2010|11 Orange County United Way Annual Report

LIVING and Giving

UNITED 2010/2011 Report to the Community

Your donation combined with another and another created a domino effect that has given you the power to reach thousands in need.

Thank you!

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A MESSAGE FROM OUR BOARD CHAIR AND INTERIM PRESIDENT AND CEO

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OUR MISSION

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BASIC NEEDS

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LONG-TERM SOLUTIONS

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Community Impact Partners

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INVESTORS IN CHANGE: OUR CORPORATE PARTNERS

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INVESTORS IN CHANGE: OUR LOYAL CONTRIBUTORS and DONOR CIRCLE PARTNERS

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COMMUNITY IMPACT EFFORTS: AT HOME AND AROUND THE WORLD

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FINANCIAL STATEMENTS

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BOARD OF DIRECTORS

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Underneath everything we are, underneath everything we do, we are all people. CONNECTED, INTERDEPENDENT, UNITED. And when we reach out a hand to one, we influence the condition of all. That’s what it means to Live United.

United for Hope, United for Help A Message From Our Board Chair And Interim President And CEO

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hen you made your generous pledge to the 2009-2010 campaign, you gave more than dollars and cents; you gave hope and help to thousands of Orange County residents in need. By Living and Giving United, you joined others to advance the common good and for that we are truly grateful.

The economic downturn has transformed the country and the lives of many residents right here in Orange County. California’s unemployment rate is one of the highest in the nation, the housing market is still in disrepair, and more than 23% of Orange County residents lack health insurance. The face of poverty is changing and with your support, we are doing all we can to help our neighbors during this unpredictable period.

While it has been a challenging year, bright spots are on the horizon. In 2009-10, we: Launched Destination Graduation, a new education initiative to ensure our youth graduate on time with clear college and career goals. n

Al De Grassi Chairman of the Board

Laid the groundwork to enhance Banking on the Future with plans to launch two new Financial Stability Centers that will connect low-income families to comprehensive financial services and information. n

Looking ahead to June 25th, we are preparing for our Third Annual WALK UNITED fundraiser with the Angels Baseball Foundation. We hope you’ll sign up to help us meet our goal of 5,000 walkers uniting together for a common cause.

Thank you for your continued partnership, for responding to the challenge of our economic times, and for sharing our vision to bring people and resources together to build selfsufficient lives.

Max Gardner Interim President and CEO

Sincerely,

Al De Grassi Chairman of the Board

Max Gardner Interim President and CEO

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our mission

TO BUILD SELF-SUFFICIENT LIVES FOR THE HEALTH OF OUR COMMUNITY 4 | Orange county united way

To achieve this goal, we focus on a two-pronged approach: First, we support a safety-net of care that ensures Basic Needs (food, shelter and medical care) are met to move people out of crisis.

Second, we support solutions for long-term change focused on Education to ensure the future of our children and Financial Stability to assist the working poor in achieving financial independence.

Orange County United Way provides a unique opportunity for individuals, families, employees, corporations, and foundations to work in concert to build a healthy Orange County.

Giving to Orange County United Way’s Community Impact Fund allowed United Way to support 90 health and human care nonprofits that provide a safety-net of care today and support programs and initiatives that build self-sufficient lives tomorrow.

In addition, Orange County United Way provides a vehicle to encourage philanthropy at all levels, allowing all Orange County residents the opportunity to give back to our community in a manner which will have the greatest impact on those in need.

Last year, Orange County United Way’s total program services and expenses to advance our mission to improve lives was $23.4 million.*

$11.6 million donor directed investment $1.4 million Fundraising expenses

$6.7 million Community Impact Fund

$1.6 Million Management and general expenses $2.1 Million Orange County United Way’s Endowment

Orange County United way is proud to help facilitate philanthropy in Orange County and provide you the opportunity to be the change you want to see in Orange County. * Data Source: Orange County United Way FYE 2010 IRS 990 filing and FYE 2010 audited financial statements 2010-2011 Report to the Community | 5

Thanks to your support, Orange County United Way: Invested $18.3 million into health and human care services Supported 90 programs helping our neighbors get on their feet and on a path to a brighter future Implemented 2 initiatives focused on long-term systemic change Facilitated philanthropy through donor directed giving Provided hope and help to more than 300,000 orange county residents 6 | Orange county united way

Basic Needs Meeting basic needs now creates the pathway to a healthy, secure, and stable future

The absence or lack of life’s essentials – food, shelter, and medical care - is a serious problem that severely compromises the health of our community. Without access to basic needs services, individuals and families are unable to break free from poverty and achieve their full potential. Orange County United Way supports a safety-net of care that ensures basic needs are met today so people can get back on their feet and on the path to a healthy, secure, and stable future.

Food n Shelter n Medical Care n

2-1-1 Orange County Orange County United Way supports 2-1-1 Orange County, the comprehensive information and referral system linking Orange County residents to community health and human services and support.

