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Nonprofiteer
← MIND OC

Form 990 for tax year 2024

Filed by MIND OC.

What the amendment changed

Compared with the return it replaced , filed 9 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$50,389,876 changed to $53,889,848
Contributions and grants received
$44,415,799 changed to $47,915,771
Total liabilities, end of year
$15,793,248 changed to $45,454,969
Net assets or fund balances, end of year
$182,260,602 changed to $152,598,881

Totals

Total revenue
$53,889,848
Total expenses
$34,021,036
Contributions and grants received
$47,915,771
Grants paid
$135,222
Program service revenue
$2,531,635
Investment income
$3,331,671
Other revenue
$110,771
Total assets, end of year
$198,053,850
Total liabilities, end of year
$45,454,969
Net assets or fund balances, end of year
$152,598,881
Program services expenses (Part IX)
$28,891,243
Management and general expenses
$4,810,497
Fundraising expenses
$319,296
Program service expenses (Part III)
$28,891,243

Program services were 84.9% 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.

  • 1e · Government grants (contributions)

    $45,262,850

  • 1f · All other contributions, gifts and grants

    $2,652,921

  • 2a · Program service revenue: SERVICE FEES

    total $2,531,635 · related or exempt $2,531,635

  • 3 · Investment income

    total $2,997,315 · excluded $2,997,315

  • 7a · Gross sales of assets other than inventory

    securities $91,575,044

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

    securities $91,240,688

  • 7c · Gain or loss

    securities $334,356

  • 7d · Net gain or loss

    total $334,356 · excluded $334,356

  • 11a · Other revenue: OC SANITATION FEE REFUNDS

    total $96,430 · excluded $96,430

  • 11b · Other revenue: INSURANCE PROCEEDS

    total $14,341 · excluded $14,341

  • 11e · Other revenue, total

    $110,771

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $135,222 · program services $135,222

  • 5 · Compensation of officers, directors and key employees

    total $1,646,467 · management and general $1,646,467

  • 6 · Compensation of disqualified persons

    total $277,940 · management and general $277,940

  • 7 · Other salaries and wages

    total $7,236,489 · program services $6,646,207 · management and general $590,282

  • 8 · Pension plan contributions

    total $89,965 · program services $89,965

  • 9 · Other employee benefits

    total $765,903 · program services $765,903

  • 10 · Payroll taxes

    total $635,138 · program services $513,331 · management and general $121,807

  • 11f · Fees: investment management

    total $77,065 · management and general $77,065

  • 11g · Fees: other

    total $1,473,510 · program services $372,758 · management and general $1,095,752 · fundraising $5,000

  • 13 · Office expenses

    total $209,771 · program services $109,036 · management and general $89,606 · fundraising $11,129

  • 16 · Occupancy

    total $2,275,974 · program services $2,025,554 · management and general $250,420

  • 17 · Travel

    total $168,475 · program services $140,115 · management and general $28,360

  • 22 · Depreciation, depletion and amortization

    total $2,329,353 · program services $2,250,989 · management and general $78,364

  • 23 · Insurance

    total $213,527 · program services $103,908 · management and general $109,619

  • 24a · Other expenses: SERVICE PROVIDERS

    total $12,934,561 · program services $12,934,561 · management and general $0 · fundraising $0

  • 24b · Other expenses: GRANT REFUNDED

    total $2,220,111 · program services $2,220,111

  • 24c · Other expenses: CONSULTANTS

    total $525,979 · program services $258,845 · management and general $260,821 · fundraising $6,313

  • 24d · Other expenses: OUTREACH AND ENGAGEMENT

    total $427,092 · program services $87,872 · management and general $49,566 · fundraising $289,654

  • 24e · All other expenses

    total $378,494 · program services $236,866 · management and general $134,428 · fundraising $7,200

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,412,062 · end of year $1,207,035

  • 2 · Savings and temporary cash investments

    beginning of year $12,672,721 · end of year $14,175,043

  • 3 · Pledges and grants receivable

    beginning of year $365,286 · end of year $247,386

  • 4 · Accounts receivable

    beginning of year $14,039,452 · end of year $10,803,434

  • 9 · Prepaid expenses and deferred charges

    beginning of year $168,940 · end of year $224,681

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

    $142,697,288

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

    $7,267,628

  • 10c · Land, buildings and equipment, net

    beginning of year $94,092,318 · end of year $135,429,660

  • 11 · Investments: publicly traded securities

    beginning of year $54,047,814 · end of year $35,415,018

  • 15 · Other assets

    beginning of year $128,744 · end of year $551,593

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,496,016 · end of year $10,160,532

  • 19 · Deferred revenue

    beginning of year $0 · end of year $203,906

  • 25 · Other liabilities

    beginning of year $5,217,750 · end of year $35,090,531

  • 27 · Net assets without donor restrictions

    beginning of year $36,097,380 · end of year $35,717,208

  • 28 · Net assets with donor restrictions

    beginning of year $130,116,191 · end of year $116,881,673

Mission and programs · 2024

Mission

MIND OC IS THE NONPROFIT BEHIND THE BE WELL OC COALITION THAT WILL LEAD THE NATION IN OPTIMAL MENTAL HEALTHCARE FOR ALL RESIDENTS OF ORANGE COUNTY, CA.

