Orange Countys United Way

Tax-deductible

Irvine, CA501(c)(3)Since 1940Foundations & GrantmakersEIN 33-0047994

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Orange County United Way imrpoves lives by delivering long-term solutions to complex issues in education, financial stability, health, and housing in Orange County.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 2,463 volunteers and 61 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $85K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.6M
to officers and key staff · 8% of spending
Top officer’s pay higher than 90% of similar orgs
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $596K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$5.4M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
46
of 47 voting members
Looks good: 46 of 47 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$36.6M
+36% vs prior year
Spent
$31.2M
To programs
85%
Net assets
$33.3M
By yearFY2020–FY2025
Revenue
$36.6M
FY2025▲ +36%
Revenue by fiscal year
FY2020$18.8M
FY2021$48.0M
FY2022$67.7M
FY2023$35.4M
FY2024$26.9M
FY2025$36.6M
Expenses
$31.2M
FY2025+0.09%
Expenses by fiscal year
FY2020$20.2M
FY2021$49.0M
FY2022$68.4M
FY2023$32.9M
FY2024$31.2M
FY2025$31.2M
Net assets
$33.3M
FY2025▲ +27%
Net assets by fiscal year
FY2020$23.1M
FY2021$26.2M
FY2022$23.5M
FY2023$27.8M
FY2024$26.3M
FY2025$33.3M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $26.6M Management & general 6% · $1.9M Fundraising 9% · $2.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

60 people listed on the 990; $2.6M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President, CEO
$454,940Pt VII · Sec A
Chief Transformation Officer
$232,838Pt VII · Sec A
Chief Financial Officer (outgoing 4/2025)
$226,548Pt VII · Sec A
Executive Director, 211oc
$200,439Pt VII · Sec A
Chief Strategy Officer
$187,317Pt VII · Sec A
Vice President, IT
$176,530Pt VII · Sec A
Executive Director, U2eh
$170,793Pt VII · Sec A
Chief Philanthropy Officer
$167,660Pt VII · Sec A

Susan B Parks’s $455K as President, CEO is at the 90th percentile of top reported officer pay among 661 $10–100M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Susan B Parks$454,940$452,509$424,607$439,230$393,551$371,438
Chris Ticknor$232,838$224,271$235,669$228,720$203,160$158,856
Emilee Tello$226,548$213,097$222,858$216,737$166,468$144,663
Elizabeth Andrade$200,439—————
Ann Ramirez$187,317$149,044$115,519———
Robert E Kent———$159,902$179,940—
Michael Leo Greene$176,530—————
Sandra Bensworth—————$172,508

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Orange Countys United Way executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves local lives by delivering long-term solutions in education, financial stability, health, and housing, while facilitating donor-designated giving to qualified charities.

Provided by the organization

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3 programs · $26.6M · in their own filed words · FY2024
01

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.

$15.9Mprogram expense
02

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.

$6.4Mprogram expense
03

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.

