2018 Orange County United Way Annual Report

2018 Annual Report

02 | Annual Report

2018 BOARD OF DIRECTORS These local community and business leaders strategically guide the work of Orange County United Way, a 501(c)(3) charitable organization.

OFFICERS Ian Leisegang* Chair 3Spoke Capital Steve Churm* Vice Chair FivePoint Holdings, LLC Suzanne Fradette* Treasurer PricewaterhouseCoopers LLP Timothy S. Clyde* Secretary Katzkin Leather Susan B. Parks* President & CEO Orange County United Way Ben Alvarado Sunwest Bank Lawrence R. Armstrong Ware Malcomb Sherri Bovino 1st Flagship Company Nicole Carrillo Hall loanDepot Antonella Aloma Castro Real Estate and Business Attorney Victoria Collins Community Leader/ Philanthropist

Karen D. Conlon Sequoia Grove Consulting

Keith Kobata Wells Fargo & Company

Scott Sampley Enterprise Holdings

Tom Cuce UPS

Nanda Kumar Cheruvatath Eaton

James J. Scheinkman Snell & Wilmer LLP

Martha V. Daniel IMRI

Robert Lambert Cushman & Wakefield

Diane Brooks Dixon City of Newport Beach

Ken Lickel* Community Volunteer

David Schiegoleit U.S. Bank Private Wealth Management

Michael Feldman Union Bank

Paula Mattson Southern California Edison

Adrian S. Griggs Pacific Life Insurance Co.

David G. Meulmester KPMG LLP

Jeff Hittenberger Orange County Department of Education

Ethan Morgan J.P. Morgan

Allen Staff Bank of America Merrill Lynch

Tam Nguyen Advance Beauty College

John E. Stratman, Jr. Kaiser Permanente

Joe Nuzzolese Edwards Lifesciences

John Valenta Deloitte Advisory

Adey Nyamathi University of California, Irvine

Framroze Virjee California State University, Fullerton

Sandra Hutchens Retired, Orange County Sheriff-Coroner Michael A. Johnson Automobile Club of Southern California Jacqueline A. Brya Kelley Ernst & Young LLP Joan P. Kelly Psomas Robert E. Kent* Community Volunteer

Ernest W. Schroeder Schroeder Investment Partners, Inc. John F. Simonis Paul Hastings LLP

Bill Pedigo Anaheim Ducks/ Honda Center Mike Ruane National Community Renaissance

*Executive Committee Member

LAST YEAR WE SERVED 765,556 PEOPLE. THAT’S 1 IN 4 OF OUR RESIDENTS.

2018

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WE’RE NOT JUST DOING MORE, WE’RE DOING MORE THAN YOU THINK This year, Orange County United Way further advanced our core mission: to address and solve the most difficult social challenges in education, health, housing and financial stability in our county.

At the same time, we made compelling strides forward in Doing More. More than a tagline, these words describe what makes Orange County United Way decidedly different: • We have a deep understanding of our toughest issues and their interconnectivity.

• We take a multifaceted, action-based approach to solving problems and creating change.

Throughout this report you’ll read stories about how we’re doing it. You’ll meet people in our community whose lives have been forever changed for the better as well as the volunteers, advocates and donors who

You’ll also learn about programs that have been strengthened and innovations that were launched in 2018. Doing More means we are championing critical initiatives in response to Orange County’s needs.

Doing More, at its core, is the way we think and act every day. We’re positive that, with your help and support, we can find sustainable solutions to today’s challenges. We can make transformational differences in the lives of local children and adults, which will improve the future of Orange County.

Together, we can do more for every one of us.

Thank you,

Susan B. Parks President & CEO

Throughout 2018, community members joined CEO Sue Parks on “Walks with Parks,” five-mile tours of the 34 cities in our county. Together, they discussed the issues, discovered where our efforts are making a difference and saw where gaps still exist.



