Civic Intelligence

The Obria Group Inc

EIN 59-3804603 • 501(c)3 • Santa Ana, CA

Profile

Our mission is to create a unified national brand of women's health clinics to more effectively compete and provide proactive, effective, medical services to those in need.

2001 East 1st Street Suite 209Santa Ana, CA 92705

www.obriagroup.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.15x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.12x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

86th percentile

33%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$1,399,565

Up $353,185 (+34%) from 2023

Liabilities

Down

$208,439

Down $1,645 (-0.8%) from 2023

Net Assets

Up

$1,191,126

Up $354,830 (+42%) from 2023

Revenue

Down

$1,808,801

Down $60,488 (-3.2%) from 2023

Expenses

Down

$1,389,605

Down $271,476 (-16%) from 2023

Net Income

Up

$419,196

Up $210,988 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $0Net Assets 2010: $02010Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2017: $519,310Liabilities 2017: $327,845Net Assets 2017: $191,4652017Assets 2018: $969,760Liabilities 2018: $420,449Net Assets 2018: $549,3112018Assets 2019: $710,779Liabilities 2019: $136,762Net Assets 2019: $574,0172019Assets 2020: $964,119Liabilities 2020: $343,410Net Assets 2020: $620,7092020Assets 2021: $1,132,480Liabilities 2021: $102,971Net Assets 2021: $1,029,5092021Assets 2022: $788,301Liabilities 2022: $137,953Net Assets 2022: $650,3482022Assets 2023: $1,046,380Liabilities 2023: $210,084Net Assets 2023: $836,2962023Assets 2024: $1,399,565Liabilities 2024: $208,439Net Assets 2024: $1,191,1262024

Highlighted filing

2024

Assets$1,399,565
Liabilities$208,439
Net Assets$1,191,126

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $2,2152010Revenue 2012: $725Expenses 2012: $725Net Income 2012: $02012Revenue 2017: $863,342Expenses 2017: $671,877Net Income 2017: $191,4652017Revenue 2018: $863,881Expenses 2018: $1,311,149Net Income 2018: -$447,2682018Revenue 2019: $2,179,048Expenses 2019: $2,154,341Net Income 2019: $24,7072019Revenue 2020: $3,496,614Expenses 2020: $3,449,921Net Income 2020: $46,6932020Revenue 2021: $3,231,581Expenses 2021: $2,822,780Net Income 2021: $408,8012021Revenue 2022: $1,424,810Expenses 2022: $1,710,671Net Income 2022: -$285,8612022Revenue 2023: $1,869,289Expenses 2023: $1,661,081Net Income 2023: $208,2082023Revenue 2024: $1,808,801Expenses 2024: $1,389,605Net Income 2024: $419,1962024

Highlighted filing

2024

Revenue$1,808,801
Expenses$1,389,605
Net Income$419,196

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$1,886,642
Mission and Program Overview

Mission

Our mission is to create a unified national brand of women's health clinics to more effectively compete and provide proactive, effective, medical services to those in need.

Our mission is to create a unified national brand of women's health clinics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$38,028$1,262,982▲ $1,224,954
Rtn Earn Endowment Incm Other Fnds$836,296$1,191,126▲ $354,830
Cash and Non-Interest-Bearing Accounts$221,342$118,386▼ $102,956
Investments in Publicly Traded Securities$116,766--
Loans From Officers Directors-$90,000-
Prepaid Expenses and Deferred Charges$2,910$2,059▼ $851
Savings and Temporary Cash Investments$635,522$116▼ $635,406
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,046,380$1,399,565▲ $353,185
Other Assets Total$31,812$16,022▼ $15,790
Liabilities
Accounts Payable and Accrued Expenses$210,084$118,439▼ $91,645
Total Liabilities$210,084$208,439▼ $1,645
Net Assets / Fund Balance
Total Net Assets Fund Balance$836,296$1,191,126▲ $354,830
Total Liabilities and Net Assets / Fund Balance$1,046,380$1,399,565▲ $353,185
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry TaylorCEOPT$138,461$11,140$149,601

