2026-04-03T16:06:54+00:00 2025-06-30 135381590 BDO USA 221 N WALL STREET SUITE 400 SPOKANE WA 992010611 990 2024-07-01 330047994 ORANGE COUNTY'S UNITED WAY ORAN 9496607600 18012 MITCHELL SOUTH IRVINE CA 926146008 SUSAN B PARKS CEO 9496607600 2026-04-03 true MATTHEW FRERKER P01677675 5097478095 2026-04-03 2024 2025-03-06 01:10:19Z SUSAN B PARKS 18012 MITCHELL SOUTH IRVINE CA 926146008 38275589 false X WWW.UNITEDWAYOC.ORG X 1940 CA TO IMPROVE LIVES IN ORANGE COUNTY BY DELIVERING MEASURABLE LONG-TERM SOLUTIONS TO COMPLEX ISSUES IN EDUCATION, FINANCIAL STABILITY, AND HOUSING. 47 46 161 9241 0 26408207 36106540 0 575107 767862 -126242 -262035 26857072 36612367 21353057 20234972 0 6337565 7388712 0 2717912 3530467 3626048 31221089 31249732 -4364017 5362635 33636837 38670255 7338131 5361425 26298706 33308830 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. false false 15917337 15917337 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. 6384479 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. 4317635 4317635 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. 26619451 true true false true false true false false false true true false false false false true true false false false false false false false true false false true false true false false false false false false false false false false true false false false false false false false false false true 125 0 true 161 true false false false false false false false false false false false false false false false X 47 46 false false false false false false false true true false false false true true true true true true true true false false CA X X Jeegisha Panchal 9492636153 18012 Mitchell South Irvine CA 92614 HUGH CONNERS TREASURER, DIRECTOR 1.0 X X 0 0 0 LAWRENCE R ARMSTRONG VICE CHAIR 1.0 X X 0 0 0 MAGGIE O'SULLIVAN SECRETARY, DIRECTOR 1.0 X X 0 0 0 NANDA KUMAR CHERUVATATH CHAIR 1.0 X X 0 0 0 SUSAN B PARKS PRESIDENT, CEO 37.5 X X 454940 0 18570 ALLEN STAFF DIRECTOR 1.0 X 0 0 0 AMY MATHIESON DIRECTOR 1.0 X 0 0 0 ANTONELLA CASTRO DIRECTOR 1.0 X 0 0 0 BILL MAURER DIRECTOR 1.0 X 0 0 0 BILL PEDIGO DIRECTOR 1.0 X 0 0 0 CHRISTINE SCHEUNEMAN DIRECTOR 1.0 X 0 0 0 CODY TUBBS DIRECTOR 1.0 X 0 0 0 EDWARD MORA DIRECTOR 1.0 X 0 0 0 GREG CUSTER DIRECTOR 1.0 X 0 0 0 HENRY MENDOZA DIRECTOR 1.0 X 0 0 0 IDO DOTAN DIRECTOR 1.0 X 0 0 0 JACQUELINE AKERBLOM DIRECTOR 1.0 X 0 0 0 JACQUES BALLARD DIRECTOR 1.0 X 0 0 0 JAMES JOHNSON JR DIRECTOR 1.0 X 0 0 0 JARROD INGLE DIRECTOR 1.0 X 0 0 0 JAY ORLANDI DIRECTOR 1.0 X 0 0 0 JOE NUZZOLESE DIRECTOR 1.0 X 0 0 0 JOHN F SIMONIS DIRECTOR 1.0 X 0 0 0 JOHN VALENTA DIRECTOR 1.0 X 0 0 0 JULIE MILLER-PHIPPS DIRECTOR 1.0 X 0 0 0 KEITH KOBATA DIRECTOR 1.0 X 0 0 0 KENNETH LICKEL DIRECTOR 1.0 