Civic Intelligence

Advance Oc

990 • Fiscal year 2023 • EIN 84-2791104

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

31726 Rancho Viejo Rd 101San Juan Capistrano, CA 92675

(949) 229-0593

Siviq Scores

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

Liabilities / Assets

77th percentile

0.33x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

38th percentile

-0.6%

Higher net margin than 38% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$144,576

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

86th percentile

40%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

273%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

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

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$133,505
Liabilities$44,705
Net Assets$88,800

Operations Trend

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

2023

Revenue$1,103,264
Expenses$1,109,779
Net Income-$6,515
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$1,103,264
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.

Balance Sheet Detail
LineBeginningEndChange
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Torhon BarnesDirector of Sd / SecFT$144,576$144,576
Tammy PengTreasurer / Director of OpsFT$143,750$143,750
Katie TranDirector of OutreachFT$103,750$103,750

Board Members and Trustees

NameTitle
Katie KalvodaPresident / Director
Clayton ChauDirector
Katherine AmoukhtehDirector
Timothy HendersonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$67,652
Program Service Revenue
$1,035,612
Investment Income
$0
Other Revenue
$0
All Other Contributions
$67,652
Change in Net Assets
$-6,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
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$0$44,705▲ $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
No
Other officer compensation reviewed
No
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 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
Tammy Peng
Title
Treasurer / Director of Ops
Phone
9492290593
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Torhon Barnes
Formed
2019
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
5
Volunteers
4

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

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.

Raw XML Appendix390 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0177446
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01872124
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0118487
IRS990ScheduleA/SubstantialContributorsTotAmt058959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt067652
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0177446
IRS990ScheduleA/TotalSupportAmt0177446
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
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt044705
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO COVER BUSINESS OPERATING EXPENSES.
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt044705
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0KATIE KALVODA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0DIRECTOR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt044705
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/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUDIO & 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/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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/TotalAssetsBOYAmt095315
IRS990/TotalAssetsEOYAmt0133505
IRS990/TotalAssetsGrp/BOYAmt095315
IRS990/TotalAssetsGrp/EOYAmt0133505
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt067652
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02831
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045245
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01061703
IRS990/TotalFunctionalExpensesGrp/TotalAmt01109779
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt044705
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt044705
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt095315
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt088800
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt088604
IRS990/TotalOtherProgSrvcRevenueAmt0170572
IRS990/TotalProgramServiceExpensesAmt01061703
IRS990/TotalProgramServiceRevenueAmt01035612
IRS990/TotalReportableCompFromOrgAmt0392076
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01035612
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01103264
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt095315
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0133505
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01973
IRS990/TravelGrp/TotalAmt01973
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/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.ADVANCEOC.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMMY PENG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER / DIR. OF OPS
ReturnHeader/BusinessOfficerGrp/PhoneNum09492290593
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09492222999
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN YACKER
ReturnHeader/ReturnTs02024-11-15T14:50:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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