• We leverage every contribution and every effort to maximize the true value we deliver to our local community. We call this Value Efficiency.

have stepped up to help. Doing More is possible because of individuals, companies and partners who care.

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OUR VISION

AN ORANGE COUNTY WHERE EVERY PERSON RECEIVES A QUALITY EDUCATION, IS FINANCIALLY STABLE, IS HEALTHY AND THRIVING, AND HAS A PLACE TO CALL HOME.

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OUR UNIQUE APPROACH IT’S ABOUT INTERCONNECTIVITY

Orange County United Way understands that our community’s most critical issues are inter-related. And we believe that tackling them with an interconnected approach will result in substantial and sustainable change. To ensure that all children are successful in school, we must do more. They also need healthier food and stable homes to excel. Assisting residents to find jobs may not be enough; we must also do more to help parents earn an income that will support a family in Orange County.

DOING MORE MEANS…

Orange County United Way’s unique value is in how we’re leading social responsibility in our community

We’re more than a fundraiser. We take action in many ways and on many levels to solve the most difficu

Research

Innovate

Convene

Implement

We identify issues, analyze community needs and leverage best practices to bring proven solutions to scale

We create new community initiatives to solve complex problems

We bring together experts, partners and volunteers to make things happen

We run day-to-day programs and services

A BETTER

2018

y.

ult, interconnected challenges impacting life here.

Lead

Strengthen

Bridge

Manage

Invest

Measure

We guide coalitions that align with our mission

We provide reinforcement for existing initiatives

We fill gaps to meet urgent challenges

We do heavy lifting in the background so programs can succeed

We raise funds, leverage contributions and maximize donors’ investments in our community

We calculate impact, track progress and deliver results

COMMUNITY

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08 | Annual Report

2018 DOING MORE IN ACTION We launched Upskill OC to connect

workers who need better-paying jobs to local employers who need them. The program focuses

on businesses in high-growth sectors with a great number of unfilled positions.

In July, we celebrated 100 Youth Career Connections Summer Internship Program students.

Future business leaders, engineers, scientists, healthcare workers, architects and graphic designers gained

invaluable working experience at leading employers.

We’re leading United to End

Our Healthy Schools Initiative

Homelessness, launched last

unites parents, districts, agencies

year in February, to end

our community’s homeless crisis through private and public

and organizations to promote

student health and wellbeing. We started with three

partnerships and collaboration.

OC elementary schools. And after just one year, their rapid progress received national recognition on the list of 2018 Healthiest Schools.

This year, we made a positive difference for children and These are just a few of the powerful ways we touched liv

2018

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Thanks to a $173,600 grant from Wells

Read Aloud 15 Minutes, our early childhood

Fargo, we expanded our Healthy Food

literacy campaign, got a boost from 13-year-old

Provision program and increased

accessibility of healthy foods for low-income individuals and families in our county.

Our newest SparkPoint OC Financial Empowerment Center opened at Washington Elementary in Santa Ana. Made possible with the support of Edwards Lifesciences, it

assists families to create sustainable finances and stabilize their housing.

d adults throughout Orange County. ves by Doing More.

philanthropist Teah who collected and donated

more than 1,000 books. Our annual drive added over 10,700 books to help parents and children foster a love of reading.

Our 2018 OC Free Tax Prep campaign served 19,000

clients who received $16.3 million in federal and state refunds and $4.5 million in Earned Income Tax Credits. In collaboration with Citi Community

Development, we expanded outreach in Santa Ana and Anaheim.

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DOING MORE FOR OUR COMMUNITY Healthy Schools Initiative

“I want to be able to contribute to my family financially and help us become more secure.”

