2021 Orange County United Way Annual Report

TAKING CARE OF ONE ANOTHER THAT’S THE OC WAY 2021 Annual Report

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02 | Annual Report

2021 BOARD OF DIRECTORS These local community and business leaders strategically guide the work of Orange County United Way, an independent 501(c)(3) charitable organization.

OFFICERS Chair Steve Churm* Community Leader Secretary Timothy S. Clyde* Katzkin Leather Treasurer Ben Alvarado* California Bank & Trust President & CEO Susan B. Parks* Orange County United Way

Ashleigh E. Aitken Aitken Aitken Cohn Steven D. Allison Troutman Pepper LLP Phyllis Anderson Kaiser Permanente – Orange County Charles Antis Antis Roofing and Waterproofing

James Johnson, Jr. PepsiCo Foods North America

Bill Pedigo ocV!BE Sports & Entertainment

Michael A. Johnson Automobile Club of Southern California

Robbin Narike Preciado Union Bank

Ann Johnston Psomas Jacqueline A. Kelley* Ernst & Young LLP

Lawrence R. Armstrong* Ware Malcomb

Keith Kobata Wells Fargo & Company

Shirin Behzadi Shirin Behzadi, LLC

Nanda Kumar Cheruvatath Eaton

Nicole Carrillo Hall loanDepot Antonella Aloma Castro* Real Estate and Business Attorney Mark Clemens KPMG LLP Hugh Conners Bank of the West

Robert Lambert Cushman & Wakefield Kenneth Lickel Retired – Alcon Laboratories Lisa A. Locklear Avanir Pharmaceuticals, Inc.

Martha V. Daniel IMRI

Paula Mattson Southern California Edison

Dilanthi De Alwis-Mummert UPS

Bill Maurer University of California, Irvine

Diane Brooks Dixon City of Newport Beach

Henry Mendoza MM & Company, LLP

Adrian S. Griggs Pacific Life Insurance Co.

Tam Nguyen Advance Beauty College

Renee Hendrick Orange County Department of Education

Joe Nuzzolese Edwards Lifesciences

Jeff Hittenberger Vanguard University

Maggie O’Sullivan JPMorganChase

Victoria M. Rixon Truist Wealth Mike Ruane National Community Renaissance Richard Sanchez Retired – CalOptima/ County of Orange Health Care Agency James J. Scheinkman Snell & Wilmer LLP Christine A. Scheuneman Board Director – Farmers & Merchants Bank of Long Beach Ernest W. Schroeder* Schroeder Management Company, Inc. Mitchell Shenkin Enterprise Holdings John F. Simonis Paul Hastings, LLP Ryan R. Smith PricewaterhouseCoopers LLP Allen Staff Bank of America John Valenta Deloitte Advisory Framroze Virjee California State University, Fullerton Todd Zegers* Ingram Micro

“UNITY IS STRENGTH… WHEN THERE IS TEAMWORK AND COLLABORATION, WONDERFUL THINGS CAN BE ACHIEVED.” – MATTIE STEPANEK

*Executive Committee Member

2021

OUR COMMUNITY CARES LIKE NO OTHER How can we make such a bold statement? Because no other community has what we have: the people who live here.

Again and again, we see Orange County coming together. As individuals and as leaders in business, government, community and nonprofits, we step up. We are on the same team. We believe. We never stop caring. That’s our character, and that’s The OC Way. This is About All of Us In the last year, it has remained harder than ever for struggling families to make ends meet, for underserved students to graduate and get a strong start, for people experiencing homelessness to find a place to call home.

And we’ve seen in the last two years that none of us is immune. Orange County’s challenges have gotten even more complex, and they affect more of our neighbors. More individuals, more Veterans, more families, more children. Our community’s problems affect every one of us.

The Way We Care is Unparalleled It takes a consistent commitment to make a difference. With your local United Way as a catalyst, the people of Orange County have continued to dig deep. Even in the second year of a global pandemic, we never lost sight of the fact that we can do more as a community.

The OC Way is about human beings working together tirelessly to help one another.

Progress for the Future In this annual report, you’ll find profiles of a few of these people—each one is extraordinary.

Some are the action-takers. Others received much-needed help. It’s people like them—and you— who inspire United Way to keep our focus on setting, measuring and achieving goals that matter to people—and that will ensure a better tomorrow for our community.

