MIND OC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MIND OC (EIN 82-3901590)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-10
- IRS object ID
- 202402849349301835
- Schema version
- 2023v5.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-10T19:16:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823901590 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIND OC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIND | BusinessNameControlTxt |
| Phone | 9495699040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18650 MACARTHUR BLVD 350 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTOR JORDAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9495699040 | PhoneNum |
| Signature | 2024-10-09 | 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 | 2024-10-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BE WELL ORANGE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILLIP FRANKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18650 MACARTHUR BLVD 350 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $259,494,904 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BEWELLOC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | MIND OC / BE WELL ORANGE COUNTY IS WORKING TO MAKE ORANGE COUNTY THE HAPPIEST AND HEALTHIEST COMMUNITY IN THE UNITED STATESAND THAT STARTS WITH A WORLD-CLASS MENTAL HEALTH CARE SYSTEM. THE MISSION IS TO MAKE COMPASSIONATE MENTAL HEALTH CARE MORE ACCESSIBLE FOR OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 122 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $32,649,794 | PYContributionsGrantsAmt |
| CY Contributions Grants | $123,955,089 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,085,113 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,652 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,830,800 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $32,659,446 | PYTotalRevenueAmt |
| CY Total Revenue | $127,871,002 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,700,666 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $322,278 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,235,514 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,988,635 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $149,736 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,389,658 | PYOtherExpensesAmt |
| CY Other Expenses | $22,988,040 | CYOtherExpensesAmt |
| PY Total Expenses | $14,325,838 | PYTotalExpensesAmt |
| CY Total Expenses | $32,298,953 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,333,608 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $95,572,049 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $75,031,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,927,337 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,097,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,713,766 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,934,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $166,213,571 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MIND OC IS THE NONPROFIT BEHIND THE BE WELL OC COALITION THAT WILL LEAD THE NATION IN OPTIMAL MENTAL HEALTHCARE FOR ALL RESIDENTS OF ORANGE COUNTY, CA. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,886,383 | ExpenseAmt |
| Revenue | $18,838,967 | RevenueAmt |
| Desc | BE WELL OC PROGRAM: MENTAL HEALTH ORANGE CAMPUSWELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL SUPPORT THE BE WELL MENTAL HEALTH SYSTEM OF CARE. THE WELLNESS HUBS WILL INCLUDE A VARIETY OF MENTAL HEALTH AND TREATMENT PROGRAMS AND WILL BE UNIQUELY AVAILABLE TO ALL RESIDENTS OF ORANGE COUNTY, REGARDLESS OF PAYER. ACCESS WILL BE BASED ON CLINICAL NEED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,803,561 | ExpenseAmt |
| Revenue | $5,085,171 | RevenueAmt |
