Nonprofit · EIN 95-3616628
ORANGEWOOD FOUNDATION
Tax-exempt · SANTA ANA, CA 92705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,879,090 | $20,947,349 | $3,931,741 | $105,448,283 | $11,022,784 | $94,425,499 |
| June 30, 2024 | 990 | $20,835,527 | $17,859,550 | $2,975,977 | $98,173,693 | $9,848,100 | $88,325,593 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $20,994,217
- of which government grants
- $7,076,157
- Program service revenue
- $2,767,733
- Investment income
- $1,112,029
- Other revenue
- $5,111
Expenses
- Grants and similar amounts paid
- $1,102,412
- Compensation of officers, directors and key employees
- $760,629
- Other salaries and wages
- $8,233,444
- Salaries, compensation and benefits (total)
- $10,797,317
- Professional fundraising fees
- $0
- Accounting fees
- $65,646
- Occupancy
- $542,591
- Travel
- $86,402
- Depreciation
- $2,589,701
- Program services (functional)
- $15,456,374
- Management and general (functional)
- $4,380,136
- Fundraising (functional)
- $1,110,839
Balance sheet and other
- Total assets, start of year
- $98,173,693
- Total assets, end of year
- $105,448,283
- Total liabilities, end of year
- $11,022,784
- Net assets, end of year
- $94,425,499
- Land, buildings and equipment
- $61,156,627
- Publicly traded securities
- $34,195,043
- Net assets without donor restrictions
- $68,664,520
- Net assets with donor restrictions
- $25,760,979
- Gross receipts
- $25,705,164
- Employees
- 155
- Volunteers
- 1,100
- Year formed
- 1980
- 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 | Other / benefits |
|---|---|---|---|---|
| CHRIS SIMONSEN | CEO Officer | 50 | $405,960 | $13,351 |
| JOHN LUKER | COO & CFO Officer | 45 | $310,983 | $13,224 |
| KENDRA PURYEAR | CHIEF DEVELOPMENT OFFICER Key employee | 50 | $213,730 | $5,852 |
| TIFFANY MITCHELL | CHIEF PROGRAM OFFICER Key employee | 50 | $195,546 | $12,938 |
| JOY CORPORA | CHIEF PEOPLE & CULTURE OFFICER Key employee | 50 | $197,741 | $6,712 |
| RICK WIEPKING | CHIEF TECHNOLOGY OFFICER Key employee | 50 | $189,323 | $2,722 |
| ANNIE BACH | CHIEF COMPLIANCE OFFICER Key employee | 40 | $167,275 | $0 |
| ENRIQUE MONTIEL | PROGRAM DIRECTOR-FOSTER YOUTH Highest-paid employee | 40 | $141,958 | $0 |
| LINDA GIEL | CONTROLLER Highest-paid employee | 40 | $140,090 | $0 |
| NICOLE DUTRA | DIRECTOR OF MARKETING/COMM Highest-paid employee | 40 | $128,997 | $0 |
| TAMI DI PAOLO | PROGRAM DIRECTOR-SUPPORT SERVICES Highest-paid employee | 40 | $128,044 | $0 |
| RANI MAMMEN | PROGRAM DIRECTOR-HOUSING Highest-paid employee | 40 | $116,794 | $0 |
| ADAM HOROWITZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN CLIFTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANDY PHILLIPS | VICE CHAIR Trustee or director | 1 | $0 | $0 |
37 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY MCMANUS | DIRECTOR Trustee or director | 1 | $0 |
| BOB ISTWAN | DIRECTOR Trustee or director | 1 | $0 |
| BRANDON FETTA | DIRECTOR Trustee or director | 1 | $0 |
| CASANDRA WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL M HOUCK II | DIRECTOR Trustee or director | 1 | $0 |
| DAVE L DUNN | DIRECTOR Trustee or director | 1 | $0 |
| EMILY JAMESON | DIRECTOR Trustee or director | 1 | $0 |
| GREG DUNLAP | DIRECTOR Trustee or director | 1 | $0 |
| HARRY LANGENBERG | DIRECTOR Trustee or director | 1 | $0 |
| JAIME HONG | DIRECTOR Trustee or director | 1 | $0 |
| JEFF ROOS | DIRECTOR Trustee or director | 1 | $0 |
| JO-E LOPEZ | VICE CHAIR Trustee or director | 1 | $0 |
| JOE LOZOWSKI | DIRECTOR Trustee or director | 1 | $0 |
| JOHN STUMPF | DIRECTOR Trustee or director | 1 | $0 |
| KASEY SURYAN | DIRECTOR Trustee or director | 1 | $0 |
| KEITH DUGGAN | DIRECTOR Trustee or director | 1 | $0 |
| KIMBERLY KIRKSEY | DIRECTOR Trustee or director | 1 | $0 |
| KRIS THEILER | DIRECTOR Trustee or director | 1 | $0 |
| SEAN CHAFFINS | DIRECTOR Trustee or director | 1 | $0 |
| LEILA ENTEZAM | DIRECTOR Trustee or director | 1 | $0 |
| MAEGAN LUJAN | DIRECTOR Trustee or director | 1 | $0 |
| MARISSA BARTH | DIRECTOR Trustee or director | 1 | $0 |
| SYLVIA PIZARROSO | DIRECTOR Trustee or director | 1 | $0 |
| MITCH A JUNKINS | DIRECTOR Trustee or director | 1 | $0 |
| MOHIT MITTAL | DIRECTOR Trustee or director | 1 | $0 |
| NEENA MASTER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL TOBIN | CHAIR Trustee or director, Officer | 1 | $0 |
| PIERO WEMYSS | DIRECTOR Trustee or director | 1 | $0 |
| RENEE PEPYS LOWE | DIRECTOR Trustee or director | 1 | $0 |
| RICK SHERBURNE | SECRETARY Trustee or director, Officer | 1 | $0 |
| SANDRA JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| SONA SHAH | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN SAMUELI | DIRECTOR Trustee or director, Officer | 1 | $0 |
| TEDD BARR | DIRECTOR Trustee or director | 1 | $0 |
| TIM RYAN | DIRECTOR Trustee or director | 1 | $0 |
| VIC MERJANIAN | DIRECTOR Trustee or director | 1 | $0 |
| VIKKI MURPHY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 51 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRIS SIMONSEN | CEO Officer | 50 | $366,393 | $16,946 |
| JOHN LUKER | COO & CFO Officer | 45 | $294,898 | $16,828 |
| SHAUNTINA SORRELLS | CHIEF PROGRAM OFFICER Key employee | 50 | $217,538 | $15,505 |
| JOY CORPORA | CHIEF PEOPLE/CULTURE OFFIC Key employee | 50 | $191,651 | $7,000 |
| KENDRA PURYEAR | CHIEF DEVELOPMENT OFFICER Key employee | 50 | $183,326 | $14,164 |
