ORANGEWOOD FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ORANGEWOOD FOUNDATION (EIN 95-3616628)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201611329349301701
- Schema version
- 2014v6.0
- 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 | 2016-05-11T09:41:30-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 CHILDREN'S 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 | 2016-04-30 | 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 | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 | $13,702,500 | 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 CHILDREN'S 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 | 99 | TotalEmployeeCnt |
| Total Volunteers | 1100 | TotalVolunteersCnt |
| Total Gross UBI | -$3,415 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$14,618 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,281,682 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,547,867 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,245 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $98,786 | CYProgramServiceRevenueAmt |
| PY Investment Income | $469,243 | PYInvestmentIncomeAmt |
| CY Investment Income | $94,771 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$10,584 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,340 | CYOtherRevenueAmt |
| PY Total Revenue | $12,799,586 | PYTotalRevenueAmt |
| CY Total Revenue | $11,738,084 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $909,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $935,423 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,996,128 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,915,905 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $62,637 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $579,845 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,266,314 | PYOtherExpensesAmt |
| CY Other Expenses | $2,339,253 | CYOtherExpensesAmt |
| PY Total Expenses | $7,171,442 | PYTotalExpensesAmt |
| CY Total Expenses | $7,253,218 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,628,144 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,484,866 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,243,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,595,929 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,782,116 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,664,757 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,461,749 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,931,172 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ORANGEWOOD CHILDREN'S 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 | $2,273,391 | ExpenseAmt |
| Revenue | $98,786 | RevenueAmt |
| Desc | EMANCIPATING AND FORMER FOSTER YOUTHS:THIS PROGRAM ADDRESSES THE DAY-TO-DAY AND LONG-TERM NEEDS OF CURRENT FOSTER YOUTH AND FORMER FOSTER YOUTH WHO HAVE BEEN EMANCIPATED FROM THE FOSTER CARE SYSTEM. DURING FISCAL 2014-2015, ASSISTANCE WAS PROVIDED IN THE FORM OF SUBSIDIZED LIVING ACCOMMODATIONS OR GRANTS FOR LIVING EXPENSES, WORKSHOPS TO ASSIST THE YOUTH TO PREPARE FOR EMANCIPATION,ONE-IN-ONE GUIDANCE FOR THOSE YOUTH THAT NEED EXTRA SUPPORT TO TRANSITION OUT OF THE SYSTEM, PEER MENTORING BY FORMER FOSTER YOUTH,RESOURCES AND PROGRAMS TO ASSIST CURRENT JUNIOR HIGH AND HIGH SCHOOL STUDENTS ACHIEVE THE OPPORTUNITY TO ATTEND COLLEGE, AND A DROP IN CENTER TO ASSIST YOUTH TO LOCATE JOB OPPORTUNITIES, COLLEGE APPLICATIONS, HOUSING, HEALTH SERVICES AND OTHER NEEDS.THE RISING TIDE/TRANSITIONAL HOUSING PROGRAM PROVIDES SELECTED YOUNG ADULTS WHO HAVE "AGED OUT" OF THE FOSTER CARE SYSTEM AT AGE 18 A UNIQUE LIVING PROGRAM THAT PROVIDES SUBSIDIZED APARTMENT LIVING, EDUCATION OPPORTUNITIES AND ONE-ON-ONE MENTORING TO RESIDENTS IN AN 18-MONTH PERIOD DESIGNED TO HELP THEM TRANSITION SUCCESSFULLY INTO LIFE ON THEIR OWN.INDEPENDENT LIVING PROGRAM PROVIDES WORKSHOPS, SPECIAL EDUCATIONAL EVENTS AND SUPPORT SERVICES FOR FOSTER YOUTHS, AGE 16-21, TO HELP THEM PREPARE FOR THEIR RELEASE FROM THE DEPENDENCY SYSTEM. WITH 86 REGULARLY SCHEDULED WORKSHOPS, EVENTS AND ACTIVITIES, SESSIONS FOCUS ON FOUR AREAS-EDUCATION, CAREER, RELATIONSHIPS AND DAILY LIVING- AND PROVIDE VITAL INFORMATION AND OPPORTUNITIES TO PRACTICE THESE SKILLS SO THAT THESE YOUNG PEOPLE WILL BE READY WHEN FACING LIFE ON THEIR