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Orange Coast College Foundation

 2701 Fairview Road
 Costa Mesa, CA 92626
[P] (714) 432-5126
[F] (714) 432-5620
http://www.orangecoastcollege.edu/foundation/
[email protected]
Doug Bennett
FOUNDED: 1985
INCORPORATED: 1985
 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 33-0071349 00000

Summary


Mission StatementMORE »

The Mission of the Orange Coast College Foundation is to support the college by encouraging gifts of time, treasure and talent from alumni, campus stakeholders, and community members. This mission includes current and future students as well as reaching out to the community for mutually beneficial programs.

Mission Statement

The Mission of the Orange Coast College Foundation is to support the college by encouraging gifts of time, treasure and talent from alumni, campus stakeholders, and community members. This mission includes current and future students as well as reaching out to the community for mutually beneficial programs.


FinancialsMORE »

Fiscal Year 2019
Projected Expenses $305,300.00
Projected Revenue $2,400,000.00

ProgramsMORE »

  • The Planetarium at Orange Coast College and the Sailing and Seamanship Center

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 Mission of the Orange Coast College Foundation is to support the college by encouraging gifts of time, treasure and talent from alumni, campus stakeholders, and community members. This mission includes current and future students as well as reaching out to the community for mutually beneficial programs.


Background Statement

A 30-member volunteer Board of Directors consisting of 25 community members, four members of the college administration, a faculty representative, and the president of the college’s associated students oversee the activities and programs of the Foundation.

Since its founding in 1985, the Orange Coast College Foundation has received over $100 million that has been split almost equally between cash donations and in-kind gifts of property, boats and equipment. As of June, 2018 the Foundation had cash assets of over $23.5 million.

The OCC Foundation has dedicated its fundraising efforts towards supporting the students at Orange Coast College. These efforts include current and future students as well as reaching out to the community for mutually beneficial programs. The Foundation has awarded $24 million in scholarship dollars to over 8,600 students. The donors of the OCC Foundation have provided a breadth and depth of contributions supporting students and the surrounding community across the curriculum spectrum: allied health, athletic fields, science, literacy, library, computer centers, and on the water front. All of these generous donations reflect the vast array of opportunities available here at the Orange Coast College campus.


Impact Statement

As California’s system of public higher education battles through tough financial cycles and innovative changes, OCC students need your philanthropic support more than ever.

For the Orange Coast College Foundation to continue to change the lives for our students, we continually need donations of time, talent, money and property. Our donors support for scholarships, the performing arts, athletics, the library and countless other programs and activities across the campus is needed now more than ever. The combined gifts of our generous donors who include community members, retired and current faculty and staff, local companies, family foundations and service clubs help us meet the ongoing and now increased needs of our students.


Needs Statement

The Orange Coast College Foundation has a legacy of successful capital campaigns to fund facilities, buildings and scholarships for the students. The need for updated and upgraded facilities remains and the Foundation continues with its commitment to fulfill these. Currently we have 2 Campaigns underway:
$10 million to endow the new, state of the art Planetarium on campus for students of all ages (pre-school through ‘well past school’ ages) that is currently under construction. The planned opening to the public is winter, 2019. The new planetarium is slated to break ground the summer of 2015. The endowment will provide the resources to provide the programs running inside the theater as well as the interactive science exhibit hall.
New Marine Science Training Center and Bridge (date and costs to be determined) at the School of Sailing & Seamanship.
A new initiative by the foundation is supporting the expansion of the food pantry on campus. We found many students at OCC suffer from food insecurities, so we have established an annual goal of $20,000 to supplement the partnership resources of the Second Harvest Food Bank and the OC Food Bank.


CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

Donors can write a check, payable to OCC Foundation and mailed to:OCC Foundation 2701 Fairview RoadCosta Mesa, CA 92626Donors can also call the office and provide a credit card or arrange for pick up of in-kind donations: 714-432-5126.   We have an online donation form as well: https://interland3.donorperfect.net/weblink/weblink.aspx?name=occf&id=1 

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
West Orange County
Central Orange County
Orange County, CA and most especially the cities of Costa Mesa, Huntington Beach, Newport Beach, Fountain Valley, Seal Beach, Westminster, Garden Grove, Santa Ana, Irvine and Tustin.

