Nonprofit · EIN 33-0236592
SHANTI ORANGE COUNTY
Tax-exempt · LAGUNA HILLS, CA 92653
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990 | $4,008,600 | $3,493,577 | $515,023 | $2,262,934 | $1,177,513 | $1,085,421 |
| February 29, 2024 | 990 | $2,714,550 | $2,772,283 | -$57,733 | $1,451,260 | $880,862 | $570,398 |
Financial details: 990 for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $969,611
- of which government grants
- $392,319
- Program service revenue
- $2,997,238
- Investment income
- $41,751
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $31,500
- Compensation of officers, directors and key employees
- $177,733
- Other salaries and wages
- $2,386,127
- Salaries, compensation and benefits (total)
- $2,933,734
- Professional fundraising fees
- $0
- Accounting fees
- $28,036
- Occupancy
- $220,039
- Travel
- $4,904
- Depreciation
- $4,391
- Program services (functional)
- $3,312,281
- Management and general (functional)
- $105,614
- Fundraising (functional)
- $75,682
Balance sheet and other
- Total assets, start of year
- $1,451,260
- Total assets, end of year
- $2,262,934
- Total liabilities, end of year
- $1,177,513
- Net assets, end of year
- $1,085,421
- Land, buildings and equipment
- $15,469
- Net assets without donor restrictions
- $1,047,290
- Net assets with donor restrictions
- $38,131
- Gross receipts
- $4,008,600
- Employees
- 52
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDSAY FITZPATRICK | EXECUTIVE DIRECTOR | 40 | $169,426 | $14,296 |
| VELTRIA ROMAN | Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| DONALD SHUM | Director Trustee or director | 2 | $0 | $0 |
| JEREMY ANCALADE | Chairman Trustee or director, Officer | 5 | $0 | $0 |
| ANDREW NGUYEN | Director Trustee or director | 2 | $0 | $0 |
| TRISHA BURKE | Director Trustee or director | 2 | $0 | $0 |
| CARLOS TORRES | Director Trustee or director | 2 | $0 | $0 |
| SHAWN INGRAM | Vice Chair Trustee or director | 2 | $0 | $0 |
| JUDY MINA-BALLARD | Secretary Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended February 29, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDSAY FITZPATRICK | Executive Direc Officer | 40 | $147,220 |
| VELTRIA ROMAN | Director Trustee or director | 2 | $0 |
| DONALD SHUM | Director Trustee or director | 2 | $0 |
| JEREMY ANCALADE | Chairman Trustee or director, Officer | 5 | $0 |
| RUTH WEAVER | Director Trustee or director | 2 | $0 |
| DAVID CARNEVALE | Vice Chair Trustee or director | 2 | $0 |
| LAURA SALAZAR MD | Treasurer Trustee or director, Officer | 5 | $0 |
| TRISHA BURKE | Secretary Trustee or director, Officer | 2 | $0 |
| CARLOS TORRES | Director Trustee or director | 2 | $0 |
| SHAWN INGRAM | Director Trustee or director | 2 | $0 |
| JUDY MINA-BALLARD | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 23461 S POINTE DR STE 100, LAGUNA HILLS, CA 92653-1523
- Signed the 990
- JEREMY ANCALADE, Chairman
- Phone
- (949) 452-0888
- Return prepared by
- Richard K Scully CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0236592 or by the name SHANTI ORANGE COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SHANTI ORANGE COUNTY STRENGTHENS THE HEALTH AND WELLBEING OF ORANGE COUNTY RESIDENTS IN NEED THROUGH INDIVIDUALIZED, CULTURALLY SENSITIVE AND LIFE AFFIRMING MENTAL HEALTH SERVICES, COMMUNITY OUTREACH, AND SUPPORTIVE SERVICES FOR THOSE AFFECTED BY HIV/AIDS AND OTHER CHRONIC DISEASES.
