2025-11-10T14:28:53-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-01-01 823901590 MIND OC MIND 9495699040 18650 MACARTHUR BLVD 350 IRVINE CA 92612 PHILLIP FRANKS CEO 9495699040 2025-11-09 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-11-09 2024 2025-03-06 01:10:19Z BE WELL ORANGE COUNTY PHILLIP FRANKS 18650 MACARTHUR BLVD 350 IRVINE CA 92612 141630564 0 X BEWELLOC.ORG X 2017 CA MIND OC / BE WELL ORANGE COUNTY IS WORKING TO MAKE ORANGE COUNTY THE HAPPIEST AND HEALTHIEST COMMUNITY IN THE UNITED STATES AND THAT STARTS WITH A WORLD-CLASS MENTAL HEALTH CARE SYSTEM. THE MISSION IS TO MAKE COMPASSIONATE MENTAL HEALTH CARE MORE ACCESSIBLE FOR OUR COMMUNITY. 11 10 149 10 0 0 123955089 44415799 2085113 2531635 1830800 3331671 0 110771 127871002 50389876 322278 135222 0 0 8988635 10651902 0 0 319296 22988040 23233912 32298953 34021036 95572049 16368840 180927337 198053850 14713766 15793248 166213571 182260602 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 18132045 0 2531635 BE WELL OC PROGRAM: MENTAL HEALTH ORANGE CAMPUSWELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL 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. 9814935 135222 0 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. 251812 0 0 COMMUNITY INITIATIVESSUICIDE 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 THOSE IN NEED AND THOSE DIRECTLY AFFECTED BY SUICIDE.BEHAVIORAL HEALTH SERVICE TRANSFORMATION (BHST) 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.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. 692451 0 0 BE WELL OC PROGRAM: MENTAL HEALTH IRVINE CAMPUSWELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL 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. THE FIRST SET OF BUILDINGS ARE SCHEDULED TO BE COMPLETED MAY 2025. 692451 0 0 28891243 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 38 0 1 149 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JANET NGUYEN 9495699040 18650 MACARTHUR BLVD IRVINE CA 92612 PHILLIP FRANKS CEO 40.00 X X 411989 0 24700 RICHARD AFABLE PRESIDENT/BOARD CHAIR 2.00 X X 0 0 0 RICHARD STEINBERG SECRETARY 2.00 X X 0 0 0 ALI SANTORETERM END 1224 DIRECTOR 2.00 X 0 0 0 BILL TAORMINA DIRECTOR 2.00 X 0 0 0 STEVE PITMAN 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 SUSAN TAYLOR DIRECTOR 2.00 X 0 0 0 RACHEL SELLECK DIRECTOR 2.00 X 0 0 0 TERRENCE WALKER DIRECTOR 2.00 X 0 0 0 VICTOR JORDAN CFO 40.00 X 380411 0 34243 DESIREE THOMAS COO 40.00 X 323732 0 22212 JESSICA FOATTERM END 824 DIRECTOR, MOBILE RESPONSE 40.00 X 204603 0 20063 VALERIE FRYERTERM END 924 DIRECTOR OF FINANCE 40.00 X 194801 0 29713 NICOLE RAMIREZ QUALITY DIRECTOR 40.00 X 188181 0 25701 RACHEL TILLMANTERM END 924 HR DIRECTOR 40.00 X 171993 0 30413 LAUREN BRANDTERM END 424 EXECUTIVE DIRECTOR, CAMPUS OPERATIONS 40.00 X 140664 0 16630 KATHRYN HAMELTERM END 524 VP, MOBILE OPERATIONS 40.00 X 139709 0 11322 ANITA LEWICKE MANAGER OF CAMPUS OPERATIONS 40.00 X 128638 0 27707 MARSHALL MONCRIEF FORMER CEO 40.00 X 263442 0 14498 2548163 0 257202 14 1 1 0 OLTMANS CONSTRUCTION CO INC 10005 MISSION MILL RD WHITTIER CA 90601 CONSTRUCTION 32715442 BOULDER ASSOCIATES INC 300 SPECTRUM CENTER DRIVE SUITE 73 IRVINE CA 92618 ARCHITECTURE 1813755 CALIFORNIA COMMERCIAL R E S 1800 QUAIL STREET SUITE 730 NEWPORT BEACH CA 92660 ADVISORY 1119896 BUILDING CLEANING SYSTEMS INC 2510 N GRAND AVE SANTA ANA CA 92705 JANITORIAL 386570 FIRST IMPULSE 1576 N BATAVIA ST ORANGE CA 92867 TELECOMUNNICATIONS 295932 13 41762878 2652921 44415799 SERVICE FEES 900099 2531635 2531635 2531635 2997315 2997315 91575044 91240688 334356 334356 334356 OC SANITATION FEE REFUNDS 