2026-04-22T12:22:19-05:00 2025-06-30 861400078 EVERGREEN ALLIANCE 4332 CERRITOS AVE LOS ALAMITOS CA 90720 990 2024-07-01 330518078 MOMS ORANGE COUNTY MOMS 7149722610 1128 WEST SANTA ANA BLVD SANTA ANA CA 92703 DAVE LUGO CHIEF EXECUTIVE OFFICER 7149722610 2026-04-22 1 1 REBECCA CHRISTIANSEN P01219191 7143728110 2026-04-22 2024 2025-03-06 01:10:19Z DAVE LUGO 1128 WEST SANTA ANA BLVD SANTA ANA CA 92703 5133564 0 X WWW.MOMSORANGECOUNTY.ORG X 1992 CA THE MISSION OF MOMS ORANGE COUNTY IS TO HELP MOTHERS AND THEIR FAMILIES HAVE HEALTHY BABIES BY PROVIDING HEALTH COORDINATION, EDUCATION, AND ACCESS TO COMMUNITY SERVICES. 11 11 46 60 0 0 1742798 2423224 0 0 366227 481292 -34038 -35064 2074987 2869452 0 0 0 0 3125234 3450437 0 0 232830 654301 782678 3779535 4233115 -1704548 -1363663 9036300 7821380 297303 398347 8738997 7423033 X THE MISSION OF MOMS ORANGE COUNTY IS TO HELP MOTHERS AND THEIR FAMILIES HAVE HEALTHY BABIES BY PROVIDING HEALTH COORDINATION, EDUCATION, AND ACCESS TO COMMUNITY SERVICES. 0 0 3433358 THE LARGEST PROGRAMS FOR MOMS CONTINUE TO BE THE HOME VISITATION AND HEALTH EDUCATION PROGRAMS. FOR FYE 2025, THE HOME VISITATION PROGRAM AGAIN SHOWED TREMENDOUS GROWTH RESULTING IN OVER 11,500 VISITS. INCLUDED IN THIS NUMBER ARE SUPPLEMENTAL SERVICES RELATED TO IN-HOME OR IN-PERSON VISITS INCLUDED LIGHT TOUCH MENTAL HEALTH SERVICES WITH AN LPCC, THE THRIVING RELATIONSHIPS PROGRAM AIMED TOWARDS THOSE RECENT SURVIVORS OR THOSE CURRENTLY EXPERIENCING DOMESTIC VIOLENCE, SPECIALIZED MENTAL HEALTH SUPPORT, AS WELL AS BREAST FEEDING CONSULTS AND SPECIALIZED VISITS.FOR HEALTH EDUCATION, WHILE THE VOLUME OF CLIENTS DROPPED DUE TO CIRCUMSTANCES SUCH AS IMMIGRATION CONCERNS, THE AMOUNT OF CLASSES STAYED RELATIVELY THE SAME AS THE PRIOR YEAR. THESE CLASSES INCLUDED THE TRADITIONAL MOMMY & ME OFFERINGS AS WELL AS MUJER SANA, ABRIENDO PUERTAS, PRENATAL SERIES, FATHERS CLASSES AND BREASTFEEDING SUPPORT.WHILE OVERALL AGENCY PROGRAM EXPENSES EQUALED 82.5%, HOME VISITATION ACCOUNTED FOR 92% OF THAT NUMBER WITH HEALTH EDUCATION COMING IN AT 8%. 3433358 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 14 0 1 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAVE LUGO 7149722610 1128 WEST SANTA ANA BLVD SANTA ANA CA 92703 TRACY MORALES MEMBER 2.00 X 0 0 0 ELENEA MEDINA MEMBER 2.00 X 0 0 0 KATHY O'DONNELL MEMBER 2.00 X 0 0 0 LISA COWAN MEMBER 2.00 X 0 0 0 TOM HORTON MEMBER 2.00 X 0 0 0 SADIE SACKS MEMBER 2.00 X 0 0 0 DAVID LAGREW MEMBER 2.00 X 0 0 0 VICTOR VILLANUEVA MEMBER 2.00 X 0 0 0 DAVINA SAMUEL TREASURER 2.00 X X 0 0 0 JEAN MILLAR VICE PRESIDENT 2.00 X X 0 0 0 ALLYSON BROOKS PRESIDENT 2.00 X X 0 0 0 DOTTIE ANDREWS MEMBER 2.00 X 0 0 0 NICHOLE RAMIREZ MEMBER (UNTIL 09/24/24) 2.00 X 0 0 0 DAVE LUGO CHIEF EXECUTIVE OFFICER 40.00 X 211293 0 7807 SARAH OROURKE CHIEF PROGRAM OFFICER 40.00 X 117311 0 61 ANDREA DUNN CHIEF DEVELOPMENT OFFICER 40.00 X 115365 0 9925 LUCY R VAN OTTERLOO EXECUTIVE DIRECTOR, CPN 40.00 X 119000 0 0 KEVIN D VAN OTTERLOO ADMINISTRATIVE DIRECTOR, C 40.00 X 130000 0 0 MIRIAM CASTELLANOS DIRECTOR OF PROGRAM ADMINISTRATION 40.00 X 105709 0 9340 798678 0 27133 6 0 1 0 0 179127 1565903 678194 66366 2423224 144157 144157 2550283 2213148 337135 337135 337135 15900 179127 50964 -35064 -35064 2869452 337135 0 109093 465114 165805 131373 167936 2551659 2355722 184414 11523 1530 1071 230 229 212240 190769 19565 1906 219894 186190 21618 