United Way 2014 Community Report

ORANGE COUNTY UNITED WAY

Driving Change re-writing the story for children and families

2014

REPORT TO THE COMMUNITY

FACE 2024 the roadmap to a stronger community As we FACE the future together, we’re transforming the lives of children and families in Orange County by: • Funding innovative programs that support community-wide 10-year goals • Advocating for the voiceless to ensure policy and program improvement • Collaborating with those who have the passion, expertise and resources needed to drive change • Educating businesses, local leaders and the public on the critical issues facing our community

our goals

By 2024, working as a united community, we will: Improve Educational Outcomes by cutting the high school dropout rate in half Increase Financial Stability by reducing family financial instability by one-quarter Advance Health by ensuring that at least a third of our children live healthier lives Stabilize Housing by reducing the percentage of homeless and housing-insecure children in half

Dedicated to Robert E. Palmer, 1956-2014 Robert joined our Board in 2006, serving as chair from 2012-2014.

Instrumental in the launch of FACE 2024 and our strategic plan, he is missed and fondly remembered as a passionate driver of change.

2014 Board of Directors Officers Steven D. Allison, Chair Crowell & Moring LLP

Ken Lickel, Vice Chair Community Volunteer

Lisa Locklear, Treasurer Ingram Micro, Inc.

Michael A. Johnson, Secretary

Automobile Club of Southern California

Max Gardner, President & CEO Orange County United Way

2

Ben Alvarado

Terry Feit

Sandra Hutchens

David G. Meulmester

Michael Ray

Sherri Bovino

Michael Feldman

Hector J. Infante

Nancy Meyer

Mike Ruane

Paula Campbell

Suzanne Fradette

Jacqueline A. Brya Kelley

John P. McGrath, PhD.

Ernest W. Schroeder

Steve Churm

Dr. Mildred Garcia

Robert E. Kent

Al Mijares

Nella Webster O’Grady

Ian Leisegang

Keith Morrison

James Wilson

Henry Mendoza

Shirley Quackenbush

Wells Fargo

Global, 1st Flagship Company

Edison International

The Orange County Register

Karen D. Conlon

California Association of Community Managers

Deloitte.

Union Bank

PricewaterhouseCoopers LLP

California State University Fullerton

Reggie Gilyard

Chapman University

Joseph C. Hensley US Bank

Orange County Sheriff’s Department

Chevron

Ernst & Young LLP

Key Information Systems

J.P. Morgan

Link, Murrel & Company, LLP

KPMG LLP

Community Volunteer

Edwards Lifesciences, LLC

Orange County Department of Education

NBC TV

Merrill Lynch Global Wealth Management

Western Digital Corporation

CalOptima

Schroeder Investment Partners, Inc.

Palo Capital

Enterprise Rent-A-Car

Driving Change 3,785

Destination Graduation students

education

19,717

students and educators reached by academic and career-oriented programs

15,120

community members received free tax preparation services

income

200

individuals participated in SparkPoint OC financial literacy plans and programs

health

297%

of our goal to help more people in Orange County get access to health care

1,704

individuals and families received housing and shelter

housing

When I tell people I work for United Way, they usually ask if I’m a fundraiser. And while dollars definitely fuel our mission, there’s a more impactful story to tell about the work we do: United Way exists to drive change.

Here in Orange County, our role has expanded into that of a critical convener. We propel progress by mobilizing local partners, helping community organizations plan for the future, and activating strategies that make measurable differences in all our lives.

In 2013, we committed to a 10-year action plan called FACE 2024. An ambitious collaborative effort, its aim is to create a stronger Orange County where everyone has access to a quality education, a sustainable income, better health and stable housing—the building blocks for a good life.

131,000

adults enrolled in Covered California health plans

in 2014, Orange County United Way helped change the story for 293,052 people in our community

From the beginning, we recognized that driving this monumental change would require incredible collective effort. And it’s happening. United Way’s network is strong, with diverse partners every bit as committed to reaching our shared goals. Our board is filled with leaders—hands-on champions who empower us to do the work. By tapping into mutual aspirations and focusing on core issues, we unite people and organizations to act. Thanks to your support, we are already moving the needle.

