2012-04-03T13:33:47-07:00 2011-06-30 John Gregory Valenzuela CPA 237 E Bagnall Ave Placentia CA 92870 990 2010-07-01 952036972 Orange County Association for Mental Health ORAN 7145477559 822 Town and Country Road Orange CA 92868 Jeff Thrash 7145477559 2012-04-03 1 John Valenzuela 7145288958 2012-04-03 X 2010 2016-02-24 21:20:13Z Jeff Thrash 822 Town and Country Road Orange CA 92868 7824990 0 X www.mhaoc.org X 1955 CA The Orange County Association for Mental Health is dedicated to improving the quality of life of Orange County residents impacted by mental illness through direct services, advocacy, education and information dissemination. Programs follow the psychosocial rehabilitation, wellness and recovery model, which builds upon client strengths and encourages client choices. 13 12 174 673 0 0 7107641 7569331 201455 205657 1577 732 44665 36706 7355338 7812426 721855 728116 0 0 4459329 4736651 0 0 85397 2153219 2386886 7334403 7851653 20935 -39227 1041417 1504492 475043 977345 566374 527147 The Orange County Association for Mental Health is dedicated to improving the quality of life of Orange County residents impacted by mental illness through direct services, advocacy, education and information dissemination. Programs follow the psychosocial rehabilitation, wellness and recovery model, which builds upon client strengths and encourages client choices. 0 0 1216466 0 1248962 Homeless Services Program. The program provides a Multi-Service Center offering services to the homeless mentally ill, including hot meals, showers, access to mental health/medical services, a variety of support program, educational groups and rehabilitation opportunities. The center is open 365 days per year. The program also provides an Outreach program, Back-To-Work program, Housing program and an Intensive Case Management Program. The program served 11,717 individuals during the year. 2284050 0 2361126 Outpatient Services Program. the program provides primary mental health treatment, medication management, and support to individuals and consumer run/member driven Clubhouse Programs. The Clubhouse Programs offer self-help, support and education. The program offers clinics and clubhouses in Costa Mesa, Garden Grove, and lake Forest. The program served 908 individuals during the year. 3009561 0 3071394 Community Full Service Partnership Program. The program serves clients at risk of homelessness as referred by the Superior Court. The program offers full service treatment for chronic and persistent mental illness including medication and case management, housing, job training, and other services. The program served 290 clients during the year. 876432 0 862267 Other Programs. Other programs offered by the Orange County Association for Mental Health include an SSI Outreach/Benefits Program, Representative Payee Program, Mentor Program, and Community Education Program. 3,182 individuals were served by these other programs. 876432 0 862267 7386509 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 15 0 1 174 1 0 0 0 0 0 1 1 0 0 0 1 1 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Jeff Thrash 7145477559 822 Town and Country Road Orange CA 92868 X Dolli Albert 2 X X 0 0 0 Jeannine Loucks 2 X X 0 0 0 Wade Slome 2 X X 0 0 0 Howard Mirowitz 2 X X 0 0 0 Margret Riley 2 X X 0 0 0 Randy Beckx 1 X 0 0 0 Rimal Bera 1 X 0 0 0 Dan Cahill 1 X 0 0 0 Michelle Carlson 1 X 0 0 0 Gina Edler 1 X 0 0 0 Eric Nussbaum 1 X 0 0 0 Sherri Nussbaum 1 X 0 0 0 Kelle Simonian 1 X 0 0 0 Jeff Thrash 40 X 128945 0 11666 John Valenzuela 20 X X 94800 0 0 Trisha McDaniel 40 X 0 0 0 223745 0 11666 1 1 0 0 0 0 0 0 0 7319939 249392 7569331 Fees for Service 624100 60465 60465 0 0 Cafe - Job Training 722210 79930 79930 0 0 Mental Health Training - Meeting of the Minds 611710 65262 65262 0 0 0 0 0 0 205657 732 0 0 732 0 0 0 0 0 0 0 0 0 0 0 0 11095 0 12564 -1469 0 -1469 37924 0 37924 37924 0 0 Other Revenue 624190 251 0 0 251 0 0 0 0 251 7812426 243581 0 -486 0 0 728116 728116 0 0 0 0 140611 0 140611 0 0 0 0 0 3805868 3754583 11937 39348 37034 32639 3317 1078 438639 390127 44717 3795 314499 305064 6290 3145 0 0 0 0 0 0 0 0 111300 0 111300 0 0 0 0 0 0 0 0 0 0 0 620929 591058 26210 3661 0 0 0 0 447196 411323 11363 24510 0 0 0 0 0 0 0 0 968516 953989 5995 8532 109549 107359 1095 1095 0 0 0 0 2750 2474 248 28 1092 0 1092 0 0 0 0 0 11223 11223 0 0 93120 88464 4563 93 Other Expenses 11211 10090 1009 112 Bad Debt Expense 10000 0 10000 0 0 0 0 0 7851653 7386509 379747 85397 24720 238136 132847 98379 520833 790996 166048 166183 220364 197505 34082 22859 162887 187939 1041417 1504492 312156 489406 300000 162887 187939 475043 977345 X 566374 527147 0 0 0 0 566374 527147 1041417 1504492 -39227 0 X 0 1 1 X 1 1 X 5089546 6213458 6853539 7107641 7569331 32833515 0 0 0 0 0 0 0 0 0 0 0 0 5089546 6213458 6853539 7107641 7569331 32833515 0 32833515 1084 2412 9683 1577 732 15488 0 0 0 0 0 0 11651 11361 0 0 251 23263 32872266 205657 0.99882 0.99501 X Other income represents miscellaneous items not able to be classified elsewhere within the income categories. 1 1 0 0 0 0 1 4789 0 0 4789 0 SchC_P2B_S00_L01 Schedule C, Part II-B, Line 1 Orange County Association for Mental Health sends representatives (volunteers and employees) to Sacramento on an annual basis to lobby for the rights of the mentally ill. This includes requests for additional funding, lobbying to prevent cuts to existing funding (efforts to save current funding contracts) and lobbying to prevent elimination of current funding. There are sporadic expenditures during the year to prepare fo the day long trip to Sacramento. In addition, there are occasional expenses related to maintaining existing funding. 