Totals
- Total revenue
- $26,857,072
- Total expenses
- $31,221,089
- Contributions and grants received
- $26,408,207
- Grants paid
- $21,353,057
- Program service revenue
- $0
- Investment income
- $575,107
- Other revenue
- -$126,242
- Total assets, end of year
- $33,636,837
- Total liabilities, end of year
- $7,338,131
- Net assets or fund balances, end of year
- $26,298,706
- Program services expenses (Part IX)
- $27,079,275
- Management and general expenses
- $1,743,560
- Fundraising expenses
- $2,398,254
- Program service expenses (Part III)
- $27,079,275
Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$789,849
-
1e · Government grants (contributions)
$9,574,932
-
1f · All other contributions, gifts and grants
$16,043,426
-
1g · Noncash contributions included above
$1,195,624
-
3 · Investment income
total $575,107 · unrelated business $0 · excluded $575,107
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $87,844 · excluded $87,844
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $1,195,624
-
7b · Less cost or other basis and sales expenses
securities $1,195,624
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$48,579
-
8a · Fundraising events: contributions included on line 1c
$789,849
-
8b · Fundraising events: direct expenses
$277,404
-
8c · Net income from fundraising events
total -$228,825 · excluded -$228,825
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISC REFUNDS FROM 211 ACQUISITION
total $14,739 · excluded $14,739
-
11e · Other revenue, total
$14,739
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $21,353,057 · program services $21,353,057
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,939,065 · program services $1,385,052 · management and general $138,452 · fundraising $415,561
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $3,544,199 · program services $2,328,432 · management and general $288,482 · fundraising $927,285
-
8 · Pension plan contributions
total $85,068 · program services $60,973 · management and general $5,012 · fundraising $19,083
-
9 · Other employee benefits
total $322,323 · program services $231,029 · management and general $18,990 · fundraising $72,304
-
10 · Payroll taxes
total $446,910 · program services $310,765 · management and general $32,437 · fundraising $103,708
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $22,843 · management and general $22,843
-
11c · Fees: accounting
total $87,226 · management and general $87,226
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $796,940 · program services $199,998 · management and general $202,165 · fundraising $394,777
-
12 · Advertising and promotion
total $473,348 · program services $261,612 · management and general $3,703 · fundraising $208,033
-
13 · Office expenses
total $520,840 · program services $92,207 · management and general $391,425 · fundraising $37,208
-
14 · Information technology
total $767,885 · program services $388,623 · management and general $328,176 · fundraising $51,086
-
15 · Royalties
total $0
-
16 · Occupancy
total $252,773 · program services $151,394 · management and general $50,968 · fundraising $50,411
-
17 · Travel
total $8,105 · program services $2,723 · management and general $283 · fundraising $5,099
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $95,846 · program services $10,613 · management and general $72,466 · fundraising $12,767
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $197,621 · program services $118,573 · management and general $39,524 · fundraising $39,524
-
22 · Depreciation, depletion and amortization
total $275,954 · program services $165,572 · management and general $55,191 · fundraising $55,191
-
23 · Insurance
total $31,086 · program services $18,652 · management and general $6,217 · fundraising $6,217
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,203,299 · end of year $9,221,947
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $7,773,434 · end of year $4,457,855
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $184,798 · end of year $237,498
-
10a · Land, buildings and equipment: cost or other basis
$7,098,599
-
10b · Land, buildings and equipment: accumulated depreciation
$4,550,163
-
10c · Land, buildings and equipment, net
beginning of year $2,100,525 · end of year $2,548,436
-
11 · Investments: publicly traded securities
beginning of year $18,056,017 · end of year $17,171,101
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $3,832,524 · end of year $6,915,831
-
18 · Grants payable
beginning of year $3,660,500 · end of year $422,300
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $23,152,540 · end of year $21,626,197
-
28 · Net assets with donor restrictions
beginning of year $4,672,509 · end of year $4,672,509
Mission and programs · 2023
Mission
TO IMPROVE LIVES IN ORANGE COUNTY BY DELIVERING MEASURABLE LONG-TERM SOLUTIONS TO COMPLEX ISSUES IN EDUCATION, FINANCIAL STABILITY, HEALTH, AND HOUSING. ORANGE COUNTY UNITED WAY IS COMMITTED TO BREAKING BARRIERS AND IMPROVING LIVES FOR EVERYONE WHO LIVES HERE. THROUGH 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 (211 OC), OUR KEY SERVICE THAT CONNECTS THOUSANDS OF RESIDENTS WITH HEALTH AND HUMAN SERVICE RESOURCES. THROUGHOUT 2024, WE CELEBRATED OUR CENTENNIAL, COMMEMORATING 100 YEARS OF IMPACT TOGETHER IN ORANGE COUNTY AND RECOMMITTING TO ANOTHER CENTURY OF MAKING A DIFFERENCE, CREATING BRIGHTER FUTURES FOR ALL, AND CARING FOR OUR COMMUNITY THE OC WAY. TO LEARN MORE OR DISCOVER HOW YOU CAN HELP, VISIT UNITEDWAYOC.ORG. ORANGE COUNTY U
Activities or mission (Part I)
TO IMPROVE LIVES IN ORANGE COUNTY BY DELIVERING MEASURABLE LONG-TERM SOLUTIONS TO COMPLEX ISSUES IN EDUCATION, FINANCIAL STABILITY, HEALTH, AND HOUSING.
