OCCA FOUNDATION
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Cite this
Plain text OCCA FOUNDATION. furp.org, nonprofit organization profile, tax years 2021–2023. https://furp.org/org/occa-foundation-861440288. Retrieved 2026-11-04.
APA furp.org. (n.d.). OCCA FOUNDATION [Nonprofit organization profile; tax years 2021–2023]. Retrieved November 4, 2026, from https://furp.org/org/occa-foundation-861440288
MLA “OCCA FOUNDATION.” furp.org, tax years 2021–2023, https://furp.org/org/occa-foundation-861440288. Accessed 4 Nov. 2026.
Retrieved 2026-11-04; covers tax years 2021–2023. Data: furp.org, CC BY 4.0.
2023 · Form 990 · revenue $1.2M · expenses $1.1M · assets $176K
- EIN
- 86-1440288
- Address
- 4100 E WALNUT AVE, ORANGE, CA 92869-2934
- Website
- OCCAFOUNDATION.ORG
- NTEE code
- B12
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- September 2021 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SUPPORT OF PUBLIC EDUCATION THROUGH ORANGE COUNTY CLASSICAL ACADEMY
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 6 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
6 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Eddie Kim | SECRETARY | 2023 | 2 | $0 reported | 1 |
| Madison Miner | CEO | 2023 | 2 | $0 reported | 1 |
| John Tang | CFO | 2023 | 2 | $0 reported | 1 |
| Rebecca Holz (former) | CEO | 2021-2022 | 2 | $0 reported | 1 |
| Kim Edmund (former) | SECRETARY | 2021-2022 | 2 | $0 reported | 1 |
| Garrett Heffner (former) | CFO | 2021-2022 | 2 | $0 reported | 1 |
People by year
2023 · 3 people listed · none paid · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EDDIE KIM | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| MADISON MINER | CEO | 2 | $0 | $0 | $0 | $0 | 1 |
| JOHN TANG | CFO | 2 | $0 | $0 | $0 | $0 | 1 |
2022 · 3 people listed · none paid · 8 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REBECCA HOLZ | CEO | 2 | $0 | $0 | $0 | $0 | 1 |
| KIM EDMUND | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| GARRETT HEFFNER | CFO | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 3 people listed · none paid · 1 employee · 1 volunteer
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| REBECCA HOLZ | CEO | 9 | $0 | $0 | $0 | $0 | 1 |
| KIM EDMUND | SECRETARY | 7 | $0 | $0 | $0 | $0 | 1 |
| GARRETT HEFFNER | CFO | 5 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2023 · Form 990 | ||||||||
| $1,156,977 | $1,119,807 | $175,587 | $175,587 | $868,212 | $288,765 | - | 0 | 10 |
| 2022 · Form 990 | ||||||||
| $883,567 | $747,015 | $294,781 | $294,781 | $800,586 | $82,482 | - | 8 | 10 |
| 2021 · Form 990 | ||||||||
| $245,292 | $84,363 | $160,929 | $160,929 | $214,638 | $30,654 | - | 1 | 1 |
Funders of this organization
5 grantors reported grants to this organization, $680,948 in all, tax years 2022 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CBIS FOUNDATION INC | Private foundation | Fuzzy filed as “OCCA FOUNDATION” | 2022, 2024 | 2 | $550,000 | 2024 | $500,000 | show |
| DONORS TRUST INC | DAF sponsor | Exact | 2023-2024 | 2 | $70,000 | 2024 | $50,000 | show |
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | Exact | 2022-2023, 2025 | 3 | $30,835 | 2025 | $5,882 | show |