Organization Categories

  1. Education - Two-Year Colleges
  2. Education - Higher Education
  3. Education - Universities

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Programs


The Planetarium at Orange Coast College and the Sailing and Seamanship Center

The Orange Coast College Foundation's current programs include the endowment campaign for the State of the Art Planetarium that has broken ground the summer of 2016. We have set the amount needed for the endowment at $5 Million. The campaign has raised over $1.6 million to date. Students in Orange County school districts who experience the planetarium will be given the chance to experience core STEM concepts through exhibits that are engaging and fun. College courses will be offered to students by OCC faculty, and members of the community will have the opportunity to attend shows, lectures and exhibits throughout the year. The endowment will fund the programs, the interactive and innovative learning experiences that engage, inspire, and illuminate students of all ages that only this planetarium can provide.

The Orange Coast College School of Sailing and Seamanship is another major focus of the Foundation. Operating the largest public sailing program in the United States the school offers a wide range of non-credit sailing classes and adventures. The program is funded entirely through class fees, revenue from the sale of donated boats, and other private gifts. 

The program is breaking ground on the extension of classrooms as well additional parking in the Summer of 2017. 
 

 

Budget  $5,000,000.00
Category  Science & Technology, General/Other Astronomy & Astrophysics
Population Served K-12 (5-19 years) Families
Program Short-Term Success  The building itself is already funded through a bond measure (M) passed.  The Endowment will focus on the ongoing investment this type of building and interactive-hands on learning this requires.  Students in Orange County school districts who experience the planetarium will be given the chance to experience core STEM concepts through exhibits that are engaging and fun. College courses will be offered to students by OCC faculty, and members of the community will have the opportunity to attend shows, lectures and exhibits throughout the year.  The K-12 community will be coordinated through Orange County Department of Education's Inside the Outdoors and other partnerships are underway. 
Program Long-Term Success  Raised over $ 10 million in cash and in-kind gifts for the support of activities and programs benefiting students of Orange Coast College.
Program Success Monitored By  The success of the programs of the Planetarium at Orange Coast College will be measured by total number of students served, community attending shows and participating in the hands on exhibits, as well as our own students learning via classroom measurements.
Examples of Program Success  We will be tracking the number of students' served (K-12) the number of community and public members served via ticket sales, coordinated classroom presentations, and scheduling events.

Management


CEO/Executive Director Douglas Bennett
CEO Term Start Jan 1986
CEO Email [email protected]
CEO Experience Doug Bennett has been the Executive Director of the Orange Coast College Foundation since 1986. He was promoted in 2012 to the Senior Director of Institutional Advancement. He is a graduate of California State University in Fullerton and received his master's in 2011 from Concordia University. Doug has provided leadership for the growth of the Orange Coast College Foundation into one of the largest California community college foundations

Former CEOs and Terms

Name Start End
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Senior Staff

Name Title Experience/Biography
Rene Kinn Staff/Controller Rene has been with the Orange Coast College Foundation since 2001 as its controller and staff assistant.  Prior to that she worked as an accountant assistant in the Bursar's office.
Elizabeth Dorn Parker Foundation Specialist Elizabeth, Liz, has been with the OCC Foundation for 4 years.  She provides support for alumni affairs, writes grants, organizes events, and coordinates the support for various programs, divisions and teams of campus and is a development specialist.  In addition, she helps to coordinate community outreach for the Foundation.  She received her undergraduate degree from UCLA and her masters in Public Administration form Cal State University Fullerton.
Sean Wellengard Foundation Staff Aide --

Awards

Award Awarding Organization Year
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Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 3
Number of Part Time Staff 0
Number of Volunteers 21
Number of Contract Staff 0
Staff Retention Rate % 100%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: 1
Caucasian: 2
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: 2
Male: 1
Not Specified --

