2024-02-14T12:41:16-06:00 2023-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2022-07-01 953616628 ORANGEWOOD FOUNDATION ORAN 7146190200 1575 E 17TH STREET SANTA ANA CA 92705 JOHN LUKER CFO 7146190200 2024-02-14 1 JOHN LUKER 999009999 0 MARCY KEARNEY P02370487 6192708222 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN LUKER 1575 E 17TH STREET SANTA ANA CA 92705 16954476 0 X ORANGEWOODFOUNDATION.ORG X 1980 CA OFFER PROGRAMS TO DEVELOP STABLE HEALTHY FAMILIES AND SELF-SUFFICIENT ADULTS IN OUR COMMUNITIES. 43 41 130 1100 0 0 21750582 13032865 2114745 2541998 599169 513853 0 0 24464496 16088716 757086 1071023 0 0 7543366 8771490 0 0 976419 6901521 7007043 15201973 16849556 9262523 -760840 100333336 98258969 17329593 15026647 83003743 83232322 X TO STRIVE FOR EQUITY FOR OUR YOUTH BY VALUING AND SUPPORTING THE LIFE THEY ENVISION. 0 0 4065564 960550 2541998 EDUCATION: ORANGEWOOD FOUNDATION PROGRAMS HELP THE COMMUNITY AND FOSTER YOUTH DEVELOP ANDACHIEVE THEIR EDUCATIONAL GOALS, FROM HIGH SCHOOL TO COLLEGE TO GRADUATE SCHOOL. ORANGEWOOD FOUNDATIONHELPS FOSTER AND COMMUNITY YOUTH DEVELOP AND ACHIEVE THEIR EDUCATIONAL GOALS. OUR PROGRAMS INCLUDE SUPPORT FOR SAMUELI ACADEMY CHARTER SCHOOL, SCHOLARSHIPS FOR COLLEGE AND GRADUATE SCHOOL, AND EDUCATION-RELATED WORKSHOPS. 3852663 HOUSING: THE FOUNDATION PROVIDES HOUSING REFERRALS AND ASSISTANCE, PLUS TRANSITIONAL HOUSING THROUGHOUR FOUR RISING TIDE PROGRAM SITES. AMONG YOUTH WHO VISIT OUR RESOURCE CENTER, 55 PERCENT INDICATED THATTHEY HAD BEEN HOMELESS OR EXPERIENCED UNSTABLE HOUSING IN THE PAST SIX MONTHS. 2747172 110473 HEALTH AND WELLNESS: ON A DAILY BASIS, FOUNDATION STAFF MEMBERS HELP OUR YOUTH WITH THEIR PHYSICAL,EMOTIONAL, AND "RELATIONAL" HEALTH. OFTEN, STRUGGLES IN THESE AREAS BECOME HURDLES FOR OUR YOUTH TOACHIEVE THEIR OTHER GOALS ON THE PATH TO SELF-SUFFICIENCY, SUCH AS SECURING AND MAINTAINING HOUSING ANDEMPLOYMENT, LEARNING AND RETAINING LIFE SKILLS, AND PURSUING AN EDUCATION. 2093104 LIFE SKILLS AND EMPLOYMENT: SEVERAL ORANGEWOOD FOUNDATION PROGRAMS HELP CURRENT AND FORMER FOSTERYOUTH LEARN ESSENTIAL LIFE SKILLS THAT CHILDREN AND TEENS FROM STABLE FAMILIES OFTEN LEARN FROM THEIR PARENTS,EITHER DIRECTLY OR THROUGH OBSERVATION. OUR PROGRAMS ALSO HELP YOUTH FIND EMPLOYMENT AND DEVELOP JOB- READINESS SKILLS. 2093104 12758503 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 1 68 0 1 130 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 43 41 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 7146190202 1575 E 17TH STREET SANTA ANA CA 92705 ADAM HOROWITZ DIRECTOR 1.00 X 0 0 0 ALAN CLIFTON DIRECTOR 1.00 X 0 0 0 ANDY PHILLIPS DIRECTOR 1.00 X 0 0 0 BARRY MCMANUS DIRECTOR 1.00 X 0 0 0 BOB ISTWAN DIRECTOR 1.00 X 0 0 0 BRANDON FETTA DIRECTOR 1.00 X 0 0 0 BRUCE FETTER DIRECTOR 1.00 X 0 0 0 CASANDRA WILLIAMS DIRECTOR 1.00 X 0 0 0 CHRIS JONES DIRECTOR 1.00 X 0 0 0 CINDY S DILLION SECRETARY 1.00 X X 0 0 0 DANIEL M HOUCK II DIRECTOR 1.00 X 0 0 0 DAVE L DUNN DIRECTOR 1.00 X 0 0 0 DENNIS BERLIEN DIRECTOR 1.00 X 0 0 0 FERMIN GLASPER DIRECTOR 1.00 X 0 0 0 GREG DUNLAP CHAIR 