2024-11-15T14:50:13-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-01-01 842791104 ADVANCE OC ADVA 9492290593 31726 RANCHO VIEJO RD 101 SAN JUAN CAPISTRANO CA 92675 TAMMY PENG TREASURER / DIR. OF OPS 9492290593 2024-11-14 1 0 BRIAN YACKER P00401346 9492222999 2024-11-14 2023 2024-10-15 13:58:12Z X TORHON BARNES 31726 RANCHO VIEJO RD 101 SAN JUAN CAPISTRANO CA 92675 1103264 0 X WWW.ADVANCEOC.COM X 2019 CA TO CLOSE SOCIAL AND HEALTH DISPARITIES IN ORANGE COUNTY, CA. WE DO THIS BY BRINGING COMMUNITY STAKEHOLDERS TOGETHER TO ADVANCE DATA-DRIVEN STRATEGIES. 4 4 5 4 0 0 37294 67652 258431 1035612 0 0 0 0 295725 1103264 2560 0 0 0 0 493127 0 0 2831 396552 616652 399112 1109779 -103387 -6515 95315 133505 0 44705 95315 88800 X TO CLOSE SOCIAL AND HEALTH DISPARITIES IN ORANGE COUNTY, CA. WE DO THIS BY BRINGING COMMUNITY STAKEHOLDERS TOGETHER TO ADVANCE DATA-DRIVEN STRATEGIES. 0 0 667300 465040 OC HEALTHY AGING ASSESSMENT: PERFORMED NEEDS ASSESSMENT FOR THE OLDER ADULTS POPULATION IN ORANGE COUNTY TO INFORM THE COUNTY'S MASTER PLAN ON AGING. PROGRAM DELIVERABLES INCLUDE STAKEHOLDER INTERVIEWS, PROVIDER AND COMMUNITY SURVEYS AND FOCUS GROUPS OF ORANGE COUNTY RESIDENTS 60+ YEARS AND THEIR CAREGIVERS. 204765 300000 EQUITY IN OC: INVESTIGATED HEALTH DISPARITIES FOR SIX UNDERSERVED POPULATIONS IN ORANGE COUNTY, DELIVERING DATA INTELLIGENCE AND POPULATION OVERVIEWS ON THE SOCIAL DETERMINANTS OF HEALTH IMPACTING THEM. PROVIDED DATA CONSULTING AND SUPPORT TO OVER 250 NONPROFIT ORGANIZATIONS AND WORKED WITH NUMEROUS COUNTY AGENCIES IN SUPPORT OF EQUITY RELATED INITIATIVES. 101034 100000 NORTHSTAR: PERFORMED OUTREACH AND COMMUNITY ENGAGEMENT SERVICES TO DISINVESTED IMMIGRANT COMMUNITIES IN ORANGE COUNTY, SPECIFICALLY AAPI COMMUNITIES IN ADDITION TO OTHER HISTORICALLY MARGINALIZED GROUPS SUCH AS THE BLACK COMMUNITY, TO INFORM THEM ABOUT ECONOMIC EMPOWERMENT SERVICES CONSISTING OF ENTREPRENEURSHIP, BUSINESS MENTORSHIP AND INCUBATION, AND FINANCIAL LITERACY COURSES OFFERED THROUGH A NETWORK OF COMMUNITY-BASED ORGANIZATIONS. 88604 170572 OTHER: CONDUCTED STRATEGIC RESEARCH AND DEPLOYED INNOVATIVE DATA SOLUTIONS TO THE NONPROFIT AND PUBLIC SECTOR USING AN EQUITY LENS TO ADVANCE SOCIAL PROGRESS AND CLOSE HEALTH DISPARITIES. 88604 170572 1061703 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 CA X THE ORGANIZATION 9492290593 31726 RANCHO VIEJO RD 101 SAN JUAN CAPISTRANO CA 92675 KATIE KALVODA PRESIDENT / DIRECTOR 50.00 X X 0 0 0 CLAYTON CHAU DIRECTOR 10.00 X 0 0 0 KATHERINE AMOUKHTEH DIRECTOR 10.00 X 0 0 0 TIMOTHY HENDERSON DIRECTOR 10.00 X 0 0 0 TORHON BARNES DIRECTOR OF SD / SEC 40.00 X 144576 0 0 TAMMY PENG TREASURER / DIR. OF OPS 40.00 X 143750 0 0 KATIE TRAN DIRECTOR OF OUTREACH 40.00 X 103750 0 0 392076 0 0 3 0 0 0 0 67652 67652 OC HEALTHY AGING 900099 465040 465040 EQUITY IN OC 900099 300000 300000 OTHER PROGRAM REVENUE 900099 170572 170572 NORTHSTAR 900099 100000 100000 1035612 1103264 1035612 0 0 X 288326 266681 21645 168424 160003 8421 36377 32739 3638 6050 6050 302388 301863 525 64190 64190 36167 35494 673 53333 52977 356 46746 43161 3585 1973 1973 60064 59751 313 3758 3719 39 SURVEY EXPENSES 38877 38877 FUNDRAISING EXPENSES 2831 2831 REGISTRATION FEE 275 275 1109779 1061703 45245 2831 95315 133505 95315 133505 0 44705 0 44705 X 0 0 0 0 95315 88800 95315 88800 95315 133505 -6515 0 X 0 0 0 X 72500 37294 67652 177446 72500 37294 67652 177446 58959 118487 177446 1872124 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED KATIE KALVODA DIRECTOR TO COVER BUSINESS OPERATING EXPENSES. X 44705 44705 0 1 0 44705 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED BY VARIOUS MEMBERS OF THE BOARD OF DIRECTORS. ANY QUESTIONS OR PROPOSED REVISIONS/ADDITIONS ARE COMMUNICATED BY THE REVIEWERS TO THE OUTSIDE CPA PREPARER OF THE FORM 990. A COPY OF THE FINAL FORM 990 IS FORWARDED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS ARE CONDUCTED TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G AUDIO & VISUAL: PROGRAM SERVICE EXPENSES 6,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,500. CONSULTING: PROGRAM SERVICE EXPENSES 25,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,050. EVENT PLANNING AND COORDINATION: PROGRAM SERVICE EXPENSES 22,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,500. HR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 184. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 184. PAYROLL FEES: PROGRAM SERVICE EXPENSES 3,068. MANAGEMENT AND GENERAL EXPENSES 341. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,409. PRINTING: PROGRAM SERVICE EXPENSES 34,895. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,895. RESEARCH: PROGRAM SERVICE EXPENSES 136,293. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,293. TRANSLATION: PROGRAM SERVICE EXPENSES 9,922. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,922. WEB DEVELOPER: PROGRAM SERVICE EXPENSES 63,635. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,635.