2024-07-25T08:00:32-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 237250499 ORGANIZATION OF CHINESE AMERICANS INC ORGA 2022235500 900 19TH STREET NW 6TH FL WASHINGTON DC 20006 LINDA NG PRESIDENT 2022235500 2024-07-25 1 LINDA NG 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z LINDA NG 900 19TH STREET NW 6TH FL WASHINGTON DC 20006 4185893 0 X WWW.OCANATIONAL.ORG X 1973 DC TO ADVANCE THE SOCIAL, POLITICAL AND ECONOMIC WELL-BEING OF ASIAN-PACIFIC AMERICANS IN THE U.S. 50 50 11 53 0 0 2545731 1557372 83878 161206 12047 37557 59658 2429758 2701314 4185893 113858 160170 0 0 617837 688189 0 0 70839 932076 1256558 1663771 2104917 1037543 2080976 3965766 5064979 1188897 201915 2776869 4863064 X ORGANIZATION OF CHINESE AMERICANS, INC. (OCA-ASIAN PACIFIC AMERICAN ADVOCATES) IS A NATIONAL ORGANIZATION OF COMMUNITY ADVOCATES DEDICATED TO ADVANCING THE SOCIAL, POLITICAL, AND ECONOMIC WELL-BEING OF ASIAN-PACIFIC AMERICANS. TO FULFILL ITS MISSION, OCA HAS ESTABLISHED THE FOLLOWING GOALS: ADVOCATE FOR SOCIAL JUSTICE, EQUAL OPPORTUNITY AND FAIR TREATMENT; PROMOTE CIVIC PARTICIPATION, EDUCATION, AND LEADERSHIP; ADVANCE COALITIONS AND COMMUNITY BUILDING; AND TO FOSTER CULTURAL HERITAGE.OCA AIMS TO EMBRACE THE HOPES AND ASPIRATIONS OF ASIAN-PACIFIC AMERICANS IN THE U.S. OCA IS ENGAGED IN ORGANIZING ITS OVER 80 CHAPTERS AND COLLEGE AFFILIATES ACROSS THE NATION TO DEVELOP BOTH LEADERSHIP AND COMMUNITY INVOLVEMENT. OCA CHAPTERS AND COLLEGE AFFILIATES ARE ESTABLISHING STRONG LOCAL PROGRAMS IN ALL PARTS OF THE COUNTRY. OCA'S HEADQUARTERS IN WASHINGTON, DC GIVES THE NATIONAL CENTER AN EFFECTIVE VANTAGE POINT FOR MONITORING LEGISLATION AND POLICY ISSUES AFFECTING ASIAN-PACIFIC AMERICANS. 0 0 943865 161206 NATIONAL CONVENTION: THE ANNUAL OCA CONVENTION IS ONE OF THE PREEMINENT ANNUAL EVENTS FOR THE ASIAN-PACIFIC AMERICAN COMMUNITY, DRAWING HUNDREDS OF PEOPLE FROM AROUND THE COUNTRY FOR EDUCATIONAL, CULTURAL, AND NETWORKING EVENTS. THE EVENT INCLUDES WORKSHOPS AND SENIOR CITIZENS, COLLEGE AND YOUTH LEADERSHIP TRAINING, A JOB FAIR, AN EXHIBIT AREA, A COMMUNITY HEALTH FAIR, MEAL EVENTS WITH KEYNOTE SPEAKERS, AND AN AWARDS BANQUET. DURING THE BANQUET, ASIAN PACIFIC LEADERS IN A NUMBER OF FIELDS ARE HONORED. OCA ALSO RECOGNIZES THE ACHIEVEMENTS OF ITS OWN MEMBERS WITH THE CHAPTER OF THE YEAR AWARD, AND THE UNSUNG HEROES AWARDS. OCA'S NATIONAL BOARD AND BUSINESS ADVISORY COUNCIL ALSO MEETS DURING THE CONVENTION. 