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Segerstrom Center for the Arts

 600 Town Center Drive
 Costa Mesa, CA 92626
[P] (714) 556-2122 x 4432
[F] (714) 755-2712
http://www.SCFTA.org
[email protected]
Brian Tom
FOUNDED: 1986
INCORPORATED: 1986
 Printable 1 Page Summary
 Printable Profile
Organization DBA Segerstrom Center for the Arts
Former Names Orange County Performing Arts Center (2011)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 23-7287150 00000

Summary


Mission StatementMORE »

Segerstrom Center for the Arts believes in the power of performing arts to transform lives and that the shared experience and exploration of the arts will help unite Orange County, creating a more culturally connected and vital community.  We will help shape the Orange County of the future through meaningful collaborations with diverse communities, embracing creativity in all its forms and enabling a more inclusive, vibrant performing arts scene at The Center and across the region.

We will maintain the excellence of our core artistic and educational programs while demonstrating the entrepreneurial resolve to extend resources, know-how and creativity out into these communities we engage. The Center will be transformed into a cultural center and dynamic town square deeply engrained in the fabric of our community, artistically ambitious, yet accessible to all, one that shines as the very model of the successful performing arts center of the future. We will show that together we thrive when we make the arts matter.

Mission Statement

Segerstrom Center for the Arts believes in the power of performing arts to transform lives and that the shared experience and exploration of the arts will help unite Orange County, creating a more culturally connected and vital community.  We will help shape the Orange County of the future through meaningful collaborations with diverse communities, embracing creativity in all its forms and enabling a more inclusive, vibrant performing arts scene at The Center and across the region.

We will maintain the excellence of our core artistic and educational programs while demonstrating the entrepreneurial resolve to extend resources, know-how and creativity out into these communities we engage. The Center will be transformed into a cultural center and dynamic town square deeply engrained in the fabric of our community, artistically ambitious, yet accessible to all, one that shines as the very model of the successful performing arts center of the future. We will show that together we thrive when we make the arts matter.

FinancialsMORE »

Fiscal Year 2020
Projected Expenses $58,759,804.00
Projected Revenue $58,759,804.00

ProgramsMORE »

  • School of Dance and Music for Children with Disabilities
  • On Stage at the Center
  • Arts Avenues to Learning
  • Disney Musicals in Schools
  • Arts Teach/Arts Connect

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

Segerstrom Center for the Arts believes in the power of performing arts to transform lives and that the shared experience and exploration of the arts will help unite Orange County, creating a more culturally connected and vital community.  We will help shape the Orange County of the future through meaningful collaborations with diverse communities, embracing creativity in all its forms and enabling a more inclusive, vibrant performing arts scene at The Center and across the region.

We will maintain the excellence of our core artistic and educational programs while demonstrating the entrepreneurial resolve to extend resources, know-how and creativity out into these communities we engage. The Center will be transformed into a cultural center and dynamic town square deeply engrained in the fabric of our community, artistically ambitious, yet accessible to all, one that shines as the very model of the successful performing arts center of the future. We will show that together we thrive when we make the arts matter.

Background Statement

Since its opening in 1986, Segerstrom Center for the Arts has established itself as one of the nation’s leading presenters of the highest quality of dance, musical theater, jazz, cabaret, classical music, and family programming. In addition to topnotch performances in its halls, the Center presents over 30 weekends a year of free programming on its outdoor Julianne and George Argyros Plaza, ranging from dance lessons to cultural festivals to jazz nights and more, appealing to a growing and diverse audience.

The Center is constantly working to strengthen its position as a primary cultural and civic resource to the region. Over the last two years, the Center’s physical campus has undergone significant changes with the renovation of the Argyros Plaza. Voted “Best New Community Gathering Space” by Orange Coast Magazine, the Plaza attracted over 40,000 people to its events in its first year, 25% of whom were first-time visitors to the Center. The Center for Dance and Innovation, which houses the American Ballet Theatre William J. Gillespie School, expanded in February 2017 to include the School of Dance and Music for Children with Disabilities. To date, nearly 750 students ages 4-2 have been served across 4 Southern California counties. The Center has experienced a great deal of success onstage, as well, with exciting productions such as the world premiere of Isadora starring ballet superstar Natalia Osipova and a sold-out run of the Broadway blockbuster, Dear Evan Hansen. Complemented by innovative education programs, the Center seeks to stand as a national model for an artistically ambitious, financially sustainable performing arts center.

