2026-04-17T17:21:59-05:00 2025-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2024-07-01 953616628 ORANGEWOOD FOUNDATION ORAN 7146190200 1575 E 17TH STREET SANTA ANA CA 92705 JOHN LUKER CFO 7146190200 2026-04-17 1 1 MARCY KEARNEY P02370487 6192708222 2026-04-17 2024 2025-03-06 01:10:19Z JOHN LUKER 1575 E 17TH STREET SANTA ANA CA 92705 25705164 0 X ORANGEWOODFOUNDATION.ORG X 1980 CA TO STRIVE FOR EQUITY FOR OUR YOUTH BY VALUING AND SUPPORTING THE LIFE THEY ENVISION. 40 38 155 1100 0 0 16815664 20994217 3042769 2767733 969483 1112029 7611 5111 20835527 24879090 1023668 1102412 0 0 9390090 10797317 0 0 1110839 7445792 9047620 17859550 20947349 2975977 3931741 98173693 105448283 9848100 11022784 88325593 94425499 X TO STRIVE FOR EQUITY FOR OUR YOUTH BY VALUING AND SUPPORTING THE LIFE THEY ENVISION. 0 0 3701914 959226 2460619 EDUCATION: ORANGEWOOD FOUNDATION PROGRAMS HELP THE COMMUNITY AND 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 SUPPORT FOR SAMUELI ACADEMY CHARTER SCHOOL, SCHOLARSHIPS FOR COLLEGE AND GRADUATE SCHOOL, AND EDUCATION-RELATED WORKSHOPS. 4182446 143186 307114 HOUSING: THE FOUNDATION PROVIDES HOUSING REFERRALS AND ASSISTANCE, PLUS TRANSITIONAL HOUSING THROUGH OUR FIVE RESIDENTIAL SITES. AMONG YOUTH WHO VISIT OUR RESOURCE CENTER, 55 PERCENT INDICATED THAT THEY HAD BEEN HOMELESS OR EXPERIENCED UNSTABLE HOUSING IN THE PAST SIX MONTHS. 4063113 5111 LIFE SKILLS AND EMPLOYMENT: SEVERAL ORANGEWOOD FOUNDATION 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. 3508901 HEALTH AND WELLNESS: ON A DAILY BASIS, FOUNDATION STAFF MEMBERS HELP OUR YOUTH WITH THEIR PHYSICAL,EMOTIONAL, AND "RELATIONAL" HEALTH. OFTEN, STRUGGLES IN THESE AREAS BECOME HURDLES FOR OUR YOUTH TO ACHIEVE THEIR OTHER GOALS ON THE PATH TO SELF-SUFFICIENCY, SUCH AS SECURING AND MAINTAINING HOUSING AND EMPLOYMENT, LEARNING AND RETAINING LIFE SKILLS, AND PURSUING AN EDUCATION. 3508901 15456374 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 1 94 0 1 155 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 40 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X THE ORGANIZATION 7146190202 1575 E 17TH STREET SANTA ANA CA 92705 ADAM HOROWITZ DIRECTOR 1.00 X 0 0 0 ALAN CLIFTON TREASURER 1.00 X X 0 0 0 ANDY PHILLIPS VICE CHAIR 1.00 X 0 0 0 BARRY MCMANUS DIRECTOR 1.00 X 0 0 0 BOB ISTWAN DIRECTOR 1.00 X 0 0 0 BRANDON FETTA DIRECTOR 1.00 X 0 0 0 CASANDRA WILLIAMS DIRECTOR 1.00 X 0 0 0 DANIEL M HOUCK II DIRECTOR 1.00 X 0 0 0 DAVE L DUNN DIRECTOR 1.00 X 0 0 0 EMILY JAMESON DIRECTOR 1.00 X 0 0 0 GREG DUNLAP DIRECTOR 1.00 X 0 0 0 HARRY LANGENBERG DIRECTOR 1.00 X 0 0 0 JAIME HONG DIRECTOR 1.00 X 0 0 0 JEFF ROOS DIRECTOR 1.00 X 0 0 0 JO-E LOPEZ VICE CHAIR 1.00 X 0 0 0 JOE LOZOWSKI DIRECTOR 1.00 X 0 0 0 JOHN STUMPF DIRECTOR 1.00 X 0 0 0 KASEY SURYAN DIRECTOR 1.00 X 0 0 0 KEITH DUGGAN DIRECTOR 1.00 X 0 0 0 KIMBERLY KIRKSEY DIRECTOR 1.00 X 0 0 0 KRIS THEILER DIRECTOR 1.00 X 0 0 0 SEAN