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Orange County Community Housing Corp.

 501 N. Golden Circle Drive, Suite 200
 Santa Ana, CA 92705
[P] (714) 558-8161 x 112
[F] (714) 558-0423
http://www.occhc.org
[email protected]
Erin Gunther
FOUNDED: 1977
INCORPORATED: 1977
 Printable 1 Page Summary
 Printable Profile
Organization DBA OCCHC/SteppingUP
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3221290 00000

Summary


Mission StatementMORE »

Founded in 1977, Orange County Community Housing Corporation (OCCHC) is committed to its mission "to transition extremely low-income families toward greater self-sufficiency through housing and education".

 
For over 40 years, OCCHC has created and continues to own and manage over 300 affordable units, serving extremely low-income families serving over 2,000 Orange County parents and children annually through housing and education.  We pursue this mission around the shared vision of a world in which each person has a sense of worth; accepts responsibility for self, family, community, and has the capacity to be productive, and to help create nurturing families and healthy communities. 

Mission Statement

Founded in 1977, Orange County Community Housing Corporation (OCCHC) is committed to its mission "to transition extremely low-income families toward greater self-sufficiency through housing and education".

 
For over 40 years, OCCHC has created and continues to own and manage over 300 affordable units, serving extremely low-income families serving over 2,000 Orange County parents and children annually through housing and education.  We pursue this mission around the shared vision of a world in which each person has a sense of worth; accepts responsibility for self, family, community, and has the capacity to be productive, and to help create nurturing families and healthy communities. 

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $4,469,676.00
Projected Revenue $4,469,676.00

ProgramsMORE »

  • Affordable Housing
  • SteppingUP Program

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Founded in 1977, Orange County Community Housing Corporation (OCCHC) is committed to its mission "to transition extremely low-income families toward greater self-sufficiency through housing and education".

 
For over 40 years, OCCHC has created and continues to own and manage over 300 affordable units, serving extremely low-income families serving over 2,000 Orange County parents and children annually through housing and education.  We pursue this mission around the shared vision of a world in which each person has a sense of worth; accepts responsibility for self, family, community, and has the capacity to be productive, and to help create nurturing families and healthy communities. 

Background Statement

For the past 40 years, OCCHC has created and continues to own and manage over 300 affordable housing units and is the ONLY affordable housing non-profit in Orange County dedicated to serving families at the extremely low-income level.  Over the years we've grown to serve over 2,000 individuals of families earning an average household income of $39,318 in a county where the HUD listed median income is a reported $92,700.

 
OCCHC realizes that providing a stable environment conducive to learning is key to assisting our families in breaking the cycle of poverty and for that reason created the SteppingUP Program in 2003 to encourage families earning $10 an hour to the SteppingUP to improved education, job skills, health care and financial literacy through Family Mentoring and the College Awareness Program (CAP). While Family Mentoring works on the short term need of economic hardships today, SteppingUP’s College Awareness Program (CAP) works on preventing those hardships that could continue tomorrow by educating at-risk students on how higher education can help them break the cycle of poverty for students like Lizbeth.
 
Lizbeth came to OCCHC with her family after living in a one-bedroom apartment with two other families. Their family always dreamed of having their own place to call home. Her father shares that today, “We live with a peace of mind that we have our own safe home where our children can do their homework and live comfortably. The SteppingUP Program has helped us parents understand the educational system in the US so we are better equipped to help our children.”  

This year, Lizbeth, became the first generation in her family to step up to college. shares “SteppingUP has given me the opportunity to see a variety of colleges, have weekly academic sessions and a better understanding of our complex educational system.”

Her parents dream is for their family is to graduate high school and college, be someone in life with a successful career and in the  future, own a home. Lizbeth will attend CSUF in the fall and would like to be a Spanish teacher. She is paving the way for her younger siblings and their future.   Next up, homeownership!

 


Impact Statement

In 2018, while providing affordable housing to 314 low-income families in need, OCCHC provided free program services through its signature program, SteppingUPSteppingUP’s Family Mentoring assisted in transitioning 166 individuals of 43 families coming from motels, shelters and substandard living to our affordable housing building upon the continuum of care for at-risk families. Approximately 533 at-risk individuals were served with 647 one-on-one meetings, budgeting, credit counseling, and financial literacy with over 2,000 resources provided in the community with 5 families becoming first-time homeowners (68 since 2003).

