2023-11-13T22:41:07-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2022-01-01 823901590 MIND OC MIND 9495699040 18650 MACARTHUR BLVD 220 IRVINE CA 92612 VICTOR JORDAN CFO 9495699040 2023-11-10 1 VICTOR JORDAN 999009999 1 LISA N RYSSEL CPA P00643670 7149781300 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BE WELL OC MARSHALL MONCRIEF 18650 MACARTHUR BLVD 220 IRVINE CA 92612 32659446 0 X BEWELLOC.ORG X 2017 CA MIND OC IS THE NONPROFIT BEHIND THE BE WELL OC COALITION THAT WILL LEAD THE NATION IN OPTIMAL MENTAL HEALTHCARE FOR ALL RESIDENTS OF ORANGE COUNTY, CA. 6 6 82 25 0 0 16076350 32649794 0 0 13705 9652 0 0 16090055 32659446 1055872 1700666 0 0 1996826 5235514 0 0 686588 6556388 7389658 9609086 14325838 6480969 18333608 53343760 75031457 1743208 5097297 51600552 69934160 X MIND OC IS THE NONPROFIT BEHIND THE BE WELL OC COALITION THAT WILL LEAD THE NATION IN OPTIMAL MENTAL HEALTHCARE FOR ALL RESIDENTS OF ORANGE COUNTY, CA. 0 0 4823217 20429978 BE WELL OC PROGRAM1. BE WELL OC BRINGS TOGETHER A COMMUNITY OF ACTION BY LEVERAGING COLLECTIVE POWER TO TRANSFORM MENTAL HEALTH SERVICE AND DELIVERY INTO A WORLD-CLASS SYSTEM OF CARE. OUR SUCCESS STARTS WITH ACCEPTANCE THAT THE MENTAL HEALTH SECTOR ALONE CANNOT SOLVE ALL OF THE CHALLENGES OF THIS COMPLEX AND PERVASIVE HEALTH CHALLENGE. BE WELL OC BRINGS TOGETHER A ROBUST, COMMUNITY-BASED, CROSS-SECTOR STRATEGY OF PUBLIC-PRIVATE, ACADEMIC, FAITH, AND OTHER ORGANIZATIONS TO POSITIVELY IMPACT THOSE CHALLENGES THAT DIMINISH MENTAL HEALTH AND WELL-BEING.2. WELLNESS REGIONAL HUBS AS A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION, THREE REGIONAL ANCHORING WELLNESS HUBS ARE REQUIRED TO SUPPORT THE BE WELL MENTAL HEALTH SYSTEM OF CARE. THE WELLNESS HUBS WILL INCLUDE A VARIETY OF MENTAL HEALTH AND TREATMENT PROGRAMS AND WILL BE UNIQUELY AVAILABLE TO ALL RESIDENTS OF ORANGE COUNTY, REGARDLESS OF PAYER. ACCESS WILL BE BASED ON CLINICAL NEED. 3531913 3389301 THE MOBILE CRISIS (HOPE) PROGRAM (BE WELL OC MOBILE RESPONSE TEAM MODEL) IS A NON-EMERGENCY SUPPORT SERVICE FOR RESIDENTS EXPERIENCING MENTAL HEALTH, SUBSTANCE USE AND HOMELESSNESS RELATED CRISES. EACH TEAM IS COMPOSED OF TWO CRISIS COUNSELORS WHO PROVIDE IN-COMMUNITY ASSESSMENT AND STABILIZATION OF INDIVIDUALS EXPERIENCING MENTAL HEALTH OR SUBSTANCE USE CHALLENGES. THE TEAM ALSO PROVIDES INFORMATION AND REFERRALS, TRANSPORTATION TO SERVICES, AND ADDITIONAL FOLLOW-UP SUPPORT AND CASE MANAGEMENT. IN CITIES WITH ACTIVE PROGRAMS, CALLS ARE RECEIVED THROUGH THE APPROPRIATE NON-EMERGENCY LINE OR 911. DISPATCHERS TRIAGE THE SITUATION AND, WHEN APPROPRIATE, DEPLOY THE HOPE TEAM TO ASSIST. 