Civic Intelligence

The Legacy Fund

990 • Fiscal year 2024 • EIN 46-0504300

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 27, 2025

Organization ProfileN/A
1010 N Main StreetSanta Ana, CA 92701

(714) 560-0900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.59x

Higher debt load relative to assets than 77% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

6.99x

Higher debt load relative to revenue than 96% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$411,235

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

19th percentile

-1.8%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-3.7%

Faster revenue growth than 21% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$67,916,800

Down $1,263,677 (-1.8%) from 2023

Net Assets

Up

$27,858,080

Up $881,086 (+3.3%) from 2023

Liabilities

Down

$40,058,720

Down $2,144,763 (-5.1%) from 2023

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin71st percentile

Revenue

Down

$5,731,954

Down $219,255 (-3.7%) from 2023

Expenses

Down

$4,850,868

Down $341,521 (-6.6%) from 2023

Net Income

Up

$881,086

Up $122,266 (+16%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2012: $11,114,921Liabilities 2012: $7,101,167Net Assets 2012: $4,013,7542012Assets 2013: $10,937,922Liabilities 2013: $6,762,728Net Assets 2013: $4,175,1942013Assets 2014: $14,526,466Liabilities 2014: $4,107,023Net Assets 2014: $10,419,4432014Assets 2015: $23,060,698Liabilities 2015: $11,042,353Net Assets 2015: $12,018,3452015Assets 2016: $32,498,736Liabilities 2016: $18,730,042Net Assets 2016: $13,768,6942016Assets 2017: $33,074,239Liabilities 2017: $18,460,484Net Assets 2017: $14,613,7552017Assets 2018: $43,734,127Liabilities 2018: $27,725,950Net Assets 2018: $16,008,1772018Assets 2019: $42,662,835Liabilities 2019: $26,757,874Net Assets 2019: $15,904,9612019Assets 2020: $40,717,461Liabilities 2020: $25,585,290Net Assets 2020: $15,132,1712020Assets 2021: $63,728,929Liabilities 2021: $40,377,237Net Assets 2021: $23,351,6922021Assets 2022: $64,732,698Liabilities 2022: $38,514,524Net Assets 2022: $26,218,1742022Assets 2023: $69,180,477Liabilities 2023: $42,203,483Net Assets 2023: $26,976,9942023Assets 2024: $67,916,800Liabilities 2024: $40,058,720Net Assets 2024: $27,858,0802024

Highlighted filing

2024

Assets$67,916,800
Liabilities$40,058,720
Net Assets$27,858,080
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2012: $295,1502012Expenses 2013: $276,3142013Revenue 2014: $6,640,561Expenses 2014: $396,312Net Income 2014: $6,244,2492014Revenue 2015: $3,740,690Expenses 2015: $2,141,788Net Income 2015: $1,598,9022015Revenue 2016: $3,215,116Expenses 2016: $1,464,767Net Income 2016: $1,750,3492016Revenue 2017: $2,543,752Expenses 2017: $1,698,691Net Income 2017: $845,0612017Revenue 2018: $2,277,103Expenses 2018: $2,033,871Net Income 2018: $243,2322018Revenue 2019: $2,339,268Expenses 2019: $2,442,484Net Income 2019: -$103,2162019Revenue 2020: $2,351,490Expenses 2020: $3,124,280Net Income 2020: -$772,7902020Revenue 2021: $12,335,337Expenses 2021: $4,115,816Net Income 2021: $8,219,5212021Revenue 2022: $7,753,977Expenses 2022: $4,887,495Net Income 2022: $2,866,4822022Revenue 2023: $5,951,209Expenses 2023: $5,192,389Net Income 2023: $758,8202023Revenue 2024: $5,731,954Expenses 2024: $4,850,868Net Income 2024: $881,0862024

Highlighted filing

2024

Revenue$5,731,954
Expenses$4,850,868
Net Income$881,086
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 27, 2025
Return Version
2023v6.0
Gross Receipts
$5,731,954
Mission and Program Overview

Mission

To benefit the orange county school of the arts (ocsa) and the orange county school of the arts foundation.

