Orange County Community Foundation
94% goes to programs $1 to raise $100 Strong reserves Growing revenue
Orange County Community Foundation is a 501(c)(3) organization based in Irvine, California, registered in 1994, with $167,906,641 in FY2023 revenue. CharityIndex grades it A, and it directs about 94% of spending to programs.
19200 Von Karman Ave Ste 700, Irvine, CA, 92612 EIN 33-0378778 Since 1994
Revenue (FY2023)
$167.9M
▲ 0.8% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$95.0M
Net assets
$658.9M
Employees
39
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
A+Program efficiency40% of the rating94% to programs · $1 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Orange County Community Foundation: 94% to programs · $1 to raise $100 earns a A+ on this criterion. See the exact thresholds →
B+Financial health25% of the rating83 mo reserves · +43% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Orange County Community Foundation: 83 mo reserves · +43% margin earns a B+ on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Orange County Community Foundation: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Orange County Community Foundation: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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Mission
See schedule o
What they do
Field of interest and legacy in alignment with our commitment to faithfully steward the intentions of our donors, occf maintains several field of interest and legacy funds that award grants in arts and culture, education, environment, health, human services, special needs and nonprofit capacity building. areas of focus over the past year have included a workforce development initiative to connect un- and under-employed oc residents to in-demand, middle-skills jobs, the oc social justice fund to strengthen local grassroots organizations, and the promising futures oc fund to support educational attainment for underserved youth. total grants made through a competitive selection process from unrestricted and field of interest funds were $5,300,000.
Donor advised and scholarship funds contributions to donor advised funds (endowed and nonendowed) were $155,200,000. grants from donor advised funds were $77,400,000. occf also has over 60 scholarship funds that helped more than 325 students with scholarships totaling $1,300,000, including two countywide scholarship programs: 1) the hispanic education endowment fund and 2) the avid scholarship program. other granting totaled $1,500,000.
Contact & location
- Address
- 19200 Von Karman Ave Ste 700, Irvine, CA, 92612
- City
- Irvine
- State
- California
- Subcategory
- Public Foundations
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $61.7M (FY2013) to $167.9M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $29.3MNet assets $658.9M
Operating margin
43.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$688.2M
Total liabilities
$29.3M
Net assets
$658.9M
Salaries & benefits
$4.7M
5% of expenses
Board members
15
15 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $167,906,641▲0.8% | $94,966,139▼14.3% | $658,902,562▲22.1% | $688,161,320▲21.2% | 990 |
| 2022 | $166,637,065▲37.5% | $110,872,689▲33.2% | $539,812,497▲20.5% | $567,674,947▲20.2% | 990 |
| 2021 | $121,228,987▲7.3% | $83,265,675▼20.7% | $448,025,067▲3.5% | $472,269,104▲3.2% | 990 |
| 2020 | $112,983,825▼20.3% | $104,997,634▼3.3% | $432,833,409▲27.2% | $457,446,426▲25.2% | 990 |
| 2019 | $141,757,091▲56.5% | $108,548,508▲37.7% | $340,397,799▲10.4% | $365,423,567▲10.8% | 990 |
| 2018 | $90,583,726▼4.5% | $78,807,701▼6.9% | $308,289,429▲8.4% | $329,675,877▲7.1% | 990 |
| 2017 | $94,808,676▲29.9% | $84,680,327▲31.6% | $284,391,256▲8.8% | $307,718,762▲10.3% | 990 |
| 2016 | $72,975,137▼1.0% | $64,365,979▼1.0% | $261,272,723▲11.7% | $278,862,108▲8.8% | 990 |
| 2015 | $73,706,222▼25.4% | $65,037,944▲2.0% | $233,992,923▲5.2% | $256,376,270▲5.3% | 990 |
| 2014 | $98,864,985▲60.2% | $63,766,612▲25.4% | $222,424,689▲7.5% | $243,375,925▲8.0% | 990 |
| 2013 | $61,712,857 | $50,869,612▲42.2% | $206,997,377▲13.7% | $225,400,281▲15.9% | 990 |
| 2012 | — | $35,773,756▲11.2% | $182,018,828▲38.8% | $194,476,457▲37.9% | 990 |
| 2011 | — | $32,166,190 | $131,112,182 | $141,029,689 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
Highest-paid: Shelley Hoss — $446,829 (0.47% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Shelley Hoss | Chief Executive Officer | 40 | $446,829 |
| Tammy Tumbling | President | 40 | $281,619 |
| Tracy Branson | Chief Financial Officer | 40 | $231,843 |
| Cathleen Otero | Chief Operating Officer | 40 | $195,863 |
| Margita Blattner | Sr. Director Philanthropic Strategy | 40 | $177,779 |
| Greg Cravens | Controller | 40 | $157,960 |