| Desc | THE MOBILE CRISIS (HOPE) PROGRAM (BE WELL OC MOBILE RESPONSE TEAM MODEL) IS A NON-EMERGENCY SUPPORT SERVICE FOR RESIDENTS EXPERIENCING MENTAL HEALTH, SUBSTANCE USE AND HOMELESSNESS RELATED CRISES. EACH TEAM IS COMPOSED OF TWO CRISIS COUNSELORS WHO PROVIDE IN-COMMUNITY ASSESSMENT AND STABILIZATION OF INDIVIDUALS EXPERIENCING MENTAL HEALTH OR SUBSTANCE USE CHALLENGES. THE TEAM ALSO PROVIDES INFORMATION AND REFERRALS, TRANSPORTATION TO SERVICES, AND ADDITIONAL FOLLOW-UP SUPPORT AND CASE MANAGEMENT. IN CITIES WITH ACTIVE PROGRAMS, CALLS ARE RECEIVED THROUGH THE APPROPRIATE NON-EMERGENCY LINE OR 911. DISPATCHERS TRIAGE THE SITUATION AND, WHEN APPROPRIATE, DEPLOY THE HOPE TEAM TO ASSIST. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,694,333 | ExpenseAmt |
| Grant | $322,278 | GrantAmt |
| Revenue | $1,592,734 | RevenueAmt |
| Desc | COMMUNITY INITIATIVESSUICIDE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, FOR THE PURPOSE OF INCREASING KNOWLEDGE AND AWARENESS REGARDING MENTAL HEALTH, STIGMA, SUICIDE PREVENTION, AND INTERVENTION, AS WELL AS PROVIDING SUPPORT SERVICES FOR THOSE IN NEED AND THOSE DIRECTLY AFFECTED BY SUICIDE.BEHAVIORAL HEALTH SERVICE TRANSFORMATION (BHST) BE WELL OC BRINGS TOGETHER A COMMUNITY OF ACTION BY LEVERAGING COLLECTIVE POWER TO TRANSFORM MENTAL HEALTH SERVICE AND DELIVERY INTO A WORLD-CLASS SYSTEM OF CARE. OUR SUCCESS STARTS WITH ACCEPTANCE THAT THE MENTAL HEALTH SECTOR ALONE CANNOT SOLVE ALL OF THE CHALLENGES OF THIS COMPLEX AND PERVASIVE HEALTH CHALLENGE. BE WELL OC BRINGS TOGETHER A ROBUST, COMMUNITY-BASED, CROSS-SECTOR STRATEGY OF PUBLIC-PRIVATE, ACADEMIC, FAITH, AND OTHER ORGANIZATIONS TO POSITIVELY IMPACT THOSE CHALLENGES THAT DIMINISH MENTAL HEALTH AND WELL-BEING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $692,451 | ExpenseAmt |
| Revenue | $91,946,634 | RevenueAmt |
| Desc | BE WELL OC PROGRAM: MENTAL HEALTH IRVINE CAMPUSWELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL SUPPORT THE BE WELL MENTAL HEALTH SYSTEM OF CARE. THE WELLNESS HUBS WILL INCLUDE A VARIETY OF MENTAL HEALTH AND TREATMENT PROGRAMS AND WILL BE UNIQUELY AVAILABLE TO ALL RESIDENTS OF ORANGE COUNTY, REGARDLESS OF PAYER. ACCESS WILL BE BASED ON CLINICAL NEED. THE FIRST SET OF BUILDINGS ARE SCHEDULED TO BE COMPLETED MAY 2025. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $692,451 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $91,946,634 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,076,728 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | 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 | 0 | 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 | 0 | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 122 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERIE FRYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9495699040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18650 MACARTHUR BLVD STE 350 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| MARSHALL MONCRIEF | ||||||||
| CEO (END 9/23) | 40.00 | Yes (X) | $496,616 | $0 | $14,448 | |||
| PHILLIP FRANKS | ||||||||
| CEO (START 10/23) | 40.00 | Yes (X) | $150,021 | $0 | $531 | |||
| VICTOR JORDAN | ||||||||
| CFO | 40.00 | Yes (X) | $331,435 | $0 | $15,577 | |||
| REBECCA CHI | ||||||||
| COO (END 4/23) | 40.00 | Yes (X) | $197,623 | $0 | $6,495 | |||
| LAUREN BRAND | ||||||||
| EXEC DIRECTOR, CAMPUS | 40.00 | $215,761 | $0 | $10,594 | Yes (X) | |||
| VALERIE FRYER | ||||||||
| DIRECTOR OF FINANCE | 40.00 | $195,830 | $0 | $12,277 | Yes (X) | |||
| KATHRYN HAMEL | ||||||||
| VP, MOBILE RESPONSE SERVICES | 40.00 | $159,405 | $0 | $1,020 | Yes (X) | |||
| TAMEKA TATES END 523 | ||||||||
| DIR MOBILE RESPONSE | 40.00 | $170,471 | $0 | $6,721 | Yes (X) | |||
| NICOLE RAMIREZ | ||||||||
| DIRECTOR, QUALITY IMPROVEMENT | 40.00 | $159,901 | $0 | $1,603 | Yes (X) | |||
| ANITA LEWICKE | ||||||||
| CAMPUS OPERATIONS MANAGER | 40.00 | $114,377 | $0 | $14,675 | Yes (X) | |||
| JESSICA FOAT | ||||||||
| DIRECTOR, MOBILE RES SVCS | 40.00 | $105,305 | $0 | $5,126 | Yes (X) | |||
| MEMORY NUNEZ END 1023 | ||||||||
| MOBILE RESPONSE MGR | 40.00 | $107,744 | $0 | $15,859 | Yes (X) | |||
