2024-10-07T18:59:59-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2023-01-01 873516668 CEO LEADERSHIP ALLIANCE ORANGE COUNTY CEOL 9492306133 668 N COAST HWY 319 LAGUNA BEACH CA 92651 MARK PERCY CEO & PRESIDENT 9492306133 2024-10-05 1 1 LISA N RYSSEL CPA P00643670 7149781300 2024-09-27 2023 2024-10-15 13:58:12Z MARK PERCY 668 N COAST HWY 319 LAGUNA BEACH CA 92651 2799266 0 X CLAOC.ORG X 2021 CA TO CREATE AN INCLUSIVE, PREMIER INNOVATION ECOSYSTEM IN OC WITH A FOCUS ON TALENT AND CAPITAL. 11 10 11 114 0 0 2535559 2796840 0 0 0 2426 0 0 2535559 2799266 54006 104891 0 0 1180549 1417656 0 0 293800 1160548 1184191 2395103 2706738 140456 92528 549870 692816 409414 459832 140456 232984 X THE MISSION OF CEO LEADERSHIP ALLIANCE ORANGE COUNTY (CLAOC) IS TO CREATE AN INCLUSIVE, PREMIER INNOVATION ECOSYSTEM IN ORANGE COUNTY WITH A FOCUS ON TALENT AND CAPITAL. 0 0 1049485 104891 CAREER EXPLORATION EXPERIENCE (MICRO-INTERNSHIPS): THIS INITIATIVE ALLOWS HIGH SCHOOL, COMMUNITY COLLEGE, AND UNIVERSITY STUDENTS TO GAIN ON-THE-JOB EXPERIENCE WITH ORANGE COUNTY COMPANIES, ULTIMATELY ENABLING THEM TO SECURE HIGHER-PAYING JOBS IN OC.PROGRAM ACCOMPLISHMENTS - 180% GROWTH IN CLAOC'S CEE INTERNSHIPS DURING THE PAST 2 YEARS, WITH 14 HOST BUSINESSES IN 2023. 400 HIGH SCHOOL AND UNIVERSITY STUDENTS COMPLETED CEES SINCE 2022, EARNING $160,000 IN STUDENT STIPENDS. 402600 NATIONAL TALENT COLLABORATIVE: THE NATIONAL TALENT COLLABORATIVE IS A UNIQUE CONSORTIUM OF REGIONAL LEADERS OF BUSINESS-ENGAGED ORGANIZATIONS WITH A SHARED COMMITMENT TO TALENT AND WORKFORCE DEVELOPMENT ACROSS THE UNITED STATES. THESE REGIONAL LEADERS MEET REGULARLY TO SHARE BEST PRACTICES AND TO EXPLORE FURTHER COLLABORATION, SUCH AS SHARING COMMON DATA PLATFORMS, SPEAKING WITH A COLLECTIVE VOICE, AND WORKING TOGETHER TO DRIVE BROAD-SCALE, SYSTEMIC CHANGE ACROSS THE COUNTRY. 352212 AI TALENT LAB: WITH A CLEAR FOCUS ON RACIAL AND GENDER DIVERSITY, WE BRING TOGETHER CIVIC AND BUSINESS LEADERS, AI-FOCUSED ENTREPRENEURS, AND EDUCATION ORGANIZATIONS TO CULTIVATE AND RECRUIT THE DIVERSE TALENT NEEDED NOW AND IN THE FUTURE TO SUPPORT A ROBUST AI-INFUSED ECONOMY IN OC.PROGRAM ACCOMPLISHMENTS: 300 STUDENTS AND STAKEHOLDERS COMPLETED NEW AI LEARNING EXPERIENCES AND ATTENDED CLAOC AI EVENTS. 294676 OC FELLOWS: DESIGNED TO DEVELOP AND RETAIN EMERGING BUSINESS LEADERS IN ORANGE COUNTY, THE TWO-YEAR LEADERSHIP DEVELOPMENT PROGRAM SUPPORTS RECENT UNIVERSITY GRADUATES EMPLOYED IN AN OC COMPANY. THE OC FELLOWS PROGRAM PROVIDES SKILL-BUILDING AND NETWORKING OPPORTUNITIES TO STRENGTHEN CONNECTIONS TO OC LEADERS, COMPANIES, AND JOB OPPORTUNITIES.PROGRAM ACCOMPLISHMENTS - 90+% OF 120 CURRENT AND PAST OC FELLOWS ALUMNI ARE STILL EMPLOYED IN OC. 4TH AND LARGEST COHORT OF OC FELLOWS LAUNCHED. 294676 2098973 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 11 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X KARLY SIMPSON 9492306133 668 N COAST HWY 319 LAGUNA BEACH CA 92651 MARK PERCY CEO & PRESIDENT 40.00 X X 347813 0 37975 ANNETTE WALKER CHAIR 1.00 X X 0 0 0 EDWARD MORA TREASURER 1.00 X X 0 0 0 DOUGLAS WILSON CO-FOUNDER 1.00 X 0 0 0 RICHARD GOCHNAUER DIRECTOR 1.00 X 0 0 0 BRETT WALL DIRECTOR 1.00 X 0 0 0 DAVEEN CHOPRA DIRECTOR 1.00 X 0 0 0 DARRYL BUTTON DIRECTOR 1.00 X 0 0 0 KIM LETCH DIRECTOR 