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Orangewood Foundation

 1575 E 17th Street
 Santa Ana, CA 92705
[P] (714) 619-0200
[F] --
[email protected]
Chris Simonsen
 Printable 1 Page Summary
 Printable Profile
Organization DBA Orangewood Foundation
Former Names Orangewood Children's Foundation (2015)
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 95-3616628 00000


Mission StatementMORE »

The mission of Orangewood Foundation is to prepare foster and community youth to reach their greatest potential. 

Mission Statement

The mission of Orangewood Foundation is to prepare foster and community youth to reach their greatest potential. 

FinancialsMORE »

Fiscal Year 2018
Projected Expenses $14,893,982.00
Projected Revenue $34,296,305.00

ProgramsMORE »

  • Health & Wellness, Housing, LIfe Skills & Employment, Education
  • Samueli Academy

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.


Mission Statement

The mission of Orangewood Foundation is to prepare foster and community youth to reach their greatest potential. 

Background Statement

Orangewood Foundation was founded in 1981 by General William Lyon to build an emergency shelter for Orange County’s abused, neglected and abandoned children. Through a public/private partnership with the County of Orange, the result was Orangewood Children’s Home, which was dedicated in 1985, deeded to the County and continues to provide a refuge for our community’s most vulnerable children.

The Foundation then turned its attention to serving the ongoing needs of these children with programs designed to assist current and former foster children leaving the dependency system and break the generational cycle of abuse. The mission of Orangewood Foundation is to prepare foster and community youth to reach their greatest potential. This mission is met through our 9 programs, each meeting a specific need of Orange County’s foster children, teens, youth and at-risk families.

Recognizing that only 54% of foster youth in California graduate from High School, Orangewood has opened a college/career preparatory charter high school, Samueli Academy, to support the unique challenges that foster and educationally at-risk youth face in achieving a high school degree and pursuing higher education.

Impact Statement

Last fiscal year, Orangewood helped over 2,000 foster and community youth in Orange County. We provided college scholarships to almost 300 students. We helped 133 youth secure jobs. We provided transitional housing to 55 former foster youth, including 11 mothers and their 16 children. We provided basic needs and other assistance to 585 youth in the Orangewood Resource Center in a total of 5,040 visits.  

Needs Statement

Orangewood is always looking for more dedicated volunteers! Additionally, our Resource Center always needs donations of hygiene items and food. To learn more, please visit our website. 

CEO Statement


Board Chair Statement


Other Ways to Donate/Volunteer

Visit Orangewood's website at to see detailed information on volunteer opportunities as well as ways to support the children, youth and families served by Orangewood Foundation.

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County

Organization Categories

  1. Human Services - Children's and Youth Services
  2. Youth Development -
  3. -



Health & Wellness, Housing, LIfe Skills & Employment, Education

 ALL Orangewood programs work together to build a strong foundation for adulthood for Orange County's children, teens and youth who have been in the foster care system.  

Orangewood Resource Center (ORC) offers emotional support, a hot meal, clothing, groceries, phone and computer. About 50% of ORC youth are homeless.

Mentoring offers youth support and guidance. 
Scholarships send foster youth to college. Grants provide children and teens in foster care with the "extras".
Rising Tide Communities is a comprehensive housing program to help former foster youth gain the life skills needed for independent living. Housed at two apartment complexes and one home, Beverly's House, and the Lighthouse for victims of sex trafficking. 
Independent Living Program is 1-1 support and workshops teaching skills for life after age 18.
Full Service Partnership helps teens and young adults with intensive and individual support needed to achieve a stable, productive life.  
Budget  $7,135,418
Category  Youth Development, General/Other Youth Development, General/Other
Population Served At-Risk Populations
Program Short-Term Success  Every day Orangewood staff have positive influence on the youth we serve. All youth who have experienced abuse and grow up in the foster care system, face challenges - some youth are more resilient than others. We work individually and success is different for each...for one it may be securing a driver's license, another is learning how to use a computer, or a more resilient youth may be applying to a four year university. We celebrate each milestone forward and are ready to help those who take a few steps back.
Program Long-Term Success   2016 outcomes include:
  • Provided $696,000 in college scholarships to 260 students; 48 of our college students graduated! We also awarded $79,000 in Advanced Studies scholarships to 14 former foster youth pursuing advanced degrees; six completed their programs.

