2023-11-03T18:45:53-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2022-01-01 952021700 ONEOC ONEO 7149535757 1901 E FOURTH STREET 100 SANTA ANA CA 92705 TIMOTHY STRAUCH PRESIDENT & CEO 7149535757 2023-11-01 1 TIMOTHY STRAUCH 999009999 0 LISA N RYSSEL CPA P00643670 7149781300 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY STRAUCH 1901 E FOURTH STREET 100 SANTA ANA CA 92705 12778965 0 X WWW.ONEOC.ORG X 1958 CA FULL SERVICE, NONPROFIT RESOURCE CENTER WITH AN EXTENSIVE OFFERING OF INTEGRATED SERVICES. 24 24 158 5127 0 0 8677630 8945660 3432749 2816530 41858 -449 63717 334574 12215954 12096315 4243802 4572141 0 0 3980744 4425957 0 0 159030 2758077 3535322 10982623 12533420 1233331 -437105 7980491 8413412 1270554 2525352 6709937 5888060 X ONEOC'S MISSION IS ACCELERATING NONPROFIT SUCCESS. ONEOC PROVIDES VOLUNTEER, TRAINING, CONSULTING AND BUSINESS SERVICES FOR NONPROFITS TO HELP THEM BECOME AS EFFICIENT AND EFFECTIVE AS THEY ARE PASSIONATE ABOUT THEIR MISSIONS.TO HELP GENERATE MORE RESOURCES FOR LOCAL NONPROFITS. ONEOC ALSO OFFERS A SUITE OF RESOURCES TO HELP COMPANIES BUILD AND GROW THEIR GIVING AND EMPLOYEE VOLUNTEER PROGRAMS IN ORDER TO MAXIMIZE THEIR CHARITABLE ACTIVITIES IN THE COMMUNITY. 0 0 9940655 4572141 1477733 BACK OFFICE BUSINESS SERVICES: FOR SOCIAL ENTREPRENEURS, FOUNDATIONS, AND COLLABORATIONS WHO WANT TO OPERATE MORE EFFECTIVELY AND EFFICIENTLY USING ONEOC'S FISCAL SPONSORSHIP FOR THEIR NONPROFIT INFRASTRUCTURE AND/OR BACK OFFICE SERVICES. ORGANIZATIONS CAN FOCUS ON WHAT THEY DO BEST AND FULFILL THEIR MISSION BY USING ONEOC'S NON-PROFIT ACCOUNTING SERVICES. COMPANY CHARITABLE FUNDS: COMPANIES ARE ABLE TO ESTABLISH THEIR OWN CHARITABLE GIVING PROGRAMS, WITHOUT FORMING A PRIVATE FOUNDATION, USING ONEOC'S COMPANY FOUNDATION PROGRAM BY ESTABLISHING YOUR OWN DONOR ADVISED FUNDS AND / OR UTILIZING CHARITABLE GIVING CARDS. 1571868 1044225 VOLUNTEER SERVICES: FOR INDIVIDUALS, COMPANIES, SELF-DIRECTED TEAMS, AND NONPROFIT ORGANIZATIONS WHO WANT MEANINGFUL VOLUNTEER EXPERIENCES THAT RESULT IN INCREASED CIVIC ENGAGEMENT. 386304 294572 ORGANIZATION DEVELOPMENTAL SERVICES: DELIVERS TRAINING, MEMBERSHIP AND CONSULTING SERVICES FOR NONPROFIT AND COMPANY LEADERS, PROFESSIONALS, AND VOLUNTEERS WHO WANT TO DEVELOP THEIR KNOWLEDGE AND SKILLS FOR GREATER PERSONAL AND ORGANIZATIONAL MISSION IMPACT AND BUSINESS SUCCESS. 