— Viola, mother of four with high school diploma, returning to the workforce

UpSkill OC Launched in 2018, UpSkill OC is helping bridge a growing gap for middle-skill workers who have more than a high school diploma, but less than a four-year degree. The program matches qualified individuals in rapid re-housing programs who are looking for long-term, livable-wage jobs with area hiring employers in IT, healthcare and other high-growth industries who can’t find enough workers to fill these positions. United Way collaborates with local nonprofits and businesses to provide job-preparation training, support and resources. Employers are finding the employees they need. And more families are gaining financial stability and the security of a roof over their heads while working toward a stronger future.

More than 75% of our county’s children aren’t physically active, and one in three is overweight or obese. To impact these statistics, we spearheaded involvement in a nationwide program that empowers kids and communities to learn more about making healthier choices. Within the first 12 months, Orange County United Way’s Healthy Schools Initiative helped three local elementary schools achieve national recognition. We collaborated hand in hand with administrators, faculty and partners to make policies and implement ideas. Physical education classes for kids, cooking presentations for parents, and water hydration stations are just a few examples of new Healthy Schools Initiative opportunities.

“Students are learning that proper food and exercise are fuel for their bodies and minds too. They’re excited to keep pursuing those healthful choices.”

— Megan, kindergarten teacher at Whitaker Elementary School

2018

2018 VALUE TO OUR COMMUNITY

$38 MILLION THE TRUE VALUE OF DOING MORE Leveraging every contribution for maximum impact is inherent in Doing More. Orange County United Way’s unique approach magnifies investments to their fullest potential. This year, we delivered $38 million in true value to create positive change in our community.

$15,906,426 $16,254,688 Program Support

OC Free Tax Prep Refunds

$3,838,000

$658,186

$1,221,590

$149,500

Tax Preparation Fee Savings

Volunteer Hours

Emergency Food and Shelter Distributions

Donated Goods

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United to End Homelessness A year ago, local leaders gathered to rethink solutions for Orange County’s spiraling homelessness crisis.

They took a new view—considering not just that there’s a problem, but that it affects real people who are our neighbors, friends and family members. They also looked at the economic and business impact of homelessness and how a united effort can make sustainable change. Empowered by United Way, this was the powerful launch of United to End Homelessness.

Committed to reducing homelessness in Orange County to functional zero. That means that there will be supportive services and housing for every individual who needs it.

If all of our chronically homeless were housed, Orange County could save $42 million per year.

— Including rent and support services. Homelessness In Orange County: The Costs To Our Community Executive Summary (2017).

A Home for Mary United to End Homelessness is already transforming the lives of residents. Mary, who grew up in Anaheim, was homeless and living on the streets for five years.

When she received a housing voucher, it seemed her prospects were improving.

But 19 months later, Mary was still searching for an apartment. Thankfully, a United to End Homelessness pilot program matched Mary with a property owner who understands the value of supportive housing, wants to be part of the solution and rented her a unit. Mary was the first person who found a new home as part of this groundbreaking United to End Homelessness pilot.

2018

IN 2018, WE DELIVERED MORE THAN 50 PROGRAMS THROUGHOUT ORANGE COUNTY We engaged and mobilized people and resources to drive sustainable improvements in the interconnected areas of education, health, housing and financial stability.

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WHAT IS AN ORANGE COUNTY UNITED WAY IMPACT HUB? STUDENT SUCCESS

HOUSING STABILITY

Supporting education from early-grade reading through in-school and after-school programs

Reducing school mobility by moving families into stable housing

Based at schools and other locations that serve as “centers of community life,” our Impact Hubs make it easier for children and families to access services.

HEALTHY LIFESTYLES Helping children and families access nutritious foods and healthcare, empowering active lives

FINANCIAL EMPOWERMENT Programs and services take a “two-generation” approach, tackling intergenerational poverty by aligning and coordinating programs to serve the needs of children, their parents, and parents and children together.

Building skills and offering opportunities to break the cycle of poverty

2018

A Powerful Multi-generational Solution Families in Orange County face a unique set of interconnected pressures that challenge student and family success. Low-wage jobs and our high cost of living can create housing instability that negatively impacts academics and health. Orange County United Way Impact Hubs are a proven model for providing assistance and producing sustainable outcomes for children, their families and the neighborhood as a whole.

