ORANGE COUNTYS UNITED WAY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ORANGE COUNTYS UNITED WAY (EIN 33-0047994)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-03-04
IRS object ID: 202420649349301552
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-03-04T14:40:26-06:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	221 N WALL STREET SUITE 400	AddressLine1Txt
City	SPOKANE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	99201	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330047994	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Orange County's United Way	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% EMILEE TELLO	InCareOfNm
Business Name Control	ORAN	BusinessNameControlTxt
Phone	9496607600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL SOUTH	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	926146008	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SUSAN B PARKS	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	9492636153	PhoneNum
Signature	2024-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SUSAN B	PersonFirstNm
Person Last	PARKS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CINDY J JANIKOWSKI	PreparerPersonNm
PTIN	P00165179	PTIN
Phone	5097478095	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SUSAN B PARKS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL SOUTH	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92614	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$35,954,065	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.unitedwayoc.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1940	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	To improve lives in Orange County by delivering measurable long-term solutions to complex issues in education, financial stability, health, and housing.	ActivityOrMissionDesc
Voting Members Governing Body	50	VotingMembersGoverningBodyCnt
Voting Members Independent	49	VotingMembersIndependentCnt
Total Employee	94	TotalEmployeeCnt
Total Volunteers	3724	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$67,629,732	PYContributionsGrantsAmt
CY Contributions Grants	$35,213,467	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$190,009	PYInvestmentIncomeAmt
CY Investment Income	$300,393	CYInvestmentIncomeAmt
PY Other Revenue	-$99,196	PYOtherRevenueAmt
CY Other Revenue	-$77,549	CYOtherRevenueAmt
PY Total Revenue	$67,720,545	PYTotalRevenueAmt
CY Total Revenue	$35,436,311	CYTotalRevenueAmt
PY Grants And Similar Paid	$60,481,302	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$24,868,789	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,319,584	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,417,233	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,914,159	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,638,244	PYOtherExpensesAmt
CY Other Expenses	$2,583,327	CYOtherExpensesAmt
PY Total Expenses	$68,439,130	PYTotalExpensesAmt
CY Total Expenses	$32,869,349	CYTotalExpensesAmt
PY Revenues Less Expenses	-$718,585	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,566,962	CYRevenuesLessExpensesAmt
Total Assets BOY	$28,387,789	TotalAssetsBOYAmt
Total Assets EOY	$35,318,073	TotalAssetsEOYAmt
Total Liabilities BOY	$4,902,946	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,493,024	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$23,484,843	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$27,825,049	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	To improve lives in Orange County by delivering measurable long-term solutions to complex issues in education, financial stability, health, and housing. Orange County United Way is committed to breaking barriers and improving lives for everyone who lives here. We deliver programs and services countywide to advance the Education, Health, Housing and Financial Stability of people in Orange County. Through our three 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 neighbors experiencing homelessness find a place to call home. We step up to actively address the critical issues facing our community and we go the extra mile to make sure our residents have the support they need. We are committed to caring for one another. That's #TheOCWay. To learn more or discover how you can help, visit www.unitedwayoc.org.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$20,991,184	ExpenseAmt
Grant	$20,991,184	GrantAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$3,292,435	ExpenseAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$3,877,605	ExpenseAmt
Grant	$3,877,605	GrantAmt
Desc	SEE SCHEDULE O	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$28,161,224	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	159	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	94	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953	false	ExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	50	GoverningBodyVotingMembersCnt
Independent Voting Member	49	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	EMILEE TELLO	PersonNm
Phone	9496607600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL SOUTH	AddressLine1Txt
City	IRVINE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92614	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
