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Pacific Symphony

 17620 Fitch, Suite 100
 IRVINE, CA 92614
[P] (714) 8762369
[F] (714) 7555789
[email protected]
Luisa Cariaga
 Printable 1 Page Summary
 Printable Profile
Organization DBA Pacific Symphony Association
Pacific Symphony Orchestra
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 95-3635496 00000


Mission StatementMORE »

Pacific Symphony’s mission is to inspire, engage and serve Orange County through exceptional music performances, and education and community engagement. Its vision is to lead a renaissance in the appreciation, accessibility and impact of classical music in the region through creativity, responsiveness and innovation. 

Mission Statement

Pacific Symphony’s mission is to inspire, engage and serve Orange County through exceptional music performances, and education and community engagement. Its vision is to lead a renaissance in the appreciation, accessibility and impact of classical music in the region through creativity, responsiveness and innovation. 

FinancialsMORE »

Fiscal Year 2020
Projected Expenses $21,220,418.00
Projected Revenue $21,236,485.00

ProgramsMORE »

  • Santa Ana Strings - Violin Instruction for Underserved Children
  • HEARTSTRINGS - Making music accessible to the under-served

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

Pacific Symphony’s mission is to inspire, engage and serve Orange County through exceptional music performances, and education and community engagement. Its vision is to lead a renaissance in the appreciation, accessibility and impact of classical music in the region through creativity, responsiveness and innovation. 

Background Statement

Pacific Symphony was founded in 1978, through the passionate and dedicated support of the Orange County community. As the largest professional orchestra established in the US in the last 50 years, the Symphony serves more than 275,000 residents and visitors through concert performances and community engagement. The audience is comprised of individuals representing all age levels, genders, ethnic backgrounds and income levels. Some 50,000 community members from 300 regional organizations participate and benefit from the Symphony’s programs and outreach efforts every year. As an economic driver in the community, Pacific Symphony creates a framework and focal point of music programming for the county, while expanding its reach to those who are vulnerable and under-resourced. 

Whether Pacific Symphony is working in the classroom through a curriculum-based music education program, providing  violin instruction for Title I students, conducting an arts immersion summer camp for middle school youth, presenting a Family Concert series or offering the very best orchestra training for its three Youth Ensembles, the organization is dedicated to service. The Symphony’s senior directors continually seek new partnerships, working to expand fundraising efforts that will ultimately benefit the lives of seniors, veterans, developmentally- and physically-challenged adults, students in under-resourced schools and disadvantaged residents.

Dedicated emphasis on the Symphony's mission has resulted in numerous major accomplishments achieved over a 40-year history. Music Director Carl St.Clair celebrates his 30th season in 2019-20, and is chiefly responsible for Pacific Symphony’s artistic excellence, vision and progress. Few artistic leaders achieve such a milestone, as the average tenure of American conductors is eight years. Maestro St.Clair has surpassed this three times over, and as a result, the orchestra has flourished under his leadership. 


Impact Statement

Pacific Symphony’s annual season includes more than 100 concerts of classical, pops, chamber music, family and youth presentations and cultural celebration events which provide programs and services for the diverse, multicultural population of Orange County, California. The Symphony has a history of service to the region through education and community engagement initiatives and public concerts. Through its outreach efforts, Pacific Symphony dedicates 10% of its annual operating budget - among the highest of any orchestra in America - to its educational outreach.

Pacific Symphony serves more than 275,000 Orange County residents and visitors annually. Its audience is comprised of local patrons, subscribers, residents and visitors of all ages – from infants to seniors. Patrons come from all 34 cities of Orange County, as well as the southern California region.

The organization has enjoyed a 28 consecutive-year history of balanced budgets. With a Music Director just beginning his 30th season in 2019-20, and a President who has served the organization for 21 years, Pacific Symphony capitalizes on a long history of longevity and loyalty, which includes dedicated patrons, subscribers and generous donors. In addition to the organization’s stable and sound fiscal management, there are many artistic and programmatic successes that occur during the year, which are achieved through exceptional artistry, attested by the special appearances of world-renowned musicians.

In advancing a new strategic plan, greater national and international visibility for the orchestra has been achieved in earnest in 2018. Pacific Symphony made its invitational debut at Carnegie Hall in April 2018, toured five metropolitan cities in China in May 2018, and made a nationally-televised appearance on PBS' Great Performances in June 2018. This is a testament to the progress, advancement and success of highly-respected music organization, as very few American orchestras receive an invitation to appear at Carnegie Hall, and only a handful of orchestras are featured on PBS' Great Performances.

