Nonprofit · EIN 87-3516668
CEO LEADERSHIP ALLIANCE ORANGE COUNTY
Tax-exempt · LAGUNA BEACH, CA 92651
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,800,232 | $2,565,885 | $234,347 | $676,867 | $209,536 | $467,331 |
| December 31, 2023 | 990 | $2,799,266 | $2,706,738 | $92,528 | $692,816 | $459,832 | $232,984 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,751,792
- of which government grants
- $505,052
- Program service revenue
- $0
- Investment income
- $3,321
- Other revenue
- $45,119
Expenses
- Grants and similar amounts paid
- $56,000
- Compensation of officers, directors and key employees
- $311,803
- Other salaries and wages
- $888,908
- Salaries, compensation and benefits (total)
- $1,443,660
- Professional fundraising fees
- $0
- Legal fees
- $26,937
- Accounting fees
- $31,820
- Travel
- $30,068
- Program services (functional)
- $2,018,830
- Management and general (functional)
- $287,954
- Fundraising (functional)
- $259,101
Balance sheet and other
- Total assets, start of year
- $692,816
- Total assets, end of year
- $676,867
- Total liabilities, end of year
- $209,536
- Net assets, end of year
- $467,331
- Net assets without donor restrictions
- -$203,878
- Net assets with donor restrictions
- $671,209
- Gross receipts
- $2,800,232
- Employees
- 13
- Volunteers
- 156
- Year formed
- 2021
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK PERCY | CEO & PRESIDENT Trustee or director, Officer | 40 | $276,188 | $35,615 |
| YASMIN PACHNANDA | COO Highest-paid employee | 40 | $249,002 | $37,805 |
| KARLY SIMPSON | CHIEF ADMINISTRATIVE OFFICER Highest-paid employee | 40 | $105,461 | $40,738 |
| FRANCISKA CASTILLO | DIRECTOR, TALENT STRATEGIES & UNIVERSITY RELATIONS Highest-paid employee | 29 | $120,062 | $0 |
| ANNETTE WALKER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD MORA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS WILSON | CO-FOUNDER Trustee or director | 1 | $0 | $0 |
| RICHARD GOCHNAUER | CO-FOUNDER Trustee or director | 1 | $0 | $0 |
| BRETT WALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVEEN CHOPRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARRYL BUTTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM LETCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMMANUEL ROMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK PERCY | CEO & PRESIDENT Trustee or director, Officer | 40 | $347,813 | $37,975 |
| YASMIN PACHNANDA | SVP Highest-paid employee | 40 | $284,740 | $49,498 |
| ANNETTE WALKER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD MORA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS WILSON | CO-FOUNDER Trustee or director | 1 | $0 | $0 |
| RICHARD GOCHNAUER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRETT WALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVEEN CHOPRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARRYL BUTTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM LETCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDSEY SPINDLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMMANUEL ROMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 668 N COAST HWY 319, LAGUNA BEACH, CA 92651-1513
- Principal officer (990 for 2024)
- MARK PERCY, 668 N COAST HWY 319, LAGUNA BEACH, CA 92651
- Signed the 990
- MARK PERCY, CEO & PRESIDENT
- Phone
- (949) 230-6133
- Website
- CLAOC.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 87-3516668 or by the name CEO LEADERSHIP ALLIANCE 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
THE MISSION OF CEO LEADERSHIP ALLIANCE ORANGE COUNTY (CLAOC) IS TO DEVELOP AND RETAIN THE TALENT NEEDED FOR AN INCLUSIVE, PREMIER INNOVATION HUB.
