Orange County Community Foundation
- Assets
- $365.4m
- Revenue
- $141.8m
- Investments
- $213.0m
- Employees
- 31
- Location
- Newport Beach, CA
- Founding
- 11/1994
- Data as of
- 06/2020
- EIN
- 33-0378778
Organization Overview
Orange County Community Foundation is located in Newport Beach, CA. The organization was established in 1994. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2020, Orange County Community Foundation employed 31 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 06/2020, Orange County Community Foundation generated $141.8m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 14.0% each year . All expenses for the organization totaled $108.5m during the year ending 06/2020. While expenses have increased by 10.8% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Orange County Community Foundation has awarded 5,465 individual grants totaling $492,338,632. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O
Describe the Organization's Program Activity:
Part 3 - Line 4a
DISCRETIONARYIN ALIGNMENT WITH OUR MISSION TO CATALYZE SUSTAINABLE COMMUNITY IMPACT, OCCF CONTINUED TO DIRECT ITS DISCRETIONARY RESOURCES TOWARD MULTIPLE INITIATIVES: 1) ACT ANAHEIM, $156,000 TOWARD BUILDING A BETTER FUTURE FOR THE YOUTH OF ANAHEIM; 2) OC VETERANS INITIATIVE, $375,000 TOWARD ASSESSMENT, REFERRAL, TRANSITION SUPPORT, HEALTH, AND CAREER ADVANCEMENT FOR VETERANS RETURNING TO OC; AND 3) OC OPPORTUNITY INITIATIVE, $869,000 TOWARD ENSURING IMMIGRANTS SUCCESSFULLY INTEGRATE INTO THE ECONOMIC AND CIVIC LIFE OF OUR COMMUNITY. THESE INITIATIVES ARE MUCH MORE THAN RESPONSIVE GRANT PROGRAMS. IN EACH OF THESE INITIATIVES, OCCF IS THE TRUSTED COMMUNITY PARTNER WITH THE RELATIONSHIPS TO BOTH ASSEMBLE AND LEVERAGE FUNDING RESOURCES, AND THE CAPACITY TO FACILITATE STRONGER PARTNERSHIPS BETWEEN NONPROFITS TO ACHIEVE COLLECTIVE IMPACT. WITH A RELATIVELY MODEST INVESTMENT OF OUR DISCRETIONARY GRANT FUNDS, OCCF LEVERAGED THE CONTRIBUTIONS OF A BROAD ARRAY OF DONORS AND FUNDERS TO MAGNIFY OUR COLLECTIVE IMPACT. IN ADDITION, OCCF CONTINUES TO SUPPORT LOCAL NONPROFITS THROUGH OC NONPROFIT CENTRAL, A PUBLICALLY AVAILABLE DATABASE OF OVER 500 NONPROFITS LOCATED IN OR SERVING ORANGE COUNTY.
FIELD OF INTEREST AND LEGACY IN ALIGNMENT WITH OUR MISSION TO FAITHFULLY STEWARD THE INTENTIONS OF OUR DONORS, OCCF MAINTAINS SEVERAL FIELD OF INTEREST AND LEGACY FUNDS THAT AWARD IN ARTS AND CULTURE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, SPECIAL NEEDS AND NONPROFIT CAPACITY BUILDING. TOTAL GRANTS MADE THROUGH A COMPETITIVE SELECTION PROCESS FROM UNRESTRICTED AND FIELD OF INTEREST FUNDS WERE $4,024,000. THIS INCLUDED $531,000 TO PROTECT ENDANGERED SPECIES AND $748,000 TO SUPPORT THE HEALTH, EDUCATION, AND SOCIAL WELFARE OF WOMEN IN ORANGE COUNTY.
DONOR ADVISED AND SCHOLARSHIP FUNDS CONTRIBUTIONS TO DONOR ADVISED FUNDS (ENDOWED AND NONENDOWED) WERE $111,007,000. GRANTS FROM DONOR ADVISED FUNDS WERE $90,868,000. OCCF ALSO HAS OVER 85 SCHOLARSHIP FUNDS THAT HELPED MORE THAN 500 STUDENTS WITH SCHOLARSHIPS TOTALING $3,262,000. OTHER GRANTING TOTALED$2,471,000. OCCF FACILITATES CUSTOMIZED PROGRAMS FOR DONORS WITH SPECIAL INTERESTS INCLUDING THE OC SOCIAL INNOVATION FUND AND THE ORANGE COUNTY PROMISE FUND. THIS YEAR WE ALSO PARTNERED ON FUNDING TO HELP PEOPLE IMPACTED BY THE PANDEMIC, WHICH INCLUDED THE ORANGE COUNTY COMMUNITY RESILIENCE FUND AND ORANGE COUNTY ARTS AND CULTURE RESILIENCE FUND. IN ADDITION WE ADMINISTER TWO COUNTYWIDE SCHOLARSHIP PROGRAMS: 1) THE HISPANIC EDUCATION ENDOWMENT FUND AND 2) THE AVID SCHOLARSHIP PROGRAM.
