ONEOC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ONEOC (EIN 95-2021700)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349306141
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T11:45:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952021700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONEOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONEO | BusinessNameControlTxt |
| Phone | 7149535757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E FOURTH STREET 100 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY STRAUCH | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7149535757 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA N RYSSEL CPA | PreparerPersonNm |
| PTIN | P00643670 | PTIN |
| Phone | 7149781300 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY STRAUCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E FOURTH STREET 100 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,467,754 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ONEOC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FULL SERVICE, NONPROFIT RESOURCE CENTER WITH AN EXTENSIVE OFFERING OF INTEGRATED SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 116 | TotalEmployeeCnt |
| Total Volunteers | 5200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,383,749 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,051,524 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,242,669 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,204,334 | CYProgramServiceRevenueAmt |
| PY Investment Income | $227,942 | PYInvestmentIncomeAmt |
| CY Investment Income | $212,998 | CYInvestmentIncomeAmt |
| PY Other Revenue | $734,206 | PYOtherRevenueAmt |
| CY Other Revenue | $3,349 | CYOtherRevenueAmt |
| PY Total Revenue | $14,588,566 | PYTotalRevenueAmt |
| CY Total Revenue | $12,472,205 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,811,018 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,930,535 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,972,916 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,054,026 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $609,783 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,064,116 | PYOtherExpensesAmt |
| CY Other Expenses | $5,507,306 | CYOtherExpensesAmt |
| PY Total Expenses | $15,848,050 | PYTotalExpensesAmt |
| CY Total Expenses | $12,491,867 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,259,484 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,662 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,720,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,852,010 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,866,363 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,851,578 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,853,981 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,000,432 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ONEOC'S MISSION IS ACCELERATING NONPROFIT SUCCESS. ONEOC PROVIDES VOLUNTEER, TRAINING, CONSULTING AND BUSINESS SERVICES FOR NONPROFITS TO HELP THEM BECOME AS EFFICIENT AND EFFECTIVE AS THEY ARE PASSIONATE ABOUT THEIR MISSIONS.TO HELP GENERATE MORE RESOURCES FOR LOCAL NONPROFITS. ONEOC ALSO OFFERS A SUITE OF RESOURCES TO HELP COMPANIES BUILD AND GROW THEIR GIVING AND EMPLOYEE VOLUNTEER PROGRAMS IN ORDER TO MAXIMIZE THEIR CHARITABLE ACTIVITIES IN THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,251,023 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,132,146 | RevenueAmt |
| Desc | VOLUNTEER SERVICES: FOR INDIVIDUALS, COMPANIES, SELF-DIRECTED TEAMS, AND NONPROFIT ORGANIZATIONS WHO WANT MEANINGFUL VOLUNTEER EXPERIENCES THAT RESULT IN INCREASED CIVIC ENGAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,470,535 | ExpenseAmt |
| Grant | $1,930,535 | GrantAmt |
| Revenue | $749,253 | RevenueAmt |
| Desc | BACK OFFICE BUSINESS SERVICES: FOR SOCIAL ENTREPRENEURS, FOUNDATIONS, AND COLLABORATIONS WHO WANT TO OPERATE MORE EFFECTIVELY AND EFFICIENTLY USING ONEOC'S FISCAL SPONSORSHIP FOR THEIR NONPROFIT INFRASTRUCTURE AND/OR BACK OFFICE SERVICES. ORGANIZATIONS CAN FOCUS ON WHAT THEY DO BEST AND FULFILL THEIR MISSION BY USING ONEOC'S NON-PROFIT ACCOUNTING SERVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $375,883 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $322,935 | RevenueAmt |