1711908 1872246 MENTAL HEALTH SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, AND INCLUDE CRISIS STABILIZATION, TRANSITIONAL RESIDENTIAL SUPPORT, AND WITHDRAWAL MANAGEMENT. THE SERVICES ALSO PROVIDE FOR MOBILE CRISIS RESPONSE TEAMS SERVING ORANGE COUNTY AND SUPPORT SERVICES. 2099950 1700666 223779 SUICIDE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, FOR THE PURPOSE OF INCREASING KNOWLEDGE AND AWARENESS REGARDING MENTAL HEALTH, STIGMA, SUICIDE PREVENTION, AND INTERVENTION, AS WELL AS PROVIDING SUPPORT SERVICES FOR THE THOSE IN NEED AND THOSE DIRECTLY AFFECTED BY SUICIDE.BE WELL OC MOBILE RESPONSE TEAMSTHE BE WELL OC MOBILE RESPONSE TEAM MODEL IS DESIGNED TO SUPPORT RESIDENTS, FIRST RESPONDERS, HEALTHCARE WORKERS, SOCIAL SERVICE PROFESSIONALS AND THE ENTIRE COMMUNITY WITH A CLINICALLY-EFFECTIVE AND COST-EFFECTIVE RESPONSE TO MENTAL ILLNESS, SUBSTANCE USE AND HOMELESSNESS. EACH TEAM IS COMPOSED OF TWO CRISIS COUNSELORS WHO PROVIDE IN-COMMUNITY ASSESSMENT AND STABILIZATION OF INDIVIDUALS EXPERIENCING MENTAL HEALTH OR SUBSTANCE USE CHALLENGES. THE TEAM ALSO PROVIDES INFORMATION AND REFERRALS, TRANSPORTATION TO SERVICES, AND ADDITIONAL FOLLOW-UP SUPPORT AND CASE MANAGEMENT. IN CITIES WITH ACTIVE PROGRAMS, CALLS ARE RECEIVED THROUGH THE APPROPRIATE NON-EMERGENCY LINE OR 911. DISPATCHERS TRIAGE THE SITUATION AND, WHEN APPROPRIATE, DEPLOY THE BE WELL OC MOBILE RESPONSE TEAM TO ASSIST.ADVERSE CHILDHOOD EXPERIENCES (ACES)IN PARTNERSHIP WITH MORE THAN 20 HEALTH SYSTEMS, COUNTY AND COMMUNITY-BASED ORGANIZATIONS, MIND OC, HAS BEEN AWARDED $3 MILLION OVER 17 MONTHS FROM THE ACES AWARE GRANT PROGRAM, DEVELOPED BY THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES IN PARTNERSHIP WITH THE OFFICE OF THE CALIFORNIA SURGEON GENERAL. THE PROJECT AIMS TO IMPLEMENT A BROAD AND INCLUSIVE TRAUMA-INFORMED NETWORK OF CARE FOR ORANGE COUNTY, WHICH WILL ULTIMATELY WORK TO PREVENT ADVERSE CHILDHOOD EXPERIENCES (ACES), PROMOTE ACE SCREENING IN CHILDREN AND ADULTS, IMPROVE TREATMENT OF ACE-ASSOCIATED HEALTH CONDITIONS, AND PREVENT INTERGENERATIONAL TOXIC STRESS TRANSMISSION. YOUTH OPIOID USE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, AND WHO FOLLOW INTO THE AGE RANGE OF 12 TO 24 YEARS OLD WHO ARE AT RISK OF OPIOID USE DISORDER (OUD) OR AT RISK OF AN OPIOID OVERDOSE. THIS PROGRAM AIMS TO PROVIDE OUTREACH, EDUCATION, AND TREATMENT FOR AT RISK YOUTH WITH THE GOAL OF REDUCING OPIOID USE AND OVERDOSE IN ORANGE COUNTY. 