Plans & Policies

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

Risk Management Provisions

Nondiscrimination Policy Yes
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 Bill Wood
Board Chair Company Affiliation Community Volunteer
Board Chair Term July 2017 - June 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term July 2014 - June 2015

Board Members

Name Company Affiliations Status
Kevin Ballinger Vice President, Orange Coast College Exofficio
Mary Lynn Bergman-Rallis Community Volunteer Voting
Kristin Clark, Ed.D. Vice President, Orange Coast College Exofficio
Dave Cline Fluid Research Voting
Robert Dees President Emeritus Exofficio
Blade Gillissen Faculty, Orange Coast College Voting
Dave Grant President Emeritus Orange Coast College Voting
Dennis Harkins, Ph.D. President, Orange Coast College Exofficio
Marc Harper, CPA, JD CEO, West Family Holdings Voting
Rush Hill, II Retired Voting
Jeff Hyder Vice President, Simple Green Voting
Shana Jenkins President, OCC Alumni & Friends Exofficio
Douglas Meece Vice President, Morgan Stanley Smith Barney Voting
A. Patrick Munoz Rutan and Tucker --
Rich Pagel, Ed.D. Vice President, Orange Coast College --
Gwyn Perry, M.D. Hoag Hospital Voting
Richard Porras Area V.P., External Affairs, AT & T Voting
Jerrel Richards Retired Dean, OCC Voting
Janet Ronnenberg Community Volunteer Voting
Derek Sabori Volcom Voting
Julie Simer Buchalter Nemer Voting
Jeff Teller TelPhil Industries Voting
Nancy Timmons President, Friends of the Library Exofficio
Bill Wood Community Volunteer Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 0
Caucasian: 21
Hispanic/Latino: 2
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 6
Male: 17
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 0
Board Meeting Attendance % 90%
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions 20%
Board Orientation No

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 July 01, 2018 to June 30, 2019
Projected Revenue $2,400,000.00
Projected Expenses $305,300.00
Form 990s

2017 From 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 Form 990

Audit Documents

2016 Foundation Audit Report

2015 foundation audit report

2014 Foundation Audit Report

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $8,155,377 $7,345,699 $3,287,527
Total Expenses $4,388,971 $3,546,840 $3,688,049

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$3,657,781 $2,172,575 $3,048,770
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $0
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $58,510 $110,011 $87,025
Investment Income, Net of Losses $568,217 $-1,410 $315,979
Membership Dues -- -- $0
Special Events -- $29,882 $1,332
Revenue In-Kind $3,810,797 $4,976,012 $1,665,742
Other $60,072 $58,629 $20,315

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $4,236,568 $3,426,174 $3,537,141
Administration Expense $152,403 $120,666 $149,550
Fundraising Expense -- -- $1,358
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 1.86 2.07 0.89
Program Expense/Total Expenses 97% 97% 96%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $28,272,440 $23,115,234 $19,483,499
Current Assets $2,260,297 $1,692,019 $597,864
Long-Term Liabilities $250,000 -- $110,000
Current Liabilities $148,822 $99,215 $51,681
Total Net Assets $27,873,618 $23,016,019 $19,321,818

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 15.19 17.05 11.57

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 1% 0% 1%
Endowment Value $19.00
Spending Policy Percentage
Percentage(If selected) 5%
Are you currently in a Capital Campaign? No
Capital Campaign Purpose The College has funded a new state of the art Planetarium. The Orange Coast College Foundation has undertaken a capital campaign to complete the ‘finishing’ learning details that the Planetarium will provide. This includes the initial exhibit space and displays that will require ongoing updates and changes. In addition, there are plans to include the exterior space surrounding the building as well as around the entire campus to tie back into the Planetarium.
Campaign Goal $1,850,000.00
Capital Campaign Dates Jan 2008 - Dec 2019
Capital Campaign Raised-to-Date Amount $995,000.00
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

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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.

Documents


Other Documents

Annual Report (2010)

Orange Coast College Magazine (2015)

No Other Documents currently available.