Leading the Way
2016 REPORT TO THE COMMUNITY
1
2016 BOARD OF DIRECTORS
Last year we helped
386,201
OFFICERS Susan B. Parks, Chair iCountTM Wellness at WalkStyles
Hector J. Infante Chevron
Ian Leisegang, Vice Chair J.P. Morgan
Michael A. Johnson Automobile Club of Southern California
Suzanne Fradette, Treasurer PricewaterhouseCoopers LLP
Jacqueline A. Brya Kelley Ernst & Young LLP
Steve Churm, Secretary FivePoint Communities
Robert E. Kent Key Information Systems
Max L. Gardner, President & CEO Orange County United Way
Ken Lickel Community Volunteer
Steven D. Allison Crowell & Moring LLP
John P. McGrath, PhD Edwards Lifesciences
Ben Alvarado Wells Fargo Orange County Coastal Bank
Bill Mecklenburg SES Insurance
Sherri Bovino 1st Flagship Company
David G. Meulmester KPMG LLP
Paula Campbell Edison Energy
Nancy Meyer Community Volunteer
Nicole Carrillo Hall Opus Bank
Keith Morrison NBC TV
Antonella Aloma Castro Mobilitie, LLC
Tam Nguyen Advance Beauty College
Timothy S. Clyde Katzkin Leather
Shirley Quackenbush Merrill Lynch
Karen D. Conlon Sequoia Grove Consulting
Michael Ray Western Digital Corporation
Michael Feldman Union Bank
Mike Ruane National Community Renaissance
Dr. Mildred Garcia California State University Fullerton
Scott Sampley Enterprise Holdings
Joseph C. Hensley US Bank
Ernest W. Schroeder Schroeder Investment Partners, Inc.
Jeff Hittenberger Orange County Department of Education
John F. Simonis Paul Hastings LLP
Sandra Hutchens Orange County Sheriff’s Department
Candice Stack Whitten PIMCO John Valenta Deloitte Advisory
ORANGE COUNTY UNITED WAY | 2016 REPORT TO THE COMMUNITY
people in OC
FACE 2024 Goals CUT THE HIGH SCHOOL DROPOUT RATE
IN 1/2
INCREASE HEALTHY YOUTH
BY 1/3
CUT THE PERCENTAGE OF HOMELESS CHILDREN
IN 1/2
REDUCE FINANCIALLY UNSTABLE FAMILIES
BY 25%
Leading the Way.
2016 Report to the Community To create long term change, we must act collectively as communities—altering the conditions that affect local children, families and individuals. The nature of our work is complex and calls for leadership, driven by United Way’s singular focus and expertise. A key element of our work is to unite all local stakeholders to act collectively in support of the long-term success of our community. Our role is to listen, collaborate, convene experts in key fields and invest in initiatives that address root causes. By tackling the interconnected issues that jeopardize the long-term stability of children and families in Orange County, we will see measurable improvements economically and socially. Two years into our FACE 2024 communitywide plan, we continue to focus on the critical needs of Orange County—bringing the right people and ideas together, leveraging contributions, investing in programs with proven results and using our collective voice to make a difference. Our model ensures collaboration, efficiency and accountability, as we work to create a stronger community. Together, we fight for the education, health, housing and financial stability of every person in Orange County. We do this by: Making sure children succeed in school and graduate from high school. Educating parents about the importance of healthy choices while increasing access to nutritious food and safe active places to play in schools and neighborhoods throughout the community. Opening up access to stable housing while advocating for and urging local cities to increase affordable housing units. Helping families and individuals achieve stability through sustained employment and financial coaching. While we can celebrate the results that have been achieved so far, we cannot rest as long as there are children and families that do not have the same opportunities to succeed as the rest of the community. Thank you for helping us lead the way to a stronger Orange County.
Max L. Gardner President & CEO
3
Ensuring children graduate on time and ready to succeed. By 2018, the majority of California jobs will require education beyond high school. However, less than half of California high school graduates will be college ready. In Orange County, 2,300 high school students dropped out last year. To cut the high school dropout rate, we focus on proven programs and initiatives from early grade reading to career readiness, so that more at-risk youth stay in school and are prepared for college and 21st century careers.
