Charitable Ventures of Orange County

Nonprofit profile at a glance

EIN
208756660
IRS 990 coverage
2012–2025
Forms available
Form 990 2025, Form 990-T 2025
Location
Santa Ana, CA, USA
Phone
7145976630
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nonprofit Management

Official website

Reported finances

Revenue
$18,309,727
Expenses
$18,752,850
Assets
$8,636,436
Liabilities
$4,924,741

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • ANNE OLIN (President & CEO)

Highest reported compensation

  • ANNE OLIN (President & CEO): $199,774 total reported compensation
  • TODD TAYLOR (CFO): $30,050 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization is dedicated to providing resources and support services (such as incubation, accounting, and fiscal sponsorship) to emerging charitable ventures and projects.

What it reported doing in 2025

925 NB HT - The Newport Beach Housing Trust (NBHT) will be a catalyst for new rental and ownership housing by: Serving as an intermediary between investors and developers; Assembling capital from public, private, and philanthropic sources; Extending flexible loans on housing developments that otherwise would not be funded; Providing technical assistance to developers of affordable and missing-middle housing nurturing community partnerships to increase impact. The Newport Beach Housing Trust will provide the kind of financing tools developers need but are sometimes considered too risky for traditional lenders. Examples are land banking, pre-development activities, and construction. Making capital available at these early stages of a project could make all the difference for a variety of workforce and affordable rental housing developments, for senior independent living properties, and even accessory dwelling units. NBHT will also coordinate and seek partnerships with other housing organizations in the region, to be sure that program offerings are complementary and additive

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 78% for direct work, and 22% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 65
  • Accountability: 100
  • Sustainability: 22
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 84.9%; rating input score 85
  • Program expense ratio: 82.9%; rating input score 83
  • Fundraising efficiency: $125.13 raised per $1 spent on fundraising; rating input score 86; 86th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 88.2%; rating input score 88; 3rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 73.9%; rating input score 74; 21st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -2.4%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 0.46; rating input score 11; 11th percentile among comparable filings
  • Liabilities to assets ratio: 0.57; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 1.2%; rating input score 85; 85th percentile among comparable filings

Growth

  • Program expense growth: 16.3% per year; rating input score 100; 84th percentile among comparable filings
  • Revenue growth: 15.7% per year; rating input score 100; 87th percentile among comparable filings
  • Asset growth: 15.7% per year; rating input score 100; 84th percentile among comparable filings

Details

  • Where the money goes: 84.9% of revenue deployed · 82.9% of spending went to programs
  • Governance: 9 of 9 board members independent · 9 of 9 filing controls reported
  • Programs: 93 filed program accomplishments · $15.5M in reported program spending
  • Leadership: top reported pay $200K · 12 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 4 contractors listed · $546K reported
  • Consistency: 33 of 35 current checks pass · 2 findings to review
  • Schedules: 10 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 12 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Money network: 44 filed money-flow records
  • Related organizations: 22 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 14/100.
  • High — Sustainability: Total-asset coverage ratio scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.