2014 BOARD OF
DIRECTORS STEVEN D. ALLISON | Chair
JACQUELINE A. BRYA KELLEY
*
ROBERT E. PALMER | Vice Chair
*
Gibson, Dunn & Crutcher LLP
Community Volunteer
LISA LOCKLEAR | Treasurer
IAN LEISEGANG
*
MICHAEL A. JOHNSON | Secretary
*
Automobile Club of Southern California
Community Volunteer
MAX L. GARDNER | President & CEO
GREGG MARTIN
BEN ALVARADO
JOHN P. MCGRATH, PHD
SHERRI BOVINO
HENRY MENDOZA
PAULA CAMPBELL
DAVID G. MEULMESTER
STEVE CHURM
NANCY MEYER
KAREN D.CONLON
AL MIJARES
*
Crowell & Moring LLP
*
Ingram Micro, Inc.
*
Orange County United Way
Wells Fargo Orange County Coastal Bank 1st Flagship Company Edison International Orange County Register California Association of Community Managers, Inc.
SUZANNE FRADETTE
PricewaterhouseCoopers LLP
TERRY FEIT Deloitte LLP
MIKE FELDMAN Union Bank
DR. MILDRED GARCIA
California State University Fullerton
REGGIE GILYARD
The George L. Argyros School of Business and Economics Chapman University
JOSEPH C. HENSLEY US Bank
SANDRA HUTCHENS
Orange County Sheriff’s Department
HECTOR J. INFANTE Chevron
*Executive Committee Member
Ernst & Young LLP
ROBERT E. KENT
J.P. Morgan
KEN LICKEL
The Boeing Company Edwards Lifesciences
Link Murrel & Chang, LLP KPMG LLP
Buttoned Up, Inc. Orange County Department of Education
TRINA C. NORMAN UPS
DONALD H. PEARL
SkinMedica – An Allergan Company
SHIRLEY QUACKENBUSH Merrill Lynch
MICHAEL RAY
Western Digital Corporation
MIKE RUANE CalOptima
ERNEST W. SCHROEDER
Schroeder Investment Partners, Inc.
NELLA WEBSTER O’GRADY
*
Palo Capital
JAMES WILSON
*
Enterprise Rent-A-Car
Underneath everything we are, Underneath everything we do, We are people— Connected, Interdependent, UNITED. And when we reach out a hand to one, we influence the condition of all. That’s what it means to
LIVE UNITED.
ON THE ROAD TO 100 Everything we do at Orange County United Way is dedicated to creating opportunities for people in our community so they can live happier, healthier and more productive lives. As our organization has evolved, we have grown into an even stronger leadership role by leading collaborations and organizing partners from public, private and nonprofit sectors to help solve the most critical issues facing far too many individuals and families. At the core–we help people learn, grow, aspire and live their best lives by focusing on the building blocks of Education, Income, Health and Housing. Last year, because of you, more than 185,000 residents received a hand up. For many, the services were truly life-changing. For others, the support may be less dramatic, but each number is important because it means that one more person got a chance–and that people they had never met, nor likely ever will, cared enough to extend a helping hand. This year, we celebrate another milestone–our 90th year serving men, women and children in Orange County. As we near the century mark, we are dedicated to doing even more in the future by making significant, lasting changes that will truly alter the course of our community. In 2013, we launched FACE 2024, our 10-year, community-wide goals and action plan, focused on the well-being of the next generation. Yet we cannot move forward until we stabilize those with the greatest need in our community today. Creating lasting change requires a proactive approach by helping to prevent problems before they occur. By working collaboratively, we know we can change the community we see around us today by creating pathways to a better education, greater financial stability, permanent housing and healthier lifestyles. This work represents a streamlined and efficient structure and new goals and metrics to which we will hold ourselves accountable, as demonstrated in this report to our community.
Max L. Gardner President & CEO 3
what we do the
CHANGING THE ODDS FOR FAMILIES AND COMMUNITIES We improve lives by helping individuals and families achieve their human potential through education, income stability, healthy lifestyles and secure housing.
building blocks
for a good quality of life and inclusive economy are interconnected
education, income, health & housing
17.8 million
raised by more than 1,000 companies
and 40,000 donors to fuel innovative programs
80%come of our fundraising efforts from corporate partners
how we do it
CHAMPIONS FOR CHANGE SINCE 1924 As a 90-year old organization with a powerful brand influence, we focus on issue-specific priorities to drive change in a diverse community comprised of 34 cities and 28 school districts.
187,487
people
benefited from
United Way’s support of
life-changing programs
Over the next 10 years, we will FACE the challenges of our community.
FUND innovative and effective programs ADVOCATE for program and policy improvement COLLABORATE to achieve shared goals EDUCATE the community about critical issues
United Way... • EMBRACES COMMUNITY-WIDE ISSUES • PROVIDES SCALABLE SOLUTIONS • DEVELOPS COLLABORATIVE RELATIONSHIPS
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2,361 engaged and passionate volunteers
• ADDRESSES COMMUNITY SOLUTIONS AT SCALE
COMMUNITY PARTNERS AND CHANGE AGENTS
These partners include nonprofit organizations receiving grants from United Way as well as our corporate, public and community entities who are key partners in advancing our community-wide goals.
EDUCATION
Anaheim City School District Anaheim Unified High School District Boys & Girls Club of Laguna Beach Boys & Girls Club of Santa Ana Boys & Girls Club of Westminster Boys & Girls Clubs of Capistrano Valley Boys & Girls Clubs of Garden Grove Brookhurst Junior High California Center for 21st Century Learning California State University, Fullerton Californians Together The Cambodian Family Carr Intermediate School Century High School Chapman University Children & Families Commission of Orange County Closing the Latino Achievement Gap Summit Croul Family Foundation Discovery Science Center Edwards LifeSciences El Sol Science and Arts Academy of Santa Ana Friendly Center, Inc. Fullerton College Garden Grove Unified School District Girls Incorporated of Orange County Godinez Fundamental High School Hands Together A Center for Children Help Me Grow Orange County Huntington Beach High School Huntington Beach Unified School District Intervention for Early Childhood Center Katella High School KidWorks Community Development Corporation Latinos Unidos Mathematics, Engineering, Science Achievement (MESA) McFadden Intermediate Mendez Fundamental Intermediate School
Middle College High School North Orange County Community College District NOVA Academy OC STEM Initiative Orange Children & Parents Together Orange County Department of Education Paul Revere Elementary School Providence Speech & Hearing Center Read Aloud 15 Minutes Rehabilitation Institute of Southern California Roadtrip Nation Santa Ana College Santa Ana Unified School District Savanna High School Science@OC Segerstrom High School Snell & Wilmer, L.L.P. Southern California Edison South Junior High School Spurgeon Intermediate School St. Margaret of Scotland Episcopal School THINK Together University of California, Irvine Vital Link Orange County Westminster High School Willmore Elementary School YMCA of Anaheim
INCOME
AARP Foundation Tax-Aide Abrazar, Inc. Access California Services AIDS Services Foundation Orange County Aliso Viejo Family Resource Center Anaheim Community Foundation Anaheim Independencia Family Resource Center Anaheim Union High School District Bank of America
collective impact No single organization, governmental entity or individual has the ability to solve all of our community's most challenging problems. This is why we embrace a comprehensive approach called Collective Impact. United Way is uniquely positioned as a leader to engage people and organizations from across Orange County who bring passion, expertise and resources needed to get things done.
Bank of the West Boat People SOS - California The Boeing Company Boys & Girls Clubs of Garden Grove Boys & Girls Clubs of Huntington Valley California State Board of Equalization California State University, Fullerton Citibank and the CitiGroup Foundation City of Anaheim City of Brea Family Resource Center City of Irvine City of Santa Ana ClearPoint Credit Counseling Solutions Coastline Community College Community Action Partnership of Orange County Comunidad Latina Federal Credit Union Congresswoman Loretta Sanchez Consumer Counseling Service of Orange County Delhi Center Disneyland El Modena Family Resource Center Family Assistance Ministries Federal Deposit Insurance Corporation First Bank Girl Scout Council of Orange County Girls Incorporated of Orange County Goodwill Industries of Orange County Grandma’s House of Hope Hope Community Services, Inc. Hope Foundation Instituto Para La Mujer Internal Revenue Service Irvine One-Stop Center Irvine Valley College Jewish Federation and Family Services of Orange County J.P. Morgan Korean American Association of Enrolled Agents Korean American Federation Legal Aid Society of Orange County NeighborWorks Orange County Orange County Adult Achievement Center Orange County Community Housing Corporation Orange County’s Credit Union Parsian Family Resource Center Popular Community Bank Project Access Public Law Center Share Our Selves (SOS) Taller San Jose Trinity Law School Union Bank Vanguard University Vocational Visions Walmart Foundation Warp and Phil, LLC Wells Fargo West Anaheim Youth Center Women Helping Women Working Wardrobes for a New Start
HEALTH
2-1-1 OC Abrazar, Inc. Acacia Adult Day Services AccessOC, Southern California Age Well Senior Services AIDS Services Foundation Orange County Alliance for a Healthy Orange County Alzheimer’s Family Services Center Blue Shield of California Foundation Boys & Girls Clubs of Garden Grove CalOptima Camino Health Center
The Center Orange County Child Abuse Prevention Center Child Guidance Center, Inc. Children’s Health Initiative of Orange County Coalition of Orange County Community Health Clinics Community Action Partnership of Orange County Community SeniorServ, Inc. County of Orange Social Services and Health Care Agencies Covered California Covered OC Friendly Center, Inc. The Gary Center Giving Children Hope Health Funders Partnership of Orange County Healthy Smiles for Kids of Orange County Hurtt Family Health Clinic Institute for Healthcare Advancement Irvine Adult Day Health Services Kinship Center, A Member of Seneca Family of Agencies Laguna Beach Community Clinic Lestonnac Free Clinic Mariposa Women and Family Center Mental Health Association of Orange County MOMS Orange County Nhan Hoa Comprehensive Health Care Clinic Orange County Bar Foundation Orange County Health Care Agency Providence Speech & Hearing Center Raise Foundation Share Our Selves (SOS) South County Outreach Southwest Minority Economic Development Association (SMEDA) United Cerebral Palsy of Orange County United Ways of California Waste Not OC Coalition Western Youth Services YWCA of North Orange County
HOUSING
California Apartment Association South Coast/Orange County Division Casa Teresa Casa Youth Shelter Colette’s Children’s Home The Commission to End Homelessness Community Service Programs, Inc. Dayle McIntosh Center for the Disabled Families Forward Family Assistance Ministries Friendship Shelter, Inc. Grandma’s House of Hope Habitat for Humanity of Orange County Human Options, Inc. Illumination Foundation Interval House Laura’s House Mercy House Living Centers Miracles for Kids Olive Crest Orange County Rescue Mission Pathways of Hope Project Hope Alliance Salvation Army Orange County Siemer Institute for Family Stability Serving People in Need, Inc. South Orange County Alliance for Housing our Communities Straight Talk, Inc. Thomas House Temporary Shelter United Labor Agency of Orange County Villa Center Inc. WISEPlace
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EDUCATION The Cornerstone of Individual and Community Success EACH YEAR IN OUR COMMUNITY, N E A R LY 4 , 0 0 0 S T U D E N T S DROP OUT OF HIGH SCHOOL
2024 GOAL: became CUT THE HIGHchildren SCHOOL kindergarten-ready DROPOUT RATE IN HALF through our education programs
3,317
Some problems are simply too complex to solve with any single approach. To begin to turn back that trend, we need to work on several fronts — assist vulnerable families when their children are infants, improve classrooms from preschool through high school, provide after-school children became support and college assistance kindergarten-ready access, tackle the issue of through our education programs of 0-5 children that summer learning loss and get showed significant improvement much smarter about addressing in the cognative/learning skills students’ social and emotional needs at every stage. Through the power of partnerships, we are working across many fronts to tackle the gap in education.
