Civic Intelligence

North Orange County Regional Health Foundation

EIN 33-0970731 • 501(c)3 • Anaheim, CA

Profile

Provide free and low cost, high quality primary healthcare and other services to all people.

1182 N Euclid StAnaheim, CA 92801

www.nocrhf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.35x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.39x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$323,227

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

93rd percentile

57%

Faster asset growth than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

36%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,940,326

Up $3,238,943 (+57%) from 2023

Liabilities

Up

$3,122,935

Up $1,152,725 (+59%) from 2023

Net Assets

Up

$5,817,391

Up $2,086,218 (+56%) from 2023

Revenue

Up

$8,056,725

Up $2,111,520 (+36%) from 2023

Expenses

Up

$5,970,507

Up $1,523,837 (+34%) from 2023

Net Income

Up

$2,086,218

Up $587,683 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2014: $273,583Liabilities 2014: $146,270Net Assets 2014: $127,3132014Assets 2015: $487,302Liabilities 2015: $395,963Net Assets 2015: $91,3392015Assets 2016: $391,305Liabilities 2016: $345,977Net Assets 2016: $45,3282016Assets 2017: $386,587Liabilities 2017: $264,035Net Assets 2017: $122,5522017Assets 2018: $394,642Liabilities 2018: $191,317Net Assets 2018: $203,3252018Assets 2019: $551,917Liabilities 2019: $174,287Net Assets 2019: $377,6302019Assets 2020: $1,435,300Liabilities 2020: $727,407Net Assets 2020: $707,8932020Assets 2021: $2,075,560Liabilities 2021: $472,272Net Assets 2021: $1,603,2882021Assets 2022: $4,328,550Liabilities 2022: $2,095,912Net Assets 2022: $2,232,6382022Assets 2023: $5,701,383Liabilities 2023: $1,970,210Net Assets 2023: $3,731,1732023Assets 2024: $8,940,326Liabilities 2024: $3,122,935Net Assets 2024: $5,817,3912024

Highlighted filing

2024

Assets$8,940,326
Liabilities$3,122,935
Net Assets$5,817,391

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2014: $1,157,751Expenses 2014: $1,140,423Net Income 2014: $17,3282014Revenue 2015: $1,415,206Expenses 2015: $1,162,969Net Income 2015: $252,2372015Revenue 2016: $1,201,983Expenses 2016: $1,247,994Net Income 2016: -$46,0112016Revenue 2017: $1,213,179Expenses 2017: $1,135,955Net Income 2017: $77,2242017Revenue 2018: $1,391,173Expenses 2018: $1,310,400Net Income 2018: $80,7732018Revenue 2019: $1,775,109Expenses 2019: $1,600,804Net Income 2019: $174,3052019Revenue 2020: $2,861,489Expenses 2020: $2,531,226Net Income 2020: $330,2632020Revenue 2021: $3,902,511Expenses 2021: $3,007,116Net Income 2021: $895,3952021Revenue 2022: $4,156,682Expenses 2022: $3,497,783Net Income 2022: $658,8992022Revenue 2023: $5,945,205Expenses 2023: $4,446,670Net Income 2023: $1,498,5352023Revenue 2024: $8,056,725Expenses 2024: $5,970,507Net Income 2024: $2,086,2182024

Highlighted filing

2024

Revenue$8,056,725
Expenses$5,970,507
Net Income$2,086,218

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$8,056,725
Mission and Program Overview

Mission

Provide free and low cost, high quality primary healthcare and other services accessible to all people. The organization delivers them effectively and efficiently in a friendly community clinic setting that is conducive to satisfied patients.

Provide free and low cost, high quality primary healthcare and other services to all people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,060,743$4,412,818▲ $1,352,075
Land, Buildings, and Equipment, Net$1,610,011$3,030,007▲ $1,419,996
Accounts Receivable$671,045$1,072,129▲ $401,084
Other Notes and Loans Receivable, Net-$201,675-
Pledges and Grants Receivable$280,417$75,198▼ $205,219
Total Assets$5,701,383$8,940,326▲ $3,238,943
Other Assets Total$79,167$148,499▲ $69,332
Liabilities
Other Liabilities$1,215,509$2,156,701▲ $941,192
Accounts Payable and Accrued Expenses$628,890$902,308▲ $273,418
Mortgage Notes Payable Secured by Investment Property$125,811$63,926▼ $61,885
Total Liabilities$1,970,210$3,122,935▲ $1,152,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,731,173$5,817,391▲ $2,086,218
Total Net Assets Fund Balance$3,731,173$5,817,391▲ $2,086,218
Total Liabilities and Net Assets / Fund Balance$5,701,383$8,940,326▲ $3,238,943

