Civic Intelligence

Oc United Together

990 • Fiscal year 2017 • EIN 46-3761517

Jul 01, 2016 to Jun 30, 2017 • Filed on May 13, 2018

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

63rd percentile

0.11x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

54th percentile

0.05x

Higher debt load relative to revenue than 54% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$43,665

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

95th percentile

122%

Faster asset growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$377,384

Up $207,360 (+122%) from 2016

Net Assets

Up

$337,232

Up $181,836 (+117%) from 2016

Liabilities

Up

$40,152

Up $25,524 (+174%) from 2016

Revenue

Up

$859,880

Up $367,392 (+75%) from 2016

Expenses

Up

$678,044

Up $299,285 (+79%) from 2016

Net Income

Up

$181,836

Up $68,107 (+60%) from 2016

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

2017

Assets$377,384
Liabilities$40,152
Net Assets$337,232

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

2017

Revenue$859,880
Expenses$678,044
Net Income$181,836
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 13, 2018
Return Version
2016v3.0
Gross Receipts
$859,880
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$143,721$353,354▲ $209,633
Land, Buildings, and Equipment, Net$20,831$19,124▼ $1,707
Prepaid Expenses and Deferred Charges$4,322$1,761▼ $2,561
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$170,024$377,384▲ $207,360
Other Assets Total$850$2,845▲ $1,995
Liabilities
Accounts Payable and Accrued Expenses$14,628$40,152▲ $25,524
Total Liabilities$14,628$40,152▲ $25,524
Net Assets / Fund Balance
Unrestricted Net Assets$126,268$315,000▲ $188,732
Temporarily Rstr Net Assets$29,128$22,232▼ $6,896
Total Net Assets Fund Balance$155,396$337,232▲ $181,836
Total Liabilities and Net Assets / Fund Balance$170,024$377,384▲ $207,360

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$6,199$17,693$23,892
Other Land Buildings$12,925$6,862$19,787
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay WilliamsExecutive DirectorFT$23,911$19,754$43,665

Board Members and Trustees

NameTitle
Tim BliedPresident
Barbara JenningsDirector
Dan HughesDirector
Dan ReyneveldDirector
David FletcherDirector
Jennifer FitzgeraldDirector
Paul BurkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$859,526
Program Service Revenue
$0
Investment Income
$354
Other Revenue
$0
All Other Contributions
$859,526
Change in Net Assets
$181,836

Audited Revenue Reconciliation

Revenue per Audited Statements
$859,880
Revenue Not Reported on Form 990
$33,000
Total Revenue per Audited Statements
$892,880
Total Revenue per Form 990
$859,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$377,202
Other Expenses$300,842
Total Fundraising Expense$16,005
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$157,138$22,184$5,546$184,868
Current Officers, Directors, Trustees, and Key Employees$103,697$14,640$3,660$121,997
Fees for Services Other$59,710$8,430$2,107$70,247
Other Employee Benefits$48,794$6,889$1,722$57,405
Occupancy$17,340$2,448$612$20,400
Payroll Taxes$10,992$1,552$388$12,932
Insurance$10,005$1,412$353$11,770
Depreciation Depletion$9,432$1,332$333$11,097
Conferences and Meetings$5,947$840$210$6,997
Information Technology$5,935$838$209$6,982
Office Expenses$5,408$763$191$6,362
All Other Expenses$3,497$494$124$4,115
Advertising$2,774$392$98$3,264
Other Expenses$1,990$281$70$2,341
Travel$1,856$262$65$2,183
Total Functional Expenses$598,014$64,025$16,005$678,044

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$711,044
Expenses per Audited Statements$678,044
Total Expenses per Form 990$678,044
Expenses Not Reported on Form 990$33,000
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
Jay Williams
Title
Executive Director
Signed
2018-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Williams
Formed
2013
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
8
Volunteers
6,000

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: DOMESTIC ABUSE INITIATIVE-OC Uniteds Domestic Abuse program walks alongside women who have been victims of domestic abuse to help them identify, recover from, and resist abusive relationships. We do this through support groups, healthy relationship classes, art therapy, and mentorship. 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 HOMELESSNESS. ACHIEVEMENTS:MOTEL FAMILIES: THE ORGANIZATION HOSTS A VARIETY OF ACTIVITIES TO SUPPORT FAMILES AND INDIVIDUALS LIVING IN A LOCAL MOTEL. ACTIVITIES INCLUDE WEEKLY MEALS ON WEDNESDAYS, FAMILY FUN NIGHTS ON FRIDAYS, FAITH COMMUNITY GATHERING SUNDAY EVENINGS, AND AFTER-SCHOOL KIDS CLUB. 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. 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.

