2025-09-25T12:36:04-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-01-01 873516668 CEO LEADERSHIP ALLIANCE ORANGE COUNTY CEOL 9492306133 668 N COAST HWY 319 LAGUNA BEACH CA 92651 MARK PERCY CEO & PRESIDENT 9492306133 2025-09-24 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-09-24 2024 2025-03-06 01:10:19Z MARK PERCY 668 N COAST HWY 319 LAGUNA BEACH CA 92651 2800232 0 X CLAOC.ORG X 2021 CA TO DEVELOP AND RETAIN THE TALENT NEEDED FOR AN INCLUSIVE, PREMIER INNOVATION HUB. WE ARE EMPLOYER-LED, COLLABORATING ACROSS SECTORS WITH PARTNERS FOR COLLECTIVE IMPACT. 10 9 13 156 0 0 2796840 2751792 0 0 2426 3321 0 45119 2799266 2800232 104891 56000 0 0 1417656 1443660 0 0 259101 1184191 1066225 2706738 2565885 92528 234347 692816 676867 459832 209536 232984 467331 X THE MISSION OF CEO LEADERSHIP ALLIANCE ORANGE COUNTY (CLAOC) IS TO DEVELOP AND RETAIN THE TALENT NEEDED FOR AN INCLUSIVE, PREMIER INNOVATION HUB. 1 0 734993 15693 0 THE CAREER EXPLORATION EXPERIENCE IS A MICRO-INTERNSHIP DESIGNED TO INTRODUCE HIGH SCHOOL AND UNIVERSITY STUDENTS TO ORANGE COUNTY COMPANIES THROUGH A 4 TO 6 WEEK HYBRID OR IN-PERSON EXPERIENCE. DESIGNED TO COMPLEMENT EXISTING RECRUITMENT STRATEGIES AND PROVIDE MEANINGFUL EMPLOYEE ENGAGEMENT OPPORTUNITIES, THE CAREER EXPLORATION EXPERIENCE INTRODUCES STUDENTS TO THE HOST COMPANY'S MISSION, VALUES, AND WORK CULTURE AS THEY LEARN ABOUT CAREERS ACROSS THE ORGANIZATION. ADDITIONALLY, STUDENTS GAIN PRACTICAL WORK EXPERIENCE AS THEY WORK WITH HOST EMPLOYEES ON A SHORT-TERM PROJECT.PROGRAM ACCOMPLISHMENTS - 180% GROWTH IN CLAOC'S CEE INTERNSHIPS DURING THE PAST 3 YEARS, WITH 36 HOST BUSINESSES AND 300 STUDENTS IN 2024. 1000 HIGH SCHOOL AND UNIVERSITY STUDENTS HAVE COMPLETED CEES SINCE 2022, EARNING $228,000 IN STUDENT STIPENDS. 313261 10419 0 CLAOC HEALTH CARE COALITION IS ADDRESSING ORANGE COUNTY'S HEALTHCARE TALENT SHORTAGE BY INCREASING THE QUALIFIED TALENT POOL AND BUILDING A SUSTAINABLE, EVERGREEN TALENT PIPELINE. BY PARTNERING WITH FIVE TOP HEALTHCARE INSTITUTIONS IN OC, WE ARE ALIGNING EFFORTS TO EXPAND THE HEALTHCARE TALENT PIPELINE AND ENSURE ORANGE COUNTY HAS THE QUALIFIED WORKFORCE NEEDED TO DELIVER EXCEPTIONAL CARE NOW AND INTO THE FUTURE. THESE LEADERS ARE WORKING TO ADDRESS SHARED WORKFORCE CHALLENGES, INCLUDING TALENT SHORTAGES IN HIGH-DEMAND ROLES, TRAINING CAPACITY LIMITS, AND RETENTION HURDLES. 304357 3907 45119 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. 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. 275480 19470 0 THE CLAOC AI TALENT LAB CULTIVATES AN INCLUSIVE AND FUTURE-READY WORKFORCE FOR THE AI ERA. THROUGH STRATEGIC PARTNERSHIPS, APPLIED LEARNING PROGRAMS, AND CROSS-SECTOR COLLABORATION, THE LAB STRENGTHENS ORANGE COUNTY'S CAPACITY TO LEAD IN INNOVATIVE AI DEVELOPMENT. CLAOC BRINGS 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. WE PARTNER WITH INDUSTRY AND EDUCATION THROUGH A MONTHLY AI WORKING GROUP AND A QUARTERLY TECH LEADERS GROUP TO STAY RESPONSIVE TO THE REGION'S EVOLVING AI ECOSYSTEM. SINCE BEGINNING THE AI TALENT LAB HAS ENGAGED OVER 3,700 PARTICIPANTS THROUGH PANELS, SUMMITS, AND ECOSYSTEM EVENTS: REACHED 150 HIGH SCHOOL, COMMUNITY COLLEGE, AND UNIVERSITY STUDENTS THROUGH INDUSTRY-SPONSORED AI PROJECTS AND CERTIFICATIONS; DELIVERED 100+ MICRO-INTERNSHIPS IN COLLABORATION WITH PUBLIC AND PRIVATE PARTNERS; POSITIONED OC AS A THOUGHT LEADER THROUGH THE STATE OF AI IN OC WHITEPAPER AND DEVELOPED OC AI GUIDING PRINCIPLES. 