| ORANGE COUNTY COMMUNITY FOUNDATION | DAF sponsor | Exact | 2022-2023 | 2 | $30,000 | 2023 | $10,000 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “OCCA FOUNDATION” | 2023 | 1 | $113 | 2023 | $113 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FOLDS OF HONOR FOUNDATION | CA | B12 | $942,937 | $935,412 | CEO | $0 | Same NTEE code B12, revenue within 2x, same state, similar name |
| FUTURE FOUNDATION OF SACRAMENTO | CA | B12 | $1,110,650 | $169,516 | Executive Dir. | $65,640 | Same NTEE code B12, revenue within 2x, same state |
| OPHTHALMOLOGY FOUNDATION | CA | B12 | $651,902 | $1,115,274 | EXECUTIVE DIRECTOR | $121,579 | Same NTEE code B12, revenue within 2x, same state, similar name |
| LAS LOMITAS EDUCATION FOUNDATION | CA | B12 | $707,759 | $1,384,532 | EXECUTIVE DIRECTOR | $139,442 | Same NTEE code B12, revenue within 2x, same state |
| LINDSAY EDUCATIONAL FOUNDATION FOR LEARNING | CA | B12 | $939,618 | $640,950 | EXECUTIVE DIRECTOR | $138,011 | Same NTEE code B12, revenue within 2x, same state |
| CULVER CITY EDUCATION FOUNDATION | CA | B12 | $1,030,006 | $1,120,217 | EXECUTIVE DIRECTOR | $66,885 | Same NTEE code B12, revenue within 2x, same state |
| JNANA PRABODHINI FOUNDATION INC | CA | B12 | $625,200 | $425,661 | ADVISOR | $0 | Same NTEE code B12, revenue within 2x, same state |
| SAN LUIS COASTAL EDUCATION FOUNDATION | CA | B12 | $853,252 | $708,646 | PRESIDENT | $0 | Same NTEE code B12, revenue within 2x, same state |
| IIT GANDHINAGAR FOUNDATION | CA | B12 | $1,127,421 | $1,128,054 | President | $0 | Same NTEE code B12, revenue within 2x, same state |
| SAGES EDUCATION AND RESEARCH FOUNDATION | CA | B12 | $1,329,762 | $1,212,394 | Director | $0 | Same NTEE code B12, revenue within 2x, same state |
| TRUEBECK FOUNDATION | CA | B12 | $972,196 | $803,388 | Director, Officer | $0 | Same NTEE code B12, revenue within 2x, same state, similar name |
| SAN MARINO SCHOOL FOUNDATION | CA | B12 | $2,182,914 | $2,230,749 | Executive Dir. | $81,731 | Same NTEE code B12, revenue within 2x, same state |
| ORACLE EDUCATION FOUNDATION | CA | B12 | $612,785 | $657,277 | SECRETARY/EXEC. DIRECTOR | $0 | Same NTEE code B12, revenue within 2x, same state, similar name |
| SOUTHEAST COMMUNITY FOUNDATION | CA | B12 | $796,912 | $942,170 | EXECUTIVE DIRECTOR | $92,308 | Same NTEE code B12, revenue within 2x, same state |
| MOUNTAIN VIEW EDUCATIONAL FOUNDATION | CA | B12 | $1,220,294 | $1,262,384 | Executive Director | $63,438 | Same NTEE code B12, revenue within 2x, same state |
| DEL MAR SCHOOLS EDUCATION FOUNDATION | CA | B12 | $1,131,957 | $1,125,840 | Director | $0 | Same NTEE code B12, revenue within 2x, same state |
| WALNUT CREEK LIBRARY FOUNDATION | CA | B12 | $712,275 | $279,701 | DIRECTOR | $0 | Same NTEE code B12, revenue within 2x, same state |
| JULIA BURKE FOUNDATION | CA | B12 | $1,503,496 | $1,559,826 | Executive Dir. | $174,389 | Same NTEE code B12, revenue within 2x, same state |
| HUFS FOUNDATION OF SOUTHERN CALIFORNIA | CA | B12 | $825,160 | $826,115 | PRESIDENT | $0 | Same NTEE code B12, revenue within 2x, same state |
| WANGBI FAMILY FOUNDATION | CA | B12 | $1,302,220 | $61,632 | CEO | $0 | Same NTEE code B12, revenue within 2x, same state |
| LA JOLLA AQUATIC COMPLEX FOUNDATION | CA | B12 | $1,420,034 | $1,360,156 | AQUATICS DIR | $100,240 | Same NTEE code B12, revenue within 2x, same state |
| NORTH STAR ACADEMY PARENTS CLUB | CA | B12 | $626,085 | $541,140 | President | $0 | Same NTEE code B12, revenue within 2x, same state, similar mission |
