2019 Orange County United Way Annual Report

ON A MISSION TO IMPROVE LIVES 2019 Annual Report

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2019 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 Chair Steve Churm* FivePoint Holdings, LLC Vice Chair Tam Nguyen* Advance Beauty College Treasurer Suzanne Fradette* PricewaterhouseCoopers LLP Secretary Timothy S. Clyde* Katzkin Leather President & CEO Susan B. Parks* Orange County United Way

Ashleigh E. Aitken Aitken Aitken Cohn

Adrian S. Griggs Pacific Life Insurance Co

Steven D. Allison Troutman Sanders LLP

Jeff Hittenberger Orange County Department of Education

Ben Alvarado California Bank & Trust 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 Gina Cordero Disney Parks, Experiences and Products Martha V. Daniel IMRI Diane Brooks Dixon City of Newport Beach Mike Feldman Formerly with Union Bank

Michael A. Johnson Automobile Club of Southern California Jacqueline A. Kelley Ernst & Young LLP Keith Kobata Wells Fargo & Company Nanda Kumar Cheruvatath Eaton Aerospace Robert Lambert Cushman & Wakefield Ian Leisegang* 3Spoke Capital Paula Mattson Southern California Edison

Bill Pedigo Anaheim Ducks/ Honda Center Mike Ruane National Community Renaissance James J. Scheinkman Snell & Wilmer LLP Christine A. Scheuneman Farmers & Merchants Bank of Long Beach David Schiegoleit Bank of the West Ernest W. Schroeder Schroeder Management Company, Inc. Mitchell Shenkin Enterprises Holdings John F. Simonis Paul Hastings LLP

David G. Meulmester KPMG LLP

Allen Staff Bank of America Merrill Lynch

Ethan Morgan J.P. Morgan

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

OUR MISSION:

TO IMPROVE LIVES IN ORANGE COUNTY

BY DELIVERING MEASURABLE LONG-TERM SOLUTIONS TO COMPLEX ISSUES IN EDUCATION, FINANCIAL STABILITY, HEALTH AND HOUSING. *Executive Committee Member

2019

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PEOPLE AT THE HEART OF OUR MISSION 2019 was an inspirational year of Doing More.

We continued to transform our county’s future through the dedication and commitment of the many visionary individuals, businesses and valued volunteers who work alongside us.

“IT ISN’T EQUIPMENT THAT WINS THE

Then, as we prepared this report in early 2020, our world, our nation and our community faced challenges we never expected. The COVID-19 global pandemic impacted everyone, but none more so than our most vulnerable neighbors. In response, Orange County United Way rapidly established our Pandemic Relief Fund. Powered by the unified energy and resources of volunteers and donors, it’s assisting thousands of households at imminent risk of homelessness as well as the shelter system that serves Orange County’s homeless population. It’s providing books and support to low-income students.

And we’re partnering with other nonprofits to supply basic needs such as food to our most vulnerable people and families.

GENE KRANZ, NASA FLIGHT DIRECTOR, APOLLO 11

While we’re not the only ones providing vital assistance, these extraordinary efforts show what makes Orange County United Way different: our team of passionate individuals who strive to provide equity and create opportunities for all.

Our unique mission is fueled by the strength of these dedicated people as well as our focus on local children, individuals and families, and our homeless neighbors.

No matter the circumstances, our approach is constant—we take action. Add our ability to bring the power of this entire community together with

BATTLES; IT IS THE QUALITY AND THE DETERMINATION OF THE PEOPLE FIGHTING FOR A CAUSE IN WHICH THEY BELIEVE.”

our accountability, data-driven mindset and record of delivering measurable outcomes against clearly defined goals, and we believe there is no other nonprofit better equipped to address Orange County’s human needs, now and in the future.

The people of Orange County United Way will continue to touch lives, one by one. We’ll work even harder to close more gaps, remove barriers and level the playing field for every single person in our community. We’re united to ensure every student has the opportunity to graduate, every individual can live a healthier life, every family is able to achieve financial stability, and everyone has a safe place to call home.

If you are already with us, thank you. If you’re ready to join us, read on to learn how to be a part of our mission to improve lives.