Orange County United Way is on the road to our 100-year anniversary. Soon, we’ll develop our next strategic plan and you can be sure we’ll include you in the process again. In the future, you can depend on United Way doing what we’ve always done. We’ll remain hands-on, supporting the people who need us most. We’ll keep helping OC students achieve success. Keep helping families gain financial stability. And we’ll keep helping our homeless neighbors. In other words, we’ll continue to care for one another. Because that’s The OC Way. Sincerely,

Susan B. Parks President & CEO Orange County United Way

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THIS YEAR, THE PEOPLE OF

ORANGE COUNTY…

“Our responsibility is to remove barriers, to help students access opportunity and to give support, often outside of the classroom.”

Antonella Aloma Castro, Leadership Council Chair

“Our beautiful, entrepreneurial county becomes an even better place when our homeless neighbors have a place to call home.”

Lawrence R. Armstrong, Leadership Council Chair

JOINED TOGETHER TO FIND SOLUTIONS.

MAKE CHANGE. CARE… “We’re working to make it so everyone, no matter their means, is able to live here and raise a family here.”

Todd Zegers, Leadership Council Chair

06 | Annual Report

CREATING PROGRESS AND VALUE FOR OUR COMMUNITY Last year, the total value created for our community was boosted significantly with extraordinary funding for new and expanded efforts due to the pandemic. Through our direct services and programs, our partner network and other essential community outreach, we served 726,960 people.

Because we all care for one another. That’s The OC Way.

O U R C O M M U N I T Y—N O RT H TO S O U T H

Brea

Buena Park

Fullerton

Placentia

Westminster

La Habra

Cypress

Garden Grove

Anaheim

Huntington Beach

Los Alamitos

Fountain Valley

La Palma

Yorba Linda

Irvine

Seal Beach

Stanton

Orange

Villa Park

Population: 47,325

Population: 63,097

Population: 11,780

Population: 25,242

Population: 84,034

Population: 50,151

Population: 57,047

Population: 37,962

Data Source: U.S. Census Bureau, 2020

Population: 143,617

Population: 171,949

Population: 15,581

Population: 139,911

Population: 51,824

Population: 346,824

Population: 68,336

Population: 5,843

Population: 90,911

Population: 198,711

Population: 307,670

2021

$18,030,445 $2,291,923 PANDEMIC RELIEF FUND

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$830,343

$75,510

$12,588,032

SAVINGS TO THE COMMUNITY

BY HOUSING NEIGHBORS EXPERIENCING HOMELESSNESS

PROGRAM SUPPORT

DONATED GOODS

VOLUNTEER HOURS

$2,406,426

TAX PREPARATION FEE SAVINGS

$16,780,933

$29,439,690

OC FREE TAX PREP REFUNDS

$3,694,504 EMERGENCY FOOD AND SHELTER DISTRIBUTIONS

EMERGENCY RENTAL ASSISTANCE

$86,137,806

FOR OUR COMMUNITY

TOTAL VALUE

Tustin

Lake Forest

Laguna Woods

Laguna Beach

San Juan Capistrano

Santa Ana

Rancho Santa Margarita

Mission Viejo

Laguna Niguel

San Clemente

Costa Mesa

Laguna Hills

Aliso Viejo

Dana Point

Population: 80,276

Population: 310,227

Population: 111,918

Newport Beach Population: 85,239

Population: 85,858

Population: 47,949

Population: 31,374

Population: 17,644

Population: 93,653

Population: 52,176

Population: 23,032

Population: 64,355

Population: 33,107

Population: 35,196

Population: 64,293

2021 | Profiles in Caring

We invite you to glimpse the meaning of The OC Way through the eyes of your neighbors.

In their stories, they share how we care for one another and—most importantly—why caring for one another has made a difference. Whether we provide help or receive it, care strengthens us as individuals and as a community.

Today and for the future.

HOW AND WHY WE CARE DEFINES US… THIS IS THE OC WAY

United to End Homelessness Housing Champion Advocate Jason

Anaheim

“I’m a living testimony.

I want to show that this works.”

Jason says his home gave him hope. When United Way helped him get into an apartment, he got security and opportunity that wasn’t possible when he was homeless. Now he’s paying it forward as a United Way Housing Champion, advocating for more permanent supportive housing in Orange County. “I can’t be afraid; I have to try. I’ve met people who had it all and lost everything; we’re all just one step away. It all boils down to helping people.

Everybody deserves a place to live.”

Emergency Rental Assistance Recipient Benjamin

Ladera Ranch

“Getting help meant everything. It allowed me to be a dad to my son.”