The administrative office is headquartered in Irvine where it shares a building with OC Music and Dance and Arts OC.


Needs Statement

As a non-profit organization, Pacific Symphony's ticket sales and earned income pay for less than half of its operating budget. The orchestra strives to be the arts institution to which Orange County can proudly claim as a beacon and catalyst of social, economic and cultural growth. With this objective in mind, the orchestra acknowledges the ever-present needs of under-served residents in the community as it plays a role in the betterment of the lives of disadvantaged citizens through the power of music. As Pacific Symphony adapts and grows its roster of community and education programs to serve the evolving needs of the vulnerable populations in the county, the organization seeks to provide programs that are motivating and inspiring.With this aim, the Symphony dedicates 10% of its annual budget to its education and community engagement programs, totaling $2 million each year. Pacific Symphony works in tandem with school districts and community partners to improve the quality of life in the region, and to inspire those who live and visit our county. In order to maintain the high level of quality of its education and community programs, the Symphony seeks the support and partnership of individuals, foundations, corporations and local businesses.  

CEO Statement


Board Chair Statement


Other Ways to Donate/Volunteer

Monetary and in-kind donations are accepted over the phone or by mail. The Symphony also accepts donations through monthly giving, estate and planned giving, endowment contributions and stock gifts. Pacific Symphony relies on volunteer support to assist at concerts, education programs, special events, administrative support and for board leaders and members. For a list of volunteer opportunities and additional information, please contact Abby Edmunds at 714-876-2353 or [email protected]

Geographic Area Served

North Orange County
West Orange County
South Orange County
Central Orange County
While Pacific Symphony serves the entire southern California region, it specifically focuses its services, through interactive arts education, music activities, special events, free community concerts and unique learning opportunities, to the residents within Orange County exclusively. 

Organization Categories

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




Pacific Symphony presents more than 100 performances each year to some 275,000 community members in venues throughout the county. The Symphony consists of 88 musicians led by Music Director Carl St.Clair. Every season, the Symphony presents concerts that include classical, pops, family programs, semi-staged opera presentations and an outdoor summer series. Programming also includes chamber music concerts on Sunday afternoons, three youth ensembles for middle and high school students, three or more Symphony in the Cities summer public park concerts, and a concert series at SOKA Performing Arts Center in Aliso Viejo. 
Budget  $20,000,000.00
Category  Arts, Culture & Humanities, General/Other Musical Performances
Population Served General/Unspecified
Program Short-Term Success 
New and more diverse audience participation and engagement is a short-term goal of Pacific Symphony programs, with an aim to increase audience membership and gain philanthropic support of the institution.
Program Long-Term Success 
At the core of every great orchestra is a commitment to artistic excellence.  Pacific Symphony is dedicated to making great music and to providing audiences with exceptional performances by the highest-caliber musicians. To continue providing concert experiences at the current level and work toward an even greater artistic reputation we must make significant investments in the programs and people that will ensure the ongoing excellence of our musicality. Funds raised will: 1) invest in professional musicians, 2) create distinguished guest artist and guest conductor funds to ensure the Symphony presents the world's great artists; 3) preserve the Summer Festival - a five-concert outdoor series; 4) funds an annual semi-staged opera; and 5) presents naming opportunities at its new headquarters in Irvine. 
Program Success Monitored By 
Pacific Symphony measures its success through an ability to increase and sustain audience attendance, and also via post-concert audience surveys. Generating public interest and diversity in its audience members is another near-term goal of the Symphony.
Examples of Program Success 

In 2018, Pacific Symphony was invited to performed at the iconic Carnegie Hall in New York City, widely accepted as the top venue in the classical music field. The Symphony presented the New York debut of American composer Philip Glass's "The Passion of Ramakrishna," which the Symphony world-premiered and recorded. The New York Times said: “The performance was excellent, with the orchestra sounding like a major ensemble.” Berkshire Fine Arts singled-out St.Clair’s long tenure by saying: “The performance made the benefits of consistent leadership over time clear.” Later during the 2017-18 season, Pacific Symphony was seen on PBS Great Performances in a concert excerpt from its American Composers Festival in 2017. The concert featured the moving orchestral work "Ellis Island: The Dream of America" by Peter Boyer, and included seven Hollywood actors, and striking visual imagery and photos from the Ellis Island Archives. Only a handful of orchestras are included in Great Performances broadcasts, which Pacific Symphony joins alongside the Los Angeles Philharmonic, Vienna Philharmonic and New York Philharmonic.


