2024-11-26T12:59:19-06:00 2023-09-30 320530003 QUIGLEY & MIRON 3550 WILSHIRE BLVD 1660 LOS ANGELES CA 90010 990 2022-10-01 273116300 OPERATION CARE AND COMFORT OPER 4083738635 3173 PEBBLE BEACH CIRCLE FAIRFIELD CA 94534 JULIE DEMARIA PRESIDENT 4083738635 2024-11-26 1 JONI FUJIHARA P01370973 2136393550 2022 2024-10-15 13:58:12Z X JULIE DEMARIA 3173 PEBBLE BEACH CIRCLE FAIRFIELD CA 94534 2399041 0 X WWW.OCC-USA.ORG X 2010 CA TO SUPPORT AND ASSIST VETERANS, MILITARY PERSONNEL, AND THEIR FAMILY MEMBERS. 8 8 0 2000 0 0 1925508 2328167 0 0 826 1325 0 3590 1926334 2333082 1977099 2038302 0 0 0 0 0 0 10670 258204 313254 2235303 2351556 -308969 -18474 649163 601825 43043 14179 606120 587646 OPERATION CARE AND COMFORT (OCC), OUR ALL-VOLUNTEER 501(C)(3) ORGANIZATION, IS DEDICATED TO SUPPORTING AND ASSISTING VETERANS, MILITARY PERSONNEL, AND THEIR FAMILY MEMBERS. 0 0 1310078 1159267 CARE PACKAGES FOR TROOPS: PACKAGES OF PERSONAL CARE ITEMS, ENTERTAINMENT ITEMS, CLOTHING, AND FOOD ARE SENT OVERSEAS TO DEPLOYED TROOPS IN ALL BRANCHES OF THE MILITARY. IN FY 2022-23, THE ORGANIZATION SHIPPED CARE PACKAGES TO APPROXIMATELY 75 "ADOPTED" MILITARY UNITS MONTHLY, AVERAGING OVER 3,400 POUNDS TRANSPORTED OVERSEAS EACH MONTH. 821153 804196 TICKETS FOR TROOPS: TEAMS, SEASON TICKET HOLDERS, SPONSORS, AND PROMOTERS DONATE TICKETS TO THE ORGANIZATION SO TROOPS, VETERANS, AND THEIR FAMILIES MAY ATTEND EVENTS FREE. IN FY 2022-23, OVER 18,500 TICKETS WERE DISTRIBUTED. 143202 74839 ADOPT A MILITARY FAMILY: THROUGH THIS PROGRAM, MILITARY AND VETERAN FAMILIES IN NEED OF SUPPORT ARE ANONYMOUSLY ADOPTED BY CIVILIAN FAMILIES, ORGANIZATIONS AND COMPANIES. HUNDREDS OF MILITARY VETERANS AND THEIR FAMILIES ARE SUPPORTED ANNUALLY THROUGH THIS PROGRAM DURING THE HOLIDAYS AND THROUGHOUT THE YEAR. OCC IS ALSO ABLE TO DISTRIBUTE DONATED GOODS TO U.S. MILITARY BASES TO SUPPORT MILITARY FAMILIES THROUGH THIS PROGRAM. 2274433 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X X OPERATION CARE AND COMFORT 4083738635 3173 PEBBLE BEACH CIRCLE FAIRFIELD CA 94534 X JULIE DEMARIA BOARD PRESIDENT 60.00 X X 0 0 0 FRANK KEFFER BOARD VICE PRESIDENT 10.00 X X 0 0 0 ALISON HUGHES BOARD TREASURER 20.00 X X 0 0 0 DIEP LE BOARD MEMBER 4.00 X 0 0 0 NICOLE STINNETT BOARD MEMBER 2.00 X 0 0 0 JULIE KLING FORMER SECRETARY 2.00 X 0 0 0 MARCO SEGURA BOARD MEMBER 2.00 X 0 0 0 JESSICA MOSER SECRETARY 2.00 X 0 0 0 0 0 0 0 0 0 0 0 50377 2277790 2070697 2328167 1325 1325 55959 50377 55959 0 13590 10000 3590 3590 2333082 0 0 4915 X 879035 879035 1159267 1159267 28096 28096 21055 1500 19555 3548 472 3076 25724 25724 47510 44356 3090 64 773 773 3607 3607 PROGRAM SUPPLIES 116423 112563 3784 76 CARE PACKAGE SHIPPING 51731 51146 585 MISCELLANEOUS 11519 3887 7632 EVENT EXPENSE 2950 76 2874 318 294 24 2351556 2274433 66453 10670 495348 386296 5470 11500 145725 200423 4292 1733 1552 2559 1068 1047 649163 601825 43043 14179 43043 14179 X 603911 587646 2209 0 606120 587646 649163 601825 -18474 0 X X 0 1 X 1 0 X 2352349 1023500 1256702 1925508 2328167 8886226 2352349 1023500 1256702 1925508 2328167 8886226 3042339 5843887 1089 968 881 826 1325 5089 3590 3590 8894905 0.65700 0.67720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4292 1733 2559 2559 X 2499540 166458 166458 2333082 0 2333082 2518014 166458 166458 2351556 0 2351556 PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED 'MORE LIKELY THAN NOT' TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT SEPTEMBER 30, 2023. GENERALLY, THE ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR THREE (FEDERAL) AND THREE OR FOUR (STATES) YEARS FROM THE DATE OF FILING. 1 MIDDLE EAST 0 0 NONCASH GIFTS TO RECIPIENTS LOCATED IN THE REGION CARE PACKAGES ARE SHIPPED TO UP TO 75 "ADOPTED" MILITARY UNITS EACH MONTH. 1159267 0 0 0 0 0 0 1159267 0 1159267 CARE PACKAGES MIDDLE EAST 138250 N/A 1159267 CARE PACKAGES ARE SHIPPED TO UP TO 75 "ADOPTED" MILITARY UNITS EACH MONTH. FMV & SHIPPING WEIGHT 0 0 0 0 0 0 PART I, LINE 2: CARE PACKAGES ARE SHIPPED DIRECTLY TO DEPLOYED MILITARY UNITS FOR THEIR OWN USE. NO SUBSEQUENT MONITORING IS PERFORMED DUE TO THE NONCASH NATURE OF THE GIFTS. PART III ACCOUNTING METHOD: POKER TOURNAMENT 15970 1577 14393 13683 887 GOLF TOURNAMENT 90366 48800 41566 38801 522 2066 106336 50377 55959 52484 522 2953 55959 0 13590 0 10000 1 1.00000 13590 10000 10000 3590 CA 1 0 0 0 1.00000 OPERATION CARE AND COMFORT 3173 PEBBLE BEACH CIRCLE FAIRFIELD CA 94534 0 0 1 TICKETS FOR TROOPS 18538 804196 FACE VALUE TICKETS FOR SPORTING/ENTERTAINMENT EVENTS ARE DONATED TO TROOPS, VETERANS, AND THEIR FAMILIES. ADOPT A MILITARY FAMILY 7484 74839 FACE VALUE SUPPLIES, CARE KITS, AND GIFT CARDS ARE DONATED TO LOCAL TROOPS AND THEIR FAMILIES. PART I, LINE 2: SPORTING/ENTERTAINMENT EVENT TICKETS ARE GIVEN DIRECTLY TO MILITARY INDIVIDUALS FOR THEIR OWN USE. NO SUBSEQUENT MONITORING IS PERFORMED DUE TO THE NONCASH NATURE OF THE GIFTS. X CARE PACKAGE ITEMS 2427930 1213965 FMV & SHIPPING WEIGH X EVENT TICKETS 18538 781491 FACE VALUE X SUPPLIES 63474 75241 FACE VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED ANNUALLY TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990 IS AVAILABLE ON OUR WEBSITE, ON OTHER WEBSITES (CHARITY NAVIGATOR, GUIDESTAR) AND UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON WRITTEN REQUEST, AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990 PAGE 1 PART B - AMENDED RETURN THE FINANCIAL INFORMATION PREVIOUSLY REPORTED IN THE ORIGINAL RETURN OF OPERATION: CARE AND COMFORT REFLECTED UNAUDITED BALANCES. AFTER THE AUDIT WAS COMPLETED, THESE BALANCES CHANGED. AS A RESULT, THE RETURN IS BEING AMENDED. THIS AMENDED RETURN CONTAINS THE FOLLOWING CHANGES TO THE AMOUNTS PREVIOUSLY REPORTED IN THE ORIGINAL RETURN: PART I SECTION B CHANGED TO AMENDED RETURN PART III LINE 4A EXPENSES CHANGED FROM 1,309,462 TO 1,310,078. LINE 4B EXPENSES CHANGED FROM 821,108 TO 821,153 LINE 4E TOTAL EXPENSES CHANGED FROM 2,273,772 TO 2,274,433. PART IV LINE 11F CHANGED FROM NO TO YES. LINE 12A CHANGED FROM NO TO YES. PART VI LINE 20 CHANGED FROM FINANCIAL ADMINISTRATIVE SUPPORT SERVICES - (408)513-8757 3315 ALMADEN EXPRESSWAY, STE 10, SAN JOSE, CA 95118 TO OPERATION: CARE AND COMFORT - (408)373-8635 3173 PEBBLE BEACH CIRCLE, FAIRFIELD, CA 94534. PART VIII LINE 1C CHANGED FROM 50,390 TO 50,377. LINE 1F CHANGED FROM 2,278,192 TO 2,277,790. LINE 1H CHANGED FROM 2,328,582 TO 2,328,167 LINE 8 CHANGED FROM 50,390 TO 50,377. LINE 8A CHANGED FROM 55,544 TO 55,959. LINE 8B CHANGED FROM 55,544 TO 55,959. LINE 12 COLUMN A CHANGED FROM 2,333,497 TO 2,333,082. PART IX LINE 11G COLUMN A CHANGED FROM 20,555 TO 21,055. LINE 11G COLUMN B CHANGED FROM 0 TO 1,500. LINE 11G COLUMN C CHANGED FROM 20,555 TO 19,555. LINE 12 COLUMNS A&B CHANGED FROM 318 TO 0. LINE 17 COLUMN A CHANGED FROM 47,574 TO 47,510. LINE 17 COLUMN B CHANGED FROM 44,421 TO 44,356. LINE 17 COLUMN D CHANGED FROM 63 TO 64. LINE 24A COLUMN A CHANGED FROM 117,173 TO 116,423. LINE 24A COLUMN B CHANGED FROM 113,313 TO 112,563. LINE 24C COLUMN A CHANGED FROM 11,619 TO 11,519. LINE 24C COLUMN D CHANGED FROM 7,732 TO 7,632 LINE 24D COLUMN A CHANGED FROM 2,951 TO 2,950. LINE 24D COLUMN D CHANGED FROM 2,875 TO 2,874 LINE 24E COLUMN A CHANGED FROM 0 TO 318. LINE 24E COLUMN B CHANGED FROM 0 TO 294. LINE 24E COLUMN D CHANGED FROM 0 TO 24. PART XI LINE 1 CHANGED FROM 2,333,497 TO 2,333,082. LINE 2 CHANGED FROM 2,351,971 TO 2,351,556. PART XII PART 2B CHANGED FROM NO TO YES. PART 2C CHANGED FROM NO TO YES. SCHEDULE A, PART II, SECTION A LINE 1(E) CHANGED FROM 2,328,582 TO 2,328,167. LINES 1(F), 4(F), 7(F) CHANGED FROM 8,886,641 TO 8,886,226. LINE 6(F) CHANGED FROM 5,844,374 TO 5,843,887. LINE 11 CHANGED FROM 8,895,320 TO 8,894,905. SCHEDULE D, PART XI LINE 1 CHANGED FROM 0 TO 2,499,540. LINE 2B CHANGED FROM 0 TO 166,458. LINE 2E CHANGED FROM 0 TO 166,458. LINE 3 CHANGED FROM 0 TO 2,333,082. LINE 5 CHANGED FROM 0 TO 2,333,082. SCHEDULE D, PART XII LINE 1 CHANGED FROM 0 TO 2,518,014 LINE 2A CHANGED FROM 0 TO 166,458. LINE 2E CHANGED FROM 0 TO 166,458. LINE 3 CHANGED FROM 0 TO 2,351,556. LINE 5 CHANGED FROM 0 TO 2,351,556. SCHEDULE D, PART XIII - ADDED FIN 48 STATEMENT "PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED 'MORE LIKELY THAN NOT' TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT SEPTEMBER 30, 2023. GENERALLY, THE ORGANIZATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR THREE (FEDERAL) AND THREE OR FOUR (STATES) YEARS FROM THE DATE OF FILING. SCHEDULE F, PART I LINE 1 CHANGED FROM NO TO YES. LINE 4 COLUMN E CHANGED FROM "CARE PACKAGES ARE SHIPPED TO UP TO 100 "ADOPTED" MILITARY UNITS EACH MONTH" TO "CARE PACKAGES ARE SHIPPED TO UP TO 75 "ADOPTED" MILITARY UNITS EACH MONTH". SCHEDULE F, PART II LINE 1 COLUMN C CHANGED FROM 3,000 TO 138,250. LINE 1 COLUMN G CHANGED FROM "CARE PACKAGES ARE SHIPPED TO UP TO 100 "ADOPTED" MILITARY UNITS EACH MONTH" TO "CARE PACKAGES ARE SHIPPED TO UP TO 75 "ADOPTED" MILITARY UNITS EACH MONTH". LINE 1 COLUMN H CHANGED FROM "SHIPPING WEIGHT" TO "FMV & SHIPPING WEIGHT" SCHEDULE G, PART II LINE 1 CHANGED FROM 105,934 TO 106,336. LINE 1B CHANGED FROM 89,964 TO 90,366. LINE 2 CHANGED FROM 50,390 TO 50,377. LINE 2B CHANGED FROM 48,813 TO 48,800. LINE 3 CHANGED FROM 55,544 TO 55,959. LINE 3B CHANGED FROM 41,151 TO 41,566. LINE 9A CHANGED FROM 710 TO 887. LINE 9B CHANGED FROM 1,828 TO 2,066. LINE 9D CHANGED FROM 2,538 TO 2,953. LINE 10 CHANGED FROM 55,544 TO 55,959. SCHEDULE I, PART III LINE 2 COLUMN B CHANGED FROM 150,000 TO 7,484. SCHEDULE M, PART I LINE 25 COLUMN B CHANGED FROM 44,805 TO 2,427,930. LINE 25 COLUMN D CHANGED FROM SHIPPING WEIGHT TO FMV & SHIPPING WEIGHT. LINE 26 COLUMN B CHANGED FROM 19,449 TO 18,538. LINE 26 COLUMN C CHANGED FROM 789,191 TO 781,491. LINE 26 NAME WAS CHANGED FROM AMF SUPPLIES TO SUPPLIES. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT COMMITTEE HAS RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS. THEIR RESPONSIBILITY IS UNCHANGED FROM THE PRIOR YEAR.