Experience

Ventura County Community Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Chief Compliance Officer

  • Jun 2015 - Present

  Responsible for the development and oversight of the foundation's corporate compliance program ensuring that the Board of Directors, management and staff are operating in compliance with the rules and regulations of all relevant regulatory bodies. Responsible for the development and oversight of the foundation's corporate compliance program ensuring that the Board of Directors, management and staff are operating in compliance with the rules and regulations of all relevant regulatory bodies.



SBCC Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Chief Operating Officer / Interim Executive Director

  • Feb 2013 - Jun 2015

  Responsible for leading all internal operations of the Foundation. Implementation of key strategic initiatives related to fund development, personnel, and technology. Responsible for leading all internal operations of the Foundation. Implementation of key strategic initiatives related to fund development, personnel, and technology.



Netzel Grigsby Associates

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Vice President

  • Apr 2011 - Jan 2013

  Provided fundraising, management, strategic planning and interim management services to nonprofit clientele. Provided fundraising, management, strategic planning and interim management services to nonprofit clientele.



James S. Rivera, Consultant

• Ventura, CA

• Principal

  • Sep 2009 - Mar 2011

  Provided administration of human resources function for Santa Barbara Foundation during period of reorganization and transition. Served as Interim Executive Director for St. John's Healthcare Foundation and facilitated search process for permanent replacement. Served as Interim Executive Director for the Foundation for Santa Barbara City College and facilitated search process for permanent replacement. Provided administration of human resources function for Santa Barbara Foundation during period of reorganization and transition. Served as Interim Executive Director for St. John's Healthcare Foundation and facilitated search process for permanent replacement. Served as Interim Executive Director for the Foundation for Santa Barbara City College and facilitated search process for permanent replacement.



Santa Barbara Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Vice President of Administration

  • Sep 2001 - Aug 2009

  Oversaw day-to-day operations of $230 Million community foundation with three office locations employing 21 personnel. Staffed Governance and Personnel Committees of the Board developing policies and issue statements related to legal compliance, salary administration, and special projects. Managed all human resources functions, including salary and benefits administration. Managed confirmation process validating foundation’s compliance with national standards. Implemented special marketing… Show more Oversaw day-to-day operations of $230 Million community foundation with three office locations employing 21 personnel. Staffed Governance and Personnel Committees of the Board developing policies and issue statements related to legal compliance, salary administration, and special projects. Managed all human resources functions, including salary and benefits administration. Managed confirmation process validating foundation’s compliance with national standards. Implemented special marketing projects with television and print media spotlighting local nonprofits. Directed “Faith Based Initiative” which increased participation of local clergy in community problem solving. Completed comprehensive assessments of foundation’s grant making initiatives/processes and affiliate operations. Facilitated successful transition of new President/CEO and reorganization. Show less Oversaw day-to-day operations of $230 Million community foundation with three office locations employing 21 personnel. Staffed Governance and Personnel Committees of the Board developing policies and issue statements related to legal compliance, salary administration, and special projects. Managed all human resources functions, including salary and benefits administration. Managed confirmation process validating foundation’s compliance with national standards. Implemented special marketing… Show more Oversaw day-to-day operations of $230 Million community foundation with three office locations employing 21 personnel. Staffed Governance and Personnel Committees of the Board developing policies and issue statements related to legal compliance, salary administration, and special projects. Managed all human resources functions, including salary and benefits administration. Managed confirmation process validating foundation’s compliance with national standards. Implemented special marketing projects with television and print media spotlighting local nonprofits. Directed “Faith Based Initiative” which increased participation of local clergy in community problem solving. Completed comprehensive assessments of foundation’s grant making initiatives/processes and affiliate operations. Facilitated successful transition of new President/CEO and reorganization. Show less



