Nonprofit · EIN 33-0047994
ORANGE COUNTYS UNITED WAY
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $36,612,367 | $31,249,732 | $5,362,635 | $38,670,255 | $5,361,425 | $33,308,830 |
| June 30, 2024 | 990 | $26,857,072 | $31,221,089 | -$4,364,017 | $33,636,837 | $7,338,131 | $26,298,706 |
| June 30, 2023 | 990 | $35,436,311 | $32,869,349 | $2,566,962 | $35,318,073 | $7,493,024 | $27,825,049 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $36,106,540
- of which government grants
- $10,024,318
- Program service revenue
- $0
- Investment income
- $767,862
- Royalties
- $192,858
- Net income from fundraising events
- -$454,893
- Other revenue
- -$262,035
Expenses
- Grants and similar amounts paid
- $20,234,972
- Compensation of officers, directors and key employees
- $2,234,601
- Other salaries and wages
- $4,048,216
- Salaries, compensation and benefits (total)
- $7,388,712
- Professional fundraising fees
- $0
- Legal fees
- $248,523
- Accounting fees
- $103,304
- Occupancy
- $241,917
- Travel
- $7,949
- Depreciation
- $322,726
- Program services (functional)
- $26,619,451
- Management and general (functional)
- $1,912,369
- Fundraising (functional)
- $2,717,912
Balance sheet and other
- Total assets, start of year
- $33,636,837
- Total assets, end of year
- $38,670,255
- Total liabilities, end of year
- $5,361,425
- Net assets, end of year
- $33,308,830
- Land, buildings and equipment
- $2,312,678
- Publicly traded securities
- $19,231,188
- Net assets without donor restrictions
- $28,636,321
- Net assets with donor restrictions
- $4,672,509
- Gross receipts
- $38,275,589
- Employees
- 161
- Volunteers
- 9,241
- Year formed
- 1940
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN B PARKS | PRESIDENT, CEO Trustee or director, Officer | 37.5 | $454,940 | $18,570 |
| EMILEE TELLO | CHIEF FINANCIAL OFFICER (OUTGOING 4/2025) Officer | 37.5 | $226,548 | $19,855 |
| CHRIS TICKNOR | CHIEF TRANSFORMATION OFFICER Key employee | 37.5 | $232,838 | $622 |
| ANN RAMIREZ | CHIEF STRATEGY OFFICER Key employee | 37.5 | $187,317 | $22,262 |
| ELIZABETH ANDRADE | EXECUTIVE DIRECTOR, 211OC Key employee | 37.5 | $200,439 | $622 |
| MICHAEL LEO GREENE | VICE PRESIDENT, IT Key employee | 37.5 | $176,530 | $14,837 |
| REBECCA HEYHOE | EXECUTIVE DIRECTOR, U2EH Key employee | 37.5 | $170,793 | $13,935 |
| CHRISTINE MARIE DITTMER | CHIEF PHILANTHROPY OFFICER Key employee | 37.5 | $167,660 | $9,297 |
| ROSE MARY BUENAVENTURA | VICE PRESIDENT DEVOPS (INACTIVE) Highest-paid employee | 37.5 | $164,070 | $11,302 |
| TAMARA THOMPSON | VP DEVELOPMENT (INACTIVE) Highest-paid employee | 37.5 | $153,904 | $14,231 |
| YAHAIRA MARCELA ORTIZ | DIRECTOR, OPERATIONS Highest-paid employee | 37.5 | $146,487 | $12,602 |
| ANDREW BARSOUMFAHMY | EXECUTIVE DIRECTOR, U4FS Highest-paid employee | 37.5 | $147,673 | $9,477 |
| SERGIO CONTRERAS | EXECUTIVE DIRECTOR, U4SS Highest-paid employee | 37.5 | $148,003 | $5,062 |
| HUGH CONNERS | TREASURER, DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| LAWRENCE R ARMSTRONG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
45 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAGGIE O'SULLIVAN | SECRETARY, DIRECTOR Trustee or director, Officer | 1 | $0 |
| NANDA KUMAR CHERUVATATH | CHAIR Trustee or director, Officer | 1 | $0 |
| ALLEN STAFF | DIRECTOR Trustee or director | 1 | $0 |
