2020-05-12T10:48:28-05:00 2019-06-30 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2018-07-01 953616628 ORANGEWOOD FOUNDATION ORAN 7146190203 1575 E 17TH STREET SANTA ANA CA 92705 JOHN LUKER COO/CFO 7146190203 2020-04-29 1 CATHERINE L GRAY P01294460 9094664410 2020-04-29 64.60.36.163 2020-04-29 12:31:29 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AFB01DE0CC74786AF10CDFE220491FAFB6575FF0 2018 2021-01-29 14:40:06Z JOHN LUKER 1575 E 17TH STREET SANTA ANA CA 92705 35492134 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. 43 41 112 1100 -504 -107 18206533 32191717 809280 821483 147583 599074 372850 385894 19536246 33998168 793171 884078 0 0 5521187 5592575 0 0 752517 3569144 4086768 9883502 10563421 9652744 23434747 54860903 78012290 14409059 14081954 40451844 63930336 X THE MISSION OF ORANGEWOOD FOUNDATION IS TO PREPARE FOSTER AND COMMUNITY YOUTH TO REACH THEIR GREATEST POTENTIAL. 0 0 2713973 884078 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 1720401 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 1638904 1207881 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 1954753 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 1954753 8028031 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 49 0 1 112 1 1 1 0 0 0 0 0 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 7146190203 1575 E 17TH STREET SANTA ANA CA 92705 ALAN CLIFTON DIRECTOR 2.00 X 0 0 0 SUSAN SAMUELI VICE 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 LUPE ERWIN 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 STEVE JOHNSON 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 JAYNINE WARNER DIRECTOR 2.00 X 0 0 0 CHRIS SIMONSEN CEO 50.00 X 301525 0 15119 JOHN LUKER COO/CFO 50.00 X 244057 0 15084 PAM SHAMBRA DIR OF ACADEMY CAMPAIGN 50.00 X 153072 0 7436 BOB THEEMLING CHIEF PROGRAM OFFICER 50.00 X 126636 0 553 CARLOS LEIJA CHIEF DEVELOPMENT OFFICER 50.00 X 175572 0 6836 LAWRENCE RAMOS CPO 50.00 X 149703 0 8531 1150565 0 53559 6 0 1 0 0 2010222 2032788 28148707 651501 32191717 RISING TIDE & SAMUELI ACADEMY 624100 821483 821483 821483 473916 473916 14200 14704 -504 -504 -504 125158 0 125158 125158 125158 1479262 2010222 1479262 0 OTHER INCOME 900099 386398 386398 386398 33998168 1207881 -504 599074 884078 884078 5592575 3798178 1217284 577113 24226 24226 72271 72271 428032 228934 106196 92902 156841 4159 114155 38527 88011 18779 55100 14132 76461 52089 18231 6141 590015 541742 48273 77750 76705 365 680 29388 20106 7204 2078 461814 448871 7563 5380 969230 932297 21917 15016 90614 84363 6251 IN KIND CONTRIBUTIONS 535964 535964 INDEPENDENT LIVING PROG 170209 170209 TRANSITIONAL HOUSING 108514 108514 COMMUNITY PROGRAMS 107970 107970 99458 15073 83837 548 10563421 8028031 1782873 752517 8384232 11774478 4357507 20480968 343839 125942 42991828 6738095 32660364 36253733 8970049 9241464 144912 135705 54860903 78012290 1045210 882285 111258 329496 13218404 12851014 34187 19159 14409059 14081954 X 20917662 25302681 12181379 38627655 7352803 0 40451844 63930336 54860903 78012290 23434747 43745 0 X 0 1 X 1 0 X 10315587 9228896 12659991 16457378 32191717 80853569 1963453 1306388 2203095 2646000 2314945 10433881 12279040 10535284 14863086 19103378 34506662 91287450 0 0 0 91287450 94771 127086 92661 100445 473916 888879 94771 127086 92661 100445 473916 888879 75 20002 6526 386398 413001 12373886 10682372 14962273 19203823 35366976 92589330 0.98590 0.99200 0.00960 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7852966 