Activities or mission (Part I)

MIND OC / BE WELL ORANGE COUNTY IS WORKING TO MAKE ORANGE COUNTY THE HAPPIEST AND HEALTHIEST COMMUNITY IN THE UNITED STATES AND THAT STARTS WITH A WORLD-CLASS MENTAL HEALTH CARE SYSTEM. THE MISSION IS TO MAKE COMPASSIONATE MENTAL HEALTH CARE MORE ACCESSIBLE FOR OUR COMMUNITY.

  • BE WELL OC PROGRAM: MENTAL HEALTH ORANGE CAMPUSWELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL SUPPORT THE BE WELL MENTAL HEALTH SYSTEM OF CARE. THE WELLNESS HUBS WILL INCLUDE A VARIETY OF MENTAL HEALTH AND TREATMENT PROGRAMS AND WILL BE UNIQUELY AVAILABLE TO ALL RESIDENTS OF ORANGE COUNTY, REGARDLESS OF PAYER. ACCESS WILL BE BASED ON CLINICAL NEED.

    Expenses $18,132,045 · Revenue $2,531,635

  • THE MOBILE CRISIS (HOPE) PROGRAM (BE WELL OC MOBILE RESPONSE TEAM MODEL) IS A NON-EMERGENCY SUPPORT SERVICE FOR RESIDENTS EXPERIENCING MENTAL HEALTH, SUBSTANCE USE AND HOMELESSNESS RELATED CRISES. EACH TEAM IS COMPOSED OF TWO CRISIS COUNSELORS WHO PROVIDE IN-COMMUNITY ASSESSMENT AND STABILIZATION OF INDIVIDUALS EXPERIENCING MENTAL HEALTH OR SUBSTANCE USE CHALLENGES. THE TEAM ALSO PROVIDES INFORMATION AND REFERRALS, TRANSPORTATION TO SERVICES, AND ADDITIONAL FOLLOW-UP SUPPORT AND CASE MANAGEMENT. IN CITIES WITH ACTIVE PROGRAMS, CALLS ARE RECEIVED THROUGH THE APPROPRIATE NON-EMERGENCY LINE OR 911. DISPATCHERS TRIAGE THE SITUATION AND, WHEN APPROPRIATE, DEPLOY THE HOPE TEAM TO ASSIST.

    Expenses $9,814,935 · Grants $135,222

  • COMMUNITY INITIATIVESSUICIDE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, FOR THE PURPOSE OF INCREASING KNOWLEDGE AND AWARENESS REGARDING MENTAL HEALTH, STIGMA, SUICIDE PREVENTION, AND INTERVENTION, AS WELL AS PROVIDING SUPPORT SERVICES FOR THOSE IN NEED AND THOSE DIRECTLY AFFECTED BY SUICIDE.BEHAVIORAL HEALTH SERVICE TRANSFORMATION (BHST) BE WELL OC BRINGS TOGETHER A COMMUNITY OF ACTION BY LEVERAGING COLLECTIVE POWER TO TRANSFORM MENTAL HEALTH SERVICE AND DELIVERY INTO A WORLD-CLASS SYSTEM OF CARE. OUR SUCCESS STARTS WITH ACCEPTANCE THAT THE MENTAL HEALTH SECTOR ALONE CANNOT SOLVE ALL OF THE CHALLENGES OF THIS COMPLEX AND PERVASIVE HEALTH CHALLENGE. BE WELL OC BRINGS TOGETHER A ROBUST, COMMUNITY-BASED, CROSS-SECTOR STRATEGY OF PUBLIC-PRIVATE, ACADEMIC, FAITH, AND OTHER ORGANIZATIONS TO POSITIVELY IMPACT THOSE CHALLENGES THAT DIMINISH MENTAL HEALTH AND WELL-BEING.ADVERSE CHILDHOOD EXPERIENCES (ACES)IN PARTNERSHIP WITH MORE THAN 20 HEALTH SYSTEMS, COUNTY AND COMMUNITY-BASED ORGANIZATIONS, MIND OC, HAS BEEN AWARDED $3 MILLION OVER 17 MONTHS FROM THE ACES AWARE GRANT PROGRAM, DEVELOPED BY THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES IN PARTNERSHIP WITH THE OFFICE OF THE CALIFORNIA SURGEON GENERAL. THE PROJECT AIMS TO IMPLEMENT A BROAD AND INCLUSIVE TRAUMA-INFORMED NETWORK OF CARE FOR ORANGE COUNTY, WHICH WILL ULTIMATELY WORK TO PREVENT ADVERSE CHILDHOOD EXPERIENCES (ACES), PROMOTE ACE SCREENING IN CHILDREN AND ADULTS, IMPROVE TREATMENT OF ACE-ASSOCIATED HEALTH CONDITIONS, AND PREVENT INTERGENERATIONAL TOXIC STRESS TRANSMISSION. YOUTH OPIOID USE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, AND WHO FOLLOW INTO THE AGE RANGE OF 12 TO 24 YEARS OLD WHO ARE AT RISK OF OPIOID USE DISORDER (OUD) OR AT RISK OF AN OPIOID OVERDOSE. THIS PROGRAM AIMS TO PROVIDE OUTREACH, EDUCATION, AND TREATMENT FOR AT RISK YOUTH WITH THE GOAL OF REDUCING OPIOID USE AND OVERDOSE IN ORANGE COUNTY.

