OC UNITED TOGETHER

EIN: 463761517 501(c)(3) Human Services

FULLERTON, CA

Total Revenue
$1,927,968
Total Expenses
$1,920,412
Total Assets
$646,131
Net Assets
$300,995
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
CA
Phone
8185354490
Tax Period
2023-07-01 to 2024-06-30

OC UNITED TOGETHER, founded in 2013, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Revenue surged 51% from the prior year, signaling strong growth momentum.

Mission

WE EXIST TO EMPOWER THE VULNERABLE WHO HAVE EXPERIENCED THE BREAKDOWN OF THE FAMILY UNIT THROUGH RESTORATIVE RELATIONSHIPS AND LIFE-SKILLS DEVELOPMENT. WE SERVE THOSE WHO HAVE EXPERIENCED FOSTER CARE, DOMESTIC ABUSE, HOMELESSNESS, AND UNDER-RESOURCED NEIGHBORHOODS AND SCHOOLS

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,634,161
Program Service Revenue $293,713
Investment Income $94
Other Revenue $0
TOTAL REVENUE $1,927,968

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,149,712
Fundraising Expenses $24,433
Program Expenses $1,758,576
Other Expenses $770,700
TOTAL EXPENSES $1,920,412

Year-over-Year Comparison

2023 2022 Change
Revenue $1,927,968 $1,274,727 +0.5%
Expenses $1,920,412 $1,482,781 +0.3%
Net Income $7,556 $-208,054 -1.0%
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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
10
Independent Members
8
Employees
26
Volunteers
N/A

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
4
$213,081
Total Directors
10
$213,081
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAY WILLIAMS Secretary 40.00
Officer Director
$66,580 $46,101 $112,681
AMY GAW Controller 40.00
Officer Director
$100,400 $0 $100,400
TIM BLIED Chairman 2.50
Officer Director
$0 $0 $0
KAREN ALLEN Treasurer 2.50
Officer Director
$0 $0 $0
FRANK HASELTON Director 2.50
Director
$0 $0 $0
PENNY JO Director 2.50
Director
$0 $0 $0
DAN HUGHES Director 2.50
Director
$0 $0 $0
BARBARA JENNINGS Director 2.50
Director
$0 $0 $0
ALAN NAKAMURA Director 2.50
Director
$0 $0 $0
MITCH FIERRO Director 2.50
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 No data No data No data No data
2024 $1,927,968 $1,920,412 $646,131 $7,556
2023 $1,274,727 $1,482,781 $528,077 $-208,054
2023 $1,274,727 $1,482,781 $528,077 $-208,054
2022 $1,429,889 $1,402,765 $619,243 $27,124
2021 $1,299,757 $1,178,772 $559,526 $120,985
2020 $1,163,168 $1,101,574 $415,698 $61,594
2019 $1,003,697 $1,063,862 $346,290 $-60,165
2018 $833,547 $818,824 $418,116 $14,723
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