Annual report [05 29 13]

Orange County United Way

GROW TREES. IF YOU WANT A HUNDRED YEARS OF PROSPERITY, GROW PEOPLE. IF YOU WANT ONE YEAR OF PROSPERITY, GROW GRAIN. IF YOU WANT TEN YEARS OF PROSPERITY, GROW TREES. IF YOU WANT A HUNDRED YEARS OF PROSPERITY, GROW PEOPLE. IF YOU WANT ONE YEAR OF PROSPERITY, GROW GRAIN. IF YOU WANT TEN YEARS OF PROSPERITY, GROW TREES. IF YOU WANT A HUNDRED YEARS OF PROSPERITY, GROW PEOPLE. IF YOU WANT ONE YEAR OF PROSPERITY, GROW GRAIN. IF YOU WANT TEN YEARS OF PROSPERITY, GROW TREES. IF YOU WANT A HUNDRED YEARS OF PROSPERITY, GROW PEOPLE.

IF YOU WANT ONE YEAR OF PROSPERITY, GROW GRAIN. IF YOU WANT TEN YEARS OF PROSPERITY, GROW TREES. IF YOU WANT A HUNDRED YEARS OF PROSPERITY, GROW PEOPLE.

IF YOU WANT ONE YEAR OF PROSPERITY, GROW GRAIN. IF YOU WANT TEN YEARS OF PROSPERITY, GROW TREES. IF YOU WANT A HUNDRED YEARS OF PROSPERITY, GROW PEOPLE.

Dear Friends, Many words come to mind when I reflect on our work in 2012. Hopeful and connected are two, but the one that best describes it is promise.

Promise for a brighter future for the families starting new lives, off the streets and in a safe place they can call home; for the parent preparing to secure a better job and become financially stable; and for our Destination Graduation students who are on the path to reach their full potential. It’s these examples of promise, success, and self-sufficiency that keep the LIVE UNITED movement going year after year. But none of them would be possible without your generosity and commitment to our cause to advance the common good. Because of your investment in our mission, the promise of a stronger community is being realized. Because of you, in 2012, we were able to assist more than 195,000 residents in need of a fresh start, renewed hope, and a hand up.

It is also because of you that we set out to chart a new course for change last year through our strategic planning and community engagement process. At Orange County United Way, we know that the road to creating a stronger community is not one we travel alone. For nearly 90 years, we have united people and organizations from across Orange County who bring the passion, expertise, and resources needed to get things done.

It was with this sentiment that we launched our strategic planning effort … an ambitious road map to create a stronger, more vibrant Orange County.

Why did we do this? Like all organizations, nonprofits must continue to evolve to meet the changing needs of the community that they serve. After listening to those deeply involved in and supportive of our work being done in Education, Income, Health, and Housing, we realized it was time to put some bold goals behind our focus areas and also put the idea of Collective Impact into practice. Through Collective Impact—working together to achieve what no one person, organization, or company can do alone— we can do powerful, life-changing, and community-transforming things.

In order to “make good” on our promise to strengthen Orange County, we need your continued support. Our neighbors and our community are counting on us to keep fighting the good fight to advance the common good. We hope you will be part of the change, stay involved, and continue to GIVE, ADVOCATE, and VOLUNTEER. Thanks for your support. Let’s keep the LIVE UNITED movement and momentum going.

With gratitude,

Max L. Gardner President and CEO

UNITED WAY WORKS to ensure that all Orange County residents achieve their fullest potential by focusing on Education, Income, Health, and Housing—the Building Blocks for a good quality of life. Since 1924, our community has entrusted us to connect people and businesses with opportunities to Give, Advocate, and Volunteer.

Through community investments directed to the needs of today as well as long-term strategic goals, we are effectively and efficiently strengthening our overall community by improving the lives of our neighbors in need.

WHILE 2011 WAS MOSTLY ABOUT REPAIRING THE DAMAGE TO LIVES DEVASTATED BY THE ECONOMIC DOWNTURN, in 2012, we focused on building new bridges to strengthen Orange County—taking a bold

step in a new direction to examine ways we can fulfill our mission to improve lives and strengthen Orange County. Through our six-month strategic planning and community engagement process, we brought together nonprofit leaders, issue experts, corporate and agency partners, and donors to evaluate our community’s unique social needs in the areas of Education, Income, Heath, and Housing. While safe shelter and secure housing has always been part of our overall work, we decided to examine the issue separately to determine what effect it has on our residents’ ability to live successful, independent lives.

In addition to having in-depth community conversations with thought leaders, we also invited the public to be part of the change through an online survey so they could share their perspective on which social issues they felt were a priority for our residents, and how we should address them moving forward.

