Mind Oc FY2021 filing

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Mind Oc is the nonprofit behind the be well Oc coalition that will lead the nation in optimal mental healthcare for all residents of orange county, ca.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$991K 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

FY2021 · 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
4 of 5
filings with a surplus
Average surplus $27.2M a year · 59% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$991K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
14 mo
of spending, in cash
Looks good: 13.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $33K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16.1M
+418% vs prior year
Spent
$9.6M
To programs
90%
Net assets
$51.6M
By yearFY2020–FY2024
Revenue
$16.1M
FY2021▲ +418%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.1M
FY2021$16.1M
FY2022$32.7M
FY2023$127.9M
FY2024$50.4M
Expenses
$9.6M
FY2021▲ +138%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.0M
FY2021$9.6M
FY2022$14.3M
FY2023$32.3M
FY2024$34.0M
Net assets
$51.6M
FY2021▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$45.1M
FY2021$51.6M
FY2022$69.9M
FY2023$166.2M
FY2024$182.3M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Sep 2018.

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

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $8.6M Management & general 7% · $629K Fundraising 4% · $352K

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

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Who runs it and what they're paid

11 people listed on the 990; $991K paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer
$336,127Pt VII · Sec A
Director of Operations
$195,363Pt VII · Sec A
Director of Finance, Consu
$170,614Pt VII · Sec A
Director of Network Dev't
$154,384Pt VII · Sec A
$134,888Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer/Secretary
$0Pt VII · Sec A

Phillip Franks’s $412K as CEO is at the 91st percentile of top reported officer pay among 3122 $10–100M human services 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Marshall Moncrief$263,442$496,616$335,288$336,127$349,815
Phillip Franks$411,989$150,021———
Victor Jordan$380,411$331,435———
Desiree Thomas$323,732————
Stacy Skwarlo——$216,966$134,888—
Lauren Brand—$215,761$205,846$195,363$171,320
Jessica Foatterm End 824$204,603————
Rebecca Chi—$197,623———

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 Mind Oc executive salaries →

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

Improves mental healthcare access and well-being for all Orange County residents.

Questions for Mind Oc

Tap to ask. Mind Oc sees how many people are interested.

Your first name shows with your question. Mind Oc answers here, for everyone.

3 programs · $6.3M · in their own filed words · FY2021
01

Be well oc PROGRAM1. Be well oc brings together a community of action by leveraging collective power to transform mental health service and delivery into a world-class system of care. Our success starts with acceptance that the mental health sector alone cannot solve all of the challenges of this complex and pervasive health challenge.

$4.0Mprogram expense
02

Mental health services is for individuals, primarily from the uninsured and underinsured population, and include crisis stabilization, transitional residential support, and withdrawal management. The services also provide for mobile crisis response teams serving orange county and support services.

$2.1Mprogram expense
03

Youth opioid use prevention services is for individuals, primarily from the uninsured and underinsured population, and who follow into the age range of 12 to 24 years old who are at risk of opioid use disorder (oud) or at risk of an opioid overdose.

$268Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
OneocFY2024$10K
Total grants receivedfrom 2 funders$33K
Grants paid · 58 grants · $3.6M · 2020–2024
See all 58 grants →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2025 · $12.4M federal money spent
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through County of Orange$9.7M
Congressional DirectivesDepartment of Health and Human Services · ALN 93.493 · Through Orange County Health Care Agency and 1 more$2.4M
Community Development Block Grants/Entitlement GrantsDepartment of Housing and Urban Development · ALN 14.218 · Through City of Westminster$256K

The auditor reported no findings.

Year ending Dec 2024 · $7.9M federal money spent
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through County of Orange$3.5M
Community Development Block Grants/Entitlement GrantsDepartment of Housing and Urban Development · ALN 14.218 · Through City of Laguna Beach and 2 more$2.0M
Congressional DirectivesDepartment of Health and Human Services · ALN 93.493 · Through Orange County Health Care Agency and 1 more$2.0M
Opioid StrDepartment of Health and Human Services · ALN 93.788 · Through California Institute of Behavioral Health Solutions$373K

The auditor reported: a material weakness in money controls.