| AMY MATHIESON | DIRECTOR Trustee or director | 1 | $0 |
| ANTONELLA CASTRO | DIRECTOR Trustee or director | 1 | $0 |
| BILL MAURER | DIRECTOR Trustee or director | 1 | $0 |
| BILL PEDIGO | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINE SCHEUNEMAN | DIRECTOR Trustee or director | 1 | $0 |
| CODY TUBBS | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD MORA | DIRECTOR Trustee or director | 1 | $0 |
| GREG CUSTER | DIRECTOR Trustee or director | 1 | $0 |
| HENRY MENDOZA | DIRECTOR Trustee or director | 1 | $0 |
| IDO DOTAN | DIRECTOR Trustee or director | 1 | $0 |
| JACQUELINE AKERBLOM | DIRECTOR Trustee or director | 1 | $0 |
| JACQUES BALLARD | DIRECTOR Trustee or director | 1 | $0 |
| JAMES JOHNSON JR | DIRECTOR Trustee or director | 1 | $0 |
| JARROD INGLE | DIRECTOR Trustee or director | 1 | $0 |
| JAY ORLANDI | DIRECTOR Trustee or director | 1 | $0 |
| JOE NUZZOLESE | DIRECTOR Trustee or director | 1 | $0 |
| JOHN F SIMONIS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN VALENTA | DIRECTOR Trustee or director | 1 | $0 |
| JULIE MILLER-PHIPPS | DIRECTOR Trustee or director | 1 | $0 |
| KEITH KOBATA | DIRECTOR Trustee or director | 1 | $0 |
| KENNETH LICKEL | DIRECTOR Trustee or director | 1 | $0 |
| LARRY LABRADO | DIRECTOR ( OUTGOING 2/12/2025) Trustee or director | 1 | $0 |
| LISA LOCKLEAR | DIRECTOR (OUTGOING 6/30/2025) Trustee or director | 1 | $0 |
| M MABOOB AKHTER | DIRECTOR Trustee or director | 1 | $0 |
| MARK CLEMENS | DIRECTOR Trustee or director | 1 | $0 |
| MARTHA V DANIEL | DIRECTOR (OUTGOING 7/31/2024) Trustee or director | 1 | $0 |
| MARY GARRETT | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL A JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL O'MAHONEY | DIRECTOR (OUTGOING 9/26/2024) Trustee or director | 1 | $0 |
| MITCHELL SHENKIN | DIRECTOR Trustee or director | 1 | $0 |
| NISHA VERMA | DIRECTOR Trustee or director | 1 | $0 |
| NIZA OUN-NGUYEN | DIRECTOR Trustee or director | 1 | $0 |
| PHONG HUYNH | DIRECTOR Trustee or director | 1 | $0 |
| RENEE HENDRICK | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD SANCHEZ | DIRECTOR Trustee or director | 1 | $0 |
| ROBBIN NARIKE PRECIADO | DIRECTOR Trustee or director | 1 | $0 |
| RYAN FLYNN | DIRECTOR Trustee or director | 1 | $0 |
| RYAN SMITH | DIRECTOR Trustee or director | 1 | $0 |
| SHIRIN BEHZADI | DIRECTOR Trustee or director | 1 | $0 |
| SRIDHAR SUNDARAM | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN D ALLISON | DIRECTOR Trustee or director | 1 | $0 |
| JEEGISHA PANCHAL | CHIEF FINANCIAL OFFICER Officer | 37.5 | $0 |
990 for the year ended June 30, 2024: 61 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN B PARKS | President, CEO Trustee or director, Officer | 37.5 | $452,509 | $18,692 |
| Emilee Tello | Chief Financial Officer Officer | 37.5 | $213,097 | $19,212 |
| Chris Ticknor | Chief Transformation Officer Key employee | 37.5 | $224,271 | $653 |
| Ann Ramirez | Chief Strategy Officer Key employee | 37.5 | $149,044 | $20,732 |
| TAMARA THOMPSON | VICE PRESIDENT, DEVELOPMENT Highest-paid employee | 37.5 | $148,820 | $13,885 |
| MIKE GREENE | VICE PRESIDENT, OPERATIONS Highest-paid employee | 37.5 | $143,263 | $13,685 |
| Rebecca Heyhoe | Executive Director, U2EH Highest-paid employee | 37.5 | $141,142 | $13,549 |
| Andrew Barsoumfahny | Executive Director, U4FS Highest-paid employee | 37.5 | $134,333 | $9,306 |
