Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Liabilities / Revenue
39th percentile
Higher debt load relative to revenue than 39% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
82nd percentile
Higher top officer pay than 82% of similar nonprofits.
Top officer pay equals 13.1% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Assets
Up$133,505
Up $38,190 (+40%) from 2022
Net Assets
Down$88,800
Down $6,515 (-6.8%) from 2022
Liabilities
Up$44,705
Up $44,705 from 2022
Revenue
Up$1,103,264
Up $807,539 (+273%) from 2022
Expenses
Up$1,109,779
Up $710,667 (+178%) from 2022
Net Income
Up-$6,515
Up $96,872 (+94%) from 2022
To close social and health disparities in orange county, ca. We do this by bringing community stakeholders together to advance data-driven strategies.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cash and Non-Interest-Bearing Accounts | $95,315 | $133,505 | ▲ $38,190 |
| Rtn Earn Endowment Incm Other Fnds | $95,315 | $88,800 | ▼ $6,515 |
| Loans From Officers Directors | $0 | $44,705 | ▲ $44,705 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $95,315 | $133,505 | ▲ $38,190 |
| Liabilities | |||
| Total Liabilities | $0 | $44,705 | ▲ $44,705 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $95,315 | $88,800 | ▼ $6,515 |
| Total Liabilities and Net Assets / Fund Balance | $95,315 | $133,505 | ▲ $38,190 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Torhon Barnes | Director of Sd / Sec | FT | $144,576 | $144,576 |
| Tammy Peng | Treasurer / Director of Ops | FT | $143,750 | $143,750 |
| Katie Tran | Director of Outreach | FT | $103,750 | $103,750 |
| Name | Title |
|---|---|
| Katie Kalvoda | President / Director |
| Clayton Chau | Director |
| Katherine Amoukhteh | Director |
| Timothy Henderson | Director |
| Line Item | Amount |
|---|---|
| Other Expenses | $616,652 |
| Salaries, Compensation, and Employee Benefits | $493,127 |
| Total Fundraising Expense | $2,831 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $301,863 | $525 | - | $302,388 |
| Current Officers, Directors, Trustees, and Key Employees | $266,681 | $21,645 | - | $288,326 |
| Other Salaries and Wages | $160,003 | $8,421 | - | $168,424 |
| Advertising | $64,190 | - | - | $64,190 |
| Conferences and Meetings | $59,751 | $313 | - | $60,064 |
| Information Technology | $52,977 | $356 | - | $53,333 |
| Occupancy | $43,161 | $3,585 | - | $46,746 |
| Payroll Taxes | $32,739 | $3,638 | - | $36,377 |
| Office Expenses | $35,494 | $673 | - | $36,167 |
| Fees for Services Accounting | - | $6,050 | - | $6,050 |
| Insurance | $3,719 | $39 | - | $3,758 |
| Travel | $1,973 | - | - | $1,973 |
| Other Expenses | $275 | - | $2,831 | $275 |
| Total Functional Expenses | $1,061,703 | $45,245 | $2,831 | $1,109,779 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $0 | $44,705 | ▲ $44,705 |
“The organization does not have a committee with authority to act on behalf of the governing body.”
“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.”
“Periodic reviews are conducted to ensure compliance with the conflict of interest policy.”
“The organization's governing documents, conflict of interest policy, and financials are made available upon request.”
