ORANGEWOOD FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ORANGEWOOD FOUNDATION (EIN 95-3616628)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-02-23
- IRS object ID
- 202200549349301035
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-23T14:23:01-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10681 FOOTHILL BLVD STE 300 | AddressLine1Txt |
| City | RANCHO CUCAMONGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917303831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953616628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORANGEWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORAN | BusinessNameControlTxt |
| Phone | 7146190203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 E 17TH STREET | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LUKER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7146190203 | PhoneNum |
| Signature | 2022-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | LUKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE L GRAY CPA | PreparerPersonNm |
| PTIN | P01294460 | PTIN |
| Phone | 9094664410 | PhoneNum |
| Preparation | 2022-02-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN LUKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 E 17TH STREET | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,921,128 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ORANGEWOODFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF ORANGEWOOD FOUNDATION IS TO PREPARE FOSTER AND COMMUNITY YOUTH TO REACH THEIR GREATEST POTENTIAL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 108 | TotalEmployeeCnt |
| Total Volunteers | 1100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,266,870 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,351,458 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,387,164 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,699,147 | CYProgramServiceRevenueAmt |
| PY Investment Income | $351,516 | PYInvestmentIncomeAmt |
| CY Investment Income | -$121,373 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$220 | PYOtherRevenueAmt |
| CY Other Revenue | $2,136 | CYOtherRevenueAmt |
| PY Total Revenue | $22,005,330 | PYTotalRevenueAmt |
| CY Total Revenue | $12,931,368 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $981,581 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $839,426 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,778,385 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,337,251 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $864,044 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,537,366 | PYOtherExpensesAmt |
| CY Other Expenses | $5,820,371 | CYOtherExpensesAmt |
| PY Total Expenses | $12,297,332 | PYTotalExpensesAmt |
| CY Total Expenses | $12,997,048 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,707,998 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$65,680 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $99,096,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,720,097 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,458,367 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,956,049 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $73,638,334 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,764,048 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ORANGEWOOD FOUNDATION IS TO PREPARE FOSTER AND COMMUNITY YOUTH TO REACH THEIR GREATEST POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,181,652 | ExpenseAmt |
| Grant | $836,742 | GrantAmt |
| Revenue | $604,368 | RevenueAmt |
| Desc | EDUCATION-ORANGEWOOD FOUNDATION PROGRAMS HELP CURRENT AND FORMER FOSTER YOUTH DEVELOP AND ACHIEVE THEIR EDUCATIONAL GOALS, FROM HIGH SCHOOL TO COLLEGE TO GRADUATE SCHOOL. OUR PROGRAMS INCLUDE OUR SAMUELI ACADEMY CHARTER HIGH SCHOOL,SCHOLARSHIPS FOR COLLEGE AND GRADUATE SCHOOL AND EDUCATION-RELATED WORKSHOPS. SEE ORANGEWOODFOUNDATION.ORG | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,467,252 | ExpenseAmt |
| Desc | LIFE SKILLS & EMPLOYMENTSEVERAL ORANGEWOOD PROGRAMS HELP CURRENT AND FORMER FOSTER YOUTH 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.SEE ORANGEWOODFOUNDATION.ORG | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,413,621 | ExpenseAmt |
| Revenue | $1,096,915 | RevenueAmt |
| Desc | HOUSINGORANGEWOOD WAS ESTABLISHED IN 1981 TO BUILD A SHELTER FOR ABUSED AND NEGLECTED CHILDREN IN ORANGE COUNTY. WHEN IT WAS COMPLETED, ORANGEWOOD CHILDREN'S HOME (NOW KNOWN AS ORANGEWOOD CHILDREN AND FAMILY CENTER) WAS DEEDED BACK TO ORANGE COUNTY SOCIAL SERVICES AGENCY TO OWN AND OPERATE. THE FOUNDATION CONTINUES TO SUPPORT THE SHELTER WITH VOLUNTEERS, SPECIAL ACTIVITIES FOR THE CHILDREN, AND FUNDING FOR OCCASIONAL SPECIAL PROJECTS.THE FOUNDATION PROVIDES HOUSING REFERRALS AND ASSISTANCE, PLUS TRANSITIONAL HOUSING THROUGH OUR FOUR RISING TIDE PROGRAM SITES. SEE ORANGEWOODFOUNDATION.ORG | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,784,774 | ExpenseAmt |
| Grant | $2,684 | GrantAmt |
| Desc | HEALTH AND WELLNESSMANY FOSTER YOUTH STRUGGLE TO BECOME SELF-SUFFICIENT ONCE THEY ARE RELEASED FROM FOSTER CARE AT AGE 18. SOME ARE HOMELESS OR IN UNSTABLE HOUSING WHILE OTHERS ARE UNDER- OR UN-EMPLOYED. THROUGH OUR ONSITE RESOURCE CENTER WE HELP THESE YOUTH WITH THE BASICS SUCH AS NON-PERISHABLE FOOD, TOILETRIES, AND HOT LUNCHES. ADDITIONALLY, WE OFFER ACCESS TO MAIL BOXES, COMPUTERS, AND A WASHER AND DRYER. SEE ORANGEWOODFOUNDATION.ORG | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,784,774 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,684 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $9,847,299 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 108 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7146190203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 E 17TH STREET | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CHRIS SIMONSEN | |||||||
