ORANGE COUNTY UNITED WAY
Driving Change re-writing the story for children and families
2014
REPORT TO THE COMMUNITY
FACE 2024 the roadmap to a stronger community As we FACE the future together, we’re transforming the lives of children and families in Orange County by: • Funding innovative programs that support community-wide 10-year goals • Advocating for the voiceless to ensure policy and program improvement • Collaborating with those who have the passion, expertise and resources needed to drive change • Educating businesses, local leaders and the public on the critical issues facing our community
our goals
By 2024, working as a united community, we will: Improve Educational Outcomes by cutting the high school dropout rate in half Increase Financial Stability by reducing family financial instability by one-quarter Advance Health by ensuring that at least a third of our children live healthier lives Stabilize Housing by reducing the percentage of homeless and housing-insecure children in half
Dedicated to Robert E. Palmer, 1956-2014 Robert joined our Board in 2006, serving as chair from 2012-2014. Instrumental in the launch of FACE 2024 and our strategic plan, he is missed and fondly remembered as a passionate driver of change.
2014 Board of Directors Officers Steven D. Allison, Chair Crowell & Moring LLP
Ken Lickel, Vice Chair Community Volunteer
Lisa Locklear, Treasurer Ingram Micro, Inc.
Michael A. Johnson, Secretary
Automobile Club of Southern California
Max Gardner, President & CEO Orange County United Way
2
Ben Alvarado
Terry Feit
Sandra Hutchens
David G. Meulmester
Michael Ray
Sherri Bovino
Michael Feldman
Hector J. Infante
Nancy Meyer
Mike Ruane
Paula Campbell
Suzanne Fradette
Jacqueline A. Brya Kelley
John P. McGrath, PhD.
Ernest W. Schroeder
Steve Churm
Dr. Mildred Garcia
Robert E. Kent
Al Mijares
Nella Webster O’Grady
Ian Leisegang
Keith Morrison
James Wilson
Henry Mendoza
Shirley Quackenbush
Wells Fargo
Global, 1st Flagship Company
Edison International
The Orange County Register
Karen D. Conlon
California Association of Community Managers
Deloitte.
Union Bank
PricewaterhouseCoopers LLP
California State University Fullerton
Reggie Gilyard
Chapman University
Joseph C. Hensley US Bank
Orange County Sheriff’s Department
Chevron
Ernst & Young LLP
Key Information Systems
J.P. Morgan
Link, Murrel & Company, LLP
KPMG LLP
Community Volunteer
Edwards Lifesciences, LLC
Orange County Department of Education
NBC TV
Merrill Lynch Global Wealth Management
Western Digital Corporation
CalOptima
Schroeder Investment Partners, Inc.
Palo Capital
Enterprise Rent-A-Car
Driving Change 3,785
Destination Graduation students
education
19,717
students and educators reached by academic and career-oriented programs
15,120
community members received free tax preparation services
income
200
individuals participated in SparkPoint OC financial literacy plans and programs
health
297%
of our goal to help more people in Orange County get access to health care
1,704
individuals and families received housing and shelter
housing
When I tell people I work for United Way, they usually ask if I’m a fundraiser. And while dollars definitely fuel our mission, there’s a more impactful story to tell about the work we do: United Way exists to drive change. Here in Orange County, our role has expanded into that of a critical convener. We propel progress by mobilizing local partners, helping community organizations plan for the future, and activating strategies that make measurable differences in all our lives. In 2013, we committed to a 10-year action plan called FACE 2024. An ambitious collaborative effort, its aim is to create a stronger Orange County where everyone has access to a quality education, a sustainable income, better health and stable housing—the building blocks for a good life.
131,000
adults enrolled in Covered California health plans
in 2014, Orange County United Way helped change the story for 293,052 people in our community
From the beginning, we recognized that driving this monumental change would require incredible collective effort. And it’s happening. United Way’s network is strong, with diverse partners every bit as committed to reaching our shared goals. Our board is filled with leaders—hands-on champions who empower us to do the work. By tapping into mutual aspirations and focusing on core issues, we unite people and organizations to act. Thanks to your support, we are already moving the needle. We bring you this report as a dashboard of the past year, and invite you to experience our story as told by community members. They are our inspiration. I hope you’ll see that, while fundraising is a vital part of what we do, our reach encompasses much more: With your help, we’re driving lasting change in Orange County. Thank you,
Max L. Gardner President & CEO
3
Educati improving academic achievement, literacy and increasing on-time
4,000 Orange County high school students drop Many of these students will lack the financial resources to care for their families later in life. In fact, the decision to drop out is a dangerous one for students. Dropouts are more likely to be unemployed, living in poverty, receiving public assistance, in prison, unhealthy, divorced or single parents with children who drop out of high school themselves.
