Nonprofit · EIN 85-1220761
ORANGE COUNTY TRIAL LAWYERS CHARITIES
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $148,176 | $173,142 | -$24,966 | $37,708 | $11,200 | $26,508 |
| December 31, 2024 | 990 | $177,297 | $221,200 | -$43,903 | $51,697 | $223 | $51,474 |
| December 31, 2023 | 990 | $133,357 | $174,004 | -$40,647 | $107,595 | $12,218 | $95,377 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $191,463
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$43,287
- Other revenue
- -$43,287
Expenses
- Grants and similar amounts paid
- $154,871
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $620
- Accounting fees
- $9,119
- Program services (functional)
- $154,871
- Management and general (functional)
- $18,271
Balance sheet and other
- Total assets, start of year
- $51,697
- Total assets, end of year
- $37,708
- Total liabilities, end of year
- $11,200
- Net assets, end of year
- $26,508
- Gross receipts
- $238,363
- Employees
- 0
- Volunteers
- 75
- Year formed
- 2020
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE M WEST | PRESIDENT Trustee or director, Officer | 12 | $0 |
| JONATHAN DWORK | TREASURER Trustee or director, Officer | 2 | $0 |
| NEYLEEN ORTIZ-BELAJEV | SECRETARY Trustee or director, Officer | 2 | $0 |
| ALLEGRA RINEER | DIRECTOR Trustee or director | 1 | $0 |
| CYNTHIA CRAIG | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| KIM VALENTINE | DIRECTOR Trustee or director | 2 | $0 |
| LAKSHMI ODERA | DIRECTOR Trustee or director | 2 | $0 |
| PUNEET TOOR | DIRECTOR Trustee or director | 2 | $0 |
| SUSAN KELLEY | DIRECTOR Trustee or director | 12 | $0 |
| WHIT BERTCH | DIRECTOR Trustee or director | 2 | $0 |
| SHAUN PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| DARREN CAMPBELL | DIRECTOR Trustee or director | 2 | $0 |
| AARON HICKS | DIRECTOR Trustee or director | 2 | $0 |
| ATTICUS WEGMAN | DIRECTOR (UNTIL 02/19/25) Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALDINE LY | DIRECTOR (UNTIL 07/16/25) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE M WEST | PRESIDENT Trustee or director, Officer | 10 | $0 |
| JONATHAN DWORK | TREASURER Trustee or director, Officer | 2 | $0 |
| SUSAN KELLEY | DIRECTOR Trustee or director | 10 | $0 |
| WHIT BERTCH | DIRECTOR Trustee or director | 2 | $0 |
| KIM VALENTINE | DIRECTOR Trustee or director | 2 | $0 |
| CYNTHIA CRAIG | DIRECTOR Trustee or director | 2 | $0 |
| JENNIFER JOHNSON | DIRECTOR Trustee or director | 2 | $0 |
| DARREN CAMPBELL | DIRECTOR Trustee or director | 2 | $0 |
| ATTICUS WEGMAN | DIRECTOR Trustee or director | 2 | $0 |
| LAKSHMI ODEDRA | DIRECTOR Trustee or director | 2 | $0 |
| PUNEET TOOR | DIRECTOR Trustee or director | 2 | $0 |
| ALLEGRA RINEER | DIRECTOR Trustee or director | 2 | $0 |
| SHAUN PHILLIPS | DIRECTOR Trustee or director | 2 | $0 |
| GERALDINE LY | DIRECTOR Trustee or director | 2 | $0 |
| NEYLEEN BELJAJEV | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE M WEST | PRESIDENT Trustee or director, Officer | 20 | $0 |
| BRETT SACHS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| CHELSEE SACHS | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| JONATHAN DWORK | TREASURER Trustee or director, Officer | 3 | $0 |
| SUSAN KELLEY | DIRECTOR Trustee or director | 20 | $0 |
| WHIT BERTCH | DIRECTOR Trustee or director | 3 | $0 |
| KIM VALENTINE | DIRECTOR Trustee or director | 3 | $0 |
| CYNTHIA CRAIG | DIRECTOR Trustee or director | 3 | $0 |
| JENNIFER JOHNSON | DIRECTOR Trustee or director | 3 | $0 |
| DARREN CAMPBELL | DIRECTOR Trustee or director | 3 | $0 |
| ATTICUS WEGMAN | DIRECTOR Trustee or director | 3 | $0 |
| LAKSHMI ODEDRA | DIRECTOR Trustee or director | 3 | $0 |
| PUNEET TOOR | DIRECTOR Trustee or director | 3 | $0 |
| ALLEGRA RINEER | DIRECTOR Trustee or director | 3 | $0 |
| SHAUN PHILLIPS | DIRECTOR Trustee or director | 3 | $0 |
| GERALDINE LY | DIRECTOR Trustee or director | 3 | $0 |
| NEYLEEN BELJAJEV | DIRECTOR Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 1048 IRVINE AVE STE 636, NEWPORT BEACH, CA 92660-4602
- In care of
- % MICHELLE WEST
- Mailing address (990-N for 2020)
- 1048 Irvine Avenue Suite 636, Newport Beach CA 92660
- Principal officer (990 for 2025)
- MICHELLE WEST, 1048 IRVINE AVENUE SUITE 636, NEWPORT BEACH, CA 92660
- Principal officer (990-N for 2020)
- Michele West, 1048 Irvine Avenue Suite 636, Newport Beach CA 92660
- Signed the 990
- MICHELLE WEST, PRESIDENT
- Phone
- (949) 648-2354
- Website
- HTTPS://WWW.OCTLC.ORG/
- Return prepared by
- EVERGREEN ALLIANCE
California records
California keeps its own records of charities and corporations. Search them by EIN 85-1220761 or by the name ORANGE COUNTY TRIAL LAWYERS CHARITIES.
