ONEOC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ONEOC (EIN 95-2021700)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-03
- IRS object ID
- 201612169349301596
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-03T17:57:26-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330158349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINK MURREL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18831 BARDEEN AVENUE STE 200 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926121520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952021700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONEOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ONEO | BusinessNameControlTxt |
| Phone | 7149535757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E FOURTH STREET NO 100 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MCQUAID | PersonNm |
| Person Title | PRESIDENT&CEO | PersonTitleTxt |
| Phone | 7149535757 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG W MURREL | PreparerPersonNm |
| PTIN | P00969203 | PTIN |
| Phone | 9492611120 | PhoneNum |
| Preparation | 2016-08-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONEOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL MCQUAID | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E FOURTH STREET NO 100 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,984,136 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ONEOC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | FULL SERVICE, NONPROFIT RESOURCE CENTER WITH AN EXTENSIVE OFFERING OF INTEGRATED SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 185 | TotalEmployeeCnt |
| Total Volunteers | 43352 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,253,244 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,641,612 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,875,361 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,205,889 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,796 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,506 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,075 | PYOtherRevenueAmt |
| CY Other Revenue | $67,005 | CYOtherRevenueAmt |
| PY Total Revenue | $7,144,476 | PYTotalRevenueAmt |
| CY Total Revenue | $8,916,012 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,023,608 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,157,961 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,436,322 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,044,652 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $559,875 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,671,662 | PYOtherExpensesAmt |
| CY Other Expenses | $3,108,267 | CYOtherExpensesAmt |
| PY Total Expenses | $7,131,592 | PYTotalExpensesAmt |
| CY Total Expenses | $8,310,880 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,884 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $605,132 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,815,494 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,357,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $698,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,153,826 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,116,866 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,203,651 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ONEOC'S MISSION IS TO ACCELERATE NONPROFIT SUCCESS WITH FUNDING FROM PUBLIC AND PRIVATE SOURCES. ONEOC DELIVERS THE FOLLOWING FOUR SERVICES: VOLUNTEER SERVICES, TRAINING SERVICES, CONSULTING SERVICES AND BUSINESS SERVICES. WE HELP ORANGE COUNTY'S NONPROFITS BECOME AS EFFECTIVE AND EFFICIENT AS THEY ARE PASSIONATE ABOUT THEIR MISSIONS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,784,937 | ExpenseAmt |
| Revenue | $1,824,088 | RevenueAmt |
| Desc | VOLUNTEER SERVICES: CONNECTING NONPROFITS WITH VOLUNTEERS IS WHAT WE'VE DONE FOR 56 YEARS. IT'S WHAT WE DO, WHAT WE ARE, HOW WE LIVE. DURING 2014, ONEOC CONNECTED 31,683 INDIVIDUAL, FAMILY AND CORPORATE VOLUNTEERS IN SERVICE, DELIVERING 1,090,999 HOURS TO NONPROFITS VALUED AT $29.0 MILLION TO OUR COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $272,620 | ExpenseAmt |
| Revenue | $143,857 | RevenueAmt |
| Desc | TRAINING SERVICES: WE TRAIN HUNDREDS OF ORGANIZATIONS, THEIR STAFFS AND VOLUNTEERS IN OUR SEMINARS, WEBINARS AND TRAINING SESSIONS EVERY YEAR. WE IMPROVED THE SKILLS OF 2,687 NONPROFIT BOARDS, EXECUTIVES, STAFF AND VOLUNTEERS THROUGH 128 QUALITY, AFFORDABLE EDUCATIONAL EXPERIENCES IN BOARD EXCELLENCE, MARKETING, FUNDRAISING, VOLUNTEER MANAGEMENT, LEADERSHIP DEVELOPMENT AND NONPROFIT OPERATIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $153,154 | ExpenseAmt |
| Revenue | $121,555 | RevenueAmt |