11898827 1 1 0 0 0 1 0 0 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 1 158 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X RANDA WREN 7145978962 1901 E 4TH ST SUITE 100 SANTA ANA CA 92705 TIM STRAUCH PRESIDENT & CEO 37.50 X 205427 0 41072 STACY BROOKS DIRECTOR OF HR AND ADMINISTRATION 37.50 X 115634 0 11038 ANDY EUSER BOARD CHAIR 1.00 X X 0 0 0 KENDRA ANGIER SECRETARY 1.00 X X 0 0 0 DAWN REESE TREASURER 1.00 X X 0 0 0 PAM HEDGES DIRECTOR 1.00 X 0 0 0 MICHAEL BENNETT DIRECTOR 1.00 X 0 0 0 JOHN KIRKOWSKI DIRECTOR 1.00 X 0 0 0 MICAH JINDAL DIRECTOR 1.00 X 0 0 0 ANNIE BONETA DIRECTOR 1.00 X 0 0 0 CARO D'ANTUONO DIRECTOR 1.00 X 0 0 0 PETER DUNCAN DIRECTOR 1.00 X 0 0 0 PAUL FEUERBORN DIRECTOR 1.00 X 0 0 0 SHELLIE FREY DIRECTOR 1.00 X 0 0 0 JOHN HOGAN DIRECTOR 1.00 X 0 0 0 DAN KOBLIN DIRECTOR 1.00 X 0 0 0 HIQ LEE DIRECTOR 1.00 X 0 0 0 SARAH LIANG DIRECTOR 1.00 X 0 0 0 AZIZ MOTTIWALA DIRECTOR 1.00 X 0 0 0 PATTI LARSON DIRECTOR 1.00 X 0 0 0 MICHAEL PAGE DIRECTOR 1.00 X 0 0 0 MARICELA RIO-FAUST DIRECTOR 1.00 X 0 0 0 KIM SHERMAN DIRECTOR 1.00 X 0 0 0 RICHARD WARD DIRECTOR 1.00 X 0 0 0 JAMIE WHEELER DIRECTOR 1.00 X 0 0 0 CHARLES CHUNG DIRECTOR 1.00 X 0 0 0 321061 0 52110 2 0 1 0 0 96708 17085 1337533 7494334 8945660 SERVICE FEES 900099 2816530 2816530 2816530 27186 27186 576993 600670 3958 -23677 -3958 -27635 -27635 407382 17085 78022 329360 329360 MISCELLANEOUS 900099 5214 5214 5214 12096315 2816530 0 334125 4572141 4572141 246499 214180 25715 6604 3635060 3158462 379208 97390 260549 223540 26108 10901 283849 247741 24002 12106 785052 785052 508 508 661579 647570 5020 8989 90077 86579 3498 486544 477016 1007 8521 468149 468149 167412 164378 2074 960 27248 27248 42206 42206 DIRECT CLIENT CARE 247305 247246 59 MISCELLANOUS 140715 135617 1609 3489 BANK CHARGES 96904 91547 3947 1410 STAFF TRAINING AND RECR 90447 89714 399 334 231176 219933 6474 4769 12533420 11898827 475563 159030 3824590 3279473 300519 712476 666894 911889 102684 98705 411315 311565 137613 99750 1639571 1652185 1308620 1658934 7980491 8413412 746764 1332971 51555 5975 472235 509396 0 677010 1270554 2525352 X 3796451 2928690 2913486 2959370 6709937 5888060 7980491 8413412 -437105 -384772 0 X X 0 1 X 1 0 X 9657962 16050731 12338850 8677630 8945660 55670833 2659527 2516994 2324579 3432749 2816530 13750379 12317489 18567725 14663429 12110379 11762190 69421212 1270933 2473733 1073450 570500 1162500 6551116 556817 556817 1270933 2473733 1630267 570500 1162500 7107933 62313279 6285 33082 26444 41858 27186 134855 6285 33082 26444 41858 27186 134855 7693 24826 19721 63717 5214 121171 12331467 18625633 14709594 12215954 11794590 69677238 0.89430 0.89870 0.00190 0.00160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 22900 9323 13577 388415 302242 86173 99750 INVESTMENT POOLS 1652185 F 1652185 EMPLOYEE RETENTION CREDITS 981924 RIGHT OF USE ASSET 677010 1658934 LEASE LIABILITIES 677010 677010 X 11892002 -384772 102437 78022 -204313 12096315 0 12096315 12713879 102437 78022 180459 12533420 0 12533420 PART X, LINE 2: ONEOC IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, ONEOC IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM AN UNRELATED BUSINESS ACTIVITY AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED, AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE ACCOMPANYING FINANCIAL STATEMENTS TAKEN AS A WHOLE. ONEOC'S TAX YEARS FROM 2018 TO 2022 ARE OPEN TO REVIEW FOR FEDERAL TAX PURPOSES, AND TAX YEARS FROM 2017 TO 2022 ARE OPEN TO REVIEW FOR STATE TAX PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING LINE 1 FUNDRAISING LINE 2 FUNDRAISING SPIRIT OF VOLUNTEERISM 424467 17085 407382 78022 424467 17085 407382 78022 78022 329360 1 ACCESS CALIFORNIA SERVICES 631 S BROOKHURST ST ANAHEIM CA 92804 330826205 501(C)(3) 19000 0 HUMAN SERVICES ACTIVE MINDS 2001 S STREET NW SUITE 630 WASHINGTON DC 20009 200587172 501(C)(3) 10000 0 HEALTH ALZHEIMER'S ASSOCIATION ORANGE COUNTY CHAPTER 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 953702013 501(C)(3) 10135 0 HEALTH AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 6340 0 HEALTH AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501(C)(3) 11686 0 HEALTH AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 530196605 501(C)(3) 94221 0 HEALTH AMERICAN RED CROSS OF ORANGE COUNTY 2515 MCCABE WAY SUITE 200 IRVINE CA 92614 953702013 501(C)(3) 49000 0 HEALTH ANIMAL FRIENDS 562 CAMP HORNE ROAD PITTSBURGH PA 15237 250951565 501(C)(3) 14874 0 ANIMAL WELFARE BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST 17701 COWAN SUITE 110 IRVINE CA 92614 951893417 501(C)(3) 11670 0 YOUTH SERVICES BRACKEN'S KITCHEN INC 13941 NAUTILUS DR GARDEN GROVE CA 92843 462633171 501(C)(3) 10060 0 FOOD PANTRY BREAST CANCER ALLIANCE INC 48 MAPLE AVENUE GREENWICH CT 06830 061453500 501(C)(3) 10000 0 HEALTH BUCKEYE RANCH SERVICE BOARD INC 1635 CAMBRIDGE BLVD COLUMBUS OH 43212 316035463 501(C)(3) 8019 0 HEALTH CARE HOUSE OF OAKLAND COUNTY 44765 WOODWARD AVE PONTIAC MI 48341 382305297 501(C)(3) 8484 0 HUMAN SERVICES CHAD TOUGH DEFEAT PO BOX 907 SALINE MI 48176 474041494 501(C)(3) 30000 0 HEALTH CHARITABLE VENTURES OF ORANGE COUNTY 1505 E 17TH ST 101 SANTA ANA CA 92705 208756660 501(C)(3) 102502 0 CAPACITY BUILDING CHILDRENS HEALTHCARE OF ATLANTA 1575 NORTHEAST ESPRESSWAY ATLANTA GA 30329 581710601 501(C)(3) 36540 0 HEALTH CHILDRENS HOSPITAL OF THE KINGS DAUGHTERS INC 601 CHILDRENS LANE NORFOLK VA 23507 540506321 501(C)(3) 