2025-11-14T11:45:19-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-01-01 952021700 ONEOC ONEO 7149535757 1901 E FOURTH STREET 100 SANTA ANA CA 92705 TIMOTHY STRAUCH PRESIDENT & CEO 7149535757 2025-11-13 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-11-13 2024 2025-03-06 01:10:19Z TIMOTHY STRAUCH 1901 E FOURTH STREET 100 SANTA ANA CA 92705 14467754 0 X WWW.ONEOC.ORG X 1958 CA FULL SERVICE, NONPROFIT RESOURCE CENTER WITH AN EXTENSIVE OFFERING OF INTEGRATED SERVICES. 27 27 116 5200 0 0 11383749 10051524 2242669 2204334 227942 212998 734206 3349 14588566 12472205 3811018 1930535 0 0 4972916 5054026 0 0 609783 7064116 5507306 15848050 12491867 -1259484 -19662 11720344 7852010 6866363 2851578 4853981 5000432 X 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. 0 0 1251023 0 1132146 VOLUNTEER SERVICES: FOR INDIVIDUALS, COMPANIES, SELF-DIRECTED TEAMS, AND NONPROFIT ORGANIZATIONS WHO WANT MEANINGFUL VOLUNTEER EXPERIENCES THAT RESULT IN INCREASED CIVIC ENGAGEMENT. 9470535 1930535 749253 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. 375883 0 322935 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. 11097441 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 134 0 1 116 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ANNAMARIE LICINA 7149535757 1901 E FOURTH ST SUITE 100 SANTA ANA CA 92705 CHARLES CHUNG BOARD CHAIR 1.00 X X 0 0 0 MICAH JINDAL VICE CHAIR 1.00 X X 0 0 0 JOHN KIRKOWSKI TREASURER 1.00 X X 0 0 0 HIQ LEE SECRETARY 1.00 X X 0 0 0 KENDRA ANGIER DIRECTOR 1.00 X 0 0 0 MICHAEL BENNETT DIRECTOR 1.00 X 0 0 0 ENIKO BOLOVAR DIRECTOR 1.00 X 0 0 0 JULIE CHO DIRECTOR 1.00 X 0 0 0 FRANK ELLIS DIRECTOR 1.00 X 0 0 0 BASSAM FAWAZ DIRECTOR 1.00 X 0 0 0 DAVID FORGUES DIRECTOR 1.00 X 0 0 0 DAN KOBLIN DIRECTOR 1.00 X 0 0 0 PATTI LARSON DIRECTOR 1.00 X 0 0 0 AZIZ MOTTIWALA DIRECTOR 1.00 X 0 0 0 ANDREA MULLENS DIRECTOR 1.00 X 0 0 0 YJ OH DIRECTOR 1.00 X 0 0 0 PEGGY OHLHAVER DIRECTOR 1.00 X 0 0 0 RAJAMANI PACKIAM DIRECTOR 1.00 X 0 0 0 JASMINE PACHNANDA DIRECTOR 1.00 X 0 0 0 MICHAEL PAGE DIRECTOR 1.00 X 0 0 0 CHETAN PUJARA DIRECTOR 1.00 X 0 0 0 DAWN REESE DIRECTOR 1.00 X 0 0 0 MARICELA RIO-FAUST DIRECTOR 1.00 X 0 0 0 KAREN ROBINSON DIRECTOR 1.00 X 0 0 0 ROBERT SANTANA DIRECTOR 1.00 X 0 0 0 DENISE SCOTT DIRECTOR 1.00 X 0 0 0 RICHARD WARD DIRECTOR 1.00 X 0 0 0 TIM STRAUCH PRESIDENT & CEO 37.50 X 228020 0 21872 VICTORIA MUFFIE DIR. OF REVHUB ACCESS 37.50 X 172144 0 12564 JUAN CARILLO DIR. OF BUS DEV OF REVHUB ACCESS 37.50 X 155967 0 13062 CARMA LACY ED FOR REVUB 37.50 X 161717 0 10696 STACY BROOKS DIRECTOR OF HR AND ADMINISTRATION 37.50 X 123443 0 12387 KATELYN NOBLE DIRECTOR OF COMMUNITY ENGAGEMENT 37.50 X 112655 0 10948 953946 0 81529 8 0 1 0 IN HOUSE STRATEGY LLC 732 STONEBRIDGE CT SAN