ORANGE COUNTY'S UNITED WAY

EIN: 330047994 501(c)(3) Philanthropy & Grantmaking

IRVINE, CA

Total Revenue
$36,612,367
Total Expenses
$31,249,732
Total Assets
$38,670,255
Net Assets
$33,308,830
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1940
Legal Domicile
CA
Phone
9496607600
Tax Period
2024-07-01 to 2025-06-30

ORANGE COUNTY'S UNITED WAY, founded in 1940, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $36.6M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $31.2M left a modest 15% surplus.

Mission

TO IMPROVE LIVES IN ORANGE COUNTY BY DELIVERING MEASURABLE LONG-TERM SOLUTIONS TO COMPLEX ISSUES IN EDUCATION, FINANCIAL STABILITY, AND HOUSING. ORANGE COUNTY UNITED WAY (ocuw) IS COMMITTED TO BREAKING BARRIERS AND IMPROVING LIVES FOR EVERYONE WHO LIVES HERE. THOUGH OUR KEY INITIATIVES - UNITED FOR STUDENT SUCCESS, UNITED FOR FINANCIAL SECURITY, AND UNITED TO END HOMELESSNESS - WE ARE WORKING TO ENSURE LOCAL STUDENTS SUCCEED, OC FAMILIES GAIN FINANCIAL SECURITY, AND OUR UNHOUSED NEIGHBORS FIND A PLACE TO CALL HOME. WE ALSO OFFER VITAL SUPPORT VIA 2-1-1 ORANGE COUNTY (211OC) OUR KEY SERVICE THAT CONNECTS THOUSANDS OF RESIDENTS WITH HEALTH AND HUMAN SERVICE RESOURCES. TO LEARN MORE OR DISCOVER HOW YOU CAN HELP, VISIT UNITEDWAYOC.ORG OCUW IS A STANDALON, INDEPENDENT 501(C)(3) NONPROFIT ORGANIZATION.

Program Service Accomplishments

Program 1
Expenses: $15,917,337

ORANGE COUNTY UNITED WAY IS COMMITTED TO ENSURING LOCAL STUDENTS SUCCEED, OC FAMILIES GAIN FINANCIAL SECURITY, OUR UNHOUSED NEIGHBORS FIND A PLACE TO CALL HOME, AND EVERYONE GETS CONNECTED TO THE...

