GOLD2024

Orange County Communities Organized for Responsible Development

aka OCCORD   |   Santa Ana, CA   |  www.occord.org
GuideStar Charity Check

Orange County Communities Organized for Responsible Development

EIN: 43-2092827


Mission

OCCORD’s mission is to build the power of historically marginalized communities in Orange County. OCCORD utilizes community organizing and policy research as strategies to build leadership and a collective voice. We pursue policy changes that lead to an inclusive economy, community-driven education, and responsive democracy.

Ruling year info

2007

Executive Director

Ely Flores

Main address

1505 E 17th St Suite 122

Santa Ana, CA 92705 USA

Show more contact info

EIN

43-2092827

Subject area info

Economic development

Community organizing

Human rights

Population served info

Adolescents

Adults

People of Latin American descent

Immigrants and migrants

Economically disadvantaged people

Show more populations served

NTEE code info

Alliance/Advocacy Organizations (R01)

Urban, Community (S31)

Labor Unions/Organizations (J40)

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

There is a long history of neglect and disenfranchisement of Orange County’s working-class communities and communities of color. Communities of color and working families are left out of the decision-making processes that affect their lives and futures. Consequently, local and regional policies have been developed to serve corporate interests and a privileged few, often to the detriment of Orange County’s communities, neighborhoods and public services. Political inequality gives rise to economic inequality. Despite its thriving economy, Orange County has a huge proportion of extremely low-wage jobs, projected to grow in the next decade. Housing is scarce and people struggle with overcrowding and cost burdens, or choose to move further from their jobs and undertake long commutes, adding to congestion and pollution. Open space and park space are limited, particularly in low-income communities. These challenges have negative impacts on community cohesion, public and family health,

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Local Government Accountability

OCCORD’s Local Government Accountability program develops leadership and builds organizational structures to engage residents and stakeholders in land use planning and economic development decisions that affect their lives.  Through strategic, coalition outreach, we train local and regional groups to work collaboratively, and through targeted, neighborhood-based outreach, we train new leaders and build sustainable organizational infrastructure in low-income communities of color to identify and advocate for policy changes that improve their standard of living.

Population(s) Served
People of Latin American descent
Adults

OCCORD’s Citizenship & Immigrant Integration Program provides assistance to Lawful Permanent Residents to complete their applications for U.S. Citizenship, leads citizenship classes to help applicants prepare for their citizenship interviews, and develops volunteer leaders to help others through the citizenship process and participate more fully in civic life. We work with local and regional organizations to provide these services to their members and constituents.

Population(s) Served
Immigrants and migrants

Working in concert with our Citizenship Program that enfranchises and educates new citizens/voters and our Local Government Accountability Program that focuses on policy change, our Community Engagement & Civic Participation program focuses on leadership training for residents to equip them to effectively communicate with city officials about their needs and prepares them to participate in official decision-making boards and committees. Through this program we also prepare and mobilize volunteer leaders to educate voters about issues of importance to their communities so that they have a say in how public resources are distributed and have their needs better met.

Population(s) Served
Economically disadvantaged people
People of Latin American descent

Where we work

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

We aim to address root causes of poverty and inequality in Orange County. Our goals include the following:
- Securing the protection of public lands for community uses, and encouraging local municipalities to transfer some publicly owned parcels to the stewardship of community land trusts
- Advocating for increased investment in affordable housing and the adoption of policies to protect families and communities of color from displacement, including just cause eviction policies.
- Educate, empower, and mobilize Orange County’s communities to engage civically through advocacy, volunteering, and participating in their local democracy
- Advocating for local political systems that provide fair representation for all communities, including district elections, government transparency, and participatory budgeting.

We pursue this goal through a multi-pronged strategy. We organize, train, and develop grassroots community leaders, and grow the civic engagement of communities of color, working families, and immigrants. We help lawful permanent residents become U.S. citizens, encouraging them to participate in their local democracy. We engage in nonpartisan civic engagement activism, including voter education and Get Out The Vote efforts. We conduct policy research and advocacy, unearthing and identifying root causes of Orange County’s challenges, using data to interpret and explain, and developing policy solutions. We build coalitions of allied organizations, leaders, and constituencies in Orange County to advocate for our shared values.

Our theory of change has three key components: fighting for structural changes that address root causes of inequality, bringing diverse groups together around shared goals, and empowering individuals to become organizers in their communities. This approach allows us to scale our impact beyond what can be accomplished by a single organization, and makes our work sustainable for the future.

Our skilled and experienced staff are our greatest asset. They bring years of experience working in Orange County’s diverse communities, language and cultural capabilities, and personal passion to their work. Our relationships with allies, including fellow nonprofits, faith congregations, and labor unions, helps us expand the scope of our work and build strong coalitions to advocate for our values. We have a long history of success in Anaheim and Santa Ana, and have built relationships of trust and respect with community members over many years. Finally, diverse funding support underpins our work.

We won a campaign for the establishment of district elections for Anaheim’s City Council in 2014, and the adoption and implementation of a fair district map in 2016. In 2017, we led a coalition of organizations that won the establishment of a community land trust (CLT) in Santa Ana, which has suffered from a lack of affordable housing and community space, and severe gentrification-related displacement. We successfully placed a living wage measure on the ballot in Anaheim for the November 2018 election. Together with CAIR-LA, we developed a youth leadership program aimed at building leadership skills and solidarity for Muslim and Latino youth. Our naturalization program has helped nearly 7,000 people complete their applications for U.S. citizenship, and referred more than 1,000 to our legal partners for additional assistance.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

Financials

Orange County Communities Organized for Responsible Development
Fiscal year: Jan 01 - Dec 31

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

24.42

Average of 38.29 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

11.7

Average of 15.7 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

32%

Average of 25% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Orange County Communities Organized for Responsible Development

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Orange County Communities Organized for Responsible Development

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Orange County Communities Organized for Responsible Development

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Orange County Communities Organized for Responsible Development’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $35,691 $6,730 -$107,473 $295,543 -$68,925
As % of expenses 3.4% 0.7% -12.5% 35.6% -6.0%
Unrestricted surplus (deficit) after depreciation $30,414 $978 -$113,172 $289,042 -$75,266
As % of expenses 2.9% 0.1% -13.0% 34.5% -6.5%
Revenue composition info
Total revenue (unrestricted & restricted) $1,090,048 $1,074,092 $165,572 $1,599,269 $1,040,469
Total revenue, % change over prior year -20.3% -1.5% -84.6% 865.9% -34.9%
Program services revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.2% 0.1% 2.4% 0.0% 0.0%
Government grants 0.0% 5.6% 0.0% 0.0% 0.0%
All other grants and contributions 99.5% 92.7% 97.1% 99.2% 100.0%
Other revenue 0.3% 1.6% 0.5% 0.8% 0.0%
Expense composition info
Total expenses before depreciation $1,046,868 $1,002,372 $862,525 $830,173 $1,147,540
Total expenses, % change over prior year 43.7% -4.3% -14.0% -3.8% 38.2%
Personnel 77.2% 78.0% 43.5% 65.9% 83.5%
Professional fees 6.6% 4.5% 7.1% 2.3% 3.7%
Occupancy 3.1% 3.2% 3.7% 6.0% 4.1%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 15.5% 10.2% 0.0%
All other expenses 13.1% 14.3% 30.2% 15.6% 8.6%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $1,052,145 $1,008,124 $868,224 $836,674 $1,153,881
One month of savings $87,239 $83,531 $71,877 $69,181 $95,628
Debt principal payment $0 $0 $0 $0 $0
Fixed asset additions $0 $0 $0 $8,930 $0
Total full costs (estimated) $1,139,384 $1,091,655 $940,101 $914,785 $1,249,509

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 17.8 16.0 15.5 19.9 11.7
Months of cash and investments 17.8 16.0 15.5 19.9 11.7
Months of estimated liquid unrestricted net assets 15.3 16.0 17.1 21.9 15.1
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $1,551,500 $1,334,316 $1,116,145 $1,376,620 $1,115,449
Investments $0 $0 $0 $0 $0
Receivables $410,218 $769,425 $411,738 $751,721 $918,546
Gross land, buildings, equipment (LBE) $35,526 $36,019 $38,262 $43,711 $48,970
Accumulated depreciation (as a % of LBE) 48.1% 57.3% 68.8% 67.2% 72.9%
Liabilities (as a % of assets) 2.0% 2.7% 11.3% 1.0% 2.2%
Unrestricted net assets $1,354,017 $1,354,995 $1,241,823 $1,530,865 $1,455,599
Temporarily restricted net assets $676,672 N/A N/A N/A N/A
Permanently restricted net assets $0 N/A N/A N/A N/A
Total restricted net assets $676,672 $741,663 $152,184 $625,737 $585,028
Total net assets $2,030,689 $2,096,658 $1,394,007 $2,156,602 $2,040,627

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Executive Director

Ely Flores

Number of employees

Source: IRS Form 990

Orange County Communities Organized for Responsible Development

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Orange County Communities Organized for Responsible Development

Board of directors
as of 05/21/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board co-chair

Cesar Covarrubias

Executive Director, Kennedy Commission

Term: 2020 -


Board co-chair

Amanda Byrd

SoCal Grant Makers

Term: 2020 -

Cesar Covarrubias

Kennedy Commission

Amanda Byrd

SoCal Grant Makers

Carolina Sarmiento

University of Wisconsin, Madison

Eric Altman

Eric Altman Consulting Inc.

Alejandra Ponce De Leon

Advancement Project California

Rafael Solorzano

University of Florida

Eduardo Garcia

Latino Community Foundation

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Not applicable
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? No
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? No
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 5/1/2024

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Hispanic/Latino/Latina/Latinx
Gender identity
Male

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 03/17/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.