Nonprofit screen
Screen a listCharitable Ventures of Orange County
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(2)
$18Mrevenue
FY2025 · −19% in 3 yrs123staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−2.4%
Months of reserve3.7mo
Revenue growth (annualized)+16.3%
Middle half of peersMedianCharitable Ventures of Orange County
Where the money goes FY2025 · $19M spent
Programs$16M83%Management and general$3.1M17%Fundraising$78k0%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$625k in FY2023 and −$443k in FY2025. Cash covers 3.7 months, above the peer median of 3.5.
990 Part I and balance sheetIn its favor3
Strong governance
9 of 9 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 16% a year since FY2017, faster than half of similar nonprofits.
990 Part I · peer cohortA history of government grants
Government grants on 5 of its 5 returns, 48% of revenue in FY2025.
990 Part VIII143funders
$4.5Ma year, last 3 years
21%from its largest funder
Funder’17’18’19’20’21’22’23The California EndowmentEvery year since FY2017$1.0M$994k$1.1M$1.3M$1.3M$803k$733kThe James Irvine FoundationOn and off$2k$200k$200k$100k$2.0MSt Joseph Health System FoundationSince FY2018$98k$60k$370k$168k$200k$772kXq InstituteOn and off$355k$750k$377kHosan FoundationSince FY2019$80k$250k$230k$280k$250kCalifornia Physicians' Service Fdn Dba Blue Shield of California FdnStopped after FY2020$295k$215k$150k$300k–Donor-advised giftsDonors not disclosed$173k$222k$319k$3.4M$1.4M$458k$341k96 other fundersUp to $408k a year each$622k$545k$891k$2.1M$1.5M$1.5M$847k
FundedThrough a donor-advised fundStopped