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Orange County Community Foundation

 4041 MacArthur Blvd., #510
 Newport Beach, CA 92660
[P] (949) 553-4202
[F] (949) 553-4211
www.oc-cf.org
www.ocnonprofitcentral.org
[email protected]
Todd Hanson
FOUNDED: 1989
INCORPORATED: 1989
 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 33-0378778 00000

Summary


Mission StatementMORE »

We inspire a passion for lifelong philanthropy, faithfully steward the intentions of our donors and catalyze sustainable community impact.

Mission Statement

We inspire a passion for lifelong philanthropy, faithfully steward the intentions of our donors and catalyze sustainable community impact.


FinancialsMORE »

Fiscal Year 2017
Projected Expenses $4,026,123.00
Projected Revenue $3,958,307.00

ProgramsMORE »

  • Field of Interest Granting
  • Donor Advised Granting
  • Scholarship Program

Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

We inspire a passion for lifelong philanthropy, faithfully steward the intentions of our donors and catalyze sustainable community impact.


Background Statement

The Orange County Community Foundation connects donors and nonprofit organizations working toward a common goal: to improve the quality of life for our community. Our service-driven approach drives every action and decision. Simply stated, we make it easy for donors to grant effective and enduring gifts to the causes closest to their hearts. In addition, we partner with nonprofit organizations serving our community, and professional advisors who are advising their clients on tax and estate plans. Since 1989, we have granted more than $425 million to meet community needs here in Orange County, across the nation, and around the world.

Impact Statement

It has been a momentous year for the Orange County Community Foundation. OCCF is home to more than 500 charitable funds benefiting a wide range of causes. Annual contributions reached $82 million and we awarded $60 million in grants to nonprofits making an impact locally, nationally and around the world. OCCF has now granted more than $425 million since our inception. The generosity and passion of the people of Orange County have made OCCF the 7th most active grant-makers among U.S. community foundations.
 
OCCF continues to expand our work in the community with several initiatives including:
  1. ACT Anaheim  - A robust community partnership that is changing the lives of Anaheim youth and charting a course for its next generation of leaders.
  2. The OC Opportunity Initiative came together to ensure that Orange County seizes immediate opportunities to uplift every sector of our community. By ensuring the full participation of our immigrant communities, Orange County will see positive health and educational outcomes for all residents while strengthening the social and cultural fabric of our community.
  3. The Orange County Veterans Initiative is aligning donors, businesses and community leaders to address critical needs for veterans and their families transitioning out of the military back to civilian life in Orange County.
  4. Our OC Nonprofit Central database continues to be an incredible tool to be able to connect hope and help. A first-of-its-kind online resource designed to inform, inspire and engage local donors and volunteers, the OC Nonprofit Central database launched in July 2013 with in-depth information on 165 Orange County nonprofit organizations. There are currently more than 500 nonprofit profiles published on OC Nonprofit Central.  With a few simple clicks, OC Nonprofit Central helps donors connect with the causes they care about most.
 

Needs Statement

 At the Orange County Community Foundation, we look for opportunities to lead and for leaders who make great partners. We invite you to join us by lending your ideas, experience, time, or resources to make a lasting impact on our community.

Take a look at our work in progress and see what inspires you!

