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← COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY INC

Form 990 for tax year 2023

Filed by COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY INC.

Totals

Total revenue
$5,936,567
Total expenses
$5,427,886
Contributions and grants received
$5,389,317
Grants paid
$0
Program service revenue
$0
Investment income
$547,250
Other revenue
$0
Total assets, end of year
$12,854,817
Total liabilities, end of year
$3,537,591
Net assets or fund balances, end of year
$9,317,226
Program services expenses (Part IX)
$4,363,102
Management and general expenses
$402,519
Fundraising expenses
$662,265
Program service expenses (Part III)
$4,363,102

Program services were 80.4% 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

    $1,954,714

  • 1e · Government grants (contributions)

    $1,275,883

  • 1f · All other contributions, gifts and grants

    $2,158,720

  • 1g · Noncash contributions included above

    $44,366

  • 3 · Investment income

    total $547,250 · related or exempt $547,250

  • 8a · Fundraising events: gross income

    $501,513

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

    $1,954,714

  • 8b · Fundraising events: direct expenses

    $501,513

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $802,273 · program services $615,764 · management and general $55,255 · fundraising $131,254

  • 7 · Other salaries and wages

    total $2,631,733 · program services $2,232,071 · management and general $155,456 · fundraising $244,206

  • 9 · Other employee benefits

    total $390,947 · program services $328,786 · management and general $22,284 · fundraising $39,877

  • 10 · Payroll taxes

    total $239,902 · program services $201,758 · management and general $13,674 · fundraising $24,470

  • 11c · Fees: accounting

    total $13,408 · management and general $13,408

  • 11g · Fees: other

    total $56,114 · program services $30,592 · management and general $25,522

  • 13 · Office expenses

    total $112,497 · program services $66,544 · management and general $17,287 · fundraising $28,666

  • 14 · Information technology

    total $66,294 · program services $55,753 · management and general $3,779 · fundraising $6,762

  • 16 · Occupancy

    total $244,122 · program services $204,780 · management and general $10,835 · fundraising $28,507

  • 17 · Travel

    total $24,458 · program services $21,244 · management and general $1,157 · fundraising $2,057

  • 22 · Depreciation, depletion and amortization

    total $47,997 · program services $40,368 · management and general $2,733 · fundraising $4,896

  • 23 · Insurance

    total $81,718 · program services $68,725 · management and general $4,658 · fundraising $8,335

  • 24a · Other expenses: Volunteer recruiting

    total $235,203 · program services $231,980 · management and general $2,508 · fundraising $715

  • 24b · Other expenses: Children's activities

    total $141,278 · program services $141,278

  • 24c · Other expenses: Community relations

    total $72,610 · program services $32,925 · fundraising $39,685

  • 24d · Other expenses: Credit card and bank

    total $62,236 · program services $829 · management and general $61,407

  • 24e · All other expenses

    total $205,096 · program services $89,705 · management and general $12,556 · fundraising $102,835

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,497,163 · end of year $846,260

  • 2 · Savings and temporary cash investments

    beginning of year $937,170 · end of year $229,848

  • 3 · Pledges and grants receivable

    beginning of year $112,664 · end of year $160,587

  • 9 · Prepaid expenses and deferred charges

    beginning of year $223,318 · end of year $197,801

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

    $265,360

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

    $139,013

  • 10c · Land, buildings and equipment, net

    beginning of year $174,343 · end of year $126,347

  • 11 · Investments: publicly traded securities

    beginning of year $6,632,545 · end of year $9,424,436

  • 15 · Other assets

    beginning of year $396,593 · end of year $1,869,538

  • 17 · Accounts payable and accrued expenses

    beginning of year $303,987 · end of year $312,184

  • 19 · Deferred revenue

    beginning of year $420,414 · end of year $1,342,262

  • 25 · Other liabilities

    beginning of year $440,850 · end of year $1,883,145

  • 27 · Net assets without donor restrictions

    beginning of year $8,674,410 · end of year $9,225,439

  • 28 · Net assets with donor restrictions

    beginning of year $134,135 · end of year $91,787

Mission and programs · 2023

Mission

Court Appointed Special Advocates of Orange County provides a powerful voice and a meaningful connection for children who have experienced abuse, neglect and abandoment.

Activities or mission (Part I)

To provide a powerful voice and a meaningful connection for children who have experienced abuse neglect and abandonment

  • Court Appointed Special Advocates of Orange County (CASA OC) provides a powerful voice and a meaningful connection for children who have experienced abuse, neglect, and abandonment. In 2023/2024 CASA OC served 1,269 children under the jurisdiction of Orange County Juvenile Court; 988 of which benefited from the dedication of a one-to-one relationship with a volunteer mentor-advocate; while an additional 281 children received other advocacy services.

    Expenses $4,363,102

As filed on the 2023 return.

Listed in Part VII

  • MICHAEL WONG

    Chairman

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • TODD SMITH

    Secretary

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • JOHN SABOURIN

    Treasurer

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • REGAN PHILLIPS

    CEO

    Total calculated
    $225,700
    From this org
    $225,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $225,700
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $225,700

  • COLIN ISRAEL

    Audit Chair

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • SARAH MINAKARY

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • JIM CHERGEY

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • JASSEL KAYE

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • LUCY DONAHUE

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • DAVID NUSZ

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • MARK FOSTER

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • PARSA ROHANI

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • JOSH GAYNOR

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • BOBBY HOWE PREVITI

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • KAREN JORDAN

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • MARK KERSLAKE

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • JEFF ROEDERSHEIMER

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • JAY NUGENT

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • ANAR PATEL

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • LINDSEY POKER

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • DANA STRADER

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • PAUL TACORIAN

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • TODD VANDE HEI

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • KELLY VLAHAKIS-HANKS

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • COURTNEY WITTKOP

    Member at Large

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • JENNIFER LEON

    Chief Program Officer

    Total calculated
    $149,800
    From this org
    $149,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $149,800
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $149,800

  • ERIKA PEDERSEN

    Chief Development Ofcr

    Total calculated
    $187,553
    From this org
    $187,553
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,553
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $187,553

  • MATTHEW WADLINGER

    Chief Brand Officer

    Total calculated
    $163,400
    From this org
    $163,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,400
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $163,400

  • CAROL MOORE

    Former member at large

    Total calculated
    $0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

  • JUDGE GAIL ANDLER

    Member Outgoing

    Total calculated
    $0
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported

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
22 May 2025
IRS schema version
2023v6.0
Source object
202531429349300223

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