ORANGE COUNTY UNITED WAY | 2016 REPORT TO THE COMMUNITY
TOGETHER, WE’RE CUTTING THE HIGH SCHOOL DROPOUT RATE
IN HALF
“If we don’t get dramatically more children on track as proficient readers, the United States will lose a growing and essential proportion of its human capital to poverty
“If you lack housing and education, your health and employment are affected… they’re all tied together. When young people drop out they forfeit their chances.
Intervening at lower grades sets the foundation for education.”
and the price will be paid not only by the individual children and families, but by the entire country.”
—AL MIJARES, SUPERINTENDENT OF SCHOOLS, ORANGE COUNTY DEPARTMENT OF EDUCATION
—ANNIE E. CASEY FOUNDATION
Last year we helped...
14,116
750
17,049
STUDENTS PARTICIPATED IN DESTINATION GRADUATION
EARLY GRADE READERS REACHED KEY READING MILESTONES
STUDENTS PARTICIPATED IN COLLEGE AND CAREER READINESS PROGRAMS
UNITED WAY-LED STEM PROGRAM LAUNCHED AT SOME LOCAL MIDDLE SCHOOLS THANKS TO GRANTS FROM CHEVRON AND EDISON INTERNATIONAL.
GISEL IS GOING PLACES “When I was at my lowest point in high school,
Destination Graduation provided the support I needed, which ultimately led to me graduating with honors and with the confidence to take on new challenges. As a reward for my persistence through adversity, I won a full scholarship to NYU, my dream school. Today, I’m a double major in Business and Psychology and I am participating in a paid internship at Walt Disney World.” —GISEL, DESTINATION GRADUATION GRADUATE (PICTURED LEFT)
5
Reducing the childhood obesity epidemic Today, one-third of our local children are overweight or obese. These children have higher odds of carrying excess weight into adulthood, decreasing the quality and length of life and increasing healthcare costs. By focusing on innovative programs that include nutrition education, healthy food, physical activity and quality health care, we will increase healthy youth by one-third and reduce the childhood obesity rate.
ORANGE COUNTY UNITED WAY | 2016 REPORT TO THE COMMUNITY
TOGETHER, WE’RE INCREASING THE NUMBER OF HEALTHY YOUTH
BY 1/3
“Childhood obesity is a raging epidemic in every developing country.
Overweight and obesity, as well as their related diseases, are largely preventable. Prevention of childhood obesity therefore needs high priority.” —WORLD HEALTH ORGANIZATION
PATTY’S TRANSFORMATION “Physical activity and exercise is much more than building muscle and losing weight, it is a lifestyle choice that helps with everything—improving focus, deeper sleep, energy throughout
“The program opened my eyes— I changed old patterns and introduced healthier options for my family.
Families are becoming healthier and
Now we make better choices and I am more involved with my kids—hiking, riding bikes, walking the dog, we exercise together and we are growing a garden.”
spending more time together.”
—PATTY, CHILDHOOD OBESITY PREVENTION PROGRAM PARTICIPANT
the day, confidence and overall happiness.
—BRANDON FARMER, LEAD FITNESS TRAINER, SERVING KIDS HOPE
Last year, more children and families moved toward healthier lifestyles...
COMMUNITY
229,167
23,635
GARDEN
PEOPLE HAD ACCESS TO NUTRITIOUS, HEALTHY FOOD
CHILDREN BENEFITED FROM GUIDED PHYSICAL ACTIVITY
HUNDREDS OF VOLUNTEERS HELPED CREATE A 20,830 SQ FT GARDEN IN STANTON
7
Moving families and children into stable housing More than 26,000 local children are homeless or unstably housed. This negatively influences a child’s physical and behavioral health, social development and academic success. To cut childhood homelessness in half by 2024, we are providing homeless and unstably housed children and their families access to stable housing through rapid rehousing and financial stability programs that prevent future homelessness.
ORANGE COUNTY UNITED WAY | 2016 REPORT TO THE COMMUNITY
TOGETHER, WE’RE CUTTING THE PERCENTAGE OF HOMELESS AND UNSTABLY HOUSED CHILDREN
IN 1/2
Last year, more families had a safe place to sleep at night...