We bring you this report as a dashboard of the past year, and invite you to experience our story as told by community members. They are our inspiration. I hope you’ll see that, while fundraising is a vital part of what we do, our reach encompasses much more: With your help, we’re driving lasting change in Orange County.

Thank you,

Max L. Gardner President & CEO

3

Educati improving academic achievement, literacy and increasing on-time

4,000 Orange County high school students drop Many of these students will lack the financial resources to care for their families later in life. In fact, the decision to drop out is a dangerous one for students. Dropouts are more likely to be unemployed, living in poverty, receiving public assistance, in prison, unhealthy, divorced or single parents with children who drop out of high school themselves.

OUR OC READS INITIATIVE BROUGHT TOGETHER MORE THAN PARTNERS RANGING FROM PEDIATRIC OFFICES TO LIBRARIES TO AFTER-SCHOOL PROGRAMS, SO THAT STUDENTS LEARN TO READ BY THE THIRD

90

90

GRADE AND THEIR PARENTS PLAY AN ACTIVE ROLE IN LITERACY

4

90

on early-grade

high school graduation OUR OC READS INITIATIVE BROUGHT TOGETHER MORE THAN PARTNERS RANGING FROM PEDIATRIC OFFICES TO LIBRARIES TO AFTER-SCHOOL Dropout prevention starts early when parents and PROGRAMS, SO THAT STUDENTS children are LEARN engaged and have access to the tools TO READ BY THE THIRD they need for academic GRADE ANDachievement.

THEIR PARENTS BetterPLAY AN ACTIVE ROLE IN LITERACY educated students and an increase in graduation

out each year

90

400+

STUDENTS ATTENDED FREE STEM SUMMER CAMPS

400+

90

rates will produce a better-prepared workforce.

we level the playing field by improving educational opportunities from cradle to career

The Boys & Girls Clubs of Santa Ana experienced great success over the summer months with the pilot of the Early Grade Literacy Program. It’s a great antidote for reducing the ‘summer slide’ in reading achievement and it increases parental engagement.

9,000

STUDENTS HAD ACCESS TO COLLEGE PREP INFORMATION INCLUDING APPLYING AND PAYING FOR SCHOOL

400+

STUDENTS ATTENDED FREE STEM SUMMER CAMPS

400+

9,000

“United Way’s Destination Graduation program has given me the opportunity to go on several different career-oriented field trips that have helped me define my path for the next four years in college.”

— Michela 5

Income increasing financial stability

through access to education and in Orange County, 1 in 4 people live in poverty Since 1990, the number of Southern Californians living in poverty has nearly doubled. Startling on their own, these statistics are often bellwethers for greater, systemic problems. There is a direct link between financial hardship and the poor health and academic prospects of those living in poverty.

we’re helping solve the equation through job training and financial literacy

UNITED WAY’S FREE TAX PREP PROGRAM SERVED

15,120

15,120 INDIVIDUALS

6

personalized planning services

UNITED WAY’S FREE TAX PREP PROGRAM SERVED INDIVIDUALS

15,120

15,120

A locally driven, collaborative approach—one that engages and mobilizes local business, nonprofit and government leaders and strategically focuses our collective resources on tackling the interconnected root causes—is the most effective way to create lasting change. We focus on the most important tools to gain financial stability: job training, skills improvement and financial management guidance and empowerment.

Reducing generational poverty and lessening the burden on public resources contributes to a

OUR OC FREE TAX PREP SERVICES HELPED INDIVIDUALS AND FAMILIES COLLECT

13

MORE THAN $ MILLION IN FEDERAL AND STATE REFUNDS

13million

THAT WOULD OTHERWISE GO UNCLAIMED

$

“The Automobile Club of Southern California

and Orange County United Way share a legacy of helping people in need. Through United Way, we engage our employees to give back to the community where we live and work. Together, we have created a stronger and more caring community.”

—Michael A. Johnson, Senior Vice President, Members Services, Automobile Club of Southern California

thriving economy.

“Although I am a college graduate, I found myself without a job. I attended an Employment Readiness Program, where the workshops equipped me with a refined resume, gave me confidence in interviewing skills, and a renewed appreciation for my real-world experience. I enjoyed mock interview experiences, submitted applications and phone interviews to hone my skills and get direct feedback. I found the best job I have ever had with an opportunity to build my career. Today, I coordinate marketing and distribution at a medical supply company in Orange County— with full medical benefits, a good salary and tremendous opportunities to grow within the organization.”

