Civic Intelligence

Oc United Together

990 • Fiscal year 2016 • EIN 46-3761517

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

418 W Commonwealth AvenueFullerton, CA 92832

(818) 535-4490

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$170,024

No earlier filing loaded for comparison.

Net Assets

$155,396

No earlier filing loaded for comparison.

Liabilities

$14,628

No earlier filing loaded for comparison.

Revenue

$492,488

No earlier filing loaded for comparison.

Expenses

$378,759

No earlier filing loaded for comparison.

Net Income

$113,729

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$170,024
Liabilities$14,628
Net Assets$155,396

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$492,488
Expenses$378,759
Net Income$113,729
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$492,488
Mission and Program Overview

Mission

Serving the homeless, foster children and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$20,907$143,721▲ $122,814
Land, Buildings, and Equipment, Net$20,210$20,831▲ $621
Prepaid Expenses and Deferred Charges-$4,322-
Savings and Temporary Cash Investments$300$300→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$42,267$170,024▲ $127,757
Other Assets Total$850$850→ $0
Liabilities
Accounts Payable and Accrued Expenses$600$14,628▲ $14,028
Total Liabilities$600$14,628▲ $14,028
Net Assets / Fund Balance
Unrestricted Net Assets$41,067$126,268▲ $85,201
Temporarily Rstr Net Assets$600$29,128▲ $28,528
Total Net Assets Fund Balance$41,667$155,396▲ $113,729
Total Liabilities and Net Assets / Fund Balance$42,267$170,024▲ $127,757

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$9,976$10,180$20,156
Other Land Buildings$10,855$3,278$14,133
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tim BliedPresident/Secre
Barbara JenningsDirector
Dan HughesDirector
Dan ReyneveldDirector
David FletcherDirector
Jennifer FitzgeraldDirector
Mike ErreDirector
Jay WilliamsExecutive Director
Paul BurkeCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$492,396
Program Service Revenue
$0
Investment Income
$92
Other Revenue
$0
All Other Contributions
$492,396
Change in Net Assets
$113,729

Audited Revenue Reconciliation

Revenue per Audited Statements
$492,488
Total Revenue per Audited Statements
$492,488
Total Revenue per Form 990
$492,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,039
Salaries, Compensation, and Employee Benefits$138,720
Total Fundraising Expense$12,398
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$107,894$5,679-$113,573
Fees for Services Other$22,076$30,486$5,788$58,350
Occupancy$18,088$952-$19,040
Other Employee Benefits$16,604$874-$17,478
Insurance$4,112$7,188-$11,300
Depreciation Depletion$9,388$1,657-$11,045
Payroll Taxes$7,286$383-$7,669
Information Technology$4,360$3,029-$7,389
Advertising$3,156-$3,156$6,312
Office Expenses$122$4,079-$4,201
All Other Expenses$1,347$2,083-$3,430
Travel$153$2,640-$2,793
Conferences and Meetings$908$1,110-$2,018
Other Expenses$1,472$1,293$3,454$1,293
Total Functional Expenses$304,397$61,964$12,398$378,759

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$378,759
Total Expenses per Audited Statements$378,759
Total Expenses per Form 990$378,759
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Part VI, Line 11B: Form 990 Review Process

The board of directors will review the return before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

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
Amy Gaw
Title
Director
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Williams
Formed
2013
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
8,000

Preparer

Firm
Guzman & Gray Certified Public Accountants
Address
4510 E Pacific Coast Highway Suite, Long Beach, CA 90804
Preparer
Patrick S Guzman CPA
Phone
5624980997
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: grapevine out-the mission of this program is to empower female victims of domestic abuse to identify, recover from, and resist abusive relationships. Achievements:i) the organization provide support groups, monthly meeting, and 6-week empowerment classes to approximately 450 women and teens girls from abusive relationships. Partner sites include crittenton, lighhouse recovery home, and sheepfold. Classes include: coping with triggers, love doesn't have to hurt, identifying healthy relationships, as well as art therapy classes. Ii) williamson family nights: the organization provide weekly fun night including dinner, recreation, and activities to approximately 20 individuals from families in the williamson neighborhood. Other program services 5: 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 houlessness. Achievements:i) the organization currently are partnering with coast to coast, future in humanity, mercy house, good samaritan center & acts of kindness of first evangelical free church of fullerton to place volunteers to help love our neighbors without homes.ii)motel families: the organization host a variety of activities to support familes and individuals living in a local motel. Activities include weekly meals on wednesday for average 125 individuals, family fun nights on friday for 50-75 people, faith community gathering sunday evening, and after-school kids club three days a week to approximately 40 children. Other program services 6: 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. Achievements:i) hosted a one-day multi-city serve day for 6500 volunteers to participate in a variety community service improvement projects in their city. Participating cities included brea, placentia, fullerton, anaheim, and buena park. Approximately 6500 volunteers offered 19,500 volunteers hours to their communities resulting in value of $449,865 to our community. This day is a catalyst for the other 364 days of the year to make a difference in our cities.