Celebrating 25 consecutive years in 2019-20, the Frieda Belinfante Class Act music education program is an award-winning initiative offered to all public, private, parochial and charter schools in Orange County. Up to 32 elementary schools partner with a Symphony musician who provides in-classroom music workshops aligned with Common Core and VAPA education standards. Classroom teachers are provided with professional development, training and lesson plans to augment the workshops and aid in their own music education beyond the scope of the program. Musicians perform in Family Night concerts onsite and at the end of the year, every grade 2-5 student is bused to the Rènee and Henry Segerstrom Concert Hall for a full performance by Pacific Symphony.  As a culminating activity, Bravo Assemblies allow students to showcase what they have learned during the year through creative expression in song, dance, music, theater and visual arts presentations. 

Budget  $600,000.00
Category  Education, General/Other Extracurricular Arts & Culture
Population Served Children Only (5 - 14 years) Poor,Economically Disadvantaged,Indigent Children and Youth (0 - 19 years)
Program Short-Term Success 

Program outcomes for students include: 1) gaining an ability to identify families of instruments; 2) achieving skills and an enjoyment in listening to symphonic music; 3) increasing their knowledge about the featured composer; 4) expanding their comfort level with musicians and teaching artists; 5) acquiring a desire to learn more about the arts; and 6) growing an interest in vocal and instrumental music.

Classroom teacher outcomes are to: 1) increase their capacity to teach the arts more effectively; and 2) advance their interest in symphonic music and in attending Symphony concerts.

Among the metrics for success are:  a) a high level of student engagement, b) a demonstrated love and enthusiasm for classical music from program constituents, c) student achievement of learning objectives and d) a high level of satisfaction from all program participants. 
Program Long-Term Success 
Class Act goals and outcomes are: 
1) Participating schools receive an enriching music education program where little or no program currently exists. (Most partner schools have diminished or no music programming.)

2) Children develop deep, personal connections with professional musicians who mentor and guide their understanding and appreciation of music in the classroom. (Teachers and students are surveyed for their opinions on the effectiveness of the program.)

3) Children and their families gain invaluable exposure and increased involvement in classical music and the Symphony through family night concerts and performances. (Concert attendance is measured and principals are asked for performance evaluations.)

4) Children develop foundational knowledge and appreciation of music and are encouraged to learn and produce their own music as a means of creative expression. (Assemblies are used as a reflection of what students have learned through Class Act.)
Program Success Monitored By 
Throughout the year, teachers, parent coordinators and school principals are in continual contact with Class Act and Symphony staff for questions and guidance at every point in the program. After all program components are complete, assessments are conducted and the program evaluated for improvements for the upcoming school year. Evaluation is also conducted by Class Act staff throughout the year to monitor curricular and implementation goals and ensure they are being met. Assessment methods and tools include pre- and post-surveys, written evaluations, questionnaires and focus groups that incorporate feedback from students, teachers, principals, administrators and parents.  
Class Act has been recognized by the League of American Orchestras and the National Endowment for the Arts as one of the nine most exemplary music education programs in the US. 
Examples of Program Success 

The effects of Class Act are evidenced through the many positive comments from school administration. Sandra Song, Vice Principal of Palm Lane Elementary, says: “I have participated in Class Act at another school site for three years and have witnessed the program developing a love and enthusiasm for music in all participants. Students in these low-income neighborhoods rarely have the opportunity to experience classical music. I believe the integration of music education in our classrooms is a move into the ideals of the Common Core. My hope is that Class Act will ignite some of our students into pursuing the arts in the future, either playing an instrument or developing a love and appreciation for the arts.”

Santa Ana Strings - Violin Instruction for Underserved Children

Santa Ana Strings (SAS) was introduced in 2011 as an after-school, year-round violin instruction program in Title I schools. In January 2015, SAS partnered with the Boys & Girls Club to deepen the impact of music in the lives of low-income students in grades 2-6, expanding outreach into the community. The Club was selected because of its strong neighborhood presence and reputation. SAS instructors consist of professional Pacific Symphony musicians who serve as teaching artists, coaches and mentors. SAS's purpose is to provide intensive music training where local children strive towards responsibility, and focus on achievement by playing challenging music. They perform regularly at the Club and community sites. Student performances  garner 100% student participation and the Club reports that the concerts have the largest attendance of any other event - including all sporting events. Today, the program continues to serve low-income, Title I students through mentorship, coaching, performance opportunities and a violin to take home. 