— Samuel, former client of WHW 7

Health improving access to health care, 1/3 of Orange County children are overweight When families don’t have enough to eat or are uncertain that food will be available, they may choose low-quality meals or fast food. When these children grow up, they are more likely to face severe health problems that may affect their ability to work, support their families and live a THROUGH THE COVERED OC COLLABORATIVE, financially stable life.ORANGE COUNTY UNITED WAY HELPED MORE THAN

131,000 RESIDENTS

ENROLL IN A COVERED CALIFORNIA HEALTH PLAN, UP 297% BEYOND PROJECTED ESTIMATES

131,000 THE ORANGE COUNTY FOOD BANK TONS PROVIDED NEARLY OF NON-PERISHABLES, 1 MILLION POUNDS OF FRESH PRODUCE AND 4 NEW AQUAPONIC FARMING SYSTEMS TO ENABLE COMMUNITY MEMBERS TO PRODUCE HEALTHY FOOD, THANKS TO UNITED WAY

200

8

200

THROUGH THE COVERED OC COLLABORATIVE, ORANGE COUNTY UNITED WAY HELPED MORE THAN

131,000 RESIDENTS

ENROLL IN A COVERED CALIFORNIA

131,000 HEALTH PLAN, UP 297% BEYOND

PROJECTED ESTIMATES

reducing childhood obesity

THE ORANGE COUNTY FOOD BANK TONS PROVIDED NEARLY

200

or obese; 13% of households are food-insecure

OF NON-PERISHABLES, 1 MILLION POUNDS OF FRESH PRODUCE

We work to improve the overall health of

200 AND 4 NEW AQUAPONIC FARMING

our community through programs that

SYSTEMS TO ENABLE COMMUNITY

provide food, nutritional education, physical

MEMBERS TO PRODUCE HEALTHY FOOD, THANKS TO UNITED WAY

fitness opportunities and access to quality medical care. Healthier children will grow up to be more productive members of our community’s workforce.

“Pacific Life and United Way work together because we recognize that there’s a great deal of disparity

and a great deal of need here in Orange County. Together, we can provide resources to help combat our community’s biggest issues in education, income, health and housing.”

— Jim Morris, Chairman and CEO, Pacific Life Insurance Company

we get to the heart of the matter by targeting healthy eating habits, increased physical activity and access to health care

THROUGH THE COVERED OC COLLABORATIVE, ORANGE COUNTY UNITED WAY HELPED MORE THAN RESIDENTS ENROLL IN A COVERED CALIFORNIA HEALTH PLAN, UP 297% BEYOND PROJECTED ESTIMATES

131,000

131,000

IN PARTNERSHIP WITH UNITED WAY, THE SECOND HARVEST FOOD BANK OF ORANGE COUNTY PROVIDED MORE THAN

300,000

MEALS, INCLUDING FRESH PRODUCE, TO FOOD-INSECURE RESIDENTS AND AT-RISK CHILDREN

300,000

THE ORANGE COUNTY FOOD BANK TONS PROVIDED NEARLY OF NON-PERISHABLES, 1 MILLION POUNDS OF FRESH PRODUCE “As4 NEW a cancer survivor, now I am able to purchase insurance through AND AQUAPONIC FARMING SYSTEMS TO ENABLE COMMUNITY Covered California and don’t have to pay those high premiums due MEMBERS TO PRODUCE HEALTHY to a pre-existing condition.”

FOOD, THANKS TO UNITED WAY

200

200 — Maria

9

Housing ending homelessness and helping affordable, stable housing

30,000 school-age children in our county are Families with children are among the fastest growing segments of the homeless population. Living arrangements for homeless children can be precarious, unstable, and at times dangerous. Without stable housing, children are at greater risk for family insecurity, challenges in school, unpredictable income and poor health.

“Southern California Edison partners with

United Way because together, we can build better communities–a Southern California we can all celebrate for years to come. We can help those who cannot help themselves and we can be the voice for those who cannot speak for themselves.”