OWN.PEER MENTOR PROGRAM BEGAN IN 1992 WHEN CHILDREN'S TRUST FUND RECIPIENTS, FORMER FOSTER CHILDREN THEMSELVES. APPROACHED THE FOUNDATION WANTING TO GIVE BACK AND HELP OTHER YOUNG ABUSE VICTIMS.PEER MENTORS ARE POWERFUL ROLE MODELS WHO CONDUCT MENTORING SESSIONS AT THE ORANGEWOOD CHILDREN AND FAMILY CENTER AND AT ALL INDEPENDENT LIVING WORKSHOPS.ORANGEWOOD RESOURCE CENTER IS A DROP-IN CENTER FOR CURRENT AND FORMER ORANGE COUNTY FOSTER YOUTH UP TO AGE 25 OFFERING SERVICES THEY NEED TO BECOME INDEPENDENT ADULTS, INCLUDING EDUCATIONAL ACTIVITIES AND RESOURCES FOR JOBS, COLLEGE, HOUSING, HEALTH, ETC. THE CENTER ALSO PROVIDES A FOOD BANK AND HOT MEAL TO YOUTH SERVED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,188,949 | ExpenseAmt |
| Grant | $935,423 | GrantAmt |
| Desc | EDUCATION OF AT-RISK YOUTH:CHILDREN'S TRUST FUND- THIS PROGRAM OFFERS FINANCIAL ASSISTANCE TO CURRENT AND FORMER FOSTER CHILDREN, SCHOLARSHIPS FOR COLLEGE AND TRADE SCHOOL, AND EMERGENCY FUNDS FOR LIVING EXPENSES. IT PROVIDES GRANTS FOR SPECIAL NEEDS TO ELIGIBLE APPLICANTS SUCH AS COUNSELING, SCHOOL SUPPLIES, SPORTS PROGRAMS AND GRADUATION EXPENSES.GUARDIAN SCHOLARS- THIS IS A PARTNERSHIP WITH LOCAL EDUCATIONAL INSTITUTIONS THAT PROVIDE COMPREHENSIVE SUPPORT AND RESOURCES TO FORMER FOSTER YOUTH IN THEIR EFFORTS TO GAIN A UNIVERSITY, COMMUNITY COLLEGE, OR TRADE SCHOOL EDUCATION.-ACADEMY-THE ACADEMY PROVIDES FOSTER YOUTH AND EDUCATIONALLY AT RISK YOUTH AGES 14-18 WITH A RIGORUS ACADEMIC PROGRAM COMBINED WITH A COTTAGE-STYLE, CAMPUS-BASED LIVING ARRANGEMENT. THE GOAL IS TO HELP BETTER PREPARE THE YOUTH FOR A SELF-SUFFICIENT, SUCCESSFUL ADULTHOOD.THE BASIC PROGRAM AND FACILITY COMPONENTS INCLUDE:-COTTAGE STYLE LIVING FOR UP TO 80 FOSTER STUDENTS WILL PROVIDE A FAMILY-LIKE RESIDENTIAL EXPERIENCE;-ACADEMICS-A CHARTER HIGH SCHOOL SERVING UP TO 480 STUDENTS PROVIDES INTENSIVE INDIVIDUALIZED EDUCATION INSTRUCTION WITH A RICH ARRAY OF EXTRACURRICULAR ACTIVITIES;-FAMILY CONNECTIONS- YOUTH DEVELOP APPROPRIATE, POSITIVE AND PRODUCTIVE RELATIONSHIPS WITH THEIR BIRTH FAMILIES EVEN THOUGH LIVING WITH THEM IS NOT AN OPTION; AND -INDEPENDENT LIVING PREPARATION-YOUTH PARTICIPATE IN CLASSROOM-BASED TRAINING AND ENGAGE IN REAL-LIFE EXPERIENCES TO PREPARE THEM FOR INDEPENDENT LIVING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $814,952 | ExpenseAmt |
| Desc | THROUGH THE COMMUNITY PROGRAMS, ORANGEWOOD WORKS TO STRENGTHEN AGENCIES AND COMMUNITIES WHICH LEAD TO STRONGER CHILDREN AND FAMILIES WHICH LEADS TO REDUCED RISK OF CHILD ABUSE AND NEGLECT.FAMILIES AND COMMUNITIES TOGETHER (FACT) IS A PARTNERSHIP AMONG MORE THAN 60 COMMUNITY BASED SOCIAL SERVICE AGENTS AND THE COUNTY OF ORANGE SOCIAL SERVICES AGENCY. SINCE 1994, FACT HAS PROVIDED SUPPORT SERVICES TO CHILDREN AND FAMILIES THROUGH A NETWORK OF LOCAL FAMILY RESOURCE CENTERS. FACT PARTNERS WORK TOGETHER TO BUILD STRONGER FAMILIES AND PREVENT CHILD ABUSE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $830,343 | ExpenseAmt |
| Desc | CHILDREN IN FOSTER CARE.THE PROGRAM ALSO SPONSORED CALIFORNIA YOUTH CONNECTION IS A STATE-WIDE YOUTH LEADERSHIP ORGANIZATION OF YOUNG ADULTS WHOSE MISSION IS TO ADVICATE TO LEGAL AND POLITICAL AUTHORITIES ON BEHALF OF FOSTER CHILDREN THROUGHTOUT THE STATE AND NATION. THE FOUNDATION IS THE LOCAL CHAPTER FOR THIS STATE-WIDE ORGANIZATION.MENTORING-THE PROGRAM IS PROVIDED FOR SELECTED FOSTER YOUTH WHO HAVE BEEN IDENTIFIED AS HAVING THE NEED FOR A ONE-ON-ONE RELATIONSHIP WITH AN ADULT TO ASSIST THEM TO BE SUCCESSFUL IN MAKING DECISIONS TO BECOME PRODUCTIVE ADULTS.ORANGEWOOD CHILDREN AND FAMILY CENTER:WHEN THE FOUNDATION WAS ESTABLISHED IN 1980, ONE OF ITS INITIAL PRIMARY OBJECTIVES WAS THE CONSTRUCTION OF A FACILITY TO HOUSE ORANGE COUNTY FOSTER YOUTH THAT NEEDED TEMPORARY RESIDENTIAL AND EDUCATIONAL ASSISTANCE WHILE AWAITING PERMANENT PLACEMENT IN THE FOSTER CARE SYSTEM. UPON COMPLETION IN 1985, THE ORANGEWOOD CHILDREN'S HOME (THE "HOME") WAS DEEDED BACK TO THE COUNTY OF ORANGE, WHO IS NOW RESPONSIBLE FOR THE OPERATION AND ADMNINISTRATION OF THE HOME. THE FOUNDATION CONTINUES TO PROVIDE ADDITIONAL FINANCIAL SUPPORT TO THE HOME TO ASSIST WITH FACILITIES RENOVATIONS, EXTRACURRICULAR ACTIVITIES FOR THE CHILDREN AND OTHER PROJECTS. THE HOME HAS CHANGED ITS NAME TO ORANGEWOOD CHILDRENS AND FAMILY CENTER IN 2011.COLLABORATE COURTS PROGRAMTHIS PROGRAM WORKS WITH A GROUP OF HIGH NEEDS ADOLESCENTS IN THE ORANGE COUNTY FOSTER CARE SYSTEM.THE PROGRAM PROVIDES SPECIALIZED, INDIVIDUALIZED MENTAL HEALTH SERVICES TO HELP STABILIZE YOUTH AND MOVE THEM TOWARD THEIR GOALS FOR EDUCATION, CAREER, AND LONG TERM HOUSING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $830,343 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $6,107,635 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 99 | 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 | 0 | QuidProQuoContributionsInd |