1.00 X X 0 0 0 HARRY LANGENBERG DIRECTOR 1.00 X 0 0 0 JAIME HONG DIRECTOR 1.00 X 0 0 0 JEFF ROOS DIRECTOR 1.00 X 0 0 0 JO-E LOPEZ DIRECTOR 1.00 X 0 0 0 JOE LOZOWSKI DIRECTOR 1.00 X 0 0 0 JOHN STUMPF DIRECTOR 1.00 X 0 0 0 KASEY SURYAN DIRECTOR 1.00 X 0 0 0 KEITH DUGGAN DIRECTOR 1.00 X 0 0 0 KIMBERLY KIRKSEY DIRECTOR 1.00 X 0 0 0 KRIS THEILER DIRECTOR 1.00 X 0 0 0 LAUREN PETERSON DIRECTOR 1.00 X 0 0 0 MAEGAN LUJAN DIRECTOR 1.00 X 0 0 0 MARISSA BARTH DIRECTOR 1.00 X 0 0 0 MARK POWELL DIRECTOR 1.00 X 0 0 0 MITCH A JUNKINS DIRECTOR 1.00 X 0 0 0 MOHIT MITTAL DIRECTOR 1.00 X 0 0 0 NEENA MASTER DIRECTOR 1.00 X 0 0 0 PAUL TOBIN DIRECTOR 1.00 X 0 0 0 PIERO WEMYSS DIRECTOR 1.00 X 0 0 0 RENEE PEPYS LOWE DIRECTOR 1.00 X 0 0 0 RICK SHERBURNE DIRECTOR 1.00 X 0 0 0 SANDI JACKSON DIRECTOR 1.00 1.00 X 0 0 0 SONA SHAH DIRECTOR 1.00 X 0 0 0 STEVE KEEFER DIRECTOR 1.00 X 0 0 0 SUSAN SAMUELI CO-CHAIR 1.00 1.00 X X 0 0 0 TIM RYAN DIRECTOR 1.00 X 0 0 0 VIC MERJANIAN DIRECTOR 1.00 X 0 0 0 VIKKI MURPHY DIRECTOR 1.00 X 0 0 0 CHRIS SIMONSEN CEO 50.00 1.00 X 347726 0 11926 JOHN LUKER COO & CFO 45.00 5.00 X 279876 0 11814 JOY CORPORA CHIEF PEOPLE/CULTURE OFFICER 50.00 X 174200 0 3139 KENDRA PURYEAR CHIEF DEVELOPMENT OFFICER 50.00 X 167179 0 9041 RICHARD WIEPKING CHIEF TECHNOLOGY OFFICER 50.00 X 150950 0 2324 SHAUNTINA SORRELLS CHIEF PROGRAM OFFICER 50.00 X 216694 0 10294 LINDA GIEL CONTROLLER 40.00 5.00 X 116561 0 10185 NICOLE DUTRA DIRECTOR OF MARKETING/COMMUNICATIONS 40.00 X 113756 0 2819 RANI MAMMEN PROGRAM DIRECTOR OF HOUSING 40.00 X 104100 0 11353 TAMI DI PAOLO DIRECTOR OF YOUTH SUPPORT SERVICES 40.00 X 111982 0 878 TYLER KUNNEL DIRECTOR OF FACILITIES/CONSTRUCTION 40.00 X 125899 0 11384 1908923 0 85157 11 0 1 0 SNYDER LANGSTON 17962 COWAN IRVINE CA 92614 CONSTRUCTION 299687 FLANDERS POINTE APARTMENT 15520 TUSTIN VILLAGE WAY TUSTIN CA 92780 RENTS 232581 ORANGE TREE APARTMENTS 13902 TAFT ST GARDEN GROVE CA 92843 RENTS 194618 SULABHA ABHYANKAR N/A TUSTIN CA 92780 THERAPY SERVICES 141775 COVENANT HOUSE OF CALIFORNIA 1325 N WESTERN AVE LOS ANGELES CA 90027 YOUTH SERVICES 119750 5 1273402 4905443 6854020 752300 13032865 RISING TIDE & SAMUELI ACADEMY 624100 1548355 1548355 ADMIN SERVICE FEES 561000 993643 993643 2541998 513853 513853 865760 1273402 865760 0 16088716 2541998 0 513853 110473 110473 960550 960550 580750 290375 290375 6643179 4306894 1643937 692348 150423 95728 40278 14417 833682 530551 223230 79901 563456 358580 150874 54002 53300 53300 491881 259938 205294 26649 256825 140862 112490 3473 207146 71386 114224 21536 249742 173938 54861 20943 416540 341851 53894 20795 70989 68625 1304 1060 47820 28165 16360 3295 489914 479917 6873 3124 2609310 2497708 76726 34876 163738 152457 11281 TRANSITIONAL HOUSING 752359 752359 DONATED GOODS/SERVICES 752300 752300 YOUTH CONNECTED PROGRAM 149694 149694 ILP/RESOURCE CENTER 106913 106913 188572 129239 59333 16849556 12758503 3114634 976419 5002729 5515805 13350333 6284163 266268 233283 78596624 12584129 68415585 66012495 13128322 20036178 170099 177045 100333336 98258969 1564419 1842751 655352 432205 10564609 