OUR OC READS INITIATIVE BROUGHT TOGETHER MORE THAN PARTNERS RANGING FROM PEDIATRIC OFFICES TO LIBRARIES TO AFTER-SCHOOL PROGRAMS, SO THAT STUDENTS LEARN TO READ BY THE THIRD
90
90
GRADE AND THEIR PARENTS PLAY AN ACTIVE ROLE IN LITERACY
4
90
on early-grade
high school graduation OUR OC READS INITIATIVE BROUGHT TOGETHER MORE THAN PARTNERS RANGING FROM PEDIATRIC OFFICES TO LIBRARIES TO AFTER-SCHOOL Dropout prevention starts early when parents and PROGRAMS, SO THAT STUDENTS children are LEARN engaged and have access to the tools TO READ BY THE THIRD they need for academic GRADE ANDachievement. THEIR PARENTS BetterPLAY AN ACTIVE ROLE IN LITERACY educated students and an increase in graduation
out each year
90
400+
STUDENTS ATTENDED FREE STEM SUMMER CAMPS
400+
90
rates will produce a better-prepared workforce.
we level the playing field by improving educational opportunities from cradle to career
The Boys & Girls Clubs of Santa Ana experienced great success over the summer months with the pilot of the Early Grade Literacy Program. It’s a great antidote for reducing the ‘summer slide’ in reading achievement and it increases parental engagement.
9,000
STUDENTS HAD ACCESS TO COLLEGE PREP INFORMATION INCLUDING APPLYING AND PAYING FOR SCHOOL
400+
STUDENTS ATTENDED FREE STEM SUMMER CAMPS
400+
9,000
“United Way’s Destination Graduation program has given me the opportunity to go on several different career-oriented field trips that have helped me define my path for the next four years in college.” — Michela 5
Income increasing financial stability
through access to education and in Orange County, 1 in 4 people live in poverty Since 1990, the number of Southern Californians living in poverty has nearly doubled. Startling on their own, these statistics are often bellwethers for greater, systemic problems. There is a direct link between financial hardship and the poor health and academic prospects of those living in poverty.
we’re helping solve the equation through job training and financial literacy
UNITED WAY’S FREE TAX PREP PROGRAM SERVED
15,120
15,120 INDIVIDUALS
6
personalized planning services
UNITED WAY’S FREE TAX PREP PROGRAM SERVED INDIVIDUALS
15,120
15,120
A locally driven, collaborative approach—one that engages and mobilizes local business, nonprofit and government leaders and strategically focuses our collective resources on tackling the interconnected root causes—is the most effective way to create lasting change. We focus on the most important tools to gain financial stability: job training, skills improvement and financial management guidance and empowerment. Reducing generational poverty and lessening the burden on public resources contributes to a
OUR OC FREE TAX PREP SERVICES HELPED INDIVIDUALS AND FAMILIES COLLECT
13
MORE THAN $ MILLION IN FEDERAL AND STATE REFUNDS
13million
THAT WOULD OTHERWISE GO UNCLAIMED
$
“The Automobile Club of Southern California
and Orange County United Way share a legacy of helping people in need. Through United Way, we engage our employees to give back to the community where we live and work. Together, we have created a stronger and more caring community.” —Michael A. Johnson, Senior Vice President, Members Services, Automobile Club of Southern California
thriving economy.
