Orange County Association for Mental Health

Nonprofit profile at a glance

EIN
952036972
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
Santa Ana, CA, USA
Phone
7145477559
Rating
87
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$8,372,146
Expenses
$8,407,372
Assets
$3,923,382
Liabilities
$2,869,266

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

Leadership & pay

15 people listed

Executive titles in this filing

  • ALYSHA LOUMAKIS-CALDERON (PRESIDENT)
  • ANDREW NGUYEN (IMMEDIATE PAST PRESIDENT)
  • JEFFREY A THRASH (CEO)

Highest reported compensation

  • JEFFREY A THRASH (CEO): $193,516 total reported compensation
  • TRISHA MCDANIEL (CFO): $155,240 total reported compensation
  • PARISA MEHRINFAR (REGIONAL CLINICAL DIRECTOR): $125,065 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 organization is dedicated to improving quality of life for orange county residents impacted by mental illness through direct services, advocacy, education and information dissemination programs. Programs follow psychosocial, rehabilitation, wellness, and recovery models which build upon client strengths and encourages client choices.

What it reported doing in 2024

Wellness center: the wellness center provides a safe and nurturing environment for each individual to achieve his/her vision of recovery from mental illness while promoting acceptance, dignity, and social inclusion. The programs provide peer-to-peer support and community integration, offering an array of groups and resources to increase the wellness of the community of orange county. Activities include art, cooking, gardening, and life skills classes. Services offered include housing, employment, and peer monitoring. There were 738 individuals served.

Operating model

Revenue model
Grant-funded. 96% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 99% 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. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 83
  • Accountability: 100
  • Sustainability: 26
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.3%; rating input score 89
  • Program expense ratio: 89%; rating input score 89
  • Fundraising efficiency: $128.61 raised per $1 spent on fundraising; rating input score 89; 89th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • 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: 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: -0.4%; rating input score 31; 31st percentile among comparable filings
  • Total-asset coverage ratio: 0.47; rating input score 16; 16th percentile among comparable filings
  • Liabilities to assets ratio: 0.73; rating input score 12; 12th percentile among comparable filings
  • Officer compensation ratio: 7.1%; rating input score 41; 41st percentile among comparable filings

Growth

  • Program expense growth: 3.1% per year; rating input score 100; 28th percentile among comparable filings
  • Revenue growth: 1.4% per year; rating input score 100; 17th percentile among comparable filings
  • Asset growth: 8.6% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 89.3% of revenue deployed · 89% of spending went to programs
  • Governance: 11 of 11 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $7.5M in reported program spending
  • Leadership: top reported pay $194K · 15 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $179K reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • 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 — Sustainability: Operating margin scored 31/100.
  • High — Sustainability: Total-asset coverage ratio scored 16/100.
  • High — Sustainability: Liabilities to assets ratio scored 12/100.
  • Moderate — Sustainability: Officer compensation ratio scored 41/100.