MIND OC

EIN: 823901590 501(c)(3) Human Services

IRVINE, CA

Total Revenue
$50,389,876
Total Expenses
$34,021,036
Total Assets
$198,053,850
Net Assets
$182,260,602
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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CA
Principal Officer
PHILLIP FRANKS
Phone
9495699040
Tax Period
2024-01-01 to 2024-12-31

MIND OC, founded in 2017, is a mid-sized nonprofit in the Human Services sector that reported $50.4M in total revenue in fiscal year 2024. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $16.4M, a strong 32% operating margin.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $18,132,045 Revenue: $2,531,635

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...

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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.

Program 2
Expenses: $9,814,935 Revenue: $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...

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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.

Program 3
Expenses: $251,812 Revenue: $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...

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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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $44,415,799
Program Service Revenue $2,531,635
Investment Income $3,331,671
Other Revenue $110,771
TOTAL REVENUE $50,389,876

Expense Breakdown

Grants Paid $135,222
Salaries & Benefits $10,651,902
Fundraising Expenses $319,296
Program Expenses $28,891,243
Other Expenses $23,233,912
TOTAL EXPENSES $34,021,036

Year-over-Year Comparison

2024 2023 Change
Revenue $50,389,876 $127,871,002 -0.6%
Expenses $34,021,036 $32,298,953 +0.1%
Net Income $16,368,840 $95,572,049 -0.8%
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
11
Independent Members
10
Employees
149
Volunteers
10

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
5
$1,197,287
Total Directors
11
$436,689
Key Employees
2
$449,180
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PHILLIP FRANKS CEO 40.00
Officer Director
$411,989 $24,700 $436,689
RICHARD AFABLE PRESIDENT/BOARD CHAIR 2.00
Officer Director
$0 $0 $0
RICHARD STEINBERG SECRETARY 2.00
Officer Director
$0 $0 $0
ALI SANTORETERM END 1224 DIRECTOR 2.00
Director
$0 $0 $0
BILL TAORMINA DIRECTOR 2.00
Director
$0 $0 $0
STEVE PITMAN DIRECTOR 2.00
Director
$0 $0 $0
MARK COSTA DIRECTOR 2.00
Director
$0 $0 $0
MARCIA MANKER DIRECTOR 2.00
Director
$0 $0 $0
SUSAN TAYLOR DIRECTOR 2.00
Director
$0 $0 $0
RACHEL SELLECK DIRECTOR 2.00
Director
$0 $0 $0
TERRENCE WALKER DIRECTOR 2.00
Director
$0 $0 $0
VICTOR JORDAN CFO 40.00
Officer
$380,411 $34,243 $414,654
DESIREE THOMAS COO 40.00
Officer
$323,732 $22,212 $345,944
JESSICA FOATTERM END 824 DIRECTOR, MOBILE RESPONSE 40.00
Key Emp
$204,603 $20,063 $224,666
VALERIE FRYERTERM END 924 DIRECTOR OF FINANCE 40.00
Key Emp
$194,801 $29,713 $224,514
NICOLE RAMIREZ QUALITY DIRECTOR 40.00
Highest
$188,181 $25,701 $213,882
RACHEL TILLMANTERM END 924 HR DIRECTOR 40.00
Highest
$171,993 $30,413 $202,406
LAUREN BRANDTERM END 424 EXECUTIVE DIRECTOR, CAMPUS OPERATIONS 40.00
Highest
$140,664 $16,630 $157,294
KATHRYN HAMELTERM END 524 VP, MOBILE OPERATIONS 40.00
Highest
$139,709 $11,322 $151,031
ANITA LEWICKE MANAGER OF CAMPUS OPERATIONS 40.00
Highest
$128,638 $27,707 $156,345
MARSHALL MONCRIEF FORMER CEO 40.00
$263,442 $14,498 $277,940
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 $53,889,848 $34,021,036 $198,053,850 $19,868,812
2024 $50,389,876 $34,021,036 $198,053,850 $16,368,840
2023 $127,871,002 $32,298,953 $180,927,337 $95,572,049
2022 $32,659,446 $14,325,838 $75,031,457 $18,333,608
2021 $16,090,055 $9,609,086 $53,343,760 $6,480,969
2020 $3,106,892 $4,041,443 $49,227,916 $-934,551
2019 $47,362,253 $1,877,741 $46,508,052 $45,484,512
2018 $798,952 $229,330 $569,622 $569,622
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