CEO LEADERSHIP ALLIANCE ORANGE COUNTY

EIN: 873516668 501(c)(3) Community Improvement

LAGUNA BEACH, CA

Total Revenue
$2,800,232
Total Expenses
$2,565,885
Total Assets
$676,867
Net Assets
$467,331
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
CA
Principal Officer
MARK PERCY
Phone
9492306133
Tax Period
2024-01-01 to 2024-12-31

CEO LEADERSHIP ALLIANCE ORANGE COUNTY, founded in 2021, is a community nonprofit in the Community Improvement sector that reported $2.8M in total revenue in fiscal year 2024. Expenses of $2.6M left a modest 8% surplus.

Mission

TO DEVELOP AND RETAIN THE TALENT NEEDED FOR AN INCLUSIVE, PREMIER INNOVATION HUB. WE ARE EMPLOYER-LED, COLLABORATING ACROSS SECTORS WITH PARTNERS FOR COLLECTIVE IMPACT.

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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 $2,751,792
Program Service Revenue $0
Investment Income $3,321
Other Revenue $45,119
TOTAL REVENUE $2,800,232

Expense Breakdown

Grants Paid $56,000
Salaries & Benefits $1,443,660
Fundraising Expenses $259,101
Program Expenses $2,018,830
Other Expenses $1,066,225
TOTAL EXPENSES $2,565,885

Year-over-Year Comparison

2024 2023 Change
Revenue $2,800,232 $2,799,266 +0.0%
Expenses $2,565,885 $2,706,738 -0.1%
Net Income $234,347 $92,528 +1.5%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
9
Employees
13
Volunteers
156

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
3
$311,803
Total Directors
10
$311,803
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARK PERCY CEO & PRESIDENT 40.00
Officer Director
$276,188 $35,615 $311,803
ANNETTE WALKER CHAIR 1.00
Officer Director
$0 $0 $0
EDWARD MORA TREASURER 1.00
Officer Director
$0 $0 $0
DOUGLAS WILSON CO-FOUNDER 1.00
Director
$0 $0 $0
RICHARD GOCHNAUER CO-FOUNDER 1.00
Director
$0 $0 $0
BRETT WALL DIRECTOR 1.00
Director
$0 $0 $0
DAVEEN CHOPRA DIRECTOR 1.00
Director
$0 $0 $0
DARRYL BUTTON DIRECTOR 1.00
Director
$0 $0 $0
KIM LETCH DIRECTOR 1.00
Director
$0 $0 $0
EMMANUEL ROMAN DIRECTOR 1.00
Director
$0 $0 $0
YASMIN PACHNANDA COO 40.00
Highest
$249,002 $37,805 $286,807
KARLY SIMPSON CHIEF ADMINISTRATIVE OFFICER 40.00
Highest
$105,461 $40,738 $146,199
FRANCISKA CASTILLO DIRECTOR, TALENT STRATEGIES & UNIVERSITY RELATIONS 29.00
Highest
$120,062 $0 $120,062
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 $2,800,232 $2,565,885 $676,867 $234,347
2023 $2,799,266 $2,706,738 $692,816 $92,528
2022 $2,535,559 $2,395,103 $549,870 $140,456
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