2025-06-02T08:22:51-05:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 237250499 ORGANIZATION OF CHINESE AMERICANS INC ORGA 2022235500 900 19TH STREET NW 6TH FL WASHINGTON DC 20006 SHARON WONG PRESIDENT 2022235500 2025-06-02 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z SHARON WONG 900 19TH STREET NW 6TH FL WASHINGTON DC 20006 1810934 0 X WWW.OCANATIONAL.ORG X 1973 DC TO ADVANCE THE SOCIAL, POLITICAL AND ECONOMIC WELL-BEING OF ASIAN-PACIFIC AMERICANS IN THE U.S. 48 48 10 48 0 0 1557372 1415889 161206 189801 37557 181346 2429758 23898 4185893 1810934 160170 122050 0 0 688189 757166 0 0 93148 1256558 839278 2104917 1718494 2080976 92440 5064979 5162070 201915 154136 4863064 5007934 X ORGANIZATION OF CHINESE AMERICANS, INC. (OCA-ASIAN PACIFIC AMERICAN ADVOCATES) IS A NATIONAL ORGANIZATION OF COMMUNITY ADVOCATES DEDICATED TO ADVANCING THE SOCIAL, POLITICAL, AND ECONOMIC WELL-BEING OF ASIAN-PACIFIC AMERICANS. TO FULFILL ITS MISSION, OCA HAS ESTABLISHED THE FOLLOWING GOALS: ADVOCATE FOR SOCIAL JUSTICE, EQUAL OPPORTUNITY AND FAIR TREATMENT; PROMOTE CIVIC PARTICIPATION, EDUCATION, AND LEADERSHIP; ADVANCE COALITIONS AND COMMUNITY BUILDING; AND TO FOSTER CULTURAL HERITAGE.OCA AIMS TO EMBRACE THE HOPES AND ASPIRATIONS OF ASIAN-PACIFIC AMERICANS IN THE U.S. OCA IS ENGAGED IN ORGANIZING ITS OVER 80 CHAPTERS AND COLLEGE AFFILIATES ACROSS THE NATION TO DEVELOP BOTH LEADERSHIP AND COMMUNITY INVOLVEMENT. OCA CHAPTERS AND COLLEGE AFFILIATES ARE ESTABLISHING STRONG LOCAL PROGRAMS IN ALL PARTS OF THE COUNTRY. OCA'S HEADQUARTERS IN WASHINGTON, DC GIVES THE NATIONAL CENTER AN EFFECTIVE VANTAGE POINT FOR MONITORING LEGISLATION AND POLICY ISSUES AFFECTING ASIAN-PACIFIC AMERICANS. 0 0 708081 35000 OTHER PROGRAMS: INCLUDES APA YOUTH ADVOCATES, APIA U LEADERSHIP TRAINING, JACL/OCA LEADERSHIP SUMMIT, K-12 AANHPI CURRICULUM PROJECT, MENTORING ASIAN AMERICAN PROFESSIONAL PROGRAM, TECHNOLOGY DATA FELLOWSHIP, MENTORING ASIAN AMERICAN PROFESSIONAL PROGRAM AND SCHOLARSHIP PROGRAMS. 465209 189801 NATIONAL CONVENTION CORPORATE ACHIVEMENT AWARDS (CAA): THE ANNUAL OCA CONVENTION IS ONE OF THE PREEMINENT ANNUAL EVENTS FOR THE ASIAN-PACIFIC AMERICAN COMMUNTIY, DRAWING HUNDREDS OF PEOPLE FROM AROUND THE COUNTRY FOR EDUCATIONAL, CULTURAL, AND NETWORKING EVENTS. THE EVENT INCLUDES WORKSHOPS AND SENIOR CITIZENS, COLLEGE AND YOUTH LEADERSHIP TRAINING, A JOB FAIR, AN EXHIBIT AREA, A COMMUNITY HEALTH FAIR, MEAL EVENTS WITH KEYNOTE SPEAKERS, AND AN AWARDS BANQUET. DURING THE BANQUET, ASIAN PACIFIC LEADERS IN A NUMBER OF FIELDS ARE HONORED. OCA ALSO RECOGNIZES THE ACHIEVEMENTS OF ITS OWN MEMBERS WITH THE CHAPTER OF THE YEAR AWARD, AND THE UNSUNG HEROES' AWARDS. OCA'S NATIONAL BOARD AND BUSINESS ADVISORY COUNCIL ALSO MEETS DURING THE CONVENTION.CAA IS DEDICATED TO CELEBRATING AND RECOGNIZING APAS IN THE CORPORATE SECTOR WHO EXEMPLIFY NOT ONLY EXCELLENCE IN THEIR PROFESSION, BUT ALSO LEADERSHIP AND COMMITMENT IN THEIR RESPECTIVE CONMMUNITIES, AND TO THE EXISTING CORPORATE CULTURE OF DIVERSITY. 