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,984,266-$1,984,266
Equipment$891,553$343,717$1,235,270
Leasehold Improvements$154,188$61,247$215,435
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Isaias PajaCMOFT$323,227$5,183$323,227
Maria Rocio NunezCEOFT$311,389$7,183$318,572
Steve McqueentPaFT$175,367$6,508$181,875
Jane WuPaFT$166,596$7,293$171,779
Lisa Elizabeth RamosCOOFT$162,085-$169,378

Board Members and Trustees

NameTitle
Linda LowChair
Susan LindbergVice Chair
Jose PalaciosBoard Membe
Dana FrankBoard Member
Daryl EllisBoard Member
Elisa BrisenoBoard Member
Michael MunsonBoard Member
Andrea Pronk-dunnBoardmember
Cynthia FariasBoardmember

Highest Paid Contractors

ContractorServicesLocationCompensation
Amc EquitiesRent4200 VON KARMAN AVE, Newport Beach, CA 92660$273,527
Ct Coachworks LLCMobile Unit9700 INDIANA AVE, Riverside, CA 92503$210,659
Tremaine Consulting GroupConsulting1958 KINVARRA WAY, Redding, CA 96001$110,526
Revenue and Support

Revenue Composition

Contributions and Grants
$3,038,525
Program Service Revenue
$5,018,200
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,179,682
Change in Net Assets
$2,086,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,056,725
Total Revenue per Audited Statements
$8,056,725
Total Revenue per Form 990
$8,056,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,112,822
Other Expenses$1,857,685
Total Fundraising Expense$41,128
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,047,641$321,247$35,694$2,404,582
Current Officers, Directors, Trustees, and Key Employees$1,164,831--$1,164,831
Fees for Services Other$409,652$114,596-$524,248
Other Employee Benefits$253,153$25,315$2,813$281,281
Payroll Taxes$235,915$23,592$2,621$262,128
Occupancy$175,703$70,087-$245,790
All Other Expenses$164,606--$164,606
Depreciation Depletion$88,747$36,128-$124,875
Conferences and Meetings$79,810$32,490-$112,300
Office Expenses$70,064$28,522-$98,586
Insurance$62,925$25,616-$88,541
Information Technology$57,935$23,584-$81,519
Other Expenses$71,633$2,181-$73,814
Interest$2,388$972-$3,360
Travel$1,574$642-$2,216
Total Functional Expenses$5,126,206$803,173$41,128$5,970,507

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,970,507
Total Expenses per Audited Statements$5,970,507
Total Expenses per Form 990$5,970,507
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Payable$2,156,701
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

Form 990 is reviewed by management before presenting to the board. After board approval, the form 990 is then filed to the irs.

Conflict of interest policy compliance Part VI line 12C

All employees and board members must sign a conflict of interest statement. If any conflicts are identified then the board member shall abstain from voting on such issues.

CEO executive director top management comp Part VI line 15A

After board discussion of performance review, an appropriate salary is approved by a board vote. This process is performed annually.

Other officer or key employee compensation Part VI line 15B

SEE 3 ABOVE.

Governing documents etc available to public Part VI line 19

Available upon request and on guidestar.org.

Filing and Contact Details

Filer

Filer Name
North Orange County Regional Health Foundation
EIN
33-0970731
In Care Of
% MARIA ROCIO NUNEZ
Phone
7144410411
Address
1182 N EUCLID ST, Anaheim, CA 92801

Signing Officer

Name
Maria Rocio Nunez
Title
CEO
Phone
7144410411
Signed
2025-11-13
Discuss with paid preparer
No

Organization Details

Principal Officer
Linda Low
Formed
2000
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
61

Preparer

Firm
Gruber and Lopez Inc
Address
438 OLD NEWPORT BLVD, Newport Beach, CA 92663
Preparer
Ron Lopez
Phone
9493462900
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Other fees for service consist of consultants and other professional fees.

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