Board Members and Trustees

NameTitle
Justin AlvarezBoard Chair
Steph BuschVice Chair
Jean-paul AfifDirector
Tina SchaafDirector
Dr Pete AnzaldoMedical Director
Catherine HadroSecretary
Kelly GatesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,741,495
Program Service Revenue
$9,150
Investment Income
$80,722
Other Revenue
$-22,566
All Other Contributions
$1,709,645
Change in Net Assets
$419,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$732,283
Other Expenses$553,940
Total Fundraising Expense$134,195
Grants and Similar Amounts Paid$103,382
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$364,452$48,594$72,890$485,936
Fees for Services Legal-$331,575-$331,575
Current Officers, Directors, Trustees, and Key Employees$103,846$13,846$20,769$138,461
Grants to Domestic Orgs$103,382--$103,382
Travel$40,067$13,611$3,890$57,568
Other Employee Benefits$40,536$5,405$8,107$54,048
Payroll Taxes$38,339$5,112$7,668$51,119
Fees for Services Other$24,750$17,720-$42,470
Fees for Services Accounting$15,606$7,803$7,803$31,212
Information Technology$10,783--$10,783
All Other Expenses$5,787$4,273-$10,060
Insurance$2,659$3,085$341$6,085
Other Expenses$8,263$2,754$5,021$5,021
Office Expenses$931$1,249$2,705$4,885
Conferences and Meetings$2,366$789-$3,155
Pension Plan Contributions$2,039$272$408$2,719
Total Functional Expenses$785,468$469,942$134,195$1,389,605
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Obria Medical Clinics of Southern CaliforniaSanta Ana, CA-Provide All Women With Suport Needed During Their Pregnancy$103,382
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$25,441
Fundraising Gross Income$2,250
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
19th Annual Gala$34,100$2,250$13,917$-11,667
Total Events$34,100$2,250$25,441$-23,191
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
Loans from Officers, Directors, Trustees, and Key Employees-$90,000-
Governance and Compliance

Governance Checklist

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

A copy of form 990 was provided to the finance committee before filing.

Form 990, Part VI, Section B, Line 12C

Board members review and resign the policy on an annual basis.

Form 990, Part VI, Section B, Line 15

The organization has a written employment contract with the ceo that has been approved by the board.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
The Obria Group Inc
EIN
59-3804603
Phone
7145169045
Address
2001 EAST 1ST STREET SUITE 209, SANTA ANA, CA 92705

Signing Officer

Name
Justin Alvarez
Title
Board Chair
Phone
7145169045
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Alvarez
Formed
2005
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
11
Volunteers
4

Preparer

Firm
Redwitz Inc
Address
3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Preparer
Rob Redwitz
Phone
9497531514
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0AFFILIATE MARKETING FE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09150
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09150
IRS990/ProgSrvcAccomActy2Grp/Desc0THE OBRIA GROUP PROVIDES SUPPORT SERVICES FOR ITS AFFILIATE ORGANIZATIONS IN THE AREAS OF WEBSITE DESIGN AND MAINTENANCE, MARKETING/SOCIAL MEDIA PRESENCE AND STAFF DEVELOPMENT AND TRAINING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0138508
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09150
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01870307
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0555345
IRS990/PYInvestmentIncomeAmt044170
IRS990/PYOtherExpensesAmt0553128
IRS990/PYOtherRevenueAmt0-45188
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0208208
IRS990/PYSalariesCompEmpBnftPaidAmt0552608
IRS990/PYTotalExpensesAmt01661081
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01869289
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0419196
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0836296
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01191126
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0635522
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01741495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01870307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01463765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02996044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03501350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011572961
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01273
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02266
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03362
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03569
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010480
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80350
IRS990ScheduleA/PublicSupportPY170Pct00.91490
IRS990ScheduleA/PublicSupportTotal170Amt09307505
IRS990ScheduleA/SubstantialContributorsTotAmt02265456
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01741495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01870307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01463765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02996044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03501350
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011572961
IRS990ScheduleA/TotalSupportAmt011583441
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt031850
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt031850
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025441
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm019TH ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02250
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-23191
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013917
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013917
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011524
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt011524
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0103382
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE ALL WOMEN WITH SUPORT NEEDED DURING THEIR PREGNANCY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OBRIA MEDICAL CLINICS OF SOUTHERN CALIFORNIA
IRS990ScheduleI/RecipientTable/RecipientEIN0330150193
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02001 EAST 1ST STREET SUITE 209
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA ANA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092705
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE CEO THAT HAS BEEN APPROVED BY THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt090000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0JUSTIN ALVAREZ
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0SHORT-TERM LOAN FROM BOARD CHAIR TO COVER ORGANIZATION'S OPERATING FUNDS.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt090000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD CHAIR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt090000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 WAS PROVIDED TO THE FINANCE COMMITTEE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS REVIEW AND RESIGN THE POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE CEO THAT HAS BEEN APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0THE OBRIA GROUP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OBRIA MEDICAL CLINICS OF SOUTHERN CALIFORNIA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330150193
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)

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