| Desc | CONSULTING SERVICES: WE USED A COLLABORATIVE APPROACH TO HELP 40 NONPROFITS ACCELERATE THEIR SUCCESS THROUGH A POOL OF 11 AFFILIATED EXPERT CONSULTANTS WHO SPECIALIZE IN PLANNING AND EVALUATION, ORGANIZATIONAL DEVELOPMENT, BOARD EXCELLENCE, FINANCE AND HUMAN RESOURCES, LEADERSHIP ADVANCEMENT, AND FUNDRAISING AND MARKETING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,010,539 | ExpenseAmt |
| Grant | $1,157,961 | GrantAmt |
| Revenue | $116,389 | RevenueAmt |
| Desc | BUSINESS SERVICES: ONEOC OFFERS FISCAL SPONSORSHIP SERVICES FOR COMMUNITY INITIATIVE PROJECTS OF FOUNDATIONS, PHILANTHROPIC COLLABORATIONS, AND SOCIAL ENTREPRENEURS WHO WANT FISCAL SPONSORSHIP INCLUDING NONPROFIT INCUBATION. WE PROVIDE THE FINANCIAL, HUMAN RESOURCES AND OTHER CORE FUNCTIONS TO COMMUNITY INITIATIVES THAT DO NOT HAVE OR POSSIBLY WANT TO OBTAIN THEIR OWN APPROVED IRS NONPROFIT STATUS. ONEOC IS LEGALLY AND FINANCIALLY RESPONSIBLE FOR ALL FISCAL PROJECTS AND ACTIVITIES. AT THE END OF 2015, WE PROVIDED SERVICES TO 42 COMMUNITY INITIATIVES WHICH ALLOWED THEIR STAFF AND VOLUNTEERS TO MORE EFFECTIVELY AND EFFICIENTLY CARRY OUT THEIR MISSIONS. ONEOC ALSO BEGAN OFFERING GIVING SERVICES FOR COMPANIES THAT WANT EASY WAYS TO IMPROVE THEIR PHILANTHROPY IN THE COMMUNITY, EITHER BY ESTABLISHING A COMPANY FOUNDATION THROUGH A DONOR ADVISED FUND AT ONEOC OR EMPOWERING THEIR EMPLOYEES TO GIVE BY USING CHARITABLE GIVING CARDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,010,539 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,157,961 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $116,389 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,221,250 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 97 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 185 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERIE FRYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7149535757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 E FOURTH AVENUE STE 100 | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BIRD JEFFREY | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BLACK JEFF | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BULLARD MARNA | |||||||
| VICE CHAIR-EXTERNAL AFFAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARROLL MICHAEL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| COPLEY DAVID | |||||||
| VICE CHAIR-AUDIT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DIAZ REGINO | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ESBER SUZANNE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| FAWAZ BASSAM | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BANDA MELYSSA | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MCQUAID DANIEL J | |||||||
| PRESIDENT & CEO | 37.50 | Yes (X) | Yes (X) | $204,498 | $0 | $12,394 | |
| MEISTER GARY | |||||||
| VICE CHAIR-GOVERNANCE | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BENJAMINS SHERRY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIER JAVIER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PINKSTON ARNIE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| REDDEN MITCHELL | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| REINDL ROB | |||||||
| BOARD CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBIER JESSICA | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SOKOL JULIE | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TALBOT TODD | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TILLOTSON MARK | |||||||
| VICE CHAIR-BUS/FINANCE | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VOGEDING STEVEN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BURNHAM TOM | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HART TALLIA | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HERD HEATHER | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HOGAN JOHN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HURLEY BOB | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MISHRIKI JOSEPH | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIRMAN E RICHARD | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| QUINTANA KATHY | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| FRYER VALERIE | |||||||
| DIRECTOR OF FINANCE | 37.50 | Yes (X) | $108,928 | $0 | $3,065 | ||
| STRAUCH TIMOTHY | |||||||
| CHIEF OPERATING OFFICER | 37.50 | Yes (X) | $165,929 | $0 | $6,708 | ||
| NEUEN SUE | |||||||
| EXECUTIVE DIRECTOR-FISCAL | 37.50 | $111,425 | $0 | $484 | Yes (X) | ||
| POWERS BARBARA | |||||||
| CHIEF DEVELOPMENT OFFICER | 37.50 | $114,215 | $0 | $8,067 | Yes (X) | ||
| CHRISTOPHER LINDA | |||||||
| PROJECT DIRECTOR (OC STEM) | 37.50 | $104,858 | $0 | $132 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $809,853 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,850 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $401,525 | MembershipDuesAmt |
| Fundraising | $234,410 | FundraisingAmt |
| Government Grants | $2,058,366 | GovernmentGrantsAmt |
