Nonprofit · EIN 82-3901590
MIND OC
Tax-exempt · IRVINE, CA 92612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $53,889,848 | $34,021,036 | $19,868,812 | $198,053,850 | $45,454,969 | $152,598,881 |
| December 31, 2023 | 990 | $127,871,002 | $32,298,953 | $95,572,049 | $180,927,337 | $14,713,766 | $166,213,571 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $47,915,771
- of which government grants
- $45,262,850
- Program service revenue
- $2,531,635
- Investment income
- $3,331,671
- Net gain from sales of assets
- $334,356
- Other revenue
- $110,771
Expenses
- Grants and similar amounts paid
- $135,222
- Compensation of officers, directors and key employees
- $1,646,467
- Other salaries and wages
- $7,236,489
- Salaries, compensation and benefits (total)
- $10,651,902
- Professional fundraising fees
- $0
- Occupancy
- $2,275,974
- Travel
- $168,475
- Depreciation
- $2,329,353
- Program services (functional)
- $28,891,243
- Management and general (functional)
- $4,810,497
- Fundraising (functional)
- $319,296
Balance sheet and other
- Total assets, start of year
- $180,927,337
- Total assets, end of year
- $198,053,850
- Total liabilities, end of year
- $45,454,969
- Net assets, end of year
- $152,598,881
- Land, buildings and equipment
- $135,429,660
- Publicly traded securities
- $35,415,018
- Net assets without donor restrictions
- $35,717,208
- Net assets with donor restrictions
- $116,881,673
- Gross receipts
- $145,130,536
- Employees
- 149
- Volunteers
- 10
- Year formed
- 2017
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PHILLIP FRANKS | CEO Trustee or director, Officer | 40 | $411,989 | $24,700 |
| VICTOR JORDAN | CFO Officer | 40 | $380,411 | $34,243 |
| DESIREE THOMAS | COO Officer | 40 | $323,732 | $22,212 |
| MARSHALL MONCRIEF | FORMER CEO Former | 40 | $263,442 | $14,498 |
| JESSICA FOATTERM END 824 | DIRECTOR, MOBILE RESPONSE Key employee | 40 | $204,603 | $20,063 |
| VALERIE FRYERTERM END 924 | DIRECTOR OF FINANCE Key employee | 40 | $194,801 | $29,713 |
| NICOLE RAMIREZ | QUALITY DIRECTOR Highest-paid employee | 40 | $188,181 | $25,701 |
| RACHEL TILLMANTERM END 924 | HR DIRECTOR Highest-paid employee | 40 | $171,993 | $30,413 |
| LAUREN BRANDTERM END 424 | EXECUTIVE DIRECTOR, CAMPUS OPERATIONS Highest-paid employee | 40 | $140,664 | $16,630 |
| ANITA LEWICKE | MANAGER OF CAMPUS OPERATIONS Highest-paid employee | 40 | $128,638 | $27,707 |
| KATHRYN HAMELTERM END 524 | VP, MOBILE OPERATIONS Highest-paid employee | 40 | $139,709 | $11,322 |
| RICHARD AFABLE | PRESIDENT/BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD STEINBERG | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ALI SANTORETERM END 1224 | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILL TAORMINA | DIRECTOR Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE PITMAN | DIRECTOR Trustee or director | 2 | $0 |
| MARK COSTA | DIRECTOR Trustee or director | 2 | $0 |
| MARCIA MANKER | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN TAYLOR | DIRECTOR Trustee or director | 2 | $0 |
| RACHEL SELLECK | DIRECTOR Trustee or director | 2 | $0 |
| TERRENCE WALKER | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHALL MONCRIEF | CEO (END 9/23) Officer | 40 | $496,616 | $14,448 |
| VICTOR JORDAN | CFO Officer | 40 | $331,435 | $15,577 |
| LAUREN BRAND | EXEC DIRECTOR, CAMPUS Key employee | 40 | $215,761 | $10,594 |
| VALERIE FRYER | DIRECTOR OF FINANCE Key employee | 40 | $195,830 | $12,277 |