Budget  178,500
Category  Youth Development, General/Other Youth Development, General/Other
Population Served K-12 (5-19 years) Hispanic, Latino Heritage Immigrant, Newcomers, Refugees
Program Short-Term Success 

Due to the high demand of the current program iteration, which began in January 2015, future plans include year-round programming to meet community needs. With so much enthusiasm from students, their siblings, parents and other family members – as well as the motivated Boys & Girls Club staff – plans to increase student participation with the addition of one grade-level per year are gaining momentum. This plan for expansion will ensure a continuum of music education for students, from their very first violin lesson through their teen years and adulthood, with multi-year music opportunities.

Program Long-Term Success  Santa Ana Strings is a key part of the Symphony’s overall goal to expand active music making opportunities in all of its education and community engagement programs, especially to under-served communities. Ultimately, there is the potential for replicating this program in other similar communities in Orange County, modeling the relationship of the Symphony to its community partner(s) to deliver extended musical instruction to a larger population of students. 
Program Success Monitored By 

Throughout the year, program assessments, weekly to bi-monthly debriefings with personnel, partner meetings and ongoing planning sessions take place. This approach has proven useful for future program planning and in thoroughly assessing program effectiveness during the implementation process.  

Examples of Program Success  --

HEARTSTRINGS - Making music accessible to the under-served

Heartstrings provides free access to concerts, hands-on wellness activities, transportation and immersive music instruction for a broad range of local non-profit agencies and their under-served constituents. Musical experiences are customized to help partner organizations in Orange County fulfill their own missions and to provide the most meaningful impact on program participants. More than 9,000 community members, low-income families and children engage in Heartstrings every year. Heartstrings has broadened its focus to offer music and wellness programs to serve children on the autism spectrum and homeless families in partnership with The Center for Autism and OC Rescue Mission, respectively. Additional program partners include Academy of Music for the Blind, Alzheimer's Association, Asian American Senior Citizens Service Center, Children’s Hospital of Orange County, Talk About Curing Autism, Friendship Shelter and Working Wardrobes. 

Budget  $650,000.00
Category  Arts, Culture & Humanities, General/Other Music
Population Served Poor,Economically Disadvantaged,Indigent Aging, Elderly, Senior Citizens Unemployed, Underemployed, Dislocated
Program Short-Term Success  Participants gain opportunities to engage in Pacific Symphony concerts, music education activities and arts enrichment events. 
Program Long-Term Success  Participants are transformed through free access to Pacific Symphony's music education programs, concerts and interactive arts activities. 
Program Success Monitored By  Pacific Symphony employs extensive qualitative and quantitative measures to assess and evaluate all of its education programs.
Examples of Program Success 

More than 9,000 community members participate in Heartstrings every year. The list of beneficiaries includes low-income youth and families, homeless mothers, fathers and their children, seniors with Alzheimer's and dementia, and autistic children and their families. Since inception, Heartstrings has served more than 50,000 under-resourced and under-served Orange County residents. 


Pacific Symphony Youth Ensembles (PSYE) is a premier performance program, nurturing and inspiring young artists in grades 6-12. PSYE consists of three performing ensembles, all benefiting from the artistic vision of Pacific Symphony Music Director Carl St.Clair. Students representing 72 area middle and high schools enjoy a variety of interactions with Symphony musicians including sectional coachings, master classes and side-by-side performances. The ensembles are: 

Pacific Symphony Santiago Strings, providing string musicians in grades 6-9 with quality string and performance instruction; led by Irene Kroesen.

Pacific Symphony Youth Orchestra, led by Assistant Conductor Roger Kalia, the orchestra provides over 100 string, wind and percussion musicians in grades 9-12 with intense orchestral training. 

Pacific Symphony Youth Wind Ensemble offers wind and percussion musicians in grades 8-12 opportunities to refine their skills in an innovative wind symphony environment; led by Gregory X. Whitmore.