| All Other Contributions | $3,947,311 | AllOtherContributionsAmt |
| Total Contributions | $6,641,612 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,205,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,205,889 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,205,889 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,506 | TotalRevenueColumnAmt |
| Exclusion | $1,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $111,272 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $234,410 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $68,124 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,148 | TotalRevenueColumnAmt |
| Exclusion | $43,148 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $23,857 | TotalRevenueColumnAmt |
| Exclusion | $23,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,857 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,916,012 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,205,889 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,511 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,961 | TotalAmt |
| Program Services | $1,157,961 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,848 | TotalAmt |
| Program Services | $248,338 | ProgramServicesAmt |
| Management And General | $149,970 | ManagementAndGeneralAmt |
| Fundraising | $51,540 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,011,928 | TotalAmt |
| Program Services | $2,574,709 | ProgramServicesAmt |
| Management And General | $139,815 | ManagementAndGeneralAmt |
| Fundraising | $297,404 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,600 | TotalAmt |
| Program Services | $257,681 | ProgramServicesAmt |
| Management And General | $52,063 | ManagementAndGeneralAmt |
| Fundraising | $23,856 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,276 | TotalAmt |
| Program Services | $206,960 | ProgramServicesAmt |
| Management And General | $19,065 | ManagementAndGeneralAmt |
| Fundraising | $23,251 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,445 | TotalAmt |
| Program Services | $1,029,750 | ProgramServicesAmt |
| Management And General | $34,644 | ManagementAndGeneralAmt |
| Fundraising | $6,051 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,555 | TotalAmt |
| Program Services | $26,668 | ProgramServicesAmt |
| Management And General | $452 | ManagementAndGeneralAmt |
| Fundraising | $435 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,962 | TotalAmt |
| Program Services | $29,256 | ProgramServicesAmt |
| Management And General | $11,045 | ManagementAndGeneralAmt |
| Fundraising | $6,661 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,175 | TotalAmt |
| Program Services | $141,779 | ProgramServicesAmt |
| Management And General | $6,253 | ManagementAndGeneralAmt |
| Fundraising | $5,143 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,308 | TotalAmt |
| Program Services | $72,092 | ProgramServicesAmt |
| Management And General | $605 | ManagementAndGeneralAmt |
| Fundraising | $5,611 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,486 | TotalAmt |
| Program Services | $402,165 | ProgramServicesAmt |
| Management And General | $17,944 | ManagementAndGeneralAmt |
| Fundraising | $12,377 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,478 | TotalAmt |
| Program Services | $50,095 | ProgramServicesAmt |
| Management And General | $9,043 | ManagementAndGeneralAmt |
| Fundraising | $9,340 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,754 | TotalAmt |
| Program Services | $312,943 | ProgramServicesAmt |
| Management And General | $28,807 | ManagementAndGeneralAmt |
| Fundraising | $28,004 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,100 | TotalAmt |
| Program Services | $9,922 | ProgramServicesAmt |
| Fundraising | $2,178 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,118 | TotalAmt |
| Program Services | $106,807 | ProgramServicesAmt |
| Management And General | $7,190 | ManagementAndGeneralAmt |
| Fundraising | $6,121 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189 | TotalAmt |
| Program Services | $564 | ProgramServicesAmt |
| Management And General | $456 | ManagementAndGeneralAmt |
| Fundraising | $169 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,434 | TotalAmt |
| Program Services | $54,247 | ProgramServicesAmt |
| Management And General | $10,739 | ManagementAndGeneralAmt |
| Fundraising | $10,448 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,756 | TotalAmt |
| Program Services | $23,686 | ProgramServicesAmt |
| Management And General | $5,134 | ManagementAndGeneralAmt |
| Fundraising | $4,936 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| DIRECT CLIENT CARE | $111,968 | $111,968 | ||
| INKIND SUPPLIES EXPENSE | $107,938 | $103,874 | $4,064 | |
| POSTAGE AND PRINTING | $102,431 | $64,719 | $34,703 | $3,009 |