  • ACT Anaheim is a collaborative response to the needs of youth facing poverty, academic challenges, and limited opportunities in Orange County’s hidden urban core. We’ve convened community partners and local nonprofits in a collective impact model to change the future for thousands of Anaheim youth. Read more about ACT Anaheim and become a partner in this important work!
  • The OC Veterans Initiative addresses the issues facing veterans returning home from service. Our goal is to help Orange County veterans achieve a successful transition from military service to a civilian life that offers steady employment, stable housing, and security promising a future for them and their families. 
  • OCCF super-charged local philanthropy through the second annual iheartoc Giving Day April 27-28, 2016. As a community we raised more than $3.25 million in support of the exemplary work of local nonprofits. Our goal was to inspire Orange County to give where your heart lives for 30 hours on iheartoc.org. With contributions of $1.8 million in 2015, the two-year iheartoc Giving Day total exceeds $5 million. Thank you for showing your love, Orange County! Learn more at iheartoc.org.
  • The contributions of generations of immigrants have shaped Orange County throughout our history, and our future depends on successfully incorporating the skills and talents of our diverse communities. The OC Opportunity Initiative helps immigrants realize their full potential through outreach, education and legal services to ensure their full participation in the economic and civic life of our county. Learn more about the OC Opportunity Initiative
  • Our OC Nonprofit Central website shares information on hundreds of local nonprofits working in the areas of human services, education, the environment, veterans services, health and wellness, arts and culture, and youth development. To learn all you need to know, visit Nonprofit Central.

CEO Statement

At the Orange County Community Foundation, we believe in the power of philanthropy to unlock the potential of all who call our county home.

Why? Because we have the unique privilege of working with the best hearts and minds in Orange County, from passionate philanthropists to visionary CEOs to innovative nonprofit leaders fearlessly tackling the toughest and most entrenched challenges in our community.

Driven by compassion and generosity, they are compelled to make a difference. To lighten a neighbor’s load. To ease the burdens of those struggling for basic survival. To instill hope for children and families living in the margins.

The Orange County Community Foundation is honored to play our part in this story. As a steward of donors’ philanthropic visions and their resources, a trusted partner and leader of a growing body of community leadership work, and as a resource for nonprofits working relentlessly in pursuit of their valiant missions, we add our voice to the chorus of hope, of inspiration, and of love for our community.

We witness the transforming power of inspired, thoughtful and well-directed philanthropy every day.

Thank you for being part of our story and for letting us be part of yours.
 
Doug Holte, Board Chair and Shelley Hoss, President

 


Board Chair Statement

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Other Ways to Donate/Volunteer

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Geographic Area Served

Central Orange County
South Orange County
West Orange County
North Orange County
Our mission is to encourage, support and facilitate philanthropy in Orange County (California).  We make grants locally, nationally and internationally.

Organization Categories

  1. Philanthropy,Voluntarism & Grantmaking Foundations - Community Foundations
  2. Human Services -
  3. Community Improvement, Capacity Building -

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Programs


Field of Interest Granting

Through our field of interest grant programs, we provide assistance to programs and organizations in Orange County that support a variety of fields: the arts, local culture, the environment, education, health and human services and youth development. Our grant programs are the result of income generated by our unrestricted, field-of-interest endowment and legacy funds.
Budget  $1,000,000.00
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Comprehensive Grantmaking
Population Served Families At-Risk Populations Children and Youth (0 - 19 years)
Program Short-Term Success 
The Foundation has been able to infuse approximately $1,000,000 per year into local nonprofits to help them build capacity, improve operations and provide needed services in Orange County.
Program Long-Term Success  Through our board discretionary granting we have helped Orange County nonprofits to build capacity, improve operations and provide needed services in our county.
Program Success Monitored By  Each of our competitive grant programs requires a report that demonstrates how the funds were used; how the organizations did with meeting their objectives; challenges they faced etc... These reports are reviewed before new RFPs are made available. If we find that an organization struggled, we will meet or visit with them to dig deeper into any issues that they might be facing.
Examples of Program Success 

OCCF super-charged local philanthropy through the second annual iheartoc Giving Day April 27-28, 2016. As a community we raised more than $3.25 million in support of the exemplary work of local nonprofits. Our goal was to inspire Orange County to give where your heart lives for 30 hours on iheartoc.org. With contributions of $1.8 million in 2015, the two-year iheartoc Giving Day total exceeds $5 million. Thank you for showing your love, Orange County! Learn more at iheartoc.org.


