2020-11-09T11:25:10-08:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE STE 300 IRVINE CA 926061020 990 2019-01-01 952021700 ONEOC ONEO 7149535757 1901 E Fourth Street Santa Ana CA 92705 TIMOTHY STRAUCH President & CEO 2020-11-09 true Christina M Wenk CPA P01255081 7149781300 2019 2021-01-29 14:40:06Z TIMOTHY STRAUCH 1901 E Fourth Street 100 Santa Ana CA 92705 18699911 false X WWW.ONEOC.ORG X 1958 CA FULL SERVICE, NONPROFIT RESOURCE CENTER WITH AN EXTENSIVE OFFERING OF INTEGRATED SERVICES. 26 25 143 23812 0 9657962 16050731 2659527 2516994 6285 33082 -55723 8911 12268051 18609718 5058171 10353518 0 4165626 4438951 0 284711 3319577 4025028 12543374 18817497 -275323 -207779 6391195 8210848 1108437 3058003 5282758 5152845 Oneoc's mission is to accelerate nonprofit success with funding from public and private sources. OneOC delivers the following three services: volunteer Services, Organization Development Services, and Back Office Business Services. We help orange county's nonprofits become as EFFECTIVE AND EFFICIENT AS THEY ARE PASSIONATE ABOUT THEIR MISSIONS. false false 15184091 10352022 90464 Back Office Business Services: For social entrepreneurs, foundations, and collaborations who want to operate more effectively and efficiently using OneOC's fiscal sponsorship for their nonprofit infrastructure and/or back office services. Organizations can focus on what they do best and fulfill their mission by using OneOC's non-profit accounting services. Company Charitable Funds: Companies are able to establish their own charitable giving programs, without forming a private foundation, using OneOCs Company Foundation Program by establishing your own Donor Advised Funds and / or utilizing Charitable Giving Cards. 2433186 1759878 Volunteer Services: For individuals, companies, self-directed teams, and nonprofit organizations who want meaningful volunteer experiences that result in increased civic engagement. 477977 666652 Organization Developmental Services: Delivers training, membership and consulting services for nonprofit and company leaders, professionals, and volunteers who want to develop their knowledge and skills for greater personal and organizational mission impact and business success. 18095254 true true false false false true false false false false true false true false false true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 89 0 true 143 true false false false false false true true false 0 false false false false false false false X 26 25 false false false false false false false true true false false true true true true true true true true false CA X Randa Wren 7149535757 1901 E Fourth Street Ste 100 Santa Ana CA 92705 TIMOTHY STRAUCH President & CEO 37.50 0.00 X X 177355 0 6705 VALERIE FRYER DIRECTOR OF FIN 37.50 0.00 X 138378 0 2746 LAVAL BREWER DIRECTOR OF CEP 37.50 0.00 X 129631 0 1420 URSULA WALSH DIRECTOR OF VOL 37.50 0.00 122157 0 0 PETER DUNCAN BOARD CHAIR 1.00 0.00 X X 0 0 0 ANDY EUSER VICE CHAIR-GOV 1.00 0.00 X X 0 0 0 DAVE COPLEY VICE CHAIR-AUD 1.00 0.00 X X 0 0 0 JOHN HOGAN VICE CHAIR-BUS 1.00 0.00 X X 0 0 0 AMY SFREDDO VICE CHAIR-EXT 1.00 0.00 X X 0 0 0 BASSAM FAWAZ VICE CHAIR-STRA 1.00 0.00 X X 0 0 0 JENNIFER LEUER Secretary 1.00 0.00 X X 0 0 0 STEVE VOGEDING Treasurer 1.00 0.00 X X 0 0 0 MICHAEL BENNET Director 1.00 0.00 X 0 0 0 JEFF BLACK Director 1.00 0.00 X 0 0 0 ANNIE BONETA Director 1.00 0.00 X 0 0 0 CHARLES CHUNG Director 1.00 0.00 X 0 0 0 CARO D'ANTUONO Director 1.00 0.00 X 0 0 0 PAUL FEURBORN Director 1.00 0.00 X 0 0 0 SHELLIE FREY Director 1.00 0.00 X 0 0 0 PAM HEDGES Director 1.00 0.00 X 0 0 0 MICAH JINDAL Director 1.00 0.00 X 0 0 0 AZIZ MOTTIWALA Director 1.00 0.00 X 0 0 0 TENNYSON OYLER Director 1.00 0.00 X 0 0 0 MICHAEL PAGE Director 1.00 0.00 X 0 0 0 DAWN REESE Director 1.00 0.00 X 0 0 0 ROB REINDL Director 1.00 0.00 X 0 0 0 NATALIE RUBALCABA Director 1.00 0.00 X 0 0 0 KIM SHERMAN Director 1.00 