3,317 43%
“We want Orange County to lead the state in the discussion of 21st Century Skills and Common Core Standards. After years of public outcry, many local school districts are shifting their attention in bringing awareness and a different approach for teaching and preparing our future leaders so they can compete in a global economy. Now is the time to seize this moment and have California lead by example.” — Senator Lou Correa
17,665 6
Infographic data is representative of 2013 Community Impact work
AT-RISK YOUTH
were provided with career exploration activities through
Destination Graduation
OUR STRATEGY Taking on the education challenge requires a commitment to education from birth-to-18 continuum. We can’t focus on high school alone. High school dropouts are 12 years in the making, usually starting with early education.
Read Aloud: 15 Minutes. Every Child. Every Parent. Every Day. It’s as simple as A-B-C. When parents and peers take 15 minutes from their day to read with a child in their lives, children are more prone to successfully pursuing their education. To ensure access to quality books, United Way launched a Virtual Book Drive to kick start this public awareness and volunteer engagement program.
The K-3 Read to Succeed Grants These two-year projects are designed to help students read at grade level by the end of third grade. K-3 Read to Succeed Grants support innovative programs with a demonstrated capacity to implement promising practices and enhance early grade literacy both within school and out of school environments.
OC STEM A growing network comprised of local funders, with a mission to partner with students, parents, teachers, businesses and schools, is helping to improve the quality and outcome of Science, Technology, Engineering and Mathematics (STEM) education to develop critical thinking skills for the creative and innovative leaders of tomorrow.
MESA The MESA program supports two Math, Engineering, Science and Achievement (MESA) classes at South Junior High School in the Anaheim Union High School District. During the first academic year, 62 educationally disadvantaged students were enrolled in the program and were able to excel and graduate.
MEET RODOLFO
Latinos Unidos
“For the past four years, Destination Graduation has truly helped me to find myself as a person and helped me with goals for the future. By 2024, I can picture myself not only being successful, but also at that point, beginning to start my family, beginning to start my career as a history teacher and working my way up to see what life has to offer. I LIVE UNITED because I believe that everyone has the potential to go to college.”
The first-of-its-kind career-mentoring program targeting Latino at-risk students is a district-wide program at the Garden Grove Unified School District. It features proven tutoring and academic support strategies, peer mentorship, community service, college preparation and social events in order to promote increased classroom participation and attendance.
Destination Graduation A unique county-wide partnership serving three school districts includes 14 schools that serve 2,000 at-risk high school students and their teachers with an enhanced academic program. This includes career exploration opportunities, field trips, on-site career mobile units, parental engagement training and exposure to local corporations and business leaders. 2014 represents the first graduating class from this program – and a 100 percent graduation rate.
DESTINATION GRADUATION STUDENT
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INCOME Helping Families and Individuals Achieve Financial Stability DUE TO ORANGE COUNTY’S HIGH COST OF LIVING, NEARLY 1 IN 4 OF OUR NEIGHBORS LIVE IN POVERTY
2024 GOAL: REDUCE THE PERCENTAGE OF FINANCIALLY UNSTABLE FAMILIES BY 25%
Helping Orange County’s most underserved population find secure financial footing makes sense for all of us. As individuals and families become more stable, the infrastructure of our community will improve. When more people have access to tools like employment training, financial literacy services and a path to decent jobs that pay living wages, the more these individuals and their families are able to contribute to Orange County’s economic growth and realize their full potential. To this end, we support a number of strategic approaches to ensure greater economic stability.
436
individuals were employed
as a result
of funded workforce development programs “Women Helping Women/ Men2Work would not be where it is today without the support of and partnership with United Way. We were able to launch our Employment Readiness Department, which has provided in-depth job placement services to thousands of people in our community.” — Janie Wolicki, WHW - Chief Executive Officer/Executive Director
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Infographic data is representative of 2013 Community Impact work
as a result
of funded workforce development programs
OUR STRATEGY We are focused on the obstacles that prevent families from getting ahead financially by addressing the most important factors in financial stability: career opportunities, skills improvement and guidance in financial management and empowerment.
1,638
people received job
training
and placement services
SPARKPOINT OC FINANCIAL EMPOWERMENT CENTERS
1,638
We aim to increase the financial literacy of low-income families and individuals by encouraging asset-building and retention, linking our neighbors in need with financial education, and providing mainstream financial resources and services. people received job training and placement services
WORKFORCE DEVELOPMENT PROGRAMS
We support programs that directly increase or provide employment opportunities for low-income individuals through job development, placement and/or employment retention services.
OUR INITIATIVES THAT ARE HELPING PAVE THE WAY TO GREATER SELF-SUFFICIENCY:
people received
literacy education services
• OC Free Tax Preparation services, including access to Earned Income Tax Credits • Bank On Orange County — access to starter bank accounts to enter the financial mainstream • Funding innovative job training and career development grants
5,812financial people received
literacy education services
nearly
14,000
people received free resulting in $11
5,812financial
tax filing services, million in refunds
SparkPoint OC helps individuals and families develop strategies specific to their financial goals
INCREASING INCOME
IMPROVING CREDIT SCORE
REDUCING DEBT
INCREASING ASSETS AND SAVINGS
linking clients to career opportunity exploration
monitoring and repairing credit
crafting a repayment plan that works within clients’ budgets
assisting with mainstream banking
MEET ESTEFANIA
SPARKPOINT OC Financial Empowerment Centers
“SparkPoint OC helped me in so many ways. I have my finances under control, I have a better credit score, a nice savings account−and I got help getting financial aid for college. It’s a constant juggle with work, family and school, but I am now able to make sure that everything balances out. I LIVE UNITED because I want a better future for my son.”
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Working Toward a Healthier Community MORE THAN 1/3 OF OUR LOCAL ORANGE COUNTY CHILDREN ARE OVERWEIGHT OR OBESE
2024 GOAL: INCREASE THE NUMBER OF HEALTHY YOUTH BY 1/3
HEALTH 65,429
individuals received meals or access to food
We believe that by strengthening the health of our neighbors in need, we can strengthen the health of our overall community. Studies find that improved standards of health lead not only to greater life expectancies, but also to increased overall economic productivity and output. Even minor illnesses can be a major financial burden for people in our community—and health problems in our youth lead to school absences, an early predictor for dropping out of high school.
60,534 people recieved
medical
services
“United Way has been an important leader in convening the nonprofit community ... to understand Covered California and Covered OC while encouraging development of collaborative efforts for its effective implementation. Covered California has been a critical component to getting people linked to affordable health care and to creating a pathway to a healthier life.” — Congresswoman Loretta Sanchez
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Infographic data is representative of 2013 Community Impact work
180,319
OUR STRATEGY By ensuring that more people have access to quality medical care, opportunities for nutritional education and physical fitness programs, we will improve the overall health of our community.
2-1-1 ORANGE COUNTY
180,319 number of medical visits provided
This 24-hour information and referral hotline connects vulnerable individuals and families to the health and human services they need. It facilitates collaboration between agencies, funders and the community, directing resources to where they are needed most. 2-1-1 serves as the primary source of health and human services information to support critical decision making in our community.
FAMILYWIZE PRESCRIPTION DISCOUNT CARD With this prescription discount card, individuals and families can purchase medicine at a discounted price if they do not have health insurance or prescription coverage.
HEALTH FUNDERS PARTNERSHIP OF ORANGE COUNTY Committed to creating a healthier Orange County, this organization enhances the impact and efficiency of the community’s health safety net by identifying strategic issues for collaborative funding and the potential to leverage resources.
ORANGE COUNTY EMERGENCY FOOD AND SHELTER BOARD Local governing body that administers federal funding to support the provision of emergency food, shelter or other supportive services for our community’s most vulnerable individuals and families.
COVERED OC A collaborative of service agencies, businesses and government representatives dedicated to supporting successful access to and coverage of health for all local residents.
65,429
individuals received meals or access to food
1 in 6 Orange County residents are not insured
MEET ADRIANA COVERED OC
“Individuals who have health coverage are able to be more secure, worry less and focus on other important things in their lives. United Way is doing great work by collaborating with other organizations to make sure that more people benefit from the linkage of health care to prevention strategies. Every day we see people who are so relieved that they have health care in place. I LIVE UNITED because I believe in a healthier community.”
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HOUSING Improving Access to Affordable Housing 26,000 SCHOOL-AGED CHILDREN ARE HOUSING-INSECURE, LIVING DOUBLED OR TRIPLED-UP WITH FAMILIES
2024 GOAL: CUT THE PERCENTAGE OF HOMELESS OR HOUSINGINSECURE FAMILIES IN HALF
We recognize that access to stable housing can be the foundation for a successful future, and is a critical component of family stability and community success. Establishing a permanent home is the catalyst toward academic achievement, a healthier lifestyle and a steadier income.
people received
help
with housing
“Simply put, housing is the answer to ending homelessness. The need to develop more affordable housing is self-evident. Rapid Rehousing has also emerged as one of the most exciting and efficient means of ending homelessness, costing a fraction of the traditional transitional housing model in most cases. With an emphasis on housing and Rapid Rehousing, we can end homelessness in Orange County in just a few years.” —Larry Haynes, Executive Director of Mercy House
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Infographic data is representative of 2013 Community Impact work
people were connected
OUR STRATEGY: To be financially independent, we will ensure that working families have access to permanent affordable housing. In order for our youth to succeed in school and live healthy lives, they need the security and consistency of a permanent address.
RAPID REHOUSING FOR FAMILIES WITH CHILDREN GRANTS
people were connected to permanent housing programs
These two-year projects support programs that target homeless and housinginsecure families with children, working to promptly get them into their own housing in conjunction with individualized supportive services to prevent future homelessness. people received help with housing
ARMORY EMERGENCY SHELTER PROGRAM The Armory Emergency Shelter Program is the only large-scale emergency shelter program in Orange County. It operates on a seasonal basis using the California National Guard’s Armory Sites in Fullerton and Santa Ana, providing up to 200 beds of emergency shelter each night of operation for individuals who are living on the streets.
COORDINATED ASSESSMENT & CENTRALIZED INTAKE SYSTEM In compliance with the Housing Emergency Assistance and Rapid people were connected Transition to Housing Act, a Coordinated Assessment & Centralized Intake to permanent housing programs System will create a single point of entry in the County for individuals and families in need of housing.
5,211
individuals received access to transitional shelters
MEET MEETMAYRA MAYRA FAMILIES FAMILIESFORWARD FORWARD
5,211
individuals received access to transitional shelters
“As “Asaasingle singlemother mother withwith two two smallsmall children, children,I went I went back back to ground to ground zero, zero, with withnothing. nothing.I really I really didn’t didn’t knowknow how howtotostart startover over andand I had I had lost lost hope.hope. Families FamiliesForward Forward helped helped me pave me pave the theway, way,ininterms terms of resources of resources for for employment, employment,housing, housing, daycare daycare and and transportation transportation needs. needs. I hadI had to doto do aa lot lotofofwork, work,andand it’sit’s beenbeen a struggle, a struggle, but buttoday todayI have I have hope. hope. When When you you start startbelieving believing in in yourself, yourself, you you start starttototake takeonon more more andand you’re you’re able able to to re-establish re-establish your your lifelife andand your your priorities−and priorities−and that that’s has made madeallallthethe difference differenceininthethe world. world. I LIVE I LIVE UNITED UNITED because becauseI know I know I can I can succeed.” succeed.” 13
CORPORATE PARTNERS THAT CHANGE LIVES Nearly 1,000 companies throughout Orange County participate in annual LIVE UNITED Corporate Campaigns, enabling their employees to contribute through year-long payroll deductions or one-time pledges. These funds support basic needs as well as education, financial stability programs, medical care and housing.