“What if it’s too hard?”

“I WILL PUSH THROUGH!” “What if it’s too tough?”

“I WILL PUSH THROUGH! WE CAN DO ANYTHING WE PUT OUR MINDS TO!” — Classroom mantra of Paul Revere Elementary School students and teacher Jennifer Swan-Altieri

The Start of Something Big The neighborhood around Paul Revere Elementary School in Anaheim features gang graffiti, broken glass—and an inspiring success story. Students there are thriving, thanks to hard work, high spirits and our first United Way Impact Hub, a project supported by the Women’s Philanthropy Fund.

Third-graders in Jennifer Swan-Altieri’s class are reading above the fourth-grade level, on average. Three students are reading at a sixth-grade level! This is significant because studies say that reading proficiency in third grade is an indicator of high school graduation rates.

Our Impact Hub supports family success too. Parents have enrolled in SparkPoint OC classes at the school to boost financial literacy. One mother whose goal was to start a savings account of $250 saved $1,000. And a food pantry on campus means more fresh produce on the tables of Paul Revere families.

Our first Orange County United Way Impact Hub is living up to the title: it’s having a tremendous positive impact. We hope it will serve as the model for many more to come.

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DOING MORE TOGETHER You could see countless partners, donors, volunteers and caring community members Doing More throughout 2018. Thank you to everyone who made a difference by supporting our events and initiatives.

United to End Homelessness Kick Off

3rd Annual Scorecard Event

Orange County’s top business, philanthropic, government, faith-based and nonprofit leaders joined to launch an unprecedented effort to end homelessness in our county.

Each year, we report on our efforts and accomplishments toward our FACE2024 strategic plan in the areas of education, health, housing and financial stability.

Community members discussed case studies from other cities, recommendations for supportive housing and ideas for ending homelessness before pledging to take collective action.

Hosted by Edwards Lifesciences, more than 350 attendees came together at the event.

2018

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2018 Women’s Philanthropy Fund Breakfast

2018 Rally for Change

The region’s most influential business and community leaders gathered for our annual inspirational fundraiser. More than 920 guests contributed over $600,000 for our work.

A high-energy crowd of social responsibility change agents, including business professionals, corporate partners and community advocates, kicked off their United Way workplace campaigns.

Keynote speaker Earvin “Magic” Johnson inspired the crowd with his message of giving back to your community and lifting up those in need around you.

The annual celebration honors partners who are Doing More in corporate social responsibility leadership.

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THANKS TO OUR PARTNERS, WE’RE DOING MORE More than 370 Orange County businesses and organizations chose United Way as their corporate social responsibility partner this year.

They did more for our community and helped transform the lives of residents through meaningful community engagement, volunteer efforts and fundraising.

Edwards Lifesciences received this year’s Dimensions in Giving Award for overall corporate commitment and engagement.

They further demonstrated their steadfast support by hosting our 2018 Scorecard Event.

Turn the page to see all the corporations and organizations that generously supported our mission in 2018. 

Celebrating 150 years—and 90 as a United Way partner—Pacific Life was the very first to offer seed funding for United to End Homelessness.

Everyone at UPS makes giving and community engagement a priority, from drivers to senior executives.

We appreciate the Automobile Club of Southern California for their 150 ambassadors who are trained United Way advocates and for their tremendous employee workplace campaign participation.

Southern California Edison was a Champion Sponsor of the 2018 Women’s Philanthropy Fund Breakfast. Plus, they’re well known for investing in United Way’s education initiatives.

With extraordinary vision, Bank of America inspired the Local, Global and Me women’s empowerment series as well as sponsoring the Women’s Philanthropy Fund Breakfast and supporting United to End Homelessness.

Wells Fargo awarded a grant to expand United Way’s Healthy Food Provision program and is also a financial supporter of our new United to End Homelessness initiative.