| SERGIO CONTRERAS | EXECUTIVE DIRECTOR, U4SS Highest-paid employee | 37.5 | $134,663 | $4,693 |
| NANDA KUMAR CHERUVATATH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAWRENCE R ARMSTRONG | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| BEN ALVARADO | TREASURER, DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| MAGGIE O'SULLIVAN | SECRETARY, DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN D ALLISON | Director Trustee or director | 1 | $0 | $0 |
| JACQUES BALLARD | Director Trustee or director | 1 | $0 | $0 |
| SHIRIN BEHZADI | Director Trustee or director | 1 | $0 | $0 |
| ANTONELLA CASTRO | Director Trustee or director | 1 | $0 | $0 |
| MARK CLEMENS | Director Trustee or director | 1 | $0 | $0 |
| TIMOTHY S CLYDE | Director (OUTGOING 8/31/2023) Trustee or director | 1 | $0 | $0 |
| HUGH CONNERS | Director Trustee or director | 1 | $0 | $0 |
| STEVE CHURM | Director Trustee or director | 1 | $0 | $0 |
| MARTHA V DANIEL | Director Trustee or director | 1 | $0 | $0 |
| IDO DOTAN | Director Trustee or director | 1 | $0 | $0 |
| MARY GARRETT | Director Trustee or director | 1 | $0 | $0 |
| RENEE HENDRICK | Director Trustee or director | 1 | $0 | $0 |
| JOE HENSLEY | Director (OUTGOING 4/30/2024) Trustee or director | 1 | $0 | $0 |
| JEFF HITTENBERGER | Director Trustee or director | 1 | $0 | $0 |
| JARROD INGLE | Director Trustee or director | 1 | $0 | $0 |
| JAMES JOHNSON JR | Director Trustee or director | 1 | $0 | $0 |
| MICHAEL A JOHNSON | Director Trustee or director | 1 | $0 | $0 |
| ANN JOHNSTON | Director Trustee or director | 1 | $0 | $0 |
| KEITH KOBATA | Director Trustee or director | 1 | $0 | $0 |
| LARRY LABRADO | Director Trustee or director | 1 | $0 | $0 |
| ROBERT LAMBERT | Director Trustee or director | 1 | $0 | $0 |
| KENNETH LICKEL | Director Trustee or director | 1 | $0 | $0 |
| LISA LOCKLEAR | Director Trustee or director | 1 | $0 | $0 |
| MABOOB M AKHTER | Director Trustee or director | 1 | $0 | $0 |
| AMY MATHIESON | Director Trustee or director | 1 | $0 | $0 |
| PAULA MATTSON | Director (OUTGOING 11/17/2023) Trustee or director | 1 | $0 | $0 |
| BILL MAURER | Director Trustee or director | 1 | $0 | $0 |
| HENRY MENDOZA | Director Trustee or director | 1 | $0 | $0 |
| PRASANNA MOHANTY | Director (OUTGOING 5/1/2024) Trustee or director | 1 | $0 | $0 |
| JOE NUZZOLESE | Director Trustee or director | 1 | $0 | $0 |
| TAM NGUYEN | Director Trustee or director | 1 | $0 | $0 |
| MICHAEL O'MAHONEY | Director Trustee or director | 1 | $0 | $0 |
| JAY ORLANDI | Director Trustee or director | 1 | $0 | $0 |
| BILL PEDIGO | Director Trustee or director | 1 | $0 | $0 |
| ROBBIN NARIKE PRECIADO | Director Trustee or director | 1 | $0 | $0 |
| VICTORIA RIXON | Director (OUTGOING 3/5/2024) Trustee or director | 1 | $0 | $0 |
| RICHARD SANCHEZ | Director Trustee or director | 1 | $0 | $0 |
| JAMES SCHEINKMAN | Director Trustee or director | 1 | $0 | $0 |
| ERNEST SCHROEDER | Director Trustee or director | 1 | $0 | $0 |
| CHRISTINE SCHEUNEMAN | Director Trustee or director | 1 | $0 | $0 |
| MITCHELL SHENKIN | Director Trustee or director | 1 | $0 | $0 |
| JOHN F SIMONIS | Director Trustee or director | 1 | $0 | $0 |
| RYAN SMITH | Director Trustee or director | 1 | $0 | $0 |
| ALLEN STAFF | Director Trustee or director | 1 | $0 | $0 |