| TELEPHONE AND UTILITIES | $93,107 | $83,601 | $5,141 | $4,365 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,063 | TotalAmt |
| Program Services | $151,465 | ProgramServicesAmt |
| Management And General | $29,156 | ManagementAndGeneralAmt |
| Fundraising | $22,442 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,310,880 | TotalAmt |
| Program Services | $7,221,250 | ProgramServicesAmt |
| Management And General | $529,755 | ManagementAndGeneralAmt |
| Fundraising | $559,875 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,548 | BOYAmt |
| EOY | $2,707,003 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,244,342 | BOYAmt |
| EOY | $1,245,803 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,388 | BOYAmt |
| EOY | $523,736 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,061 | BOYAmt |
| EOY | $348,025 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,086 | BOYAmt |
| EOY | $2,062 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,047 | BOYAmt |
| EOY | $54,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $481,536 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $266,237 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,745 | BOYAmt |
| EOY | $215,299 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,273 | BOYAmt |
| EOY | $252,873 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,004 | BOYAmt |
| EOY | $8,566 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,815,494 | BOYAmt |
| EOY | $5,357,477 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $478,545 | BOYAmt |
| EOY | $526,740 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,330 | BOYAmt |
| EOY | $563,200 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,358 | BOYAmt |
| EOY | $53,522 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,395 | BOYAmt |
| EOY | $10,364 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,628 | BOYAmt |
| EOY | $1,153,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,924 | BOYAmt |
| EOY | $1,219,476 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,171,942 | BOYAmt |
| EOY | $2,984,175 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,116,866 | BOYAmt |
| EOY | $4,203,651 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,815,494 | BOYAmt |
| EOY | $5,357,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $605,132 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$518,347 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,936,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,935,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,491,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,253,244 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,684,760 | CurrentTaxYearAmt |
| Total | $30,301,251 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,978,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,023,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,217,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,875,361 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,205,889 | CurrentTaxYearAmt |
| Total | $10,300,549 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,915,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,958,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,708,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,128,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,890,649 | CurrentTaxYearAmt |
| Total | $40,601,800 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,325,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,157,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,646,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,713,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,096,637 | CurrentTaxYearAmt |
| Total | $11,940,492 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,325,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,157,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,646,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,713,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,096,637 | CurrentTaxYearAmt |
| Total | $11,940,492 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $28,661,308 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,506 | CurrentTaxYearAmt |
| Total | $15,269 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,061 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,506 | CurrentTaxYearAmt |
| Total | $15,269 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,857 | CurrentTaxYearAmt |
| Total | $73,273 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,929,659 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,970,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,739,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,134,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,916,012 | CurrentTaxYearAmt |
