Orange County Community Foundation
Manages charitable funds and scholarships to support community needs and student education in Orange County. For fiscal year 2024 it reported $138.5M in revenue, $135.4M in expenses, and $714.7M in net assets.Pt I
- Founded
- 1989
- Type
- Public foundation / grantmaker · Foundations & Grantmakers
- Location
- Irvine, CA
- Website
- www.oc-cf.org
- Filings
- 5 on file (2020–2024)
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Summary of the Filing
Where the work happens
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…
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
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 | FY2024 | 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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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 95% | — | — |
| Overhead ratio | 4% | — | — |
| Fundraising cost ratio | 1% | — | — |
| Revenue growth | -18% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Grants
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Filings & Schedule Manifest
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Sources
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