| RICHARD AFABLE | ||||||||
| PRESIDENT / BOARD CHAIR | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAN YOUNG | ||||||||
| TREASURER / SEC (END 9/23) | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM TAORMINA | ||||||||
| SECRETARY / TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ALI SANTORE | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD STEINBERG | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVE PITMAN | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| MARCIA MANKER | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| MARK COSTA | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| KEVIN MANEMANN | ||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,404,489 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $104,926 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXODUS RECOVERY INC | |||||
| 1920 MARENGO STREET | LOS ANGELES | CA | 90033 | SUBCONTRACTOR | $12,147,493 |
| DBAC INC | |||||
| 101 SHIPYARD WAY SUITE A | NEWPORT BEACH | CA | 92663 | DEMOLITION CONTRACTOR | $5,920,784 |
| CALIFORNIA COMMERCIAL R E S | |||||
| 1800 QUAIL STREET SUITE 100 | NEWPORT BEACH | CA | 92660 | MANAGEMENT SERVICES | $851,644 |
| BOULDER ASSOCIATES INC | |||||
| 300 SPECTRUM CENTER DRIVE SUITE 73 | IRVINE | CA | 92618 | JANITORIAL SERVICE | $708,984 |
| IRVINE RANCH WATER DISTRICT | |||||
| 15600 SAND CANYON AVE | IRVINE | CA | 92618 | DEVELOPMENT FEES | $634,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $122,926,806 | GovernmentGrantsAmt |
| All Other Contributions | $1,028,283 | AllOtherContributionsAmt |
| Noncash Contributions | $41,547,035 | NoncashContributionsAmt |
| Total Contributions | $123,955,089 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,085,113 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,085,113 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,085,113 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,830,800 | TotalRevenueColumnAmt |
| Exclusion | $1,830,800 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,623,902 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,623,902 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,871,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,085,113 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,830,800 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,278 | TotalAmt |
| Program Services | $322,278 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,807,633 | TotalAmt |
| Program Services | $539,868 | ProgramServicesAmt |
| Management And General | $1,267,765 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,024,045 | TotalAmt |
| Program Services | $4,980,245 | ProgramServicesAmt |
| Management And General | $947,828 | ManagementAndGeneralAmt |
| Fundraising | $95,972 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,992 | TotalAmt |
| Program Services | $580,904 | ProgramServicesAmt |
| Management And General | $59,039 | ManagementAndGeneralAmt |
| Fundraising | $1,049 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,965 | TotalAmt |
| Program Services | $414,825 | ProgramServicesAmt |
| Management And General | $93,887 | ManagementAndGeneralAmt |
| Fundraising | $7,253 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,255 | TotalAmt |
| Management And General | $72,255 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,280 | TotalAmt |
| Program Services | $217,123 | ProgramServicesAmt |
| Management And General | $204,748 | ManagementAndGeneralAmt |
| Fundraising | $20,409 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,768,394 | TotalAmt |
| Program Services | $1,651,488 | ProgramServicesAmt |
| Management And General | $111,649 | ManagementAndGeneralAmt |
| Fundraising | $5,257 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,127 | TotalAmt |
| Program Services | $159,879 | ProgramServicesAmt |
| Management And General | $20,777 | ManagementAndGeneralAmt |
| Fundraising | $2,471 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,227,669 | TotalAmt |