By far the largest provider of arts education on the West Coast, Segerstrom Center ranks among the top five providers in the nation.  Over its 32-year history, the Center's education programs have benefited more than 7 million students, teachers, and families throughout Southern California and enrich approximately 350,000 individuals annually.


Impact Statement

Accomplishments:

  1. In August 2019, the Center will have successfully completed its 33rd season as a nationally-renowned institution for the highest quality dance, musical theater, jazz, cabaret, concert and family programming. Our 2018-2019 season included the Broadway blockbuster Dear Evan Hansen, the world premiere of Isadora starring ballet superstar Natalia Osipova, and solo performers by powerhouses such as Bernadette Peters and John Legend.
  2. Over the 2018-2019 season, the Center reached over 600,000 families through our performances and provided enriching education and community engagement programs to nearly 430,000 students in more than 45 Orange County school districts.
  3. The Center’s School of Dance and Music for Children with Disabilities completed its second year and served nearly 750 students ages 4-22 across 4 Southern California counties.

Goals:

  1. We have transformed the Julianne and George Argyros Plaza into a dynamic town square with programs and amenities fully accessible and attractive to all residents of Orange County, with performances that reflect the Center's commitment to inclusiveness. We will continue to broaden our community's vision of the Segerstrom Center, even as the Center continually expands the horizons of inclusive arts programming.
  2. Continue to expand the Center Without Boundaries programs created in partnership with local non-arts organizations that serve our community. These collaborations have facilitated deeply meaningful programs to address the needs of an evolving Orange County.
  3. Continue to expand on our Center for Dance and Innovation, featuring the ABT Gillespie School of Dance need-based scholarships for community members, social media/IT-based community engagement initiatives, and other initiatives that connect the Center in creative new ways to Orange County's diverse communities and constituencies.

Needs Statement

In recent years, arts programs in all curriculum areas have suffered greatly from budget cuts in California public schools. California state law mandates that the arts be included in school curriculum for all students grades 1-6 and offered to all students grades 7-12. Unfortunately, many schools do not meet these due to lack of enforcement or inclusion on standardized tests.

Youth who participate in the arts are more likely to excel academically, professionally, and socially than their peers. Americans for the Arts finds students involved in the arts are four times more likely to participate in a math and science fair and be recognized for academic achievement. In addition, these students are 18% less likely to drop out of high school and more than twice as likely to graduate college as their peers.

Arts education helps students with disabilities and English language learners participate and grow.  Of the 250,000 people with disabilities in Orange County, over 53,000 are children, and the 2010 Census reports nearly 44% of Orange County residents do not speak English at home.  The Center makes the arts accessible to California students through its education and community programs.  Contributions to the Center help make the arts accessible to everyone.

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

By Phone: Call Friends Membership Services at (714) 556-2122 x4433; By Mail: Please send checks made payable to "the Center" to: Segerstrom Center for the Arts - Development Department - 600 Town Center Drive - Costa Mesa, CA 92626; Corporate Matching Gifts: If your company has a matching gift program, complete a matching gift form available through your company's HR department with the following information and send it to the Center at the address above. Segerstrom Center for the Arts - Tax ID: 23-7287150 - Assistant Manager, Annual Giving - (714) 556-2122 x4317 - [email protected]; Planned Giving: Please contact Louanne Champagne-Brazil at (714)556-2122 x4275 or [email protected] for more information. Stock and Electronic Transfer: Segerstrom Center greatly appreciates gifts of stocks and other securities. For transfer instructions please contact Leah Walton by phone at (714) 556-2122 x4259 or by email at [email protected]; Volunteering Opportunities: Please follow the link below for more information about the Center's volunteer opportunities: https://scfta.org/Get-Involved/Volunteer/Volunteer.aspx.

Geographic Area Served

Central Orange County
West Orange County
South Orange County
North Orange County
The Center's Education programs serves 45 Orange County school districts and 5 Southern California counties.

