← DOWN SYNDROME ASSOCIATION OF ORANGE COUNTY

Form 990 for tax year 2023

Filed by DOWN SYNDROME ASSOCIATION OF ORANGE COUNTY.

Totals

Total revenue: $325,453
Total expenses: $340,499
Contributions and grants received: $237,118
Grants paid: $0
Program service revenue: $81,452
Investment income: $1,355
Other revenue: $5,528
Total assets, end of year: $853,269
Total liabilities, end of year: $151,517
Net assets or fund balances, end of year: $701,752
Program services expenses (Part IX): $265,911
Management and general expenses: $42,300
Fundraising expenses: $32,288
Program service expenses (Part III): $265,911

Program services were 78.1% 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

$149,095
1f · All other contributions, gifts and grants

$88,023
2a · Program service revenue: PROGRAM INCOME

total $81,452 · related or exempt $81,452
3 · Investment income

total $1,355 · excluded $1,355
8a · Fundraising events: gross income

$46,373
8a · Fundraising events: contributions included on line 1c

$149,095
8b · Fundraising events: direct expenses

$46,373
8c · Net income from fundraising events

total $0
9a · Gaming: gross income

$5,528
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $5,528 · excluded $5,528

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $67,625 · program services $53,462 · management and general $8,223 · fundraising $5,940
7 · Other salaries and wages

total $101,817 · program services $80,492 · management and general $12,381 · fundraising $8,944
9 · Other employee benefits

total $7,532 · program services $5,954 · management and general $916 · fundraising $662
10 · Payroll taxes

total $13,386 · program services $10,582 · management and general $1,628 · fundraising $1,176
11c · Fees: accounting

total $21,587 · program services $14,796 · management and general $5,148 · fundraising $1,643
11g · Fees: other

total $275 · program services $275
12 · Advertising and promotion

total $2,351 · program services $1,801 · management and general $550
13 · Office expenses

total $19,670 · program services $6,974 · management and general $4,366 · fundraising $8,330
16 · Occupancy

total $53,380 · program services $43,238 · management and general $5,338 · fundraising $4,804
19 · Conferences, conventions and meetings

total $2,741 · program services $1,000 · management and general $1,551 · fundraising $190
22 · Depreciation, depletion and amortization

total $1,356 · program services $680 · management and general $676
23 · Insurance

total $6,688 · program services $5,393 · management and general $696 · fundraising $599
24a · Other expenses: PROGRAM ACTIVITIES AND

total $22,890 · program services $22,890
24b · Other expenses: SPECIFIC ASSISTANCE

total $16,477 · program services $16,477
24c · Other expenses: EQUIPMENT MAINTENANCE A

total $2,724 · program services $1,897 · management and general $827

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $521,183 · end of year $513,885
2 · Savings and temporary cash investments

beginning of year $109,288 · end of year $109,474
4 · Accounts receivable

beginning of year $16,141 · end of year $11,265
9 · Prepaid expenses and deferred charges

beginning of year $10,565 · end of year $15,421
10a · Land, buildings and equipment: cost or other basis

$115,648
10b · Land, buildings and equipment: accumulated depreciation

$115,451
10c · Land, buildings and equipment, net

beginning of year $1,553 · end of year $197
12 · Investments: other securities

beginning of year $25,397 · end of year $29,643
15 · Other assets

beginning of year $47,533 · end of year $173,384
17 · Accounts payable and accrued expenses

beginning of year $17,940 · end of year $25,666
25 · Other liabilities

beginning of year $0 · end of year $125,851
27 · Net assets without donor restrictions

beginning of year $666,187 · end of year $669,752
28 · Net assets with donor restrictions

beginning of year $47,533 · end of year $32,000

Mission and programs · 2023

Mission

DSAOC'S MISSION IS TO CREATE A PLACE FOR CONNECTION, INFORMATION AND HOPE FOR PEOPLE WITH DOWN SYNDROME AND THEIR FAMILIES THROUGHOUT GREATER ORANGE COUNTY, TO PROMOTE DOWN SYNDROME AWARENESS THROUGH COMMUNITY OUTREACH, AND TO OFFER PROGRAMS, SERVICES AND SUPPORT THAT AIM TO EMPOWER INDIVIDUALS WITH DOWN SYNDROME TO REACH THEIR FULL POTENTIAL. OUR VISION IS TO BE A ONE-STOP-SHOP FOR ALL THINGS DOWN SYNDROME RELATED, AND TO BE A MODEL ORGANIZATION FOR COMMUNITY COLLABORATION AND DOWN SYNDROME AWARENESS, TO CHANGE PERCEPTIONS AND CHANGE LIVES.

DSAOC CENTER - A PLACE TO BELONG THE DSAOC CENTER, LOCATED IN COSTA MESA, IS THE VENUE FOR MANY OF OUR ACTIVITIES, EVENTS, SEMINARS, AND SUPPORT GROUPS. IN ADDITION, MUCH OF THE DSAOC'S WORK INCLUDES OUTREACH AND COLLABORATION WITH AN EXPANDING NETWORK OF EDUCATORS, HEALTHCARE PROVIDERS, RESEARCHERS, THERAPISTS, EMPLOYERS, POLICYMAKERS, AND MANY OTHERS IN THE COMMUNITY. OUR MISSION IS TO CREATE A PLACE FOR CONNECTION, INFORMATION AND HOPE FOR PEOPLE WITH DOWN SYNDROME AND THEIR FAMILIES. AT OUR LOCAL SUPPORT GROUP MEETINGS AND SOCIAL EVENTS, FAMILIES FIND COMFORT, SUPPORT AND LONG-LASTING FRIENDSHIPS. DSAOC ALSO PROVIDES A FULL RANGE OF SERVICES IN SPANISH AND, INCREASINGLY, IN OTHER LANGUAGES.