| REBECCA CHI | COO (END 4/23) Officer | 40 | $197,623 | $6,495 |
| TAMEKA TATES END 523 | DIR MOBILE RESPONSE Highest-paid employee | 40 | $170,471 | $6,721 |
| NICOLE RAMIREZ | DIRECTOR, QUALITY IMPROVEMENT Highest-paid employee | 40 | $159,901 | $1,603 |
| KATHRYN HAMEL | VP, MOBILE RESPONSE SERVICES Key employee | 40 | $159,405 | $1,020 |
| PHILLIP FRANKS | CEO (START 10/23) Officer | 40 | $150,021 | $531 |
| ANITA LEWICKE | CAMPUS OPERATIONS MANAGER Highest-paid employee | 40 | $114,377 | $14,675 |
| MEMORY NUNEZ END 1023 | MOBILE RESPONSE MGR Highest-paid employee | 40 | $107,744 | $15,859 |
| JESSICA FOAT | DIRECTOR, MOBILE RES SVCS Highest-paid employee | 40 | $105,305 | $5,126 |
| RICHARD AFABLE | PRESIDENT / BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| DAN YOUNG | TREASURER / SEC (END 9/23) Trustee or director, Officer | 5 | $0 | $0 |
| WILLIAM TAORMINA | SECRETARY / TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ALI SANTORE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD STEINBERG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE PITMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARCIA MANKER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK COSTA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN MANEMANN | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18650 MACARTHUR BLVD STE 350, IRVINE, CA 92612-1205
- Principal officer (990 for 2024)
- PHILLIP FRANKS, 18650 MACARTHUR BLVD 350, IRVINE, CA 92612
- Signed the 990
- PHILLIP FRANKS, CEO
- Phone
- (949) 569-9040
- Website
- BEWELLOC.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 82-3901590 or by the name MIND OC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
MIND OC IS THE NONPROFIT BEHIND THE BE WELL OC COALITION THAT WILL LEAD THE NATION IN OPTIMAL MENTAL HEALTHCARE FOR ALL RESIDENTS OF ORANGE COUNTY, CA.
Program accomplishments
- BE WELL OC PROGRAM: MENTAL HEALTH ORANGE CAMPUSWELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL SUPPORT THE BE WELL MENTAL HEALTH SYSTEM OF CARE. THE WELLNESS HUBS WILL INCLUDE A VARIETY OF MENTAL HEALTH AND TREATMENT PROGRAMS AND WILL BE UNIQUELY AVAILABLE TO ALL RESIDENTS OF ORANGE COUNTY, REGARDLESS OF PAYER. ACCESS WILL BE BASED ON CLINICAL NEED.Expenses $18,132,045 · revenue $2,531,635
- THE MOBILE CRISIS (HOPE) PROGRAM (BE WELL OC MOBILE RESPONSE TEAM MODEL) IS A NON-EMERGENCY SUPPORT SERVICE FOR RESIDENTS EXPERIENCING MENTAL HEALTH, SUBSTANCE USE AND HOMELESSNESS RELATED CRISES. EACH TEAM IS COMPOSED OF TWO CRISIS COUNSELORS WHO PROVIDE IN-COMMUNITY ASSESSMENT AND STABILIZATION OF INDIVIDUALS EXPERIENCING MENTAL HEALTH OR SUBSTANCE USE CHALLENGES. THE TEAM ALSO PROVIDES INFORMATION AND REFERRALS, TRANSPORTATION TO SERVICES, AND ADDITIONAL FOLLOW-UP SUPPORT AND CASE MANAGEMENT. IN CITIES WITH ACTIVE PROGRAMS, CALLS ARE RECEIVED THROUGH THE APPROPRIATE NON-EMERGENCY LINE OR 911. DISPATCHERS TRIAGE THE SITUATION AND, WHEN APPROPRIATE, DEPLOY THE HOPE TEAM TO ASSIST.Expenses $9,814,935 · grants $135,222