6936 0 HEALTH CHOC FOUNDATION 1201 W LA VETA AVENUE ORANGE CA 92868 956097416 501(C)(3) 25245 0 HEALTH CHOP FOUNDATION 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 232237932 501(C)(3) 25000 0 HEALTH CIBACS FOUNDATION - EDISON HS 21400 MAGNOLIA ST HUNTINGTON BEACH CA 92646 330723897 501(C)(3) 7570 0 EDUCATION CITS FOUNDATION 180 RICHMOND AVE APT 4 BUFFALO NY 14222 854271035 501(C)(3) 12500 0 YOUTH DEVELOPMENT CLEVELAND ANIMAL PROTECTIVE LEAGUE 1729 WILLEY AVE CLEVELAND OH 44113 340714644 501(C)(3) 34086 0 ANIMAL WELFARE COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY 1505 17TH ST SANTA ANA CA 92705 472671013 501(C)(3) 381711 0 HEALTH COVENANT HOUSE CALIFORNIA 1325 N WESTERN AVENUE LOS ANGELES CA 90027 133391210 501(C)(3) 85326 0 HUMAN SERVICES COVENANT HOUSE MISSOURI 2727 NORTH KINSHIGHWAY BLVD SAINT LOUIS MO 63113 431821599 501(C)(3) 13806 0 HUMAN SERVICES CULTIVATE GOODNESS 1522 S GILBERT RD 106 GILBERT AZ 85296 843836750 501(C)(3) 25512 0 HUMAN SERVICES DO GREATER FOUNDATION INC 14101 MISTY BROOK LN CHARLOTTE NC 28273 823722201 501(C)(3) 13998 0 YOUTH DEVELOPMENT FREEDOM SERVICE DOGS INC 7193 S DILLON ST ENGLEWOOD CO 80112 841068936 501(C)(3) 10000 0 EDUCATION FREESTORE-FOODBANK INC 1141 CENTRAL PARKWAY CINCINNATI OH 45202 237122205 501(C)(3) 15414 0 HUMAN SERVICES FRIENDSHIP MISSION INC PO BOX 320115 MONTGOMERY AL 36110 450566808 501(C)(3) 6270 0 HOMELESS SERVICES GIRLS INCORPORATED OF ORANGE COUNTY 1801 E EDINGER AVENUE SUITE 255A SANTA ANA CA 92705 951810150 501(C)(3) 15177 0 EDUCATION GIVSUM FOUNDATION 3424 VIA OPORTO G204 NEWPORT BEACH CA 92663 273460415 501(C)(3) 9959 0 EDUCATION GLEANERS COMMUNITY FOOD BANK INC 2131 BEAUFAIT DETROIT MI 48207 382156255 501(C)(3) 8484 0 HUMAN SERVICES HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC 3760 FOWLER STREET FORT MYERS FL 33901 592332120 501(C)(3) 7284 0 HUMAN SERVICES HELPING HANDS CHARITABLE FOUNDATION INC 135 MAIN STREET TALLULAH FALLS GA 30573 208670440 501(C)(3) 32712 0 HUMAN SERVICES HISPANIC ASSOCIATION OF COLLEGES AND UNIVERSITIES 8415 DATAPOINT DR STE 400 SAN ANTONIO TX 78229 742466103 501(C)(3) 15855 0 EDUCATION INTERMOUNTAIN HEALTH CARE INC 36 S STATE ST STE 2200 SALT LAKE CITY UT 84111 742675605 501(C)(3) 9888 0 BENEFICIARY ASSOCIATIONS KANSAS CITY RESCUE MISSION 1520 CHERRY STREET KANSAS CITY MO 64108 431287029 501(C)(3) 13374 0 HUMAN SERVICES LAMBDA LITERARY FOUNDATION PO BOX 20186 NEW YORK NY 10014 521996380 501(C)(3) 10000 0 ARTS, CULTURAL ORGANIZATIONS LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH HAMILTON AVE STE 340 PALO ALTO CA 94301 770440090 