Callers seeking assistance can dial 211 (toll-free), 24 hours-a-day and be connected to trained, multilingual information and referral specialists. Accessing a database with information on more than 1,800 government and nonprofit agencies offering approximately 4,000 specialized services, these I&R specialists can refer callers to the people who can address their particular needs.

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Basic Needs: Food

In 2010, Orange County United Way supported 10 food programs that provided families and individuals with proper nutrition to build and maintain a healthy life.

partner Agencies and Programs Abrazar, Inc.

Provides food in addition to health and housing services

Age Well Senior Services inc. (formerly South County Senior Services, Inc.) South Orange County-Elderly Nutrition Program provides home-delivered meals to the elderly

Catholic Charities of Orange County

Promotes healthy eating through a mobile distribution program that delivers food to underserved neighborhoods

Community Action Partnership of Orange County

Orange County Food Bank/Farm to Family Program increases access to emergency food and offers financial stability services

Community SeniorServ, Inc.

Investment: $620,000 Provided hope and help to 165,498 people

Safety-Net/Home Delivered Meals Program provides home delivered meals and support services for seniors in Central and North Orange County

Council on Aging-Orange County

Care Management Program (formally Linkages) links frail seniors to resources and services to help them lead independent lives

Friendly Center, Inc.

impact snapshot

Comprehensive Family Support Program provides a range of services from emergency services to educational enrichment to support basic needs and self-sufficiency

122,831

Giving Children Hope

homeless and low-income residents had their emergency food and basic needs met

1,294

homeless elementary students received healthy meals

308

older adults received food, resources, and services 8 | Orange county united way

We’ve Got Your Back Program provides a weekend of nutrition for homeless elementary students

Share Our Selves

SOS Social Services Program provides food, clothing, financial aid, and other basic needs services

Southwest Minority Economic Development Association (SMEDA):

Emergency Services Program distributes clothing and food; offers rental assistance and other support services

Basic Needs: Shelter In 2010, Orange County United Way supported 21 programs to help displaced and discouraged residents obtain safe shelter and affordable housing.

partner Agencies and Programs Anaheim Community Foundation

Miracles for Kids

Community Service Programs, Inc.

Olive Crest Treatment Centers, Inc.

Motel Families Project Program Offers relocation and rapid re-housing services for homeless individuals and families CSP Youth Shelter Program provides emergency shelter for runaway or homeless youth

Dayle McIntosh Center for the Disabled

The Homelessness Prevention Program provides financial assistance and supplemental services to people with disabilities

Families Forward

Empowers the homeless to move from crisis to self-sufficiency through housing assistance, counseling, and education services

Investment: $1,185,000 Provided hope and help to 6,362 people

Friendship Shelter, Inc.

impact snapshot

Human Options, Inc.

1,427

people received refuge from abusive and violent situations

336

financially distressed residents were supplied comprehensive homeless prevention services emancipated foster youth received transitional housing and other wrap-around services

Transitional Age Youth (TAY) Program offers stable housing, employment, and basic needs services for emancipating foster youth

Serving People In Need, Inc.

Guided Assistance to Permanent Placement Housing Program (GAPP) supplies housing move-in costs and support services for homeless families

The Eli Home, Inc.

Provides support services for child abuse and domestic violence victims

Self-Sufficiency Program provides housing, meals, and case management services for homeless adults

The Illumination Foundation

Fullerton Interfaith Emergency Service

Thomas House Temporary Shelter

Provides housing and support services to families with children

Homeless Prevention, Intervention and Support Services Program provides shelter and permanent housing services Transitional Housing for Battered Women and their Children Program supplies safe housing, counseling, and other support services for victims of domestic violence

Interval House

Domestic Violence Crisis Shelter and Support Services Program provides emergency shelter and comprehensive services for victims of domestic violence

Jewish Family Services of Orange County

Lifelines Homeless Prevention and Emergency Needs Program prevents homelessness through a range of services including advocacy and direct rental or mortgage assistance

Laura’s House

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Provides rental assistance for families faced with financial crisis due to their children’s illness

Domestic Violence Emergency Shelter Program provides emergency shelter for survivors of domestic violence

Offers food, shelter, and life skills services to homeless families

Toby’s House

Provides transitional housing and support services for the homeless, pregnant women, and their children

United Labor Agency of Orange County Emergency Assistance Program provides basic needs assistance including food resources, individual case management services, information, and referral services and other individual supportive services

WISEPlace

Steps to Independence Program helps homeless women transition to life in the community through housing assistance

YWCA of Central Orange County

Beverly’s House Program encourages selfsufficiency for young women emancipating from foster care through housing and other support services

Mercy House Living Centers, Inc.

