PLATINUM2023

Arts Orange County

Dedicated to our mission of building appreciation of, participation in, and support for the arts and arts education throughout Orange County

aka ArtsOC   |   Irvine, CA   |  http://artsoc.org
GuideStar Charity Check

Arts Orange County

EIN: 33-0668009


Mission

Arts Orange County is the leader in building appreciation of, participation in and support for the arts and arts education throughout Orange County, California.

Ruling year info

1995

Principal Officer

Mr. Richard Stein

Main address

17620 Fitch Avenue, Suite 255

Irvine, CA 92614 USA

Show more contact info

EIN

33-0668009

Subject area info

Arts and culture

Arts councils

Population served info

Adults

Families

People of Latin American descent

Economically disadvantaged people

Unemployed people

Show more populations served

NTEE code info

Arts Council/Agency (A26)

Other Art, Culture, Humanities Organizations/Services N.E.C. (A99)

What we aim to solve

SOURCE: Self-reported by organization

Arts Orange County operates traditional arts council programs and provides consulting and project management services to the field. As the leading advocate for the arts in Orange County, it focuses strongly upon building public will that results in increased resources for the sector. COVID-19 magnified the need and Arts Orange County pivoted to advocate vigorously on the federal, state and local level, resulting in more than $7.7 million in relief funds being made available to artists and arts organizations. Arts Orange County distributed directly more than $2.1 million of that amount through an OC Arts and Culture Resilience Fund it created in collaboration with the Orange County Community Foundation and under contract with the County of Orange.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Orange County Imagination Celebration

A month-long festival of free and low-cost arts experiences for children and families in Orange County, California, celebrating its 34th Anniversary in 2019.

Population(s) Served
Families

In 2012, through a grant from The James Irvine Foundation, Arts Orange County initiated this two day festival of arts for underserved children and families.  More than 30 distinct arts experiences are offered, including performances by children, community members and professional artists, along with hands-on workshops and other creative opportunities in the visual arts, literary arts, spoken word and theatre.  The festival currently attracts more than 10,000 attendees annually and is held at OC Fair & Event Center.

Population(s) Served
Economically disadvantaged people
People of Latin American descent

Orange County's comprehensive arts & cultural events resource includes hundreds of events listings at more than 600 venues and producing/presenting organizations.

Population(s) Served
Adults

The Creative Edge Lecture features prominent thought-leaders on the subject of creativity in all human endeavor.  Past speakers have included U.S. Poet Laureate Juan Felipe Herrera, U.S. Poet Laureate Joy Harjo, Daniel H. Pink, Sir Ken Robinson, Randy Nelson, Tom Kelley, John Maeda, Sarah Lewis and Charles Limb.  It is presented in collaboration with the Orange County Department of Education and 4th District PTA.

Population(s) Served
Adults

Begun in 2015 through a pilot grant from the California Arts Council (CAC), this project is a collaboration between Arts Orange County and Heroes Hall Veterans Museum at OC Fair & Event Center.  Veterans are recruited through visits to group homes and through communications issued by a variety of local veterans service organizations.  Participants attend six weekly workshops in which they are encouraged to share their stories. These are organized & crafted into an evening of theatre in which most of the participants appear on stage to tell their stories. The program is supported in part through grants from California Arts Council, Heroes Hall Veterans Foundation, The William Gillespie Foundation and Orange County Community Foundation.

