2022 Annual Report
Incubating powerful solutions for the health and well-being of our communities.
Santa Ana Active Streets
Mission
At Charitable Ventures, we work with all stakeholders to strengthen communities and address critical social issues by:
- Supporting collaborative efforts
- Incubating new ideas and supporting community projects
- Providing practical and innovative consulting to nonprofits and foundations
Vision
Empowered communities where all stakeholders work together to solve critical social challenges through strategically-coordinated efforts and resources. From disaster relief funds to nonprofit operations support, we strive to build a mighty network of social enterprise support that directly benefits our communities.
2022 Financials
Since 2020, Charitable Ventures has stewarded over $60 million to bolster regional projects and initiatives and connected small nonprofits to vital resources, helping to build a stronger and more equitable community. This includes:
- Disaster relief funds
- Financial sponsorship services
- Philanthropic fund management
- Social enterprise support
- Nonprofit incubation services
- And more
Annual Revenue
$8,903,844
Grants
$10,861,287
Contracts
$1,179,647
Programs
$1,048,248
Donations
$439,750
Memberships
$192,250
Events
$129,413
Donor Benefits
$81,132
In-Kind
$6,973
Other
2022 at a Glance
in revenue
$ 0 M
in relief fund distribution
$ 0 M
individuals served through sponsored projects and programs
0 +
nonprofit professionals supported through education programs
0 +
employees
0
incubated nonprofits
0
social impact consulting clients
0
new regional initiatives launched
0
community assessments
0
Delivered Five Impact Services
Incubation & Fiscal Sponsorship
We provide incubation and fiscal sponsorship services that empower emerging nonprofits and community-led initiatives. This fiscal sponsorship helps new ideas take root that scale into sustainable, community-focused solutions to address critical social challenges.
Social Impact Consulting
We provide social impact consulting services that help nonprofits, foundations, and public agencies design and implement programs that drive measurable community outcomes. We help organizations align their mission with actionable strategies that increase efficiency and long-term sustainability.
Public Contract Administration / Collective Impact
Through public contract administration and collective impact initiatives, Charitable Ventures supports the effective management of large-scale, multi-stakeholder programs. We provide end-to-end administrative oversight for publicly funded projects, ensuring compliance, transparency, and efficient use of resources.
Relief Fund Administration and Regranting
Through expert relief fund administration and regranting services, we rapidly deploy funding to communities facing urgent challenges. We manage the full lifecycle of emergency funding programs—ensuring funds are distributed efficiently, equitably, and with measurable impact.
Community Programming
Leadership
Keith Swayne
Board ChairPresident, Swayne Family Foundation
John L. Benner
Board TreasurerCoach, Executive Coaches of Orange County Retired Business Executive
Shawna Smith
Board SecretaryCEO, Taller San Jose Hope Builders
Dr. Jerry Hunter
Member at LargeRetired Chancellor, North Orange County Community College District
Jason Lacsamana
Member at LargeDirector, Programs and Partnerships St. Joseph Community Partnership Fund
Edson McClellan
Member at LargePartner, Rutan & Tucker, LLP
John (Jake) C. Rohrer
Member at LargeCoach, Executive Service Corps, Los Angeles Chapter Retired Business Executive Former Member of Hoag Hospital Foundation Board
Susanna Vakili
Member at LargeLicensed Marriage and Family Therapist Child Play Therapist
Anne Olin
President and Chief Executive OfficerEx Officio Board Member
Ted Kim
Chief Financial Officer
Interested in learning more?
We are grateful for you
Charitable Ventures extends our heartfelt gratitude to our partners, whose unwavering support and collaborative spirit have propelled us far on our journey of positive change for our nonprofit support services. Together, we have achieved remarkable milestones, making a lasting impact on the communities we serve.