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← COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY

Form 990 for tax year 2023

Filed by COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY.

Totals

Total revenue
$1,990,878
Total expenses
$1,944,780
Contributions and grants received
$1,879,138
Grants paid
$396,740
Program service revenue
$0
Investment income
$0
Other revenue
$111,740
Total assets, end of year
$1,868,425
Total liabilities, end of year
$964,098
Net assets or fund balances, end of year
$904,327
Program services expenses (Part IX)
$1,691,086
Management and general expenses
$218,777
Fundraising expenses
$34,917
Program service expenses (Part III)
$1,691,086

Program services were 87.0% 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)

    $1,184,358

  • 1f · All other contributions, gifts and grants

    $694,780

  • 8a · Fundraising events: gross income

    $74,764

  • 8b · Fundraising events: direct expenses

    $9,797

  • 8c · Net income from fundraising events

    total $64,967 · excluded $64,967

  • 11a · Other revenue: OTHER INCOME

    total $46,773 · related or exempt $46,773

  • 11e · Other revenue, total

    $46,773

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $396,740 · program services $396,740

  • 5 · Compensation of officers, directors and key employees

    total $265,968 · program services $265,968

  • 7 · Other salaries and wages

    total $741,297 · program services $714,988 · management and general $18,773 · fundraising $7,536

  • 9 · Other employee benefits

    total $82,517 · program services $80,242 · management and general $1,868 · fundraising $407

  • 10 · Payroll taxes

    total $75,666 · program services $73,880 · management and general $1,220 · fundraising $566

  • 11c · Fees: accounting

    total $53,334 · program services $48,205 · management and general $5,129

  • 11g · Fees: other

    total $93,063 · management and general $66,655 · fundraising $26,408

  • 12 · Advertising and promotion

    total $14,119 · program services $13,477 · management and general $642

  • 13 · Office expenses

    total $81,741 · program services $26,019 · management and general $55,722

  • 14 · Information technology

    total $28,299 · program services $11,081 · management and general $17,218

  • 16 · Occupancy

    total $39,501 · program services $33,803 · management and general $5,698

  • 17 · Travel

    total $8,217 · program services $8,029 · management and general $188

  • 19 · Conferences, conventions and meetings

    total $16,685 · program services $9,767 · management and general $6,918

  • 22 · Depreciation, depletion and amortization

    total $5,079 · management and general $5,079

  • 23 · Insurance

    total $19,958 · program services $148 · management and general $19,810

  • 24a · Other expenses: DUES & SUBSCRIPTIONS & FEES

    total $6,219 · program services $664 · management and general $5,555

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $6,179 · program services $75 · management and general $6,104

  • 24c · Other expenses: EVENT

    total $4,591 · program services $4,591

  • 24d · Other expenses: PRINTING & POSTAGE

    total $5,607 · program services $3,409 · management and general $2,198

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $863,637 · end of year $1,266,507

  • 3 · Pledges and grants receivable

    beginning of year $417,833 · end of year $419,361

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,702 · end of year $5,516

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

    $230,723

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

    $54,941

  • 10c · Land, buildings and equipment, net

    beginning of year $176,735 · end of year $175,782

  • 15 · Other assets

    beginning of year $1,259 · end of year $1,259

  • 17 · Accounts payable and accrued expenses

    beginning of year $96,404 · end of year $220,534

  • 19 · Deferred revenue

    beginning of year $331,461 · end of year $588,448

  • 25 · Other liabilities

    beginning of year $184,072 · end of year $155,116

  • 27 · Net assets without donor restrictions

    beginning of year $440,735 · end of year $904,327

  • 28 · Net assets with donor restrictions

    beginning of year $417,494

Mission and programs · 2023

Mission

THE ORGANIZATION HELPS TO GUIDE VULNERABLE POPULATIONS OF ALL AGES, THROUGH THE PROCESS OF CONNECTING TO, UTLIZING, AND MAINTAINING HEALTH CARE COVERAGE.

  • OUTREACH: COORDINATORS CONDUCT OUTREACH AND HEALTH INSURANCE LITERACY EFFORTS IN HARD-TO-REACH, LOW-INCOME AND MINORITY COMMUNITIES, OFFERING INFORMATION IN MULTIPLE LANGUAGES.ENROLLMENT: CLIENTS ARE ASSISTED WITH ENTERING THEIR INFORMATION IN A DATABASE TO DETERMINE ELIGIBILITY FOR 18 HEALTH AND SOCIAL SERVICE PROGRAMS. CLIENTS CAN LEARN ABOUT AND ENROLL IN A VARIETY OF PROGRAMS IN A SINGLE VISIT.CASE MANAGEMENT: THIS PROCESS PROVIDES REGULAR CONTACT FOR UP TO ONE YEAR TO HELP RESIDENTS VERIFY ONGOING ELIGIBILITY, FIND MEDICAL PROFESSIONALS, MAKE APPOINTMENTS, MITIGATE ANY BARRIERS TO CARE AND RENEW COVERAGE FOR THE NEXT YEAR.

    Expenses $1,691,086

As filed on the 2023 return.

Listed in Part VII

  • Georgina Maldonado

    EXECUTIVE DIRECTOR

    Total calculated
    $162,968
    From this org
    $162,968
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,968
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $162,968

  • Debra Wood

    PROGRAM DIRECTOR

    Total calculated
    $103,000
    From this org
    $103,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Debra Baetz

    BOARDMEMBER

    Total calculated
    $0
    Hours/week
    1

  • Javier Sanchez

    BOARDMEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cecilia Pham

    BOARDMEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pamela Tahim Thakur

    BOARDMEMBER

    Total calculated
    $0
    Hours/week
    1

  • Susie Lopez-Guerra

    BOARDMEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alicia Berhow

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Tammy Alvarez

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rita Cruz-Gallegos

    VICE CHAIR -SECRETARY

    Total calculated
    $0
    Hours/week
    1

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

None.

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
2023
Filed
25 January 2025
IRS schema version
2023v6.0
Source object
202520519349300907

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