Budget  $450,000.00
Category  Arts, Culture & Humanities, General/Other Music Instruction
Population Served Adolescents Only (13-19 years) Immigrant, Newcomers, Refugees
Program Short-Term Success 

PSYE students achieve artistic excellence and grow both musically and personally by engaging in high-quality activities on an annual basis. Some of these include:

*Opportunities to play advanced repertoire

*Annual three-day retreat

*Sectional rehearsals with professional musicians of Pacific Symphony

*Annual conducting clinic with Carl St.Clair

*Access to open rehearsals to observe Pacific Symphony professionals 

*Opportunities to perform in world-class venues, such as the Renée and Henry Segerstrom Concert Hall

*Interactions with guest artists and composers including Narong Prangcharoen, Sarah Chang, Joshua Bell, Midori, The Prism Saxophone Quartet, Michael Daugherty, Eileen Ivers and more

*Annual Side-by-Side performance where PSYO members perform with their professional counterparts of Pacific Symphony

*Annual concerto competition, where PSYO members audition for the chance to perform as a soloist in concert

 *Free and discounted tickets to Pacific Symphony concerts
Program Long-Term Success 

PSYE recently set new participant records, attesting to the public demand and popularity of the program. As musician numbers grow, so too will the ensembles themselves, with auxiliary groups forming as well.

Students who participate in PSYE gain rare musical opportunities with leading artists as well as advancement in their academic careers. All middle and high school students enrolled in the youth ensembles go on to graduate from high school and attend university. Alumni of recent PSYE graduates have gone on to such prestigious higher education institutions as Harvard, New York University, Juiliard School, Manhattan School of Music, Vanderbilt, Northwestern, Stanford, USC and UCLA. As part of PSYE’s long-term strategic plan, financial stability must first be established before significant growth can be implemented. Therefore contributions are sought in order to pursue PSYE’s plan for expansion.

Program Success Monitored By 

Program evaluation uses both quantitative and qualitative instruments, consisting of written mid-year and year-end evaluations completed by program staff, students, instructors and parents. Mid-year meetings address challenges and areas for growth. The results of program assessment are included on the agenda of the Board of Directors and Executive Committee meetings, and receive ongoing analysis throughout the year. 

Beyond basic music enrichment is a community need for ongoing education for those above the beginner level. Youth orchestras provide training, professional development, performance opportunities and learning communities for students preparing for college. The reasons behind the creation of many youth orchestras affiliated with symphony orchestras range from building future audiences, engaging children in classical music, advancing education and preparing artists for careers in the music industry.

Examples of Program Success 

Over 600 grade 6-12 students in southern California audition for a place in one of the three youth ensembles. Among the many accolades, awards and distinguishing features of the three ensembles are the following:

1) The Youth Orchestra toured to three cities in China in summer 2016 and was named Youth Orchestra of the Year by Classics Alive Foundation in 2011. 
2) The Youth Wind Ensemble earned top honors at the Summa Cum Laude international festival in Vienna in 2017.
3) Santiago Strings earned the highest marks during the National Orchestra Festival at the American String Teachers Assn. conference in March 2016. The ensemble toured Costa Rica in summer 2018.
4) All PSYE seniors (100%) have graduated to attend conservatories, junior colleges and major universities, among them are  Harvard, MIT, New York University, Juilliard, Manhattan School of Music, UCLA, Northwestern, Brown and USC. 
5) PSYE is the only local, Orange County-based young artist music program affiliated with a professional symphony orchestra. 


CEO/Executive Director Mr. John Forsyte
CEO Term Start May 1998
CEO Email [email protected]
CEO Experience John E. Forsyte has led the Pacific Symphony - one of the nation’s fastest growing orchestral institutions - since May, 1998. During his tenure, the Pacific Symphony’s budget has grown by over 200% while remaining balanced each year. Its current budget stands at over $19 million.

Under John’s leadership, the Symphony has enjoyed a 400% increase in contributed and an additional $18 million pledged to its endowment during this same period. Artistically, the orchestra has launched two new concert series, an American Composers Festival and offered American Composers Competitions. In 2009, the Symphony was awarded its first major grant from the Andrew W. Mellon Foundation to establish new audience engagement practices. As a result, a three concert Music Unwound series was established. In 2010, the Symphony was showcased by the League of American Orchestras as one America’s most innovative orchestras for its efforts around thematic programming. Shortly after this honor, the Symphony was awarded an ASCAP prize for adventurous programming.