10166077 11450 8800 4533763 2576814 17329593 15026647 X 62654507 58624668 20349236 24607654 83003743 83232322 100333336 98258969 -760840 1093547 -104128 0 X 0 1 X 1 1 1 X 32191717 20266870 11351458 21750582 13032865 98593492 2314945 2644530 1699147 2114745 2541998 11315365 34506662 22911400 13050605 23865327 15574863 109908857 0 0 0 109908857 473916 344226 285191 577733 513853 2194919 473916 344226 285191 577733 513853 2194919 386398 2136 388534 35366976 23255626 13337932 24443060 16088716 112492310 0.97700 0.98120 0.01950 0.01540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 10819096 5261216 1216612 0 853908 16443016 10512609 1977797 -1227347 443963 10819096 8914113 184645 1801339 387488 10512609 8550036 180076 190001 6000 8914113 7852966 824344 369265 496539 8550036 0.11000 0.42000 0.47000 1 0 10273312 10273312 66775595 11650661 55124934 1479926 873330 606596 67791 60138 7653 66012495 CASH AND SHORT-TERM INVESTMENTS 135147 F MUTUAL FUNDS 10495439 F EQUITY SECURITIES 9405592 F 20036178 X 17078135 1093547 1093547 15984588 104128 104128 16088716 16849556 0 16849556 0 16849556 PART IV, LINE 2B: DEPOSITS ARE HELD FOR YOUTH APARTMENTS RENTED BY ORANGEWOOD FOUNDATION FOR THE YOUTH. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS HAVE BOTH DONOR RESTRICTED FUNDS AND UNRESTRICTED FUNDS. THE DONOR RESTRICTED FUNDS INCLUDES THE ORANGEWOOD SCHOLARSHIPS ENDOWMENT, ORANGEWOOD OPERATIONS ENDOWMENT, SAMUELI ACADEMY SCHOLARSHIPS ENDOWMENT, SAMUELI ACADEMY OPERATIONS ENDOWMENT, AND THE OCCF FUND. THE INTENDED USES OF THE LISTED ENDOWMENTS INCLUDE STUDENT SCHOLARSHIPS AND OPERATIONAL SUPPORT FOR THE FOSTER FAMILY AGENCY AS WELL AS FOR OTHER PROGRAMS COSTS. PART X, LINE 2: MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUALFILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TOUNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. ADVENTURE CHALLANGE 627102 403298 223804 16891 77578 12823 116512 AMBASSADORS LUNCHEON 471693 293812 177881 5448 63149 915 450 107919 10 1040367 576292 464075 464075 2139162 1273402 865760 22339 140727 13738 450 688506 865760 0 1 COVENANT HOUSE CALIFORNIA INC 1325 N WESTERN AVENUE LOS ANGELES CA 90027 133391210 110473 0 HOUSING GRANTS 1 SCHOLARSHIPS FOR COLLEGE AND LIVING 515 930550 PART I, LINE 2: FOR HIGHER EDUCATION SCHOLARSHIP REQUESTS THE ORGANIZATION GIVES THE MONEY TO THE YOUTH UPON RECEIPT OF CLASS SCHEDULES. THERE ARE GENERALLY 5 INSTALLMENTS FOR THE PAYMENT, 1/2, THE SEMESTER UPFRONT; THE SECOND HALF AFTER THE FINAL DROP DAY OF CLASSES AND THE STUDENT HAS PROVIDED THE CURRENT CLASS SCHEDULE. IF THE STUDENT COMPLETES THE SAME NUMBER OF UNITS THAT WERE INCLUDED IN THE INITIAL INSTALLMENTS, WITH A GRADE OF C OR BETTER, THEN THEY WILL BE FUNDED FOR THE SECOND SEMESTER UNDER THE SAME TIMEFRAME GUIDELINES. IF THE STUDENT DROPPED UNITS OR DID NOT SUCCEED AT PASSING THE CLASS WITH A C OR BETTER, THEN THE NEXT SEMESTER GRANT WILL BE REDUCED UNTIL THE STUDENT HAS SUCCESSFULLY COMPLETED THE ORIGINAL UNITS THAT FUNDS WERE GRANTED FOR. AT THE END OF THE YEAR, IF THE STUDENT HAS COMPLETED 24 