2011-02-10T11:30:18-07:00 2010-06-30 John Gregory Valenzuela CPA 237 E Bagnall Ave Placentia CA 92870 990 2009-07-01 952036972 Orange County Association for Mental Health ORAN 7145477559 822 Town and Country Road Orange CA 92868 Jeff Thrash 7145477559 2011-02-08 1 John Valenzuela 7145288958 2011-02-08 X 2009 2016-02-24 21:20:13Z Jeff Thrash 822 Town and Country Road Orange CA 92868 7364004 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. 15 13 150 673 0 0 6853539 7107641 96509 201455 9683 1577 68897 44665 7028628 7355338 621773 721855 0 0 4107785 4459329 0 0 71680 2288984 2153219 7018542 7334403 10086 20935 1184373 1041417 638934 475043 545439 566374 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 957547 0 957547 Homeless Services Program. The program provides a Multi-Services Center offering services to the homeless mentally ill, including hot meals, showers, access to mental health/medical services, a variety of support programs, 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 6,666 individuals during the year. 1992734 0 1992734 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 979 individuals during the year. 2842642 0 2842642 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 328 clients during the year. 1030337 0 962113 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. 2,777 individuals were served by these other programs. 1030337 0 962113 6823260 1 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 150 1 0 0 0 0 0 1 1 0 0 0 1 1 15 13 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 Dolli Albert 2 X X 0 0 0 Jeannine Loucks 2 X X 0 0 0 Wade Slome 1 X X 0 0 0 Howard Mirowitz 2 X X 0 0 0 Margret Riley 2 X X 0 0 0 Lucinda Alibrandi 1 X 0 0 0 Rimal Bera 1 X 0 0 0 Sherri Nussbaum 2 X 0 0 0 Dan Cahill 1 X 0 0 0 Gina Elder 1 X 0 0 0 Randy Beckx 1 X 0 0 0 Kelle Simonian 1 X 0 0 0 Eric Nussbaum 1 X 0 0 0 Sister Mary Sweeney 1 X 0 0 0 Grace Villagomez 1 X 0 0 0 Jeff Thrash 40 X 125738 0 0 John Valenzuela 20.00 X 94800 0 0 220538 0 0 1 0 0 0 Orange County Behavioral Sciences Inc 1439 W Chapman Suite 84 Orange CA 92868 Psychiatric Services to Clients 102700 Linda Horgan 14096 Frances Street Westminster CA 92683 Nurse Practitioner Services to Clients 100913 2 0 0 1560 0 6970191 135890 0 7107641 Fees for Service 624100 103443 103443 0 0 Cafe - Job Training 722210 98012 98012 0 0 0 0 0 0 201455 1577 0 0 1577 0 0 0 0 0 0 0 0 0 0 0 0 8729 1560 8666 63 0 0 63 44602 0 44602 44602 0 0 0 0 0 0 0 7355338 246057 0 1640 0 0 721855 721855 0 0 0 0 135960 0 135960 0 0 0 0 0 3507960 3460473 13682 33805 24302 15537 7751 1014 433871 382683 47716 3472 357236 339223 15394 2619 0 0 0 0 0 0 0 0 197079 0 197079 0 0 0 0 0 0 0 0 0 0 0 558676 558676 0 0 0 0 0 0 240435 213529 6659 20247 0 0 0 0 0 0 0 0 935215 925653 1628 7934 106725 106393 303 29 0 0 0 0 3934 3578 239 117 2933 0 2933 0 0 0 0 0 11223 11223 0 0 87770 83763 3844 163 Miscellaneous 9229 674 6275 2280 7334403 6823260 439463 71680 5609 24720 131270 132847 672079 520833 179282 166048 220364 186282 43240 34082 152893 162887 1184373 1041417 329846 312156 6195 150000 152893 162887 638934 475043 X 545439 566374 0 0 0 0 545439 566374 1184373 1041417 X 0 1 1 X 1 1 X 3923178 5089546 6213458 6853539 7107641 29187362 0 0 0 0 0 0 0 0 0 0 0 0 3923178 5089546 6213458 6853539 7107641 29187362 29187362 99379 1084 2412 9683 1577 114135 0 0 0 0 0 0 9198 11651 11361 0 0 32210 29333707 246057 0.99501 0.98865 X Other income represents miscellaneous items not able to be classified elsewhere within the income categories. 1 1 0 0 0 0 1 6692 0 0 6692 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 for 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 186282 34082 0 0 0 0 34082 Monies Held in Trust 162887 162887 0 Monies Held in Trust 162887 162887 7355338 7334403 20935 0 0 0 0 0 0 20935 7375599 0 0 0 20261 20261 7355338 0 0 0 7355338 7354664 0 0 0 20261 20261 7334403 0 0 0 7334403 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 Ornage County Association for Mental Health. SchD_P10_S00_L00 Schedule D, Part X Other Liabilities represents monies held in trust for clients as part of the services offered to clients of the Orange County Association for Mental Health. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Item represents amounts treated as revenue for audit purposes. The amounts were corrections to expense accounts and treated as such for tax purposes. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Item represents amounts treated as revenue for audit purposes. The amounts were reductions to expense accounts and treated as such for tax purposes. 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. 3422 721855 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. 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 673 volunteers accounted for 33,043 hours of volunteer time during the year. F990_P04_S00_L29 Form 990, Part IV, Line 29 Orange County Association for Mental Health receives 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_L11 Form 990, Part VI, Section B, Line 11 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 reviews, 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_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.