Share |


 1901 E 4th Street, #100
 Santa Ana, CA 92705
[P] (714) 953-5757 x 137
[F] (714) 834-0585
[email protected]
Tim Strauch
 Printable 1 Page Summary
 Printable Profile
Organization DBA --
Former Names Volunteer Center of Greater Orange County (2010)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-2021700 00000


Mission StatementMORE »

OneOC’s mission is “accelerating nonprofit success.” OneOC provides volunteer, training, consulting and business services for nonprofits to help them become as efficient and effective as they are passionate about their missions. To help generate more resources for local nonprofits, OneOC also offers a suite of resources to help companies build and grow their giving and employee volunteer programs in order to maximize their charitable activities in the community.

Mission Statement

OneOC’s mission is “accelerating nonprofit success.” OneOC provides volunteer, training, consulting and business services for nonprofits to help them become as efficient and effective as they are passionate about their missions. To help generate more resources for local nonprofits, OneOC also offers a suite of resources to help companies build and grow their giving and employee volunteer programs in order to maximize their charitable activities in the community.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $7,899,404.00
Projected Revenue $8,088,408.00

ProgramsMORE »

  • Volunteer Services
  • Learning & Organizational Development
  • Consulting & Coaching
  • Back-Office Support
  • Community Engagement & Partnerships

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.


Mission Statement

OneOC’s mission is “accelerating nonprofit success.” OneOC provides volunteer, training, consulting and business services for nonprofits to help them become as efficient and effective as they are passionate about their missions. To help generate more resources for local nonprofits, OneOC also offers a suite of resources to help companies build and grow their giving and employee volunteer programs in order to maximize their charitable activities in the community.

Background Statement

Founded in 1958, OneOC has over sixty years of experience encouraging people to become personally involved in making Orange County a better place to live, work, play and raise a family. Starting in its founding years as the Newport Bureau of Volunteerism, and later the Volunteer Center Orange County, an emphasis has been placed on accelerating nonprofit
success in partnership with our community. In 2010, Volunteer Center Orange County became OneOC, a name conceptualizing the unity of one community that can make a difference individually and collectively. Continually evolving, today, OneOC has become a leading organization at tailoring our capacity building and management services to most effectively meet our communities’ evolving needs.

Impact Statement

Our suite of capacity building services support economic development and community revitalization by building and growing the mission effectiveness, business efficiency and strategy execution of Orange County's nonprofit sector. During 2018, OneOC supported 1,163 nonprofits, many who serve Orange County's most vulnerable and disadvantaged by:

- ORGANIZATIONAL DEVELOPMENT SERVICES developed the skills of 2,131 nonprofit professionals, volunteers and board members from 440 organizations. Our team of experts creatively removes roadblocks facing our nonprofit partners, enabling them to build their operational capacity for greater business efficiency, social impact and strategy execution.
- VOLUNTEER SERVICE SOLUTIONS delivered a value of nearly $20 million in volunteerism through 4 Days of Service, 42 AmeriCorps fellowships, 16 company volunteer service projects, 367 senior volunteers, and our online Volunteer Calendar; all connecting 21,456 individuals' passions to serve with opportunities to strengthen our community.
- BACK-OFFICE SUPPORT SERVICES: 60 nonprofit community projects operated under the fiscal sponsorship of OneOC's 501(c)3 corporate umbrella, including Kid Healthy, Clinic in the Park and many others targeting the most under-served in Orange County. These projects were provided essential back-office services and the expertise they needed in financial, human resource, risk, and grants management along with OneOC's governance to ensure their mission and business success. And we provided 15 nonprofit's financial bookkeeping and accounting services that allowed them access to greater levels of expertise in managing their organizational finances.
- COMMUNITY ENGAGEMENT SERVICES supported 105 businesses in establishing employee volunteering, company charitable giving programs and/or distributing OneOC's charitable giving cards, infusing $2.5+ million into the local nonprofit sector.

