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Nonprofiteer
← ORANGE COUNTY COMMUNITY FOUNDATION

Form 990 for tax year 2023

Filed by ORANGE COUNTY COMMUNITY FOUNDATION.

Totals

Total revenue
$167,906,641
Total expenses
$94,966,139
Contributions and grants received
$160,195,925
Grants paid
$85,984,419
Program services expenses (Part IX)
$89,345,165
Management and general expenses
$4,292,238
Fundraising expenses
$1,328,736
Program service expenses (Part III)
$89,345,165

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RACHID CHAMTIEH

    CHAIR (AS OF 9/20/23)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOHN WILLIAMS

    VICE CHAIR & SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • DAN BOLAR

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • HERBERT BEDOLFE

    BOARD MEMBER (THRU 09/20/23)

    Total calculated
    $0
    Hours/week
    0.5

  • RESHMA BLOCK

    BOARD MEMBER (THRU 09/20/23)

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • ANNA CABRAL

    BOARD MEMBER (AS OF 03/20/24)

    Total calculated
    $0
    Hours/week
    0.5

  • DEANNA COLGLAZIER

    BOARD MEMBER (THRU 09/20/23)

    Total calculated
    $0
    Hours/week
    0.5

  • KATE DUCHENE

    FINANCE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PAUL KAGOO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOANNA KONG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DR MARIA MINON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KRISTEN MONSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TAM NGUYEN

    BOARD MEMBER (AS OF 03/20/24)

    Total calculated
    $0
    Hours/week
    0.5

  • ARNOLD PINKSTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GADDI VASQUEZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • FRAM VIRJEE

    BOARD MEMBER (AS OF 03/20/24)

    Total calculated
    $0
    Hours/week
    0.5

  • PAUL WESTHEAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BOB WHALEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • SHELLEY HOSS

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $521,679
    From this org
    $446,829
    From related orgs
    $0
    Other
    $74,850
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $446,829
    Bonus
    $0
    Other
    $0
    Deferred
    $44,349
    Nontaxable benefits
    $30,501
    Filer's total
    $521,679

  • TAMMY TUMBLING

    PRESIDENT

    Total calculated
    $308,907
    From this org
    $281,619
    From related orgs
    $0
    Other
    $27,288
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,619
    Bonus
    $0
    Other
    $0
    Deferred
    $14,223
    Nontaxable benefits
    $13,065
    Filer's total
    $308,907

  • TRACY BRANSON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $267,034
    From this org
    $231,843
    From related orgs
    $0
    Other
    $35,191
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $231,843
    Bonus
    $0
    Other
    $0
    Deferred
    $12,107
    Nontaxable benefits
    $23,084
    Filer's total
    $267,034

  • CATHLEEN OTERO

    CHIEF OPERATING OFFICER

    Total calculated
    $224,188
    From this org
    $195,863
    From related orgs
    $0
    Other
    $28,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,863
    Bonus
    $0
    Other
    $0
    Deferred
    $10,340
    Nontaxable benefits
    $17,985
    Filer's total
    $224,188

  • MARGITA BLATTNER

    SR. DIRECTOR PHILANTHROPIC STRATEGY

    Total calculated
    $204,577
    From this org
    $177,779
    From related orgs
    $0
    Other
    $26,798
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,779
    Bonus
    $0
    Other
    $0
    Deferred
    $9,263
    Nontaxable benefits
    $17,535
    Filer's total
    $204,577

  • GREG CRAVENS

    CONTROLLER

    Total calculated
    $189,110
    From this org
    $157,960
    From related orgs
    $0
    Other
    $31,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,960
    Bonus
    $0
    Other
    $0
    Deferred
    $8,414
    Nontaxable benefits
    $22,736
    Filer's total
    $189,110

  • NICOLE PERRY

    ACCOUNTING MANAGER

    Total calculated
    $134,901
    From this org
    $128,398
    From related orgs
    $0
    Other
    $6,503
    Hours/week
    40

  • CAROL FERGUSON

    SR. DIRECTOR, DONOR & COMMUNITY ENGAGEMENT

    Total calculated
    $139,268
    From this org
    $113,335
    From related orgs
    $0
    Other
    $25,933
    Hours/week
    40

  • MONICA SEELY

    SR. DIRECTOR, MARKETING AND COMMUNICATIONS

    Total calculated
    $148,068
    From this org
    $124,031
    From related orgs
    $0
    Other
    $24,037
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
16 April 2025
IRS schema version
2023v6.0
Source object
202501089349300630

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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