501(C)(3) 100000 0 HEALTH MAKE A WISH FOUNDATION OF GREATER BAY AREA 1333 BROADWAY SUITE 200 OAKLAND CA 94612 942958481 501(C)(3) 11742 0 HUMAN SERVICES MARY'S MERCY CENTER PO BOX 7563 SAN BERNARDINO CA 92411 330632426 501(C)(3) 10000 0 HUMAN SERVICES MERCY HOUSE INC PO BOX 1905 SANTA ANA CA 92702 330315864 501(C)(3) 8652 0 HOMELESS SERVICES METRO UNITED WAY INC PO BOX 4488 LOUISVILLE KY 40204 610444680 501(C)(3) 9642 0 HUMAN SERVICES MUSELLA FOUNDATION 1100 PENINSULA BLVD HEWLETT NY 11557 133938057 501(C)(3) 25000 0 HEALTH NATIONAL CENTER FOR VICTIMS OF CRIME INC 3118 WASHINGTON BLVD ARLINGTON VA 22201 300022798 501(C)(3) 25000 0 ADVOCACY ORGANIZATION NATIONWIDE CHILDRENS HOSPITAL INC 700 CHILDRENS DR COLUMBUS OH 43205 311036372 501(C)(3) 8019 0 HEALTH NEMA FOUNDATION INC PO BOX 157 TALLULAH FLS GA 30573 274357830 501(C)(3) 20000 0 HUMAN SERVICES OPERATION HOMEFRONT INC 1355 CENTRAL PARKWAY SOUTH SUITE 100 SAN ANTONIO TX 78232 320033325 501(C)(3) 10000 0 HUMAN SERVICES OPPORTUNITY KNOCKS 8020 MADISON STREET RIVER FOREST IL 60305 264758403 501(C)(3) 44868 0 HUMAN SERVICES ORANGE COUNTY COASTKEEPER INC 3151 AIRWAY AVENUE STE F-110 COSTA MESA CA 92626 330847892 501(C)(3) 9600 0 NATURAL RESOURCE CONSERVATION ORANGE COUNTY COMMUNITY FOUNDATION 4041 MACARTHUR BLVD STE 510 NEWPORT BEACH CA 92660 330378778 501(C)(3) 125938 0 COMMUNITY FOUNDATIONS ORANGE COUNTY FOOD BANK 11870 MONARCH STREET GARDEN GROVE CA 92841 952452787 501(C)(3) 5025 0 HUMAN SERVICES ORANGE COUNTY RONALD MCDONALD HOUSE 4560 FOUNTAIN AVENUE LOS ANGELES CA 90029 953167869 501(C)(3) 104385 0 HEALTH ORANGE COUNTY UNITED WAY 18012 MITCHELL SOUTH IRVINE CA 92614 330047994 501(C)(3) 10205 0 PHILANTHROPY PATIENT SAFETY MOVEMENT FOUNDATION 15642 SAND CANYON AVE 51268 IRVINE CA 92619 462730379 501(C)(3) 996337 0 HEALTH PROJECT ACCESS INC 2100 W ORANGEWOOD AVENUE SUITE 230 ORANGE CA 92686 330834635 501(C)(3) 10000 0 HUMAN SERVICES PROVISION BRIDGE 1859 NORTHGATE BLVD SARASOTA FL 34234 274357830 501(C)(3) 30000 0 PUBLIC FOUNDATION PUBLIC LAW CENTER 601 CIVIC CENTER DRIVE WEST SANTA ANA CA 92701 953709253 501(C)(3) 6000 0 LEGAL SERVICES PUT ON THE BRAKES DOUGLAS HERBERT 7148 WEDDINGTON RD STE 150 CONCORD NC 28027 262176362 501(C)(3) 5184 0 EDUCATION RAMONA HUMANE SOCIETY INC 690 HUMANE WAY SAN JACINTO CA 92582 237374470 501(C)(3) 10000 0 ANIMAL WELFARE RONALD MCDONALD HOUSE CHARITIES OF SAN DIEGO INC 2929 CHILDRENS WAY SAN DIEGO CA 92123 953251490 501(C)(3) 12258 0 FAMILY SERVICES SANTA MARGARITA EAGLE FOUNDATION 22062 ANTONIO PKWY RANCHO SANTA MARGARITA CA 92688 833567955 501(C)(3) 25000 0 EDUCATION SEA