  • Assisted 23 youth toward achieving their high school diploma or G.E.D.

  • Served 506 unduplicated youth during 4,332 visits to the ORC. We provided 875 food boxes and 2,353 home cooked meals.

  • Provided transitional housing for 50 former foster youth, including 9 mothers and their 14 children. Orangewood also helped an additional 68 youth to find safe housing.

  • Held 12 education-related workshops on topics such as time management, study skills, vocational training options, and goal setting and prioritizing, and provided 897 hours of instruction to 155 youth.

  • Held 25 workshops in the areas of relationships and daily living, with 1,578 hours of instruction provided to 211 youth. Workshop topics included money management, health and nutrition, healthy relationships, and effective communication.

  • Held 14 employment-related workshops on topics such as writing a resume, writing a cover letter and job etiquette, and 909 hours of instruction to 141 youth.

  • Provided 73 Orangewood volunteer mentors who invested 2,193 hours.

  • Helped 55 youth find jobs, and 67 youth develop job-readiness skills.

  • Assisted 32 adolescent youth in the Orange County Collaborative Courts programs with intensive and individualized support

Program Success Monitored By  Orangewood Foundation has made a commitment to improving our outcome tracking and service delivery. We have been working with a consultant to standardize our intake and assessment of youth. We have enhanced our client database for the ability to track progress. We are excited and encouraged by our progress to monitor youth's successes and challenges.
Examples of Program Success  Orangewood Foundation is committed to every youth reaching their full potential. We stay current to the struggles facing young people and create programs and services to help improve their lives.

Samueli Academy

Samueli Academy was opened on August 22nd, 2013 to further meet our goal of helping foster and community youth graduate from high school and gain the skills necessary to enter the workforce.  By using project-based learning and incorporating a work-based learning program, we hope to better equip teens with the skills needed for adulthood. 

Budget  $6,500,000
Category  Education, General/Other Elementary & Secondary Education
Population Served At-Risk Populations
Program Short-Term Success  Samueli Academy’s impact, both short and long-term, is significant and meaningful.  We believe the anticipated outcomes for The Academy students will be especially relevant and will:
  • Help break the cycle of abuse;
  • Level the playing field for foster and at-risk students;
  • Reduce the number of times a child is uprooted;
  • Care for the whole child;
  • Provide a place a child can call ‘home’ through a family-style living environment.
Program Long-Term Success 

Samueli Academy has a Director of Alumni Success who will be supporting and tracking our graduates and will be conducting a longitudinal study. Having one graduating class to date the following results include: 

  • A 99% high school graduation rate;
  • 100% of foster youth graduated;
  • 97% accepted and enrolled in university, community college or trade school;
  • 100% of students gained work experience, through an internship, while in high school.

We anticipate a successful transition to college and adulthood due to the added, long-term support provided at Samueli Academy. Additional long-term success is anticipated to include:


Program Success Monitored By 

Students are not slipping through the cracks. With a student population of 500, teachers know every student. When a student misses an assignment, they must make-up in an after-school session. Common formative assessments and benchmarks are given weekly to ensure students are on track for mastery of all standards by the end of the school year. Teachers have two hours of professional development time each week in which they can review this data with colleagues through a standards based software program (Edusoft) that breaks student achievement down by standard, and allows teachers to make instructional adjustments accordingly. 

Samueli Academy has developed a unique relationship with the University of California Irvine. The UCI Department of Education has helped in the formation of the school. Through this partnership, UCI and Samueli Academy are forming an assessment of academic achievement with plans to do a 10 year study of student outcomes.

 Samueli Academy also assesses and evaluates its impact on student achievement in several ways:

  • D/F Ratio
  • Overall GPAs
  • Common Formative Assessment Results
  • CAHSEE results
  • STAR/API results
  • Future college and career success


Examples of Program Success 

 Samueli Academy's students WANT to be in school - we have a consistent 97% attendance rate!

