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Carrington Charitable Foundation

 25 ENTERPRISE 5TH FL
 ALISO VIEJO, CA 92656
[P] (203) 6616186
[F] --
https://carringtoncf.org/
[email protected]
Shelly Lawrence
FOUNDED: --
INCORPORATED: 2010
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 27-2073758 00000

Summary


Mission StatementMORE »

The Carrington Charitable Foundation supports Veterans returning from the post-9/11 conflict battlefields through  Signature Programs focused on providing Mobility, Stability, Purpose and Prosperity. Through these programs, CCF honors the sacrifices of our nation’s servicemen and women who have dedicated their lives to protecting our country’s freedom.

Mission Statement

The Carrington Charitable Foundation supports Veterans returning from the post-9/11 conflict battlefields through  Signature Programs focused on providing Mobility, Stability, Purpose and Prosperity. Through these programs, CCF honors the sacrifices of our nation’s servicemen and women who have dedicated their lives to protecting our country’s freedom.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $2,480,000.00
Projected Revenue $2,525,000.00

ProgramsMORE »

  • Mobility
  • Stability
  • Purpose
  • Prosperity

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

The Carrington Charitable Foundation supports Veterans returning from the post-9/11 conflict battlefields through  Signature Programs focused on providing Mobility, Stability, Purpose and Prosperity. Through these programs, CCF honors the sacrifices of our nation’s servicemen and women who have dedicated their lives to protecting our country’s freedom.

Background Statement

In 2003, Bruce Rose & Rosemary Rose founded predecessors to The Carrington Companies. Soon, Carrington realized that creating successful businesses that encompass nearly all aspects of single family residential real estate transactions in the United States was not enough. Carrington was emboldened to do more, so Carrington Charitable Foundation (CCF) was created to support nonprofit organizations and communities across the United States through causes that reflect the interests of Carrington leaders and employees, who are collectively known as our “Associates.”

Since its inception, The Carrington Companies have enjoyed extraordinary growth. That growth has also created opportunity for CCF to inspire even greater contributions from our Associates, donors and philanthropic partners to the causes that inspire us.


Impact Statement

Carrington Charitable Foundation’s (CCF) Veteran-focused Signature Programs offer diverse support for Veterans by providing the Mobility, Stability, Purpose, and Prosperity these Heroes need and deserve.

· Mobility – CCF’s ongoing support of the Veteran’s Airlift Command (VAC) helps to provide free private air transportation for wounded Veterans and their families, easing the burden of travel for medical, work and compassion reasons.

· Stability – Through CCF’s Carrington House, we provide custom, adaptive housing for post-9/11 combat wounded Veterans enabling them to regain independence in their own homes. This is accomplished by repairing, renovating or constructing a home tailored to the specific needs of each Veteran and their family.

· Purpose – By supporting other like-minded non-profits, CCF provides resources to improve the mental health of Veterans transitioning from military service life to a civilian lifestyle.

· Prosperity – Addressing the employment rate of Veterans, CCF assists Veterans who are transitioning out of military service life into a civilian life, by supporting Veteran entrepreneurship opportunities and programs that teach interviewing skills, resume assistance and aid Veterans in applying skills they learned during their service life to the civilian workforce.


Needs Statement

According to the Pew Research Center, one out of every ten Veterans alive today was seriously injured at some point while serving in the military, and three-quarters of those injuries occurred in combat. About half of seriously injured Veterans report difficulties returning to civilian life and are less likely to hold full time jobs. The Carrington Charitable Foundation has created detailed programs and a community of citizens to address these problems and to help alleviate them. While, the programs provided by the Carrington Charitable Foundation span across the continental United States, it is headquartered in Aliso Viejo, California. Maintaining our headquarters in Southern California in the same space at the Carrington Companies, allows for the Foundation to utilize the resources maintained by the company, such as Carrington Construction that helps CCF build homes for wounded veterans, and the large pool of Carrington Employees that participate in our volunteer events and activities. Using the resources of the Carrington Companies, CCF is able to develop relationships with local nonprofits that are providing services that reflect the vision of our four pillars and thus reach a broader audience of Veterans that may be in need of the support services we provide. Additionally, California has more military bases than most states (32 total with over 20 in the Southern part of the state) which is ideal for community outreach. CCF makes periodic visits to military bases to connect with Active Duty personnel and their families to learn more about what their needs are post-service.
CCF has a long waiting list of veterans that are in need of custom adaptive homes as well as other services CCF provides. Every dollar raised by CCF directly supports our projects and programs.

