Trusting Connections

Nonprofit profile at a glance

EIN
883285949
IRS 990 coverage
2024–2024
Forms available
Form 990 2024, Form 990-EZ 2023
Location
Concord, CA, USA
Phone
5105662114
Rating
47
Verdict
MIXED
Rating confidence
Moderate
Sector
Human Service Organizations

Reported finances

Revenue
$433,862
Expenses
$344,291
Assets
$98,038
Liabilities
$741

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

2 people listed

Executive titles in this filing

  • Rene Poche (CEO)

Highest reported compensation

  • Rene Poche (CEO): $122,413 total reported compensation
  • Christopher McClarty (CFO): $54,098 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Trusting Connection is a non-profit organization that was founded with the mission to support and empower people with disabilities as they navigate the lives of their choosing. We operate under the core values of Community, Agency, and Social Justice. Community is one of our core values because we believe that through community support and resources, all people can lead meaningful and fruitful lives. Agency represents the necessity for all people to be able to make informed choices about the direction of their lives. Lastly, we are a social justice organization because we are passionate about serving individuals who have, for so long, been underserved, cast-out, and ignored in mainstream society. We are dedicated to ensuring that the people we serve are empowered, informed, and supported in all areas of their lives

What it reported doing in 2024

Trusting Connections philosophy of service is based on the core values of Community, Agency, and Social Justice to ensure that every person may live free and productive lives. Our Supported Living Program is designed to ensure that individuals have the support they need to make meaningful life choices and live how they want. Supported Living Services (SLS) is a program for developmentally disabled adults, designed to train them in skills that help keep them healthy and safe in their homes and community. There are three types of services: Training (domestic, personal, and community skills), ersonal Support/Case Management (Coordinating Community services such as SSI, MediCal, In Home Supportive Services IHSS), 4-hour Support Information & Coordination (staffing, medical, coordination, etc.)

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and revenue has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 38
  • Transparency & Controls: 90
  • Accountability: 0
  • Sustainability: 45
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 38.7%; rating input score 39
  • Program expense ratio: 48.7%; rating input score 49
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
  • Governance controls: 0 of 9 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 20.6%; rating input score 74; 74th percentile among comparable filings
  • Total-asset coverage ratio: 0.28; rating input score 15; 15th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 47; 47th percentile among comparable filings
  • Officer compensation ratio: 51.3%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 120.9% per year; rating input score 100; 100th percentile among comparable filings
  • Asset growth: 170.8% per year; rating input score 100; 100th percentile among comparable filings

Details

  • Where the money goes: 38.7% of revenue deployed · 48.7% of spending went to programs
  • Governance: 0 of 2 board members independent · 0 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $168K in reported program spending
  • Leadership: top reported pay $122K · 2 people listed
  • Consistency: 22 of 22 current checks pass
  • Schedules: 3 filed schedules
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 39/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 8 of 8 not reported.
  • Moderate — Financial Efficiency: Program expense ratio scored 49/100.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 47/100.