2099950 1700666 223779 12166988 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 82 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X VALERIE FRYER 9495699040 18650 MACARTHUR BLVD STE 220 IRVINE CA 92612 MARSHALL MONCRIEF CHIEF EXECUTIVE OFFICER 40.00 X 335288 0 17698 VICTOR JORDAN START 92022 CHIEF FINANCIAL OFFICER 40.00 X 66000 0 0 JEREMY ELKINS TERM END 52022 CHIEF OPERATIONS OFFICER 40.00 X 121662 0 8700 VALERIE FRYER DIRECTOR OF FINANCE 40.00 X 186045 0 12126 LAUREN BRAND DIRECTOR OF OPERATIONS 40.00 X 205846 0 10123 NICOLE RAMIREZ DIRECTOR OF QUALITY IMPROVEMENT 40.00 X 158388 0 1619 STACY SKWARLO EVP FUND DEVELOPMENT 40.00 X 216966 0 1778 MEMORY NUNEZ MANAGER 40.00 X 120342 0 0 ANITA LEWICKE EMPLOYEE 40.00 X 109041 0 0 RICHARD AFABLE PRESIDENT/DIRECTOR 10.00 X X 0 0 0 DAN YOUNG TREASURER/SECRETARY/DIRECTOR 5.00 X X 0 0 0 WILLIAM TAORMINA DIRECTOR 2.00 X 0 0 0 MARK COSTA DIRECTOR 2.00 X 0 0 0 MARCIA MANKER DIRECTOR 2.00 X 0 0 0 STEVE PITMAN DIRECTOR 2.00 X 0 0 0 1519578 0 52044 8 0 1 0 BOULDER ASSOCIATES INC 300 SPECTRUM CENTER DRIVE SUITE 73 IRVINE CA 92618 ARCHITECTURE SERVICES - BE WELL IRVINE C 1882349 DESERT VISTA CONSULTING 10002 N 28TH PLACE PHOENIX AZ 85028 MENTAL HEALTH CONSULTING & STRATEGY 790930 CALIFORNIA COMMERCIAL R E S 1800 QUAIL STREET SUITE 100 NEWPORT BEACH CA 92660 MANAGEMENT SERVICES - BE WELL ORANGE CAM 468785 BUILDING CLEANING SYSTEMS INC 2510 N GRAND AVE SANTA ANA CA 92705 JANITORIAL SERVICE - BE WELL ORANGE CAMP 326440 GEOSYNTEC CONSULTANTS INC 3530 HYLAND AVE SUITE 100 COSTA MESA CA 92626 PRECONSTRUCTION CONSULTING - BE WELL IRV 279617 29 24370140 8279654 14966 32649794 9652 9652 32659446 0 0 9652 X 1700666 1700666 963488 549685 413803 3598615 3016926 364258 217431 323614 310937 10653 2024 349797 299143 37055 13599 14772 14772 80772 80772 2473946 2354810 102616 16520 322991 219124 74032 29835 1654961 1606055 38554 10352 164300 143454 17910 2936 1402160 1370456 31704 193118 188082 5036 OUTREACH AND ENGAGEMENT 631673 217068 32229 382376 PROFESSIONAL SERVICES 369555 135182 227894 6479 PROFESSIONAL DEVELOPMEN 81410 55400 26010 14325838 12166988 1472262 686588 2306738 5209487 8677193 23214762 293899 572236 3649687 5658126 249365 202424 42687566 2743344 38156362 39944222 10516 230200 53343760 75031457 1234539 1111502 508669 3985795 1743208 5097297 X 38385607 36783262 13214945 33150898 51600552 69934160 53343760 75031457 18333608 0 X X 0 1 X 1 1 1 X 800000 14278727 3046311 16076350 32649794 66851182 800000 14278727 3046311 16076350 32649794 66851182 3311166 63540016 262287 60581 13705 9652 346225 2217 2217 67199624 0.94550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4055520 4055520 31156751 2357310 28799441 152369 152369 0 7322926 233665 7089261 39944222 REFUNDABLE ADVANCE 3689934 TENANT SECURITY DEPOSITS 74925 LEASE LIABILITY 220936 3985795 X 32659446 0 32659446 0 32659446 14325838 0 14325838 0 14325838 PART X, LINE 2: MIND OC 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, MIND