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ORANGE COUNTY UNITED WAY IS COMMITTED TO ENSURING LOCAL STUDENTS SUCCEED, OC FAMILIES GAIN FINANCIAL SECURITY, OUR UNHOUSED NEIGHBORS FIND A PLACE TO CALL HOME, AND EVERYONE GETS CONNECTED TO THE ASSISTANCE THEY NEED. WE SERVE HUNDREDS OF THOUSANDS OF OUR RESIDENTS BY DELIVERING CRUCIAL PROGRAMS AND SERVICES DIRECTLY TO OUR COMMUNITIES. OUR UNIQUE APPROACH COMES FROM AN UNDERSTANDING THAT ORANGE COUNTY'S MOST CRITICAL ISSUES ARE INTER-RELATED, AND WE MUST TACKLE THEM IN AN INTERCONNECTED WAY TO PROVIDE LONG-TERM SOLUTIONS THAT BREAK THE CYCLE. THIS INFORMS THE WORK WE FOCUS ON THROUGH OUR KEY INITIATIVES AND KEY SERVICE: UNITED FOR STUDENT SUCCESS AIMS TO ENSURE LOCAL STUDENTS RECEIVE THE SUPPORT THEY NEED TO STAY ON TRACK IN SCHOOL AND GRADUATE ON TIME READY FOR COLLEGE, CAREER, AND LIFE. PROGRAM OFFERINGS: . DESTINATION GRADUATION AIMS TO INCREASE THE HIGH SCHOOL GRADUATION RATE BY HELPING BOTH STUDENTS AND PARENTS UNDERSTAND THAT HIGHER EDUCATION IS ATTAINABLE AND ACCESSIBLE, REGARDLESS OF BACKGROUND. OFFERINGS INCLUDE EXCITING COLLEGE AND CAREER EXPLORATION, FINANCIAL AID AND SCHOLARSHIP OPPORTUNITIES, COLLEGE FIELD TRIPS, APPLICATION SUPPORT, LEADERSHIP SKILLS, AND MORE. . YOUTH CAREER CONNECTIONS OFFERS WORK-BASED LEARNING OPPORTUNITIES THAT INFUSE CLASSROOM CURRICULUMS WITH REAL-WORLD CAREER EXPERIENCES BY CONNECTING STUDENTS DIRECTLY TO LEADING LOCAL EMPLOYERS FOR HANDS-ON ACTIVITIES SUCH AS INDUSTRY SITE VISITS, INTERNSHIPS, AND MORE. . SENIOR YEAR MENTORSHIP PROGRAM HELPS MOTIVATED HIGH SCHOOL SENIORS FROM UNDERREPRESENTED DISTRICTS TO STAY ON TRACK AND GRADUATE ON TIME. MENTORING FROM LEADING PROFESSIONALS AND A ROBUST VIRTUAL WORKSHOP SERIES TEACH STUDENTS ESSENTIAL LIFE AND CAREER SKILLS TO POSITION THEM FOR FUTURE SUCCESS. UNITED TO END HOMELESSNESS IS COMMITTED TO ENDING HOMELESSNESS IN ORANGE COUNTY SO THAT EVERYONE HAS A SAFE AND AFFORDABLE PLACE TO CALL HOME AND OPPORTUNITIES TO THRIVE. THE GOAL IS TO ACTIVATE IMMEDIATE AND LONG-TERM HOUSING-FIRST SOLUTIONS ACROSS OUR COMMUNITY THROUGH COLLABORATION WITH THE COUNTY'S TOP BUSINESS, PHILANTHROPIC, GOVERNMENTAL, FAITH-BASED, AND NONPROFIT LEADERS. PROGRAMS: . WELCOMEHOMEOC IS OUR HOUSING NAVIGATION AND LANDLORD INCENTIVE PROGRAM, WHICH HELPS INDIVIDUALS AND FAMILIES WHO ARE EXPERIENCING HOMELESSNESS AND HOLDING A RENTAL ASSISTANCE VOUCHER TO SECURE HOUSING IN PRIVATE MARKET APARTMENTS AND ENSURES SUPPORTIVE SERVICES ARE PROVIDED SO THEY CAN REMAIN HOUSED FOR THE LONG-TERM. . WHATEVER IT TAKES IS A PROGRAM LAUNCHED WITH CALOPTIMA HEALTH FOR MEMBERS EXPERIENCING HOMELESSNESS AND HOUSING INSECURITY. THE PROGRAM EXPEDITES ACCESS TO FLEXIBLE FUNDS, INCENTIVIZES PROPERTY OWNERS, AND COORDINATES WITH 30+ COMMUNITY-BASED ORGANIZATIONS TO FIND POSITIVE RESOLUTIONS. . PUBLIC AWARENESS & EDUCATION: WE HOLD WORKSHOPS, HOST COMMUNITY CHATS, AND ENGAGE IN BROAD PUBLIC AWARENESS ACTIVITIES TO HELP BREAK DOWN MYTHS SURROUNDING HOMELESSNESS AND PROVIDE UP-TO-DATE STATISTICS AND BEST PRACTICES FOR SOLVING HOMELESSNESS IN ORANGE COUNTY. . HOUSING CHAMPIONS ADVOCACY NETWORK RECRUITS, TRAINS, ORGANIZES, AND EQUIPS LOCAL RESIDENTS TO ENGAGE IN ADVOCACY IN THEIR COMMUNITIES FOR SOLUTIONS TO END HOMELESSNESS. UNITED FOR FINANCIAL SECURITY EMPOWERS ORANGE COUNTY FAMILIES THROUGH PROGRAMS THAT FOCUS ON THE MOST ESSENTIAL TOOLS TO BUILD FINANCIAL STABILITY. PROGRAMS: . OC FREE TAX PREP HELPS FAMILIES KEEP THEIR HARD-EARNED MONEY BY SAVING ON PREPARATION FEES, CLAIMING TAX CREDITS, AND RECEIVING THEIR REFUNDS QUICKLY AND SAFELY, PROVIDING A SAFETY NET FOR LOCAL HOUSEHOLDS TO PUT TOWARD BILLS, CAR REPAIRS, GROCERIES, AND OTHER BASIC NEEDS. . SPARKPOINT OC PROMOTES FINANCIAL EMPOWERMENT THROUGH FREE ONE-TO-ONE FINANCIAL COACHING TO INCREASE INCOME, MANAGE CREDIT, AND BUILD ASSETS THROUGH SAVINGS AND ASSET PLANNING TO REACH GOALS LIKE BUYING A HOME OR PAYING FOR COLLEGE. . UPSKILL OC, OUR WORKFORCE DEVELOPMENT PROGRAM, IS AN INNOVATIVE, COLLABORATIVE APPROACH TO BRIDGING THE SKILLS GAP IN VARIOUS INDUSTRIES AND CREATING PATHWAYS TO JOBS THAT PAY A LIVING WAGE. IN JULY 2023, WE ADDED OUR KEY SERVICE, 2-1-1 ORANGE COUNTY (211OC) RECOGNIZED AS A CRITICAL LINK FOR CONNECTING RESIDENTS TO COMMUNITY RESOURCES. THROUGH 211OC, RESOURCES ARE BEING ALLOCATED MORE EQUITABLY, SERVICES CAN BE ACCESSED MORE EFFECTIVELY, AND UNMET NEEDS AND BARRIERS ARE BEING IDENTIFIED SO WE CAN APPROPRIATELY ADDRESS THEM. COMPONENTS: . HOTLINE: A FREE, CONFIDENTIAL, 24/7 HOTLINE PROVIDES IMMEDIATE CONNECTIONS TO HEALTHCARE, HOUSING ASSISTANCE, FOOD SUPPORT, AND MORE. CALLERS CAN REACH HELP ANYTIME VIA PHONE, TEXT, OR WEB SEARCH. . PARTNER NETWORK: THOUSANDS OF HEALTH AND HUMAN SERVICE PROVIDERS COLLABORATE THROUGH OUR COMMUNITY INFORMATION EXCHANGE (CIE), DELIVERING WHOLE-PERSON SUPPORT AND ENSURING INDIVIDUALS AREN'T RETRAUMATIZED BY RETELLING THEIR STORIES. THIS ALLOWS FOR COMPASSIONATE, COORDINATED CARE. CURRENTLY, 211OC CONNECTS PEOPLE IN OC WITH 3,000+ SOCIAL SERVICES PROGRAMS. . COMMUNITY DATA AND INSIGHTS: THROUGH THE HOTLINE, PARTNER NETWORK, CIE, AND THE HOMELESS MANAGEMENT INFORMATION SYSTEM (HMIS), 211OC COLLECTS VITAL DATA THAT REVEALS COMMUNITY NEEDS AND SERVICE GAPS.