Family Redirection Program relocates families with children from the Cold Weather Armory to transitional and permanent housing

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Basic Needs: Medical Care In 2010, Orange County United Way supported 21 programs to meet the physical and mental health needs of our community

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Investment: $1,195,000 Provided hope and help to 33,122 people impact snapshot

5,578

at-risk women accessed breast cancer screenings and health education

4,711

children, families, and the elderly received speech and/or hearing services and equipment

1,641

individuals received diabetes care and prevention services

partner Agencies and Programs Acacia Adult Day Services

Helps frail adults and persons with disabilities maintain independence through physical, occupational, and therapeutic activities

Access OC

Lestonnac Free Clinic

Walk-In To Better Health Program offers free access to healthcare through a walk-in program

Mariposa Women and Family Center

Outpatient Surgery Program provides the uninsured with access to free outpatient surgeries

Substance Abuse Prevention Program provides substance abuse prevention services for at-risk girls and women

Alzheimer’s Family Services Center

MOMS Orange County

Camino Health Center

Orange County Bar Foundation

Family Dementia Services Program provides individuals with affordable caregiver support and education Provides diabetes prevention to underserved, uninsured low-income patients

Child Abuse Prevention Center

Multidisciplinary Care Team Program offers health and medical services to children at risk of child abuse

Child Guidance Center, Inc. Child Abuse Treatment Program provides parentchild coaching Children’s Bureau of Southern California

Bridges for Newborns & Creating Pathways Programs provides home-based health and parenting services

Children’s Health Initiative of Orange County

Provides healthcare coverage enrollment and case management

Children’s Hospital of Orange County

CHOC Patient Financial Assistance Program offers uninsured families access to quality medical care

Better Babies for Orange County Program offers prenatal care, health education, and referral services to promote positive birth outcomes Stop Short of Addiction Program is an alcohol and drug treatment program for substance abusing youth

Providence Speech & Hearing Center

Provides patients affected by hearing loss and speech impairments with counseling and rehabilitation services

Rehabilitation Institute of Southern California

Day Care Services for Adults Program provides health, therapeutic, recreational, nutritional, and other social services to the elderly, brain‑impaired, and developmentally disabled

Share Our Selves

Hoag Diabetes Collaborative Program offers diabetes prevention and disease management services

The Center Orange County

Mental Health Program supplies mental health services for low-income adults and families

United Cerebral Palsy of Orange County

Family Support Network

Early Intervention Program provides skill development and health services for children with cerebral palsy

Healthy Smiles for Kids of Orange County

Early Breast Cancer Screening and Education Program provides early breast cancer screenings for uninsured or underserved women

Application Assistance Program offers MediCal, Healthy Families, Kaiser Kids, and Cal-Kids application assistance Children Living in Homelessness Outreach Program provides dental services to homeless children in Costa Mesa, Anaheim, and Santa Ana

YWCA of North Orange County

A special thank you to our lead supporter, County of Orange, for their commitment to provide a safety-net of care through basic needs programs that lead individuals and families from crisis to self-sufficiency.

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Long-term Solutions Quality Education and Financial Stability Today.

Successful and Strong Communities Tomorrow.

Orange County United Way’s EDUCATION and FINANCIAL STABILITY partners provide residents with the resources they need to build self-sufficient lives.

Our education efforts help prepare youth for a successful, independent, and productive future through academic, social, and emotional development programs.

Our financial stability efforts help the growing number of working poor obtain access to resources and financial education, job training, and skills development to attain and maintain financial independence.

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Long-term Solutions: Education In 2010, Orange County United Way supported 24 education programs to help ensure our youth were prepared to reach their full potential and lead successful, self-sufficient lives.

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Investment: $900,000 Provided hope and help to 13,483 children and youth impact snapshot

4,197

elementary and high school students participated in handson math and science learning opportunities

2,306

disadvantaged youth received college preparatory resources

158

children were prepared for academic success through quality early education services

1,857

at-risk youth received tutoring and career exploration

partner Agencies and Programs Boys & Girls Club of Laguna Beach

The Club Preschool Program offers preschool for low-income children

Boys & Girls Club of Westminster

GRIP (Goals, Responsibility, Individual, Potential) Program provides dropout prevention for 5th through 8th grade students

Nova Academy

Charter school serving foster and at-risk students

Orange Children & Parents Together

Teacher-Child Interactive Training Program enhances the social and emotional development of vulnerable preschoolers through teacher trainings

Boys & Girls Clubs of Anaheim

Orange County Asian and Pacific Islander Community Alliance

Boys & Girls Clubs of Fullerton

Orange County Bar Foundation

Camp Fire USA Orange County Council

Orange County Community Housing Corporation

Child Care Connections

Project Tomorrow

Power Hour Program provides youth living in nearby motels with transportation to access club activities and academic support services Power Hour/Project Learn Program provides homework assistance, tutoring, and career guidance College Bound: Making it a Reality Program creates enthusiasm for college through academic support and college workshops Program improves early childhood education through advocacy and teacher trainings

Court Appointed Special Advocates

Educational Advocacy Program pairs at-risk foster youth with trained volunteers to provide educational resources and support

El Viento

Giving Flight to the Youth of the Oak View Community Program offers tutoring, college prep, and student enrichment

Friendly Center, Inc.