WESTERN DIGITAL raised more than $3.2 million in just one month’s time, including $1 million from its Irvine headquarters, through its annual Workplace Campaign. This is the second consecutive year that the technology firm, through employee donations, has reached this milestone and, once again, they received the United Way DIMENSIONS IN GIVING AWARD.
Two branches of PACIFIC LIFE got their “game on” at their 2013-14 Campaign Kick-Off, which incorporated a ‘Price is Right’ theme. The Newport Beach Pacific Life location held its event in September, just before the Aliso Viejo office Kick-Off.
Golden Key Partner FLUOR kicked off its 2013-14 Employee Giving Campaign in September. Last year, Fluor had the greatest number of Leaders’ Society members–individuals who gave $1,000-$9,999. An integral factor in Fluor’s culture focuses on giving back and supporting the local community.
Big 4: United for Collective Impact is a collaboration between United Way and the county’s top four accounting firms; DELOITTE LLP, ERNST & YOUNG LLP, KPMG LLP and PRICEWATERHOUSECOOPERS LLP (PWC) aimed at increasing giving by 10 percent—and took the four organizations’ collective donations from $1.3 million last year, to $1.43 million in one year. People like Wendy Nugent keep the LIVE UNITED movement alive. As Senior Communications Specialist of the AUTOMOBILE CLUB OF SOUTHERN CALIFORNIA, a Golden Key Corporate Partner, Wendy uses her voice to advocate for our community. In addition to managing the Auto Club of Southern California Workplace Campaign for the past six years with colleague, Kathy Klute-Nelson, Wendy has taken our Tale of Two Counties tour eight times.
DESTINATION GRADUATION students at Segerstrom High School learned some valuable lessons from Larry Wood, Corporate Vice President of Transcatheter Heart Valves at EDWARDS LIFESCIENCES, a United Way Golden Key Partner that supports this high school dropout prevention initiative. “When I graduated high school, I didn’t have a great appreciation for the importance of college. It was really when I was working on my master’s degree, that I truly understood its value,” said Wood, who earned both his bachelor’s and master’s degrees while working his way up at Edwards Lifesciences.
Tamer Akkas got involved with United Way more than two decades ago through our Corporate Partnership with ALCON. “When Alcon started the United Way campaign, I gave because the company contribution would increase the gift to the community.” This may have been his introduction, but Tamer has remained a vital supporter of our mission.
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DIMENSIONS IN GIVING PARTNER
SPIRIT OF ORANGE COUNTY PARTNERS
GOLDEN KEY PARTNERS
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CORPORATE PARTNERS IN CHANGE We salute the following partners for investing in our Community Impact work:
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$25,000-$49,999
$10,000-$24,999
ABBOTT LABORATORIES ACCO ENGINEERED SYSTEMS ADP AUTOMATIC DATA PROCESSING ALTA RESOURCES BIOSENSE WEBSTER, A JOHNSON & JOHNSON COMPANY BRE PROPERTIES, INC. CERIDIAN TAX SERVICE CITIBANK CITY OF IRVINE ITW-ILLINOIS TOOL WORKS JC PENNY LOGISTICS JP MORGAN CHASE NEWPORT MESA UNIFIED SCHOOL DISTRICT O’MELVENY & MYERS LLP ORANGE COUNTY FIRE AUTHORITY ORANGE COUNTY TRANSPORTATION AUTHORITY PARKER AEROSPACE PAUL HASTINGS LLP RAYTHEON COMPANY ROCKWELL COLLINS SNELL & WILMER, L.L.P. STATE FARM INSURANCE UNION BANK UNITEDHEALTHCARE
7UP/RC BOTTLING COMPANY ANAHEIM UNION HIGH SCHOOL DISTRICT ASSURANT SPECIALTY PROPERTY BEST BUY SUPER STORES BLACK & VEATCH BONTERRA PSOMAS BROTHER INTERNATIONAL CORPORATION CHEVRON CORPORATION CITY NATIONAL BANK CITY OF ANAHEIM COAST COMMUNITY COLLEGE DISTRICT COMERICA BANK, INC. CYNCAST EATON AEROPSPACE FIRST BANK FISHEL COMPANY FOUNTAIN VALLEY REGIONAL HOSPITAL & MEDICAL CENTER GARDEN GROVE UNIFIED SCHOOL DISTRICT IBM CORPORATION IHI POWER SERVICES CORP. INTEL AMERICAS, INC. IRVINE COMPANY ITW-PACIFIC POLYMERS KELLOGG COMAPNY L-3 INTERSTATE ELECTRONICS CORPORATION METLIFE INVESTORS NATIONWIDE INSURANCE ORANGE COUNTY DEPARTMENT OF EDUCATION PROFESSIONAL COMMUNITY MANAGEMENT SADDLEBACK VALLEY UNIFIED SCHOOL DISTRICT SANTA ANA UNIFIED SCHOOL DISTRICT TIMKEN UNIVERSITY OF CALIFORNIA-IRVINE USAA REAL ESTATE COMPANY WAL-MART STORES, INC. THE WORD AND BROWN COMPANIES XEROX CORPORATION
LIVE UNITED MOMENTS Orange County United Way’s WOMEN’S PHILANTHROPY FUND BREAKFAST brought together more than 650 of the County’s most influential women philanthropists, business leaders and community volunteers to raise awareness and funds to help women and girls in Orange County build self-sufficient lives. This year, the Women’s Philanthropy Fund Breakfast raised more than $310,000.
Last June, United Way raised more than $170,000 at the fifth annual WALK UNITED at Angel Stadium of Anaheim. More than 2,400 community champions from across Orange County came out to the ballpark for the event to raise funds and awareness. WELLS FARGO signed on as the Grand Slam Sponsor in 2013 and is the Presenting Sponsor for 2014. WALK UNITED gives hope, help and access to a better tomorrow for thousands of Orange County residents who are struggling. Last year, UPS was honored with the Corporate Challenge Award for recruiting more than 500 walkers for the event.
United Way celebrated nine decades of improving lives and strengthening the community when we hosted our 90TH ANNIVERSARY CELEBRATION at the Irvine Marriott. Themed ‘On the Road to 100,’ the event featured a historic timeline, uplifting videos, a moving testimonial and live performances by the Boys & Girls Club of Laguna Beach. We look forward to making an even bigger difference in our community over the next 10 years.
United Way led the inaugural ORANGE COUNTY VISIONARY LEADERS’ CONFERENCE in March 2014, convening the County, city and educational leaders at Angel Stadium to create the roadmap for the future of our community. Elected officials discussed the ten-year community-wide goals to address the many challenges facing local residents. Attendees discussed ways to collaborate and make significant, long-term changes.
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COMMUNITY LEADERSHIP AND ENGAGEMENT TOCQUEVILLE SOCIETY Founded in Orange County in 1987 by local philanthropic leaders including Peter Ochs and Walter Gerken, United Way’s Tocqueville Society has since grown to a membership of more than 275 local community and business leaders who join more than 26,000 members throughout the United States. The Tocqueville Society recognizes philanthropic leaders who invest $10,000 or more annually in United Way and offers additional opportunities for engagement through affinity groups.
ORANGE IMPACT SOCIETY investing in community impact The Tocqueville Society’s Orange Impact members make an investment of $10,000 or more annually to United Way’s Community Impact Fund.
WOMEN’S PHILANTHROPY FUND women's philanthropy One of the most powerful voices of philanthropy for women in Orange County, the Women’s Philanthropy Fund is a network of passionate women who make an investment in the Women’s Empowerment Portfolio to build resources and lead change so that every woman and girl in Orange County can achieve her full potential.
BENCH & BAR attorneys taking a stand The Tocqueville Society’s Bench & Bar is a network of leading Orange County attorneys who are taking a stand for our next generation to help build a brighter future for children and families in our community.
REAL ESTATE COMMUNITY BUILDERS building our community The Tocqueville Society’s Real Estate Community Builders is a network of Orange County real estate and building industry leaders committed to building our community’s future.
EMERGING TOCQUEVILLE LEADERS the next generation of philanthropists Emerging Tocqueville Leaders are young professionals who give $5,000 or more annually and commit to growing their giving to $10,000 when they reach the age of 40.
LEADERS' SOCIETY
Members of the LIVE UNITED movement who donate $1,000-$9,999 annually
WOMEN LOOKING FORWARD
Caring and committed women who are dedicated to transforming the lives of underserved women and girls in our community
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MICHAEL K. HAYDE CEO, WESTERN NATIONAL GROUP Michael K. Hayde, CEO of Western National Group, was selected as the recipient of the 2013 National Tocqueville Society Award for his support of Orange County United Way, his instrumental role in establishing and supporting United Way in France and his work expanding United Ways into other areas of Western Europe. Each year, United Way Worldwide selects one individual to receive the National Tocqueville Society Award. The criterion used to evaluate and select the winner is: Exceptional and sustained personal involvement with United Way; Tangible impact in gifts of leadership, time, talent and treasure beyond the borders of your community; Creativity in finding better ways to implement sustainable solutions to problems in the community; and Inspiring others to Give, Advocate or Volunteer. He is the second Orange County member to be recognized in less than a decade, as Peter and Gail Ochs were awarded with this honor in 2006. Mr. Hayde epitomizes the concept of giving back to the community in time, talent and treasure, which has been exemplified clearly through his long term impact on our organization and our community.
LEADING CHANGE THROUGHOUT THE COMMUNITY MILLION DOLLAR ROUNDTABLE
Members of United Way’s Million Dollar Roundtable have made a cumulative or outright gift or pledge of $1,000,000 or more. The National Society honors donors who make annual gifts of $100,000 or more.
TEN MILLION DOLLAR ROUNDTABLE
MILLION DOLLAR ROUNDTABLE
MICHAEL K. HAYDE
JEFFREY, CAROL AND REBECCA BURCH LEE ANN CANADAY JACK AND KINGSLEY CROUL RANNEY E. AND PRISCILLA DRAPER KENNETH AND JOANN LICKEL MASSON FAMILY FOUNDATION MICHAEL L. AND NANCY B. MEYER STEVEN S. MEYERS GIL AND NANCY ROMMEL
FOUR MILLION DOLLAR ROUNDTABLE NANCY AND GEOFFREY STACK FAMILY FOUNDATION
THREE MILLION DOLLAR ROUNDTABLE PAULA K. MATHIS DAVID AND SANDY STONE
TWO MILLION DOLLAR ROUNDTABLE
NATIONAL SOCIETY
ROBERT A. AND JONI ALTER PETER AND GAIL OCHS
JOHN COYNE JAMES MURPHY
TOCQUEVILLE SOCIETY MEMBERS
United Way’s Tocqueville Society members are visionary community champions who are dedicated to contributing $10,000 or more annually, with a minimum investment of $2,500 in our Community Impact Fund. KELLIE AAMODT UPS
THOMAS AND BONNIE ABATE Edwards Lifesciences LLC
PANTEHA ABDOLLAHI Paul Hastings LLP
DR. RICHARD AND SALLY AFABLE Hoag
TAMER AND SUE AKKAS Alcon Research, LTD
SALMAN ALAM
Western Digital Corporation
JOANN ALBERS
Albers Consulting, LLC
HUGH AND JENNIFER ALLEN
Advantage Car Exchange and Sanitation Districts of Los Angeles County
STEVEN AND KRISTY ALLISON Crowell & Moring LLP
JOE AND GINA ANDRUKAITIS
L-3 Interstate Electronics Corporation
HARLAN AND SUSAN ARITA
Blue Sky Color of Imagination and Orange County United Way
LAWRENCE R. AND SANDRA C. ARMSTRONG Ware Malcomb
KENNETH ASH
Western Digital Corporation
KEVIN AND LORA BALDRIDGE Irvine Apartment Communities
BILL AND TARA BALFOUR
Bank of America/Merrill Lynch and Cranbrook Capital Advisors, Inc.