—Gaddi H. Vasquez, Senior Vice President, Government Affairs, Southern California Edison (former Director, United States Peace Corps)

10

ng to provide 2

homeless or housing-insecure

2

United Way programs help working families get access to permanent, affordable housing. Helping families avoid homelessness results in children who are better able to learn in school, maintain health and succeed in life.

“At Western Digital, it’s important that we give

something back to the community we live and work in–it’s a part of our DNA. Supporting United Way makes us feel good, but we do it because it’s the right thing to do.”

—Steve Milligan, President & CEO, Western Digital

SPARKPOINT CENTERS EXPANDED

INTO LOCAL GRADE SCHOOLS. NOW 100 FAMILIES HAVE ACCESS TO FINANCIAL COACHING AND RENTAL ASSISTANCE SO THEIR

CHILDREN WON'T HAVE TO MOVE FROM SCHOOL TO SCHOOL

United Way is closing the door on homelessness and providing a key to family stability

2

SPARKPOINT CENTERS EXPANDED INTO LOCAL GRADE SCHOOLS. NOW 100 FAMILIES HAVE ACCESS TO FINANCIAL COACHING AND RENTAL ASSISTANCE SO THEIR CHILDREN WON'T HAVE TO MOVE FROM SCHOOL TO SCHOOL

2

5

5

5

RAPID REHOUSING PARTNERS PLACED 1,182 HOMELESS OR HOUSING-INSECURE FAMILIES INTO PERMANENT HOUSING

5“I was living in a shelter with my nine-year-old son. Through Serving People in Need RAPID REHOUSING PARTNERS (SPIN), I got the help PLACED 1,182 HOMELESS OR I needed to pay for move-in costs. They also connected HOUSING-INSECURE FAMILIES me to SparkPoint OC where I was able to get a great job. Today I am managing INTO PERMANENT HOUSING

my budget and working to complete my Associates degree.”

— Elena, client of two United Way-supported programs

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Our Partners in change Local companies play an integral role through

Dimensions in Giving Partner

their steadfast support of United Way. Their shared commitment is making positive change in the lives of tens of thousands of individuals throughout Orange County.

Exemplary Community Leader

This story will continue as the top businesses in our community pledge ongoing support to FACE 2024. At this year’s campaign kickoff event, leaders announced an annual fundraising goal

Spirit of Orange County

of $20 million.

Golden Key Partners

Edwards Lifesciences kicked off a high-energy workplace campaign.

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6th annual Walk United June 29, 2014 More than

$250,000 raised, a new record!

3,000+ men, women and children walked Our 5K course covered the grounds and the field Presenting event sponsor famous stagecoach

Angel Stadium

Wells Fargo’s

Destination Graduation

students celebrated with participants at the finish line

face

Interactive rest stops put a to Education, Income, Health and Housing in Orange County Information booths shared vital resources available to

community members

Three

live bands entertained the crowd

Gourmet food trucks offered

healthy options

Kids’ fun zone

featured bounce houses, super heroes and princesses

helping more people

All this added up to in the community gain self-sufficiency to create pathways for a

better future

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Individ advancing the common good Tocqueville Society

French philosopher Alexis de Tocqueville admired the uniquely American tradition of “neighbor helping neighbor� in Democracy in America.

The Orange County United Way Tocqueville Society has grown to more than 275 community and business leaders who join more than 26,000 members across the United States in making a difference.

These visionaries are driving change through their time, talent and philanthropic gifts. Society members contribute $10,000 or more annually.

800 Thanksgivings

Knowing that many families in Orange County go without the nutritious and festive foods that make Thanksgiving a day of celebration, Tocqueville Society members spent November giving back to their neighbors in need. They gathered for two days to assemble baskets filled with holiday fixings and hope for 800 local families.

14

duals

Orange Impact Society Members invest $10,000 or more of their gifts in Community Impact Thomas and Bonnie Abate

Donna Hansen

Joe and Gina Andrukaitis

Allergan Inc.

L-3 Interstate Electronics Corporation

Michele D. Johnson

Latham & Watkins LLP

Jerry Rapport

Lori and John Belli

Jacqueline Brya Kelley and Stephen Kelley

Michael Ray

Edwards Lifesciences LLC

Tocqueville Society Members Leading change throughout the Community

Ernst & Young LLP

MILLION DOLLAR ROUNDTABLE Members of United Way’s Million Dollar Roundtable have made a cumulative or outright gift or pledge of $1,000,000 or more. The National Society donors have made annual gifts of $100,000 or more.