SteppingUP’s CAP Program maintained its commitment to reducing the high school dropout rate in Orange County for 12 years; encouraging higher education for at-risk youth since 2006.  The program has grown from serving 26 students to serving 569 in 2018 and 37 high school seniors graduated on time with 100% of them stepping up to college.  Over 300 parents have joined CAP’s PADRE component where parents are actively reinforcing education and learning how they can also help themselves along the way. CAP now celebrates 273 alumni with 63 college graduates who have now entered the workforce. Over 80,000 academic advising hours has been given over the years and 63 CAP Alumni have graduated college entering the workforce. 

Leonel Steps Up to San Francisco State University

"Coming from a very low income home with little to no opportunity to succeed, I joined an organization that changed my future.  OCCHC/SteppingUP opened my eyes and guided me to discover my passions of technology and fall in love with a city that I currently live in and attend San Francisco State. I had the privilege on attending a Northern trip with the organization that took us on a tour on schools across Northern California. Thanks to this organization, I can say that I am in the position I am today. Having the privilege of studying at a university and working at Apple. They taught me that it isn't impossible, even if I didn't have the finances. Please help me raise resources to the organization that changed my life to change other lives.”


Needs Statement

Affordability remains the nation’s largest housing challenge, with our extremely low-income families usually coming to our apartments from tremendously substandard apartments, which have left the family with the need for substantial rehabilitation, socially, financially and educationally. As SteppingUP is working to fill that need.  Join us in making a difference. 
  1. Financial contributions for operating support and program services.
  2. Sponsorships and attendance in support of The Lantern annual fundraiser held in May
  3. Donations to sponsors a student in the summer for the return of CAP's Northern California College Tour
  4. Advanced technology - equipment to meet the needs of the 21st Century for our underserved students (eg - iPads, Kindles, laptops, internet access, WiFi capability)
  5. Connections to community members who would like to make a difference in housing and educating our future. 

CEO Statement

As a former resident of OCCHC who has benefited from housing, mentoring and educational services, I can really relate to what our families go through. Our focus is making our housing a transition, not a permanent stop and education is the tool that will help our families get to that next level. It is with great pride and considerable pleasure that I look forward to OCCHC’s future productivity and service for extremely low-income families.


Board Chair Statement

What first attracted me to this organization was its commitment to one of the most neglected areas of housing, this is, housing for extremely low-income large families. I am honored to have met most of the founders of OCCHC and to have learned from them and their passion for providing quality housing and providing opportunities to families that were often difficult for other groups to provide. - Reverend Edward Poettgen, Chairman of the Board

Other Ways to Donate/Volunteer

Donations may be accepted by mailing a check to OCCHC/SteppingUP and on-line via our website.  Volunteer Opportunities include volunteering time on OCCHC/SteppingUP's Advisory Board, event committees and internships.   In-kind donations including iPads, Kindles, laptops, internet access, WiFi capability and more assist our at-risk students in keeping up with the demands of 21st Century technology.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County
Families served live in OCCHC apartments and surrounding communities scattered throughout Orange County including, but not limited to, Dana Point, Fullerton, Irvine, Santa Ana, Garden Grove, Buena Park, Anaheim, Placentia, Huntington Beach and Cypress.

Organization Categories

  1. Housing, Shelter - Low-Income & Subsidized Rental Housing
  2. Education - Secondary & High Schools
  3. Human Services - Family Services

--

Programs


Affordable Housing

Over the past year, OCCHC/SteppingUP served over 2,000 individuals of extremely low-income families through affordable housing and education with a reported an average household income of $39,318 and connected to the resources needed in a county consistently ranking among the least affordable housing and rental markets in the country with a median income reported by HUD at $92,700. 

OCCHC/SteppingUP currently owns and manages 314 units at 28 sites throughout Orange County and in 2018 transitioned 166 individuals of 43 families coming from motels, shelters and substandard living to our affordable housing building upon the continuum of care for at-risk families.