Program accomplishments
- THE CAREER EXPLORATION EXPERIENCE IS A MICRO-INTERNSHIP DESIGNED TO INTRODUCE HIGH SCHOOL AND UNIVERSITY STUDENTS TO ORANGE COUNTY COMPANIES THROUGH A 4 TO 6 WEEK HYBRID OR IN-PERSON EXPERIENCE. DESIGNED TO COMPLEMENT EXISTING RECRUITMENT STRATEGIES AND PROVIDE MEANINGFUL EMPLOYEE ENGAGEMENT OPPORTUNITIES, THE CAREER EXPLORATION EXPERIENCE INTRODUCES STUDENTS TO THE HOST COMPANY'S MISSION, VALUES, AND WORK CULTURE AS THEY LEARN ABOUT CAREERS ACROSS THE ORGANIZATION. ADDITIONALLY, STUDENTS GAIN PRACTICAL WORK EXPERIENCE AS THEY WORK WITH HOST EMPLOYEES ON A SHORT-TERM PROJECT.PROGRAM ACCOMPLISHMENTS - 180% GROWTH IN CLAOC'S CEE INTERNSHIPS DURING THE PAST 3 YEARS, WITH 36 HOST BUSINESSES AND 300 STUDENTS IN 2024. 1000 HIGH SCHOOL AND UNIVERSITY STUDENTS HAVE COMPLETED CEES SINCE 2022, EARNING $228,000 IN STUDENT STIPENDS.Expenses $734,993 · grants $15,693
- CLAOC HEALTH CARE COALITION IS ADDRESSING ORANGE COUNTY'S HEALTHCARE TALENT SHORTAGE BY INCREASING THE QUALIFIED TALENT POOL AND BUILDING A SUSTAINABLE, EVERGREEN TALENT PIPELINE. BY PARTNERING WITH FIVE TOP HEALTHCARE INSTITUTIONS IN OC, WE ARE ALIGNING EFFORTS TO EXPAND THE HEALTHCARE TALENT PIPELINE AND ENSURE ORANGE COUNTY HAS THE QUALIFIED WORKFORCE NEEDED TO DELIVER EXCEPTIONAL CARE NOW AND INTO THE FUTURE. THESE LEADERS ARE WORKING TO ADDRESS SHARED WORKFORCE CHALLENGES, INCLUDING TALENT SHORTAGES IN HIGH-DEMAND ROLES, TRAINING CAPACITY LIMITS, AND RETENTION HURDLES.Expenses $313,261 · grants $10,419
- NATIONAL TALENT COLLABORATIVE IS A UNIQUE CONSORTIUM OF REGIONAL LEADERS OF BUSINESS-ENGAGED ORGANIZATIONS WITH A SHARED COMMITMENT TO TALENT AND WORKFORCE DEVELOPMENT ACROSS THE UNITED STATES. REGIONAL LEADERS MEET REGULARLY TO SHARE BEST PRACTICES AND TO EXPLORE FURTHER COLLABORATION, SUCH AS SHARING COMMON DATA PLATFORMS, SPEAKING WITH A COLLECTIVE VOICE, AND WORKING TOGETHER TO DRIVE BROAD-SCALE, SYSTEMIC CHANGE ACROSS THE COUNTRY.Expenses $304,357 · grants $3,907 · revenue $45,119
- THE CLAOC AI TALENT LAB CULTIVATES AN INCLUSIVE AND FUTURE-READY WORKFORCE FOR THE AI ERA. THROUGH STRATEGIC PARTNERSHIPS, APPLIED LEARNING PROGRAMS, AND CROSS-SECTOR COLLABORATION, THE LAB STRENGTHENS ORANGE COUNTY'S CAPACITY TO LEAD IN INNOVATIVE AI DEVELOPMENT. CLAOC BRINGS TOGETHER CIVIC AND BUSINESS LEADERS, AI-FOCUSED ENTREPRENEURS, AND EDUCATION ORGANIZATIONS TO CULTIVATE AND RECRUIT THE DIVERSE TALENT NEEDED NOW AND IN THE FUTURE TO SUPPORT A ROBUST AI-INFUSED ECONOMY IN OC. WE PARTNER WITH INDUSTRY AND EDUCATION THROUGH A MONTHLY AI WORKING GROUP AND A QUARTERLY TECH LEADERS GROUP TO STAY RESPONSIVE TO THE REGION'S EVOLVING AI ECOSYSTEM. SINCE BEGINNING THE AI TALENT LAB HAS ENGAGED OVER 3,700 PARTICIPANTS THROUGH PANELS, SUMMITS, AND ECOSYSTEM EVENTS: REACHED 150 HIGH SCHOOL, COMMUNITY COLLEGE, AND UNIVERSITY STUDENTS THROUGH INDUSTRY-SPONSORED AI PROJECTS AND CERTIFICATIONS; DELIVERED 100+ MICRO-INTERNSHIPS IN COLLABORATION WITH PUBLIC AND PRIVATE PARTNERS; POSITIONED OC AS A THOUGHT LEADER THROUGH THE STATE OF AI IN OC WHITEPAPER AND DEVELOPED OC AI GUIDING PRINCIPLES.Expenses $275,480 · grants $19,470
- OC FELLOWS IS A TWO-YEAR PROGRAM DESIGNED TO DEVELOP AND RETAIN DIVERSE YOUNG PROFESSIONALS IN ORANGE COUNTY. IT SUPPORTS RECENT UNIVERSITY GRADUATES EMPLOYED AT OC-BASED COMPANIES BY OFFERING QUARTERLY LEARNING AND SOCIAL EVENTS, AS WELL AS UNIQUE OPPORTUNITIES TO PARTICIPATE IN CAREER-FOCUSED EXPERIENCES.THE PROGRAM ALSO EMPHASIZES COMMUNITY ENGAGEMENT WITH LOCAL HIGH SCHOOL AND UNIVERSITY STUDENTS, HELPING FELLOWS BUILD MEANINGFUL CONNECTIONS AND GIVE BACK. THROUGH SKILL-BUILDING AND NETWORKING, OC FELLOWS STRENGTHENS TIES TO ORANGE COUNTY LEADERS, COMPANIES, AND CAREER OPPORTUNITIES EQUIPPING PARTICIPANTS TO THRIVE AS THE REGION'S NEXT GENERATION OF BUSINESS LEADERS.PROGRAM ACCOMPLISHMENTS - 90+% OF 160 CURRENT AND PAST OC FELLOWS ALUMNI ARE STILL EMPLOYED IN OC. 5TH COHORT OF OC FELLOWS LAUNCHED.Expenses $153,487