Year ending Dec 2023 · $9.1M federal money spent
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through County of Orange$6.8M
Community Development Block Grants/Entitlement GrantsDepartment of Housing and Urban Development · ALN 14.218 · Through City of Anaheim and 3 more$1.5M
Congressional DirectivesDepartment of Health and Human Services · ALN 93.493 · Through City of Huntington Beach and 1 more$412K
Opioid StrDepartment of Health and Human Services · ALN 93.788 · Through California Institute for Behavioral Health Solutions$290K

The auditor reported no findings.

Year ending Dec 2022 · $1.9M federal money spent
Community Development Block Grants/Entitlement GrantsDepartment of Housing and Urban Development · ALN 14.218 · Through City of Anaheim and 2 more$1.5M
Opioid StrDepartment of Health and Human Services · ALN 93.788 · Through California Institute for Behavioral Health Solutions$231K
Congressional DirectivesDepartment of Health and Human Services · ALN 93.U93 · Through City of Huntington Beach$101K
Section 223 Demonstration Programs to Improve Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.829 · Through Kcs Health Center$5K

The auditor reported no findings.

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$16.1M
Ln 12
Gifts and grantsLn 1h$16.1M
Investment incomeLn 3$14K
Money outPt IX
$9.6M
Ln 25
Programscol B$8.6M
Managementcol C$629K
Fundraisingcol D$352K
Owns and owesPt X
$51.6M
net assets · Ln 32
Cash and savingsLn 1–2$11.0M
Total assetsLn 16$53.3M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
11
listed · VII A
PaidVII A5
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$16.1M
Government grantsLn 1e$10.2M
Noncash giftsLn 1g$23K
Investment incomeLn 3$14K
Total revenueLn 12$16.1M
Assets in detailPt X, end of year
CashLn 1$2.3M
SavingsLn 2$8.7M
Cash and savings togetherLn 1–2$11.0M
Land, buildings, equipmentLn 10c$38.2M
Other assetsLn 15$11K
Total assetsLn 16$53.3M
LiabilitiesLn 26$1.7M
Net assetsLn 32$51.6M
OperationsPt I, VI
EmployeesI 536
VolunteersI 625
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 FY21End FY21
Cash and savingsLn 1–2$12.3M$11.0M
Land, buildings, equipmentLn 10c$35.2M$38.2M
Total assetsLn 16$49.2M$53.3M
LiabilitiesLn 26$4.1M$1.7M
Net assetsLn 32$45.1M$51.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.1M$1.1M
Pay of current officers, directors and key staffLn 5$525K$348K$177K
Other salaries and wagesLn 7$1.2M$1.1M$10K$135K
Other employee benefitsLn 9$112K$100K$11K$1K
Payroll taxesLn 10$133K$113K$10K$10K
Legal feesLn 11b$7K$7K
Accounting feesLn 11c$56K$56K
Other fees for servicesLn 11g$2.4M$2.3M$51K$50K
Office expensesLn 13$219K$164K$49K$5K
OccupancyLn 16$1.6M$1.6M$25K$175
Depreciation, depletion and amortizationLn 22$1.2M$1.2M$10K
InsuranceLn 23$150K$140K$9K$747
Other expenses (24a–d)Ln 24$936K$574K$213K$148K
Total functional expensesLn 25$9.6M$8.6M$629K$352K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 10, 2025 $50.4M$34.0M$16.4M$182.3M 990 PDF
FY2023Filed with the IRS Oct 10, 2024 $127.9M$32.3M$95.6M$166.2M 990 PDF
FY2022Filed with the IRS Nov 13, 2023 $32.7M$14.3M$18.3M$69.9M 990 PDF
FY2021 ViewingFiled with the IRS Oct 20, 2022 $16.1M$9.6M$6.5M$51.6M 990 PDF
FY2020Filed with the IRS Nov 9, 2021 $3.1M$4.0M−$935K$45.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $16,090,055 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,046,311$16,076,350
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $60,581$13,705
