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Nonprofiteer
← REACH RESILIENCE

Form 990 for tax year 2023

Filed by REACH RESILIENCE.

Totals

Total revenue
$45,639,267
Total expenses
$8,843,394
Contributions and grants received
$33,500,000
Grants paid
$5,848,000
Program service revenue
$0
Investment income
$12,139,267
Other revenue
$0
Total assets, end of year
$354,615,583
Total liabilities, end of year
$177,240
Net assets or fund balances, end of year
$354,438,343
Program services expenses (Part IX)
$5,848,000
Management and general expenses
$2,995,394
Fundraising expenses
$0
Program service expenses (Part III)
$5,848,000

Program services were 66.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $33,500,000

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $10,554,964 · excluded $10,554,964

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,584,303

  • 7c · Gain or loss

    securities $1,584,303 · other assets $0

  • 7d · Net gain or loss

    total $1,584,303 · excluded $1,584,303

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,848,000 · program services $5,848,000

  • 5 · Compensation of officers, directors and key employees

    total $210,152 · management and general $210,152

  • 7 · Other salaries and wages

    total $257,820 · management and general $257,820

  • 8 · Pension plan contributions

    total $7,744 · management and general $7,744

  • 9 · Other employee benefits

    total $53,817 · management and general $53,817

  • 10 · Payroll taxes

    total $14,286 · management and general $14,286

  • 11a · Fees: management

    total $182,448 · management and general $182,448

  • 11b · Fees: legal

    total $288,400 · management and general $288,400

  • 11f · Fees: investment management

    total $1,094,253 · management and general $1,094,253

  • 11g · Fees: other

    total $255,692 · program services $0 · management and general $255,692 · fundraising $0

  • 12 · Advertising and promotion

    total $478,011 · management and general $478,011

  • 13 · Office expenses

    total $12,826 · management and general $12,826

  • 14 · Information technology

    total $713 · management and general $713

  • 16 · Occupancy

    total $29,310 · management and general $29,310

  • 17 · Travel

    total $51,553 · management and general $51,553

  • 19 · Conferences, conventions and meetings

    total $12,063 · management and general $12,063

  • 23 · Insurance

    total $25,478 · management and general $25,478

  • 24a · Other expenses: OTHER MISCELLANEOUS FEES

    total $17,265 · management and general $17,265

  • 24b · Other expenses: MAINTENANCE

    total $3,563 · management and general $3,563

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $61,205,444 · end of year $60,652,764

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,770 · end of year $48,798

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $209,259,901 · end of year $262,845,368

  • 12 · Investments: other securities

    beginning of year $18,204,618 · end of year $31,064,871

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $2,034 · end of year $3,782

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,802 · end of year $23,343

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $452,488 · end of year $153,897

  • 27 · Net assets without donor restrictions

    beginning of year $288,214,477 · end of year $354,438,343

Mission and programs · 2023

Mission

By advancing the work of Endeavors, Reach Resilience is committed to serving communities in crisis by activating allies, enabling change and elevating humanity through efforts that restore dignity, nurture confidence and empower perseverance.

Activities or mission (Part I)

By advancing the work of Endeavors, Reach Resilience is committed to serving communities in crisis by activating allies, enabling (CONTINUED ON SCHEDULE O)

  • Reach Resilience supports organizations whose missions aligns with serving vulnerable people in crisis.

    Expenses $5,838,000 · Grants $5,838,000

  • Reach Resilience supports the long-term financial viability of Family Endeavors, Inc. (DBA Endeavors) mission to serve vulnerable people in crisis.

    Expenses $10,000 · Grants $10,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alfred K Flowers

    Chair

    Total calculated
    $17,000
    From this org
    $17,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

  • Berenice Villarreal

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Andy Apple

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Blas Catalani

    Director

    Total calculated
    $0
    Hours/week
    1

  • Charles H Fulghum

    Director

    Total calculated
    $654,669
    From this org
    $0
    From related orgs
    $638,472
    Other
    $16,197
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,472 related
    Bonus
    $0 + $175,000 related
    Other
    $0
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $1,347 related
    Filer's total
    $0 + $654,669 related

  • Gene Wolf

    Director

    Total calculated
    $0
    Hours/week
    1

  • Henry Gallardo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jonas Allman

    Director

    Total calculated
    $529,883
    From this org
    $0
    From related orgs
    $493,846
    Other
    $36,037
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,846 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $21,187 related
    Filer's total
    $0 + $529,883 related

  • Shirley Schultz

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Samra Lazarus

    Executive Assistant/Secretary

    Total calculated
    $109,672
    From this org
    $35,912
    From related orgs
    $49,777
    Other
    $23,983
    Hours/week
    40 + 40 related

  • Sonya Medina

    President/CEO

    Total calculated
    $386,720
    From this org
    $135,626
    From related orgs
    $205,859
    Other
    $45,235
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $85,626 + $205,859 related
    Bonus
    $50,000
    Other
    $0
    Deferred
    $5,831 + $9,469 related
    Nontaxable benefits
    $8,682 + $21,253 related
    Filer's total
    $150,139 + $236,581 related

  • Steven L Lefever

    Treasurer

    Total calculated
    $486,116
    From this org
    $0
    From related orgs
    $450,068
    Other
    $36,048
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,703 related
    Bonus
    $0 + $119,365 related
    Other
    $0
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $21,198 related
    Filer's total
    $0 + $486,116 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION IS DETERMINED USING COMPARABILITY DATA, AT A LOCAL AS WELL AS A NATIONAL LEVEL PROVIDED BY AN INDEPENDENT CONSULTING AGENCY USING CURRENT MARKETPLACE ISSUES AND TRENDS IN ADDITION TO CHARACTERISTICS SPECIFIC TO THE ORGANIZATION. THIS INFORMATION WAS OBTAINED BY A RELATED ORGANIZATION AND SHARED WITH THE ORGANIZATION TO DETERMINE THE COMPENSATION OF THE PRESIDENT/CEO. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION. THIS IS DOCUMENTED IN THE MEETING MINUTES OF THE BOARD.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE ORGANIZATION ADOPTED A 457(F) PLAN COVERING CERTAIN KEY EMPLOYEES THAT PROVIDES UPON DISABILITY OR RETIREMENT A LUMP SUM PAYMENT. THE FOLLOWING INDIVIDUALS WERE PARTICIPANTS OF THIS PLAN, BUT RECEIVED NO BENEFITS FOR FISCAL YEAR 2023: JONAS ALLMAN, CHARLES FULGHUM, STEVEN LEFEVER, & SONYA MEDINA

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349309193

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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