Organization Categories

  1. Arts,Culture & Humanities - Performing Arts Centers
  2. Arts,Culture & Humanities - Arts & Culture
  3. Education - Elementary & Secondary Schools

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Programs


School of Dance and Music for Children with Disabilities

Launched in February 2017, the School of Dance and Music for Children with Disabilities enables all children – both with physical and cognitive disabilities and without– to enjoy creative expression while developing key skills and provides parents with a vital support network. It is the only all-inclusive arts program of its kind in Southern California. Through off-site partnerships with United Cerebral Palsy of Orange County, CHOC, Easterseals OC, and many more, the Center brings classes directly to the community, in addition to those held on the Center’s campus. To date, nearly 750 students have been served across 4 Southern California counties.
Budget  $530,928.00
Category  Mental Health, Substance Abuse Programs, General/other Crisis Intervention Programs
Population Served Adolescents Only (13-19 years)
Program Short-Term Success 

The Center’s School presents a special opportunity for youth to experience creative expression while developing key skills and providing parents with a vital support network. Measurable outcomes for the program include an appreciation of dance and music, new found self-confidence and self-esteem, balance and coordination, relationships with others and socialization, and focus. Since the opening of the school, nearly 750 students have been served.

Program Long-Term Success 

The Center’s School of Dance and Music for Children with Disabilities’ long-term success include positive changes in a child's physical abilities or behavior and will be observed as a result of participating in the school over the course of one semester. The School includes the hope that 80 percent or more of parents and caregivers will note a positive change in their child in post-series surveys. Additional plans for long-term success include adding a minimum of three new community locations and continuing to partner with organizations in the community.

Program Success Monitored By  The School of Dance and Music for Children with Disabilities receives feedback from the students and their parents and caregivers through post-series surveys. We also measure the number of children who are re-enrolled in the program semester after semester.
Examples of Program Success 

The impact of this program is clear as evidenced in the following comments:

"Zen has been a non-verbal student who occasionally makes sound during the music portion of class. However, halfway through this season, during our introduction phase, he said his name out loud...I shared with his grandmother that he was very assertive overall in class that day, and he said his name for the first time during introductions. She looked confused...and then her eyes were a bit teary. 'We were told he would never talk,' she explained...She credits this program with other advancements he has made such as marking, hopping, etc. as they are movements he had not shown before." - Ashley Jones, Dance Teacher
 
"Segerstrom is a rare gem - GENUINELY standing behind their promise to kids with 'disabilities'. I am so grateful to his in-class [occupational therapist] Miss Kathryn who never flinched, asked me questions, gave me feedback, determined to find a way to support Alex while allowing him the dignity of being who he is. People like this don't come along often. They are angels. And I don't forget them. They are how we keep trying. Again. And again. And again." - Robin, Parent 

 


On Stage at the Center

Each year, On Stage at the Center buses in approximately 9,000 students and teachers from around Orange County to the Center for thrilling and memorable performances, often marking a child’s first experience with live performing arts. These fun and captivating presentations are created especially for young audiences and their parents and teachers, in the hopes that they will serve as a starting point for a life-long appreciation of the arts. Customized instructional materials, designed by Center staff to meet state educational standards, are provided to classes prior to each performance to maximize the educational experience.

Budget  $184,775.00
Category  Arts, Culture & Humanities, General/Other Performing Arts
Population Served Children Only (5 - 14 years) Children and Youth (0 - 19 years) Adults
Program Short-Term Success 

The 2018-2019 season featured 27 performances by 6 acclaimed companies. All shows were held on weekday mornings in our 350-seat Samueli Theater, an intimate setting where every student has that “up close and personal” experience. Customized instructional materials, designed by Center staff to meet California state standards, are provided to classes in the weeks prior to each performance to maximize the educational value of the experience. On Stage at the Center is designed to help Orange County schools integrate the “Arts In Education” experience into their core curricula, enhancing student creativity, inspiring imaginations, and improving academic performance). Evaluation data for On Stage at the Center is collected through a wide variety of methods, including written reflections from the students. We anticipate that the 2019-2020 season will impact over 9,000 students and teachers with the engagements tailored to ages ranging from elementary school to middle school.