Ben injured his neck in an accident.

Then his job was eliminated due to the pandemic. Things got tight and he fell behind on rent. With joint custody of his teenage son, he said, “It scared the daylights out of me.” Ben learned about federal Emergency Rental Assistance distributed by United Way and applied.

The funds covered back rent, which meant Ben and his son could stay in their home.

Today he has a new sales job and stable finances. “There are a lot of people like me who think they don’t qualify. But it’s shocking how many people want to help.”

United Way Campaign Manager Amberlee “AT” Taylor

Senior Communications Specialist Pacific Life, Newport Beach

“When employees see it, they understand and contribute.”

In 23 years at Pacific Life, AT has worn multiple hats and managed numerous charitable efforts. The company’s core values spell out “PACIFIC,” with C standing for Community. She says that’s why their annual United Way Campaign is always so successful. “No other organization is like it. United Way aligns with our values because they’re helping people right here.” Each year, a creative theme and fun activities kick off the giving, including paycheck contributions and volunteering. “It’s important to show people where their dollars go.”

WelcomeHomeOC Property Providers Ernie and Donna Schroeder

Schroeder Management Company, Newport Beach

“We want Orange County to continue to be the best county it can be.”

With his company having nearly 100 apartment units in the program, CEO Ernie Schroeder urges peers to look closely at WelcomeHomeOC. He points out that it’s a win for the provider, guaranteeing occupancy and steady market-rate income. And it’s a win for residents, ending their homelessness with good housing plus furnishings and basic supplies from United Way. “A person can walk in with pride. Get their life started again.” As residents of Orange County for over 50 years, Ernie and wife, Donna, explain their commitment: “It’s what we need to do as human beings. We need to let people know we’re here to help.”

“United Way has been a wave of opportunity for me to restart my life.”

Howard grew up here, served in Vietnam, then became a successful artist in Hawaii, close to his inspiration, the ocean. He returned to Orange County and opened a gallery, but had to shutter it in 2020. With no way to support himself, Howard moved into temporary housing. It was a place to sleep, but it wasn’t a home. Getting his apartment through WelcomeHomeOC was a godsend.

Now he’s creating again, collaborating with a local gallery and supporting himself. “I’m overwhelmed sometimes with joy and life, confidence and peace.”

WelcomeHomeOC Housing Beneficiary Howard

Mission Viejo

“I’d like to help a million people.

I know I must start with one person at a time.”

When Todd’s career brought him and his family to Orange County, he looked for a way to contribute meaningfully to his new community.

The technology executive knew he’d found a personal and professional match as soon as he was introduced to United Way. By connecting his company’s electronics recycling to our work, he’s bridging the digital divide, helping more local people get devices and internet access so they can build better financial futures. And he’s multiplying the impact of his personal time, energy and expertise. “My investment is trackable. I’m putting fuel on the fire to help people level up.”

United for Financial Security Leadership Council Chair Todd Zegers

Global Vice President, ITAD and Reverse Logistics Ingram Micro, Irvine

UpSkill OC Program Participant Hai

Orange

“I feel a different degree of capability, a different trajectory for myself now.”

Hai always felt pressure to succeed. Growing up in a single-parent home, he was expected to excel as a student and become a breadwinner to support his mom and family. As his career took twists and turns, he managed work and his responsibilities. But Hai wasn’t thriving.

Then a mentor suggested UpSkill OC. Hai joined the program, training in cybersecurity at CISOSHARE. Now he has a roadmap for his future. “There are a multitude of ways you can revisit how your life can look. It’s not going to be easy, but there’s more support out there than you might think.”

Youth Career Connections Corporate Partner Kim Chips

Manager, Corporate Citizenship Disneyland Resort, Anaheim

“What I see in those sessions is a lot of light bulbs.”

Kim is passionate about Disneyland Resort’s support of the Youth Career Connections program. She says it helps infuse students with 21st century skills.

“We’re trying to hit every dimension of what it means to be successful when you enter the workplace,” which is good for everyone. “The connections are magic. For students, it’s the knowledge that someone cares enough about their future to take the time. Volunteers feel good knowing they’ve changed a person’s life. And our community gets a better-trained, better-equipped population of job seekers.”

“College is going to be a new chapter opening in my life.”

