2025-11-14T10:40:26-08:00 2024-12-31 953537440 ROBERT LOPEZ ACCOUNTANCY CORPORATION 1442 Irvine Blvd Ste 227 Tustin CA 92780 990 2024-01-01 953221290 ORANGE COUNTY COMMUNITY HOUSING CORP ORAN 7145588161 501 N GOLDEN CIRCLE DR 200 SANTA ANA CA 92705 NORA MENDEZ Executive Dir. 2025-11-13 true true ROBERT LOPEZ P00222725 7147319009 2024 2025-03-06 01:10:19Z NORA MENDEZ 501 N GOLDEN CIRCLE DR 200 SANTA ANA CA 92705 7356475 false X www.occhc.org X 1977 CA OCCHC HAS A MISSION TO TRANSITION EXTREMEMLY LOW-INCOME FAMILIES TOWARDS GREATER SELF-SUFFICIENCY BY ASSISTING THEM WITH HOUSING AND EDUCATION. 12 12 9 109 16921 15921 781545 1806374 4324789 4815080 136750 197904 665234 372183 5908318 7191541 0 0 977032 1121880 0 199169 3730119 3865122 4707151 4987002 1201167 2204539 29431919 31799057 15533350 15539981 13898569 16259076 FOUNDED IN 1977, OCCHC HAS A MISSION TO TRANSITION EXTREMELY LOW-INCOME FAMILIES TOWARDS GREATER SELF-SUFFICIENCY BY ASSISTING THEM WITH HOUSING AND EDUCATION. FOR 47 YEARS THE ORGANIZATION HAS CREATED AND CONTINUES TO OWN AND MANAGE 314 APARTMENTS, SERVING EXTREMELY LOW-INCOME FAMILIES IN ORANGE COUNTY. THE ORGANIZATION'S UNIQUE STANCE IN OWNING AND MANAGING ALL OF ITS UNITS ALLOWS IT TO ENHANCE THE LIVES OF ITS FAMILIES WHILE THEY LIVE IN A STABLE ENVIRONMENT CONDUCIVE TO LEARNING AND SELF-IMPROVEMENT. false false 3416355 5385168 ORANGE COUNTY COMMUNITY HOUSING CORPORATION (OCCHC) PROVIDES HOUSING AND RELATED SERVICES TO LOW AND MODERATE INCOME PERSONS. DURING 2024 THE ORGANIZATION MAINTAINED UNITS AT 27 SITES. SEE SCHEDULE O ON ACCOMPLISHMENTS. 1030678 STEPPINGUP ASSISTS FAMILIES TO IMPROVE THEIR QUALITY OF LIFE.SEE SCHEDULE OON ACCOMPLISHMENTS. CONTRIBUTIONS OF $806,374 ON PAGE 1, LINE 8 ARE FOR THE STEPPINGUP PROGRAM. 4447033 true true false false false false false false false true true false false false true true true false false false false false false false true false false false false true false false false false false false false false true false false false true true false false false true 15 0 true 9 true true true false false false false true true false 0 false false false false false false false X 12 12 false false false false false false false true false false false true true true true true true true true false CA X NORA MENDEZ 7145588161 501 N GOLDEN CIRCLE DR STE 200 SANTA ANA CA 92705 NORA MENDEZ Executive Dir. 40.00 0.00 X 179421 0 31043 MONICA CARDENAS DEPUTY DIRECTOR 0.00 0.00 129402 0 36981 JON TIMMONS Director 1.00 0.00 X 0 0 0 SERGIO QUERO Director 0.50 0.00 X X 0 0 0 SAMUEL ROMERO Director 0.50 0.00 X 0 0 0 MICHELLE SCOTT Treasurer 0.50 0.00 X 0 0 0 VICTOR RAMIREZ Director 0.50 0.00 X 0 0 0 BRENDA RODRIGUEZ Chairperson 1.00 0.00 X X 0 0 0 CLEMENTE MOJICA Director 0.50 0.00 X 0 0 0 MAURA SCHAFER Secretary 1.00 0.00 X X 0 0 0 NANCY MORIKAWA Director 0.50 0.00 X 0 0 0 JOHN PALACIO Director 0.50 0.00 X 0 0 0 YESENIA VELEZ OCHOA VICECHAIRPERSON 0.50 0.00 X X 0 0 0 VICTOR VALLADARES Director 0.50 0.00 X 0 0 0 308823 68024 2 false true false DBM ROOTER PLUMBING INC 602 SROSEWOOD AVENUE SANTA ANA CA 92703 PLUMBING/REPAIRS 221255 DAVIS LANDSCAPING INC 14392 ACACIA DR TUSTIN CA 92780 LANDSCAPE MAINTENANCE 157104 2 123917 1682457 84247 1806374 501 N.GOLDEN CIRCLE RENT 531390 126107 