| Desc | ORGANIZATION DEVELOPMENTAL SERVICES: DELIVERS TRAINING, MEMBERSHIP AND CONSULTING SERVICES FOR NONPROFIT AND COMPANY LEADERS, PROFESSIONALS, AND VOLUNTEERS WHO WANT TO DEVELOP THEIR KNOWLEDGE AND SKILLS FOR GREATER PERSONAL AND ORGANIZATIONAL MISSION IMPACT AND BUSINESS SUCCESS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,097,441 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 134 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 116 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNAMARIE LICINA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7149535757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E FOURTH ST SUITE 100 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| CHARLES CHUNG | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICAH JINDAL | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN KIRKOWSKI | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HIQ LEE | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KENDRA ANGIER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BENNETT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ENIKO BOLOVAR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE CHO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK ELLIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BASSAM FAWAZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID FORGUES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN KOBLIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATTI LARSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AZIZ MOTTIWALA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA MULLENS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YJ OH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PEGGY OHLHAVER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAJAMANI PACKIAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASMINE PACHNANDA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL PAGE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHETAN PUJARA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAWN REESE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARICELA RIO-FAUST | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN ROBINSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SANTANA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE SCOTT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD WARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM STRAUCH | |||||||
| PRESIDENT & CEO | 37.50 | Yes (X) | $228,020 | $0 | $21,872 | ||
| VICTORIA MUFFIE | |||||||
| DIR. OF REVHUB ACCESS | 37.50 | $172,144 | $0 | $12,564 | Yes (X) | ||
| JUAN CARILLO | |||||||
| DIR. OF BUS DEV OF REVHUB ACCESS | 37.50 | $155,967 | $0 | $13,062 | Yes (X) | ||
| CARMA LACY | |||||||
| ED FOR REVUB | 37.50 | $161,717 | $0 | $10,696 | Yes (X) | ||
| STACY BROOKS | |||||||
| DIRECTOR OF HR AND ADMINISTRATION | 37.50 | $123,443 | $0 | $12,387 | Yes (X) | ||
| KATELYN NOBLE | |||||||
| DIRECTOR OF COMMUNITY ENGAGEMENT | 37.50 | $112,655 | $0 | $10,948 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $953,946 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $81,529 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IN HOUSE STRATEGY LLC | |||||
| 732 STONEBRIDGE CT | SAN JOSE | CA | 95125 | CONSULTING SERVICES | $356,907 |
| MAVERICK ADVISORS LLC | |||||
| 220 NEWPORT CENTER DR 11-173 | NEWPORT BEACH | CA | 92660 | CONSULTING SERVICES | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $97,228 | MembershipDuesAmt |
| Fundraising | $1,135,669 | FundraisingAmt |
| Government Grants | $4,676,141 | GovernmentGrantsAmt |
| All Other Contributions | $4,142,486 | AllOtherContributionsAmt |
| Noncash Contributions | $197,062 | NoncashContributionsAmt |
| Total Contributions | $10,051,524 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,204,334 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,204,334 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,204,334 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,995 | TotalRevenueColumnAmt |
| Exclusion | $184,995 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,801,309 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,773,306 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,003 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,003 | TotalRevenueColumnAmt |
| Exclusion | $28,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $222,243 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,135,669 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $222,243 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,349 | TotalRevenueColumnAmt |
| Exclusion | $3,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,349 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,472,205 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,204,334 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $216,347 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,930,535 | TotalAmt |
