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Discovery Cube

 2500 N Main Street
 Santa Ana, CA 92705
[P] (714) 913-5011
[F] (714) 576-8994
[email protected]
Brie Griset Smith
 Printable 1 Page Summary
 Printable Profile
Organization DBA Discovery Cube Orange County
Former Names Discovery Science Center (2014)
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 33-0828380 00000



Mission StatementMORE »

The mission of Discovery Cube is to inspire and educate young minds through engaging science based programs and exhibits to create a meaningful impact on the communities they serve.

Mission Statement

The mission of Discovery Cube is to inspire and educate young minds through engaging science based programs and exhibits to create a meaningful impact on the communities they serve.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $11,586,186.00
Projected Revenue $13,001,932.00

ProgramsMORE »

  • Fieldtrip Scholarships for Low-Income Youth
  • Professional Development Workshops for K-12 Teachers
  • Education Fund
  • Permanent and Traveling Interactive Exhibits

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 Discovery Cube is to inspire and educate young minds through engaging science based programs and exhibits to create a meaningful impact on the communities they serve.

Background Statement

The idea of Discovery Cube, formerly Discovery Science Center, began in 1984 when the boards of the Exploratory Learning Center and the Experience Center combined. At the time, Orange County was one of a few metropolitan centers without a science center. In 1993, “Launch Pad” opened in South Coast Plaza as a preview facility, allowing the Center to lay the foundations for its educational programs, and invite the public to learn more about and the Center.   In 1998, Discovery opened the doors to its current facility and since that time, more than 4 million visitors have come through its doors. Attendance and outreach have grown steadily, and last year over 526,000 visitors plus over 377,000 students experienced our engaging science-based programs in their schools or classrooms. 

In recent years, a variety of traveling and temporary exhibits have attracted new audiences to the Center, a 115,000 sq. ft. informal science education center in Santa Ana, from toddlers to teens, parents and grandparents. Each new exhibit brings new opportunities for learning. Exhibits and education programs have been strengthened to align all programming with Next Generation Science Standards (NGSS), and STEM-trained outreach instructors have teaching credentials or Masters degrees, along with specialized training in informal teaching methods.

Discovery Cube has also become a resource to others in our community. As the #2 science center for outreach programming, numerous science and resources agencies and youth development organizations have partnered with us to provide educational outreach and after-school science programs . Furthermore, several area universities have enlisted Discovery Cube's expertise in developing and delivering science education curriculum for pre-service teachers.

Impact Statement

In 2014, Discovery Science Center announced a name change to "Discovery Cube Orange County (DCOC)" and "Discovery Cube Los Angeles (DCLA)". The rebranding effort is part of the expansion of both the Santa Ana campus and the opening of a second facility in Los Angeles.
Orange County Expansion: The expansion increased the square footage of the facility by 44,000.  It included a California Natural Resources Pavilion, the Julianne Argyros Showcase Theater and Exhibition Hall, Mission Control Space Launch, an Early Learning Zone and Healthy Kitchen. With the added space, we are able to host more visitors and programs.  Thus increasing our impact in the community.
Los Angeles Expansion: A second facility opened on November 13, 2014 in the San Fernando Valley, an area of the Los Angeles County which is deeply lacking in cultural and educational resources. The existing 58,000 square foot serves as a hub for learning by linking its exhibits and events to exciting, high impact programs reaching schools, students, community groups and families.
Newport Beach growth: In 2016, Discovery Cube merged with ExplorOcean, located on the Balboa Peninsula, to become Discovery Cube's Ocean Quest (DCOQ).  With this merger, Discovery Cube will be able to utilize the ocean as another learning opportunity to teach visitors and students about environmental stewardship.  Students will board our yellow Dylan Ayres education vessel to tour Newport Harbor and its surrounding areas to experience a hands-on opportunity to learn about the marine environment and conservation. 

Needs Statement

Annual Fund Support: Discovery Cube is a nonprofit organization that impacts the lives of hundreds of thousands of children in Southern California with its innovative and interactive science education programs. Your support helps to provide vital educational opportunities to students and teachers throughout Southern California.  In hopes of creating deeper connections and providing real-life application of classroom lessons, we offer hands-on programs through field trips, outreach programming, free community events, and free professional development workshops for teachers. Gifts are vital for supporting our mission and underwriting free programs for teachers and students in need.

