CHARITABLE VENTURES OF ORANGECOUNTY INC

SANTA ANA, CA, 92705-8520 (714) 597-6630 Est. 2007 EIN 20-8756660
S50— Community Improvement Form 990 501(c)(3)
www.charitableventuresoc.org

Mission

THE ORGANIZATION IS DEDICATED TO PROVIDING RESOURCES AND SUPPORT SERVICES (SUCH AS INCUBATION, ACCOUNTING, AND FISCAL SPONSORSHIP) TO EMERGING CHARITABLE VENTURES AND PROJECTS.

Giving Portfolio

Total Grants
153
Total Giving
$6.1M
Recipients
151
Years Active
2018 - 2024
Avg grant: $40,463 Median: $25,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202424$470K $20K158
202323$768K $33K518
202255$2.8M $50K478
202041$1.4M $35K401
201810$644K $64K90

Sectors Funded

Human Services
28
Education
17
Health Care
16
Community Improvement
13
Arts, Culture & Humanities
8
Civil Rights & Advocacy
8
Philanthropy & Grantmaking
7
Crime & Legal-Related
5
and 8 more sectors

Top States

California
141
Washington
5
Hawaii
2
Tennessee
2
Virginia
2
Illinois
1

Grantee Size Profile

$1M - $5M
39
Over $50M
25
$10M - $50M
22
$500K - $1M
12
$100K - $500K
11
$5M - $10M
9
Under $100K
4

Top Grantees

Page 1 of 3

Grants Awarded · 138 grants

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Financials

Total Revenue
$18,101,826
Total Expenses
$17,344,360
Net Assets
$5,928,515
235 employees 716 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
4.1 months Adequate
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 24.0%
Expenses ↓ 29.0%
Revenue Sources
Contributions 87.8% Earned revenue 12.1% Investment 0.1%
Expense Breakdown
Program 79.9% Management 19.9% Fundraising 0.2%

Officers & Trustees (10)

We treat individual compensation with extra care. Named amounts are on Grow plans.

Filing History (5 filings)

YearRevenueExpensesNet Assets
2024 Form 990
Jan 1, 2024 to Dec 31, 2024
$18,101,826 $17,344,360$5,928,515
2023 Form 990
Jan 1, 2023 to Dec 31, 2023
$23,817,697 $24,442,406$6,084,655
2022 Form 990
Jan 1, 2022 to Dec 31, 2022
$22,680,227 $22,703,444$6,622,523
2020 Form 990
Jan 1, 2020 to Dec 31, 2020
$24,737,393 $21,272,763$7,075,491
2018 Form 990
Jan 1, 2018 to Dec 31, 2018
$7,375,628 $6,994,565$1,426,649

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EIN: 20-8756660 · Source: IRS Form 990 e-file data