| Program Services | $1,930,535 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,463 | TotalAmt |
| Program Services | $239,897 | ProgramServicesAmt |
| Management And General | $24,132 | ManagementAndGeneralAmt |
| Fundraising | $17,434 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,113,577 | TotalAmt |
| Program Services | $3,506,096 | ProgramServicesAmt |
| Management And General | $352,687 | ManagementAndGeneralAmt |
| Fundraising | $254,794 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,114 | TotalAmt |
| Program Services | $8,715 | ProgramServicesAmt |
| Management And General | $2,292 | ManagementAndGeneralAmt |
| Fundraising | $1,107 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,958 | TotalAmt |
| Program Services | $259,182 | ProgramServicesAmt |
| Management And General | $38,705 | ManagementAndGeneralAmt |
| Fundraising | $23,071 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,914 | TotalAmt |
| Program Services | $281,155 | ProgramServicesAmt |
| Management And General | $25,034 | ManagementAndGeneralAmt |
| Fundraising | $19,725 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,284 | TotalAmt |
| Management And General | $78,284 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,897,963 | TotalAmt |
| Program Services | $2,862,051 | ProgramServicesAmt |
| Management And General | $2,762 | ManagementAndGeneralAmt |
| Fundraising | $33,150 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,234 | TotalAmt |
| Program Services | $135,051 | ProgramServicesAmt |
| Fundraising | $5,183 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,661 | TotalAmt |
| Program Services | $515,627 | ProgramServicesAmt |
| Management And General | $89,754 | ManagementAndGeneralAmt |
| Fundraising | $154,280 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,629 | TotalAmt |
| Program Services | $505,831 | ProgramServicesAmt |
| Fundraising | $77,798 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,185 | TotalAmt |
| Program Services | $220,618 | ProgramServicesAmt |
| Management And General | $9,481 | ManagementAndGeneralAmt |
| Fundraising | $6,086 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,838 | TotalAmt |
| Program Services | $106,853 | ProgramServicesAmt |
| Management And General | $2,809 | ManagementAndGeneralAmt |
| Fundraising | $176 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,588 | TotalAmt |
| Program Services | $26,588 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,940 | TotalAmt |
| Program Services | $47,455 | ProgramServicesAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISC | $158,909 | $150,423 | $1,973 | $6,513 |
| BAD DEBT EXPENSE | $149,948 | $0 | $149,948 | $0 |
| IN-KIND EXPENSES | $119,462 | $115,418 | $0 | $4,044 |
| TELEPHONE AND UTILITIES | $95,917 | $91,246 | $2,080 | $2,591 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,748 | TotalAmt |
| Program Services | $94,700 | ProgramServicesAmt |
| Management And General | $4,217 | ManagementAndGeneralAmt |
| Fundraising | $3,831 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,491,867 | TotalAmt |
| Program Services | $11,097,441 | ProgramServicesAmt |
| Management And General | $784,643 | ManagementAndGeneralAmt |
| Fundraising | $609,783 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,518,104 | BOYAmt |
| EOY | $1,222,674 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,348 | BOYAmt |
| EOY | $256,384 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $677,444 | BOYAmt |
| EOY | $683,986 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,732 | BOYAmt |
| EOY | $136,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $508,224 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $359,635 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,383 | BOYAmt |
| EOY | $148,589 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,533,975 | BOYAmt |
| EOY | $5,122,554 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,358 | BOYAmt |
| EOY | $281,541 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,720,344 | BOYAmt |
| EOY | $7,852,010 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,069 | BOYAmt |
| EOY | $884,362 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,848 | BOYAmt |
| EOY | $365,730 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,212,446 | BOYAmt |
| EOY | $1,601,486 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,866,363 | BOYAmt |
| EOY | $2,851,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,723,484 | BOYAmt |
| EOY | $2,211,191 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,130,497 | BOYAmt |