Donor Advised Granting

The majority of OCCF's $57 million granting was through donor advised funds. These grants were donor initiated and helped organizations in Orange County, throughout the nation and internationally.
Budget  $57,000,000.00
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Comprehensive Grantmaking
Population Served Families At-Risk Populations Children and Youth (0 - 19 years)
Program Short-Term Success 
In our last fiscal year, OCCF granted $57 million through donor advised funds to local, national and international nonprofit organizations.
Program Long-Term Success 
OCCF has granted more than $425 million since our inception. The generosity and passion of the people of Orange County have made OCCF the 7th most active grant-makers among U.S. community foundations.
Program Success Monitored By 
Grantees report back on their successes through direct communication with our donors and/or annual reporting if desired by the donor.  Donor Stewardship is a high priority for the Orange County Community Foundation.  We work with nonprofits to ensure that they are providing meaningful stewardship to our donors.
Examples of Program Success 
ONE MAN'S CRUSADE TO END FATAL LUNG DISEASE:
If you’ve never heard of pulmonary fibrosis (PF), you’re not alone. This deadly respiratory illness claims 40,000 lives a year – as many as breast cancer – but with virtually no public awareness. The disease creates uncontrollable scarring within the lungs, causing them to stiffen and preventing the exchange of vital blood oxygen. Sadly, most patients die within three short years of diagnosis. There is no known cause of the deadly disease and there is no cure. 

After watching friends and relatives tragically die from pulmonary fibrosis, Dave Steffy, co-founder of Odyssey Healthcare and Community Health Systems, knew he had to do something. Since 2003, Dave and his wife Diane have granted more than $1 million to fight pulmonary fibrosis by funding research and raising awareness through the Coalition One Man’s Crusade to End Fatal Lung Disease for Pulmonary Fibrosis (CPF). In the past 10 years, CPF has generated national headlines about the disease, started 50 support groups nationwide, and partnered with Congress to generate research funding.

“Setting up my donor-advised fund with the Orange County Community Foundation has allowed me to focus my efforts on what I’m most passionate about. I believe that raising the public’s awareness of PF will lead to more research funding and hopefully better treatments for pulmonary fibrosis, and ultimately a cure,” says Dave. With funding from the Steffys, pulmonary researchers at UCLA are conducting clinical trials powered by cutting-edge stem cell technology to better understand the disease, which could lead to new treatments. And if medical advancements continue, Dave’s dream of a cure could become a reality.

Scholarship Program

We administer a number of scholarships, which range from the traditional academic and athletic awards to corporate and special circumstances offerings.
 

Our scholarship categories: Academic/leadership/community scholarships; Athletic scholarships; Corporate/countryclub scholarships; Major-/career-specific scholarships; Renewal scholarships; Scholarships for non-Orange County residents; Special circumstances scholarships; Specific scholarship programs. We also have a number of scholarships for current college students.

Budget  $2,000,000.00
Category  Education, General/Other Postsecondary Education
Population Served Adolescents Only (13-19 years) At-Risk Populations K-12 (5-19 years)
Program Short-Term Success  Annual reporting and submission of transcripts is required for renewable scholarships.
Program Long-Term Success  OCCF, working with our donors has helped thousands of students to continue their education in 2 year, 4 year and technical colleges.
Program Success Monitored By  Annual reporting and submission of transcripts is required for renewable scholarships.
Examples of Program Success 
FUELING THE DREAM OF HIGHER EDUCATION:
The skyrocketing cost of college tuition puts higher education out of reach for thousands of Orange County students – especially those from disadvantaged backgrounds. Fortunately, scholarships from generous donors like Ernesto and Socorro Vasquez empower deserving students to pursue their academic dreams. Ernesto, a founding partner of architectural firm McLarand Vasquez Emsiek & Partners, was struck by the lack of diversity in his profession.  To encourage more Hispanic students to enter the field, his family established an endowed scholarship for aspiring architects and engineers through OCCF’s Hispanic Education Endowment Fund (HEEF) in 1999. Over the last decade, the family has awarded $32,000 to help 24 local students realize their dreams of attending college.  Fueling the Dream of Higher Education Socorro comments, “It’s very gratifying to see our scholarship recipients use this opportunity to work toward their goals.

