2026-05-07T14:38:59-05:00 2025-06-30 272956198 CHRISTY WHITE ASSOCIATES 348 OLIVE STREET SAN DIEGO CA 92103 990 2024-07-01 453866750 SAMUELI ACADEMY SAMU 7146190245 1575 E 17TH STREET SANTA ANA CA 92705 JOHN LUKER CFO 7146190200 2026-05-04 1 1 MARCY KEARNEY P02370487 6192708222 2026-05-04 2024 2025-03-06 01:10:19Z JOHN LUKER 1575 E 17TH STREET SANTA ANA CA 92705 18833549 0 X SAMUELIACADEMY.ORG X 2012 CA OPERATION OF A PUBLIC CHARTER SCHOOL SERVING STUDENTS IN GRADES 7 TO 12 IN ORANGE COUNTY. 6 6 150 30 0 0 17223351 18046529 123703 168167 197821 337804 0 0 17544875 18552500 13250 43000 0 0 9679201 9149230 0 0 354431 6029018 7426502 15721469 16618732 1823406 1933768 20420862 21632113 11084110 10361593 9336752 11270520 THE MISSION IS TO PROVIDE A TRANSFORMATIONAL LEARNING ENVIRONMENT TO COMMUNITY, UNDERSERVED AND FOSTER TEENS THAT OFFERS CONSISTENCY, STABILITY, SUPPORT, AND A COMMUNITY IN WHICH TO BELONG, THRIVE, AND GROW INTO SUCCESSFUL, INDEPENDENT ADULTS. 0 0 15174032 43000 168167 THE SAMUELI ACADEMY IS A PUBLIC CHARTER 7-12 GRADE SCHOOL IN SANTA ANA WITH 800 STUDENTS THAT PREPARES YOUTH FOR HIGHER EDUCATION AND A SELF-SUFFICIENT, HEALTH ADULT LIFE. SOME OF THE UNIQUE FEATURES OF THE SCHOOL ARE: AN INDIVIDUALIZED APPROACH TO ACADEMIC INSTRUCTION THAT UTILIZES A STEM AND PROJECT BASED LEARNING CURRICULUM; A 48 BED FOSTER YOUTH RESIDENTIAL PROGRAM; A WIDE ARRAY OF AFTERSCHOOL PROGRAM AND EXTRACURRICULAR ACTIVITIES TO PROVIDE STUDENTS WITH ADDITIONAL ACADEMIC SUPPORT; NUMEROUS ATHLETIC AND ARTS OPPORTUNITIES; AND PARTICIPATION IN CLASSROOM-BASED TRAINING AND REAL-LIFE EXPERIENCES TO PROVIDE YOUTH THE KNOWLEDGE AND TOOLS FOR SUCCESSFUL INDEPENDENT LIVING. 15174032 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 36 0 1 150 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X THE ORGANIZATION 7146190200 1575 E 17TH STREET SANTA ANA CA 92705 X CHRIS SCHEITHAUER CHAIR 1.00 X X 0 0 0 LIZ DORN PARKER VICE CHAIR/TREASURER 1.00 X X 0 0 0 RICHARD ARUM SECRETARY 1.00 X X 0 0 0 SANDI JACKSON FOUNDING BOARD CHAIR 1.00 1.00 X 0 0 0 SUSAN SAMUELI TRUSTEE 1.00 1.00 X 0 0 0 ROBERT SANTANA TRUSTEE 1.00 X 0 0 0 ANTHONY SABA EXECUTIVE DIRECTOR 40.00 X 324473 0 57536 JOHN LUKER CFO 18.00 22.00 X 0 310983 13224 LEE FLEMING HEAD OF SCHOOL 40.00 X 248810 0 56747 OSCAR LEONG DIRECTOR OF DEVELOPMENT 40.00 X 136850 0 0 ANTHONY POLIZZI TEACHER 40.00 X 114986 0 34363 KIMBERLY DAWSON CUMMINGS ASSISTANT HEAD OF SCHOOL 40.00 X 145365 0 38922 ALEXANDRA LOPEZ MARTINEZ ASSISTANT HEAD OF SCHOOL 40.00 X 148324 0 39603 CRISTALLE CALLIS TEACHER 40.00 X 113572 0 32928 1232380 310983 273323 14 0 1 0 SPECIALIZED THERAPY SERVICES 4204 ADAMS AVE STE A SAN DIEGO CA 92116 THERAPY SERVICES 281181 REVOLUTION FOODS 8393 CAPWELL DR STE 200 OAKLAND CA 94621 FOOD SERVICE 262897 FRESHLUNCHES INC DBA UNITY MEALS 19431 BUSINESS CTR DR STE 21 NORTHRIDGE CA 91324 FOOD SERVICE 208267 SNYDER LANGSTON 17962 COWAN IRVINE CA 92614 CONSTRUCTION 188956 ICLEAN COMMERCIAL CLEANING CORP 4540 CAMPUS DR 100 NEWPORT BEACH CA 92660 CLEANING SERVICES 184034 9 455757 16296430 1294342 115729 18046529 STUDENT ACTIVITIES 611710 168167 168167 168167 337804 337804 281049 455757 281049 0 18552500 168167 0 337804 43000 43000 304500 304500 6571827 6358725 213102 1356698 1352115 4583 623548 618576 4972 292657 273259 19398 1029273 989338 39935 45213 45213 67544 67544 375097 368491 6606 7763 1998 5765 389828 301446 33387 54995 496504 491860 4644 2298670 2298670 217363 216932 431 70528 70528 471318 471318 141555 141555 PROGRAM OPERATIONS 1700117 1700117 DONATED GOODS/SERVICES 115729 115729 16618732 15174032 1090269 354431 6967268 6788628 265522 297835 716867 1690489 327273 412286 3820823 2251602 1445566 1569221 2029976 1077981 784000 784000 7884390 9011673 20420862 21632113 828727 1041871 2091369 1684151 8164014 7635571 11084110 10361593 X 9336752 11270520 9336752 11270520 20420862 21632113 1933768 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7827635 