Mayleen couldn’t believe it when she was selected to intern at Psomas. Culminating her Orange County United Way Youth Career Connections program at Los Amigos High School, the summer experience gave her the chance to try hands-on problem solving in environmental engineering. She says she liked it so much, she might major in it. When Mayleen starts college next year, she’ll be the first in her family to go. “I want to get an actual career and do well in life. And not have to struggle the way my parents had to struggle.”

Youth Career Connections Program Participant Mayleen

Fountain Valley

“The worst thing can happen.

But you can get on your feet again.”

Yeni, her husband and their three sons left Colombia when it became unsafe. After arriving here, all five lived in one bedroom. Yeni says, “I used to cry outside so the kids couldn’t see me.” To rebuild their lives, her husband took a job making tacos; she cleaned homes while the kids were in school. Late one night, searching for resources, Yeni found United Way. She joined the SparkPoint OC South County Pilot and received financial counseling plus a grant to launch an online business.

Now she’s helping support her family. She advises, “Don’t judge yourself. Ask for help.”

SparkPoint OC Program Participant Yeni

Laguna Hills

THAT’S THE OC WAY!

08 | Annual Report

CARING FOR OUR NEIGHBORS EXPERIENCING HOMELESSNESS Last year, many in our community joined our work. Opened their hearts.

Contributed time and treasure. Spoke up. Became part of the solution, amplifying the level of care we provided to an unprecedented level.

Community Members Stepped Up, Helped Close a Funding Gap Donors gave generously to A Place to Call Home, our 2021 targeted campaign to house 300 people. Their gifts bridged a $1.8 million gap so United to End Homelessness could provide individuals and families with essentials (security deposits, moving expenses, basic furnishings and supportive services) as they moved into safe and secure housing. We want to especially thank our Champion Donors for their exceptional support.

Over 200 Took Part in Annual Awareness Week Hunger and Homelessness Awareness Week in November offered numerous educational opportunities through social media and online events. Residents joined the inaugural State of Homelessness Address and learned about progress in the community. A virtual Pass the Mic event featured a panel of men and women with lived experience on homelessness. The OC Register published a cover story and Becks Heyhoe, Executive Director, United to End Homelessness, appeared on Fox 11’s Good Day LA.

Housing Advocacy Accomplishments In 2021, our United to End Homelessness Housing Champions Advocacy Network hosted more than 30 classes (such as Advocacy 101, Housing Made Simple and Housing Advocacy Messaging).

Hundreds of local supporters have been trained and, to date, an impressive 464 have qualified as Housing Champions. With their efforts, 325 units of affordable housing, including 50 permanent supportive housing units, were approved for development in Santa Ana, Garden Grove and Placentia by their respective city councils.

2021

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Over 500 Neighbors Housed From 2019 to 2021, a powerful coalition of caring individuals has changed the path of homelessness in our county. WelcomeHomeOCSM, the innovative housing assistance program empowered by Orange County United Way, reached the milestone of matching 500+ individuals holding housing vouchers—including 100 OC Veterans—with homes and supportive services. The program’s growth accelerated as the network exceeded 80 property providers.

10 | Annual Report

For Class of 2021 Mentees, Caring Boosted Confidence The impressive contributions: 285 mentors from 81 OC companies gave 2,803 volunteer hours for college and life-readiness workshops and 1:1 support. The inspirational results: 285 seniors from 25 high schools across the Anaheim, Garden Grove and Santa Ana districts completed the rigorous six-month program.

At the end, these students, many who are first-generation, received new laptops and tech kits at a joyous graduation ceremony. 90% felt confident about applying to or attending college.

2021

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CARING FOR OUR STUDENTS, EMPOWERING THEIR FUTURES As students faced a second year of hybrid learning and pandemic challenges, we worked to support their resilience. By adapting programs. Focusing on their health and well-being. Caring holistically to help them thrive in school today, graduate tomorrow and get ahead in their future careers and lives.

3,714 Students Experienced New Destination Graduation Workshops

Vaccines for Underserved Communities in Orange County

The resources students need are always evolving. So our programs are advancing too. Fresh college exploration and financial aid workshops and our all-new Destination Graduation Summer Academy provided a broad range of support. Sessions ranged from Demystifying College Myths (for parents) to DACA application assistance and a session with tips on writing answers to Personal Insight Questions on the University of California application. We’re grateful for Southern California Edison for sponsoring Destination Graduation since 2008.