To benefit the orange county school of the arts (ocsa) and the ocsa foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$55,918,822$55,794,531▼ $124,291
Cash and Non-Interest-Bearing Accounts$201,252$3,102,223▲ $2,900,971
Other Notes and Loans Receivable, Net$1,590,000$1,310,000▼ $280,000
Savings and Temporary Cash Investments$5,494,219$201,554▼ $5,292,665
Prepaid Expenses and Deferred Charges$80,597$62,959▼ $17,638
Total Assets$69,180,477$67,916,800▼ $1,263,677
Other Assets Total$5,895,587$7,445,533▲ $1,549,946
Liabilities
Mortgage Notes Payable Secured by Investment Property$35,742,220$33,495,679▼ $2,246,541
Other Liabilities$6,144,364$6,083,916▼ $60,448
Accounts Payable and Accrued Expenses$316,899$479,125▲ $162,226
Total Liabilities$42,203,483$40,058,720▼ $2,144,763
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,094,238$24,835,446▲ $1,741,208
Net Assets With Donor Restrictions$3,882,756$3,022,634▼ $860,122
Total Net Assets Fund Balance$26,976,994$27,858,080▲ $881,086
Total Liabilities and Net Assets / Fund Balance$69,180,477$67,916,800▼ $1,263,677

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$41,067,460$17,834,986$58,902,446
Land$12,918,591-$12,918,591
Other Land Buildings$1,808,402-$1,808,402
Equipment$78$732$810
Other Assets Org$6,734--
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleOtherTotal
Joyce ChristensenCFO (term Ended 7/10/23)$43,914$43,914

Board Members and Trustees

NameTitle
Bernard SchneiderPresident
Steve WagnerCEO & VP Operations
Cambria ClineSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Opacic Consulting GroupConsulting2222 N HELIOTROPE DR, Santa Ana, CA 92706$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$846,619
Program Service Revenue
$4,836,000
Investment Income
$49,335
Other Revenue
$0
All Other Contributions
$14,119
Change in Net Assets
$881,086

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,731,954
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,731,954
Total Revenue per Form 990
$5,731,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,850,868
Grants and Similar Amounts Paid$1,000,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,965,852--$1,965,852
Interest$1,160,861--$1,160,861
Grants to Domestic Orgs$1,000,000--$1,000,000
Occupancy$516,566--$516,566
Fees for Services Management-$144,000-$144,000
Other Expenses-$34,090-$34,090
Fees for Services Legal-$24,000-$24,000
Insurance-$5,499-$5,499
Total Functional Expenses$4,643,279$207,589$0$4,850,868

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,850,868
Total Expenses per Audited Statements$4,850,868
Total Expenses per Form 990$4,850,868
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Orange County School of the ArtsSanta Ana, CA501(c)3Education$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability - Operating$6,083,916
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“An agreement was signed on september 14, 2009 for a related party (ocsa) to perform property management, accounting and financial reporting for the legacy fund. A $2,000 fee is paid monthly for this service.”

Form 990, Part VI, Section A, Line 8B

“No committees have authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the organization's outside public accounting firm based on information provided by management. Once a draft of the return is available, it is reviewed by management with any changes or revisions incorporated into the filing. The revised return is then submitted to the board of directors for their review and approval prior to submitting to the irs.”

Form 990, Part VI, Section B, Line 12C

“Monitoring is performed regularly by the officers to identify potential conflicts of interest. Any question of a conflict is addressed with the board member, officer, or employee, who is required to disclose the existence of any financial interest and be afforded the opportunity to disclose all material facts to the board and executive director. If a conflict of interest is identified, the appropriate action is taken, including limitations to the individual's influence on related business matters.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Legacy Fund
EIN
46-0504300
Phone
7145600900
Address
1010 N MAIN STREET, SANTA ANA, CA 92701

Signing Officer

Name
Gregory Endelman
Title
COO
Phone
7145600900
Signed
2025-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Endelman
Formed
2004
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
4

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 E ROUTE 66, GLENDORA, CA 91740
Preparer
Wade Mcmullen
Phone
6268577300
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process for oversight and selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The fund qualifies as a tax exempt organization under the applicable sections of the internal revenue code section 501(c)(3) and california revenue and taxation code section 23701d. The fund has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the fund's continued qualification as a tax-exempt organization and whether there are unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required. The fund files informational returns in the u.s. Federal jurisdiction, and the state of california.”