Sincerely,

Susan B. Parks President & CEO

LAST YEAR, WE SERVED 744,457 PEOPLE IN OC

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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. >

2019

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BECAUSE OUR MISSION IS OC—OUR COMMUNITY— WE’RE DOING MORE AND MAKING A BIGGER DIFFERENCE. We’re focused on one thing: our community. We believe that no matter your circumstances, everyone in this great county is connected.

Just as we’re all connected as OC residents, the key principles of Orange County United Way’s mission are intertwined: We’re compelled to work actively and collaboratively for equity for our children, self-sufficiency for our families, and humanity for our neighbors experiencing homelessness.

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< EQUITY FOR OUR CHILDREN

United Way is striving for long-term, sustainable change that will improve lives for more people in our community.

And we’re providing opportunities for everyone to take part in making Orange County even better.

< SELF-SUFFICIENCY FOR OUR FAMILIES

2019

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Orange County United Wayâ&#x20AC;&#x2122;s unique approach to tackling the interconnected challenges in our community magnifies our ability to make sustainable change and improve lives.

2019 VALUE TO OUR COMMUNITY

$18,176,695

Program Support

$17,692,378

OC Free Tax Prep Refunds

$4,189,076

Tax Preparation Fee Savings

$1,236,617

Emergency Food and Shelter Distributions

$837,105

Volunteer Hours

$590,064

Savings to the Community by Housing Homeless People

$121,502

Donated Goods

< HUMANITY FOR OUR NEIGHBORS EXPERIENCING HOMELESSNESS

= $42,843,437 >

Your contributions + our results delivered maximum value this year.

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MISSION:

HOUSING

We believe the solution to homelessness is a home: Moving into permanent housing with supportive services gives a person a solid foundation to rebuild their life.

In 2019, we helped more people find permanent housing and introduced new public awareness programs to overcome misperceptions and inspire community members to advocate and participate in this issue.

Weâ&#x20AC;&#x2122;re ending homelessness in our community

>

2019

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> Army veteran Day returned from

deployment in 2012 and was diagnosed with PTSD. Even working 60-hour weeks and two jobs, she couldn’t build enough savings for move-in costs plus rent. Day became homeless and was living in a borrowed car.

Her situation seemed hopeless.

But then our WelcomeHomeOC program helped her find an apartment where she could use her housing voucher. She pays 30% of her income toward the rent on her new home.

“I think I would still be living in a car right now without United Way.” — Day

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A year of empowerment

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In its second year, our United to End Homelessness initiative tackled the immediate need to help individuals and families experiencing homelessness find a place to call home.

Housed 30 in 30 days Our â&#x20AC;&#x153;House 30â&#x20AC;? campaign raised $500,000 in 30 days. These funds covered expenses to help house 30 local individuals and families with disabilities and opened the door for additional housing vouchers for Orange County.

WelcomeHomeOC housed 100 In its first year, WelcomeHomeOC housed more than 100 people, ending their homelessness. Our program was endorsed by the Apartment Association of Orange County, with 38 apartment owners joining our network.

Foster Youth to Independence Our new campaign through WelcomeHomeOC housed 25 former foster youth. We helped them find a place to call home using new Foster Youth to Independence vouchers issued by the U.S. Department of Housing and Urban Development (HUD).

When HUD Regional Administrator Christopher Patterson, a former foster child, visited in 2019, he met Christian, one of the voucher recipients. Christian proudly gave a tour of his apartment in Tustin, which was located and furnished with the assistance of United Way. He and other OC residents who have aged out of foster care are creating new, self-sufficient lives, thanks to this collaborative program.

Homelessness 101 reached 18 OC cities Our Homelessness 101 classes helped educate, dispel myths and provide best practices for solving homelessness.

$2.9 million to house homeless veterans

New pilot champions housing solutions

State Assemblywoman Cottie Petrie-Norris secured a $2.9 million allocation from the California state budget to expand WelcomeHomeOC and help end Veteran Homelessness in our county.

We piloted a Housing Champion Advocacy Network to organize ground-level support. Champions are motivated and mobilized to urge elected leaders to create supportive housing solutions as quickly as possible.

HOUSING 2019

> Changing hearts and mindsâ&#x20AC;&#x201D;The first United to End Homelessness mural was painted by local artist Brian Peterson at the First United Methodist Church of Costa Mesa, igniting conversations about what solves homelessness through creativity.