ELLEN BANCROFT
Morgan, Lewis & Bockius LLP
TAMARA AND LEO BARKER UPS
CAROLYN AND WILLIAM BEAVER KPMG Retirees
LORI AND JOHN BELLI
SHERRI BOVINO
JOSEPH AND KATHLEEN COLEMAN
VITO AND MARY FRANCONE
JOHN AND TASIA BOYLE
VICTORIA COLLINS, Ph.D, CFP AND DAVID COLLINS
JOHN AND NANCY FRENCH
KAREN CONLON
Lee & Associates
DAVID AND ANNE COPLEY
Orange County United Way
LAWRENCE CORTEZ
King Parret & Droste LLP
JEFFREY AND BONNIE DANKBERG
Ernst & Young LLP
JANET DAVIDSON AND RICHARD PLAT
WealthWise Financial Services
BRIAN SCOTT DAVIS
Chapman University
Western Digital Corporation
MICHAEL GOTTLIEB Ernst & Young LLP
WAYNE AND LYN CALL
ROGER AND MARJORIE DAVISSON JAMES DEFORD
CINDI GRACE AND STEVE CAMP
JARED AND ERIN CALLISTER
SUZANNE AND BEN DEJONG
CYNTHIA STAMPER GRAFF
MIKE DENNING
ROBERT EASTRIDGE GRAHAM AND SAMANTHA PRICE
Global, A First Flagship Company Automobile Club of Southern California
JOE BRENNAN
Fluor Corporation
KATHY BRONSTEIN
KB Bronstein Consulting
CHRISTOPHER AND KELLY BROWN KPMG LLP
RUSTY AND DEBI BROWN
The Word and Brown Companies
GREG BURDEN Owl Foundation
THOMAS AND MARIA BUSSA Ernst & Young LLP
DANIEL BYRNES UPS
Call & Jensen, APC Deloitte.
MICHAEL AND RIO CALVERT Bank of America
PAULA CAMPBELL
Edison International
JEFF AND CAROL CARLILE
Carlile, Coatsworth Architects and Holthouse, Carlin & Van Trigt LLP
JOSEPH CARRILLO
Western Digital Corporation
NICOLE CARRILLO AND KEITH HALL Opus Bank and Nationwide Insurance
ANTONELLA CASTRO AND BRAD SCHUMACHER Paul Hastings LLP
RACHID CHAMTIEH Deloitte.
GREG AND BJ CHANDLER Premier Transportation
Ernst & Young LLP
THEODORE AND LUSIANA CHANG
LAURA M. BENZ DENNIS AND CAROL BERRYMAN
MARK AND MICHELLE CHAO
Pacific Development Group
ALAN AND KIMBERLY BICK Gibson, Dunn & Crutcher LLP
HOWARD AND KATHERINE BLAND KPMG Retirees
DEBBIE C. BOLAR
Bolar Hirsch & Jennings LLP
MICHELLE M. BONAS
Deloitte. Deloitte.
KEN CHERRY UPS
STEVE AND CINDA CHURM Orange County Register
THOMAS CLARKE
PricewaterhouseCoopers LLP
MARK AND KIM CLEMENS KPMG LLP
DR. THOMAS AND DR. CYNTHIA COAD Indicates member of Orange Impact Society
Snell & Wilmer, L.L.P.
Your Legacy Project
California Association of Community Managers Ernst & Young LLP
The Word and Brown Companies Deloitte.
Retired Partner Paul Hastings LLP
UPS
Ernst & Young LLP Ernst & Young LLP
Deloitte.
Ernst & Young LLP
BRIAN AND CHEREE GARBUTT ARTYN AND MAX GARDNER ROY S. GEIGER
BARRY AND CAMILLE GERSHENOVITZ LOREEN GILBERT, CIMA, AIF, CRC, CLTC REGGIE GILYARD AND SUJI WOO
Western Digital Corporation Lindora, Inc.
VALERIE C. AND KENNETH L. DICKERSON
Morgan Stanley
DEBORAH DICKSON
UPS
Deloitte.
Smith Dickson Accounting Corporation
KIRK BRAGDON AND DELAVAN DICKSON PricewaterhouseCoopers LLP and Call & Jensen APC
CELINA DOKA KPMG LLP
BRIAN DRAKE AND DIANE DRAKE, Ph.D KPMG LLP
KATE W. DUCHENE
Resources Global Professionals
GREG AND JULIE DUNLAP Deloitte.
SCOTT ECKER AND HEIDI BRANDL Deloitte. and IHP Partners
TRICIA ESSER
KTGY Group Inc., Architecture & Planning
CHIP AND HELEN FEDALEN
JOHN GREAVES WALTER AND LOLA GREEN BRUCE GREENWOOD Costco Wholesale
ADRIAN GRIGGS
Pacific Life Insurance Company
BRIE GRISET SMITH AND PETER MARSHALL SMITH Orange County United Way
STEPHEN B. GROSS
IHI Power Services Corp.
MICHAEL HAJECK
Western Digital Corporation
JEFFREY HALL UPS
MIKE AND JANET HAMILTON Ernst & Young LLP
TERRY FEIT
NANCY HANDEL DONNA HANSEN
PATRICK FITZGERALD
RICHARD HARTLEY
MONICA FOSTER
GREGORY AND BARBARA HARTNETT
SUZANNE FRADETTE AND STEVE TUCKER
ROBERT HASKELL
BEN FRANCOIS
ROBERT HEMPSTEAD
Wells Fargo Deloitte.
PricewaterhouseCoopers LLP UPS
PricewaterhouseCoopers LLP
Canterbury Consulting Incorporated
Holthouse, Carlin & Van Trigt LLP KPMG LLP
Fluor Corporation
Pacific Life Insurance Company Western Digital Corporation
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DAN AND BARB HENEGHAN MARK AND LAURIE HENIGAN Irvine Company
J. JAY HERRON AND DANA KLEIN O’Melveny & Myers LLP
PETER AND SUSAN HITCH Urban Associates
CRAIG AND JO HODGETTS Deloitte.
JULIE HOLT
Julie Holt Consulting
LINDA AND GEORGE HORIOKA Ernst & Young LLP and XSURA
MATT AND DIANA MCCUTCHEN Deloitte.
TOM AND JULIE MCDORMAN Western Digital Corporation
GERALDINE AND JOHN MCGRATH Edwards Lifesciences LLC
BILL MECKLENBURG AND CHRISTINE CONDINO-MECKLENBURG Redwoods Managers and Coast to Coast Destinations
SHERRI AND RICHARD MEDINA Epic Adventures
GENE AND ROSE MERGELMEYER
MARCUS AND PIPER JACKSON
Assurant Specialty Property
MICHAEL A. JOHNSON
RE-MAX Fine Homes
MICHELE D. JOHNSON
KPMG LLP
UPS
Automobile Club of Southern California Latham & Watkins LLP
CHRISTOPHER AND LAUREN JOHNSTON Ernst & Young LLP
JANIE MERKLE
DAVID AND BARRIE MEULMESTER JULIETTE MEUNIER AND TIM CANNON Ernst & Young LLP
PAULA E. MEYER, ESQ.
MAHO JORDAN
Paula E. Meyer & Associates
Ernst & Young LLP
STEVE MILLIGAN
CHRISTY D. JOSEPH, ESQ. AND JEFF SCHWALM
Western Digital Corporation
RENITA MOLLMAN
Snell & Wilmer, L.L.P.
Burns & McDonnell
JOHN C. KAPPOS
JAMES J. MOLONEY
ADAM AND ROCHELLE KARR
CHERYL AND JOE MORENO
TIMOTHY J. AND MARIANNE KAY
COLIN MORGAN
O’Melveny & Myers LLP O’Melveny & Myers LLP
Gibson, Dunn & Crutcher LLP Ernst & Young LLP
Snell & Wilmer, L.L.P.
Western Digital Corporation
JACQUELINE BRYA KELLEY AND STEPHEN KELLEY
Pacific Life Insurance Company
Ernst & Young LLP and Makaira Companies LLC
JOAN AND EAMON KELLY BonTerra Psomas
LAURA KHOURI
Western National Group
LISA KONN AND NAVEED HAKIM Deloitte.
Paul Hastings LLP
JAMES AND KAREN MURPHY Western Digital Corporation
PAMELA NEWCOMB
MARCUS AND KENNA LITTLE
GREGORY NJOES
LISA AND MARK LOCKLEAR
NELLA WEBSTER O’GRADY AND KEVIN O’GRADY
Edwards Lifesciences LLC
Corinne Myre & Associates KPMG LLP
Ernst & Young LLP
County of Orange Board of Supervisors PricewaterhouseCoopers LLP
ROBERT W. LOEWEN
Palo Capital
GREG AND SANDY LOPPATTO
Gibson, Dunn & Crutcher LLP
ROB LUCENTI
Shea Homes
SUE MAMER
KPMG LLP
ADAM AND SARAH MARKMAN
Deloitte.
ORVILLE AND JEANE MARLETT GREGG AND LEANNE MARTIN
Pence Wealth Management
BRIAN AND MICHELLE L. MARYOTT
BILL AND PAT PODLICH MICHELLE AND PAUL PRESCOTT
Deloitte.
Mamer Financial Group Wells Fargo Advisors LLC Green Street Advisors
The Boeing Company
Wells Fargo Advisors and Gibson, Dunn & Crutcher LLP
JENNIFER AND TONY MATHEWS Bank of America
ROBERT E. AND NANCY PALMER ANDREW AND JANICE PARNES DENNIS AND TAMI PARROTT SEAN AND TAMMY PEASLEY LAILA AND DRYDEN PENCE LISA PERRINE AND BOB KUHEL Cibola Systems
Deloitte.
GINA AND TOM PRIMEAUX Deloitte.
JERRY AND KAREN MATTES
REBECCA L. PROCSAL
JOE AND CHRISTINA MAUTHE
DAVID AND JULIANNA PYOTT FOUNDATION
SCOTT AND CHERYL MCCARLEY
SHIRLEY AND STEVE QUACKENBUSH
UPS
Deloitte. UPS
DAVID AND KIRSTI MCCLEARY Deloitte.
Orange County Business Journal
JEFFREY M. REISNER Irell & Manella LLP
ED & ANITA RICHARDS
KPMG LLP
Allergan Inc.
Indicates member of Orange Impact Society
DAVE AND CHRISTINE SULLIVAN Deloitte.
TOM AND MARILYN SUTTON BRANDON SYLVIA Rutan & Tucker LLP
PETER AND MARY TENNYSON Paul Hastings LLP and Stashall
GREGORY THELIN
Western Digital Corporation
JEFFREY T. THOMAS
Gibson, Dunn & Crutcher LLP
ANGELA THOMPSON UPS
JACQUELINE AND BILL THOMPSON Surterre Properties, Inc.