| Program Services | $2,171,272 | ProgramServicesAmt |
| Management And General | $56,397 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,601 | TotalAmt |
| Program Services | $251,894 | ProgramServicesAmt |
| Management And General | $20,272 | ManagementAndGeneralAmt |
| Fundraising | $5,435 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SERVICE PROVIDERS | $14,779,593 | $14,779,593 | ||
| CONSULTING | $1,317,917 | $892,424 | $425,493 | |
| SUBCONTRACTS | $683,646 | $683,646 | ||
| OUTREACH | $584,551 | $131,753 | $448,354 | $4,444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,007 | TotalAmt |
| Program Services | $299,536 | ProgramServicesAmt |
| Management And General | $344,025 | ManagementAndGeneralAmt |
| Fundraising | $7,446 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,298,953 | TotalAmt |
| Program Services | $28,076,728 | ProgramServicesAmt |
| Management And General | $4,072,489 | ManagementAndGeneralAmt |
| Fundraising | $149,736 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,209,487 | BOYAmt |
| EOY | $5,412,062 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,214,762 | BOYAmt |
| EOY | $12,672,721 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,236 | BOYAmt |
| EOY | $365,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,658,126 | BOYAmt |
| EOY | $14,039,452 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,424 | BOYAmt |
| EOY | $168,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,063,347 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,971,029 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,944,222 | BOYAmt |
| EOY | $94,092,318 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $54,047,814 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,200 | BOYAmt |
| EOY | $128,744 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,031,457 | BOYAmt |
| EOY | $180,927,337 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,502 | BOYAmt |
| EOY | $9,496,016 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,985,795 | BOYAmt |
| EOY | $5,217,750 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,097,297 | BOYAmt |
| EOY | $14,713,766 | 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 | $36,783,262 | BOYAmt |
| EOY | $36,097,380 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,150,898 | BOYAmt |
| EOY | $130,116,191 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,934,160 | BOYAmt |
| EOY | $166,213,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,031,457 | BOYAmt |
| EOY | $180,927,337 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $95,572,049 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $707,362 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,278,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,046,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,076,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,649,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,955,089 | CurrentTaxYearAmt |
| Total | $190,006,271 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,278,727 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,046,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,076,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,649,794 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,955,089 | CurrentTaxYearAmt |
| Total | $190,006,271 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $190,006,271 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $262,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,830,800 | CurrentTaxYearAmt |
| Total | $2,177,025 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,217 | CurrentTaxYearMinus4YearsAmt |
| Total | $2,217 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $192,185,513 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,085,113 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $276,285 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $276,285 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,602,555 | OtherCostOrOtherBasisAmt |
