assets 2021: $667,441Liabilities 2021: $0Net Assets 2021: $667,4412021Assets 2022: $589,751Liabilities 2022: $0Net Assets 2022: $589,7512022Assets 2023: $559,947Liabilities 2023: $5,000Net Assets 2023: $554,9472023Assets 2024: $580,855Liabilities 2024: $3,005Net Assets 2024: $577,8502024

Highlighted filing

2024

Assets$580,855
Liabilities$3,005
Net Assets$577,850

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $61,868Expenses 2016: $0Net Income 2016: $61,8682016Revenue 2017: $82,850Expenses 2017: $2,681Net Income 2017: $80,1692017Revenue 2018: $112,144Expenses 2018: $3,131Net Income 2018: $109,0132018Revenue 2019: $141,467Expenses 2019: $27,045Net Income 2019: $114,4222019Revenue 2020: $312,843Expenses 2020: $3,610Net Income 2020: $309,2332020Revenue 2021: $461,998Expenses 2021: $483,942Net Income 2021: -$21,9442021Revenue 2022: $447,763Expenses 2022: $525,453Net Income 2022: -$77,6902022Revenue 2023: $561,429Expenses 2023: $596,233Net Income 2023: -$34,8042023Revenue 2024: $589,574Expenses 2024: $566,671Net Income 2024: $22,9032024

Highlighted filing

2024

Revenue$589,574
Expenses$566,671
Net Income$22,903

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$589,574
Mission and Program Overview

Mission

To foster an appreciation of the unique qualities of the protected habitat through targeted activities and programs.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$559,947$460,898▼ $99,049
Savings and Temporary Cash Investments-$119,957-
Total Assets$559,947$580,855▲ $20,908
Liabilities
Other Liabilities$5,000$0▼ $5,000
Accounts Payable and Accrued Expenses-$3,005-
Total Liabilities$5,000$3,005▼ $1,995
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$554,947$577,850▲ $22,903
Total Net Assets Fund Balance$554,947$577,850▲ $22,903
Total Liabilities and Net Assets / Fund Balance$559,947$580,855▲ $20,908
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leeta a LathamExecutive DirectorFT$128,357$3,815$132,172

Board Members and Trustees

NameTitle
Marc LamkinPresident
Amaya GenaroDirector
Laura EisenbergDirector
Lissa FreeseSecretary
Elise MillingtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$130,484
Program Service Revenue
$455,122
Investment Income
$3,968
Other Revenue
$0
All Other Contributions
$125,484
Change in Net Assets
$22,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$402,686
Other Expenses$163,985
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$263,988$72,836-$336,824
Other Employee Benefits$31,364$8,654-$40,018
Fees for Services Accounting-$32,574-$32,574
Insurance$24,476$6,753-$31,229
Payroll Taxes$20,126$5,718-$25,844
Other Expenses$10,607$2,927-$13,534
Fees for Services Management-$12,026-$12,026
All Other Expenses$7,929$1,098-$9,027
Advertising-$5,267-$5,267
Office Expenses$26$2,825-$2,851
Conferences and Meetings$1,466--$1,466
Fees for Services Other-$1,036-$1,036
Total Functional Expenses$413,210$153,461$0$566,671
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

An electronic copy of the form 990 is sent securely to each member of the board for their review prior to filing.

Form 990, Part VI, Section B, Line 12C

Each board member is obligated to execute and deliver, on an annual basis, a written statement declaring that he/she has read the policy and understands the restrictions and requirements specified therein. Moreover, each director is obligated to disclose in the annual statement any actual or potential conflicts of interest that the director has with respect to the corporation and it's activities. Per the statement above the organization requires the signed acknowledgement each year and activity monitors and enforces compliance throughout the year.

Form 990, Part VI, Section C, Line 19

The organization makes its records available upon request.

Filing and Contact Details

Filer

Filer Name
The Reserve Connection
EIN
46-2730832
Phone
9494899778
Address
PO BOX 9, SAN JUAN CAPISTRANO, CA 92693-0009

Signing Officer

Name
Marc Lamkin
Title
President & CEO
Phone
9494899778
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Lamkin
Formed
2013
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
7
Volunteers
155

Preparer

Firm
Redwitz Inc
Address
3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Preparer
Rob Redwitz
Phone
9497531514
Raw XML Appendix387 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt08467
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02926
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt015361
IRS990ScheduleA/InvestmentIncomeCYPct00.00650
IRS990ScheduleA/InvestmentIncomePYPct00.00590
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99350
IRS990ScheduleA/PublicSupportPY509Pct00.99410
IRS990ScheduleA/PublicSupportTotal509Amt02358275
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0585605
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0552962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0444837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0461998
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0312873
IRS990ScheduleA/Total509Grp/TotalAmt02358275
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0589573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0561429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0447763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0461998
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0312873
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02373636
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC COPY OF THE FORM 990 IS SENT SECURELY TO EACH MEMBER OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER IS OBLIGATED TO EXECUTE AND DELIVER, ON AN ANNUAL BASIS, A WRITTEN STATEMENT DECLARING THAT HE/SHE HAS READ THE POLICY AND UNDERSTANDS THE RESTRICTIONS AND REQUIREMENTS SPECIFIED THEREIN. MOREOVER, EACH DIRECTOR IS OBLIGATED TO DISCLOSE IN THE ANNUAL STATEMENT ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST THAT THE DIRECTOR HAS WITH RESPECT TO THE CORPORATION AND IT'S ACTIVITIES. PER THE STATEMENT ABOVE THE ORGANIZATION REQUIRES THE SIGNED ACKNOWLEDGEMENT EACH YEAR AND ACTIVITY MONITORS AND ENFORCES COMPLIANCE THROUGHOUT THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS RECORDS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0559947
IRS990/TotalAssetsEOYAmt0580855
IRS990/TotalAssetsGrp/BOYAmt0559947
IRS990/TotalAssetsGrp/EOYAmt0580855
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0130484
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0153461
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0413210
IRS990/TotalFunctionalExpensesGrp/TotalAmt0566671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05000
IRS990/TotalLiabilitiesEOYAmt03005
IRS990/TotalLiabilitiesGrp/BOYAmt05000
IRS990/TotalLiabilitiesGrp/EOYAmt03005
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0554947
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0577850
IRS990/TotalOtherCompensationAmt03815
IRS990/TotalOtherProgSrvcExpenseAmt0279731
IRS990/TotalOtherProgSrvcRevenueAmt031941
IRS990/TotalProgramServiceExpensesAmt0413210
IRS990/TotalProgramServiceRevenueAmt0455122
IRS990/TotalReportableCompFromOrgAmt0128357
IRS990/TotalRevenueGrp/ExclusionAmt0459090
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0589574
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0155
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0559947
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0580855
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 9
IRS990/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0926930009
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTPS://WWW.THENATURERESERVE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARC LAMKIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09494899778
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RESERVE CONNECTION
ReturnHeader/Filer/BusinessNameControlTxt0RESE
ReturnHeader/Filer/EIN0462730832
ReturnHeader/Filer/PhoneNum09494899778
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0926930009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330850406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDWITZ INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 PARK PLAZA SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09497531514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROB REDWITZ
ReturnHeader/ReturnTs02025-11-13T12:50:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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