0.00 X 0 0 0 JAIME WHEELER Director 1.00 0.00 X 0 0 0 567521 10871 4 false true false 0 242570 292244 1330208 14185709 422163 16050731 Service Fees 900099 2516994 2516994 2516994 33082 33082 0 0 0 0 74278 292244 90193 -15915 -15915 0 0 Miscellaneous 900099 24826 24826 24826 18609718 2516994 41993 10353518 10353518 0 0 0 456235 215628 147472 93135 0 3334115 3043928 180338 109849 0 367603 327203 24366 16034 280998 242842 22997 15159 522643 505019 9281 8343 19313 19313 60138 60138 0 0 0 131547 131547 96945 90122 6823 1145996 1131417 3385 11194 0 0 366550 366550 322332 303623 8739 9970 0 0 0 0 46704 46704 25478 23657 1821 In-Kind Expenses 408161 408161 Repairs and Maintenance 151816 151816 License, Permits, and Fees 122536 118390 652 3494 Telephone and Utilities 122006 117353 3388 1265 482863 438325 35093 9445 18817497 18095254 437532 284711 2472478 3403884 1256422 237475 674103 446970 572933 2538486 0 0 0 1646 275 59437 101544 403218 346088 57482 57130 0 0 1295531 1424635 0 1163 449 6391195 8210848 528567 397027 465032 2083376 114838 577600 1108437 3058003 X 1929847 1902303 3352911 3250542 5282758 5152845 6391195 8210848 -207779 77866 X false true X true false X 6684760 10626726 9769426 9657962 16050731 52789605 2205889 2313294 1679153 2659527 2516994 11374857 0 0 0 8890649 12940020 11448579 12317489 18567725 64164462 0 2096637 4280967 4677282 2751495 8364725 22171106 2096637 4280967 4677282 2751495 8364725 22171106 41993356 1506 1175 3197 6285 33082 45245 0 1506 1175 3197 6285 33082 45245 99424 99424 23857 15928 901 7693 24826 73205 8916012 12957123 11552101 12331467 18625633 64382336 0.65220 0.70340 0.00070 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24 4386616 4386616 true true 403218 346088 57130 57130 1424635 X 19040074 77866 338488 14002 430356 18609718 18609718 19169987 338488 14002 352490 18817497 18817497 Part X : FIN48 Footnote OneOC 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, OneOC 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. OneOCs tax years from 2016 to 2019 are open to review for federal tax purposes, and tax years from 2015 to 2019 are open to review for state tax purposes. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Special Event In-Kind Expense $14002 Part XII, Line 2d: Other expenses and losses per audited F/S Special Event In-Kind Expense $14002 false Spirit of Volunteerism 366522 292244 74278 14002 19527 56664 366522 292244 74278 14002 19527 56664 90193 -15915 true Alexs Lemonande Stand 111 Presidential Blvd 203 Bala Cynwyd PA 19004 562496146 25025 0 Health Alzheimers Orange County 2515 McCabe Way Suite 200 Irvine CA 92614 953702013 11265 0 Health American Red Cross of Orange 600 Parkcenter Drive Santa Ana CA 92705 530196605 46225 0 Disaster Preparednes and relief Anaheim Ducks Foundation 2101 E COAST HWY FL 3RD CORONA DL MAR CA 92625 113839845 150000 0 Youth Development Antis Roofing & Waterproofing 2649 Campus Drive Irvine CA 92612 952021700 22050 0 Safety Big Brothers Big Sisters OC 1801 E Edinger Avenue Suite Santa Ana CA 92705 951992702 25187 0 Youth services Boys and Girls Club of Centra 17701 Cowan 110 Irvine CA 92614 951893417 50010 0 Youth Services Brackens Kitchen 13941 Nautilus D Garden Grove CA 92843 462633171 5335 0 Food Pantry Butte County Schools Fire Rel 5619 Black Olive Dr Paradise CA 95969 100004010 25000 0 Safety Education CHARITABLE VENTURES OF ORANGE 1505 E 17th St 101 Santa Ana CA 92705 208756660 56758 0 Capacity Building Child Creative Lab 1815 E Wilshire Ave Santa Ana CA 92705 364746228 8225 0 Education CHOCs Foundation 1201 W La Veta Ave Orange CA 92868 956097416 7460 0 Medical CIBACS Foundation 21400 Magnolia St Huntington Beac CA 92646 12065 0 Education COALITION OF ORANGE COUNTY 515 N Cabrillo Dr Suite 22 Santa Ana CA 92701 952900725 150000 0 Health Dana Farber Cancer Institute 450 Brookline Ave Boston MA 02115 042263040 100190 0 health Downtown Streets Team 1671 