When Edwards Lifesciences Foundation and nurses from Providence St. Joseph Health saw the need for greater accessibility to COVID-19 vaccines in our community, they reached out to us. Working with United Way, 50 pop-up and mobile clinics were brought to local school districts (Anaheim Union High, Centralia Elementary, Garden Grove and Santa Ana) where more than 5,000 people received their shots in two months. This partnership, built on caring and community trust, improved accessibility for vulnerable residents and their children.

Youth Career Connections Enlivened Real-world Learning Our Youth Career Connections program kept linking OC schools and students with local companies and employees—safely and creatively. Little Diversified Architectural Consulting filmed their office tour for a virtual presentation. Disneyland Resort hosted mock interviews and job skills training online. High schoolers interned in industries matched to their career interests. Students from underserved areas came to our four-week Career & Life Prep Summer Academy—and we’d like to thank Bank of America for providing 136 scholarships for internships and the Academy!

12 | Annual Report

CARING FOR OUR FAMILIES, STRENGTHENING THEIR FINANCIAL STABILITY If you’re focused on survival and making ends meet, a brighter future can be a faraway vision. Our programs helped more neighbors address immediate needs. Eased the pressure of bills. Boosted financial knowledge, confidence and long-term skills.

We care for others so they can better care for themselves and their families.

Cheers to Growth! RH Dana Became Sixth SparkPoint OC Site

Emergency Rental Assistance Helped Residents Stay Housed

With the success of our pilot at RH Dana Elementary, the school has joined five other SparkPoint OC sites across the county. Providing welcoming places where we helped nearly 400 families in need this year, our SparkPoint OC locations make resources accessible and empower greater financial wellness. In November and December, local volunteers also donated and distributed holiday food baskets, grocery vouchers and messages of cheer to SparkPoint OC families.

We continued to provide recovery support to our neighbors by distributing federal and state COVID-19 relief funding in partnership with the cities of Irvine and Santa Ana as well as the County of Orange. This Emergency Rental Assistance (ERA) funding was crucial to help our neighbors catch up on back rent or utilities. With ERA, we were able to help more than 8,700 OC residents stay in their homes.

OC Free Tax Prep Generated $17 Million in Community Impact Undaunted, 332 of our IRS-certified volunteers prepared taxes, fully remote. They adjusted to enable clients to drop off and pick up their returns, upload documents securely, use their mobile devices, and walked them through MyFreeTaxes.com. With great teamwork, almost 12,000 households filed their returns, saving $2.4 million in tax prep fees and receiving $14.6 million in federal and state refunds.

New UpSkill OC Scholarship Met Participants’ Immediate Needs UpSkill OC, our workforce development program, launched its new “Scholarship and More” fund to help more people enter the program and stay through completion. The scholarships meant participants could focus on their training by covering rent, utilities and groceries. The goal? For them to land jobs with good wages in high-demand industries like healthcare and IT. So far, 63 local individuals have been helped by this program.

New Educational Series Kept It Real The real cost of living and financial security for OC residents goes beyond our paychecks. And a thriving economy for everyone depends on reimagining how we assist jobseekers and support our most vulnerable families. Our new “Keeping It Real OC” panel discussion events addressed these topics and brought experts and compassionate community members together for insightful dialogue.

2021

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Extending Financial Wellness Outreach to South County Contrary to mainstream perception, numerous families in South OC struggled to stay afloat and housed during the pandemic. We reached out to them with our South County Financial Wellness Pilot at RH Dana Elementary School in Dana Point. This three-month program addressed immediate needs, helped them establish goals and set them up for long-term stability.

Workshops, consultations with a financial wellness specialist and laptops on loan for access to crucial resources ensured that 100 families got caring, impactful assistance.

Rally for Change: A Celebration of Corporate Social Responsibility This past year, leading corporate social responsibility partners gathered at Champion Sponsor Edwards Lifesciences’ new conference center as well as virtually. The Home Team spirit of collaboration was evident as nominees and winners applauded a year of caring and making changes in our community together.

2021

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2021 EVENTS In 2021, Orange County’s caring spirit was undeterred. We reunited safely to accomplish our mission. And to recognize the contributions and achievements of the individuals, companies and partners who are central to the forward movement of our community.

2021 Scorecard Event Virtual Series Shared Findings and Progress Stories of hope illustrated how our programs and work impacted Orange County over the last year. Once again, we presented three virtual sessions during April, one for each initiative: United to End Homelessness, United for Student Success and United for Financial Security.