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We believe itâ&#x20AC;&#x2122;s possible to get more individuals and families on the path from surviving to thriving. In 2019, our programs and services enabled more people to get better-paying jobs, boosted financial literacy and helped hard-working people get the economic returns they deserve.

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MISSION:

INCOME

Weâ&#x20AC;&#x2122;re helping more OC individuals and families become financially secure

2019

> Sheryll was on her way to

a college degree when she divorced. To make ends meet for herself and three children, she gave up school to work multiple jobs. Then UpSkill OC turned things around. A career assessment helped Sheryll identify her talents in computer science. After a training program with UpSkill OC partner CISOSHARE, a local cybersecurity firm, she landed an internship and then a fulltime job. Sheryll tripled her income within two months.

“Feeding my kids and keeping a roof over their heads always has to come first. When I got into UpSkill OC, United Way helped me get the qualifications for a job that pays more. I have financial security and the confidence to support my family.” — Sheryll

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SparkPoint OC keeps empowerment within reach

Edwards Lifesciences adopted the new SparkPoint OC financial empowerment center at Washington Elementary School, volunteering time and energy to improve financial stability for their neighbors.

OC Free Tax Prep program broke records

20,750

Program participants helped

33

Partnerships with local organizations

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Easily accessible financial education and coaching give residents resources and support to set goals and thrive.

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61

Sites supported throughout Orange County where eligible taxpayers could file taxes free of charge and maximize their credits and refunds

INCOME 2019

UpSkill OC celebrated its one-year anniversary >

This Orange County United Way program bridges a growing gap in our county with training and a job pipeline. UpSkill OC connects employers that need more middle-skills workers with people who need living-wage jobs. Based on its success in OC high-growth sectors like high tech, healthcare and transportation, the program is rapidly expanding to help more residents.

In 2019, with SparkPoint OC >

301

People became more financially empowered

203

Individuals and families stabilized their housing

500

Trained volunteers

$17,692,378

Federal refunds received by program participants, including over $4.8 million in Earned Income Tax Credits (EITC), saving $4.2 million in tax preparation fees

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$21.9 MILLION Positive economic impact on our community

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We believe that improving health for Orange County’s children and families requires a multifaceted approach. We sustained our efforts in 2019 with impactful new and continuing partnerships. We’re fighting hunger. And more schools are educating students and their families about the benefits of healthy eating and active living.

MISSION:

HEALTH

We’re providing better access to nutritious food and encouraging healthy, active lifestyles

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2019

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“When I’m by myself and get hungry, sometimes I make cereal or eat chips. But now my mom gets to go to the food pantry. She gets apples, potatoes and asparagus.

I learned about eating healthy at school and I like having fruits and vegetables in our house.” — Jayden

> Preparing wholesome meals was

challenging for Jayden’s parents.

They hold multiple jobs to support the family; fresh produce and meats are luxuries. A food pantry sponsored by the Women’s Philanthropy Fund visits their son’s elementary campus monthly, and they make sure to get there. It has been a huge relief to give Jayden the nutrition he needs so he can do well in school and grow up strong. In addition, Jayden’s mom and dad have gotten involved with the parent committee at their son’s school to advocate for after-school programming to keep kids active and ensures that school lunches include healthy choices.

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Our Healthy Food Provision program, supported by the Wells Fargo hunger grant, continues to increase the availability of nutritious, fresh food as well as an understanding of the need in our community.

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5,942,172 POUNDS OF PRODUCE

The event, presented by title sponsor CISOSHARE, sparked friendly rivalries.

352 players on 16 corporate teams went head-to-head with NAIOP SoCal and Bank of America teams going into the finals.

At the heart of our Healthy Schools Initiative, active partnerships support the succes Paul Revere Elementary, our fourth healthy school, is the site of our first Impact Hub, promoting student success, healthy lifestyles, financial empowerment and housing stability at a convenient, central location.

In 2019, Paul Revereâ&#x20AC;&#x2122;s achievements earned the Silver designation from the Alliance for a Healthier Generation.

HEALTH 2019

Over the last two years, our program turned nearly six million pounds of produce into 4,951,810 meals for 175,813 households, feeding 534,472 individuals.