The Alameda 306 San Jose CA 95126 205242330 13000 0 Human Services Eco-Alianza De Loreto 3419 via Lido 402 Newport Beach CA 92663 208433459 10000 0 Ocean ENVISION EXCELLENCE IN STEM 2108 LAMBERTON ROAD CLEVELAND HEIGH CA 44118 208622102 135000 0 EDUCATION Festival of Children 3315 Fairview Rd Costa Mesa CA 92626 10000 0 Philanthropy Florida Scholastic 920 NE 119th St Miami FL 33161 843017392 144000 0 Educational Services Games for Change 205 E 42nd St 20th Floor New York NY 10017 262623362 10000 0 Arts, culture Girls Inc 1815 Anaheim Ave Costa Mesa CA 92627 951810150 16470 0 Youth Services Habitat for Humanity of OC 2200 S Ritchey Street Santa Ana CA 92705 330311059 15295 0 Housing & Shelter Helping Hands Ministries Inc 101 Main Street Suite 1 Tallulah Falls GA 30573 582266139 39649 0 Human Services JF Shea Therapeautic Riding 26284 Oso Rd San Juan Capist CA 92675 953351363 5120 0 Human Services Lauras House 999 Corporate Dr 225 Ladera Ranch CA 92694 330621826 5120 0 Shelter LAUREL HOUSE ONE HOPE DRIVE TUSTIN CA 92782 330098433 5035 0 HOUSING Lucille packard foundation fo 400 hamilton ave ste 240 palo alto CA 94301 770440090 225000 0 cancer research Make A Wish OC & Inland Empir 3230 El Camino Real Suite 100 Irvine CA 92602 330036556 7755 0 Youth services Mayo Clinic 200 First St SW Rochester MN 55902 416011702 10000 0 Health MindOC 18650 MacArthur Blvd 220 Irvine CA 92612 823901590 4000000 0 Human services organizations Moffet Elementary School 8800 Burlcrest Dr Huntington Beac CA 92646 6242 0 Education Moms OC 1128 W Santa Ana Blvd Santa Ana CA 92703 330518078 15000 0 Healt Mountain & Sea Educational Ad 820 S Seaside Ave San Pedro CA 90731 330943043 8000 0 Youth programs National Christian Foundation 19742 MacArthur Blvd Suite 2 Irvine CA 92612 204496482 40000 0 Philanthropy OneOC 1901 E Fourth St Suite 100 Santa Ana CA 92705 952021700 120901 0 PHILANTROPHY, VOLUNTARISM & GRANTMA Orange County Rescue Mission One Hope Drive Tustin CA 92782 952479552 21270 0 Homeless services Orange County United Way 18012 Mitchell South Irvine CA 92614 330047994 22245 0 Education,financial stability Patient Safety Movement 15642 Sand Canyon Ave Irvine CA 92619 462730379 3000000 0 Education Pedriatic Brain Tumor 17932 Sky Park Circle E Irvine CA 92614 953772528 125000 0 Pedriatics research Peoples Homeless Task force 327 N Milan Ave Anaheim CA 92801 843499159 14099 0 Human Services Project Access 2100 W Orangewood ave 230 Orange CA 92868 330834635 17100 0 Human Services Provision Bridge Total PO Box 337 Tallulah Falls GA 30573 40000 0 Education Ronald McDonald House One Kroc Drive Oak Brook IL 60523 362934689 58395 0 Health Care Saddleback College Community 28000 Marguerite Parkway Mission Viejo CA 92692 330390547 5940 0 Education Serving Kids Hope 2100 W Alton Ave Santa Ana CA 92704 471518476 175000 0 Human Services Serving People in need 151 Kalmus Dr Costa Mesa CA 92626 330329687 5510 0 Homeless services st baldricks foundation 3720 stephan m white dr san pedro CA 90731 330585381 25000 0 cancer research STEM Nola 4910 Drexel Dr New Orleans LA 70125 30000 0 Education TACKETT SERVICE DOGS 41610 Oak Trail Court Murrieta CA 92562 462275762 83936 0 TRAINING Tails that teach 1901 E 4th St 100 Santa Ana CA 92705 952021700 29636 0 Education TGR Foundation One Tiger Woods Way Anaheim CA 92801 200677815 21400 0 Education The Healing Well 1000 Broadway 480 Oakland CA 94607 943255070 13000 0 Human Services The Leukemia and Lymphoma Soc 3 International Dr 200 Rye Brook NY 10573 135644916 7400 0 Medical THE SAN DIEGO FOUNDATION 25058 HISTORIC DECATUR SUITE SAN DIEGO CA 92106 952942582 40000 0 PHILANTHROPY, VOLUNTARISM & GRANTMA Thomas House Temporary Shelte PO Box 2737 Garden Grove CA 92842 330204757 26010 0 Housing & Shelter UCI Foundation 100 Theory Suite 250 Irvine CA 92617 952540117 80000 0 Higher Education UNION RESCUE MISSION 545 S SAN PEDRO ST LOS ANGELES CA 90013 