900099 96430 96430 INSURANCE PROCEEDS 900099 14341 14341 110771 50389876 2531635 0 3442442 135222 135222 1646467 1646467 277940 277940 7236489 6646207 590282 89965 89965 765903 765903 635138 513331 121807 77065 77065 1473510 372758 1095752 5000 209771 109036 89606 11129 2275974 2025554 250420 168475 140115 28360 2329353 2250989 78364 213527 103908 109619 SERVICE PROVIDERS 12934561 12934561 0 0 GRANT REFUNDED 2220111 2220111 CONSULTANTS 525979 258845 260821 6313 OUTREACH AND ENGAGEMENT 427092 87872 49566 289654 378494 236866 134428 7200 34021036 28891243 4810497 319296 5412062 1207035 12672721 14175043 365286 247386 14039452 10803434 168940 224681 142697288 7267628 94092318 135429660 54047814 35415018 128744 551593 180927337 198053850 9496016 10160532 0 203906 5217750 5428810 14713766 15793248 X 36097380 36732860 130116191 145527742 166213571 182260602 180927337 198053850 16368840 -321809 0 X X 0 1 X 1 1 1 X 3046311 16076350 32649794 123955089 44415799 220143343 3046311 16076350 32649794 123955089 44415799 220143343 220143343 60581 13705 9652 1830800 3331671 5246409 110771 110771 225500523 4616748 0.97620 0.98870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45602555 45602555 31183826 4717187 26466639 486239 486239 65424668 2550441 62874227 135429660 REFUNDABLE ADVANCE 499998 TENANT SECURITY DEPOSITS 199490 LEASE LIABILITY 550771 RETAINAGE 4178551 5428810 X 49991252 -321809 250 -321559 50312811 77065 77065 50389876 33944221 250 250 33943971 77065 77065 34021036 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 2022 AND 2023 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) 53571 0 N/A N/A YOUTH OPIOID USE DISORDER MULTI-ETHNIC COLLABORATIVE OF COMMUNITY AGENCIES (MECCA) 1505 EAST 17TH STREET SUITE 123 SANTA ANA CA 92705 271348840 501(C)(3) 76651 0 N/A N/A YOUTH OPIOID USE DISORDER 2 0 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 X X 1 0 0 0 0 0 0 0 0 PHILLIP FRANKS CEO 411989 0 0 0 0 0 0 0 24700 0 436689 0 0 0 VICTOR JORDAN CFO 315411 0 65000 0 0 0 0 0 34243 0 414654 0 0 0 DESIREE THOMAS COO 323732 0 0 0 0 0 0 0 22212 0 345944 0 0 0 MARSHALL MONCRIEF FORMER CEO 0 0 0 0 263442 0 0 0 14498 0 277940 0 0 0 JESSICA FOATTERM END 824 DIRECTOR, MOBILE RESPONSE 125471 0 13125 0 66007 0 0 0 20063 0 224666 0 0 0 VALERIE FRYERTERM END 924 DIRECTOR OF FINANCE 174771 0 20030 0 0 0 0 0 29713 0 224514 0 0 0 NICOLE RAMIREZ QUALITY DIRECTOR 172731 0 15450 0 0 0 0 0 25701 0 213882 0 0 0 RACHEL TILLMANTERM END 924 HR DIRECTOR 171993 0 0 0 0 0 0 0 30413 0 202406 0 0 0 LAUREN BRANDTERM END 424 EXECUTIVE DIRECTOR, CAMPUS OPERATION 118060 0 22604 0 0 0 0 0 16630 0 157294 0 0 0 ANITA LEWICKE MANAGER OF CAMPUS OPERATIONS 120193 0 8445 0 0 0 0 0 27707 0 156345 0 0 0 KATHRYN HAMELTERM END 524 VP, MOBILE OPERATIONS 102209 0 37500 0 0 0 0 0 11322 0 151031 0 0 0 PART I, LINE 4A NAME: JESSICA FOAT, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $66,007. PLAN DESCRIPTION: PAID AUG 2024 NAME: MARSHALL MONCRIEF, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $263,442. PLAN DESCRIPTION: PAID IN 2024 FORM 990, PART VI, SECTION A, LINE 1A THE FINANCE COMMITTEE, WHICH WILL CONSIST OF TWO OR MORE DIRECTORS, WILL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN MANAGEMENT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY THE BOARD WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE CEO AND CFO/DIRECTOR OF FINANCE FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. 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 2024. 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 XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.