SUSAN B PARKS
President, CEO	37.5	0.0	Yes (X)	Yes (X)	$424,607	$0	$17,840
Emilee Tello
Chief Financial Officer	37.5	0.0		Yes (X)	$222,858	$0	$18,043
Chris Ticknor
Chief Transformation Officer	37.5	0.0			$235,669	$0	$653	Yes (X)
Mike Greene
Vice President, Operations	37.5	0.0			$145,063	$0	$12,938		Yes (X)
Rebecca Heyhoe
Executive Director, U2EH	37.5	0.0			$144,618	$0	$12,596		Yes (X)
Tamara Thompson
Vice President, Development	37.5	0.0			$143,353	$0	$13,094		Yes (X)
Sergio Contreras
Executive Director, U4SS	37.5	0.0			$143,508	$0	$4,720		Yes (X)
Ann Ramirez
Vice President, Grants & Contr	37.5	0.0			$115,519	$0	$18,564		Yes (X)
KENNETH F LICKEL
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL M RUANE
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
ERNEST SCHROEDER
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
ANTONELLA CASTRO
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
TIMOTHY S CLYDE
Secretary, Director	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
TAM NGUYEN
Director	1.0	0.0	Yes (X)		$0	$0	$0
STEVEN D ALLISON
Director	1.0	0.0	Yes (X)		$0	$0	$0
BEN ALVARADO
Treasurer, Director	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
CHARLES ANTIS
Director	1.0	0.0	Yes (X)		$0	$0	$0
LAWRENCE R ARMSTRONG
Director	1.0	0.0	Yes (X)		$0	$0	$0
SHIRIN BEHZADI
Director	1.0	0.0	Yes (X)		$0	$0	$0
MARK CLEMENS
Director	1.0	0.0	Yes (X)		$0	$0	$0
MARTHA V DANIEL
Director	1.0	0.0	Yes (X)		$0	$0	$0
DIANE BROOKS DIXON
Director (Outgoing 12/30/2022)	1.0	0.0	Yes (X)		$0	$0	$0
JEFF HITTENBERGER
Director	1.0	0.0	Yes (X)		$0	$0	$0
JAMES JOHNSON JR
Director	1.0	0.0	Yes (X)		$0	$0	$0
MICHAEL A JOHNSON
Director	1.0	0.0	Yes (X)		$0	$0	$0
JACQUELINE A BRYA KELLEY
Director	1.0	0.0	Yes (X)		$0	$0	$0
KEITH KOBATA
Director	1.0	0.0	Yes (X)		$0	$0	$0
NANDA KUMAR CHERUVATATH
Director	1.0	0.0	Yes (X)		$0	$0	$0
ROBERT LAMBERT
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
LISA LOCKLEAR
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
PAULA MATTSON
Vice Chair	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
HENRY MENDOZA
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JOE NUZZOLESE
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MAGGIE O'SULLIVAN
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
BILL PEDIGO
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
ROBBIN NARIKE PRECIADO
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JAMES SCHEINKMAN
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
CHRISTINE SCHEUNEMAN
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
MITCHELL SHENKIN
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JOHN F SIMONIS
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
ALLEN STAFF
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
JOHN VALENTA
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
FRAMROZE VIRJEE
DIRECTOR	1.0	0.0	Yes (X)		$0	$0	$0
STEVE CHURM
Chair, Director	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Phyllis Anderson
Director (Outgoing 2/28/2023)	1.0	0.0	Yes (X)		$0	$0	$0
Hugh Conners
Director	1.0	0.0	Yes (X)		$0	$0	$0
Renee Hendrick
Director	1.0	0.0	Yes (X)		$0	$0	$0
Ann Johnston
Director	1.0	0.0	Yes (X)		$0	$0	$0
Bill Maurer
Director	1.0	0.0	Yes (X)		$0	$0	$0
Victoria Rixon
Director	1.0	0.0	Yes (X)		$0	$0	$0
Richard Sanchez
Director	1.0	0.0	Yes (X)		$0	$0	$0
Ryan Smith
Director	1.0	0.0	Yes (X)		$0	$0	$0
Todd Zegers
Director	1.0	0.0	Yes (X)		$0	$0	$0
Jacques Ballard
Director	1.0	0.0	Yes (X)		$0	$0	$0
Ido Dotan
Director	1.0	0.0	Yes (X)		$0	$0	$0
Joe Hensley
Director	1.0	0.0	Yes (X)		$0	$0	$0
Larry Labrado
Director	1.0	0.0	Yes (X)		$0	$0	$0
Michael O'Mahoney
Director	1.0	0.0	Yes (X)		$0	$0	$0
Jay Orlandi
Director	1.0	0.0	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,575,195	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$98,448	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	14	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Moxie Marketing Agency LLC
2082 Michelson Drive Suite 100	IRVINE	CA	92612	MARKETING	$266,770
Synoptek LLC
412 E Parkcenter Blvd Suite 300	BOISE	ID	83706	Rental Assistance	$375,488
BrainStorm Studios LLC
42 Waterworks Way	IRVINE	CA	92618	Initiative	$104,525

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Fundraising	$1,031,554	FundraisingAmt
Government Grants	$17,459,078	GovernmentGrantsAmt
All Other Contributions	$16,722,835	AllOtherContributionsAmt
Noncash Contributions	$278,361	NoncashContributionsAmt
Total Contributions	$35,213,467	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$300,393	TotalRevenueColumnAmt
Exclusion	$300,393	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$115,811	TotalRevenueColumnAmt
Exclusion	$115,811	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$278,361	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$278,361	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$46,033	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$1,031,554	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$239,393	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$193,360	TotalRevenueColumnAmt
Exclusion	-$193,360	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$35,436,311	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$222,844	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$24,868,789	TotalAmt