JOSE CA 95125 CONSULTING SERVICES 356907 MAVERICK ADVISORS LLC 220 NEWPORT CENTER DR 11-173 NEWPORT BEACH CA 92660 CONSULTING SERVICES 125000 2 97228 1135669 4676141 4142486 197062 10051524 SERVICE FEES 900099 2204334 2204334 2204334 184995 184995 1801309 1773306 28003 28003 28003 222243 1135669 222243 0 MISCELLANEOUS 900099 3349 3349 3349 12472205 2204334 0 216347 X 1930535 1930535 281463 239897 24132 17434 4113577 3506096 352687 254794 12114 8715 2292 1107 320958 259182 38705 23071 325914 281155 25034 19725 78284 78284 2897963 2862051 2762 33150 140234 135051 5183 759661 515627 89754 154280 583629 505831 77798 236185 220618 9481 6086 109838 106853 2809 176 26588 26588 47940 47455 485 MISC 158909 150423 1973 6513 BAD DEBT EXPENSE 149948 0 149948 0 IN-KIND EXPENSES 119462 115418 0 4044 TELEPHONE AND UTILITIES 95917 91246 2080 2591 102748 94700 4217 3831 12491867 11097441 784643 609783 3518104 1222674 230348 256384 677444 683986 177732 136282 508224 359635 84383 148589 6533975 5122554 498358 281541 11720344 7852010 1009069 884362 644848 365730 5212446 1601486 6866363 2851578 X 2723484 2211191 2130497 2789241 4853981 5000432 11720344 7852010 -19662 166113 0 X X 0 1 X 1 0 X 12338850 8677630 8945660 11383749 10051523 51397412 2324579 3432749 2816530 2242669 2204334 13020861 14663429 12110379 11762190 13626418 12255857 64418273 1073450 570500 1162500 114000 667889 3588339 556817 556817 1630267 570500 1162500 114000 667889 4145156 60273117 26444 41858 27186 224207 184995 504690 26444 41858 27186 224207 184995 504690 19721 63717 5214 7419 3350 99421 14709594 12215954 11794590 13858044 12444202 65022384 0.92700 0.90980 0.00780 0.00500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 290731 142190 148541 217493 217445 48 148589 INVESTMENT POOLS 5122554 F 5122554 LEASE LIABILITIES 281541 REFUNDABLE ADVANCES 1319945 1601486 X 12638318 166113 166113 12472205 0 12472205 12491867 0 12491867 0 12491867 PART X, LINE 2: 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. 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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. X X X X 0 0 0 0 0 0 0 0 0 TIM STRAUCH PRESIDENT & CEO 197780 0 30240 0 0 0 8858 0 13014 0 249892 0 0 0 VICTORIA MUFFIE DIR. OF REVHUB ACCESS 172144 0 0 0 0 0 0 0 12564 0 184708 0 0 0 CARMA LACY ED FOR REVUB 131717 0 30000 0 0 0 3953 0 6743 0 172413 0 0 0 JUAN CARILLO DIR. OF BUS DEV OF REVHUB ACCESS 145967 0 10000 0 0 0 6275 0 6787 0 169029 0 0 0 PART I, LINE 3 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. X 17681 FMV X VEHICLE 1 77600 FMV X VACATION BUNDLE 2 70781 FMV X COURT OFFICES 1 24000 FMV X GERMAN SHEPARDS 2 7000 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS 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.