153487 0 0 OC FELLOWS IS A TWO-YEAR PROGRAM DESIGNED TO DEVELOP AND RETAIN DIVERSE YOUNG PROFESSIONALS IN ORANGE COUNTY. IT SUPPORTS RECENT UNIVERSITY GRADUATES EMPLOYED AT OC-BASED COMPANIES BY OFFERING QUARTERLY LEARNING AND SOCIAL EVENTS, AS WELL AS UNIQUE OPPORTUNITIES TO PARTICIPATE IN CAREER-FOCUSED EXPERIENCES.THE PROGRAM ALSO EMPHASIZES COMMUNITY ENGAGEMENT WITH LOCAL HIGH SCHOOL AND UNIVERSITY STUDENTS, HELPING FELLOWS BUILD MEANINGFUL CONNECTIONS AND GIVE BACK. THROUGH SKILL-BUILDING AND NETWORKING, OC FELLOWS STRENGTHENS TIES TO ORANGE COUNTY LEADERS, COMPANIES, AND CAREER OPPORTUNITIES EQUIPPING PARTICIPANTS TO THRIVE AS THE REGION'S NEXT GENERATION OF BUSINESS LEADERS.PROGRAM ACCOMPLISHMENTS - 90+% OF 160 CURRENT AND PAST OC FELLOWS ALUMNI ARE STILL EMPLOYED IN OC. 5TH COHORT OF OC FELLOWS LAUNCHED. 237252 6512 0 COLLEGE CAREER EXPERIENCES ARE DESIGNED TO EMPOWER COLLEGE STUDENTS TO LAUNCH SUCCESSFUL, FULFILLING CAREERS THROUGH HANDS-ON LEARNING AND INDUSTRY CONNECTIONS. IN COLLABORATION WITH LEADING MEMBER COMPANIES, WE PROVIDE EXCEPTIONAL CAREER DEVELOPMENT EXPERIENCES THAT ENHANCE STUDENTS' RESUMES AND OFFER MEANINGFUL EXPOSURE TO THE PROFESSIONAL WORLD.ADDITIONALLY, THE WORKPLACE MENTORING PROGRAM IS TAILORED FOR UNIVERSITY JUNIORS AND SENIORS. THE PROGRAM HELPS BUILD THE SKILLS AND CONFIDENCE TO LAND INTERNSHIPS AND FULL-TIME ROLES. STUDENTS WILL ALSO EXPLORE OPTIONS FOR GRADUATE SCHOOL AND DISCOVER HOW TO NAVIGATE THEIR CAREER PATH WITH PURPOSE. THIS ISN'T JUST ABOUT MENTORSHIP-IT'S ABOUT BUILDING CONNECTIONS THAT MATTER. PROGRAM TOTALS ARE INCLUDED IN THE CAREER EXPLORATION EXPERIENCE ACCOMPLISHMENTS. 666219 25982 0 2018830 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 19 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 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 985 CAPISTRANO AVE LAGUNA BEACH CA 92651 MARK PERCY CEO & PRESIDENT 40.00 X X 276188 0 35615 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 CO-FOUNDER 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 EMMANUEL ROMAN DIRECTOR 1.00 X 0 0 0 YASMIN PACHNANDA COO 40.00 X 249002 0 37805 KARLY SIMPSON CHIEF ADMINISTRATIVE OFFICER 40.00 X 105461 0 40738 FRANCISKA CASTILLO DIRECTOR, TALENT STRATEGIES & UNIVERSITY RELATIONS 29.00 X 120062 0 0 750713 0 114158 4 0 1 0 NEXT SOLUTIONS INC 356 PINECREST DRIVE LAGUNA BEACH CA 92561 ORG CONSULTANT 235000 EDUCATION WORKFORCE ALLIANCE LLC 40101 MONTEREY AVENUE SUITE B1-207 RANCHO MIRAGE CA 92270 PROGRAM ADVISOR 163369 QUICKSTEP COMMUNICATIONS LLC 2 WESTCOTT ROAD HARVARD MA 01451 MARKETING & COMMUNICATIONS 117057 3 505052 2246740 2751792 3321 3321 MISCELLANEOUS 900099 45119 45119 45119 2800232 45119 0 3321 X 56000 56000 311803 242861 39252 29690 888908 719286 98187 71435 46580 36347 6113 4120 118890 92759 15544 10587 77479 60434 10072 6973 26937 26937 31820 31820 642722 539722 22401 80599 173842 117597 7697 48548 8555 4787 3636 