CHAFFINS DIRECTOR 1.00 X 0 0 0 LEILA ENTEZAM DIRECTOR 1.00 X 0 0 0 MAEGAN LUJAN DIRECTOR 1.00 X 0 0 0 MARISSA BARTH DIRECTOR 1.00 X 0 0 0 SYLVIA PIZARROSO DIRECTOR 1.00 X 0 0 0 MITCH A JUNKINS DIRECTOR 1.00 X 0 0 0 MOHIT MITTAL DIRECTOR 1.00 X 0 0 0 NEENA MASTER DIRECTOR 1.00 X 0 0 0 PAUL TOBIN CHAIR 1.00 X X 0 0 0 PIERO WEMYSS DIRECTOR 1.00 X 0 0 0 RENEE PEPYS LOWE DIRECTOR 1.00 X 0 0 0 RICK SHERBURNE SECRETARY 1.00 X X 0 0 0 SANDRA JACKSON DIRECTOR 1.00 1.00 X 0 0 0 SONA SHAH DIRECTOR 1.00 X 0 0 0 SUSAN SAMUELI DIRECTOR 1.00 1.00 X X 0 0 0 TEDD BARR DIRECTOR 1.00 X 0 0 0 TIM RYAN DIRECTOR 1.00 X 0 0 0 VIC MERJANIAN DIRECTOR 1.00 X 0 0 0 VIKKI MURPHY DIRECTOR 1.00 X 0 0 0 CHRIS SIMONSEN CEO 50.00 1.00 X 405960 0 13351 JOHN LUKER COO & CFO 45.00 5.00 X 310983 0 13224 ANNIE BACH CHIEF COMPLIANCE OFFICER 40.00 X 167275 0 0 JOY CORPORA CHIEF PEOPLE & CULTURE OFFICER 50.00 X 197741 0 6712 KENDRA PURYEAR CHIEF DEVELOPMENT OFFICER 50.00 X 213730 0 5852 RICK WIEPKING CHIEF TECHNOLOGY OFFICER 50.00 X 189323 0 2722 TIFFANY MITCHELL CHIEF PROGRAM OFFICER 50.00 X 195546 0 12938 LINDA GIEL CONTROLLER 40.00 5.00 X 140090 0 0 NICOLE DUTRA DIRECTOR OF MARKETING/COMM 40.00 X 128997 0 0 RANI MAMMEN PROGRAM DIRECTOR-HOUSING 40.00 X 116794 0 0 TAMI DI PAOLO PROGRAM DIRECTOR-SUPPORT SERVICES 40.00 X 128044 0 0 ENRIQUE MONTIEL PROGRAM DIRECTOR-FOSTER YOUTH 40.00 X 141958 0 0 2336441 0 54799 12 0 1 0 FLANDERS POINTE APARTMENT 15520 TUSTIN VILLAGE WAY TUSTIN CA 92780 RENTS 252200 ORANGE TREE APARTMENTS 13902 TAFT ST GARDEN GROVE CA 92843 RENTS 232640 SULABHA ABHYANKAR N/A TUSTIN CA 92780 THERAPY SERVICES 169000 PACIFC WAVE EVENTS LLC 1048 IRVINE AVE 790 NEWPORT BEACH CA 92672 EVENT PLANNING 110369 COVENANT HOUSE OF CALIFORNIA 1325 N WESTERN AVE LOS ANGELES CA 90027 YOUTH SERVICES 107431 5 1163485 7076157 12754575 531228 20994217 RISING TIDE & SAMUELI ACADEMY 624100 1738460 1738460 ADMIN SERVICE FEES 561000 1029273 1029273 2767733 1112029 1112029 826074 1163485 826074 0 OTHER INCOME 900099 5111 5111 5111 24879090 2772844 0 1112029 143186 143186 959226 959226 760629 380314 380315 8233444 5434947 1978445 820052 168679 106262 62417 951412 682403 190089 78920 683153 454123 170493 58537 65646 65646 1192358 265094 904765 22499 191574 39230 146762 5582 305213 79792 193398 32023 504293 394060 85917 24316 542591 475014 50860 16717 86402 80655 2125 3622 148592 59226 70565 18801 178223 172333 4089 1801 2589701 2498242 63490 27969 207276 196556 10720 ILP/RESOURCE CENTER 1318705 1318705 TRANSITIONAL HOUSING 994611 994611 DONATED GOODS/SERVICES 514156 514156 YOUTH CONNECTED PROGRAM 208279 208239 40 20947349 15456374 4380136 1110839 5511762 4100579 4534309 5494322 188608 347150 78606886 17450259 63533873 61156627 24258750 34195043 146391 154562 98173693 105448283 1949220 2064480 2390503 2663993 4903745 4306932 6800 9977 597832 477402 0 1500000 9848100 11022784 X 68075991 68664520 20249602 25760979 