Program Services	$24,868,789	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,763,519	TotalAmt
Program Services	$900,623	ProgramServicesAmt
Management And General	$296,856	ManagementAndGeneralAmt
Fundraising	$566,040	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,511,430	TotalAmt
Program Services	$872,854	ProgramServicesAmt
Management And General	$421,648	ManagementAndGeneralAmt
Fundraising	$1,216,928	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$67,890	TotalAmt
Program Services	$44,780	ProgramServicesAmt
Management And General	$6,738	ManagementAndGeneralAmt
Fundraising	$16,372	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$517,347	TotalAmt
Program Services	$341,244	ProgramServicesAmt
Management And General	$51,343	ManagementAndGeneralAmt
Fundraising	$124,760	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$557,047	TotalAmt
Program Services	$357,596	ProgramServicesAmt
Management And General	$55,532	ManagementAndGeneralAmt
Fundraising	$143,919	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$121,632	TotalAmt
Management And General	$121,632	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$51,628	TotalAmt
Management And General	$51,628	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$673,832	TotalAmt
Program Services	$175,191	ProgramServicesAmt
Management And General	$139,696	ManagementAndGeneralAmt
Fundraising	$358,945	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$331,137	TotalAmt
Program Services	$139,311	ProgramServicesAmt
Management And General	$3,269	ManagementAndGeneralAmt
Fundraising	$188,557	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$154,212	TotalAmt
Program Services	$39,155	ProgramServicesAmt
Management And General	$69,100	ManagementAndGeneralAmt
Fundraising	$45,957	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$646,342	TotalAmt
Program Services	$237,570	ProgramServicesAmt
Management And General	$364,299	ManagementAndGeneralAmt
Fundraising	$44,473	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$222,776	TotalAmt
Program Services	$73,516	ProgramServicesAmt
Management And General	$75,744	ManagementAndGeneralAmt
Fundraising	$73,516	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,779	TotalAmt
Program Services	$8,284	ProgramServicesAmt
Management And General	$565	ManagementAndGeneralAmt
Fundraising	$3,930	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$59,394	TotalAmt
Program Services	$144	ProgramServicesAmt
Management And General	$30,654	ManagementAndGeneralAmt
Fundraising	$28,596	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$147,612	TotalAmt
Program Services	$48,712	ProgramServicesAmt
Management And General	$50,188	ManagementAndGeneralAmt
Fundraising	$48,712	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$137,105	TotalAmt
Program Services	$45,245	ProgramServicesAmt
Management And General	$46,616	ManagementAndGeneralAmt
Fundraising	$45,244	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$24,878	TotalAmt
Program Services	$8,210	ProgramServicesAmt
Management And General	$8,458	ManagementAndGeneralAmt
Fundraising	$8,210	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$32,869,349	TotalAmt
Program Services	$28,161,224	ProgramServicesAmt
Management And General	$1,793,966	ManagementAndGeneralAmt
Fundraising	$2,914,159	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$6,352,430	BOYAmt
EOY	$7,203,299	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,079,008	BOYAmt
EOY	$7,773,434	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$69,668	BOYAmt
EOY	$184,798	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$7,486,186	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,385,661	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,264,300	BOYAmt
EOY	$2,100,525	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$13,622,383	BOYAmt
EOY	$18,056,017	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$28,387,789	BOYAmt
EOY	$35,318,073	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,117,371	BOYAmt
EOY	$3,832,524	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$2,785,575	BOYAmt
EOY	$3,660,500	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,902,946	BOYAmt
EOY	$7,493,024	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$18,812,334	BOYAmt
EOY	$23,152,540	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,672,509	BOYAmt
EOY	$4,672,509	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$23,484,843	BOYAmt
EOY	$27,825,049	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$28,387,789	BOYAmt
EOY	$35,318,073	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,566,962	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,184,129	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$589,115	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,007,850	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,548,170	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,745,113	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$67,629,732	CurrentTaxYearMinus1YearAmt
Current Tax Year	$35,213,467	CurrentTaxYearAmt
Total	$187,144,332	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,007,850	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,548,170	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$47,745,113	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$67,629,732	CurrentTaxYearMinus1YearAmt
