ORANGEWOOD FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ORANGEWOOD FOUNDATION (EIN 95-3616628)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-02
- IRS object ID
- 201623379349300822
- Schema version
- 2015v2.1
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-02T11:48:05-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952648289 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VAVRINEKTRINEDAY & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10681 FOOTHILL BLVD SUITE 300 | AddressLine1Txt |
| City | RANCHO CUCAMONGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91730 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | COO/CFO | PersonTitleTxt |
| Phone | 7146190203 | PhoneNum |
| Signature | 2016-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW S MILLER | PreparerPersonNm |
| PTIN | P01385220 | PTIN |
| Phone | 9094664410 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $10,788,457 | 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 PROVIDE LIFE-CHANGING PROGRAMS AND ONE-ON-ONE SUPPORT FOR ABUSED AND NEGLECTED CHILDREN AND AT RISK FAMILIES TO END THE CYCLE OF CHILD ABUSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 86 | TotalEmployeeCnt |
| Total Volunteers | 778 | TotalVolunteersCnt |
| Total Gross UBI | -$2,194 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,573 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,547,867 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,228,896 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $98,786 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $87,627 | CYProgramServiceRevenueAmt |
| PY Investment Income | $94,771 | PYInvestmentIncomeAmt |
| CY Investment Income | $127,086 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,340 | PYOtherRevenueAmt |
| CY Other Revenue | $17,808 | CYOtherRevenueAmt |
| PY Total Revenue | $11,738,084 | PYTotalRevenueAmt |
| CY Total Revenue | $9,461,417 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $935,423 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $868,209 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,915,905 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,936,257 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $62,637 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $575,744 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,339,253 | PYOtherExpensesAmt |
| CY Other Expenses | $3,211,951 | CYOtherExpensesAmt |
| PY Total Expenses | $7,253,218 | PYTotalExpensesAmt |
| CY Total Expenses | $8,016,417 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,484,866 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,445,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,595,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,929,011 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,664,757 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,613,215 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,931,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,315,796 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ORANGEWOOD FOUNDATION IS TO PROVIDE LIFE-CHANGING PROGRAMS AND ONE-ON-ONE SUPPORT FOR ABUSED AND NEGLECTED CHILDREN AND AT RISK FAMILIES TO END THE CYCLE OF CHILD ABUSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,421,643 | ExpenseAmt |
| Grant | $868,209 | GrantAmt |
| 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. ORANGEWOOD FOUNDATION HELPS FOSTER AND COMMUNITY YOUTH DEVELOP AND ACHIEVE THEIR EDUCATIONAL GOALS. OUR PROGRAMS INCLUDE OUR SAMUELI ACADEMY CHARTER HIGH SCHOOL,SCHOLARSHIPS FOR COLLEGE AND GRADUATE SCHOOL AND EDUCATION-RELATED WORKSHOPS. DURING THE LAST WE, WE:ADDED A NEW CLASS OF NINTH GRADERS TO SAMUELI ACADEMY, BRINGING THE TOTAL STUDENT OF FRESHMEN AND SOPHOMORES TO 262 STUDENTS. (NEW CLASS OF FRESHMEN WILL BE ADDED EACH YEAR UNTILL FALL 2016 WHEN THE SCHOOL WILL HAVE GRADES 9-12)SAW TREMENDOUS SUCCESS IN SAMUELI ACADEMY STUDENT ENGAGEMENT AND ACADEMIC SUCCESS: A 97% DAILY AVERAGE ATTENDANCE RATE;51% OF STUDENTS MADE THE HONOR ROLL; AND A CALIFORNIA HIGH SCHOOL EXIT EXAM (CAHSEE) PASS RATE AMONG SOPHOMORES OF 99% IN MATH AND 94% IN ENGLISHPROVIDED $762,000 IN COLLEGE SCHOLARSHIPS TO 289 STUDENTS. 36 OF OUR COLLEGE STUDENTS GRADUATED.AWARDED $104,000 IN ADVANCED STUDIES SCHOLARSHIPS TO 15 FORMER FOSTER YOUTH PURSUING ADVANCED DEGREES. SIX GRADUATED OR COMPLETED THEIR PROGRAMS.HELD 14 EDUCATION-RELATED WORKSHOPS ON TOPICS SUCH AS TIME MANAGEMENT, STUDY SKILLS, VOCATIONAL TRAINING OPTIONS, AND GOAL SETTING AND PRIORITIZING; PROVIDING 1,083 HOURS OF INSTURCTION TO 211 YOUTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,627,326 | ExpenseAmt |
| Desc | LIFE SKILLSSEVERAL 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. DURING THE LAST YEAR, WE:LIFE SKILLS:HELD 33 WORKSHOPS IN THE AREAS OF RELATIONSHIPS AND DAILY LIVING. 2,691 HOURS OF INSTRUCTION WERE PROVIDED TO 288 YOUTH. WORKSHOP TOPICS INCLUDED MONEY MANAGEMENT, HEALTH AND NUTRITION, HEALTHY RELATIONSHIPS, AND EFFECTIVE COMMUNICATION.HAD 23 ORANGEWOOD PEER MENTORS FACILITATE SMALL GROUP BREAKOUT SESSIONS DURING THE WORKSHOPS. PEER MENTORS SERVE AS POWERFUL ROLE MODELS TO OUR YOUTH.HELD SPECIAL EVENTS FOR OUR YOUTH THAT PROVIDED PROM ATTIRE AND BUSINESS SUITS ALONG WITH SELF-ESTEEM WORKSHOPS TO 50 YOUNG WOMEN AND 41 YOUNG MEN RESPECTIVELY. INDEPENDENT CITY, NOW IN ITS 15TH YEAR, PROVIDED 43 YOUTH WITH A MORNING OF ACTIVITIES TO REPLICATE THE ACTIVITIES AND DECISIONS THEY'LL NEED TO MAKE WHEN THEY TRANSITION FROM FOSTER CARE TO ADULTHOOD.HAD 107 ORANGEWOOD ADULT MENTORS INVEST 2,424 VOLUNTEER HOURS WITH THEIR MENTEES.EMPLOYMENT:HELPED 133 YOUTH FIND JOBS.HELPED 181 YOUTH DEVELOP JOB-READINESS SKILLS THROUGH THE ASSISTANCE OF ORANGEWOOD STAFF OR VOLUNTEER MENTORS.PARTNERED WITH ORGANIZATIONS INCLUDING GOODWILL OF ORANGE COUNTY, HAVEN STAFFING, LEGAL AID SOCIETY, ORANGE COUNTY CONSERVATION CORPS, AND SANTA ANA WORK CENTER TO HELP OUR YOUTH FIND JOBS.HELD 16 EMPLOYMENT-RELATED WORKSHOPS ON TOPICS SUCH AS WRITING A RESUME, WRITING A COVER LETTER AND JOB ETIQUETTE; PROVIDING 1,254 HOURS OF INSTRUCTION TO 220 YOUTH.>IF YOU ARE A MENTOR AND WOULD LIKE TO UNDERWRITE THE COST OF YOUR FINGERPRINTING, PLEASE CLICK HERE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,129,528 | ExpenseAmt |