THOMAS J. ROACH
HELEN AND CONRAD TIMPE
Ernst & Young LLP
The Timpe Group - Morgan Stanley
THE ROBINSON FOUNDATION DULEEP AND LISA RODRIGO
MONICA TIMPE-GODFREY
The Timpe Group - Morgan Stanley
Southern California Edison
Endologix
KPMG LLP
ANDREW TINSETH
SARAH J. “SALLY” ANDERSON AND THOMAS B. ROGERS
KIM AND KATHLEEN TOBLER
Plaza Bank
J. STEVEN AND KIMBERLY ROUSH PricewaterhouseCoopers LLP and All-Star Executive Coaching Mohr Partners Inc.
ERIC AND JOY SANDERS Allergan Inc.
DANIEL SASSE AND ANNE M. BRAFFORD Crowell & Moring LLP and The Law Offices of Anne M. Brafford
Western Digital Corporation Ernst & Young LLP
JOHN AND MAXINE TODD Deloitte.
KHANH T. TRAN AND DEBI DUONG Pacific Life Insurance Company
MICHAEL TRAN
Western Digital Corporation
DAWN TRAUTMAN
Pacific Life Insurance Company
JULIE R. TROTTER Call & Jensen, APC
JOHN AND KIRSTEN VALENTA Deloitte.
CARLA L. VARGAS
Orange County United Way
JOY SCHAEFER AND GREG SKAGGS
TARYN AND WARREN VIDOVICH
JAMES J. SCHEINKMAN AND CINDY EDEN
JOSEPH M. VIGLIONE
CHRISTINE SCHEUNEMAN
JOHN AND MEGAN WALDECK
DONNA AND ERNEST SCHROEDER
PATRICIA WENDT GARY AND PATRICIA WESCOMBE
Golden Eagle Advisors LLC Snell & Wilmer, L.L.P.
Pillsbury, Winthrop, Shaw, Pittman LLP Schroeder Investment Partners, Inc.
JULIE A. SHAFIL
IMS Information Management Specialists
MICHAEL AND BARBARA SHANGRAW Ernst & Young LLP
HAMID AND MELISSA SHOKRGOZAR Viking Technology, A Division of Samina
JOHN AND RENEE SIMONIS Paul Hastings LLP
GARY AND MELANIE SINGER O’Melveny & Myers LLP
SUDEEP SINGH Deloitte.
JEFF SINGLETARY
Snell & Wilmer, L.L.P.
DANUAL SKAGEN
Enterprise Rent-A-Car
JAMES M. SKORHEIM
Skorheim & Associates, AAC
RANDY AND DANETTE SMITH UPS
CHAHIRA SOLH
Crowell & Moring LLP
PATRICIA M. SOLDANO
GenSpring Family Offices, LLC
MARSHALL AND MARIA SOLOMON Deloitte.
GABRIEL STEFFENS AND KATHERINE BELL TIAA-CREF and Paul Hastings LLP
RONALD AND JANICE STEGER
KALPANA RAMAKRISHNAN
MARK AND DINAH STEVENS
KPMG LLP
Fluor Corporation
TINA STOLIAR
20
Merrill Lynch
WILLIAM AND NANCY THOMPSON SHELLEY B. THUNEN
Merrill Lynch Global Wealth Management and Container Freight/EIT, LLC KPMG LLP
JAMES AND CINDY SUH
MARIA RIGATTI
Alcon Research, LTD
KPMG LLP
TINA AND MARC LEY
UPS
RICHARD REISMAN
DEAN AND TERRI SAMSVICK
SCOTT S. AND CATHERINE M. NELSON
Gibson, Dunn & Crutcher LLP
ADR Office of Michelle A. Reinglass/ Judicate West
DONALD L. MORROW AND JUDY J. JOHNSON
KIM LETCH AND NIGEL STOBART
Ingram Micro Inc.
MICHELLE A. REINGLASS
Western Digital Corporation
HAUNANI NAKABARA
Oakley and MOMS Orange County
Gibson, Dunn & Crutcher LLP
Madison Street Partners
IAN AND SALLY-ANNE LEISEGANG
Irvine Company
PAUL AND ANNE REDMOND GENA REED JEFFREY AND ANDREA REEVES
JAMES MORRIS
CORINNE MYRE, CPA
Ernst & Young LLP
Deloitte.
MIKE AND NINA SALMON
KNUTE AND JOYCE KURTZ J.P. Morgan
RICK AND VICKIE RAYSON
JIM AND ANN MORRIS
LINDA AND MIKE MUSSALLEM
PricewaterhouseCoopers LLP
Western Digital Corporation
MICHAEL P. AND SHANNON RUSSELL
JOHN AND CHRISTINE KOONTZ Alcon Research, LTD
JERRY RAPPORT MICHAEL RAY
KPMG LLP
Blue Sky Color of Imagination Western Digital Corporation
Pacific Life Insurance Company
Arnold and Mabel Beckman Foundation
JENNIFER WILLIAMS Bank of America
SUSAN AND BRETT WILLIAMSON O’Melveny & Myers LLP
GARY WILSON
PricewaterhouseCoopers LLP
JAMES WILSON
Enterprise Rent-A-Car
GABRIELLE WIRTH
Dorsey & Whitney LLP
JEANNETTE WISTNER KPMG LLP
DR. TAMMY WONG
Fostering Executive Leadership
LANCE AND JEANIE WOOD PricewaterhouseCoopers LLP
JOSH AND ANDREA WOODS
Beckman Coulter, Inc. and Ernst & Young LLP
BRIAN AND TARA WOOLFOLK Pacific Life Insurance Company
JOHN AND DAWN WORD
The Word and Brown Companies
SEVERIO WORTHINGTON
Western Digital Corporation
RICHARD YATES
ACCO Engineered Systems
MERYL AND GEORGE YOUNG Gibson, Dunn & Crutcher LLP
PETER AND CINDY ZOFREA Ernst & Young LLP
14 MEMBERS HAVE CHOSEN TO REMAIN ANONYMOUS
LEADERS' SOCIETY
Because of your leadership, we are able to advance the common good in Orange County and help change the FACE of our community. You make a difference. You improve lives. You are helping build a stronger future for generations to come.
LEADERS’ SOCIETY DIAMOND: $10,000+
LEADERS’ SOCIETY: GOLD $2,500-$4,999
WILLIAM AND PATTI ARNOLD
KARA ADAMS PAMELA ADAMS MARK ALDERS MARY SUE ALLEN STEVE AND CATHY AMBROSE BRANDY AMES NADIA ANDRADE ANGELIKA ASWAD RAMSEY AZZOUNI GAIL BALLINGER HANCOCK AND JULIA BANNING CAROL BARTHOLME DAVID BEASLEY MARC BELLOTTI DON BENNETT ADELE BERWANGER DIANE BIAGIANTI JAMES BOURNE BILL BOYER RICHARD AND MARILYNN BOYNTON JAMES BREEHER NATHANAEL BREITHAUPT MARY ANN BROWN KEVIN BYRNE LORETTA CALDERON JAMES CARR MICHAEL CARSON SHEILA CARTER STEVEN CASE KATHY AND JOSEPH CELENTANO SHARON CHEEVER XIAOKUN AND DAVID CHEW MARY E. CHIN NICHOLAS COOPER JENNIE CULL AUDRA J. DAVIES AL AND SUSAN DE GRASSI KATHLEEN DESCOTEAUX MARK DIXON KELLEY DOLAN MR. AND MRS. ANDREW J. DOSSETT KEVIN DUNIGAN DANITA DURAN MARK AND MARCIA ENGSTROM MR. AND MRS. JOHN R. FIRTH KATHY FISHER DANIEL FUNG GIULIOS GALASSI PAULA GALLO MARTHA A. GATES JAMES GERGURICH FRANK GERMANO STANFORD GERTLER MARK GIBSON JOHN GLACCUM KELLY GLASS STEVEN D. GLASS MARC GLASSER MICHAEL L. GLAZE PEGGY GRAU, MD MR. MICHAEL GREENE DONNA AND WOLFGANG GREINKE DAVID GROH
Alcon Labs
WILLIAM CAIN
Western Digital Corporation
STEWART AND LYDIA CAMERON Fluor Coporation
GARY LOVELAND
PricewaterhouseCoopers LLP
LEADERS’ SOCIETY PLATINUM: $5,000-$9,999 LAURA BADEN CHARLES AND ASUNCION BOWER LISA CERQUEIRA MICHELLE CHAO GARY CHARBONNEAU DR. ALAN AND MARLENE DAUGER GILES DESBROW ROBERT DIEFENBACHER DIANE B. DIXON ELERDING FAMILY FOUNDATION JOHN FAIVRE SIMON FENG BRUCE FETTEL MANUEL GARCIA TOM GIBBONS GEORGE GIBBS DARLENE GOODWIN CINDI GRACE AND STEVE CAMP ADELE GREEN THE HARDTKE FAMILY RYAN B. HARLOW BILL HOYT ZECHARIAH JENKINS LORI AND GARY JOHNSTONE KARR FAMILY JOHN KEHL JR. ROB AND ANNE KENT THERESA LECKEY MICHAEL LEE GARY LOVELAND ALEXANDER MARR ALISON MCCLURE, MD ROBERT MIDDLEMAS THOMAS MILLER ROMMEL MOMEN ANDREW MOORE MICHAEL P. AND BARBARA K. OAKLEY GEORGE W. PHILLIPS MICHELLE PRESCOTT LESLIE D. RUDESEAL RICHARD RUTLEDGE JAMES SCHOLBURG MARK AND DEBI SEDERQUIST DAVID AND KATHRYN SHERREITT ANDRE SMITH THOMAS SOLAZZO ERIC STODDARD AMANDA TOOTILL SCOTT AND KELLY TORNBERG HELEN M. TORNQUIST KAREN WEIDNER GARY WILSON RAY WIRTA 13 MEMBERS HAVE CHOSEN TO REMAIN ANONYMOUS
JEFFREY HALL DARREN HENDERSON MELISSA HICKS AND THOMAS MCCORMACK JIM AND MARIANNE HINDMAN MIKE HOOD MARK HOPKINS FAMILY HELEN F. HUNG DOUG JACKSON LISA JACKSON WAYNE AND LAURIE JACOBSEN PHIL JANKOWSKI PETER JOHNSON JEFFREY AND PAMELA JOHNSON LADINE FROEHLICH MR. MARK JOPPRU DAVID KEEFER DOUG KELLY CHARLES KENTFIELD HENRY KISTER H KNOX III RONALD KOHORN, MD JOHN AND MICHELLE KOONTZ LANDIS FAMILY TRUST REBECCA LEE JEFFREY LINTON LORI LYONS-WILLIAMS DOUGLAS AND SIOBHAN MAKOWECKI THOMAS MARIAN THOMAS F. MCCORMACK GAIL MCGOVERN LARRY MCMILLAN LYNN MERCER CAROLYN MIDDLEBROOKS MR. AND MRS. MIKE MILAZZO RICH MILO NATALIA MOHABIR LUKE MONTILLA JORGE MORALES MR. AND MRS. G. MICHAEL MURPHY MARY AND BEN MURRAY RICHARD MURRELL TIMOTHY MYERS PRESTON NESPER DAVID NGUYEN HAROLD H. NGUYEN, M.D. TRINA NORMAN MARGIE O’JEA VICTOR OWENS SUSAN B. AND DENNIS PARKS NANCY AND SIDNEY PETERSEN NANCY L. PON THE PREMER FAMILY CHARLES RAINEY SAM REHNBORG ROB RICHARDSON MICHAEL AND MARYBETH ROBB BETTY ROBERTSON JEFFERY S. ROVNER MATTHEW RUTLEDGE KEITH SALDANHA LYNN D. SALO KELLY SANCHEZ CHANDRASHEKHAR SATHE