DISCRETIONARYIN ALIGNMENT WITH OUR MISSION TO CATALYZE SUSTAINABLE COMMUNITY IMPACT, OCCF CONTINUED TO DIRECT ITS DISCRETIONARY RESOURCES TOWARD MULTIPLE INITIATIVES: 1) ACT ANAHEIM, $156,000 TOWARD BUILDING A BETTER FUTURE FOR THE YOUTH OF ANAHEIM; 2) OC VETERANS INITIATIVE, $375,000 TOWARD ASSESSMENT, REFERRAL, TRANSITION SUPPORT, HEALTH, AND CAREER ADVANCEMENT FOR VETERANS RETURNING TO OC; AND 3) OC OPPORTUNITY INITIATIVE, $869,000 TOWARD ENSURING IMMIGRANTS SUCCESSFULLY INTEGRATE INTO THE ECONOMIC AND CIVIC LIFE OF OUR COMMUNITY. THESE INITIATIVES ARE MUCH MORE THAN RESPONSIVE GRANT PROGRAMS. IN EACH OF THESE INITIATIVES, OCCF IS THE TRUSTED COMMUNITY PARTNER WITH THE RELATIONSHIPS TO BOTH ASSEMBLE AND LEVERAGE FUNDING RESOURCES, AND THE CAPACITY TO FACILITATE STRONGER PARTNERSHIPS BETWEEN NONPROFITS TO ACHIEVE COLLECTIVE IMPACT. WITH A RELATIVELY MODEST INVESTMENT OF OUR DISCRETIONARY GRANT FUNDS, OCCF LEVERAGED THE CONTRIBUTIONS OF A BROAD ARRAY OF DONORS AND FUNDERS TO MAGNIFY OUR COLLECTIVE IMPACT. IN ADDITION, OCCF CONTINUES TO SUPPORT LOCAL NONPROFITS THROUGH OC NONPROFIT CENTRAL, A PUBLICALLY AVAILABLE DATABASE OF OVER 500 NONPROFITS LOCATED IN OR SERVING ORANGE COUNTY.
FIELD OF INTEREST AND LEGACY IN ALIGNMENT WITH OUR MISSION TO FAITHFULLY STEWARD THE INTENTIONS OF OUR DONORS, OCCF MAINTAINS SEVERAL FIELD OF INTEREST AND LEGACY FUNDS THAT AWARD IN ARTS AND CULTURE, EDUCATION, ENVIRONMENT, HEALTH, HUMAN SERVICES, SPECIAL NEEDS AND NONPROFIT CAPACITY BUILDING. TOTAL GRANTS MADE THROUGH A COMPETITIVE SELECTION PROCESS FROM UNRESTRICTED AND FIELD OF INTEREST FUNDS WERE $4,024,000. THIS INCLUDED $531,000 TO PROTECT ENDANGERED SPECIES AND $748,000 TO SUPPORT THE HEALTH, EDUCATION, AND SOCIAL WELFARE OF WOMEN IN ORANGE COUNTY.
DONOR ADVISED AND SCHOLARSHIP FUNDS CONTRIBUTIONS TO DONOR ADVISED FUNDS (ENDOWED AND NONENDOWED) WERE $111,007,000. GRANTS FROM DONOR ADVISED FUNDS WERE $90,868,000. OCCF ALSO HAS OVER 85 SCHOLARSHIP FUNDS THAT HELPED MORE THAN 500 STUDENTS WITH SCHOLARSHIPS TOTALING $3,262,000. OTHER GRANTING TOTALED$2,471,000. OCCF FACILITATES CUSTOMIZED PROGRAMS FOR DONORS WITH SPECIAL INTERESTS INCLUDING THE OC SOCIAL INNOVATION FUND AND THE ORANGE COUNTY PROMISE FUND. THIS YEAR WE ALSO PARTNERED ON FUNDING TO HELP PEOPLE IMPACTED BY THE PANDEMIC, WHICH INCLUDED THE ORANGE COUNTY COMMUNITY RESILIENCE FUND AND ORANGE COUNTY ARTS AND CULTURE RESILIENCE FUND. IN ADDITION WE ADMINISTER TWO COUNTYWIDE SCHOLARSHIP PROGRAMS: 1) THE HISPANIC EDUCATION ENDOWMENT FUND AND 2) THE AVID SCHOLARSHIP PROGRAM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Shelley Hoss President & CEO | Officer | 40 | $395,841 |
Tracy Branson Chief Financial Officer | Officer | 40 | $208,832 |
Mary Jacobson Thru 0120 Vice President Philanthropic Planning And External | 40 | $193,652 | |
Todd Hanson Vice President Center For Engaged Philanthropy | 40 | $192,811 | |
Cathleen Otero Vice President Donor Relations And Programs | 40 | $159,682 | |
Greg Cravens Controller | 40 | $133,002 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $198,205 |
| Related organizations | $22,553,171 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $117,810,095 |
| Noncash contributions included in lines 1a–1f | $42,872,405 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $140,561,471 |
| Total Program Service Revenue | $0 |
| Investment income | $3,131,264 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $39,408 |
| Net Gain/Loss on Asset Sales | -$1,683,315 |
| Net Income from Fundraising Events | -$90,659 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $141,757,091 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $96,271,852 |
| Grants and other assistance to domestic individuals. | $3,271,257 |
| Grants and other assistance to Foreign Orgs/Individuals | $2,480,855 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $911,323 |
| Compensation of current officers, directors, key employees. | $378,061 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,262,143 |
| Pension plan accruals and contributions | $83,905 |
| Other employee benefits | $232,293 |