156268 87050 INTERNSHIP PROGRAM: EVERY YEAR, OCA'S INTERNSHIP PROGRAM BRINGS ASIAN-PACIFIC AMERICAN COLLEGE STUDENTS TO WASHINGTON, DC TO GAIN EXPERIENCE IN PUBLIC POLICY BY PLACING INTERNS IN CONGRESSIONAL OFFICES, FEDERAL AGENCIES, NON-PROFIT ORGANIZATIONS AND AT THE OCA NATIONAL CENTER. STUDENTS HAVE THE OPPORTUNITY TO LEARN FIRSTHAND ABOUT NATIONAL ISSUES AND POLICIES THAT AFFECT ASIAN-PACIFIC AMERICANS. 36280 ANTI-HATE PROGRAM: THE ANTI-HATE PROGRAM AT OCA CONSISTS OF EDUCATION AND ADVOCACY WORK AROUND RACIAL PROFILING AND DISCRIMINATION, BIAS EDUCATION AND TRAININGS, AND SOLIDARITY BUILDING. THIS WORK IS DONE THROUGH WORKSHOPS, PANEL DISCUSSIONS, COMMUNITY FESTIVALS AND CELEBRATIONS, AND OTHER EVENTS THAT BRING TOGETHER DIFFERENT COMMUNITIES TO BUILD UNDERSTANDING AND ALLYSHIP. 36280 1365838 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 57 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 48 48 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AR CA FL GA IL KY MD MA MI MN NJ NY PA UT VA WI X X KELLY TIAN 2022235500 900 19TH ST NW 6TH FLOOR WASHINGTON DC 20006 LINDA NG PRESIDENT 15.00 X X 0 0 0 SHARON WONG IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 DEBBIE CHEN EXECUTIVE VICE PRESIDENT 10.00 X X 0 0 0 THONG TARM SECRETARY 10.00 X X 0 0 0 JESS LI TREASURER 10.00 X X 0 0 0 ROLAND HWANG VP OF PUBLIC AFFAIRS 10.00 X X 0 0 0 ERIC LIN VP OF FINANCE 10.00 X X 0 0 0 EMILIO MANUAL CAMU VP OF EDUC./CULTURE 10.00 X X 0 0 0 LOLA AKERIPA VP OF MEMBERSHIP 10.00 X X 0 0 0 JUNE JEE VP OF CHAPTER DEVELOPMENT 10.00 X X 0 0 0 CECILIA PHAM VP OF COMMUNICATIONS 10.00 X X 0 0 0 DAVID FUNG VP OF ECONOMIC DEVELOPMENT 10.00 X X 0 0 0 ASTRIA WONG CHAPTER PRESIDENT 5.00 X 0 0 0 LESLIE MOE KAISER CHAPTER PRESIDENT 5.00 X 0 0 0 DENNIS YEE CHAPTER PRESIDENT 5.00 X 0 0 0 JONATHAN FONG CHAPTER PRESIDENT 5.00 X 0 0 0 JHEMON LEE CHAPTER PRESIDENT 5.00 X 0 0 0 ED LEW CHAPTER PRESIDENT 5.00 X 0 0 0 GILBERT WONG CHAPTER PRESIDENT 5.00 X 0 0 0 AIMEE YAN CHAPTER PRESIDENT 5.00 X 0 0 0 BROCADE WU CHAPTER PRESIDENT 5.00 X 0 0 0 JINKY DOLAR CHAPTER PRESIDENT 5.00 X 0 0 0 MARGARET CHOI CHAPTER PRESIDENT 5.00 X 0 0 0 MIRIAM YEUNG CHAPTER PRESIDENT 5.00 X 0 0 0 WINNIE TANG CHAPTER PRESIDENT 5.00 X 0 0 0 BRIAN LI CHAPTER PRESIDENT 5.00 X 0 0 0 MABEL MENARD CHAPTER PRESIDENT 5.00 X 0 0 0 DENISE CHAN CHAPTER PRESIDENT 5.00 X 0 0 0 RICHARD MUI CHAPTER PRESIDENT 5.00 X 0 0 0 PETER TAO CHAPTER