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Orange County's United Way

Irvine, CA · EIN 33-0047994 · 501(c)(3) · Publicly supported organization (170(b)(1)(A)(vi))
Latest filing: Form 990 for the fiscal year ending June 30, 2025 (tax year 2024) · View the filing · Correct or respond

Orange County's United Way reported $36.6 million in revenue and $31.2 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $85.18 went to program services, $6.12 to management and general costs and $8.70 to fundraising. Its largest source of revenue was contributions and grants: 98.6% of the total. Government grants made up 27.4%. The highest compensation it reported for one person was $473,510 (PRESIDENT, CEO). 28 people received more than $100,000 in reportable compensation. Revenue rose 94% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $31M

For context, the median across 1,001 covered philanthropy, voluntarism & grantmaking charities: $91.65 programs, $6.50 management, $1.85 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $37M

Other revenue was negative: −$262K. The bar shows the positive sources only.

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 1,001 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
85.2%90.2%
Management & general
Part IX 25(C) ÷ 25(A)
6.1%6.4%
Fundraising
Part IX 25(D) ÷ 25(A)
8.7%1.8%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.08$0.02
Contributions & grants share of revenue
Part VIII 1h ÷ 12
98.6%79.9%
Government grants share of revenue
Part VIII 1e ÷ 12
27.4%0.0%
Program service revenue share
Part VIII 2g ÷ 12
0.0%0.0%
Highest reported compensation
Part VII-A, columns D–F
$473,510$325,675
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
1.52%1.56%
People paid over $100,000
Part VII, line 2
283
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
12.856.6
Independent voting board members
Part VI 1a–1b
46 of 47100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$16M expenses · 59.8% of program spending · grants $16M

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…

$6.4M expenses · 24.0% of program spending

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…

$4.3M expenses · 16.2% of program spending · grants $4.3M

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

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT, CEO
Director/trustee, officer, 37.5 hrs/week
$454,940$0$18,570$473,510
CHIEF FINANCIAL OFFICER (OUTGOING 4/2025)
Officer, 37.5 hrs/week
$226,548$0$19,855$246,403
CHIEF TRANSFORMATION OFFICER
Key employee, 37.5 hrs/week
$232,838$0$622$233,460
CHIEF STRATEGY OFFICER
Key employee, 37.5 hrs/week
$187,317$0$22,262$209,579
EXECUTIVE DIRECTOR, 211OC
Key employee, 37.5 hrs/week
$200,439$0$622$201,061
VICE PRESIDENT, IT
Key employee, 37.5 hrs/week
$176,530$0$14,837$191,367
EXECUTIVE DIRECTOR, U2EH
Key employee, 37.5 hrs/week
$170,793$0$13,935$184,728
CHIEF PHILANTHROPY OFFICER
Key employee, 37.5 hrs/week
$167,660$0$9,297$176,957

28 people received more than $100,000 in reportable compensation from Orange County's United Way (Part VII, line 2). Compensation of current officers, directors and key employees totaled $2.2M (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$20M$40M$60M$80MFY2020FY2021FY2022FY2023FY2024FY2025$37M$31M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$37M$31M85.2%$33M$473,510
FY2024 ⓘ$27M$31M86.7%$26M$471,201
FY2023 ⓘ$35M$33M85.7%$28M$442,447
FY2022 ⓘ$68M$68M93.8%$23M$455,636
FY2021 ⓘ$48M$49M92.2%$26M$409,437
FY2020 ⓘ$19M$20M81.5%$23M$379,128

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b47 · 46 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4Yes
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 5161
  • Volunteers Part I, line 69,241

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
SYNOPTEK LLC
Software development
$152,782
GREEN RIVER DATA ANALYSIS LLC
Data warehouse
$122,915

Individuals listed as contractors are left out. 3 contractors were paid more than $100,000 in all.

Private foundation grants it received

23 private foundations reported grants to Orange County's United Way totaling $2.0M on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Orange County's United Way's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Orange County's United Way, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All philanthropy, voluntarism & grantmaking charities · Largest charities in California

Questions people ask

How much of Orange County's United Way's spending goes to programs?

In the fiscal year ending June 30, 2025, Orange County's United Way reported that 85.2% of its $31.2 million in expenses went to program services, 6.1% to management and general and 8.7% to fundraising (Form 990, Part IX).

How much does Orange County's United Way pay its top executive?

The largest total compensation Orange County's United Way reported for one person in the fiscal year ending June 30, 2025 was $473,510, for the role of PRESIDENT, CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Orange County's United Way get its money?

Of $36.6 million in revenue in the fiscal year ending June 30, 2025, 98.6% came from contributions and grants (including 27.4% from government grants) and 0.0% from program service revenue (Form 990, Part VIII).

Is Orange County's United Way a registered charity?

The IRS lists EIN 33-0047994 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202610939349301341 · read the filing · XML
  • FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202540929349301254 · read the filing
  • FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202420649349301552 · read the filing
  • FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202300659349301020 · read the filing
  • FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202201339349310090 · read the filing
  • FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202110779349300646 · read the filing

All filings for EIN 33-0047994: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.