2021-03-16T08:48:04-05:00 2020-06-30 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2019-07-01 953616628 ORANGEWOOD FOUNDATION ORAN 7146190203 1575 E 17TH STREET SANTA ANA CA 92705 JOHN LUKER COO/CFO 7146190203 2021-03-02 1 CATHERINE L GRAY P01294460 9094664410 2021-03-02 2019 2022-09-23 18:48:47Z JOHN LUKER 1575 E 17TH STREET SANTA ANA CA 92705 23255626 0 X WWW.ORANGEWOODFOUNDATION.ORG X 1980 CA THE MISSION OF ORANGEWOOD FOUNDATION IS TO PREPARE FOSTER AND COMMUNITY YOUTH TO REACH THEIR GREATEST POTENTIAL. 40 38 118 1100 -220 -83 32191717 20266870 821483 1387164 599074 351516 385894 -220 33998168 22005330 884078 981581 0 0 5592575 6778385 0 0 784481 4086768 4537366 10563421 12297332 23434747 9707998 78012290 99096701 14081954 25458367 63930336 73638334 X THE MISSION OF ORANGEWOOD FOUNDATION IS TO PREPARE FOSTER AND COMMUNITY YOUTH TO REACH THEIR GREATEST POTENTIAL. 0 0 2795790 981581 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 2152558 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 2294482 1400634 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 2128722 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 2128722 9371552 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 1 45 0 1 118 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 40 38 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 7146190203 1575 E 17TH STREET SANTA ANA CA 92705 CHRIS SIMONSEN CEO 50.00 X 334606 0 11216 JOHN LUKER COO/CFO 50.00 X 254574 0 11216 PAM SHAMBRA DIR OF ACADEMY CAMPAIGN 50.00 X 156713 0 10346 LINDA LEVSHIN SENIOR DIRECTOR 50.00 X 109401 0 8865 RICK WIEPKING DIRECTOR OF IT 50.00 X 107950 0 2243 ALAN CLIFTON DIRECTOR 2.00 X 0 0 0 SUSAN SAMUELI CO-CHAIR 2.00 X X 0 0 0 GREG DUNLAP CHAIRMAN 2.00 X X 0 0 0 BOB BARTHOLOMEW DIRECTOR 2.00 X 0 0 0 MARISSA BARTH DIRECTOR 2.00 X 0 0 0 STUART BERNSTEIN DIRECTOR 2.00 X 0 0 0 CINDY DILLION SECRETARY 2.00 X X 0 0 0 DAVID L DUNN DIRECTOR 2.00 X 0 0 0 RICHARD DUTCH DIRECTOR 2.00 X 0 0 0 KEITH DUGGAN DIRECTOR 2.00 X 0 0 0 JOEL GOLDHIRSH DIRECTOR 2.00 X 0 0 0 RICK SHERBURNE DIRECTOR 2.00 X 0 0 0 SANDI JACKSON DIRECTOR 2.00 X 0 0 0 BRUCE FETTER DIRECTOR 2.00 X 0 0 0 JOHN STRATMAN DIRECTOR 2.00 X 0 0 0 CHRIS JONES DIRECTOR 2.00 X 0 0 0 STEVE KEEFER TREASURER 2.00 X X 0 0 0 MITCH JUNKINS DIRECTOR 2.00 X 0 0 0 RENEE PEPYS LOWE DIRECTOR 2.00 X 0 0 0 JOE LOZOWSKI DIRECTOR 2.00 X 0 0 0 ADAM S HOROWITZ DIRECTOR 2.00 X 0 0 0 NEENA MASTER DIRECTOR 2.00 X 0 0 0 VIC MERJANIAN DIRECTOR 2.00 X 0 0 0 VICKI MURPHY DIRECTOR 2.00 X 0 0 0 DANIEL M HOUCK II DIRECTOR 2.00 X 0 0 0 HARRY LANGENBERG DIRECTOR 2.00 X 0 0 0 KEN PARKER DIRECTOR 2.00 X 0 0 0 LAUREN PETERSON DIRECTOR 2.00 X 0 0 0 JEFF ROOS DIRECTOR 2.00 X 0 0 0 TIMOTHY RYAN DIRECTOR 2.00 X 0 0 0 SONA SHAH DIRECTOR 2.00 X 0 0 0 KASEY SURYAN DIRECTOR 2.00 X 0 0 0 SHANNON TARNUTZER DIRECTOR 2.00 X 0 0 0 MOHIT MITTAL DIRECTOR 2.00 X 0 0 0 ANDREW PHILLIPS DIRECTOR 2.00 X 0 0 0 JOHN STUMPF DIRECTOR 2.00 X 0 0 0 PIERO WEMYSS DIRECTOR 2.00 X 0 0 0 BOB ISTWAN DIRECTOR 2.00 X 0 0 0 KRIS THEILER DIRECTOR 2.00 X 0 0 0 PAUL TOBIN DIRECTOR 2.00 X 0 0 0 ADAM KOYANAGI DIRECTOR 2.00 X 0 0 0 963244 0 43886 5 0 1 0 GIGASAVVY 14988 SAND CANYON STUDIO 4 IRVINE CA 92618 MARKETING 173011 1 1111829 2841088 16313953 519006 20266870 RISING TIDE & SAMUELI ACADEMY 624100 891475 891475 ADMINISTRATION RELATED ORGANIZATI 561000 495689 495689 1387164 344226 344226 13470 13690 -220 -220 -220 534045 526755 7290 7290 7290 709851 1111829 709851 0 22005330 1387164 -220 351516 981581 981581 628935 227987 347884 53064 4915183 3556407 931370 427406 107526 69995 25413 12118 697332 487974 151421 57937 429409 293693 98482 37234 30500 30500 67427 67427 371567 193265 70646 107656 170041 141097 28944 88753 27264 42304 19185 127690 101523 18148 8019 