| SRIDHAR SUNDARAM | Director Trustee or director | 1 | $0 | $0 |
| CODY TUBBS | Director Trustee or director | 1 | $0 | $0 |
| JOHN VALENTA | Director Trustee or director | 1 | $0 | $0 |
| TODD ZEGERS | Director (OUTGOING 3/7/2024) Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 59 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN B PARKS | President, CEO Trustee or director, Officer | 37.5 | $424,607 | $17,840 |
| Emilee Tello | Chief Financial Officer Officer | 37.5 | $222,858 | $18,043 |
| Chris Ticknor | Chief Transformation Officer Key employee | 37.5 | $235,669 | $653 |
| Mike Greene | Vice President, Operations Highest-paid employee | 37.5 | $145,063 | $12,938 |
| Rebecca Heyhoe | Executive Director, U2EH Highest-paid employee | 37.5 | $144,618 | $12,596 |
| Tamara Thompson | Vice President, Development Highest-paid employee | 37.5 | $143,353 | $13,094 |
| Sergio Contreras | Executive Director, U4SS Highest-paid employee | 37.5 | $143,508 | $4,720 |
| Ann Ramirez | Vice President, Grants & Contr Highest-paid employee | 37.5 | $115,519 | $18,564 |
| KENNETH F LICKEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL M RUANE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERNEST SCHROEDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTONELLA CASTRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIMOTHY S CLYDE | Secretary, Director Trustee or director, Officer | 1 | $0 | $0 |
| TAM NGUYEN | Director Trustee or director | 1 | $0 | $0 |
| STEVEN D ALLISON | Director Trustee or director | 1 | $0 | $0 |
| BEN ALVARADO | Treasurer, Director Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES ANTIS | Director Trustee or director | 1 | $0 | $0 |
| LAWRENCE R ARMSTRONG | Director Trustee or director | 1 | $0 | $0 |
| SHIRIN BEHZADI | Director Trustee or director | 1 | $0 | $0 |
| MARK CLEMENS | Director Trustee or director | 1 | $0 | $0 |
| MARTHA V DANIEL | Director Trustee or director | 1 | $0 | $0 |
| DIANE BROOKS DIXON | Director (Outgoing 12/30/2022) Trustee or director | 1 | $0 | $0 |
| JEFF HITTENBERGER | Director Trustee or director | 1 | $0 | $0 |
| JAMES JOHNSON JR | Director Trustee or director | 1 | $0 | $0 |
| MICHAEL A JOHNSON | Director Trustee or director | 1 | $0 | $0 |
| JACQUELINE A BRYA KELLEY | Director Trustee or director | 1 | $0 | $0 |
| KEITH KOBATA | Director Trustee or director | 1 | $0 | $0 |
| NANDA KUMAR CHERUVATATH | Director Trustee or director | 1 | $0 | $0 |
| ROBERT LAMBERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA LOCKLEAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAULA MATTSON | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| HENRY MENDOZA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE NUZZOLESE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAGGIE O'SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL PEDIGO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBBIN NARIKE PRECIADO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES SCHEINKMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINE SCHEUNEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MITCHELL SHENKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN F SIMONIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLEN STAFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN VALENTA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRAMROZE VIRJEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE CHURM | Chair, Director Trustee or director, Officer | 1 | $0 | $0 |