What we learned was eye-opening, informative, and inspiring and will inform our community goals for the next 10 years. In 2013, we'll finalize and share these goals with you and unveil our plans for achieving them.

During this period of transformation, we will remain true to our mission by mobilizing the caring power of people like you, people who care and want to be part of the change to strengthen OUR community. It is only through continuing to pool our resources, talent, time, and passion that we can have Collective Impact and accomplish what no one person, organization, or company can do alone. We can do it. We will do it.

AT ORANGE COUNTY UNITED WAY, we know that the road to creating a stronger community is not one we travel alone. For nearly 90 years, we have united people and organizations from across Orange County who bring the passion, expertise, and resources needed to get things done. It is with this sentiment that we set out to develop a strategic plan … an ambitious road map to create a stronger, more vibrant Orange County.

BOARD OF DIRECTORS

The OCUW Board of Directors approves our plan to engage the OC community through a strategic community assessment process

OCUW

will continue working with the community to realize its four bold goals in the areas of Education, Income, Health, and Housing

CORPORATE PARTNER EXECUTIVE SESSIONS

Sessions with executives of key corporate partners (including Allergan, Ingram Micro, Kaiser Permanente, Bank of America, Pacific Life, Edwards Lifesciences, and UPS)

COMMUNITY SURVEY

DONOR INPUT

Engaged our entire network, all donors, and corporate partners, with almost 500 participating

Tocqueville Townhall, Women’s Philanthropy Fund engagement sessions, and individual donor input

COMMUNITY STAKEHOLDER FORUMS 4 community stakeholder forums with more than 130 attendees (40 Education, 14 Income, 41 Health, 37 Housing)

COMMITTEES

EXPERTS

Discussions with 20 OC experts on Education, Income, Health, and Housing issues

4 committees (Education, Income, Health, and Housing), with more than 70 participants including a cross-section of business leaders, community experts, donors, and board members

We invite you to join us at this exciting time in Orange County’s history, and we thank you for being part of the LIVE UNITED movement. To keep updated, we encourage you to visit our website or join one of our LIVE UNITED social communities:

/UnitedWayOC

/UnitedWayOC

linkd.in/unitedwayoc

blog.unitedwayoc.org

/OCUnitedWay

OUR FOCUS

ORANGE COUNTY UNITED WAY ADDRESSES OUR COMMUNITY’S COMPLEX SOCIAL ISSUES THROUGH A MULTILAYERED APPROACH FOCUSED ON EDUCATION, INCOME, HEALTH, AND HOUSING— the Building Blocks for a good quality of life. This includes funding, through our Community Impact Grant Program, Orange County nonprofits that are making significant progress to effect change in our focus areas, developing and managing community initiatives, establishing partnerships with leading companies and organizations, developing innovative macro and micro programs to impact those in need, and advocating and volunteering to improve lives and strengthen our community.

EDUCATION. INCOME. HEALTH. HOUSING. DESTINATION GRADUATION HOPE. OPPORTUNITY. EXPOSURE. That’s what Orange County United Way’s Education initiative, Destination Graduation, provides to 1,800 at-risk youth in the high-need communities of Anaheim, Huntington Beach, and Santa Ana. Created in 2010 to improve Orange County’s dropout rate, Destination Graduation is a unique countywide partnership that’s providing high school students (many of whom will be the first in their family to go to college) and their teachers with an enhanced academic support program that includes teacher training, career exploration opportunities, field trips, on-site career exposure mobile units, parental engagement training, and connections to local Orange County corporations. Expanded in 2012 to include three middle schools, Destination Graduation is inspiring and empowering the next generation of leaders, making sure they graduate from high school both college and career ready. For more information, please visit www.unitedwayoc.org/destination-graduation.

LEAD SUPPORTER: Southern California Edison SUPPORTERS: Edwards Lifesciences Fund and Technology for Kids

BANKING ON THE FUTURE EARN IT. KEEP IT. SAVE IT. Designed to link low-income families to a better, brighter, and more financially stable and independent future, this comprehensive program offers information and access to eligible tax credits, free tax preparation services, financial literacy education, and low-cost mainstream banking services (Bank On). In 2012, more than 3,400 of our neighbors in need received financial literacy education services, and more than 4,000 bank accounts were opened, moving people into mainstream banking and away from predatory lenders. For more information, please visit www.unitedwayoc.org/banking-future.