X 0 0 0 LARRY LABRADO DIRECTOR ( OUTGOING 2/12/2025) 1.0 X 0 0 0 LISA LOCKLEAR DIRECTOR (OUTGOING 6/30/2025) 1.0 X 0 0 0 M MABOOB AKHTER DIRECTOR 1.0 X 0 0 0 MARK CLEMENS DIRECTOR 1.0 X 0 0 0 MARTHA V DANIEL DIRECTOR (OUTGOING 7/31/2024) 1.0 X 0 0 0 MARY GARRETT DIRECTOR 1.0 X 0 0 0 MICHAEL A JOHNSON DIRECTOR 1.0 X 0 0 0 MICHAEL O'MAHONEY DIRECTOR (OUTGOING 9/26/2024) 1.0 X 0 0 0 MITCHELL SHENKIN DIRECTOR 1.0 X 0 0 0 NISHA VERMA DIRECTOR 1.0 X 0 0 0 NIZA OUN-NGUYEN DIRECTOR 1.0 X 0 0 0 PHONG HUYNH DIRECTOR 1.0 X 0 0 0 RENEE HENDRICK DIRECTOR 1.0 X 0 0 0 RICHARD SANCHEZ DIRECTOR 1.0 X 0 0 0 ROBBIN NARIKE PRECIADO DIRECTOR 1.0 X 0 0 0 RYAN FLYNN DIRECTOR 1.0 X 0 0 0 RYAN SMITH DIRECTOR 1.0 X 0 0 0 SHIRIN BEHZADI DIRECTOR 1.0 X 0 0 0 SRIDHAR SUNDARAM DIRECTOR 1.0 X 0 0 0 STEVEN D ALLISON DIRECTOR 1.0 X 0 0 0 EMILEE TELLO CHIEF FINANCIAL OFFICER (OUTGOING 4/2025) 37.5 X 226548 0 19855 JEEGISHA PANCHAL CHIEF FINANCIAL OFFICER 37.5 X 0 0 0 ANN RAMIREZ CHIEF STRATEGY OFFICER 37.5 X 187317 0 22262 CHRIS TICKNOR CHIEF TRANSFORMATION OFFICER 37.5 X 232838 0 622 CHRISTINE MARIE DITTMER CHIEF PHILANTHROPY OFFICER 37.5 X 167660 0 9297 ELIZABETH ANDRADE EXECUTIVE DIRECTOR, 211OC 37.5 X 200439 0 622 MICHAEL LEO GREENE VICE PRESIDENT, IT 37.5 X 176530 0 14837 REBECCA HEYHOE EXECUTIVE DIRECTOR, U2EH 37.5 X 170793 0 13935 ANDREW BARSOUMFAHMY EXECUTIVE DIRECTOR, U4FS 37.5 X 147673 0 9477 ROSE MARY BUENAVENTURA VICE PRESIDENT DEVOPS (INACTIVE) 37.5 X 164070 0 11302 SERGIO CONTRERAS EXECUTIVE DIRECTOR, U4SS 37.5 X 148003 0 5062 TAMARA THOMPSON VP DEVELOPMENT (INACTIVE) 37.5 X 153904 0 14231 YAHAIRA MARCELA ORTIZ DIRECTOR, OPERATIONS 37.5 X 146487 0 12602 2577202 0 152674 28 false true false SYNOPTEK LLC PO BOX 737625 DALLAS TX 75373 SOFTWARE DEVELOPMENT 152782 GREEN RIVER DATA ANALYSIS LLC 167 MAIN STREET SUITE 103 BRATTLEBORO VT 05301 DATA WAREHOUSE 122915 PAULA MATTSON 4177 SUSSEX CIRCLE CYPRESS CA 90630 CONTRACTOR-PROJECT MANAGEMENT 111833 3 1262407 10024318 24819815 1127300 36106540 0 0 0 0 0 767862 767862 192858 192858 0 0 1127300 1127300 0 0 81029 1262407 535922 -454893 -454893 0 0 0 0 0 36612367 0 0 505827 20234972 20234972 2234601 1523717 97575 613309 4048216 2685002 391505 971709 110971 73377 11190 26404 485547 329221 37832 118494 509377 339722 40574 129081 248523 248523 103304 103304 736881 245923 159165 331793 388937 198276 23850 166811 320169 93230 170945 55994 927919 399928 422665 105326 241917 144352 49449 48116 7949 682 71 7196 82196 10097 42071 30028 211856 127114 42371 42371 322726 193636 64545 64545 33671 20202 6734 6735 0 0 0 0 31249732 26619451 1912369 2717912 9221947 7019235 4457855 9840438 0 0 237498 266716 6789444 4476766 2548436 2312678 17171101 19231188 0 0 0 0 