| Phyllis Anderson | Director (Outgoing 2/28/2023) Trustee or director | 1 | $0 | $0 |
| Hugh Conners | Director Trustee or director | 1 | $0 | $0 |
| Renee Hendrick | Director Trustee or director | 1 | $0 | $0 |
| Ann Johnston | Director Trustee or director | 1 | $0 | $0 |
| Bill Maurer | Director Trustee or director | 1 | $0 | $0 |
| Victoria Rixon | Director Trustee or director | 1 | $0 | $0 |
| Richard Sanchez | Director Trustee or director | 1 | $0 | $0 |
| Ryan Smith | Director Trustee or director | 1 | $0 | $0 |
| Todd Zegers | Director Trustee or director | 1 | $0 | $0 |
| Jacques Ballard | Director Trustee or director | 1 | $0 | $0 |
| Ido Dotan | Director Trustee or director | 1 | $0 | $0 |
| Joe Hensley | Director Trustee or director | 1 | $0 | $0 |
| Larry Labrado | Director Trustee or director | 1 | $0 | $0 |
| Michael O'Mahoney | Director Trustee or director | 1 | $0 | $0 |
| Jay Orlandi | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 18012 MITCHELL S, IRVINE, CA 92614-6008
- In care of
- % EMILEE TELLO
- Principal officer (990 for 2024)
- SUSAN B PARKS, 18012 MITCHELL SOUTH, IRVINE, CA 926146008
- Signed the 990
- SUSAN B PARKS, CEO
- Phone
- (949) 660-7600
- Website
- WWW.UNITEDWAYOC.ORG
- Return prepared by
- BDO USA
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0047994 or by the name ORANGE COUNTYS UNITED WAY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO IMPROVE LIVES IN ORANGE COUNTY BY DELIVERING MEASURABLE LONG-TERM SOLUTIONS TO COMPLEX ISSUES IN EDUCATION, FINANCIAL STABILITY, AND HOUSING. ORANGE COUNTY UNITED WAY (ocuw) IS COMMITTED TO BREAKING BARRIERS AND IMPROVING LIVES FOR EVERYONE WHO LIVES HERE. THOUGH 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 (211OC) OUR KEY SERVICE THAT CONNECTS THOUSANDS OF RESIDENTS WITH HEALTH AND HUMAN SERVICE RESOURCES. TO LEARN MORE OR DISCOVER HOW YOU CAN HELP, VISIT UNITEDWAYOC.ORG OCUW IS A STANDALON, INDEPENDENT 501(C)(3) NONPROFIT ORGANIZATION.
Program accomplishments
- 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. OUR UNIQUE APPROACH COMES FROM AN UNDERSTANDING THAT ORANGE COUNTY'S MOST CRITICAL ISSUES ARE INTER-RELATED, AND WE MUST TACKLE THEM IN AN INTERCONNECTED WAY TO PROVIDE LONG-TERM SOLUTIONS THAT BREAK THE CYCLE. THIS INFORMS THE WORK WE FOCUS ON THROUGH OUR KEY INITIATIVES AND KEY SERVICE: UNITED FOR STUDENT SUCCESS AIMS TO ENSURE LOCAL STUDENTS RECEIVE THE SUPPORT THEY NEED TO STAY ON TRACK IN SCHOOL AND GRADUATE ON TIME READY FOR COLLEGE, CAREER, AND LIFE. PROGRAM OFFERINGS: . DESTINATION GRADUATION AIMS TO INCREASE THE HIGH SCHOOL GRADUATION RATE BY HELPING BOTH STUDENTS AND PARENTS UNDERSTAND THAT HIGHER EDUCATION IS ATTAINABLE AND ACCESSIBLE, REGARDLESS OF BACKGROUND. OFFERINGS INCLUDE EXCITING COLLEGE AND CAREER EXPLORATION, FINANCIAL AID AND SCHOLARSHIP OPPORTUNITIES, COLLEGE FIELD TRIPS, APPLICATION SUPPORT, LEADERSHIP SKILLS, AND MORE. . YOUTH CAREER CONNECTIONS OFFERS WORK-BASED LEARNING OPPORTUNITIES THAT INFUSE CLASSROOM CURRICULUMS WITH REAL-WORLD CAREER EXPERIENCES BY CONNECTING STUDENTS DIRECTLY TO LEADING LOCAL EMPLOYERS FOR HANDS-ON ACTIVITIES SUCH AS INDUSTRY SITE VISITS, INTERNSHIPS, AND MORE. . SENIOR YEAR MENTORSHIP PROGRAM HELPS MOTIVATED HIGH SCHOOL SENIORS