Program 2
Expenses: $6,384,479

PROGRAM SERVICE EXPENSE ALLOCATIONS ARE COMPRISED OF COMMUNITY IMPACT GRANT PROGRAMS AND INITIATIVES THAT FULFILL ORANGE COUNTY UNITED WAY'S MISSION. IN ADDITION TO RUNNING OUR OWN INITIATIVES, THIS...

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PROGRAM SERVICE EXPENSE ALLOCATIONS ARE COMPRISED OF COMMUNITY IMPACT GRANT PROGRAMS AND INITIATIVES THAT FULFILL ORANGE COUNTY UNITED WAY'S MISSION. IN ADDITION TO RUNNING OUR OWN INITIATIVES, THIS INCLUDES PROGRAM MANAGEMENT OF COMMUNITY WIDE COLLABORATIVES. OCUW PROVIDES EVALUATION AND MONITORING OF ALL GRANT PARTNERSHIPS; SUPPORT OF CRITICAL COMMUNITY PARTNERSHIPS; LEADERSHIP AND PARTICIPATION IN COALITIONS AND COMMITTEES; COMMUNITY OUTREACH EFFORTS; CAPACITY TRAINING FOR FUNDED PARTNERS; VOLUNTEER ENGAGEMENT EFFORTS; AND STRATEGIC PARTNERSHIPS WITH LOCAL FUNDER COLLABORATIVES IN THE AREAS OF EDUCATION, INCOME, AND HOUSING.

