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Nonprofiteer
← SAMUELI ACADEMY

Form 990 for tax year 2023

Filed by SAMUELI ACADEMY.

Totals

Total revenue
$17,544,875
Total expenses
$15,721,469
Contributions and grants received
$17,223,351
Grants paid
$13,250
Program service revenue
$123,703
Investment income
$197,821
Other revenue
$0
Total assets, end of year
$20,420,862
Total liabilities, end of year
$11,084,110
Net assets or fund balances, end of year
$9,336,752
Program services expenses (Part IX)
$14,279,368
Management and general expenses
$1,074,919
Fundraising expenses
$367,182
Program service expenses (Part III)
$14,279,368

Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRIS SCHEITHAUER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LIZ DORN PARKER

    VICE CHAIR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD ARUM

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SANDI JACKSON

    FOUNDING BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUSAN SAMUELI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUSAN BARUA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT SANTANA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY SABA

    EXECUTIVE DIRECTOR

    Total calculated
    $327,104
    From this org
    $274,877
    From related orgs
    $0
    Other
    $52,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,077
    Bonus
    $20,000
    Other
    $4,800
    Deferred
    $52,227
    Nontaxable benefits
    $0
    Filer's total
    $327,104

  • JOHN LUKER

    COO & CFO

    Total calculated
    $311,726
    From this org
    $0
    From related orgs
    $294,898
    Other
    $16,828
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,598 related
    Bonus
    $0 + $26,300 related
    Other
    $0
    Deferred
    $0 + $7,000 related
    Nontaxable benefits
    $0 + $9,828 related
    Filer's total
    $0 + $311,726 related

  • CHRIS SIMONSEN

    CEO

    Total calculated
    $383,339
    From this org
    $0
    From related orgs
    $366,393
    Other
    $16,946
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,393 related
    Bonus
    $0 + $50,000 related
    Other
    $0
    Deferred
    $0 + $7,000 related
    Nontaxable benefits
    $0 + $9,946 related
    Filer's total
    $0 + $383,339 related

  • LEE FLEMING

    HEAD OF SCHOOL

    Total calculated
    $253,052
    From this org
    $204,390
    From related orgs
    $0
    Other
    $48,662
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,390
    Bonus
    $15,000
    Other
    $0
    Deferred
    $38,834
    Nontaxable benefits
    $9,828
    Filer's total
    $253,052

  • PAMELA SHAMBRA

    CAPITAL CAMPAIGN DIRECTOR

    Total calculated
    $170,440
    From this org
    $160,749
    From related orgs
    $0
    Other
    $9,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,749
    Bonus
    $1,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,691
    Filer's total
    $170,440

  • OSCAR LEONG

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $108,153
    From this org
    $108,153
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ANTHONY POLIZZI

    TEACHER

    Total calculated
    $143,597
    From this org
    $112,270
    From related orgs
    $0
    Other
    $31,327
    Hours/week
    40

  • KIMBERLY DAWSON CUMMINGS

    ASSISTANT HEAD OF SCHOOL

    Total calculated
    $161,457
    From this org
    $127,419
    From related orgs
    $0
    Other
    $34,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,419
    Bonus
    $2,000
    Other
    $0
    Deferred
    $24,210
    Nontaxable benefits
    $9,828
    Filer's total
    $161,457

  • ALEXANDRA LOPEZ MARTINEZ

    ASSISTANT HEAD OF SCHOOL

    Total calculated
    $178,621
    From this org
    $141,843
    From related orgs
    $0
    Other
    $36,778
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,843
    Bonus
    $2,000
    Other
    $0
    Deferred
    $26,950
    Nontaxable benefits
    $9,828
    Filer's total
    $178,621

  • AGGIE AMBROSIO

    SCHOOL PSYCHOLOGIST

    Total calculated
    $129,088
    From this org
    $104,448
    From related orgs
    $0
    Other
    $24,640
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202521279349303582

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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