Donate to Educate: Discovery Cube's annual donation campaign helps provide field trips to the science center for Title I underserved students.  Field trips provide students an opportunity to reinforce Next Generation Science Standards (NGSS) concepts through hands-on exhibits and demonstrations.  Students are able to explore all of our exhibits and learn by interacting and understanding how and why they work.  A donation of $25 will fund one student and include cost of the field trip, curriculum development, and bus transportation.  Every month, we aim to raise enough money to fill a bus of 45 students.

CEO Statement

At Discovery Cube, we imagine a world of positive change with science education. Here, we educate young minds and create partnerships with teachers. Our goal is to increase public understanding and appreciation of science, math and technology as agents of transformational change.

Impacting the lives of students, teachers and families across Southern California, our 115,000 square-foot facility is a bustling hub of learning “touch points” for the entire community.

Our commitment begins with what we do best—state-of-the-art exhibits that serve as dynamic points of entry for young learners. Our educational goals focus on important scientific principles that are a part of our everyday lives as well as of civic importance, as seen in exhibits such as Science of Hockey, Boeing Rocket Lab and the newly opened Eco Challenge and Race to Recycle.

Current research shows that for the first time in contemporary history, fewer children are exposed to learning experiences that promote curiosity and creativity, discovery and innovation.  This is even more apparent in the fields of science, technology, mathematics, and engineering. The Cube is needed now more than ever to make a difference. 

Discovery Cube dramatically increases vital science learning opportunities for students, teachers and our communities and helps “fill the gap.” Excellence in math and science education in the U.S. directly relates to our nation’s ability to compete, prosper and maintain our security in the 21st century global community.

Thank you for your interest in Discovery Cube. I invite you to visit us soon!



Joe Adams

Joe Adams
President, Discovery Cube

Board Chair Statement


Other Ways to Donate/Volunteer

Make a Gift:There are numerous ways to give through cash, checks made payable to “Discovery Science Center,” credit cards, gifts of appreciated stock, through your estate plans, and in-kind donations. Please contact the Development office – we want to learn more about you and your mission in the community so we may match you with the area of need that has the greatest meaning for you.Brie Griset Smith, Vice President of DevelopmentDiscovery Cube2500 N. Main Street, Santa Ana, CA 92705 (714) 913-5011, [email protected] Your Impact with a Matching Gift:Many companies generously match their employees’ philanthropic contributions. Please check with your employer about its matching gift program. This way, a full or partial match of your donation can immediately increase its value!Volunteer!Each year, hundreds of volunteers donate thousands of hours of their time. Volunteers do almost everything at Discovery Science Center. A new volunteer will start off with a few basic responsibilities. One of which will include a rotation of positions that will help provide coverage on our exhibit floor. At these positions, volunteers will be asked to interact with the general public, help maintain the Center at a “show ready” state, and answer questions from visitors of all ages. Other positions include teaching science demonstrations, explaining and answering questions about our exhibits, and performing clerical jobs. Some positions will require additional training. There are variety of opportunities for students (age 15 and older), adults, and groups. Volunteering brings great benefits, too: young people earn valuable job skills, those in teaching roles develop a strong command of STEM subjects, and all volunteers can earn rewards.

Geographic Area Served

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

Visitors come from all over Southern California to experience Discovery Cube's unique educational exhibits and programs.  Our STEM-trained educators deliver engaging outreach programs in schools and classrooms throughout the Southern California region. Discovery Cube serves visitors and students from Orange, Los Angeles, San Bernardino and Riverside Counties.

Organization Categories

  1. Arts,Culture & Humanities - Science & Technology Museums
  2. Education - Elementary & Secondary Schools
  3. Science & Technology - General Science



Fieldtrip Scholarships for Low-Income Youth

Fieldtrip scholarships to visit Discovery Cube are awarded to schools serving a majority of low-income children. School groups receive:
  1. Pre-visit educational packets to help teachers prepare students for their visit
  2. Grade-level appropriate exhibit guides with questions which encourage critical thinking and discovery, and activities to try at home
  3. A grade-specific, NGSS-aligned interactive science demonstration to illuminate concepts students learned in the classroom
  4. Table-top learning stations staffed by trained volunteers, retired teachers and engineers, who impart a deeper level of science content, while presenting enthusiasm toward learning science
  5. A "Come Back on Us" ticket to return to Discovery Cube, encouraging children to reinforce and share with their families what they learned during their field trip.