132 10519 5165 5354 30068 23987 3523 2558 27632 22075 4785 772 8582 8582 PROGRAM EVENTS 90798 87227 1603 1968 VEHICLE EXPENSES 5444 4343 638 463 MISCELLANEOUS EXPENSES 4751 2606 1276 869 MEMBERSHIPS AND SUBSCRI 4555 3634 534 387 2565885 2018830 287954 259101 322396 148597 252420 55566 118000 472704 692816 676867 100753 122153 359079 87383 459832 209536 X 35649 -203878 197335 671209 232984 467331 692816 676867 234347 0 X X 0 1 X 1 0 X 2535559 2796840 2751792 8084191 2535559 2796840 2751792 8084191 2538392 5545799 2426 3321 5747 45119 45119 8135057 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 REFUNDABLE ADVANCE 87383 87383 X 2800232 0 2800232 0 2800232 2565885 0 2565885 0 2565885 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. FASB 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, 2024, 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 103 56000 X X X X X 0 0 0 0 0 0 0 0 0 MARK PERCY CEO & PRESIDENT 276188 0 0 0 0 0 13809 0 21806 0 311803 0 0 0 YASMIN PACHNANDA COO 249002 0 0 0 0 0 12709 0 25096 0 286807 0 0 0 PART I, LINE 3 RESEARCH OF COMPARABLE SALARIES IS COMPLETED AS NEEDED 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. IN 2024, CLAOC TOOK PART IN A NATIONAL MIT SLOAN SCHOOL OF MANAGEMENT SURVEY OF SIMILAR CEO-LED ECONOMIC DEVELOPMENT ORGANIZATIONS ACROSS THE U.S. THE RESULTS WERE USED BY CLAOC TO VALIDATE THE CEO & PRESIDENT'S COMPENSATION PACKAGE. NEXT SOLUTIONS INC BOARD MEMBER IS OWNER 235000 PAYMENTS FOR ORGANIZATIONAL CONSULTING. 0 FORM 990, PART III, LINE 2 CLAOC HEALTH CARE COALITION IS ADDRESSING ORANGE COUNTY'S HEALTHCARE TALENT SHORTAGE BY INCREASING THE QUALIFIED TALENT POOL AND BUILDING A SUSTAINABLE, EVERGREEN TALENT PIPELINE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT, 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 A CONFLICT OF INTEREST POLICY EXISTS FOR DIRECTORS, ADMINISTRATORS, REPRESENTATIVES, AND EMPLOYEES OF CEO LEADERSHIP ALLIANCE ORANGE COUNTY. EACH PERSON MUST REPORT ANY CONFLICT OF INTEREST IN WHICH SUCH PERSON IS OR MAY BE INVOLVED TO THE CHAIRPERSON, IF A DIRECTOR, OR THE PRESIDENT, IN CASE OF EMPLOYEES, ADMINISTRATORS OR REPRESENTATIVES, WHO WILL DETERMINE HOW THE CONFLICT WILL BE RESOLVED. ANY INDIVIDUAL INVOLVED IN A CONFLICT IS NOT PERMITTED IN THE GOVERNING BODY'S DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15 CLAOC ENGAGED AN INDEPENDENT OUTSIDE NONPROFIT ORGANIZATION, ONEOC, 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 DELIBERATION AND DECISION PROCESS IS DOCUMENTED BY THE ORGANIZATION. IN 2024, CLAOC TOOK PART IN A NATIONAL MIT SLOAN SCHOOL OF MANAGEMENT SURVEY OF SIMILAR CEO-LED ECONOMIC DEVELOPMENT ORGANIZATIONS ACROSS THE U.S. THE RESULTS WERE USED BY CLAOC TO VALIDATE THE CEO & PRESIDENT'S COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE 990, 1023, AND AUDITED FINANCIAL STATEMENTS ARE PUBLISHED ON GUIDESTAR AND OC NON PROFIT CENTRAL. ADDITIONALLY, ALL DOCUMENTS ARE AVAILABLE UPON REQUEST WITH THE BOARD SECRETARY. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 539,722. MANAGEMENT AND GENERAL EXPENSES 22,401. FUNDRAISING EXPENSES 80,599. TOTAL EXPENSES 642,722. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.