UNITS OR MORE, WITH PASSING GRADES OF C OR BETTER AND PROVIDES ALL THE CLASS SCHEDULE DOCUMENTATION INCLUDING GRADES, THEY ARE ELIGIBLE FOR A BONUS SCHOLARSHIP AMOUNT. FOR GRANTS TO YOUTH NOT ATTENDING HIGHER EDUCATION, THE ORGANIZATION PROVIDES BASIC SUPPORT TO COVER LIVING EXPENSES. THE YOUTH MUST SHOW WHAT THE EXPENSES ARE GOING TO BE USED FOR. FUTURE GRANTS ARE DEPENDENT ON HOW THE YOUTH SPENDS THE INITIAL FUNDS. FOR OTHER SUPPORT AND COURSES, INCLUDING DRIVERS EDUCATION, EXTRA CURRICULAR ACTIVITIES OR SCHOOL SUPPLIES, INVOICES ARE PROVIDIED FOR FUNDING. X X X X X 0 0 0 0 0 1 0 0 0 CHRIS SIMONSEN CEO 297726 0 50000 0 0 0 2000 0 9926 0 359652 0 0 0 JOHN LUKER COO & CFO 249876 0 30000 0 0 0 2000 0 9814 0 291690 0 0 0 SHAUNTINA SORRELLS CHIEF PROGRAM OFFICER 191694 0 25000 0 0 0 2000 0 8294 0 226988 0 0 0 JOY CORPORA CHIEF PEOPLE/CULTURE OFFICER 159200 0 15000 0 0 0 2000 0 1139 0 177339 0 0 0 KENDRA PURYEAR CHIEF DEVELOPMENT OFFICER 160179 0 7000 0 0 0 2000 0 7041 0 176220 0 0 0 RICHARD WIEPKING CHIEF TECHNOLOGY OFFICER 150950 0 0 0 0 0 2000 0 324 0 153274 0 0 0 PART I, LINE 6 ALL LISTED EMPLOYEES RECEIVED A BONUS THAT WAS CONTINGENT ON EARNINGS. EXECUTIVE OFFICERS ARE ELIGIBLE TO RECEIVE A BONUS, SUBJECT TO CRITERIA THAT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. A CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2016-07-01 12660000 K-12 SCHOOL FACILITY 0 0 0 B CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2019-03-01 20500000 K-12 SCHOOL FACILITY 0 0 0 A 2493923 12660000 12352645 224713 82642 2022 1 0 1 1 B 18638252 20500000 503900 19996100 2022 0 0 1 1 A 0 0 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 KIMBERLY KIRKSEY BOARD MEMBER 8570 PURCHASED DISCOUNTED FURNITURE 0 X 672565 FMV X 66899 FMV X 12836 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TIM RYAN (BOARD MEMBER) IS AN EMPLOYEE OF ANAHEIM ARENA MANAGEMENT, WHICH IS OWNED BY SUSAN SAMUELI (BOARD MEMBER). FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ADMINISTRERED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT CONSULTANT IS HIRED TO PERFORM A MARKET REVIEW OF THE SALARIES OF THE CFO/COO AND CEO. THE RESULTS OF THIS REVIEW ARE PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD, WHICH APPROVES THE SALARIES AND ANY ADJUSTMENTS FOR THE CFO/COO AND CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ORANGEWOOD REAL PROPERTY LLC 1575 E 17TH ST SANTA ANA CA 92705 900720564 REAL ESTATE CA 1455096 64037136 ORANGEWOOD FOUNDATION ORANGEWOOD RESIDENTIAL LLC 1575 E 17TH ST SANTA ANA CA 92705 800722825 FOSTER FAMILY AGENCY CA 1700648 527281 ORANGEWOOD FOUNDATION GENERAL WILLIAM LYON WORKFORCE ACADEMY 4901 BIRCH ST NEWPORT BEACH CA 92660 854175777 WORKFORCE DEVELOPMENT CA 1293105 2629714 ORANGEWOOD FOUNDATION SAMUELI ACADEMY 1575 E 17TH ST SANTA ANA CA 92705 453866750 CHARTER SCHOOL CA 501(C)(3) LINE 2 ORANGEWOOD FOUNDATION 1 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 ORANGEWOOD RESIDENTIAL LLC B 300000 CASH ORANGEWOOD REAL PROPERTY LLC B 1691221 CASH SAMUELI ACADEMY A 1448208 CASH SAMUELI ACADEMY O 979726 CASH