Teachers consistently report that this is a valuable experience which motivates their students to achieve academic success.

Budget  $560,717.00
Category  Arts, Culture & Humanities, General/Other Museum Education
Population Served Children Only (5 - 14 years) Children and Youth (0 - 19 years)
Program Short-Term Success 
  • Free to Low-Income Students - Serves 3,500 students annually. Last year, 84% of students who benefited were enrolled in the subsidized lunch program.
  • Standards-Based - Fieldtrips to Discovery Cube directly impact learning because they are grade-specific and aligned with Next Generation Science Standards (NGSS), enhancing classroom learning with hands-on, interactive activities.
  • High Quality Instruction – STEM-trained staff use humor and fun activities to captivate young minds. A live, interactive science demonstration augments textbook lessons. Throughout Discovery Cube, students can interact one on one at table-top learning stations where demonstrators impart a deeper level of science content, while presenting enthusiasm toward learning science.
  • Proven Impact – Evaluation by teachers report immediate improvement in student knowledge and motivation. Studies show that fieldtrips impact long-term retention of knowledge.
Program Long-Term Success 
By directing scholarships to low-income children, the long-term goal of this program is to inspire children to pursue a pathway out of poverty. The Bureau of Labor and Statistics projects that STEM employment will have the fastest growth rate over any other type of career path, with a growth rate of 13% between 2012 and 2022. Choosing a STEM based career can have many benefits such as: intellectually stimulating work, positive work environments, and higher wages, earning 26% more than non-STEM based careers (US Department of Commerce). This means that students who pursue STEM based educational paths and careers can expect to have a fulfilling career with a more-than livable wage. For those from low income backgrounds, STEM education is an effective tool towards ending the cycle of poverty. To create equity in STEM-careers we must create access to better STEM education for every child, no matter their race, gender, or income.
Program Success Monitored By 

Field trip scholarships serve 3,500 students from underserved Title I schools. On the day of their visit, teachers will be asked to complete a written survey to analyze the effectiveness of the program: how well the program was managed; if the program was age-appropriate for their students; if the students enjoyed the program; if they were engaged during the science demonstration; and if the pre-visit workshop and materials were helpful. At the end of the academic year (June) the results from these evaluations will be reviewed by the Education team to identify strengths and areas for improvement in the program.

Teachers completing evaluation forms say that a fieldtrip to Discovery Cube creates the connection and deeper understanding of science concepts learned in the classroom.  Thus, inspiring them achieve academic success, pursue higher education and a STEM-based career.
Examples of Program Success 

Letters from teachers and students affirm we are making a difference.

One student wrote:

“I will always remember what you guys showed me and you gave me more ideas of what happened. Thank you again for your generous donation to our school and allowing us to experience more stuff about the thing that we might not know about in our lives.”

A teacher wrote:

“WOW! What a TREAT! The Discovery Cube field trip was AMAZING! On behalf of all our awesome students, staff and Board of Directors, I would like to thank the Discovery Cube for the scholarships, and wonderful field trip, you so graciously provided for our participants. DC’s compassion for educating children and inspiring their scientific skills was remarkable! Everyone, staff included, had a wonderful learning experience and were fascinated by all the magnificent exhibits…Every academic and scientific hands-on experience was an adventure of a lifetime. Discovery Cube really knows how to ignite students curiosity by providing thrilling scientific exploration and creating memories for children that will last a lifetime. We appreciate your generosity, admire the Discovery Cube’s scientific and academic impact and the many contributions the Discovery Cube provides throughout our community. Thank you Discovery Cube!”

Professional Development Workshops for K-12 Teachers

These free programs include workshops led by Discovery Cube's  experienced instructors, grade-specific Next Generation Science Standards (NGSS)-based lessons for the classroom, and new curriculum is developed each year.