Program Long-Term Success 

Having worked with hundreds of schools over many years, the Center's Education Department has received a wealth of oral and written feedback on its programs and works to incorporate this information and improve its offerings. The Center also works closely with local school districts and the Orange County Department of Education to integrate its programs into the curricula of schools and to maximize program benefits for students. Center performances and accompanying study guides are designed to coincide with the California State Framework for the Visual and Performing Arts to maximize their usefulness for educators and impact on students.

Program Success Monitored By  The effectiveness of the Center’s programs is measured primarily through program growth (quantitative measures including attendance reports) and participant and teacher assessment (qualitative measures). Evaluation data for On Stage at the Center is collected through a wide variety of methods, including written reflections from the students. We anticipate that the 2019-2020 season will impact over 9,000 students and teachers with the engagements tailored to ages ranging from elementary school to middle school. 100% of teachers surveyed believe On Stage helps create an appreciation for the arts and 98% of teachers would recommend On Stage to others.
Examples of Program Success  During the 2017-2018 Season, On Stage at the Center encompassed 27 performances, serving 6,807 students and 876 adults. After attending a performance one teacher from Eisenhower Elementary shared, “The experience of going to the theater would never happen for many of our students if it wasn’t for this program. They are in awe of being so close to live performers.” Additionally, a teacher from Jefferson Elementary said, “[The performance] made me realize how important it is to still include teaching the arts beside just academic areas. It gives students an opportunity to unlock this area of studies and some can pursue further learning in this area. It is unfortunate there is not enough funding or resources available to make this a part of the students’ daily enrichment.”

Arts Avenues to Learning

Arts: Avenues to Learning, a collaboration between the Center and California State University, Fullerton (CSUF), helps over 300 aspiring teachers per year grasp the academic and emotional benefits of the arts in education and gives them clear and applicable methods to use in their future classrooms. Training sessions focus on all core subject areas with the goal of providing deeper meaning and improving learning and teaching capacities by using the arts as a catalyst. Held on the Center’s campus and at school sites around the county, the program begins in the fall and continues into the school’s spring semester for a total of six full-day sessions.

Budget  $72,910.00
Category  Arts, Culture & Humanities, General/Other Theater Arts Instruction
Population Served Adults Children and Youth (0 - 19 years)
Program Short-Term Success 

1. Facilitate shared experiences and follow-up discussions between elementary education generalists and visual arts specialists to help each group gain better understanding of each other’s perspectives.

2. Gain practical collaboration skills and encourage advocating for collaborative opportunities between specialists and generalists in future school environments where they can create more cohesive learning experiences for their shared student populations across the curriculum.

Program Long-Term Success 

 

The Center’s primary goals for its Arts: Avenues for Learning program are improved confidence and expertise in integrating the arts into personal teaching styles; established connections between the arts and other subjects across the curriculum; and the increased likelihood that teacher candidates will offer arts experiences to their future students throughout their teaching careers. Ultimately, this will manifest in students:

1. Demonstrating positive impacts on attendance, increased engagement, relationships with their teachers, and academic performance.

2. Demonstrating creative thinking abilities, bolster cognitive development, and collaboration skills.

3. Developing an increased understanding of and appreciation for the arts.

Additionally, the Center aims to improve the program by increasing data collection in an effort to measure the effectiveness of the workshops in shifting beliefs and increasing creative experiences in the future classrooms of the participants.

Program Success Monitored By 

Upon completion of the Arts: Avenues to Learning program, the Center receives strong interest from CSUF administrators and students through surveys and direct feedback. This allows the Center to have a comprehensive understanding of the program’s direct impact on inspiring teachers and students and integration of the arts into teaching styles. The surveys detail the following:

· Students develop confidence, competency and leadership skills enabling them to use dance, theater, and other art forms in their lesson plans.

· Cooperating mentor teachers are energized by the process and are eager to make the arts a higher priority in their lesson plans.