686634 633851 52783 77059 76003 300 756 35249 16864 14170 4215 557974 544444 8434 5096 1001739 946382 34508 20849 87922 82103 5819 IN KIND CONTRIBUTIONS 465561 465561 TRANSITIONAL HOUSING 320835 320835 BAD DEBT 171220 171220 INDEPENDENT LIVING PROG 113668 211957 -98289 163527 133863 27662 2002 12297332 9371552 2141299 784481 11774478 12613705 20480968 20749848 125942 429540 62858987 7255531 36253733 55603456 9241464 9563510 135705 136642 78012290 99096701 882285 1402718 329496 480207 11168068 11321679 1682946 11204378 1043535 19159 5850 14081954 25458367 X 25302681 35209442 38627655 38428892 63930336 73638334 78012290 99096701 9707998 0 X 0 1 X 1 1 1 X 9228896 12659991 16457378 32191717 20266870 90804852 1306388 2203095 2646000 2314945 2644530 11114958 10535284 14863086 19103378 34506662 22911400 101919810 0 0 0 101919810 127086 92661 100445 473916 344226 1138334 127086 92661 100445 473916 344226 1138334 20002 6526 386398 412926 10682372 14962273 19203823 35366976 23255626 103471070 0.98500 0.98590 0.01100 0.00960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8550036 180076 190001 6000 8914113 7852966 824344 369265 496539 8550036 2366291 5364533 123142 1000 7852966 2372370 9840 214081 230000 2366291 2327047 27429 17894 2372370 0.66750 0.25150 0.08100 1 0 10273312 10273312 23990288 5299174 18691114 2861145 1954122 907023 856726 2235 854491 24877516 24877516 55603456 CASH AND SHORT TERM INVESTMENTS 1268980 F MUTUAL FUNDS 3629338 F EQUITY SECURITIES 4665192 F 9563510 CUSTODIAL FUNDS PAYABLE 5850 5850 X 21951593 13690 13690 21937903 67427 67427 22005330 12243595 13690 13690 12229905 67427 67427 12297332 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 13,690. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 67,427. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 13,690. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 67,427. ATHLETES FIRST EVENT 688031 323457 364574 500 364074 44 WOMEN 278348 200453 77895 9549 6184 12500 49662 6 855301 587919 267382 352 67365 41425 25000 133240 1821680 1111829 709851 9901 67365 47609 38000 546976 709851 0 1 SCHOLARSHIPS FOR COMMUNITY COLLEGE & LIVING 159 356140 SCHOLARSHIPS FOR TRADE SCHOOL AND LIVING 8 26250 SCHOLARSHIPS FOR UNIVERSITY SCHOOL & LIVING 93 464691 SCHOLARSHIPS TO COLLEGE 21 134500 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 0 0 0 0 CHRIS SIMONSEN CEO 279606 0 55000 0 0 0 2000 0 9216 0 345822 0 0 0 JOHN LUKER COO/CFO 227574 0 27000 0 0 0 2000 0 9216 0 265790 0 0 0 PAM SHAMBRA DIR OF ACADEMY CAMPAIGN 156713 0 0 0 0 0 2000 0 8346 0 167059 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2016-07-01 12660000 REFUNDING BONDS AND PURCHASE OF EQUIPMENT 0 0 0 A 1338321 12660000 224713 82642 12352645 1 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 JOSEPH LOZOWSKI BOARD MEMBER 219613 PURCHASED DISCOUNTED FURNITURE 0 X FAIR MARKET VALUE X 253946 FAIR MARKET VALUE X FAIR MARKET VALUE X 1 55062 FAIR MARKET VALUE X EVENTS 23 112138 FAIR MARKET VALUE X GIFTS AND SUPPLIES 107 83063 FAIR MARKET VALUE X FOOD AND BASKETS 109 54821 FAIR MARKET VALUE X SERVICES 4 35168 FAIR MARKET VALUE X BACK PACKS AND SCHOOL SUPPLIES 28 23783 FAIR MARKET VALUE X HYGIENE AND TOILETRIES 61 20322 FAIR MARKET VALUE X FURNITURE 6 18587 FAIR MARKET VALUE X TOYS 12 2925 FAIR MARKET VALUE 0 0 0 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. ORANGEWOOD REAL PROPERTY LLC 1575 E 17TH ST SANTA ANA CA 92705 900720564 REAL ESTATE CA 872043 59930166 ORANGEWOOD FOUNDATION ORANGEWOOD RESIDENTIAL LLC 1575 E 17TH ST SANTA ANA CA 92705 800722825 REAL ESTATE CA 1691 134529 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 0 0 0 1 0 1 0 0 SAMUELI ACADEMY O 530961 ACTUAL AMOUNT SAMUELI ACADEMY Q 140474 ACTUAL AMOUNT SAMUELI ACADEMY J 795371 ACTUAL RENT