33636837 38670255 6915831 5351425 422300 10000 0 0 0 7338131 5361425 X 21626197 28636321 4672509 4672509 26298706 33308830 33636837 38670255 5362635 1342907 304582 0 X false true true true true X 47745113 67629732 35213467 26408207 36106540 213103059 0 0 47745113 67629732 35213467 26408207 36106540 213103059 3266593 209836466 296459 322117 462237 711530 960720 2753063 0 0 12 0 14739 0 14751 215870873 0 0.97205 0.984 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - 0.0, COLUMN B - 12.0, COLUMN C - 0.0, COLUMN D - 14739.0, COLUMN E - 0.0, COLUMN F - 14751.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10350 3450 13800 31235932 31249732 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 51500 58733 52784 13800 176817 250000 250000 250000 250000 1000000 1500000 38625 44050 39588 10350 132613 55 6059433 5991139 563807 true true 16671345 1599606 78810 18192141 15507042 20000 1844303 700000 16671345 14771124 10000 1425918 700000 15507042 17997325 638 -2126839 1100000 14771124 15050239 101142 4245944 1400000 17997325 0.74 0.26 0.0 false false 722039 722039 2089639 2089639 0 2152129 1271734 880395 1675300 1079897 595403 150337 35496 114841 2312678 0 X 33942221 1342907 336846 1679753 32262468 4349899 4349899 36612367 26932097 0 0 26932097 4317635 4317635 31249732 Schedule D, Part V, Line 4 Intended uses of endowment funds PURPOSE - ENDOWMENT FUNDS THE PRINCIPLE OBJECTIVE OF THE ENDOWMENT FUND IS TO PROVIDE A SOURCE OF INCOME TO HELP FUND THE ORGANIZATION'S OPERATIONAL COSTS, THEREBY PROVIDING SOME PROTECTION AGAINST FLUCTUATIONS IN ANNUAL CAMPAIGN REVENUE AND MAXIMIZING THE AMOUNT OF RESOURCES FOCUSED ON THE COMMUNITY'S MOST CRITICAL ISSUES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS EXEMPT FROM INCOME TAXES TO THE EXTENT PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) NO. 740, INCOME TAXES (ASC 740), SURROUNDING ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS. ASC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. ASC 740 ALSO PROVIDES GUIDANCE ON ACCOUNTING FOR INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS. THE ORGANIZATION REPORTS INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS WITHIN ORGANIZATIONAL ADMINISTRATION SUPPORT SERVICES IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 PRIOR-YEAR REALLOCATION TO CI - 336846 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements DONOR DESIGNATIONS NET OF FEES - 4317635 PRIOR-YEAR PLEDGE LOSS ADJUSTMENT - 32264 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements DONOR DESIGNATION AND DONOR DESIGNATION FEES - 4317635 WPF BREAKFAST 519180 487526 31654 38561 56624 0 29528 FALL FUNDRAISER 824256 774881 49375 18678 54363 96133 17785 224250 0 0 1343436 