FROM UNDERREPRESENTED DISTRICTS TO STAY ON TRACK AND GRADUATE ON TIME. MENTORING FROM LEADING PROFESSIONALS AND A ROBUST VIRTUAL WORKSHOP SERIES TEACH STUDENTS ESSENTIAL LIFE AND CAREER SKILLS TO POSITION THEM FOR FUTURE SUCCESS. UNITED TO END HOMELESSNESS IS COMMITTED TO ENDING HOMELESSNESS IN ORANGE COUNTY SO THAT EVERYONE HAS A SAFE AND AFFORDABLE PLACE TO CALL HOME AND OPPORTUNITIES TO THRIVE. THE GOAL IS TO ACTIVATE IMMEDIATE AND LONG-TERM HOUSING-FIRST SOLUTIONS ACROSS OUR COMMUNITY THROUGH COLLABORATION WITH THE COUNTY'S TOP BUSINESS, PHILANTHROPIC, GOVERNMENTAL, FAITH-BASED, AND NONPROFIT LEADERS. PROGRAMS: . WELCOMEHOMEOC IS OUR HOUSING NAVIGATION AND LANDLORD INCENTIVE PROGRAM, WHICH HELPS INDIVIDUALS AND FAMILIES WHO ARE EXPERIENCING HOMELESSNESS AND HOLDING A RENTAL ASSISTANCE VOUCHER TO SECURE HOUSING IN PRIVATE MARKET APARTMENTS AND ENSURES SUPPORTIVE SERVICES ARE PROVIDED SO THEY CAN REMAIN HOUSED FOR THE LONG-TERM. . WHATEVER IT TAKES IS A PROGRAM LAUNCHED WITH CALOPTIMA HEALTH FOR MEMBERS EXPERIENCING HOMELESSNESS AND HOUSING INSECURITY. THE PROGRAM EXPEDITES ACCESS TO FLEXIBLE FUNDS, INCENTIVIZES PROPERTY OWNERS, AND COORDINATES WITH 30+ COMMUNITY-BASED ORGANIZATIONS TO FIND POSITIVE RESOLUTIONS. . PUBLIC AWARENESS & EDUCATION: WE HOLD WORKSHOPS, HOST COMMUNITY CHATS, AND ENGAGE IN BROAD PUBLIC AWARENESS ACTIVITIES TO HELP BREAK DOWN MYTHS SURROUNDING HOMELESSNESS AND PROVIDE UP-TO-DATE STATISTICS AND BEST PRACTICES FOR SOLVING HOMELESSNESS IN ORANGE COUNTY. . HOUSING CHAMPIONS ADVOCACY NETWORK RECRUITS, TRAINS, ORGANIZES, AND EQUIPS LOCAL RESIDENTS TO ENGAGE IN ADVOCACY IN THEIR COMMUNITIES FOR SOLUTIONS TO END HOMELESSNESS. UNITED FOR FINANCIAL SECURITY EMPOWERS ORANGE COUNTY FAMILIES THROUGH PROGRAMS THAT FOCUS ON THE MOST ESSENTIAL TOOLS TO BUILD FINANCIAL STABILITY. PROGRAMS: . OC FREE TAX PREP HELPS FAMILIES KEEP THEIR HARD-EARNED MONEY BY SAVING ON PREPARATION FEES, CLAIMING TAX CREDITS, AND RECEIVING THEIR REFUNDS QUICKLY AND SAFELY, PROVIDING A SAFETY NET FOR LOCAL HOUSEHOLDS TO PUT TOWARD BILLS, CAR REPAIRS, GROCERIES, AND OTHER BASIC NEEDS. . SPARKPOINT OC PROMOTES FINANCIAL EMPOWERMENT THROUGH FREE ONE-TO-ONE FINANCIAL COACHING TO INCREASE INCOME, MANAGE CREDIT, AND BUILD ASSETS THROUGH SAVINGS AND ASSET PLANNING TO REACH GOALS LIKE BUYING A HOME OR PAYING FOR COLLEGE. . UPSKILL OC, OUR WORKFORCE DEVELOPMENT PROGRAM, IS AN INNOVATIVE, COLLABORATIVE APPROACH TO BRIDGING THE SKILLS GAP IN VARIOUS INDUSTRIES AND CREATING PATHWAYS TO JOBS THAT PAY A LIVING WAGE. IN JULY 2023, WE ADDED OUR KEY SERVICE, 2-1-1 ORANGE COUNTY (211OC) RECOGNIZED AS A CRITICAL LINK FOR CONNECTING RESIDENTS TO COMMUNITY RESOURCES. THROUGH 211OC, RESOURCES ARE BEING ALLOCATED MORE EQUITABLY, SERVICES CAN BE ACCESSED MORE EFFECTIVELY, AND UNMET NEEDS AND BARRIERS ARE BEING IDENTIFIED SO WE CAN APPROPRIATELY ADDRESS THEM. COMPONENTS: . HOTLINE: A FREE, CONFIDENTIAL, 24/7 HOTLINE PROVIDES IMMEDIATE CONNECTIONS TO HEALTHCARE, HOUSING ASSISTANCE, FOOD SUPPORT, AND MORE. CALLERS CAN REACH HELP ANYTIME VIA PHONE, TEXT, OR WEB SEARCH. . PARTNER NETWORK: THOUSANDS OF HEALTH AND HUMAN SERVICE PROVIDERS COLLABORATE THROUGH OUR COMMUNITY INFORMATION EXCHANGE (CIE), DELIVERING WHOLE-PERSON SUPPORT AND ENSURING INDIVIDUALS AREN'T RETRAUMATIZED BY RETELLING THEIR STORIES. THIS ALLOWS FOR COMPASSIONATE, COORDINATED CARE. CURRENTLY, 211OC CONNECTS PEOPLE IN OC WITH 3,000+ SOCIAL SERVICES PROGRAMS. . COMMUNITY DATA AND INSIGHTS: THROUGH THE HOTLINE, PARTNER NETWORK, CIE, AND THE HOMELESS MANAGEMENT INFORMATION SYSTEM (HMIS), 211OC COLLECTS VITAL DATA THAT REVEALS COMMUNITY NEEDS AND SERVICE GAPS.Expenses $15,917,337 · grants $15,917,337
