Orange County Bar Foundation FY2020 filing

Tax-deductible

Santa Ana, CA501(c)(3)Crime & LegalEIN 23-7068923

This page gets seen. Tell your story. Claim this org.

Keeping at-risk youth out of jail, in school, healthy and drug free through education, counseling, and mentoring.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$164K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $33K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$164K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $24K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.3M
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Independent board members
44
of 44 voting members
Looks good: 44 of 44 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.2M
Spent
$2.0M
To programs
80%
Net assets
$3.0M
By yearFY2020–FY2024
Revenue
$2.2M
FY2020
Revenue by fiscal year
FY2020$2.2M
FY2021$2.1M
FY2022$2.2M
FY2023$2.2M
FY2024$2.5M
Expenses
$2.0M
FY2020
Expenses by fiscal year
FY2020$2.0M
FY2021$2.0M
FY2022$2.1M
FY2023$2.5M
FY2024$2.5M
Net assets
$3.0M
FY2020
Net assets by fiscal year
FY2020$3.0M
FY2021$3.1M
FY2022$3.2M
FY2023$2.9M
FY2024$2.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $1.6M Management & general 7% · $136K Fundraising 13% · $264K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

2 people listed on the 990; $164K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$163,770Pt VII · Sec A
$0Pt VII · Sec A

Manuel Gutierrez’s $108K as Director of Program Strategy is at the 32nd percentile of top reported officer pay among 1147 $1–10M crime & legal nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Karen Ruan—$199,299$163,625$157,366$163,770
Marisol Parand——$120,889$113,525—
Manuel Gutierrez$107,700————
Laura Marcum$107,109————
Martha Madrid$101,753————
Nancy Garcia$100,550————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Orange County Bar Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps at-risk youth stay in school, healthy, and drug-free through education and support.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $1.6M · in their own filed words · FY2020
01

Health Education

Provides health education groups with risk reduction services to latina mothers combined with family counseling to improve family functioning. Also provides comprehensive sexual health education for latina youth via evidence-based program models.

$793Kprogram expense
02

Juvenile Crime Prevention/Substance Abuse Intervention

Shortstop, programa shortstop, are taught by volunteer attorneys and legal professionals to approximately 1,600 youths and their families. Stop short of addiction: an intensive program designed to specifically address the needs of first-time juvenile offenders arrested for criminal offenses as well as those having drug abuse problems.

$441Kprogram expense
03

Academic and Career Development

Targets latina high school juniors and seniors from the city of santa ana who are interested in entering college but need assistance due to academics, cultural and gender barriers and limited financial resources.

