Form 990 for tax year 2023
Filed by ORANGE COUNTY COMMUNITIES ORGANIZED FOR RESPONSIBLE DEVELOPMENT.
Totals
- Total revenue
- $1,524,114
- Total expenses
- $1,214,613
- Contributions and grants received
- $1,521,200
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $2,914
- Total assets, end of year
- $2,031,240
- Total liabilities, end of year
- $149,681
- Net assets or fund balances, end of year
- $1,881,559
- Program services expenses (Part IX)
- $892,111
- Management and general expenses
- $228,916
- Fundraising expenses
- $93,586
- Program service expenses (Part III)
- $892,111
Program services were 73.4% 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.
-
1e · Government grants (contributions)
$449,319
-
1f · All other contributions, gifts and grants
$1,071,881
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: REIMBURSEMENTS
total $2,914 · related or exempt $2,914
-
11e · Other revenue, total
$2,914
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $154,018 · program services $83,140 · management and general $42,773 · fundraising $28,105
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $615,914 · program services $508,168 · management and general $72,716 · fundraising $35,030
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $187,271 · program services $143,824 · management and general $28,091 · fundraising $15,356
-
10 · Payroll taxes
total $60,208 · program services $46,240 · management and general $9,031 · fundraising $4,937
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,988 · management and general $1,988
-
11c · Fees: accounting
total $37,015 · management and general $37,015
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $4,734 · program services $3,636 · management and general $710 · fundraising $388
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,155 · program services $887 · management and general $173 · fundraising $95
-
14 · Information technology
total $10,394 · program services $7,983 · management and general $1,559 · fundraising $852
-
15 · Royalties
total $0
-
16 · Occupancy
total $52,688 · program services $40,465 · management and general $7,903 · fundraising $4,320
-
17 · Travel
total $13,817 · program services $10,611 · management and general $2,073 · fundraising $1,133
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $880 · program services $880
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,972 · program services $3,050 · management and general $596 · fundraising $326
-
23 · Insurance
total $15,233 · program services $11,699 · management and general $2,285 · fundraising $1,249
-
24a · Other expenses: CONSULTING
total $14,199 · management and general $14,199
-
24b · Other expenses: OUTSIDE SERVICES
total $8,701 · program services $8,701
-
24c · Other expenses: MEALS
total $7,965 · program services $5,871 · management and general $1,935 · fundraising $159
-
24d · Other expenses: EQUIPMENT RENTAL
total $5,312 · program services $4,079 · management and general $797 · fundraising $436
-
24e · All other expenses
total $19,149 · program services $12,877 · management and general $5,072 · fundraising $1,200
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,115,449 · end of year $1,202,391
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $484,448 · end of year $696,813
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
beginning of year $605 · end of year $605
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $11,634 · end of year $12,954
-
10a · Land, buildings and equipment: cost or other basis
$48,970
-
10b · Land, buildings and equipment: accumulated depreciation
$39,669
-
10c · Land, buildings and equipment, net
beginning of year $13,273 · end of year $9,301
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $57,056 · end of year $109,176
-
17 · Accounts payable and accrued expenses
beginning of year $26,609 · end of year $20,209
-
25 · Other liabilities
beginning of year $75,832 · end of year $129,472
-
27 · Net assets without donor restrictions
beginning of year $1,102,425 · end of year $902,101
-
28 · Net assets with donor restrictions
beginning of year $477,599 · end of year $979,458
Mission and programs · 2023
Mission
Orange County Communities Organized for Responsible Development (OCCORD) is a community-based organization that brings together workers, families and community partners to organize and advocate for good jobs, strong neighborhoods and an inclusive democracy in Orange County.
Activities or mission (Part I)
Orange County Communities Organized for Responsible Development (OCCORD) is a community-based organization that brings together workers, families and community partners to organize and advocate for good jobs, strong neighborhoods and an inclusive democracy in Orange County. We provide leadership development training to low-income residents and workers, and we train residents and stakeholders on community organizing, participatory research, nonpartisan political reform, and land use planning and economic development policy.
-
Orange County Communities Organized for Responsible Development (OCCORD) is a community-based organization that utilizes community organizing and policy research as strategies to build leadership and a collective voice. We pursue policy changes that lead to a systems change, including an inclusive economy, community-driven education, and responsive democracy. We provide leadership development training to low-income residents and workers, and we train residents and stakeholders on community organizing, nonpartisan political reform, affordable/fair housing initiatives, economic development policy, community-driven education, and provide naturalization immigration services.OCCORD's Anaheim and Santa Ana programs develop leadership and build organizational structures to engage residents and stakeholders in nonpartisan political reform, affordable/fair housing initiatives, and economic development decisions that affect their lives. Through strategic, coalitional outreach, we train local and regional groups to work collaboratively. Through targeted neighborhood-based outreach, we train new leaders and build sustainable organizational infrastructure in low-income communities of color.In 2022, OCCORD finalized its months-long Strategic Planning Process that reflected the voice of community and community stakeholders. We unveiled our new Five Year Strategic Plan focused on our new mission: to build the power of historically marginalized communities in Orange County. OCCORD utilizes community organizing and policy research to build leadership and a collective voice. We pursue policy changes that lead to an inclusive economy, community-driven education, and responsive democracy.OCCORD continued to launch OCCORD's Leadership Academy and began to test our newly developed Digital Organizing Academy. Our training program empowers community members by helping them understand how to create change around issues that affect them and their communities. Participants learn how to examine through a lens of opportunity and oppression, learn tools for developing powerful, comprehensive campaigns, and address issues on public policy in Orange County and beyond. Our Digital Organizing Academy, a boot camp-style program, is designed to pass along the knowledge, skills, and tools we use as an organization to push for change. The Academy includes workshops on developing an outline for a campaign, effective strategies for educating the public, skillshare sessions on creating content such as graphics and videos and using digital tools to engage people online and get them to participate in actions offline. We had over 32 leaders go through our leadership training. In direct response to the COVID-19 pandemic, OCCORD led important COVID-19 advocacy, outreach, and education work. OCCORD led vaccine outreach and education work by addressing vaccine misinformation and hesitancy through our social media. We shared information given to us by health officials and addressed community members' questions during our live video sessions. OCCORD also addressed housing issues that resulted from the COVID-19 pandemic. When housing insecurity became an issue in our community, we began to host virtual housing informational sessions to inform residents about their rights as tenants and rental assistance programs. OCCORD staff aided many residents through rental assistance program applications, which proved very successful. Ultimately, we were able to help many residents avoid homelessness and continue to have shelter through the pandemic.During the 2022 Elections, OCCORD continued to meet the moment through nonpartisan Get Out the Vote efforts. OCCORD focused on nonpartisan educational candidate forums, canvassing, and phone banking to ensure the civic participation of our community members. Through our outreach efforts, we successfully knocked on over 2,746 doors, called over 20,758 individuals, and texted over 54,230 community members.OCCORD's Citizenship Program provides naturalization assistance, civics classes, training, and leadership development, enabling immigrant workers and residents to become full participants in the democratic process. We work with local and regional organizations to provide these services to their members and constituents. In 2023, OCCORD continued our 1-on-1 client services to help individuals navigate the naturalization process, and for the second time since the pandemic, we were able to host our Citizenship Mega Fair. All of OCCORD's citizenship services were provided free of charge to participants. Additionally, OCCORD continued offering citizenship preparation classes virtually and in person. More than 132 residents were helped with applications.
Expenses $892,111
As filed on the 2023 return.
Listed in Part VII
-
ELY FLORES
Executive Dir.
- Total calculated
- $161,937
- From this org
- $131,140
- From related orgs
- $0
- Other
- $30,797
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $131,140
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,920
- Nontaxable benefits
- $22,877
- Filer's total
- $161,937
-
AMANDA BYRD
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
RAFAEL SOLORZANO
Director
- Total calculated
- $0
- Hours/week
- 1
-
CESAR COVARRUBIAS
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
ALEJANDRO PONCE DE LEON
Director
- Total calculated
- $0
- Hours/week
- 1
-
MARISOL RAMIREZ
Director
- Total calculated
- $0
- Hours/week
- 1
-
CAROLINA SARMIENTO
Director
- Total calculated
- $0
- Hours/week
- 1
-
ERIC ALTMAN
Treasurer
- 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
- 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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ANAHEIM NEIGHBORHOODS TOGETHER
501(C)(4) · ADVOCATE FOR WORKING FAMILIES · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433259349300643
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.