LEAD SUPPORTER: The Boeing Company SUPPORTERS: Bank of America, Citibank, Union Bank, and Wells Fargo

ANNUAL REPORT | 7

SPARKPOINT OC ONE-STOP EMPOWERMENT SHOP. Launched in 2012, SparkPoint OC, located in Westminster at Abrazar, is an innovative financial empowerment center designed to spark new hope for Orange County individuals and families, by providing effective financial education and resources. SparkPoint OC helps families to improve credit scores, reduce debt, build income, and grow assets, through long-term, case-managed service delivery from key nonprofit partners— all in one convenient location. Clients of SparkPoint OC receive financial coaching and bundled services for two to three years to ensure they reach economic self-sufficiency. In its first year of operation, SparkPoint OC at Abrazar helped place more than 80 families on a path paved with better credit, larger savings accounts, and future financial success and stability. For more information, visit www.unitedwayoc.org/sparkpoint-oc.

OC VITA—FREE TAX PREPARATION CAMPAIGN REINVESTING IN OUR COMMUNITY. Each year, millions of hard-working individuals and families miss out on their share of close to $60 million in funds specifically designated by the federal government to help lift them out of poverty. To make sure Orange County taxpayers claim all the eligible federal and state tax credits available to help them, Orange County United Way leads the OC Volunteer Income Tax Assistance (VITA) program each tax season. Noted as a national model for VITA services, this program increases our residents’ financial knowledge and provides them with access to the Earned Income Tax Credit (EITC). Through partnerships with the IRS, AARP, more than 20 nonprofits across Orange County, and local churches, high schools, and colleges, OCUW offers free tax filing services through IRS-certified volunteers. And the program is paying off: In 2012, nearly 7,500 people used the service, resulting in $10 million in tax refunds and $3.4 million in EITC refunds, which was reinvested into our local economy, and $1 million saved in filing fees. For more information, please visit www.unitedwayoc.org/free-tax-preparation.

LEAD SUPPORTER: The Boeing Company SUPPORTER: Bank of America 8 | ORANGE COUNTY UNITED WAY

WOMEN’S PHILANTHROPY FUND GRANT PROGRAM LIVE UNITED LADIES LEADING THE CHANGE. Developed by members of the OCUW Women's Philanthropy Fund, this grant program helps to “fill in the gaps” to self-sufficiency experienced by women and girls in Orange County. The program provides much-needed micro grants to nonprofits to help them step in and take care of issues that can derail an individual’s progress on the road to independence, including car repairs, child care, scholarships, and education materials. For the last two years, the program has granted more than $305,423 to help women and girls in our community thrive. For more information, visit www.unitedwayoc.org/womens-philanthropy-fund/1.

ORANGE COUNTY HOMELESS FAMILY WINTER TRANSITIONAL SHELTER PROGRAM A SAFE AND SECURE PLACE. When the weather turns cold, many of Orange County’s homeless families find themselves with no place to turn for help. Orange County United Way works with local funders and leaders to address the needs of homeless families in Orange County. The Orange County United Way− funded Homeless Family Winter Transitional Shelter Program makes sure that families with children, and pregnant women, are immediately moved from the Winter Armory to a safer shelter and provided with case-managed care that will result in permanent housing solutions. Service providers include Illumination Foundation and Mercy House. Since the program began in 2010, it has placed more than 139 families in stable housing.

COMMUNITY IMPACT GRANTS IT TAKES A VILLAGE. At Orange County United Way, we believe in uniting people and organizations from all across the community who bring the passion, expertise, and resources needed to get things done. Through our Community Impact Grant Program, we partner with 87 leading service providers to support the immediate Education, Income, Health, and Housing needs of Orange County. Whether it’s food for families struggling to make ends meet, a safe and secure place for children to lay their heads at night, or delivering critical healthcare services to the elderly, our partner agencies work every day to address the greatest needs in Orange County. Selected through a competitive grant application and review process, our funded partners must meet and maintain 25 standards of leadership, fiscal, and program service accountability in order to gain and maintain the LIVE UNITED stamp of approval. In 2012, nearly $5 million was granted to make a positive impact in Orange County.

In addition to supporting these programs with three-year grants (2011-2013), United Way also provides training and resources designed to develop the business and leadership capacity of our partners, and the nonprofit sector as a whole, by building: Leadership Capacity Funding Resources Program Capacity Collaborations Technical Capacity Visit www.unitedwayoc.org/our-partner-agencies-0 to see the list of our current partners.

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2-1-1 ORANGE COUNTY HELP. ALL DAY. EVERY DAY. Orange County United Way is one of the largest private funders of 2-1-1 Orange County, a 24-hour, toll-free number that connects residents in crisis with multilingual trained and certified specialists who provide information on local support services. In 2012, 2-1-1 responded to more than 70,000 calls from individuals and families seeking food, shelter, medical resources, and other emergency services to get them back on the path to self-sufficiency. For more information, please visit www.211oc.org.