82
117
FAMILIES MOVED INTO PERMANENT HOUSING THANKS TO RAPID REHOUSING
FAMILIES ON THE BRINK OF HOMELESSNESS RECEIVED FINANCIAL COACHING AND OTHER SERVICES TO STAY HOUSED
“Homelessness in Orange County is closer than you think. We are all one or two
people away from people that are homeless. If we don’t address family instability, it will have a ripple effect for generations to come.” —SCOTT LARSON, EXECUTIVE DIRECTOR, HOMEAID ORANGE COUNTY AND CHAIR OF ORANGE COUNTY COMMISSION TO END HOMELESSNESS
STEPHANIE FOUND STABILITY “My three children and I lived in a motel for three months. It was unsafe, expensive and we were barely making it. Once I got into a Rapid Rehousing program, we moved to an apartment with an incremental rent structure. My case manager worked with me to restore my confidence and I was able to get a raise.
Now this is our home for good.” —STEPHANIE, RAPID REHOUSING PROGRAM PARTICIPANT
“Our nation is at its best when we open our arms, our minds and our hearts to our fellow Americans in need. We must never accept homelessness as a part of American life. If we all do our part, we’ll never have to.” —JULIÁN CASTRO, FORMER U.S. SECRETARY OF HOUSING AND URBAN DEVELOPMENT 9
Closing the poverty gap for local families Today, one in four Orange County residents live in poverty and nearly 40% of local families are ďŹ nancially unstable. Many are unable to increase their income, put aside savings or weather even a minor, unexpected crisis. Reducing financial instability by 25% by 2024 requires a communitywide, collaborative approach to provide working families with access to job training for better paying jobs, financial coaching, support services and tax credits.
ORANGE COUNTY UNITED WAY | 2016 REPORT TO THE COMMUNITY
TOGETHER, WE’RE REDUCING FAMILY FINANCIAL INSTABILITY
BY 25%
Last year, we helped change the equation for individuals and families...
17,539
“United Way has a comparative advantage to help our community.
Financial literacy and job development programs work hand in hand to stabilize families and create a more promising economic future.” —JIM DOTI, PRESIDENT EMERITUS, CHAPMAN UNIVERSITY
HARD-WORKING INDIVIDUALS AND FAMILIES RECEIVED TAX REFUNDS AND CREDITS ADDING UP TO $15.5 MILLION
2,283 ADULTS PARTICIPATED IN INNOVATIVE JOB TRAINING PROGRAMS
“We need to build a ‘Future of Work’ where hard work is rewarded with a fair wage, where
your zip code does not determine your destiny, where a growing economy works for everyone, where the wind at our back
2016 SPARKPOINT PROGRAM GRADUATES COLLECTIVELY REDUCED THEIR DEBT BY $236,000, INCREASED THEIR CREDIT SCORE BY 125 POINTS, INCREASED THEIR INCOME BY 5%, AND INCREASED THEIR SAVINGS BY A TOTAL OF $75,000.
propels everyone forward, where the rising tide lifts all of the boats in the water.” —THOMAS E. PEREZ, FORMER U.S. SECRETARY OF LABOR
DAINIE’S DETERMINATION PAID OFF “I was a successful business owner, but after the death of my husband, I was in bad financial shape and for the first time in my life, I was unemployed. I was desperate but determined to get a job, so I attended every computer class and resume development workshop offered. As my skills and confidence grew, I became not only self-sufficient,
I was able to get a job that I love.” —DAINIE, JOB TRAINING PROGRAM PARTICIPANT
11
Movers and Changers Financial support alone does not ensure that our community’s children, families and individuals have access to quality education, sustainable income, good health and stable housing. It takes people of action. Our Days of Caring volunteers give their time and talents to advance our work. It’s a motivating and inspirational way to give back.
DAYS OF CARING VOLUNTEER EVENTS “We know that our company can only be as strong as the communities we serve. Days of Caring are an extension of our engagement and our deep commitment to the community. We help struggling children and their families to improve their chances for success.”
Thank you to our Days of Caring Sponsor
—BEN ALVARADO, PRESIDENT, WELLS FARGO ORANGE COUNTY COASTAL BANK
“Participating in the Day of Caring was an inspiring experience. It was great to see our team come together with the school staff and other companies to make a difference in children’s lives. We believe that by investing in the community today, we can ensure a stronger and more sustainable community for tomorrow.” —KEVIN SHEEHAN, SUPPLY CHAIN MANAGER, FLUOR
“Through my experience with United Way, I see that the money raised goes back into the local community and to those who truly need it. To see the joy and hopefulness of children and families is an indescribable feeling. It’s true that the best way to find yourself is to lose yourself in service to others.” —MICHELLE P. MORENO, SUPPLY CHAIN ANALYST 3M AUTOMOTIVE AFTERMARKET, MEGUIAR’S INC.