| RICK WIEPKING | CHIEF TECHNOLOGY OFFICER Key employee | 50 | $180,529 | $7,472 |
| LINDA GIEL | CONTROLLER Highest-paid employee | 40 | $131,730 | $7,000 |
| TYLER KUNNEL | DIRECTOR OF FACILITIES/CON Highest-paid employee | 40 | $114,654 | $18,192 |
| NICOLE DUTRA | DIRECTOR OF MARKETING/COMM Highest-paid employee | 40 | $125,744 | $2,000 |
| TAMI DI PAOLO | DIRECTOR OF YOUTH SUPPORT Highest-paid employee | 40 | $121,093 | $2,000 |
| RANI MAMMEN | PROGRAM DIRECTOR OF HOUSIN Highest-paid employee | 40 | $110,518 | $10,615 |
| ADAM HOROWITZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN CLIFTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANDY PHILLIPS | VICE CHAIR Trustee or director | 1 | $0 | $0 |
| BARRY MCMANUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOB ISTWAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDON FETTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CASANDRA WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL M HOUCK II | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE L DUNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILY JAMESON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG DUNLAP | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HARRY LANGENBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAIME HONG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFF ROOS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JO-E LOPEZ | VICE CHAIR Trustee or director | 1 | $0 | $0 |
| JOE LOZOWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN STUMPF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KASEY SURYAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEITH DUGGAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIMBERLY KIRKSEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRIS THEILER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAUREN PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEILA ENTEZAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAEGAN LUJAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARISSA BARTH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK POWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCH A JUNKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOHIT MITTAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NEENA MASTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL TOBIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PIERO WEMYSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RENEE PEPYS LOWE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK SHERBURNE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SANDRA JACKSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SONA SHAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN SAMUELI | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| TEDD BARR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM RYAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VIC MERJANIAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VIKKI MURPHY | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1575 E 17TH ST, SANTA ANA, CA 92705-8506
- Principal officer (990 for 2024)
- JOHN LUKER, 1575 E 17TH STREET, SANTA ANA, CA 92705
- Signed the 990
- JOHN LUKER, CFO
- Phone
- (714) 619-0200
- Return prepared by
- CHRISTY WHITE ASSOCIATES
Mission
TO STRIVE FOR EQUITY FOR OUR YOUTH BY VALUING AND SUPPORTING THE LIFE THEY ENVISION.
Program accomplishments
- 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.Expenses $3,701,914 · grants $959,226 · revenue $2,460,619
- 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.Expenses $4,182,446 · grants $143,186 · revenue $307,114
- 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.Expenses $4,063,113 · revenue $5,111
- 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.Expenses $3,508,901
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
- 95-3616628
- 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
- 1981
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Crime and legal-related (I72J)
- Assets (IRS master file)
- $105,448,283
- Income (IRS master file)
- $25,705,164
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $16,088,716 | $16,849,556 | $98,258,969 | IRS |
| 990 | June 2022 | $24,464,496 | $15,201,973 | $100,333,336 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ORANGEWOOD FOUNDATION
- What is the EIN of ORANGEWOOD FOUNDATION?
- The employer identification number (EIN) of ORANGEWOOD FOUNDATION is 95-3616628.
- Is ORANGEWOOD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to ORANGEWOOD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORANGEWOOD 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 ORANGEWOOD 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 ORANGEWOOD 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 ORANGEWOOD FOUNDATION?
- The 990 for the year ended June 30, 2025 names JOHN LUKER.
- Who are the officers and directors of ORANGEWOOD FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 52 people; 12 received compensation from the organization, the highest $405,960 (CHRIS SIMONSEN, CEO).
- How much revenue does ORANGEWOOD FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,879,090, expenses of $20,947,349 and total assets of $105,448,283 at year end.
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All nonprofits in SANTA ANA · California · Crime and legal-related