2023-11-08T19:03:53-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2022-01-01 873516668 CEO LEADERSHIP ALLIANCE ORANGE COUNTY CEOL 9492306133 668 N COAST HWY 319 LAGUNA BEACH CA 92651 MARK PERCY PRESIDENT 9492306133 2023-11-06 1 MARK PERCY 999009999 1 LISA N RYSSEL CPA P00643670 7149781300 2023-11-06 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MARK PERCY 668 N COAST HWY 319 LAGUNA BEACH CA 92651 2535559 0 X CLAOC.ORG X 2021 CA TO CREATE AN INCLUSIVE, PREMIER INNOVATION ECOSYSTEM IN OC WITH A FOCUS ON TALENT AND CAPITAL. 6 5 8 40 0 0 2535559 0 0 0 2535559 54006 0 1180549 0 510653 1160548 2395103 140456 549870 409414 140456 X THE MISSION OF CEO LEADERSHIP ALLIANCE ORANGE COUNTY (CLAOC) IS TO CREATE AN INCLUSIVE, PREMIER INNOVATION ECOSYSTEM IN ORANGE COUNTY WITH A FOCUS ON TALENT AND CAPITAL. 0 0 749413 CAREER EXPLORATION EXPERIENCE (CEE OR MICRO-INTERNSHIPS): DESIGN AND FACILITATE EXPERIENTIAL LEARNING AND MENTORSHIP OPPORTUNITIES BETWEEN LOCAL TALENT PIPELINES AND LOCAL EMPLOYERS. SIGNIFICANTLY EXPANDED ON THE PILOT CEE PROGRAMS FROM 2021 AND DOUBLED THE NUMBER OF STUDENTS TO 250, EXPANDING FROM JUST HIGH SCHOOL TO ALSO INCLUDE COMMUNITY COLLEGE AND UNIVERSITY STUDENTS AND MORE THAN DOUBLED THE CLA HOST COMPANIES TO 20. 307876 54006 AI TALENT LAB: WITH A CLEAR FOCUS ON RACIAL AND GENDER DIVERSITY, WE BRING 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. ANNOUNCED ITS STRATEGIC PARTNERSHIP WITH NVIDIA, CHAPMAN UNIVERSITY, TRACE3, AND RUNAI TO ACQUIRE AND OPERATE AN AI SUPERCOMPUTER (DGX-2) THAT PROVIDES UNPRECEDENTED SUPERCOMPUTING POWER TO LOCAL AI EDUCATION TRAINING, PROFESSIONAL DEVELOPMENT COLLABORATIONS, AND COMMUNITY-FOCUSED PROJECTS IN ORANGE COUNTY. 271178 ORANGE COUNTY TALENT COLLABORATIVE (OCTC): OCTC IS A COMMUNITY OF PRACTICE DEDICATED TO CONTINUOUS LEARNING AND EXCELLENCE IN WORK BASED LEARNING PROGRAMS TIED TO GOOD JOBS. WE WILL SEEK TO ALIGN OUR EFFORTS WITH K-16 EDUCATION, OUR COMMUNITY PARTNERS, AND OC EMPLOYERS ENSURING PROGRAM QUALITY AND SYNERGY. LAUNCHED OCTC AND 3 WORKING GROUPS. CONDUCTED LANDSCAPE ANALYSIS OF WORK-BASED LEARNING EXPERIENCE OPPORTUNITES ACROSS 20 NON-PROFITS IN OC. 230078 NATIONAL TALENT COLLABORATIVE (NTC): NATIONAL TALENT COLLABORATIVE IS A CEO-LED COMMUNITY OF OVER 20 U.S. REGIONAL IMPACT GROUPS AND SEVEN NATIONAL ORGANIZATIONS CONSISTING OF THE COUNTRY'S MOST INNOVATIVE CIVIC PROBLEM SOLVERS. THE ALLIANCE IS COMMITTED TO WORKING COLLECTIVELY TO CLOSE THE TALENT AND OPPORTUNITY GAP IN AMERICA BY BUILDING PATHWAYS TO GOOD JOBS. INSPIRED AND ORGANIZED TWO CONVENINGS OF OVER 20 BUSINESS LED GROUPS COMMITTED TO TALENT AND WORKFORCE DEVELOPMENT ACROSS THE U.S. - DEVELOPING COMMUNITIES OF PRACTICE. 102360 OC FELLOWS: A TWO-YEAR LEADERSHIP DEVELOPMENT PROGRAM FOR DIVERSE EARLY CAREER PROFESSIONALS WORKING IN OC COMPANIES AND BUSINESSES. THE FIRST COHORT OF 21 YOUNG PROFESSIONALS COMPLETED THE 2 YEAR PROGRAM. THE SECOND COHORT OF 23 IS BEGINNING THEIR SECOND YEAR AND THE THIRD COHORT OF 37 BEGAN AS OF JULY 1. TO DATE, 100% OF TALENT RETENTION IN OC. 332438 1660905 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 CA X X KARLY SIMPSON 9492306133 985 CAPISTRANO AVE LAGUNA BEACH CA 92651 MARK PERCY PRESIDENT 40.00 X X 326667 0 35000 DOUGLAS WILSON CHAIR 1.00 X X 0 0 0 ANNETTE WALKER VICE CHAIR 1.00 X 0 0 0 RICHARD GOCHNAUER DIRECTOR 1.00 X 0 0 0 BRETT WALL DIRECTOR 1.00 