Population(s) Served
Veterans
Unemployed people

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of free participants in conferences

This metric is no longer tracked.
Totals By Year
Population(s) Served

Work status and occupations

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Total number of conferences held

This metric is no longer tracked.
Totals By Year
Population(s) Served

Work status and occupations

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of competition winners declared

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adolescents

Related Program

Orange County Imagination Celebration

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Total number of free admissions

This metric is no longer tracked.
Totals By Year
Population(s) Served

People of Latin American descent, Children and youth, Adults

Related Program

Dia del Nino/Day of the Child

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Includes virtual

Total number of free performances given

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Children and youth, People of Latin American descent

Related Program

Dia del Nino/Day of the Child

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Includes virtual

Number of works exhibited temporarily

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, Children and youth

Related Program

Orange County Imagination Celebration

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of different periodicals published

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Both are digital

Number of entities served by expertise

This metric is no longer tracked.
Totals By Year
Population(s) Served

Work status and occupations

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of professional artists employed

This metric is no longer tracked.
Totals By Year
Population(s) Served

People of Latin American descent

Related Program

Dia del Nino/Day of the Child

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Arts Orange County is committed to sustaining all of its current programs and activities, however, it is pursuing a new initiative that is intended to transform the funding landscape for all of the arts throughout Orange County: "Re-Create: The Orange County Arts & Arts Education Sustainability Initiative." Its purpose is to address the entire lack of public funding for the arts in Orange County as well as to revitalize private philanthropy for the arts, which eroded considerably during COVID. The initiative will require significant investment of time and effort by ArtsOC's Board and staff, and will take place over the period of three to five years. Additionally, ArtsOC is firmly committed to achieving and promoting racial and cultural equity internally and within the overall arts community, and in 2020 established a Board task force, a racial & cultural equity statement and plan, and has implemented several objectives within the plan to date. This included the appointment of ten new Board members in 2020-21, bringing ArtsOC's Board composition in line with the diverse demographics of Orange County's general population.

Arts Orange County benefits greatly from having stability and diversity among its Board and staff, which represent a broad spectrum of interests, knowledge and skills. The "Re-Create" initiative will be the first time that all of these human resources will be mobilized together to work in a singular effort. Seed funding already obtained is enabling ArtsOC to begin its planning process, and additional grants and private philanthropy are being sought to make possible successive phases of the effort. The endeavor is being carefully and methodically pursued in order to lay the groundwork for success.

The initial phase of the "Re-Create" initiative achieved new urgency and success as a result of COVID, prompting vigorous advocacy efforts that led to significant new investments of public funding in the arts sector. It reinforced with government and the business community that ArtsOC is both the natural organization to be shepherding these efforts and regranting fund and is capable of doing so with the professionalism and accountability required. While the funds secured and administered were specific relief for COVID impacts, the groundwork has been established for there to be a continuing role for ArtsOC to serve in this capacity and a continued compelling case for the funds being made available for it to do so.

In 2020, the California Arts Council contracted with ArtsOC, and the County of Orange and City of Santa Ana contracted with ArtsOC's OC Arts & Culture Resilience Fund for the distribution of more than $1 million in COVID relief grants to artists, nonprofit arts organizations and arts-related businesses. In 2021, the County of Orange contracted with ArtsOC to manage and distribute an addition $1 million in COVID relief to the arts community.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback

Financials

Arts Orange County
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

31.46

Average of 15.52 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

12.4

Average of 7.1 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

8%

Average of 11% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Arts Orange County

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Arts Orange County

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Arts Orange County

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Arts Orange County’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

