NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY INC

EIN: 953130152 501(c)(3) Community Improvement

ORANGE, CA

Total Revenue
$5,345,001
Total Expenses
$3,650,446
Total Assets
$38,542,517
Net Assets
$28,724,863
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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
CA
Principal Officer
HELEN O'SULLIVAN
Phone
7144901250
Tax Period
2024-07-01 to 2025-06-30

NEIGHBORHOOD HOUSING SERVICES OF ORANGE COUNTY INC, founded in 1977, is a community nonprofit in the Community Improvement sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 32% operating margin.

Mission

NEIGHBORWORKS ORANGE COUNTY EMPOWERS PEOPLE AND COMMUNITIES TO BUILD WEALTH THROUGH HOMEOWNERSHIP, FINANCIAL EDUCATION AND ACCESS TO AFFORDABLE HOMES.

Program Service Accomplishments

Program 1
Expenses: $1,549,143 Revenue: $1,711,549

AFFORDABLE MULTI-FAMILY APARTMENTS:NWOC AND ITS WHOLLY OWNED LIMITED LIABILITY COMPANIES OWN 100% INTEREST IN ENTITIES OWNING 100 UNITS IN RESIDENTIAL PROPERTY THAT RENT TO QUALIFIED LOW-INCOME...

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AFFORDABLE MULTI-FAMILY APARTMENTS:NWOC AND ITS WHOLLY OWNED LIMITED LIABILITY COMPANIES OWN 100% INTEREST IN ENTITIES OWNING 100 UNITS IN RESIDENTIAL PROPERTY THAT RENT TO QUALIFIED LOW-INCOME RESIDENTS (GENERALLY HOUSEHOLDS EARNING 80% OR LESS OF THE AREA MEDIAN INCOME OF ORANGE COUNTY-AFFORDABLE HOUSING PROPERTIES). THESE PROPERTIES ARE SCATTERED SITE MULTIFAMILY APARTMENTS IN THE CITIES OF BREA, FULLERTON AND LA HABRA. ALL PROPERTIES ARE MANAGED BY A THIRD-PARTY MANAGEMENT COMPANY. OWNERSHIP OF THESE ENTITIES/PROPERTIES PROVIDE AFFORDABLE HOUSING TO UNDERSERVED HOUSEHOLDS, CONTRIBUTING TO ACHIEVEMENT OF NWOC'S MISSION.

Program 2
Expenses: $776,085 Revenue: $56,384

FINANCIAL EDUCATION AND COUNSELING:NWOC PROVIDES ONE-ON-ONE COUNSELING AND FINANCIAL EDUCATION WORKSHOPS IN CREDIT, BUDGETING AND BANKING TO PREPARE HOUSEHOLDS INTERESTED IN PURCHASING THEIR FIRST...

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FINANCIAL EDUCATION AND COUNSELING:NWOC PROVIDES ONE-ON-ONE COUNSELING AND FINANCIAL EDUCATION WORKSHOPS IN CREDIT, BUDGETING AND BANKING TO PREPARE HOUSEHOLDS INTERESTED IN PURCHASING THEIR FIRST HOME. IN ADDITION, WE OFFER ONE-ON-ONE HOME RETENTION COUNSELING TO HOMEOWNERS, FACING DIFFICULTIES IN MAKING MORTGAGE PAYMENTS AS WELL AS TO SENIORS WISHING TO AGE IN PLACE. THESE SERVICES ARE OFFERED EITHER FREE OF CHARGE OR AT COSTS BELOW MARKET AND ACCOMPLISH THE ORGANIZATION'S MISSION OF SERVING UNDERSERVED HOUSEHOLDS AND PROVIDING FINANCIAL EDUCATION AND COUNSELING TO LOW- AND MODERATE-INCOME HOUSEHOLDS.

Program 3
Expenses: $628,899 Revenue: $146,646

LENDING:NWOC IS LICENSED BY THE DEPARTMENT OF REAL ESTATE, EMPLOYING REALTORS LICENSED BY THE DRE AND MORTGAGE LOAN OFFICERS LICENSED BY THE NATIONAL MORTGAGE LENDING SERVICE. AS A MORTGAGE BROKER...