| THE FOUNDATION FOR FRESNO UNIFIED STUDENTS | CA | B12 | $1,411,491 | $1,203,145 | President & ED | $240,964 | Same NTEE code B12, revenue within 2x, same state |
| CHEN AND YANG FAMILY FOUNDATION | CA | B12 | $586,000 | $43,560 | CEO | $0 | Same NTEE code B12, revenue within 2x, same state |
| FUNDAMAYA | CA | B12 | $1,027,845 | $1,054,478 | President | $0 | Same NTEE code B12, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2023 · Form 990 · $1,119,807 spent · pay $224,249 · grants $0 · events $1,039
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | OCCA SUPPORT | $602,084 | $602,084 | - | - | 53.8% |
| Other (as described) | FUNDRAISING EXPENSES | $234,852 | $234,852 | - | - | 21.0% |
| Other salaries and wages | $222,400 | $222,400 | - | - | 19.9% | |
| Other (as described) | AFTER SCHOOL SUPPORT | $26,643 | $26,643 | - | - | 2.4% |
| Insurance | $11,008 | - | $11,008 | - | 1.0% | |
| Fees: other services | $8,842 | $6,638 | $2,204 | - | 0.8% | |
| Fees: accounting | $4,015 | - | $4,015 | - | 0.4% | |
| Other (as described) | OTHER EXPENSE | $3,970 | - | $3,970 | - | 0.4% |
| Other employee benefits | $1,849 | $1,849 | - | - | 0.2% | |
| Conferences, conventions and meetings | $1,039 | - | $1,039 | - | 0.1% | |
| Travel | $949 | - | $949 | - | 0.1% | |
| Fees: legal | $712 | - | $712 | - | 0.1% | |
| All other expenses | $549 | $264 | $285 | - | 0.0% | |
| Office expenses | $529 | - | $529 | - | 0.0% | |
| Information technology | $366 | - | $366 | - | 0.0% | |
| Total | $1,119,807 | 100% |
2022 · Form 990 · $747,015 spent · pay $86,110 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | OTHER SUSPENSE EXPENSE | $450,000 | $450,000 | - | - | 60.2% |
| Other (as described) | OCCA SUPPORT | $112,454 | $112,454 | - | - | 15.1% |
| Other salaries and wages | $79,925 | $79,925 | - | - | 10.7% | |
| Other (as described) | FUNDRAISING EXPENSES | $67,148 | - | - | $67,148 | 9.0% |
| Other (as described) | AFTER SCHOOL COSTS | $6,859 | $6,859 | - | - | 0.9% |
| Insurance | $5,643 | - | $5,643 | - | 0.8% | |
| Fees: other services | $5,057 | $3,807 | $1,250 | - | 0.7% | |
| All other expenses | $4,972 | $2,715 | $2,257 | - | 0.7% | |
| Office expenses | $4,382 | - | $4,382 | - | 0.6% | |
| Other employee benefits | $3,400 | $3,400 | - | - | 0.5% | |
| Payroll taxes | $2,785 | $2,785 | - | - | 0.4% | |
| Fees: legal | $2,377 | - | $2,377 | - | 0.3% | |
| Fees: accounting | $1,086 | - | $1,086 | - | 0.1% | |
| Travel | $489 | - | $489 | - | 0.1% | |
| Information technology | $438 | - | $438 | - | 0.1% | |
| Total | $747,015 | 100% |
2021 · Form 990 · $84,363 spent · pay $36,787 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $36,787 | $36,787 | - | - | 43.6% | |
| Other (as described) | SCHOOL ACTIVITIES | $20,505 | $20,505 | - | - | 24.3% |
| Other (as described) | MISCELLANEOUS | $6,909 | - | $6,909 | - | 8.2% |
| Other (as described) | FUNDRAISING EXPENSES | $6,655 | - | - | $6,655 | 7.9% |
| Other (as described) | MEALS | $6,405 | $6,405 | - | - | 7.6% |
| Fees: other services | $3,764 | - | $3,764 | - | 4.5% | |
| Fees: legal | $3,139 | - | $3,139 | - | 3.7% | |
| Fees: accounting | $159 | - | $159 | - | 0.2% | |
| Information technology | $40 | - | $40 | - | 0.0% | |
| Total | $84,363 | 100% |
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