Nonprofit · EIN 33-0377341
ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION
Tax-exempt · SANTA ANA, CA 92701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,607,344 | $5,956,724 | $650,620 | $4,669,903 | $861,261 | $3,808,642 |
| June 30, 2024 | 990 | $4,691,462 | $5,520,027 | -$828,565 | $3,822,087 | $724,718 | $3,097,369 |
| June 30, 2023 | 990 | $5,393,216 | $5,308,121 | $85,095 | $3,175,272 | $790,318 | $2,384,954 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,054,447
- Program service revenue
- $815,862
- Investment income
- $66,619
- Net gain from sales of assets
- $12,958
- Net income from fundraising events
- -$443,235
- Other revenue
- -$329,584
Expenses
- Grants and similar amounts paid
- $2,249,802
- Other salaries and wages
- $1,691,737
- Salaries, compensation and benefits (total)
- $2,428,888
- Professional fundraising fees
- $0
- Legal fees
- $6,595
- Accounting fees
- $39,779
- Occupancy
- $64,535
- Travel
- $16,893
- Program services (functional)
- $4,590,683
- Management and general (functional)
- $580,805
- Fundraising (functional)
- $785,236
Balance sheet and other
- Total assets, start of year
- $3,822,087
- Total assets, end of year
- $4,669,903
- Total liabilities, end of year
- $861,261
- Net assets, end of year
- $3,808,642
- Publicly traded securities
- $376,208
- Net assets without donor restrictions
- $1,764,710
- Net assets with donor restrictions
- $2,043,932
- Gross receipts
- $7,493,656
- Employees
- 0
- Volunteers
- 45
- Year formed
- 1988
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TEREN SHAFFER | PRESIDENT AND CEO Trustee or director, Officer | 24 | $0 | $322,961 | $75,880 |
| STEVE WAGNER | FORMER VP OF OPS. (END JUNE 2024) Former | 6 | $0 | $183,192 | $32,137 |
| GREGORY ENDELMAN | VP OF OPERATIONS (AS OF JULY 2024) Trustee or director, Officer | 6 | $0 | $141,031 | $23,501 |
| JASON HERTHEL | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MICHAEL LAVEN | VICE CHAIR, FINANCE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KIMBERLEY LAKES PHD | VICE CHAIR, HUMAN CAPITAL Trustee or director, Officer | 2 | $0 | $0 | $0 |
| EOIN L KREDITOR JD | VICE CHAIR, LEGACY GIVING Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JENNIFER STERNSHEIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEVIN TIBER | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| HALIM DHANIDINA | BOT REPRESENTATIVE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LISA ARGYROS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JIM BERGMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LISA BRENNAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ALBERT BUSHALA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MIAAD BUSHALA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRUCE E CHAPMAN | DIRECTOR Trustee or director | 2 | $0 |
| JIM CONROY | DIRECTOR Trustee or director | 2 | $0 |
| JULIA FELDMAN | DIRECTOR Trustee or director | 2 | $0 |
| LAMIA GABAL | DIRECTOR Trustee or director | 2 | $0 |
| JULIE GARN | DIRECTOR Trustee or director | 2 | $0 |
| BRYAN GIGLIA | DIRECTOR Trustee or director | 2 | $0 |
| JASON GWIN | DIRECTOR Trustee or director | 2 | $0 |
| GILLIAN HAYES | DIRECTOR Trustee or director | 2 | $0 |
| STEVEN HO | DIRECTOR Trustee or director | 2 | $0 |
| MARTIN HOWARD | DIRECTOR Trustee or director | 2 | $0 |
| JENNIE LYNN JOHANSON-MAYA | DIRECTOR Trustee or director | 2 | $0 |
| PATRICIA JUAREZ | DIRECTOR Trustee or director | 2 | $0 |
| MICHAEL LE | DIRECTOR Trustee or director | 2 | $0 |
| LEE RUNNELS | DIRECTOR Trustee or director | 2 | $0 |
| DON STEINER | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTINE WALKER-BOWMAN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE WAGNER | VP OF OPERATIONS Officer | 6 | $0 | $411,236 | $65,861 |
| TEREN M SHAFFER | PRESIDENT AND CEO Trustee or director, Officer | 24 | $0 | $343,260 | $75,210 |
| JASON HERTHEL | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MICHAEL LAVEN | VICE CHAIR, FINANCE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KIMBERLEY LAKES PHD | VICE CHAIR, HUMAN CAPITAL Trustee or director, Officer | 2 | $0 | $0 | $0 |
| EOIN L KREDITOR JD | VICE CHAIR, LEGACY GIVING Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JENNIFER STERNSHEIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEVIN TIBER | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| HALIM DHANIDINA | BOT REPRESENTATIVE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALBERT BUSHALA | DIRECTOR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JULIA FELDMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRUCE E CHAPMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LISA ARGYROS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JIM BERGMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JENNIE LYNN JOHANSON-MAYA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LISA BRENNAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LEE RUNNELS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| GILLIAN HAYES | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| PATRICIA JUAREZ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL LE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE WALKER-BOWMAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JIM CONROY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| LAMIA GABAL | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEVEN HO | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARTIN HOWARD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DON STEINER | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| BRYAN GIGLIA | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVE WAGNER | VP OF OPERATIONS Officer | 6 | $0 | $356,376 | $53,534 |