951709293 80553 0 TEMPORARY SHELTER FOR THE HOMELESS United Way of Buffalo and Eri 742 Delaware Ave Buffalo NY 14209 160743969 20000 0 Education,financial stability WEILL CORNELL BRAIN & SPINE 525 E 68TH ST BOX 99 NEW YORK NY 10065 136094042 25000 0 CANCER RESEARCH WILLOW INTERNATIONAL 337 N CLARK ST ORANGE CA 92868 352534806 8000 0 Human Services Wiseplace 1411 N Broadway Santa Ana CA 92706 951684796 5585 0 Homeless services YMCA of Orange County 13821 Newport Avenue Suite 2 Tustin CA 92780 951644055 50300 0 Human Services 74 0 Additional Supplemental Information ONEOC ESTABLISHED A DIRECT SPONSORSHIP MODEL WHEREBY ONEOC IS SOLELY RESPONSIBLE FOR EACH PROJECT ("GRANTEE" ORGANIZATION). THE PROJECT'S ASSETS ARE THE PROPERTY OF ONEOC AND THE LIABILITIES ARE THE OBLIGATIONS OF ONEOC. ONEOC IS THE EMPLOYER OF RECORD FOR ANY EMPLOYEES ASSIGNED TO THE PROJECTS AND ACTS AS THE PRINCIPAL FOR SUBSTANTIALLY ALL OF THE TRANSACTIONS INCLUDING RECEIPT OF CASH FOR THE FISCAL SPONSORED PROJECTS OF THEIR ACTIVITIES AS WELL AS RECORDING RELATED INCOME AND EXPENSE, ALL OF WHICH ARE INCLUDED IN THE CENTER'S FINANCIAL STATEMENTS AND TAX RETURNS. EACH OF THE FISCALLY SPONSORED PROJECTS HAVE AN ADVISORY BODY THAT DECIDES WHICH CHARITIES SHALL RECEIVE THE NET PROCEEDS FROM THE EVENT. THE ADVISORY BODY THEN REQUESTS TO RELEASE THE FUNDS AS DIRECTED BY THE MISSION OF THE PROJECT. X X X X false false false false false false false false false TIMOTHY STRAUCH President & CEO 168099 9256 6705 184060 Gift baskets 422163 FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATIONS FINANCE DIRECTOR WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO REVIEW THE RETURN; AND THE FINAL DRAFT OF FORM 990 IS ALSO REVIEWED BY THE CEO PRIOR TO PROVIDING THE DRAFT TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE ALSO MET WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTS BACK TO THE BOARD REGARDING ITS OVERSIGHT OF THE FORM 990 AND THE FINAL DRAFT IS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN IS FILED. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts ONEOC DOES HAVE A WRITTEN CONFLICT OF INTEREST POLICY ON FILE. THE BUSINESSAND FINANCE COMMITTEE OF THE BOARD IS CHARGED WITH MONITORING PROPOSED ORONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIALOR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, ANANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILYAND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAYPOSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E.,BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVEREDPERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIMEWHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON ANDANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENTAFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BUSINESS AND FINANCE COMMITTEE AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) ANY CONFLICTING ISSUES DURING THE COURSE OF A BOARD MEETING WHICH CANNOT BE RESOLVED IS REFERRED BACK TO THE BUSINESS AND FINANCE COMMITTEE; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE BOARD ASSIGNS A STANDING GOVERNANCE COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE CEO. THE COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATIONS PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THE CEO. THE COMMITTEE USES BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF THE CEO, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONSFOR SIMILAR JOB RESPONSIBILITIES AND THE ANNUAL COMPENSATION & BENEFIT GUIDE BY THE CENTER FOR NONPROFIT MANAGEMENT. THE COMMITTEE PRESENTS ITS REPORT TO THE BOARD OF DIRECTORS FOR A DISCUSSION WHICH IS DOCUMENTED IN THE BOARD MINUTES. A SIMILAR PROCESS TAKES PLACE BY THE CEO FOR EACH OF THE KEY OFFICERS AND HIGHLY COMPENSATED EMPLOYEES. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES IT FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.