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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Eddie Kim SECRETARY2023 2 $0 reported 1
Madison Miner CEO2023 2 $0 reported 1
John Tang CFO2023 2 $0 reported 1
Rebecca Holz (former) CEO2021-2022 2 $0 reported 1
Kim Edmund (former) SECRETARY2021-2022 2 $0 reported 1
Garrett Heffner (former) CFO2021-2022 2 $0 reported 1

People by year

2023 · 3 people listed · none paid · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDDIE KIM SECRETARY2 $0$0$0 $01
MADISON MINER CEO2 $0$0$0 $01
JOHN TANG CFO2 $0$0$0 $01
2022 · 3 people listed · none paid · 8 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REBECCA HOLZ CEO2 $0$0$0 $01
KIM EDMUND SECRETARY2 $0$0$0 $01
GARRETT HEFFNER CFO2 $0$0$0 $01
2021 · 3 people listed · none paid · 1 employee · 1 volunteer
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REBECCA HOLZ CEO9 $0$0$0 $01
KIM EDMUND SECRETARY7 $0$0$0 $01
GARRETT HEFFNER CFO5 $0$0$0 $01

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$1,156,977$1,119,807 $175,587$175,587 $868,212$288,765 -010
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$883,567$747,015 $294,781$294,781 $800,586$82,482 -810
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$245,292$84,363 $160,929$160,929 $214,638$30,654 -11