Other Changes In Net Assets Or Fund Balances - Other Increases

IN KIND RENT = $33000

Other Changes In Net Assets Or Fund Balances - Other Decreases

IN KIND RENT = -$33000

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IRS990/MissionDesc0WE 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.
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06889
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt048794
IRS990/OtherEmployeeBenefitsGrp/TotalAmt057405
IRS990/OtherExpensesGrp/Desc0PROGRAM COST
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt0180
IRS990/OtherExpensesGrp/FundraisingAmt1137
IRS990/OtherExpensesGrp/FundraisingAmt270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0720
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IRS990/OtherExpensesGrp/ProgramServicesAmt23890
IRS990/OtherExpensesGrp/ProgramServicesAmt31990
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IRS990/OtherExpensesGrp/TotalAmt24575
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0184868
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IRS990/PayrollTaxesGrp/FundraisingAmt0388
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IRS990/PayrollTaxesGrp/TotalAmt012932
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04322
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01761
IRS990/PrincipalOfficerNm0JAY WILLIAMS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0NEIGHBORHOOD INITIATIVE-OC United partners with a local school, businesses, and volunteers to develop a united community by empowering parents and children through after-school programming, mentorship, and neighborhood collaborations. OC United hosts a twice a week after-school program providing homework tutoring, mentoring, and character development to 40 elementary students. We also provide a summer school program, SOLful, which provides educationally at-risk elementary students (1st-6th) with academic and creative activities for students to help close the learning gap in the summer.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0105251
IRS990/ProgSrvcAccomActy3Grp/Desc0DOMESTIC ABUSE INITIATIVE-OC Uniteds Domestic Abuse program walks alongside women who have been victims of domestic abuse to help them identify, recover from, and resist abusive relationships. We do this through support groups, healthy relationship classes, art therapy, and mentorship.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0105250
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0492396
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IRS990/PYInvestmentIncomeAmt092
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IRS990/PYOtherExpensesAmt0240039
IRS990/PYRevenuesLessExpensesAmt0113729
IRS990/PYSalariesCompEmpBnftPaidAmt0138720
IRS990/PYTotalExpensesAmt0378759
IRS990/PYTotalRevenueAmt0492488
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IRS990ScheduleD/ExpensesSubtotalAmt0678044
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt017693
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012925
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06862
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IRS990ScheduleD/RevenueSubtotalAmt0859880
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IRS990ScheduleD/TotalExpensesPerForm990Amt0678044
IRS990ScheduleD/TotalRevenuePerForm990Amt0859880
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: DOMESTIC ABUSE INITIATIVE-OC Uniteds Domestic Abuse program walks alongside women who have been victims of domestic abuse to help them identify, recover from, and resist abusive relationships. We do this through support groups, healthy relationship classes, art therapy, and mentorship. 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 HOMELESSNESS. ACHIEVEMENTS:MOTEL FAMILIES: THE ORGANIZATION HOSTS A VARIETY OF ACTIVITIES TO SUPPORT FAMILES AND INDIVIDUALS LIVING IN A LOCAL MOTEL. ACTIVITIES INCLUDE WEEKLY MEALS ON WEDNESDAYS, FAMILY FUN NIGHTS ON FRIDAYS, FAITH COMMUNITY GATHERING SUNDAY EVENINGS, AND AFTER-SCHOOL KIDS CLUB. 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. 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS WILL REVIEW THE RETURN BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IN KIND RENT = $33000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN KIND RENT = -$33000
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt029128
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt022232
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