- 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. OCUW PROVIDES EVALUATION AND MONITORING OF ALL GRANT PARTNERSHIPS; SUPPORT OF CRITICAL COMMUNITY PARTNERSHIPS; LEADERSHIP AND PARTICIPATION IN COALITIONS AND COMMITTEES; COMMUNITY OUTREACH EFFORTS; CAPACITY TRAINING FOR FUNDED PARTNERS; VOLUNTEER ENGAGEMENT EFFORTS; AND STRATEGIC PARTNERSHIPS WITH LOCAL FUNDER COLLABORATIVES IN THE AREAS OF EDUCATION, INCOME, AND HOUSING.Expenses $6,384,479
- 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. OCUW STEWARDS THESE INVESTMENTS BY ENSURING DONOR DESIGNATIONS ARE ALLOCATED TO ORGANIZATIONS THAT QUALIFY AS 501(C)(3) TAX DEDUCTIBLE ORGANIZATIONS UNDER CURRENT IRS TAX CODE LAW.Expenses $4,317,635 · grants $4,317,635
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0047994
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $38,670,255
- Income (IRS master file)
- $38,275,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $36,612,367 | $31,249,732 | $38,670,255 | XML |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $35,436,311 | $32,869,349 | $35,318,073 | XML |
| 990 | June 2022 | $67,720,545 | $68,439,130 | $28,387,789 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0047994).
Questions about ORANGE COUNTYS UNITED WAY
- What is the EIN of ORANGE COUNTYS UNITED WAY?
- The employer identification number (EIN) of ORANGE COUNTYS UNITED WAY is 33-0047994.
- Is ORANGE COUNTYS UNITED WAY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to ORANGE COUNTYS UNITED WAY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORANGE COUNTYS UNITED WAY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORANGE COUNTYS UNITED WAY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORANGE COUNTYS UNITED WAY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ORANGE COUNTYS UNITED WAY?
- The 990 for the year ended June 30, 2025 names SUSAN B PARKS.
- Who are the officers and directors of ORANGE COUNTYS UNITED WAY?
- The 990 for the year ended June 30, 2025 lists 60 people; 13 received compensation from the organization, the highest $454,940 (SUSAN B PARKS, PRESIDENT, CEO).
- How much revenue does ORANGE COUNTYS UNITED WAY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $36,612,367, expenses of $31,249,732 and total assets of $38,670,255 at year end.
Other nonprofits in IRVINE
- SEQUOIA CLIMATE FOUNDATION EIN 85-4095972 · last filed 990-PF for 2024
- ORANGE COUNTY COMMUNITY FOUNDATION EIN 33-0378778 · last filed 990 for 2025
- CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION EIN 95-4658856 · last filed 990-PF for 2025
- TIGER WOODS CHARITY EVENT CORP EIN 06-1554474 · last filed 990 for 2025
- ARNOLD AND MABEL BECKMAN FOUNDATION EIN 95-3169713 · last filed 990-PF for 2025
- OCCF SUPPORTING ORGANIZATION EIN 26-0564840 · last filed 990 for 2025
- EDWARDS LIFESCIENCES FOUNDATION EIN 46-1702755 · last filed 990-PF for 2024
- SUN FAMILY FOUNDATION EIN 33-0868088 · last filed 990-PF for 2024
All nonprofits in IRVINE · California · Philanthropy, voluntarism and grantmaking foundations