Needs Statement

Orange County is home to 3,398 nonprofits with revenues above $50,000 and provides 78,856 jobs. With 56% of Orange County's nonprofits serving health, human services, and public society benefit issues and another 26% addressing our county's education needs, it is evident that our nonprofits revitalize the lives of our most at-risk residents. The nonprofit industry offers job opportunities all along the education and experience spectrum. The sector employs a racially diverse and younger workforce; operates in the black or at break-even 70% of the time; and generates the majority of their revenue through programs & fees. And yet, most of our nonprofits are continuing to be asked to "do more with less."
A key challenge for the nonprofit sector is building strong, resilient organizations with the staffing, systems and leadership to sustain today's successful programs, while growing impact over time. Operating under tight overhead restrictions and their use of donor funds, many nonprofits unfortunately have little left to invest in their people and infrastructure. On average, nonprofits spend less than 10% of their budget on their critical investments that makes organizations run and
grow, such as business planning, technology and leadership development. To top it off, the struggling national economy and the resulting cuts in public and private funding have put their budgets under even heavier pressure. Without serious investment in the human capital that will drive program's returns on past investments could be greatly diminished.
With increased demands to perform more effectively and efficiently, Orange County's nonprofits rely on the collaborations facilitated by OneOC to build and grow their organizational capacity and community impact.

CEO Statement


Board Chair Statement


Other Ways to Donate/Volunteer


Geographic Area Served

North Orange County
West Orange County
South Orange County
Central Orange County
Orange County, California

Organization Categories

  1. Community Improvement, Capacity Building - Nonprofit Management
  2. Community Improvement, Capacity Building - Community Improvement, Capacity Building N.E.C.
  3. -



Volunteer Services

  • DAYS OF SERVICE – OneOC Days of Service unite individuals, families, service clubs, businesses and faith-based organizations in volunteerism with four national days of service throughout the year.
  • CORPORATE VOLUNTEERING – As community leaders, businesses play a vital role in mobilizing individuals and communities into action. OneOC helps businesses define their role in creating a better Orange County.
  • SPIRIT OF VOLUNTEERISM – The Spirit of Volunteerism Awards provides an annual forum and non-competitive opportunity to recognize individual, group and corporate team volunteers for their dedicated service to Orange County.
  • NATIONAL SERVICE – OneOC sponsors AmeriCorps, Senior Corps and Veterans Leader Corps programs.
  • SERVICE ENTERPRISE - OneOC trains nonprofits and leverages volunteers to positively impact the core economics of nonprofit organizations.
  • COURT REFERRAL PROGRAM – OneOC works with all of Orange County’s courts, connecting those with alternative sentences to community programs.
Budget  $1,649,170.00
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Philanthropy, Voluntarism & Grantmaking, General/Other
Population Served General/Unspecified Adults Children and Youth (0 - 19 years)
Program Short-Term Success 
  • Increased number of volunteers engaged in volunteering.
  • Increase number of hours of volunteer service.
  • Increase the total dollar value of volunteer services.
  • Increase the number of opportunities for individuals and organizations to volunteer.
  • Increase the number of companies whose employees are inspired, equipped, and mobilized to volunteer.
  • Increase scores for customer satisfaction including Net Promoter Index.

Program Long-Term Success 
Residents of all ages and walks of life are inspired, equipped, and mobilized by OneOC to volunteer in meaningful and impact activities, accelerating nonprofit success and creating a healthier and more vibrant Orange County.
Program Success Monitored By 

The success of this program is monitored by number of clients and nonprofits utilizing our services, and satisfaction surveys including the Net Promoter Index.