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Business model indicators

Profitability info 2017 2018 2020 2021 2022
Unrestricted surplus (deficit) before depreciation -$4,194 $11,593 -$10,811 $81,973 $74,949
As % of expenses -0.9% 2.3% -2.0% 12.7% 10.6%
Unrestricted surplus (deficit) after depreciation -$4,194 $11,593 -$10,811 $81,973 $74,949
As % of expenses -0.9% 2.3% -2.0% 12.7% 10.6%
Revenue composition info
Total revenue (unrestricted & restricted) $470,231 $507,887 $515,432 $726,931 $778,621
Total revenue, % change over prior year -7.9% 8.0% 0.0% 41.0% 7.1%
Program services revenue 19.0% 25.6% 28.5% 26.5% 40.3%
Membership dues 5.3% 2.9% 5.0% 4.5% 4.0%
Investment income 0.1% 1.0% 0.7% 0.4% 0.3%
Government grants 15.8% 15.8% 13.5% 25.0% 17.0%
All other grants and contributions 59.8% 54.6% 52.9% 43.7% 38.3%
Other revenue 0.0% 0.0% -0.6% 0.0% 0.0%
Expense composition info
Total expenses before depreciation $461,894 $497,264 $530,490 $646,820 $705,858
Total expenses, % change over prior year 0.7% 7.7% 0.0% 21.9% 9.1%
Personnel 41.1% 39.4% 44.6% 42.6% 48.0%
Professional fees 9.5% 4.8% 0.0% 0.7% 0.8%
Occupancy 8.3% 5.4% 5.2% 4.0% 4.1%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 41.1% 50.5% 50.2% 52.7% 47.1%
Full cost components (estimated) info 2017 2018 2020 2021 2022
Total expenses (after depreciation) $461,894 $497,264 $530,490 $646,820 $705,858
One month of savings $38,491 $41,439 $44,208 $53,902 $58,822
Debt principal payment $0 $0 $0 $28,800 $0
Fixed asset additions $0 $0 $0 $0 $0
Total full costs (estimated) $500,385 $538,703 $574,698 $729,522 $764,680

Capital structure indicators

Liquidity info 2017 2018 2020 2021 2022
Months of cash 7.4 9.0 12.1 10.5 12.4
Months of cash and investments 13.1 14.7 17.5 16.3 17.5
Months of estimated liquid unrestricted net assets 10.2 9.7 12.8 12.1 12.3
Balance sheet composition info 2017 2018 2020 2021 2022
Cash $283,213 $371,688 $532,909 $566,730 $727,807
Investments $221,202 $236,337 $242,590 $311,699 $301,987
Receivables $132,591 $54,750 $204,575 $148,377 $22,420
Gross land, buildings, equipment (LBE) $39,152 $0 $39,152 $39,152 $0
Accumulated depreciation (as a % of LBE) 100.0% 0.0% 100.0% 100.0% 0.0%
Liabilities (as a % of assets) 4.4% 4.2% 17.9% 7.0% 3.1%
Unrestricted net assets $392,238 $403,831 $567,596 $649,569 $724,518
Temporarily restricted net assets $91,202 $106,337 N/A N/A N/A
Permanently restricted net assets $130,000 $130,000 N/A N/A N/A
Total restricted net assets $221,202 $236,337 $242,590 $311,699 $301,987
Total net assets $613,440 $640,168 $810,186 $961,268 $1,026,505

Key data checks

Key data checks info 2017 2018 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Principal Officer

Mr. Richard Stein

Richard Stein - A forty year veteran theatre artist and arts administrator, Rick was on the earliest committee formed to inaugurate an arts council for Orange County, in 1989. Prior to his appointment at Arts Orange County in August, 2008, Rick transformed the Laguna Playhouse in Laguna Beach into a major resident professional theatre over the course of 17 years as its Executive Director, growing it from an annual budget of $700,000 to $7 million, and producing more than 100 plays, including two national touring productions. There he also directed many notable productions, including several premieres. Rick came to Orange County in 1987 to serve as Managing Director of the Grove Shakespeare Festival in Garden Grove following a five year stint as Director of Lincoln Theater at the University of Hartford (Connecticut). He holds degrees from Columbia and Syracuse Universities and returned to Columbia for post-graduate study on a National Endowment for the Humanities summer fellowship. Rick was sent to Korea on a cultural exchange by the International Theatre Institute-US, has served on the executive committee of the League of Resident Theatres, and has been a contributing writer to AMERICAN THEATRE magazine. He’s a past Chair of the John Wayne Airport Arts Commission, past President of the Association of Fund Raising Professionals-Orange County Chapter, and past co-Chair (twice) of National Philanthropy Day-Orange County. He is Immediate Past President of California Arts Advocates and Californians for the Arts, statewide organizations promoting the interests of the arts community. He has been a guest lecturer at University of California, Irvine, California State University, Fullerton, and California State University, Long Beach, and was a commencement keynote speaker at the Laguna College of Art and Design. He has served as a panelist or site visitor for the National Endowment for the Arts, New England Foundation for the Arts, California Arts Council, Western States Arts Federation, Los Angeles County Arts Commission, City of Los Angeles Department of Cultural Affairs, Riverside Arts Council, Fund for the Arts of  Louisville, Kentucky, and the Connecticut Commission on the Arts, for which he also produced its State Arts Awards. Although his career has largely been in the theatre, Rick’s first post after finishing graduate school was as Executive Director of a local arts agency, Oswego County Council on the Arts, located in Fulton, New York.