126107 LAND LEASE RENT 531190 23572 23572 LOW INCOME HOUSING RENT 531110 4666484 4666484 MANAGEMENT FEE 531390 30750 30750 PARAMOUNT FIHP, L.P. 531390 -26 -26 -31807 -31807 4815080 197904 197904 0 0 22175 5254 16921 16921 16921 0 159680 123917 159680 0 0 0 FIRE CLAIM 900099 120565 120565 LATE CHARGE 900099 17640 17640 PROPERTY TAX REFUNDS 900099 193434 193434 23623 23623 355262 7191541 5170342 16921 197904 0 0 0 0 210463 171368 39095 0 689367 492637 33670 163060 51870 47130 1002 3738 170180 164611 5569 0 125043 125043 71203 71203 144525 144525 0 0 0 124399 114363 2974 7062 0 31192 25263 1961 3968 9103 6640 1152 1311 0 105 105 0 0 10952 10952 308254 308254 0 323450 323450 341233 325005 13700 2528 MAINTENANCE 832283 832283 REPAIRS 500562 500562 UTILITIES 428903 428903 PROPERTY TAXES 228065 228065 385850 342399 31518 11933 4987002 4447033 340800 199169 823187 513225 3870269 6103664 0 40788 676060 0 0 607780 602957 0 38074 53116 33283604 10977435 22607219 22306169 0 53500 54000 -142 -168 0 1391244 1490034 29431919 31799057 1567103 1681283 12582605 12280355 1383642 1578343 15533350 15539981 X 13331440 15605798 567129 653278 13898569 16259076 29431919 31799057 X 2204539 78635 77333 X false true X true false X 500912 1308568 639787 757349 1682457 4889073 0 0 500912 1308568 639787 757349 1682457 4889073 90827 4798246 9618 4024 25822 136750 197904 374118 0 25790 29369 389955 662802 479153 1587069 6850260 20199200 0.70040 0.71030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 855316 106243 961559 770170 85146 855316 812933 -42763 770170 704831 108101 812932 655941 48890 704831 true false false 17913143 17913143 15280576 10887550 4393026 89885 89885 22306169 DEFERRED GROUND RENT REVENUE 1264998 RENT ADVANCE 50177 Rounding 1 TENANT DEPOSITS 263167 1578343 X 7386120 78635 132865 211500 7174620 16921 16921 7191541 5025613 53011 53011 4972602 14400 14400 4987002 Part V, Line 4: Intended uses of the endowment fund. REVENUE TO BE USED FOR STEPPING UP PROGRAM. Part X : FIN48 Footnote The preparation of financial statements in accordance with accounting principles generally accepted in the United States of America requires the Organization to report information regarding its exposure to various tax positions taken by the Organization. The Organization has determined whether any tax positions have met the recognition threshold and has measured the Organization's exposure to those tax positions. Management believes that the organization has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years and four years of tax returns filed for federal and state, respectively. Any interest or penalties assessed to the Organization are recorded in operating expenses. No interest or penalties from federal or state tax authorities were recored in the accompanying financial statements. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 MINORITY INTEREST-HARD RENT $15714 . $-11478 MINORITY INTEREST RESIDUAL RECEIPT RENT $14784 MINORITY INTEREST-INTEREST INCOME $15856 RESIDUAL RECEIPT RENT-990-T $22175 IN-KIND HERITAGE FIELDS NOTE $44007 84 New ETHIC LLC RENT EXPENSE $31807 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S FORM 990-T NET RESIDUAL RECEIPTS $16921 Part XII, Line 2d: Other expenses and losses per audited F/S 84 NEW ETHIC LLC EXPENSES $53011 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S OCCHC MANAGEMENT FEE $14400 false WESTWARD HOME 256972 120420 136552 2259 5000 53287 15957 60049 AHA BREAKFAST 26625 3497 23128 6675 825 15628 283597 123917 159680 2259 11675 54112 15957 75677 159680 X X false false false false false false false false false MONICA CARDENAS DEPUTY DIRECTOR 129402 10352 26629 166383 NORA MENDEZ Executive Dir. 179421 14354 16689 210464 2 8750 FMV X 1 66010 DISCOUNT VALUE TOYS 5 97 FMV TICKETS 20 8500 FMV CERTIFICATES 3 890 FMV false false false Form 990, Part VI, Section A, Line 8b COMMITTEES DO NOT HAVE AUTHORITY TO ACT IN BEHALF OF THE BOARD OF DIRECTORS. ALL RECOMMENDATIONS APPROVED BY THE BOARD OF DIRECTORS ARE DOCUMENTED IN THEIR MINUTES. Form 990, Part VI, Section B, Line 11b FORM 990 IS REVIEWED WITH THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS RECEIVE IT PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, Line 12c THE CONFLICT OF INTEREST POLICY CALLS FOR DISCLOSURE OF CONFLICT OF INTEREST ON APPOINTMENT OF NEW DIRECTORS OR HIRING OF NEW EMPLOYEES, AT THE TIME A CONFLICT ARISES AND, ANNUALLY AT THE JANUARY BOARD MEETING. Form 990, Part VI, Section B, Line 15a THE ORGANIZATION HAS A COMPENSATION COMMITTEE THAT REVIEWS FORM 990 OF OTHER NONPROFIT ORGANIZATIONS PROVIDING AFFORDABLE HOUSING, AND SUBMITS ITS RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR APPROVAL. Form 990, Part VI, Section B, Line 15b THE EXECUTIVE DIRECTOR REVIEWS THE SALARIES OF OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS AND CONSIDERS AMOUNTS PAID BY OTHER NONPROFIT ORGANIZATIONS, AND THE INDIVIDUAL'S ACCOMPLISHMENTS AND RESPONSIBILITIES. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, POLICIES,FINANCIAL STATEMENTS AND FORM 990 ARE ON THE ORGANIZATION'S WEBSITE FOR VIEWING BY THE PUBLIC. Form 990, Part XI, Line 9 84 NEW ETHIC LLC EXPENSES = $31807 Form 990, Part XI, Line 9 84 NEW ETHIC LLC EXPENSES = -$53011 Form 990, Part XI, Line 9 ENDOWMENT FEES = -$11478 Form 990, Part XI, Line 9 FORM 990-T EXPENSES = $5254 Form 990, Part XI, Line 9 HERITAGE FIELDS PFIHP NOTE CONTRIBUTION = $44007 Form 990, Part XI, Line 9 MINORITY INTEREST DISTRIBUTION = -$0 Form 990, Part XI, Line 9 MINORITY INTEREST-INTEREST INCOME = $15856 Form 990, Part XI, Line 9 MINORITY INTEREST-LAND LEASE RENT = $15714 Form 990, Part XI, Line 9 MINORITY INTEREST-RESIDUAL RECEIPT RENT = $14784 Form 990, Part XI, Line 9 OCCHC MANAGEMENT FEE = $14400 Form 990, Part XI, Line 9 ROUNDING = $0 DEVELOPMENT OF 84 UNITS OF AFFORDABLE HOUSING THE FOLLOWING ENTITY WAS INVOLVED IN THE BUILDING OF 84 UNITS OF AFFORABLE HOUSING AT THE GREAT PARK IN IRVINE, CALIFORINA:84 NEW ETHIC LLCORANGE COUNTY COMMUNITY HOUSING CORPORATION (OCCHC) IS A 60% MEMBER. THE OTHER TWO MEMBERS ARE ALSO 501(C)(3) ORGANIZATIONS.IN 2024 THE LLC EARNED THE FOLLOWING:LAND LEASE HARD RENT 39,286RESIDUAL RECEIPT RENT-TAXABLE 36,959REPORTED ON PART VII-STATEMENT OF REVENUE HARD RENT RESIDUAL RECEIPT RENT OCCHC (60%) 23,572 22,175 MINORITY INTEREST (40%) 15,714 14,784 ------ ------ 39,286 36,959 ====== ====== PER PUBLICATION 598, "AN EXEMPT ORGANIZATION ISN'T TAXED ON ITS INCOME FROM AN ACTIVITY SUBSTANTIALLY RELATED TO THE CHARITABLE, EDUCATIONAL, OR OTHER PURPOSE THAT