Orangewood Foundation
Profile Not Current (Last updated:
Jan 13, 2025
)
Current Fiscal Year
Fiscal Year Start Date: July 1, 2024
Fiscal Year End Date: June 30, 2025
Projected Revenue: $10,975,517
Projected Expense: $10,914,013
Revenue vs. Expense ($)
Expense Breakdown: 2025 (%)
| Administration Expense | 20.9% |
| Program Expense | 73.8% |
| Fundraising Expense | 5.3% |
Expense Breakdown: 2024 (%)
| Administration Expense | 2.0% |
| Program Expense | 75.3% |
| Fundraising Expense | 7.8% |
Expense Breakdown: 2023 (%)
| Administration Expense | 18.5% |
| Program Expense | 75.7% |
| Fundraising Expense | 5.8% |
990 Tax Form
Tax Year 2025 Form 990 (Fiscal Year ending in 2025)
Tax Year 2024 Form 990 (Fiscal Year ending in 2024)
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Tax Year 2023 Form 990 (Fiscal Year ending in 2023)
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Tax Year 2022 Form 990 (Fiscal Year ending in 2022)
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Prior Three Years Total Revenue and Expense Totals
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Revenue | $24,879,090 | $20,835,527 | $16,088,716 |
| Total Expenses | $20,947,349 | $17,859,550 | $16,849,556 |
Prior Three Years Revenue Sources
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Foundation and Corporation Contributions | - | - | $6,101,720 |
| Government Contributions | $7,076,157 | $5,349,142 | $4,905,443 |
| Federal | - | - | - |
| State | - | - | - |
| Local | - | - | - |
| Unspecified | - | - | - |
| Individual Contributions | - | - | - |
| Indirect Public Support | - | - | - |
| Earned Revenue | $2,767,733 | $3,042,769 | $2,541,998 |
| Investment Income, Net of Losses | $1,112,029 | $969,483 | $513,853 |
| Membership Dues | - | - | - |
| Special Events | - | - | $1,273,402 |
| Revenue In-Kind | $531,228 | $408,131 | $752,300 |
| Other Revenue | $5,111 | $7,611 | $1,266,153 |
Prior Three Years Expense Allocations by Type
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Program Expense | $15,456,374 | $13,454,173 | $12,758,503 |
| Administration Expense | $4,380,136 | $351,025 | $3,114,634 |
| Fundraising Expense | $1,110,839 | $1,394,591 | $976,419 |
| Payments to Affiliates | - | - | - |
| Total Revenue/Total Expenses | 1.19 | 1.17 | 0.95 |
| Program Expense/Total Expenses | 74% | 75% | 76% |
| Fundraising Expense/Total Revenue | 4% | 7% | 6% |
Prior Three Years Assets and Liabilities
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $105,448,283 | $98,173,693 | $98,258,969 |
| Current Assets | $9,942,051 | $10,234,679 | $12,210,296 |
| Long-Term Liabilities | $1,509,977 | $6,800 | $2,576,814 |
| Current Liabilities | $9,035,405 | $9,243,468 | $12,449,833 |
| Total Net Assets | $94,425,499 | $88,325,593 | $83,232,322 |
Short Term Solvency
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Current Assets/Current Liabilities | 1.10 | 1.11 | 0.98 |
Long Term Solvency
| Fiscal Year | 2025 | 2024 | 2023 |
|---|---|---|---|
| Long Term Liabilities/Total Assets | 1% | 0% | 3% |
Endowment/Capital Campaigns
Endowment Value: $14,840,000
Spending Policy: Income Only
Percentage: -
Are you currently in a Capital Campaign? No
Capital Campaign Purpose:
Samueli Academy, a charter high school in Santa Ana, is providing a transformational learning environment for Orange County's teens.
Campaign Goal: $72,000,000
Capital Campaign Start Date: July 1, 2012
Capital Campaign End Date: January 1, 2022
Capital Campaign Raised-to-Date Amount: $71,750,000
CONTACT
Orangewood Foundation
1575 E 17th Street
Santa Ana, CA 92705
Chris Simonsen
Phone: 714-619-0200