Cultures United Conversation Series Built Bridges Interest in discovering more about our community’s diverse cultures and challenges grew this year, so these events became a monthly opportunity to unite and learn about one another. Sponsored

by California Bank & Trust, topics ranged from helping Afghan refugees, to supporting Veterans, to diversity in the workplace and higher education. Featured speakers included those of Vietnamese American, African American, Latino and American Indian cultural backgrounds.

900+ OC Leaders Raised Over $433,000 at Women’s Philanthropy Fund Breakfast It’s recognized as the #1 OC breakfast fundraiser for community impact for good reason! Award-winning journalist Lisa Ling inspired attendees whose contributions strengthened our local Impact Hubs, including a new one in South County. Our thanks to event co-chairs Anne Michaelsen-Yahn and Dilanthi De Alwis as well as board member Tam Nguyen for moderating the Q&A.

16 | Annual Report

PASSIONATE COMMUNITY LEADERS: THE ALEXIS DE TOCQUEVILLE SOCIETY Last year, nearly 400 people in Orange County made a tremendous difference as members of our Alexis de Tocqueville Society. Through their active philanthropy, they demonstrated their deep care for others.

Inaugural Taking Flight Fundraiser Honored Changemakers Surrounded by historic aircraft and vehicles at the Lyon Air Museum, spirits were uplifted as funds were raised in November. Recognizing Alexis de Tocqueville Society members’ contributions of $2.9 million to our mission, this new event raised $275,000 more. The evening’s spotlight also shined on three distinguished award recipients.

Nancy and Mike Meyer 2021 Legacy Medal Honorees

Lawrence R. and Sandy C. Armstrong 2021 Taking Action Medal Honorees

Win Rhodes (left) 2021 Inspiration Medal Honoree

2021

SHOWING THE WAY WITH GENEROSITY, ACTION AND IMPACT Members of the President’s Circle focus their generosity on making long-term, local change. With an annual contribution of $10,000 or more directed specifically to Orange County United Way’s programs, they empower life-altering outcomes.

Thomas and Bonnie Abate

Delia Delgado

Lisa and Mark Locklear

Win Rhodes

Alexandra and Alan Airth

Patrick and Hon. Diane B. Dixon

The Masson-Shaffer Family Foundation

Tom Rogers and Sally Anderson

Kevin Dorse

Paula Mattson

Bill Rooklidge

Laurie and Scott Dubchansky

Rashmi Menon

Steve and Kimberly Roush

Gene and Rose Mergelmeyer

Shannon and Michael P. Russell

Norman and Suzanne Metcalfe

Jim Scheinkman and Cindy Eden

Michael L. and Nancy B. Meyer

Donna and Ernest Schroeder

Michele Miller

Denise Schuler

Adrian and Kristen Griggs

Ann and Jim Morris

Erin Schwarz

Hee-Won and Craigar Grosvenor

Susan D. Morrison

Mitchell Shenkin

Linda and Mike Mussallem

Karen and Scott Sherman

Mark Grosvenor and the J. Mark Grosvenor Foundation

The Myers Family Foundation

John and Renee Simonis

Karen Grundhofer

Peter and Gail Ochs

Casey and Leah Hannegan

Kevin O’Grady and Nella Webster O’Grady

The Nancy and Geoffrey Stack Family Foundation

Donna Hansen

Jay and Lisa Orlandi

Mark and Laurie Henigan

Maggie O’Sullivan and Craig Strombom

Peter and Mary Tennyson

The Stephen G. Oswald and Regina Oswald Foundation

Shelley Thunen

Kristen Allison Steven and Kristy Allison Ben and Charmaine Alvarado Greg Amparano Dawn and Charles Antis Lawrence R. and Sandra C. Armstrong Greg and Cathleen Backley Susan Barnum Shirin Behzadi and Perzan Irani Dennis and Carol Berryman Fred A. and Diane F. Blum Sherri Bovino John and Tasia Boyle Marlo Brooke Jeffrey, Carol and Becky Burch Gregory Burden Darryl and Karla Button Nicole Carrillo Hall

Kari and Chris Durham Bruce and Anne Fettel Vito and Mary Francone Jamie Lynn Fullmer Memorial Fund Artyn and Max Gardner*

