Orange County Community Foundation
EIN 330378778 · 501(c)(3) · Public charity · Irvine, CA · recognized 1994
- Assets
- $688M
- Revenue
- $168M
- Expenses
- $95.0M
- Investment income
- $7.9M
Form 990 fiscal year ended 06/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 06/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Cambridge Associates | Investment management services | $531,070 |
| Moss Adams Llp | Accounting & tax services | $125,563 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Shelley Hoss | Chief executive officer | $446,829 | $74,850 |
| Tammy Tumbling | President | $281,619 | $27,288 |
| Tracy Branson | Chief financial officer | $231,843 | $35,191 |
| Cathleen Otero | Chief operating officer | $195,863 | $28,325 |
| Margita Blattner | Sr. director philanthropic strategy | $177,779 | $26,798 |
| Greg Cravens | Controller | $157,960 | $31,150 |
| Nicole Perry | Accounting manager | $128,398 | $6,503 |
| Monica Seely | Sr. director, marketing and communications | $124,031 | $24,037 |
| Carol Ferguson | Sr. director, donor & community engagement | $113,335 | $25,933 |
| Bob Whalen | Board member | $0 | $0 |
| Paul Westhead | Board member | $0 | $0 |
| Fram Virjee | Board member (as of 03/20/24) | $0 | $0 |
| Gaddi Vasquez | Board member | $0 | $0 |
| Arnold Pinkston | Board member | $0 | $0 |
| Tam Nguyen | Board member (as of 03/20/24) | $0 | $0 |
| Kristen Monson | Board member | $0 | $0 |
| Dr Maria Minon | Board member | $0 | $0 |
| Joanna Kong | Board member | $0 | $0 |
| Paul Kagoo | Board member | $0 | $0 |
| Kate Duchene | Finance chair | $0 | $0 |
| Deanna Colglazier | Board member (thru 09/20/23) | $0 | $0 |
| Anna Cabral | Board member (as of 03/20/24) | $0 | $0 |
| Reshma Block | Board member (thru 09/20/23) | $0 | $0 |
| Herbert Bedolfe | Board member (thru 09/20/23) | $0 | $0 |
| Dan Bolar | Past chair | $0 | $0 |
| John Williams | Vice chair & secretary | $0 | $0 |
| Rachid Chamtieh | Chair (as of 9/20/23) | $0 | $0 |