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> In April, the Orange County United Way Womenâ&#x20AC;&#x2122;s Philanthropy Fund teamed up with the Anaheim Elementary School District and the LA Chargers to emphasize the importance of 60 minutes of physical activity. Students at Paul Revere Elementary School had fun learning football skills and met players at the Play 60 Junior Chargers Training Camp.

Two sessions welcomed 180 second, third, fourth and fifth graders.

Raising awareness and funds to combat childhood obesity, Orange County United Wayâ&#x20AC;&#x2122;s inaugural Corporate Soccer Cup scored big.

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ss and well-being of every child.

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Chargers cornerback Casey Hayward and teammates joined us in November to serve Thanksgiving meals to 150 students and families at Washington Elementary School in Santa Ana, the location of our newest SparkPoint OC financial empowerment center.

150 Meals served to students and families

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Although the high school graduation rate for Orange County students exceeds the statewide average, students who are socioeconomically disadvantaged are earning diplomas at a lower rate. We believe that even one OC dropout is one too many.

We supported more local students to excel in school and prepare for a productive life.

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MISSION:

EDUCATION

Weâ&#x20AC;&#x2122;re increasing high school graduation rates in underserved districts

2019

> As Mario entered his junior

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year at Santiago High School in Garden Grove, his future seemed uncertain. Evicted from their apartment, his family moved in with his grandparents who live in Anaheim. The long commute to school and a job added stress.

The bright spot for Mario came when he landed an internship with the City of Westminster through Youth Career Connections. He finished the year with a 4.0 GPA, real-world experience and the confidence to pursue his college and career aspirations.

“Life is not a game where if you mess up you can restart all over.

I want to succeed in life, and I plan to take my family with me for us all to succeed.” — Mario

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Local high schoolers grow in Youth Career Connections More than 30 businesses took part in Orange County United Wayâ&#x20AC;&#x2122;s learning initiative that gives local high school students hands-on, work-based experiences through summer internships, classroom speakers, field trips, teaching learning panels and more.

64 summer interns participated, doubling the number of students over 2018, proving the popularity of this program.

2018 2019

5,390 students participated in Destination Graduation We partnered with administrators, teachers, and parents to provide 10% more middle school and high school pupils with comprehensive support aimed at bolstering their skills, confidence, and likelihood to graduate.

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In addition, 127 at-risk students at Anaheim and Western high schools received dropout prevention services, encompassing academic, social and emotional support.

Meeting all these needs often increases academic productivity, leading to higher graduation rates.

Younger students are a focal point of our education mission too Our Early Grade Literacy initiative put 32,178 books and school supplies into the hands of young learners. Our annual book drive collected 18,947 books. 12 Little Free Libraries throughout the county make books readily available to children.

32,178

18,947

12

SCHOOL SUPPLIES

BOOKS COLLECTED

LITTLE FREE LIBRARIES

>

EDUCATION

>

2019

Youth Career Connections corporate partners include the OC Sheriffâ&#x20AC;&#x2122;s department, Google Fiber, Kelley Blue Book and others. Educational partners include the Orange County Department of Education, Anaheim Union High School District and Garden Grove Unified School District.

We received the 2019 Partners in Educational Excellence Award for Positive Impact on Student Achievement from the Association of California School Administrators. Weâ&#x20AC;&#x2122;re proud of this recognition for our partnership with the Anaheim Union High School District and its positive impact on student achievement and learning.

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2019 MISSION ACTIVATIONS In 2019, Orange County United Wayâ&#x20AC;&#x2122;s mission soared to incredible new heights. The passion, participation and generosity of our partners, donors and friends is our rocket fuel.

365 CORPORATE PARTNERS embodied the true spirit of philanthropy and service to their local community with their support.

32,918 VOLUNTEER HOURS added energy and expertise to our work in 2019. Volunteer engagement and enthusiasm made a difference in changing more lives and reaching our goals.

2019

2018

2019

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Philanthropy Cloud: A New Tool for Corporate Social Responsibility Another way weâ&#x20AC;&#x2122;re changing lives is by embracing digital transformation. Philanthropy Cloud is a new technology platform, powered by United Way and Salesforce, designed to energize and connect employees.

