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Community Development : United Ways (Grantmaking/Grants Payable)

Orange County United Way

UNITED4OC. Let's FACE 2024 together.

three stars

89.35

18012 Mitchell South Irvine, CA 92614
tel: (949) 660-7600   Web Site
EIN: 33-0047994

Board Leadership
Ian Leisegang
Chair

CEO
Susan B. Parks
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 89.35 three stars
  Financial 85.48 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/01/2018 and includes data from FY2017, the most recent 990 received at that time.

Our Mission:
We fight for the education, health, housing and financial stability of every person in Orange County

What We Do:
We invest in Orange County children, families, and individuals by mobilizing our community to meet their most basic human needs-food, shelter, and medical care-while creating pathways to self-sufficient futures through education and training.

In short, we help people help themselves.

To do this, we focus on the Building Blocks for a self-sufficient life:

Education - Helping children and youth reach their potential:
- Readiness to succeed in school
- Academic achievement
- Productive and engaged youth

Income - Promoting financial stability and independence:
- Develop job skills
- Increase income
- Build savings
- Gain and sustain assets

Health - Supporting healthy lives:
- Essential food and proper nutrition
- Safe shelter and secure housing
- Basic health care

Our Mission:
We fight for the education, health, housing and financial stability of every person in Orange County

What We Do:
We invest in Orange County children, families, and individuals by mobilizing our community to meet their most basic human needs-food, shelter, and medical care-while creating pathways to self-sufficient futures through education and training.

In short, we help people help themselves.

To do this, we focus on the Building Blocks for a self-sufficient life:

Education - Helping children and youth reach their potential:
- Readiness to succeed in school
- Academic achievement
- Productive and engaged youth

Income - Promoting financial stability and independence:
- Develop job skills
- Increase income
- Build savings
- Gain and sustain assets

Health - Supporting healthy lives:
- Essential food and proper nutrition
- Safe shelter and secure housing
- Basic health care

Financial

three stars

85.48

Accountability & Transparency

four stars

96.00

This rating was published 12/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
82.2%
  Administrative Expenses 6.6%
  Fundraising Expenses 11.0%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 0.87
  Program Expenses Growth -1.7%
  Liabilities to Assets 26.7%
All data for Financial Performance Metrics calculations was provided by Orange County United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Orange County United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Orange County United Way (CA) 89.35 three stars
Greater Ottawa County United Way (MI) 91.47 four stars
United Way of Miami-Dade (FL) 90.46 four stars
United Way of Northern Shenandoah Valley (VA) 95.09 four stars
United Way of Baldwin County (AL) 95.85 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $16,023,114
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $359,100
   Related Organizations $0
   Government Grants $0
Total Contributions $16,382,214
   Program Service Revenue $0
Total Primary Revenue $16,382,214
   Other Revenue $497,633
TOTAL REVENUE $16,879,847
   
EXPENSES  
   Program Expenses $14,928,661
   Administrative Expenses $946,551
   Fundraising Expenses $2,072,129
TOTAL FUNCTIONAL EXPENSES $17,947,341
   
Payments to Affiliates $209,897
Excess (or Deficit) for the year $-1,067,494
   
Net Assets $20,956,257

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Donor Designated Funding $7,799,238 52.2%
Community Impact Allocation Pool $4,871,289 32.6%
Community Impact Grants $2,258,134 15.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 12/01/2018 89.35 three stars
2016-06 11/01/2017 87.27 three stars
2015-06 10/01/2016 87.45 three stars
2014-06 06/01/2016 92.29 four stars
 
CN 2.0
2014-06 12/01/2015 89.24 three stars
2014-06 11/01/2015 88.87 three stars
2013-06 12/22/2014 88.98 three stars
2012-06 09/01/2013 93.55 four stars
2011-06 07/01/2012 81.03 three stars
2010-06 06/01/2012 88.17 three stars
2010-06 09/20/2011 87.98 three stars
 
CN 1.0
2009-06 09/01/2010 73.00 two stars
2008-06 08/01/2009 75.77 two stars
2007-06 10/01/2008 83.41 three stars
2006-06 09/01/2007 87.24 three stars
2005-06 10/01/2006 81.78 three stars
2004-06 07/01/2005 77.44 two stars
2003-06 08/01/2004 79.88 two stars
2002-06 04/15/2003 87.99 three stars
2001-06 10/15/2002 81.92 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 33-0047994
Name in IRS Master File ORANGE COUNTYS UNITED WAY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date November, 1985
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$315,508 1.75% Max Gardner President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Orange County United Way (CA) 89.35 three stars
United Way of Central Massachusetts (MA) 87.07 three stars
United Way of Whatcom County (WA) 95.11 four stars
United Way of Midland County (MI) 90.49 four stars
United Way of the Capital Region (PA) 91.62 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Orange County United Way
18012 Mitchell South
Irvine, CA 92614
tel: (949) 660-7600
fax: (949) 724-3030
EIN: 33-0047994

Visit Web Site

Board Leadership

Ian Leisegang
Chair

CEO

Susan B. Parks
President & CEO

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