| CEO | 50.00 | Yes (X) | $336,269 | $0 | $11,216 | ||
| JOHN LUKER | |||||||
| CFO | 50.00 | Yes (X) | $256,477 | $0 | $11,216 | ||
| PAM SHAMBRA | |||||||
| DIR OF ACADEMY CAMPAIGN | 50.00 | $159,486 | $0 | $10,346 | Yes (X) | ||
| SHAUNTINA SORRELLS | |||||||
| CPO | 50.00 | $158,195 | $0 | $10,950 | Yes (X) | ||
| KENDRA PURYEAR | |||||||
| CDO | 50.00 | $155,462 | $0 | $8,516 | Yes (X) | ||
| ELISA MCGUIRE | |||||||
| DIR FOUNDATIONS | 50.00 | $116,763 | $0 | $10,830 | Yes (X) | ||
| POLLY WILLIAMS | |||||||
| DIR CSEC | 50.00 | $112,982 | $0 | $9,630 | Yes (X) | ||
| GREG DUNLAP | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUSAN SAMUELI | |||||||
| CO-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CINDY DILLION | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVE KEEFER | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ADAM HOROWITZ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ALAN CLIFTON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDY PHILLIPS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BOB BARTHOLOMEW | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BOB ISTWAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRUCE FETTER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CASANDRA WILLIAMS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CHRIS JONES | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAN HOUCK | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID DUNN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DENNIS BERLIEN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| FERMIN GLASPER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| HARRY LANGENBERG | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFF ROOS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOE LOZOWSKI | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN STUMPF | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN STRATMAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KASEY SURYAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEITH DUGGAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEN PARKER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KIMBERLY KIRKSEY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KRIS THEILER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LAUREN PETERSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MISSY BARTH | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MITCH JUNKINS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MOHIT MITTAL | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| NEENA MASTER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAUL TOBIN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PIERO WEMYSS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RENEE PEPYS LOWE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICH DUTCH | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICK SHERBURNE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SANDI JACKSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SHANNON TARNUTZER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SONA SHAH | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STUART BERNSTEIN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TIM RYAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VIC MERJANIAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| VIKKI MURPHY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,295,634 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $72,704 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SULABHA ABHYANKAR | |||||
| 24351 MOULTON PKWY STE 120 | LAGUNA WOODS | CA | 92637 | MENTAL HEALTH COUNSELING | $149,025 |
| GWIS LLC | |||||
| 668 NORTH COAST HIGHWAY PMB 183 | LAGUNA BEACH | CA | 92651 | MARKETING | $125,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,046,801 | FundraisingAmt |
| Government Grants | $2,869,529 | GovernmentGrantsAmt |
| All Other Contributions | $7,435,128 | AllOtherContributionsAmt |
| Noncash Contributions | $449,695 | NoncashContributionsAmt |
| Total Contributions | $11,351,458 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RISING TIDE & SAMUELI ACADEMY | 624100 | $1,058,779 | $1,058,779 |
| ADMINISTRATION RELATED ORGANIZATI | 561000 | $640,368 | $640,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,699,147 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,191 | TotalRevenueColumnAmt |
| Exclusion | $285,191 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,612 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $583,176 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$406,564 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$406,564 | TotalRevenueColumnAmt |
| Exclusion | -$406,564 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $406,584 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,046,801 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $406,584 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BAD DEBT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,136 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,136 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,136 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,931,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,701,283 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$121,373 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,426 | TotalAmt |
| Program Services | $839,426 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,449 | TotalAmt |
| Program Services | $227,281 | ProgramServicesAmt |