1.00 X 0 0 0 LINDSEY SPINDLE DIRECTOR 1.00 X 0 0 0 EMMANUEL ROMAN DIRECTOR 1.00 X 0 0 0 YASMIN PACHNANDA SVP 40.00 X 284740 0 49498 632553 0 87473 2 0 1 0 NEXT SOLUTIONS INC 356 PINECREST DRIVE LAGUNA BEACH CA 92561 ORG CONSULTANT 328158 EDUCATION WORKFORCE ALLIANCE 19744 BEACH BLVD 404 HUNTINGTON BEACH CA 92648 PROGRAM ADVISOR 221523 2 278265 2518575 2796840 2426 2426 2799266 0 0 2426 X 104891 104891 385788 300488 48566 36734 808538 629764 101786 76988 55284 43060 6960 5264 100262 78092 12622 9548 67784 52797 8533 6454 8215 8215 36499 36499 741615 579404 57833 104378 176346 118745 12729 44872 4704 3246 1071 387 12246 4073 8173 29470 22954 3710 2806 7070 4128 1675 1267 1800 1800 1075 1075 PROGRAM EVENTS 158464 152710 1217 4537 VEHICLE EXPENSES 3736 2910 470 356 MEMBERSHIPS AND SUBSCRI 2197 1711 277 209 MISCELLANEOUS EXPENSES 754 754 2706738 2098973 313965 293800 334870 322396 0 252420 215000 118000 549870 692816 59414 100753 50000 0 300000 359079 409414 459832 X 55456 35649 85000 197335 140456 232984 549870 692816 92528 0 X X 1 X 1 X 1 0 X 2535559 2796840 5332399 2535559 2796840 5332399 1206515 4125884 2426 2426 5334825 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 REFUNDABLE ADVANCE 359079 359079 X 2799266 0 2799266 0 2799266 2706738 0 2706738 0 2706738 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 50I(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FASS ASC TOPIC 740, INCOME TAXES, REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. 0 SCHOLARSHIPS 144 104891 X X X X 0 0 0 0 0 0 0 0 0 MARK PERCY CEO & PRESIDENT 347813 0 0 0 0 0 28474 0 9501 0 385788 0 0 0 YASMIN PACHNANDA SVP 284740 0 0 0 0 0 28474 0 21024 0 334238 0 0 0 PART I, LINE 3 RESEARCH OF COMPARABLE SALARIES IS COMPLETED ANNUALLY BY THE BOARD SECRETARY FOR THE CEO & PRESIDENT, COO, AND THE HIGHLY COMPENSATED EMPLOYEES. THERE IS A WRITTEN AGREEMENT FOR THE CEO & PRESIDENT'S COMPENSATION. NEXT SOLUTIONS INC BOARD MEMBER IS OWNER 325000 PAYMENTS FOR ORGANIZATIONAL CONSULTING. 0 FORM 990, PART VI, SECTION A, LINE 8B THE BOARD SECRETARY DOCUMENTS ALL DETAILS OF COMMITTEE MEETINGS AND REPORTS TO THE BOARD AT THE FOLLOWING BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND CEO AND THE AUDIT COMMITTEE WILL REVIEW THE DRAFT 990. THE GOVERNING BODY WILL RECEIVE A DRAFT OF THE 990 AND ALL SCHEDULES PRIOR TO FILING. THE GOVERNING BODY WILL HAVE TIME TO REVIEW AND ASK QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SECRETARY BI-ANNUALLY REVIEWS THE POLICIES FOR COMPLIANCE. THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY ALL DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 CLAOC ENGAGED AN OUTSIDE ORGANIZATION TO PROVIDE COMPARABILITY DATA FOR MANAGEMENT AND CHIEF EMPLOYEES. ANY SALARY INCREASES WERE MADE WITHIN THE SUGGESTED RANGE. THERE IS A WRITTEN AGREEMENT OF THE CEO AND PRESIDENT'S COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE 990 AND 1023 ARE PUBLISHED ON GUIDESTAR. ADDITIONALLY, ALL DOCUMENTS ARE AVAILABLE UPON REQUEST WITH THE BOARD SECRETARY. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 579,404. MANAGEMENT AND GENERAL EXPENSES 57,833. FUNDRAISING EXPENSES 104,378. TOTAL EXPENSES 741,615. FORM 990, PART XII, LINE 2C: CREATED AN AUDIT COMMITTEE AMD ELECTED A NEW TREASURER TO CHAIR THE COMMITTEE.