Philanthropy Cloud is like a social network; it makes employee engagement familiar, easy and transparent.

With content and services for workplace giving and volunteering in one place, itâ&#x20AC;&#x2122;s helping Orange County businesses build deeper connections with their people and accelerate their local impact.

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> Employees set their unique philanthropic interests and preferences. Employers can manage campaigns, track volunteer opportunities and hours, *2019 create Rally forteam Changeand Award Winners and Nominees corporate goals and assess corporate social responsibility metrics.

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Thank you for improving local lives and for taking an active part in making Orange County even better.

3M Company 7up & RC Bottling Company, a subsidiary of Dr Pepper Snapple Group Abbott Laboratories ACCO Engineered Systems ADP Automatic Data Processing Aegion – Brinderson AERA Energy LLC Aerojet Aetna U.S. Healthcare Inc. Air Products and Chemicals, Inc. Alcon Labs Alliance Data Alliance Health Care Services, Inc. Alliant Insurance Services Allied Solutions Allstate Insurance Co. Alta Resources American Express Foundation American Modern Insurance Group American Water Ameriprise Financial AmerisourceBergen Ametek Aerospace Gulton-Statham Amway/Nutrilite Anaheim Ducks – Hockey Center/Anaheim Arena Anaheim Elementary School District Anaheim Union High School District Angels Baseball LP Anthem Antis Roofing and Waterproofing Aon Applied Medical Resources Corporation Armanino ARMS Business Solutions – Enterprise Holdings Arrowhead Products Arthur J. Gallagher & Co. Assurant Specialty Property AT&T Automobile Club of Southern California*

Avanir Pharmaceuticals Avanos Avanti Restaurant Solutions Avery Dennison Baker Furnace, Inc. Bank of America* Bank of Hope Beckman Coulter, Inc. Behr Paint Bentley Systems 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 Brookfield Properties Burns & McDonnell* C.R. BARD Neomend, Inc., Subsidiary of Davol Inc. California State Employees Canyon Democrats Capella Education Company Cargill, Inc. Carpet Concepts Caterpillar Centralia School District CenturyLink Chapman University Charitable Ventures Chevron Corporation Children & Families Commission of Orange County CIBC World Markets Corp.

CIGNA Companies Citibank Citi Community Development 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 Coast Community College District Coca Cola Bottling Company Collins Aerospace Comcast Corporation Comerica Bank, Inc. Commercial Metal Forming CommScope Community Action Partnership of Orange County Costco Wholesale County of Orange Crowell & Moring LLP* CRST International CSA International Cushman & Wakefield DatCard Systems Deloitte.

Delta Airlines Disneyland Resort* Divine2Win Foundation of Success Inc. Dorsey & Whitney LLP East West Bank Eaton Aerospace* Eco Engineering, Inc. Ecolab Inc. Edwards Lifesciences LLC* Eli Lilly & Company EMC Corporation EMC Insurance Endologix Enterprise Community Partners Enterprise Rent-A-Car* Ernst & Young LLP* Esterline/Palomar Products Exelon Corp.

Experian Experis Finance Express Scripts Farmers & Merchants Bank of Central California FedEx Corporation Ferruzzo & Ferruzzo, LLP Fiat Chrysler Automobiles, FCA US LLC Fifth Third Bank

First American Equipment Finance First Bank FirstService Residential California, LLC* Fishel Company FivePoint Holdings, LLC 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 Genuine Parts Company Gibson, Dunn & Crutcher LLP GKN Aerospace Chem-tronics Inc. Global Payments Inc. Gloria Dei Lutheran Church Godinez Fundamental High School Golden State Foods Google Grant Thornton Graphic Packaging International, Inc. H & R Block Hanover Insurance HDR Hilton Irvine / Orange County Airport Hoag Holman ARI Group HomeGoods Corporate Office, TJX Companies, Inc. Homestreet Bank Honeywell, Inc. Hughes Marino Huntington Beach City School District

Huntington Beach Union High School District IBM Corporation Idexx Laboratories IMRI Information Management Resources Inc. Ingram Micro Insight Investments Corp.

