2021-11-09T18:41:56-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2020-01-01 823901590 MIND OC MIND 9494004157 18650 MACARTHUR BLVD STE 220 IRVINE CA 92612 MARSHALL MONCRIEF CEO 9494004157 2021-11-03 1 MARSHALL MONCRIEF 999009999 TINA HENTON P00630282 6268577300 2021-11-03 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARSHALL MONCRIEF 18650 MACARTHUR BLVD STE 220 IRVINE CA 92612 3106892 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 7 6 0 0 46334247 3046311 763502 0 262287 60581 2217 0 47362253 3106892 236078 395494 0 0 542501 1228785 0 0 318037 1099162 2417164 1877741 4041443 45484512 -934551 46508052 49227916 453918 4108333 46054134 45119583 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 1712151 1583606 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. 838241 410409 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. 547370 384994 601723 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. 206546 10500 236773 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. 206546 10500 236773 3304308 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 6 0 1 7 0 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 7148018002 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 349815 0 17748 CLAYTON CHAU TERM 52020 CHIEF CSO 40.00 X 133138 0 6347 VALERIE FRYER DIRECTOR OF FINANCE, CONSULTANT 40.00 X 97425 0 0 LAUREN BRAND DIRECTOR OF OPERATIONS 40.00 X 171320 0 16589 NICOLE RAMIREZ DIRECTOR OF NETWORK DEV'T & QI 40.00 X 140953 0 1696 HIEU NGUYEN TERM 112020 DIRECTOR OF SYSTEM CARE 40.00 X 141110 0 1382 1033761 0 43762 5 0 1 0 SNYDER LANGSTON 17962 COWAN IRVINE CA 92614 GENERAL CONTRACTOR - COST RELATED TO BUI 21903246 IDEA HALL 611 ANTON BLVD STE 140 COSTA MESA CA 92626 MARKETING 689904 DESERT VISTA 10002 N 28TH PLANCE PHOENIX AZ 85028 MENTAL HEALTH CONSULTING 649740 BOULDER ASSOCIATES INC 1426 PEARL STREET SUITE 300 BOULDER CO 80302 ARCHITECTURE SERVICES - NEW BUILDING ARC 495731 HOWE BONNEY & ASSOCIATES LLC 1411 W 190TH STREET SUITE 355 GARDENA CA 90248 PROJECT MANAGEMENT - OWNER'S REPRESENTAT 420693 5 2832511 213800 4800 3046311 60581 60581 3106892 0 0 60581 X 395494 395494 604472 376695 227777 522886 504841 18045 34792 33312 1480 66635 56592 10043 19838 4625 15213 41199 41199 20919 20919 1196545 1151306 5239 40000 95530 61760 28827 4943 179741 161347 18394 61380 34643 18644 8093 3167 3167 54008 45705 8303 PUBLIC RELATIONS 666558 452351 214207 OUTREACH AND ENGAGEMENT 57349 4707 1848 50794 PROFESSIONAL DEVELOPMEN 20930 20930 4041443 3304308 419098 318037 1161509 2215997 35133393 10050241 3480718 1671524 36405 97141 35168029 3167 6667876 35164862 28151 28151 46508052 49227916 453918 1394830 6481 0 2707022 453918 4108333 X 7145306 -558739 38908828 45678322 46054134 45119583 46508052 49227916 -934551 0 X 0 1 X 1 0 X 800000 14278727 3046311 18125038 800000 14278727 3046311 18125038 18125038 262287 60581 322868 2217 2217 18450123 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3987928 3987928 26798 3167 23631 31153303 31153303 35164862 REFUNDABLE ADVANCE 200000 RETAINAGE - CONSTRUCTION 2507022 2707022 X 3106892 0 3106892 0 3106892 4041443 0 4041443 0 4041443 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 2018 AND 2019 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 7212 ORANGETHORPE AVE SUITE 8 BUENA PARK CA 90621 953245254 501(C)(3) 292118 CASH OPIOID USE DISORDER CALIFORNIA INSTITUTE FOR BEHAVIORAL HEALTH SOLUTIONS 2125 19TH FLOOR ST 2ND FLOOR SACRAMENTO CA 95818 680314970 501(C)(3) 10500 CASH SUICIDE PREVENTION MULTI-ETHNIC COLLABORATIVE OF COMMUNITY AGENCIES 1505 E 17TH STREET SUITE 123 SANTA ANA CA 92705 271348840 501(C)(3) 92876 CASH OPIOID USE DISORDER & BEHAVIORAL HEALTH 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 349815 0 0 0 0 0 0 0 17748 0 367563 0 0 0 LAUREN BRAND DIRECTOR OF OPERATIONS 171320 0 0 0 0 0 0 0 16589 0 187909 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 25,194. MANAGEMENT AND GENERAL EXPENSES 2,412. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,606. HR & PAYROLL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,989. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,989. GOVERNMENT SUBCONTRACTS: PROGRAM SERVICE EXPENSES 1,126,112. MANAGEMENT AND GENERAL EXPENSES -8,162. FUNDRAISING EXPENSES 40,000. TOTAL EXPENSES 1,157,950. PART VI SECTION B LINE 13, 14 & 15 THE FOLLOWING POLICIES HAVE BEEN PUT IN PLACE FOR THE TAX YEAR ENDING 2019: - WHISTLEBLOWER POLICY - DOCUMENT RETENTION POLICY - PROCESS FOR DETERMINING CEO COMPENSATION