“Although I am a college graduate, I found myself without a job. I attended an Employment Readiness Program, where the workshops equipped me with a refined resume, gave me confidence in interviewing skills, and a renewed appreciation for my real-world experience. I enjoyed mock interview experiences, submitted applications and phone interviews to hone my skills and get direct feedback. I found the best job I have ever had with an opportunity to build my career. Today, I coordinate marketing and distribution at a medical supply company in Orange County— with full medical benefits, a good salary and tremendous opportunities to grow within the organization.” — Samuel, former client of WHW 7
Health improving access to health care, 1/3 of Orange County children are overweight When families don’t have enough to eat or are uncertain that food will be available, they may choose low-quality meals or fast food. When these children grow up, they are more likely to face severe health problems that may affect their ability to work, support their families and live a THROUGH THE COVERED OC COLLABORATIVE, financially stable life.ORANGE COUNTY UNITED WAY HELPED MORE THAN
131,000 RESIDENTS
ENROLL IN A COVERED CALIFORNIA HEALTH PLAN, UP 297% BEYOND PROJECTED ESTIMATES
131,000 THE ORANGE COUNTY FOOD BANK TONS PROVIDED NEARLY OF NON-PERISHABLES, 1 MILLION POUNDS OF FRESH PRODUCE AND 4 NEW AQUAPONIC FARMING SYSTEMS TO ENABLE COMMUNITY MEMBERS TO PRODUCE HEALTHY FOOD, THANKS TO UNITED WAY
200
8
200
THROUGH THE COVERED OC COLLABORATIVE, ORANGE COUNTY UNITED WAY HELPED MORE THAN
131,000 RESIDENTS
ENROLL IN A COVERED CALIFORNIA
131,000 HEALTH PLAN, UP 297% BEYOND
PROJECTED ESTIMATES
reducing childhood obesity
THE ORANGE COUNTY FOOD BANK TONS PROVIDED NEARLY
200
or obese; 13% of households are food-insecure
OF NON-PERISHABLES, 1 MILLION POUNDS OF FRESH PRODUCE
We work to improve the overall health of
200 AND 4 NEW AQUAPONIC FARMING
our community through programs that
SYSTEMS TO ENABLE COMMUNITY
provide food, nutritional education, physical
MEMBERS TO PRODUCE HEALTHY FOOD, THANKS TO UNITED WAY
fitness opportunities and access to quality medical care. Healthier children will grow up to be more productive members of our community’s workforce.
“Pacific Life and United Way work together because we recognize that there’s a great deal of disparity
and a great deal of need here in Orange County. Together, we can provide resources to help combat our community’s biggest issues in education, income, health and housing.” — Jim Morris, Chairman and CEO, Pacific Life Insurance Company
we get to the heart of the matter by targeting healthy eating habits, increased physical activity and access to health care
THROUGH THE COVERED OC COLLABORATIVE, ORANGE COUNTY UNITED WAY HELPED MORE THAN RESIDENTS ENROLL IN A COVERED CALIFORNIA HEALTH PLAN, UP 297% BEYOND PROJECTED ESTIMATES
131,000
131,000
IN PARTNERSHIP WITH UNITED WAY, THE SECOND HARVEST FOOD BANK OF ORANGE COUNTY PROVIDED MORE THAN
300,000
MEALS, INCLUDING FRESH PRODUCE, TO FOOD-INSECURE RESIDENTS AND AT-RISK CHILDREN
300,000
THE ORANGE COUNTY FOOD BANK TONS PROVIDED NEARLY OF NON-PERISHABLES, 1 MILLION POUNDS OF FRESH PRODUCE “As4 NEW a cancer survivor, now I am able to purchase insurance through AND AQUAPONIC FARMING SYSTEMS TO ENABLE COMMUNITY Covered California and don’t have to pay those high premiums due MEMBERS TO PRODUCE HEALTHY to a pre-existing condition.” FOOD, THANKS TO UNITED WAY
200
200 — Maria
9
Housing ending homelessness and helping affordable, stable housing
30,000 school-age children in our county are Families with children are among the fastest growing segments of the homeless population. Living arrangements for homeless children can be precarious, unstable, and at times dangerous. Without stable housing, children are at greater risk for family insecurity, challenges in school, unpredictable income and poor health.
“Southern California Edison partners with
United Way because together, we can build better communities–a Southern California we can all celebrate for years to come. We can help those who cannot help themselves and we can be the voice for those who cannot speak for themselves.” —Gaddi H. Vasquez, Senior Vice President, Government Affairs, Southern California Edison (former Director, United States Peace Corps)
10
ng to provide 2
homeless or housing-insecure
2
United Way programs help working families get access to permanent, affordable housing. Helping families avoid homelessness results in children who are better able to learn in school, maintain health and succeed in life.