TEN MILLION DOLLAR ROUNDTABLE

MILLION DOLLAR ROUNDTABLE

Laura Khouri and Michael K. Hayde

Jeffrey, Carol and Rebecca Burch Lee Ann Canaday Jack and Kingsley Croul Ranney E. and Priscilla Draper Kenneth and JoAnn Lickel Masson Family Foundation Michael L. and Nancy B. Meyer Steven S. Myers L Gil and Nancy Rommel

L

FOUR MILLION DOLLAR ROUNDTABLE Nancy and Geoffrey Stack Family Foundation

THREE MILLION DOLLAR ROUNDTABLE David and Sandy Stone Paula K. Mathis Peter and Gail Ochs

TWO MILLION DOLLAR ROUNDTABLE Robert A. and Joni Alter

Laura M. Benz

Ernst & Young LLP and Makaira Companies LLC

Dennis and Carol Berryman

Knute and Joyce Kurtz

Pacific Development Group

Debbie C. Bolar

Bolar Hirsch & Jennings LLP

Sherri Bovino

Global, A 1st Flagship Company

Joe Brennan

Fluor Corporation

Gregory Burden

Owl International, Inc.

Paula Campbell Edison International

Janet Davidson and Richard Plat

Retired Partner, Paul Hastings LLP

Suzanne Fradette and Steve Tucker

PricewaterhouseCoopers LLP

NATIONAL SOCIETY

Max and Artyn Gardner L Orange County United Way

John Coyne

Bruce Greenwood

L

Costco Wholesale

Stephen B. Gross

IHI Power Services Corp.

“United Way is uniquely positioned to address key local issues because they

have a vast network of strategic partners from all sectors that share the same goals in making Orange County an even better place to work and live.”

—Laura Khouri, President, Western National Property Management and Tocqueville Society

Member

Holthouse, Carlin & Van Trigt LLP

Nancy Handel

PricewaterhouseCoopers LLP

Orville and Jeane Marlett Gregg and Leanne Martin The Boeing Company

Geraldine and John McGrath Edwards Lifesciences LLC

David and Barrie Meulmester KPMG LLP

Renita Mollman

Burns & McDonnell

Jim and Ann Morris

Pacific Life Insurance Company

Linda and Mike Mussallem Edwards Lifesciences LLC

Nella Webster O’Grady and Kevin O’Grady L Palo Capital

David and Julianna Pyott Foundation

Western Digital Corporation

Sarah J. “Sally” Anderson and Thomas B. Rogers L Plaza Bank

Mark and Dinah Stevens Fluor Corporation

Peter and Mary Tennyson Paul Hastings LLP and StashAll

Jeffrey T. Thomas

Gibson, Dunn & Crutcher LLP

Jacqueline and Bill Thompson

Surterre Properties, Inc.

William and Nancy Thompson Shelley B. Thunen Endologix

John and Megan Waldeck Pacific Life Insurance Company

Gary and Patricia Wescombe

Robert E. and Nancy Palmer Gibson, Dunn & Crutcher LLP

Arnold and Mabel Beckman Foundation

Dennis and Tami Parrott

Brian and Tara Woolfolk

Laila and Dryden Pence

Richard Yates

KPMG LLP

Pence Wealth Management

Pacific Life Insurance Company ACCO Engineered Systems

Bill and Pat Podlich Orange Impact Society Members

L Legacy Circle members perpetuate their gifts through their estates 15

TOCQUEVILLE SOCIETY MEMBERS Kellie Aamodt

Carolyn and William Beaver

Mark and Kim Clemens

Panteha Abdollahi

Alan and Kimberly Bick

Dr. Richard and Sally Afable

UPS

Paul Hastings LLP Hoag

Salman Alam

Western Digital Corporation

JoAnn Albers

Albers Consulting, LLC

Hugh and Jennifer Allen

Terry Feit

Adrian Griggs

Maho Jordan

Pacific Life Insurance Company

Ernst & Young LLP

Patrick Fitzgerald

Gibson, Dunn & Crutcher LLP

Dr. Thomas and Dr. Cynthia Coad

Brie Griset Smith and Peter Marshall Smith

Christy D. Joseph, Esq. and Jeff Schwalm

Howard and Katherine Bland

Joseph and Kathleen Coleman

Monica Foster

Orange County United Way

Snell & Wilmer, L.L.P.