Program 3
Expenses: $4,317,635

THROUGH OCUW'S DONOR DESIGNATED GIVING PROGRAM, DONORS HAVE THE OPTION TO DESIGNATE THEIR GIFT TO THEIR CHARITY(IES) OF CHOICE, HELPING TO FACILITATE PHILANTHROPY TO MEET LOCAL COMMUNITY NEEDS. OCUW...

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THROUGH OCUW'S DONOR DESIGNATED GIVING PROGRAM, DONORS HAVE THE OPTION TO DESIGNATE THEIR GIFT TO THEIR CHARITY(IES) OF CHOICE, HELPING TO FACILITATE PHILANTHROPY TO MEET LOCAL COMMUNITY NEEDS. OCUW STEWARDS THESE INVESTMENTS BY ENSURING DONOR DESIGNATIONS ARE ALLOCATED TO ORGANIZATIONS THAT QUALIFY AS 501(C)(3) TAX DEDUCTIBLE ORGANIZATIONS UNDER CURRENT IRS TAX CODE LAW.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $36,106,540
Program Service Revenue $0
Investment Income $767,862
Other Revenue $-262,035
TOTAL REVENUE $36,612,367

Expense Breakdown

Grants Paid $20,234,972
Salaries & Benefits $7,388,712
Fundraising Expenses $2,717,912
Program Expenses $26,619,451
Other Expenses $3,626,048
TOTAL EXPENSES $31,249,732

Year-over-Year Comparison

2024 2023 Change
Revenue $36,612,367 $26,857,072 +0.4%
Expenses $31,249,732 $31,221,089 +0.0%
Net Income $5,362,635 $-4,364,017 -2.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
47
Independent Members
46
Employees
161
Volunteers
9241