“Audio & visual: program service expenses 6,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,500. Consulting: program service expenses 25,050. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,050. Event planning and coordination: program service expenses 22,500. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,500. Hr: program service expenses 0. Management and general expenses 184. Fundraising expenses 0. Total expenses 184. Payroll fees: program service expenses 3,068. Management and general expenses 341. Fundraising expenses 0. Total expenses 3,409. Printing: program service expenses 34,895. Management and general expenses 0. Fundraising expenses 0. Total expenses 34,895. Research: program service expenses 136,293. Management and general expenses 0. Fundraising expenses 0. Total expenses 136,293. Translation: program service expenses 9,922. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,922. Web developer: program service expenses 63,635. Management and general expenses 0. Fundraising expenses 0. Total expenses 63,635.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO CLOSE SOCIAL AND HEALTH DISPARITIES IN ORANGE COUNTY, CA. WE DO THIS BY BRINGING COMMUNITY STAKEHOLDERS TOGETHER TO ADVANCE DATA-DRIVEN STRATEGIES. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 64190 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 64190 |
| IRS990/AllOtherContributionsAmt | 0 | 67652 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9492290593 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 31726 RANCHO VIEJO RD 101 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN JUAN CAPISTRANO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92675 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 95315 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 133505 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 21645 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 266681 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 288326 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 313 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 59751 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 60064 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 67652 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 0 |
| IRS990/CYOtherExpensesAmt | 0 | 616652 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1035612 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -6515 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 493127 |
| IRS990/CYTotalExpensesAmt | 0 | 1109779 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 2831 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1103264 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | OC HEALTHY AGING ASSESSMENT: PERFORMED NEEDS ASSESSMENT FOR THE OLDER ADULTS POPULATION IN ORANGE COUNTY TO INFORM THE COUNTY'S MASTER PLAN ON AGING. PROGRAM DELIVERABLES INCLUDE STAKEHOLDER INTERVIEWS, PROVIDER AND COMMUNITY SURVEYS AND FOCUS GROUPS OF ORANGE COUNTY RESIDENTS 60+ YEARS AND THEIR CAREGIVERS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 5 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 667300 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 6050 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 6050 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 525 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 301863 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 302388 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 50.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | KATIE KALVODA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | CLAYTON CHAU |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KATHERINE AMOUKHTEH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TIMOTHY HENDERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | TORHON BARNES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | TAMMY PENG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | KATIE TRAN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 144576 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 143750 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 103750 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT / DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR OF SD / SEC |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TREASURER / DIR. OF OPS |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR OF OUTREACH |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2019 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1103264 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 3 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 356 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 52977 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 53333 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 39 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 3719 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 3758 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 1 |
| IRS990/LoansFromOfficersDirectorsGrp/BOYAmt | 0 | 0 |
| IRS990/LoansFromOfficersDirectorsGrp/EOYAmt | 0 | 44705 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO CLOSE SOCIAL AND HEALTH DISPARITIES IN ORANGE COUNTY, CA. WE DO THIS BY BRINGING COMMUNITY STAKEHOLDERS TOGETHER TO ADVANCE DATA-DRIVEN STRATEGIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 95315 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 88800 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 3585 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 43161 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 46746 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 673 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 35494 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 36167 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | SURVEY EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | FUNDRAISING EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | REGISTRATION FEE |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 2831 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 38877 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 275 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 38877 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2831 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 275 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 8421 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 160003 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 168424 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 3638 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 32739 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 36377 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | TORHON BARNES |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | OC HEALTHY AGING |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EQUITY IN OC |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | OTHER PROGRAM REVENUE |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | NORTHSTAR |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 465040 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 300000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 170572 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 100000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 465040 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 300000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 170572 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 100000 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | EQUITY IN OC: INVESTIGATED HEALTH DISPARITIES FOR SIX UNDERSERVED POPULATIONS IN ORANGE COUNTY, DELIVERING DATA INTELLIGENCE AND POPULATION OVERVIEWS ON THE SOCIAL DETERMINANTS OF HEALTH IMPACTING THEM. PROVIDED DATA CONSULTING AND SUPPORT TO OVER 250 NONPROFIT ORGANIZATIONS AND WORKED WITH NUMEROUS COUNTY AGENCIES IN SUPPORT OF EQUITY RELATED INITIATIVES. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 204765 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 300000 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | NORTHSTAR: PERFORMED OUTREACH AND COMMUNITY ENGAGEMENT SERVICES TO DISINVESTED IMMIGRANT COMMUNITIES IN ORANGE COUNTY, SPECIFICALLY AAPI COMMUNITIES IN ADDITION TO OTHER HISTORICALLY MARGINALIZED GROUPS SUCH AS THE BLACK COMMUNITY, TO INFORM THEM ABOUT ECONOMIC EMPOWERMENT SERVICES CONSISTING OF ENTREPRENEURSHIP, BUSINESS MENTORSHIP AND INCUBATION, AND FINANCIAL LITERACY COURSES OFFERED THROUGH A NETWORK OF COMMUNITY-BASED ORGANIZATIONS. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 101034 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 100000 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | OTHER: CONDUCTED STRATEGIC RESEARCH AND DEPLOYED INNOVATIVE DATA SOLUTIONS TO THE NONPROFIT AND PUBLIC SECTOR USING AN EQUITY LENS TO ADVANCE SOCIAL PROGRESS AND CLOSE HEALTH DISPARITIES. |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 88604 |
| IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt | 0 | 170572 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 37294 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2560 |
| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 396552 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 258431 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -103387 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 399112 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 295725 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -6515 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 465040 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 95315 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 88800 |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 67652 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 37294 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 72500 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 177446 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 1872124 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 118487 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 58959 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 67652 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 37294 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 72500 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 177446 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 177446 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt | 0 | 44705 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd | 0 | 1 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd | 0 | 0 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt | 0 | TO COVER BUSINESS OPERATING EXPENSES. |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd | 0 | X |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt | 0 | 44705 |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm | 0 | KATIE KALVODA |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt | 0 | DIRECTOR |
| IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd | 0 | 0 |
| IRS990ScheduleL/TotalBalanceDueAmt | 0 | 44705 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE MADE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | AUDIO & VISUAL: PROGRAM SERVICE EXPENSES 6,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,500. CONSULTING: PROGRAM SERVICE EXPENSES 25,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,050. EVENT PLANNING AND COORDINATION: PROGRAM SERVICE EXPENSES 22,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,500. HR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 184. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184. PAYROLL FEES: PROGRAM SERVICE EXPENSES 3,068. MANAGEMENT AND GENERAL EXPENSES 341. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,409. PRINTING: PROGRAM SERVICE EXPENSES 34,895. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,895. RESEARCH: PROGRAM SERVICE EXPENSES 136,293. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,293. TRANSLATION: PROGRAM SERVICE EXPENSES 9,922. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,922. WEB DEVELOPER: PROGRAM SERVICE EXPENSES 63,635. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,635. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART IX, LINE 11G |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 95315 |
| IRS990/TotalAssetsEOYAmt | 0 | 133505 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 95315 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 133505 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 67652 |
| IRS990/TotalEmployeeCnt | 0 | 5 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 2831 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 45245 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 1061703 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1109779 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 44705 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 44705 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 95315 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 88800 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOtherProgSrvcExpenseAmt | 0 | 88604 |
| IRS990/TotalOtherProgSrvcRevenueAmt | 0 | 170572 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1061703 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1035612 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 392076 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1035612 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1103264 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 4 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 95315 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 133505 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 1973 |
| IRS990/TravelGrp/TotalAmt | 0 | 1973 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 31726 RANCHO VIEJO RD 101 |
| IRS990/USAddress/CityNm | 0 | SAN JUAN CAPISTRANO |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 92675 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | WWW.ADVANCEOC.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TAMMY PENG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER / DIR. OF OPS |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9492290593 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ADVANCE OC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ADVA |
| ReturnHeader/Filer/EIN | 0 | 842791104 |
| ReturnHeader/Filer/PhoneNum | 0 | 9492290593 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 31726 RANCHO VIEJO RD 101 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAN JUAN CAPISTRANO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92675 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 390859910 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BAKER TILLY ADVISORY GROUP LP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 18500 VON KARMAN AVE 10TH FLOOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | IRVINE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92612 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9492222999 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRIAN YACKER |
| ReturnHeader/ReturnTs | 0 | 2024-11-15T14:50:13-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.