Examples of Program Success 
"Most of what we have learned about volunteer management we have learned from our dear friends, past and present, at OneOC. The Orange County Food Bank is a place where people get help, but it is also a place where people can help. Thank you for being our partner in proving people an opportunity for meaningful community service."
          Mark A. Lowry, Director, CAPOC's Orange County Food Bank
"Thank you so much for the opportunity for TEAM WD to participate in the OneOC Earth Day activities. Our employees had a wonderful time and I know they felt they were really 'making a difference' in the lives of children at Kinoshita School." 
          Rosemary Krupp, Western Digital Foundation
"Frankly, there has not been a time in the past few decades when OneOC was more needed... OneOC provides both reliable and credible services, strengthening the nonprofit community and mobilizing volunteers to meet critical community needs."
          Sister Eileen McNerney, Founding Director, Taller San Jose

Learning & Organizational Development

Passion for your cause is a good thing. A very good thing. Passion plus sound business principles is even better. OneOC offers hundreds of classes, trainings, seminars, webinars and networking opportunities every year to thousands of nonprofit staff and volunteers.

Orange County’s nonprofits count on OneOC to increase their knowledge and improve their skills with quality, affordable Learning and Development experiences. We train hundreds of organizations, their staff and volunteers in our classes, seminars, webinars and networking opportunities every year.

Training categories include: 
  • Board Development
  • Companies
  • Finance, Human Resources, and Operations Management
  • Fundraising, Grant Writing
  • Leadership and Organizational Development
  • Marketing, and Public Relations
  • Program Development and Management
  • Starting a Nonprofit
  • Volunteer Management
Budget  $207,101.00
Category  Employment, General/Other Job Training & Employment
Population Served General/Unspecified Adults
Program Short-Term Success 
  • Increase in total number of participants who attend training opportunities.
  • Increase in total number of organizations whose staff or volunteers attend training programs.
  • Training offerings introduced that address identified cutting edge practices, emerging trends, or fill gaps in available training. 
  • Increase scores for customer satisfaction including Net Promoter Index.
Program Long-Term Success 

Nonprofit professionals and community leaders are provided the knowledge, skills, and tools through accessible OneOC trainings that empower nonprofit organizations and community initiatives to achieve greater mission effectiveness, business efficiency, and strategy execution.

Program Success Monitored By  This program's continued success is monitored at every training offering with end-of-session assessments and increases in the Net Promoter Index, as well as 6-month post evaluation (for selected training series') to assess the effects of the training curriculum and how participants implemented what they learned. We pay attention to trends and issues in the sector, and listen to the needs of our audience through each phase of evaluation.
Examples of Program Success 

“An incredibly effective workshop to help you write a grant from start to finish in three weeks!” - Mandy McGowen, Executive Director, Kids Konnected

“OneOC offers a good variety of trainings and the intimate class sizes are ideal for discussion, networking, and interactive material.” - Amira Barger, Chief Development Officer, Second Harvest Food Bank

"OneOC workshops are very thought-provoking, engaging and very productive." - Shannon Benson, Marketing & Outreach Coordinator

“OneOC is an amazing resource for nonprofit organizations.” - Kat Dej-Panah, Development Director, Ocean’s Institute

“Anything you want to know, you will find out in this training (Human Resources Certificate). Instructors are very knowledgeable and clear and want to help.” - Tifi Milne, Bookkeeper, Caterina’s Club

“I've attended several training here and they are always interesting and easy to understand. I always learn something.” - Kristen Cook, Director of Human Resources, Project Independence

Consulting & Coaching

Times are tough. Budgets are tight. government grants are drying up. The current economic climate poses many challenges for the nonprofit sector in Orange County. Financial cutbacks, coupled with increased need for services, are forcing nonprofits to look at their work and make tough choices on how to effectively do more with less. OneOC supports nonprofits during these challenging times by offering Consulting Services to build capacity and provide critical expertise to help organizations become sustainable and grow to achieve their highest aspirations. OneOC has assembled a highly experienced and distinguished group of consultants from the Orange County community, who each have exceptional track records in their field.
Their area(s) of expertise include:
  • Financial Sustainability
  • Board Development
  • Fund Development
  • Organizational & Leadership Development
  • Strategic & Business Planning
  • Program Development & Evaluation
  • Strategic Collaborations & Restructuring
  • Sales & Marketing
  • Board Retreats
  • Coaching
Budget  $157,092.00
Category  Community Development, General/Other Organizational Development & Training
Population Served General/Unspecified Adults
Program Short-Term Success 
  • Percentage of nonprofit organizations using OneOC consultants reporting related advancement in mission impact, financial sustainability, and/or organizational development.
  • Increase scores for customer satisfaction including Net Promoter Index.
Program Long-Term Success 

