Civic Intelligence

Oc United Together

EIN 46-3761517 • 501(c)3 • Fullerton, CA

Profile

We exist to empower the vulnerable who have experienced the breakdown of the family unit through restorative relationships and life-skills development. We serve those who have experienced foster care, domestic abuse, homelessness, and under-resourced neighborhoods and schools.

418 W Commonwealth AvenueFullerton, CA 92832

ocunited.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.44x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.18x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-16%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$646,131

Up $118,054 (+22%) from 2023

Liabilities

Up

$345,136

Up $110,498 (+47%) from 2023

Net Assets

Up

$300,995

Up $7,556 (+2.6%) from 2023

Revenue

Up

$1,927,968

Up $653,241 (+51%) from 2023

Expenses

Up

$1,920,412

Up $437,631 (+30%) from 2023

Net Income

Up

$7,556

Up $215,610 (+104%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2016: $170,024Liabilities 2016: $14,628Net Assets 2016: $155,3962016Assets 2017: $377,384Liabilities 2017: $40,152Net Assets 2017: $337,2322017Assets 2018: $418,116Liabilities 2018: $66,161Net Assets 2018: $351,9552018Assets 2019: $346,290Liabilities 2019: $54,500Net Assets 2019: $291,7902019Assets 2020: $415,698Liabilities 2020: $62,314Net Assets 2020: $353,3842020Assets 2021: $559,526Liabilities 2021: $85,157Net Assets 2021: $474,3692021Assets 2022: $619,243Liabilities 2022: $117,750Net Assets 2022: $501,4932022Assets 2023: $528,077Liabilities 2023: $234,638Net Assets 2023: $293,4392023Assets 2024: $646,131Liabilities 2024: $345,136Net Assets 2024: $300,9952024

Highlighted filing

2024

Assets$646,131
Liabilities$345,136
Net Assets$300,995

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2016: $492,488Expenses 2016: $378,759Net Income 2016: $113,7292016Revenue 2017: $859,880Expenses 2017: $678,044Net Income 2017: $181,8362017Revenue 2018: $833,547Expenses 2018: $818,824Net Income 2018: $14,7232018Revenue 2019: $1,003,697Expenses 2019: $1,063,862Net Income 2019: -$60,1652019Revenue 2020: $1,163,168Expenses 2020: $1,101,574Net Income 2020: $61,5942020Revenue 2021: $1,299,757Expenses 2021: $1,178,772Net Income 2021: $120,9852021Revenue 2022: $1,429,889Expenses 2022: $1,402,765Net Income 2022: $27,1242022Revenue 2023: $1,274,727Expenses 2023: $1,482,781Net Income 2023: -$208,0542023Revenue 2024: $1,927,968Expenses 2024: $1,920,412Net Income 2024: $7,5562024

Highlighted filing

2024

Revenue$1,927,968
Expenses$1,920,412
Net Income$7,556

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 22, 2025
Return Version
2023v6.0
Gross Receipts
$1,927,968
Mission and Program Overview

Mission

Serving the homeless, foster children and the community.

We exist to empower the vulnerable who have experienced the breakdown of the family unit through restorative relationships and life-skills development. We serve those who have experienced foster care, domestic abuse, homelessness, and under-resourced neighborhoods and schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$12,368$333,948▲ $321,580
Savings and Temporary Cash Investments$286,453$0▼ $286,453
Pledges and Grants Receivable$117,426$78,315▼ $39,111
Prepaid Expenses and Deferred Charges$25,433$29,308▲ $3,875
Accounts Receivable-$24,081-
Land, Buildings, and Equipment, Net$8,800$10,259▲ $1,459
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$528,077$646,131▲ $118,054
Other Assets Total$77,597$170,220▲ $92,623
Liabilities
Other Liabilities$101,851$328,840▲ $226,989
Deferred Revenue$70,000--
Accounts Payable and Accrued Expenses$62,787$16,296▼ $46,491
Total Liabilities$234,638$345,136▲ $110,498
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$179,600-
Net Assets Without Donor Restrictions$293,439$121,395▼ $172,044
Total Net Assets Fund Balance$293,439$300,995▲ $7,556
Total Liabilities and Net Assets / Fund Balance$528,077$646,131▲ $118,054