“WHEN YOU HAVE HOPE, YOU HAVE THE POWER TO DREAM, TO RISE ABOVE YOUR CHALLENGES, TO HAVE A BRIGHTER FUTURE.” 10 | ORANGE COUNTY UNITED WAY

EDUCATION LIVING UNITED means gathering together as engaged, committed residents to create lasting, positive change for OUR community. Because of your generosity, in 2012 we were able to unite with 12 education partner agencies and 11 Orange County United Way Destination Graduation schools to provide hope to more than 26,700 students ... creating pathways to self-sufficient futures through education and training.

1,800 3,600 91% 4,000 14,000 7,400

students motivated to graduate through their experience with Destination Graduation at-risk children ages 0-5 got a head start in life, receiving the cognitive and social development Building Blocks needed to succeed in kindergarten children ages 0-5 who showed significant improvement in their cognitive and learning skills as a result of the support received by an OCUW partner agency parents received the tools needed to support their children’s educational achievement youth grades K-12 provided with educational support services to ensure their education success students participated in career exploration experiences to help them discover and determine a career path

MEET OUR NEIGHBOR

GISEL MARMOLEJO

If you had met Gisel Marmolejo, a sophomore at Westminster High School, three years ago, she would have been the last person you would’ve chosen to be a student advocate for education. It wasn’t that Gisel was a bad student—she maintained a 3.2 GPA—but she had behavioral problems that were veering her away from the path to a successful future: the path to graduation. “I was the future high school dropout,” says Marmolejo. Because of the close relationship Gisel developed with her principal by being in his office so often, he realized her potential and enrolled her in Advancement Via Individual Determination (A.V.I.D.) classes—part of our high school dropout prevention curriculum, Destination Graduation. After her first year as a DG scholar, Gisel says, “I found myself with a 4.0 GPA, and only one visit to the office. That visit was to receive my Masonic award, which is given to only two people in every district for good grades, good deeds, and good citizenship.”

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At Orange County United Way, we know that without financial stability, it’s impossible to thrive. To create a healthier, more vibrant, and stronger community, collectively, we must get OUR local friends and families employed, financially literate, and contributing to our local economy. That’s what it means to LIVE UNITED. Through your generosity, we were able to mobilize the caring power of our 13 income partner agencies and our Income initiative, Banking on the Future, and take firm steps to get more than 20,600 of our neighbors in need on the pathway to financial independence.

7,400

number of Orange County workers who received free tax filing and the ability to get on good financial footing through our Earned Income Tax Credit (EITC) Free Tax Filing Campaign

$1,000,000

the amount the EITC Campaign saved OC taxpayers in filing fees

$3,400,000

the amount refunded to taxpayers in Earned Income Tax Credits in 2012

4,100 80 3,400

new bank account holders created thanks to the Bank on Orange County program to help unbanked residents get back on the path to self-sufficiency and financial independence number of families who are more financially savvy because they received a spark of hope for a better future at SparkPoint OC number of people who are now better equipped to manage their finances because they attended financial education classes offered through Orange County United Way’s Income initiative, Banking on the Future

MEET OUR NEIGHBOR

ANTONIO MONJE

Imagine being in debt, having no job, and then being the victim of identity theft.

A bad dream for most of us; a reality for our neighbor, Antonio. An out-of-work electrician whose challenges were compounded by his wife’s inability to work due to a medical condition and the responsibility of caring for his elderly mother, Antonio was in a desperate emotional and financial place. But since visiting SparkPoint OC, our financial empowerment center, he’s getting back on the right financial track, searching for a new job, and learning how to better manage his finances and keep watch over his credit.

“They give me a hand on each situation—a goal to fix my credit … and they tell me what I have to do step by step, working together. But I have to do my part, too. It has been the helping hand that has lifted me and made me believe in myself."

12 | ORANGE COUNTY UNITED WAY

ING HEALTH AND HOUSING HEALTH HOUSING HEA At Orange County United Way, we know that the heart of self-sufficiency is in the health of OUR community. That’s why we’ve mobilized the caring power of our 59 health partner agencies to help more than 148,000 of our coworkers, friends, and neighbors get access to vital medical care, shelter, and food support to provide them the hand UP and dose of hope needed to thrive.