Nonprofit board of directors, executives and leaders, professionals, and teams are provided the expert knowledge, methods, and guidance by OneOC consultants to build the capacity of local nonprofits and community initiatives advancing their mission impact and organizational sustainability.

Program Success Monitored By  This program's success is monitored directly by client satisfaction and the Net Promotion Index, reported mission advancement and financial sustainability.
Examples of Program Success 
“As our Agency embarked on implementation of our Strategic Plan and the resulting major organizational changes, OneOC was an incredible resource for the Agency. The customized Team Building workshops conducted by Janine McDonald from OneOC were a perfect addition to the process - helping our leadership team develop their skills and knowledge. The trainings have helped our leadership team to move from good to great! Having a well-respected outside facilitator conduct this type of training was extremely effective and very well received by the leadership team.”
- Phil Yaeger, CEO, AIDS Services Foundation
“Janine is a highly skilled facilitator and did an amazing job of navigating our leadership team through a business planning retreat. Her pre-meeting work in understanding the nuances of our organization followed by an effective meeting agenda that captured the key planning elements allowed our team to address significant components that will contribute to our FY16 success. Her warm personal style, her strong listening skills and her ability to guide, not lead, resulted in all team members feeling that they have the initial momentum to effectively move forward to reach our collective goals.” - Janet Whitcomb, Interim Regional Chief Executive, American Red Cross
“Our one day board development training was a great success thanks to Laval and his expertise. It was timely since the majority of those attending were newer board members and Laval’s training helped us in the days ahead to stay focused during our board retreat. We are excited to have him back for future board trainings, and utilize OneOC services as we continue to grow and transition.”
- Corinne Doughty, Board Member, California Community College Association for Occupational Education

Back-Office Support

You focus on strategy, program development, and fundraising. We'll take great care of the rest. Think how much more time you could devote to the issue that ignites your passion if only those nagging business issues didn’t keep getting in the way. Think of us as an incubator and outsourcing firm that handles the operational headaches. We provide all the financial, human resources and other core functions nonprofits desperately need, but often lack. But don’t make the mistake of thinking we just provide these services only to small start-ups. Our full suite of business services are also in demand among mid-size and larger community projects, too.
Fiscal sponsorship refers to a relationship in which one 501c(3) nonprofit organization, in our case OneOC, shares its tax-exempt status with a project or initiative that does not have an approved IRS nonprofit status. OneOC is legally and financially responsible for all our fiscally sponsored projects and activities. Projects are not separate entities or affiliated organizations, rather they are a part of OneOC. Because they are an integral part of OneOC and not separate legal entities, projects are able to receive charitable donations and grants available only to tax-exempt organizations.
OneOC provides community projects and initiatives with expertise and support in the following areas:
  • Accounting
  • Administrative Support
  • Human resource and payroll
  • Grant management services
  • Contract management services
  • Risk management services
  • Tax‐exempt status for short-term projects and events
Budget  $4,025,627.00
Category  Community Development, General/Other Community Development, General/Other
Population Served Adults Families Children and Youth (0 - 19 years)
Program Short-Term Success 
  • Increase in the number of fiscally sponsored projects.
  • Increase in number of collaborative initiatives incubated and/or nurtured under fiscal sponsorship
Program Long-Term Success  Social entrepreneurs, collaborations, and emerging nonprofit initiatives are incubated or supported by business services provided by OneOC’s fiscal sponsorship building and growing innovative and needed community solutions that address urgent and unmet community needs.
Program Success Monitored By 

Year end interviews and surveys are utilized to measure our success. In addition, we look at the number of fiscally sponsored projects that achieve their goals of start-up, project completion, organizational sustainability, and emancipation.