Insperity Interior Architects Internal Revenue Service Irvine Chamber Education Foundation Irvine Unified School District ITW Johnson & Johnson Johnson Controls Inc. JP Morgan Chase & Co. Kaiser Permanente Medical Center KCOMM Kellogg Company Kemper Corporation – Infinity Insurance Kendra Scott Key Information Systems KeyBank Kimberly-Clark Corporation Korn-Ferry International KPMG LLP* L3Harris Technologies, Inc. La Habra City School District Latham & Watkins LLP Laureate Education, Inc. LeasingDesk – A RealPage Company Liberty Mutual – Helmsman Management Service Lindt & Sprungli (USA) Inc. Little Diversified Architectural Consulting* loanDepot Lon V. Smith Foundation Los Alamitos Medical Center, Tenet Calif. HealthSystems Los Angeles Chargers Macy’s Corp.

Magnolia School District MANPOWER

2019

Manufactured Housing Educational Trust Marshall B. Ketchum University Marshalls Dept. Stores, TJX Companies MGIC MHP Structural Engineers Microchip Technology, Inc. – Southwest Region Microsoft Corporation Miller-Coors Mission Hospital Regional Medical Center Mitsubishi Motors Morgan Keegan & Company, Inc. Morgan Stanley Smith Barney Motiva Enterprises LLC Motor Coach Industries Mr. Cooper MSA Systems, Inc. National Community Renaissance Nationwide Insurance Navy Federal Credit Union Newport Mesa Unified School District Newport Rib Company Newsong Church of Orange County NIKE, Inc. Nordstrom North Highland North Orange County Community College District North Orange County ROP Northern Trust Bank of California Northrop Grumman Space Technology NuVision Federal Credit Union Ocean View School District Olive Crest Homes & Services for Abused Children O’Melveny & Myers LLP Orange County Adult Achievement Center (OCAAC) Orange County Bar Foundation Orange County Business Council Orange County Business Journal Orange County Department of Education Orange County Fire Authority Orange County Soccer Club Orange County’s Credit Union Orange County Transportation Authority

Orange Unified School District Orbital ATK – Northrop Grumman Innovation Systems O’Reilly Auto Parts Pacific Dental Services Pacific Life Insurance Company* Pacific Premier Bank Pacific Western Bank Parker Aerospace Parker Hannifin Paul Hastings Paychex PCL Construction Services, Inc. People’s United Bank PetSmart Corporate Pfizer, Inc. PIMCO Advisors L.P. Pinnacle Communities Pitney Bowes, Mailing Divison/ Copier & Fax Divison Placentia-Yorba Linda Unified School District PNC Financial Services Group PolyOne Corporation PricewaterhouseCoopers LLP Principal Financial Group Professional Community Management Professional Community Management – Laguna Woods Village QSC Audio Rancho Santiago Community College District Raymond James & Associates, Inc. Raytheon Company RGP – Resources Global Professionals Ricoh Corporation Right Management Consulting, Inc. Rockwell Automation Rutan & Tucker LLP Ryder Truck Rental Saddleback Memorial Medical Center Saddleback Valley Unified School District Sage Hospitality Santa Ana Unified School District Savanna School District Scan Health Plan SC Johnson Wax Fund, Inc.

Scantron Corporation Schroeder Management Company, Inc. Schweitzer Engineering Laboratories Sentry Insurance SES Insurance Brokerage Services, Inc. Siemer Institute for Family Stability Sierra Wireless Sirius Computer Solutions Snell & Wilmer, LLP* Songstad Randall Coffee & Humphrey LLP South Coast Plaza South Orange County Community College District Southern California Edison Sprint Western Division, U.S. Sprint St. Andrew’s Presbyterian Church of Newport Beach St. Jude Medical Center Stanley Black & Decker State Farm Insurance State of California – California Department of Veterans Affairs State of California – Community Services and Development Steelcase Sales Irvine Steve Mihaylo and Louis Mihaylo Foundation SUEZ Water Technologies & Solutions SunTrust Banks, Inc. Sunwest Bank SWBC Mortgage Synchrony Financial Synoptek Target Corporation* Tarsadia Foundation TD Bank Telamon Corporation Temple Beth El of South Orange County Texas Instruments The Aerospace Corporation The Boeing Company The California Endowment The Grove Group The Keller Group Investment Management, Inc. The Laguna Playhouse The Owl Foundation