-
SEE SCHEDULE O
Expenses $16,676,746 · Grants $16,676,746
-
SEE SCHEDULE O
Expenses $5,726,218
-
SEE SCHEDULE O
Expenses $4,676,311 · Grants $4,676,311
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Susan B ParksSUSAN B PARKS
President, CEO
- Total calculated
- $471,201
- From this org
- $452,509
- From related orgs
- $0
- Other
- $18,692
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $368,851
- Bonus
- $83,658
- Other
- $0
- Deferred
- $9,387
- Nontaxable benefits
- $9,305
- Filer's total
- $471,201
-
Emilee Tello
Chief Financial Officer
- Total calculated
- $232,309
- From this org
- $213,097
- From related orgs
- $0
- Other
- $19,212
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $213,097
- Bonus
- $0
- Other
- $0
- Deferred
- $6,600
- Nontaxable benefits
- $12,612
- Filer's total
- $232,309
-
Chris Ticknor
Chief Transformation Officer
- Total calculated
- $224,924
- From this org
- $224,271
- From related orgs
- $0
- Other
- $653
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $224,271
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $653
- Filer's total
- $224,924
-
Ann Ramirez
Chief Strategy Officer
- Total calculated
- $169,776
- From this org
- $149,044
- From related orgs
- $0
- Other
- $20,732
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $149,044
- Bonus
- $0
- Other
- $0
- Deferred
- $5,145
- Nontaxable benefits
- $15,587
- Filer's total
- $169,776
-
Tamara ThompsonTAMARA THOMPSON
VICE PRESIDENT, DEVELOPMENT
- Total calculated
- $162,705
- From this org
- $148,820
- From related orgs
- $0
- Other
- $13,885
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $148,820
- Bonus
- $0
- Other
- $0
- Deferred
- $4,580
- Nontaxable benefits
- $9,305
- Filer's total
- $162,705
-
Mike GreeneMIKE GREENE
VICE PRESIDENT, OPERATIONS
- Total calculated
- $156,948
- From this org
- $143,263
- From related orgs
- $0
- Other
- $13,685
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $143,263
- Bonus
- $0
- Other
- $0
- Deferred
- $4,380
- Nontaxable benefits
- $9,305
- Filer's total
- $156,948
-
Rebecca Heyhoe
Executive Director, U2EH
- Total calculated
- $154,691
- From this org
- $141,142
- From related orgs
- $0
- Other
- $13,549
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $141,142
- Bonus
- $0
- Other
- $0
- Deferred
- $4,244
- Nontaxable benefits
- $9,305
- Filer's total
- $154,691
-
Andrew Barsoumfahny
Executive Director, U4FS
- Total calculated
- $143,639
- From this org
- $134,333
- From related orgs
- $0
- Other
- $9,306
- Hours/week
- 37.5
-
Sergio ContrerasSERGIO CONTRERAS
EXECUTIVE DIRECTOR, U4SS
- Total calculated
- $139,356
- From this org
- $134,663
- From related orgs
- $0
- Other
- $4,693
- Hours/week
- 37.5
-
Nanda Kumar CheruvatathNANDA KUMAR CHERUVATATH
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence R ArmstrongLAWRENCE R ARMSTRONG
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Ben AlvaradoBEN ALVARADO
TREASURER, DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maggie O'SullivanMAGGIE O'SULLIVAN
SECRETARY, DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven D AllisonSTEVEN D ALLISON
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jacques BallardJACQUES BALLARD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Shirin BehzadiSHIRIN BEHZADI
Director
- Total calculated
- $0
- Hours/week
- 1
-
Antonella CastroANTONELLA CASTRO
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark ClemensMARK CLEMENS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Timothy S ClydeTIMOTHY S CLYDE
Director (OUTGOING 8/31/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Hugh ConnersHUGH CONNERS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Steve ChurmSTEVE CHURM
Director
- Total calculated
- $0
- Hours/week
- 1
-
Martha V DanielMARTHA V DANIEL