Examples of Program Success 
"Beginning with a budget of only $26,000, a handful of employees and about 20 volunteers, we were able to leverage OneOC's expertise in legal, finance and HR services so we could focus on developing and implementing our programs.  Under OneOC's fiscal sponsorship, we grew to over $2 million in annual revenue.  Today, the Illumination Foundation has an annual budget of $3.5 million, over 40 employees and close to 1,000 active volunteers.  I would recommend OneOC's services to any non-profit looking for assistance in succeeding."
      Paul Leon, Executive Director, Illumination Foundation
“OneOC provided the infrastructure and professional support services that enabled Clinic in the Park, a collaboration of healthcare providers and volunteers, to start up and provide health services to more than 5,000 at-risk community members.”
          Phyllis Agran, MD, MPH, FAAP, Founder, Clinic in the Park

Community Engagement & Partnerships

OneOC’s services empower companies with the tools to effectively engage their company and employees in achieving positive impact through volunteering and giving services. By equipping businesses with the tools to connect to employee volunteer opportunities and establish branded company giving programs, companies can distinguish themselves as socially engaged and responsible community partners. In partnership with OneOC, businesses now have the support and resources they need to create significant community impact which inspires, equips and mobilizes companies of all sizes. Together, we increase community impact and unite Orange County. Ultimately, we create positive change that benefits all local organizations, employees, and partners.

Budget  $450,000.00
Category  Philanthropy, Voluntarism & Grantmaking, General/Other Philanthropy, Voluntarism & Grantmaking, General/Other
Population Served Adults
Program Short-Term Success 

· Increase company charitable giving through giving cards and donor-advised funds

· Increase company volunteering

· Increase board placement among community business leaders

· Increase education and understanding through training and consulting

· Increase Corporate Social Responsibility knowledge in Orange County

· Increase the levels of business resources, skills and talent to local nonprofits

Program Long-Term Success 

Companies and leaders are provided the resources, knowledge, skills, and tools to inspire, equip and mobilize corporate charitable giving and volunteering, ultimately providing non-profits the resources to achieve greater mission effectiveness.

Program Success Monitored By 

This program's continued success is monitored by sales efforts and review of client satisfaction. We monitor training and consulting to ensure value and continued growth/development. We continue to refine based on needs of both the nonprofit and for-profit sectors.

Examples of Program Success 

4,007 volunteers - Our business volunteer programs aided 4,007 company employees in serving their community

13,217 hours - We helped business volunteers invest 13,217 hours into 40 local nonprofits

347,431 value - The total value of those volunteer hours amounted to $347,431

509,562 contributed - Through our managed giving programs, we saw 5 new foundations and companies contribute $509,562

256,293 distributed - We helped distribute $256,293 to 252 nonprofits and individuals in need

16 business members - 16 businesses are on board and enjoy our suite of bundled volunteer and giving services that make being a socially responsible business easy

Consulting & Training - 38 different companies have participated in our training and consulting services.


CEO/Executive Director Mr. Timothy Strauch
CEO Term Start Dec 2008
CEO Email [email protected]
CEO Experience

Tim is the President & Chief Executive Officer for OneOC in Orange County, California. He has provided strategic leadership and direction with his business management acumen to help strengthen over 950 organizations in the community.  He also serves as a coach, consultant and trainer to professional leaders as well as a presenter and facilitator in the community. Tim currently serves on the California Volunteers Commission as well as on various national committees and task forces with Points of Light. Tim played an instrumental role at a state and national level with the Service Enterprise program serving over 150 organizations since its inception and has been replicated throughout the country.  

Before his current position, Tim served in various leadership roles with the YMCA including Executive Director of the Saddleback Valley YMCA, Senior Vice President of Branch Operations, Executive Vice President of Business Development and Chief Development Officer.