Program accomplishments
- MENTAL HEALTH SERVICES - PROVIDES PSYCHOLOGICAL AND EMOTIONAL SUPPORT THROUGH INDIVIDUAL AND GROUP THERAPY TO 1,435 INDIVIDUALS LIVING WITH HIV/AIDS.Expenses $2,610,341
- CASE MANAGEMENT, MEALS, COORDINATION AND CLIENT ADVOCACY - PROVIDES CASE MANAGEMENT, CLIENT ADVOCACY, AND HOME DELIVERED MEALS TO 150 INDIVIDUALS LIVING WITH HIV/AIDS.Expenses $443,700
- PREVENTION EDUCATION OUTREACH - RESOURCE LIBRARY, EDUCATIONAL SEMINARS AND WORKSHOPS, AMBASSADORS OUTREACH, HEALTH FAIRS, PREVENTION EDUCATION OUTREACH AT HIGH SCHOOLS, COLLEGES, WORKSITES SERVICE ORGANIZATIONS, FAITH BASED ORGANIZATIONS, TREATMENT CENTERS, HIV TESTING, ALCOHOLICS ANONYMOUS GROUP, YOUTH GROUP, AND EDUCATIONAL OUTREACH TO 4,000 CLIENTS ANNUALLY.Expenses $144,201
- SHANTI ORANGE COUNTY PARTNERED WITH UNITED WAY IN THE EQUITY IN ORANGE COUNTY PROJECT TO ADVOCATE FOR SYSTEMS AND POLICY CHANGE FOR LGBTQ COMMUNITY IN ORANGE COUNTY. SHANTI IS THE BACKBONE AGENCY FOR GRANT FUNDING FOR THIS PROJECT, AND 4 SUBGRANTEES WERE CONTRACTED FOR THE GRANT PERIOD.Expenses $114,039
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0236592
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F60Z)
- Assets (IRS master file)
- $2,262,934
- Income (IRS master file)
- $4,008,600
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2025 | $4,008,600 | $3,493,577 | $2,262,934 | XML |
| 990 | February 2024 | $2,714,550 | $2,772,283 | $1,451,260 | XML |
| 990 | February 2023 | $1,869,146 | $1,932,989 | $1,562,000 | IRS |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0236592).
Questions about SHANTI ORANGE COUNTY
- What is the EIN of SHANTI ORANGE COUNTY?
- The employer identification number (EIN) of SHANTI ORANGE COUNTY is 33-0236592.
- Is SHANTI ORANGE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to SHANTI ORANGE COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHANTI ORANGE COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHANTI ORANGE COUNTY due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHANTI ORANGE COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2025.
- Who are the officers and directors of SHANTI ORANGE COUNTY?
- The 990 for the year ended February 28, 2025 lists 9 people; 1 received compensation from the organization, the highest $169,426 (LINDSAY FITZPATRICK, EXECUTIVE DIRECTOR).
- How much revenue does SHANTI ORANGE COUNTY have?
- On its 990 for the year ended February 28, 2025 it reported revenue of $4,008,600, expenses of $3,493,577 and total assets of $2,262,934 at year end.
Other nonprofits in LAGUNA HILLS
- SEEDS CHRISTIAN COUNSELING EIN 87-2168165 · last filed 990 for 2025
- FAMILY ASSESSMENT COUNSELING & EDUCATION SERVICES EIN 33-0560054 · last filed 990 for 2023
- 3RD BATTALION 5TH MARINES 1ST DIVISION SUPPORT COMMITTEE EIN 27-4526336 · last filed 990-EZ for 2025
- EATING DISORDER FOUNDATION OF ORANGE COUNTY EIN 20-1685789 · last filed 990-N for 2025
- RETURN TO CABIN FOUNDATION EIN 39-3602386 · last filed 990-EZ for 2025
- RESTORING PURPOSE PHILANTHROPIES EIN 92-2723402 · last filed 990-N for 2025
- WESTERN YOUTH SERVICES EIN 95-3407054 · last filed 990 for 2025
- THE DAVID SHELDRICK WILDLIFE TRUST USA INC EIN 30-0224549 · last filed 990 for 2026
All nonprofits in LAGUNA HILLS · California · Mental health and crisis intervention