$327Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.2M
Ln 12
Gifts and grantsLn 1h$2.0M
Other incomeLn 4–11$241K
Fees for servicesLn 2g$3K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.6M
Managementcol C$136K
Fundraisingcol D$264K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$4.2M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
2
listed · VII A
PaidVII A1
Voting boardVI 1a44
IndependentVI 1b44
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.0M
Government grantsLn 1e$805K
Fees for servicesLn 2g$3K
Investment incomeLn 3$940
Other incomeLn 4–11$241K
Total revenueLn 12$2.2M
Assets in detailPt X, end of year
CashLn 1$1.4M
Cash and savings togetherLn 1–2$1.4M
Land, buildings, equipmentLn 10c$2.0M
Other assetsLn 15$532K
Total assetsLn 16$4.2M
LiabilitiesLn 26$1.3M
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 526
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.2M$1.4M
Land, buildings, equipmentLn 10c$2.1M$2.0M
Total assetsLn 16$4.1M$4.2M
LiabilitiesLn 26$1.4M$1.3M
Net assetsLn 32$2.7M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$189K$91K$87K$11K
Other salaries and wagesLn 7$906K$698K$46K$162K
Pension plan contributionsLn 8$41K$31K$3K$7K
Other employee benefitsLn 9$94K$72K$7K$16K
Payroll taxesLn 10$82K$63K$6K$14K
Accounting feesLn 11c$22K$20K$900$1K
Other fees for servicesLn 11g$75K$74K$856
Office expensesLn 13$11K$10K−$191$1K
Information technologyLn 14$80K$67K$5K$8K
OccupancyLn 16$54K$47K$4K$3K
TravelLn 17$13K$9K$4K$642
InterestLn 20$48K$43K$2K$2K
Depreciation, depletion and amortizationLn 22$66K$48K$5K$13K
InsuranceLn 23$10K$8K$1K$807
Other expenses (24a–d)Ln 24$205K$196K$2K$7K
All other expensesLn 24e$66K$85K−$35K$15K
Total functional expensesLn 25$2.0M$1.6M$136K$264K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.5M$2.5M−$48K$2.9M 990 PDF
FY2023 $2.2M$2.5M−$273K$2.9M 990 PDF
FY2022 $2.2M$2.1M$48K$3.2M 990 PDF
FY2021 $2.1M$2.0M$183K$3.1M 990 PDF
FY2020 Viewing $2.2M$2.0M$253K$3.0M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $2,213,719 across 7 lines filed
VIII-1e Government grants$804,945
VIII-1f All other contributions, gifts and grants$1,163,543
VIII-1h Total contributions, gifts and grants$1,968,488
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,365$3,365
VIII-3 Investment incomeRelated to mission $940$940
VIII-8 Net income from fundraising eventsExcluded from tax $240,926$240,926
VIII-12 Total revenueRelated to mission $4,305 · Unrelated business $0 · Excluded from tax $240,926$2,213,719
Part IX · Statement of functional expenses $1,961,210 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $90,562 · Management $86,788 · Fundraising $11,320$188,670
IX-7 Other salaries and wagesPrograms $698,215 · Management $45,624 · Fundraising $162,193$906,032
IX-8 Pension plan contributionsPrograms $30,867 · Management $2,843 · Fundraising $6,904$40,614
IX-9 Other employee benefitsPrograms $71,814 · Management $6,614 · Fundraising $16,064$94,492
IX-10 Payroll taxesPrograms $62,565 · Management $5,763 · Fundraising $13,995$82,323
IX-11c Accounting feesPrograms $20,250 · Management $900 · Fundraising $1,350$22,500
IX-11g Other fees for servicesPrograms $74,441 · Management $856$75,297
IX-13 Office expensesPrograms $9,748 · Management −$191 · Fundraising $1,340$10,897
IX-14 Information technologyPrograms $66,587 · Management $4,694 · Fundraising $8,378$79,659
IX-16 OccupancyPrograms $46,672 · Management $4,032 · Fundraising $3,159$53,863
IX-17 TravelPrograms $8,920 · Management $3,513 · Fundraising $642$13,075
IX-20 InterestPrograms $43,223 · Management $1,957 · Fundraising $2,446$47,626
IX-22 Depreciation, depletion and amortizationPrograms $48,016 · Management $4,604 · Fundraising $13,155$65,775
IX-23 InsurancePrograms $8,093 · Management $1,151 · Fundraising $807$10,051
IX-24 Other expenses (24a–d)Programs $196,388 · Management $1,655 · Fundraising $6,722$204,765
IX-24e All other expensesPrograms $84,974 · Management −$34,642 · Fundraising $15,239$65,571
IX-25 Total functional expensesPrograms $1,561,335 · Management $136,161 · Fundraising $263,714$1,961,210
Part X · Balance sheet $4,220,209 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,222,715$1,401,046
X-3 Pledges and grants receivableStart of year $132,073$125,795
X-4 Accounts receivable$85,894
X-8 Inventories for sale or useStart of year $23,569$23,356
X-9 Prepaid expenses and deferred chargesStart of year $9,506$17,186
X-10c Land, buildings and equipment, netStart of year $2,076,626$2,034,645
X-15 Other assetsStart of year $650,551$532,287
X-16 Total assetsStart of year $4,115,040$4,220,209
X-17 Accounts payable and accrued expensesStart of year $80,568$117,379
X-19 Deferred revenueStart of year $99,365$119,955
X-26 Total liabilitiesStart of year $1,403,694$1,256,354
X-27 Net assets without donor restrictionsStart of year $2,107,456$2,359,965
X-28 Net assets with donor restrictionsStart of year $603,890$603,890
X-32 Total net assets or fund balancesStart of year $2,711,346$2,963,855
X-33 Total liabilities and net assetsStart of year $4,115,040$4,220,209
Part XI · Reconciliation of net assets $2,963,855 net assets at year end
XI-1 Total revenue$2,213,719
XI-2 Total expenses$1,961,210
XI-3 Revenue less expenses$252,509
XI-4 Net assets at start of year$2,711,346
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,963,855

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.