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Nonprofiteer
← ADVANCE OC

Form 990 for tax year 2024

Filed by ADVANCE OC.

Totals

Total revenue
$684,638
Total expenses
$637,045
Contributions and grants received
$166,699
Grants paid
$0
Program service revenue
$517,939
Investment income
$0
Other revenue
$0
Total assets, end of year
$142,956
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$142,956
Program services expenses (Part IX)
$561,958
Management and general expenses
$66,791
Fundraising expenses
$8,296
Program service expenses (Part III)
$561,958

Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $166,699

  • 2a · Program service revenue: EQUITY IN OC

    total $165,000 · related or exempt $165,000

  • 2b · Program service revenue: OTHER PROGRAM REVENUE

    total $157,729 · related or exempt $157,729

  • 2c · Program service revenue: OC HEALTHY AGING

    total $115,210 · related or exempt $115,210

  • 2d · Program service revenue: NORTHSTAR

    total $80,000 · related or exempt $80,000

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $155,000 · program services $116,750 · management and general $30,500 · fundraising $7,750

  • 7 · Other salaries and wages

    total $180,000 · program services $180,000

  • 10 · Payroll taxes

    total $27,273 · program services $25,653 · management and general $1,074 · fundraising $546

  • 11c · Fees: accounting

    total $13,831 · management and general $13,831

  • 11g · Fees: other

    total $102,791 · program services $90,054 · management and general $12,737

  • 12 · Advertising and promotion

    total $20,680 · program services $20,641 · management and general $39

  • 13 · Office expenses

    total $6,990 · program services $5,464 · management and general $1,526

  • 14 · Information technology

    total $45,200 · program services $43,166 · management and general $2,034

  • 16 · Occupancy

    total $54,070 · program services $54,070

  • 17 · Travel

    total $1,956 · program services $1,747 · management and general $209

  • 19 · Conferences, conventions and meetings

    total $10,810 · program services $10,724 · management and general $86

  • 23 · Insurance

    total $4,047 · program services $2,944 · management and general $1,103

  • 24a · Other expenses: SUPPLIES

    total $6,014 · program services $6,014

  • 24b · Other expenses: SURVEY EXPENSES

    total $4,185 · program services $4,185

  • 24c · Other expenses: STAFF MEETING

    total $1,783 · management and general $1,783

  • 24d · Other expenses: PROFESSIONAL DEV.

    total $1,129 · management and general $1,129

  • 24e · All other expenses

    total $1,286 · program services $546 · management and general $740

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $133,505 · end of year $142,956

  • 22 · Loans and payables to officers and key people

    beginning of year $44,705

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $88,800 · end of year $142,956

Mission and programs · 2024

Mission

A NONPROFIT RESEARCH AND TECHNOLOGY ORGANIZATION DEDICATED TO CLOSING SOCIAL AND HEALTH DISPARITIES THROUGH DATA-DRIVEN, COMMUNITY-CENTERED DESIGN. OUR MISSION IS TO LEVERAGE DATA FOR GOOD - TRANSFORMING LIVED EXPERIENCE INTO ACTIONABLE INSIGHTS THAT DRIVE EQUITY, JUSTICE, AND SYSTEMS CHANGE. BY LEVERAGING EMERGING TECHNOLOGIES LIKE ARTIFICIAL INTELLIGENCE AND ELEVATING VOICES FROM HISTORICALLY MARGINALIZED COMMUNITIES, WE CREATE DATA PRODUCTS TO TRANSFORM PUBLIC POLICY AND ACHIEVE A MORE JUST SOCIETY.

Activities or mission (Part I)

TO LEVERAGE DATA FOR GOOD TO CLOSE SOCIAL AND HEALTH DISPARITIES.

  • 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.

    Expenses $132,586 · Revenue $115,210

  • 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.

    Expenses $131,573 · Revenue $165,000

  • 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.

    Expenses $95,446 · Revenue $80,000

  • 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.

    Expenses $202,353 · Revenue $157,729

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Torhon Barnes

    DIRECTOR OF STRATEGIC PARTNERSHIPS

    Total calculated
    $80,000
    From this org
    $80,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Tammy Peng

    DIRECTOR OF OPERATIONS

    Total calculated
    $75,000
    From this org
    $75,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Clayton Chau

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Kelita Gardner

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Katrina Kalvoda

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Karin Kalk

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Timothy Henderson

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Katherine Amoukhteh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Derek Serrano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202503169349308400

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