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

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Geographic Area Served

South Orange County
Central Orange County
North Orange County
West Orange County
CCF’s support of the Veterans Airlift Command enabled them to transport over 15,000 veteran passengers since our involvement began in 2010.
21 Homes were completed across the US, including CA, TX, MD, MN, ME, NC and WV.
2 More Homes are scheduled to be completed by the end of Q1 2019.
CCF’s support of the Travis Mills Foundation in 2018 helped offset the cost of a retreat for 238 combat wounded Veterans and their families.
CCF funding supported 194 graduates from The Honor Foundation program designed to prepare Veterans of US Special Operations Forces for transitional readiness.

Organization Categories

  1. Human Services - Alliances & Advocacy
  2. -
  3. -

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Programs


Mobility

MOBILITY : Veterans Airlift Command is a beneficiary of CCF, which provides free, private air transportation for wounded Veterans and their families. To date, CCF (in partnership with Carrington Aviation) has enabled over 200 Veteran passengers and their families on domestic trips throughout the US and is the VAC's top financial donor.
Budget  $200,000
Category  Human Services, General/Other Human Services, General/Other
Population Served Military/Veterans
Program Short-Term Success  To date, CCF has completed more than 150 VAC missions, flown nearly 900 passengers and is the top flight and financial donor of the VAC.
Program Long-Term Success 
Understanding the importance of family during the road to recovery, the Veterans Airlift Command brings injured soldiers and their families together in a time of great emotional and physical distress. The VAC unites combat wounded dealing with devastating injuries and long-term hospitalizations in facilities that may be hundreds of miles away from their families by providing air transportation for their families to travel to the medical facilities where Veterans are receiving treatment.

Many aircraft owners who volunteer are also pilots who welcome the opportunity to perform this valuable service. Some owners come from military backgrounds themselves, while others are seasoned aviators or simply passionate about flying. But they all have one thing in common: the desire to serve those who have served us.

The Carrington Charitable Foundation (CCF) and the VAC have maintained a close relationship with one goal: helping our wounded Heroes return home. To date, CCF has completed more than 150 VAC missions, flown nearly 900 passengers and is the top flight and financial donor of the VAC.

The VAC also transports Veterans to different treatment centers if they require specialized medical attention, or to events like the New York or Boston marathons, where many Veterans compete as part of their rehabilitation. VAC has often been honored to bring wounded Veterans home for the very first time following their injuries. To the VAC, taking care of wounded troops is a priority and a step forward in paying back the enormous debt owed to these heroes.

More than 97 percent of total in-kind donations and funds raised by the VAC throughout the year go directly to the cause, with the remaining funds used for administrative purposes. 

Program Success Monitored By 
Veterans Airlift Command Staff 
CCF Executive Director of Community Relations 
Examples of Program Success  --

Stability

STABILITY: Carrington House focuses on providing specialized custom, adaptive housing for wounded Veterans who have sacrificed significantly to protect our country and its freedoms. 
Budget  $1,000,000
Category  Housing, General/Other Housing, General/Other
Population Served Military/Veterans
Program Short-Term Success  CCF currently has three home projects in progress set for completion in late 2019 or early 2020. 
Program Long-Term Success  CCF has completed 23 homes since 2010. 
Program Success Monitored By 
Carrington Construction
CCF Executive Director of Community Relations 
Examples of Program Success  --

Purpose

PURPOSE is focused on a Veteran’s struggle while returning home from service and transitioning to a civilian life. A Veteran can often begin to feel useless or unnecessary, rendering a feeling of a loss of purpose. CCF supports the operating budget of the Travis Mills Foundation, a retreat for wounded Veterans and their families to help return a sense of normalcy after traumatic injuries.
The Travis Mills Foundation supports post 9/11 recalibrated veterans and their families through long-term programs that help these heroic men and women overcome physical obstacles, strengthen their families, and provide well-deserved rest and relaxation.
TMF supports these veterans through a nationally recognized retreat located in the Belgrade Lakes Region of Maine. Veteran families who have been injured in active duty or as a result of their service to our nation receive an all-inclusive, all-expenses paid, barrier-free vacation in Maine where they participate in adaptive activities, bond with other veteran families, and enjoy much-needed rest and relaxation in Maine’s outdoors.
Budget  $500,000
Category  Human Services, General/Other Human Services, General/Other
Population Served Military/Veterans
Program Short-Term Success  In 2018 Travis Mills Foundation hosted 16 weeks of programming. This year, they are on track to exceed that by hosting 24 weeks of programming for veterans and their families. CCF’s support of the Travis Mills Foundation in 2018 helped offset the cost of a retreat for 238 combat wounded Veterans and their families.
Program Long-Term Success  The Travis Mills Foundation has served 210 families from 46 states since 2017. 
Program Success Monitored By 
Travis Mills Foundation Staff
CCF Executive Director of Community Relations  
Examples of Program Success  --