| 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 (45 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 | |
| WILLIAM HEALEY | |||||||
| 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 | ||
| CYNTHIA S 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 | ||
| CASEY JOURNIGAN | |||||||
| 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 | ||
| GREG MARSHALL | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REID MCCARTNEY | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VICKI MURPHY | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN PARKER | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM PATTEN | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS L POWELL | |||||||
| 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 | ||
| MARK SIMONS | |||||||
| 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 | ||
| MARK THOMAS | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| VIKKI VARGAS | |||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HONORABLE GADDI H VASQUEZ | |||||||
| 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 | ||
| PEI PEI WANG | |||||||
| EX-OFFICIO | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACY THEODORE | |||||||
| EX-OFFICIO | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS SIMONSEN | |||||||
| CEO | 50.00 | Yes (X) | $227,176 | $0 | $7,418 | ||
| JOHN LUKER | |||||||
| COO/CFO | 50.00 | Yes (X) | $127,027 | $0 | $1,929 | ||
| PAM SHAMBRA | |||||||
| DIR OF ACADEMY CAMPAIGN | 50.00 | $176,829 | $0 | $7,346 | Yes (X) | ||
| BOB THEEMLING | |||||||
| CHIEF PROGRAM OFFICER | 50.00 | $144,204 | $0 | $7,228 | Yes (X) | ||
| CARLOS LEIJA | |||||||
| CHIEF DEVELOPMENT OFFICER | 50.00 | $150,067 | $0 | $1,466 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $825,303 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,387 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANONYMOUS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9140 IRVINE CENTER DR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92653 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | FUNDRAISING | ServicesDesc |
| Compensation | $230,490 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,232,280 | FundraisingAmt |
| Government Grants | $1,481,697 | GovernmentGrantsAmt |
| All Other Contributions | $8,833,890 | AllOtherContributionsAmt |
| Noncash Contributions | $289,704 | NoncashContributionsAmt |
| Total Contributions | $11,547,867 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RISING TIDE INCOME | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $98,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,786 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $98,786 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,771 | TotalRevenueColumnAmt |
| Exclusion | $94,771 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,319 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $95,734 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$3,415 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,415 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,415 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,868,682 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,232,280 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,868,682 | 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 | $75 | TotalRevenueColumnAmt |
| Exclusion | $75 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $75 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,738,084 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,786 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,415 | UnrelatedBusinessRevenueAmt |