Success for All Academic Tutoring Program addresses drop-out rates by providing free academic tutoring, skill-building/enrichment, and computer instruction

Girls Incorporated of Orange County

College Bound Program prepares at-risk girls for college success

Hands Together-A Center for Children Pre-Kindergarten family literacy center offers early education services preparing children for kindergarten

Homework House

High School Success Program offers homework assistance and high school exit exam preparation

OCAPICA Youth Development and Leadership Program provides academic assistance programs for low-income Asian Pacific Islander youth Higher Education Mentoring Program offers college access preparation for Latina high school students

Stepping UP - College Awareness Program (CAP) provides free mentoring and academic success programs for at-risk youth YouthTEACH2Learn (YT2L) Program focuses on science and math skills and career development through student teaching opportunities

Providence Speech & Hearing Center

Communication Readiness Collaborative Program trains parents and early childhood educators to become language facilitators for children with speech and language impairments

St. Margaret of Scotland Episcopal School

Breakthrough San Juan Capistrano Program encourages youth to enter careers in education through study and student teaching opportunities

The Cambodian Family

First Steps to Lifelong Learning Program provides disadvantaged youth with academic assistance, career exploration, and social services

THINK Together

Santa Ana Kids2College Program helps low-income middle school students in Santa Ana prepare for college

YMCA Anaheim Family

Career Academy Program supports student career exploration and academic support services

KidWorks

YouthWorks Program prepares 6th-12th grade students for academic success and college entrance

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Our Education Initiative:

Over a four-year period nearly 16,000 Orange County students will drop out of high school.

THE NEED:

High school dropouts are less likely to earn a living wage, volunteer, and vote. In contrast, they are more likely to be unemployed, receive welfare, contribute to high health care costs, perpetuate crimes, and end up in jail. On average, each dropout costs the public sector $209,000 in a lifetime in reduced tax payments, increases in public health, crime, and welfare costs.1 Compared to California and the U.S., Orange County has a low dropout rate of 9.5 percent which translates to nearly 16,000 dropouts over a four-year period. When multiplied by the cost per dropout, that amounts to more than $3 billion in a lifetime.2

OUR RESPONSE: In September 2010, Orange County United Way launched Destination Graduation through a unique partnership with the Orange County Department of Education. Destination Graduation is designed to help 100% of at-risk Orange County students graduate from high school and continue on to a four-year college with a clear career path.

OUR GOAL:

To graduate a minimum of 1,600 students from 10 schools in the Anaheim, Huntington Beach, San Juan Capistrano, and Santa Ana unified school districts.

In collaboration with our program partners, AVID, Kuder, Latino Educational Attainment Initiative, Road Trip Nation and Vital Link, Destination Graduation will help Orange County youth make the connection between the classroom and their career and college interests through academic, career exploration, and parental involvement programs. Students will gain exposure to real-life applications of mathematics and science through field trips and presentations, benefit from tutoring and online career skill assessment tools, and meet and interact with community leaders.

Destination Graduation is generously supported by Destination Graduation is also supported by Edwards Lifesciences and Angels Pepsi Refresh Project.

A special thanks to our community and corporate partners who invest in Orange County United Way’s Community Impact Fund. Your gifts also provided resources to help launch Destination Graduation in 10 Orange County High Schools. Thank You! The Costs and Benefits of an Excellent Education for All of America’s Children, 2007

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2009 Conditions of Children Report

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Long-term Solutions: Financial Stability In 2010, Orange County United Way supported 13 programs focused on financial stability education and job skills development providing individuals with the knowledge and resources necessary to attain and maintain financial independence.

partner Agencies and Programs Abrazar, Inc.

Provides tax preparation and banking services

Boys & Girls Clubs of Huntington Valley

Twilight Education Project provides English language skills, workforce readiness, and employment services

Dayle McIntosh Center for the Disabled

Investment: $625,000 Provided hope and help to 9,988 people impact snapshot

5,555

low-income working families and individuals received free tax preparation

2,258

people gained access to banking services and financial literacy courses

1,917

people were prepared to succeed in the workplace through training and job placement

Offers financial education and money management skills for people with disabilities

Goodwill of Orange County

Orange County ARC

Community Employment Services Program provides job readiness, training, and placement services for disabled adults

Taller San Jose

Workforce Training for LivingWage Employment Program provides training for medical, construction, and office careers to youth and adults

The Eli Home, Inc.

