2022-10-20T12:48:28-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2021-01-01 823901590 MIND OC MIND 9495699040 18650 MACARTHUR BLVD STE 220 IRVINE CA 92612 MARSHALL MONCRIEF CEO 9494004157 2022-10-14 1 MARSHALL MONCRIEF 999009999 LISA N RYSSEL CPA P00643670 7149781300 2022-10-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARSHALL MONCRIEF 18650 MACARTHUR BLVD STE 220 IRVINE CA 92612 16090055 0 X BEWELLOC.ORG X 2017 CA 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. 6 6 36 25 0 0 3046311 16076350 0 0 60581 13705 0 0 3106892 16090055 395494 1055872 0 0 1228785 1996826 0 0 351543 2417164 6556388 4041443 9609086 -934551 6480969 49227916 53343760 4108333 1743208 45119583 51600552 X 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. 0 0 2050314 2311855 MENTAL HEALTH SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, AND INCLUDE CRISIS STABILIZATION, TRANSITIONAL RESIDENTIAL SUPPORT, AND WITHDRAWAL MANAGEMENT. THE SERVICES ALSO PROVIDE FOR MOBILE CRISIS RESPONSE TEAMS SERVING ORANGE COUNTY AND SUPPORT SERVICES. 3997596 3653166 BE WELL OC PROGRAM1. 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.2. WELLNESS REGIONAL HUBS AS A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION, THREE REGIONAL ANCHORING WELLNESS HUBS ARE REQUIRED TO 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. 268480 207462 282535 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. 2312055 848410 2398156 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.BE WELL OC MOBILE RESPONSE TEAMSTHE BE WELL OC MOBILE RESPONSE TEAM MODEL IS DESIGNED TO SUPPORT RESIDENTS, FIRST RESPONDERS, HEALTHCARE WORKERS, SOCIAL SERVICE PROFESSIONALS AND THE ENTIRE COMMUNITY WITH A CLINICALLY-EFFECTIVE AND COST-EFFECTIVE RESPONSE TO MENTAL ILLNESS, SUBSTANCE USE AND HOMELESSNESS. 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 BE WELL OC MOBILE RESPONSE TEAM TO ASSIST.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. 2312055 848410 2398156 8628445 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X VALERIE FRYER 9495699027 18650 MACARTHUR BLVD STE 220 IRVINE CA 92612 RICHARD AFABLE PRESIDENT 10.00 X X 0 0 0 DAN YOUNG TREASURER/SECRETARY 5.00 X X 0 0 0 WILLIAM TAORMINA DIRECTOR 2.00 X 0 0 0 MARK COSTA DIRECTOR 2.00 X 0 0 0 MARCIA MANKER DIRECTOR 2.00 X 0 0 0 STEVE PITMAN DIRECTOR 2.00 X 0 0 0 MARSHALL MONCRIEF CHIEF EXECUTIVE OFFICER 40.00 X 336127 0 17982 VALERIE FRYER DIRECTOR OF FINANCE, CONSU 40.00 X 170614 0 0 LAUREN BRAND DIRECTOR OF OPERATIONS 40.00 X 195363 0 15208 NICOLE RAMIREZ DIRECTOR OF NETWORK DEV'T 40.00 X 154384 0 1656 STACY SKWARLO DIRECTOR 40.00 X 134888 0 1101 991376 0 35947 5 0 1 0 SNYDER LANGSTON 17962 COWAN IRVINE CA 92614 GENERAL CONTRACTOR 4728167 DESERT VISTA 10002 N 28TH PLACE PHOENIX AZ 85028 MENTAL HEALTH CONSULTING 809980 BOULDER ASSOCIATES INC 300 SPECTRUM CENTER DRIVE SUITE 73 IRVINE CA 92618 ARCHITECTURE SERVICES 594420 IDEA HALL 611 ANTON BLVD STE 140 COSTA MESA CA 92626 MARKETING 568507 CALIFORNIA COMMERCIAL R E S 1800 QUAIL STREET SUITE 100 NEWPORT BEACH CA 92660 MANAGEMENT SERVICES 559053 13 10248497 5827853 23206 16076350 13705 13705 16090055 0 0 13705 X 1055872 1055872 524723 347669 177054 1227049 1082212 9687 135150 111693 99641 10951 1101 133361 112798 10468 10095 7350 7350 56370 56370 2353465 2252169 50896 50400 218854 164324 49154 5376 1632372 1607089 25108 175 1202833 1193295 9538 149567 139577 9243 747 OUTREACH AND ENGAGEMENT 638927 467908 25594 145425 PROFESSIONAL SERVICES 178287 21712 156439 136 PUBLIC RELATIONS 71416 54628 13850 2938 PROFESSIONAL DEVELOPMEN 46947 29551 17396 9609086 8628445 629098 351543 2215997 2306738 10050241 8677193 293899 1671524 3649687 97141 249365 39497546 1341184 35164862 38156362 28151 10516 49227916 53343760 1394830 1234539 6481 0 2707022 508669 4108333 1743208 X -558739 38385607 45678322 13214945 45119583 51600552 49227916 53343760 6480969 0 X 0 1 X 1 0 X 800000 14278727 3046311 16076350 34201388 800000 14278727 3046311 16076350 34201388 34201388 262287 60581 13705 336573 2217 2217 34540178 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4055520 4055520 31156755 1175167 29981588 58923 30833 28090 4226348 135184 4091164 38156362 REFUNDABLE ADVANCE 299135 TENANT SECURITY DEPOSITS 209534 508669 X 16090055 0 16090055 0 16090055 9609086 0 9609086 0 9609086 PART X, LINE 2: 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 2019 AND 2020 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. 