2018-02-15T12:52:19-06:00 2017-06-30 952648289 VAVRINEKTRINEDAY & CO LLP 10681 FOOTHILL BLVD SUITE 300 RANCHO CUCAMONGA CA 91730 990 2016-07-01 953616628 ORANGEWOOD FOUNDATION ORAN 7146190203 1575 E 17TH STREET SANTA ANA CA 92705 JOHN LUKER COO/CFO 7146190203 2018-02-15 1 MATTHEW S MILLER P01385220 9094664410 65.60.100.226 2018-02-15 09:18:33 PS P 11DC6297F7A6BBE37955DC8ADC41BBDF85C770AA 11DC6297F7A6BBE37955DC8ADC41BBDF85C770AA 2016 2021-01-29 14:40:06Z JOHN LUKER 1575 E 17TH STREET SANTA ANA CA 92705 16038142 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. 38 36 100 1100 -6599 -3204 9228896 12803814 87627 575980 127086 182657 17808 -73 9461417 13562378 868209 809002 0 0 3936257 4468152 0 143822 723061 3211951 3851692 8016417 9272668 1445000 4289710 47929011 45515346 21613215 14779376 26315796 30735970 X THE MISSION OF ORANGEWOOD FOUNDATION IS TO PREPARE FOSTER AND COMMUNITY YOUTH TO REACH THEIR GREATEST POTENTIAL. 0 0 3563861 809002 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 1906330 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.COM 1289463 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 579554 582506 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 579554 582506 7339208 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 0 0 1 25 0 1 100 1 1 1 0 0 0 0 1 1 0 0 0 0 X 38 36 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 BRUCE FETTER DIRECTOR 0.00 X 0 0 0 SUSAN SAMUELI CO CHAIR 0.00 X X 0 0 0 GREG DUNLAP CHAIR 0.00 X X 0 0 0 BOB BARTHOLOMEW DIRECTOR 0.00 X 0 0 0 MARISSA BARTH DIRECTOR 0.00 X 0 0 0 STUART BERNSTEIN DIRECTOR 0.00 X 0 0 0 CINDY DILLION SECRETARY 0.00 X X 0 0 0 DAVID L DUNN DIRECTOR 0.00 X 0 0 0 RICHARD DUTCH DIRECTOR 0.00 X 0 0 0 LUPE ERWIN DIRECTOR 0.00 X 0 0 0 JOEL GOLDHIRSH DIRECTOR 0.00 X 0 0 0 DEAN HALL DIRECTOR 0.00 X 0 0 0 SANDI JACKSON DIRECTOR 0.00 X 0 0 0 CHRIS JONES DIRECTOR 0.00 X 0 0 0 FRED GLADNEY DIRECTOR 0.00 X 0 0 0 MITCH A JUNKINS DIRECTOR 0.00 X 0 0 0 STEVE KEEFER TREASURER 0.00 X X 0 0 0 WING LAM DIRECTOR 0.00 X 0 0 0 RENEE PEPYS LOWE DIRECTOR 0.00 X 0 0 0 JOE LOZOWSKI DIRECTOR 0.00 X 0 0 0 ADAM S HOROWITZ DIRECTOR 0.00 X 0 0 0 REID MCCARTNEY DIRECTOR 0.00 X 0 0 0 VIKKI MURPHY DIRECTOR 0.00 X 0 0 0 KEN PARKER DIRECTOR 0.00 X 0 0 0 DANIEL M HOUCK II DIRECTOR 0.00 X 0 0 0 STEVE JOHNSON DIRECTOR 0.00 X 0 0 0 JEFF ROOS DIRECTOR 0.00 X 0 0 0 TIMOTHY RYAN DIRECTOR 0.00 X 0 0 0 RICHARD SHERBURNE DIRECTOR 0.00 X 0 0 0 LARRY LABRADO DIRECTOR 0.00 X 0 0 0 JOHN STRATMAN DIRECTOR 0.00 X 0 0 0 FRANK T SURYAN JR DIRECTOR 0.00 X 0 0 0 SHANNON TARNUTZER DIRECTOR 0.00 X 0 0 0 MOHIT MITTAL DIRECTOR 0.00 X 0 0 0 ANDREW PHILLIPS DIRECTOR 0.00 X 0 0 0 JOHN STUMPF DIRECTOR 0.00 X 0 0 0 PIERO WEMYSS DIRECTOR 0.00 X 0 0 0 BOB ISTWAN DIRECTOR 0.00 X 0 0 0 KRIS THEILER DIRECTOR 0.00 X 0 0 0 PAUL TOBIN DIRECTOR 0.00 X 0 0 0 JAYNINE WARNER DIRECTOR 0.00 X 0 0 0 CHRIS SIMONSEN CEO 50.00 X 267560 0 7418 JOHN LUKER COO/CFO 50.00 X 200135 0 1930 PAM SHAMBRA DIR OF ACADEMY CAMPAIGN 50.00 X 124587 0 7346 BOB THEEMLING CHIEF PROGRAM OFFICER 50.00 X 133203 0 7227 CARLOS LEIJA CHIEF DEVELOPMENT OFFICER 50.00 X 169514 0 1466 894999 0 25387 5 0 1 0 0 1540223 1187140 10076451 262527 12803814 RISING TIDE & SAMUELI ACADEMY 624100 575980 575980 575980 92660 92660 102798 109397 -6599 -6599 -6599 973071 883074 89997 89997 89997 1483293 1540223 1483293 0 OTHER INCOME 900099 6526 6526 6526 13562378 582506 -6599 182657 809002 809002 4468152 3109749 881640 476763 22603 22603 143822 143822 36692 36692 177341 