100,000 70,300 3,200,000 4,400 7,500 159,000

neighbors in need were provided access to discounted medication through FamilyWize prescription cards people in crisis were referred to the help they needed to get back on their feet by dialing 2-1-1 meals served through our partnerships with food banks and pantries, helping people remain fortified, focused, and full of hope individuals were linked to food support programs, such as Cal Fresh, to ensure their families had the food they needed to be productive of our displaced neighbors received emergency, transitional, or permanent housing, allowing families to remain together and individuals to recover from unexpected life crisis total medical visits provided to ensure those in need of care received essential medical attention

MEET OUR NEIGHBOR

THE SULSONA FAMILY

Homelessness became all too real to the Sulsonas, after being forced out of their rented Irvine townhome when the property owners made a quick sale in 2011. With nowhere to go, Rich, his wife, Christine, and their three children camped at O’Neill Regional Park from June through October, moving around campsites after they stayed the maximum number of nights allowed, and sometimes sleeping in their car. Still, Rich worked full-time and shuttled his kids between their campsite and their Irvine schools. They contacted several organizations for help, but were consistently told that the family would have a better chance of receiving aid if Rich and Christine were divorced. But with the help of Illumination Foundation (IF), an OCUW health partner agency, the Sulsonas were able to stay together, and moved from the campground into a Costa Mesa motel through IF’s transitional housing services. Soon after, IF helped the family put a deposit on an apartment in South Orange County, securing for them a stable home filled with hope and happiness. Thanks to the network of support offered by Orange County United Way, the Sulsona family has a new lease on life.

ANNUAL REPORT | 13

OUR PARTNERS

INVESTORS IN CHANGE OUR CORPORATE PARTNERS

THANK YOU FOR RESTORING HOPE WITH YOUR ACTIONS. Orange County United Way salutes companies in our community that demonstrate their commitment to LIVE UNITED by running an Orange County United Way workplace campaign. Special recognition and appreciation goes to those listed for their outstanding support to improve lives and strengthen OUR Community.

DIMENSIONS IN GIVING PARTNER Orange County United Way recognizes and thanks our 2012 Dimensions in Giving Partner, Pacific Life. This award is given to the corporate partner that truly impacts our community through dollars raised for United Way’s Community Impact Fund, active community service, and an overall commitment to helping people through contributions of time, leadership, resources, and a spirit of giving.

SPIRIT OF ORANGE COUNTY PARTNERS Orange County United Way thanks our Spirit of Orange County Partners for demonstrating 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 Fund. All of these companies also enjoy the distinction of being recognized as Orange County United Way Golden Key Partners.

GOLDEN KEY PARTNERS Orange County United Way thanks our Golden Key Partners for demonstrating their commitment to impacting people’s lives in our community by raising the most dollars during their annual campaigns for United Way’s Community Impact Fund.

ANNUAL REPORT | 15

INVESTORS IN CHANGE OUR CORPORATE PARTNERS

THANK YOU to the following companies who have generously donated $10K or more to Orange County United Way’s Community Impact Fund. $50,000-$99,999 AT&T Amway/Nutrilite Albertsons Inc., So. Cal. Division California State Employees Deloitte.

Hoag Ingram Micro Irvine Company J. C. Penney Company, Inc. Kaiser Permanente Medical Center KPMG LLP Macy’s Parker Aerospace PricewaterhouseCoopers LLP U.S. Bank

$25,000-$49,999 3M Company Abbott Laboratories ACCO Engineered Systems ADP Automatic Data Processing Alta Resources Best Buy Super Stores Biosense Webster, A Johnson & Johnson Company BRE Properties, Inc. Ceridian Tax Service Citibank Comerica Bank, Inc. Eaton Aerospace GE Capital Gibson, Dunn & Crutcher LLP IBM Corporation ITW−Illinois Tool Works Kimberly-Clark Corporation Lon V. Smith Foundation The MERIT Companies Newport Mesa Unified School District Orange County Fire Authority

16 | ORANGE COUNTY UNITED WAY

Orange County Transportation Authority Orange County United Way Paladini/Nordstrom Fund Paul Hastings Raytheon Company Rockwell Collins Snell & Wilmer, L.L.P. State Farm Insurance Technology for Kids Foundation UnitedHealthcare The Word and Brown Companies

$24,999 and below 7UP/RC Bottling Company Anaheim Union High School District Assurant Specialty Property Beckman Coulter, Inc. Black & Veatch Bonterra Consulting, Inc. Brother International Corporation Cal Optima Cargill, Inc. Ceradyne, Inc. Chevron Corporation City National Bank City of Anaheim City of Santa Ana Coast Community College District CynCast Dorsey & Whitney LLP First Bank Fountain Valley Regional Hospital & Medical Center Garden Grove Unified School District IHI Power Services Corp.