TURTLE INC PO BOX 3987 SOUTH PADRE ISLAND TX 78597 742042030 501(C)(3) 250000 0 ANIMAL WELFARE SEATTLE CHILDREN'S FOUNDATION PO BOX 5371 M/S 818-F SEATTLE WA 98145 911156519 501(C)(3) 125000 0 HEALTH SEATTLE SEAHAWKS CHARITABLE FOUNDATION 505 5TH AVE S STE 900 SEATTLE WA 98104 911680811 501(C)(3) 17184 0 CORPORATE FOUNDATIONS SECOND HARVEST HEARTLAND 7101 WINNETKA AVE N BROOKLYN PARK MN 55428 237417654 501(C)(3) 11436 0 HUMAN SERVICES SIERRA CLUB FOUNDATION 2101 WEBSTER ST SUITE 1250 OAKLAND CA 94612 946069890 501(C)(3) 17826 0 ENVIRONMENTAL STRATEGIC KIDS COLLABORATIVE INC 26941 CABOT RD STE 109 LAGUNA HILLS CA 92653 872040616 501(C)(3) 5915 0 YOUTH DEVELOPMENT SWITFY FOUNDATION 3916 SARAZEN CT WOODRIDGE IL 60517 461853577 501(C)(3) 25000 0 HEALTH ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 160225 0 HEALTH SUSAN G KOMEN BREAST CANCER FOUNDATION INC - NATIONAL OFFICE 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 751835298 501(C)(3) 10000 0 HEALTH TACKETT SERVICE DOGS 41610 OAK TRAIL COURT MURRIETA CA 92562 462275762 501(C)(3) 296700 0 EDUCATION THE ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION 2700 HORIZON DRIVE SUITE 120 KING OF PRUSSIA PA 19406 412073220 501(C)(3) 92761 0 HEALTH THE CAMBODIAN FAMILY COMMUNITY CENTER 1626 E 4TH ST SANTA ANA CA 92701 953854831 501(C)(3) 12278 0 EDUCATION THE JOYFUL CHILD PO BOX 12680 WESTMINSTER CA 92685 550794474 501(C)(3) 10000 0 YOUTH DEVELOPMENT THE NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON WA 22203 530242652 501(C)(3) 14980 0 ENVIRONMENTAL THOMAS HOUSE TEMPORARY SHELTER 12601 MORNINGSIDE AVE 6 GARDEN GROVE CA 92843 330204757 501(C)(3) 12510 0 HUMAN SERVICES TOUGH2GETHER AGAINST DIPG CO ARMS WIDE OPEN CHILDHOOD CANCER FOUNDATION PO BOX 258 MARLBORO NJ 07746 270811733 501(C)(3) 16000 0 HEALTH VALLEY OF THE SUN UNITED WAY 3200 E CAMELBACK RD STE 375 PHOENIX AZ 85018 860104419 501(C)(3) 10000 0 PHILANTHROPY VETERANS LEGAL INSTITUTE 1231 WARNER AVE TUSTIN CA 92780 471608069 501(C)(3) 10050 0 HUMAN SERVICES WEILL CORNELL BRAIN & SPINE CENTER 525 E 68TH ST BOX 99 NEW YORK NY 10065 136094042 501(C)(3) 25000 0 HEALTH YWCA OF WESTERN NEW YORK INC 1005 GRANT ST BUFFALO NY 14207 160743243 501(C)(3) 12500 0 YOUTH DEVELOPMENT 87 PART IV- ADDITIONAL SUPPLEMENTAL INFORMATION ONEOC ESTABLISHED A DIRECT SPONSORSHIP MODEL WHEREBY ONEOC IS SOLELY RESPONSIBLE FOR EACH PROJECT ("GRANTEE ORGANIZATION). THE PROJECT'S ASSETS ARE THE PROPERTY OF ONEOC AND THE LIABILITIES ARE THE OBLIGATIONS OF ONEOC. ONEOC IS THE EMPLOYER OF RECORD FOR ANY EMPLOYEES ASSIGNED TO THE PROJECTS AND ACTS AS THE PRINCIPAL