Expenses $132,956 · Revenue $57,305
NEW PARENT OUTREACH, INFORMATION AND REFERRALS THE DSAOC SUPPORTS FAMILIES WITH NEW BABIES WHO HAVE DOWN SYNDROME BY CONNECTING THEM WITH PARENTS WHO HAVE FACED SIMILAR CHALLENGES TO SHARE INSIGHT AND KNOWLEDGE. IN ADDITION, THE DSAOC PROVIDES THE FAMILY WITH "WELCOME BABY" BASKETS WHICH CONTAIN BABY GIFTS, HEALTH CARE GUIDELINES FOR CHILDREN WITH DOWN SYNDROME, CONTACTS FOR LOCAL RESOURCES, AND INFORMATION ABOUT DOWN SYNDROME. FURTHER, THE DSAOC HOUSES A FREE RESOURCE LIBRARY, COMPUTERS FOR INTERNET RESEARCH, AND CARING STAFF TO ANSWER QUESTIONS IN PERSON OR ON THE TELEPHONE. THE DSAOC PROVIDES ADDITIONAL INFORMATION THROUGH A PARENT GUIDE, MEDICAL CHECKLISTS, QUARTERLY NEWSLETTERS AND MEETINGS THAT FEATURE EXPERTS ON A WIDE RANGE OF ISSUES, SUCH AND HEALTH, EDUCATION, LEGAL MATTERS AND FINANCIAL PLANNING. PARTNERSHIP AND COLLABORATION WITH OTHER COMMUNITY RESOURCES IS AN IMPORTANT FOCAL POINT FOR THE DSAOC WHILE PROVIDING INFORMATION, REFERRAL SERVICES, AND SUPPORT TO FAMILIES.

Expenses $39,887 · Revenue $2,329
ORANGE COUNTY BIKE CAMPSINCE 2008, DSAOC HAS BEEN HELPING CHILDREN, TEENS AND ADULTS WITH DOWN SYNDROME AND OTHER DISABILITIES LEARN TO RIDE A CONVENTIONAL 2-WHEEL BIKE. THROUGH A COLLABORATION WITH ICANSHINE AND UCP-OC, THE ORANGE COUNTY BIKE CAMP IS HELD ANNUALLY DURING THE SUMMER AND SUPPORTS 40 PARTICIPANTS EACH CAMP. BENEFITS TO THIS CAMP INCLUDE, ENHANCED HEALTH AND CONFIDENCE, IMPROVED ABILITY TO PARTICIPATE IN SOCIAL AND RECREATIONAL ACTIVITIES WITH TYPICAL PEERS, INCREASED PARTICIPATION IN FAMILY ACTIVITIES, WITH FEWER SPECIAL ACCOMMODATIONS, PROUD, SELF-CONFIDENT, INDEPENDENT INDIVIDUALS RIDING REGULAR BICYCLES SAFELY IN THEIR NEIGHBORHOODS, AND IMPROVED TRANSPORTATION INDEPENDENCE FOR TEENS AND YOUNG ADULTS.

Expenses $93,068 · Revenue $21,818

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

RUBEN RIVAS

PRESIDENT

Total calculated

$0

Hours/week

5
JANETTE MATTSON

VICE PRESIDENT

Total calculated

$0

Hours/week

3
AMY ERSKINE-CARMONA

TREASURER

Total calculated

$0

Hours/week

2
LESLIE STAWARZ

SECRETARY

Total calculated

$0

Hours/week

4
JAMIE BREWER

DIRECTOR

Total calculated

$0

Hours/week

2
STEVE CEARLEY

DIRECTOR

Total calculated

$0

Hours/week

2
ERIC DORAN MS

DIRECTOR

Total calculated

$0

Hours/week

2
KRISTIN GRIFFIN

DIRECTOR

Total calculated

$0

Hours/week

2
GERARD JENSEN PHD

DIRECTOR

Total calculated

$0

Hours/week

2
MICHAEL G KING ESQ

DIRECTOR

Total calculated

$0

Hours/week

2
ESTEBAN LOPEZ

DIRECTOR

Total calculated

$0

Hours/week

2
DR BECCA OBERFIELD DNP CPNP

DIRECTOR

Total calculated

$0

Hours/week

2
KELLY SACKETT

DIRECTOR

Total calculated

$0

Hours/week

2
JONATHAN D SANTORO MD

DIRECTOR

Total calculated

$0

Hours/week

2
LAUREN VANDENBERG

DIRECTOR

Total calculated

$0

Hours/week

2
KELLIE A PEREZ-TUCHOWSKI

EXECUTIVE DIR.

Total calculated

$67,626

From this org

$67,626

From related orgs

$0

Other

$0

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 3 July 2024
IRS schema version: 2023v5.1
Source object: 202401859349301665

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