Orangewood Foundation EIN 95-3616628

Orangewood Foundation

EIN  95-3616628 Public charity (501(c)(3)) Santa Ana, CA Founded 1980
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 8/9/26 · see original filing: IRS
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Size
$10–100M
What they do
Empowers current and former foster youth to become self-sufficient adults through life skills training, employment readiness programs, and family stability support.
Leadership
Chris Simonsen · CEO · $406K
Money in and out
$24.9M revenue, $20.9M expenses
Bottom line
74% program efficiency

Empowers current and former foster youth to become self-sufficient adults through life skills training, employment readiness programs, and family stability support. For fiscal year 2025 it reported $24.9M in revenue, $20.9M in expenses, and $94.4M in net assets.Pt I

Where the money goes · FY2025
Total revenue
$24.9M
Pt VIII · Ln 12
Total expenses
$20.9M
Pt IX · Ln 25
Net assets
$94.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $3.9M
Where spending went · Part IX cols B–D
Program services $0.74 Management & general $0.21 Fundraising $0.05
Program efficiency
74%
of spending reaches programs▼ -2% vs prior filing year
Operating runway
22.5mo
months of highly liquid reserves at operating expense rate▲ +10% vs prior filing year
Surplus margin
+16%
revenue over expenses, this year▲ +11% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$24.9M
FY2025▲ +19%
Expenses
$20.9M
FY2025▲ +17%
Total assets
$105.4M
FY2025▲ +7%
Total liabilities
$11.0M
FY2025▲ +12%
Total revenue
$24.9M
Pt VIII · Ln 12
Total expenses
$20.9M
Pt IX · Ln 25
Net assets
$94.4M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$3.9M
Total assetsPt X · Ln 16$105.4M
Program-expense ratioPt IX · col B74%
Voting members of governing bodyPt I · Ln 340
Independent voting membersPt I · Ln 438
Mission & Programs · Part III

Where the work happens

3 program services account for $11.9M of program spending, described in the organization's own filed words · FY2024.
01

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.

$4.2Mprogram expense
02

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.

$4.1Mprogram expense
03

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.

$3.7Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COrangewood Foundation
EINHdr · item D95-3616628
Principal addressHdr · item CSanta Ana, CA
WebsiteHdr · item Jorangewoodfoundation.org
Year of formationHdr · item L1980
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFCrime & Legal (I72J)
Ruling yearIRS BMFMay 1981

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a40
Independent voting membersPt VI · Ln 1b38
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$405,960Pt VII · Sec A
COO & CFO
$310,983Pt VII · Sec A
Chief Development Officer
$213,730Pt VII · Sec A
Chief People & Culture Officer
$197,741Pt VII · Sec A
Chief Program Officer
$195,546Pt VII · Sec A
Chief Technology Officer
$189,323Pt VII · Sec A
Chief Compliance Officer
$167,275Pt VII · Sec A
Program Director-Foster Youth
$141,958Pt VII · Sec A

Chris Simonsen’s $406K as CEO is at the 87th percentile of top reported officer pay among 247 $10–100M crime & legal nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Chris Simonsen$405,960$366,393$347,726$342,248$336,269$334,606
John Luker$310,983$294,898$279,876$262,817$256,477$254,574
Shauntina Sorrells$217,538$216,694$184,817$158,195
Kendra Puryear$213,730$183,326$167,179$163,590$155,462
Joy Corpora$197,741$191,651$174,200$139,300
Tiffany Mitchell$195,546
Rick Wiepking$189,323$180,529$107,950
Pam Shambra$167,528$159,486$156,713

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$21.0M · 84%
Program service revenue$2.8M · 11%
Investment income$1.1M · 4%
Contributions & grants84%$21.0M
Program service revenue11%$2.8M
Investment income4%$1.1M
Other revenue$5K
— government grantsLn 1e$7.1M
Total revenueLn 12$24.9M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.74 Management & general $0.21 Fundraising $0.05
Program services74%$15.5M
Management & general21%$4.4M
Fundraising5%$1.1M
Total functional expensesLn 25$20.9M

Balance Sheet

Part X · end of year
CashLn 1$4.1M
Total assetsLn 16$105.4M
Total liabilitiesLn 26$11.0M
Total net assetsLn 32$94.4M
Months of cash on handcomputed2.3

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $38.3M · Operating expenses (Pt IX) $20.9M · Less non-cash grants $531K · Cash operating expenses/yr $20.4M
22.5 months
Where the money goes
Program services
Program services $15.5M · Total expenses $20.9M
74%
Management & General
Management & general $4.4M · Total expenses $20.9M
21%
Fundraising
Fundraising $1.1M · Total expenses $20.9M
5%
Cost to raise $1
Fundraising expense (3-yr avg) $1.1M · Solicited contributions (3-yr avg) $11.2M
$0.10 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $21.0M · Total revenue $24.9M
84%
Government reliance
Government grants $7.1M · Total revenue $24.9M
28%
Earned-income share
Program service revenue $2.8M · Total revenue $24.9M
11%
Investment reliance
Investment income $1.1M · Total revenue $24.9M
+4%
Program self-sufficiency
Program service revenue $2.8M · Total expenses $20.9M
13%
Growth & trend
Revenue growth (YoY)
This year $24.9M · Prior year $20.8M
+19%
Revenue CAGR
FY2019 $22.0M · FY2024 $24.9M
+2%
Net-asset trend (YoY)
End of year $94.4M · Beginning of year $88.3M
+7%
Balance sheet
Surplus Margin
Revenue $24.9M · Expenses $20.9M
+16%
Liabilities-to-Assets
Total liabilities $11.0M · Total assets $105.4M
10%
Net-asset ratio
Net assets $94.4M · Total assets $105.4M
90%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $34.2M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $105.4M
32%
People & payroll
Highest Reported Total Compensation
Individual Chris Simonsen · Reported title CEO · Highest reported compensation $406K · Total expenses $20.9M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $10.8M · Total expenses $20.9M
52%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 74%
Overhead ratio 21%
Fundraising cost ratio 5%
Revenue growth 19%
Accounting fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 76 funders →
Grants paid · 15 grants · $5.0M · 2019–2024
Unitemized GrantFY2024$959,226
Covenant House California INCCA · FY2024$143,186
Unitemized GrantFY2023$923,657
Covenant House California INCCA · FY2023$100,011
Unitemized GrantFY2022$930,550
Covenant House California INCCA · FY2022$110,473
Unitemized GrantFY2021$647,086
Orange Countys United WayCA · FY2021$25,125
Cal State FullertonFY2021$20,295
Unitemized GrantFY2020$108,000
Unitemized GrantFY2020$82,062
Unitemized GrantFY2019$464,691
Unitemized GrantFY2019$356,140
Unitemized GrantFY2019$134,500
Unitemized GrantFY2019$26,250

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$24.9M revenue · viewing · ⤓ 990 PDF
FY2024$20.8M revenue · ⤓ 990 PDF
FY2023$16.1M revenue · ⤓ 990 PDF
FY2022$24.5M revenue · ⤓ 990 PDF
FY2021$12.9M revenue · ⤓ 990 PDF
FY2020$22.0M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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