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The Robinson Foundation The Standard – Standard Insurance Company The Word and Brown Companies* Theodora Oringher PC Thermo Fisher Scientific Timken TJ Maxx Division, TJX Companies tk1sc TKC Holdings Travelers Insurance Tremco Incorporated Troutman Sanders LLP Tustin Unified School District Underwriters Laboratories, Inc. Union Bank Union Pacific Railroad Co. United Airlines United Launch Alliance UnitedHealthcare United Ways of California 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. Ware Malcomb* Wells Fargo Western & Southern Financial Group Western Digital Corporation Western National Group Westminster School District WEX, Inc. WISEPlace Wood, Gutmann & Bogart Insurance Brokers Workday Inc. Xerox Corporation Zions Bank

*2019 Rally for Change Award Winners and Nominees

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COMMUNITY IMPACT CHAMPIONS Strong alliances of Orange County visionaries join us to make meaningful change and provide vital, strategic financial support.

Nearly 400 distinguished local leaders set the standard for philanthropy as members of the Alexis de Tocqueville Society, magnifying their impact through affinity groups such as the Womenâ&#x20AC;&#x2122;s Philanthropy Fund, Bench & Bar and Real Estate Community Builders.

Those in the Presidentâ&#x20AC;&#x2122;s Circle focus their extraordinary generosity on making a difference here in Orange County.

2019

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PRESIDENT’S CIRCLE MEMBERS AS OF JUNE 2020

Thomas and Bonnie Abate

Adrian and Kristen Griggs

Mark Powell and John Flemming

Kristen Allison

Donna Hansen

Shirley and Steve Quackenbush

Steven and Kristy Allison

Mark and Laurie Henigan

Michael Ray

The Bob and Joni Alter Family

Jeff Hittenberger

Mr. and Mrs. Rick Rayson

Greg Amparano

Sinan Kanatsiz

Tom Rogers and Sally Anderson

Mr. and Mrs. Joseph Andrukaitis

Timothy and Marianne Kay

Bill Rooklidge

Dawn and Charles Antis

John and Melinda Kehl

Steve and Kimberly Roush

Lawrence R. and Sandra C. Armstrong

Jackie and Steve Kelley*

Daniel Sasse and Anne Brafford

Nandakumar and Mrudula Jyothi Cheruvatath

Jim Scheinkman and Cindy Eden

Greg and Cathleen Backley Shirin Behzadi and Perzan Irani

Sarah and Randy Lake

Denise Schuler

Dennis and Carol Berryman

Marc and Tina Ley

Mitchell Shenkin

Sherri Bovino

Kenneth and JoAnn Lickel

John and Renee Simonis

John and Tasia Boyle

Lisa and Mark Locklear

Chahira Solh

Jeff, Carol and Becky Burch Gregory Burden

The Masson-Shaffer Family Foundation

The Nancy and Geoffrey Stack Family Foundation

Darryl and Karla Button

Paula Mattson

Tom and Marilyn Sutton

Antonella Castro and Bradley Schumacher

Geraldine and John McGrath

Jeffrey Thomas

Gene and Rose Mergelmeyer

Shelley Thunen

Kathy and Joe Celentano

Norman and Suzanne Metcalfe

John Valenta

Steve and Cinda Churm

David and Barrie Meulmester

Rao and Rani Varanasi

Timothy and Madeleine Clyde

Michael L. and Nancy B. Meyer

Leslie R. Cole

Michele Miller

Dr. John W. Via III and Jennifer Via

Victoria and David Collins

Renita Mollman

Megan and John Waldeck

Roger and Marjorie Davisson

Ann and Jim Morris

Gary Wescombe

Dilanthi De Alwis-Mummert

Susan D. Morrison

Larry Wood

Therese DeGroot

Michael and Karen Murtaugh

Tracy Wood

Delia Delgado

Linda and Mike Mussallem

Anne and Don Yahn

Patrick and Hon. Diane B. Dixon

The Myers Family Foundation

Richard and Lisa Yates

Kevin Dorse

Peter and Gail Ochs

Peter and Cindy Zofrea

Laurie and Scott Dubchansky

Anonymous Donors (21)

Kari and Chris Durham

Kevin O’Grady and Nella Webster O’Grady

Bruce and Anne Fettel

Susan B. and Dennis Parks

Suzanne Fradette and Steve Tucker

Bill and Camille Pedigo

Artyn and Max Gardner*

The Podlich Family Fund

*President’s Circle Co-Chairs

Peggy Penjoyan

Donna and Ernest Schroeder

We shared our community’s progress on our 10-year strategic plan, revealing measurable results.

