CEO Leadership Alliance Orange County

Nonprofit profile at a glance

EIN
873516668
IRS 990 coverage
2022–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Laguna Beach, CA, USA
Phone
9492306133
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Improvement, Capacity Building N.E.C.

Official website

Reported finances

Revenue
$2,800,232
Expenses
$2,565,885
Assets
$676,867
Liabilities
$209,536

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • MARK PERCY (CEO & PRESIDENT)

Highest reported compensation

  • MARK PERCY (CEO & PRESIDENT): $311,803 total reported compensation
  • YASMIN PACHNANDA (COO): $286,807 total reported compensation
  • KARLY SIMPSON (CHIEF ADMINISTRATIVE OFFICER): $146,199 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Make OC a top talent hub by bringing public and private sector organizations together to reimagine workforce development.

What it reported doing in 2024

The claoc ai talent lab cultivates an inclusive and future-ready workforce for the ai era. Through strategic partnerships, applied learning programs, and cross-sector collaboration, the lab strengthens orange county's capacity to lead in innovative ai development. Claoc brings together civic and business leaders, ai-focused entrepreneurs, and education organizations to cultivate and recruit the diverse talent needed now and in the future to support a robust ai-infused economy in oc. We partner with industry and education through a monthly ai working group and a quarterly tech leaders group to stay responsive to the region's evolving ai ecosystem. Since beginning the ai talent lab has engaged over 3,700 participants through panels, summits, and ecosystem events: reached 150 high school, community college, and university students through industry-sponsored ai projects and certifications; delivered 100+ micro-internships in collaboration with public and private partners; positioned oc as a thought leader through the state of ai in oc whitepaper and developed oc ai guiding principles.

Operating model

Revenue model
Donor-supported. 80% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 97% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 71
  • Transparency & Controls: 91
  • Accountability: 94
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72.1%; rating input score 72
  • Program expense ratio: 78.7%; rating input score 79
  • Fundraising efficiency: $10.62 raised per $1 spent on fundraising; rating input score 40; 40th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Missing
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 90%; rating input score 90; 21st percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 8.4%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 0.26; rating input score 8; 8th percentile among comparable filings
  • Liabilities to assets ratio: 0.31; rating input score 33; 33rd percentile among comparable filings
  • Officer compensation ratio: 33.7%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: 9.3% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 4.9% per year; rating input score 100; 40th percentile among comparable filings
  • Asset growth: 9.9% per year; rating input score 100; 58th percentile among comparable filings

Details

  • What they do: 8 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 72.1% of revenue deployed · 78.7% of spending went to programs
  • Governance: 9 of 10 board members independent · 9 of 9 filing controls reported
  • Programs: 6 filed program accomplishments · $2M in reported program spending
  • Leadership: top reported pay $312K · 13 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $515K reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 40/100.
  • High — Sustainability: Total-asset coverage ratio scored 8/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 33/100.