  • Training - Teachers are provided with at least 6 hours of training that provides them the skills and tools to teach NGSS, such as innovative STEM curriculum and interactive hands-on demonstrations to engage with their students. 
  • Field trips - Teachers are given field trip scholarships to bring their classrooms to Discovery Cube to reinforce the lessons that were taught in the workshops.  This provides additional real-life applications of STEM concepts.
  • Teachers' Night Out invites teachers to a free annual event to learn more about Discovery Cube’s programs, features community partners, offers training workshops, and grade-specific guides its exhibits.
Budget  $100,000.00
Category  Education, General/Other Teacher & Faculty
Population Served K-12 (5-19 years)
Program Short-Term Success 

Goals and Objectives:

  • Discovery Cube's Education team will develop challenging and engaging new curriculum and lesson plans based on Next Generation Science Standards.  Grade-specific hands-on demonstrations will also be created and taught so teachers can bring them back to the classroom to reinforce the new concepts.
  • Discovery Cube's experienced, credentialed instructors will provide at least six hours of training.  
  • A majority of teachers participating will increase their knowledge of science concepts and feel the confidence to begin implementing new lessons in their classrooms immediately.
Program Long-Term Success 

According to the California Science Teachers Association, one of the biggest misconceptions about the new Next Generation Science Standards (NGSS) is teachers are provided with curriculum and tools for instruction. Teachers report they feel under supported in their efforts to meet science standards. Additionally, the National Science Foundation, Science & Engineering Indicator states that only 39% of elementary school teachers feel very well prepared to teach science.

In order to aid teachers’ confidence in effectively teaching NGSS, Discovery Cube conducts professional development workshops to enhance classroom curriculum by helping connect and deepen students’ understanding of NGSS concepts. As a benefit of attending the workshops, teachers can bring their class to Discovery Cube for a free field trip. Field trips to science centers provide a supplemental learning opportunity to bridge the gap between classroom lessons and real-life application.
Program Success Monitored By 

The best judge of whether or not this program is a success is the teachers themselves. We asked them to evaluate whether or not this is a valuable program to them, and the response was an overwhelming “Yes!” – 100% of participants gave the workshops an A or A+ grade. Every teacher also responded that they would continue to use these new lessons in the coming years. Most report that they share the new lessons with fellow teachers, and that their students really enjoyed the new lessons.

Examples of Program Success 
Here is a sampling of some of the comments teachers have made on their evaluation forms:
  • “I used to skip pH lessons because I didn’t understand them. Now I do! Thank you!”
  • “Hands-on experiments create ‘buy in’ for teachers, who are more likely to conduct them with their students. Also, workshops allow teachers to ask questions and learn.”
  • “The hands-on activities are the most beneficial for me. It allows me to ask questions in order to clarify a concept right when we are doing them. This makes it easier to implement in my own class.”
  • “The classes are amazing. I love learning the content in a way that I can take back to my class and teach right away.”
  • “Our students were so excited for science lessons because they know it was going to be a fun learning experience. I just finished reorganizing all my supplies and am eager to share these activities with my new 5th graders! We’re very grateful to be among the first recipients!”

Education Fund

Each year, Discovery Cube serves approximately 200,000 students with direct educational programming. These programs are provided free or made affordable through donations. A gift to the Education Fund is directed where it is needed most. This includes subsidized field trips, outreach, and after school programs. It supports the Education team to develop new curriculum and programs to align with the latest standards – Common Core State Standards for math and English language arts, and Next Generation Science Standards. It supports creative solutions to community needs for STEM education.

