Orangewood Foundation

Nonprofit profile at a glance

EIN
953616628
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Santa Ana, CA, USA
Phone
7146190200
Rating
83
Verdict
STRONG
Rating confidence
Standard
Sector
Child Abuse, Prevention

Reported finances

Revenue
$24,879,090
Expenses
$20,947,349
Assets
$105,448,283
Liabilities
$11,022,784

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

52 people listed

Executive titles in this filing

  • CHRIS SIMONSEN (CEO)

Highest reported compensation

  • CHRIS SIMONSEN (CEO): $419,311 total reported compensation
  • JOHN LUKER (COO & CFO): $324,207 total reported compensation
  • KENDRA PURYEAR (CHIEF DEVELOPMENT OFFICER): $219,582 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To strive for equity for our youth by valuing and supporting the life they envision.

What it reported doing in 2024

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 93% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 96
  • Accountability: 97
  • Sustainability: 72
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 63.8%; rating input score 64
  • Program expense ratio: 73.8%; rating input score 74
  • Fundraising efficiency: $18.9 raised per $1 spent on fundraising; rating input score 55; 55th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 95%; rating input score 95; 28th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 15.8%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 5.03; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0.1; rating input score 73; 73rd percentile among comparable filings
  • Officer compensation ratio: 11.4%; rating input score 16; 16th percentile among comparable filings

Growth

  • Program expense growth: 8.7% per year; rating input score 100; 65th percentile among comparable filings
  • Revenue growth: 4.9% per year; rating input score 100; 43rd percentile among comparable filings
  • Asset growth: 9.6% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 63.8% of revenue deployed · 73.8% of spending went to programs
  • Governance: 38 of 40 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $15.5M in reported program spending
  • Leadership: top reported pay $419K · 52 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $872K reported
  • Consistency: 39 of 39 current checks pass
  • Schedules: 11 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 5 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Fundraising efficiency scored 55/100.
  • High — Sustainability: Officer compensation ratio scored 16/100.