With over 30 years as a successful nonprofit leader dedicated to strengthening communities, Tim has guided and empowered individuals to seek their greatest potential while making a positive difference in others. His personal mission is to maximize the human potential for greater community impact.

His areas of expertise include leadership development, operations, business growth, board development, volunteer advancement, fundraising and strategic planning.

He earned a Masters Degree in Athletic Administration from Florida State University and completed his undergraduate work at the University of Southern California.

Tim lives in Dana Point with his wife, Kristen, who is an Executive Director with the American Cancer Society. They are a blended family with kids, Max, Maddie, Nicole and Gavin.

Former CEOs and Terms

Name Start End
Daniel McQuaid Nov 2005 Dec 2018
Carol Stone 1981 2005

Senior Staff

Name Title Experience/Biography
LaVal Brewer Director of Business Development & Partnerships --
LaVal Brewer Director of Business Development & Partnerships --
Stacy Brooks Director of Human Resources & Administration --
Valerie Fryer Director of Finance

As the Director of Finance, Valerie Fryer has been handling the Financial, Human Resource and Business Services at OneOC since July 2007.

Valerie has over 22 years of experience as a financial analyst, internal auditor, sales and business planning manager and financial director, working for companies such as Taco Bell Corp., Pioneer Electronics and Disneyland Resort.

Valerie grew up doing volunteer work, and wanted to make a positive impact on people’s lives and in the community. She joined the nonprofit management industry in 2002, working for Olive Crest Treatment Centers prior to joining the team at OneOC. She holds a BA in Business Economics from the University of California, Santa Barbara, and an MBA in Business Management from Pepperdine University.

Ursula Walsh Director of Volunteer Services

Ursula has served as OneOC’s Director of Volunteer Services for the last five years. During that time she has led the development and implementation of OneOC’s corporate employee engagement programs, including national Days of Service, Team Building Service Projects, Board Connection, Skill-Based Volunteering with clients including Altria, Disneyland Resorts, Fluidmaster, Hilton Worldwide, Home Depot, Hyundai Capital, Outerwall and many more.

Ursula has over twenty years of nonprofit professional experience. Prior to OneOC, Ursula held various management positions within the YMCA, including the Executive Director of the Highland Branch. She has served in a multitude of facilitative, board and capacity building roles for nonprofits, including a trainer & consultant for the CA Service Enterprise Initiative (CVSEI) and has received the Fred Hoshiyama Leadership and William A. Dunlap Fellowship Awards, respectively.

She holds a Bachelor of Science degree in Human Services from Springfield College and is a graduate of the Executive Development Institute, a Y collaborative through Cornell University. Additionally she provides leadership for OneOC’s volunteer department, including AmeriCorps both State and National, Disaster Services, Family Service Team and the Retired Senior Volunteer Program (RSVP 55+).

Although her commitment to service is inexhaustible, her true success is through her family—Martin, her husband of 21 years and her seventeen year-old son Blaine. They currently reside in San Clemente, CA, are avid aquatic nuts (swimming, surfing, SCUBA, kayaking etc…) and love every minute of it.


Award Awarding Organization Year
Clare Rose Sabbatical Award Fieldstone Foundation 2016
Corporate Volunteer Council of the Year Points of Light 2016
Walter B. Gerkin Award Pacific Life 2015
Capacity Building Partnership Award Orange County Asian and Pacific Islander Community Alliance 2013
Corporate Volunteer Council Fast Start Award Points of Light 2013
Shell Award for Community Service Junior League of Orange County 2013


Affiliation Year
Orange County Business Council 2010

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --


  • Points of Light and HandsOn Network
  • California Volunteers
  • California Management Assistance Partnership (C-MAP)
  • Orange County Capacity Building Consortium (OCCBC)
  • Collaborating Organizations Active in Disaster (COAD)
  • National Network of Fiscal Sponsors (NNFS)
  • Southern California Grantmakers
  • Orange County Business Journal (OCBJ)/True Impact/Points of Light - Civic 50 Orange County