| Exclusion | $94,846 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,423 | TotalAmt |
| Program Services | $935,423 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,915,905 | TotalAmt |
| Program Services | $3,176,614 | ProgramServicesAmt |
| Management And General | $299,290 | ManagementAndGeneralAmt |
| Fundraising | $440,001 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,895 | TotalAmt |
| Program Services | $4,810 | ProgramServicesAmt |
| Management And General | $12,025 | ManagementAndGeneralAmt |
| Fundraising | $2,060 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,637 | TotalAmt |
| Fundraising | $62,637 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,228 | TotalAmt |
| Management And General | $31,228 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,943 | TotalAmt |
| Program Services | $213,544 | ProgramServicesAmt |
| Management And General | $89,399 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,223 | TotalAmt |
| Program Services | $118,243 | ProgramServicesAmt |
| Management And General | $21,980 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,031 | TotalAmt |
| Program Services | $33,421 | ProgramServicesAmt |
| Management And General | $9,109 | ManagementAndGeneralAmt |
| Fundraising | $4,501 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,641 | TotalAmt |
| Program Services | $70,523 | ProgramServicesAmt |
| Management And General | $4,940 | ManagementAndGeneralAmt |
| Fundraising | $10,178 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,793 | TotalAmt |
| Program Services | $45,233 | ProgramServicesAmt |
| Management And General | $21,480 | ManagementAndGeneralAmt |
| Fundraising | $15,080 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,053 | TotalAmt |
| Program Services | $49,578 | ProgramServicesAmt |
| Management And General | $202 | ManagementAndGeneralAmt |
| Fundraising | $273 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,290 | TotalAmt |
| Program Services | $32,205 | ProgramServicesAmt |
| Management And General | $1,305 | ManagementAndGeneralAmt |
| Fundraising | $3,780 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,539 | TotalAmt |
| Program Services | $19,963 | ProgramServicesAmt |
| Management And General | $7,997 | ManagementAndGeneralAmt |
| Fundraising | $4,579 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,845 | TotalAmt |
| Program Services | $491,198 | ProgramServicesAmt |
| Management And General | $29,785 | ManagementAndGeneralAmt |
| Fundraising | $11,862 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,319 | TotalAmt |
| Program Services | $49,919 | ProgramServicesAmt |
| Management And General | $9,017 | ManagementAndGeneralAmt |
| Fundraising | $5,383 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| TRANSITIONAL HOUSING | $287,739 | $287,739 |
| IN KIND CONTRIBUTIONS | $279,280 | $279,280 |
| COMMUNITY PROGRAMS | $115,210 | $115,210 |
| INDEPENDENT LIVING PROG | $89,870 | $89,870 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,354 | TotalAmt |
| Program Services | $94,862 | ProgramServicesAmt |
| Management And General | $27,981 | ManagementAndGeneralAmt |
| Fundraising | $19,511 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,253,218 | TotalAmt |
| Program Services | $6,107,635 | ProgramServicesAmt |
| Management And General | $565,738 | ManagementAndGeneralAmt |
| Fundraising | $579,845 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,227 | BOYAmt |
| EOY | $810,917 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,657,299 | BOYAmt |
| EOY | $9,797,916 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,008 | BOYAmt |
| EOY | $513,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,826,643 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,454,148 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,030,757 | BOYAmt |
| EOY | $33,372,495 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,268,174 | BOYAmt |
| EOY | $2,917,949 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,400 | BOYAmt |
| EOY | $182,899 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,243,865 | BOYAmt |
| EOY | $47,595,929 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,058,655 | BOYAmt |
| EOY | $751,649 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,521 | BOYAmt |
