ORANGE COUNTY COMMUNITY FOUNDATION

EIN: 330378778 501(c)(3) Philanthropy & Grantmaking

IRVINE, CA

Total Revenue
$167,906,641
Total Expenses
$94,966,139
Total Assets
$688,161,320
Net Assets
$658,902,562
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
CA
Principal Officer
SHELLEY HOSS
Phone
9495534202
Tax Period
2023-07-01 to 2024-06-30

ORANGE COUNTY COMMUNITY FOUNDATION, founded in 1989, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $167.9M in total revenue in fiscal year 2023. The organization ran a surplus of $72.9M, a strong 43% operating margin.

Mission

TRANSFORMING OUR COMMUNITY'S HEARTFELT INTENTION INTO GREATER IMPACT FOR GOOD.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $160,195,925
Program Service Revenue $0
Investment Income $7,941,154
Other Revenue $-230,438
TOTAL REVENUE $167,906,641

Expense Breakdown

Grants Paid $85,984,419
Salaries & Benefits $4,707,810
Fundraising Expenses $1,328,736
Program Expenses $89,345,165
Other Expenses $4,273,910
TOTAL EXPENSES $94,966,139

Year-over-Year Comparison

2023 2022 Change
Revenue $167,906,641 $166,637,065 +0.0%
Expenses $94,966,139 $110,872,689 -0.1%
Net Income $72,940,502 $55,764,376 +0.3%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
39
Volunteers
100

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✓ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$1,321,808
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RACHID CHAMTIEH CHAIR (AS OF 9/20/23) 2.00
Officer Director
$0 $0 $0
JOHN WILLIAMS VICE CHAIR & SECRETARY 1.00
Officer Director
$0 $0 $0
DAN BOLAR PAST CHAIR 0.50
Officer Director
$0 $0 $0
HERBERT BEDOLFE BOARD MEMBER (THRU 09/20/23) 0.50
Director
$0 $0 $0
RESHMA BLOCK BOARD MEMBER (THRU 09/20/23) 0.50
Director
$0 $0 $0
ANNA CABRAL BOARD MEMBER (AS OF 03/20/24) 0.50
Director
$0 $0 $0
DEANNA COLGLAZIER BOARD MEMBER (THRU 09/20/23) 0.50
Director
$0 $0 $0
KATE DUCHENE FINANCE CHAIR 0.50
Director
$0 $0 $0
PAUL KAGOO BOARD MEMBER 0.50
Director
$0 $0 $0
JOANNA KONG BOARD MEMBER 0.50
Director
$0 $0 $0
DR MARIA MINON BOARD MEMBER 0.50
Director
$0 $0 $0
KRISTEN MONSON BOARD MEMBER 0.50
Director
$0 $0 $0
TAM NGUYEN BOARD MEMBER (AS OF 03/20/24) 0.50
Director
$0 $0 $0
ARNOLD PINKSTON BOARD MEMBER 0.50
Director
$0 $0 $0
GADDI VASQUEZ BOARD MEMBER 0.50
Director
$0 $0 $0
FRAM VIRJEE BOARD MEMBER (AS OF 03/20/24) 0.50
Director
$0 $0 $0
PAUL WESTHEAD BOARD MEMBER 0.50
Director
$0 $0 $0
BOB WHALEN BOARD MEMBER 0.50
Director
$0 $0 $0
SHELLEY HOSS CHIEF EXECUTIVE OFFICER 40.00
Officer
$446,829 $74,850 $521,679
TAMMY TUMBLING PRESIDENT 40.00
Officer
$281,619 $27,288 $308,907
TRACY BRANSON CHIEF FINANCIAL OFFICER 40.00
Officer
$231,843 $35,191 $267,034
CATHLEEN OTERO CHIEF OPERATING OFFICER 40.00
Officer
$195,863 $28,325 $224,188
MARGITA BLATTNER SR. DIRECTOR PHILANTHROPIC STRATEGY 40.00
Highest
$177,779 $26,798 $204,577
GREG CRAVENS CONTROLLER 40.00
Highest
$157,960 $31,150 $189,110
NICOLE PERRY ACCOUNTING MANAGER 40.00
Highest
$128,398 $6,503 $134,901
CAROL FERGUSON SR. DIRECTOR, DONOR & COMMUNITY ENGAGEMENT 40.00
Highest
$113,335 $25,933 $139,268
MONICA SEELY SR. DIRECTOR, MARKETING AND COMMUNICATIONS 40.00
Highest
$124,031 $24,037 $148,068
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $167,906,641 $94,966,139 $688,161,320 $72,940,502
2023 $166,637,065 $110,872,689 $567,674,947 $55,764,376
2022 $121,228,987 $83,265,675 $472,269,104 $37,963,312
2021 $112,983,825 $104,997,634 $457,446,426 $7,986,191
2020 $141,757,091 $108,548,508 $365,423,567 $33,208,583
2019 $90,583,726 $78,807,701 $329,675,877 $11,776,025
2018 $94,808,676 $84,680,327 $307,718,762 $10,128,349
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