12086 11066 11066 37062 37062 56630 56630 112399 94141 9917 8341 29482 15215 4630 9637 5899 5063 78 758 111977 100281 4924 6772 57623 48978 4610 4035 32927 30522 888 1517 42021 36406 4085 1530 39639 3718 35125 796 IN-KIND EXPENSE 86967 86967 AMORTIZATION 36650 34494 2156 SETTLEMENT 30000 30000 COMMUNICATIONS 29344 26560 986 1798 62992 51456 7570 3966 4233115 3433358 566927 232830 901101 657130 156071 142976 193002 120710 89953 7758 11580 2676984 672874 2046128 2004110 5082069 3856505 660380 717918 75178 135111 9036300 7821380 232556 289230 33333 31414 109117 297303 398347 X 7377073 6827658 1361924 595375 8738997 7423033 9036300 7821380 -1363663 47699 0 X X 0 1 X 1 0 X 1077206 1584376 2136318 1742798 2423224 8963922 1077206 1584376 2136318 1742798 2423224 8963922 521854 8442068 168735 270303 170267 175718 144157 929180 73528 73528 2478 2478 9969108 361331 0.84680 0.82830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 660380 69579 12041 717918 599678 71720 11018 660380 565847 44128 10297 599678 588540 -12262 10431 565847 461514 136315 9289 588540 1.00000 1 0 1425000 1425000 1003639 443582 560057 126070 107796 18274 122275 121496 779 2004110 ENDOWMENT 717918 F 717918 COPIER LEASE LIABILITY 109117 109117 X 2868301 47699 7780 55479 2812822 56630 56630 2869452 4184265 7780 7780 4176485 56630 56630 4233115 PART V, LINE 4: THE PRIMARY OBJECTIVE OF MOMS ORANGE COUNTY'S ENDOWMENT IS TO OBTAIN A RETURN (INCOME AND CAPITAL APPRECIATION), OVER TIME, THAT WILL PROVIDE FUNDING FOR MOMS ORANGE COUNTY PROGRAMS AND ACTIVITIES, WITH DUE CONSIDERATION FOR THE PRESERVATION OF CAPITAL. LONG-TERM GROWTH IS MORE IMPORTANT THAN SHORT-TERM RESULTS. PART X, LINE 2: THE ORGANIZATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERIVCE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER REVENUE AND TAXATION CODE SECTION 23701D, RESPECTIVELY. SINCE THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAXES. THE ORGANIZATION USES THE SAME ACCOUNTING METHODS FOR TAX AND FINANCIAL REPORTING. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. HEALTHY BEGINNINGS, BRIGHT FUTURES 195027 179127 15900 3092 2694 21018 3860 20300 195027 179127 15900 3092 2694 21018 3860 20300 50964 -35064 X X X X 0 0 0 0 0 0 0 0 0 DAVE LUGO CHIEF EXECUTIVE OFFICER 211293 0 0 0 0 0 0 0 7807 0 219100 0 0 0 VICTOR VILLANUEVA BOARD MEMBER 20246 IT SERVICES 0 X 56210 FMV X 1 10156 FMV 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS REPORTED. FORM 990, PART VI, SECTION A, LINE 2 CEO DAVE LUGO IS MARRIED TO THE DIRECTOR OF PROGRAM ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE FINANCE COMMITTEE, AND PRESENTED TO THE ENTIRE BOARD AT A BOARD MEETING PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS OF MOMS ORANGE COUNTY IS REQUIRED TO SIGN AND COMPLY WITH A CONFLICT OF INTEREST STATEMENT. THE CONFLICT OF INTEREST STATEMENT IS GIVEN FOR FULL DISCLOSURE BY EACH MEMBER, PROVIDING THEM WITH A MEMBER'S INDIVIDUAL STATEMENT, IF A CONFLICT IS DISCLOSED, AND KEEPING THE STATEMENTS ON FILE IN THE BOARD MINUTES NOTEBOOK. CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY EACH MEMBER OF THE BOARD, THE MOMS ORANGE COUNTY MANAGEMENT AND MEMBERS OF COMMITTEES WHO DO NOT SERVE ON THE BOARD OF DIRECTORS. THE PROPER GOVERNANCE OF MOMS ORANGE COUNTY DEPENDS ON THE BOARD OF DIRECTORS AND MEMBERS OF ITS COMMITTEES WHO GIVE OF THEIR TIME FOR THE BENEFIT OF THE COMMUNITY. THE