PRESIDENT 5.00 X 0 0 0 HENRY LEE CHAPTER PRESIDENT 5.00 X 0 0 0 BRIAN KIEATIWONG CHAPTER PRESIDENT 5.00 X 0 0 0 JACLYN LIU CHAPTER PRESIDENT 5.00 X 0 0 0 JOON PYO LEE CHAPTER PRESIDENT 5.00 X 0 0 0 TOMMY LI CHAPTER PRESIDENT 5.00 X 0 0 0 LISA WONG CHAPTER PRESIDENT 5.00 X 0 0 0 LINH TA CHAPTER PRESIDENT 5.00 X 0 0 0 LIEN VU CHAPTER PRESIDENT 5.00 X 0 0 0 MARIAN LIEN CHAPTER PRESIDENT 5.00 X 0 0 0 ANNE SUNG CHAPTER PRESIDENT 5.00 X 0 0 0 LITA SAGATO CHAPTER PRESIDENT 5.00 X 0 0 0 YUZHONG SHEN CHAPTER PRESIDENT 5.00 X 0 0 0 JIE LIU CHAPTER PRESIDENT 5.00 X 0 0 0 JACK HOM CHAPTER PRESIDENT 5.00 X 0 0 0 CONNIE SO CHAPTER PRESIDENT 5.00 X 0 0 0 LOMA YOUNG CHAPTER PRESIDENT 5.00 X 0 0 0 MARY MOON CHAPTER PRESIDENT 5.00 X 0 0 0 MARY TOM CHAPTER PRESIDENT 5.00 X 0 0 0 THU NGUYEN EXECUTIVE DIRECTOR 40.00 X 97884 0 8462 97884 0 8462 0 0 0 0 0 1415889 1415889 CONVENTIONS/MEETINGS 900099 163601 163601 MEMBERSHIP DUES 900099 26200 26200 189801 181346 181346 39 39 OTHER REVENUE 900099 23859 23859 23859 1810934 189801 0 205244 X 122050 122050 106346 74442 21269 10635 536872 372574 121863 42435 9794 6797 2225 772 48659 33780 10993 3886 55495 38563 12366 4566 21736 21736 290938 246827 15297 28814 83 83 28256 22820 5368 68 61865 41925 19940 67651 59689 5990 1972 355573 337685 17888 662 437 225 2674 2011 663 DUES, LIC. & PERMITS 8183 6155 2028 FRANCHISE TAXES 1657 1657 1718494 1365838 259508 93148 289197 84445 4335611 2613709 386131 210000 480 480 15616 13367 2911 2249 44124 2170634 6525 80553 5064979 5162070 201915 73133 7200 0 73803 201915 154136 X 3030204 3332213 1832860 1675721 4863064 5007934 5064979 5162070 X 92440 131599 -79169 X 0 1 X 1 0 X 1473052 2199052 2545731 1478203 1415889 9111927 1473052 2199052 2545731 1478203 1415889 9111927 3844303 5267624 1693 2585 16626 37808 181385 240097 11094 4923 55079 83982 23859 178937 9530961 489258 0.55270 0.55420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 275302 11149 286451 273385 1917 275302 269286 4099 273385 269286 1132 1132 269286 269286 682 682 269286 0.00000 0.94008 0.05992 0 0 15616 13367 2249 2249 OPERATING LEASE LIABILITY 73803 73803 1942533 131599 131599 1810934 0 1810934 1718494 0 1718494 0 1718494 PART V, LINE 4: THE INTEREST AND DIVIDENDS EARNED ON THE ENDOWMENT FUNDS ARE AVAILABLE FOR USE IN SUPPORTING OCA'S GENERAL ACTIVITIES. 1 SCHOLARSHIPS 17 35000 INTERNSHIP STIPENDS 14 87050 PART I, LINE 2: OCA AWARDS SCHOLARSHIPS FOR ASIAN-PACIFIC AMERICANS WHO MEET STRINGENT ELIGIBILITY REQUIREMENTS INCLUDING FINANCIAL NEED AND STRONG ACADEMIC PERFORMANCE. SIMILAR TO MOST SCHOLARSHIP AND STUDENT LOANS, THE ULTIMATE DISCRETION AS TO THE USE OF FUNDS IS LEFT TO THE RECIPIENT. HOWEVER, AS OUR CANDIDATES MUST DEMONSTRATE FINANCIAL NEED IN ORDER TO BE CONSIDERED, WE STRONGLY BELIEVE THAT THEY ARE DISCERNING IN USING THEIR FUNDING TO ASSIST THEM IN ACHIEVING THEIR ACADEMIC GOALS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF EACH OF OCA'S CHAPTERS ELECT THEIR PRESIDENT OR A REPRESENTATIVE WHO PARTICIPATES ON THE NATIONAL BOARD. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF EACH OF OCA'S CHAPTERS ELECT THEIR PRESIDENT OR A REPRESENTATIVE WHO PARTICIPATES ON THE NATIONAL BOARD. THE MEMBER'S RIGHTS DO NOT EXTEND BEYOND ELECTING THEIR PRESIDENT OR REPRESENTATIVE. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS VETTED BY KEY STAFF, LEGAL COUNSEL AND THE PRESIDENT BEFORE IT IS REVIEWED AND APPROVED BY THE EXECUTIVE COUNCIL. IT IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OCA REQUIRES DISCLOSURE OF OUTSIDE WORK AND OWNERSHIP RELATIONSHIPS BY ALL EMPLOYEES. BOARD MEMBERS ARE VETTED FOR POTENTIAL CONFLICTS OF INTEREST AND ARE REQUIRED TO EXCUSE THEMSELVES FROM ANY DECISIONS RELATED TO THEIR BUSINESSES OR EMPLOYERS. OCA BUSINESS IS MONITORED ON A CONSTANT BASIS FOR POTENTIAL CONFLICT AND REVIEWED YEARLY WITH BOARD MEMBERS AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 OCA'S COMPENSATION LEVELS FOR OFFICERS AND KEY EMPLOYEES ARE PRESENTED TO THE PERSONNEL COMMITTEE OF THE EXECUTIVE COUNCIL WITH COMPARABILITY DATA FOR APPROVAL IN A DELIBERATIVE PROCESS THAT IS DOCUMENTED IN THE EXECUTIVE COUNCIL MEETING MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE DECEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON US GOVERNMENT'S SYSTEM FOR AWARD MANAGEMENT (SAM) AND BOTH DOCUMENTS, ALONG WITH THE CONFLICT OF INTEREST POLICY AND FEDERAL FORM 990, ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G HONORARIUM: PROGRAM SERVICE EXPENSES 15,242. MANAGEMENT AND GENERAL EXPENSES 673. FUNDRAISING EXPENSES 1,924. TOTAL EXPENSES 17,839. STRATEGIC PLANNING SERVICES: PROGRAM SERVICE EXPENSES 44,856. MANAGEMENT AND GENERAL EXPENSES 1,981. FUNDRAISING EXPENSES 5,663. TOTAL EXPENSES 52,500. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 61,824. MANAGEMENT AND GENERAL EXPENSES 2,730. FUNDRAISING EXPENSES 7,807. TOTAL EXPENSES 72,361. COMM. OUTREACH & EVENT MGMT: PROGRAM SERVICE EXPENSES 17,942. MANAGEMENT AND GENERAL EXPENSES 792. FUNDRAISING EXPENSES 2,265. TOTAL EXPENSES 20,999. CONTRACTORS: PROGRAM SERVICE EXPENSES 88,357. MANAGEMENT AND GENERAL EXPENSES 3,902. FUNDRAISING EXPENSES 11,155. TOTAL EXPENSES 103,414. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 18,606. MANAGEMENT AND GENERAL EXPENSES 5,219. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,825. FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE CONTRIBUTION AND GRANT RECEIVABLE -79,169.