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Nonprofiteer
← MOMS ORANGE COUNTY

Form 990 for tax year 2024

Filed by MOMS ORANGE COUNTY.

Totals

Total revenue
$2,869,452
Total expenses
$4,233,115
Contributions and grants received
$2,423,224
Grants paid
$0
Program service revenue
$0
Investment income
$481,292
Other revenue
-$35,064
Total assets, end of year
$7,821,380
Total liabilities, end of year
$398,347
Net assets or fund balances, end of year
$7,423,033
Program services expenses (Part IX)
$3,433,358
Management and general expenses
$566,927
Fundraising expenses
$232,830
Program service expenses (Part III)
$3,433,358

Program services were 81.1% 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.

  • 1c · Fundraising events

    $179,127

  • 1e · Government grants (contributions)

    $1,565,903

  • 1f · All other contributions, gifts and grants

    $678,194

  • 1g · Noncash contributions included above

    $66,366

  • 3 · Investment income

    total $144,157 · excluded $144,157

  • 7a · Gross sales of assets other than inventory

    securities $2,550,283

  • 7b · Less cost or other basis and sales expenses

    securities $2,213,148

  • 7c · Gain or loss

    securities $337,135

  • 7d · Net gain or loss

    total $337,135 · related or exempt $337,135

  • 8a · Fundraising events: gross income

    $15,900

  • 8a · Fundraising events: contributions included on line 1c

    $179,127

  • 8b · Fundraising events: direct expenses

    $50,964

  • 8c · Net income from fundraising events

    total -$35,064 · excluded -$35,064

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $465,114 · program services $165,805 · management and general $131,373 · fundraising $167,936

  • 7 · Other salaries and wages

    total $2,551,659 · program services $2,355,722 · management and general $184,414 · fundraising $11,523

  • 8 · Pension plan contributions

    total $1,530 · program services $1,071 · management and general $230 · fundraising $229

  • 9 · Other employee benefits

    total $212,240 · program services $190,769 · management and general $19,565 · fundraising $1,906

  • 10 · Payroll taxes

    total $219,894 · program services $186,190 · management and general $21,618 · fundraising $12,086

  • 11b · Fees: legal

    total $11,066 · management and general $11,066

  • 11c · Fees: accounting

    total $37,062 · management and general $37,062

  • 11f · Fees: investment management

    total $56,630 · management and general $56,630

  • 11g · Fees: other

    total $112,399 · program services $94,141 · management and general $9,917 · fundraising $8,341

  • 12 · Advertising and promotion

    total $29,482 · program services $15,215 · management and general $4,630 · fundraising $9,637

  • 13 · Office expenses

    total $5,899 · program services $5,063 · management and general $78 · fundraising $758

  • 14 · Information technology

    total $111,977 · program services $100,281 · management and general $4,924 · fundraising $6,772

  • 16 · Occupancy

    total $57,623 · program services $48,978 · management and general $4,610 · fundraising $4,035

  • 17 · Travel

    total $32,927 · program services $30,522 · management and general $888 · fundraising $1,517

  • 22 · Depreciation, depletion and amortization

    total $42,021 · program services $36,406 · management and general $4,085 · fundraising $1,530

  • 23 · Insurance

    total $39,639 · program services $3,718 · management and general $35,125 · fundraising $796

  • 24a · Other expenses: IN-KIND EXPENSE

    total $86,967 · program services $86,967

  • 24b · Other expenses: AMORTIZATION

    total $36,650 · program services $34,494 · management and general $2,156

  • 24c · Other expenses: SETTLEMENT

    total $30,000 · management and general $30,000

  • 24d · Other expenses: COMMUNICATIONS

    total $29,344 · program services $26,560 · management and general $986 · fundraising $1,798

  • 24e · All other expenses

    total $62,992 · program services $51,456 · management and general $7,570 · fundraising $3,966

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $901,101 · end of year $657,130