FOR SUBSTANTIALLY ALL OF THE TRANSACTIONS INCLUDING RECEIPT OF CASH FOR THE FISCAL SPONSORED PROJECTS OF THEIR ACTIVITIES AS WELL AS RECORDING RELATED INCOME AND EXPENSE, ALL OF WHICH ARE INCLUDED IN THE CENTER'S FINANCIAL STATEMENTS AND TAX RETURNS. X X X X 0 0 0 0 0 0 0 0 0 TIM STRAUCH PRESIDENT & CEO 205427 0 0 0 0 0 18000 0 23072 0 246499 0 0 0 PART I, LINE 3 IN ADDITION TO THE BOXES CHECKED, SEE EXPLANATION FOR FORM 990, PART VI, SECTION B, LINE 15 (SCHEDULE O) FOR FURTHER EXPLANATION REGARDING THE ESTABLISHMENT OF THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 1A THE BUSINESS AND FINANCE COMMITTEE VOTES ON FINANCIAL MATTERS (FINANCIAL STATEMENTS, NEW FISCAL PROJECTS), THE AUDIT COMMITTEE APPROVES THE AUDIT AND TAX RETURN AND THE INVESTMENT COMMITTEE SETS UP THE INVESTMENT STRATEGIES AND PRESENTS IT TO THE BOARD OF DIRECTORS IN A CONSENT AGENDA FOR APPROVAL. THE BOARD OF DIRECTORS CAN PULL IT IF THEY HAVE ANY QUESTIONS. B & F (4 OF 10 ON BOARD), AUDIT COMMITTEE (2 OF 6 ON BOARD), INVESTMENT COMMITTEE (1 OF 4 ON BOARD) FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. IT IS THEN PRESENTED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ONEOC DOES HAVE A WRITTEN CONFLICT OF INTEREST POLICY ON FILE. THE BUSINESS AND FINANCE COMMITTEE OF THE BOARD IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE BUSINESS AND FINANCE COMMITTEE AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; (4) ALTERNATIVES TO THE PROPOSED TRANSACTION ARE INVESTIGATED, COMPETITIVE BIDS OR COMPARABLE VALUATIONS ARE OBTAINED; (5) ANY CONFLICTING ISSUES DURING THE COURSE OF A BOARD MEETING WHICH CANNOT BE RESOLVED IS REFERRED BACK TO THE BUSINESS AND FINANCE COMMITTEE; AND (6) THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ASSIGNS A STANDING GOVERNANCE COMMITTEE, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, TO BE ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR THE CEO. THE COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION CRITERIA FOR THE CEO. THE COMMITTEE USES BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF THE CEO, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR SIMILAR JOB RESPONSIBILITIES AND THE ANNUAL COMPENSATION & BENEFIT GUIDE BY THE CENTER FOR NONPROFIT MANAGEMENT. THE COMMITTEE PRESENTS ITS REPORT TO THE BOARD OF DIRECTORS FOR A DISCUSSION WHICH IS DOCUMENTED IN THE BOARD MINUTES. A SIMILAR PROCESS TAKES PLACE BY THE CEO FOR EACH OF THE KEY OFFICERS AND HIGHLY COMPENSATED EMPLOYEES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES IT FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.