East Street Community Renewal Initiative (ESCRI) provides financial literacy services

Career Development and Resource Center provides financial stability and workforce development services for individuals with disabilities

United Labor Agency of Orange County

Legal Aid Society of Orange County

Women Helping Women

I-CAN ! E-File Outreach and Financial Stability Campaign increases awareness about the Earned Income Tax Credit Campaign and offers free tax preparation services

National Hispanic Business Women Association Success Opportunities for a Developing Community Program provides financial literacy and business courses for women in English and Spanish

Money Matters Program offers financial literacy education services Employment Success Program equips clients with tools, support, and education to achieve sustained employment and increase income

Youth Employment Service of the Harbor Area, Inc.

Work and Beyond Program provides job skills training and placement services for youth and financial services for their parents

Neighborhood Housing Services of Orange County Financial Fitness for Families Program empowers low to moderate-income families by providing financial literacy education services

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Our Financial Stability Initiative:

THE NEED:

Statistics reveal that up to 25% of Orange County’s eligible tax payers do not claim eligible tax credits totaling approximately $65,000,000 in unclaimed credits each year.1 ; only 25% of adults believe they are “money smart”; 70% of college students said their parents failed to provide them with financial education.2 ; 1 in 10 families living in Orange County do not access mainstream financial services making them vulnerable to predatory check cashing and loan services.3

OUR RESPONSE:

Banking on the Future, a comprehensive, multi-organizational, private/ public initiative designed to link low-income families to eligible tax credits, free tax preparation services, comprehensive financial literacy education, and access to low-cost mainstream banking services.

OUR GOAL:

To place more than 8,000 Orange County residents on the path to financial advancement and stability by providing access to financial education resources and asset building tools.

Banking on the Future includes the Earned Income Tax Credit (EITC) Campaign which offers free tax preparation for eligible individuals and families, Financial Literacy Education Programs covering topics from banking services and borrowing basics to budgeting and credit card education, and the Bank on Orange County Program which provides low-income residents with access to mainstream banking services such as no-cost or low-cost checking accounts.

Banking on the Future is made possible by the generous support of our lead supporter Additional support for Banking on the Future is provided by Bank of America, Citibank, UnionBank, and Wells Fargo.

A special thanks to our community and corporate partners who invest in Orange County United Way’s Community Impact Fund. Your gifts also provided resources to help expand Banking On The Future to reach thousands of low-income families with financial education and free tax services.

Thank You! Internal Revenue Service 2FLEET National Survey 3FDIC National Survey of Unbanked and Underbanked Household

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Community Impact Partners United to Bring Positive Change To Our Community In 2010, Orange County United Way was proud to distribute more than $4.5 million dollars to our Community Impact Partners. Representing 90 programs, these agencies are on the forefront of health and human care services in Orange County and are having the greatest impact on people’s lives. Through immediate and long-term services, they provide families and individuals with hope, help, and an opportunity to build a brighter future.

Before funds are distributed, our Community Impact Partners go through a rigorous six-month selection process to ensure their programs are showing positive impact in people’s lives. Led by a group of volunteer community experts and Orange County United Way staff, the Community Impact Competitive Grant Process allows Orange County United Way to create the best return on investment for contributions entrusted to our Community Impact Fund.

Once the agencies are selected, we work directly with their leadership staff to build long-term partnerships designed to help maximize their programs to their fullest potential. Through these “Benefits Beyond the Dollars,” we offer: n Capacity-building trainings in key areas such as board development, grant writing, and marketing n Corporate Connections, linking agencies to Orange County United Way corporate partners for volunteer recruitment, tours, and speaking engagement opportunities n Access to OCUW-supported initiative and community services such as free tax preparation, discount prescription drug cards, and much more

Through a comprehensive partner selection process, high accountability standards, and relationship building, Orange County United Way will continue to help build selfsufficient lives for those most in need in Orange County.

For a complete list of our funded agencies, please visit our website at www.unitedwayoc.org.

Steve Allison Orange County United Way Board Member and Community Investment Cabinet Chairman “The program selection process is extremely thoughtful. Everyone involved, including the expert volunteers, staff, and Board of Directors, understands that each application represents real people who need our support to build self-sufficient lives. This thorough process allows us to invest in agencies and programs that are well prepared, staffed, and positioned to offer quality services that will have the biggest impact in communities across Orange County.”

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Investors in Change: Our Corporate Partners Dimensions in Giving Partner Orange County United Way would like to recognize and thank our 2010 Dimensions in Giving partner, Bank of America. The Dimensions in Giving award is given to the corporate partner that stands out as truly impacting our community through dollars raised for United Way’s Community Impact work, active community service, and an overall commitment to helping people though contributions of time, leadership, resources, and a spirit of giving.

Golden Key Partners

Orange County United Way would like to thank our Golden Key partners. The Golden Key distinction is awarded to companies and firms that demonstrate their commitment to impacting people’s lives in our community by raising the most dollars during the annual campaign for United Way’s Community Impact work.

Spirit of Orange County Partners

Orange County United Way would like to thank our Spirit of Orange County partners. These companies and firms demonstrate their commitment to impacting people’s lives in Orange County through annual corporate investments of $100,000 or more in United Way’s Community Impact work.