IS THE BASIS FOR THE ORGANIZATION'S EXEMPTION. SUCH INCOME IS EXEMPT EVEN IF THE ACTIVITY IS A TRADE OR BUSINESS".THE RENTAL INCOME FROM 84 NEW ETHIC LLC IS FROM PARAMOUNT FAMILY IRVINE HOUSING PARTNERS, L.P.THAT PROVIDES LOW INCOME HOUSING WHICH IS THE MISSION OF OCCHC AND THE FUNDS THAT ARE RECEIVED ARE USED TO MAINTAIN EXISTING LOW INCOME HOUSING OR TO ACQUIRE MORE HOUSING.OCCHC PARAMOUNT LLCOCCHC IS A SINGLE MEMBER OF THE LLCTHE LLC IS THE MANAGING GENERAL PARTNER OF PARAMOUNT FAMILY IRVINE HOUSING PARTNERS, L.P. SEE SCHEDULE R.REPORTED ON STATEMENT OF REVENUEMANAGEMENT FEE 30,750PARAMOUNT FAMILY IRVINE HOUSING PARTNERS, L.P. CONSTRUCTED AND MANAGES THE 84 UNITS AT THE GREAT PARK. SEE SCHEDULE R. PROGRAM ACCOMPLISHMENTS Families housed by OCCHC/SteppingUP are extremely low income and struggling to make ends meet. The combination of affordable housing and free educational services through SteppingUP provides economic empowerment for the entire family and a direct path from homelessness to homeownership.In 2024, OCCHC/SteppingUP marked its 47th year in service providing safe and affordable housing to 334 families in need. It served 3,412 individuals working to step up to self-sufficiency through affordable housing and education. OCCHC/SteppingUP assisted in providing a safe, affordable home and continued to house those facing homelessness while connecting families to resources in need and free program services needed to continue on a path to self-sufficiency.SteppingUP assisted in transitioning families coming from motels, shelters and substandard living to our affordable housing beginning their path to self-sufficiency. SteppingUPs Homeownership component educated 982 at-risk individuals, also providing 526 one-on-one counseling appointments focused on budgeting, credit counseling, and financial literacy. Over 49 free bilingual workshops focused on economic security and homeownership with 8 families becoming first-time homeowners celebrating 109 homeowners to date marking our 6th year as a HUD approved agency.SteppingUPs CAP Program maintained its commitment to reducing the high school dropout rate in Orange County for 18 years; encouraging higher education for at-risk youth since 2006. The program grew from serving 26 students to serving 657 with 217 parents joining CAP's PADRE component. 30 high school seniors graduated with 100% stepping up to higher education. CAP celebrates 141 alumni who have graduated college & entered the workforce. Statement Note 1 OTHER INVESTMENTSCLEARINGHOUSE COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION 53,000PARAMOUNT PARAMOUNT FAMILY IRVINE HOUSING PARTNERS, L.P. (121) ------ TOTAL 52,879 ====== Statement Note 2 FORM 990-T501 N. Golden Circle DriveIN 2022 OVER 85% OF THE BUILDING WAS OCCUPIED BY NONPROFIT ORGANIZATIONS THERFORE RENT RECEIVED IS TAX EXEMPT. OCCHC PARAMOUNT LLC 501 N GOLDEN CIRCLE DR STE 200 SANTA ANA CA 927053913 812593754 LOW INCOME HOUSING CA 30750 138917 ORANGE COUNTY COMMUNITY HOUSING CORP PARAMOUNT FAMILY IRVINE HOUSING PARTNERS 18201 VON KARMAN AVENUE STE 900 IRVINE CA 92612 475396396 LOW INCOME HOUSING CA NA false true 0.00005 false false false false false false false false false false false false false false false false false false false