2025-11-05T14:28:17-08:00 2024-12-31 020639624 Wertz & Company LLP 5450 Trabuco Road Irvine CA 92620 990PF 2024-01-01 260011296 Optivest Foundation OPTI 9493638686 24921 Dana Point Harbor Dr B220 Dana Point CA 92629 Tricia Van Mourick Secretary 2025-11-05 true true J Katie Sterling P01274948 9497565000 2024 2025-03-06 01:10:19Z X 223983 X 408757 408757 0 47528 47528 2436 2436 2268 65330 65330 7170 7170 13735 13755 138467 0 136219 385527 385527 523994 0 521746 -115237 0 209672 93159 93159 50000 50000 50000 88483 7659 83092 80824 80824 342764 223983 223983 5624 2080 5624 2080 X 337140 221903 337140 221903 342764 223983 337140 -115237 221903 221903 0 0 0 false false false false false false false true true CA true false false false false true www.optivestfoundation.org Tricia Van Mourick 9493638686 24921 Dana Point Harbor Dr B220 Dana Point CA 92629 false false false false false false false false false false false false false false false false false false false false false false Mark Van Mourick 24921 Dana Point Harbor Dr Dana Point CA 92629 President 2.00 0 Tricia Van Mourick 24921 Dana Point Harbor Dr Dana Point CA 92629 Secretary 2.00 0 NONE NONE No direct charitable activities 0 0 285068 0 285068 0 285068 4276 280792 14040 14040 14040 14040 14040 521746 521746 14040 830682 806811 1108049 1808532 1339540 5893614 521746 0 14040 507706 6401320 0 830682 5570638 806811 1108049 1808532 1339540 507706 Mark Van Mourick Tricia Van Mourick X Forest Home Foundation 77 E Redlands Blvd Ste 232U Redlands CA 92373 None PC Religious - Spread the word of God to all ages through camp experiences. 40000 Hope International 227 Granite Run Drive Ste 250 Lancaster PA 17601 None PC Religious - Helping people escape proverty by Biblical training, savings opportunities & microloans. 50000 Northrise University PO Box 4441 Scottsdale AZ 85261 None PC Missions - Providing quality, Christ-centered education opportunities and growing leaders in Zambia 50000 PB J 5450 Trabuco Road Irvine CA 92620 None PC Humanitarian Aid - Eradicating severe acute malnutrition via distribution of fortified peanut butter paste & Gospel in Malawi. 5000 Congo Initiative 5540 Centerview Drive Ste 204 Raleigh NC 27606 None PC Religious - Build transformative leadership in the Democratic Republic of Congo. 10000 Edify 8825 Aero Drive Ste 200 San Diego CA 92123 None PC Religious - Building Christ-centered schools to education & opportunity for impoverished children across the globe. 25000 HomeWord PO Box 1600 San Juan Capistrano CA 92693 None PC Religious - advance the work of God in the world by educating, equipping, and encouraging parents and churches to build God-honoring families from generation to generation. 25000 National Christian Foundation 650 Town Center Drive Ste 810 Costa Mesa CA 92626 None PC Scholarship - Donor Advised Fund: Expert guidance and creative giving solutions so Christian donors can maximize their philanthropic impact. 95277 Sedera Voahary Jesus Family Kingdom IM 100 Ambatofotsy Antananarivo MA None nonprofit In support of individual charity work & medical services in Madagascar. 12500 Su Refugio Ministries PO Box 500631 San Diego CA 92150 None PC Christ-centered aid to women and children in rural areas of Paruguay and Uraguay. Provide clothing, shelter and education opportunities. 5000 Milele International PO Box 281 Trabuco Canyon CA 93678 None PC Helping people living on the streets in Kenya to finish school and reacclamate to society and healthy family units. 10000 Optivest Legacy 187 Monarch Bay Drive Dana Point CA 92629 RELATED TAX-EXEMPT ORG. POF LOCAL PRIVATE OPERATING FOUNDATION THAT DONATES TO CHRIST-CENTERED NONPROFITS ACROSS THE GLOBE. 6000 AsOne PO Box 90155 Sioux Falls SD 57109 None PC MAKE DISCIPLES OF JESUS WHILE CREATING SUSTAINABLE SOUTIONS IN EDUCATION, ENTERPRISE, HEALTH AND AGRICULTURE THAT HOLISTICALLY ADDRESS POVERTY IN RURAL, UNDERSERVED COMMUNITIES IN UGANDA. 20000 Harbor Point Church 32222 Del Obispo St San Juan Capistrano CA 92675 None PC LOCAL CHURCH NONPROFIT SERVING THE SAN JUAN CAPISTRANO AND LOCAL COMMUNITIES. 20000 Ho'ola Na Pua PO Box 22551 Honolulu HI 96823 None PC CHRIST-CENTERED NON-PROFIT FOCUSED ON FREEING OPPRESSED, TRAFFICKED AND ENSLAVED WOMEN, PROVIDING SAFE HOUSING AND RESTORATIVE CARE. 10000 MemorialCare Medical Foundation 2801 Atlantic Ave Long Beach CA 90806 None PC NONPROFIT ARM OF HOSPITAL ORGANIZATION SERVING THE SOUTHERN CALIFORNIA REGION, PROVIDING MEDICAL ASSISTANCE TO THE SICK AND IN NEED. 500 Samaritan's Purse PO Box 3000 Boone NC 28607 PC CHRIST-CENTERED NONPROFIT PROVIDING SPIRITUAL AND PHYSICAL AID TO HURTING PEOPLE AROUND THE WORLD - VICTIMS OF WAR, POVERTY, NATURAL DISASTERS, DISEASE, AND FAMINE. 500 Weissach Rally 257 S Fair Oaks Suite 200 Pasadena CA 91105 PC FUNRAISING ARM THAT DONATOES TO CHARITABLE CAUSES PROVIDING ESSENTIAL RESOURCES FOR AT-RISK YOUTH AND FAMILIES DISPLACED BY THE CALIFORNIA WILDFIRES. 750 385527 false false false false false false false false false false X X 1 Optivest NSA Holdings 24901 Dana Point Harbor 200 Dana Point CA 92629 166177 X 2 Optivest Properties LLC 24901 Dana Point Harbor 200 Dana Point CA 92629 146336 X 3 Optivest Properties Protection LLC 24901 Dana Point Harbor 200 Dana Point CA 92629 67112 X 4 COIL IB Inc 24901 Dana Point Harbor 200 Dana Point CA 92629 19132 X 5 National Storage Affiliates LP 8400 East Prentice Ave 900 Greenwood Village CO 80111 5000 X ACCOUNTING 2436 0 0 2436 Office Improvements 2020-12-15 43303 3376 SL 0.0256 1110 Office Improvements 2021-12-15 33480 1752 SL 0.0256 858 Office Improvements 2023-02-02 11700 263 SL 0.0256 300 ViewSpark 50000 50000 Improvements 88483 7659 80824 80824 Bank Service Charges 25 25 Design 127 127 Insurance 557 557 Meals 533 553 Office Cleaning 6104 6104 State filing fees 220 220 Supplies 2410 2410 Telephone 3552 3552 Website and Software Expenses 207 207 Credit Cards 5624 2080