1262407 81029 18678 92924 152757 17785 253778 535922 -454893 true ABRAZAR INC 7101 WYOMING STREET WESTMINSTER CA 92683 330301538 501(C)(3) 711500 INCOME AND EDUCATION WORKING WARDROBES FOR A NEW START 2000 E MCFADDEN AVE SUITE 100 SANTA ANA CA 92705 330669145 501(C)(3) 165000 HUMAN SERVICES THE CHRYSALIS CENTER 522 S MAIN STREET LOS ANGELES CA 90013 953972624 501(C)(3) 106000 HEALTH/HUMAN SERVICES GOOD HANDS FOUNDATION 12 RUE BRITTANY FOOTHILL RANCH CA 92610 471888690 501(C)(3) 88000 INCOME ANAHEIM ELEMENTARY SCHOOL DISTRICT 1001 S EAST STREET ANAHEIM CA 92805 956000119 501(C)(3) 55450 HEALTH/HUMAN SERVICES SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DRIVE COSTA MESA CA 92626 237287150 501(C)(3) 34065 EDUCATION ACCESS CALIFORNIA SERVICES 300 W CARL KARCHER WAY ANAHEIM CA 92801 330826205 501(C)(3) 34000 INCOME ANAHEIM UNION HIGH SCHOOL DISTRICT 501N CRESCENT WAY ANAHEIM CA 92801 956000120 501(C)(3) 30000 EDUCATION ONEOC 1901 EAST 4TH STREET SANTA ANA CA 92705 952021700 501(C)(3) 26800 HEALTH/HUMAN SERVICES RADIANT FUTURES PO BOX 916 FULLERTON CA 92832 510201813 501(C)(3) 25000 INCOME/HOUSING ASIAN AMERICAN SENIOR CITIZENS SERVICE 850 N BIRCH STREET SANTA ANA CA 92701 330396096 501(C)(3) 24500 INCOME/HEALTH LAGUNA WOODS VILLAGE PC CLUB 24351 EL TORO ROAD LAGUNA WOODS CA 92637 421645625 501(C)(3) 24000 INCOME COMMUNITY ACTION PARTNERSHIP 11870 MONARCH GARDEN GROVE CA 92841 952452787 501(C)(3) 22000 INCOME/HEALTH DAYLE MCINTOSH CENTER FOR THE DISABLED 501 N BROOKHURST STREET ANAHEIM CA 92801 953313707 501(C)(3) 20000 HEALTH/HUMAN SERVICES EVERFREE 337 N CLARK STREET ORANGE CA 92868 352534806 501(C)(3) 20000 HEALTH/HUMAN SERVICES GARDEN GROVE UNIFIED SCHOOL DISTRICT 10331 STANFORD AVENUE GARDEN GROVE CA 92840 952378800 501(C)(3) 20000 EDUCATION THE SALVATION ARMY 30840 HAWTHORNE BLVD RANCHO PALOS VERDES CA 90275 941156347 501(C)(3) 20000 HEALTH/HUMAN SERVICES VIETNAMESE AMERICAN CANCER FOUNDATION 17150 NEWHOPE STREET SUITE 203 FOUNTAIN VALLEY CA 92708 912170415 501(C)(3) 20000 HEALTH/HUMAN SERVICES SANTIAGO DE COMPOSTELA CHURCH 21682 LAKE FOREST DRIVE LAKE FOREST CA 92630 953402508 501(C)(3) 19352 INCOME SAN FRANCISCO SOLANO CATHOLIC CHURCH 22082 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 953018918 501(C)(3) 18000 INCOME ST KILIAN CATHOLIC CHURCH 26872 ESTANCIERO DRIVE MISSION VIEJO CA 92691 362171058 501(C)(3) 17500 INCOME CAPISTRANO UNIFIED SCHOOL DISTRICT 33122 VALLE ROAD SAN JUAN CAPISTRANO CA 92677 952321055 501(C)(3) 15000 EDUCATION COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY 1505 E 17TH STREET SUITE 121 SANTA ANA CA 92705 472671013 501(C)(3) 15000 EDUCATION INTERNATIONAL SANCTUARY 27001 MOULTON PARKWAY STE A-203 LAGUNA HILLS CA 92656 