HOMER AND DONNA SAVAGE DOUGLAS SCHAAF RICHARD SCHINDLER BRYNN SEARSON DR. BRIAN SHORT MR. AND MRS. JOHN AND EILEEN SIMON WILLIAM J. SIMPSON DANIEL SMITH MARTA SMITH TODD SMITH MICHELLE STOUT JOHN STRAUSS MARK STROM CAROL SUDBECK NASIR M. SUFI CYNCAST SUM NOLAN TAIRA ERIC TAYLOR HAROLD TEAGUE PHILIP TEETER JEROME AND KATHLEEN THODE-FERRIS STEPHEN TOLAN JOHN TORELL THE TORETTO FAMILY SILVIA VENTURA-MURPHY RICK AND NANCY VRIELING MELANIE AND JOE WAGNER KATHERINE WARNER JAY WELCH JOHN WHITE DAVID WILLIAMS BARBARA WITTICK BRIAN WOODS SEVERIO WORTHINGTON KATHARINE YOUNG TING YUEN TASHI AND HUI SHEN ZOURAS 48 MEMBERS HAVE CHOSEN TO REMAIN ANONYMOUS
LEADERS’ SOCIETY SILVER: $1,000-$2,499 MICHAEL ABRAMOVITZ CHARITY ABROGINA ROBERT ACORN THE ADAMO FAMILY HYGUS ADAMS MICHAEL AND ELISA ADAMS TAMMY ADAMS TERRY AGIUS C. AGUIRRE DAWN ALADITS FREDDY ALAMSHAW RAMIL ALCANTARA JEFFREY A. ALDAZ JENNIFER ALEWEL MICHAIL ALKIVIADIS-MAVROVITIS JOHN AL-SAMARRIE BEN ALVARADO STEFANNIE ALVARADO MARY ALVAREZ JOHN AMADOR VALERIE AMEZCUA CHRISTINA L. ANDERSEN
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PETER ANDERSON NICOLE ANDERSON JEFFREY ANDERSON BRIAN ANDERSON ANGELA V. ANTONIO LILY AREVALO JUNE ARCE ERICA ARCENEAUX KATE ARMADO HEATHER ARNOLD PATRICK ARTHUR ALEXANDER ARTSYUKHOVICH COLTON ASHBY ROGELIO ASTUDILLO KIRK AVILA DAVID AYALA LINDSAY AYERS MOHAMMED AZIE RUBIK BABAKANIAN HECTOR BACALLAO EDWARD BACON HERBERT BAKER THOM BALDING JENNIFER BALDON LAFE BALL CRAIG BALOGH SHARON BALTZELL SALLY AND MICHAEL BANKES DEBASIS BARAL LAURIE BARCLAY ANN BARLOW CHERYL BARRETT AURA BARRIENTOS PAT BARRY ELLEN BARTHOLEMY MARK E. BARTHOLME LARRY BARTKUS MR. AND MRS. R. L. BAUMGARTNER DR. RICHARD BEARD SHERYL BEASLEY CHRISTOPHER BECERRA JOHN BECK CHRISTINA BECKER HENDERSON ELIZABETH A. BEECH BRIDGET BEETLER ANDREW BEINKE MR. AND MRS. BENTON BEJACH MARIAH BELCHER MICHAEL BELKNAP JON BELL CATHY BELL LORI J. BELL WENDY BENKERT KORINA BENNALLACK ELENA BENNETT MICHELLE BENNETT RICHARD BENNETT SARAH BENNETT TONY BERMUDEZ RON BERNAL CHRISTINE BERRINGER VALERIE BEU CHRISTOPHER BEZICH GLENN BIER HERMAN BIRCH THOMAS BISSONNETTE LINDA L. BLACK ALLISON BLACKWELL PETE BLAKER MARILYN BLANK
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CHUCK BLEVINS RICHARD BLOCH JEFFREY BLOOM KRISTIN BLOSER JOANNA BOGIN JENNIFER BOKMA LISA BOLLINGER RACHEL BOMGREN TIM BOND JOSEPH BONNICI JUSTIN BONO DAN BOOTH MARYAM BORHANI CAROLE BOSTROM MICHAEL BOWER BILL BOWLER JOHANNA BOWMAN NINA BOYD LARRY C. AND ANITA MEISTER BOYD IN MEMORY OF DIANE BOYLE KEITH BRADLEY JOHN BRADSHAW KATHLEEN BRADY JOE BRAHAM WAYNE BRANDER JOEL BRANTHAM DAVID BRAUN LAURIE BREY BRINKER FAMILY RON BRISKIE JAN BROOKS MR. AND MRS. CLIFFORD A. BROWN MICHAEL BROWN ROBYN BROWN TOM BROWNING MATTHEW BRUNDAGE CINDI BRUNER MR. ROBERT A. BRUSH GARY AND WENDY BRYAN ANDREA BRYANT JEFFREY BUDGE DEBORA BUFFINGTON JACOB BULLOCK LAURA BULLOCK SCOTT BUNKER THOMAS BURNOR LAWRENCE BURNS GWENDOLYN BURRIES ELLEN S. BURTON CLAUDIA J. BURTON CARL BUSCH CHRISTOPHER BUSH DEWEY AND MARGIE BUSHAW MARIO BUSTAMANTE CHANILE BUTELO STACY BUTLER G. KEENER CAGLE JENNIFER CAGLE PATRICIA CAHILL TOM CALAIACOVO DAVID CAMERON GLEN D. CAMPBELL SHARON CAMPBELL KURT CAMPMAN MARTHA CANNADY CHRISTOPHER CANNON JEN CAPONE MICHAEL A. CAPUANO ROBERT CARDOZA VALERIE CAREY
BRUCE CARIKER ETTORE CARINO JAMES CARLIN, M.D. M. CARLSON SUZANNE CARPENTER STEVEN CARTER REGINA CARTER APRIL CASANOVA SUZANNE CASEY THOMAS C. CASEY MICHAEL CASSIDY DANIEL CASTRO RENEE CASTRO EDRIS CHAMBERS BRIAN CHAPUT ELLIN CHARITON JULIE CHASSAGNE ERNIE CHAVEZ MICHAEL CHAVEZ KATHLEEN CHEELY CADE H. CHERRY CHRIS CHIA STANLEY CHIN BABETTE CHIRICHIGNO REBECCA CHOE THOMAS AND ANNIE CHOW NICHOLAS CHRISOS SUSAN CIMBALUK LINDA CLAIR JOSHUA D. CLARK KRISTINA CLARKSON VIVIAN CLECAK GREGORY CLEVELAND MELANIE CLIFT RICHARD COCUZZO HARVEY E. COHEN SHELLEY COLE R. COLLETTE ROBERT AND KELLY COLLIER CANDACE COLLINS KERRI COMSTOCK KAREN CONNAIR ANNA CONREKAS STEPHEN D. COOKE TAMRA COOMBS STEVE COON JANET COOPER DENNIS AND KATHY CORBETT SEAN CORBETT DR. DAVID CORDES JAMES R. CORDRAY ANGELA CORNAGGIA BARBARA CORNISH DONNA CORR RICK CORRALEZ BRIAN AND KATE CORRIGAN SHARON CORSON ALAN B. CORTEZ, MD JOE COSTANTINO STEVE COULTER PATRICIA COURTIS WILLIAM AND SYLVIA COYLE JEFFERY CRAIG STEVEN CRAW TONYA CRAWFORD RICHARD CREAGER PAUL CROXTON JUAN CRUZ JADRANKA CUK JASON CULP
PATRICIA CULVER STEPHANIE J. CURRY HENRY CWIEKA JEFFREY EUGENE CZWORNIAK RONALD AND DIANE DALES LARRY DALPHY L. DAO THUY DAO JENNIFER DARLING GLENN DASSOFF JESSICA DAVID ESTHER F. DAVILA COLIN DAVIS ELIZABETH DAVIS GEORGE DAVIS ROBERT DAVIS TERA DE SOUSA BRIAN DEEPHOUSE NICHOLE DEGIDIO CLARISSA DEJESUS ANN DELANEY JANET AND PIERRE DELISLE JACQUELINE DEMARIA DAVID AND SHANNON DEMAS TERRY DEMAURO KATHY DEMETER ASHOK DESAI CHERYL DESENGANO CATHERINE ANN DIAZ MARK DIGGS EMIL DIONYSIAN KRISTOPHER DIULIO MAINAK DIVAN CHRISTINA DIXON HARRY DO HUNG DO RICHARD DOEBLER LOREN DOLLET TERI DOMING BONNIE DOMON M. SCOTT DONALDSON JUSTINE DONNELLY RICHARD DONOHUE BERNARD DOUGHERTY PATRICIA DOUGLASS ERIC DOWD JEN DOWNEY RICK AND CINDY DRAKE MARY-RENEE DRYDEN ELROY N. DUHN, JR. ALLISON DUNCAN SHERRY A. DUNCAN BRIAN AND PATRICIA DURKIN SUE DUSS ROBIN DYKHOUSE CHRIS EAGEN TYNESHA EASTER JOHN EASTMAN, MD GARY AND LINDA EDWARDS LYNN EDWARDS PHIL EDWARDS TIFFANY EDWARDS TRENT EISENMAN WENDY AND MADDY EKSTRAND E. EKSTROM STEVEN ELDER CLAUDIA ELIAS JERMAN ELIAS JERRY AND MARY ELLIOTT TERRI LYNN ELLIOTT
CINDY ELLIS CRAIG ELLWEIN TODD ELMORE KELSEY EMERSON ASHLEY ENDERSBY MARCIE ENGEL ADAM ERMISCH ALICIA ESPINO DANIEL AND MARY KAY ESSWEIN KATE EVANS THOMAS EVANS MARK FAGAN MARK R. FALK SEA FAN ANGELA FANOGA SHARON FARLEY DONNA FARNUM JENNIFER FARR JOSEPH FARRELL JONATHAN FELDMAN CARLOS FELIX JAY FERGUSON EDWIN FERRELL DIANA FEWEL ADRIANNE FIGGINS MAUREEN FINN JEFFREY FITE MICHAEL G. FITZPATRICK MICHAEL R. FITZPATRICK RICHARD FLAMENCO MAUREEN FLANAGAN FRANK FLATAUER, M.D. JOHN D. FLEMING DEBBIE FLOCKHART THERESA FLOOD EDMUND FLORES STEVE AND LYNDA FLYNN DANIEL FLYNN STEVE FOELLMI BILL AND SUSAN FOGARTY FRED FOGLIO JR. CARL FONG JANE FORBES TERRY FORD SHIRIN FOROOTAN JANIS TYSON FOSTER BROCK FOSTER BRENDA AND BRIAN FOUNTAIN JAMES FOURQUREAN FALLON FOY DIANA FRANKLIN ROB FREEDLANDER KENNETH A. FREEMAN MICHELLE TROGDLEN FRENCH REBECCA FREY LAUREN FRIEDMAN BRAD AND KATHLEEN FRIESEN ALEX FROIMOVICH D. FUJIKAWA GLENN FULLERTON JENNA GALASSO SHELLEY GALASSO GERARDO GALLEGOS PETER GAMBINO JOHN F. GANAHL, JR. LUIS AND YVONNE GARAY OSCAR GARAY SANCHEZ CRISTINA GARCIA HOLLY GARCIA TEENA GARCIA