| EOY | $187,068 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $369,579 | BOYAmt |
| EOY | $7,012,346 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,997,563 | BOYAmt |
| EOY | $14,481,713 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,798 | BOYAmt |
| EOY | $231,981 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,782,116 | BOYAmt |
| EOY | $22,664,757 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,726,225 | BOYAmt |
| EOY | $22,093,161 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,790,388 | BOYAmt |
| EOY | $887,011 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,945,136 | BOYAmt |
| EOY | $1,951,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,461,749 | BOYAmt |
| EOY | $24,931,172 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,243,865 | BOYAmt |
| EOY | $47,595,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,484,866 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$15,443 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $7,230,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,432,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,848,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,281,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,315,587 | CurrentTaxYearAmt |
| Total | $53,109,111 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,230,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,432,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,848,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,281,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,315,587 | CurrentTaxYearAmt |
| Total | $53,109,111 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $53,109,111 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,517 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,771 | CurrentTaxYearAmt |
| Total | $456,759 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$79,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$9,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$12,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$3,415 | CurrentTaxYearAmt |
| Total | -$100,908 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,129 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $528 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75 | CurrentTaxYearAmt |
| Total | $8,352 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,473,314 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,722,855 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99180 | 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 | $1,945,136 | BeginningYearBalanceAmt |
| Contributions | $5,864 | ContributionsAmt |
| End Year Balance | $1,951,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,949,283 | BeginningYearBalanceAmt |
| Contributions | $9,811 | ContributionsAmt |
| Investment Earnings Or Losses | $4,516 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,811 | OtherExpendituresAmt |
| End Year Balance | $2,953,799 | 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 | $1,832,866 | OtherCostOrOtherBasisAmt |
| Depreciation | $979,699 | DepreciationAmt |
| Book Value | $853,167 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,599,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $517,506 | DepreciationAmt |
| Book Value | $2,082,011 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,618,387 | OtherCostOrOtherBasisAmt |
| Depreciation | $956,943 | DepreciationAmt |
| Book Value | $661,444 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,091,775 | OtherCostOrOtherBasisAmt |
| Book Value | $20,091,775 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,372,495 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH AND SHORT TERM INVESTMENTS | $306,693 | F |
| MUTUAL FUNDS | $903,280 | F |
| EQUITY SECURITIES | $1,707,976 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,917,949 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTODIAL FUNDS PAYABLE | Desc |
| Amt | $231,981 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $231,981 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | 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 | $343,358 | GrossReceiptsAmt |
| Retained By Contractor | $62,637 | RetainedByContractorAmt |