  • 3 · Pledges and grants receivable

    end of year $156,071

  • 4 · Accounts receivable

    beginning of year $142,976 · end of year $193,002

  • 8 · Inventories for sale or use

    beginning of year $120,710 · end of year $89,953

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,758 · end of year $11,580

  • 10a · Land, buildings and equipment: cost or other basis

    $2,676,984

  • 10b · Land, buildings and equipment: accumulated depreciation

    $672,874

  • 10c · Land, buildings and equipment, net

    beginning of year $2,046,128 · end of year $2,004,110

  • 11 · Investments: publicly traded securities

    beginning of year $5,082,069 · end of year $3,856,505

  • 12 · Investments: other securities

    beginning of year $660,380 · end of year $717,918

  • 15 · Other assets

    beginning of year $75,178 · end of year $135,111

  • 17 · Accounts payable and accrued expenses

    beginning of year $232,556 · end of year $289,230

  • 19 · Deferred revenue

    beginning of year $33,333

  • 25 · Other liabilities

    beginning of year $31,414 · end of year $109,117

  • 27 · Net assets without donor restrictions

    beginning of year $7,377,073 · end of year $6,827,658

  • 28 · Net assets with donor restrictions

    beginning of year $1,361,924 · end of year $595,375

Mission and programs · 2024

Mission

THE MISSION OF MOMS ORANGE COUNTY IS TO HELP MOTHERS AND THEIR FAMILIES HAVE HEALTHY BABIES BY PROVIDING HEALTH COORDINATION, EDUCATION, AND ACCESS TO COMMUNITY SERVICES.

  • THE LARGEST PROGRAMS FOR MOMS CONTINUE TO BE THE HOME VISITATION AND HEALTH EDUCATION PROGRAMS. FOR FYE 2025, THE HOME VISITATION PROGRAM AGAIN SHOWED TREMENDOUS GROWTH RESULTING IN OVER 11,500 VISITS. INCLUDED IN THIS NUMBER ARE SUPPLEMENTAL SERVICES RELATED TO IN-HOME OR IN-PERSON VISITS INCLUDED LIGHT TOUCH MENTAL HEALTH SERVICES WITH AN LPCC, THE THRIVING RELATIONSHIPS PROGRAM AIMED TOWARDS THOSE RECENT SURVIVORS OR THOSE CURRENTLY EXPERIENCING DOMESTIC VIOLENCE, SPECIALIZED MENTAL HEALTH SUPPORT, AS WELL AS BREAST FEEDING CONSULTS AND SPECIALIZED VISITS.FOR HEALTH EDUCATION, WHILE THE VOLUME OF CLIENTS DROPPED DUE TO CIRCUMSTANCES SUCH AS IMMIGRATION CONCERNS, THE AMOUNT OF CLASSES STAYED RELATIVELY THE SAME AS THE PRIOR YEAR. THESE CLASSES INCLUDED THE TRADITIONAL MOMMY & ME OFFERINGS AS WELL AS MUJER SANA, ABRIENDO PUERTAS, PRENATAL SERIES, FATHERS CLASSES AND BREASTFEEDING SUPPORT.WHILE OVERALL AGENCY PROGRAM EXPENSES EQUALED 82.5%, HOME VISITATION ACCOUNTED FOR 92% OF THAT NUMBER WITH HEALTH EDUCATION COMING IN AT 8%.

    Expenses $3,433,358

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

Listed in Part VII

  • Tracy Morales

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Elenea Medina

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kathy O'Donnell

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Lisa Cowan

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Tom Horton

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Sadie Sacks

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • David Lagrew

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Victor Villanueva

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Davina Samuel

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Jean Millar

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Allyson Brooks

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Dottie Andrews

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Nichole Ramirez

    MEMBER (UNTIL 09/24/24)

    Total calculated
    $0
    Hours/week
    2

  • Dave Lugo

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $219,100
    From this org
    $211,293
    From related orgs
    $0
    Other
    $7,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,293
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,807
    Filer's total
    $219,100

  • Sarah Orourke

    CHIEF PROGRAM OFFICER

    Total calculated
    $117,372
    From this org
    $117,311
    From related orgs
    $0
    Other
    $61
    Hours/week
    40

  • Andrea Dunn

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $125,290
    From this org
    $115,365
    From related orgs
    $0
    Other
    $9,925
    Hours/week
    40

  • Lucy R Van Otterloo

    EXECUTIVE DIRECTOR, CPN

    Total calculated
    $119,000
    From this org
    $119,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kevin D Van Otterloo

    ADMINISTRATIVE DIRECTOR, C

    Total calculated
    $130,000
    From this org
    $130,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Miriam Castellanos

    DIRECTOR OF PROGRAM ADMINISTRATION

    Total calculated
    $115,049
    From this org
    $105,709
    From related orgs
    $0
    Other
    $9,340
    Hours/week
    40

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
22 April 2026
IRS schema version
2024v5.5
Source object
202631129349301553

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