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LENDING:NWOC IS LICENSED BY THE DEPARTMENT OF REAL ESTATE, EMPLOYING REALTORS LICENSED BY THE DRE AND MORTGAGE LOAN OFFICERS LICENSED BY THE NATIONAL MORTGAGE LENDING SERVICE. AS A MORTGAGE BROKER, WE PROVIDE PRODUCTS FOR HOME PURCHASE BY FIRST-TIME LOW- AND MODERATE INCOME (LMI) HOMEBUYERS AND LOANS TO SENIORS WISHING TO AGE IN PLACE. AS A LENDER, WE PROVIDE FUNDING FOR FIRST TIME, LMI HOUSEHOLDS REQUIRING DOWN PAYMENT OR CLOSING COST ASSISTANCE AT BELOW MARKET RATES WITH PAYMENT FLEXIBILITY. NWOC PROVIDES DEVELOPERS WITH LOW-RATE, FLEXIBLE TERM ACQUISITION, PREDEVELOPMENT AND CONSTRUCTION FINANCING FOR THE DEVELOPMENT OF AFFORDABLE FOR SALE AND FOR RENT HOUSING. NWOC'S LENDING PRODUCTS SPEAK TO OUR MISSION BY PROVIDING RESPONSIBLE AFFORDABLE FINANCIAL PRODUCTS.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,551,260
Program Service Revenue $1,914,579
Investment Income $879,162
Other Revenue $0
TOTAL REVENUE $5,345,001

Expense Breakdown

Grants Paid $50,000
Salaries & Benefits $1,539,370
Fundraising Expenses $124,834
Program Expenses $2,954,127
Other Expenses $2,030,964
TOTAL EXPENSES $3,650,446

Year-over-Year Comparison

2024 2023 Change
Revenue $5,345,001 $3,931,071 +0.4%
Expenses $3,650,446 $3,406,727 +0.1%
Net Income $1,694,555 $524,344 +2.2%
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
13
Independent Members
12
Employees
12
Volunteers
58

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
7
$484,864
Total Directors
13
$219,500
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HELEN O'SULLIVAN PRESIDENT/CEO 40.00
Officer Director
$192,748 $26,752 $219,500
MARTIN P SANCHEZ BOARD CHAIR 0.31
Officer Director
$0 $0 $0
TAMMY MAHONEY VICE CHAIR 0.31
Officer Director
$0 $0 $0
DAISY PEREZ TREASURER 0.31
Officer Director
$0 $0 $0
ANDY LAMB SECRETARY 0.31
Officer Director
$0 $0 $0
LISA BROOKS DIRECTOR 0.12
Director
$0 $0 $0
NORA MENDEZ DIRECTOR 0.12
Director
$0 $0 $0
CESAR COVARRUBIAS DIRECTOR 0.12
Director
$0 $0 $0
JOSEPH SINGH DIRECTOR 0.12
Director
$0 $0 $0
ROSE ESPINOSA DIRECTOR 0.12
Director
$0 $0 $0
JAY LUKES DIRECTOR 0.12
Director
$0 $0 $0
SINAN KANATSIZ DIRECTOR 0.12
Director
$0 $0 $0
SHANTAE BENNET DIRECTOR 0.12
Director
$0 $0 $0
AMITA MEHTA SVP FINANCE & ADMINISTRATION 40.00
Officer
$135,615 $23,253 $158,868
BRENDA MAGANA VP OPERATIONS 40.00
Officer
$100,616 $5,880 $106,496
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
2025 $5,345,001 $3,650,446 $38,542,517 $1,694,555
2024 $3,931,071 $3,406,727 $37,236,241 $524,344
2023 $4,413,671 $3,391,190 $34,978,645 $1,022,481
2022 $6,434,786 $3,563,144 $39,273,947 $2,871,642
2021 $4,886,878 $3,344,125 $39,286,726 $1,542,753
2020 $3,441,212 $3,437,451 $33,494,669 $3,761
2019 $3,390,244 $3,378,840 $33,709,276 $11,404
2018 $3,988,164 $3,968,888 $33,990,430 $19,276
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