Working with OCCF and HEEF has given us the tools to connect our scholarship with the specific niche of students we wanted to support.”  Ensuring that talented students continue to be equipped with the tools and resources they need to emerge as leaders in the field is a priority for Ernesto and Socorro. Today their daughter Monica carries on her parents’ philanthropic vision by participating in the scholarship review process.  One such emerging leader is Sean Godinez, whose pursuit of higher education has been fueled by the Vasquez family’s generosity. He remarks, “The Vasquez scholarship is helping me work to achieve my dream of becoming an engineer. I am very grateful and can’t wait to graduate from UCI in 2015.”

Management


CEO/Executive Director Shelley Hoss
CEO Term Start May 2000
CEO Email [email protected]
CEO Experience

Shelley Hoss has combined the best of the nonprofit and corporate worlds for the good of her community for nearly 30 years. Since May 2000 she has served at the helm of one of Orange County's most prominent philanthropic organizations-- the Orange County Community Foundation, whose mission is to encourage, support, and facilitate philanthropy in Orange County.

Under Hoss' leadership, the Community Foundation has become recognized as a "center of gravity" for philanthropy in Orange County. Her impact on the growth of the organization has been dramatic. Annual grant and scholarship awards have surged nearly ten-fold, from $5 million when she joined OCCF in 2000 to more than $59 million in 2015. During the same period, assets stewarded by the Foundation have increased from $43 million to nearly $250 million, and OCCF has now awarded more than $360 million in grants and scholarships since its inception in 1989.

Prior to joining the Community Foundation, Hoss served as Executive Director for Girls Incorporated of Orange County, tripling revenue to support programs for underserved girls. Prior to that, she served in leadership positions for ten years with Orangewood Children's Foundation, raising awareness and providing essential services for abused and neglected children with a focus on youth emancipating from the foster care system.

Hoss served as founding chair of the Orange County Funders Roundtable, serves on the board of the League of California Community Foundations, and has been a regular guest lecturer at Stanford Graduate School of Business and the Merage School of Business at UC Irvine. She is a Phi Beta Kappa scholar with a joint Master's Degree in Business and Public Administration from the University of California, Irvine. Hoss resides in Laguna Niguel with her husband and son.

 

Former CEOs and Terms

Name Start End
Judith Swayne 1989 2000

Senior Staff

Name Title Experience/Biography
Tracy Branson Vice President, Finance and Administration --
Todd Hanson Vice President, Center for Engaged Philanthropy --
Mary Jacobson Vice President, Philanthropic Planning & External Relations --
Cathleen Otero Vice President, Donor Relations and Programs --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
GroundWork Group 2010
Orange County Funders Roundtable 2005

External Assessments and Accreditations

External Assessment or Accreditation Year
Charity Navigator 2011
Council on Foundations National Standards for U.S. Based Community Foundations 2011

Collaborations

Orange County Funders Roundtable; Orange County Arts Roundtable; AIP, PPP, Heath Funders; FFA

Staff Information

Number of Full Time Staff 20
Number of Part Time Staff 2
Number of Volunteers 101
Number of Contract Staff 0
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 2
Caucasian: 14
Hispanic/Latino: 3
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: 15
Male: 5
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 3
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