| EOY | $2,789,241 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,853,981 | BOYAmt |
| EOY | $5,000,432 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,720,344 | BOYAmt |
| EOY | $7,852,010 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,662 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $166,113 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,338,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,677,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,945,660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,383,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,051,523 | CurrentTaxYearAmt |
| Total | $51,397,412 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,324,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,432,749 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,816,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,242,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,204,334 | CurrentTaxYearAmt |
| Total | $13,020,861 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,663,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,110,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,762,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,626,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,255,857 | CurrentTaxYearAmt |
| Total | $64,418,273 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,073,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $570,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,162,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $667,889 | CurrentTaxYearAmt |
| Total | $3,588,339 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $556,817 | CurrentTaxYearMinus4YearsAmt |
| Total | $556,817 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,630,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $570,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,162,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $667,889 | CurrentTaxYearAmt |
| Total | $4,145,156 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $60,273,117 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,995 | CurrentTaxYearAmt |
| Total | $504,690 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,995 | CurrentTaxYearAmt |
| Total | $504,690 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,721 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,350 | CurrentTaxYearAmt |
| Total | $99,421 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,709,594 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,215,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,794,590 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,858,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,444,202 | CurrentTaxYearAmt |
| Total | $65,022,384 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00780 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $290,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,190 | DepreciationAmt |
| Book Value | $148,541 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,445 | DepreciationAmt |
| Book Value | $48 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $148,589 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT POOLS | Desc |
| Book Value | $5,122,554 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $5,122,554 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITIES | $281,541 |
| REFUNDABLE ADVANCES | $1,319,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,601,486 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,638,318 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $166,113 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $166,113 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,472,205 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,472,205 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,491,867 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,491,867 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,491,867 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ONEOC IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ONEOC IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM AN UNRELATED BUSINESS ACTIVITY AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED, AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE ACCOMPANYING FINANCIAL STATEMENTS TAKEN AS A WHOLE. ONEOC'S TAX YEARS FROM 2021 TO 2024 ARE OPEN TO REVIEW FOR FEDERAL TAX PURPOSES, AND TAX YEARS FROM 2020 TO 2024 ARE OPEN TO REVIEW FOR STATE TAX PURPOSES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BUILDING BLOCK MIXER | Event1Nm |