Number of employees

Source: IRS Form 990

Arts Orange County

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Arts Orange County

Board of directors
as of 10/24/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Rick Smetanka

Partner-in-Charge, Audit & Business Advisory Services Group, Haskell & White LLP

Term: 2013 -

Rick Smetanka

Partner-in-Charge, Audit & Business Advisory Services Group, Haskell & White LLP, Irvine

Susan K. Hori

Partner, Manatt, Phelps & Phillips LLP, Costa Mesa

John Forsyte

President, Orange County’s Pacific Symphony, Santa Ana

Robert J. Klein

First Vice President-Investments, Wells Fargo Advisors, Newport Beach

Mary Lyons

Community Volunteer

Paula Tomei

Managing Director, South Coast Repertory, Costa Mesa

Tim Shaw

Tiffany Ana Lopez

Dean, University of California, Irvine-Claire Trevor School of the Arts

Al Mijares

Orange County Superintendent of Schools

Ellen Breitman

Retired Education Curator, Newport Harbor Art Museum (now Orange County Museum of Art)

Thuy Vo Dang

Assistant Professor, University of California, Los Angeles

Sara Guerrero

Founder & Artistic Director, Breath of Fire Latina Theatre Ensemble

Jerry Mandel

President, Irvine Barclay Theatre

Ernesto Maldonado

Vice President Specialized Banking/Head of Third Party Escrow, Enterprise Bank & Trust

Mechelle Lawrence Adams

Executive Director, Mission San Juan Capistrano

Debora Wondercheck

Arts & Learning Conservatory

Tina Van Dam

Managing Attorney, Manning Gross + Massenburg, Irvine

Edmund Velasco

President, Orange County Musicians Union, Local 7, American Federation of Musicians

Jennifer Frias

Director/Curator, Nicholas & Lee Begovich Gallery, California State University, Fullerton

G. Patrick Gandy

Founder & Executive Producer, The Silence is Broken

Monica Guillena, MSW

Administrative Director, Hispanic Education Endowment Fund

Kim Le

Owner, Pacific Conservatory & Executive Director, Pacific Foundation for the Arts

Harish Murthy

Executive Director, Ektaa Center

Jacque Tahuka Nunez

Owner, Journeys to the Past

Cheer Pan

Executive Director, Pan America Chinese Dance Alliance & Director of Cultural Engagement, South Coast Chinese Cultural Center

Marlene Pena-Marin

Artistic Director, Relámpago del Cielo Grupo Folklórico & Director, Ballet Folklórico Dance Conservatory, Orange County School of the Arts

P. Alberto Sandoval

Senior Director, Community and Government Relations, University of California, Irvine

Walter Yenkosky

Chief Operating Officer, OC Music & Dance

Marleena Barber

Director, Orange County Arts and Disability & Consultant, Orange County Department of Education

Logan Crow

Executive Director, The Frida Cinema

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 2/19/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender
Sexual orientation
Heterosexual or Straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

Transgender Identity

Sexual orientation

Disability

We do not display disability information for organizations with fewer than 15 staff.

Equity strategies

Last updated: 06/29/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We measure and then disaggregate job satisfaction and retention data by race, function, level, and/or team.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.