| Total | $40,690,342 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70440 | PublicSupportCY509Pct |
| Public Support PY509 | 0.72130 | PublicSupportPY509Pct |
| Investment Income CY | 0.00040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00040 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $324,139 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $178,874 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $124,217 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,768 | DepreciationAmt |
| Book Value | $3,584 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $470,184 | OtherCostOrOtherBasisAmt |
| Depreciation | $258,469 | DepreciationAmt |
| Book Value | $211,715 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $215,299 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE | Desc |
| Amt | $10,364 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,364 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,308,340 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $392,328 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $392,328 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,916,012 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,916,012 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,703,208 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $392,328 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $392,328 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,310,880 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,310,880 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ONEOC FOLLOWS THE PROVISIONS OF FASB ASC 740 WHICH CLARIFIES 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 ONEOC'S FINANCIAL STATEMENTS AS A RESULT OF FASB ASC 740. ONEOC'S FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDED DECEMBER 31, 2012 THROUGH 2015 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. ONEOC'S CALIFORNIA FORM 199, CALIFORNIA EXEMPT ORGANIZATION ANNUAL INFORMATION RETURN, FOR THE YEARS ENDED DECEMBER 31, 2011 THROUGH 2015 ARE SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD, GENERALLY FOUR YEARS AFTER THEY ARE FILED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SPIRIT OF VOLUNTEERISM | Event1Nm |
| Gross Receipts Event1 | $345,682 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $234,410 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $111,272 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $34,254 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $33,870 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $345,682 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $234,410 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $111,272 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $34,254 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $33,870 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $68,124 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $43,148 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| DR RIBA'S HEALTH CLUB INC | |||||||
| 2100 W ALTON AVE STE 2 | SANTA ANA | CA | 92704 | 272916664 | 501(C)(3) | $175,000 | HEALTH AND EDUCATION SERVICES |
| FRIENDS OF FAMILY HEALTH CENTER | |||||||
| 501 S IDAHO ST | LA HABRA | CA | 90631 | 271316512 | 501(C)(3) | $5,336 | HEALTH & EDUCATION SERVICES |
| LUCILLE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVE STE 240 | PALO ALTO | CA | 94301 | 770440090 | 501(C)(3) | $215,000 | CANCER RESEARCH |
| OC COMMUNITY FOUNDATION | |||||||
| 4041 MACARTHUR BLVD STE 510 | NEWPORT BEACH | CA | 92660 | 330378778 | 501(C)(3) | $96,144 | HEALTH & EDUCATION SERVICES |
| ACCESS CALIFORNIA SERVICES | |||||||
| 631 BROOKHURST ST STE 107 | ANAHEIM | CA | 92804 | 330826205 | 501(C)(3) | $9,396 | HEALTH & EDUCATION SERVICES |
| LATINO HEALTH ACCESS | |||||||
| 450 W 4TH ST 130 | SANTA ANA | CA | 92701 | 330562943 | 501(C)(3) | $5,500 | HEALTH & EDUCATION SERVICES |
| ALTAMED | |||||||
| 2040 CAMFIELD AVE | LOS ANGELES | CA | 90040 | 952810095 | 501(C)(3) | $40,948 | HEALTH & EDUCATION SERVICES |
| ST BALDRICK'S FOUNDATION | |||||||
| 3720 STEPHAN M WHITE DR | SAN PEDRO | CA | 90731 | 330585381 | 501(C)(3) | $10,000 | CANCER RESEARCH |
| PARENTS ADVOCATE LEAGUE | |||||||
| 230502 ALICIA PKWY SUITE 277 | MISSION VIEJO | CA | 92692 | 455514089 | 501(C)(3) | $8,000 | PROGRAM FUNDS/ EMANCIPATION |
| YMCA OF ORANGE COUNTY | |||||||
| 13821 NEWPORT AVE SUITE 200 | TUSTIN | CA | 92780 | 951644055 | 501(C)(3) | $75,000 | HEALTH & EDUCATION SERVICES |
| CHILDREN AND FAMILIES COMMISSION OF ORANGE COUNTY | |||||||
| 1505 E 17TH ST STE 230 | SANTA ANA | CA | 92705 | 475394284 | 501(C)(3) | $5,000 | HEALTH & EDUCATION SERVICES |
| WEILL CORNELL BRAIN & SPINE | |||||||
| 525 E 68TH ST BOX 99 | NEW YORK | NY | 10065 | 136094042 | 501(C)(3) | $75,000 | CANCER RESEARCH |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 N ALAMEDA ST STE 230 | LOS ANGELES | CA | 90012 | 952831058 | 501(C)(3) | $5,100 | PHILANTHROPY, VOLUNTARISM & GRANTMAKING |