ORANGE COUNTY UNITED WAY | 2016 REPORT TO THE COMMUNITY
Dimensions in Giving Our annual campaign kickoff breakfast highlighted the combined strength of Orange County’s business and community leaders. We presented awards to companies that made outstanding contributions to the success of last year’s fundraising efforts. Top honors went to Pacific Life for overall excellence in giving and volunteering. Pacific Life raised the most dollars for United Way’s Community Impact Fund and showed exemplary commitment of leadership and resources over the last year.
“By addressing the needs of our local communities, United Way helps keep the areas where we work, live and play, vibrant and thriving. We are proud to support their investment in building brighter futures for children and families throughout Orange County. —ADRIAN GRIGGS CHIEF FINANCIAL OFFICER, PACIFIC LIFE
Local Philanthropists Leading the Charge The Lickels have been investing in Orange County United Way for more than 20 years. In that time, Ken has served on many committees and he is currently on our Board of Directors. They live by the commandment, “Love your neighbor as yourself” as evidenced in their philanthropy to help others in need. Motivated by the words of Mother Teresa to ‘Look, see, and do something’, Ken and JoAnn serve and give back selflessly knowing what the impact of their efforts can be for our local community and abroad.
“United Way is the only non-profit in the County that can direct its funds to the most critical needs—Health, Housing, Financial Stability and Education—to really make a difference.” —KENNETH AND JOANN LICKEL TOCQUEVILLE SOCIETY, MILLION DOLLAR ROUNDTABLE MEMBERS
13
Highlights
2015-2016 Statement of Financials 6/30/2016
6/30/2015
TOTAL ASSETS
$27,501,133
$30,155,671
LESS TOTAL LIABILITIES
$(6,805,722)
$(8,768,351)
TOTAL NET ASSETS
$20,695,411
$21,387,320
ANNUAL CAMPAIGN
$18,083,803
$19,216,564
ENDOWMENT GIFTS
446,881
4,171,495
4,526
95,570
$18,535,210
$23,483,629
369
407,908
(365,550)
(377,589)
$18,170,029
$23,513,948
GRANTS AND PROGRAMS
$6,220,451
$6,269,982
DONOR DIRECTED GIVING
9,098,149
9,732,731
FUNDRAISING, ADMINISTRATION & GENERAL
3,543,338
3,379,665
$18,861,938
$19,382,378
$(691,909)
$4,131,570
$21,387,320
$17,255,750
$20,695,411
$21,387,320
STATEMENT OF FINANCIAL POSITION
Revenue Support $18,535,210
STATEMENT OF ACTIVITIES
IN-KIND CONTRIBUTIONS TOTAL ANNUAL CAMPAIGN
68% Workplace $12,659,754
OTHER INCOME PROVISION FOR UNCOLLECTIBLE PLEDGES TOTAL REVENUE
Includes charitable funds raised through United Way campaigns at participating companies whose employees live and/or work in Orange County
TOTAL GRANTS, DIRECTED GIVING AND EXPENSES CHANGE IN NET ASSETS
81%
NET ASSETS - BEGINNING OF YEAR NET ASSETS - END OF YEAR
Investments in Programs & People
Complete financial statements for Orange County United Way for fiscal year 2015 and 2016, audited by BDO USA, LLP, are available at www.unitedwayoc.org/accountability
ORANGE COUNTY UNITED WAY | 2016 REPORT TO THE COMMUNITY
Grants & Programs Includes issue expertise and research, program development and implementation, funding of nonprofit and educational service providers, community leadership and partnerships, public awareness and community education, advocacy, volunteer and donor engagement, and support staffing
In 2016, Orange County United Way raised $18,535,210 to ensure Orange County residents achieve their fullest potential.
23%
7%
Community $4,191,943
Other $1,236,632
Includes individuals giving outside a workplace campaign
Includes events, as well as corporate and community grants
11% Fundraising Includes the costs associated with raising money to support United Way’s mission
2% Endowments $446,881 Includes bequests and planned gifts
8% Administration & General Includes finance, IT and marketing services that support United Way’s mission
15
GIVE. ADVOCATE. VOLUNTEER.
18012 MITCHELL SOUTH, IRVINE, CA 92614 (949) 660-7600 | UNITEDWAYOC.ORG