Michael Hajeck

John C. Kappos

Western Digital Corporation

O’Melveny & Myers LLP

Jeffrey Hall

Adam and Rochelle Karr

UPS

O’Melveny & Myers LLP

Richard Hartley

Timothy J. and Marianne Kay

KPMG LLP

Snell & Wilmer, L.L.P.

Gregory and Barbara Hartnett

Joan and Eamon Kelly

KPMG Retirees

KPMG Retirees

Snell & Wilmer, L.L.P.

John and Tasia Boyle

Victoria Collins, Ph.D, CFP and David Collins

Automobile Club of Southern California

Christopher and Kelly Brown KPMG LLP

Advantage Car Exchange and Sanitation Districts of Los Angeles County

Rusty and Debi Brown

Steven and Kristy Allison

Call & Jensen, APC

Crowell & Moring LLP

Harlan and Susan Arita

Blue Sky Color of Imagination and Orange County United Way

Lawrence R. and Sandra C. Armstrong Ware Malcomb

Kenneth Ash

Western Digital Corporation

Daniel and Sharon Bagan UPS

Kevin and Lora Baldridge Irvine Apartment Communities

Bill and Tara Balfour

Bank of America/Merrill Lynch and Cranbrook Capital Advisors Inc.

Ellen Bancroft

Morgan, Lewis & Bockius LLP

Tamara and Leo Barker UPS

The Word and Brown Companies

Wayne and Lyn Call Jeff and Carol Carlile

Your Legacy Project

Karen D. Conlon

Jeffrey and Bonnie Dankberg Deloitte.

Suzanne and Ben DeJong Mike Denning

Ernst & Young LLP

Opus Bank and Nationwide Insurance

Celina Doka

Rachid Chamtieh

Brian Drake and Diane Drake, Ph.D

BJ Chandler

Premier Transportation

Theodore and Lusiana Chang Deloitte.

Mark and Michelle Chao Deloitte.

Steve and Cinda Churm The Orange County Register

Thomas Clarke

Ben Francois

Canterbury Consulting Incorporated

Vito and Mary Francone Deloitte.

Brian and Cheree Garbutt

The Word and Brown Companies

Ernst & Young LLP

Deloitte.

UPS

Lawrence Cortez

Joseph Carrillo

Nicole Carrillo and Keith Hall

PricewaterhouseCoopers LLP

John and Nancy French

Roger and Marjorie Davisson

Western Digital Corporation

Deloitte.

California Association of Community Managers

Carlile, Coatsworth Architects and Holthouse, Carlin & Van Trigt LLP

PricewaterhouseCoopers LLP

16

KPMG LLP

KPMG LLP

KPMG LLP

Greg and Julie Dunlap Deloitte.

Scott Ecker and Heidi Brandl Deloitte. and IHP Capital Partners

Tricia Esser

KTGY Group Inc., Architecture and Planning

Chip and Helen Fedalen The Irvine Company

Ernst & Young LLP Lee & Associates

Fluor Corporation

Barry and Camille Gershenovitz

Robert Haskell

Ernst & Young LLP

Pacific Life Insurance Company

Robert Hempstead

BonTerra Psomas

Lisa Konn and Naveed Hakim Deloitte.

John and Christine Koontz Alcon Labs

Loreen Gilbert, CIMA, AIF, CRC, CLTC

Western Digital Corporation

Mark and Laurie Henigan

Ian and Sally-Anne Leisegang

Irvine Company

J.P. Morgan

Reggie Gilyard and Suji Woo

J. Jay Herron and Dana Klein

Kim Letch and Nigel Stobart

O’Melveny & Myers LLP

Ernst & Young LLP

Monica Timpe Godfrey and Jeff Godfrey

Peter and Susan Hitch

Tina and Marc Ley

Urban Associates

Irvine Company

Craig and Jo Hodgetts

Marcus and Kenna Little

Deloitte.

Oakley and MOMS Orange County

Julie Holt

Lisa and Mark Locklear

Julie Holt Consulting

Ingram Micro Inc.