X 0 0 0 MIKE MUSSALLEM DIRECTOR 1.00 X 0 0 0 YASMIN PACHNANDA SVP 40.00 X 263415 0 43796 590082 0 78796 5 0 1 0 NEXT SOLUTIONS INC 356 PINECREST DRIVE LAGUNA BEACH CA 92651 ORG CONSULTATION 315906 EDUCATION WORKFORCE ALLIANCE INC 19744 BEACH BLVD 404 HUNTINGTON BEACH CA 92648 PROGRAM ADVISOR 207350 EDUCATION ADVANCE AND WORKFORCE SERVICES 5195 NORTH MAMMOTH DRIVE SAN BERNADINO CA 92407 PROGRAM ADVISOR 118063 4 2535559 323419 2535559 2535559 0 0 0 X 54006 54006 361667 198917 97650 65100 677844 532899 4222 140723 78327 55142 7676 15509 62711 44148 6146 12417 5525 5525 17489 17489 853991 641597 71229 141165 102367 6382 888 95097 12919 4956 1775 6188 21314 11485 2082 7747 8329 5864 816 1649 5217 3673 511 1033 164 164 1112 1112 MEALS AND ENTERTAINMENT 78652 61423 17229 PROGRAM EXPENSES 20161 14193 1976 3992 GRANT WRITING 16250 16250 MEMBERSHIPS AND SUBSCRI 10555 7431 1034 2090 6503 2539 3250 714 2395103 1660905 223545 510653 334870 215000 0 549870 59414 50000 0 300000 0 409414 X 55456 85000 0 140456 0 549870 140456 0 X X 1 X 1 X 1 0 X 2535559 2535559 2535559 2535559 531445 2004114 2535559 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 REFUNDABLE ADVANCE 300000 300000 X 2535559 0 2535559 0 2535559 2395103 0 2395103 0 2395103 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 50I(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. FASS ASC TOPIC 740, INCOME TAXES, REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND TO RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. 0 SCHOLARSHIPS 114 54006 PART III SCHOLARSHIPS ARE GIVEN TO STUDENTS WHO SUCCESSFULLY COMPLETE MICRO INTERNSHIPS UNDER THE CEE PROGRAM. X X X 0 0 0 0 0 0 0 0 0 MARK PERCY PRESIDENT 326667 0 0 0 0 0 35000 0 0 0 361667 0 0 0 YASMIN PACHNANDA SVP 263415 0 0 0 0 0 27500 0 16296 0 307211 0 0 0 PART I, LINE 3 RESEARCH OF COMPARABLE SALARIES IS COMPLETED ANNUALLY BY THE BOARD SECRETARY FOR THE CHAIRPERSON'S COMPENSATION. THERE IS A WRITTEN AGREEMENT OF THE CHAIRPERSON AND PRESIDENT'S COMPENSATION. NEXT SOLUTIONS INC BOARD MEMBER IS OWNER 315906 PAYMENTS FOR ORGANIZATIONAL CONSULTING. 0 X ACCOUNTS RECEIVABLE, ACCRUED EXPENSES, LOAN 3 323419 FMV 0 0 0 0 PART I, COLUMN (B): DONATIONS ARE REPORTED AT THEIR FAIR MARKET VALUE. SCHEDULE M LINE 25 ON JANURY 1, 2022 THE ORGANIZATION BECAME AN INDEPENDENT NONPROFIT FROM THE CENTER FOR HIGHER AMBITION LEADERSHIP, INC. AS A RESULT OF BECOMING INDEPENDENT, THE ASSETS AND LIABILITIES OF THE CENTER FOR HIGHER AMBITION LEADERSHIP, INC. WERE CONTRIBUTED TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE MEETINGS IN 2022. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY WILL RECEIVE A DRAFT OF THE 990 AND ALL SCHEDULES PRIOR TO FILING. THE GOVERNING BODY WILL HAVE TIME TO REVIEW AND ASK QUESTIONS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SECRETARY BI-ANNUALLY REVIEWS THE POLICY FOR COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 RESEARCH OF COMPARABLE SALARIES IS COMPLETED ANNUALLY BY THE BOARD SECRETARY FOR THE CHAIRPERSON'S COMPENSATION. THERE IS A WRITTEN AGREEMENT OF THE CHAIRPERSON AND PRESIDENT'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE BOARD SECRETARY. FORM 990, PART IX, LINE 11G CONTRACTORS : PROGRAM SERVICE EXPENSES 641,597. MANAGEMENT AND GENERAL EXPENSES 71,229. FUNDRAISING EXPENSES 141,165. TOTAL EXPENSES 853,991. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.