53% of students have a 3.0 GPA or higher, placing them on the Honor Roll

SBAC - Smarter Balanced Assessment Consortium test saw 85% of Samueli Academy students scored 81% in English and 80% in Math! When our results are compared with those of the State of California and Orange County at large, Samueli Academy is outperforming in both subjects!
50% of students took AP (Advanced Placement) classes 


CEO/Executive Director Chris Simonsen
CEO Term Start Sept 2007
CEO Email [email protected]
CEO Experience After serving as Orangewood Foundation’s Chief Financial Officer for six years, Chris Simonsen was promoted CEO in April, 2014. Chris joined the Foundation in September, 2007.  He brings 20 years of finance and accounting experience to the Foundation, including the last 10 years at Automobile Club of Southern California.  Most recently he was the Vice President and Chief Financial Officer there, responsible for setting the financial strategy for the organization and identifying opportunities and implementing solutions that would improve its financial results.  Previously he was with Balboa Life & Casualty Group and Ernst & Young.

Chris holds a B.S. in Accounting from California State University Dominguez Hills, graduating Cum Laude.  He is a Certified Public Accountant and a Member of the American Institute of Certified Public Accountants.

Chris is a Southern California native, having grown up in the South Bay area.  He has four children, and is an active volunteer with AYSO, the YMCA and his church.  

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Carlos Leija Chief Development Officer --
John Luker -- --
Robert B. Theemling Chief Programs Officer --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



The Junior League of Orange County

Orange County Healthcare Agency

Orangewood Children and Family Center

All area colleges and universities

Staff Information

Number of Full Time Staff 71
Number of Part Time Staff 29
Number of Volunteers 500
Number of Contract Staff 3
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: 71
Other (if specified): --
Gender Female: --
Male: --
Not Specified 71

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan Under Development
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

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

Reporting and Evaluations

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

Government Licenses


CEO Comments

I believe that you never stop learning unless you make a conscious effort to stop. I have been in my CEO role at Orangewood Foundation for almost four years and I know there is much I can still learn about being an effective and influential leader. The first couple of years in my new role, there were several key initiatives where I had to focus my time and attention. The organization is still in a growth mode and adding more programs and services, as well as evaluating next steps in our strategic plan. I see Orangewood at a pivotal point in our history - taking the next steps of meeting the needs of Orange County's youth. 

Foundation Comments



Board Chair Greg Dunlap
Board Chair Company Affiliation Deloitte Tax, LLP
Board Chair Term Sept 2016 - Sept 2019
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Marissa Barth Fidelity National Title Company --
Bob Bartholomew Windjammer Capital Investors --
Stuart Bernstein Union Bank --
Cindy Dillion Attorney and Community leader --
Greg Dunlap Deloitte Tax LLP --
David Dunn Athletes First --
Richard Dutch SurgLine --
Lupe Erwin Wood Gutmann & Bogart Insurance --
Bruce Fetter Business Executive --
Fred Gladney The Gladney Group LLC --
Joel Goldhirsh Goldhirsh & Goldhirsh --
Karen Goldhirsh -- --
Dean Hall UPS --
Adam Horowitz -- --
Adam Horowitz Horowitz Group --
Daniel Houck II -- --
Daniel Houck University Asphalt Company --
Bob Istwan Motive Energy --
Sandi Jackson Community philanthropist --
Steve Johnson Safety Supply America --
Chris Jones Acra Aerospace Inc. --
Mitch Junkins The CDM Company --
Steve Keefer Secure Global Solutions --
Larry Labrado Southern California Edison --
Wing Lam Wahoo�s Fish Taco --
Joe Lozowski Tangram Interiors --
Greg Marshall Madison Street Partners --
Reid McCartney The Capital Group Companies, Inc. --
Mohit Mittal PIMCO --
Vikki Murphy The Wilson Automotive Group --
Ken Parker Haynes and Boone, LLP --
Tim Patten Real Estate Investor --
Renee Pepys Pepys Lowe Kids Line and CoCaLo --
Andrew Phillips Cliq --
Jeff Roos Lennar Homes --
Timothy Ryan Anaheim Arena Management and Anaheim Ducks --
Susan Samueli The Samueli Foundation --
Richard Sherburne Cushman & Wakefield --
Mark Simons -- --
John Stratman Kaiser Permanente – Orange County --
John Stumpf Quality Systems, Inc. --
Frank T. Suryan Jr. Lyon Communities --
Shannon Tarnutzer Community philanthropist --
Kris Theiler Disney California Adventure Park --
Tracy Theodore -- --
Paul Tobin -- --
Vikki Vargas -- --
Pei Pei Wang -- --
Jaynine Warner Former Airline Captain --
Piero Wemyss Homeservices Lending --
Carol Wilken -- --