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IRS990/PrincipalOfficerNm0JAY WILLIAMS
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IRS990/ProgSrvcAccomActy2Grp/Desc0GRAPEVINE OUT-THE MISSION OF THIS PROGRAM IS TO EMPOWER FEMALE VICTIMS OF DOMESTIC ABUSE TO IDENTIFY, RECOVER FROM, AND RESIST ABUSIVE RELATIONSHIPS. ACHIEVEMENTS:I) THE ORGANIZATION PROVIDE SUPPORT GROUPS, MONTHLY MEETING, AND 6-WEEK EMPOWERMENT CLASSES TO APPROXIMATELY 450 WOMEN AND TEENS GIRLS FROM ABUSIVE RELATIONSHIPS. PARTNER SITES INCLUDE CRITTENTON, LIGHHOUSE RECOVERY HOME, AND SHEEPFOLD. CLASSES INCLUDE: COPING WITH TRIGGERS, LOVE DOESN'T HAVE TO HURT, IDENTIFYING HEALTHY RELATIONSHIPS, AS WELL AS ART THERAPY CLASSES. II) WILLIAMSON FAMILY NIGHTS: THE ORGANIZATION PROVIDE WEEKLY FUN NIGHT INCLUDING DINNER, RECREATION, AND ACTIVITIES TO APPROXIMATELY 20 INDIVIDUALS FROM FAMILIES IN THE WILLIAMSON NEIGHBORHOOD.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt081700
IRS990/ProgSrvcAccomActy3Grp/Desc0NEIGHBORHOOD INITIATIVE-THE MISSION OF THIS PROGRAM IS TO UNITE CHURCHES, CITY GOVERNMENT, LOCAL BUSINESSES, PUBLIC SCHOOLS, UNIVERSITIES, SOCIAL ORGANIZATIONS, AND RESIDENTS LIVING IN FULLERTON TO CREATE A THRIVING CITY WHERE PEOPLE EXPERIENCE COMMUNITY AND ARE EMPOWERED TO LOVE AND SERVE THEIR NEIGHBORS. HOSTED "THANKSGIVING WITH OUR NEIGHBOR" WITH OVER 2200 COMMUNITY MEMBERS FROM THE MAPLE AND VALENCIA PARK ELEMENTARY SCHOOL AREAS. OVER 350 COMMUNITY AND CHURCH MEMBERS VOLUNTEERED AT THE TWO SCHOOLS. HEARD FEEDBACK ABOUT THE COMMUNITY FROM 120 RESIDENTS NEAR VALENCIA PARK ELEMENTARY. HOSTED EASTER EGG HUNT FOR 700 STUDENTS AT VALENCIA PARK ELEMENTARY. HOSTED "LOVE FULLERTON" A CITY-WIDE SERVE DAY. NEARLY 3000 VOLUNTEERS AND OVER 80 CHURCHES PARTICIPATED IN 65 PROJECTS TO BEAUTIFY THE CITY AND SCHOOLS. INTRODUCED PEOPLE TO THE NEEDS AND OPPORTUNITIES IN OUR CITY. HOSTED TWO MINI "LOVE FULLERTON" SERVE DAYS ALLOWING FOR CONTINUED SERVICE OPPORTUNITIES. HOSTED SUMMER SCHOOL PROGRAMS FOR APPROXIMATELY 60 STUDENTS IN THE VALENCIA PARK NEIGHBORHOOD IN COLLABORATION WITH FIVE CHURCHES, INCLUDING VOLUNTEERS FROM CALIFORNIA STATE UNIVERSITY OF FULLERTON.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: GRAPEVINE OUT-THE MISSION OF THIS PROGRAM IS TO EMPOWER FEMALE VICTIMS OF DOMESTIC ABUSE TO IDENTIFY, RECOVER FROM, AND RESIST ABUSIVE RELATIONSHIPS. ACHIEVEMENTS:I) THE ORGANIZATION PROVIDE SUPPORT GROUPS, MONTHLY MEETING, AND 6-WEEK EMPOWERMENT CLASSES TO APPROXIMATELY 450 WOMEN AND TEENS GIRLS FROM ABUSIVE RELATIONSHIPS. PARTNER SITES INCLUDE CRITTENTON, LIGHHOUSE RECOVERY HOME, AND SHEEPFOLD. CLASSES INCLUDE: COPING WITH TRIGGERS, LOVE DOESN'T HAVE TO HURT, IDENTIFYING HEALTHY RELATIONSHIPS, AS WELL AS ART THERAPY CLASSES. II) WILLIAMSON FAMILY NIGHTS: THE ORGANIZATION PROVIDE WEEKLY FUN NIGHT INCLUDING DINNER, RECREATION, AND ACTIVITIES TO APPROXIMATELY 20 INDIVIDUALS FROM FAMILIES IN THE WILLIAMSON NEIGHBORHOOD. OTHER PROGRAM SERVICES 5: 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 HOULESSNESS. ACHIEVEMENTS:I) THE ORGANIZATION CURRENTLY ARE PARTNERING WITH COAST TO COAST, FUTURE IN HUMANITY, MERCY HOUSE, GOOD SAMARITAN CENTER & ACTS OF KINDNESS OF FIRST EVANGELICAL FREE CHURCH OF FULLERTON TO PLACE VOLUNTEERS TO HELP LOVE OUR NEIGHBORS WITHOUT HOMES.II)MOTEL FAMILIES: THE ORGANIZATION HOST A VARIETY OF ACTIVITIES TO SUPPORT FAMILES AND INDIVIDUALS LIVING IN A LOCAL MOTEL. ACTIVITIES INCLUDE WEEKLY MEALS ON WEDNESDAY FOR AVERAGE 125 INDIVIDUALS, FAMILY FUN NIGHTS ON FRIDAY FOR 50-75 PEOPLE, FAITH COMMUNITY GATHERING SUNDAY EVENING, AND AFTER-SCHOOL KIDS CLUB THREE DAYS A WEEK TO APPROXIMATELY 40 CHILDREN. OTHER PROGRAM SERVICES 6: 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. ACHIEVEMENTS:I) HOSTED A ONE-DAY MULTI-CITY SERVE DAY FOR 6500 VOLUNTEERS TO PARTICIPATE IN A VARIETY COMMUNITY SERVICE IMPROVEMENT PROJECTS IN THEIR CITY. PARTICIPATING CITIES INCLUDED BREA, PLACENTIA, FULLERTON, ANAHEIM, AND BUENA PARK. APPROXIMATELY 6500 VOLUNTEERS OFFERED 19,500 VOLUNTEERS HOURS TO THEIR COMMUNITIES RESULTING IN VALUE OF $449,865 TO OUR COMMUNITY. THIS DAY IS A CATALYST FOR THE OTHER 364 DAYS OF THE YEAR TO MAKE A DIFFERENCE IN OUR CITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS WILL REVIEW THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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