Civic Intelligence

Advance Oc

EIN 84-2791104 • 501(c)3 • San Juan Capistrano, CA

Pub. 78 Eligible

Profile

To close social and health disparities in orange county, ca. We do this by bringing community stakeholders together to advance data-driven strategies.

31726 Rancho Viejo Rd 101San Juan Capistrano, CA 92675

www.advanceoc.com

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

55th percentile

7.0%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $500k-$1M 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

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

52%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Up

$142,956

Up $9,451 (+7.1%) from 2023

Liabilities

Down

$0

Down $44,705 (-100%) from 2023

Net Assets

Up

$142,956

Up $54,156 (+61%) from 2023

Revenue

Down

$684,638

Down $418,626 (-38%) from 2023

Expenses

Down

$637,045

Down $472,734 (-43%) from 2023

Net Income

Up

$47,593

Up $54,108 (+831%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $275,496Liabilities 2020: $0Net Assets 2020: $275,4962020Assets 2021: $198,702Liabilities 2021: $0Net Assets 2021: $198,7022021Assets 2022: $95,315Liabilities 2022: $0Net Assets 2022: $95,3152022Assets 2023: $133,505Liabilities 2023: $44,705Net Assets 2023: $88,8002023Assets 2024: $142,956Liabilities 2024: $0Net Assets 2024: $142,9562024

Highlighted filing

2024

Assets$142,956
Liabilities$0
Net Assets$142,956

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $397,796Expenses 2020: $126,366Net Income 2020: $271,4302020Revenue 2021: $252,785Expenses 2021: $329,579Net Income 2021: -$76,7942021Revenue 2022: $295,725Expenses 2022: $399,112Net Income 2022: -$103,3872022Revenue 2023: $1,103,264Expenses 2023: $1,109,779Net Income 2023: -$6,5152023Revenue 2024: $684,638Expenses 2024: $637,045Net Income 2024: $47,5932024

Highlighted filing

2024

Revenue$684,638
Expenses$637,045
Net Income$47,593

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$684,638
Mission and Program Overview

Mission

To close social and health disparities in orange county, ca. We do this by bringing community stakeholders together to advance data-driven strategies.

To leverage data for good to close social and health disparities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$133,505$142,956▲ $9,451
Rtn Earn Endowment Incm Other Fnds$88,800$142,956▲ $54,156
Loans From Officers Directors$44,705--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$133,505$142,956▲ $9,451
Liabilities
Total Liabilities$44,705$0▼ $44,705
Net Assets / Fund Balance
Total Net Assets Fund Balance$88,800$142,956▲ $54,156
Total Liabilities and Net Assets / Fund Balance$133,505$142,956▲ $9,451
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Torhon BarnesDirector of Strategic PartnershipsFT$80,000$80,000
Tammy PengDirector of OperationsFT$75,000$75,000

Board Members and Trustees

NameTitle
Clayton ChauChair
Katrina KalvodaPresident
Kelita GardnerVice Chair
Derek SerranoDirector
Katherine AmoukhtehDirector
Karin KalkSecretary
Timothy HendersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$166,699
Program Service Revenue
$517,939
Investment Income
$0
Other Revenue
$0
All Other Contributions
$166,699
Change in Net Assets
$47,593
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$362,273
Other Expenses$274,772
Total Fundraising Expense$8,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$180,000--$180,000
Current Officers, Directors, Trustees, and Key Employees$116,750$30,500$7,750$155,000
Fees for Services Other$90,054$12,737-$102,791
Occupancy$54,070--$54,070
Information Technology$43,166$2,034-$45,200
Payroll Taxes$25,653$1,074$546$27,273
Advertising$20,641$39-$20,680
Fees for Services Accounting-$13,831-$13,831
Conferences and Meetings$10,724$86-$10,810
Office Expenses$5,464$1,526-$6,990
Insurance$2,944$1,103-$4,047
Travel$1,747$209-$1,956
All Other Expenses$546$740-$1,286
Other Expenses$4,185$1,129-$1,129
Total Functional Expenses$561,958$66,791$8,296$637,045
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
Loans from Officers, Directors, Trustees, and Key Employees$44,705--
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 A, Line 8B

The organization does not have a committee with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 is reviewed by various members of the board of directors. Any questions or proposed revisions/additions are communicated by the reviewers to the outside cpa preparer of the form 990. A copy of the final form 990 is forwarded to all members of the organization's board of directors before it is filed with the internal revenue service.