- COLLEGE CAREER EXPERIENCES ARE DESIGNED TO EMPOWER COLLEGE STUDENTS TO LAUNCH SUCCESSFUL, FULFILLING CAREERS THROUGH HANDS-ON LEARNING AND INDUSTRY CONNECTIONS. IN COLLABORATION WITH LEADING MEMBER COMPANIES, WE PROVIDE EXCEPTIONAL CAREER DEVELOPMENT EXPERIENCES THAT ENHANCE STUDENTS' RESUMES AND OFFER MEANINGFUL EXPOSURE TO THE PROFESSIONAL WORLD.ADDITIONALLY, THE WORKPLACE MENTORING PROGRAM IS TAILORED FOR UNIVERSITY JUNIORS AND SENIORS. THE PROGRAM HELPS BUILD THE SKILLS AND CONFIDENCE TO LAND INTERNSHIPS AND FULL-TIME ROLES. STUDENTS WILL ALSO EXPLORE OPTIONS FOR GRADUATE SCHOOL AND DISCOVER HOW TO NAVIGATE THEIR CAREER PATH WITH PURPOSE. THIS ISN'T JUST ABOUT MENTORSHIP-IT'S ABOUT BUILDING CONNECTIONS THAT MATTER. PROGRAM TOTALS ARE INCLUDED IN THE CAREER EXPLORATION EXPERIENCE ACCOMPLISHMENTS.Expenses $237,252 · grants $6,512
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-3516668
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S99)
- Assets (IRS master file)
- $676,867
- Income (IRS master file)
- $2,800,232
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,800,232 | $2,565,885 | $676,867 | XML |
| 990 | December 2023 | $2,799,266 | $2,706,738 | $692,816 | XML |
| 990 | December 2022 | $2,535,559 | $2,395,103 | $549,870 | 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 87-3516668).
Questions about CEO LEADERSHIP ALLIANCE ORANGE COUNTY
- What is the EIN of CEO LEADERSHIP ALLIANCE ORANGE COUNTY?
- The employer identification number (EIN) of CEO LEADERSHIP ALLIANCE ORANGE COUNTY is 87-3516668.
- Is CEO LEADERSHIP ALLIANCE ORANGE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to CEO LEADERSHIP ALLIANCE ORANGE COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CEO LEADERSHIP ALLIANCE 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 CEO LEADERSHIP ALLIANCE ORANGE COUNTY 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 CEO LEADERSHIP ALLIANCE ORANGE COUNTY 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 CEO LEADERSHIP ALLIANCE ORANGE COUNTY?
- The 990 for the year ended December 31, 2024 names MARK PERCY.
- Who are the officers and directors of CEO LEADERSHIP ALLIANCE ORANGE COUNTY?
- The 990 for the year ended December 31, 2024 lists 13 people; 4 received compensation from the organization, the highest $276,188 (MARK PERCY, CEO & PRESIDENT).
- How much revenue does CEO LEADERSHIP ALLIANCE ORANGE COUNTY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,800,232, expenses of $2,565,885 and total assets of $676,867 at year end.
Other nonprofits in LAGUNA BEACH
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- NATIONAL TALENT COLLABORATIVE EIN 93-4395768 · last filed 990 for 2024
- ASIAN AMERICAN INSURANCE NETWORK EIN 88-2237086 · last filed 990-EZ for 2024
- CALIFORNIA FEDERATION OF WOMENS CLUBS EIN 95-1694579 · last filed 990 for 2024
- GREATER SUDANESE AMERICAN ALLIANCE OF SOCAL INC EIN 99-1271265 · last filed 990-EZ for 2024
- SOUTH LAGUNA CIVIC ASSOCIATION EIN 95-6346023 · last filed 990-N for 2025
- GCASE INC EIN 45-4717788 · last filed 990-N for 2025
- COMMUNITY MANAGERS INTERNATIONAL ASSOCIATION EIN 91-1995427 · last filed 990-N for 2025
All nonprofits in LAGUNA BEACH · California · Community improvement and capacity building