| TEREN M SHAFFER | PRESIDENT AND CEO Trustee or director, Officer | 24 | $0 | $280,462 | $66,121 |
| JASON HERTHEL | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEVIN ROSENBERG | VICE CHAIR, HUMAN CAPITAL Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ALI LEVIN | VICE CHAIR, HUMAN CAPITAL Trustee or director, Officer | 2 | $0 | $0 | $0 |
| EOIN L KREDITOR JD | VICE CHAIR, LEGACY GIVING Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JENNIFER STERNSHEIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEVIN TIBER | TREASURER/VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| HALIM DHANIDINA | BOT REPRESENTATIVE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| VINCENT J FOLEY JR | BOARD MEMBER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| HAERAN PARK ZEDECK | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BRUCE E CHAPMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| LISA ARGYROS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JIM BERGMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| SAINI KANNAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| LISA BRENNAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| LEE RUNNELS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| GILLIAN HAYES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PATRICIA JUAREZ | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JEFFREY EVANS | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE WALKER-BOWMAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JIM CONROY | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| LAMIA GABAL | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| STEVEN HO | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MARTIN HOWARD | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL LAVEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DON STEINER | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BRYAN GIGLIA | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KIMBERLEY LAKES | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW KEYOUNG | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ERIN SAMUELI | BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1010 N MAIN ST, SANTA ANA, CA 92701-3602
- Principal officer (990 for 2024)
- TEREN SHAFFER, 1010 N MAIN STREET, SANTA ANA, CA 927013608
- Signed the 990
- TEREN SHAFFER, PRESIDENT & CEO
- Phone
- (714) 560-0900
- Website
- WWW.OCSARTS.NET
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0377341 or by the name ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE ORANGE COUNTY HIGH SCHOOL OF THE ARTS FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION WHOSE SPECIFIC AND PRIMARY PURPOSE IS TO RAISE FUNDS FOR THE BENEFIT OF THE ORANGE COUNTY HIGH SCHOOL OF THE ARTS.
Program accomplishments
- OCSA FOUNDATION HAS VARIOUS CEREMONIES AND FUNCTIONS THAT PROVIDE OPPORTUNITIES FOR APPROXIMATELY 1,000 STUDENTS TO PERFORM THEIR ARTISTIC SKILLS THROUGHOUT THE YEAR.Expenses $2,409,226 · grants $68,345 · revenue $815,862
- CONTRIBUTION TO ORANGE COUNTY SCHOOL OF THE ARTS.Expenses $1,150,957 · grants $1,150,957
- CONTRIBUTION TO THE LEGACY FUND STUDENTS FIRST CAPITAL CAMPAIGN.Expenses $1,030,500 · grants $1,030,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0377341
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $4,669,903
- Income (IRS master file)
- $7,493,656
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,607,344 | $5,956,724 | $4,669,903 | IRS |
| 990 | June 2024 | $4,691,462 | $5,520,027 | $3,822,087 | IRS |
| 990 | June 2023 | $5,393,216 | $5,308,121 | $3,175,272 | XML |
| 990 | June 2022 | $7,117,184 | $6,960,069 | $3,015,604 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0377341).
Questions about ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION
- What is the EIN of ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION?
- The employer identification number (EIN) of ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION is 33-0377341.
- Is ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION?
- The 990 for the year ended June 30, 2025 names TEREN SHAFFER.
- Who are the officers and directors of ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 31 people; 0 received compensation from the organization.
- How much revenue does ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,607,344, expenses of $5,956,724 and total assets of $4,669,903 at year end.
Other nonprofits in SANTA ANA
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- ORANGE COUNTY HEAD START EIN 95-3411088 · last filed 990 for 2025
- ORANGE COUNTY SCHOOL OF THE ARTS EIN 33-0891574 · last filed 990 for 2025
- SCHOLARSHIP PREP EIN 47-3943780 · last filed 990 for 2025
- CALIFORNIA SCHOOL OF THE ARTS SAN GABRIEL VALLEY EIN 81-3919990 · last filed 990 for 2025
- SAMUELI ACADEMY EIN 45-3866750 · last filed 990 for 2025
- ORANGE COUNTY ELEMENTARY ARTS ACADEMY EIN 55-0874759 · last filed 990 for 2025
- CRISTO REY ORANGE COUNTY HIGH SCHOOL INC EIN 84-3879474 · last filed 990 for 2025