1 KOREAN COMMUNITY SERVICES INC 451 W LINCOLN AVE SUITE 100 ANAHEIM CA 92805 953245254 501(C)(3) 110586 0 CASH OPIOID USE DISORDER MULTI-ETHNIC COLLABORATIVE OF COMMUNITY AGENCIES 1505 EAST 17TH STREET SUITE 123 SANTA ANA CA 92705 271348840 501(C)(3) 92876 0 CASH OPIOID USE DISORDER 211 ORANGE COUNTY (211OC) 1505 E 17TH STREET SUITE 108 SANTA ANA CA 92705 271348840 501(C)(3) 44713 0 CASH ACES PROGRAM AMERICAN ACADEMY OF PEDIATRICS - ORANGE COUNTY CHAPTER 5000 CAMPUS DRIVE NEWPORT BEACH CA 92660 330063532 501(C)(3) 23533 0 CASH ACES PROGRAM CHILD GUIDANCE CENTER 525 CABRILLO PARK DRIVE 300 SANTA ANA CA 92701 952546170 501(C)(3) 23533 0 CASH ACES PROGRAM ONEOC (CHILDREN AND FAMILIES COALITION FISCAL PROJECT) 1901 E 4TH ST STE 100 SANTA ANA CA 92705 952021700 501(C)(3) 70599 0 CASH ACES PROGRAM CHOC HEALTH ALLIANCE (CHOC AND CHOC PHYSICIAN NETWORK) 1201 W LA VETA AVENUE ORANGE CA 92868 952321786 501(C)(3) 115313 0 CASH ACES PROGRAM OC COMMUNITY HEALTH CENTERS 515 CABRILLO PARK DR SUITE 225 SANTA ANA CA 92701 952900725 501(C)(3) 58834 0 CASH ACES PROGRAM FAMILY SOLUTIONS COLLABORATIVE 8 THOMAS IRVINE CA 92618 330086043 501(C)(3) 32333 0 CASH ACES PROGRAM MULTI-ETHNIC COLLABORATIVE OF COMMUNITY AGENCIES (MECCA) 1505 EAST 17TH STREET SUITE 123 SANTA ANA CA 92705 271348840 501(C)(3) 141198 0 CASH ACES PROGRAM NAMI ORANGE COUNTY 24822 JERONIMO LANE LAKE FOREST CA 92630 953726369 501(C)(3) 23533 0 CASH ACES PROGRAM OC UNITED TOGETHER 418 WEST COMMONWEALTH AVE FULLERTON CA 92832 463761517 501(C)(3) 23533 0 CASH ACES PROGRAM ORANGE COUNTY DEPARTMENT OF EDUCATION (OCDE) 200 KALMUS DRIVE PO BOX 9050 COSTA MESA CA 92626 956000943 501(C)(3) 55812 0 CASH ACES PROGRAM ST JOSEPH HERITAGE HEALTHCARE PO BOX 31001-1920 PASADENA CA 91110 330185031 501(C)(3) 108345 0 CASH ACES PROGRAM WESTERN YOUTH SERVICES 23461 SOUTH POINTE DRIVE STE 220 LAGUNA HILLS CA 92653 953407054 501(C)(3) 94132 0 CASH ACES PROGRAM ALZHEIMER'S ORANGE COUNTY 2515 MCCABE WAY STE 200 IRVINE CA 92614 953702013 501(C)(3) 10000 0 CASH SUICIDE PREVENTION ORANGE COUNTY HERALD CENTER 18025 SKY PARK CIRCLE B IRVINE CA 92614 133156738 501(C)(3) 6000 0 CASH SUICIDE PREVENTION NAMI ORANGE COUNTY 24822 JERONIMO LANE LAKE FOREST CA 92630 953726369 501(C)(3) 7500 0 CASH SUICIDE PREVENTION 22 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 0 0 MARSHALL MONCRIEF CHIEF EXECUTIVE OFFICER 336127 0 0 0 0 0 0 0 17982 0 354109 0 0 0 LAUREN BRAND DIRECTOR OF OPERATIONS 195363 0 0 0 0 0 0 0 15208 0 210571 0 0 0 VALERIE FRYER DIRECTOR OF FINANCE, CONSU 170614 0 0 0 0 0 0 0 0 0 170614 0 0 0 NICOLE RAMIREZ DIRECTOR OF NETWORK DEV'T 154384 0 0 0 0 0 0 0 1656 0 156040 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE 990 IS SENT TO THE GOVERNING BODY AND REVIEWED BEFORE FILING. 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 15A A COMPETITIVE COMPENSATION ASSESSMENT IS USED TO RESEARCH THE REASONABLENESS AND COMPETITIVENESS IN DETERMINING THE COMPENSATION OF THE TOP TWO EXECUTIVES: THE CHIEF EXECUTIVE OFFICER AND THE CHIEF CLINICAL AND STRATEGY OFFICER. 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 IT SERVICES: PROGRAM SERVICE EXPENSES 5,634. MANAGEMENT AND GENERAL EXPENSES 136. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,770. HR & PAYROLL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,543. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,543. GOVERNMENT SUBCONTRACTS: PROGRAM SERVICE EXPENSES 2,246,535. MANAGEMENT AND GENERAL EXPENSES 26,217. FUNDRAISING EXPENSES 50,400. TOTAL EXPENSES 2,323,152.