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Nonprofit · EIN 84-2791104

ADVANCE OC

Tax-exempt · SAN JUAN CAPO, CA 92675

Financials

$1.1M$1.1M2023$685K$637K2024
Revenue Expenses · by fiscal year end
Financials of ADVANCE OC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$684,638$637,045$47,593$142,956$0$142,956
December 31, 2023990$1,103,264$1,109,779-$6,515$133,505$44,705$88,800
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$166,699
Program service revenue
$517,939
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$155,000
Other salaries and wages
$180,000
Salaries, compensation and benefits (total)
$362,273
Professional fundraising fees
$0
Accounting fees
$13,831
Occupancy
$54,070
Travel
$1,956
Program services (functional)
$561,958
Management and general (functional)
$66,791
Fundraising (functional)
$8,296

Balance sheet and other

Total assets, start of year
$133,505
Total assets, end of year
$142,956
Total liabilities, end of year
$0
Net assets, end of year
$142,956
Gross receipts
$684,638
Employees
5
Volunteers
7
Year formed
2019
State of legal domicile
CA

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TORHON BARNESDIRECTOR OF STRATEGIC PARTNERSHIPS
Officer
40$80,000
TAMMY PENGDIRECTOR OF OPERATIONS
Officer
40$75,000
CLAYTON CHAUCHAIR
Trustee or director, Officer
5$0
KELITA GARDNERVICE CHAIR
Trustee or director, Officer
5$0
KATRINA KALVODAPRESIDENT
Trustee or director, Officer
5$0
KARIN KALKSECRETARY
Trustee or director, Officer
5$0
TIMOTHY HENDERSONTREASURER
Trustee or director, Officer
5$0
KATHERINE AMOUKHTEHDIRECTOR
Trustee or director
5$0
DEREK SERRANODIRECTOR
Trustee or director
5$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
TORHON BARNESDIRECTOR OF SD / SEC
Officer
40$144,576
TAMMY PENGTREASURER / DIR. OF OPS
Officer
40$143,750
KATIE TRANDIRECTOR OF OUTREACH
Highest-paid employee
40$103,750
KATIE KALVODAPRESIDENT / DIRECTOR
Trustee or director, Officer
50$0
CLAYTON CHAUDIRECTOR
Trustee or director
10$0
KATHERINE AMOUKHTEHDIRECTOR
Trustee or director
10$0
TIMOTHY HENDERSONDIRECTOR
Trustee or director
10$0

Address and contacts

Address (IRS master file)
31726 RANCHO VIEJO RD STE 101, SAN JUAN CAPO, CA 92675-2723
In care of
% KATRINA KALVODA
Principal officer (990 for 2024)
TORHON BARNES, 31726 RANCHO VIEJO RD 101, SAN JUAN CAPISTRANO, CA 92675
Signed the 990
KATRINA KALVODA, PRESIDENT
Phone
(949) 229-0593
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $132,586 · revenue $115,210
  • 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.
    Expenses $131,573 · revenue $165,000
  • 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.
    Expenses $95,446 · revenue $80,000
  • 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.
    Expenses $202,353 · revenue $157,729

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-2791104
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
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$142,956
Income (IRS master file)
$684,638

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990December 2023$1,103,264$1,109,779$133,505IRS
990December 2022$295,725$399,112$95,315IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about ADVANCE OC

What is the EIN of ADVANCE OC?
The employer identification number (EIN) of ADVANCE OC is 84-2791104.
Is ADVANCE OC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to ADVANCE OC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ADVANCE OC 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 ADVANCE OC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ADVANCE OC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ADVANCE OC?
The 990 for the year ended December 31, 2024 names TORHON BARNES.
Who are the officers and directors of ADVANCE OC?
The 990 for the year ended December 31, 2024 lists 9 people; 2 received compensation from the organization, the highest $80,000 (TORHON BARNES, DIRECTOR OF STRATEGIC PARTNERSHIPS).
How much revenue does ADVANCE OC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $684,638, expenses of $637,045 and total assets of $142,956 at year end.

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