| Management And General | $346,166 | ManagementAndGeneralAmt |
| Fundraising | $53,002 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,710,802 | TotalAmt |
| Program Services | $3,686,452 | ProgramServicesAmt |
| Management And General | $1,372,742 | ManagementAndGeneralAmt |
| Fundraising | $651,608 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,532 | TotalAmt |
| Program Services | $2,641 | ProgramServicesAmt |
| Management And General | $33,891 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,671 | TotalAmt |
| Management And General | $76,671 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,348 | TotalAmt |
| Program Services | $195,533 | ProgramServicesAmt |
| Management And General | $108,244 | ManagementAndGeneralAmt |
| Fundraising | $94,571 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,056 | TotalAmt |
| Program Services | $25,162 | ProgramServicesAmt |
| Management And General | $121,300 | ManagementAndGeneralAmt |
| Fundraising | $1,594 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,242 | TotalAmt |
| Program Services | $44,184 | ProgramServicesAmt |
| Management And General | $51,000 | ManagementAndGeneralAmt |
| Fundraising | $10,058 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,984 | TotalAmt |
| Program Services | $112,325 | ProgramServicesAmt |
| Management And General | $34,589 | ManagementAndGeneralAmt |
| Fundraising | $12,070 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,675 | TotalAmt |
| Program Services | $366,574 | ProgramServicesAmt |
| Management And General | $15,350 | ManagementAndGeneralAmt |
| Fundraising | $7,751 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,440 | TotalAmt |
| Program Services | $35,531 | ProgramServicesAmt |
| Management And General | $7,145 | ManagementAndGeneralAmt |
| Fundraising | $1,764 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,704 | TotalAmt |
| Program Services | $8,769 | ProgramServicesAmt |
| Management And General | $14,129 | ManagementAndGeneralAmt |
| Fundraising | $1,806 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,304 | TotalAmt |
| Program Services | $805,004 | ProgramServicesAmt |
| Management And General | $7,201 | ManagementAndGeneralAmt |
| Fundraising | $4,099 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,081,136 | TotalAmt |
| Program Services | $2,018,209 | ProgramServicesAmt |
| Management And General | $40,100 | ManagementAndGeneralAmt |
| Fundraising | $22,827 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,935 | TotalAmt |
| Program Services | $105,651 | ProgramServicesAmt |
| Management And General | $8,284 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRANSITIONAL HOUSING | $726,477 | $726,477 | |
| IN KIND CONTRIBUTIONS | $448,815 | $448,815 | |
| INDEPENDENT LIVING PROG | $140,566 | $140,566 | |
| BANKING CHARGES | $30,680 | $1,160 | $29,520 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,806 | TotalAmt |
| Program Services | $57,539 | ProgramServicesAmt |
| Management And General | $19,373 | ManagementAndGeneralAmt |
| Fundraising | $2,894 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,997,048 | TotalAmt |
| Program Services | $9,847,299 | ProgramServicesAmt |
| Management And General | $2,285,705 | ManagementAndGeneralAmt |
| Fundraising | $864,044 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,613,705 | BOYAmt |
| EOY | $15,319,723 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,749,848 | BOYAmt |
| EOY | $7,817,980 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,540 | BOYAmt |
| EOY | $631,106 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $71,422,359 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,910,693 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,603,456 | BOYAmt |
| EOY | $63,511,666 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,563,510 | BOYAmt |
| EOY | $11,264,054 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,642 | BOYAmt |
| EOY | $175,568 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,096,701 | BOYAmt |
| EOY | $98,720,097 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,718 | BOYAmt |
| EOY | $1,492,344 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480,207 | BOYAmt |
| EOY | $267,396 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,321,679 | BOYAmt |
| EOY | $10,949,659 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,204,378 | BOYAmt |
| EOY | $9,087,367 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,043,535 | BOYAmt |
| EOY | $1,152,883 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,850 | BOYAmt |
| EOY | $6,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,458,367 | BOYAmt |
| EOY | $22,956,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,209,442 | BOYAmt |
| EOY | $46,478,990 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,428,892 | BOYAmt |
| EOY | $29,285,058 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,638,334 | BOYAmt |
| EOY | $75,764,048 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,096,701 | BOYAmt |
| EOY | $98,720,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$65,680 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,191,394 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,659,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,457,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,191,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,266,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,351,458 | CurrentTaxYearAmt |
| Total | $92,927,414 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,203,095 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,646,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,314,945 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,644,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,699,147 | CurrentTaxYearAmt |