Current Tax Year	$35,213,467	CurrentTaxYearAmt
Total	$187,144,332	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$521,769	SubstantialContributorsTotAmt
Public Support Total170	$186,622,563	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$259,250	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$352,377	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$296,459	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$322,117	CurrentTaxYearMinus1YearAmt
Current Tax Year	$462,237	CurrentTaxYearAmt
Total	$1,692,440	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,070	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,074	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$16,156	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$188,852,928	TotalSupportAmt
Public Support CY170	0.98819	PublicSupportCY170Pct
Public Support PY170	0.98272	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$44,050	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$14,683	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$58,733	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$32,810,616	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$32,869,349	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$45,000	CurrentYearMinus3Amt
Current Year Minus2	$50,000	CurrentYearMinus2Amt
Current Year Minus1	$51,500	CurrentYearMinus1Amt
Current Year	$58,733	CurrentYearAmt
Total	$205,233	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$33,750	CurrentYearMinus3Amt
Current Year Minus2	$37,500	CurrentYearMinus2Amt
Current Year Minus1	$38,625	CurrentYearMinus1Amt
Current Year	$44,050	CurrentYearAmt
Total	$153,925	TotalAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	56	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$4,711,248	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$4,732,135	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$501,491	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Agent Trustee Etc	false	AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$14,771,124	BeginningYearBalanceAmt
Contributions	$10,000	ContributionsAmt
Investment Earnings Or Losses	$1,425,918	InvestmentEarningsOrLossesAmt
Other Expenditures	$700,000	OtherExpendituresAmt
End Year Balance	$15,507,042	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$17,997,326	BeginningYearBalanceAmt
Contributions	$638	ContributionsAmt
Investment Earnings Or Losses	-$2,126,839	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,100,000	OtherExpendituresAmt
End Year Balance	$14,771,125	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,050,239	BeginningYearBalanceAmt
Contributions	$101,142	ContributionsAmt
Investment Earnings Or Losses	$4,245,944	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,400,000	OtherExpendituresAmt
End Year Balance	$17,997,325	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,234,806	BeginningYearBalanceAmt
Contributions	$75,700	ContributionsAmt
Investment Earnings Or Losses	$439,733	InvestmentEarningsOrLossesAmt
Other Expenditures	$700,000	OtherExpendituresAmt
End Year Balance	$15,050,239	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$15,285,384	BeginningYearBalanceAmt
Contributions	$159,894	ContributionsAmt
Investment Earnings Or Losses	$389,528	InvestmentEarningsOrLossesAmt
Other Expenditures	$600,000	OtherExpendituresAmt
End Year Balance	$15,234,806	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.70000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.30000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$722,039	OtherCostOrOtherBasisAmt
Book Value	$722,039	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,089,639	OtherCostOrOtherBasisAmt
Depreciation	$2,089,639	DepreciationAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,436,954	OtherCostOrOtherBasisAmt
Depreciation	$1,547,708	DepreciationAmt
Book Value	$889,246	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,237,554	OtherCostOrOtherBasisAmt
Depreciation	$1,748,314	DepreciationAmt
Book Value	$489,240	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$2,100,525	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$33,331,950	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,184,129	NetUnrealizedGainsInvstAmt
Other Revenue	$589,115	OtherRevenueAmt
Revenue Not Reported	$1,773,244	RevenueNotReportedAmt
Revenue Subtotal	$31,558,706	RevenueSubtotalAmt
Other Revenues Not Included	$3,877,605	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$3,877,605	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$35,436,311	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$28,991,774	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$28,991,774	ExpensesSubtotalAmt
Other Expenses Not Included	$3,877,575	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$3,877,575	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$32,869,349	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 SCHEDULE D PART X LINE 2	FIN48(ASC 740) LIABILITY FOR UNCERTAIN TAX POSITIONS 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 ORGANIZATION ADMINISTRATION SUPPORT SERVICES IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS.
