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Orange Catholic Foundation

 13280 Chapman Avenue
 Garden Grove, CA 92840
[P] (714) 282-3021
[F] (714) 282-3136
www.OrangeCatholicFoundation.org
www.ForChristForever.org
[email protected]
Sue Nunn
FOUNDED: 2000
INCORPORATED: 2000
 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 33-0934571 00000

Summary


Mission StatementMORE »

We are an autonomous, pious foundation that works in collaboration with members of our Diocese of Orange to raise, manage, grow and grant funds supporting all aspects of the Catholic faith following each donor’s intent.

Mission Statement

We are an autonomous, pious foundation that works in collaboration with members of our Diocese of Orange to raise, manage, grow and grant funds supporting all aspects of the Catholic faith following each donor’s intent.

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $20,981,236.00
Projected Revenue $18,814,922.00

ProgramsMORE »

  • Our Lady of La Vang Shrine
  • Pastoral Services Appeal (PSA)
  • Conference on Business & Ethics

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

We are an autonomous, pious foundation that works in collaboration with members of our Diocese of Orange to raise, manage, grow and grant funds supporting all aspects of the Catholic faith following each donor’s intent.

Background Statement

The Orange Catholic Foundation was established in 2000 by Bishop Tod D. Brown to secure the financial future of the Diocese of Orange. The Orange Catholic Foundation is an independent nonprofit religious corporation dedicated to raising funds and providing fundraising resources for the Diocese of Orange and its parishes, schools and ministries.

Impact Statement

In 2018, a total of $19,364,704 was granted through the Orange Catholic Foundation and was awarded to ten priorities. 25% went to the Christ Cathedral Campus Renovation and Organ Restoration, 1% went to For Christ Forever Parish Share, 1% went to For Christ Forever to Orange Catholic Foundation Endowments, 24% Pastoral Services Appeal Parish Rebates, 12% went to the Clergy Formation, Education and Support, 11% to Tuition Assistance, 7% to School Technology, Infrastructure and Equipment, 4% to Catholic Charities, 5% to Outreach Ministries and Lay Formation, and 10% to Parish and School Support. As of December 2018, there were 100 funds under the Orange Catholic Foundation management.

Also in 2018, our 16th Annual Conference on Business & Ethics featured presentations by His Eminence Timothy Cardinal Dolan, Archbishop of New York, and radio host Fr. Dave Dwyer. The net proceeds raised for tuition assistance was $470,000. 20% of the funds raised are invested in the Orange Catholic Foundation’s permanent endowment fund for tuition assistance for our Catholic elementary school students who quality for financial aid. The remaining 80% fund tuition assistance grants for the following school year.


Needs Statement

The Orange Catholic Foundation is the only Foundation that uniquely serves our Catholic community in Orange County.  Our Foundation continues to keep our Catholic schools accessible and affordable for all families regardless of their economic means, ensure seminarians receive crucial financial assistance, and support Catholic ministries to fulfill their mission in the Diocese of Orange.


pasting

The Orange Catholic Foundation is the only Foundation that uniquely serves our Catholic community in Orange County.  Our Foundation continues to keep our Catholic schools accessible and affordable for all families regardless of their economic means, ensure seminarians receive crucial financial assistance, and support Catholic ministries to fulfill their mission in the Diocese of Orange.


CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

The following are ways to give and support the Orange Catholic Foundation's objectives: Cash, Check or Credit CardPledgeSecuritiesBrokerage Charitable Gift AccountCorporate and Foundation RelationsFundsPlanned GivingPropertyMatching GiftsElectronic Funds Transfer

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
Orange Catholic Foundation serving the county of Orange, California

Organization Categories

  1. Education - Scholarships & Student Financial Aid
  2. Religion- Related - Fund Raising & Fund Distribution
  3. Philanthropy,Voluntarism & Grantmaking Foundations - Private Grantmaking Foundations

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Programs


Our Lady of La Vang Shrine

The Our Lady of La Vang Shrine will serve as a gathering point for the millions who visit the historical Christ Cathedral campus and be held in great esteem as a heritage site for the Vietnamese American community. It is to be constructed in the northeast section of the Christ Cathedral plaza, known as the Marian Court. This shrine will be a focal point of the Marian Court, a majestic plaza that will eventually include other shrines dedicated to apparitions of the Blessed Mother. On February 20, 2018, Most Reverend Kevin W. Vann, Bishop of Orange, formally appointed Auxiliary Bishop of Orange Thanh Thai Nguyen as Episcopal Delegate to direct the fundraising and construction efforts, which are well underway.
Budget  $25,000,000.00
Category  Religion, General/Other Christianity
Population Served Families Asia General/Unspecified
Program Short-Term Success  The shrine is planned to be developed in two phases. The first phase includes the shrine, plinth, statue and Alpha. The shrine is being designed by an architect team with extensive experience in a wide range of large projects in the United States and Vietnam. They collaborate with three diocesan architectural firms under the guidance of bishops and clergy.
Program Long-Term Success 

The Our Lady of La Vang Shrine includes five important project elements:

1) Shrine: a place of worship, pilgrimage and evangelization and reconciliation for all.
2) Annual Diocesan Marian Days: Masses, Eucharistic Adoration, Processions to honor and pay homage to the Virgin Mary.
3) Library: Provides history of the Marian apparition and Vietnamese Catholic church.
4) Designated Funds: Christ Cathedral Sanctuary and site work, Vietnamese ministries and United States and Vietnam, and the Vietnamese Catholic Center.
5) La Vang Media: Takes all forms of media to spread the Word of God and the Catholic teachings through contemporary means of communication.
Program Success Monitored By  Success of this program will be continually monitored by the number of donors and the amount raised toward our goal of $25,000,000.
Examples of Program Success  --

Pastoral Services Appeal (PSA)

The Pastoral Services Appeal (PSA) is the Bishop's annual diocesan campaign administered by the Orange Catholic Foundation that directly supports selected diocesan ministries that serve all parishes and the local community. It also gives parishes the opportunity to raise significant capital funds by earning rebates over their own individual parish goal.
Budget  $6,346,440.00
Category  Religion, General/Other Christianity
Population Served General/Unspecified
Program Short-Term Success  The OCF works closely with the Roman Catholic Bishop of Orange to identify charitable needs and coordinate the disbursement of PSA funds through OCF grants to satisfy those needs.
Program Long-Term Success  For 2016, Bishop Vann approved allocations totaling $6,346,440 to fund Catholic education, diocesan and outreach ministries, clergy formation, and parish support.
Program Success Monitored By  Payments in excess of each parish's goal (parish rebates) are returned to the donor's own parish to be used for parish priority projects.
Examples of Program Success  --

Conference on Business & Ethics

The purpose of the Conference on Business & Ethics (CBE) is to provide an annual forum for business leaders in Orange County. The Conference also raises funds to provide tuition assistance for Catholic school students in the Diocese of Orange. Through the past 16 years, the CBE has raised more than $4,000,000 to support tuition assistance grants for our Catholic schools. Sponsorship of this event directly impacts the lives of many students in our Catholic schools who will directly benefit from your generosity today and in the future as they become our future business, community and spiritual leaders. In 2018, the Conference hosted a sold-out number of 960 attendees and raised a net revenue of nearly half a million for Catholic elementary tuition assistance. This provided Catholic elementary school tuition assistance to more than 350 young children from financially challenged families.

Budget  600000
Category  Religion, General/Other Christianity
Population Served General/Unspecified
Program Short-Term Success  This event is considered a success if sponsorships and ticket sales pay event costs and provide funds for tuition assistance.
Program Long-Term Success  Success is measured by the event’s ability to provide tuition support to students who require and qualify for financial assistance in order to attend a Catholic elementary school in the Diocese of Orange.
Program Success Monitored By  Success is measured by attendance and funds raised for tuition assistance.
Examples of Program Success  --

Management


CEO/Executive Director Sue Nunn
CEO Term Start May 2019
CEO Email [email protected]
CEO Experience


Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Tony Jennison Vice President of Philanthropy
Tony Jennison joined the Orange Catholic Foundation in the summer of 2015. Tony has more than 14 years of experience in sales and fundraising and has served for the past 12 years in various university advancement (alumni, major giving and gift planning) positions at Loyola Marymount University, the University of Southern California, and most recently as the Executive Director of Advancement for the USC Caruso Center.
 
In his role, Tony will work closely with diocesan leaders, donors and volunteers to focus on advancing the mission of OCF and the Diocese of Orange through philanthropic means. Areas of support include the ongoing Christ Cathedral capital campaign, the endowment building efforts for our parishes and schools, along with other ministries in our diocese.
Tony was educated in the Diocese of Orange and earned his BA and MBA from Loyola Marymount University as well as a Master in Leadership from USC. Tony and his wife, Liz, have two children and are parishioners at Our Lady of Mt. Carmel.
Brad Kimball Vice President of Operations Brad is an accomplished leader with extensive experience executing large-scale programs and overseeing technology. Proven success and candid style have established strong relationships with business and technology partners. He oversees the daily operations that supports the foundations mission and vision. Brad is instrumental in the foundations commitment to providing the highest levels of service and integrity to our communities. He is quality-driven with a focus on enhancing user confidence, reliability, and performance.
Debra Leaverton Director of Parish Stewardship Education and Pastoral Services Appeal Debbie Leaverton has served the Diocese of Orange since 2001 and is responsible for managing the annual Pastoral Services Appeal, Parish Stewardship Education and provides consultation for parishes on capital campaigns, electronic giving and annual renewals. In 2007, Bishop Tod Brown incorporated all stewardship and philanthropic advancement efforts under the direction of the Orange Catholic Foundation that has since directed these initiatives.

