2019-03-08T18:54:44-06:00 2018-06-30 952648289 VAVRINEKTRINEDAY & CO LLP 10681 FOOTHILL BLVD SUITE 300 RANCHO CUCAMONGA CA 91730 990 2017-07-01 953616628 ORANGEWOOD FOUNDATION ORAN 7146190203 1575 E 17TH STREET SANTA ANA CA 92705 JOHN LUKER COO/CFO 7146190203 2019-02-27 1 MATTHEW S MILLER P01385220 9094664410 23.251.222.146 2019-02-27 13:33:31 PS P EF78A066AA266E63D008F3CAE190064D4650BDAC EF78A066AA266E63D008F3CAE190064D4650BDAC 2017 2019-02-21 02:37:17Z JOHN LUKER 1575 E 17TH STREET SANTA ANA CA 92705 22796848 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. 41 39 100 1100 -35689 -15739 12803814 18206533 575980 809280 182657 147583 -73 372850 13562378 19536246 809002 793171 0 0 4468152 5521187 143822 0 688189 3851692 3569144 9272668 9883502 4289710 9652744 45515346 54860903 14779376 14409059 30735970 40451844 X THE MISSION OF ORANGEWOOD FOUNDATION IS TO PREPARE FOSTER AND COMMUNITY YOUTH TO REACH THEIR GREATEST POTENTIAL. 0 0 3027850 793171 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 2079578 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 1369050 1217819 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 1210431 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 1210431 7686909 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 25 0 1 100 1 1 1 0 0 0 0 1 1 0 0 0 0 X 41 39 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 285005 0 9891 JOHN LUKER COO/CFO 50.00 X 220460 0 9891 PAM SHAMBRA DIR OF ACADEMY CAMPAIGN 50.00 X 140374 0 8254 BOB THEEMLING CHIEF PROGRAM OFFICER 50.00 X 143454 0 2576 CARLOS LEIJA CHIEF DEVELOPMENT OFFICER 50.00 X 147701 0 1881 936994 0 32493 5 0 1 0 0 1749156 1864554 14592823 556628 18206533 RISING TIDE & SAMUELI ACADEMY 624100 809280 809280 809280 100445 100445 87565 123254 -35689 -35689 -35689 1681585 1634447 47138 47138 47138 1502901 1749156 1502901 0 OTHER INCOME 900099 408539 408539 408539 19536246 1217819 -35689 147583 793171 793171 505465 95005 315460 95000 5015722 3635849 877997 501876 26476 26476 38269 38269 223404 223404 115880 1141 64251 50488 66317 27740 38577 56457 9986 46130 341 120010 98393 13010 8607 62804 61706 1098 53343 26035 25134 2174 455373 441039 8627 5707 960280 917999 25447 16834 86280 82821 2082 1377 IN KIND CONTRIBUTIONS 537748 537748 TRANSITIONAL HOUSING 355494 355494 COMMUNITY PROGRAMS 190601 190601 INDEPENDENT LIVING PROG 135691 135691 84717 53086 25846 5785 9883502 7686909 1508404 688189 2815138 8384232 6357967 4357507 168474 343839 38437312 5776948 33008399 32660364 3025019 8970049 140349 144912 45515346 54860903 985724 1045210 90819 111258 13674921 13218404 27912 34187 14779376 14409059 X 23331956 20917662 5415744 12181379 1988270 7352803 30735970 40451844 45515346 54860903 9652744 63130 0 X 0 1 X 1 0 X 12281682 10315587 9228896 12659991 16457378 60943534 1529360 1963453 1306388 2203095 2646000 9648296 13811042 12279040 10535284 14863086 19103378 70591830 0 0 0 70591830 124741 94771 127086 92661 100445 539704 124741 94771 127086 92661 100445 539704 1604 75 20002 6526 28207 13937387 12373886 10682372 14962273 19203823 71159741 0.99200 0.99210 0.00760 0.00750 X 2366291 5364533 123142 1000 7852966 2372370 9840 214081 230000 2366291 2327047 27429 17894 2372370 2480412 5864 40771 200000 2327047 2325000 5884 299528 150000 2480412 1 0 10273312 10273312 23799795 4049979 19749816 2804586 691806 2112780 1035163 1035163 0 524456 524456 32660364 CASH AND SHORT TERM INVESTMENTS 1019363 F MUTUAL FUNDS 2956676 F EQUITY SECURITIES 4994010 F 8970049 CUSTODIAL FUNDS PAYABLE 34187 34187 X 19684361 63130 123254 186384 19497977 38269 38269 19536246 9968487 123254 123254 9845233 38269 38269 9883502 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 30,2013, THE FOUNDATION DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 123,254. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 38,269. FUNDRAISING EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 123,254. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 38,269. FUNDRAISING EXPENSE ATHLETES FIRST EVENT 1442625 546196 896429 304755 7193 49502 534979 44 WOMEN 538088 416743 121345 41253 974 6701 72417 5 1271344 786217 485127 485127 3252057 1749156 1502901 346008 8167 56203 1092523 1502901 0 1 SCHOLARSHIP OR OTHER SUPPORT TO EMANCIPATING FOSTER YOUTH 362 178113 EMANCIPATED GRANTS TO FORMER FOSTER YOUTH OVER AGE 18 94 10859 GRANTS FOR ADVANCED STUDIES 38 112117 SCHOLARSHIPS TO COLLEGE 90 492082 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 230874 0 48131 0 6000 0 1500 0 8391 0 294896 0 0 0 JOHN LUKER COO/CFO 192977 0 21483 0 6000 0 1500 0 8391 0 230351 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 SAMUELI FOUNDATION BOARD MEMBER ACADEMY CONSTRUCTION X 9000000 0 0 1 1 HANSON FOUNDATION BOARD MEMBER ACADEMY CONSTRUCTION X 500000 0 0 1 1 X 50 FAIR MARKET VALUE X 276353 FAIR MARKET VALUE X 1 26000 FAIR MARKET VALUE X OFFICE FURNITURE 1 41050 FAIR MARKET VALUE X FOOD AND BASKETS 127 40674 FAIR MARKET VALUE X GIFTS AND SUPPLIES 63 32664 FAIR MARKET VALUE X EVENT TICKETS 9 28166 FAIR MARKET VALUE X MAKE UP AND TOLIETRIES 46 27655 FAIR MARKET VALUE X SPORTS EQUPMENT AND TOYS 48 26945 FAIR MARKET VALUE X STORAGE UNITS 1 14144 FAIR MARKET VALUE X HYGIENE SUPPLIES 42 13402 FAIR MARKET VALUE X BACK PACKS AND SCHOOL SUPPLIES 8 8830 FAIR MARKET VALUE X BEDDING AND LINENS 27 6688 FAIR MARKET VALUE X COMPUTER AND DIGITAL EQUIPMENT 6 6094 FAIR MARKET VALUE X LEATHER SOFA 1 6000 FAIR MARKET VALUE X 55 INCH TV 1 1000 FAIR MARKET VALUE X ART SUPPLIES 1 478 FAIR MARKET VALUE X 4 QUART SLOW COOKER 1 280 FAIR MARKET VALUE X WATCHES 1 155 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 ORANGEWOOD FOUNDATION ORANGEWOOD RESIDENTIAL LLC 1575 E 17TH ST SANTA ANA CA 92705 800722825 REAL ESTATE CA 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 SAMUELI ACADEMY J 718050 ACTUAL RENT SAMUELI ACADEMY O 401862 ACTUAL AMOUNT