    Expenses $251,812

  • BE WELL OC PROGRAM: MENTAL HEALTH IRVINE CAMPUSWELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL SUPPORT THE BE WELL MENTAL HEALTH SYSTEM OF CARE. THE WELLNESS HUBS WILL INCLUDE A VARIETY OF MENTAL HEALTH AND TREATMENT PROGRAMS AND WILL BE UNIQUELY AVAILABLE TO ALL RESIDENTS OF ORANGE COUNTY, REGARDLESS OF PAYER. ACCESS WILL BE BASED ON CLINICAL NEED. THE FIRST SET OF BUILDINGS ARE SCHEDULED TO BE COMPLETED MAY 2025.

    Expenses $692,451

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

Listed in Part VII

  • Phillip Franks

    CEO

    Total calculated
    $436,689
    From this org
    $411,989
    From related orgs
    $0
    Other
    $24,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $411,989
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,700
    Filer's total
    $436,689

  • Richard Afable

    PRESIDENT/BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Richard Steinberg

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Ali Santoreterm End 1224

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bill Taormina

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Steve Pitman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mark Costa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Marcia Manker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susan Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Rachel Selleck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Terrence Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Victor Jordan

    CFO

    Total calculated
    $414,654
    From this org
    $380,411
    From related orgs
    $0
    Other
    $34,243
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,411
    Bonus
    $65,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,243
    Filer's total
    $414,654

  • Desiree Thomas

    COO

    Total calculated
    $345,944
    From this org
    $323,732
    From related orgs
    $0
    Other
    $22,212
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,732
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,212
    Filer's total
    $345,944

  • Jessica Foatterm End 824

    DIRECTOR, MOBILE RESPONSE

    Total calculated
    $224,666
    From this org
    $204,603
    From related orgs
    $0
    Other
    $20,063
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,471
    Bonus
    $13,125
    Other
    $66,007
    Deferred
    $0
    Nontaxable benefits
    $20,063
    Filer's total
    $224,666

  • Valerie Fryerterm End 924

    DIRECTOR OF FINANCE

    Total calculated
    $224,514
    From this org
    $194,801
    From related orgs
    $0
    Other
    $29,713
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,771
    Bonus
    $20,030
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,713
    Filer's total
    $224,514

  • Nicole Ramirez

    QUALITY DIRECTOR

    Total calculated
    $213,882
    From this org
    $188,181
    From related orgs
    $0
    Other
    $25,701
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,731
    Bonus
    $15,450
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,701
    Filer's total
    $213,882

  • Rachel Tillmanterm End 924

    HR DIRECTOR

    Total calculated
    $202,406
    From this org
    $171,993
    From related orgs
    $0
    Other
    $30,413
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,993
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $30,413
    Filer's total
    $202,406

  • Lauren Brandterm End 424

    EXECUTIVE DIRECTOR, CAMPUS OPERATIONS

    Total calculated
    $157,294
    From this org
    $140,664
    From related orgs
    $0
    Other
    $16,630
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,060
    Bonus
    $22,604
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,630
    Filer's total
    $157,294

  • Kathryn Hamelterm End 524

    VP, MOBILE OPERATIONS

    Total calculated
    $151,031
    From this org
    $139,709
    From related orgs
    $0
    Other
    $11,322
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,209
    Bonus
    $37,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,322
    Filer's total
    $151,031

  • Anita Lewicke

    MANAGER OF CAMPUS OPERATIONS

    Total calculated
    $156,345
    From this org
    $128,638
    From related orgs
    $0
    Other
    $27,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,193
    Bonus
    $8,445
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,707
    Filer's total
    $156,345

  • Marshall Moncrief

    FORMER CEO

    Total calculated
    $277,940
    From this org
    $263,442
    From related orgs
    $0
    Other
    $14,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $263,442
    Deferred
    $0
    Nontaxable benefits
    $14,498
    Filer's total
    $277,940

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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

PART I, LINE 4A
NAME: JESSICA FOAT, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $66,007. PLAN DESCRIPTION: PAID AUG 2024 NAME: MARSHALL MONCRIEF, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $263,442. PLAN DESCRIPTION: PAID IN 2024

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

Provenance

Return type
form_990
Tax year
2024
Filed
6 February 2026
IRS schema version
2024v5.5
Source object
202640409349301354

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