2024-02-28T18:10:39-06:00 2023-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2022-07-01 453866750 SAMUELI ACADEMY SAMU 7146190245 1575 E 17TH STREET SANTA ANA CA 92705 JOHN LUKER CFO 7146190245 2024-02-28 1 JOHN LUKER 999009999 0 MARCY KEARNEY P02370487 6192708222 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN LUKER 1575 E 17TH STREET SANTA ANA CA 92705 16060420 0 X SAMUELIACADEMY.ORG X 2012 CA OPERATION OF A PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADES 7 TO 12 IN ORANGE COUNTY. 7 7 131 30 0 0 13340559 15638140 0 122864 7188 96962 0 0 13347747 15857966 13000 19000 0 0 8027595 8901039 0 0 330728 4251628 5299608 12292223 14219647 1055524 1638319 7816850 20075816 1941823 12562470 5875027 7513346 THE MISSION IS TO PROVIDE A TRANSFORMATIONAL LEARNING ENVIRONMENT TO COMMUNITY, UNDERSERVED AND FOSTER TEENS THAT OFFERS CONSISTENCY, STABILITY, SUPPORT, AND A COMMUNITY IN WHICH TO BELONG, THRIVE, AND GROW INTO SUCCESSFUL, INDEPENDENT ADULTS. 0 0 12833251 19000 122864 THE SAMUELI ACADEMY IS A PUBLIC CHARTER 7-12 GRADE SCHOOL IN SANTA ANA WITH 800 STUDENTS THAT PREPARES YOUTH FOR HIGHER EDUCATION AND A SELF-SUFFICIENT, HEALTH ADULT LIFE. SOME OF THE UNIQUE FEATURES OF THE SCHOOL ARE: AN INDIVIDUALIZED APPROACH TO ACADEMIC INSTRUCTION THAT UTILIZES A STEM AND PROJECT BASED LEARNING CURRICULUM; A 48 BED FOSTER YOUTH RESIDENTIAL PROGRAM; A WIDE ARRAY OF AFTERSCHOOL PROGRAM AND EXTRACURRICULAR ACTIVITIES TO PROVIDE STUDENTS WITH ADDITIONAL ACADEMIC SUPPORT; NUMEROUS ATHLETIC AND ARTS OPPORTUNITIES; AND PARTICIPATION IN CLASSROOM-BASED TRAINING AND REAL-LIFE EXPERIENCES TO PROVIDE YOUTH THE KNOWLEDGE AND TOOLS FOR SUCCESSFUL INDEPENDENT LIVING. 12833251 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 30 0 1 131 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 7146190200 1575 E 17TH STREET SANTA ANA CA 92705 CHRIS SCHEITHAUER CHAIR 1.00 X X 0 0 0 LIZ DORN PARKER VICE CHAIR/TREASURER 1.00 X X 0 0 0 RICHARD ARUM SECRETARY 1.00 X X 0 0 0 SANDI JACKSON TRUSTEE 1.00 1.00 X 0 0 0 SUSAN SAMUELI TRUSTEE 1.00 1.00 X 0 0 0 SUSAN BARUA TRUSTEE 1.00 X 0 0 0 ROBERT SANTANA TRUSTEE 1.00 X 0 0 0 ANTHONY SABA EXECUTIVE DIRECTOR 40.00 X 231240 0 44846 JOHN LUKER COO & CFO 5.00 40.00 X 0 279876 11814 CHRIS SIMONSEN CEO 1.00 50.00 X 0 347726 11926 LEE FLEMING HEAD OF SCHOOL 40.00 X 165300 0 41284 SHELLEY JUHL-OBRIEN TEACHER 40.00 X 116029 0 23949 ANTHONY POLIZZI TEACHER 40.00 X 111005 0 24525 KIMBERLY DAWSON CUMMINGS ASSISTANT HEAD OF SCHOOL 40.00 X 123619 0 34328 ALEXANDRA LOPEZ MARTINEZ ASSISTANT HEAD OF SCHOOL 40.00 X 135863 0 27737 883056 627602 220409 6 0 1 0 ADVANCED CHARGING TECHNOLOGIES 17260 NEWHOPE ST FOUNTAIN VALLEY CA 92708 SOLAR PROJECT 498000 REVOLUTION FOODS 8393 CAPWELL DR STE 200 OAKLAND CA 94621 FOOD SERVICE 346943 ICLEAN COMMERCIAL CLEANING CORP 4540 CAMPUS DR 100 NEWPORT BEACH CA 92660 CLEANING SERVICES 207263 SPECIALIZED THERAPY SERVICES 4204 ADAMS AVE STE A SAN DIEGO CA 92116 THERAPY SERVICES 171127 PATRICIAN EVENTS PLANNING COMPANY INC 3395 MICHELSON DRIVE IRVINE CA 92612 EVENT PLANNING 108510 5 554460 14115632 968048 59207 15638140 STUDENT ACTIVITIES 611710 122864 122864 122864 96962 96962 202454 554460 202454 0 15857966 122864 0 96962 19000 19000 373044 373044 5559135 4762243 623043 173849 1210312 1047726 127116 35470 1571175 1360113 165017 46045 187373 162203 19679 5491 40600 40600 219397 141255 32000 46142 8789 7545 1244 245998 183593 42481 19924 299853 299853 2479211 2479211 136760 136725 35 68058 67380 678 