Peter and Susan Hitch Michele D. Johnson Sinan Kanatsiz

Brenda Springer

Linda and Randall Takahashi Jeffrey Thomas Dawn Trautman John Valenta

Rick and Anne Keller

Kenneth Parker and Carol Normandin

Jackie and Steve Kelley*

Susan and Dennis Parks

Megan and John Waldeck

Steve and Cinda Churm

Robert and Anne Kent

Maya Patel

Gary Wescombe

Timothy and Madeleine Clyde

Mike and Debe Lucki

Peggy Penjoyan

Larry Wood

Nandakumar and Mrudula Jyothi Cheruvatath

The Podlich Family Fund

Richard and Lisa Yates

Roger and Marjorie Davisson

Sarah and Randy Lake

Tony and Colleen Premer

Peter and Cindy Zofrea Todd and April Zegers

Dilanthi De Alwis-Mummert

Marc and Tina Ley

Shirley and Steve Quackenbush

Kenneth and JoAnn Lickel

Michael Ray

Antonella Castro and Bradley Schumacher

John and Melinda Kehl

Kathy and Joe Celentano

Victoria and David Collins

Seven President’s Circle members have elected to remain anonymous.

Listing as of April 2022

Rao and Rani Varanasi

*President’s Circle Co-chairs

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CORPORATE, FOUNDATION AND OTHER FUNDING PARTNERS Our ability to change lives is galvanized by the amazing response of valued partners. Thank you for showing how much you care through your vibrant and steadfast funding via workplace giving campaigns, sponsorships, grants and other generous support.

S E E PA G E S 2 0 A N D 2 1 F O R A L I S T O F O U R C O R P O R AT E , F O U N D AT I O N A N D O T H E R F U N D I N G PA R T N E R S

Raising $1.4 Million, Edwards Lifesciences Cares Year-round Once again, Edwards employees showed their compassion for OC. Their workplace giving campaign raised big dollars, plus their volunteer efforts made an enormous difference for neighboring community members like the students and families of Washington Elementary in Santa Ana. They donated and distributed 425 technology backpacks (with laptops and school supplies) and their holiday food drive provided 109 festively decorated meal boxes to local families.

20 | Annual Report

THANK YOU FOR YOUR LEADERSHIP AND FOR CARING FOR OUR COMMUNITY...

CORPORATE, FOUNDATION AND OTHER FUNDING PARTNERS AbbVie Foundation

City National Bank

Frome Family Foundation

ACCO Engineered Systems

City of Anaheim

Alcon Labs

City of Santa Ana

Garden Grove Unified School District

Alta Resources

Comerica Bank, Inc.

Amazon

Commercial Bank of California

American Advisors Group

Commercial Metal Forming

Amway/Nutrilite

CopperPoint Insurance Companies

Anaheim Union High School District

CoStar

Anthem

Costco Wholesale

Antis Roofing and Waterproofing

County of Orange

Aon Risk Services

Cox Communications, Inc.

IMRI Information Management Resources Inc.

ARMS Business Solutions

Crowell & Moring LLP

In-N-Out Burger Foundation

Assurant Specialty Property

Cushman & Wakefield

Insperity

AT&T

Deloitte.

Internal Revenue Service

Automobile Club of Southern California

Disneyland Resort

ITW – Illinois Tool Works

East West Bank

JLL

Eaton Aerospace

Johnson & Johnson

Edwards Lifesciences LLC

JP Morgan Chase & Co.

Endologix

Kaiser Permanente Medical Center

Enterprise Holdings

Knobbe Martens

EPHESOFT

KPMG LLP

Ernst & Young LLP

L3Harris

Experian

Latham & Watkins LLP

FedEx Corporation

Little Diversified Architectural Consulting

Avanir Pharmaceuticals Bank of America Bank of the West Beckman Coulter, Inc. BMO Harris Bank and BMO Capital Markets Burns & McDonnell California Bank & Trust California International Bank California State Employees California State University, Fullerton Capistrano Unified School District Capital One Financial Corporation Centene Management Company LLC Chevron Corporation

Fifth Third Bank

Gibson, Dunn & Crutcher LLP Ginny and Peter Ueberroth Family Foundation Google Fiber Grant Thornton Hanover Insurance Hoag

First Foundation Bank

loanDepot

FirstService Residential California, LLC

Lon V. Smith Foundation Marsh McLennan

Fishel Company

Masson Family Foundation/ Lifestyle of Giving

Fluor Corporation Ford Motor Company Fountain Valley Regional Hospital

MDRT Foundation Medtronic, Inc.

