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.

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Trantor Score

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

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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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Financial Health Indicators

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

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Liquidity & Cash Position

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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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