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $3,106,892$16,090,055
I-13 Grants and similar amounts paidPrior year $395,494$1,055,872
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,228,785$1,996,826
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,417,164$6,556,388
I-18 Total expensesPrior year $4,041,443$9,609,086
I-19 Revenue less expensesPrior year −$934,551$6,480,969
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $16,090,055 across 6 lines filed
VIII-1e Government grants$10,248,497
VIII-1f All other contributions, gifts and grants$5,827,853
VIII-1g Noncash contributions (included above)$23,206
VIII-1h Total contributions, gifts and grants$16,076,350
VIII-3 Investment incomeExcluded from tax $13,705$13,705
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $13,705$16,090,055
Part IX · Statement of functional expenses $9,609,086 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $1,055,872$1,055,872
IX-5 Pay of current officers, directors and key staffPrograms $347,669 · Management $177,054$524,723
IX-7 Other salaries and wagesPrograms $1,082,212 · Management $9,687 · Fundraising $135,150$1,227,049
IX-9 Other employee benefitsPrograms $99,641 · Management $10,951 · Fundraising $1,101$111,693
IX-10 Payroll taxesPrograms $112,798 · Management $10,468 · Fundraising $10,095$133,361
IX-11b Legal feesManagement $7,350$7,350
IX-11c Accounting feesManagement $56,370$56,370
IX-11g Other fees for servicesPrograms $2,252,169 · Management $50,896 · Fundraising $50,400$2,353,465
IX-13 Office expensesPrograms $164,324 · Management $49,154 · Fundraising $5,376$218,854
IX-16 OccupancyPrograms $1,607,089 · Management $25,108 · Fundraising $175$1,632,372
IX-22 Depreciation, depletion and amortizationPrograms $1,193,295 · Management $9,538$1,202,833
IX-23 InsurancePrograms $139,577 · Management $9,243 · Fundraising $747$149,567
IX-24 Other expenses (24a–d)Programs $573,799 · Management $213,279 · Fundraising $148,499$935,577
IX-25 Total functional expensesPrograms $8,628,445 · Management $629,098 · Fundraising $351,543$9,609,086
Part X · Balance sheet $53,343,760 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $2,215,997$2,306,738
X-2 Savings and temporary cash investmentsStart of year $10,050,241$8,677,193
X-3 Pledges and grants receivable$293,899
X-4 Accounts receivableStart of year $1,671,524$3,649,687
X-9 Prepaid expenses and deferred chargesStart of year $97,141$249,365
X-10c Land, buildings and equipment, netStart of year $35,164,862$38,156,362
X-15 Other assetsStart of year $28,151$10,516
X-16 Total assetsStart of year $49,227,916$53,343,760
X-17 Accounts payable and accrued expensesStart of year $1,394,830$1,234,539
X-19 Deferred revenueStart of year $6,481$0
X-25 Other liabilitiesStart of year $2,707,022$508,669
X-26 Total liabilitiesStart of year $4,108,333$1,743,208
X-27 Net assets without donor restrictionsStart of year −$558,739$38,385,607
X-28 Net assets with donor restrictionsStart of year $45,678,322$13,214,945
X-32 Total net assets or fund balancesStart of year $45,119,583$51,600,552
X-33 Total liabilities and net assetsStart of year $49,227,916$53,343,760
Part XI · Reconciliation of net assets $51,600,552 net assets at year end
XI-1 Total revenue$16,090,055
XI-2 Total expenses$9,609,086
XI-3 Revenue less expenses$6,480,969
XI-4 Net assets at start of year$45,119,583
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$51,600,552

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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