Budget  $3,000,000.00
Category  Arts, Culture & Humanities, General/Other Museum Education
Population Served Children and Youth (0 - 19 years)
Program Short-Term Success 
Long term goals will be achieved by meeting the following objectives this year:
  • Provide Science Explorers field trips through low, subsidized fees for 68,000 students and teachers
  • Provide Science to Go outreach programs throughout Southern California free of charge to 180,000 students, and at low, subsidized fees to 40,000 students
  • Provide Rocket Launch and Pumpkin Launch (annual free community events) to over 6,000 children and their families to engage the whole family in fun STEM activities
Program Long-Term Success  The goals of the Education Fund are to engage students in voluntary learning, and promote an interest in higher education and careers in science and technology; deliver person-to-person and person-to-exhibit interactions resulting in deeper science content comprehension; encourage critical and scientific thinking skills, such as observing, comparing, contrasting, testing, analyzing, problem solving, and other vital skills; and address the educational needs of students with a wide range of learning styles, such as visual, auditory, and kinesthetic.
Program Success Monitored By 

The quality of the programs will be assessed through the following means:

  • Science Explorers field trips: Teachers complete a survey on the effectiveness of the program: was it age-appropriate for their students; were students engaged during the science demonstration; and if the pre-visit materials were helpful.
  • Science to Go and outreach programs: Students' knowledge is assessed at the start and end of the program to gauge learning. This is done with a show of hands or with electronic key pads which allows Discovery Cube to capture individual student responses in their computer. Teachers are also invited to evaluate the Discovery Cube instructor and the value of this program in enhancing their classroom instruction.
  • Free Community Events: Every year, we see growing registration numbers.  Many families mention they return year over year because their children have fun and want to test their new engineering designs for launching a rocket or a pumpkin.
Examples of Program Success  --

Permanent and Traveling Interactive Exhibits

Hands-on, interactive and fun! A family spends an average of four hours exploring our exciting permanent and temporary exhibits. DCOC has something for everyone in its 59,000 sq. ft. science center in Santa Ana. Permanent exhibits educate visitors about space exploration, aeronautics, the solar system, and our favorite planet Earth.  The Science of Hockey uses the thrill of hockey to educate about physics, reaction time, the science of sound, and the kinds of healthy nutrition, exercise and attitudes that every strong Anaheim Ducks player needs. We ask every guest to take the “Eco-Challenge!” by learning how to sort waste with our Race-to-Recycle exhibit; test their hazardous waste knowledge in the Eco-Garage, and be a healthy shopper in the Discovery Market. These exhibits will not just help children and families understand our world better, they’ll help change visitors daily habits.
Budget  $307,280.00
Category  Education, General/Other Extracurricular Math & Science
Population Served General/Unspecified
Program Short-Term Success 

Each year, over 536,000 visitors of all ages explore Discovery Cube’s engaging hands-on exhibits, including approximately 75,000 children and teachers on field trips. There are numerous studies which report the positive impact that hands-on exhibits have on learning. In “Science Centers as Learning Environments,” author Colin Johnson concluded that there is strong evidence that “learning in museums and science centers takes place in a wider world context which begins with the learner’s prior experience, takes in the interactive opportunities and –very importantly– the related programming activities provided by the center. Teachers as well as students learn from this process.”

Program Long-Term Success 

Exhibits and integrated programs will be focused on four core initiatives:

  • STEM Proficiency: Increase students’ and teachers’ proficiency in science, technology, engineering and math (STEM) to prepare students to successfully enter the workforce and become productive, problem-solving community members;
  • Environmental Stewardship: To create environmental stewards who conserve and protect our limited resources and put into practice the concepts of reduce, reuse, and recycle to become better champions for the environment;
  • Early Learning: Provide parents and guardians with knowledge and training to teach young children how to read, understand numbers and complex language, and achieve proficiency in school readiness skills;
  • Healthy Living: Educate families about the importance of nutrition and having an active lifestyle, while bringing awareness to health issues, such as diabetes and obesity.
Program Success Monitored By 

In some cases, the impact of exhibits have been evaluated by professional, third-party evaluators. In other cases, the evaluation may be as simple as asking visitors to complete an online survey developed by our staff. In all cases, the exhibits have accomplished their short-term goals to increase knowledge, and their long-term goals to impact attitudes and behaviors.

Examples of Program Success 

Discovery Cube has been designing, developing, installing and operating original permanent exhibits since 2003. Our latest exhibition area, “Eco-Challenge” (opened 2011), represents the most advanced exhibition to date. In June 2012, the Solid Waste Association of North America (SWANA) awarded a Silver Medal in Public Education to this exhibit. In a survey of visitors, 84% completed the game and of these, about 68% earned the coin – this goes to show that the game is challenging. Over 98% of children reported they learned something new. Conducted online months after their visit, families enthusiastically reported all the new actions they are taking to protect the environment as a result of what they learned in the exhibits.