| Gross Receipts Event1 | $326,139 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $283,427 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $42,712 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $27,822 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,891 | FoodAndBeverageEvent1Amt |
| Event2 | MCKENNA CLAIRE FDN- PARTY | Event2Nm |
| Gross Receipts Event2 | $252,654 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $212,154 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $40,500 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $30,000 | FoodAndBeverageEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $779,119 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $640,088 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $139,031 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $71,689 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $67,341 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $1,357,912 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,135,669 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $222,243 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $110,011 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $112,232 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $222,243 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||||
| 199 WATER STREET FL 11 | NEW YORK | NY | 10038 | 133393329 | 501(C)(3) | $12,500 | $0 | N/A | N/A | HUMAN SERVICES |
| AMERICAN RED CROSS | ||||||||||
| PO BOX 37839 | BOONE | IA | 50037 | 530196605 | 501(C)(3) | $143,325 | $0 | N/A | N/A | HUMAN SERVICES |
| AMERICAN RED CROSS OF ORANGE COUNTY | ||||||||||
| 600 PARKCENTER DRIVE | SANTA ANA | CA | 92705 | 530196605 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HUMAN SERVICES |
| ARTIST SUCCESS INSTITUTE | ||||||||||
| 12156 STATUS DR | RANCHO CUCAMONGA | CA | 91739 | 921796200 | 501(C)(3) | $90,968 | $0 | N/A | N/A | HUMAN SERVICES |
| BEYOND BLINDNESS | ||||||||||
| 18542 B VANDERLIP DR | SANTA ANA | CA | 92705 | 956097023 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| BOYS AND GIRLS CLUB OF LAGUNA BEACH | ||||||||||
| 1085 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | 951878822 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| BOYS HOPE GIRLS HOPE CALIFORNIA | ||||||||||
| 17701 COWAN AVE STE 150 | IRVINE | CA | 92614 | 363734433 | 501(C)(3) | $21,125 | $0 | N/A | N/A | HUMAN SERVICES |
| CALIFORNIA HUMANITIES | ||||||||||
| 538 9TH ST STE 210 | OAKLAND | CA | 94607 | 942952469 | 501(C)(3) | $7,308 | $0 | N/A | N/A | ARTS AND CULTURE |
| CHADTOUGH DEFEAT DIPG | ||||||||||
| PO BOX 907 | SALINE | MI | 48176 | 474041494 | 501(C)(3) | $75,000 | $0 | N/A | N/A | HUMAN SERVICES |
| CHILD GUIDANCE CENTER | ||||||||||
| 600 W SANTA ANA BLVD STE 600 | SANTA ANA | CA | 92701 | 952546170 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | 951690977 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HEALTH |
| CHOC FOUNDATION | ||||||||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | 956097416 | 501(C)(3) | $20,000 | $0 | N/A | N/A | HEALTH |
| CHOP FOUNDATION | ||||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 232237932 | 501(C)(3) | $35,000 | $0 | N/A | N/A | HUMAN SERVICES |
| CLEAN WATER FUND | ||||||||||
| 1444 I ST NW STE 400 | WASHINGTON | DC | 20005 | 521043444 | 501(C)(3) | $10,000 | $0 | N/A | N/A | ENVIRONMENT |
| COALITION OF ORANGE COUNTY COMMUNITY HEALTH CENTERS | ||||||||||
| 600 CITY PARKWAY WEST SUITE 200 | ORANGE | CA | 92868 | 952900725 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | ||||||||||
| 11870 MONARCH ST | GARDEN GROVE | CA | 92841 | 952452787 | 501(C)(3) | $25,500 | $0 | N/A | N/A | FOOD |
| DANA FARBER CANCER INSTITUTE | ||||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | 042263040 | 501(C)(3) | $15,000 | $0 | N/A | N/A | HEALTH |
| DIRECT RELIEF INTERNATIONAL | ||||||||||
| 6100 BECKNELL RD | SANTA BARBARA | CA | 93117 | 951831160 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HUMAN SERVICES |
| DISABILITY VOICES UNITED | ||||||||||
| 8939 S SEPULVEDA BLVD STE 110-196 | LOS ANGELES | CA | 90045 | 821243094 | 501(C)(3) | $47,500 | $0 | N/A | N/A | HUMAN SERVICES |
| DRAGON KIM FOUNDATION | ||||||||||
| 3161 MICHELSON DR STE 1500 | IRVINE | CA | 92612 | 475197030 | 501(C)(3) | $5,598 | $0 | N/A | N/A | HUMAN SERVICES |
| EDISON HIGH SCHOOL CIBACS FOUNDATION | ||||||||||
| 21400 MAGNOLIA STREET | HUNTINGTON BEACH | CA | 92646 | 161700657 | 501(C)(3) | $14,227 | $0 | N/A | N/A | HUMAN SERVICES |
| EVERFREE | ||||||||||
| 337 N CLARK ST | ORANGE | CA | 92868 | 352534806 | 501(C)(3) | $31,625 | $0 | N/A | N/A | HUMAN SERVICES |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | 110303001 | 501(C)(3) | $25,195 | $0 | N/A | N/A | PHILANTHROPY |