FORM 990 SCHEDULE D PART V LINE 4	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.
FORM 990 SCHEDULE D PART XI LINE 4B & PART XII LINE 4B	DONOR DESIGNATION AND DONOR DESIGNATION FEES SCH D PART XI LINE 4B and SCH D PART XII LINE 4B TOTAL: 3,877,605
FORM 990 SCHEUDLE D PART XI LINE 2D	PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 589,115

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	WPF Breakfast	Event1Nm
Gross Receipts Event1	$565,537	GrossReceiptsEvent1Amt
Charitable Contri Event1	$530,600	CharitableContriEvent1Amt
Gross Revenue Event1	$34,937	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$22,727	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$41,360	FoodAndBeverageEvent1Amt
Entertainment Event1	$50,000	EntertainmentEvent1Amt
Other Direct Expenses Event1	$39,413	OtherDirectExpensesEvent1Amt
Event2	Fall Fundraiswe	Event2Nm
Gross Receipts Event2	$512,050	GrossReceiptsEvent2Amt
Charitable Contri Event2	$500,954	CharitableContriEvent2Amt
Gross Revenue Event2	$11,096	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$2,910	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$38,303	FoodAndBeverageEvent2Amt
Entertainment Event2	$3,000	EntertainmentEvent2Amt
Other Direct Expenses Event2	$41,680	OtherDirectExpensesEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$1,077,587	GrossReceiptsTotalAmt
Charitable Contributions Tot	$1,031,554	CharitableContributionsTotAmt
Gross Revenue Total Events	$46,033	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$25,637	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$79,663	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$53,000	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$81,093	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$239,393	DirectExpenseSummaryEventsAmt
Net Income Summary	-$193,360	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (80 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
211 ORANGE COUNTY
1505 E 17th St Ste 108	Santa Ana	CA	92705	330063532	501c(3)	$1,079,754	Human Services
ABRAZAR INC
7101 Wyoming Street	Westminster	CA	92683	330301538	501c(3)	$672,999	Income
ANAHEIM Elementary SCHOOL DISTRICT
1001 South East Street	Anaheim	CA	92805	956000119	Orange county	$55,500	Education
ANAHEIM UNION HIGH SCHOOL DISTRICT
501N Crescent Way	Anaheim	CA	92801	956000120	Orange county	$64,000	Education
BOYS & GIRLS CLUB OF CENTRAL ORANGE COAST
17701 Cowan Suite 110	Irvine	CA	92614	951893417	501c(3)	$12,500	Education
CAL STATE University Fullerton
800 N State coll Blvd	Fullerton	CA	92831	330567945	501c(3)	$11,000	Income
Charitable Ventures of Orange County
1505 E 17th St 101	Santa Ana	CA	92705	208756660	501c(3)	$102,500	Housing/Health
Coalition of Orange County Community Clinics
515 Cabrillo Pk Dr 225	Santa Ana	CA	92701	952900725	501c(3)	$105,000	Health/Human Services
COMMUNITY ACTION PARTNERSHIP
11870 Monarch	Garden Grove	CA	92841	952452787	501c(3)	$81,500	Income/Health
FRIENDSHIP SHELTER
PO Box 4252	Laguna Beach	CA	92652	330219404	501c(3)	$72,151	housing
GARDEN GROVE UNIFIED SCHOOL DISTRICT
10331 Stanford Ave	Garden Grove	CA	92840	952378800	Orange county	$32,052	Education
GOOD HANDS FOUNDATION
po box 52362	Irvine	CA	92619	471888690	501c(3)	$74,500	Income
HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT
5832 Bolsa Ave	Huntington Beach	CA	92649	330514550	Orange County	$6,000	Education
MERCY HOUSE LIVING CENTERS INC
PO Box 1905	Santa Ana	CA	92702	330315864	501c(3)	$50,000	Housing
ONEOC
1901 E 4th St 100	Santa Ana	CA	92705	952021700	501c(3)	$106,250	Health/Human Service
ROADTRIP NATION
1626 Placentia Ave	Costa Mesa	CA	92627	263889207	501c(3)	$10,000	EDUCATION
SECOND HARVEST FOOD BANK
8014 Marine Way	Irvine	CA	92618	320362611	501c(3)	$13,963	Health
Community Health Initiative of Orange County
1505 E 17th St Ste 121	Santa Ana	CA	92705	472671013	501c(3)	$34,394	Income/Health
Orange County Department of Education