| Revenue | $107,629 | 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 THREE RISING TIDE PROGRAM SITES. AMONG YOUTH WHO VISIT OUR RESOURCE CENTER, 55% INDICATED THAT THEY HAD BEEN HOMELESS OR EXPERIENCED UNSTABLE HOUSING IN THE PAST SIX MONTHS.OUR NEWEST PROGRAM THE LIGHTHOUSE: ORANGEWOOD IS WORKING ON CREATING A NEW, RESIDENTIAL PROGRAM THAT WILL HELP SURVIVORS OF SEX TRAFFICKING IN ORANGE COUNTY RETURN TO A HEALTHY AND PRODUCTIVE LIFE. THE PROGRAM, CALLED THE LIGHTHOUSE, WILL BE STAFFED BY ORANGEWOOD EMPLOYEES WITH EXPERIENCE AND TRAINING IN WORKING WITH THESE VICTIMS, WHO UNDERSTAND THE POPULATION AND CAN OFFER THEM SPECIALIZED AND INDIVIDUALIZED SUPPORT.DURING THE LAST YEAR, WE:PROVIDED TRANSITIONAL HOUSING (18-24 MONTHS) IN THE RISING TIDE APARTMENTS AND HOUSE TO 55 FORMER FOSTER YOUTH, INCLUDING 11 MOTHERS AND THEIR 16 CHILDREN.PROVIDED CASE MANAGEMENT TO RISING TIDE RESIDENTS, ESPECIALLY IN THE AREA OF FINANCIAL LITERACY AND FINANCIAL RESPONSIBILITY. DURING THE YEAR 28 RESIDENTS REDUCED THEIR DEBT.ASSISTED ANOTHER 97 YOUTH IN FINDING HOUSING OR IMPROVING THEIR HOUSING SITUATION.WAYS TO GIVEMAKE A LASTING IMPACT IN A LIFE OF A YOUTH TODAY!HOW TO VOLUNTEERTHERE ARE MANY WAYS TO SUPPORT THE MISSION OF ORANGEWOOD | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $545,514 | ExpenseAmt |
| Desc | BASIC NEEDSMANY 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. DURING THE LAST YEAR, WE:PROVIDED ASSISTANCE TO 585 YOUTH IN THE ORANGEWOOD RESOURCE CENTER IN A TOTAL OF 5,040 VISITS.DISTRIBUTED 980 BAGS OF GROCERIES AND 789 BAGS OF TOILETRIES.SERVED 2,837 HOT MEALS TO 259 YOUTH.SERVED AS THE OFFICIAL MAILING ADDRESS FOR 85 YOUTH WHO HAVE NO STABLE LIVING ARRANGEMENTS.PROVIDED LAUNDRY FACILITIES TO 73 YOUTH.PROVIDED COMPUTER ACCESS TO 296 YOUTH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $545,514 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,724,011 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 86 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | Yes (1) | 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 (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRUCE FETTER | |||||||
| CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN SAMUELI | |||||||
| VICE CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREG DUNLAP | |||||||
| TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BOB BARTHOLOMEW | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARISSA BARTH | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART BERNSTEIN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY DILLION | |||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID L DUNN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD DUTCH | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LUPE ERWIN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL GOLDHIRSH | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN HALL | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDI JACKSON | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS JONES | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED GLADNEY | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCH A JUNKINS | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE KEEFER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WING LAM | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RENEE PEPYS LOWE | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE LOZOWSKI | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM S HOROWITZ | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REID MCCARTNEY | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VIKKI MURPHY | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN PARKER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL M HOUCK II | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE JOHNSON | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF ROOS | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY RYAN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SHERBURNE | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY LABRADO | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN STRATMAN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK T SURYAN JR | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON TARNUTZER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MOHIT MITTAL | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW PHILLIPS | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN STUMPF | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PIERO WEMYSS | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL WILKEN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRIS THEILER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL TOBIN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAYNINE WEMYSS | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SIMONSEN | |||||||
| CEO | 50.00 | Yes (X) | $206,493 | $0 | $8,610 | ||
| JOHN LUKER | |||||||
| COO/CFO | 50.00 | Yes (X) | $207,373 | $0 | $8,610 | ||
| PAM SHAMBRA | |||||||