Budget  $3,098,391
Category  Housing, General/Other Affordable Housing
Population Served At-Risk Populations Families Minorities
Program Short-Term Success 
In 2018, OCCHC/SteppingUP Family Mentoring assisted in transitioning 166 individuals of 43 families coming from motels, shelters and substandard living to our affordable housing building upon the continuum of care for at-risk families. Approximately 533 at-risk individuals were educated through 22 workshops, with 647 one-on-ones and over 288 counseling hours assisting in budgeting, credit counseling, financial literacy and homeownership. Over 2,000 resources were provided in the community with 5 families becoming first-time homeowners (68 homeowners since 2003).


Program Long-Term Success 
As the leading affordable housing non-profit in Orange County with its main focus on serving extremely low-income larger families, OCCHC has continued to transition extremely low-income families towards greater self-sufficiency for the past 40 years.  OCCHC has acquired and developed 314 affordable housing units that it continues to own and manage. OCCHC is also the Trustee for 84 New ETHIC Trust that created 84 NEW affordable housing units at the Great Park planning area of the City of Irvine.  It is the only affordable housing non-profit in Orange County committed to housing families at the extremely low-income level.
Program Success Monitored By 
Success is monitored in an on-going basis throughout the year.  As owner and manager of affordable housing units, our Leasing Director and team communicates with residents on struggles they are coming from to find out how OCCHC/SteppingUP's Program can assist each family achieve greater self-sufficiency. OCCHC's Annual Recertification process also monitors the success of our families indicating jobs, pay increases or a decrease in hours at a job, educational achievements, credit reports, and more.  This information is then used to connect families and students with the resources that will aid in stepping up to the future that awaits them.  Success stories and goals achieved are then shared with donors, volunteers and the community in on on-going basis and reports as require by our donors, in addition to our annual Report to the Community at year-end.
Examples of Program Success 

LETICIA STEPS UP TO HOMEOWNERSHIP

Leticia came to OCCHC/SteppingUP as a single mother of 4 children in need of a home. With her current residence being sold at the last minute and a history of bad credit, she was in need of a second chance. At OCCHC/SteppingUP, Leticia learned how to repair her credit and obtained the tools to learn how to achieve economic security. She provided for her family, got involved in her community, became a resident representative and even an 0CCHC/SteppingUP board member. Leticia is now a BUSINESS OWNER and this year became a HOMEOWNER. She purchased her dream home and is proud to share her success story to encourage others in doing the same. 


SteppingUP Program

OCCHC's unique stance in owning and managing all of our units allows us to enhance the lives of our families while they live in a stable environment conducive to learning and self-improvement. As an affordable housing provider, OCCHC builds on the continuum of care for extremely low-income families by providing affordable housing and free program services through its signature program, SteppingUP. The program works to educate at-risk students and their parents about the benefits of obtaining a higher education through Family Mentoring and the College Awareness Program (CAP).

Budget  $871,865.00
Category  Human Services, General/Other Mentoring
Population Served At-Risk Populations Families Minorities
Program Short-Term Success 

In 2018, while providing affordable housing to 314 low-income families in need, OCCHC provided free program services through its signature program, SteppingUP. SteppingUP’s Family Mentoring assisted in transitioning 166 individuals of 43 families coming from motels, shelters and substandard living to our affordable housing building upon the continuum of care for at-risk families. Approximately 533 at-risk individuals were served with 647 one-on-one meetings, budgeting, credit counseling, and financial literacy with over 2,000 resources provided in the community with 5 families becoming first-time homeowners (68 since 2003).

SteppingUP’s CAP Program maintained its commitment to reducing the high school dropout rate in Orange County for 12 years; encouraging higher education for at-risk youth since 2006. The program has grown from serving 26 students to serving 569 in 2018 and 37 high school seniors graduated on time with 100% of them stepping up to college. Over 300 parents have joined CAP’s PADRE component where parents are actively reinforcing education and learning how they can also help themselves along the way. CAP now celebrates 273 alumni with 63 college graduates who have now entered the workforce. Over 80,000 academic advising hours has been given over the years and 63 CAP Alumni have graduated college entering the workforce. 