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

Periodic reviews are conducted to ensure compliance with the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

Board reviews the compensation of top management officials against industry compensation data.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financials are made available upon request.

Filing and Contact Details

Filer

Filer Name
Advance Oc
EIN
84-2791104
Phone
9492290593
Address
31726 RANCHO VIEJO RD 101, SAN JUAN CAPISTRANO, CA 92675

Signing Officer

Name
Katrina Kalvoda
Title
President
Phone
9492290593
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Torhon Barnes
Formed
2019
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
5
Volunteers
7

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll fees: program service expenses 101. Management and general expenses 4,117. Fundraising expenses 0. Total expenses 4,218. Hr services: program service expenses 0. Management and general expenses 37. Fundraising expenses 0. Total expenses 37. Consulting: program service expenses 15,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,000. Community engagement liaison: program service expenses 47,744. Management and general expenses 8,583. Fundraising expenses 0. Total expenses 56,327. Printing services: program service expenses 5,503. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,503. Translation services: program service expenses 7,676. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,676. Web developer: program service expenses 14,030. Management and general expenses 0. Fundraising expenses 0. Total expenses 14,030.

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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt067652
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0616652
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01035612
IRS990/PYRevenuesLessExpensesAmt0-6515
IRS990/PYSalariesCompEmpBnftPaidAmt0493127
IRS990/PYTotalExpensesAmt01109779
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01103264
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt047593
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0115210
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt088800
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0142956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0166699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt067652
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt072500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0344145
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02390063
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44190
IRS990ScheduleA/PublicSupportTotal170Amt0152071
IRS990ScheduleA/SubstantialContributorsTotAmt0192074
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0166699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt067652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt072500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0344145
IRS990ScheduleA/TotalSupportAmt0344145
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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS REVIEWED BY VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR PROPOSED REVISIONS/ADDITIONS ARE COMMUNICATED BY THE REVIEWERS TO THE OUTSIDE CPA PREPARER OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD REVIEWS THE COMPENSATION OF TOP MANAGEMENT OFFICIALS AGAINST INDUSTRY COMPENSATION DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PAYROLL FEES: PROGRAM SERVICE EXPENSES 101. MANAGEMENT AND GENERAL EXPENSES 4,117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,218. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37. CONSULTING: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. COMMUNITY ENGAGEMENT LIAISON: PROGRAM SERVICE EXPENSES 47,744. MANAGEMENT AND GENERAL EXPENSES 8,583. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,327. PRINTING SERVICES: PROGRAM SERVICE EXPENSES 5,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,503. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 7,676. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,676. WEB DEVELOPER: PROGRAM SERVICE EXPENSES 14,030. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,030.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0133505
IRS990/TotalAssetsEOYAmt0142956
IRS990/TotalAssetsGrp/BOYAmt0133505
IRS990/TotalAssetsGrp/EOYAmt0142956
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0166699
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08296
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066791
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0561958
IRS990/TotalFunctionalExpensesGrp/TotalAmt0637045
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt044705
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt044705
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088800
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0142956
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0202353
IRS990/TotalOtherProgSrvcRevenueAmt0157729
IRS990/TotalProgramServiceExpensesAmt0561958
IRS990/TotalProgramServiceRevenueAmt0517939
IRS990/TotalReportableCompFromOrgAmt0155000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0517939
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0684638
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0133505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0142956
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0209
IRS990/TravelGrp/ProgramServicesAmt01747
IRS990/TravelGrp/TotalAmt01956
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt031726 RANCHO VIEJO RD 101
IRS990/USAddress/CityNm0SAN JUAN CAPISTRANO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092675
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.ADVANCEOC.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATRINA KALVODA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09492290593
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCE OC
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0842791104
ReturnHeader/Filer/PhoneNum09492290593
ReturnHeader/Filer/USAddress/AddressLine1Txt031726 RANCHO VIEJO RD 101
ReturnHeader/Filer/USAddress/CityNm0SAN JUAN CAPISTRANO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092675
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018500 VON KARMAN AVE 10TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE

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