Linda and George Horioka

Robert W. Loewen

Ernst & Young LLP and XSURA

Gibson, Dunn & Crutcher LLP

Michael A. Johnson

Rob Lucenti

WealthWise Financial Services Chapman University

The Timpe Group - Morgan Stanley

Michael Gottlieb Ernst & Young LLP

Cindi Grace and Steve Camp Western Digital Corporation

Cynthia Stamper Graff Lindora, Inc.

Robert Eastridge Graham and Samantha Price Morgan Stanley-Newport Beach

Walter and Lola Green

Automobile Club of Southern California

Deloitte.

Christopher and Lauren Johnston

Mamer Financial Group Wells Fargo Advisors LLC

Ernst & Young LLP

Sue Mamer

Adam and Sarah Markman Brian and Michelle L. Maryott

Wells Fargo Advisors and Gibson Dunn & Crutcher LLP

Jennifer and Tony Mathews Bank of America

Jerry and Karen Mattes UPS

Joe and Christina Mauthe Deloitte.

Scott and Cheryl McCarley UPS

Matt and Diana McCutchen Deloitte.

Bill Mecklenburg and Christine CondinoMecklenburg

SES Insurance Brokerage Services Inc. and Coast to Coast Destinations

Gene and Rose Mergelmeyer

Assurant Specialty Property

Janie Merkle

RE/MAX Fine Homes

Juliette Meunier and Tim Cannon Ernst & Young LLP

Paula E. Meyer, Esq.

Paula E. Meyer & Associates, APC

Steve Milligan

Western Digital Corporation

James J. Moloney

Gibson, Dunn & Crutcher LLP

Cheryl and Joe Moreno Ernst & Young LLP

Colin Morgan

Western Digital Corporation

Donald L. Morrow and Judy J. Johnson Paul Hastings LLP

James and Karen Murphy Western Digital Corporation

Kalpana Ramakrishnan KPMG LLP

Daniel A. Sasse and Anne M. Brafford

Rick and Vickie Rayson

Crowell & Moring LLP and the Law Offices of Anne M. Brafford

Jeffrey and Andrea Reeves

Joy Schaefer and Greg Skaggs

Deloitte.

Gibson, Dunn & Crutcher LLP

Michelle A. Reinglass

ADR Office of Michelle A. Reinglass/ Judicate West

Marshall and Maria Solomon

Taryn and Warren Vidovich

Deloitte.

Blue Sky Color of Imagination

Gabriel Steffens and Katherine Bell

Joseph M. Viglione

TIAA-CREF and Paul Hastings LLP

Golden Eagle Advisors LLC

Tina Stoliar

James J. Scheinkman and Cindy Eden

Dave and Christine Sullivan

Snell & Wilmer, L.L.P.

KPMG LLP Deloitte.

Western Digital Corporation

Jennifer Williams Bank of America

Susan and Brett Williamson O’Melveny & Myers LLP

Gary Wilson

Haunani Nakabara

Richard Reisman

Pillsbury, Winthrop, Shaw, Pittman LLP

Brandon Sylvia

James Wilson

Scott S. Nelson and Catherine M. Nelson

Jeffrey M. Reisner Ed and Anita Richards

Donna and Ernest Schroeder

Gregory Thelin

Gabrielle Wirth

Angela Thompson

Dr. Tammy Wong

Helen and Conrad Timpe

Lance and Jeanie Wood

Kim and Kathleen Tobler

Josh and Andrea Woods

Ernst & Young LLP

Ernst & Young LLP

Beckman Coulter, Inc. and Ernst & Young LLP

Hamid and Melissa Shokrgozar

Khanh T. Tran and Debi Duong

John and Dawn Word

KPMG LLP

Ernst & Young LLP

Pamela Newcomb

Orange County Business Journal Irell & Manella LLP Alcon Labs

County of Orange Board of Supervisors

Matthew Rink

Gregory Njoes

Thomas J. Roach

PricewaterhouseCoopers LLP

Andrew and Janice Parnes Shea Homes

Sean and Tammy Peasley Deloitte.

Lisa Perrine and Bob Kuhel Cibola Systems

Michelle and Paul Prescott Deloitte.