824344 369265 496539 8550036 2366291 5364533 123142 1000 7852966 2372370 9840 214081 230000 2366291 2327047 27429 17894 2372370 2480412 5864 40771 200000 2327047 1 0 10273312 10273312 23794535 4918433 18876102 2904349 766276 2138073 1126279 1053386 72893 4893353 4893353 36253733 CASH AND SHORT TERM INVESTMENTS 539721 F MUTUAL FUNDS 3695770 F EQUITY SECURITIES 5005973 F 9241464 CUSTODIAL FUNDS PAYABLE 19159 19159 X 33984346 43745 14704 58449 33925897 72271 72271 33998168 10505854 14704 14704 10491150 72271 72271 10563421 PART X, LINE 2: THE FOUNDATION ANNUALLY EVALUATES TAX POSITIONS AS PART OF THE PREPARATION OF ITS EXEMPT TAX RETURN. THIS PROCESS INCLUDES AN ANALYSIS OF WHETHER TAX POSITIONS THE FOUNDATION TAKES WITH REGARD TO A PARTICULAR ITEM OF INCOME OR DEDUCTION WOLD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION UNDER THE CURRENT ACCOUNTING GUIDANCE. THE FOUNDATION BELIEVES ITS TAX POSITIONS ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. AT JUNE 30, 2019, THE FOUNDATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 14,704. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 72,271. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 14,704. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 72,271. ATHLETES FIRST EVENT 1232300 479413 752887 85854 283648 47306 69936 266143 44 WOMEN 724015 568198 155817 11032 68238 2540 23157 50850 6 1533169 962611 570558 10647 316339 91446 56000 96126 3489484 2010222 1479262 107533 668225 141292 149093 413119 1479262 0 1 SCHOLARSHIP OR OTHER SUPPORT TO EMANCIPATING FOSTER YOUTH 302 559007 EMANCIPATED GRANTS TO FORMER FOSTER YOUTH OVER AGE 18 312 56532 GRANTS FOR ADVANCED STUDIES 27 130289 SCHOLARSHIPS TO COLLEGE 46 138250 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 253393 0 48132 0 0 0 6500 0 8619 0 316644 0 0 0 JOHN LUKER COO/CFO 222574 0 21483 0 0 0 6500 0 8584 0 259141 0 0 0 PAM SHAMBRA DIR OF ACADEMY CAMPAIGN 151872 0 1200 0 0 0 0 0 7436 0 160508 0 0 0 CARLOS LEIJA CHIEF DEVELOPMENT OFFICER 160205 0 15367 0 0 0 6500 0 336 0 182408 0 0 0 LAWRENCE RAMOS CPO 149103 0 600 0 0 0 0 0 8531 0 158234 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2016-07-01 12660000 REFUNDING 0 0 0 A 12660000 307355 12352645 1 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 X FAIR MARKET VALUE X 170069 FAIR MARKET VALUE X FAIR MARKET VALUE X 1 241171 FAIR MARKET VALUE X FOOD AND BASKETS 34 97594 FAIR MARKET VALUE X BACK PACKS AND SCHOOL SUPPLIES 7 35825 FAIR MARKET VALUE X GIFTS AND SUPPLIES 2 23790 FAIR MARKET VALUE X MAKE UP AND TOLIETRIES 3 20681 FAIR MARKET VALUE X STORAGE UNITS 1 14144 FAIR MARKET VALUE X EVENTS 16 13534 FAIR MARKET VALUE X ADVENTURE VIDEO 1 10500 FAIR MARKET VALUE X SPORTS EQUPMENT AND TOYS 1 6500 FAIR MARKET VALUE X LEATHER SOFA 1 6000 FAIR MARKET VALUE X PAINTING 1 5000 FAIR MARKET VALUE X HYGIENE SUPPLIES 5 4893 FAIR MARKET VALUE X WALLET 1 1800 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 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 GOVERNMENT 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 878882 41955923 ORANGEWOOD FOUNDATION ORANGEWOOD RESIDENTIAL LLC 1575 E 17TH ST SANTA ANA CA 92705 800722825 REAL ESTATE CA 0 152 ORANGEWOOD FOUNDATION SAMUELI ACADEMY 1575 E 17TH ST SANTA ANA CA 92705 453866750 CHARTER SCHOOL CA 501(C)(3) LINE 2 ORANGEWOOD FOUNDATION 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 ORANGEWOOD REAL PROPERTY K 744056 ACTUAL RENT SAMUELI ACADEMY O 377585 ACTUAL AMOUNT