Intel Americas, Inc. ITW−Pacific Polymers International Corporation Kellogg Company

L-3 Interstate Electronics Corporation MetLife Investors Morgan Stanley Smith Barney Nationwide Insurance O’Melveny & Myers LLP Orange County Department of Education The Owl Foundation Placentia-Yorba Linda Unified School District Professional Community Management Ricoh Corporation Saddleback Valley Unified School District Santa Ana Unified School District State Street Bank IMS−West Surgener Construction Timken Traditional Jewelers Union Bank University of California−Irvine Wal-Mart Stores, Inc. Xerox Corporation

COMMUNITY CHANGE AGENTS

GIVING $10K OR MORE TO OUR COMMUNITY IMPACT FUND THANK YOU to the following Orange Impact Society donors who have generously donated $10K or more to Orange County United Way’s Community Impact Fund.

Thomas and Bonnie Abate

Stephen B. Gross

Bill and Pat Podlich

Steven Allison

Mike and Janet Hamilton

David and Julianna Pyott Foundation

Robert A. and Joni Alter

Donna Hansen

Tony Rackauckas

Laura Baden

Michael K. Hayde

Jerry Rapport

Lori and John Belli

Maho Jordan

Gena Reed

Laura M. Benz

Jacqueline Brya Kelley and Stephen Kelley

Sarah J. “Sally” Anderson and Thomas B. Rogers

Dennis Berryman

Knute and Joyce Kurtz

Board of Directors, Plaza Bank

Debbie C. Bolar

Kenneth and JoAnn Lickel

Community Volunteers

John and Tasia Boyle

Lisa and Mark Locklear

Nancy and Geoffrey Stack Family Foundation

Americas Ingram Micro, Inc.

Community Volunteers

Jeffrey, Carol, and Rebecca Burch

Mr. and Mrs. Orville L. Marlett

Mark and Dinah Stevens

Community Volunteers

Fluor Corporation

Lee Ann Canaday

Gregg and Leanne Martin

David and Sandy Stone

The Boeing Company

Community Volunteers

Timothy and Madeleine Clyde

Masson Family Foundation

Jeffrey T. Thomas

Gibson, Dunn & Crutcher LLP

Karen Conlon

Paula K. Mathis

Helen and Conrad Timpe

David and Barrie Meulmester KPMG LLP

Landis Family Trust

Michael L. and Nancy B. Meyer

John and Kirsten Valenta

Edwards Lifesciences LLC Crowell & Moring LLP Seaview Investors LLC Community Volunteer Ernst & Young LLP

Community Volunteer Pacific Development Group Bolar Hirsch & Jennings LLP Automobile Club of Southern California Community Volunteers

RE/Max Fine Homes, Canaday Group Community Volunteers

California Association of Community Managers, Inc.

John Coyne

Retired, Western Digital

Jack and Kingsley Croul Community Volunteers

Ranney E. and Priscilla Draper Spring Creek Investors

Suzanne Fradette and Steve Tucker PricewaterhouseCoopers LLP

Artyn and Max Gardner

Orange County United Way

Bruce Greenwood Costco Wholesale

JOHN VALENTA

IHI Power Services Corp.

Ernst & Young LLP

Holthouse, Carlin & Van Trigt, LLP Western National Group Ernst & Young LLP Ernst & Young LLP and Makaira Companies LLC PricewaterhouseCoopers LLP Community Volunteers

Community Volunteer Community Volunteer

TwinRock Partners, LLC and Buttoned Up, Inc.

Jim and Ann Morris

Pacific Life Insurance Company

Linda and Mike Mussallem Edwards Lifesciences LLC

Steven S. Myers

Chairman of the Board, SM&A

Peter and Gail Ochs

Chairman of the Board, Fieldstone Communities

Community Volunteers Allergan Inc.

County of Orange District Attorney Office Community Volunteer Founder, Paragon Biomedical

Gil and Nancy Rommel

The Timpe Group−Morgan Stanley Smith Barney Community Volunteers Deloitte.

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

Julieann and Frederick Wooldridge Ernst & Young LLP

Richard Yates

ACCO Engineered Systems

ORANGE IMPACT SOCIETY SPOTLIGHT

DIRECTOR, HEALTH SCIENCES REGULATORY & CAPITAL MARKETS, DELOITTE. UNITED WAY DONOR 23 YEARS, LOYAL CONTRIBUTORS CABINET MEMBER

“If I could change Orange County, people would have a home, be able to go to school, and no one would be hungry at the end of the day. Housing and education are the foundation for success and to get out of poverty. I give my entire donation to the Community Impact Fund because United Way puts its finger on where help is needed throughout the community.”

