Charitable Ventures
Mission
Our mission is to support and empower community leaders through capacity building, sponsorship, and incubation.
Ruling year
2007
President
Anne Olin
Main address
1505 E. 17th Street Suite 101
Santa Ana, CA 92705 USA
EIN
20-8756660
NTEE code
Nonprofit Management (S50)
IRS filing requirement
This organization is required to file an IRS Form 990 or 990-EZ.
Sign in or create an account to view Form(s) 990 for 2021, 2020 and 2019.
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Communication
Programs and results
What we aim to solve
Our programs
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.
Where we work
External reviews
Our results
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
Learn more about Sustainable Development Goals.
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
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.
What are the organization's key strategies for making this happen?
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.
What are the organization's capabilities for doing this?
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.
What have they accomplished so far and what's next?
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
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Operations
The people, governance practices, and partners that make the organization tick.
Connect with nonprofit leaders
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Connect with nonprofit leaders
SubscribeBuild 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 directorsas of 09/19/2023
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
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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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
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Sexual orientation
No data
Disability
No data
Equity strategies
Last updated: 08/23/2021GuideStar 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
- 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.
- 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.
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- Letter of Determination
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