Charitable Ventures

Santa Ana, CA   |  www.charitableventuresoc.org

Mission

Our mission is to support and empower community leaders through capacity building, sponsorship, and incubation.

Ruling year info

2007

President

Anne Olin

Main address

1505 E. 17th Street Suite 101

Santa Ana, CA 92705 USA

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EIN

20-8756660

NTEE code info

Nonprofit Management (S50)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Fiscal Sponsorship

Fiscal sponsorship is a complicated business model that requires rigorous fund accounting and segregation of assets. It is not, as some have simplified it to be, simply the “borrowing” of another nonprofit’s501(c)(3) status. Sponsored projects work with Charitable Ventures staff to raise and process donations for project operations. Charitable Ventures provides donors with tax receipt paperwork and grantors with general reports on project progress. Because we work with many projects simultaneously, each project receives a separate bank account and monthly financial statements that track transactions and use of restricted assets. In addition to having a stellar onsite accounting and project management team, we also partner with a law firm and audit firm that provide expertise and advice on our fiscal and legal processes. These expenses are covered by the fiscal fees.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of new grants received

This metric is no longer tracked.
Totals By Year
Population(s) Served

Ethnic and racial groups, Families, Economically disadvantaged people

Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Number of fiscal sponsor applicants sponsored

This metric is no longer tracked.
Totals By Year
Related Program

Fiscal Sponsorship

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Charitable Ventures of Orange County is dedicated to developing as an organization to meet the growing needs of the nonprofit sector. We believe that the model of fiscal sponsorship, which provides back office and business support to our sponsored projects, is a critical resource in the effort to address community challenges.

Charitable Ventures of Orange County is currently supporting several large-scale regional initiatives in addition to our continuing work on community projects. These regional efforts are focused on solving longer term health and social development issues in Orange County.

Our role will be to assist in efficiently distributing resources and to manage collaborative efforts among all the agencies involved to achieve the most effective, high-impact results.

We continue to build our Charitable Ventures of Orange County infrastructure, including staff and experienced consultants, required by these regional initiatives.

Charitable Ventures of Orange County has been steadily building our infrastructure and our capacity to support our clients and ultimately impact the community we serve.

We greatly appreciate our Supporters, Donors and Funders who believe in the work of our projects and our ability to provide comprehensive fiscal sponsorship services.

Charitable Ventures of Orange County is proud to partner with organizations supporting regional initiatives and will look for additional opportunities to help support collaboration that aims to positively impact our community.

We provide educational workshop opportunities for our projects and partners, and will continue to do so in the future.

Financials

Charitable Ventures
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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Connect with nonprofit leaders

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Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Charitable Ventures

Board of directors
as of 09/22/2022
SOURCE: Self-reported by organization
Board chair

Mr. John Benner

Executive Coaches of Orange County

Term: 2021 - 2022

Anne Olin

The Olin Group

John Rohrer

Executive Services Corps, LA Chapter

John Benner

Executive Coaches of Orange County

Jason Lacsamana

St. Joseph Community Partnership Fund

Shawna Smith

Taller San Jose Hope Builders

Edson McClellan

Rutan & Tucker LLP

Keith Swayne

Swayne Family Foundation

Dr. Jerry Hunter

Community Volunteer

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Not applicable

Organizational demographics

SOURCE: Self-reported; last updated 11/17/2021

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 08/23/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.