Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1994.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
95 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
28 people listed on the 990; $2.2M paid to officers and key staff.
Shelley Hoss’s $472K as Chief Executive Officer is at the 49th percentile of top reported officer pay among 129 $100M+ philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Shelley Hoss | $471,533 | $446,829 | $421,999 | $443,422 | $394,043 | $395,841 |
| Tammy Tumbling | $329,244 | $281,619 | $266,239 | $254,908 | $244,989 | — |
| Tracy Branson | $250,155 | $231,843 | $223,295 | $212,668 | $208,323 | $208,832 |
| Todd Hanson | — | — | — | $230,363 | $197,113 | $192,811 |
| Cathleen Otero | $215,465 | $195,863 | $186,417 | $174,196 | $163,805 | $159,682 |
| Mary Jacobson Thru 0120 | — | — | — | — | — | $193,652 |
| Margita Labhard | $188,033 | — | — | — | — | — |
| Margita Blattner | — | $177,779 | $160,106 | $145,483 | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Manages charitable funds and scholarships to support community needs and student education in Orange County.
Questions for Orange County Community Foundation
Your first name shows with your question. Orange County Community Foundation answers here, for everyone.
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Donor advised and scholarship fundscontributions to donor advised funds (endowed and nonendowed) were $114,600,000. Grants from donor advised funds were $112,300,000. Occf also has over 60 scholarship funds that helped more than 420 students with scholarships totaling $2,000,000. Other granting totaled $5,800,000.
Field of interest and legacy in alignment with our commitment to faithfully steward the intentions of our donors, occf maintains several field of interest and legacy funds that award grants in arts and culture, education, environment, health, human services, special needs and nonprofit capacity building.
Discretionaryin alignment with our mission to transform our community's heartfelt intention into greater impact for good, occf continued to direct its discretionary resources toward multiple local initiatives: 1) workforce development initiative, to connect educational institutions and workforce development programs to in-demand…
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2025 990, line by line.
Download 990
| Line | Start FY25 | End FY25 |
|---|---|---|
| Cash and savingsLn 1–2 | $108.6M | $86.8M |
| InvestmentsLn 11–13 | $545.0M | $629.0M |
| Land, buildings, equipmentLn 10c | $1.1M | $832K |
| Total assetsLn 16 | $688.2M | $743.6M |
| LiabilitiesLn 26 | $29.3M | $28.9M |
| Net assetsLn 32 | $658.9M | $714.7M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $120.7M | $120.7M | ||
| Grants to domestic individualsLn 2 | $2.0M | $2.0M | ||
| Grants and assistance to foreign recipientsLn 3 | $2.6M | $2.6M | ||
| Pay of current officers, directors and key staffLn 5 | $1.8M | $640K | $771K | $434K |
| Other salaries and wagesLn 7 | $2.7M | $1.2M | $1.0M | $466K |
| Pension plan contributionsLn 8 | $133K | $58K | $50K | $24K |
| Other employee benefitsLn 9 | $279K | $111K | $113K | $55K |
| Payroll taxesLn 10 | $296K | $123K | $121K | $53K |
| Legal feesLn 11b | $52K | $14K | $37K | $1K |
| Accounting feesLn 11c | $84K | $84K | ||
| Investment management feesLn 11f | $1.8M | $1.8M | ||
| Other fees for servicesLn 11g | $238K | $87K | $72K | $80K |
| Advertising and promotionLn 12 | $24K | $24K | ||
| Office expensesLn 13 | $282K | $6K | $277K | |
| Information technologyLn 14 | $378K | $187K | $151K | $40K |
| OccupancyLn 16 | $662K | $305K | $282K | $75K |
| Conferences, conventions and meetingsLn 19 | $79K | $19K | $46K | $14K |
| Depreciation, depletion and amortizationLn 22 | $274K | $274K | ||
| InsuranceLn 23 | $39K | $8K | $27K | $4K |
| Other expenses (24a–d)Ln 24 | $999K | $903K | $95K | |
| Total functional expensesLn 25 | $135.4M | $128.9M | $5.1M | $1.4M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest Viewing | $138.5M | $135.4M | $3.1M | $714.7M | 990 PDF |
| FY2024 | $167.9M | $95.0M | $72.9M | $658.9M | 990 PDF |
| FY2023 | $166.6M | $110.9M | $55.8M | $539.8M | 990 PDF |
| FY2022 | $121.2M | $83.3M | $38.0M | $448.0M | 990 PDF |
| FY2021 | $113.0M | $105.0M | $8.0M | $432.8M | 990 PDF |
| FY2020 | $141.8M | $108.5M | $33.2M | $340.4M | 990 PDF |
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Schedules filed Part IV
See the full FY2025 990 (6 parts)
Part I · Summary $138,490,195 revenue, 12 lines filed
Part VI · Governance 14 of 14 board members independent, no flags
Part VIII · Statement of revenue $138,490,195 across 11 lines filed
Part IX · Statement of functional expenses $135,407,788 across 20 lines filed
Part X · Balance sheet $743,598,109 assets, 18 lines filed
Part XI · Reconciliation of net assets $714,747,870 net assets at year end
Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File
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