- 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
THE PRIMARY PURPOSE OF THE ORANGE COUNTY TRIAL LAWYERS' CHARITIES (OCTLC) IS TO MAKE A POSITIVE DIFFERENCE IN THE QUALITY OF LIFE FOR PEOPLE WITHIN THE GREATER ORANGE COUNTY AREA, FOCUSING ON ISSUES RELATED TO EDUCATION, CHILDREN, SURVIVORS OF ABUSE, PERSONS WITH DISABILITIES, AND HOMELESSNES. OCTLC PROVIDES FINANCIAL SUPPORT AND VOLUNTEER SERVICE TO LOCAL NON-PROFIT ORGANIZATIONS TO REALLY IMPACT THE LOCAL COMMUNITY AND GIVE BACK.
Program accomplishments
- OCTLC PROVIDES FINANCIAL SUPPORT AND VOLUNTEER SERVICE TO LOCAL NON-PROFIT ORGANIZATIONS, FOCUSING ON ISSUES RELATED TO EDUCATION, CHILDREN, SURVIVORS OF ABUSE, PERSONS WITH DISABILITIES, AND HOMELESSNESS.Expenses $154,871 · grants $154,871
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 | 990 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
- 85-1220761
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P99)
- Assets (IRS master file)
- $37,708
- Income (IRS master file)
- $238,363
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $148,176 | $173,142 | $37,708 | IRS |
| 990 | December 2024 | $177,297 | $221,200 | $51,697 | XML |
| 990 | December 2023 | $133,357 | $174,004 | $107,595 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Michele West | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 85-1220761).
Questions about ORANGE COUNTY TRIAL LAWYERS CHARITIES
- What is the EIN of ORANGE COUNTY TRIAL LAWYERS CHARITIES?
- The employer identification number (EIN) of ORANGE COUNTY TRIAL LAWYERS CHARITIES is 85-1220761.
- Is ORANGE COUNTY TRIAL LAWYERS CHARITIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to ORANGE COUNTY TRIAL LAWYERS CHARITIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORANGE COUNTY TRIAL LAWYERS CHARITIES 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 ORANGE COUNTY TRIAL LAWYERS CHARITIES due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORANGE COUNTY TRIAL LAWYERS CHARITIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ORANGE COUNTY TRIAL LAWYERS CHARITIES?
- The 990 for the year ended December 31, 2025 names MICHELLE WEST.
- Who are the officers and directors of ORANGE COUNTY TRIAL LAWYERS CHARITIES?
- The 990 for the year ended December 31, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does ORANGE COUNTY TRIAL LAWYERS CHARITIES have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $148,176, expenses of $173,142 and total assets of $37,708 at year end.
Other nonprofits in NEWPORT BEACH
- SHARE OUR SELVES CORPORATION EIN 95-3222316 · last filed 990 for 2025
- FURNISHING HOPE INC EIN 20-0049351 · last filed 990 for 2024
- DECORATIVE ARTS SOCIETY EIN 72-1579572 · last filed 990 for 2025
- FUEL RELIEF FUND INC EIN 26-4591517 · last filed 990 for 2024
- WOMEN IN NEED EIN 33-0676865 · last filed 990 for 2024
- THE ORANGE COUNTY FRIENDSHIP CIRCLE EIN 11-3797166 · last filed 990 for 2024
- LA MESA PROPERTY INC EIN 27-3139079 · last filed 990 for 2024
- PROJECT SELF-SUFFICIENCY EIN 33-0597719 · last filed 990-N for 2025
All nonprofits in NEWPORT BEACH · California · Human services