200 Kalmus Drive	Costa Mesa	CA	92626	956000943	501c(3)	$357,000	Health/Human Service
Pure Game
22372 Woodbluff Rd	Lake Forest	CA	92630	264083785	501c(3)	$20,000	Education
Volunteers of America of Los Angeles
3600 Wilshire Blvd Ste 1500	LA	CA	90010	951691330	501c(3)	$182,593	Housing/Health
Coastline Community College District
11460 Warner Ave	Fountain Valley	CA	92708	330094898	501c(3)	$18,439	Income
CSUF-ASC Fullerton Auxiliary Services Corp
1121 N STATE COLLEGE BLVD	Fullerton	CA	92831	952081258	501c(3)	$20,000	Education
Family Assistance Ministries
1030 Calle Negocio	San Clemente	CA	92673	330864870	501c(3)	$70,366	Income/Human Services
Illumination Institute
10061 Talbert Ave 325	Fountain Valley	CA	92708	812103843	501c(3)	$105,000	Housing
Pacific Islander Health Partnership
12912 Brookhurst St 410	Garden Grove	CA	92840	141911866	501c(3)	$140,000	Health/Human Service
Second Baptist Church of Santa Ana
4300 Westminster Ave	Santa Ana	CA	92703	953290869	501c(3)	$105,000	Health/Human Service
Shanti Orange County
23461 S Pt Dr 100	Laguna Hills	CA	92653	330236592	501c(3)	$105,000	Health/Human Service
The Cambodian Family
1626 E 4th St	Santa Ana	CA	92701	953854831	501c(3)	$105,000	Health/Human Service
The Chrysalis Center
522 S Main St	Los Angeles	CA	90013	953972624	501c(3)	$75,516	Health/Human Service
The TransLatin Coalition
3055 Wilshire Blvd 350	Los Angeles	CA	90010	273801872	501c(3)	$45,000	Health/Human Service
United American Indian Involvement
1125 W 6th Street Suite 103	Los Angeles	CA	90026	952917933	501c(3)	$90,000	Health/Human Service
Abiding Savior Lutheran Church
23262 El Toro Rd	Lake Forest	CA	92630	593081174	501c(3)	$14,000	Health/Human Service
Abound Food Care
200 N Tustin Avenue Suite 110	Santa Ana	CA	92705	872110835	501c(3)	$125,000	Health/Human Service
Access California Services
631 S Brookhurst Street Suite 107	Anaheim	CA	92804	330826205	501c(3)	$17,500	Income
Alianza Translatinx
206 W Fourth Street Suite 420	Santa Ana	CA	92701	852605193	501c(3)	$140,000	Health/Human Service
Alzheimer's Orange County
2515 McCabe Way	Irvine	CA	92614	953702013	501c(3)	$100,000	Health/Human Service
Arab American Civic Council
631 S Brookhurst Street 202	Anaheim	CA	92804	453309117	501c(3)	$25,000	Health/Human Service
Cancer Kinship
307 Placentia Avenue Suite 203	Newport Beach	CA	92663	874802655	501c(3)	$35,000	Health/Human Service
Centro Cultural de Mexico en el Condado de Orange
PO Box 133	Santa Ana	CA	92702	330614169	501c(3)	$20,000	Health/Human Service
CHOC Children's Hospital of Orange County
1201 W La Veta Ave	Orange	CA	92868	952321786	501c(3)	$356,644	Health/Human Service
CREER Comunidad y Familia
PO Box 1347	San Juan Capistrano	CA	92693	330486106	501c(3)	$10,000	Health/Human Service
Families Forward
8 Thomas	Irvine	CA	92618	330864870	501c(3)	$5,752	Health/Human Service
Grace Social and Medical Services
18326 Ward Street	Fountain Valley	CA	92708	454436246	501c(3)	$20,000	Health/Human Service
Haitian Bridge Alliance
4265 Fairmount Ave 3280	San Diego	CA	92105	813558713	501c(3)	$20,000	Health/Human Service
Her Story Inc
1781 S Campton Avenue Suite 214	Anaheim	CA	92805	872869897	501c(3)	$25,000	Health/Human Service
Hope Community Services Inc
1538 N Century Blvd	Santa Ana	CA	92703	731098634	501c(3)	$37,500	Health/Human Service
Hope Through Housing Foundation
9692 Haven Ave Suite 100	Rancho Cucamonga	CA	91730	330802554	501c(3)	$362,000	Health/Human Service
Institute for Healthcare Advancement
50 S Anaheim Blvd	Anaheim	CA	92805	330483197	501c(3)	$357,000	Health/Human Service
La Habra Collaborative
341 Hillcrest Street	La Habra	CA	90631	472082315	501c(3)	$25,000	HEALTH/HUMAN SERVICES
Marshallese Youth of Orange County
13101 Aspenwood Avenue	Garden Grove	CA	92840	364669816	501c(3)	$25,000	Health/Human Service
MOMS Orange County
1128 W Santa Ana Blvd	Santa Ana	CA	92703	330518078	501c(3)	$362,000	Health/Human Service
National Action Network Orange County
1133 Camelback Street 8656	Newport Beach	CA	926589998	872696045	501c(3)	$32,500	Health/Human Service
