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Community Development : United Ways (Grantmaking/Grants Payable)

Orange County United Way

Doing More for Our Community

three stars

88.09

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

Board Leadership
Steve Churm
Chair

CEO
Susan B. Parks
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 88.09 three stars
  Financial 83.16 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Our Mission: To improve lives in Orange County by delivering measurable long-term solutions to complex issues in education, financial stability, health and housing.

What We Do: Today's Orange County United Way is doing more for the Education, Health, Housing and Financial Stability of every person in Orange County. More than a fundraiser, we're hands-on, delivering more than 50 Community Impact programs countywide. We focus on long-term solutions to the most critical interconnected challenges facing local children and families. United Way is doing more to make long-term measurable difference in the lives of children and families right here in Orange County.

Our Mission: To improve lives in Orange County by delivering measurable long-term solutions to complex issues in education, financial stability, health and housing.

What We Do: Today's Orange County United Way is doing more for the Education, Health, Housing and Financial Stability of every person in Orange County. More than a fundraiser, we're hands-on, delivering more than 50 Community Impact programs countywide. We focus on long-term solutions to the most critical interconnected challenges facing local children and families. United Way is doing more to make long-term measurable difference in the lives of children and families right here in Orange County.

Impact Information

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This impact information is current as of August 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

83.16

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2019 and includes data from FY2018, 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)
81.6%
  Administrative Expenses 6.2%
  Fundraising Expenses 12.1%
  Fundraising Efficiency $0.12
  Working Capital Ratio (years) 0.95
  Program Expenses Growth -6.4%
  Liabilities to Assets 22.6%
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) 88.09 three stars
United Way of the Wine Country (CA) 98.23 four stars
Bergen County's United Way (NJ) 90.66 four stars
United Way of Northeastern Minnesota (MN) 92.22 four stars
United Way of El Paso County (TX) 91.98 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $15,052,563
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $551,864
   Related Organizations $0
   Government Grants $0
Total Contributions $15,604,427
   Program Service Revenue $0
Total Primary Revenue $15,604,427
   Other Revenue $988,879
TOTAL REVENUE $16,593,306
   
EXPENSES  
   Program Expenses $13,087,604
   Administrative Expenses $898,300
   Fundraising Expenses $2,292,351
TOTAL FUNCTIONAL EXPENSES $16,278,255
   
Payments to Affiliates $183,939
Excess (or Deficit) for the year $315,051
   
Net Assets $21,550,987

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 $6,750,684 51.6%
Community Impact Allocation Pool $3,990,426 30.5%
Community Impact Grants $2,346,494 17.9%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 07/01/2019 88.09 three stars
2017-06 03/01/2019 89.73 three stars
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

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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$165,523 1.01% Susan B. Parks President, CEO
Other Salaries of Note
$153,377 0.94% Max Gardner Former President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Orange County United Way (CA) 88.09 three stars
United Way of Beaumont & North Jefferson County (TX) 90.16 four stars
Capital Area United Way, Michigan (MI) 92.53 four stars
United Way of Blount County (TN) 100.00 four stars
United Way of Rock River Valley (IL) 89.20 three stars

Compare These Charities (Highly Rated)

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) 271-8053
EIN: 33-0047994

Visit Web Site

Board Leadership

Steve Churm
Chair

CEO

Susan B. Parks
President & CEO

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