Enterprise Rent-A-Car is a philanthropic leader with outstanding employee support and executives who participate in United Way affinity groups.

Kaiser Permanente provided substantial support to United to End Homelessness, including funds and leadership.

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THANK YOU FOR DOING MORE TO CREATE A BRIGHTER FUTURE FOR ORANGE COUNTY CHILDREN AND FAMILIES. 3M Company 7up & RC Bottling Company, a subsidiary of Dr Pepper Snapple Group Abbott Laboratories AbbVie Foundation ACCO Engineered Systems ADP Automatic Data Processing Aegion – Brinderson AEI Corporation AERA Energy LLC Aerojet Aetna U.S. Healthcare Inc. Air Products and Chemicals, Inc. Albertson’s Inc., So. Cal. Division Alcon Labs Allergan Inc. Alliance Health Care Services, Inc. Allied Solutions Allstate Insurance Co. Alta Resources American Airlines American Express Foundation American Modern Insurance Group American Water Ameriprise Financial AmerisourceBergen Ametek Aerospace Gulton-Statham AMICA Mutual Insurance Company Amway/Nutrilite Anaheim Elementary School District Anaheim Ducks Anaheim Union High School District Anthem ARMS Business Solutions – Enterprise Holdings Arrowhead Products Arthur J. Gallagher & Co. Assurant Specialty Property

AT&T* Automobile Club of Southern California* Avanos Avery Dennison AYCO Company, L.P. Baker Furnace, Inc. Bank of America* Bank of Hope Beckman Coulter, Inc. Behr Paint Corporation Bentley Systems Best Buy Super Stores Big Canyon Country Club Black & Veatch Black Knight Financial Services BlackRock Financial BMO Harris Bank and BMO Capital Markets BNY Mellon Brea-Olinda Unified School District Bridgepoint Education Brother International Corporation Burns & McDonnell C.R. BARD Neomend, Inc., Subsidiary of Davol Inc. California State Employees California Wellness Foundation CalOptima Campbell Soup Company Cargill, Inc. Carl’s Jr. – Bernard Karcher Investments Caterpillar Centralia School District CenturyLink Chevron Corporation Child Guidance Center, Inc.

Children & Families Commission of OC Chubb Group of Insurance Companies CIBC World Markets Corp.

CIGNA Companies CIT Bank, N.A. Citibank Citizens Bank Citizens Business Bank City National Bank City of Anaheim City of Brea City of Buena Park City of Fullerton City of Huntington Beach City of Irvine City of San Juan Capistrano City of Santa Ana CKE Restaurants, Inc. Clean Harbors CNO Financial Group Coast Community College District Collins Aerospace Colony NorthStar Advisors, LLC Comcast Corporation Comerica Bank, Inc. Commercial Metal Forming CommScope Community Action Partnership of Orange County Community SeniorServ, Inc. Continental Apartments La Habra Costco Wholesale* County of Orange* Crowell & Moring LLP CRST International CSA International CUNA Mutual Group

Deloitte.

Delta Airlines Disneyland Resort Duke Realty East West Bank Eaton Aerospace Eco Engineering, Inc. Ecolab Inc. Edwards Lifesciences LLC* Eli Lilly & Company EMC Corporation Emerson Process Management – Rosemount Analytical Division Endologix Enterprise Community Partners Enterprise Rent-A-Car* Equifax Credit Bureau, Inc Ernst & Young LLP* Esterline/Palomar Products Exelon Corp.