123085 54256 107982 56250 51732 42148 42148 62499 39330 18265 4904 179707 167284 12423 42469 41492 977 22071 5996 15556 519 768760 756603 7931 4226 1346898 1309649 24301 12948 85864 76550 6076 3238 TRANSITIONAL HOUSING 305603 305603 IN KIND CONTRIBUTIONS 216659 216659 COMMUNITY PROGRAMS 176913 176913 INDEPENDENT LIVING PROG 98486 98486 158997 102807 43704 12486 9272668 7339208 1210399 723061 688660 2815138 10103202 6357967 159604 168474 37909785 4901386 33933330 33008399 2932167 3025019 112048 140349 47929011 45515346 819506 985724 79055 90819 6800000 13787932 13674921 126722 27912 21613215 14779376 X 23557880 23331956 779487 5415744 1978429 1988270 26315796 30735970 47929011 45515346 4289710 130464 0 X 0 1 X 1 0 X 14848539 12281682 10315587 9228896 12659991 59334695 14848539 12281682 10315587 9228896 12659991 59334695 59334695 69441 124741 94771 127086 92661 508700 0 0 0 0 16 1604 75 20002 6526 28223 59871618 8232338 0.99100 0.99270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1978429 1978429 1951000 27429 1978429 1945136 5864 1951000 1989252 44116 1945136 2949119 4844 964711 1989252 0 0 10273312 10273312 23794535 3211708 20582827 2734148 623269 2110879 1066409 1066409 0 41381 41381 33008399 CASH AND SHORT TERM INVESTMENTS 235718 F MUTUAL FUNDS 1004298 F EQUITY SECURITIES 1785003 F 3025019 CUSTODIAL FUNDS PAYABLE 27912 27912 X 13621725 130464 109397 239861 13381864 180514 180514 13562378 9201551 109397 109397 9092154 180514 180514 9272668 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 109,397. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 36,692. FUNDRAISING EXPENSE 143,822. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 109,397. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 36,692. FUNDRAISING EXPENSE 143,822. X X 1 THE GAVEL GROUP 13805 ALTON PKWY IRVINE CA 92653 AUCTION SERVICES & AUCTION ITEMS 0 810914 143822 667092 810914 143822 667092 ATHLETES FIRST EVENT 1693023 871664 821359 289286 6831 24701 500541 44 WOMEN 537462 368249 169213 47474 1117 30000 90622 5 793031 300583 492448 492448 3023516 1540496 1483020 336760 7948 54701 1083611 1483020 0 1 SCHOLARSHIP OR OTHER SUPPORT TO EMANCIPATING FOSTER YOUTH 252 47452 EMANCIPATED GRANTS TO FORMER FOSTER YOUTH OVER AGE 18 31 8422 GRANTS FOR ADVANCED STUDIES 15 108000 SCHOLARSHIPS TO COLLEGE 287 645095 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 212929 0 48131 0 6500 0 0 0 7418 0 274978 0 0 0 JOHN LUKER COO/CFO 157286 0 20349 0 22500 0 0 0 1930 0 202065 0 0 0 CARLOS LEIJA CHIEF DEVELOPMENT OFFICER 148388 0 14626 0 6500 0 0 0 1466 0 170980 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 JOE LOZOWSKI DIRECTOR 61520 PURCHASE OF CLASSROOM FURNITURE 0 X 4854 X 39497 X 1 APPRAISED VALUE X COMPUTER EQUIPMENT 9 75387 FAIR MARKET VALUE X GIFT BASKETS AND FOOD 58 52513 FAIR MARKET VALUE X TOYS AND SPORTS EQUIPMENT 56 24063 FAIR MARKET VALUE X SCHOOL SUPPLIES 44 18454 FAIR MARKET VALUE X TATOO REMOVAL EQUIPMENT 1 15950 FAIR MARKET VALUE X BEVERLY HOUSE REMODEL 6 15380 FAIR MARKET VALUE X GRAND PIANO 1 5000 FAIR MARKET VALUE X SPORTS AND ENTERTAINMENT TICKETS 11 4016 FAIR MARKET VALUE X 500 HEADPHONES 1 3250 FAIR MARKET VALUE X LEARNING PROGRAM 1 3000 FAIR MARKET VALUE X TREE TRIMING 1 1850 FAIR MARKET VALUE X DETAL MOLD 1 500 FAIR MARKET VALUE X ZOOKEEPER FOR A DAY 1 450 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 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 SAMUELI ACADEMY J 474520 ACTUAL RENT SAMUELI ACADEMY O 265841 ACTUAL AMOUNT