| DIR OF ACADEMY CAMPAIGN | 50.00 | $138,937 | $0 | $8,424 | Yes (X) | ||
| BOB THEEMLING | |||||||
| CHIEF PROGRAM OFFICER | 50.00 | $142,339 | $0 | $8,552 | Yes (X) | ||
| CARLOS LEIJA | |||||||
| CHIEF DEVELOPMENT OFFICER | 50.00 | $146,723 | $0 | $1,273 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $841,865 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,469 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,082,415 | FundraisingAmt |
| Government Grants | $965,040 | GovernmentGrantsAmt |
| All Other Contributions | $7,181,441 | AllOtherContributionsAmt |
| Noncash Contributions | $695,952 | NoncashContributionsAmt |
| Total Contributions | $9,228,896 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RISING TIDE INCOME | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $87,627 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $87,627 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $87,627 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,086 | TotalRevenueColumnAmt |
| Exclusion | $127,086 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,085 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $108,279 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$2,194 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,194 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,194 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,218,761 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,082,415 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,218,761 | 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 | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,002 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,002 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,461,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $107,629 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,194 | UnrelatedBusinessRevenueAmt |
| Exclusion | $127,086 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $868,209 | TotalAmt |
| Program Services | $868,209 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,936,257 | TotalAmt |
| Program Services | $2,969,797 | ProgramServicesAmt |
| Management And General | $523,418 | ManagementAndGeneralAmt |
| Fundraising | $443,042 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,480 | TotalAmt |
| Program Services | $9,474 | ProgramServicesAmt |
| Management And General | $7,961 | ManagementAndGeneralAmt |
| Fundraising | $4,045 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,176 | TotalAmt |
| Management And General | $31,176 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,335 | TotalAmt |
| Program Services | $84,182 | ProgramServicesAmt |
| Management And General | $20,963 | ManagementAndGeneralAmt |
| Fundraising | $18,190 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,113 | TotalAmt |
| Program Services | $66,062 | ProgramServicesAmt |
| Management And General | $30,734 | ManagementAndGeneralAmt |
| Fundraising | $40,317 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,869 | TotalAmt |
| Program Services | $43,596 | ProgramServicesAmt |
| Management And General | $14,668 | ManagementAndGeneralAmt |
| Fundraising | $11,605 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,647 | TotalAmt |
| Program Services | $20,718 | ProgramServicesAmt |
| Management And General | $11,768 | ManagementAndGeneralAmt |
| Fundraising | $8,161 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,126 | TotalAmt |
| Program Services | $139,756 | ProgramServicesAmt |
| Management And General | $20,336 | ManagementAndGeneralAmt |
| Fundraising | $15,034 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,688 | TotalAmt |
| Program Services | $34,993 | ProgramServicesAmt |
| Management And General | $310 | ManagementAndGeneralAmt |
| Fundraising | $385 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,551 | TotalAmt |
| Program Services | $18,285 | ProgramServicesAmt |
| Management And General | $7,645 | ManagementAndGeneralAmt |
| Fundraising | $1,621 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,099 | TotalAmt |
| Program Services | $518,247 | ProgramServicesAmt |
| Management And General | $4,454 | ManagementAndGeneralAmt |
| Fundraising | $3,398 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,678 | TotalAmt |
| Program Services | $1,304,983 | ProgramServicesAmt |
| Management And General | $12,306 | ManagementAndGeneralAmt |
| Fundraising | $9,389 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,764 | TotalAmt |
| Program Services | $65,300 | ProgramServicesAmt |
| Management And General | $3,667 | ManagementAndGeneralAmt |
| Fundraising | $2,797 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TRANSITIONAL HOUSING | $308,236 | $308,236 | ||
| COMMUNITY PROGRAMS | $99,356 | $99,356 | ||
| INDEPENDENT LIVING PROG | $81,309 | $81,309 | ||
| BANKING CHARGES | $29,756 | $13,180 | $9,971 | $6,605 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,768 | TotalAmt |
| Program Services | $78,328 | ProgramServicesAmt |
| Management And General | $17,285 | ManagementAndGeneralAmt |
| Fundraising | $11,155 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,016,417 | TotalAmt |
| Program Services | $6,724,011 | ProgramServicesAmt |
| Management And General | $716,662 | ManagementAndGeneralAmt |
| Fundraising | $575,744 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $810,917 | BOYAmt |
| EOY | $688,660 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,797,916 | BOYAmt |
| EOY | $10,103,202 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,753 | BOYAmt |