Program Long-Term Success 
Long-term success of this program builds on the continuum of care for at-risk families throughout Orange County.  It begins with providing a stable and affordable environment for an extremely low-income family.  OCCHC and its signature program is a holistic approach to breaking the cycle of poverty for at-risk families.  The program transitions at-risk families from homelessness/transitional shelters to affordable housing then with the assistance of our programs, to self-sufficiency, where families can afford market-rate housing or become first-time homeowners! 
Program Success Monitored By 
Success is monitored in an on-going basis throughout the year.  As owner and manager of affordable housing units, our Leasing Director, can usually identify where assistance is needed with SteppingUP's Family Mentoring component and monitor the progress of our family from something as simple as if their rent is paid.  From there, our Leasing Director will connect with our Family Mentor who will meet with the family and design a plan that specifically meets the needs of the family.  OCCHC's Annual Recertification process also monitors the success of our families indicating jobs, pay increases or a decrease in hours at a job, educational achievements, credit reports, in addition to personal from our interns and mentors working one on one with our families in need.  SteppingUP's College Awareness Program (CAP) reports on a weekly basis the success of each student as they meet with their advisors each week. Success stories are shared and areas of where improvements are needed are noted. Report cards are also reviewed to evaluate where assistance is needed.  Quarterly reports, year-end reports and personal updates are shared with donors and the community throughout the year.
Examples of Program Success 

Leonel Steps Up to San Francisco State University

"Coming from a very low income home with little to no opportunity to succeed, I joined an organization that changed my future. OCCHC/SteppingUP opened my eyes and guided me to discover my passions of technology and fall in love with a city that I currently live in and attend San Francisco State. I had the privilege on attending a Northern trip with the organization that took us on a tour on schools across Northern California. Thanks to this organization, I can say that I am in the position I am today. Having the privilege of studying at a university and working at Apple. They taught me that it isn't impossible, even if I didn't have the finances. “




Management


CEO/Executive Director Ms. Nora Mendez
CEO Term Start Jan 2014
CEO Email [email protected]
CEO Experience

The youngest of ten children, Nora Mendez came to this country after years of working in the fields. Her family was introduced to OCCHC and as a result of stable housing and educational services, Mendez graduated from CSU Fullerton with a degree in Human Services. Mendez also serves as a Board Member for the following organizations: The Kennedy Commission, NeighborWorks OC, and SCANPH. She was also honored by LULAC and the 65th Assembly District for her advocacy and service to our communities. Recently, Mendez was inducted in Santa Ana College's 2017 Alumni Hall of Fame.

Former CEOs and Terms

Name Start End
Mr. Allen Baldwin Oct 1978 Dec 2013

Senior Staff

Name Title Experience/Biography
Allen Baldwin Special Projects Director --
Monica Cardenas Deputy Director --
Erin Gunther Director of Major Gifts --
Nora Mendez Executive Director --

Awards

Award Awarding Organization Year
California Housing Hall of Fame California Housing Consortium 2007
Community Leadership Award Affordable Housing Clearinghouse 2006

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

84 New ETHIC is a collaboration where OCCHC is the Trustee with The American Riding Club for the Handicapped & Second Baptist Church Homeless Coalition.

Family Mentoring and CAP collaborate with: Oak View Elementary, Community Service Programs (CSP-HB), Ocean View High School, Oak View Family Resource Center, Garden Grove United Methodist Church, Santiago High School, Doig Intermediate School, Buena Park High School, Buena Park Jr. High, CSUF, OC Child Abuse Prevention Center, Human Options, New Futuro, West Anaheim Youth Center, OCCCO,Someone Cares Soup Kitchen, Mercy House, MAES-CSUF, Affordable Housing Clearinghouse, Brandman University, Consumer Credit Counseling Services, Wells Fargo, Planned Parenthood, Bright Futures with Kids, Didi Hirsch Mental Health Services, Mariposa Center, Hermanas Unidas-CSUF, Upward Bound-CSULA, OC Dream Team, UCLA La Raza, Second Harvest Food Bank, Congressional Spanish Caucus Institute, UCLA Community Relations and Working Wardrobes of Orange County.