| Total | $11,507,717 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,863,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,103,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,506,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,911,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,050,605 | CurrentTaxYearAmt |
| Total | $104,435,131 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $104,435,131 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $473,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $344,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $285,191 | CurrentTaxYearAmt |
| Total | $1,296,439 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,661 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,445 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $473,916 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $344,226 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $285,191 | CurrentTaxYearAmt |
| Total | $1,296,439 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,526 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $386,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,136 | CurrentTaxYearAmt |
| Total | $395,060 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,962,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,203,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,366,976 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,255,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,337,932 | CurrentTaxYearAmt |
| Total | $106,126,630 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98500 | PublicSupportPY509Pct |
| Investment Income CY | 0.01220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,914,113 | BeginningYearBalanceAmt |
| Contributions | $184,645 | ContributionsAmt |
| Investment Earnings Or Losses | $1,801,339 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $387,488 | OtherExpendituresAmt |
| End Year Balance | $10,512,609 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,550,036 | BeginningYearBalanceAmt |
| Contributions | $180,076 | ContributionsAmt |
| Investment Earnings Or Losses | $190,001 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,000 | OtherExpendituresAmt |
| End Year Balance | $8,914,113 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,852,966 | BeginningYearBalanceAmt |
| Contributions | $824,344 | ContributionsAmt |
| Investment Earnings Or Losses | $369,265 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $496,539 | OtherExpendituresAmt |
| End Year Balance | $8,550,036 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,366,291 | BeginningYearBalanceAmt |
| Contributions | $5,364,533 | ContributionsAmt |
| Investment Earnings Or Losses | $123,142 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,852,966 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,372,370 | BeginningYearBalanceAmt |
| Contributions | $9,840 | ContributionsAmt |
| Investment Earnings Or Losses | $214,081 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $230,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,366,291 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,273,312 | OtherCostOrOtherBasisAmt |
| Book Value | $10,273,312 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,964,127 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,689,780 | DepreciationAmt |
| Book Value | $48,274,347 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,302,352 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,220,913 | DepreciationAmt |
| Book Value | $1,081,439 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,882,568 | OtherCostOrOtherBasisAmt |
| Book Value | $3,882,568 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $63,511,666 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND SHORT TERM INVESTMENTS | $272,297 | F |
| MUTUAL FUNDS | $4,327,298 | F |
| EQUITY SECURITIES | $6,664,459 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,264,054 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTODIAL FUNDS PAYABLE | Desc |
| Amt | $6,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,400 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,043,955 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,191,394 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,191,394 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,852,561 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $76,671 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,136 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $78,807 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,931,368 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,918,241 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$2,136 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$2,136 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,920,377 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $76,671 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $76,671 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,997,048 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT 2,136. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES BAD DEBT -2,136. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AMB LUNCH | Event1Nm |
| Gross Receipts Event1 | $416,692 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $326,507 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $90,185 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,949 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $40,976 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $12,785 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $32,475 | OtherDirectExpensesEvent1Amt |