| EOY | $159,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,749,049 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,815,719 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,372,495 | BOYAmt |
| EOY | $33,933,330 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,917,949 | BOYAmt |
| EOY | $2,932,167 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,899 | BOYAmt |
| EOY | $112,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,595,929 | BOYAmt |
| EOY | $47,929,011 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,649 | BOYAmt |
| EOY | $819,506 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,068 | BOYAmt |
| EOY | $79,055 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,012,346 | BOYAmt |
| EOY | $6,800,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,481,713 | BOYAmt |
| EOY | $13,787,932 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,981 | BOYAmt |
| EOY | $126,722 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,664,757 | BOYAmt |
| EOY | $21,613,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,093,161 | BOYAmt |
| EOY | $23,557,880 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $887,011 | BOYAmt |
| EOY | $779,487 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,951,000 | BOYAmt |
| EOY | $1,978,429 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,931,172 | BOYAmt |
| EOY | $26,315,796 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,595,929 | BOYAmt |
| EOY | $47,929,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,445,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$60,376 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,432,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,848,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,281,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,315,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,228,896 | CurrentTaxYearAmt |
| Total | $55,107,089 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,432,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,848,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,281,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,315,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,228,896 | CurrentTaxYearAmt |
| Total | $55,107,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $55,107,089 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $124,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,086 | CurrentTaxYearAmt |
| Total | $493,328 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$79,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$9,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$12,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$3,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$3,573 | CurrentTaxYearAmt |
| Total | -$108,238 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,002 | CurrentTaxYearAmt |
| Total | $22,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $55,514,404 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,029,243 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $1,951,000 | BeginningYearBalanceAmt |
| Contributions | $27,429 | ContributionsAmt |
| End Year Balance | $1,978,429 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,945,136 | BeginningYearBalanceAmt |
| Contributions | $5,864 | ContributionsAmt |
| End Year Balance | $1,951,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,989,252 | BeginningYearBalanceAmt |
| Other Expenditures | $44,116 | OtherExpendituresAmt |
| End Year Balance | $1,945,136 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,949,119 | BeginningYearBalanceAmt |
| Contributions | $4,844 | ContributionsAmt |
| Other Expenditures | $964,711 | OtherExpendituresAmt |
| End Year Balance | $1,989,252 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,953,799 | BeginningYearBalanceAmt |
| Contributions | $12,773 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,680 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,773 | OtherExpendituresAmt |
| End Year Balance | $2,949,119 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,684,098 | OtherCostOrOtherBasisAmt |
| Book Value | $9,684,098 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,678,643 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,026,480 | DepreciationAmt |
| Book Value | $21,652,163 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,636,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $553,163 | DepreciationAmt |
| Book Value | $2,083,430 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,749,715 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,236,076 | DepreciationAmt |
| Book Value | $513,639 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,933,330 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND SHORT TERM INVESTMENTS | $328,301 | F |
| MUTUAL FUNDS | $960,978 | F |
| EQUITY SECURITIES | $1,642,888 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,932,167 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTODIAL FUNDS PAYABLE | Desc |
| Amt | $126,722 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $126,722 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,513,932 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$60,376 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $35,788 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $108,279 | OtherRevenueAmt |
| Revenue Not Reported | $83,691 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,430,241 | RevenueSubtotalAmt |