Examples of Program Success 

The Center receives positive feedback from CSUF administrators and students through surveys and direct conversations. As students develop confidence and competency, they become ready to lead a classroom of children using dance, theater, and have reported that they have used every single art form they have seen demonstrated in the workshops. The cooperating mentor teachers are energized by the process and are eager to make the arts a higher priority in their lesson plans. 

 
The program participants had the following thoughts to share:

· “I learned that the arts are such an integral part of the curriculum that should not be left out.”

· “The arts make learning a lot more interactive and students can share their individual talents and personalities.”

· “I want my students to enjoy art rather than feel like they aren’t talented enough. I learned to let my students reflect on their own work and to praise themselves rather than offer them my own praise.”


Disney Musicals in Schools

The Center’s Disney Musicals in Schools program provides 4 underserved Title I elementary schools per year lacking access to the arts with a 17-week, free-of-charge musical theater residency that develops sustainable theater programs. The program provides students the opportunity to express themselves creatively in a safe environment and integrates the arts into core curriculum at the elementary school level. Public performances are held at all participating school sites. At the end of its 5th year, over 2,400 students and 120 teachers have been transformed by musical theater experiences in 20 school sites across Orange County.

Budget  $70,500.00
Category  Arts, Culture & Humanities, General/Other Children's Theater Programs
Population Served Children Only (5 - 14 years)
Program Short-Term Success 

The Center’s DMIS program presents a special opportunity for underserved public elementary schools to bring the magic of student performance to their communities. By putting on a show, young people explore their own creativity, build strong relationships with peers and teachers, practice speaking and reading in an engaging format, gain confidence, and so much more. Musical theater combines all the arts into one engaging project that helps kids shine – on and off the stage.

The DMIS program helps keep the arts in schools and uses the unique world of musical theater to build positive relationships between students, faculty, staff, parents, and the community. Participating schools have reported an increase in student self-confidence, positive attitudes toward learning, problem solving skills, perseverance, responsible risk taking, team work, social skills, presentation skills, and many more areas that will help students be successful in other areas of their lives.

Program Long-Term Success 

Segerstrom Center for the Arts believes that exposure to the arts is invaluable in the development of a child. A wide body of research demonstrates that people who participate in the arts are more likely to excel scholastically, in social environments, and professionally than their peers who have not been exposed to the arts. Due to tough neighborhood environments, lack of role models and challenged school systems, at-risk youth are most in need of arts-integrated training. However, teachers have a lack of adequate resources to effectively identify and use the tools for arts integration. Understanding this, the goals of DMIS are to create sustainable musical theater programs in public elementary schools; provide school faculty with the training and tools necessary to support student performance and production, and to empower them to do so; and to develop a critical awareness and appreciation of the arts within schools. The Center is proud to report that eight schools have successfully completed this three-year program.  They are now producing shows entirely through their own efforts.

Program Success Monitored By 

Entering its sixth year, the goal of the program is to train and empower teachers to continue the program on their own in subsequent years. Thus, the DMIS program helps keep the arts in schools and uses the unique world of musical theater to build positive relationships between students, faculty, staff, parents and the community. Students work in teams to develop self-confidence, strengthen communication and collaboration skills while learning and enjoying the process of creating a Disney musical theater production. The DMIS program also enables the Center to choose elementary schools that demonstrate need and readiness. For schools that successfully complete the DMIS program, Segerstrom Center offers a full day of professional development led by Center teaching artists and staff in the following year for school team members. Continued support will be provided as needed as well as periodic check-ins with school team members throughout the rehearsal and production schedule.

Examples of Program Success 

Following last year’s Student Share Celebration, a teacher spoke about how the program helped break down barriers, “The children really exceeded all of our expectations and showed us the many talents hidden in our diverse population. It has been a joyful, thrilling experience to see these children shine.” Another detailed the power of the program to bring the community together stating: “Parents came to realize the necessity of commitment and the power of practice in order to produce something of quality and meaning. Parents also realized how important their involvement is in the lives of the students, the school, and the community.”

For Sophia, a participant in this past year’s program, the experience was life-changing. “This experience taught me how to be responsible and precise and showed me how wonderful it is to be a part of something,” she said. “I was full of joy during every performance. Next year, I will move on to middle school and hope to encounter something as great as this.”