2021

Mission Hospital Regional Medical Center

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Public Law Center

Target Corporation

QSC

Tarsadia Foundation

Raytheon Company

The Standard – Standard Insurance

Ricoh Corporation

The Word & Brown Companies

Robert Half

Theodora Oringher PC

Rockwell Automation

Timken

Rutan & Tucker LLP

Travelers Insurance

Samueli Foundation

Troutman Pepper

Santa Ana Unified School District

Truist Bank

Orange County Department of Education

Schroeder Management Company, Inc.

UCI Health

Orange County Fire Authority

Sentry Insurance

Orange County Transportation Authority

Siemer Institute for Family Stability

Nationwide Insurance Newport Mesa Unified School District Northern Trust Bank of California O’Melveny & Myers LLP Orange County Business Journal Orange County Community Foundation

Pacific Life Insurance Company

Sisters of St. Joseph Healthcare Foundation

Pacific Premier Bank

Snell & Wilmer, L.L.P.

Pacific Western Bank

SoCalGas

Parker Hannifin

Southern California Edison

Paul Hastings

SPEC Services Inc.

Paychex

St. Joseph Community Partnership Fund

PCL Construction Services, Inc. Pfizer Inc., Reg Office & Sales Force PIMCO Advisors L.P. PricewaterhouseCoopers LLP Principal Financial Group Prosperity Now Providence St. Joseph Health

St. Mark Presbyterian Church Starbucks Corporation State of California Sunwest Bank Synchrony Financial

UniHealth Foundation Union Bank UnitedHealthcare University Mechanical & Engineering University of California, Irvine UPS West Region US Bank USAA Real Estate Company Wal-Mart Stores, Inc. Ware Malcomb WealthWise Financial Services Wells Fargo Western National Group Zions Bank

Synoptek

THAT’S THE OC WAY!

22 | Annual Report

IN 2021, ORANGE COUNTY UNITED WAY’S REVENUE OF $47,470,135 ALLOWED US TO DO MORE FOR OUR COMMUNITY. BREAKDOWN OF REGULAR FUNDING STREAM

Investments in programs and people

92% GRANTS AND PROGRAMS

50.7%

34.4%

($9,150,054)

($6,207,392)

INDIVIDUAL GIVING

CORPORATE GIVING

$18,030,445 $29,439,690

9.0%

5.8%

($1,621,498)

($1,051,500)

GOVERNMENT

FOUNDATIONS

Regular Funding Streams (Breakdown shown above)

Includes issue expertise and research, program development and implementation, funding of nonprofit and educational services providers, community leadership and partnerships, public awareness and community education, advocacy, volunteer and donor engagement and support staffing.

In 2021, also includes extraordinary funding for Emergency Rental Assistance.

5% FUNDRAISING

Pandemic-Related Emergency Rental Assistance Funding

$47,470,135

2021 TOTAL REVENUE SUPPORT

Includes the costs associated with raising money to support our mission.

3% ADMINISTRATION Includes finance, IT and administrative services that support our mission.

2021

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2020–2021 Statements of Financial Highlights

6/30/2020

6/30/2021

Total Assets

$28,014,932

$35,809,028

Less Total Liabilities

$(4,891,524)

$(9,639,244)

Total Net Assets

$23,123,408

$26,169,784

STATEMENT OF FINANCIAL POSITION

STATEMENT OF ACTIVITIES Annual Campaign

$19,045,001

$17,995,967

—

$29,439,690

$9,033

$34,478

$19,054,034

$47,470,135

$533,473

$5,247,483

$(274,008)

$(667,120)

Total Revenue

$19,313,499

$52,050,498

Grants and Programs

$10,890,500

$40,419,295

Donor Directed Giving

$5,564,543

$4,740,625

Fundraising, Administration and General

$3,727,013

$3,844,202

$20,182,056

$49,004,122

$(868,557)

$3,046,376

Net Assets – Beginning of Year

$23,991,965

$23,123,408

Net Assets – End of Year

$23,123,408

$26,169,784

Emergency Rental Assistance Endowment Gifts Total Annual Campaign Other Income Provision for Uncollectible Pledges

Total Grants, Directed Giving and Expenses Change in Net Assets

The complete financial statements for Orange County United Way fiscal year 2020 and 2021, audited by BDO USA, LLP, are available at www.unitedwayoc.org/accountability.

21

JOIN US IN CARING FOR ONE ANOTHER. TOGETHER, WE CAN ACHIEVE EVEN MORE FOR OUR COMMUNITY.

18012 Mitchell South, Irvine, CA 92614 | 949.660.7600

UnitedWayOC.org