| Nicole Perry | Accounting Manager | 40 | $128,398 |
| Monica Seely | Sr. Director, Marketing and Communications | 40 | $124,031 |
| Carol Ferguson | Sr. Director, Donor & Community Engagement | 40 | $113,335 |
| Anna Cabral | Board Member (as of 03/20/24) | 0.5 | — |
| Arnold Pinkston | Board Member | 0.5 | — |
| Bob Whalen | Board Member | 0.5 | — |
| Dan Bolar | Past Chair | 0.5 | — |
| Deanna Colglazier | Board Member (thru 09/20/23) | 0.5 | — |
| Dr Maria Minon | Board Member | 0.5 | — |
| Fram Virjee | Board Member (as of 03/20/24) | 0.5 | — |
| Gaddi Vasquez | Board Member | 0.5 | — |
| Herbert Bedolfe | Board Member (thru 09/20/23) | 0.5 | — |
| Joanna Kong | Board Member | 0.5 | — |
| John Williams | Vice Chair & Secretary | 1 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Cambridge Associates | Investment Management Services | $531,070 |
| Moss Adams LLP | Accounting & Tax Services | $125,563 |
Grants received · $52.3M total
73 grants to Orange County Community Foundation totaling $52.3M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Ayco Charitable Foundation | Community & human services | 2024 | $380,000 |
| Bny Mellon Charitable Gift Fund | To further the organization's exempt purpose | 2024 | $200,000 |
| Greater Horizons | Public, societal benefit | 2024 | $50,000 |
| The Bessemer Giving Fund | General support | 2024 | $20,000 |
| American Online Giving Foundation Inc | General support | 2024 | $9,868 |
| California Community Foundation | Education | 2023 | $3,334,811 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $1,068,260 |
| Donor Advised Charitable Giving | Public, societal benefit | 2023 | $472,500 |
| Ayco Charitable Foundation | Community & human services | 2023 | $355,500 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Community & human services | 2023 | $100,000 |
| National Philanthropic Tr | Public, societal benefit | 2023 | $94,000 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2023 | $60,000 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $45,000 |
| The Bessemer Giving Fund | Scholarship fund | 2023 | $20,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $1,099,100 |
Grants made · $80.3M in FY2023
894 grants totaling $80.3M in FY2023 — showing the 15 largest. All grants made by Orange County Community Foundation →
| Recipient | Purpose | Amount |
|---|---|---|
| The Pimco Foundation | Community improvement and development | $7,812,096 |
| Nature Conservancy | Environment | $5,157,000 |
| Hillsdale College | Education | $4,519,500 |
| University of California Irvine Foundation | Health and wellness | $2,750,000 |
| Hoag Hospital Foundation | Health and wellness | $2,304,250 |
| Advance Democracy Inc | Community improvement and development | $2,250,000 |
| Chabad of Laguna | Religion and spiritual development | $1,720,061 |
| Hawaii Community Foundation | Community improvement and development | $1,030,000 |
| Center For American Progress | Community improvement and development | $1,000,000 |
| Charitable Ventures of Orangecounty Inc | Community improvement and development | $798,903 |
| United States Energy Foundation | Environment | $750,000 |
| Guide Dogs For the Blind Inc | Human services | $691,525 |
| Human Options Inc | Human services | $661,800 |
| Orange County Museum of Art | Arts and culture | $603,000 |
| Claremont Mckenna College | Education | $561,467 |
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Compare Orange County Community Foundation
Frequently asked questions
- Is Orange County Community Foundation a legitimate nonprofit?
- Yes. Orange County Community Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 33-0378778, based in Irvine, California. Donations are tax-deductible.
- What is Orange County Community Foundation's EIN?
- Orange County Community Foundation's Employer Identification Number (EIN) is 33-0378778.
- How much revenue does Orange County Community Foundation report?
- Orange County Community Foundation reported $167,906,641 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Orange County Community Foundation's spending goes to programs?
- Orange County Community Foundation spends about 94% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Orange County Community Foundation have?
- CharityIndex grades Orange County Community Foundation A, based on program efficiency and fundraising cost.
- How much does Orange County Community Foundation's highest-paid employee make?
- The highest reported compensation on Orange County Community Foundation's latest Form 990 is $446,829, paid to Shelley Hoss (Chief Executive Officer).
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Data for Orange County Community Foundation (EIN 33-0378778) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.