We salute our corporate partners.

THank you for making an impact within our community.

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Loyal Corporate Contributor: Why We Live & Give United Automobile Club of Southern California Mike Johnson, Senior Vice President of Members Services and Administration of the Automobile Club of Southern California, shares his thoughts on why the company and its dedicated employees LIVE & GIVE UNITED.

What is the philanthropic philosophy of AAA? Our philosophy stems from our underlying core values as a member-centric organization. We operate with the belief that we must always do what’s right for our members, employees, and the communities we serve - all the time.

Why does AAA LIVE & GIVE UNITED? We understand and value OCUW’S core philosophy- their due diligence in terms of the process they go through to assess the community’s needs and the accountability they place in the agencies they fund, as well as the transparency that United Way governs itself by - all of those things contribute to us having a positive view of how OCUW meets the needs of the community. We think they do it better than anybody.

AAA has over 1,100 Loyal Contributors giving for more than 10 years. what motivates your employees to give year after year?

Because our company is centered on fulfilling the needs of our members, I believe that engenders a different type of employee; one that is very rooted to helping people and to giving back. Our employees believe in the good Orange County United Way does.

What are your most effective Workplace Campaign Best Practices?

Last year, we utilized company spokespeople as examples and as a result, it personalized our campaign and gave it more credibility. It makes it more meaningful, more real that it’s their neighbor in the office, the cubicle next to them. When employees hear from their peers, I think it makes everybody say, “If I’m not giving, I should be.” And even more, know their dollars are having an impact in the community.

You’ve been involved as A member of our Board, Marketing Committee, and Tocqueville Society for years. Why is it important for you to LIVE & GIVE UNITED? I feel very fortunate and blessed to be in the position that I am, and I think it is incumbent upon us to give back to the community. Over the years I’ve learned a lot – I see so much passion in the staff of OCUW and my fellow Board members and it becomes infectious - the commitment and ownership of trying to make our community a better place for everyone.

MIke Johnson Senior Vice President Automobile Club The Automobile Club of Southern California Orange County United Way Loyal Corporate Contributor “We have a comfort level that Orange County United Way is not fixed on one way of looking at things, that they evolve to the changing needs of the community, the changing demographics and that they are open to reassessing how they can have the greatest impact. And in the process, we challenge them to do that.”

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Investors in Change: Our Loyal Contributors and Donor Circle Partners A special “thank you” goes to each and every donor who continues to LIVE & GIVE UNITED by supporting Orange County United Way. This year more than 41,000 of you helped build self-sufficient lives in our community. In addition, we are grateful for those participating in our unique donor circles, including …

LEADERS’ SOCIETY

The Leaders’ Society is a circle of more than 1,000 Orange County community and business leaders who have demonstrated leadership with their annual gifts of $1,000 or more. Members enjoy the opportunity to be affiliated with like-minded individuals through volunteer projects and events and are acknowledged in Orange County United Way’s annual Leaders’ Society recognition book.

Additional engagement opportunities are available for Leaders’ Society Members through our Women Looking Forward donor circle. Women Looking Forward members participate in quarterly member-only speaker’s series with women leaders, monthly family volunteer projects with Orange County United Way partner agencies, and unique social events throughout the year.

Our Orange Impact Circle consists of Leaders’ Society members who invest 100 percent of their gift in Orange County United Way’s Community Impact work.

TOCQUEVILLE SOCIETY

The Tocqueville Society recognizes community and business leaders investing in the community and Orange County United Way with annual gifts of $10,000 or more.

Tocqueville Society members have the opportunity to participate in member-only receptions and family-oriented donor engagement programs with Orange County United Way partner agencies. Members enjoy premier recognition in our annual Leaders’ Society and Tocqueville Society recognition books and in national recognition and engagement opportunities with fellow members throughout the country. There are also unique affiliation and engagement opportunities for Orange County women giving at this level within the Women’s Philanthropy Fund, for Orange County lawyers and judges as a part of the Bench and Bar, and for Orange County real estate and building industry professionals with the Real Estate Community Builders.

We are pleased to honor Tocqueville Society members investing $10,000 or more annually in our Community Impact Fund as members of our Orange Impact Society.

LOYAL CONTRIBUTORS

We are proud to have 10,000 committed Orange County residents as Loyal Contributors. Loyal Contributors are a committed group of donors who have been a part of the United Way movement for 10 years or more. It does not matter if your giving was to another United Way before you began giving to Orange County United Way. We salute you for your outstanding support.

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Loyal Contributor: Meet Janet Davidson Getting involved and giving back to the community is part of Janet Davidson’s DNA. The daughter of a founding father of United Way of Greater Los Angeles, Janet is part of one family’s nearly 50-year commitment on to LIVE & GIVE UNITED. It is a legacy she is proud of, passionate about, and passing on to the next generation.