CEO/Executive Director Mr. Joe Adams
CEO Term Start Feb 2003
CEO Email [email protected]
CEO Experience


CEO, Discovery Science Foundation 
President, Discovery Cube
2003 - Present

Joe Adams was appointed President of Discovery Cube in 2003. Known for his creativity, strategies and focus on operational excellence, Joe has grown the Center’s attendance by more than 160%, placing it in the top 25 science and technology centers in the U.S. He has diversified the organization by growing the educational outreach programs, which now rank in the top three in the nation.

Joe enjoys being creative and using his talents to educate and inspire children. He has created many “best in class” exhibits including Dino Quest, the Science of Hockey, the Boeing Rocket Lab and Discovery Cube’s newest permanent exhibit, Eco Challenge. During his tenure, Joe has significantly enhanced and expanded Discovery Cube's educational outreach programs.  Discovery Cube teachers now see over 220,000 students each year in their schools, making it the largest outreach program among science centers in California and third in the nation.

Before joining Discovery Cube, Joe worked for the Walt Disney Company, building and generating theme parks. He was involved with the design and construction of several attractions, restaurants and shops throughout the Disneyland Resort.  Joe holds a Bachelor of Science in mechanical engineering with an energy concentration from the University of Notre Dame and a Master of Business Administration from the University of California, Irvine. Joe was born in San Diego, California, but considers San Antonio, Texas, his hometown. He now lives in Capistrano Beach with his wife Mechelle, daughter Lisa and son Jack.

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
Brie Griset Smith Chief Development Officer --
Jim Phillips Chief Financial Officer --
Kellee Preston Chief Operations Officer --
Tina Rolewicz VP of Education --


Award Awarding Organization Year
Excellence in Museum Education - Futuros Radiantes (Bright Futures) Program CA Dept of Education Superintendent's Office 2015
National Medal of Service Institute for Museum and Library Services 2013
Ten Most Trustworthy Brands in Orange County OC Metro & The Values Institute 2012
Best Museum (Non Art) OC Weekly 2011
Readers Choice for Best Kid's Museum Parenting OC 2011
Readers Choice Best Kid's Museum Parenting OC 2010
Best Museum OC Hotlist 2009
Readers Choice Best Kid's Museum Parenting OC 2009
Best Museum OC Hotlist 2008
Nation's Best Science Centers, Top Twenty Parenting Magazine 2008


Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



  • California State University, Fullerton (CSUF)
  • California State University, Long Beach (CSULB)
  • California State University, Northridge (CSUN)
  • University of California, Irvine (UCI)
  • Chapman University
  • University of Notre Dame

Water/Environmental Education:

Discovery Cube has teamed with the following agencies. In all cases, we develop the curriculum, educational materials, book the assemblies/classroom laboratories, market the programs, evaluate and report on the results.

  • Municipal Water District of Orange County (MWDOC)
  • Irvine Ranch Water District (IRWD)
  • Golden State Water Company
  • County of Orange, Watershed and Coastal Resources Division
  • West Basin Municipal Water District
  • Upper San Gabriel Valley Municipal Water District
  • Orange County Waste & Recycling
  • Irvine Ranch Conservancy
  • Mission San Juan Capistrano
  • Santa Ana Zoo

Afterschool Programs for Youth:

  • THINK Together
  • Santa Ana Unified School District
  • Boys & Girls Club
  • Tiger Woods Learning Center

Staff Information

Number of Full Time Staff 88
Number of Part Time Staff 104
Number of Volunteers 271
Number of Contract Staff 0
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: 5
Asian American/Pacific Islander: 14
Caucasian: 69
Hispanic/Latino: 59
Native American/American Indian: 1
Other: 14
Other (if specified): --
Gender Female: 83
Male: 79
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Under Development
Years Strategic Plan Considers --
Management Succession Plan Yes
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 Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually

Government Licenses


CEO Comments


Foundation Comments



Board Chair Rick Baily
Board Chair Company Affiliation Community Leader
Board Chair Term -
Board Co-Chair Jeff Reeves
Board Co-Chair Company Affiliation Theodora Oringher
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Karen (Johnson) Cohoe Discovery Science Center Exofficio
Joe Adams Discovery Science Center NonVoting
Rick Baily Community Leader Voting
Jeff Benck Lantronix Voting
Andree Berengian Cie Digital Labs Voting
Jonathan Blum Tricon Global Restaurants Exofficio
Dan Bolar Bolar Hirsch & Jennings LLP Voting
Tim Collins TC Collins & Associates Voting
Michael Connolly Community Leader Voting
James Dierking Flour Corporation Voting
Kendra Doyel Ralphs Grocery Company Voting
Timothy Henderson Turnoutt, Inc. Voting
Emily Horowitz Horowitz Group Voting
Robert Howard Howard & Howard Inc Exofficio
Robert Ihrke Palmieri, Tyler, Wiener, Wilhelm & Waldron Exofficio
William Jacoby Community Leader Exofficio
Carl Jordan US Bank Voting
Amy Kavanaugh Taco Bell Corporation Voting
Karl Kreutziger CW Driver Companies Voting
Rich Linting Community Leader Voting
Steve Litchfield Community Leader Voting
Steve Marconi Folino Family Foundation Voting
Gregg Martin Community Leader Voting
Linda Mayer Community Leader Voting
Tom McDorman Western Digital Voting
Robert Myers Wells Fargo Voting
Cindy Omiya Capital Group Companies Voting
Doug Pasquale Capstone Enterprises Corporation Voting
Thomas Peckenpaugh Jackson, DeMarco & Peckenpaugh Exofficio
Honorable Miguel Pulido City of Santa Ana Voting
James "Walkie" Ray Sanderson J. Ray Development Voting
Jeffrey Reeves Theodora Oringher Voting
Maria Rigatti Southern California Edison Voting
David Rofsky Bank of America Voting
Greg Rohl Rohl LLC Voting
Stanton Rowe Edwards Lifesciences Corporation Voting
Mark Skaist Stradling, Yocca, Carlson & Rauth Voting
Del Stagg Ph.D. Community Leader Voting
Catherine Thyen Community Leader Exofficio
Tom Turner Orange County Department of Education Voting
Yasith Weerasuriya Stanbridge University 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: 2
Caucasian: 32
Hispanic/Latino: 1
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 6
Male: 29
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits --
Board Meeting Attendance % 73%
Written Board Selection Criteria Under Development
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 91%
Percentage of In-Kind Contributions 18%
Board Orientation Yes

CEO Comments


Foundation Comments


Standing Committees

  • Board Development / Board Orientation
  • Building
  • Capital Campaign
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance
  • Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
  • Technology


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 $13,643,255 $12,759,966 $13,117,931
Total Expenses $16,972,658 $15,771,951 $13,357,226

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$3,249,619 $2,097,434 $3,615,760
Government Contributions $210,000 $90,000 $-257,754
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $210,000 $90,000 $-257,754
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $6,483,793 $7,267,919 $6,731,513
Investment Income, Net of Losses $177,118 $95,866 $105,470
Membership Dues $1,976,278 $1,719,538 $1,626,677
Special Events $992,639 $1,006,263 $922,074
Revenue In-Kind $30,580 $93,674 $67,064
Other $523,228 $389,272 $307,127

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $12,721,776 $13,503,091 $11,415,037
Administration Expense $3,123,940 $1,057,840 $1,025,593
Fundraising Expense $1,126,942 $1,211,020 $916,596
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 0.80 0.81 0.98
Program Expense/Total Expenses 75% 86% 85%
Fundraising Expense/Contributed Revenue 25% 38% 21%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $70,990,585 $59,619,429 $64,504,056
Current Assets $21,737,943 $19,148,044 $22,659,004
Long-Term Liabilities $21,636,182 $17,667,917 $16,738,424
Current Liabilities $3,415,125 $3,877,815 $6,679,950
Total Net Assets $45,939,278 $38,073,697 $41,085,682

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 6.37 4.94 3.39

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 30% 30% 26%
Endowment Value --
Spending Policy N/A
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.