186577 122170 INTERNSHIP PROGRAM - EVERY YEAR, OCA'S INTERNSHIP PROGRAM BRINGS ASIAN-PACIFIC AMERICAN COLLEGE STUDENTS TO WASHINGTON, DC TO GAIN EXPERIENCE IN PUBLIC POLICY BY PLACING INTERNS IN CONGRESSIONAL OFFICES, FEDERAL AGENCIES, NON-PROFIT ORGANIZATIONS AND AT THE OCA NATIONAL CENTER. STUDENTS HAVE THE OPPORTUNITY TO LEARN FIRSTHAND ABOUT NATIONAL ISSUES AND POLICIES THAT AFFECT ASIAN-PACIFIC AMERICANS. 44453 ANTI-HATE PROGRAM: THE ANTI-HATE PROGRAM AT OCA CONSISTS OF EDUCATION AND ADVOCACY WORK AROUND RACIAL PROFILING AND DISCRIMINATION, BIAS EDUCATION AND TRAININGS, AND SOLIDARITY BUILDING. THIS WORK IS DONE THROUGH WORKSHOPS, PANEL DISCUSSIONS, COMMUNITY FESTIVALS AND CELEBRATIONS, AND OTHER EVENTS THAT BRING TOGETHER DIFFERENT COMMUNITIES TO BUILD UNDERSTANDING AND ALLYSHIP. 668155 38000 OTHER PROGRAMS, INCLUDING:- ACP PROJECT- APA Y ADVOCATE- APIA U LEADSHIP TRAINING- CAA EVENT- JACL LEADERSHIP SUMMIT- K-12 AAPI CURRICULUM PROJECT- MENTORING ASIAN AMERICAN PROFESSIONALS PROGRAM- POLICY AND ADVOCATES- SCHOLARSHIPS- OTHERS- TECH PROGRAM 668155 38000 1843050 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 59 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 50 50 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AR CA FL GA IL KY MD MA MI MN NJ NY PA UT VA WI X X KELLY TIAN 2022235508 900 19TH ST NW 6TH FLOOR WASHINGTON DC 20036 LINDA NG PRESIDENT 15.00 X X 0 0 0 SHARON WONG IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 DEBBIE CHEN EXECUTIVE VICE PRESIDENT 10.00 X X 0 0 0 THONG TARM SECRETARY 10.00 X X 0 0 0 JESS LI TREASURER 10.00 X X 0 0 0 ROLAND HWANG VP OF PUBLIC AFFAIRS 10.00 X X 0 0 0 ERIC LIN VP OF FINANCE 10.00 X X 0 0 0 EMILIO MANUAL CAMU VP OF EDUC./CULTURE 10.00 X X 0 0 0 LOLA AKERIPA VP OF MEMBERSHIP 10.00 X X 0 0 0 JUNE JEE VP OF CHAPTER DEVELOPMENT 10.00 X X 0 0 0 CECILIA PHAM VP OF COMMUNICATIONS 10.00 X X 0 0 0 DAVID FUNG VP OF ECONOMIC DEVELOPMENT 10.00 X X 0 0 0 ASTRIA WONG CHAPTER PRESIDENT 5.00 X 0 0 0 LESLIE MOE KAISER CHAPTER PRESIDENT 5.00 X 0 0 0 DENNIS YEE CHAPTER PRESIDENT 5.00 X 0 0 0 LISA VU CHAPTER PRESIDENT 5.00 X 0 0 0 JONATHAN FONG CHAPTER PRESIDENT 5.00 X 0 0 0 JHEMON LEE CHAPTER PRESIDENT 5.00 X 0 0 0 ED LEW CHAPTER PRESIDENT 5.00 X 0 0 0 GILBERT WONG CHAPTER PRESIDENT 5.00 X 0 0 0 AIMEE YAN CHAPTER PRESIDENT 5.00 X 0 0 0 BROCADE WU CHAPTER PRESIDENT 5.00 X 0 0 0 JINKY DOLAR CHAPTER PRESIDENT 5.00 X 0 0 0 MARGARET CHOI CHAPTER PRESIDENT 5.00 X 0 0 0 MIRIAM YEUNG CHAPTER PRESIDENT 5.00 X 0 0 0 CHRISTINE LEE CHAPTER PRESIDENT 5.00 X 0 0 0 ADRIENNE POON CHAPTER PRESIDENT 5.00 X 0 0 0 WINNIE TANG CHAPTER PRESIDENT 5.00 X 0 0 0 LOUIS TSENG CHAPTER PRESIDENT 5.00 X 0 0 0 MABEL MENARD CHAPTER PRESIDENT 5.00 X 0 0 0 DENISE CHAN CHAPTER PRESIDENT 5.00 X 0 0 0 ELINOR HO CHAPTER PRESIDENT 5.00 X 0 0 0 YVONNE FOO CHAPTER PRESIDENT 