Growing up, Janet learned the importance of giving back by example: her father was actively involved in community fundraising and organization with United Way; her mother volunteered with many local charities and served as President of the Junior League of Los Angeles; her grandmother championed education-related causes.

“I really believe your family has a huge influence on whether or not you’re involved in the community,” said Janet. “My siblings and I grew up with the unspoken expectation that we had to do well in school and do what we could to improve and uplift the community. It was a natural thing.”

Like Father, Like Daughter As an adult, Janet remained active in civic engagement serving on the then Central Regional Board of United Way of Greater Los Angeles before relocating to Orange County. After a meeting with Betsy Sanders, the first woman Chairman of the Board of Orange County United Way (OCUW), Janet made a commitment to further her involvement with the organization. She joined our Board of Directors and later held the role of Chair for three years.

“My parents were big believers of United Way. They believed, as I do, that United Way’s concept of studying the community and the community’s needs, raising money for those needs, and then allocating that money is the most efficient way to fund organizations,” said Janet.

Janet Davidson Retired Partner, Paul Hastings Orange County United Way Loyal Contributor “When I first became involved in the community as an adult, I didn’t have a lot of money to give but I gave my time. Giving your time is very satisfying. You learn and meet interesting people from all walks of life. Giving your time is not a sacrifice; it’s a joy.

Davidson

Three Generations. One Commitment.

Today, Janet’s children are carrying on the family legacy; giving their time and doing their part to help change their communities. Her son Gregory is Board Vice-Chair of United Way of Silicon Valley and is expected to become Board Chairman next spring.

Janet continues to LIVE & GIVE UNITED. In addition to being a Loyal Contributor, she is a member of OCUW’s Tocqueville Society, Bench and Bar, and Women’s Philanthropy Fund.

To learn more about our loyal contributors program, visit our website at www.unitedwayoc.org.

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Success Stories Behind the agencies and programs we fund, there are thousands of people – families who have fallen on hard times and need a hand up; parents who cannot afford the basic necessities of life, such as food, shelter, and medical care; job seekers who need critical training; students who require tutoring to access a better future. The people who turn to our partner agencies need resources, education, and tools to turn their stories of struggle and lack into success stories of self-sufficiency.

Here are some examples of the positive impact your support has made possible.

Joseph Joseph Wilson is 55 years old and loves to exercise. Two years ago, he was exercising and felt a painful lump. Immediately, Joseph went to his doctor at Huntington Beach Community Cares Clinic who said he had an inguinal hernia and needed surgery. Being self-employed, he did not have any insurance because he couldn’t afford the premiums. In fact, he did not qualify for individual insurance because of pre-existing conditions. He was not able to exercise for two years because of the pain. Since he received the diagnosis, he wondered how he was going to pay for the surgery before it got worse.

Thanks to Access OC and volunteers at St. Jude Medical Center, he had the hernia repaired and was able to get back to work and return to his healthy lifestyle.

Access OC Outpatient Surgery Program

Mary The GAPP program has helped me achieve self sufficiency. I exited a shelter with a lot of knowledge and with no county assisted aid. GAPP has helped me stay off government assisted help and achieve longer term goals and gain permanent custody of my son who hadn’t been in my care for almost four years. I have accomplished goals I didn’t think were possible. I have sustained a home for myself and my two children for almost a year now and have managed to keep my son in sports and spend quality time with my daughter. I have maintained a quality of life that is priceless in so many ways because of SPIN and the support my case manager has given me.

Serving People In Need (SPIN) Guided Assistance to Permanent Housing Program

Karen Karen endured abuse at the hands of her parents and siblings for years. When she finally found the courage to leave the household, she entered a new relationship that was also abusive. Breaking the cycle of abuse is difficult and it took several more years before Karen was really ready; when she was, she came straight to WISEPlace. She knew about their services because her older sister had been a successful resident, graduating a few years earlier. After completing four months of the program, Karen is thriving. She is a full-time student at a local university, works part-time, and is developing healthy friendships.

WISEPlace Steps to Independence Program 24 | Orange county united way

United Way Community Impact Efforts: At Home and Around the World international

United Way Worldwide Community by community, United Way works to elevate the quality of life for millions of people worldwide. As an interconnected movement, United Way transcends borders and cultures in pursuit of the common good.

United Way is a worldwide movement of nearly 1,800 community based United Ways in 45 countries and territories. We advance the common good, creating opportunities for a better life for all by focusing on basic needs, education, and financial stability. The United Way movement mobilizes millions to action to improve the conditions in which they live.

National 2-1-1

United Ways across the nation support 2-1-1, a federally designated but locally funded three-digit telephone number that enables people to access vital community health and human services at no cost to the caller.

Orange County United Way assisted with the initial planning of this system and currently provides funding and support for 2-1-1 Orange County in our community.

State

United Ways of California Orange County United Way actively participates as a member of the United Ways of California. United Ways of California was formed in an effort to build a stronger California by improving the effectiveness of local United Ways and by enhancing/coordinating the United Way public policy efforts at the state and regional level.