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

Reporting and Evaluations

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

Government Licenses

--

CEO Comments

--

Foundation Comments

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Governance


Board Chair Doug Holte
Board Chair Company Affiliation Irvine Company Office Properties
Board Chair Term Sept 2014 - Sept 2017
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Herbert Bedolfe Marisla Foundation --
Mike Berchtold Berchtold Capital Partners Voting
Reshma Block Compass Consulting --
Dan Bolar Bolar Hirsch & Jennings LLP --
Vicki Booth Ueberroth Family Foundation Voting
Rachid Chamtieh Deloitte & Touche LLP --
DeAnna Colglazier Community Strategist --
Manuel Gomez Ph.D University of California, Irvine Voting
Doug Holte Irvine Company Office Properties Voting
Paul Kagoo Western Digital Corporation --
Dr. Alberto Manetta UC Irvine School of Medicine Voting
Anoosheh Oskouian Ship and Shore Environmental, Inc. Voting
Greg Palmer GPalmer & Associates Voting
Keith Swayne Keith & Judy Swayne Family Foundation Voting
Susanna Vakili 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
Marcia Adler -- --
Dick Allen -- --
Sam Anderson -- --
Marian Bergeson -- --
Hyla Bertea -- --
Janet Colclaser -- --
Robert Grant -- --
Lee Hancock -- --
Julie Hill -- --
Robert Ihrke -- --
Joann Letherby -- --
Paul Marx -- --
Thomas Nielson -- --
William Podlich -- --
David Seigle -- --
Elizabeth Stahr -- --
Ginny Ueberroth -- --
Socorro Vasquez -- --
Carol Wilken -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 8
Hispanic/Latino: 3
Native American/American Indian: 0
Other: 4
Other (if specified): Persian, Indian
Gender Female: 5
Male: 9
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 67%
Percentage of In-Kind Contributions 20%
Board Orientation Yes

CEO Comments

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Foundation Comments

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Standing Committees

    --

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2015 (%)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Fiscal Year July 01, 2016 to June 30, 2017
Projected Revenue $3,958,307.00
Projected Expenses $4,026,123.00
Form 990s

2015 Form 990

2014 Form 990

2013 2013 990

2012 2012 990

2011 2011 990

Audit Documents

2014 2014 Audit

2013 2013 Audit

2012 2012 Audit

2011 2011 Audit

2010 2010 Audit

2009 2009 Audit

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2015 2014 2013
Total Revenue $98,864,985 $61,712,857 $79,573,902
Total Expenses $63,766,612 $50,869,612 $35,773,756

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2015 2014 2013
Foundation and
Corporation Contributions
$51,928,573 $55,490,444 $62,283,337
Government Contributions $28,361 $33,331 $39,717
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $28,361 $33,331 $39,717
Individual Contributions -- -- --
Indirect Public Support -- $0 --
Earned Revenue -- $0 --
Investment Income, Net of Losses $22,684,782 $3,241,980 $2,437,233
Membership Dues -- $0 --
Special Events $169,644 $51,620 $25,864
Revenue In-Kind $24,043,545 $11,265,758 $13,611,411
Other $10,080 $76,419 $1,176,340

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2015 2014 2013
Program Expense $61,736,378 $49,024,154 $34,127,377
Administration Expense $1,050,160 $993,319 $884,128
Fundraising Expense $980,074 $852,139 $762,251
Payments to Affiliates -- $0 --
Total Revenue/Total Expenses 1.55 1.21 2.22
Program Expense/Total Expenses 97% 96% 95%
Fundraising Expense/Contributed Revenue 2% 2% 1%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2015 2014 2013
Total Assets $243,375,925 $225,400,281 $194,476,457
Current Assets $48,561,116 $47,993,488 $59,862,790
Long-Term Liabilities $4,072,400 $4,231,333 $2,495,246
Current Liabilities $16,878,836 $14,171,571 $9,962,383
Total Net Assets $222,424,689 $206,997,377 $182,018,828

Short Term Solvency

Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current Liabilities 2.88 3.39 6.01

Long Term Solvency

Fiscal Year 2015 2014 2013
Long-term Liabilities/Total Assets 2% 2% 1%
Endowment Value $20,000,000.00
Spending Policy Percentage
Percentage(If selected) 5%
Are you currently in a Capital Campaign? No
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

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 (2012)

No Other Documents currently available.