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ido DotanIDO DOTAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mary GarrettMARY GARRETT
Director
- Total calculated
- $0
- Hours/week
- 1
-
Renee HendrickRENEE HENDRICK
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joe HensleyJOE HENSLEY
Director (OUTGOING 4/30/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Jeff HittenbergerJEFF HITTENBERGER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jarrod IngleJARROD INGLE
Director
- Total calculated
- $0
- Hours/week
- 1
-
James Johnson JrJAMES JOHNSON JR
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael A JohnsonMICHAEL A JOHNSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ann JohnstonANN JOHNSTON
Director
- Total calculated
- $0
- Hours/week
- 1
-
Keith KobataKEITH KOBATA
Director
- Total calculated
- $0
- Hours/week
- 1
-
Larry LabradoLARRY LABRADO
Director
- Total calculated
- $0
- Hours/week
- 1
-
Robert LambertROBERT LAMBERT
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kenneth LickelKENNETH LICKEL
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lisa LocklearLISA LOCKLEAR
Director
- Total calculated
- $0
- Hours/week
- 1
-
Maboob M AkhterMABOOB M AKHTER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Amy MathiesonAMY MATHIESON
Director
- Total calculated
- $0
- Hours/week
- 1
-
Paula MattsonPAULA MATTSON
Director (OUTGOING 11/17/2023)
- Total calculated
- $0
- Hours/week
- 1
-
Bill MaurerBILL MAURER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Henry MendozaHENRY MENDOZA
Director
- Total calculated
- $0
- Hours/week
- 1
-
Prasanna MohantyPRASANNA MOHANTY
Director (OUTGOING 5/1/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Joe NuzzoleseJOE NUZZOLESE
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tam NguyenTAM NGUYEN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael O'MahoneyMICHAEL O'MAHONEY
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jay OrlandiJAY ORLANDI
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bill PedigoBILL PEDIGO
Director
- Total calculated
- $0
- Hours/week
- 1
-
Robbin Narike PreciadoROBBIN NARIKE PRECIADO
Director
- Total calculated
- $0
- Hours/week
- 1
-
Victoria RixonVICTORIA RIXON
Director (OUTGOING 3/5/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Richard SanchezRICHARD SANCHEZ
Director
- Total calculated
- $0
- Hours/week
- 1
-
James ScheinkmanJAMES SCHEINKMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ernest SchroederERNEST SCHROEDER
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christine ScheunemanCHRISTINE SCHEUNEMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mitchell ShenkinMITCHELL SHENKIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
John F SimonisJOHN F SIMONIS
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ryan SmithRYAN SMITH
Director
- Total calculated
- $0
- Hours/week
- 1
-
Allen StaffALLEN STAFF
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sridhar SundaramSRIDHAR SUNDARAM
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cody TubbsCODY TUBBS
Director
- Total calculated
- $0
- Hours/week
- 1
-
John ValentaJOHN VALENTA
Director
- Total calculated
- $0
- Hours/week
- 1
-
Todd ZegersTODD ZEGERS
Director (OUTGOING 3/7/2024)
- 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, and on a Form 990-PF Part VIII's — 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 · Travel for companions
- 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
-
$712,500
INCOME/EDUCATION
-
HEALTH/HUMAN SERVICE
-
$193,666
INCOME
-
SECOND BAPTIST CHURCH OF SANTA ANA
$187,500
HEALTH/HUMAN SERVICE
-
$187,500
HEALTH/HUMAN SERVICE
-
$187,500
HEALTH/HUMAN SERVICE
-
HEALTH/HUMAN SERVICE
-
$180,550
HEALTH/HUMAN SERVICE
-
HEALTH/HUMAN SERVICE
-
$180,000
HOUSING
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540929349301254
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.