- COMMUNITY INITIATIVESSUICIDE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, FOR THE PURPOSE OF INCREASING KNOWLEDGE AND AWARENESS REGARDING MENTAL HEALTH, STIGMA, SUICIDE PREVENTION, AND INTERVENTION, AS WELL AS PROVIDING SUPPORT SERVICES FOR THOSE IN NEED AND THOSE DIRECTLY AFFECTED BY SUICIDE.BEHAVIORAL HEALTH SERVICE TRANSFORMATION (BHST) BE WELL OC BRINGS TOGETHER A COMMUNITY OF ACTION BY LEVERAGING COLLECTIVE POWER TO TRANSFORM MENTAL HEALTH SERVICE AND DELIVERY INTO A WORLD-CLASS SYSTEM OF CARE. OUR SUCCESS STARTS WITH ACCEPTANCE THAT THE MENTAL HEALTH SECTOR ALONE CANNOT SOLVE ALL OF THE CHALLENGES OF THIS COMPLEX AND PERVASIVE HEALTH CHALLENGE. BE WELL OC BRINGS TOGETHER A ROBUST, COMMUNITY-BASED, CROSS-SECTOR STRATEGY OF PUBLIC-PRIVATE, ACADEMIC, FAITH, AND OTHER ORGANIZATIONS TO POSITIVELY IMPACT THOSE CHALLENGES THAT DIMINISH MENTAL HEALTH AND WELL-BEING.ADVERSE CHILDHOOD EXPERIENCES (ACES)IN PARTNERSHIP WITH MORE THAN 20 HEALTH SYSTEMS, COUNTY AND COMMUNITY-BASED ORGANIZATIONS, MIND OC, HAS BEEN AWARDED $3 MILLION OVER 17 MONTHS FROM THE ACES AWARE GRANT PROGRAM, DEVELOPED BY THE CALIFORNIA DEPARTMENT OF HEALTH CARE SERVICES IN PARTNERSHIP WITH THE OFFICE OF THE CALIFORNIA SURGEON GENERAL. THE PROJECT AIMS TO IMPLEMENT A BROAD AND INCLUSIVE TRAUMA-INFORMED NETWORK OF CARE FOR ORANGE COUNTY, WHICH WILL ULTIMATELY WORK TO PREVENT ADVERSE CHILDHOOD EXPERIENCES (ACES), PROMOTE ACE SCREENING IN CHILDREN AND ADULTS, IMPROVE TREATMENT OF ACE-ASSOCIATED HEALTH CONDITIONS, AND PREVENT INTERGENERATIONAL TOXIC STRESS TRANSMISSION. YOUTH OPIOID USE PREVENTION SERVICES IS FOR INDIVIDUALS, PRIMARILY FROM THE UNINSURED AND UNDERINSURED POPULATION, AND WHO FOLLOW INTO THE AGE RANGE OF 12 TO 24 YEARS OLD WHO ARE AT RISK OF OPIOID USE DISORDER (OUD) OR AT RISK OF AN OPIOID OVERDOSE. THIS PROGRAM AIMS TO PROVIDE OUTREACH, EDUCATION, AND TREATMENT FOR AT RISK YOUTH WITH THE GOAL OF REDUCING OPIOID USE AND OVERDOSE IN ORANGE COUNTY.Expenses $251,812
- BE WELL OC PROGRAM: MENTAL HEALTH IRVINE CAMPUSWELLNESS REGIONAL HUBS ARE A FOUNDATIONAL COMPONENT OF THE BE WELL OC BLUEPRINT, AND ESSENTIAL TO EFFECTIVE SERVICES COORDINATION. THE WELLNESS HUBS WILL SUPPORT THE BE WELL MENTAL HEALTH SYSTEM OF CARE. THE WELLNESS HUBS WILL INCLUDE A VARIETY OF MENTAL HEALTH AND TREATMENT PROGRAMS AND WILL BE UNIQUELY AVAILABLE TO ALL RESIDENTS OF ORANGE COUNTY, REGARDLESS OF PAYER. ACCESS WILL BE BASED ON CLINICAL NEED. THE FIRST SET OF BUILDINGS ARE SCHEDULED TO BE COMPLETED MAY 2025.Expenses $692,451
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-3901590
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $198,053,850
- Income (IRS master file)
- $145,130,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $53,889,848 | $34,021,036 | $198,053,850 | XML |
| 990 | December 2023 | $127,871,002 | $32,298,953 | $180,927,337 | XML |
| 990 | December 2022 | $32,659,446 | $14,325,838 | $75,031,457 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3901590).
Questions about MIND OC
- What is the EIN of MIND OC?
- The employer identification number (EIN) of MIND OC is 82-3901590.
- Is MIND OC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to MIND OC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIND OC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MIND OC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIND OC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MIND OC?
- The 990 for the year ended December 31, 2024 names PHILLIP FRANKS.
- Who are the officers and directors of MIND OC?
- The 990 for the year ended December 31, 2024 lists 21 people; 11 received compensation from the organization, the highest $411,989 (PHILLIP FRANKS, CEO).
- How much revenue does MIND OC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $53,889,848, expenses of $34,021,036 and total assets of $198,053,850 at year end.
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