2428455 968199 11224289 6511515 555881 760239 7827635 5901234 106870 503411 6511515 6632931 40500 -632447 139750 5901234 5748072 1161631 276772 6632931 0.72360 0.27640 0 1 1 906794 226524 680270 2851282 1962331 888951 62747 62747 0 1569221 RIGHT-OF-USE ASSET 7511673 ENDOWMENT FUNDS HELD IN TRUST 1500000 9011673 OPERATING LEASE LIABILITY 7635571 7635571 X 18552500 0 18552500 0 18552500 16618732 0 16618732 0 16618732 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR SCHOLARSHIPS AND CHARTER SCHOOL OPERATIONS. PART X, LINE 2: MANAGEMENT BELIEVES THAT THE ACADEMY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ACADEMY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS AVAILABLE ON THE SCHOOL'S WEBSITE AS WELL AS WITHIN THE SCHOOL'S CHARTER PETITION. SCHEDULE E, PART I, LINE 4 THE ORGANIZATION IS A TUITION-FREE PUBLIC CHARTER SCHOOL; THEREFORE, SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE NOT APPLICABLE. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES GOVERNMENTAL FUNDING FROM THE U.S. AND CALIFORNIA DEPARTMENTS OF EDUCATION. GALA 736806 455757 281049 281049 5 736806 455757 281049 281049 281049 0 1 EDUCATIONAL SCHOLARSHIPS 4 43000 PART I, LINE 2: FOR HIGHER EDUCATION SCHOLARSHIPS THE ORGANIZATION GIVES THE MONEY IN TWO INSTALLMENTS. UPON RECEIPT OF THE CLASS SCHEDULE FOR THE FALL SEMESTER, HALF OF THE SCHOLARSHIP IS DISTRIBUTED. UPON RECEIPT OF THE CLASS SCHEDULE FOR THE SPRING SEMESTER, THE REMAINING PORTION OF THE SCHOLARSHIP IS DISTRIBUTED. THE REVIEW OF THE CLASS SCHEDULE AND PERFORMANCE OF THE STUDENTS IS MANAGED BY THE ALIMNI DIRECTOR. X X X 0 0 0 0 0 0 1 0 0 ANTHONY SABA EXECUTIVE DIRECTOR 304473 0 20000 0 0 0 56774 0 762 0 382009 0 0 0 JOHN LUKER CFO 0 272983 0 33000 0 5000 0 2000 0 11224 0 324207 0 0 LEE FLEMING HEAD OF SCHOOL 233810 0 15000 0 0 0 46007 0 10740 0 305557 0 0 0 ALEXANDRA LOPEZ MARTINEZ ASSISTANT HEAD OF SCHOOL 144324 0 4000 0 0 0 28031 0 11572 0 187927 0 0 0 KIMBERLY DAWSON CUMMINGS ASSISTANT HEAD OF SCHOOL 141365 0 4000 0 0 0 28350 0 10572 0 184287 0 0 0 PART I, LINE 3 THE RELATED ORGANIZATION, ORANGEWOOD FOUNDATION, USES THE METHODS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 6 LISTED EMPLOYEES PAID BY ORANGEWOOD FOUNDATION RECEIVED A BONUS CONTINGENT ON THE FOUNDATION'S EARNINGS. EXECUTIVE OFFICERS ARE ELIGIBLE TO RECEIVE A BONUS, SUBJECT TO CRITERIA THAT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE FOUNDATION'S BOARD. JOE LOZOWSKI - OWNER OF TANGRAM INTERIORS BOARD MEMBER OF PARENT ORGANIZATION - ORANGEWOOD FOUNDATION 132839 FURNITURE AND EQUIPMENT PURCHASES 0 BOB ISTWAN - CO-INVESTOR IN SAMUELI PPA LLC BOARD MEMBER OF PARENT ORGANIZATION - ORANGEWOOD FOUNDATION 784000 SOLAR PURCHASE AGREEMENT 0 X 115729 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ADMINISTERED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. IF A CONFLICT ARISES THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSION AND VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT CONSULTANT IS HIRED TO PERFORM A MARKET REVIEW OF THE SALARIES OF THE CFO AND CEO. THE RESULTS OF THIS REVIEW ARE PRESENTED TO THE COMPENSATION COMMITTEE OF THE BOARD, WHICH APPROVES THE SALARIES AND ANY ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, NAME AND TITLE (2) JOHN LUKER IS THE CFO OF SAMUELI ACADEMY AND ORANGEWOOD FOUNDATION AND SPLITS HIS TIME BETWEEN BOTH ORGANIZATIONS. HIS COMPENSATION IS PAID THROUGH A SHARED SERVICES AGREEMENT AND IS LISTED AS MANAGEMENT EXPENSES ON THE BOOKS OF SAMUELI ACADEMY AND EMPLOYEE COMPENSATION ON THE BOOKS OF ORANGEWOOD FOUNDATION. HIS TOTAL COMPENSATION FOR BOTH ENTITIES IS LISTED HERE AND ON THE SAME SCHEDULE FOR ORANGEWOOD FOUNDATION. ORANGEWOOD FOUNDATION 1575 E 17TH ST SANTA ANA CA 92705 953616628 CHILDREN'S FOUNDATION CA 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 ORANGEWOOD FOUNDATION K 1431346 CASH ORANGEWOOD FOUNDATION O 1029273 CASH ORANGEWOOD FOUNDATION P 1029273 CASH