ANNUAL REPORT | 17

FINANCIAL HIGHLIGHTS

FINANCIAL HIGHLIGHTS In 2012, Orange County United Way raised $18,987,008 to ensure Orange County residents achieve their fullest potential by focusing on Education, Income, Health, and Housing—t he Building Blocks for a good quality of life.

REVENUE 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.

OTHER includes endowment, events, as well as corporate and community foundation grant revenues.

EXPENSE SNAPSHOT PROGRAM EXPENSE 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 capacity building and training efforts; issue expertise and research; and support staffing.

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.

ANNUAL REPORT | 19

FINANCIAL STATEMENTS 2011-2012

2012

2011

$29,209,208 $12,444,262 $16,764,946 $29,209,208

$29,721,961 $12,912,443 $16,809,518 $29,721,961

2012

2011

Annual Campaign In-kind Contributions Provision for Uncollectible Pledges Discount for Multi-year Pledges Less: Donor Designations Other Income Total Revenue

$18,987,008 $33,131 ($385,683) $54,300 ($8,956,669) $303,227 $10,035,314

$17,775,083 $71,328 ($337,230) $14,419 ($7,587,827) $866,434 $10,802,207

Grants and Programs Fundraising and Management & General Total Grants and Expenses

$6,875,064 $3,204,822 $10,079,886

$6,800,522 $3,178,433 $9,978,955

($44,572)

$823,252

Net Assets−Beginning of Year

$16,809,518

$15,986,266

Net Assets−End of Year

$16,764,946

$16,809,518

STATEMENTS OF FINANCIAL POSITION (as of June 30, 2012) Total Assets Total Liabilities Total Net Assets Total Liabilities and Net Assets

STATEMENTS OF ACTIVITIES

Change in Net Assets

The complete financial statements for Orange County United Way for fiscal years 2011 and 2012 audited by BDO USA, LLP are available at www.unitedwayoc.org/accountability.

20 | ORANGE COUNTY UNITED WAY

“THERE ARE NO PROBLEMS WE CANNOT SOLVE TOGETHER, AND VERY FEW THAT WE CAN SOLVE

BY OURSELVES.” —LYNDON B. JOHNSON

THANK YOU TO OUR 2012 BOARD OF DIRECTORS

FOR RESTORING HOPE WITH THEIR ACTIONS Steven D. Allison*

Sue Parks*

Ben Alvarado

Shirley Quackenbush

Sherri Bovino

Ed Richards

William Cave

Maria Rigatti

Steve Churm

Tom Rogers*

Crowell & Moring LLP Wells Fargo

1st Flagship Company U.S. Bank OC/Inland Empire OC Register & Freedom Communications

Robert E. Palmer Chair Gibson, Dunn & Crutcher LLP

Knute Kurtz Vice Chair

Pricewaterhouse Coopers LLP

Al DeGrassi* Plaza Bank

Mike Feldman Union Bank

Max L. Gardner*

Orange County United Way

Bill Habermehl

Rocket Software

Ken Lickel*

Community Volunteer

Robert Lucenti Deloitte.

Jerry Mattes UPS

Gregg Martin

The Boeing Company

Henry Mendoza

Wilson Morgan, LLP

David G. Meulmester KPMG LLP

Nancy Meyer

Buttoned Up, Inc.

*EXECUTIVE COMMITTEE MEMBER

22 | ORANGE COUNTY UNITED WAY

Plaza Bank

Mike Ruane

Children & Families Commission

Mike Russell*

Mohr Partners, Inc.

Mike Salmon

Madison Street Partners

Ernest W. Schroeder

Nella Webster O’Grady

Robert E. Kent*

J Paul Group, LLC

Edison Mission Group

Michael A. Johnson

Ernst & Young LLP

Ingram Micro Inc.

Alcon Research, Ltd.

Schroeder Management Company Inc.

