Philanthropy & Grantmaking
(T700)
IRS Verified
DX Registered
990 on File
ORANGE COUNTYS UNITED WAY
Financial strength (30%)
79/100
Reliability (20%)
55/100
Effectiveness (25%)
83/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$36.6M
Total Revenue
$31.2M
Total Expenses
$33.3M
Net Assets
161
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
85.2%
Fundraising Efficiency
3354.3%
Operating Reserve
12.79x
Liability-to-Asset
13.9%
Revenue Diversification
98.6%
Executive Compensation
$2.2M
Compared with Peers
FY 2025
Compared with 314 similar organizations
(United States, Philanthropy & Grantmaking, $10M–$100M in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
85.2% | 91.1% |
P10P90
|
Below median |
|
Admin expense ratio
Management and general / total expenses
· lower is better
|
6.1% | 6.5% |
P10P90
|
Above median |
|
Fundraising expense ratio
Fundraising expenses / total expenses
· lower is better
|
8.7% | 3.3% |
P10P90
|
Bottom quarter |
|
Fundraising efficiency
Fundraising expenses / gross fundraising income
· lower is better
|
3354.3% | 1336.9% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
12.8 mo | 26.8 mo |
P10P90
|
Below median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
13.9% | 6.4% |
P10P90
|
Below median |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
98.6% | 91.7% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
36.3% | 5.3% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
0.1% | 7.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
14.6% | 3.4% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $36.6M | $31.2M | $33.3M | 85.2% | 161 |
| 2024 | $26.9M | $31.2M | $26.3M | 86.7% | 144 |
| 2023 | $35.4M | $32.9M | $27.8M | 85.7% | 94 |
| 2022 | $67.7M | $68.4M | $23.5M | 93.8% | 79 |
| 2021 | $48.0M | $49.0M | N/A | — | 79 |
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