88325593 94425499 98173693 105448283 3931741 2322234 -154069 0 X 0 1 X 1 1 1 X 11351458 21750582 13032865 16815664 20994217 83944786 1699147 2114745 2541998 3042769 2767733 12166392 13050605 23865327 15574863 19858433 23761950 96111178 0 0 0 96111178 285191 577733 513853 969483 1112029 3458289 285191 577733 513853 969483 1112029 3458289 2136 7611 5111 14858 13337932 24443060 16088716 20835527 24879090 99584325 0.96510 0.97240 0.03470 0.02750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 20558610 3791812 2251361 3911954 22689829 16443016 3118068 2444138 1446612 20558610 10819096 5261216 1216612 853908 16443016 10512609 1977797 -1227347 443963 10819096 8914113 184645 1801339 387488 10512609 0.45000 0.55000 1 0 10273312 10273312 64119131 14770143 49348988 2670528 1491958 1178570 1476124 1120367 355757 67791 67791 0 61156627 ENDOWMENT FUNDS HELD IN TRUST 1500000 1500000 X 27047255 2322234 2322234 24725021 154069 154069 24879090 20947349 0 20947349 0 20947349 PART IV, LINE 2B: DEPOSITS ARE HELD FOR YOUTH APARTMENTS RENTED BY ORANGEWOOD FOUNDATION FOR THE YOUTH. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS HAVE BOTH DONOR RESTRICTED FUNDS AND UNRESTRICTED FUNDS. THE DONOR RESTRICTED FUNDS INCLUDES THE ORANGEWOOD SCHOLARSHIPS ENDOWMENT, ORANGEWOOD OPERATIONS ENDOWMENT, SAMUELI ACADEMY SCHOLARSHIPS ENDOWMENT, SAMUELI ACADEMY OPERATIONS ENDOWMENT, AND THE OCCF FUND. THE INTENDED USES OF THE LISTED ENDOWMENTS INCLUDE STUDENT SCHOLARSHIPS AND OPERATIONAL SUPPORT FOR THE FOSTER FAMILY AGENCY AS WELL AS FOR OTHER PROGRAMS COSTS. PART X, LINE 2: MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUALFILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TOUNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. ORANGEWOOD CHALLENGE 650512 414091 236421 5811 38713 624 5300 181769 AMBASSADORS LUNCHEON 427116 358964 68152 2412 120778 429 2500 77176 10 911931 390430 521501 390562 1989559 1163485 826074 8223 159491 1053 7800 649507 826074 0 1 COVENANT HOUSE CALIFORNIA INC 1325 N WESTERN AVENUE LOS ANGELES CA 90027 133391210 501(C)(3) 143186 0 HOUSING GRANTS 1 SCHOLARSHIPS FOR EDUCATION AND LIVING EXPENSES 525 959226 PART I, LINE 2: FOR HIGHER EDUCATION SCHOLARSHIP REQUESTS THE ORGANIZATION GIVES THE MONEY TO THE YOUTH UPON RECEIPT OF CLASS SCHEDULES. THERE ARE GENERALLY 5 INSTALLMENTS FOR THE PAYMENT, 1/2, THE SEMESTER UPFRONT; THE SECOND HALF AFTER THE FINAL DROP DAY OF CLASSES AND THE STUDENT HAS PROVIDED THE CURRENT CLASS SCHEDULE. IF THE STUDENT COMPLETES THE SAME NUMBER OF UNITS THAT WERE INCLUDED IN THE INITIAL INSTALLMENTS, WITH A GRADE OF C OR BETTER, THEN THEY WILL BE FUNDED FOR THE SECOND SEMESTER UNDER THE SAME TIMEFRAME GUIDELINES. IF THE STUDENT DROPPED UNITS OR DID NOT SUCCEED AT PASSING THE CLASS WITH A C OR BETTER, THEN THE NEXT SEMESTER GRANT WILL BE REDUCED UNTIL THE STUDENT HAS SUCCESSFULLY COMPLETED THE ORIGINAL UNITS THAT FUNDS WERE