| FIVE ACRES - THE BOYS AND GIRLS AID SOCIETY OF LOS ANGELES | ||||||||||
| 760 WEST MOUTAIN VIEW ST | ALTADENA | CA | 91001 | 951647810 | 501(C)(3) | $5,500 | $0 | N/A | N/A | HUMAN SERVICES |
| HELPING HANDS CHARITABLE FOUNDATION | ||||||||||
| 135 MAIN STREET | TALLULAH FALLS | GA | 30573 | 208670440 | 501(C)(3) | $9,677 | $0 | N/A | N/A | HUMAN SERVICES |
| HOMEAID ORANGE COUNTY | ||||||||||
| 17821 17TH ST SUITE 120 | TUSTIN | CA | 92780 | 330568079 | 501(C)(3) | $16,125 | $0 | N/A | N/A | HUMAN SERVICES |
| HUMAN OPTIONS | ||||||||||
| PO BOX 53745 | IRVINE | CA | 92619 | 953667817 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| IRVINE PUBLIC SCHOOLS FOUNDATION | ||||||||||
| 1 VENTURE STE 230 | IRVINE | CA | 92618 | 330733191 | 501(C)(3) | $10,731 | $0 | N/A | N/A | EDUCATION |
| JESSIE REES FOUNDATION | ||||||||||
| 9 STUDEBAKER | IRVINE | CA | 92618 | 451836440 | 501(C)(3) | $16,500 | $0 | N/A | N/A | HEALTH |
| JEWISH FAMILY & CHILDREN SERVICE OF LONG BEACH | ||||||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 90815 | 952273033 | 501(C)(3) | $8,939 | $0 | N/A | N/A | HUMAN SERVICES |
| KCS | ||||||||||
| 451 W LINCOLN AVE STE 100 | ANAHEIM | CA | 92805 | 953245254 | 501(C)(3) | $25,500 | $0 | N/A | N/A | HEALTH |
| KIDWORKS COMMUNITY DEVELOPMENT | ||||||||||
| 1902 W CHESTNUT AVE | SANTA ANA | CA | 92703 | 743081569 | 501(C)(3) | $20,000 | $0 | N/A | N/A | HUMAN SERVICES |
| MINDOC | ||||||||||
| 18650 MACARTHUR BLVD STE 220 | IRVINE | CA | 92612 | 823901590 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HEALTH |
| OMID | ||||||||||
| 2101 BUSINESS CENTER DR STE 150 | IRVINE | CA | 92612 | 272337843 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| ONE TREE PLANTED | ||||||||||
| 145 PINE HAVEN SHORES RD STE 1000D | SHELBURNE | VT | 05482 | 464664562 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HUMAN SERVICES |
| ORANGE UNIFIED SCHOOL DISTRICT | ||||||||||
| 1401 N HANDY ST | ORANGE | CA | 92867 | 956004968 | $12,500 | $0 | N/A | N/A | EDUCATION | |
| ORANGEWOOD FOUNDATION | ||||||||||
| 1575 E 17TH ST | SANTA ANA | CA | 92705 | 953616628 | 501(C)(3) | $41,375 | $0 | N/A | N/A | HUMAN SERVICES |
| PACIFIC ISLANDER HEALTH PARTNERSHIP | ||||||||||
| 1505 E 17TH STREET STE 107 | SANTA ANA | CA | 92705 | 141911866 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HEALTH |
| PATIENT SAFETY MOVEMENT FOUNDATION | ||||||||||
| 15642 SAND CANYON AVE 51268 | IRVINE | CA | 92619 | 462730379 | 501(C)(3) | $325,132 | $0 | N/A | N/A | HEALTH |
| PROJECT ACCESS | ||||||||||
| 2100 W ORANGEWOOD AVE ST 230 | ORANGE | CA | 92868 | 330834635 | 501(C)(3) | $26,125 | $0 | N/A | N/A | HUMAN SERVICES |
| SACRED PATH INDIGENOUS WELLNESS CENTER | ||||||||||
| 2232 KINGBRIDGE COURT | SAN DIMAS | CA | 91773 | 262716007 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HEALTH |
| SEATTLE CHILDREN'S FOUNDATION | ||||||||||
| PO BOX 5371 M/S 818-F | SEATTLE | WA | 98145 | 911156519 | 501(C)(3) | $100,000 | $0 | N/A | N/A | HEALTH |
| ST FRANCIS SAILING FOUNDATION | ||||||||||
| 150 SUTTER ST | SAN FRANCISCO | CA | 94104 | 942956977 | 501(C)(3) | $15,028 | $0 | N/A | N/A | HUMAN SERVICES |
| TACKETT SERVICE DOGS | ||||||||||
| 41610 OAK TRAIL COURT | MURRIETA | CA | 92562 | 462275762 | 501(C)(3) | $308,330 | $0 | N/A | N/A | HUMAN SERVICES |
| TALLER SAN JOSE | ||||||||||
| 801 BROADWAY | SANTA ANA | CA | 92701 | 593816355 | 501(C)(3) | $21,375 | $0 | N/A | N/A | HUMAN SERVICES |
| TEAM RUBICON | ||||||||||
| 5230 PACIFIC CONCOURSE DR STE 200 | LOS ANGELES | CA | 90045 | 271720480 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HUMAN SERVICES |
| THE CAMBODIAN FAMILY | ||||||||||
| 1626 E 4TH ST | SANA ANA | CA | 92701 | 953854831 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| THE JOYFUL CHILD FOUNDATION | ||||||||||
| PO BOX 12680 | WESTMINSTER | CA | 92685 | 550794474 | 501(C)(3) | $23,000 | $0 | N/A | N/A | HUMAN SERVICES |
| THOMAS HOUSE TEMPORARY SHELTER | ||||||||||
| 12601 MORNINGSIDE AVE 6 | GARDEN GROVE | CA | 92843 | 330204757 | 501(C)(3) | $12,613 | $0 | N/A | N/A | HUMAN SERVICES |
| VIETNAMESE AMERICAN CANCER FOUNDATION | ||||||||||
| 17150 NEWHOPE ST STE 201-203 | FOUNTAIN VALLEY | CA | 92708 | 912170415 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HEALTH |
| WEILL CORNELL BRAIN & SPINE CENTER | ||||||||||
| 525 E 68TH ST BOX 99 | NEW YORK | NY | 10065 | 136094042 | 501(C)(3) | $10,000 | $0 | N/A | N/A | HEALTH |
| WELL STREET PSYCHOLOGICAL GROUP | ||||||||||
