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Community Development : Community Foundations

Orange County Community Foundation

Encouraging, supporting, and facilitating philanthropy in Orange County

four stars

93.11

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

Board Leadership
Reshma Block
Chair

CEO
Shelley Hoss
President

  Score
(out of 100)
Rating
Overall Score & Rating 93.11 four stars
  Financial 91.13 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 11/01/2020 and includes data from FY2019, 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.

Impact Information

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Financial

four stars

91.13

Accountability & Transparency

four stars

96.00

This rating was published 11/01/2020 and includes data from FY2019, 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)
96.2%
  Administrative Expenses 2.5%
  Fundraising Expenses 1.1%
  Fundraising Efficiency < $0.01
  Working Capital Ratio (years) 2.43
  Program Expenses Growth 6.1%
  Liabilities to Assets 6.4%
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) 93.11 four stars
Community Foundation for Northeast Michigan (MI) 88.18 three stars
El Dorado Community Foundation (CA) 85.88 three stars
McPherson County Community Foundation (KS) 90.58 four stars
Los Altos Community Foundation (CA) 93.32 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $81,874,604
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $579,315
   Related Organizations $4,067,181
   Government Grants $212,911
Total Contributions $86,734,011
   Program Service Revenue $0
Total Primary Revenue $86,734,011
   Other Revenue $3,849,715
TOTAL REVENUE $90,583,726
   
EXPENSES  
   Program Expenses $75,339,457
   Administrative Expenses $2,413,515
   Fundraising Expenses $1,054,729
TOTAL FUNCTIONAL EXPENSES $78,807,701
   
Payments to Affiliates $0
Excess (or Deficit) for the year $11,776,025
   
Net Assets $308,289,429

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 $69,090,824 91.7%
Interest Endowment Funds $3,399,597 4.5%
Community Leadership Initiatives $2,849,036 3.8%

Ratings History
Orange County Community Foundation has received 10 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 11/01/2020 93.11 four stars
2018-06 09/03/2019 95.42 four stars
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

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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$371,913 0.47% Shelley Hoss President

Highly Rated

Charity Name & State Overall Score Overall Rating
Orange County Community Foundation (CA) 93.11 four stars
Community First Foundation (CO) 92.79 four stars
Parasol Tahoe Community Foundation (NV) 96.78 four stars
Essex County Community Foundation Incorporated (MA) 95.47 four stars
Community Foundation of Eastern Connecticut (CT) 96.09 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 Boulevard
Suite 510
Newport Beach, CA 92660
tel: (949) 553-4202
fax: (949) 553-4211
EIN: 33-0378778

Visit Web Site

Board Leadership

Reshma Block
Chair

CEO

Shelley Hoss
President

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