Prosperity

PROSPERITY assists Veterans returning home from service who struggle to find a job, keep a job, find something they want to do or apply the skills they learned in their military life to the civilian world. CCF assists Veterans during their transition back to civilian life by supporting and providing opportunities with other like-minded nonprofits, such as The Honor Foundation, and supporting independent Veteran entrepreneurship opportunities.
Budget  $100,000
Category  Human Services, General/Other Human Services, General/Other
Population Served Military/Veterans
Program Short-Term Success  In 2019, CCF is joining other like-minded organizations that have veteran support programs in order further the successful transition of wounded veterans to civilian life. 
Program Long-Term Success  CCF funding supported 194 graduates from The Honor Foundation program designed to prepare Veterans of US Special Operations Forces for transitional readiness.
Program Success Monitored By  Executive Director of Community Relations
Examples of Program Success  --

Management


CEO/Executive Director Shelly Lawrence
CEO Term Start --
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
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Awards

Award Awarding Organization Year
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Affiliations

Affiliation Year
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External Assessments and Accreditations

External Assessment or Accreditation Year
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Collaborations

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Staff Information

Number of Full Time Staff 2
Number of Part Time Staff 0
Number of Volunteers 75
Number of Contract Staff 0
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

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

Plans & Policies

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

Risk Management Provisions

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

Reporting and Evaluations

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

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Rosemary Rose
Board Chair Company Affiliation --
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Lorna Gordon Board Member -- Voting
Lori Grigg Board Member -- Voting
Rosemary Rose Chairman of the Board -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
Mr. Walt Fricke Veterans Airlift Command Voting
Mr. Dave Gordon The Carrington Companies Voting
Mr. Wes Iseley Carrington Mortgage Services Voting
Mr. Curt Johnson First American Title (Ret.) Voting
Mr. Pat Persichini CopleyWest Voting
Mr. Steven Posner Putnam Leasing Voting
Mr. Bruce Rose The Carrington Companies Voting
Mr. Benjamin Rubin Orthopedic Specialty Institute Voting
Mr. Jon Van Gorp Mayer Brown Voting

Board Demographics

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

Board Information

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

CEO Comments

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Foundation Comments

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Standing Committees

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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 $2,525,000.00
Projected Expenses $2,480,000.00
Form 990s

2017 CCF 990

2016 CCF 990

2015 CCF 990

2014 Form 990

Audit Documents

2017 CCF Audit

2016 CCF Audit

2015 CCF Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $1,693,682 $2,039,701 $1,985,732
Total Expenses $2,447,986 $1,312,597 $944,911

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$442,356 $595,183 $1,015,574
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $0 $0
Individual Contributions -- -- --
Indirect Public Support -- $0 $0
Earned Revenue $6,000 $7,950 $6,000
Investment Income, Net of Losses $2 $0 $0
Membership Dues -- $0 $0
Special Events $1,238,367 $1,436,568 $964,653
Revenue In-Kind -- $130,883 $682,274
Other $6,957 $779,527 $865,016

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $2,382,967 $1,226,830 $882,149
Administration Expense $23,680 $46,566 $35,129
Fundraising Expense $41,339 $39,201 $27,633
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 0.69 1.55 2.10
Program Expense/Total Expenses 97% 93% 93%
Fundraising Expense/Contributed Revenue 2% 2% 1%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $3,317,103 $4,193,151 $3,284,858
Current Assets $2,938,565 $3,588,033 $2,683,697
Long-Term Liabilities -- $0 $0
Current Liabilities $297,096 $417,040 $233,351
Total Net Assets $3,020,007 $3,776,111 $3,051,507

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 9.89 8.60 11.50

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value --
Spending Policy --
Percentage(If selected) --
Are you currently in a Capital Campaign? --
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

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Foundation Comments

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Documents


Other Documents

No Other Documents currently available.