Oak Health Foundation
23141 Moulton Pkwy Suite 214	Laguna Hills	CA	92653	824188943	501c(3)	$37,500	Health/Human Service
Omid Multicultural Institute for Development
2101 Business Center Drive Suite 1	Irvine	CA	92612	272337843	501c(3)	$10,000	Health/Human Service
Operation Clean Slate
1578 Minorca Dr	Costa Mesa	CA	92626	330584810	501c(3)	$23,925	Education
Orange County Asian and Pacific Islander Community
12912 Brookhurst Street Suite 410	Garden Grove	CA	92840	912047245	501c(3)	$20,000	Health/Human Service
Orange County Congregation Community Organization
310 W Broadway	Anaheim	CA	92805	953196836	501c(3)	$362,000	Health/Human Service
Peace and Justice Law Center
2501 E Chapman Ave Ste 245	Fullerton	CA	92833	861981490	501c(3)	$20,000	Health/Human Service
Poverty Stoplight USA
6200 Hollywood Blvd Unit 2526	Los Angeles	CA	90028	851525110	501c(3)	$40,000	Health/Human Service
Providence Mission Hospital
27700 Medical Center Road	Mission Viejo	CA	92691	951643360	501c(3)	$315,250	Health/Human Service
Qazizada Multicultural Therapy Clinic (QMTC)
PO Box 10913	Costa Mesa	CA	92627	922636920	501c(3)	$20,000	Health/Human Service
Saahas for Cause
12626 Cuesta Street	Cerritos	CA	90703	842098056	501c(3)	$25,000	Health/Human Service
San Francisco Solano Catholic Church
22082 Antonio Parkway	Rancho Santa Margarita	CA	92688	951190030	501c(3)	$21,000	Income
Santiago de Compostela Church
21682 Lake Forest Drive	Lake Forest	CA	92630	953402508	501c(3)	$18,000	Income
Segerstrom Center for the Arts
600 Town Center Drive	Costa Mesa	CA	92626	237287150	501c(3)	$22,236	Education
SoulRapha aka Orange County Amazing Grace Minis
700 W First Street Suite 9	Tustin	CA	92780	200900079	501c(3)	$25,000	Health/Human Service
Southland Integrated Services Inc
9862 Chapman Avenue	Garden Grove	CA	92841	953403526	501c(3)	$10,000	Health/Human Service
Special Service for Groups Inc
905 E 8th Street	Los Angeles	CA	90021	951716914	501c(3)	$47,500	Health/Human Service
St Kilian Catholic Church
26872 Estanciero Drive	Mission Viejo	CA	92691	362171058	501c(3)	$6,000	Income
The Enlightened Mentor Project
6709 La Tijera Blvd Suite 514	Los Angeles	CA	90045	834302714	501c(3)	$20,000	Health/Human Service
The Kennedy Commission
17701 Cowan Ave	Irvine	CA	92614	330959380	501c(3)	$357,000	Health/Human Service
The Salvation Army
30840 Hawthorne Blvd	Rancho Palos Verdes	CA	90275	941156347	501c(3)	$212,000	Health/Human Service
Tides Center
PO Box 889385	Los Angeles	CA	900889385	943213100	501c(3)	$57,500	Health/Human Service
Tides Foundation
PO Box 889389	Los Angeles	CA	900889389	510198509	501c(3)	$37,500	Health/Human Service
Urban Social Services and Advocacy
PO Box 92544	Long Beach	CA	90809	852537569	501c(3)	$20,000	Health/Human Service
Viet-CARE
PO Box 10624	Westminster	CA	92685	272256238	501c(3)	$20,000	Health/Human Service
Vietnamese American Cancer Foundation
17150 Newhope Street Suite 203	Fountain Valley	CA	92708	912170415	501c(3)	$362,000	Health/Human Service
YMCA of Orange County
13821 Newport Ave	Tustin	CA	92780	951644055	501c(3)	$362,000	Health/Human Service
Zocalo
32742 Alipaz Street 76	San Juan Capistrano	CA	92675	921128190	501c(3)	$20,000	Health/Human Service

Field	Value	IRS element (for citing)
Total501c3 Org	80	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I PART I Line 2	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
SUSAN B PARKS
President, CEO	$355,206	$69,401	$9,150	$8,690	$442,447	$8,700
Chris Ticknor
Chief Transformation Officer	$215,669	$20,000		$653	$236,322
Mike Greene
Vice President, Operations	$140,063	$5,000	$4,248	$8,690	$158,001	$4,109
Rebecca Heyhoe
Executive Director, U2EH	$134,618	$10,000	$3,906	$8,690	$157,214	$3,790
Emilee Tello
Chief Financial Officer	$202,858	$20,000	$6,282	$11,761	$240,901	$6,080
Tamara Thompson
Vice President, Development	$143,353		$4,404	$8,690	$156,447

