ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION

EIN: 330377341 501(c)(3) Education

SANTA ANA, CA

Total Revenue
$6,607,344
Total Expenses
$5,956,724
Total Assets
$4,669,903
Net Assets
$3,808,642
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
CA
Principal Officer
TEREN SHAFFER
Phone
7145600900
Tax Period
2024-07-01 to 2025-06-30

ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION, founded in 1988, is a community nonprofit in the Education sector that reported $6.6M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $6.0M left a modest 10% surplus.

Mission

THE ORANGE COUNTY HIGH SCHOOL OF THE ARTS FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION WHOSE SPECIFIC AND PRIMARY PURPOSE IS TO RAISE FUNDS FOR THE BENEFIT OF THE ORANGE COUNTY HIGH SCHOOL OF THE ARTS.

Program Service Accomplishments

Program 1
Expenses: $2,409,226 Revenue: $815,862

OCSA FOUNDATION HAS VARIOUS CEREMONIES AND FUNCTIONS THAT PROVIDE OPPORTUNITIES FOR APPROXIMATELY 1,000 STUDENTS TO PERFORM THEIR ARTISTIC SKILLS THROUGHOUT THE YEAR.

Program 2
Expenses: $1,150,957 Revenue: $0

CONTRIBUTION TO ORANGE COUNTY SCHOOL OF THE ARTS.

Program 3
Expenses: $1,030,500 Revenue: $0

CONTRIBUTION TO THE LEGACY FUND STUDENTS FIRST CAPITAL CAMPAIGN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,054,447
Program Service Revenue $815,862
Investment Income $66,619
Other Revenue $-329,584
TOTAL REVENUE $6,607,344

Expense Breakdown

Grants Paid $2,249,802
Salaries & Benefits $2,428,888
Fundraising Expenses $785,236
Program Expenses $4,590,683
Other Expenses $1,278,034
TOTAL EXPENSES $5,956,724

Year-over-Year Comparison

2024 2023 Change
Revenue $6,607,344 $4,691,462 +0.4%
Expenses $5,956,724 $5,520,027 +0.1%
Net Income $650,620 $-828,565 -1.8%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
30
Independent Members
28
Employees
N/A
Volunteers
45

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
9
$563,373
Total Directors
30
$563,373
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TEREN SHAFFER PRESIDENT AND CEO 24.00
Officer Director
$0 $75,880 $398,841
STEVE WAGNER FORMER VP OF OPS. (END JUNE 2024) 6.00
$0 $32,137 $215,329
GREGORY ENDELMAN VP OF OPERATIONS (AS OF JULY 2024) 6.00
Officer Director
$0 $23,501 $164,532
JASON HERTHEL BOARD CHAIR 2.00
Officer Director
$0 $0 $0
MICHAEL LAVEN VICE CHAIR, FINANCE 2.00
Officer Director
$0 $0 $0
KIMBERLEY LAKES PHD VICE CHAIR, HUMAN CAPITAL 2.00
Officer Director
$0 $0 $0
EOIN L KREDITOR JD VICE CHAIR, LEGACY GIVING 2.00
Officer Director
$0 $0 $0
JENNIFER STERNSHEIN SECRETARY 2.00
Officer Director
$0 $0 $0
KEVIN TIBER TREASURER 2.00
Officer Director
$0 $0 $0
HALIM DHANIDINA BOT REPRESENTATIVE 2.00
Officer Director
$0 $0 $0
LISA ARGYROS DIRECTOR 2.00
Director
$0 $0 $0
JIM BERGMAN DIRECTOR 2.00
Director
$0 $0 $0
LISA BRENNAN DIRECTOR 2.00
Director
$0 $0 $0
ALBERT BUSHALA DIRECTOR 2.00
Director
$0 $0 $0
MIAAD BUSHALA DIRECTOR 2.00
Director
$0 $0 $0
BRUCE E CHAPMAN DIRECTOR 2.00
Director
$0 $0 $0
JIM CONROY DIRECTOR 2.00
Director
$0 $0 $0
JULIA FELDMAN DIRECTOR 2.00
Director
$0 $0 $0
LAMIA GABAL DIRECTOR 2.00
Director
$0 $0 $0
JULIE GARN DIRECTOR 2.00
Director
$0 $0 $0
BRYAN GIGLIA DIRECTOR 2.00
Director
$0 $0 $0
JASON GWIN DIRECTOR 2.00
Director
$0 $0 $0
GILLIAN HAYES DIRECTOR 2.00
Director
$0 $0 $0
STEVEN HO DIRECTOR 2.00
Director
$0 $0 $0
MARTIN HOWARD DIRECTOR 2.00
Director
$0 $0 $0
JENNIE LYNN JOHANSON-MAYA DIRECTOR 2.00
Director
$0 $0 $0
PATRICIA JUAREZ DIRECTOR 2.00
Director
$0 $0 $0
MICHAEL LE DIRECTOR 2.00
Director
$0 $0 $0
LEE RUNNELS DIRECTOR 2.00
Director
$0 $0 $0
DON STEINER DIRECTOR 2.00
Director
$0 $0 $0
CHRISTINE WALKER-BOWMAN DIRECTOR 2.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $6,607,344 $5,956,724 $4,669,903 $650,620
2024 $4,691,462 $5,520,027 $3,822,087 $-828,565
2023 $5,393,216 $5,308,121 $3,175,272 $85,095
2022 $7,117,184 $6,960,069 $3,015,604 $157,115
2021 $3,226,084 $2,642,807 $3,071,481 $583,277
2020 $2,588,268 $3,306,576 $2,441,397 $-718,308
2019 $3,482,249 $3,395,486 $3,051,014 $86,763
2018 $3,516,830 $2,628,588 $2,904,718 $888,242
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ORANGE COUNTY SCHOOL OF THE ARTS FOUNDATION with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.