SARA GARSKE DERRICK GARZA DENISE GASTI JOHN GATZKE THOMAS GAUTHIER CLINTON AND NANCY GEE STEPHEN GEIST G. GENTNER GREGORY GETHERS TAMMY GIGLIO STEVE AND CATHY GILBERT SUSAN GILBEY JOY GILMER DAVID GODDARD LLOYD GODFREY ED AND ELAINE GODLEWSKI MICHAEL GOLD DON GOLDMANN JACOB GOLDSTEIN CARLO GONZALES MARTHA GONZALEZ REBECCA GONZALEZ ABDI AND SIMIN GOODARZI JAELENE GOODMAN ROSS GOUGH JOSHUA GRACEFFA ANGEL GRANBERRY JOHN GRAUTEN V. GRAY SERINA GRECO BRIAN GREEN AND DANIELE GREEN, DDS DOUGLAS GREENMAN VERA L. GREMLING THOMAS GRETTENBERG THE GRIFFITHS FAMILY ADAM GRISMER KIMBERLY GROSCH ROBERT GROSS GEETA GROVER, M.D. PATRICK GRUMBLES DANIEL GUERRERO JACKLYN GUINA JANE GUON TIM AND AMY GUTH JULIE GUTHRIE CHERYL GUYRE LYNDSEY GUZIK KAREN AND DAVE GUZMAN CRAIG HACCHE LAUREL HACCHE EMILEE HACKER DENNIS HAGER HELEN HAIG STACY HAKOPIAN DEAN HALL JAMES HALL OMAR HAMID JAMES HAMMOND EDWARD HANINGER ALEXANDRA HARDING ROGER HAROTER SANDRA HARMON JIM AND MICHELE HARR PAULA K. HARRIS LYNN APRIL HARTLINE LEJLA HASANAGIC MICHAEL HASTINGS JUDY HAWTHORNE-WATERS DON HAYDEN GEORGE HEFNER
SUSAN HEIDENREICH MARK HEISTERMANN FRED HELMS THOMAS HELMS CHARLES HENDERSON KEVIN HENDRA RENEE HENDRICK JENNIFER HENNAGER IRMA P. HERNANDEZ KARLA G. HERNANDEZ SERGIO HERNANDEZ STEPHEN HERNANDEZ JEFFREY HESTER JOHN AND LINDA HILL TIMOTHY HO, M.D. MATTHEW HOFFMAN KEITH HOFMANN DARLA HOLLAND SHAWNDA HOLMAN CHARNESSA D. HOLMES MELISSA HOLRITZ KATHRYN HOLT HARRY AND JAN HOMAN DAVE AND DEBBIE HONERKAMP JEREMY HORTON JUSTIN HOWELLS AMBER HOWRY BOB AND TANYA HOXSIE JESSICA HSIEH YUNGFUH HUANG JOHN HUBBARD EVAN HUCKABAY KATHRYN HUCKABEY CHARLES HUDSON SUAD HUERTA JAMES HUGHES JEANETTE E. HUGHES CLARENCE HULL III SHERI HUNT DAVID A. HURLBURT ARSHAD HUSSAIN SANDRA HUTCHENS FRANCIS J. HUTTLINGER PHONG HUYNH MIKE HYLAND DOUGLAS HYLTON ROBERT AND RUTH ANN HYSON ANDREW IBRAHIM MARIA LOURDES INCIONG CLEOFE INTHARAKAMHANG LISA ISHIBASHI WILLIAM JABERG JACOB FAMILY DEBRA JACOBS GARRY JACOBS BRENT JACOBSEN JOHN JACOMO MEG JAEGER-BLINZLER HARVEY JAFFE DAVID JAKOVICH BRIAN JARAMILLO PHILLIP JARAMILLO LINDA JEANDREVIN DEAN JENKINS CHRIS AND LEONOR JENSEN JOANNE JIMENEZ DARRELL E. JOHNSON DEBORAH KAREN BROKL JOHNSON DAVID JOHNSON DERRON JOHNSON
ADAM JONES SUSAN JONES ARMS GLENNYO JONES KEN JONES S. KATHLEEN K. JONES EVAN JORGENSEN BECKY JULIANO KIMBERLY JURCZYK BRUCE JURIN ROBERT C. KACER KEN KALUPA ANITA KARANJIA HOSSEIN KARIMI MARK KARPE DARWIN KAUFFMAN CYNTHIA KAUFMAN PAUL KAUFMAN ANN KEANE JOHN KEARNEY AARON AND TARA KEITHLEY MR. AND MRS. PATRICK M. KELLY WILL KEMPTON MIKE KENNEDY RICHARD L. KERLEY, M.D. KURT KILGAST MARIELA KIM JACQUELYN KING MICHELLE KINNEY BETTY KINNEY-KAISER JOY AND ROB KIRBY DOUG KIRSCHKE BRITTANY KIRSCHNER B. D. KLEMENS JOHN KLIER BARBARA KOCH DOLORES KOLLMER JOSEPH KORDOVI SONNY KOTHARI EDWARD KOWALCHUK GREG KRAUSE CATHY KRINSKI DAVID AND CATHY KRINSKY ROSEMARY KRUPP RAM KUMAR KATHLEEN KUMASHIRO-WAMSLEY NORMAN KYLE DIANE LA ROCCO LISA LAFOURCADE JULIE LAGUILLES JEFF AND WENDY LAJKOWICZ LORIN LAMAR CHRISTOPHER LANG MICHAEL LANG PETER LANGE ERICA LARA AMIE LARSON KIM LARSON DAVID LAUTENSCHLAGER REGINALD LAVENDER DAMON LAWSON JAMES LEASURE LOAN L. LEBLOW ERIC LEE RICK LEFEUVRE EVA LEHMAN KURT LEIBFREID RICHARD LENT MARC LEVIN DARCY LEWIS MICHAEL R. LEWIS
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BARBARA LEWMAN YUAN LI-CROUCH ROBERT LIEF RICHARD LIEGEOIS PAUL V. LIGEROS CHENG LIM ROB LINDQUIST ASHLEY LINDSEY BENJAMIN LING SANDRA LITWIN BAO-NGOC LIU LYNN LIVINGSTON WILLIAM LOCHRIE JAMES LONEY NEAL LONKY DIANE LOPEZ EVITA LOPEZ LARRY LOPEZ MR. AND MRS. CHRIS LORIA JOHANNA LOUIE DAVID LOVELADY MICHAEL LOWERY GREG AND SUSAN LUBUSHKIN MARCIE LUI RICH LUNSFORD LIANE LUVISI PETER LYNCH GREG LYONS RICHARD AND ELVIRA MACGILLIVRAY OSVALDO MACIAS ALICIA AND PETER MACIEL JANETTA MACKEY JENNIFER MACMATH-BROWN SALLY MAHER JAMES MALINA SAILAJA MALLADI KARI MALMBERG ANNE MANDICHAK JOSEPH MANDICHAK WILLIAM MAO MICHELLE MARCHI TAYLOR MARCUS AKSHAY MARFATIA DESMOND MARSH LINDSAY MARSHALL EDWARD MARTHALER AMY MARTIN ADAM MARTINEZ JAMES MASON BRADLEY MASTERS JEFF MASTRO LISA MATSUNO SHEILA MATTHEWS ROBERT MATTISON DEAN AND PATTI MAY G. H. MAYEDA SAMUEL D. MAYNARD ALEJANDRO MAYORAL BETH MCCORMICK ROBERT MCBRIDE DAVID MCCAFFREY CHARLES AND ANITA MCCARTHY GIOIA L. MCCARTHY CASEY MCCRACKEN CHRISTOPHER MCDANIEL MICHAEL AND JANET MCDERMOTT DAVID MCFARLIN EDWARD MCGAH DEBORAH C. MCGOWAN DESTINY MCGROARTY
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NORMA MCGUIRE SCOTT MCINTURFF MARK MCKEEHAN ANNE MCMILLEN DANIEL MCMILLAN MICHAEL MCNEELY JEFFREY MCNUTT SCOTT MCPHERSON MARIO MEDINA RUBEN MEDINA RICHARD MEIKLEJOHN GARY MEISTER FRED AND PATTIE MERCADO ROBERT MESTMAN NORMAN AND SUZANNE METCALFE MELINDA R. MICHALERYA ANNE MICKLE JACK MIDDLEMAS ALICIA MIDDLETON PAMELA MIDDLETON JOHN MIGLIAZZA DANIEL MILLER T. A. MILLER DONALD MILLIKEN JOSE T. MISCOLTA JR. JUSTINE MITCHELL STEPHAN MITCHELL BISWAJIT MITRA BAHMAN MOADDELI DHARMESH MODI DR. AND MRS. SANTOSH K. MOHANTY SANDY MOHLER TOMY MOLLAS JOHN MONE ALAIN MONIE MARK MONN KYAL MOODY CHRISTOPHER MOON BRYANT MOORE DEMETRIA MOORE JEFFREY MOORE J. MORAN OSCAR MORENO MATTHEW MORETTA JENNIFER MORGAN ROBERT MORGAN RICHARD MORIMOTO VALERIE MORRIS DEE MORRISON THOMAS MORRISSEY MEGAN MORT KIA MORTAZAVI BONNIE MOSS KAREN L. MOYER TIMOTHY MUNDY JILL MURPHY TOM MURPHY DARREN MURTARI CARRIE MYKLEBUST DINKAR NAIK PAUL NAJARIAN ROUJA NAMDARI KEI NAPIERSKI MATT NARAGHI LEON L. NASH WILLIAM NATYZAK NEIL NAVIN JOHN NELSON RON NESLAND CHARLES NEULANDER
HOLLY NGO HANH NGUYEN LAN NGUYEN TED NGUYEN TIFFANY NGUYEN MR. PAUL NIH PRISCILLA NORIEGA FANCISCA NORRIS GLADYS NOVA BRUCE NOWEL TIMOTHY OATES DAVID OCHSNER WILLIAM O’CONNELL TAMARA OCTAVIO SANDRA M. O’DAY JUSTIN O’DONNELL AARON O’FARRELL MICHELLE P. O’HAREN MARK AND STEPHANIE OKEY ANDREW AND VATTANA OLEKSIW SUSAN ONDROVIC DOUGLAS O’NEIL KATHLEEN O’NEILL DRS. SHERRY AND RALPH OPACIC ADRIAN OROZCO ROBERT ORTEGA MARIO A. ORTEGA LEANN ORTIZ RONALD ORTIZ SHANYLE OSEGUERA MARK J. O’SULLIVAN MR. AND MRS. SCOTT OWEN IN HONOR OF JIMMY OWEN TIM OWENS KENNETH OWREY EDUARDO PACHECO JIN PAE JOAN PANTHER LAMBROS PAPADATOS WILLIAM AND DANETTE PARENTE GAIL PARK LARRY PARK OLIVIA PARK GARY PARKER GIOVANNI PARRA STACY PARRY NOELLA MARIE DAVID PASTOR BINA PATEL HEATHER PATERNO CYNTHIA PAUL MATTHEW PAULEY MEGAN PAULSEN BRIAN PEAD JOYCE PEAD DONALD PEARL JUDY PEARSON ASHLEY PEASE MARILYN PEASE STEPHANIE PEEL RHODA PEINECKE DANIEL PELLETIER J.W. AND S.T. PELTASON ANN AND BERNAL PERALTA JAIME PEREZ J.P. PERIFILI CHERYL PETERSON PAUL M. PETERSON TINA PETROSSIAN MARTHA PEYTON CLIFFORD PFEIFFER
THE FAMILY OF TAM AND CARMELA PHAM JAMES F. PHILIPP TROY PHILLIPS KENNETH PHIPPS SAN PHONG DAVID PIECHOTA JEFFRY PIERINI GINGER S. PIERSON YVES PINKOWITZ ORLANDO PINO WILLIAM PINTARELLI ARTHUR PINTO THOMAS A. PISTONE AND LAURA A. MYERS CHARLES POHL MICHAEL POLENZANI KEN POLK LARRY POLLACK SERGIO POMPA BOB AND DEBBIE PONTICELLI MR AND MRS DENNIS POPOVEC RUSS AND CATHY POQUETTE RICHARD PORRAS FREDERICK POSKA BETTY POTALIVO BARBARA POULIOT JENNIFER POWELL MICHAEL POWELL SUN POWLEY JUDY K. PRATT KEVIN L. PREWETT JANET PRICE MAUREEN AND AARON PRICE MR. AND MRS. JOHN S. PRIGGE, JR. VESNA PRIMER DANA C. PRIVITT JAMES PUSKAS GUS QUINONEZ PHIL H. QUIRK, MD THERESA RABKIN LAWRENCE RADLINGER RUKMANI RAGHUNATHAN, M.D. CHRISTINE RAGOS ELIZABETH RAMOS JEFFREY RANDOLPH JOSIAH RANSOM-LIPPKE GREGORY RATH LORI RATZLAFF JEFFREY RAWLINS GARY REAGAN STEVEN REDDING ELAINE REED JUDY REEDS MATTHEW W. REGAN DANIELLE REICH MICHELLE REINES HARALD REITER ALEX REMBERT TRACEY RENDINELLI DAVID RENUART MATHEW RESOR GLORIA REYES JANE REYES RICARDO REYES ELI REYNA PHILLIP RHINER ROBERT RHOADS VIRGINIA RHOADS ERIC RICE LARRY RICE CARL AND WENDY RIEGER FAMILY TRUST