| ENTRUSTED LEGACY | |||||||
| 7850 WHITE LANE STE E-150 | BAKERSFIELD | CA | 93309 | 272049633 | 501(C)(3) | $21,500 | EDUCATION |
| WESTED | |||||||
| 730 HARRISON ST | SAN FRANCISCO | CA | 94107 | 950511590 | 501(C)(3) | $69,365 | EDUCATION |
| CIBAC'S FOUNDATION | |||||||
| 21400 MAGNOLIA ST | HUNTINGTON BEACH | CA | 92646 | 330723897 | 501(C)(3) | $7,456 | EDUATION |
| 2-1-1 ORANGE COUNTY | |||||||
| P O BOX 10473 | SANTA ANA | CA | 92711 | 330063532 | 501(C)(3) | $46,068 | HUMAN SERVICES |
| CHARITABLE VENTURES OF ORANGE COUNTY | |||||||
| 1505 E 17TH ST STE 101 | SANTA ANA | CA | 92705 | 208756660 | 501(C)(3) | $64,638 | CAPACITY BUILDING |
| GIVE FOR A SMILE | |||||||
| P O BOX 600 | STANTON | CA | 90680 | 452454983 | 501(C)(3) | $5,046 | HEALTH & EDUCATION SERVICES |
| THE JOYFUL CHILD | |||||||
| P O BOX 12680 | WESTMINSTER | CA | 92685 | 550794474 | 501(C)(3) | $5,000 | EDUCATION |
| TACKETT SERVICE DOGS | |||||||
| P O BOX 2461 | ORANGE | CA | 92859 | 462275762 | 501(C)(3) | $12,445 | TRAINING |
| DOWNTOWN INC | |||||||
| 305 E4TH ST | SANTA ANA | CA | 92701 | 264051161 | CORPORATION | $7,500 | CAPACITY BUILDING |
| CHILDREN'S HOSPITAL OF ORANGE COUNTY FOUNDATION | |||||||
| 1201 W LA VETA AVENUE | ORANGE | CA | 92868 | 952321786 | 501(C)(3) | $5,460 | HEALTH & EDUCATION SERVICES |
| HELPING HANDS MINISTRIES INC | |||||||
| 101 MAIN STREET SUITE 1 | TALLULAH FALLS | GA | 30573 | 582266139 | 501(C)(3) | $45,210 | HUMAN SERVICES |
| JESSIE REES FOUNDATION | |||||||
| P O BOX 80667 | IRVINE | CA | 92688 | 451836440 | 501(C)(3) | $10,400 | CANCER RESEARCH |
| MAKE-A-WISH ORANGE COUNTY AND THE INLAND EMPIRE | |||||||
| 3230 EL CAMINO REAL SUITE 100 | IRVINE | CA | 92602 | 330036556 | 501(C)(3) | $11,075 | HUMAN SERVICES |
| ORANGE COUNTY RESCUE MISSION | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | 952479552 | 501(C)(3) | $5,442 | HUMAN SERVICES |
| THE SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR SUITE 200 | SAN DIEGO | CA | 92106 | 952942582 | 501(C)(3) | $30,000 | PHILANTHROPY, VOLUNTARISM & GRANTMANKING |
| WILLOW INTERNATIONAL | |||||||
| 2335 EAST VISTA ROYALE DRIVE | YORBA LINDA | CA | 92886 | 352534806 | 501(C)(3) | $9,000 | HUMAN SERVICES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 OR THEIR ACTIVITIES AS WELL AS RECORDING RELATED INCOME AND EXPENSES, 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MCQUAID DANIEL J | ||||||||||||||
| PRESIDENT & CEO | $185,218 | $0 | $16,700 | $0 | $2,580 | $0 | $0 | $0 | $12,394 | $0 | $216,892 | $0 | $0 | $0 |
| STRAUCH TIMOTHY | ||||||||||||||
| CHIEF OPERATING OFFICER | $150,131 | $0 | $13,500 | $0 | $2,298 | $0 | $0 | $0 | $6,708 | $0 | $172,637 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | IN ADDITION TO THE BOXES CHECKED, SEE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 (SCHEDULE O) FOR FURTHER EXPLANATION REGARDING THE ESTABLISHMENT OF THE CEO'S COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CERTIFICATES-TICKETS ASSOCIATED WITH FISCAL EVENTS | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $107,938 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | ONEOC'S CENTER FOR BUSINESS & COMMUNITY PARTNERSHIPS STARTED IN 2015. IT IS A ONE-STOP SHOP THAT HELPS YOUR BUSINESS LEVERAGE GIVING AND VOLUNTEERING INTO A STRONGER BRAND IMAGE WITH MEASURABLE BOTTOM-LINE RESULTS. ONEOC'S CENTER HELPS CORPORATIONS SET UP CHARITABLE GIVING PROGRAM TO GIVE TO NONPROFITS THRU DONOR ADVISED FUNDS, CHARITABLE GIVING CARDS AND HELPS CORPORATIONS SET UP CHARITABLE VOLUNTEER PROGRAMS TO DO MORE WITH NONPROFITS. |
| FORM 990, PART III, LINE 3 | ONEOC DID NOT CEASE ANY SERVICES. ONEOC IS EXPANDING THE AMERICORPS SERVICES AS OF THE END OF DECEMBER 2015 FOR AMERICORPS DISASTER PROGRAM. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S 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 & COO 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, SECTION B, LINE 12C | ONEOC DOES HAVE A WRITTEN CONFLICT OF INTEREST POLICY ON FILE. THE BUSINESS & FINANCE COMMITTEE OF THE BOARD IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING 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 & 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, SECTION B, LINE 15 | 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 ORGANIZATION'S 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 ORGANIZATIONS FOR 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, 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 XI, LINE 9: | EMANCIPATION TRANSFER OF ASSETS OF INTO OWN 501(C) EXEMPTION ORGANIZATIONS AGELESS ALLIANCE -22,321. FRIENDS OF RETINA INDIA -9,427. CHIOC -486,599. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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