| 100 S IMPERIAL HWY | ANAHEIM | CA | 92807 | 753116916 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HEALTH |
| WESTERN YOUTH SERVICES | ||||||||||
| 23461 SOUTH POINTE DR STE 220 | LAGUNA HILLS | CA | 92653 | 953407054 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| WORLD CENTRAL KITCHEN | ||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | 273521132 | 501(C)(3) | $10,626 | $0 | N/A | N/A | HUMAN SERVICES |
| YMCA OF ORANGE COUNTY | ||||||||||
| 13821 NEWPORT AVE 200 | TUSTIN | CA | 92780 | 951644055 | 501(C)(3) | $17,000 | $0 | N/A | N/A | HUMAN SERVICES |
| YOGURTLAND CARES | ||||||||||
| 17799 CARTWRIGHT RD | IRVINE | CA | 92614 | 271491723 | 501(C)(3) | $15,588 | $0 | N/A | N/A | HUMAN SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 55 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | ONEOC ESTABLISHED A DIRECT SPONSORSHIP MODEL WHEREBY ONEOC IS SOLELY RESPONSIBLE FOR EACH PROJECT ("GRANTEE ORGANIZATION). THE PROJECT'S ASSETS ARE THE PROPERTY OF ONEOC AND THE LIABILITIES ARE THE OBLIGATIONS OF ONEOC. ONEOC IS THE EMPLOYER OF RECORD FOR ANY EMPLOYEES ASSIGNED TO THE PROJECTS AND ACTS AS THE PRINCIPAL FOR SUBSTANTIALLY ALL OF THE TRANSACTIONS INCLUDING RECEIPT OF CASH FOR THE FISCAL SPONSORED PROJECTS OF THEIR ACTIVITIES AS WELL AS RECORDING RELATED INCOME AND EXPENSE, ALL OF WHICH ARE INCLUDED IN THE CENTER'S FINANCIAL STATEMENTS AND TAX RETURNS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIM STRAUCH | ||||||||||||||
| PRESIDENT & CEO | $197,780 | $0 | $30,240 | $0 | $0 | $0 | $8,858 | $0 | $13,014 | $0 | $249,892 | $0 | $0 | $0 |
| VICTORIA MUFFIE | ||||||||||||||
| DIR. OF REVHUB ACCESS | $172,144 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,564 | $0 | $184,708 | $0 | $0 | $0 |
| CARMA LACY | ||||||||||||||
| ED FOR REVUB | $131,717 | $0 | $30,000 | $0 | $0 | $0 | $3,953 | $0 | $6,743 | $0 | $172,413 | $0 | $0 | $0 |
| JUAN CARILLO | ||||||||||||||
| DIR. OF BUS DEV OF REVHUB ACCESS | $145,967 | $0 | $10,000 | $0 | $0 | $0 | $6,275 | $0 | $6,787 | $0 | $169,029 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | IN ADDITION TO THE BOXES CHECKED, SEE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 (SCHEDULE O) FOR FURTHER EXPLANATION REGARDING THE ESTABLISHMENT OF THE CEO'S COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $17,681 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VEHICLE | 1 | $77,600 | FMV |
| Yes (X) | VACATION BUNDLE | 2 | $70,781 | FMV |
| Yes (X) | COURT OFFICES | 1 | $24,000 | FMV |
| Yes (X) | GERMAN SHEPARDS | 2 | $7,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NUMBER OF CONTRIBUTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BUSINESS AND FINANCE COMMITTEE VOTES ON FINANCIAL MATTERS (FINANCIAL STATEMENTS, NEW FISCAL PROJECTS), THE AUDIT COMMITTEE APPROVES THE AUDIT AND TAX RETURN AND THE INVESTMENT COMMITTEE SETS UP THE INVESTMENT STRATEGIES AND PRESENTS IT TO THE BOARD OF DIRECTORS IN A CONSENT AGENDA FOR APPROVAL. THE BOARD OF DIRECTORS CAN PULL IT IF THEY HAVE ANY QUESTIONS. B & F (4 OF 10 ON BOARD), AUDIT COMMITTEE (2 OF 6 ON BOARD), INVESTMENT COMMITTEE (1 OF 4 ON BOARD) |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE AUDIT COMMITTEE WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ONEOC DOES HAVE A WRITTEN CONFLICT OF INTEREST POLICY ON FILE. THE BUSINESS AND FINANCE COMMITTEE OF THE BOARD IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BUSINESS AND FINANCE COMMITTEE AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) ANY CONFLICTING ISSUES DURING THE COURSE OF A BOARD MEETING WHICH CANNOT BE RESOLVED IS REFERRED BACK TO THE BUSINESS AND FINANCE COMMITTEE; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD ASSIGNS A STANDING GOVERNANCE COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE CEO. THE COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THE CEO. THE COMMITTEE USES BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF THE CEO, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR SIMILAR JOB RESPONSIBILITIES AND THE ANNUAL COMPENSATION & BENEFIT GUIDE BY THE CENTER FOR NONPROFIT MANAGEMENT. THE COMMITTEE PRESENTS ITS REPORT TO THE BOARD OF DIRECTORS FOR A DISCUSSION WHICH IS DOCUMENTED IN THE BOARD MINUTES. A SIMILAR PROCESS TAKES PLACE BY THE CEO FOR EACH OF THE KEY OFFICERS AND HIGHLY COMPENSATED EMPLOYEES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES IT FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | FEES FOR SERVICES - OTHER: PROGRAM SERVICE EXPENSES 2,862,051. MANAGEMENT AND GENERAL EXPENSES 2,762. FUNDRAISING EXPENSES 33,150. TOTAL EXPENSES 2,897,963. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |