2025-11-12T16:05:57-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2024-01-01 842791104 ADVANCE OC ADVA 9492290593 31726 RANCHO VIEJO RD 101 SAN JUAN CAPISTRANO CA 92675 KATRINA KALVODA PRESIDENT 9492290593 2025-11-10 1 0 BRIAN YACKER P00401346 9492222999 2025-11-10 2024 2025-03-06 01:10:19Z TORHON BARNES 31726 RANCHO VIEJO RD 101 SAN JUAN CAPISTRANO CA 92675 684638 0 X WWW.ADVANCEOC.COM X 2019 CA TO LEVERAGE DATA FOR GOOD TO CLOSE SOCIAL AND HEALTH DISPARITIES. 7 7 5 7 0 0 67652 166699 1035612 517939 0 0 0 0 1103264 684638 0 0 0 0 493127 362273 0 0 8296 616652 274772 1109779 637045 -6515 47593 133505 142956 44705 0 88800 142956 X A NONPROFIT RESEARCH AND TECHNOLOGY ORGANIZATION DEDICATED TO CLOSING SOCIAL AND HEALTH DISPARITIES THROUGH DATA-DRIVEN, COMMUNITY-CENTERED DESIGN. OUR MISSION IS TO LEVERAGE DATA FOR GOOD - TRANSFORMING LIVED EXPERIENCE INTO ACTIONABLE INSIGHTS THAT DRIVE EQUITY, JUSTICE, AND SYSTEMS CHANGE. BY LEVERAGING EMERGING TECHNOLOGIES LIKE ARTIFICIAL INTELLIGENCE AND ELEVATING VOICES FROM HISTORICALLY MARGINALIZED COMMUNITIES, WE CREATE DATA PRODUCTS TO TRANSFORM PUBLIC POLICY AND ACHIEVE A MORE JUST SOCIETY. 0 0 132586 115210 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. 131573 165000 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. 95446 80000 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. 202353 157729 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. 202353 157729 561958 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 CA X THE ORGANIZATION 9492290593 31726 RANCHO VIEJO RD 101 SAN JUAN CAPISTRANO CA 92675 TORHON BARNES DIRECTOR OF STRATEGIC PARTNERSHIPS 40.00 X 80000 0 0 TAMMY PENG DIRECTOR OF OPERATIONS 40.00 X 75000 0 0 CLAYTON CHAU CHAIR 5.00 X X 0 0 0 KELITA GARDNER VICE CHAIR 5.00 X X 0 0 0 KATRINA KALVODA PRESIDENT 5.00 X X 0 0 0 KARIN KALK SECRETARY 5.00 X X 0 0 0 TIMOTHY HENDERSON TREASURER 5.00 X X 0 0 0 KATHERINE AMOUKHTEH DIRECTOR 5.00 X 0 0 0 DEREK SERRANO DIRECTOR 5.00 X 0 0 0 155000 0 0 0 0 0 0 0 166699 166699 EQUITY IN OC 900099 165000 165000 OTHER PROGRAM REVENUE 900099 157729 157729 OC HEALTHY AGING 900099 115210 115210 NORTHSTAR 900099 80000 80000 517939 684638 517939 0 0 X 155000 116750 30500 7750 180000 180000 27273 25653 1074 546 13831 13831 102791 90054 12737 20680 20641 39 6990 5464 1526 45200 43166 2034 54070 54070 1956 1747 209 10810 10724 86 4047 2944 1103 SUPPLIES 6014 6014 SURVEY EXPENSES 4185 4185 STAFF MEETING 1783 1783 PROFESSIONAL DEV. 1129 1129 1286 546 740 637045 561958 66791 8296 133505 142956 133505 142956 44705 44705 0 X 0 0 0 0 88800 142956 88800 142956 133505 142956 47593 6563 0 X 0 0 0 X 72500 37294 67652 166699 344145 72500 37294 67652 166699 344145 192074 152071 344145 2390063 0.44190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 B, LINE 15 BOARD REVIEWS THE COMPENSATION OF TOP MANAGEMENT OFFICIALS AGAINST INDUSTRY COMPENSATION DATA. 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 PAYROLL FEES: PROGRAM SERVICE EXPENSES 101. MANAGEMENT AND GENERAL EXPENSES 4,117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,218. HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37. CONSULTING: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. COMMUNITY ENGAGEMENT LIAISON: PROGRAM SERVICE EXPENSES 47,744. MANAGEMENT AND GENERAL EXPENSES 8,583. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,327. PRINTING SERVICES: PROGRAM SERVICE EXPENSES 5,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,503. TRANSLATION SERVICES: PROGRAM SERVICE EXPENSES 7,676. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,676. WEB DEVELOPER: PROGRAM SERVICE EXPENSES 14,030. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,030.