| Other Revenues Not Included | $31,176 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $31,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,461,417 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,129,308 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $35,788 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $108,279 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $144,067 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,985,241 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $31,176 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $31,176 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,016,417 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 108,279. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 31,176. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 108,279. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 31,176. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GAVEL GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13805 ALTON PKWY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | AUCTION SERVICES & AUCTION ITEMS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $369,495 | GrossReceiptsAmt |
| Retained By Contractor | $63,264 | RetainedByContractorAmt |
| Net To Organization | $306,232 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $369,495 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $63,264 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $306,232 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATHLETES FIRST EVENT | Event1Nm |
| Gross Receipts Event1 | $1,239,672 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $487,579 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $752,093 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $150,325 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $6,609 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,979 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $583,181 | OtherDirectExpensesEvent1Amt |
| Event2 | 44 WOMEN | Event2Nm |
| Gross Receipts Event2 | $486,163 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $367,851 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $118,312 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $42,701 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,010 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $15,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $59,600 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $575,341 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $226,985 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $348,356 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $58,251 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $430 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $10,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $279,675 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,301,176 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,082,415 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,218,761 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $251,277 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,049 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $36,979 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $922,456 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,218,761 | 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 (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP OR OTHER SUPPORT TO EMANCIPATING FOSTER YOUTH | 239 | $54,570 |
| EMANCIPATED GRANTS TO FORMER FOSTER YOUTH OVER AGE 18 | 26 | $5,407 |
| GRANTS FOR ADVANCED STUDIES | 14 | $76,250 |
| SCHOLARSHIPS TO COLLEGE | 263 | $731,981 |
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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | 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 (3 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 | $200,493 | $0 | $0 | $0 | $6,000 | $0 | $1,500 | $0 | $7,110 | $0 | $215,103 | $0 | $0 | $0 |
| JOHN LUKER | ||||||||||||||
| COO/CFO | $181,373 | $0 | $20,000 | $0 | $6,000 | $0 | $1,500 | $0 | $7,110 | $0 | $215,983 | $0 | $0 | $0 |
| BOB THEEMLING | ||||||||||||||
| CHIEF PROGRAM OFFICER | $138,739 | $0 | $0 | $0 | $3,600 | $0 | $1,500 | $0 | $7,052 | $0 | $150,891 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUELI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Purpose | ACADEMY CONSTRUCTION | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $9,000,000 | OriginalPrincipalAmt |
| Balance Due | $6,800,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $6,800,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE LOZOWSKI | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $55,648 | TransactionAmt |
| Transaction | PURCHASE OF CLASSROOM FURNITURE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,435 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $678,658 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | PICNIC SUPPLIES | 1 | $2,015 | FAIR MARKET VALUE |
| Yes (X) | GIFT BASKETS | 2 | $1,195 | FAIR MARKET VALUE |
| Yes (X) | COMPUTERS | 1 | $1,050 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 1 | $600 | 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 (5 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 B, LINE 11 | 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 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 | $415,160 | $29,992,334 | ORANGEWOOD FOUNDATION |
| ORANGEWOOD RESIDENTIAL LLC | |||||||||
| 1575 E 17TH ST | SANTA ANA | CA | 92705 | 800722825 | REAL ESTATE | CA | $16,500 | $166 | ORANGEWOOD FOUNDATION |
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 | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAMUELI ACADEMY | ||
| J | $367,472 | ACTUAL RENT |
| SAMUELI ACADEMY | ||
| O | $334,067 | ACTUAL AMOUNT |
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