- Revenue 2023
- $167,906,641
- Expenses 2023
- $94,966,139
Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- T310
- Classification
- 1000
- Street
- 19200 VON KARMAN AVE STE 700
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $167,906,641
- Expenses
- $94,966,139
- Contributions
- $160,195,925
- Grants paid
- $85,984,419
-
2022
- Revenue
- $166,637,065
- Expenses
- $110,872,689
- Contributions
- $165,666,639
- Grants paid
- $102,658,633
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
Nonprofiteer parses the Form 990 only. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.
Grants made
-
$20,000,000
2022 ENVIRONMENT
-
ROCKEFELLER PHILANTHROPY ADVISORS INC
$9,000,000
2022 COMMUNITY IMPROVEMENT AND DEVELOPMENT
-
$7,812,096
2023 COMMUNITY IMPROVEMENT AND DEVELOPMENT
-
$7,523,480
2022 COMMUNITY IMPROVEMENT AND DEVELOPMENT
-
$5,157,000
2023 ENVIRONMENT
-
$4,519,500
2023 EDUCATION
-
$2,994,000
2022 COMMUNITY IMPROVEMENT AND DEVELOPMENT
-
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
$2,750,000
2023 HEALTH AND WELLNESS
-
UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
$2,537,840
2022 HEALTH AND WELLNESS
-
$2,304,250
2023 HEALTH AND WELLNESS
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
$52,058,639
2022 PROGRAM SUPPORT
-
DONOR ADVISED CHARITABLE GIVING
$3,824,100
2024 PUBLIC, SOCIETAL BENEFIT
-
CALIFORNIA COMMUNITY FOUNDATION
$3,334,811
2023 EDUCATION
-
$1,444,476
2024 PUBLIC, SOCIETAL BENEFIT
-
2025 7/31/25 restricted grant agreement
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$1,099,100
2022 For grant recipient's exempt purposes
-
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
$1,068,260
2023 For grant recipient's exempt purposes
-
2024 For grant recipient's exempt purposes
-
$570,559
2024 PROGRAM SUPPORT
-
$569,133
2023 PROGRAM SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
501 (C)(3) · TO CARRY OUT THE PURPOSES OF OCCF. · CA · controlled entity
-
ORANGE COUNTY SHARED SPACES FOUNDATION
501 (C)(3) · TO DEVELOP MULTI-TENANT NONPROFIT CENTER. · CA · controlled entity
Declared as related by
-
On its 2024 return
-
ORANGE COUNTY SHARED SPACES FOUNDATION
On its 2024 return
-
On its 2024 return
-
K U ENDOWMENT CHARITABLE GIFT FUND
On its 2024 return
-
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.