Orange County Communities Organized for Responsible Development

What it reported doing in 2024

Orange County Communities Organized for Responsible Development (OCCORD) is a community-based organization that builds leadership and collective power among working-class immigrant communities in Orange County. Through community organizing, leadership development, and policy research, OCCORD advances equitable systems change toward an inclusive economy, community-driven education, and a responsive democracy. Our programs capacitate residents and workers to engage in local decision-making, advocate for fair and affordable housing, and participate fully in civic life.OCCORD's Anaheim and Santa Ana programs develop leadership and build organizational structures to engage residents and stakeholders in nonpartisan political reform, affordable/fair housing initiatives, and economic development decisions that affect their lives. Through strategic, coalitional outreach, we train local and regional groups to work collaboratively. Through targeted neighborhood-based outreach, we train new leaders and build sustainable organizational infrastructure in low-income communities of color.In 2024, OCCORD continued to strengthen community leadership and civic participation across Anaheim and Santa Ana. Through our Neighborhood Unions, we deepened our advocacy for housing and economic justice, advancing inclusive policy efforts in collaboration with local and regional partners. OCCORD provided leadership development training and community education workshops that helped residents better understand their rights, organize around shared priorities, and take collective action to improve their neighborhoods.OCCORD's Citizenship Program provides naturalization assistance, civics classes, training, and leadership development, enabling immigrant workers and residents to become full participants in the democratic process. We work with local and regional organizations to provide these services to their members and constituents. In 2024, OCCORD continued its 1-on-1 client services to help individuals navigate the naturalization process and hosted its Citizenship Mega Fair. All of OCCORD's citizenship services were provided free of charge to participants. Additionally, OCCORD continued to offer citizenship preparation classes both virtually and in person. OCCORD completed more than 214 N400 applications.During the 2024 Elections, OCCORD continued to meet the moment through nonpartisan Get Out the Vote efforts. OCCORD focused on nonpartisan educational candidate forums, canvassing, and phone banking to ensure the civic participation of our community members. Through our outreach efforts, we successfully knocked on over 2,833 doors, called over 15,283 individuals, and texted over 36,942 community members.Across all programs, OCCORD remained committed to developing community leadership, advancing equity, and building the collective power needed to shape a more just and inclusive Orange County.

Financial Efficiency

• Mission deployment rate: 96.6%; rating input score 97
• Program expense ratio: 73.9%; rating input score 74
• Fundraising efficiency: $12.41 raised per $1 spent on fundraising; rating input score 45; 45th percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: Limited
• 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: 8 of 8 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: NotApplicable
  • 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: -30.8%; rating input score 6; 6th percentile among comparable filings
• Total-asset coverage ratio: 1.18; rating input score 48; 48th percentile among comparable filings
• Liabilities to assets ratio: 0.12; rating input score 39; 39th percentile among comparable filings
• Officer compensation ratio: 19.6%; rating input score 15; 15th percentile among comparable filings

Growth

• Program expense growth: 5.8% per year; rating input score 100; 46th percentile among comparable filings
• Revenue growth: 1.1% per year; rating input score 100; 20th percentile among comparable filings
• Asset growth: 6.2% per year; rating input score 100; 44th percentile among comparable filings