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$5,587$53,458$59,045
Other Land Buildings$1,239$32,446$33,685
Equipment$3,433$7,876$11,309
Other Assets Org$164,885--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay WilliamsSecretaryFT$66,580$46,101$112,681
Amy GawControllerFT$100,400-$100,400

Board Members and Trustees

NameTitle
Tim BliedChairman
Alan NakamuraDirector
Barbara JenningsDirector
Dan HughesDirector
Frank HaseltonDirector
Mitch FierroDirector
Penny JoDirector
Karen AllenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,634,161
Program Service Revenue
$293,713
Investment Income
$94
Other Revenue
$0
All Other Contributions
$1,491,424
Change in Net Assets
$7,556
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,149,712
Other Expenses$770,700
Total Fundraising Expense$24,433
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$728,315$38,229-$766,544
Current Officers, Directors, Trustees, and Key Employees$174,221$38,861-$213,082
Occupancy$78,941$8,585-$87,526
Payroll Taxes$68,567$4,788-$73,355
Other Employee Benefits$50,535$5,402-$55,937
Insurance$44,489$6,764-$51,253
Pension Plan Contributions$36,666$4,128-$40,794
Fees for Services Accounting$18,880$12,880-$31,760
Other Expenses$10,678$4,512$148$15,338
All Other Expenses$8,101--$8,101
Advertising$3,323$1,229$243$4,795
Depreciation Depletion---$3,377
Conferences and Meetings$613$1,694-$2,307
Office Expenses$1,682$464-$2,146
Total Functional Expenses$1,758,575$134,027$24,433$1,920,412
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraisers$71,786---
Total Events$71,786---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$164,888
Payroll Liabilities$65,057
Grants received in advance$55,000
Thrive Launch Funds$26,373
Credit Cards$17,522
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
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, Part VI, Section B, Line 11B

The board of directors will review the return before filing

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Oc United Together
EIN
46-3761517
Phone
8185354490
Address
418 W COMMONWEALTH AVENUE, FULLERTON, CA 92832

Signing Officer

Name
Deanna Monzon
Title
Secretary
Signed
2025-02-22
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
8
Employees
26

Preparer

Firm
George Dimov CPA
Address
211 E 43rd Street Suite 628, NEW YORK, NY 10017
Preparer
George Dimov CPA
Phone
8338291120
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Other program services 4: community development: oc united provides active skills training to adults in the community through individual coaching, support groups, and classes. Services include domestic violence support groups, sexual assault support groups, esl classes, health and wellness classes, parenting classes, and one-on-one parent coaching. Other program services 5: grapevine: programs to walk alongside victims of domestic abuse to help them identify, recover from, and resist abusive relationships through support groups, mentorship, healthy relationship and self-worth classes, and mentorship. Other program services 6: united kids & teens: oc united provides after-school and summer enrichment programs for transitional kindergarten through 12th grade students in the fullerton school district and fullerton joint union high school district. Our trauma-informed services target low-income students impacted by adverse childhood experiences as a means of preventing families from entering the child welfare system. Other program services 7: homeless-the mission for this program is to love, value and empower individuals and families without permanent housing to understand they are capable of rising above the challenges of homelessness. Our jobs for life program is a job-readiness program hosted at local homeless shelters. The program includes teaching soft skills (resume-building, mock interviews, etc.) with character and identity formation. Each participant is matched with a mentor to journey with them for up to a year. The combination of jobs for life instruction, extended mentorship and business partnership allows those experiencing homelessness to experience renewed dignity, hope, and purpose. Other program services 8: love cities-the mission of this program is to unite churches, city government, local businesses, public schools, universities, school organizations, and residents of north orange county to create thriving cities where people experience community and are empowered to love and serve their neighbors. Hosted a one-day multi-city serve day for volunteers to participate in a variety of community service improvement projects in their city. Participating cities included brea, placentia, fullerton, anaheim, and buena park

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IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY DEVELOPMENT: OC UNITED PROVIDES ACTIVE SKILLS TRAINING TO ADULTS IN THE COMMUNITY THROUGH INDIVIDUAL COACHING, SUPPORT GROUPS, AND CLASSES. SERVICES INCLUDE DOMESTIC VIOLENCE SUPPORT GROUPS, SEXUAL ASSAULT SUPPORT GROUPS, ESL CLASSES, HEALTH AND WELLNESS CLASSES, PARENTING CLASSES, AND ONE-ON-ONE PARENT COACHING.
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