5.00 X 0 0 0 HENRY LEE CHAPTER PRESIDENT 5.00 X 0 0 0 BRIAN KIEATIWONG CHAPTER PRESIDENT 5.00 X 0 0 0 JIN LI CHAPTER PRESIDENT 5.00 X 0 0 0 BRIANNA CEA CHAPTER PRESIDENT 5.00 X 0 0 0 TOMMY LI CHAPTER PRESIDENT 5.00 X 0 0 0 LISA WONG CHAPTER PRESIDENT 5.00 X 0 0 0 LINH TA CHAPTER PRESIDENT 5.00 X 0 0 0 LIEN VU CHAPTER PRESIDENT 5.00 X 0 0 0 MARIAN LIEN CHAPTER PRESIDENT 5.00 X 0 0 0 JAN XIE CHAPTER PRESIDENT 5.00 X 0 0 0 HC CHANG CHAPTER PRESIDENT 5.00 X 0 0 0 LITA SAGATO CHAPTER PRESIDENT 5.00 X 0 0 0 YUZHONG SHEN CHAPTER PRESIDENT 5.00 X 0 0 0 JINXING YU CHAPTER PRESIDENT 5.00 X 0 0 0 JACK HOM CHAPTER PRESIDENT 5.00 X 0 0 0 CONNIE SO CHAPTER PRESIDENT 5.00 X 0 0 0 BETTY CHAN CHAPTER PRESIDENT 5.00 X 0 0 0 THU NGUYEN EXECUTIVE DIRECTOR 40.00 X 104176 0 11740 104176 0 11740 1 0 0 0 0 1557372 1557372 CONVENTIONS/MEETINGS 900099 132366 132366 MEMBERSHIP DUES 900099 28840 28840 161206 37557 37557 251 251 LITIGATION SETTLEMENT INCOME 900099 2345525 2345525 OTHER REVENUE 900099 83982 83982 2429507 4185893 161206 0 2467315 X 160170 160170 115916 100847 10432 4637 484842 368546 72443 43853 5731 4213 934 584 34569 26142 5238 3189 47131 36742 6547 3842 43155 27931 15224 212531 200635 11896 3509 3466 43 86692 63196 10057 13439 8160 7703 457 51694 35973 15721 213882 196037 16932 913 621181 601042 19760 379 1031 608 423 2589 1527 1062 DUES, LIC. & PERMITS 9094 5401 3693 PAYROLL SERVICE FEES 2267 2140 127 MISCELLANEOUS 773 731 39 3 2104917 1843050 191028 70839 1140010 289197 1099397 4335611 64965 386131 10000 480 31278 28367 3942 2911 26765 44124 1620687 6525 3965766 5064979 156957 201915 1031940 0 1188897 201915 X 558477 3030204 2218392 1832860 2776869 4863064 3965766 5064979 2080976 5219 0 X 0 1 X 1 0 X 1267883 1473052 2199052 2545731 1557372 9043090 1267883 1473052 2199052 2545731 1557372 9043090 3908125 5134965 2923 1693 2585 16626 37808 61635 6456 11094 4923 55079 83982 161534 9266259 428904 0.55420 0.53410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 273385 1917 275302 269286 4099 273385 269286 1132 1132 269286 269286 682 682 269286 269286 1928 1928 269286 0.00000 0.97810 0.02190 0 0 31278 28367 2911 2911 6807987 5219 2616875 2622094 4185893 0 4185893 2396119 291202 291202 2104917 0 2104917 PART V, LINE 4: THE INTEREST AND DIVIDENDS EARNED ON THE ENDOWMENT FUNDS ARE AVAILABLE FOR USE IN SUPPORTING OCA'S GENERAL ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: MINORITY INTEREST IN PARTNERSHIP INCOME REPORTED ON CONSOLIDATED STATEMENTS 2,616,875. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF CONSOLIDATED PARTNERSHIP NOT REPORTED ON FORM 990 291,202. 