Gina and Tom Primeaux

Alcon Labs

Ernst & Young LLP

The Robinson Foundation Duleep and Lisa Rodrigo KPMG LLP

J. Steven and Kimberly Roush

PricewaterhouseCoopers LLP and All-Star Executive Coaching

Michael P. and Shannon Russell

Deloitte.

Mohr Partners, Inc.

Rebecca L. Procsal

Dean and Terri Samsvick

KPMG LLP

KPMG LLP

Shirley and Steve Quackenbush L

Eric and Joy Sanders

Merrill Lynch Global Wealth Management and Container Freight/EIT, LLC

Allergan Inc.

Christine Scheuneman

Schroeder Investment Partners, Inc.

Julie A. Shafil

IMS Information Management Specialists

Michael and Barbara Shangraw

Tom and Marilyn Sutton Rutan & Tucker LLP Western Digital Corporation UPS

The Timpe Group - Morgan Stanley

Viking Technology a division of Sanmina

Pacific Life Insurance Company

John and Renee Simonis

Western Digital Corporation

Paul Hastings LLP

Sudeep Singh Deloitte.

Jeff Singletary

Snell & Wilmer, L.L.P.

Randy and Danette Smith UPS

Chahira Solh

Michael Tran

Dawn Trautman

Pacific Life Insurance Company

Julie R. Trotter

Call & Jensen, APC

John and Kirsten Valenta Deloitte.

Carla L. Vargas

PricewaterhouseCoopers LLP Enterprise Rent-A-Car Dorsey & Whitney LLP Fostering Executive Leadership PricewaterhouseCoopers LLP

The Word and Brown Companies

Severio Worthington

Western Digital Corporation

Meryl and George Young Gibson, Dunn & Crutcher LLP

Peter and Cindy Zofrea Ernst & Young LLP

12 Members Have Chosen to Remain Anonymous

Orange County United Way

Crowell & Moring LLP

17

In 2014, Orange County United Way raised $18,420,450 to ensure Orange County residents achieve their fullest potential by focusing on Education, Income, Health and Housing—the building blocks for a good life.

Financial

revenue snapshot

investment snapshot

WORKPLACE includes charitable funds through United Way campaigns at participating companies whose employees live and/or work in Orange County COMMUNITY includes individual donors giving outside a workplace campaign

GRANTS & PROGRAMS includes funding support of nonprofit service providers; community leadership; program development and implementation; community education; advocacy; volunteer and donor engagement; facilitation of philanthropy; community partnerships; nonprofit capacitybuilding and training efforts; issue expertise and research; and support staffing

OTHER includes endowment, events, as well as corporate and community grants

FUNDRAISING includes the costs associated with raising money to support United Way’s mission ADMINISTRATION & GENERAL activities include finance, IT and marketing services that support Orange County United Way

grants & programs

workplace

79%

$14,534,443

83% community

10%

11%

$1,962,267

other

10%

$1,923,740

total annual campaign

$18,420,450 18

fundraising

administration & general

7%

s 2013-2014 financial highlights 2013-2014 STATEMENTS OF FINANCIAL POSITION

6/30/2013

6/30/2014

Total Assets

$27,545,408

$26,062,463

<$10,458,897>

<$8,806,713>

$17,086,511

$17,255,750

Less Total Liabilities

Total Net Assets

STATEMENTS OF ACTIVITIES Annual Campaign Provision for Uncollectible Pledges Other Income

$17,832,829

$18,420,450

($407,518)

($443,759)

$996,237

$1,123,104

$18,421,548

$19,099,795

Grants and Programs

$6,758,948

$7,010,789

Donor Designations

$8,257,793

$8,784,321

Fundraising, Administration & General

$3,083,242

$3,135,446

$18,099,983

$18,930,556

$321,565

$169,239

$16,764,946

$17,086,511

$17,086,511

$17,255,750

Total Revenue

Total Grants, Designations and Expenses Change in Net Assets Net Assets – Beginning of Year Net Assets – End of Year

The complete financial statements for Orange County United Way for fiscal years 2013 and 2014 audited by BDO USA, LLP are available at www.unitedwayoc.org/accountability.

19

thank you for joining us on our journey

To learn more, visit unitedwayoc.org 18012 Mitchell South, Irvine, CA 92614