John was instrumental in leading the orchestra to its Carnegie Hall debut, tour to China and its national television broadcast on PBS' Great Performances. 

Former CEOs and Terms

Name Start End
Mr. Louis Spisto July 1985 Dec 1997

Senior Staff

Name Title Experience/Biography
Gregory Pierre Cox CFRE, CSPG Vice President of Development

Gregory Pierre Cox, CFRE, CSPG, Vice President of Development. Joining the staff in April 2013, Gregory has brought a wealth of advancement and fundraising experience to his position which oversees all aspects of the Symphony’s development department. He has held senior positions at the Southern California Public Radio, Claremont Graduate University, California State University Long Beach and the Long Beach Symphony Orchestra.

Eileen Jeanette VP of Artistic & Orchestra Operations

Eileen Jeanette, Vice President of Artistic & Orchestra Operations. Eileen has served as Vice President of Artistic and Orchestra Operations since December 2005. Previously she was the Orchestra Manager and Artistic Administrator for the Tucson Symphony Orchestra, and Orchestra Manager for the Illinois Symphony Orchestra. She is a graduate of Wheaton College and The Boston Conservancy.

Susan Miller Kotses Vice President of Education and Community Engagement --
Sean Sutton Executive VP/COO

Sean Sutton, Executive Vice President and Chief Operating Officer. Sean joined Pacific Symphony in 2006 and is currently the Executive Vice President and COO overseeing all administration, personnel, finances and accounting for the orchestra. He serves as Board Vice President for the Association of California Symphony Orchestras. Prior to the Symphony, Sean worked for Los Angeles Opera.

Frank Terraglio Vice President of Marketing & Public Relations

Frank has worked for Pacific Symphony for more than a decade, serving as Director of Marketing before being promoted to Vice President. In his current role, he is responsible for all audience development, patron relations and communications functions. In recent years, he has driven implementation of new pricing models, enhanced renewal rates and managed direct mail campaigns while greatly improving return on investment. Frank came to the Symphony with more than 20 years of experience as a leader of major arts organizations in Southern California.


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --


Pacific Symphony partners with 21 local non-profits through its Heartstrings community initiative, designed to contribute to the vitality and wellness of Orange County. The 21 program collaborators are the Academy of Music for the Blind, Age Well Senior Services, Alzheimer’s Association, Asian American Senior Citizens Service Center, Big Brothers Big Sisters, Boys & Girls Club of Garden Grove, Boys & Girls Club of Santa Ana, Breakthrough San Juan Capistrano, The Center for Autism and Neurodevelopmental Disorders, Children's Hospital of Orange County, Court Appointed Special Advocates, El Sol Science and Arts Academy, Friendship Shelter, Girls Inc., New Hope Presbyterian Church, Orange County Rescue Mission, Santa Ana Unified School District, Savanna School District, Segerstrom Center for the Arts’ Founders Plus, Talk About Curing Autism and Working Wardrobes.

Staff Information

Number of Full Time Staff 50
Number of Part Time Staff 6
Number of Volunteers 2,396
Number of Contract Staff 88
Staff Retention Rate % 91%
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 2
Asian American/Pacific Islander: 18
Caucasian: 48
Hispanic/Latino: 6
Native American/American Indian: 0
Other: 26
Other (if specified): Mixed/multi-ethnic
Gender Female: 62
Male: 38
Not Specified 0

Plans & Policies

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

Risk Management Provisions

Nondiscrimination Policy --
Whistle Blower Policy --
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