Experis Finance Express Scripts Farmers & Merchants Bank of Central California Farmers Insurance Group FedEx Corporation* Fiat Chrysler Automobiles, FCA US LLC Fifth Third Bank First American Equipment Finance First Bank First Foundation Bank FirstService Residential California, LLC FIS – Fidelity Information Services Fluor Corporation* Ford Motor Company Foster Poultry Farms Fountain Valley Regional Hospital & Medical Center

Fountain Valley School District Frontier Communications Fullerton School District Fullerton Union High School District Garden Grove Unified School District GE General Electric Genentech, Inc. General Motors Getronics Gibson, Dunn & Crutcher LLP* GKN Aerospace Global Atlantic Financial Group Grant Thornton Graphic Packaging International, Inc. H & R Block Hanover Insurance HDR Health Net of California Helmsman Management Service Hilton Irvine Hoag Holman ARI Group HomeGoods Homestreet Bank Honeywell, Inc. Hughes Marino Human Options, Inc. Huntington Beach City School District Huntington Beach Union High School District IBM Corporation Idexx Laboratories IMRI Information Management Resources Inc. Infinity Insurance Ingram Micro Insight Investments Corp.

Intel Americas, Inc.

2018

Internal Revenue Service International Paper Co. Irvine Unified School District ITW J.C. Penney Company, Inc. Jewish Federation and Family Services of Orange County Johnson & Johnson Johnson Controls Inc. JP Morgan Chase & Co. Kaiser Permanente Medical Center* Kao USA, Inc. Kellogg Company Kimberly-Clark Corporation Korn-Ferry International KPMG LLP L-3 Interstate Electronics Corporation La Habra City School District La Habra Woods Apartments Latham & Watkins LLP Lawry’s / Five Crowns Restaurant LeasingDesk – A RealPage Company LEDCOR Lexmark International, Inc. Lindt & Sprungli (USA) Inc. Little Diversified Architectural Consulting loanDepot Lockheed Martin Federal Systems Lon V. Smith Foundation Los Alamitos Medical Center, Tenet Calif. HealthSystems Los Angeles Angels Los Angeles Chargers Los Angeles Times Orange County Edition Lutron Electronics, Inc. Macy’s Magnolia School District MANPOWER Marshall B. Ketchum University Marshalls Dept. Stores McGladrey LLP MGIC Microsoft Corporation Miller-Coors

Mission Hospital Regional Medical Center Mitsubishi Motors Morgan Stanley Smith Barney Motiva Enterprises LLC MSA Systems, Inc. Mueller Prost Nationwide Insurance* Newport Mesa Unified School District Nordstrom* North Highland North Orange County Community College District North Orange County ROP Northern Trust Bank of California Northrop Grumman Space Technology Novella Clinical NSF International NuVision Federal Credit Union O.C. Sanitation District Ocean View School District Olive Crest Homes & Services for Abused Children O’Melveny & Myers LLP Opus Bank Orange County Adult Achievement Center (OCAAC) Orange County Bar Foundation Orange County Business Journal Orange County Community Foundation Orange County Department of Education* Orange County Fire Authority Orange County Transportation Authority Orange Unified School District Orbital ATK ORCO Block & Hardscape O’Reilly Auto Parts Pacific Life Insurance Company* Pacific Premier Bank Pacific Western Bank Parker Aerospace Parsons Paul Hastings

Paychex Payless ShoeSource PCL Construction Services, Inc. People’s United Bank Pfizer, Inc. PIMCO Advisors L.P. Pinnacle Communities Pitney Bowes, Mailing Divison/ Copier & Fax Divison Placentia-Yorba Linda Unified School District Plaza Bank PolyOne Corporation PricewaterhouseCoopers LLP* Principal Financial Group Professional Community Management Professional Community Management – Laguna Woods Village Providence Speech & Hearing Center QSC Audio Rancho Santiago Community College District Raymond James & Associates, Inc. Raytheon Company RGP – Resources Global Professionals Ricoh Corporation Right Management Consulting, Inc. RLA – Ridge Landscape Architects Robinson Foundation Rockwell Automation RR Donnelley Russell Investments Rutan & Tucker LLP Ryder Truck Rental Saddleback Memorial Medical Center Saddleback Valley Unified School District Sage Hospitality Sanofi Pasteur Santa Ana Unified School District SARA – Scientific Applications & Research Associates, Inc. Savanna School District SC Johnson Wax Fund, Inc.