392061146 501(C)(3) 15000 HEALTH/HUMAN SERVICES BOYS & GIRLS CLUBS OF CENTRAL ORANGE COAST 17701 COWAN SUITE 110 IRVINE CA 92614 951893417 501(C)(3) 14000 HEALTH/HUMAN SERVICES SECOND HARVEST FOOD BANK 8014 MARINE WAY IRVINE CA 92618 320362611 501(C)(3) 13395 HEALTH CALIFORNIA STATE UNIVERSITY FULLERTON 800 N STATE COLLEGE BLVD FULLERTON CA 92831 330567945 501(C)(3) 12000 INCOME i5 FREEDOM NETWORK 160 AVENIDA GRANADA SAN CLEMENTE CA 92672 474898095 501(C)(3) 12000 HEALTH/HUMAN SERVICES GOODWILL INDUSTRIES OF ORANGE COUNTY - DES 410 N FAIRVIEW STREET SANTA ANA CA 92703 951644018 501(C)(3) 11500 HUMAN SERVICES UNIDOS SOUTH OC INC 31392 LA MATANZA STREET SAN JUAN CAPISTRANO CA 92675 823510252 501(C)(3) 10000 HOUSING ABIDING SAVIOR LUTHERAN CHURCH 23262 EL TORO ROAD LAKE FOREST CA 92630 593081174 501(C)(3) 9000 HEALTH/HUMAN SERVICES BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 9000 HEALTH/HUMAN SERVICES VANGUARD UNIVERSITY FINANCIAL AID OFFICE COSTA MESA CA 92626 956002998 501(C)(3) 7500 EDUCATION COASTLINE COMMUNITY COLLEGE 11460 WARNER AVENUE FOUNTAIN VALLEY CA 92708 330094898 501(C)(3) 6250 EDUCATION FOSTER GREATNESS PO BOX 6392 LAGUNA NIGUEL CA 92607 834232638 501(C)(3) 6000 HUMAN SERVICES 35 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds GENERAL INFO - GRANTS & ASSISTANCE: ORANGE COUNTY'S UNITED WAY MONITORS THE USE OF GRANT FUNDS BY ENGAGING IN A FORMAL GRANT AGREEMENT WITH THE AGENCY REFERENCING THE FUNDED PROGRAM AND ANTICIPATED OUTCOMES. QUARTERLY REPORTS ARE REQUIRED AND MEASURED AGAINST ANTICIPATED OUTCOMES. IN ADDITION, UPDATED FINANCIAL STATEMENTS AND AUDIT REPORTS ARE REQUIRED. ANY PERFORMANCE PROBLEMS WITH THE GRANTEE ARE MONITORED BOTH BY STAFF AND THE COMMUNITY IMPACT COMMITTEE. X X true true X X X false false false false false false false false false SUSAN B PARKS PRESIDENT, CEO 382440 0 72500 0 0 0 9093 0 9477 0 473510 0 9387 0 EMILEE TELLO CHIEF FINANCIAL OFFICER (OUTGOING 4/2025) 226548 0 0 0 0 0 6985 0 12870 0 246403 0 6600 0 CHRIS TICKNOR CHIEF TRANSFORMATION OFFICER 232838 0 0 0 0 0 0 0 622 0 233460 0 0 0 ANN RAMIREZ CHIEF STRATEGY OFFICER 187317 0 0 0 0 0 6320 0 15942 0 209579 0 5145 0 ELIZABETH ANDRADE EXECUTIVE DIRECTOR, 211OC 180439 0 20000 0 0 0 0 0 622 0 201061 0 0 0 MICHAEL LEO GREENE VICE PRESIDENT, IT 176530 0 0 0 0 0 5360 0 9477 0 191367 0 4380 0 REBECCA HEYHOE EXECUTIVE DIRECTOR, U2EH 170793 0 0 0 0 0 4458 0 9477 0 184728 0 4244 0 CHRISTINE MARIE DITTMER CHIEF PHILANTHROPY OFFICER 167660 0 0 0 0 0 0 0 9297 0 176957 0 4580 0 ROSE MARY BUENAVENTURA VICE PRESIDENT DEVOPS (INACTIVE) 164070 0 0 0 0 0 1825 0 9477 0 175372 0 0 0 TAMARA THOMPSON VP DEVELOPMENT (INACTIVE) 153904 0 0 0 0 0 4754 0 9477 0 168135 0 4580 0 ANDREW BARSOUMFAHMY EXECUTIVE DIRECTOR, U4FS 147673 0 0 0 0 0 0 0 9477 0 157150 0 0 0 SERGIO CONTRERAS EXECUTIVE DIRECTOR, U4SS 148003 0 0 0 0 0 4440 0 622 0 153065 0 4040 0 YAHAIRA MARCELA ORTIZ DIRECTOR, OPERATIONS 131487 0 15000 0 0 0 3125 0 9477 0 159089 0 2647 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees 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. 