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)

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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

THE MISSION OF CEO LEADERSHIP ALLIANCE ORANGE COUNTY (CLAOC) IS TO DEVELOP AND RETAIN THE TALENT NEEDED FOR AN INCLUSIVE, PREMIER INNOVATION HUB.

Program Service Accomplishments

Program 1
Expenses: $734,993 Revenue: $0

THE CAREER EXPLORATION EXPERIENCE IS A MICRO-INTERNSHIP DESIGNED TO INTRODUCE HIGH SCHOOL AND UNIVERSITY STUDENTS TO ORANGE COUNTY COMPANIES THROUGH A 4 TO 6 WEEK HYBRID OR IN-PERSON EXPERIENCE...

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THE CAREER EXPLORATION EXPERIENCE IS A MICRO-INTERNSHIP DESIGNED TO INTRODUCE HIGH SCHOOL AND UNIVERSITY STUDENTS TO ORANGE COUNTY COMPANIES THROUGH A 4 TO 6 WEEK HYBRID OR IN-PERSON EXPERIENCE. DESIGNED TO COMPLEMENT EXISTING RECRUITMENT STRATEGIES AND PROVIDE MEANINGFUL EMPLOYEE ENGAGEMENT OPPORTUNITIES, THE CAREER EXPLORATION EXPERIENCE INTRODUCES STUDENTS TO THE HOST COMPANY'S MISSION, VALUES, AND WORK CULTURE AS THEY LEARN ABOUT CAREERS ACROSS THE ORGANIZATION. ADDITIONALLY, STUDENTS GAIN PRACTICAL WORK EXPERIENCE AS THEY WORK WITH HOST EMPLOYEES ON A SHORT-TERM PROJECT.PROGRAM ACCOMPLISHMENTS - 180% GROWTH IN CLAOC'S CEE INTERNSHIPS DURING THE PAST 3 YEARS, WITH 36 HOST BUSINESSES AND 300 STUDENTS IN 2024. 1000 HIGH SCHOOL AND UNIVERSITY STUDENTS HAVE COMPLETED CEES SINCE 2022, EARNING $228,000 IN STUDENT STIPENDS.

Program 2
Expenses: $313,261 Revenue: $0

CLAOC HEALTH CARE COALITION IS ADDRESSING ORANGE COUNTY'S HEALTHCARE TALENT SHORTAGE BY INCREASING THE QUALIFIED TALENT POOL AND BUILDING A SUSTAINABLE, EVERGREEN TALENT PIPELINE. BY PARTNERING WITH...

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CLAOC HEALTH CARE COALITION IS ADDRESSING ORANGE COUNTY'S HEALTHCARE TALENT SHORTAGE BY INCREASING THE QUALIFIED TALENT POOL AND BUILDING A SUSTAINABLE, EVERGREEN TALENT PIPELINE. BY PARTNERING WITH FIVE TOP HEALTHCARE INSTITUTIONS IN OC, WE ARE ALIGNING EFFORTS TO EXPAND THE HEALTHCARE TALENT PIPELINE AND ENSURE ORANGE COUNTY HAS THE QUALIFIED WORKFORCE NEEDED TO DELIVER EXCEPTIONAL CARE NOW AND INTO THE FUTURE. THESE LEADERS ARE WORKING TO ADDRESS SHARED WORKFORCE CHALLENGES, INCLUDING TALENT SHORTAGES IN HIGH-DEMAND ROLES, TRAINING CAPACITY LIMITS, AND RETENTION HURDLES.

Program 3
Expenses: $304,357 Revenue: $45,119

NATIONAL TALENT COLLABORATIVE IS A UNIQUE CONSORTIUM OF REGIONAL LEADERS OF BUSINESS-ENGAGED ORGANIZATIONS WITH A SHARED COMMITMENT TO TALENT AND WORKFORCE DEVELOPMENT ACROSS THE UNITED STATES...

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NATIONAL TALENT COLLABORATIVE IS A UNIQUE CONSORTIUM OF REGIONAL LEADERS OF BUSINESS-ENGAGED ORGANIZATIONS WITH A SHARED COMMITMENT TO TALENT AND WORKFORCE DEVELOPMENT ACROSS THE UNITED STATES. REGIONAL LEADERS MEET REGULARLY TO SHARE BEST PRACTICES AND TO EXPLORE FURTHER COLLABORATION, SUCH AS SHARING COMMON DATA PLATFORMS, SPEAKING WITH A COLLECTIVE VOICE, AND WORKING TOGETHER TO DRIVE BROAD-SCALE, SYSTEMIC CHANGE ACROSS THE COUNTRY.

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Trantor Score

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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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Liquidity & Cash Position

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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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