| Book Value | $45,602,555 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,156,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,535,966 | DepreciationAmt |
| Book Value | $27,620,785 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $237,695 | OtherCostOrOtherBasisAmt |
| Depreciation | $237,695 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,066,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,197,368 | DepreciationAmt |
| Book Value | $20,868,978 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $94,092,318 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCE | $4,973,415 |
| TENANT SECURITY DEPOSITS | $74,925 |
| LEASE LIABILITY | $112,921 |
| RETAINAGE | $56,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,217,750 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $128,528,868 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $707,362 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $22,759 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $730,121 | RevenueNotReportedAmt |
| Revenue Subtotal | $127,798,747 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $72,255 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $72,255 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $127,871,002 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,249,457 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $22,759 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $22,759 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,226,698 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $72,255 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $72,255 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,298,953 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MIND OC 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, MIND OC 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. MIND OC'S TAX YEARS FOR 2021 AND 2022 ARE OPEN TO REVIEW FOR FEDERAL AND STATE TAX PURPOSES. MIND OC FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A NONPUBLIC ENTITY'S FINANCIAL STATEMENTS. IT DETAILS HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS THAT HAVE BEEN OR ARE EXPECTED TO BE TAKEN. AS SUCH, FINANCIAL STATEMENTS WILL REFLECT EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. THERE WAS NO IMPACT TO MIND OC'S FINANCIAL STATEMENTS AS A RESULT OF THESE PROVISIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| MULTI-ETHNIC COLLABORATIVE OF COMMUNITY AGENCIES (MECCA) | |||||||
| 1505 EAST 17TH STREET SUITE 123 | SANTA ANA | CA | 92705 | 271348840 | $85,849 | $0 | YOUTH OPIOID USE DISORDER |
| CHILD GUIDANCE CENTER | |||||||
| 525 CABRILLO PARK DRIVE 300 | SANTA ANA | CA | 92701 | 952546170 | $10,000 | $0 | ACES PROGRAM |
| ABRAZAR INC | |||||||
| 7101 WYOMING STREET | WESTMINSTER | CA | 92683 | 330301538 | $10,000 | $0 | ACES PROGRAM |
| ASIAN AMERICAN SENIOR CITIZENS SERVICE CENTER INC (AASCSC) | |||||||
| 850 NORTH BIRCH STREET | SANTA ANA | CA | 92701 | 330396096 | $10,000 | $0 | ACES PROGRAM |
| BOYS AND GIRLS CLUB OF CENTRAL ORANGE COAST | |||||||
| 17701 COWAN ST STE 110 | IRVINE | CA | 92614 | 951893417 | $10,000 | $0 | ACES PROGRAM |
| CHARITABLE VENTURES OF ORANGE COUNTY | |||||||
| 1505 E 17TH STREET STE 101 | SANTA ANA | CA | 92705 | 208756660 | $10,000 | $0 | ACES PROGRAM |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | |||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | 952452787 | $10,000 | $0 | ACES PROGRAM |
| DELHI CENTER | |||||||
| 505 E CENTRAL AVENUE | SANTA ANA | CA | 92707 | 952620952 | $10,000 | $0 | ACES PROGRAM |
| HOPE COMMUNITY SERVICES | |||||||
| 1538 N CENTURY BOULEVARD | SANTA ANA | CA | 92703 | 330751405 | $10,000 | $0 | ACES PROGRAM |
| ICNA RELIEF USA PROGRAMS | |||||||
| 505 EAST COMMONWEALTH AVE | FULLERTON | CA | 92832 | 043810161 | $10,000 | $0 | ACES PROGRAM |
| OLIVE CREST | |||||||