18 1127300 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Closely held stock - THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. Form 990, Part VI, Line 11b Review of form 990 by governing body GOVERNING BODY & MGMT - REVIEW OF FORM 990: THE CFO WORKED CLOSELY WITH THE INDEPENDENT TAX PREPARER IN THE PREPARATION OF THE ORGANIZATION'S TAX RETURN. THE FINAL PRODUCT WAS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy POLICIES - MONITOR AND COMPLIANCE ENFORCEMENT: OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. CONFLICT STATEMENTS ARE REVIEWED ANNUALLY AND ANY STATED CONFLICT IS REVIEWED BY THE BOARD DEVELOPMENT COMMITTEE AND BY THE BOARD OF DIRECTORS Form 990, Part VI, Line 15a Process to establish compensation of top management official POLICIES - COMPENSATION: THE EXECUTIVE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT DIRECTORS RESPONSIBLE FOR REVIEW AND APPROVAL OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES. ORANGE COUNTY'S UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE RETENTION OF HIGH CALIBER EXECUTIVES. THE COMMITTEE CONSIDERS NUMEROUS FACTORS INCLUDING OCUW'S MISSION AND GOALS, COMPARABLE COMPENSATION OFFERED IN COMPARABLE MARKETS AND OVERALL PERFORMANCE OF THE CEO AND KEY EMPLOYEES. AS PART OF THE PROCESS THE COMMITTEE REVIEWS A SUMMARY OF SALARY DATA PUBLISHED IN COMPENSATION SURVEYS FROM INDEPENDENT SOURCES INCLUDING UNITED WAY WORLDWIDE AND REGIONAL DATA FROM OTHER NON-PROFITS IN SOUTHERN CALIFORNIA. THE COMMITTEE ALSO REVIEWED THE PERFORMANCE INCENTIVE PROGRAM. THIS PLAN IS DESIGNED TO REWARD PERFORMANCE BASED ON BOTH QUANTIFIABLE AND NON QUANTIFIABLE SPECIFIC ORGANIZATIONAL DRIVERS. FINALLY, THE COMMITTEE REVIEWED AND DETERMINED OTHER COMPENSATION WHICH INCLUDES HEALTH AND WELFARE BENEFITS AND CONTRIBUTIONS TO A QUALIFIED RETIREMENT PLAN. THE COMMITTEE BELIEVES THE COMPENSATION PROGRAM AND INFORMATION DESCRIB ABOVE IS IN LINE WITH ORANGE COUNTY UNITED WAY'S MISSION AND GOALS AND ACCURATELY REFLECTS A COMPETITIVE PROGRAM TO ATTRACT AND RETAIN HIGH LEVEL EXECUTIVES. Form 990, Part VI, Line 19 Required documents available to the public DISCLOSURE - GOVERNING DOCS, CONFLICT OF INTEREST POLICY & FINANCIALS: THE FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND GUIDESTAR. ANY OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.