Jacqueline A. Brya Kelley

Jerome P. Thode Secretary

Merrill Lynch

Habermehl & Associates Automobile Club of Southern California

Lisa Locklear Treasurer

Walk Styles

Palo Capital

James Wilson

Enterprise Rent-A-Car

THANK YOU TO OUR 2012 CAMPAIGN CABINET

FOR RESTORING HOPE WITH THEIR ACTIONS Tamer Akkas Loyal Contributors Co-Chair

Bill Mecklenburg Loaned Executive Chair

Jessica Boschee Emerging Tocqueville Leaders Co-Chair

Trina Norman WALK UNITED Chair

Sherri Bovino Women’s Philanthropy Fund Co-Chair

Duleep Rodrigo Emerging Tocqueville Leaders Co-Chair

Judy Bowden Agency Chair

John Valenta Central/Irvine Chair

Cindi Bruner Women Looking Forward Co-Chair

Butch Yellott Irvine Division Co-Chair

Antonella Castro Women Looking Forward Co-Chair

Peter Zofrea North/South Division Chair

Alcon Research, Ltd. Call & Jensen

1st Flagship Company 2-1-1 Orange County

Jerry Mattes Campaign Chair UPS

Lucky Brand

Paul Hastings

Redwoods Manager, Inc. UPS

KPMG

Deloitte.

Alcon Research, Ltd. Ernst & Young

Craig Clements Irvine Division Co-Chair Marsh USA, Inc.

Karen Conlon Women’s Philanthropy Fund Co-Chair

California Association of Community Managers

Suzanne Fradette WD/Internal Division Co-Chair PricewaterhouseCoopers, LLP

George Gibbs UPS & Retail Chair UPS

James Wilson Campaign Vice Chair Enterprise Rent-A-Car

Galen Grillo Loyal Contributors Co-Chair

Automobile Club of Southern California

Jacqueline A. Brya Kelley Tocqueville Society Co-Chair Ernst & Young

Steve Kelley Tocqueville Society Co-Chair Makaira Companies LLC

Rob Kent Leaders’ Society Chair Rocket Software

Rosemary Krupp WD/Internal Division Co-Chair Western Digital Corporation

ANNUAL REPORT | 23

TOP 10 REASONS WHY YOU SHOULD LIVE UNITED

UNITED WAY IS...

LOCAL

The money raised here stays here to create a more vibrant Orange County.

TRUSTED

We set high standards for our conduct. Since 1924, Orange County has entrusted us to effectively and efficiently invest donor dollars to improve millions, which is why Forbes named United Way an “All-Star” Charity.

FOCUSED

On Education, Income, Health, and Housing—the Building Blocks for a good quality of life.

INNOVATIVE

Our all-embracing view of the needs of the community allows us to make game-changing choices to solve community problems.

EMPOWERING

We make it easy for everyone to be a force for change by providing opportunities to Give, Advocate, and/or Volunteer.

A MULTIPLIER

By combining donor dollars and leveraging our corporate and community partner relationships, we create the most powerful and efficient vehicle for community change.

COLLABORATIVE

We unite people and organizations from all across the community who bring the passion, expertise, and resources needed to get things done.

RESULTS ORIENTED

We hold ourselves and our partners accountable, not just for action but also for results that strengthen Orange County. This drives our commitment to make a real difference in OUR community.

INCLUSIVE

We foster and promote an inclusive environment that leverages the unique contributions of diverse individuals and organizations in all aspects of our work.

INSPIRING

Our leadership style encourages and motivates people to join our social movement, thereby mobilizing millions to action—to Give, Advocate, and Volunteer, which advances the common good and creates a better life for us all.

24 | ORANGE COUNTY UNITED WAY

WE INVITE YOU TO HELP OTHERS WHILE LEADING REAL, LASTING CHANGE IN OUR COMMUNITY SO MUCH DEPENDS ON YOUR PLEDGE.

There are so many ways to impact our community’s future through a gift to Orange County United Way’s Community Impact Fund. Whether you choose an outright gift, stock, or a planned gift, we will maximize your gift so it will have the greatest impact on the lives of those most in need in OUR community.

YOU ARE THE ONE OTHERS LISTEN TO.

Your leadership skills can inspire others to advance the common good. Lend your vision, voice, and talents within a caring community of committed professionals.

YOUR EXPERTISE WILL LEAD THE WAY.

Volunteer as an individual. Organize an activity. Or take on a longer-term commitment as a board or committee member.

You’ll instantly see the impact you’re having in our community.

LIVE UNITED ONLINE

GET INVOLVED AND LEARN MORE AT UNITEDWAYOC.ORG

/UnitedWayOC

/UnitedWayOC

linkd.in/unitedwayoc

blog.unitedwayoc.org

/OCUnitedWay

T.

D

E SHIR H T R A E W T S ON’T JU

LIVE IT.

CA 92614 outh, Irvine, S e nu ve A ayoc.org ll www.unitedw 18012 Mitche 9.724.3039 94 ax F 0.7600 Phone 949.66

Orange County United Way

18012 Mitchell Avenue South, Irvine, CA 92614 949.660.7600 | www.unitedwayoc.org