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Community Development : Community Foundations

Orange County Community Foundation

Encouraging, supporting, and facilitating philanthropy in Orange County

four stars

94.37

4041 MacArthur Blvd. Suite 510
Newport Beach, CA 92660
tel: (949) 553-4202   Web Site
EIN: 33-0378778

Board Leadership
Keith Swayne
Chair

CEO
Shelley Hoss
President

  Score
(out of 100)
Rating
Overall Score & Rating 94.37 four stars
  Financial 93.13 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/21/2018 and includes data from FY2017, the most recent 990 received at that time.

The Orange County Community Foundation connects donors and nonprofit agencies working towards 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 charitable organizations whether in Orange County, the U.S. or the world. In addition, we partner with nonprofit agencies serving our community, and professional advisors counseling clients on estate and legacy plans.

The Orange County Community Foundation connects donors and nonprofit agencies working towards 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 charitable organizations whether in Orange County, the U.S. or the world. In addition, we partner with nonprofit agencies serving our community, and professional advisors counseling clients on estate and legacy plans.

Financial

four stars

93.13

Accountability & Transparency

four stars

96.00

This rating was published 12/21/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
96.6%
  Administrative Expenses 2.0%
  Fundraising Expenses 1.3%
  Fundraising Efficiency < $0.01
  Working Capital Ratio (years) 2.54
  Program Expenses Growth 8.1%
  Liabilities to Assets 6.3%
All data for Financial Performance Metrics calculations was provided by Orange County Community Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Orange County Community Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Orange County Community Foundation (CA) 94.37 four stars
Santa Barbara Foundation (CA) 95.50 four stars
Hartford Foundation for Public Giving (CT) 88.02 three stars
The Pittsburgh Foundation (PA) 91.19 four stars
Hampton Roads Community Foundation (VA) 93.35 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $66,607,862
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $582,652
   Related Organizations $0
   Government Grants $241,486
Total Contributions $67,432,000
   Program Service Revenue $0
Total Primary Revenue $67,432,000
   Other Revenue $5,543,137
TOTAL REVENUE $72,975,137
   
EXPENSES  
   Program Expenses $61,984,006
   Administrative Expenses $1,667,587
   Fundraising Expenses $714,386
TOTAL FUNCTIONAL EXPENSES $64,365,979
   
Payments to Affiliates $0
Excess (or Deficit) for the year $8,609,158
   
Net Assets $261,272,723

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Donor Advised Funds $57,443,006 92.7%
Interest Endowment Funds $2,981,945 4.8%
Community Leadership Initiatives $1,559,055 2.5%

Ratings History
Orange County Community Foundation has received 8 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 12/21/2018 94.37 four stars
2016-06 12/22/2017 95.47 four stars
2015-06 11/01/2016 95.47 four stars
2014-06 06/01/2016 95.47 four stars
 
CN 2.0
2014-06 11/01/2015 96.51 four stars
2013-06 04/01/2015 96.47 four stars
2012-06 04/01/2014 97.88 four stars
2012-06 12/01/2013 96.46 four stars
2011-06 09/01/2012 95.24 four stars
2010-06 09/20/2011 92.81 four stars
 
CN 1.0
2009-06 11/01/2010 80.15 three stars
2008-06 12/01/2009 96.83 four stars
2007-06 11/01/2008 96.98 four stars
2006-06 09/01/2007 97.00 four stars
2005-06 11/01/2006 94.78 four stars
2004-06 10/01/2005 84.07 three stars
2003-06 10/01/2004 92.75 four stars
2002-06 11/01/2003 84.75 three stars
2001-06 10/15/2002 99.49 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 33-0378778
Name in IRS Master File ORANGE COUNTY COMMUNITY FOUNDATION
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (320) Boy Scouts, Girl Scouts, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date November, 1994
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$323,439 0.50% Shelley Hoss President

Highly Rated

Charity Name & State Overall Score Overall Rating
Orange County Community Foundation (CA) 94.37 four stars
CREATE Foundation (MS) 90.58 four stars
The San Diego Foundation (CA) 86.93 three stars
The Oregon Community Foundation (OR) 96.40 four stars
Hampton Roads Community Foundation (VA) 93.35 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Orange County Community Foundation
4041 MacArthur Blvd.
Suite 510
Newport Beach, CA 92660
tel: (949) 553-4202
fax: (949) 553-4211
EIN: 33-0378778

Visit Web Site

Board Leadership

Keith Swayne
Chair

CEO

Shelley Hoss
President

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