| 2130 EAST 4TH STREET | SANTA ANA | CA | 92705 | 952877102 | $10,000 | $0 | ACES PROGRAM |
| ONEOC CHILDREN AND FAMILIES COALITION OF OC (GREEN MPNA) | |||||||
| 1901 EAST 4TH STREET STE 100 | SANTA ANA | CA | 92705 | 952021700 | $10,000 | $0 | ACES PROGRAM |
| ORANGE COUNTY FAMILY JUSTICE CENTER FOUNDATION | |||||||
| 150 WEST VERMONT AVENUE | ANAHEIM | CA | 92805 | 204088652 | $10,000 | $0 | ACES PROGRAM |
| THE PRIORITY CENTER ENDING THE GENERATIONAL CYCLE OF TRAUMA INC | |||||||
| 1940 E DEERE AVE STE 100 SUITE 100 | SANTA ANA | CA | 92705 | 330013237 | $10,000 | $0 | ACES PROGRAM |
| THE RAISE FOUNDATION | |||||||
| 2900 BRISTOL STREET SUITE J201 | COSTA MESA | CA | 92626 | 330240178 | $10,000 | $0 | ACES PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TWO PARTS TO MONITORING SUBGRANTEES: 1. PROGRAM PERSON REVIEWS MONTHLY NARRATIVES PROVIDED BY THE SUBGRANTEE 2. DIRECTOR OF FINANCE REVIEWS MONTHLY INVOICES PROVIDED BY THE SUBGRANTEE WITH THE APPROPRIATE BACKUP DOCUMENTATION. BUDGETS ARE PROVIDED FOR EACH SUBGRANTEE AND ACTUALS ARE COMPARED TO THE BUDGET. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARSHALL MONCRIEF | ||||||||||||||
| CEO (END 9/23) | $251,493 | $0 | $148,066 | $0 | $97,057 | $0 | $0 | $0 | $14,448 | $0 | $511,064 | $0 | $0 | $0 |
| PHILLIP FRANKS | ||||||||||||||
| CEO (START 10/23) | $65,591 | $0 | $84,430 | $0 | $0 | $0 | $0 | $0 | $531 | $0 | $150,552 | $0 | $0 | $0 |
| VICTOR JORDAN | ||||||||||||||
| CFO | $306,435 | $0 | $25,000 | $0 | $0 | $0 | $0 | $0 | $15,577 | $0 | $347,012 | $0 | $0 | $0 |
| REBECCA CHI | ||||||||||||||
| COO (END 4/23) | $104,407 | $0 | $0 | $0 | $93,216 | $0 | $0 | $0 | $6,495 | $0 | $204,118 | $0 | $0 | $0 |
| LAUREN BRAND | ||||||||||||||
| EXEC DIRECTOR, CAMPUS | $215,761 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,594 | $0 | $226,355 | $0 | $0 | $0 |
| VALERIE FRYER | ||||||||||||||
| DIRECTOR OF FINANCE | $195,830 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,277 | $0 | $208,107 | $0 | $0 | $0 |
| KATHRYN HAMEL | ||||||||||||||
| VP, MOBILE RESPONSE SERVICES | $159,405 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,020 | $0 | $160,425 | $0 | $0 | $0 |
| TAMEKA TATES END 523 | ||||||||||||||
| DIR MOBILE RESPONSE | $82,223 | $0 | $0 | $0 | $88,248 | $0 | $0 | $0 | $6,721 | $0 | $177,192 | $0 | $0 | $0 |
| NICOLE RAMIREZ | ||||||||||||||
| DIRECTOR, QUALITY IMPROVEMENT | $159,901 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,603 | $0 | $161,504 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | NAME: MARSHALL MONCRIEF, DESCRIPTION: CEO, SEVERANCE SEPT 2023, TOTAL SEVERANCE: $360,500, PAID OVER 12 MONTHS. CURRENT YEAR AMOUNT: $97,057 NAME: REBECCA CHI, DESCRIPTION: COO, SEVERANCE APRIL 2023, AMOUNT: $93,216. NAME: TAMEKA TATES, DESCRIPTION: DIRECTOR, MOBILE RESPONSE SERVICES, SEVERANCE MAY 2023, AMOUNT: $88,248. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LAND | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $41,547,035 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | Yes (1) | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | BE WELL IRVINE CAMPUS - LAND WITH A 60 YEAR LEASE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | MIND OC STARTED CONSTRUCTION IN IRVINE AT OUR BE WELL IRVINE CAMPUS. |
| BE WELL OC PROGRAM | BE WELL OC PROGRAM: MENTAL HEALTH ORANGE CAMPUS WELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL SUPPORT THE BE WELL MENTAL HEALTH SYSTEM OF CARE. THE WELLNESS HUBS WILL INCLUDE A VARIETY OF MENTAL HEALTH AND TREATMENT PROGRAMS AND WILL BE UNIQUELY AVAILABLE TO ALL RESIDENTS OF ORANGE COUNTY, REGARDLESS OF PAYER. ACCESS WILL BE BASED ON CLINICAL NEED. |
