ORANGE COUNTY COMMUNITIES ORGANIZED FOR RESPONSIBLE DEVELOPMENT

EIN: 432092827 501(c)(3) Community Improvement

SANTA ANA, CA

Total Revenue
$1,524,114
Total Expenses
$1,214,613
Total Assets
$2,031,240
Net Assets
$1,881,559
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
CA
Principal Officer
CESAR COVARRUBIAS
Phone
7146210919
Tax Period
2023-01-01 to 2023-12-31

ORANGE COUNTY COMMUNITIES ORGANIZED FOR RESPONSIBLE DEVELOPMENT, founded in 2005, is a community nonprofit in the Community Improvement sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $310K, a strong 20% operating margin.

Mission

Orange County Communities Organized for Responsible Development (OCCORD) is a community-based organization that brings together workers, families and community partners to organize and advocate for good jobs, strong neighborhoods and an inclusive democracy in Orange County.

Program Service Accomplishments

Program 1
Expenses: $892,111

Orange County Communities Organized for Responsible Development (OCCORD) is a community-based organization that utilizes community organizing and policy research as strategies to build leadership and...

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Orange County Communities Organized for Responsible Development (OCCORD) is a community-based organization that utilizes community organizing and policy research as strategies to build leadership and a collective voice. We pursue policy changes that lead to a systems change, including an inclusive economy, community-driven education, and responsive democracy. We provide leadership development training to low-income residents and workers, and we train residents and stakeholders on community organizing, nonpartisan political reform, affordable/fair housing initiatives, economic development policy, community-driven education, and provide naturalization immigration services.OCCORD's Anaheim and Santa Ana programs develop leadership and build organizational structures to engage residents and stakeholders in nonpartisan political reform, affordable/fair housing initiatives, and economic development decisions that affect their lives. Through strategic, coalitional outreach, we train local and regional groups to work collaboratively. Through targeted neighborhood-based outreach, we train new leaders and build sustainable organizational infrastructure in low-income communities of color.In 2022, OCCORD finalized its months-long Strategic Planning Process that reflected the voice of community and community stakeholders. We unveiled our new Five Year Strategic Plan focused on our new mission: to build the power of historically marginalized communities in Orange County. OCCORD utilizes community organizing and policy research to build leadership and a collective voice. We pursue policy changes that lead to an inclusive economy, community-driven education, and responsive democracy.OCCORD continued to launch OCCORD's Leadership Academy and began to test our newly developed Digital Organizing Academy. Our training program empowers community members by helping them understand how to create change around issues that affect them and their communities. Participants learn how to examine through a lens of opportunity and oppression, learn tools for developing powerful, comprehensive campaigns, and address issues on public policy in Orange County and beyond. Our Digital Organizing Academy, a boot camp-style program, is designed to pass along the knowledge, skills, and tools we use as an organization to push for change. The Academy includes workshops on developing an outline for a campaign, effective strategies for educating the public, skillshare sessions on creating content such as graphics and videos and using digital tools to engage people online and get them to participate in actions offline. We had over 32 leaders go through our leadership training. In direct response to the COVID-19 pandemic, OCCORD led important COVID-19 advocacy, outreach, and education work. OCCORD led vaccine outreach and education work by addressing vaccine misinformation and hesitancy through our social media. We shared information given to us by health officials and addressed community members' questions during our live video sessions. OCCORD also addressed housing issues that resulted from the COVID-19 pandemic. When housing insecurity became an issue in our community, we began to host virtual housing informational sessions to inform residents about their rights as tenants and rental assistance programs. OCCORD staff aided many residents through rental assistance program applications, which proved very successful. Ultimately, we were able to help many residents avoid homelessness and continue to have shelter through the pandemic.During the 2022 Elections, OCCORD continued to meet the moment through nonpartisan Get Out the Vote efforts. OCCORD focused on nonpartisan educational candidate forums, canvassing, and phone banking to ensure the civic participation of our community members. Through our outreach efforts, we successfully knocked on over 2,746 doors, called over 20,758 individuals, and texted over 54,230 community members.OCCORD's Citizenship Program provides naturalization assistance, civics classes, training, and leadership development, enabling immigrant workers and residents to become full participants in the democratic process. We work with local and regional organizations to provide these services to their members and constituents. In 2023, OCCORD continued our 1-on-1 client services to help individuals navigate the naturalization process, and for the second time since the pandemic, we were able to host our Citizenship Mega Fair. All of OCCORD's citizenship services were provided free of charge to participants. Additionally, OCCORD continued offering citizenship preparation classes virtually and in person. More than 132 residents were helped with applications.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,521,200
Program Service Revenue $0
Investment Income $0
Other Revenue $2,914
TOTAL REVENUE $1,524,114

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,017,411
Fundraising Expenses $93,586
Program Expenses $892,111
Other Expenses $197,202
TOTAL EXPENSES $1,214,613

Year-over-Year Comparison

2023 2022 Change
Revenue $1,524,114 $1,040,469 +0.5%
Expenses $1,214,613 $1,180,990 +0.0%
Net Income $309,501 $-140,521 -3.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
7
Employees
11
Volunteers
385

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$161,937
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELY FLORES Executive Dir. 50.00
Officer
$131,140 $30,797 $161,937
AMANDA BYRD Secretary 1.00
Officer Director
$0 $0 $0
RAFAEL SOLORZANO Director 1.00
Director
$0 $0 $0
CESAR COVARRUBIAS Chairman 1.00
Officer Director
$0 $0 $0
ALEJANDRO PONCE DE LEON Director 1.00
Director
$0 $0 $0
MARISOL RAMIREZ Director 1.00
Director
$0 $0 $0
CAROLINA SARMIENTO Director 1.00
Director
$0 $0 $0
ERIC ALTMAN Treasurer 1.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,524,114 $1,214,613 $2,031,240 $309,501
2022 $1,040,468 $1,180,990 $1,682,465 $-140,522
2022 $1,040,469 $1,180,990 $2,115,958 $-140,521
2022 $1,040,469 $1,153,881 $2,086,314 $-113,412
2021 $1,599,269 $836,674 $2,177,460 $762,595
2020 $165,572 $868,224 $1,572,087 $-702,652
2019 $1,074,092 $1,008,124 $2,155,644 $65,968
2018 $1,090,048 $1,052,145 $2,072,915 $37,903
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