GRANTED FOR. AT THE END OF THE YEAR, IF THE STUDENT HAS COMPLETED 24 UNITS OR MORE, WITH PASSING GRADES OF C OR BETTER AND PROVIDES ALL THE CLASS SCHEDULE DOCUMENTATION INCLUDING GRADES, THEY ARE ELIGIBLE FOR A BONUS SCHOLARSHIP AMOUNT. FOR GRANTS TO YOUTH NOT ATTENDING HIGHER EDUCATION, THE ORGANIZATION PROVIDES BASIC SUPPORT TO COVER LIVING EXPENSES. THE YOUTH MUST SHOW WHAT THE EXPENSES ARE GOING TO BE USED FOR. FUTURE GRANTS ARE DEPENDENT ON HOW THE YOUTH SPENDS THE INITIAL FUNDS. FOR OTHER SUPPORT AND COURSES, INCLUDING DRIVERS EDUCATION, EXTRA CURRICULAR ACTIVITIES OR SCHOOL SUPPLIES, INVOICES ARE PROVIDIED FOR FUNDING. X X X X X 0 0 0 0 0 1 0 0 0 CHRIS SIMONSEN CEO 331160 0 69800 0 5000 0 2000 0 11351 0 419311 0 0 0 JOHN LUKER COO & CFO 272983 0 33000 0 5000 0 2000 0 11224 0 324207 0 0 0 KENDRA PURYEAR CHIEF DEVELOPMENT OFFICER 208730 0 0 0 5000 0 2000 0 3852 0 219582 0 0 0 TIFFANY MITCHELL CHIEF PROGRAM OFFICER 172046 0 18500 0 5000 0 2000 0 10938 0 208484 0 0 0 JOY CORPORA CHIEF PEOPLE & CULTURE OFFICER 175691 0 17050 0 5000 0 2000 0 4712 0 204453 0 0 0 RICK WIEPKING CHIEF TECHNOLOGY OFFICER 167583 0 16740 0 5000 0 2000 0 722 0 192045 0 0 0 ANNIE BACH CHIEF COMPLIANCE OFFICER 167275 0 0 0 0 0 0 0 0 0 167275 0 0 0 PART I, LINE 6 ALL LISTED EMPLOYEES RECEIVED A BONUS THAT WAS CONTINGENT ON EARNINGS. EXECUTIVE OFFICERS ARE ELIGIBLE TO RECEIVE A BONUS, SUBJECT TO CRITERIA THAT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. A CA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2016-07-01 12660000 K-12 SCHOOL FACILITY 0 0 0 A 8353068 12660000 12352645 224713 82642 2022 1 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 KIMBERLY KIRKSEY - KIRKSEY & CO BOARD MEMBER 59287 PURCHASED DISCOUNTED FURNITURE 0 X 32709 FMV X 388578 FMV X 94791 FMV X AUCTION ITEMS 30 15150 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ADMINISTERED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT CONSULTANT IS HIRED TO PERFORM A MARKET REVIEW OF THE SALARIES OF THE CFO/COO AND CEO. THE RESULTS OF THIS REVIEW ARE PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD, WHICH APPROVES THE SALARIES AND ANY ADJUSTMENTS FOR THE CFO/COO AND CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ORANGEWOOD REAL PROPERTY LLC 1575 E 17TH ST SANTA ANA CA 92705 900720564 REAL ESTATE CA 1587070 58177727 ORANGEWOOD FOUNDATION ORANGEWOOD RESIDENTIAL LLC 1575 E 17TH ST SANTA ANA CA 92705 800722825 FOSTER FAMILY AGENCY CA 1697333 535996 ORANGEWOOD FOUNDATION GENERAL WILLIAM LYON WORKFORCE ACADEMY 1575 E 17TH ST SANTA ANA CA 92705 854175777 WORKFORCE DEVELOPMENT CA 0 0 ORANGEWOOD FOUNDATION SAMUELI ACADEMY 1575 E 17TH ST SANTA ANA CA 92705 453866750 CHARTER SCHOOL CA 501(C)(3) LINE 2 ORANGEWOOD FOUNDATION 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 SAMUELI ACADEMY A 1431346 CASH SAMUELI ACADEMY J 1431346 CASH SAMUELI ACADEMY O 1029273 CASH SAMUELI ACADEMY Q 1029273 CASH