Staff Information

Number of Full Time Staff 41
Number of Part Time Staff 66
Number of Volunteers 8
Number of Contract Staff 10
Staff Retention Rate % 82%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 10
Caucasian: 31
Hispanic/Latino: 64
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 96
Male: 11
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



Board Chair Peter Duncan
Board Chair Company Affiliation HUB International
Board Chair Term Jan 2018 - Dec 2019
Board Co-Chair N/A
Board Co-Chair Company Affiliation N/A
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Kendra Angier Ingram Micro Voting
Michael Bennett Wells Fargo Bank Voting
Jeff Black McDermott & Bull Executive Search Voting
Annie Boneta AutoGravity Voting
Charles Chung Retired Voting
David Copley Ernst and Young Voting
Caro D'Anutono Northgate Markets Voting
Colleen Dillaway Cox Voting
Peter Duncan Sidles Duncan & Assoc/HUB International Voting
Andrew Euser Ventura Foods Voting
Bassam Fawaz Pacific Alternative Asset Management Company (PAAMCO) Voting
Paul Feuerborn Capital Group/American Funds Voting
Shellie Frey Golden State Foods Voting
Pam Hedges Hedges & Associates Voting
John Hogan David Evans & Associates Voting
Micah Jindal The Boston Consulting Group Voting
Jennifer Leuer Experian Voting
Aziz Mottiwala Avanir Pharmaceuticals Voting
Tennyson Oyler Pacific Life; Pacific Life Foundation Voting
Michael Page Rutan & Tucker Voting
Dawn Reese The Wooden Floor Exofficio
Rob Reindl Edwards Lifesciences Voting
Natalie Rubalcava Orange County Business Council Voting
Amy Sfreddo The Orange County Business Journal Voting
Kim Sherman Echo Media Group Voting
Tim Strauch OneOC Voting
Steve Vogeding Boeing Capital Corporation Voting
Jaime Wheeler Edwards Lifesciences 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: 1
Asian American/Pacific Islander: 4
Caucasian: 22
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 11
Male: 17
Not Specified 0

Board Information

Board Term Lengths 2
Board Term Limits 3
Board Meeting Attendance % 79%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 96%
Percentage of In-Kind Contributions 74%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Advisory Board / Advisory Council
  • Audit
  • Board Governance
  • Finance
  • Marketing
  • Strategic Planning / Strategic Direction


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $11,766,805 $9,957,831 $8,916,012
Total Expenses $10,808,633 $9,513,061 $8,310,880

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$4,623,649 $4,047,982 $3,947,311
Government Contributions $1,932,557 $2,052,309 $2,058,366
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $1,932,557 $2,052,309 $2,058,366
Individual Contributions -- $474,531 --
Indirect Public Support -- -- $0
Earned Revenue $1,679,153 $2,144,622 $2,205,889
Investment Income, Net of Losses -- $1,175 $1,506
Membership Dues $265,965 $502,370 $401,525
Special Events $450,374 $384,280 $277,558
Revenue In-Kind -- $334,634 $0
Other $4,098 $15,928 $-19,291

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $9,755,114 -- $7,221,250
Administration Expense $468,446 -- $529,755
Fundraising Expense $585,073 -- $559,875
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 1.09 1.05 1.07
Program Expense/Total Expenses 90% 0% 87%
Fundraising Expense/Contributed Revenue 8% 0% 9%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $6,663,155 -- $5,357,477
Current Assets $6,538,907 -- $4,878,677
Long-Term Liabilities $3,738 -- $10,364
Current Liabilities $1,101,336 -- $1,143,462
Total Net Assets $5,558,081 $444,770 $4,203,651

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 5.94 nan 4.27

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% nan% 0%
Endowment Value $0.00
Spending Policy N/A
Percentage(If selected) 0%
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? No

CEO Comments


Foundation Comments

Summary financial data is per the  Form 990 and audited financial statements and consultation with the organization.