376178 376178 101307 101307 PROGRAM OPERATIONS 1244292 1244292 DONATED GOODS/SERVICES 59207 59207 OTHER OPERATING 19958 12376 5732 1850 14219647 12833251 1055668 330728 0 0 4718877 6830445 359299 963853 1006553 788773 126704 328162 2735707 1376186 1506372 1359521 99045 99045 0 784000 0 8922017 7816850 20075816 971740 953522 970083 2525396 0 9083552 1941823 12562470 X 5875027 7513346 5875027 7513346 7816850 20075816 1638319 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5901234 106870 503411 0 0 6511515 6632931 40500 -632447 139750 0 5901234 5748072 1161631 276772 0 6632931 5625397 128675 6000 0 5748072 5391678 238143 245576 250000 0 5625397 0.00000 0.77000 0.23000 0 1 1 274352 91742 182610 2398608 1221697 1176911 62747 62747 0 1359521 RIGHT-OF-USE ASSET 8922017 8922017 OPERATING LEASE LIABILITY 9083552 9083552 X 15857966 0 15857966 0 15857966 14219647 0 14219647 0 14219647 PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ACADEMY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ACADEMY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS AVAILABLE ON THE SCHOOL'S WEBSITE AS WELL AS WITHIN THE SCHOOL'S CHARTER PETITION. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS A TUITION-FREE PUBLIC CHARTER SCHOOL; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES GOVERNMENTAL FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION. GALA 494890 320613 174277 23058 151219 5 262024 233847 28177 28177 756914 554460 202454 23058 179396 202454 0 1 EDUCATIONAL SCHOLARSHIPS 8 19000 PART I, LINE 2: FOR HIGHER EDUCATION SCHOLARSHIPS THE ORGANIZATION GIVES THE MONEY IN TWO INSTALLMENTS. UPON RECEIPT OF THE CLASS SCHEDULE FOR THE FALL SEMESTER, HALF OF THE SCHOLARSHIP IS DISTRIBUTED. UPON RECEIPT OF THE CLASS SCHEDULE FOR THE SPRING SEMESTER, THE REMAINING PORTION OF THE SCHOLARSHIP IS DISTRIBUTED. THE REVIEW OF THE CLASS SCHEDULE AND PERFORMANCE OF THE STUDENTS IS MANAGED BY THE ALIMNI DIRECTOR. X X X 0 0 0 0 0 0 0 0 0 CHRIS SIMONSEN CEO 0 297726 0 50000 0 0 0 2000 0 9926 0 359652 0 0 JOHN LUKER COO & CFO 0 249876 0 30000 0 0 0 2000 0 9814 0 291690 0 0 ANTHONY SABA EXECUTIVE DIRECTOR 211240 0 20000 0 0 0 44201 0 645 0 276086 0 0 0 LEE FLEMING HEAD OF SCHOOL 150300 0 15000 0 0 0 31572 0 9712 0 206584 0 0 0 ALEXANDRA LOPEZ MARTINEZ ASSISTANT HEAD OF SCHOOL 135863 0 0 0 0 0 25949 0 1788 0 163600 0 0 0 KIMBERLY DAWSON CUMMINGS ASSISTANT HEAD OF SCHOOL 123619 0 0 0 0 0 25949 0 8379 0 157947 0 0 0 PART I, LINE 3 THE RELATED ORGANIZATION, ORANGEWOOD FOUNDATION, USES THE METHODS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. JOE LOZOWSKI - OWNER OF TANGRAM INTERIORS BOARD MEMBER OF PARENT ORGANIZATION - ORANGEWOOD FOUNDATION 4194 FURNITURE PURCHASE 0 BOB ISTWAN - CO-INVESTOR IN SAMUELI PPA LLC BOARD MEMBER OF PARENT ORGANIZATION - ORANGEWOOD FOUNDATION 784000 SOLAR PURCHASE AGREEMENT 0 X 59027 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. IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSION AND VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT CONSULTANT IS HIRED TO PERFORM A MARKET REVIEW OF THE SALARIES OF THE CFO AND CEO. THE RESULTS OF THIS REVIEW ARE PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD, WHICH APPROVES THE SALARIES AND ANY ADJUSTMENTS. 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 FOUNDATION 1575 E 17TH ST SANTA ANA CA 92705 953616628 CHILDREN'S FOUNDATION CA 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 ORANGEWOOD FOUNDATION K 1448208 CASH ORANGEWOOD FOUNDATION O 979726 CASH