OC 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. MIND OC'S TAX YEARS FOR 2021 AND 2022 ARE OPEN TO REVIEW FOR FEDERAL AND STATE TAX PURPOSES. MIND OC FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A NONPUBLIC ENTITY'S FINANCIAL STATEMENTS. IT DETAILS HOW ENTITIES SHOULD RECOGNIZE, MEASURE, PRESENT, AND DISCLOSE UNCERTAIN TAX POSITIONS THAT HAVE BEEN OR ARE EXPECTED TO BE TAKEN. AS SUCH, FINANCIAL STATEMENTS WILL REFLECT EXPECTED FUTURE TAX CONSEQUENCES OF UNCERTAIN TAX POSITIONS PRESUMING THE TAXING AUTHORITIES' FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. THERE WAS NO IMPACT TO MIND OC'S FINANCIAL STATEMENTS AS A RESULT OF THESE PROVISIONS. 1 KOREAN COMMUNITY SERVICE 451 W LINCOLN AVE SUITE 100 ANAHEIM CA 92805 953245254 501(C)(3) 97443 0 YOUTH OPIOID USE DISORDER BLOOM FOUNDATION 14271 JEFFREY RD 282 IRVINE CA 92620 822243041 501(C)(3) 6000 0 YOUTH OPIOID USE DISORDER MULTI-ETHNIC COLLABORATIVE OF COMMUNITY AGENCIES (MECCA) 1505 EAST 17TH STREET SUITE 123 SANTA ANA CA 62122 271348840 501(C)(3) 62122 0 YOUTH OPIOID USE DISORDER AMERICAN ACADEMY OF PEDIATRICS - ORANGE COUNTY CHAPTER 5000 CAMPUS DRIVE NEWPORT BEACH CA 92660 953731523 501(C)(3) 45900 0 ACES PROGRAM 2-1-1 ORANGE COUNTY 1505 E 17TH STREET SUITE 108 SANTA ANA CA 92705 330063532 501(C)(3) 72360 0 ACES PROGRAM CHILD GUIDANCE CENTER 525 CABRILLO PARK DRIVE 300 SANTA ANA CA 92705 952546170 501(C)(3) 45900 0 ACES PROGRAM ONEOC 1901 E 4TH ST STE 100 SANTA ANA CA 92705 952021700 501(C)(3) 163200 0 ACES PROGRAM CHOC HEALTH ALLIANCE (CHOC AND CHOC PHYSICIAN NETWORK) 1201 W LA VETA AVENUE ORANGE CA 92868 952321786 501(C)(3) 244059 0 ACES PROGRAM COALITION OF OC COMMUNITY HEALTH CENTERS 515 CABRILLO PARK DR SUITE 225 SANTA ANA CA 92701 952900725 501(C)(3) 114750 0 ACES PROGRAM DR RIBAS HEALTH CLUB 211 EAST COLUMBINE AVE UNIT D SANTA ANA CA 92707 272916664 501(C)(3) 22950 0 ACES PROGRAM FAMILY SOLUTIONS COLLABORATIVE 8 THOMAS IRVINE CA 92618 330086043 501(C)(3) 37100 0 ACES PROGRAM MULTI-ETHNIC COLLABORATIVE OF COMMUNITY AGENCIES (MECCA) 1505 EAST 17TH STREET SUITE 123 SANTA ANA CA 92705 271348840 501(C)(3) 226067 0 ACES PROGRAM NAMI ORANGE COUNTY 24822 JERONIMO LANE LAKE FOREST CA 92630 953726369 501(C)(3) 45900 0 ACES PROGRAM OC UNITED TOGETHER 418 WEST COMMONWEALTH AVE FULLERTON CA 92832 463761517 501(C)(3) 29400 0 ACES PROGRAM ORANGE COUNTY DEPARTMENT OF EDUCATION (OCDE) 200 KALMUS DRIVE PO BOX 9050 COSTA MESA CA 92626 956000943 501(C)(3) 133255 0 ACES PROGRAM ST JOSEPH HERITAGE HEALTHCARE PASADENA CA 91110-1920 PASADENA CA 911101920 330185031 501(C)(3) 165357 0 ACES PROGRAM WESTERN YOUTH SERVICES 23461 SOUTH POINTE DRIVE STE 220 LAGUNA