0 0 0 0 0 0 0 0 0 0 0 0 220364 197505 22859 0 0 0 0 22859 Monies Held in Trust 187939 187939 0 Monies Held in Trust 187939 187939 7812426 7851653 -39227 0 0 0 0 0 0 -39227 7812426 0 0 0 0 0 7812426 0 0 0 7812426 7851653 0 0 0 0 0 7851653 0 0 0 7851653 SchD_P09_S00_L00 Schedule D, Part IX Other Assets represent monies held in trust for clients as part of the services offered to clients of the Orange County Association for Mental Health. SchD_P10_S00_L01 Schedule D, Part X, Line 1 Other Liabilities represent monies held in trust for clients as part of the services offered to clients of the Orange County Association for Mental Health. 1 Assistance provided to individuals included assistance for emergency housing, temporary housing, food, clothing, transportation, medical needs, medications, and other direct assistance as required by the clients. 3322 728116 0 Actual Expenditure SchI_P01_S00_L02 Schedule I, Part I, Line 2 Orange County Association for Mental Health maintains detailed records of all clients. Records include relevant client information, necessity of funds required, use of funds and outcome measures. All financial records include funds requests and appropriate supporting documentation. X X X X 0 0 0 0 0 0 0 0 0 John Valenzuela 94800 0 0 0 0 0 0 0 0 0 94800 0 0 0 F990_P01_S00_L06 Form 990, Part I, Line 6 Orange County Association for Mental Health obtains volunteers from a number of sources including schools, referrals, and their website. All volunteers are screened and trained for the duties they will be assigned. Volunteers sign in and out thereby providing the proper documentation for accounting purposes. The volunteers accounted for hours of volunteer time during the year. F990_P04_S00_L29 Form 990, Part IV, Line 29 Orange County Association for Mental Health received numerous in-kind donations. Such donations are valued as appropriate. Current policies do not permit valuation of many of the donations of used items due to their nature. F990_P05_S00_L07g Form 990, Part V, Line 7g During the year, Orange County Association for Mental Health did not receive any contributions of intellectual property. F990_P05_S00_L07h Form 990, Part V, Line 7h During the year, Orange County Association for Mental Health did not receive any contributions of cars, boats, airplanes or other vehicles. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Board Member, Eric Nussbaum, is the son of board member, Sherri Nussbaum. Proper precautions are taken to assure no conflict exists in any board discussions or votes. Neither individual has expenditure authority and no business relationships exist between the Orange County Association for Mental Health and the individuals listed. Said individuals act solely as volunteer board members. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a Prior to submission, Orange County Association for Mental Health provided the Finance Committee of the Board of Directors with a copy of Form 990 and all related schedules. Finance Committee members were asked to review the filing and provide comments and potential corrections to the filing. The comments and potential corrections were used to provide the final draft of the form which was made available for review to the full board. The Finance Committee recommended that the Form 990 and all related schedules be submitted as revised resulting from the Committee's review and the full Board of Directors approved that recommendation, upon which action the Form 990 and all related schedules were submitted. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c The Board of Directors and key employees are asked each year to update their Conflict of Interest information. This information is used to determine if conflicts exist and if such conflicts provide a problem for the organization in the provision of services. All conflicts are resolved prior to any board member or key employee being allowed to continue in service to the organization. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The compensation of the CEO is established annually by the Board of Directors with input from all appropriate sources including salary surveys, budget review, etc. The compensation of all other executives is reviewed annually during the budget process. The budget, including all salaries is reviewed and approved by the Board of Directors. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Orange County Association for Mental Health, upon request, provides all public documents including Form 990, governing documents and financial statements to any requesting party. In addition, such documents are available on independent websites including Guidestar. F990_P07_S0A_L01a Form 990, Part VII, Section A, Line 1a The current CFO was hired during the latter half of the fiscal year. The individual did not appear on the payroll during 2010 and did not receive a W-2 at 12/31/2010. F990_P08_S00_L10a Form 990, Part VIII, Line 10a Orange County Association for Mental Health sells donated clothing and furnishings for the benefit of the clients of the organization. Sales are marked below market in an effort to assist the mentally ill homeless who are in need. Items not sold are provided free of charge to the clientele.