Scantron Corporation Schroeder Management Company, Inc. Schweitzer Engineering Laboratories Sentry Insurance SES Insurance Brokerage Services, Inc. Shell Oil Products Sirius Computer Solutions Sisters of St. Joseph Healthcare Foundation Snell & Wilmer, LLP South Orange County Community College District Southern California Edison* Sprint Western Division, U.S. Sprint St. Jude Medical Center Stanley Black & Decker State Farm Insurance State of California – Department of Community Services and Development Steelcase Sales Irvine SUEZ Water Technologies & Solutions Sun Life Financial SunTrust Banks, Inc. Sunwest Bank SWBC Mortgage Synchrony Financial Target Corporation* Tarsadia Foundation TD Bank Team Fishel Tech Data Corporation Tesoro Oil The Boeing Company The California Endowment, San Diego/Orange County Regional Office The California Wellness Foundation The Kroger Co. The Pepsi Bottling Group The Word and Brown Companies Theodora Oringher PC Thermo Fisher Scientific Timken

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TJ Maxx tk1sc TKC Holdings T-Mobile Travelers Insurance Triumph Insulation Systems, LLC Turner Industries Group Tustin Unified School District Underwriters Laboratories, Inc. UniGroup Inc. Union Bank Union Pacific Railroad Co. Unisys Corporation United Airlines United Launch Alliance UnitedHealthcare University Mechanical & Engineering Contractors, Inc. University of California – Irvine UPS West Region* US Bank USAA Real Estate Company UTC Fire & Security Vision Technologies Walgreens Company Wal-Mart Stores, Inc. Walter Investment Management – Ditech Mortgage Ware Malcomb WealthWise Financial Services Wells Fargo* Western & Southern Financial Group Western Digital Corporation Western National Group Westminster School District WISEPlace Xerox Corporation Zions Bank

*2018 Rally for Change Award Winners

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THE PRESIDENT’S CIRCLE

LEADERS WHO ARE DOING MORE The Orange County United Way Tocqueville Society is a strong alliance of nearly 250 local philanthropists. These volunteer champions devote time, talent and funds to tackle serious issues and create lasting change.

Within the Tocqueville Society, the members of the President’s Circle are visionaries who have distinguished themselves at the next level. Individuals in the President’s Circle have focused their dedication to social responsibility in Orange County. They share a profound commitment to transformational change, and their powerful, strategic support can be seen and felt throughout our community.

2018 PRESIDENT’S CIRCLE M EMB ERS Thomas & Bonnie Abate

Diane & Patrick Dixon

Gene & Rose Mergelmeyer

Nancy & Geoffrey Stack

JoAnn Albers

Andrew & Corinne Dossett

David & Barrie Meulmester

Tom & Marilyn Sutton

Steve & Kristy Allison*

Laurie & Scott Dubchansky

Michael L. & Nancy B. Meyer

Jeffrey T. Thomas

Robert A. & Joni Alter

Kari & Chris Durham

Michele Miller

Gerald Thompson

Ben & Charmaine Alvarado

Bruce & Anne Fettel

Renita Mollman

Shelley B. Thunen

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

Suzanne Fradette & Steve Tucker

Ethan & Erin Morgan

Erika Urbani

Joe & Gina Andrukaitis

Artyn & Max Gardner*

Ann & Jim Morris

John & Kirsten Valenta

Adrian & Kristen Griggs

Linda & Mike Mussallem

Rao & Rani Varanasi

Stephen B. Gross

Myers Family Foundation

Megan & John Waldeck

Nancy H. Handel

Peter & Gail Ochs

Gary & Patricia Wescombe

Donna Hansen

Susan B. & Dennis Parks

Ron & Meg White

Dennis Hardin

Peggy Penjoyan

Larry Wood

Mark & Laurie Henigan

Lisa Perrine & Bob Kuhel

Tracy Wood

Jeff Hittenberger

Podlich Family Fund

Richard Yates

Sandra Hutchens

Shirley & Steve Quackenbush

Peter & Cynthia Zofrea

Joseph Jacobsen

Michael Ray

Anonymous Donors (2)

Carla & Steve Jasa

Rick & Vickie Rayson

Kumar & Mrudula Jyothi Cheruvatath

William C. & Kathryn Rooklidge

John Kehl, Jr.