Debbie firmly believes that Christian stewardship is the living of our faith as Disciples of Christ. She is inspired by working with parish leadership and seeing the impact Stewardship has on parishes, increasing engagement of all parishioners and revitalizing the life of the parish
Deborah Meck-Loughran Associate Superintendent of Developement --

Awards

Award Awarding Organization Year
Conference on Business & Ethics Ranked #1 Breakfast Orange County Business Journal 2018
Total Diocesan Annual Appeal Effort International Catholic Stewardship Council 2018
Conference on Business & Ethics Ranked #1 Breakfast Orange County Business Journal 2017
Total Stewardship Effort Award for Excellence International Catholic Stewardship Council 2017
Conference on Business & Ethics Ranked #2 Breakfast Orange County Business Journal 2016
Conference on Business & Ethics Ranked #1 Breakfast Orange County Business Journal 2015
Second Place Award for Total Diocesan Stewardship International Catholic Stewardship Council 2015
Ranked #3 Largest Non-Profit Organization in Orange County Orange County Business Journal 2014
Annual Appeal Video- Honorable Mention International Catholic Stewardship Council 2012

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 15
Number of Part Time Staff 1
Number of Volunteers 100
Number of Contract Staff 1
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 5
Caucasian: 5
Hispanic/Latino: 3
Native American/American Indian: --
Other: --
Other (if specified): 1 (Asian/Caucasian)
Gender Female: 12
Male: 4
Not Specified --

Plans & Policies

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

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 Bi-Annually
Senior Management Formal Evaluation and Frequency Yes Bi-Annually
Non Management Formal Evaluation and Frequency Yes Bi-Annually

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Mr. Steve Muzzy
Board Chair Company Affiliation MF Partners LLC
Board Chair Term -
Board Co-Chair Mr. Rand Sperry
Board Co-Chair Company Affiliation SVN Equities and SVN Asset Management
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. David Boynton Holy Family Cathedral Voting
Mrs. Jacqueline Brady St. Edward the Confessor Church Voting
Mrs. Suzanne Cameron St. Edward the Confessor Church Voting
Dr. Jacque DuPont St. Edward Church Voting
Mr. Steven Grant Santa Clara de Asis Voting
Sister Kit Gray CSJ Christ Cathedral Parish Voting
Mr. Don Hunsberger St. Norbert Church Voting
Mr. Fernando Jimenez La Purisima Church Voting
Mr. Ryan Kerrigan Our Lady of Mount Carmel Church Voting
Mr. Stephen Muzzy St. Kilian Church Voting
Mr. Michael Offenheiser St. Edward the Confessor Voting
Fr. Jim Ries St. Mary Church, Fullerton Voting
Fr. Steve Sallot Diocese of Orange Voting
Mr. Rand Sperry St. Thomas More Church Voting
Mr. Douglas Stephen St. Anne Church Voting
Mrs. Susan Strader Our Lady Queen of Angels Church Voting
Mr. Andrew Talley St. Anne Church Voting
Monsignor John Urell St. Timothy Catholic Church Voting
Bishop Kevin W. Vann Roman Catholic Bishop of Orange Exofficio

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: 0
Asian American/Pacific Islander: 0
Caucasian: 17
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 5
Male: 13
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions --
Percentage of In-Kind Contributions --
Board Orientation --

CEO Comments

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Foundation Comments

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Standing Committees

  • Audit
  • Board Governance
  • Capital Campaign
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Distributions / Grant Making
  • Endowment
  • Executive
  • Finance
  • Investment
  • Marketing
  • Nominating
  • Technology

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year Jan 01, 2018 to Dec 31, 2018
Projected Revenue $18,814,922.00
Projected Expenses $20,981,236.00
Form 990s --
Audit Documents

2017 Audited Financial Statement

2016 Audited Financial Statement

2015 Audited Financial Statement

2014 Audited Financial Statement

2013 Audited Financial Statement

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $39,780,960 $19,618,024 $11,751,163
Total Expenses $24,174,073 $22,933,715 $27,540,500

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
-- -- --
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions $35,010,847 $16,484,820 $11,693,665
Indirect Public Support -- -- --
Earned Revenue $211,322 $248,200 $145,381
Investment Income, Net of Losses $441,713 $318,287 $211,575
Membership Dues -- -- --
Special Events -- $449,217 $338,300
Revenue In-Kind -- -- --
Other $4,117,078 $2,117,500 $-637,758

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $23,754,690 $22,090,121 $27,128,713
Administration Expense $276,850 $586,890 $249,618
Fundraising Expense $142,533 $256,704 $162,169
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.65 0.86 0.43
Program Expense/Total Expenses 98% 96% 99%
Fundraising Expense/Contributed Revenue 0% 2% 1%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $82,292,944 $70,624,252 $72,487,791
Current Assets $82,153,861 $70,459,466 $72,294,713
Long-Term Liabilities -- -- --
Current Liabilities $10,051,732 $13,989,927 $12,537,775
Total Net Assets $72,241,212 $56,634,325 $59,950,016

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 8.17 5.04 5.77

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $20,000,000.00
Spending Policy Percentage
Percentage(If selected) 5%
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose
The Christ Cathedral capital campaign supports Christ Cathedral and the ongoing maintenance. 
Campaign Goal $140,000,000.00
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

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Foundation Comments

Summary financial data is per the audited financials as well as consultation with the organization.  Due to capital campaign in 2012 and 2013, fundraising expenses are higher than in a typical year.  This organization is not required to file a form 990.