Orange Countys United Way
- Assets
- $28.4m
- Revenue
- $67.7m
- Investments
- $0.0
- Employees
- 79
- Location
- Irvine, CA
- Founding
- 11/1985
- Data as of
- 06/2022
- EIN
- 33-0047994
Organization Overview
Orange Countys United Way is located in Irvine, CA. The organization was established in 1985. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, Orange Countys United Way employed 79 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Orange Countys United Way is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Orange Countys United Way generated $67.7m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 20.1% each year . All expenses for the organization totaled $68.4m during the year ending 06/2022. While expenses have increased by 20.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Orange Countys United Way has awarded 440 individual grants totaling $67,915,142. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
ORANGE COUNTY UNITED WAY IMPROVES LIVES BY DELIVERING LONG-TERM SOLUTIONS TO COMPLEX ISSUES IN EDUCATION, FINANCIAL STABILITY, HEALTH, AND HOUSING IN ORANGE COUNTY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE O
SEE SCHEDULE O
SEE SCHEDULE O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan B Parks President, CEO | OfficerTrustee | 37.5 | $439,230 |
Chris Ticknor Chief Transformation Officer | Officer | 37.5 | $228,720 |
Emilee Tello Chief Financial Officer | Officer | 37.5 | $216,737 |
Robert E Kent Philanthropy Cloud Executive | 37.5 | $159,902 | |
Mike Greene Vice President, Operations | 37.5 | $133,880 | |
Rebecca Heyhoe Executive Director, U2eh | 37.5 | $130,810 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Schroeder Management Company Welcome Home Oc | 6/29/22 | $129,335 |
Synoptek Llc Rental Assistance | 6/29/22 | $178,294 |
Moxie Marketing Agency Llc Marketing | 6/29/22 | $189,312 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $688,644 |
| Related organizations | $0 |
| Government grants | $50,425,374 |
| All other contributions, gifts, grants, and similar amounts not included above | $16,515,714 |
| Noncash contributions included in lines 1a–1f | $537,507 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $67,629,732 |
| Total Program Service Revenue | $0 |
| Investment income | $190,009 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $97,790 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$196,986 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $67,720,545 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $60,481,302 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $2,067,798 |
| Compensation of current officers, directors, key employees. | $332,656 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,269,502 |
| Pension plan accruals and contributions | $56,096 |
| Other employee benefits | $447,400 |
| Payroll taxes | $478,788 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $86,018 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $632,674 |
| Advertising and promotion | $343,687 |
| Office expenses | $122,545 |
| Information technology | $558,294 |
| Royalties | $0 |
| Occupancy | $181,382 |
| Travel | $10,433 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $49,149 |
| Interest | $0 |
| Payments to affiliates | $250,997 |
| Depreciation, depletion, and amortization | $122,391 |
| Insurance | $19,155 |
| All other expenses | $261,519 |
| Total functional expenses | $68,439,130 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $6,352,430 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $7,079,008 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $69,668 |
| Net Land, buildings, and equipment | $1,264,300 |
| Investments—publicly traded securities | $13,622,383 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $28,387,789 |
| Accounts payable and accrued expenses | $2,117,371 |
| Grants payable | $2,785,575 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $4,902,946 |
| Net assets without donor restrictions | $18,812,334 |
| Net assets with donor restrictions | $4,672,509 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $28,387,789 |
Grants Awarded
Over the last fiscal year, Orange Countys United Way has awarded $2,608,465 in support to 36 organizations.
| Grant Recipient | Amount |
|---|---|
Westminster, CA PURPOSE: Income | $702,833 |
ANAHEIM UNION HIGH SCHOOL DISTRICT PURPOSE: Education | $161,196 |
Santa Ana, CA PURPOSE: Housing | $126,070 |
Los Angeles, CA PURPOSE: Housing/Health | $114,365 |
Santa Ana, CA PURPOSE: Housing/Health | $105,000 |
Santa Ana, CA PURPOSE: Health/Human Service | $105,000 |
Grants Recieved
Over the last fiscal year, we have identified 81 grants that Orange Countys United Way has recieved totaling $4,503,891.
| Awarding Organization | Amount |
|---|---|
Unihealth Foundation Los Angeles, CA PURPOSE: UNITED TO END HOMELESSNESS WELCOMEHOMEOC PROGRAM | $500,000 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $359,198 |
The Blackbaud Giving Fund Charleston, SC PURPOSE: GENERAL SUPPORT | $359,198 |
Tarsadia Foundation Newport Beach, CA PURPOSE: PROGRAM SUPPORT | $333,333 |
Edwards Lifesciences Foundation Irvine, CA PURPOSE: GENERIC GRANT APPLICATION | $290,963 |
Siemer Institute Columbus, OH PURPOSE: SOCIAL SERVICES | $250,000 |
Endowment Analysis
| Beg. Balance | $17,997,326 |
| Earnings | -$2,126,839 |
| Net Contributions | $638 |
| Other Expense | $1,100,000 |
| Ending Balance | $14,771,125 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewish Community Fdn Of The Jewish Federation Council Of Greater La Los Angeles, CA | $1,147,355,921 | $108,439,956 |
Jewish Community Federation Of S F Marin Peninsula & Sonoma Counties San Francisco, CA | $1,443,740,655 | $154,567,295 |
Jewish Community Foundation Of San Diego San Diego, CA | $448,399,166 | $106,011,475 |
Valley Of The Sun United Way Phoenix, AZ | $104,098,931 | $79,942,536 |
Orange Countys United Way Irvine, CA | $28,387,789 | $67,720,545 |
Entertainment Industry Foundation Los Angeles, CA | $110,994,468 | $64,821,214 |
Jewish Federation Council Of Greater Los Angeles Los Angeles, CA | $190,865,704 | $43,794,151 |
Aloha United Way Inc Honolulu, HI | $26,512,053 | $42,755,517 |
United Way Inc Los Angeles, CA | $90,203,286 | $68,762,414 |
Opportunity Village Foundation Las Vegas, NV | $82,150,112 | $9,952,519 |
Inland Southern California United Way Rancho Cucamonga, CA | $4,994,163 | $30,713,140 |
Daughters Of Charity Foundation Los Angeles, CA | $457,947,598 | $21,458,667 |