J. Steven & Kimberly Roush

Jacqueline & Stephen Kelley

Ayan Roy & Shatarupa Sengupta

Joan & Eamon Kelly

Daniel A. Sasse & Anne M. Brafford

Robert & Anne Kent

James J. Scheinkman & Cindy Eden

Kenneth & JoAnn Lickel

Ernest & Donna Schroeder

Masson Family Foundation

Denise Schuler

Paula Mattson

Mona Shah

Geraldine & John McGrath

John & Renee Simonis

Charles & Dawn Antis Lawrence R. & Sandra C. Armstrong Greg & Cathleen Backley Dennis & Carol Berryman Sherri Bovino John & Tasia Boyle Jeffrey, Carol & Becky Burch Gregory Burden Brian Butelo Antonella Castro & Brad Schumacher Steve & Cinda Churm Timothy & Madeleine Clyde Victoria & David Collins John Coyne Virginia Craig Robert R. Cryer Michael & Wendy Cupps Roger & Marjorie Davisson

*President’s Circle Co-Chairs

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FINANCIALS IN 2018, ORANGE COUNTY UNITED WAY RAISED $15,906,426 TO DO MORE TO CHANGE THE LIVES OF CHILDREN AND ADULTS ACROSS OUR COMMUNITY. INVESTMENTS IN PROGRAMS AND PEOPLE

80% GRANTS AND PROGRAMS

REVENUE SUPPORT

$15,906,426

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

14% FUNDRAISING Includes the costs associated with raising money to support our mission

67%

16%

15%

2%

$10,617,950 includes funds raised through United Way campaigns at participating companies whose employees live and/or work in Orange County

$2,589,408 includes individuals giving outside a workplace campaign

$2,402,126 includes events as well as corporate and community grants

$296,942 includes bequests and planned gifts

WORKPLACE

COMMUNITY

OTHER

ENDOWMENTS

6% ADMINISTRATION Includes finance, IT and administrative services that support our mission

2018

2017-2018 STATEMENTS OF FINANCIAL HIGHLIGHTS

6/30/2017

6/30/2018

Total Assets

$28,612,197

$23,190,134

Less Total Liabilities

$(7,655,940)

$(6,302,973)

Total Net Assets

$20,956,257

$16,887,161

STATEMENT OF FINANCIAL POSITION

STATEMENT OF ACTIVITIES Annual Campaign

$16,694,033

$15,609,484

Endowment Gifts

57,755

296,942

$16,751,788

$15,906,426

Other Income

1,826,660

1,388,032

Provision for Uncollectible Pledges

(342,124)

(398,045)

$18,236,324

$16,896,413

$7,129,425

$6,336,920

7,827,374

6,774,112

3,018,679

$3,190,651

$17,975,478

$16,301,683

$260,846

$594,730

Net Assets – Beginning of Year

$20,695,411

$20,956,257

Net Assets – End of Year

$20,956,257

$21,550,987

Total Annual Campaign

Total Revenue Grants and Programs Donor Directed Giving

Fundraising, Administration and General Total Grants, Directed Giving and Expenses Change in Net Assets

The complete financial statements for Orange County United Way fiscal year 2017 and 2018, audited by BDO USA, LLP, are available at www.unitedwayoc.org/accountability.

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18012 Mitchell South, Irvine, CA 92614 | 949.660.7600

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