Local - Partnerships with Local Funders Orange County Funders Roundtable

The Orange County Founders Roundtable is a collaboration of local funders who are committed to promoting capacity building in the nonprofit sector. This year the Roundtable hosted its first nonprofit summit which focused on critical issues facing nonprofit leadership including organizational sustainability, maximizing human resources, and strategic collaboration.

Health Funders Partnership of Orange County The mission of the Health Funders Partnership of Orange County is to improve local health by enhancing the impact and efficiency of health philanthropy in Orange County through collaboration. The Partnership attains this mission through gathering, sharing, and disseminating information, thereby creating a learning community for health philanthropists on identification of strategic issues for action and collaborative funding consistent with the mission and the management of these projects.

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Financial Statements

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2010-2011 Report to the Community | 27

Financial Statements

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2010-2011 Report to the Community | 29

Officers of the Board of Directors

Al De Grassi

Max Gardner

Chairman of the Board Plaza Bank, Senior Vice President

Vice Chair (2010) Community Volunteer

Lisa Locklear

Peter Case

Treasurer Ingram Micro Inc., Senior Vice President & Chief Financial Officer

Secretary Case Communications, Principal

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*Al De Grassi Chairman of the Board Plaza Bank Senior Vice President Irvine, CA

*Steven D. Allison Dorsey & Whitney LLP Partner Irvine, CA

Michael Johnson

Nella Webster O’Grady

Automobile Club of Southern California Senior VP Member Services & Administration Costa Mesa, CA

Palo Capital Principal Newport Coast, CA

Knute Kurtz

Ron Meraz

PricewaterhouseCoopers LLP Managing Partner Irvine, CA

UBS Financial Services, Inc. Managing Director and Market Area Manager Newport Beach, CA

John Carpino

*Lisa Locklear Treasurer

Angels Baseball Club President Anaheim, CA

Ingram Micro Inc. Senior Vice President & Chief Financial Officer Santa Ana, CA

Founding Partner Buttoned Up, Inc. Laguna Beach, CA

Jackie DeMaria

John Mansour

*Sue Parks

SVP, Global Human Resources Western Digital Corporation Lake Forest, CA

The Athens Group Vice President Laguna Beach, CA

WalkStyles CEO Laguna Niguel, CA

William M. Habermehl

*Douglas P. McCombs

Nicholas Reichert

Orange County Dept. of Education Superintendent of Schools Costa Mesa, CA

Grant Thornton LLP Partner Costa Mesa, CA

Irvine Company Vice President, Accounting Newport Beach, CA

*Robert E. Kent

Gregg Martin

Michael Russell

Net. App. IBM Global Alliance Senior Director and General Manager Irvine, CA

The Boeing Company Vice President & Chief Engineer N&SS Seal Beach, CA

Mohr Partners, Inc. Managing Partner Newport Beach, CA

*Ken Lickel

David G. Meulmester

*Jerome P. Thode

Community Volunteer Laguna Hills, CA

KPMG LLP Tax Partner Irvine, CA

i-Staff, LLC National Practice Leader Newport Beach, CA

*Robert E. Palmer

Peter Villegas

Gibson, Dunn & Crutcher LLP Attorney at Law Irvine, CA

JPMorgan Chase & Co. First Vice President, National Manager Office of Corporate Responsibility Irvine, CA

Rob Lucenti Deloitte Managing Partner Costa Mesa, CA

Betsy Banker Bank of America Vice President, Branch Manager Irvine, CA

*Peter Case Secretary Case Communications Principal Coto de Caza, CA

*Max Gardner 2010 Vice Chair Orange County United Way Interim President and CEO 2011 Irvine, CA

Tony Rackauckas Office of the District Attorney District Attorney Santa Ana, CA

*Tom Rogers Community Volunteer Newport Coast, CA

Nancy Meyer

*George Willis UPS - South California District President Aliso Viejo, CA

James Wilson

Mike Salmon

Enterprise Rent-A-Car Regional Vice President Huntington Beach, CA

Madison Street Partners Partner Irvine, CA

* Executive Committee Members

Gaddi Vasquez Southern California Edison Vice President Public Affairs Sacramento, CA 2010-2011 Report to the Community | 31

Senior Staff

Max Gardner

Susan Caumiant

Interim President and CEO

Vice President, Community Investments and Marketing

Brie Griset Smith

Carla Vargas Rivas

Vice President, Campaign

Vice President, Investor Relations - Major Investors

Terri Sutro

Taryn Vidovich

Vice President, Human Resources

Vice President, Finance/Controller

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We stand united because this is our community: our neighbors, our families, and our future

DON’T JUST WEAR THE SHIRT.

LIVE IT.

18012 Mitchell Avenue South, Irvine, CA 92614 Phone 949.660.7600 Fax 949.724.3039 www.unitedwayoc.org