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J PART I Line 1A	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp
Securities Publicly Traded		SecuritiesPubliclyTradedGrp

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	20	ContributionCnt
Noncash Contributions Rpt F990	$278,361	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990 SCHEDULE M LINE 9(B)	FormAndLineReferenceDesc
Explanation	THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 PART I LINE 3 & 4 AND PART VII	VOTING MEMBERS OF THE GOVERNING BODY: THE DISCREPANCY BETWEEN THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY AND THE TOTAL MEMBERS LISTED ON PART VII IS DUE TO SOME DIRECTORS BECOMING INACTIVE BEFORE THE END OF THE YEAR.
FORM 990 PART III LINE 4A	Orange County United Way is committed to ensuring local students succeed, OC families gain financial security, our neighbors experiencing homelessness 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 in our three key initiatives: 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 engages, empowers, and inspires students from underserved districts to finish high school on time by providing tutoring and socio-emotional and academic support, and offers workshops where they learn valuable life skills such as financial literacy. . 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 stay on track to 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 place to call home. 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 non-profit 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. Since the program's inception in 2019, we have helped house more than 1,000 people experiencing homelessness. . 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. Since 2020, we have trained 885 Housing Champions who have helped get 1,233 affordable and permanent supportive housing units approved in Orange County. 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. In 2023, the program made a $19.3 million impact on Orange County residents collectively. . 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. We also continued our pandemic recovery efforts with Emergency Rental Assistance. In partnership with the city of Santa Ana, we helped distribute federal and state COVID-19 relief funding for emergency rental assistance to families so they could stay in their homes, avoid hunger, and have basic necessities during crisis. Additionally, we have been contracted by The OC Health Care Agency (HCA) Office of Population Health and Equity (OPHE) to administer and distribute $14.1 million of the Centers for Disease Control and Prevention (CDC) Health Equity grant. Through a collaborative approach, Orange County United Way carries out the Community Partner Engagement aspect of the CDC Health Equity grant, also referred to as the Equity in OC Initiative, as well as administer the various funding opportunities. The Equity in OC Initiative is a community-informed and data-driven initiative to address health inequities and disparities in Orange County by laying the foundation for creating a healthier, more resilient, and equitable Orange County.
FORM 990 PART III LINE 4B	EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4B. PROGRAM SERVICE EXPENSE 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, HEALTH AND HOUSING.
FORM 990 PART III LINE 4C	EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4C. DONOR DESIGNATED FUNDING 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.
FORM 990 PART VI SECTION A LINE 11B	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 SECTION B LINE 12C	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 SECTION B LINE 15A	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 DESCRIBED 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 SECTION C LINE 19	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.
FORM 990 PART XI LINE 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCES: PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: $589,115