| Payroll taxes | $210,842 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $52,443 |
| Fees for services: Accounting | $90,783 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $690,123 |
| Fees for services: Other | $167,470 |
| Advertising and promotion | $20,863 |
| Office expenses | $183,586 |
| Information technology | $184,898 |
| Royalties | $0 |
| Occupancy | $478,750 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $44,530 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $42,893 |
| Insurance | $12,800 |
| All other expenses | $0 |
| Total functional expenses | $108,548,508 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,183,764 |
| Savings and temporary cash investments | $84,212,817 |
| Pledges and grants receivable | $1,435,355 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $4,597,331 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $72,195 |
| Net Land, buildings, and equipment | $152,455 |
| Investments—publicly traded securities | $57,005,501 |
| Investments—other securities | $213,022,992 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $741,157 |
| Total assets | $365,423,567 |
| Accounts payable and accrued expenses | $548,663 |
| Grants payable | $15,644,500 |
| Deferred revenue | $6,665,105 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,167,500 |
| Total liabilities | $25,025,768 |
| Net assets without donor restrictions | $205,600,270 |
| Net assets with donor restrictions | $134,797,529 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $365,423,567 |
Grants Awarded
Over the last fiscal year, Orange County Community Foundation has awarded $188,759,658 in support to 1,684 organizations.
| Grant Recipient | Amount |
|---|---|
Long Beach, CA PURPOSE: HEALTH & WELLNESS | $15,000,000 |
Long Beach, CA PURPOSE: HEALTH & WELLNESS | $15,000,000 |
Newport Beach, CA PURPOSE: COMMUNITY IMPROVEMENT & DEVELOPMENT | $7,256,910 |
Newport Beach, CA PURPOSE: COMMUNITY IMPROVEMENT & DEVELOPMENT | $7,256,910 |
New York, NY PURPOSE: ENVIRONMENT & ANIMAL WELFARE | $6,000,000 |
New York, NY PURPOSE: ENVIRONMENT & ANIMAL WELFARE | $6,000,000 |
Grants Recieved
Over the last fiscal year, we have identified 22 grants that Orange County Community Foundation has recieved totaling $263,350.
| Awarding Organization | Amount |
|---|---|
Jewish Community Foundation Of Orange County Irvine, CA PURPOSE: DONATION | $138,000 |
H & H Lee Charitable Foundation Newport Beach, CA PURPOSE: SCHOLARSHIPS FOR AVID STUDENTS | $40,000 |
Goal Foundation Giving Opportunities For Advancement In L Glenbrook, NV PURPOSE: SUPPORT CHILDREN IN SPORTS AND EDUCATION | $25,000 |
Schoellerman Foundation Newport, CA PURPOSE: GENERAL SUPPORT | $20,650 |
J W And Sandra L Mitchell Foundation Aliso Viejo, CA PURPOSE: TO AID IN CHARITABLE ACTIVITIES | $11,100 |
J W And Sandra L Mitchell Foundation Aliso Viejo, CA PURPOSE: TO AID IN CHARITABLE ACTIVITIES | $11,100 |
Endowment Analysis
| Beg. Balance | $159,910,261 |
| Earnings | -$537,930 |
| Admin Expense | $1,578,504 |
| Net Contributions | $3,634,578 |
| Other Expense | $49,483 |
| Grants | $7,042,257 |
| Ending Balance | $154,336,665 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
California Community Foundation Los Angeles, CA | $1,735,264,630 | $440,080,131 |
Oregon Community Foundation Portland, OR | $2,274,086,320 | $232,236,926 |
Marin Community Foundation Novato, CA | $755,211,408 | $235,366,683 |
Orange County Community Foundation Newport Beach, CA | $365,423,567 | $141,757,091 |
The San Diego Foundation San Diego, CA | $1,065,212,876 | $147,340,158 |
East Bay Community Foundation Oakland, CA | $594,786,047 | $456,879,431 |
Arizona Community Foundation Phoenix, AZ | $711,496,623 | $106,808,500 |
Hawaii Community Foundation Honolulu, HI | $698,916,314 | $96,096,508 |
Mayors Fund For Los Angeles Los Angeles, CA | $19,032,406 | $59,026,330 |
Santa Barbara Foundation Santa Barbara, CA | $392,665,597 | $29,668,906 |
North Valley Community Foundation Chico, CA | $73,552,900 | $23,908,330 |
Community Foundation For Monterey County Monterey, CA | $291,001,254 | $36,184,059 |