ORANGE COUNTY'S UNITED WAY

IRVINE, CA, 926146008 (949) 660-7600 Est. 1940 EIN 33-0047994
T700 - Philanthropy & Grantmaking 990 - Public charity return 501(c)(3)
www.unitedwayoc.org

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.

Giving Portfolio

Total Grants
433
Total Giving
$68.0M
Recipients
427
Years Active
2017 - 2024
Avg grant: $185,726 Median: $35,250

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202435$1.7M $47K827
2023142$7.0M $49K6774
202280$8.6M $108K4435
202136$2.6M $72K1124
202047$42.1M $897K442
201944$2.6M $58K1528
201749$3.3M $68K480

Sectors Funded

Human Services
84
Health Care
29
Philanthropy & Grantmaking
28
Education
28
Housing & Shelter
18
Community Improvement
14
Mental Health & Crisis Intervention
13
Arts, Culture & Humanities
11
and 12 more sectors

Top States

California
432
Illinois
1

Grantee Size Profile

$1M - $5M
91
$10M - $50M
85
Over $50M
51
$100K - $500K
42
$5M - $10M
27
$500K - $1M
16
Under $100K
14

Top Grantees

Page 1 of 3
OTHERS (PASS-THRU 501C(3) & LESS THAN 5000)
CA
$39.6M
CA - 7 grants
$4.1M
ANAHEIM UNION HIGH SCHOOL DISTRICT
CA - 7 grants
$840K
$823K
CA - 7 grants
$570K
Orange County Department of Education
CA - 3 grants
$540K
GARDEN GROVE UNIFIED SCHOOL DISTRICT
CA - 7 grants
$465K
ORANGE COUNTY DEPARTMENT OF EDUCATION
CA - 3 grants
$460K

Grants Awarded · 369 grants

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Financials

Total Revenue
$36,612,367
Total Expenses
$31,249,732
Net Assets
$33,308,830
161 employees 9,241 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
12.8 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 36.3%
Expenses ↑ 0.1%
Revenue Sources
Contributions 98.6% Investment 2.1%
Expense Breakdown
Program 85.2% Management 6.1% Fundraising 8.7%

Officers & Trustees (60)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jul 1, 2024 to Jun 30, 2025
$36,612,367 ↑$31,249,732$33,308,830
2023 990 - Public charity return
Jul 1, 2023 to Jun 30, 2024
$26,857,072 ↓$31,221,089$26,298,706
2022 990 - Public charity return
Jul 1, 2022 to Jun 30, 2023
$35,436,311 ↓$32,869,349$27,825,049
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$67,720,545 ↑$68,439,130$23,484,843
2020 990 - Public charity return
Jul 1, 2020 to Jun 30, 2021
$47,986,358 ↑$48,990,809$26,169,784
2019 990 - Public charity return
Jul 1, 2019 to Jun 30, 2020
$18,831,807 ↑$20,164,712$23,123,408
2017 990 - Public charity return
Jul 1, 2017 to Jun 30, 2018
$16,593,306 $16,278,255$21,550,987

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EIN: 33-0047994 · Source: IRS Form 990 e-file data