CARA RIEL PAUL RILEY RITA M. RINGLE BARRY RITTBERG MARCOS RIVAS JESSI ROBB JEROME ROBERTS KEVIN ROBERTS JON ROBERTSON ROBERT ROBERTSON PATRICIA ROBINSON MELINDA RODRIGUEZ TIMRI RODRIGUEZ GISELA ROEMER BENJAMIN ROGERS KIRK ROGERS STEPHANIE ROGERS AMY ROLDAN DAVID ROMERO CLAUDETTE ROSARIO BRIAN ROSE ZACHARY A. ROSE ROBERT ROSEN J. ROSIAK ANGELA ROSS ERNEST ROSS LORRIE ROSS SUNG CHO ROTHE MARC ROUYER STEVE AND DIANA ROVANO STANTON ROWE LYNTON ROSWELL ANDREA RUBIO LLOYD RUCKER WENDY RUFFULO JOMYLENE RUIZ KIMBERLY RUSSELL JOHN RUUD EGOR RYBAKOV GEORGE SAADEH ROSEMARY SABINS ESTELLA SABLAN VIQAR SAID KENNETH SALGADO STEPHEN SALVUCCI RUTH C. SANBORN LEONEL SANCHEZ JOSEPH SANDOVAL J. MICHAEL SANDYS MICHAEL SANTA CRUZ CARLOS SANTIAGO-HERNANDEZ TODD SATO MARGERY SAWYER BRADLEY W. SCHAFER ADAM SCHELL MARK AND SUE SCHERZINGER BARBARA SCHINDLER STACY SCHLINGER BEVERLY SCHUMACHER CATHY SCHWARTZ MICHELE R. SCHWARTZ GEORGE SCHWEITZER CATHY SCOTT TIFFANY SCURRY PETER SEARIAC NEIL SECRETARIO HEMENDRA SHAH PARAG AND REENA SHAH STEVE SHATTUCK KATHY SHEA
DAVID SHELLEY DARLA SHELTON SCOTT SHERMAN DEAN SHIGETOMI ANDREW SHULTS JIM SIEWERTSEN TIMOTHY SIMENDINGER JAMES SIMESCU DOMINIC SIMONTON GORDON AND TAMERA SIMS ANUPAMA SINGH PRAIM SINGH RAVI SINGH RYAN SISON LISA SKINNER STEVE SLAVIN KENNETH AND ADAIR SMALL ARNOLD SMITH JULIE SMITH KENNETH SMITH LARRY SMITH LINDA H. SMITH LORI SMITH MICHAEL SMITH DONALD AND ROSE MARIE SNIOS ANNA SOLIS KAREN SOMERS RACHEL SOMMERHAUSER JI EUN VERONICA SON GARY AND ABBE SORENSEN DAN SOTELO BRANDON SOTO CINDY SOTO PAULA SOUTHWICK STEVEN SPARKS SANDRA SPEED FRED SPEICHER GEORGE SPEICHER MARKLE SPREIER RICHARD SPROWLS KEN ST. CYR RICK ST. LAURENT BEN STABLES DEBRA STACY SALLY STANTON TIM AND KATHY STEIERT KEVIN STEINFELD MATTHEW AND LINDA STENNES CAROL STERLING DEBI R. STOLP BERYL STOOTS RUSSELL STOUGH KURT STOUT DONALD AND SUSIE SULLIVAN DAVID M. SURCH JAMES SUZUKI SUSAN SWAIN PAMELA SWAN ROBERTA SWANSON LIZETT TAFOYA PATRICIA L. TAM SUSANA TAMAYO DR. DIANE TANG-LIU DR. CAROL TAYLOR DAVID TAYLOR SCOTT TAYLOR THERESA LYNN TAYLOR DAN TEAFORD JONATHAN TENNEY TARA TERINS
ALICE TERLECKY ANDY TERNER VIRAT THANTRAKUL DONNA THIESSEN RITA THIET PHILLIP THOMISON JERRY THOMPSON JUDITH THOMPSON CAROL TILLERY LINDA TIRELLA CINDY TJON JERZY TOMASIK GABRIELA D. TOMESCU MARSHALL TOPLANSKY JAMES TOSO JORDAN TOUSLEY MATTHEW TRAN MR. AND MRS. FRANK H. TRANE BRENT TRIFF ERIC TROYAN M.D. PAUL TRUEX DANNIELLE TSANG JOHN TUNKS MICHAEL TURNER ARTHUR TYRE ANDREA ULRICH LILIAN UWANYUZE VANESSA VACCA RON VAN BOXTEL LORETTA VAN DER BIE CHRIS AND DIANE VAN MIERLO BOB VAN SCHOYCK CHRISTINA VAN VOORHIS CAROLYN VAN WEY CYNTHIA VANDENBERG AMANDA VANDENBURGH BARBARA S. VANEK KRISTAL VASQUEZ SHERYL A. VAUGHAN WILLIAM O. VAUGHN ASHLEY VAZQUEZ CYNTHIA VEGA LEONARD AND MITCHIE VELASQUEZ NISHA VERMA DANIEL VETH JEROME VIEAU TAMI VIENNA MADHU VIJAYARAGHVAN RUSSELL J. VOLLMER ELLEN VOLMERT STACEY AND PAUL VON BERG MEGHAN VU RICK WACKERBARTH MICHAEL WAGSCHAL JESSICA WAGSTAFF JONATHAN WALKER ADAM WALLACE MR. RALPH C. WALLACE ANDREW AND CATHERINE WALLACH PETER WALLICK RICK AND KATHY WANDROCKE LYNNE WANDS ANGELA WANG MING WANG DIMITRI WASHINGTON JOHN WASHINGTON KEITH WASHINGTON ADAM WATSON ERIC WEBER JAMES WEBER JESSICA WEDMORE
THOMAS WEEKS TIMOTHY WEIDINGER AIMEE WEISNER LEE WELBORN JEFFREY WELSH LINSEY WELTON ARLEEN WENBORNE JOANMARIE WENDELIN ERIC WENG KAREN WENGER RONALD WENKART JEFFREY WEYANT LARRY WHEELER PH.D. LINDA WHEELER JEREMY WHEELER GERALD WHITE JAMES WHITE TYLER WICK HEIDI WICKS WALTER WIEGAND II CORI WIEGANDT KEVIN WIJAYAWICKRAMA JENNIFER WILBUR JEAN WILKINSON PAT WILKISON BURTON WILLIAMS KEDON WILLIAMS MICHAEL WILLIAMS NANCY WILLIAMS MORRIS WILSON KRIS WILSON JEFFREY WILT MR. AND MRS. TOM WINDSOR EMILY WING KATHRYN WINTERMEYER MCKENZIE WISEMAN CHRISTENA WITHERS ROBERT J. WITTMOND JANIE WOLICKI KAREN WONG LARRY WOOD THE WOTRING FAMILY DAVID WRENCH BORDEN WRIGHT KAREN WU ROBERT WYPYSKI DARRIN YAMAMOTO ANNE YAP HOSSEY YAQUBI FULYA YARAMANOGLU JIM AND PAT YECKEL RON YEE SARAH R. YODER ATTILA YOLAR ROBYNN YOLAR NANCY YOPP DAVID YOUNG JIB YU JOSEPH YUROSEK ED ZACHERL THE ZAHL FAMILY MR. G. ZEININGER SEANA ZILIAK MICHAEL ZILIS CATHERINE AND ANDREW ZINN DONALD ZINN MARIO ZITA FIFTH PACIFIC FOUNDATION 288 MEMBERS HAVE CHOSEN TO REMAIN ANONYMOUS
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FINANCIAL STATEMENTS In 2013, Orange County United Way raised $17,832,829 to ensure Orange County residents achieve their fullest potential by focusing on Education, Income, Health and Housing—the building blocks for a good quality of life.
REVENUE SNAPSHOT WORKPLACE includes charitable funds through United Way campaigns at participating companies whose employees live and/or work in Orange County. COMMUNITY includes individual donors giving outside a Workplace Campaign.
$14,657,707 $1,848,718 $1,326,404
82% 11% 7%
OTHER includes endowment, events, as well as corporate and community foundation grant revenues.
$17,832,829 EXPENSE SNAPSHOT PROGRAM EXPENSE includes funding support of nonprofit service providers; community leadership; program development and implementation; community education; advocacy; volunteer and donor engagement; facilitation of philanthropy; community partnerships; nonprofit capacitybuilding and training efforts; issue expertise and research; and support staffing. FUNDRAISING includes the costs associated with raising money to support United Way’s mission. ADMINISTRATION & GENERAL activities include finance, IT and marketing services that support Orange County United Way.
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FINANCIAL STATEMENTS 2012-2013 2012
2013
$29,209,208 $12,444,262 $16,764,946 $29,209,208
$27,545,408 $10,458,897 $17,086,511 $27,545,408
2012
2013
Annual Campaign In-kind Contributions Provision for Uncollectible Pledges Discount for Multi-year Pledges Less: Donor Designations Other Income Total Revenue
$18,987,008 $33,131 ($385,683) $54,300 ($8,956,669) $303,227 $10,035,314
$17,832,829 ($407,518) $45,414 ($8,257,793) $950,823 $10,163,755
Grants and Programs Fundraising and Management & General Total Grants and Expenses
$6,875,064 $3,204,822 $10,079,886
$6,758,948 $3,083,242 $9,842,190
($44,572)
$321,565
Net Assets−Beginning of Year
$16,809,518
$16,764,946
Net Assets−End of Year
$16,764,946
$17,086,511
STATEMENTS OF FINANCIAL POSITION (as of June 30, 2013) Total Assets Total Liabilities Total Net Assets Total Liabilities and Net Assets
STATEMENTS OF ACTIVITIES
Change in Net Assets
The complete financial statements for Orange County United Way for fiscal years 2012 and 2013 audited by BDO USA, LLP are available at www.unitedwayoc.org/accountability.
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