$4.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Siemer InstituteFY2025$495K
Total grants receivedfrom 3 funders$596K
See all 3 funders →
Grants paid · 384 grants · $64.6M · 2019–2024
Abrazar INCCA · FY2024$711,500
The Chrysalis CenterCA · FY2024$106,000
Good Hands FoundationCA · FY2024$88,000
Anaheim Elementary School DistrictFY2024$55,450
Access California ServicesCA · FY2024$34,000
Anaheim Union High School DistrictFY2024$30,000
OneocCA · FY2024$26,800
Laguna Woods Village PC ClubCA · FY2024$24,000
Vital Access Care FoundationCA · FY2024$20,000
The Salvation ArmyHI · FY2024$20,000
Garden Grove Unified School DistrictFY2024$20,000
EverfreeCA · FY2024$20,000
See all 384 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$36.6M
Ln 12
Gifts and grantsLn 1h$36.1M
Investment incomeLn 3$768K
Money outPt IX
$31.2M
Ln 25
Programscol B$26.6M
Managementcol C$1.9M
Fundraisingcol D$2.7M
Owns and owesPt X
$33.3M
net assets · Ln 32
Cash and savingsLn 1–2$7.0M
Total assetsLn 16$38.7M
LiabilitiesLn 26$5.4M
PeoplePt VI, VII
60
listed · VII A
PaidVII A13
Voting boardVI 1a47
IndependentVI 1b46
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$36.1M
Government grantsLn 1e$10.0M
Noncash giftsLn 1g$1.1M
Fundraising eventsLn 1c$1.3M
Investment incomeLn 3$768K
Total revenueLn 12$36.6M
Assets in detailPt X, end of year
CashLn 1$7.0M
Cash and savings togetherLn 1–2$7.0M
InvestmentsLn 11–13$19.2M
Land, buildings, equipmentLn 10c$2.3M
Other assetsLn 15$0
Total assetsLn 16$38.7M
LiabilitiesLn 26$5.4M
Net assetsLn 32$33.3M
OperationsPt I, VI
EmployeesI 561
VolunteersI 62,463
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$9.2M$7.0M
InvestmentsLn 11–13$17.2M$19.2M
Land, buildings, equipmentLn 10c$2.5M$2.3M
Total assetsLn 16$33.6M$38.7M
LiabilitiesLn 26$7.3M$5.4M
Net assetsLn 32$26.3M$33.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$20.2M$20.2M
Pay of current officers, directors and key staffLn 5$2.2M$1.5M$98K$613K
Other salaries and wagesLn 7$4.0M$2.7M$392K$972K
Pension plan contributionsLn 8$111K$73K$11K$26K
Other employee benefitsLn 9$486K$329K$38K$118K
Payroll taxesLn 10$509K$340K$41K$129K
Legal feesLn 11b$249K$249K
Accounting feesLn 11c$103K$103K
Other fees for servicesLn 11g$737K$246K$159K$332K
Advertising and promotionLn 12$389K$198K$24K$167K
Office expensesLn 13$320K$93K$171K$56K
Information technologyLn 14$928K$400K$423K$105K
OccupancyLn 16$242K$144K$49K$48K
TravelLn 17$8K$682$71$7K
Conferences, conventions and meetingsLn 19$82K$10K$42K$30K
Payments to affiliatesLn 21$212K$127K$42K$42K
Depreciation, depletion and amortizationLn 22$323K$194K$65K$65K
InsuranceLn 23$34K$20K$7K$7K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$31.2M$26.6M$1.9M$2.7M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $36.6M$31.2M$5.4M$33.3M 990 PDF
FY2024 $26.9M$31.2M−$4.4M$26.3M 990 PDF
FY2023 $35.4M$32.9M$2.6M$27.8M 990 PDF
FY2022 $67.7M$68.4M−$719K$23.5M 990 PDF
FY2021 $48.0M$49.0M−$1.0M$26.2M 990 PDF
FY2020 $18.8M$20.2M−$1.3M$23.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $36,612,367 across 9 lines filed
VIII-1c Fundraising events$1,262,407
VIII-1e Government grants$10,024,318
VIII-1f All other contributions, gifts and grants$24,819,815
VIII-1g Noncash contributions (included above)$1,127,300
VIII-1h Total contributions, gifts and grants$36,106,540
VIII-3 Investment incomeExcluded from tax $767,862$767,862
VIII-5 RoyaltiesExcluded from tax $192,858$192,858
VIII-8 Net income from fundraising eventsExcluded from tax −$454,893−$454,893
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $505,827$36,612,367
Part IX · Statement of functional expenses $31,249,732 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $20,234,972$20,234,972
IX-5 Pay of current officers, directors and key staffPrograms $1,523,717 · Management $97,575 · Fundraising $613,309$2,234,601
IX-7 Other salaries and wagesPrograms $2,685,002 · Management $391,505 · Fundraising $971,709$4,048,216
IX-8 Pension plan contributionsPrograms $73,377 · Management $11,190 · Fundraising $26,404$110,971
IX-9 Other employee benefitsPrograms $329,221 · Management $37,832 · Fundraising $118,494$485,547
IX-10 Payroll taxesPrograms $339,722 · Management $40,574 · Fundraising $129,081$509,377
IX-11b Legal feesManagement $248,523$248,523
IX-11c Accounting feesManagement $103,304$103,304
IX-11g Other fees for servicesPrograms $245,923 · Management $159,165 · Fundraising $331,793$736,881
IX-12 Advertising and promotionPrograms $198,276 · Management $23,850 · Fundraising $166,811$388,937
IX-13 Office expensesPrograms $93,230 · Management $170,945 · Fundraising $55,994$320,169
IX-14 Information technologyPrograms $399,928 · Management $422,665 · Fundraising $105,326$927,919
IX-16 OccupancyPrograms $144,352 · Management $49,449 · Fundraising $48,116$241,917
IX-17 TravelPrograms $682 · Management $71 · Fundraising $7,196$7,949
IX-19 Conferences, conventions and meetingsPrograms $10,097 · Management $42,071 · Fundraising $30,028$82,196
IX-21 Payments to affiliatesPrograms $127,114 · Management $42,371 · Fundraising $42,371$211,856
IX-22 Depreciation, depletion and amortizationPrograms $193,636 · Management $64,545 · Fundraising $64,545$322,726
IX-23 InsurancePrograms $20,202 · Management $6,734 · Fundraising $6,735$33,671
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $26,619,451 · Management $1,912,369 · Fundraising $2,717,912$31,249,732
Part X · Balance sheet $38,670,255 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $9,221,947$7,019,235
X-3 Pledges and grants receivableStart of year $4,457,855$9,840,438
X-9 Prepaid expenses and deferred chargesStart of year $237,498$266,716
X-10c Land, buildings and equipment, netStart of year $2,548,436$2,312,678
X-11 Publicly traded securitiesStart of year $17,171,101$19,231,188
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $33,636,837$38,670,255
X-17 Accounts payable and accrued expensesStart of year $6,915,831$5,351,425
X-18 Grants payableStart of year $422,300$10,000
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $7,338,131$5,361,425
X-27 Net assets without donor restrictionsStart of year $21,626,197$28,636,321
X-28 Net assets with donor restrictionsStart of year $4,672,509$4,672,509
X-32 Total net assets or fund balancesStart of year $26,298,706$33,308,830
X-33 Total liabilities and net assetsStart of year $33,636,837$38,670,255
Part XI · Reconciliation of net assets $33,308,830 net assets at year end
XI-1 Total revenue$36,612,367
XI-2 Total expenses$31,249,732
XI-3 Revenue less expenses$5,362,635
XI-4 Net assets at start of year$26,298,706
XI-5 Net unrealized gains (losses) on investments$1,342,907
XI-8 Prior period adjustments$304,582
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$33,308,830

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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