1 SCHOLARSHIPS 18 38000 INTERNSHIP STIPENDS 23 122170 PART I, LINE 2: OCA AWARDS SCHOLARSHIPS FOR ASIAN-PACIFIC AMERICANS WHO MEET STRINGENT ELIGIBILITY REQUIREMENTS INCLUDING FINANCIAL NEED AND STRONG ACADEMIC PERFORMANCE. SIMILAR TO MOST SCHOLARSHIP AND STUDENT LOANS, THE ULTIMATE DISCRETION AS TO THE USE OF FUNDS IS LEFT TO THE RECIPIENT. HOWEVER, AS OUR CANDIDATES MUST DEMONSTRATE FINANCIAL NEED IN ORDER TO BE CONSIDERED, WE STRONGLY BELIEVE THAT THEY ARE DISCERNING IN USING THEIR FUNDING TO ASSIST THEM IN ACHIEVING THEIR ACADEMIC GOALS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF EACH OF OCA'S CHAPTERS ELECT THEIR PRESIDENT OR A REPRESENTATIVE WHO PARTICIPATES ON THE NATIONAL BOARD. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF EACH OF OCA'S CHAPTERS ELECT THEIR PRESIDENT OR A REPRESENTATIVE WHO PARTICIPATES ON THE NATIONAL BOARD. THE MEMBER'S RIGHTS DO NOT EXTEND BEYOND ELECTING THEIR PRESIDENT OR REPRESENTATIVE. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS VETTED BY KEY STAFF, LEGAL COUNSEL AND THE PRESIDENT BEFORE IT IS REVIEWED AND APPROVED BY THE EXECUTIVE COUNCIL. IT IS SENT TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OCA REQUIRES DISCLOSURE OF OUTSIDE WORK AND OWNERSHIP RELATIONSHIPS BY ALL EMPLOYEES. BOARD MEMBERS ARE VETTED FOR POTENTIAL CONFLICTS OF INTEREST AND ARE REQUIRED TO EXCUSE THEMSELVES FROM ANY DECISIONS RELATED TO THEIR BUSINESSES OR EMPLOYERS. OCA BUSINESS IS MONITORED ON A CONSTANT BASIS FOR POTENTIAL CONFLICT AND REVIEWED YEARLY WITH BOARD MEMBERS AND EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 OCA'S COMPENSATION LEVELS FOR OFFICERS AND KEY EMPLOYEES ARE PRESENTED TO THE PERSONNEL COMMITTEE OF THE EXECUTIVE COUNCIL WITH COMPARABILITY DATA FOR APPROVAL IN A DELIBERATIVE PROCESS THAT IS DOCUMENTED IN THE EXECUTIVE COUNCIL MEETING MINUTES. THE LAST COMPENSATION REVIEW TOOK PLACE AUGUST 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE ON US GOVERNMENT'S SYSTEM FOR AWARD MANAGEMENT (SAM) AND BOTH DOCUMENTS, ALONG WITH THE CONFLICT OF INTEREST POLICY AND FEDERAL FORM 990, ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 137,857. MANAGEMENT AND GENERAL EXPENSES 8,174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,031. VIDEO PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 62,778. MANAGEMENT AND GENERAL EXPENSES 3,722. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,500. OCA PROPERTY LLC 1322 18TH STREET WASHINGTON DC 20036 205446587 REAL ESTATE INVESTMENT DC OCA EXCLUDED 2537367 0 1 0.67000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 OCA PROPERTY LLC R 210000 ACTUAL AMOUNT OCA PROPERTY LLC S 3189569 ACTUAL AMOUNT