Staff Information

Number of Full Time Staff 13
Number of Part Time Staff 5
Number of Volunteers 125
Number of Contract Staff 1
Staff Retention Rate % 97%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 3
Hispanic/Latino: 15
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 13
Male: 5
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers --
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy --
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses

--

CEO Comments

--

Foundation Comments

--

Governance


Board Chair Rev. Edward Poettgen
Board Chair Company Affiliation Saint Boniface
Board Chair Term Jan 2016 - Dec 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Dianne Brana Resident Representative, Community Volunteer --
Bob Johnson Author, Retired Engineer with Conexant Voting
Elsa Monte Pacific Western Bank Voting
Linda Nguyen Wells Fargo Bank --
Yesenia Ochoa Delhi Center Voting
John Palacio Santa Ana Unified School District Board President --
Father Ed Poettgen Saint Boniface Voting
Brenda Rodriguez Affordable Housing Clearinghouse Voting
Sam Romero Community Volunteer, representing Logan neighborhood Voting
Maura Schafer -- --
Leticia Soto Resident Representative, Community Volunteer Voting
Jon Timmons Wells Fargo Bank Voting
Victor Valladares Oak View CommUNIDAD --

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Jim Breslauer Breslauer-Soref Foundation --
Doug Bystry Clearinghouse CDFI --
Will Cooper Sr. WNC & Associates --
Robert De Acevedo Citizens Business Bank --
Katie Ellis Opus Community Foundation --
Sylvia Figueroa First Foundation Bank --
Rossina Gallegos Union Bank --
Saskia Knight Brandman University --
Michael LeBlanc The Irvine Company --
Susan Montoya First Bank --
John Nguyen Plaza Bank --
Antonio Nunez OCCHC Resident Representative --
Oscar Rodriguez JD Property Management --
Linda Schulein Schulein Family Foundation --
Crystal Sims Legal Aid Society --
Mayra Soto Southland EDC --
Kimberly Valley Plaza Bank --
Millicent Washington Manufacturers Bank --
Courtney Williams Sunwest Bank --
Melody Winter Head Federal Reserve Bank of San Francisco --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 3
Hispanic/Latino: 9
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 7
Male: 6
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 100%
Board Orientation Yes

CEO Comments

--

Foundation Comments

--

Standing Committees

  • Advisory Board / Advisory Council
  • Audit, Compliance and Controls
  • Board Development / Board Orientation
  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Executive
  • Finance
  • Nominating
  • Personnel

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year Jan 01, 2019 to Dec 31, 2019
Projected Revenue $4,469,676.00
Projected Expenses $4,469,676.00
Form 990s

2017 OCCHC Form 990

2016 OCCHC Form 990

2015 Form 990

2014 OCCHC Form 990

2013 OCCHC Form 990

2012 Form 990

Audit Documents

2017 OCCHC Audit

2016 OCCHC Audit

2015 OCCHC Audit

2014 OCCHC Audit

2013 OCCHC Audit

2012 OCCHC Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $3,813,582 $10,184,202 $3,026,515
Total Expenses $3,015,033 $3,139,527 $3,393,895

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$353,110 $364,323 $234,085
Government Contributions $0 $0 $2,352
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $2,352
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $3,286,544 $3,063,843 $2,703,773
Investment Income, Net of Losses $5,258 $4,873 $6,480
Membership Dues -- -- $0
Special Events $107,167 $95,849 $9,983
Revenue In-Kind -- $6,581,887 $5,911
Other $61,503 $73,427 $69,842

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $2,627,697 $2,820,553 $3,014,195
Administration Expense $248,642 $198,115 $269,828
Fundraising Expense $138,694 $120,859 $109,872
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 1.26 3.24 0.89
Program Expense/Total Expenses 87% 90% 89%
Fundraising Expense/Contributed Revenue 30% 26% 45%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $27,611,797 $26,820,414 $13,580,080
Current Assets $2,563,219 $2,581,322 $977,935
Long-Term Liabilities $15,252,911 $15,785,521 $14,795,885
Current Liabilities $1,792,575 $1,895,499 $1,381,906
Total Net Assets $10,566,311 $9,139,394 $-2,597,711

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 1.43 1.36 0.71

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 55% 59% 109%
Endowment Value $371,297.00
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments


 

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.