| Event2 | ADV CHALLENGE | Event2Nm |
| Gross Receipts Event2 | $379,860 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $302,712 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $77,148 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $4,506 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $9,589 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,766 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $60,287 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $656,833 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $417,582 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $239,251 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $13,704 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,263 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $3,882 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $20,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $189,402 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,453,385 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,046,801 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $406,584 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $22,159 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $62,828 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $6,648 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $32,785 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $282,164 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $406,584 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR COMMUNITY COLLEGE & LIVING | 11 | $82,062 |
| SCHOLARSHIPS FOR UNIVERSITY SCHOOL & LIVING | 14 | $108,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRIS SIMONSEN | ||||||||||||||
| CEO | $286,269 | $0 | $50,000 | $0 | $0 | $0 | $2,000 | $0 | $9,216 | $0 | $347,485 | $0 | $0 | $0 |
| JOHN LUKER | ||||||||||||||
| CFO | $233,177 | $0 | $23,300 | $0 | $0 | $0 | $2,000 | $0 | $9,216 | $0 | $267,693 | $0 | $0 | $0 |
| PAM SHAMBRA | ||||||||||||||
| DIR OF ACADEMY CAMPAIGN | $159,486 | $0 | $0 | $0 | $0 | $0 | $2,000 | $0 | $8,346 | $0 | $169,832 | $0 | $0 | $0 |
| SHAUNTINA SORRELLS | ||||||||||||||
| CPO | $143,195 | $0 | $15,000 | $0 | $0 | $0 | $2,000 | $0 | $8,950 | $0 | $169,145 | $0 | $0 | $0 |
| KENDRA PURYEAR | ||||||||||||||
| CDO | $142,462 | $0 | $13,000 | $0 | $0 | $0 | $2,000 | $0 | $6,516 | $0 | $163,978 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-C | FormAndLineReferenceDesc |
| Explanation | ELISA MCGUIRE $41,816 POLLY WILLIAMS $18,321 BONUS CONTINGENT ON EARNINGS $101,300 CHRIS SIMONSEN $50,000 JOHN LUKER $23,300 SHAY SORRELLS $15,000 KENDRA PURYEAR $13,000 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | |||||||
| A | 352273601 | 2016-07-01 | $12,660,000 | REFUNDING BONDS AND PURCHASE OF EQUIPMENT | 0 | 0 | 0 |
| CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | |||||||
| B | 352273601 | 2019-03-01 | $20,500,000 | REFUNDING BONDS AND PURCHASE OF EQUIPMENT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $1,710,341 | $12,660,000 | $224,713 | $82,642 | $12,352,645 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $12,336,192 | $20,500,000 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOSEPH LOZOWSKI | |||
| BOARD MEMBER | $220,380 | PURCHASED DISCOUNTED FURNITURE | 0 |
| KIMBERLY KIRKSEY | |||
| BOARD MEMBER | $322,315 | PURCHASED DISCOUNTED FURNITURE | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $161,304 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (7 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ELECTRONICS | 3 | $70,887 | FAIR MARKET VALUE |
| Yes (X) | FURNITURE | 2 | $23,920 | FAIR MARKET VALUE |
| Yes (X) | SURGICAL MASKS AND FACE SHIELDS AND MASK | 2 | $15,000 | FAIR MARKET VALUE |
| Yes (X) | HYGIENE AND TOILETRIES | 2 | $12,000 | FAIR MARKET VALUE |
| Yes (X) | EVENTS | 1 | $8,000 | FAIR MARKET VALUE |
| Yes (X) | BACK PACKS AND SCHOOL SUPPLIES | 1 | $6,000 | FAIR MARKET VALUE |
| Yes (X) | SERVICES | 1 | $5,000 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MRS. SUSAN SAMUELI CO-OWNS ANAHEIM DUCKS MR TIM RYAN IS COO OF ANAHEIM DUCKS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON ITS BEHALF. |
| 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 ADMINISTERED 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 AND CEO. THE RESULTS OF THIS REVIEW ARE PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD, WHICH APPROVES THE SALARIES AND ANY ADJUSTMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ORANGEWOOD REAL PROPERTY LLC | |||||||||
| 1575 E 17TH ST | SANTA ANA | CA | 92705 | 900720564 | REAL ESTATE | CA | $994,862 | $68,928,486 | ORANGEWOOD FOUNDATION |
| ORANGEWOOD RESIDENTIAL LLC | |||||||||
| 1575 E 17TH ST | SANTA ANA | CA | 92705 | 800722825 | REAL ESTATE | CA | $21,860 | $308,335 | ORANGEWOOD FOUNDATION |
| GENERAL WILLIAM LYON WORKFORCE ACADEMY | |||||||||
| 4901 BIRCH STREET | NEWPORT BEACH | CA | 92660 | 854175777 | WORKFORCE TRAINING | CA | $1,217,948 | $1,216,429 | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUELI ACADEMY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 E 17TH ST | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453866750 | EIN |
| Primary Activities | CHARTER SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORANGEWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAMUELI ACADEMY | ||
| J | $966,550 | ACTUAL RENT |
| ORANGEWOOD REAL PROPERTY LLC | ||
| B | $14,020,127 | ACTUAL AMOUNT |
| ORANGEWOOD RESIDENTIAL LLC | ||
| B | $946,193 | ACTUAL AMOUNT |
| SAMUELI ACADEMY | ||
| O | $629,164 | ACTUAL AMOUNT |
| SAMUELI ACADEMY | ||
| Q | $740,336 | ACTUAL AMOUNT |
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