Skip to content
Nonprofiteer
← ORANGE COUNTYS UNITED WAY

Form 990 for tax year 2022

Filed by ORANGE COUNTYS UNITED WAY.

Totals

Total revenue
$35,436,311
Total expenses
$32,869,349
Contributions and grants received
$35,213,467
Grants paid
$24,868,789
Program services expenses (Part IX)
$28,161,224
Management and general expenses
$1,793,966
Fundraising expenses
$2,914,159
Program service expenses (Part III)
$28,161,224

Program services were 85.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SUSAN B PARKS

    President, CEO

    Total calculated
    $442,447
    From this org
    $424,607
    From related orgs
    $0
    Other
    $17,840
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $355,206
    Bonus
    $69,401
    Other
    not reported
    Deferred
    $9,150
    Nontaxable benefits
    $8,690
    Filer's total
    $442,447

  • Emilee Tello

    Chief Financial Officer

    Total calculated
    $240,901
    From this org
    $222,858
    From related orgs
    $0
    Other
    $18,043
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $202,858
    Bonus
    $20,000
    Other
    not reported
    Deferred
    $6,282
    Nontaxable benefits
    $11,761
    Filer's total
    $240,901

  • Chris Ticknor

    Chief Transformation Officer

    Total calculated
    $236,322
    From this org
    $235,669
    From related orgs
    $0
    Other
    $653
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $215,669
    Bonus
    $20,000
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $653
    Filer's total
    $236,322

  • Mike Greene

    Vice President, Operations

    Total calculated
    $158,001
    From this org
    $145,063
    From related orgs
    $0
    Other
    $12,938
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $140,063
    Bonus
    $5,000
    Other
    not reported
    Deferred
    $4,248
    Nontaxable benefits
    $8,690
    Filer's total
    $158,001

  • Rebecca Heyhoe

    Executive Director, U2EH

    Total calculated
    $157,214
    From this org
    $144,618
    From related orgs
    $0
    Other
    $12,596
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $134,618
    Bonus
    $10,000
    Other
    not reported
    Deferred
    $3,906
    Nontaxable benefits
    $8,690
    Filer's total
    $157,214

  • Tamara Thompson

    Vice President, Development

    Total calculated
    $156,447
    From this org
    $143,353
    From related orgs
    $0
    Other
    $13,094
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $143,353
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,404
    Nontaxable benefits
    $8,690
    Filer's total
    $156,447

  • Sergio Contreras

    Executive Director, U4SS

    Total calculated
    $148,228
    From this org
    $143,508
    From related orgs
    $0
    Other
    $4,720
    Hours/week
    37.5

  • Ann Ramirez

    Vice President, Grants & Contr

    Total calculated
    $134,083
    From this org
    $115,519
    From related orgs
    $0
    Other
    $18,564
    Hours/week
    37.5

  • KENNETH F LICKEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL M RUANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERNEST SCHROEDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANTONELLA CASTRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY S CLYDE

    Secretary, Director

    Total calculated
    $0
    Hours/week
    1

  • TAM NGUYEN

    Director

    Total calculated
    $0
    Hours/week
    1

  • STEVEN D ALLISON

    Director

    Total calculated
    $0
    Hours/week
    1

  • BEN ALVARADO

    Treasurer, Director

    Total calculated
    $0
    Hours/week
    1

  • CHARLES ANTIS

    Director

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE R ARMSTRONG

    Director

    Total calculated
    $0
    Hours/week
    1

  • SHIRIN BEHZADI

    Director

    Total calculated
    $0
    Hours/week
    1

  • MARK CLEMENS

    Director

    Total calculated
    $0
    Hours/week
    1

  • MARTHA V DANIEL

    Director

    Total calculated
    $0
    Hours/week
    1

  • DIANE BROOKS DIXON

    Director (Outgoing 12/30/2022)

    Total calculated
    $0
    Hours/week
    1

  • JEFF HITTENBERGER

    Director

    Total calculated
    $0
    Hours/week
    1

  • JAMES JOHNSON JR

    Director

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL A JOHNSON

    Director

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE A BRYA KELLEY

    Director

    Total calculated
    $0
    Hours/week
    1

  • KEITH KOBATA

    Director

    Total calculated
    $0
    Hours/week
    1

  • NANDA KUMAR CHERUVATATH

    Director

    Total calculated
    $0
    Hours/week
    1

  • ROBERT LAMBERT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA LOCKLEAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAULA MATTSON

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • HENRY MENDOZA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOE NUZZOLESE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAGGIE O'SULLIVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL PEDIGO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBBIN NARIKE PRECIADO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES SCHEINKMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE SCHEUNEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MITCHELL SHENKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN F SIMONIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALLEN STAFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN VALENTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRAMROZE VIRJEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE CHURM

    Chair, Director

    Total calculated
    $0
    Hours/week
    1

  • Phyllis Anderson

    Director (Outgoing 2/28/2023)

    Total calculated
    $0
    Hours/week
    1

  • Hugh Conners

    Director

    Total calculated
    $0
    Hours/week
    1

  • Renee Hendrick

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ann Johnston

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bill Maurer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Victoria Rixon

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard Sanchez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ryan Smith

    Director

    Total calculated
    $0
    Hours/week
    1

  • Todd Zegers

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jacques Ballard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ido Dotan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joe Hensley

    Director

    Total calculated
    $0
    Hours/week
    1

  • Larry Labrado

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael O'Mahoney

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jay Orlandi

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J PART I Line 1A
COMPENSATION - HEALTH OR SOCIAL CLUB DUES: THE MEMBERSHIP IS USED TO CONDUCT BUSINESS RELATED MEETINGS AND ENGAGEMENTS TO FURTHER ADVANCE THE MISSION OF THE ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202420649349301552

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.