Visiting Nurse and Hospice Care of Santa Barbara

• President & CEO

  • Sep 1992 - Aug 2001

  Developed, managed, and provided fiscal accountability for annual operating budget ($7.5 Million). Established residential program for the terminally ill, specialized programs for sick child care, and annual community flu immunization. Reduced service costs by 13% in response to diminished Medicare and insurance reimbursement. Increased the cost efficient utilization of clinical services while providing the highest level of patient care. Completed $2.4 Million capital campaign for purchase… Show more Developed, managed, and provided fiscal accountability for annual operating budget ($7.5 Million). Established residential program for the terminally ill, specialized programs for sick child care, and annual community flu immunization. Reduced service costs by 13% in response to diminished Medicare and insurance reimbursement. Increased the cost efficient utilization of clinical services while providing the highest level of patient care. Completed $2.4 Million capital campaign for purchase and renovation of corporate headquarters. Established annual charity care fundraising efforts. ($1.2 Million). Developed and implemented a comprehensive marketing and advertising program which increased name recognition and visibility of organization. Participated in community groups and events to increase public awareness of VNHCSB. Managed investments ($5.7 Million) of separately incorporated Foundation to support organization’s charitable mission. Show less Developed, managed, and provided fiscal accountability for annual operating budget ($7.5 Million). Established residential program for the terminally ill, specialized programs for sick child care, and annual community flu immunization. Reduced service costs by 13% in response to diminished Medicare and insurance reimbursement. Increased the cost efficient utilization of clinical services while providing the highest level of patient care. Completed $2.4 Million capital campaign for purchase… Show more Developed, managed, and provided fiscal accountability for annual operating budget ($7.5 Million). Established residential program for the terminally ill, specialized programs for sick child care, and annual community flu immunization. Reduced service costs by 13% in response to diminished Medicare and insurance reimbursement. Increased the cost efficient utilization of clinical services while providing the highest level of patient care. Completed $2.4 Million capital campaign for purchase and renovation of corporate headquarters. Established annual charity care fundraising efforts. ($1.2 Million). Developed and implemented a comprehensive marketing and advertising program which increased name recognition and visibility of organization. Participated in community groups and events to increase public awareness of VNHCSB. Managed investments ($5.7 Million) of separately incorporated Foundation to support organization’s charitable mission. Show less



United Way of Santa Barbara County

• United States
• Philanthropy
• 1 - 100 Employee

• Director of Planning, Allocations & Marketing

  • Aug 1987 - Aug 1992

  Managed resource allocation ($2 Million) review of 100+ applicant human service programs. Managed fundraising campaigns involving major local firms, educational institutions, public sector and non-profit groups realizing an average annual increase of 20%. Administered $700,000 fire relief fund for services provided to survivors of the Painted Cave Fire. Served as primary spokesperson to media, donors and agencies. Supervised various annual grantmaking committees comprised of 300 volunteers.… Show more Managed resource allocation ($2 Million) review of 100+ applicant human service programs. Managed fundraising campaigns involving major local firms, educational institutions, public sector and non-profit groups realizing an average annual increase of 20%. Administered $700,000 fire relief fund for services provided to survivors of the Painted Cave Fire. Served as primary spokesperson to media, donors and agencies. Supervised various annual grantmaking committees comprised of 300 volunteers. Managed contractual partnership agreements with four national health agencies. Developed and conducted annual survey of donors to identify priority areas of need. Initiated "Gifts In-Kind Program" which distributed $200,000 in goods to local charities. Show less Managed resource allocation ($2 Million) review of 100+ applicant human service programs. Managed fundraising campaigns involving major local firms, educational institutions, public sector and non-profit groups realizing an average annual increase of 20%. Administered $700,000 fire relief fund for services provided to survivors of the Painted Cave Fire. Served as primary spokesperson to media, donors and agencies. Supervised various annual grantmaking committees comprised of 300 volunteers.… Show more Managed resource allocation ($2 Million) review of 100+ applicant human service programs. Managed fundraising campaigns involving major local firms, educational institutions, public sector and non-profit groups realizing an average annual increase of 20%. Administered $700,000 fire relief fund for services provided to survivors of the Painted Cave Fire. Served as primary spokesperson to media, donors and agencies. Supervised various annual grantmaking committees comprised of 300 volunteers. Managed contractual partnership agreements with four national health agencies. Developed and conducted annual survey of donors to identify priority areas of need. Initiated "Gifts In-Kind Program" which distributed $200,000 in goods to local charities. Show less



United Way of Ventura County

• Camarillo, CA

• Director of Allocations & Planning

  • Feb 1984 - Jul 1987

  Managed annual review and allocation ($3.5 Million) process involving 65 applicant human service agencies. Developed and negotiated reciprocal support agreements with national health agencies. Established first county-wide assessment of community needs. Implemented planning studies re: homelessness and child day care. Managed annual review and allocation ($3.5 Million) process involving 65 applicant human service agencies. Developed and negotiated reciprocal support agreements with national health agencies. Established first county-wide assessment of community needs. Implemented planning studies re: homelessness and child day care.