Raw XML AppendixShowing 400 of 481 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RevenueAmt04836000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05494219
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0201554
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0846619
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01059228
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02839225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08516922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013307856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt055981
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt078752
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt078915
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt055628
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0318611
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt020497500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97660
IRS990ScheduleA/PublicSupportPY170Pct00.97710
IRS990ScheduleA/PublicSupportTotal170Amt013307856
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0846619
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01059228
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02839225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08516922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045862
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013307856
IRS990ScheduleA/TotalSupportAmt013626467
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt041067460
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017834986
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt058902446
IRS990ScheduleD/EquipmentGrp/BookValueAmt078
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0732
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0810
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04850868
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt012918591
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012918591
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06734
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt15759963
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21672102
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt36734
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGH-OF-USE LEASE ASSET - OPERATING
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM OCSA
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RENT RECEIVABLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01808402
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01808402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06083916
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY - OPERATING
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05731954
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER THE APPLICABLE SECTIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. THE FUND HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE FUND'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE FUND FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt055794531
IRS990ScheduleD/TotalBookValueOtherAssetsAmt07445533
IRS990ScheduleD/TotalExpensesPerForm990Amt04850868
IRS990ScheduleD/TotalLiabilityAmt06083916
IRS990ScheduleD/TotalRevenuePerForm990Amt05731954
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05731954
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04850868
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt01000000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ORANGE COUNTY SCHOOL OF THE ARTS
IRS990ScheduleI/RecipientTable/RecipientEIN0330891574
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01010 N MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA ANA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092701
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt068322
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0277052
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt065861
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVE WAGNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & VP OPERATIONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0411235
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ORANGE COUNTY SCHOOL OF THE ARTS DETERMINES THE EXECUTIVE DIRECTOR'S PAY. THE PAY IS DETERMINED BASED ON DATA PROVIDED BY EXTERNAL CHARTER MANAGEMENT ORGANIZATIONS AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN AGREEMENT WAS SIGNED ON SEPTEMBER 14, 2009 FOR A RELATED PARTY (OCSA) TO PERFORM PROPERTY MANAGEMENT, ACCOUNTING AND FINANCIAL REPORTING FOR THE LEGACY FUND. A $2,000 FEE IS PAID MONTHLY FOR THIS SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE BOARD MEMBER, OFFICER, OR EMPLOYEE, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ORANGE COUNTY SCHOOL OF THE ARTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OCSA FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CALIFORNIA SCHOOL OF THE ARTS - SAN GABRIEL VALLEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0330891574
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1330377341
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2813919990
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FUNDRAISING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01010 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11010 N MAIN STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21401 HIGHLAND AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA ANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SANTA ANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2DUARTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd192701
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd291010
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,916,800
Liabilities
$40,058,720
Net assets
$27,858,080
Revenue
$5,731,954
Expenses
$4,850,868
Net income
$881,086
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.9$40.1$27.9$5.73$4.85$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.2$42.2$27.0$5.95$5.19$0.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.7$38.5$26.2$7.75$4.89$2.87
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.7$40.4$23.4$12.3$4.12$8.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.7$25.6$15.1$2.35$3.12$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.7$26.8$15.9$2.34$2.44$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.7$27.7$16.0$2.28$2.03$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.1$18.5$14.6$2.54$1.70$0.85
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.5$18.7$13.8$3.22$1.46$1.75
2015Detailed filing. Detailed filing data is available for this year.$23.1$11.0$12.0$3.74$2.14$1.60
2014Detailed filing. Detailed filing data is available for this year.$14.5$4.11$10.4$6.64$0.40$6.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$6.76$4.18$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$7.10$4.01$0.30