Arts Teach/Arts Connect

 

Through the Center’s Arts Teach and Arts Connect programs, teaching artists representing music, theater, dance, and visual arts from a wide variety of cultures bring hands-on learning activities directly to students, teachers, and community members, incorporating the arts into core subjects. These artists bring the arts to schools and community organizations throughout Southern California, including Children’s Hospital Orange County, Radiant Health Centers, and Camp Pendleton. Arts Teach and Arts Connect reach approximately 230,000 students, teachers, and adults in nearly 250 schools and partner organizations across 5 Southern California counties.

 

Budget  $420,225.00
Category  Arts, Culture & Humanities, General/Other General Arts Education
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success 

The Arts Connect and Arts Teach programs have been given high marks by education and community partners alike, who have reported better test scores, improved problem-solving, and focus in the classroom. Teachers also report improved confidence and expertise in integrating the arts into personal teaching styles and established connections between the arts and other subjects across the curriculum.

Program Long-Term Success 

A wide body of research demonstrates that young people who participate in the arts are more likely to excel academically, professionally, and socially than their peers who have not been exposed to the arts. Americans for the Arts has found that students involved in the arts are four times more likely to participate in a math and science fair and to be recognized for academic achievement. In addition, students who are highly engaged int he arts are 18% less likely to drop out of high school and are more than twice as likely to graduate college as their peers with no arts engagement.

High levels of arts education positively impact student attendance, teacher motivation, and academic performance, providing avenues for otherwise struggling students to achieve success. For students with disabilities and those for whom English is a second language, arts education offers a connection that helps them participate and grow. 
Program Success Monitored By 

Segerstrom Center for the Arts relies heavily on qualitative data gathered from the program participants themselves to improve and further enrich Arts Teach and Arts Connect. These programs demonstrate the positive impact the arts have on education, including academic achievement, social development, and motivation for learning. Moreover, they serve the education community as a resource in the field of the arts. In conjunction with participant surveys, Segerstrom Center staff members solicit feedback from CHOC administrators to provide further insight into improving the program. The Center also collects quantitative data, recording the number of participants over the course of the year.

Examples of Program Success 

The impact of Arts Teach and Arts Connect is clear as evidenced in the following participant comments:

"I love working with all the different artists from Segerstrom Center for the Arts...They are so friendly and continually exceed our expectations - they amaze the staff, patients, and families each time they are here. The artists have a way of working with our children - so calm and understanding of different patient needs and they help our patients work through their fears and isolation. I don't know what we would do without them!!...Our patients and families have greatly benefited from working with those professional artists!" - Amber Chavez, CHOC Special Programs Coordinator

 "The residency was wonderful; students learned the vocabulary of music and I see a budding interest and appreciation for musical theatre...My two shy, quiet English Language Learners felt confident and comfortable enough to perform and even lead the group." - Teacher, Palm Avenue Elementary School

Management


CEO/Executive Director Ms. Judy Morr
CEO Term Start --
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Mr. Aaron Egigian Senior Director, Music Programming --
Mr. Brian Finck Interim Co-President --
Mr. Jason Holland Vice President, Community Engagement --
Mr. Terry Jones Interim Vice President, Development --
Ms. Talena Mara Vice President, Education --
Ms. Judy Morr Interim Co-President --
Mr. Jim Timm Vice President, Marketing --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

Staff Information

Number of Full Time Staff 119
Number of Part Time Staff 576
Number of Volunteers 388
Number of Contract Staff 0
Staff Retention Rate % 68%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: 695
Other (if specified): --
Gender Female: --
Male: --
Not Specified 695

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? --
Years Strategic Plan Considers --
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy --
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses

--

CEO Comments

--

Foundation Comments

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Governance


Board Chair Mr. Mark Perry
Board Chair Company Affiliation Bank of America Merrill Lynch
Board Chair Term Jan 2018 - June 2022
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Mr. Wylie Aitken Aitken Aitken Cohn Voting
Mr. Anthony Allen Tava Development Co. Voting
Mrs. Julia Argyros -- Voting
Mr. Doug Baker -- Voting
Mrs. Marta Bhathal -- Voting
Mr. David Blackford -- Voting
Mrs. Deborah Bridges -- Voting
Mr. Dan Callahan -- --
Mr. Mark Chan Wincome Group Voting
Mrs. Sally Crockett -- Voting
Mr. James Driscoll PAAMCO Voting
Mr. Michael Feldman Union Bank Voting
Mr. Moti Ferder Lugano Diamonds & Jewelry, Inc. Voting
Mr. Stephen Fry Fry Steel Company Voting
Mrs. Jane Fujishige Yada Hiroshi Fujishige Survivor's Trust Voting
Mr. John Garrett Garrett, Stiepel, Ryder LLP Voting
Mr. John Ginger -- --
Ms. Jackie Glass Kling Family Foundation Voting
Mrs. Carole Haes Landon -- --
Ms. Wendy Hales -- --
Mr. Joseph Hensley U.S. Bank Voting
Mr. Lawrence M. Higby -- Exofficio
Mrs. Betty Huang -- Voting
Mr. Roger T. Kirwan Woodside Credit Voting
Mrs. Shanaz Langson Investment Building Group Voting
Mr. William Meehan Rutan & Tucker Voting
Mrs. Britt Meyer -- --
Mr. Ethan F. Morgan JPMorgan Chase Voting
Mr. Rick Muth ORCO Block Company Voting
Mr. Mark Perry Bank of America Voting
Mr. John Phelan -- --
Mrs. Patricia Poss -- Voting
Mr. Chris Rommel Wells Fargo Foundation Voting
Mrs. Elizabeth Segerstrom -- --
Mrs. Sandy Segerstrom Daniels C.J. Segerstrom & Sons Voting
Mrs. Connie Spenuzza -- Voting
Mr. Timothy Strader Starpointe Ventures Voting
Mr. David Troob -- Voting
Mr. Gaddi Vasquez Edison International Voting
Mr. William Wang VIZIO Voting
Mrs. Jaynine Warner -- Voting
Mrs. Carol Wilken -- Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 9
Caucasian: 86
Hispanic/Latino: 5
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 42
Male: 58
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 50%
Written Board Selection Criteria --
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 79%
Percentage of In-Kind Contributions 0%
Board Orientation Yes

CEO Comments

--

Foundation Comments

--

Standing Committees

  • Audit
  • Board Development / Board Orientation
  • Building
  • Capital Campaign
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Executive
  • Finance
  • Investment
  • Strategic Planning / Strategic Direction

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $67,584,587 $70,054,172 $83,971,097
Total Expenses $69,295,404 $74,765,524 $60,649,777

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$12,398,792 $9,591,722 $34,576,825
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- $0
Individual Contributions -- -- --
Indirect Public Support -- -- $0
Earned Revenue $44,777,275 $52,541,660 $37,870,933
Investment Income, Net of Losses $8,593,897 $6,323,600 $5,814,748
Membership Dues -- -- $0
Special Events $1,595,659 $1,416,109 $1,325,469
Revenue In-Kind $218,964 $179,830 $2,457,548
Other -- $1,251 $17,230

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $57,770,207 $63,851,225 $50,043,617
Administration Expense $7,203,114 $6,798,984 $6,721,571
Fundraising Expense $4,322,083 $4,115,315 $3,884,589
Payments to Affiliates -- -- $0
Total Revenue/Total Expenses 0.98 0.94 1.38
Program Expense/Total Expenses 83% 85% 83%
Fundraising Expense/Contributed Revenue 31% 37% 11%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $457,865,321 $452,496,937 $471,297,055
Current Assets $46,734,362 $35,284,685 $39,169,042
Long-Term Liabilities $43,957 $48,699 $118,458
Current Liabilities $204,964,778 $206,983,665 $212,296,116
Total Net Assets $252,856,586 $245,464,573 $258,882,481

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 0.23 0.17 0.18

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $64,244,791.00
Spending Policy Percentage
Percentage(If selected) 5%
Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose --
Campaign Goal $70,600,000.00
Capital Campaign Dates 1999 - 2020
Capital Campaign Raised-to-Date Amount $60,489,917.00
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

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Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


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