| THE MOBILE CRISIS (HOPE) PROGRAM | THE MOBILE CRISIS (HOPE) PROGRAM (BE WELL OC MOBILE RESPONSE TEAM MODEL) IS A NON-EMERGENCY SUPPORT SERVICE FOR RESIDENTS EXPERIENCING MENTAL HEALTH, SUBSTANCE USE AND HOMELESSNESS RELATED CRISES. EACH TEAM IS COMPOSED OF TWO CRISIS COUNSELORS WHO PROVIDE IN-COMMUNITY ASSESSMENT AND STABILIZATION OF INDIVIDUALS EXPERIENCING MENTAL HEALTH OR SUBSTANCE USE CHALLENGES. THE TEAM ALSO PROVIDES INFORMATION AND REFERRALS, TRANSPORTATION TO SERVICES, AND ADDITIONAL FOLLOW-UP SUPPORT AND CASE MANAGEMENT. IN CITIES WITH ACTIVE PROGRAMS, CALLS ARE RECEIVED THROUGH THE APPROPRIATE NON-EMERGENCY LINE OR 911. DISPATCHERS TRIAGE THE SITUATION AND, WHEN APPROPRIATE, DEPLOY THE HOPE TEAM TO ASSIST. |
| COMMUNITY INITIATIVES | SUICIDE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, FOR THE PURPOSE OF INCREASING KNOWLEDGE AND AWARENESS REGARDING MENTAL HEALTH, STIGMA, SUICIDE PREVENTION, AND INTERVENTION, AS WELL AS PROVIDING SUPPORT SERVICES FOR THE THOSE IN NEED AND THOSE DIRECTLY AFFECTED BY SUICIDE. BEHAVIORAL HEALTH SERVICE TRANSFORMATION (BHST) BE WELL OC BRINGS TOGETHER A COMMUNITY OF ACTION BY LEVERAGING COLLECTIVE POWER TO TRANSFORM MENTAL HEALTH SERVICE AND DELIVERY INTO A WORLD-CLASS SYSTEM OF CARE. OUR SUCCESS STARTS WITH ACCEPTANCE THAT THE MENTAL HEALTH SECTOR ALONE CANNOT SOLVE ALL OF THE CHALLENGES OF THIS COMPLEX AND PERVASIVE HEALTH CHALLENGE. BE WELL OC BRINGS TOGETHER A ROBUST, COMMUNITY-BASED, CROSS-SECTOR STRATEGY OF PUBLIC-PRIVATE, ACADEMIC, FAITH, AND OTHER ORGANIZATIONS TO POSITIVELY IMPACT THOSE CHALLENGES THAT DIMINISH MENTAL HEALTH AND WELL-BEING. ADVERSE CHILDHOOD EXPERIENCES (ACES) IN PARTNERSHIP WITH MORE THAN 20 HEALTH SYSTEMS, COUNTY AND COMMUNITY-BASED ORGANIZATIONS, MIND OC, HAS BEEN AWARDED $3 MILLION OVER 17 MONTHS FROM THE ACES AWARE GRANT PROGRAM, DEVELOPED BY THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES IN PARTNERSHIP WITH THE OFFICE OF THE CALIFORNIA SURGEON GENERAL. THE PROJECT AIMS TO IMPLEMENT A BROAD AND INCLUSIVE TRAUMA-INFORMED NETWORK OF CARE FOR ORANGE COUNTY, WHICH WILL ULTIMATELY WORK TO PREVENT ADVERSE CHILDHOOD EXPERIENCES (ACES), PROMOTE ACE SCREENING IN CHILDREN AND ADULTS, IMPROVE TREATMENT OF ACE-ASSOCIATED HEALTH CONDITIONS, AND PREVENT INTERGENERATIONAL TOXIC STRESS TRANSMISSION. YOUTH OPIOID USE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, AND WHO FOLLOW INTO THE AGE RANGE OF 12 TO 24 YEARS OLD WHO ARE AT RISK OF OPIOID USE DISORDER (OUD) OR AT RISK OF AN OPIOID OVERDOSE. THIS PROGRAM AIMS TO PROVIDE OUTREACH, EDUCATION, AND TREATMENT FOR AT RISK YOUTH WITH THE GOAL OF REDUCING OPIOID USE AND OVERDOSE IN ORANGE COUNTY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS SENT TO THE BOARD OF DIRECTORS AND REVIEWED BEFORE THE CEO SIGNS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BEFORE ANY DISCUSSION AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR THE EXECUTIVE COMMITTEE REGARDING THE INTERESTED PERSON'S POSITION OR FINANCIAL INTEREST. AFTER SUCH PRESENTATION, THE INTERESTED PERSON WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION. THE BOARD OR THE EXECUTIVE COMMITTEE WILL UNDERTAKE APPROPRIATE DUE DILIGENCE AND INFORM ITSELF OF ALL MATERIAL INFORMATION REASONABLY AVAILABLE TO IT AND EXPLORE ALL REASONABLE ALTERNATIVES TO THE PROPOSED TRANSACTION THAT WOULD NOT INVOLVE THE CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR THE EXECUTIVE COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE PROPOSED TRANSACTION IS (I) IN THE CORPORATION'S BEST INTEREST, (II) FOR THE CORPORATION'S OWN BENEFIT, AND (III) FAIR AND REASONABLE TO THE CORPORATION. IN CONFORMITY WITH THIS DETERMINATION, THE BOARD OR THE EXECUTIVE COMMITTEE WILL MAKE ITS DECISION AS TO WHETHER THE CORPORATION MAY ENTER INTO THE PROPOSED TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPETITIVE COMPENSATION ASSESSMENT IS USED TO RESEARCH THE REASONABLENESS AND COMPETITIVENESS IN DETERMINING THE COMPENSATION OF THE TOP EXECUTIVES: THE CHIEF EXECUTIVE OFFICER, CFO AND THE COO. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| 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, ON GUIDESTAR AND ON OUR WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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