At the five-year midpoint, we’ve reached our goals for education and income ahead of schedule.

So we announced updated FACE 2024 2.0 goals that identify how to best focus our efforts to maximize impact in all four areas.

JUN

• Day of Action

Women’s Philanthropy Fund Breakfast MAY

APR

4th Annual Scorecard Event

• Read for the Record MAR

FEB

JAN

• Local, Global & Me – Part 3

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ANNUAL EVENTS

2019 Scorecard Event confirmed we’re Doing More

2019

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Rally for Change was a blast

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Enthusiasm levels were out of this world as we celebrated more than 365 corporate partners, philanthropists, community leaders and advocates. United Way workplace campaigns were launched, a social media wall extended engagement beyond the venue and prize drawings kept the energy high.

Dimensions in Giving Award Pacific Life received the top honor recognizing active community service and commitment to our mission as well as fundraising for United Way’s Community Impact Fund.

• Foster Youth to Independence Campaign DEC

• L.A. Chargers Casey Hayward Thanksgiving Meal

• UpSkill OC First Anniversary Celebration NOV

Rally for Change

• Philanthropy Cloud Launch

• United to End Homelessness Mural Unveiling

OCT

AUG

• United Way Corporate Soccer Cup

JUL

SEP

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• Youth Career Connections Culmination Celebration

Michelle Moreno, a supply chain analyst for 3M Meguiar’s, received the new Employee Campaign Manager of the Year Award.

Sweet 16: Women’s Philanthropy Fund Breakfast

On its 16th anniversary, more than 900 community leaders helped raise $500,000 to tackle challenges facing local women and children.

$500,000

Bank of America served as Champion Sponsor for this highly anticipated event.

Paul Revere Elementary third-graders Micah and Jazlyn charmed the crowd as they shared how the Impact Hub at their school—a project of the Women’s Philanthropy Fund and the first in our county—has made a difference for students and their families.

Keynote speaker and celebrity guest Erin Andrews shared her inspirational journey to success.

32 | Annual Report

FINANCIALS IN 2019, ORANGE COUNTY UNITED WAY RAISED $18,176,695 TO DO MORE TO CHANGE THE LIVES OF CHILDREN AND ADULTS ACROSS OUR COMMUNITY. 2019 revenue support

Investments in programs and people

$18,176,695

79% GRANTS AND PROGRAMS 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

15% FUNDRAISING Includes the costs associated with raising money to support our mission

56%

28%

15%

1%

$10,196,841 includes funds raised through United Way campaigns at participating companies whose employees live and/or work in Orange County

$5,048,981 includes events as well as corporate and community grants

$2,837,646 includes individuals giving outside a workplace campaign

$93,227 includes bequests and planned gifts

WORKPLACE

OTHER

COMMUNITY

ENDOWMENTS

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

2019

2018–2019 statements of financial highlights

6/30/2018

6/30/2019

Total Assets

$27,853,960

$22,773,248

Less Total Liabilities

$(6,302,973)

$(3,450,846)

Total Net Assets

$21,550,987

$19,322,402

STATEMENT OF FINANCIAL POSITION

STATEMENT OF ACTIVITIES Annual Campaign

$15,609,484

$18,083,468

Endowment Gifts

$296,942

$93,227

$15,906,426

$18,176,695

Other Income

$1,388,032

$643,341

Provision for Uncollectible Pledges

$(398,045)

$(604,510)

$16,896,413

$18,215,526

$6,336,920

$6,116,105

$6,774,112

$6,270,785

$3,190,651

$3,387,658

$16,301,683

$15,774,548

$594,730

$2,440,978

Net Assets – Beginning of Year

$20,956,257

$21,550,985

Net Assets – End of Year

$21,550,987

$23,991,963

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 2018 and 2019, 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

UnitedWayOC.org