GIVING OF THIS SERVICE MAY RESULT IN SITUATIONS INVOLVING A DUAL INTEREST, WHICH MIGHT BE INTERPRETED AS A CONFLICT OF INTEREST WITH MOMS ORANGE COUNTY. HOWEVER, THIS SERVICE SHOULD NOT BE RENDERED UNDOABLE SOLELY BY REASON OF A POSSIBLE CONFLICT OF INTEREST. THIS SERVICE PROVIDED BY THE BOARD OF DIRECTORS CARRIES WITH IT A REQUIREMENT OF LOYALTY AND FIDELITY TO THE CORPORATION, IT BEING THE RESPONSIBILITY OF THE MEMBERS OF THE BOARD OF DIRECTORS, ITS COMMITTEES AND MANAGEMENT AND GENERAL STAFF TO GOVERN AND ADMINISTER THE CORPORATION'S AFFAIRS HONESTLY AND ECONOMICALLY. THE MATTER OF ANY DUALITY OF INTEREST OR CONFLICT OF INTEREST CAN BE HANDLED THROUGH (1) FULL DISCLOSURE OF THE DUALITY OR CONFLICT OF INTEREST AND (2) NO INVOLVEMENT IN ANY VOTE OR DECISION INVOLVING THE INTEREST. RATIONALE: IT IS THE POLICY OF MOMS ORANGE COUNTY THAT ALL BOARD OF DIRECTORS, OFFICERS AND MEMBERS, BOARD COMMITTEE MEMBERS, MANAGEMENT AND GENERAL STAFF SHALL SCRUPULOUSLY AVOID ANY CONFLICT BETWEEN THEIR OWN RESPECTIVE INDIVIDUAL INTEREST AND THAT OF MOMS ORANGE COUNTY. ANY AND ALL ACTIONS TAKEN BY THEM ON BEHALF OF MOMS ORANGE COUNTY, IN THEIR REPRESENTATIVE CAPACITIES SHALL BE FREE FROM CONFLICTS OF INTEREST. THEY SHALL COMPLY WITH ALL GOVERNMENTAL STATUTES, ORDINANCES AND REGULATIONS RELATING TO THE SUBJECT OF SUCH CONFLICTS OF INTEREST. IN THE EVENT, THAT ANY OFFICER, DIRECTOR, COMMITTEE MEMBER, MANAGEMENT OR GENERAL STAFF OF MOMS ORANGE COUNTY SHALL HAVE ANY DIRECT, OR INDIRECT INTEREST, IN OR RELATIONSHIP WITH ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE SALE, PURCHASE, LEASE OR RENTAL OF PROPERTY OR TO RENDER OR EMPLOY SERVICE PERSONAL OR OTHERWISE, SAID OFFICER, DIRECTOR, COMMITTEE MEMBER, MANAGEMENT OR GENERAL STAFF SHALL FORTHWITH GIVE THE BOARD OF DIRECTORS OF MOMS ORANGE COUNTY NOTICE OF SUCH INTEREST RELATIONSHIP. THEREAFTER, ANY INFLUENCE ON MOMS ORANGE COUNTY, ITS MANAGEMENT, OR BOARD OF DIRECTORS, TO AFFECT ANY DECISIONS TO PARTICIPATE OR NOT PARTICIPATE IN SUCH TRANSACTION IS NOT ALLOWED. IN THE EVENT THAT A RELATIONSHIP, AS DESCRIBED ABOVE, BETWEEN MOMS ORANGE COUNTY AND A MEMBER OF THE BOARD OF DIRECTORS SHOULD ENSUE, THE FOLLOWING STEPS ARE TO BE TAKEN: - FULL DISCLOSURE TO AND APPROVAL OF THE BOARD OF DIRECTORS FOR THE NATURE AND NECESSITY OF THE RELATIONSHIP. - APPROVAL BY THE BOARD OF DIRECTORS OF ANY AND ALL CONTRACTS AS THEY PERTAIN TO THE RELATIONSHIP PRIOR TO THE CONTRACT'S IMPLEMENTATION. - APPROVAL BY THE BOARD OF DIRECTORS OF INVOICES RELATED TO THE DESCRIBED RELATIONSHIP PRIOR TO PAYMENT. - PRESENTATION OF FINAL PRODUCT RESULTING FROM RELATIONSHIP TO THE BOARD OF DIRECTORS. A SIGNED COPY OF THIS STATEMENT SHALL BE REQUIRED FROM EACH OFFICER, DIRECTOR, COMMITTEE MEMBER, MANAGEMENT AND GENERAL STAFF WHO IS PRESENTLY SERVICING MOMS ORANGE COUNTY OR WHO MAY HEREAFTER BECOME ASSOCIATED WITH MOMS ORANGE COUNTY. FORM 990, PART VI, SECTION B, LINE 15 THIS YEAR, THE ENTIRE BOARD WAS GIVEN A REVIEW FORM TO ASSESS THE CEO'S PERFORMANCE FOR THE PAST CALENDAR YEAR. FOLLOWING THIS, A SUGGESTED SALARY INCREASE AND/OR BONUS AMOUNT WAS PROVIDED TO THE BOARD, WHICH WAS THEN APPROVED DURING AN EXECUTIVE SESSION. THE RESULTS WERE SHARED WITH THE CEO IN A MEETING ATTENDED BY THE BOARD PRESIDENT AND BOARD VICE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS TAX RETURNS AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR.