Moms Orange County

Nonprofit profile at a glance

EIN
330518078
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Santa Ana, CA, USA
Phone
7149722610
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$2,869,452
Expenses
$4,233,115
Assets
$7,821,380
Liabilities
$398,347

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

Leadership & pay

19 people listed

Executive titles in this filing

  • JEAN MILLAR (VICE PRESIDENT)
  • ALLYSON BROOKS (PRESIDENT)
  • DAVE LUGO (CHIEF EXECUTIVE OFFICER)
  • LUCY R VAN OTTERLOO (EXECUTIVE DIRECTOR, CPN)

Highest reported compensation

  • DAVE LUGO (CHIEF EXECUTIVE OFFICER): $219,100 total reported compensation
  • KEVIN D VAN OTTERLOO (ADMINISTRATIVE DIRECTOR, C): $130,000 total reported compensation
  • ANDREA DUNN (CHIEF DEVELOPMENT OFFICER): $125,290 total reported compensation

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

Overview

Mission

The mission of moms orange county is to help mothers and their families have healthy babies by providing health coordination, education, and access to community services.

What it reported doing in 2024

The largest programs for moms continue to be the home visitation and health education programs. For fye 2025, the home visitation program again showed tremendous growth resulting in over 11,500 visits. Included in this number are supplemental services related to in-home or in-person visits included light touch mental health services with an lpcc, the thriving relationships program aimed towards those recent survivors or those currently experiencing domestic violence, specialized mental health support, as well as breast feeding consults and specialized visits.for health education, while the volume of clients dropped due to circumstances such as immigration concerns, the amount of classes stayed relatively the same as the prior year. These classes included the traditional mommy & me offerings as well as mujer sana, abriendo puertas, prenatal series, fathers classes and breastfeeding support.while overall agency program expenses equaled 82.5%, home visitation accounted for 92% of that number with health education coming in at 8%.

Operating model

Revenue model
Grant-funded. 61% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 84
  • Accountability: 100
  • Sustainability: 28
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 81.1%; rating input score 81
  • Fundraising efficiency: $10.41 raised per $1 spent on fundraising; rating input score 39; 39th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Missing
    • Independent consultant: Missing
    • 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: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd 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: -47.5%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 1.85; rating input score 59; 59th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 70; 70th percentile among comparable filings
  • Officer compensation ratio: 19.5%; rating input score 13; 13th percentile among comparable filings

Growth

  • Program expense growth: -1.3% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: -5.2% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: 4.5% per year; rating input score 100; 32nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 81.1% of spending went to programs
  • Governance: 11 of 11 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $3.4M in reported program spending
  • Leadership: top reported pay $219K · 19 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 37 of 37 current checks pass
  • Schedules: 8 filed schedules · includes major donors and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 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 39/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 59/100.
  • High — Sustainability: Officer compensation ratio scored 13/100.