HILLS CA 92653 953407054 501(C)(3) 142600 0 ACES PROGRAM THE HECHT TRAUMA INSTITUTE 15333 CULVER DR STE 340 2225 IRVINE CA 92604 852313378 501(C)(3) 46303 0 ACES PROGRAM 17 PART I, LINE 2: TWO PARTS TO MONITORING SUBGRANTEES: 1. PROGRAM PERSON REVIEWS MONTHLY NARRATIVES PROVIDED BY THE SUBGRANTEE 2. DIRECTOR OF FINANCE REVIEWS MONTHLY INVOICES PROVIDED BY THE SUBGRANTEE WITH THE APPROPRIATE BACKUP DOCUMENTATION. BUDGETS ARE PROVIDED FOR EACH SUBGRANTEE AND ACTUALS ARE COMPARED TO THE BUDGET. X X X X 0 0 0 0 0 0 0 0 0 MARSHALL MONCRIEF CHIEF EXECUTIVE OFFICER 335288 0 0 0 0 0 0 0 17698 0 352986 0 0 0 VALERIE FRYER DIRECTOR OF FINANCE 176685 0 9360 0 0 0 0 0 12126 0 198171 0 0 0 LAUREN BRAND DIRECTOR OF OPERATIONS 196096 0 9750 0 0 0 0 0 10123 0 215969 0 0 0 NICOLE RAMIREZ DIRECTOR OF QUALITY IMPROVEMENT 150888 0 7500 0 0 0 0 0 1619 0 160007 0 0 0 STACY SKWARLO EVP FUND DEVELOPMENT 196966 0 20000 0 0 0 0 0 1778 0 218744 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS SENT TO THE BOARD OF DIRECTORS AND REVIEWED BEFORE THE CEO SIGNS. FORM 990, PART VI, SECTION B, LINE 12C BEFORE ANY DISCUSSION AND VOTE ON WHETHER A CONFLICT OF INTEREST EXISTS, AN INTERESTED PERSON MAY MAKE A PRESENTATION TO THE BOARD OR THE EXECUTIVE COMMITTEE REGARDING THE INTERESTED PERSON'S POSITION OR FINANCIAL INTEREST. AFTER SUCH PRESENTATION, THE INTERESTED PERSON WILL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION. THE BOARD OR THE EXECUTIVE COMMITTEE WILL UNDERTAKE APPROPRIATE DUE DILIGENCE AND INFORM ITSELF OF ALL MATERIAL INFORMATION REASONABLY AVAILABLE TO IT AND EXPLORE ALL REASONABLE ALTERNATIVES TO THE PROPOSED TRANSACTION THAT WOULD NOT INVOLVE THE CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE BOARD OR THE EXECUTIVE COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE PROPOSED TRANSACTION IS (I) IN THE CORPORATION'S BEST INTEREST, (II) FOR THE CORPORATION'S OWN BENEFIT, AND (III) FAIR AND REASONABLE TO THE CORPORATION. IN CONFORMITY WITH THIS DETERMINATION, THE BOARD OR THE EXECUTIVE COMMITTEE WILL MAKE ITS DECISION AS TO WHETHER THE CORPORATION MAY ENTER INTO THE PROPOSED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 A COMPETITIVE COMPENSATION ASSESSMENT IS USED TO RESEARCH THE REASONABLENESS AND COMPETITIVENESS IN DETERMINING THE COMPENSATION OF THE TOP EXECUTIVES: THE CHIEF EXECUTIVE OFFICER, CFO AND THE COO. 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, ON GUIDESTAR AND ON OUR WEBSITE. FORM 990, PART IX, LINE 11G OTHER SERVICES: PROGRAM SERVICE EXPENSES 2,354,810. MANAGEMENT AND GENERAL EXPENSES 102,616. FUNDRAISING EXPENSES 16,520. TOTAL EXPENSES 2,473,946. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.