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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FOLDS OF HONOR FOUNDATIONCAB12 $942,937$935,412 CEO$0 Same NTEE code B12, revenue within 2x, same state, similar name
FUTURE FOUNDATION OF SACRAMENTOCAB12 $1,110,650$169,516 Executive Dir.$65,640 Same NTEE code B12, revenue within 2x, same state
OPHTHALMOLOGY FOUNDATIONCAB12 $651,902$1,115,274 EXECUTIVE DIRECTOR$121,579 Same NTEE code B12, revenue within 2x, same state, similar name
LAS LOMITAS EDUCATION FOUNDATIONCAB12 $707,759$1,384,532 EXECUTIVE DIRECTOR$139,442 Same NTEE code B12, revenue within 2x, same state
LINDSAY EDUCATIONAL FOUNDATION FOR LEARNINGCAB12 $939,618$640,950 EXECUTIVE DIRECTOR$138,011 Same NTEE code B12, revenue within 2x, same state
CULVER CITY EDUCATION FOUNDATIONCAB12 $1,030,006$1,120,217 EXECUTIVE DIRECTOR$66,885 Same NTEE code B12, revenue within 2x, same state
JNANA PRABODHINI FOUNDATION INCCAB12 $625,200$425,661 ADVISOR$0 Same NTEE code B12, revenue within 2x, same state
SAN LUIS COASTAL EDUCATION FOUNDATIONCAB12 $853,252$708,646 PRESIDENT$0 Same NTEE code B12, revenue within 2x, same state
IIT GANDHINAGAR FOUNDATIONCAB12 $1,127,421$1,128,054 President$0 Same NTEE code B12, revenue within 2x, same state
SAGES EDUCATION AND RESEARCH FOUNDATIONCAB12 $1,329,762$1,212,394 Director$0 Same NTEE code B12, revenue within 2x, same state
TRUEBECK FOUNDATIONCAB12 $972,196$803,388 Director, Officer$0 Same NTEE code B12, revenue within 2x, same state, similar name
SAN MARINO SCHOOL FOUNDATIONCAB12 $2,182,914$2,230,749 Executive Dir.$81,731 Same NTEE code B12, revenue within 2x, same state
ORACLE EDUCATION FOUNDATIONCAB12 $612,785$657,277 SECRETARY/EXEC. DIRECTOR$0 Same NTEE code B12, revenue within 2x, same state, similar name
SOUTHEAST COMMUNITY FOUNDATIONCAB12 $796,912$942,170 EXECUTIVE DIRECTOR$92,308 Same NTEE code B12, revenue within 2x, same state
MOUNTAIN VIEW EDUCATIONAL FOUNDATIONCAB12 $1,220,294$1,262,384 Executive Director$63,438 Same NTEE code B12, revenue within 2x, same state
DEL MAR SCHOOLS EDUCATION FOUNDATIONCAB12 $1,131,957$1,125,840 Director$0 Same NTEE code B12, revenue within 2x, same state
WALNUT CREEK LIBRARY FOUNDATIONCAB12 $712,275$279,701 DIRECTOR$0 Same NTEE code B12, revenue within 2x, same state
JULIA BURKE FOUNDATIONCAB12 $1,503,496$1,559,826 Executive Dir.$174,389 Same NTEE code B12, revenue within 2x, same state
HUFS FOUNDATION OF SOUTHERN CALIFORNIACAB12 $825,160$826,115 PRESIDENT$0 Same NTEE code B12, revenue within 2x, same state
WANGBI FAMILY FOUNDATIONCAB12 $1,302,220$61,632 CEO$0 Same NTEE code B12, revenue within 2x, same state
LA JOLLA AQUATIC COMPLEX FOUNDATIONCAB12 $1,420,034$1,360,156 AQUATICS DIR$100,240 Same NTEE code B12, revenue within 2x, same state
NORTH STAR ACADEMY PARENTS CLUBCAB12 $626,085$541,140 President$0 Same NTEE code B12, revenue within 2x, same state, similar mission
THE FOUNDATION FOR FRESNO UNIFIED STUDENTSCAB12 $1,411,491$1,203,145 President & ED$240,964 Same NTEE code B12, revenue within 2x, same state
CHEN AND YANG FAMILY FOUNDATIONCAB12 $586,000$43,560 CEO$0 Same NTEE code B12, revenue within 2x, same state
FUNDAMAYACAB12 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$21,714,616215 552016–2024 LINDSAY EDUCATIONAL FOUNDATION FOR LEARNING; ONE SCHOOL AT A TIME INC; SAGES EDUCATION AND RESEARCH FOUNDATION; FORTIFY FOUNDATION and 51 more
THE CHICAGO COMMUNITY TRUST DAF sponsor$20,000,0001 12021–2021 THE FOUNDATION FOR FRESNO UNIFIED STUDENTS
AMERICAN ONLINE GIVING FOUNDATION INC funds this one DAF sponsor$12,827,318164 372019–2025 MOUNTAIN VIEW EDUCATIONAL FOUNDATION; HOMETOWN EDUCATION FOUNDATION INC; SARATOGA MUSIC BOOSTERS; LAS LOMITAS EDUCATION FOUNDATION and 33 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$10,312,374144 452014–2024 NUS AMERICA FOUNDATION INC; SPIX FOUNDATION INC; LAS LOMITAS EDUCATION FOUNDATION; AMICI LOVANIENSIS INC and 41 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$4,186,34960 112010–2024 NUS AMERICA FOUNDATION INC; MOUNTAIN VIEW EDUCATIONAL FOUNDATION; CULVER CITY EDUCATION FOUNDATION; LAS LOMITAS EDUCATION FOUNDATION and 7 more
BIA ECHO FOUNDATION Private foundation$4,000,0002 12020–2021 NUS AMERICA FOUNDATION INC
CHARTER FUND INC DAF sponsor$2,465,0009 12020–2024 CITIZENS OF THE WORLD CHARTER SCHOOLS
NEW HAMPSHIRE CHARITABLE FOUNDATION DAF sponsor$2,309,37344 12010–2024 NEW HAMPSHIRE WOMENS FOUNDATION
ERGON FOUNDATION INC Private foundation$2,300,00011 12014–2024 WILSON RESEARCH FOUNDATION
DICK AND BETSY DEVOS FAMILY FOUNDATION Private foundation$1,822,4358 12020–2024 WEST MICHIGAN AVIATION ACADEMY FOUNDATION
D F DILLON FOUNDATION Private foundation$1,600,00014 12010–2025 PIUS X FOUNDATION
LINCOLN COMMUNITY FOUNDATION INC DAF sponsor$1,515,73813 12012–2024 PIUS X FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$1,412,25036 152014–2024 CITIZENS OF THE WORLD CHARTER SCHOOLS; FOLDS OF HONOR FOUNDATION; HOMETOWN EDUCATION FOUNDATION INC; WILSON RESEARCH FOUNDATION and 11 more
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$1,392,42542 202016–2024 ONE SCHOOL AT A TIME INC; LAS LOMITAS EDUCATION FOUNDATION; THE SIZER FOUNDATION INC; MOUNTAIN VIEW EDUCATIONAL FOUNDATION and 16 more
EWING MARION KAUFFMAN FOUNDATION Private foundation$1,230,0004 12014–2018 CITIZENS OF THE WORLD CHARTER SCHOOLS

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
LineAs describedTotalProgramManagementFundraisingShare
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$1,119,807100%

View the filing

2022 · Form 990 · $747,015 spent · pay $86,110 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$747,015100%

View the filing

2021 · Form 990 · $84,363 spent · pay $36,787 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$84,363100%

View the filing

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