Board Chair Dr Joann Leatherby
Board Chair Company Affiliation Leatherby Family Foundation
Board Chair Term July 2017 - June 2020
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Susan Anderson Community Volunteer Voting
Leona Aronoff-Sadacca -- Voting
Lindsey Ayers Carothers DiSante Freudenberger LLP Voting
Eric Chamberlain Bank of America --
Jo Ellen Chatham Southern California Edison Voting
Carol Choi -- Voting
David P. Collins -- Voting
John Daniels Property Manager, South Coast Plaza --
Ginny Davies -- --
Lucy Dunn President and CEO Orange County Business Council --
Catherine Emmi -- Voting
John R. Evans Board Vice Chair Retired Regional Managing Director, Wells Fargo Bank Voting
John Forsyte President Pacific Symphony Exofficio
Barbara Foster President, Insights Worldwide --
Raymond Francis University Medical Pharmaceuticals --
Michael Gordon Vice-Chairman, First Q Capital --
Nicholas Greenko CFO, Tangram Interiors --
Rondell B. Hanson Community Volunteer --
Donald Hecht -- --
Michelle Horowitz -- --
James Newton Howard JNH Studios --
Donald Hu -- Voting
Scharrell Jackson -- Voting
John Mark Jennings -- Voting
Sheng Jiang Cisco Systems Voting
Seth Johnson -- --
Michael Kerr President, Bluestone Communities --
Joann Leatherby Board Chair President, Leatherby Family Foundation --
Agnes Lew East West Bank Voting
Phillip N. Lyons PinecreekInvestment Co. --
Diana Martin Diana Martin Gifs Voting
Brian Maryott Wells Fargo Bank Voting
David Melili President, David Melilli Company --
Carlos Mollura Community Volunteer --
Timothy Molnar Wealth Management Advisor --
Stacey Nicholas -- --
Mark Nielsen Executive Chairman, TextPower, Inc. --
David Ontko Disneyland Resorts --
Anoosheh Oskouian President, Ship and Shore Environmental, Inc. --
John Peller -- --
William F. Podlich -- --
Judith Posnikoff PAAMCO --
Miguel Pulido Mayor, City of Santa Ana --
Chiyo Rowe -- --
Diane Sawyer Capital Group --
Scott Seigel -- Voting
Honorable Warren Siegel Retired Superior Court Judge Voting
Ronald Simon RSI Holding Co. --
Elizabeth Stahr -- --
John Stahr -- --
Christopher Tower Partner, BDO Seidman LLP --
David Troob Troob Capital Management --
Bart van Aardenne Vinculums Services, Inc. --
W. Henry Walker President, Farmers & Merchants Bank Voting
Rochelle Ward US Bank --
Philip Wendt -- Voting
Judy Whitmore -- Voting
Jane Fujishige Yada -- Voting
Charles Zhang Zion Enterprises LLC --

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: 2
Asian American/Pacific Islander: 12
Caucasian: 78
Hispanic/Latino: 5
Native American/American Indian: 0
Other: --
Other (if specified): 3% Middle Eastern
Gender Female: 34
Male: 66
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 4
Board Meeting Attendance % 90%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 94%
Percentage of In-Kind Contributions 22%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Audit
  • Board Governance
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Education
  • Executive
  • Finance
  • Investment
  • Marketing
  • Program / Program Planning
  • Strategic Planning / Strategic Direction


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2019 to June 30, 2020
Projected Revenue $21,236,485.00
Projected Expenses $21,220,418.00
Form 990s

2017 Form 990

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990

2012 990

Audit Documents

2018 Audited Financials

2017 Audited Financials

2016 Audited Financials

2015 Audited Financials

2014 Audited Financials

2013 Audited Financial Statements

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $19,094,101 $18,470,867 $21,012,728
Total Expenses $20,980,482 $19,584,420 $20,042,011

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$7,201,278 $7,628,016 $10,171,161
Government Contributions $186,570 $194,780 $152,980
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $186,570 $194,780 $152,980
Individual Contributions -- -- --
Indirect Public Support -- $0 $0
Earned Revenue $8,961,818 $8,137,808 $7,895,242
Investment Income, Net of Losses $305,365 $309,068 $370,680
Membership Dues -- $0 $0
Special Events $2,214,766 $1,905,138 $2,187,458
Revenue In-Kind $11,700 $37,690 $48,200
Other $212,604 $-827,011 $-1,002,564

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $14,359,122 $13,009,422 $13,327,094
Administration Expense $4,737,510 $4,801,472 $4,814,460
Fundraising Expense $1,883,850 $1,773,526 $1,900,457
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 0.91 0.94 1.05
Program Expense/Total Expenses 68% 66% 66%
Fundraising Expense/Contributed Revenue 20% 18% 15%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $36,584,190 $37,773,227 $39,619,744
Current Assets $18,211,003 $19,870,857 $20,385,917
Long-Term Liabilities -- $0 $0
Current Liabilities $4,479,664 $5,482,501 $5,449,432
Total Net Assets $32,104,526 $32,290,726 $34,170,312

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 4.07 3.62 3.74

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $32,290,000.00
Spending Policy Income Only
Percentage(If selected) --
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments


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.


Other Documents

No Other Documents currently available.