Nonprofit · EIN 45-3866750
SAMUELI ACADEMY
Tax-exempt · SANTA ANA, CA 92705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,552,500 | $16,618,732 | $1,933,768 | $21,632,113 | $10,361,593 | $11,270,520 |
| June 30, 2024 | 990 | $17,544,875 | $15,721,469 | $1,823,406 | $20,420,862 | $11,084,110 | $9,336,752 |
| June 30, 2023 | 990 | $15,857,966 | $14,219,647 | $1,638,319 | $20,075,816 | $12,562,470 | $7,513,346 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,046,529
- of which government grants
- $16,296,430
- Program service revenue
- $168,167
- Investment income
- $337,804
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $43,000
- Compensation of officers, directors and key employees
- $304,500
- Other salaries and wages
- $6,571,827
- Salaries, compensation and benefits (total)
- $9,149,230
- Professional fundraising fees
- $0
- Legal fees
- $45,213
- Accounting fees
- $67,544
- Occupancy
- $2,298,670
- Travel
- $217,363
- Depreciation
- $471,318
- Program services (functional)
- $15,174,032
- Management and general (functional)
- $1,090,269
- Fundraising (functional)
- $354,431
Balance sheet and other
- Total assets, start of year
- $20,420,862
- Total assets, end of year
- $21,632,113
- Total liabilities, end of year
- $10,361,593
- Net assets, end of year
- $11,270,520
- Land, buildings and equipment
- $1,569,221
- Net assets without donor restrictions
- $11,270,520
- Gross receipts
- $18,833,549
- Employees
- 150
- Volunteers
- 30
- Year formed
- 2012
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANTHONY SABA | EXECUTIVE DIRECTOR Officer | 40 | $324,473 | $0 | $57,536 |
| JOHN LUKER | CFO Officer | 18 | $0 | $310,983 | $13,224 |
| LEE FLEMING | HEAD OF SCHOOL Key employee | 40 | $248,810 | $0 | $56,747 |
| ALEXANDRA LOPEZ MARTINEZ | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $148,324 | $0 | $39,603 |
| KIMBERLY DAWSON CUMMINGS | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $145,365 | $0 | $38,922 |
| ANTHONY POLIZZI | TEACHER Highest-paid employee | 40 | $114,986 | $0 | $34,363 |
| CRISTALLE CALLIS | TEACHER Highest-paid employee | 40 | $113,572 | $0 | $32,928 |
| OSCAR LEONG | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $136,850 | $0 | $0 |
| CHRIS SCHEITHAUER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LIZ DORN PARKER | VICE CHAIR/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD ARUM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANDI JACKSON | FOUNDING BOARD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN SAMUELI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SANTANA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRIS SIMONSEN | CEO Officer | 1 | $0 | $366,393 | $16,946 |
| ANTHONY SABA | EXECUTIVE DIRECTOR Officer | 40 | $274,877 | $0 | $52,227 |
| JOHN LUKER | COO & CFO Officer | 5 | $0 | $294,898 | $16,828 |
| LEE FLEMING | HEAD OF SCHOOL Key employee | 40 | $204,390 | $0 | $48,662 |
| ALEXANDRA LOPEZ MARTINEZ | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $141,843 | $0 | $36,778 |
| PAMELA SHAMBRA | CAPITAL CAMPAIGN DIRECTOR Key employee | 40 | $160,749 | $0 | $9,691 |
| KIMBERLY DAWSON CUMMINGS | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $127,419 | $0 | $34,038 |
| ANTHONY POLIZZI | TEACHER Highest-paid employee | 40 | $112,270 | $0 | $31,327 |
| AGGIE AMBROSIO | SCHOOL PSYCHOLOGIST Highest-paid employee | 40 | $104,448 | $0 | $24,640 |
| OSCAR LEONG | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $108,153 | $0 | $0 |
| CHRIS SCHEITHAUER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LIZ DORN PARKER | VICE CHAIR/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD ARUM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANDI JACKSON | FOUNDING BOARD CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN SAMUELI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN BARUA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SANTANA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRIS SIMONSEN | CEO Officer | 1 | $0 | $347,726 | $11,926 |
| JOHN LUKER | COO & CFO Officer | 5 | $0 | $279,876 | $11,814 |
| ANTHONY SABA | EXECUTIVE DIRECTOR Officer | 40 | $231,240 | $0 | $44,846 |
| LEE FLEMING | HEAD OF SCHOOL Key employee | 40 | $165,300 | $0 | $41,284 |
| ALEXANDRA LOPEZ MARTINEZ | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $135,863 | $0 | $27,737 |
| KIMBERLY DAWSON CUMMINGS | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $123,619 | $0 | $34,328 |
| SHELLEY JUHL-OBRIEN | TEACHER Highest-paid employee | 40 | $116,029 | $0 | $23,949 |
| ANTHONY POLIZZI | TEACHER Highest-paid employee | 40 | $111,005 | $0 | $24,525 |
| CHRIS SCHEITHAUER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LIZ DORN PARKER | VICE CHAIR/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD ARUM | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SANDI JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN SAMUELI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN BARUA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SANTANA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1575 E 17TH ST, SANTA ANA, CA 92705-8506
- In care of
- % CHRIS SIMONSEN
- Principal officer (990 for 2024)
- JOHN LUKER, 1575 E 17TH STREET, SANTA ANA, CA 92705
- Signed the 990
- JOHN LUKER, CFO
- Phone
- (714) 619-0245
- Website
- SAMUELIACADEMY.ORG
- Return prepared by
- CHRISTY WHITE ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 45-3866750 or by the name SAMUELI ACADEMY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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.Expenses $15,174,032 · grants $43,000 · revenue $168,167
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-3866750
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $21,632,113
- Income (IRS master file)
- $18,833,549
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,552,500 | $16,618,732 | $21,632,113 | IRS |
| 990 | June 2024 | $17,544,875 | $15,721,469 | $20,420,862 | IRS |
| 990 | June 2023 | $15,857,966 | $14,219,647 | $20,075,816 | XML |
| 990 | June 2022 | $13,347,747 | $12,292,223 | $7,816,850 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-3866750).
Questions about SAMUELI ACADEMY
- What is the EIN of SAMUELI ACADEMY?
- The employer identification number (EIN) of SAMUELI ACADEMY is 45-3866750.
- Is SAMUELI ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SAMUELI ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAMUELI ACADEMY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAMUELI ACADEMY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMUELI ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAMUELI ACADEMY?
- The 990 for the year ended June 30, 2025 names JOHN LUKER.
- Who are the officers and directors of SAMUELI ACADEMY?
- The 990 for the year ended June 30, 2025 lists 14 people; 7 received compensation from the organization, the highest $324,473 (ANTHONY SABA, EXECUTIVE DIRECTOR).
- How much revenue does SAMUELI ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,552,500, expenses of $16,618,732 and total assets of $21,632,113 at year end.
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