| Net To Organization | $280,721 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $343,358 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $62,637 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $280,721 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ATHLETES FIRST EVENT | Event1Nm |
| Gross Receipts Event1 | $1,541,046 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $681,563 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $859,483 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $147,724 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,778 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,371 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $696,610 | OtherDirectExpensesEvent1Amt |
| Event2 | STARS AND STRIPES | Event2Nm |
| Gross Receipts Event2 | $812,465 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $533,839 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $278,626 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $192,750 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $541 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $85,335 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $747,451 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $16,878 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $730,573 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $103,573 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $5,926 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $400 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $620,674 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,100,962 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,232,280 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $1,868,682 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $444,047 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,245 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,771 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,402,619 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,868,682 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIP OR OTHER SUPPORT TO EMANCIPATING FOSTER YOUTH | GrantTypeTxt |
| Recipient | 585 | RecipientCnt |
| Cash Grant | $935,423 | CashGrantAmt |
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 (4 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 | $220,676 | $0 | $0 | $0 | $6,500 | $0 | $0 | $0 | $7,418 | $0 | $234,594 | $0 | $0 | $0 |
| PAM SHAMBRA | ||||||||||||||
| DIR OF ACADEMY CAMPAIGN | $171,729 | $0 | $0 | $0 | $5,100 | $0 | $0 | $0 | $7,346 | $0 | $184,175 | $0 | $0 | $0 |
| BOB THEEMLING | ||||||||||||||
| CHIEF PROGRAM OFFICER | $140,604 | $0 | $0 | $0 | $3,600 | $0 | $0 | $0 | $7,228 | $0 | $151,432 | $0 | $0 | $0 |
| CARLOS LEIJA | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $143,567 | $0 | $0 | $0 | $6,500 | $0 | $0 | $0 | $1,466 | $0 | $151,533 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| SAMUELI FOUNDATION | ||||||
| ACADEMY CONSTRUCTION | Yes (X) | $9,000,000 | $6,800,000 | 0 | Yes (1) | Yes (1) |
| HANSON FOUNDATION | ||||||
| ACADEMY CONSTRUCTION | Yes (X) | $500,000 | $212,346 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,012,346 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| JOE LOZOWSKI | |||
| DIRECTOR | $472,818 | PURCHASE OF CLASSROOM FURNITURE | 0 |
| MARK SIMONS | |||
| DIRECTOR | $36,390 | PURCHASE OF COMPUTERS AND COPIER LEASE | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $111,463 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CARPETING | 1 | $84,000 | FAIR MARKET VALUE |
| Yes (X) | FURNITURE | 1 | $17,893 | FAIR MARKET VALUE |
| Yes (X) | PROJECTOR | 1 | $11,995 | FAIR MARKET VALUE |
| Yes (X) | LAPTOP BAGS | 1 | $6,853 | FAIR MARKET VALUE |
| Yes (X) | PLASMA TV | 1 | $5,650 | 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 | $381,156 | $29,795,956 | ORANGEWOOD CHILDREN'S FOUNDATION |
| ORANGEWOOD RESIDENTIAL LLC | |||||||||
| 1575 E 17TH ST | SANTA ANA | CA | 92705 | 800722825 | REAL ESTATE | CA | $5,017 | $171 | ORANGEWOOD CHILDREN'S 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 CHILDRENS 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE ACADEMY CHARTER SCHOOL | ||
| D | $150,000 | GUARANTEE LINE OF CREDIT |
| THE ACADEMY CHARTER SCHOOL | ||
| J | $277,745 | ACTUAL RENT |
| THE ACADEMY CHARTER SCHOOL | ||
| O | $188,931 | ACTUAL AMOUNT |
Comments