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: 1
Asian American/Pacific Islander: 1
Caucasian: 34
Hispanic/Latino: 3
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 11
Male: 30
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits --
Board Meeting Attendance % 80%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions --
Board Orientation Yes

CEO Comments

We do need to make more progress as it relates to the diversity of our Board of Directors which needs more females and more varied ethnicity in line with the ethnic make-up of Orange County. We typically bring new Board members on at our Annual Meeting in September and we are currently evaluating seven potential Board candidates that are female. We are proactively working with the Hispanic Chamber of Commerce and the Hispanic 100 to engage individuals from the Hispanic community who might be interested in getting involved with Orangewood as Board members.

Foundation Comments


Standing Committees

  • Advisory Board / Advisory Council
  • Audit
  • Board Governance
  • Capital Campaign
  • Communications / Promotion / Publicity / Public Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Program / Program Planning
  • Scholarship


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2017 to June 30, 2018
Projected Revenue $34,296,305.00
Projected Expenses $14,893,982.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2015 Form 990

2014 Form 990

Audit Documents

2016 Audited Financial Statement

2013 Audited Financial Statement

2012 Audited Financial Statement

2011 Audited Financial Statement

2010 Audited Financial Statement

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $13,562,378 $9,461,417 $9,461,417
Total Expenses $9,272,668 $8,016,417 $8,016,417

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$9,813,924 $7,181,441 $6,485,489
Government Contributions $1,187,140 $965,040 $965,040
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $1,187,140 $965,040 $965,040
Individual Contributions -- -- --
Indirect Public Support -- $0 --
Earned Revenue $659,378 $87,627 $87,627
Investment Income, Net of Losses $92,660 $127,086 $127,086
Membership Dues -- $0 --
Special Events $1,540,223 $1,082,415 $1,082,415
Revenue In-Kind $262,527 $695,952 $695,952
Other $6,526 $17,808 $17,808

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $7,339,208 $6,724,011 $6,724,011
Administration Expense $1,210,399 $716,662 $716,662
Fundraising Expense $723,061 $575,744 $575,744
Payments to Affiliates -- $0 --
Total Revenue/Total Expenses 1.46 1.18 1.18
Program Expense/Total Expenses 79% 84% 84%
Fundraising Expense/Contributed Revenue 6% 6% 7%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $45,515,346 $47,929,011 $47,929,011
Current Assets $9,481,928 $10,951,466 $10,951,466
Long-Term Liabilities $13,674,921 $13,914,654 $20,714,654
Current Liabilities $1,104,455 $7,698,561 $898,561
Total Net Assets $30,735,970 $26,315,796 $26,315,796

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 8.59 1.42 12.19

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 30% 29% 43%
Endowment Value $2,481,742.00
Spending Policy N/A
Percentage(If selected) --
Are you currently in a Capital Campaign? Yes
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 $25,000,000.00
Capital Campaign Dates July 2017 -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? No

CEO Comments

We are committed to a strong culture of accountability and transparency, and our audited financial statements and tax returns are posted on our website. Please do not hesitate to contact us with any questions you may have.

Foundation Comments

Summary financial data is per the audited financials and Form 990s as well as consultation with the organization.  Foundation/Corporate Revenue and Individual Contributions are combined under Foundation/Corporate Revenue.


Other Documents

Annual Report (2016)

Annual Report (2014)

Annual Repot (2013)

Annual Report (2012)

No Other Documents currently available.