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
7
$719,913
Total Directors
47
$473,510
Key Employees
6
$1,197,152
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HUGH CONNERS TREASURER, DIRECTOR 1.0
Officer Director
$0 $0 $0
LAWRENCE R ARMSTRONG VICE CHAIR 1.0
Officer Director
$0 $0 $0
MAGGIE O'SULLIVAN SECRETARY, DIRECTOR 1.0
Officer Director
$0 $0 $0
NANDA KUMAR CHERUVATATH CHAIR 1.0
Officer Director
$0 $0 $0
SUSAN B PARKS PRESIDENT, CEO 37.5
Officer Director
$454,940 $18,570 $473,510
ALLEN STAFF DIRECTOR 1.0
Director
$0 $0 $0
AMY MATHIESON DIRECTOR 1.0
Director
$0 $0 $0
ANTONELLA CASTRO DIRECTOR 1.0
Director
$0 $0 $0
BILL MAURER DIRECTOR 1.0
Director
$0 $0 $0
BILL PEDIGO DIRECTOR 1.0
Director
$0 $0 $0
CHRISTINE SCHEUNEMAN DIRECTOR 1.0
Director
$0 $0 $0
CODY TUBBS DIRECTOR 1.0
Director
$0 $0 $0
EDWARD MORA DIRECTOR 1.0
Director
$0 $0 $0
GREG CUSTER DIRECTOR 1.0
Director
$0 $0 $0
HENRY MENDOZA DIRECTOR 1.0
Director
$0 $0 $0
IDO DOTAN DIRECTOR 1.0
Director
$0 $0 $0
JACQUELINE AKERBLOM DIRECTOR 1.0
Director
$0 $0 $0
JACQUES BALLARD DIRECTOR 1.0
Director
$0 $0 $0
JAMES JOHNSON JR DIRECTOR 1.0
Director
$0 $0 $0
JARROD INGLE DIRECTOR 1.0
Director
$0 $0 $0
JAY ORLANDI DIRECTOR 1.0
Director
$0 $0 $0
JOE NUZZOLESE DIRECTOR 1.0
Director
$0 $0 $0
JOHN F SIMONIS DIRECTOR 1.0
Director
$0 $0 $0
JOHN VALENTA DIRECTOR 1.0
Director
$0 $0 $0
JULIE MILLER-PHIPPS DIRECTOR 1.0
Director
$0 $0 $0
KEITH KOBATA DIRECTOR 1.0
Director
$0 $0 $0
KENNETH LICKEL DIRECTOR 1.0
Director
$0 $0 $0
LARRY LABRADO DIRECTOR ( OUTGOING 2/12/2025) 1.0
Director
$0 $0 $0
LISA LOCKLEAR DIRECTOR (OUTGOING 6/30/2025) 1.0
Director
$0 $0 $0
M MABOOB AKHTER DIRECTOR 1.0
Director
$0 $0 $0
MARK CLEMENS DIRECTOR 1.0
Director
$0 $0 $0
MARTHA V DANIEL DIRECTOR (OUTGOING 7/31/2024) 1.0
Director
$0 $0 $0
MARY GARRETT DIRECTOR 1.0
Director
$0 $0 $0
MICHAEL A JOHNSON DIRECTOR 1.0
Director
$0 $0 $0
MICHAEL O'MAHONEY DIRECTOR (OUTGOING 9/26/2024) 1.0
Director
$0 $0 $0
MITCHELL SHENKIN DIRECTOR 1.0
Director
$0 $0 $0
NISHA VERMA DIRECTOR 1.0
Director
$0 $0 $0
NIZA OUN-NGUYEN DIRECTOR 1.0
Director
$0 $0 $0
PHONG HUYNH DIRECTOR 1.0
Director
$0 $0 $0
RENEE HENDRICK DIRECTOR 1.0
Director
$0 $0 $0
RICHARD SANCHEZ DIRECTOR 1.0
Director
$0 $0 $0
ROBBIN NARIKE PRECIADO DIRECTOR 1.0
Director
$0 $0 $0
RYAN FLYNN DIRECTOR 1.0
Director
$0 $0 $0
RYAN SMITH DIRECTOR 1.0
Director
$0 $0 $0
SHIRIN BEHZADI DIRECTOR 1.0
Director
$0 $0 $0
SRIDHAR SUNDARAM DIRECTOR 1.0
Director
$0 $0 $0
STEVEN D ALLISON DIRECTOR 1.0
Director
$0 $0 $0
EMILEE TELLO CHIEF FINANCIAL OFFICER (OUTGOING 4/2025) 37.5
Officer
$226,548 $19,855 $246,403
JEEGISHA PANCHAL CHIEF FINANCIAL OFFICER 37.5
Officer
$0 $0 $0
ANN RAMIREZ CHIEF STRATEGY OFFICER 37.5
Key Emp
$187,317 $22,262 $209,579
CHRIS TICKNOR CHIEF TRANSFORMATION OFFICER 37.5
Key Emp
$232,838 $622 $233,460
CHRISTINE MARIE DITTMER CHIEF PHILANTHROPY OFFICER 37.5
Key Emp
$167,660 $9,297 $176,957
ELIZABETH ANDRADE EXECUTIVE DIRECTOR, 211OC 37.5
Key Emp
$200,439 $622 $201,061
MICHAEL LEO GREENE VICE PRESIDENT, IT 37.5
Key Emp
$176,530 $14,837 $191,367
REBECCA HEYHOE EXECUTIVE DIRECTOR, U2EH 37.5
Key Emp
$170,793 $13,935 $184,728
ANDREW BARSOUMFAHMY EXECUTIVE DIRECTOR, U4FS 37.5
Highest
$147,673 $9,477 $157,150
ROSE MARY BUENAVENTURA VICE PRESIDENT DEVOPS (INACTIVE) 37.5
Highest
$164,070 $11,302 $175,372
SERGIO CONTRERAS EXECUTIVE DIRECTOR, U4SS 37.5
Highest
$148,003 $5,062 $153,065
TAMARA THOMPSON VP DEVELOPMENT (INACTIVE) 37.5
Highest
$153,904 $14,231 $168,135
YAHAIRA MARCELA ORTIZ DIRECTOR, OPERATIONS 37.5
Highest
$146,487 $12,602 $159,089
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 $36,612,367 $31,249,732 $38,670,255 $5,362,635
2024 $26,857,072 $31,221,089 $33,636,837 $-4,364,017
2023 $35,436,311 $32,869,349 $35,318,073 $2,566,962
2022 $67,720,545 $68,439,130 $28,387,789 $-718,585
2021 $47,986,358 $48,990,809 $35,809,028 $-1,004,451
2020 $18,831,807 $20,164,712 $28,014,932 $-1,332,905
2019 $17,986,231 $15,754,186 $27,442,812 $2,232,045
2018 $16,593,306 $16,278,255 $27,853,960 $315,051
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