“At Western Digital, it’s important that we give
something back to the community we live and work in–it’s a part of our DNA. Supporting United Way makes us feel good, but we do it because it’s the right thing to do.” —Steve Milligan, President & CEO, Western Digital
SPARKPOINT CENTERS EXPANDED
INTO LOCAL GRADE SCHOOLS. NOW 100 FAMILIES HAVE ACCESS TO FINANCIAL COACHING AND RENTAL ASSISTANCE SO THEIR
CHILDREN WON'T HAVE TO MOVE FROM SCHOOL TO SCHOOL
United Way is closing the door on homelessness and providing a key to family stability
2
SPARKPOINT CENTERS EXPANDED INTO LOCAL GRADE SCHOOLS. NOW 100 FAMILIES HAVE ACCESS TO FINANCIAL COACHING AND RENTAL ASSISTANCE SO THEIR CHILDREN WON'T HAVE TO MOVE FROM SCHOOL TO SCHOOL
2
5
5
5
RAPID REHOUSING PARTNERS PLACED 1,182 HOMELESS OR HOUSING-INSECURE FAMILIES INTO PERMANENT HOUSING
5“I was living in a shelter with my nine-year-old son. Through Serving People in Need RAPID REHOUSING PARTNERS (SPIN), I got the help PLACED 1,182 HOMELESS OR I needed to pay for move-in costs. They also connected HOUSING-INSECURE FAMILIES me to SparkPoint OC where I was able to get a great job. Today I am managing INTO PERMANENT HOUSING
my budget and working to complete my Associates degree.” — Elena, client of two United Way-supported programs
11
Our Partners in change Local companies play an integral role through
Dimensions in Giving Partner
their steadfast support of United Way. Their shared commitment is making positive change in the lives of tens of thousands of individuals throughout Orange County.
Exemplary Community Leader
This story will continue as the top businesses in our community pledge ongoing support to FACE 2024. At this year’s campaign kickoff event, leaders announced an annual fundraising goal
Spirit of Orange County
of $20 million.
Golden Key Partners
Edwards Lifesciences kicked off a high-energy workplace campaign.
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6th annual Walk United June 29, 2014 More than
$250,000 raised, a new record!
3,000+ men, women and children walked Our 5K course covered the grounds and the field Presenting event sponsor famous stagecoach
Angel Stadium
Wells Fargo’s
Destination Graduation
students celebrated with participants at the finish line
face
Interactive rest stops put a to Education, Income, Health and Housing in Orange County Information booths shared vital resources available to
community members
Three
live bands entertained the crowd
Gourmet food trucks offered
healthy options
Kids’ fun zone
featured bounce houses, super heroes and princesses
helping more people
All this added up to in the community gain self-sufficiency to create pathways for a
better future
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Individ advancing the common good Tocqueville Society
French philosopher Alexis de Tocqueville admired the uniquely American tradition of “neighbor helping neighbor� in Democracy in America. The Orange County United Way Tocqueville Society has grown to more than 275 community and business leaders who join more than 26,000 members across the United States in making a difference. These visionaries are driving change through their time, talent and philanthropic gifts. Society members contribute $10,000 or more annually.
800 Thanksgivings
Knowing that many families in Orange County go without the nutritious and festive foods that make Thanksgiving a day of celebration, Tocqueville Society members spent November giving back to their neighbors in need. They gathered for two days to assemble baskets filled with holiday fixings and hope for 800 local families. 14
duals
Orange Impact Society Members invest $10,000 or more of their gifts in Community Impact Thomas and Bonnie Abate
Donna Hansen
Joe and Gina Andrukaitis
Allergan Inc.
L-3 Interstate Electronics Corporation
Michele D. Johnson
Latham & Watkins LLP
Jerry Rapport
Lori and John Belli
Jacqueline Brya Kelley and Stephen Kelley
Michael Ray
Edwards Lifesciences LLC
Tocqueville Society Members Leading change throughout the Community
Ernst & Young LLP
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 donors have made annual gifts of $100,000 or more. TEN MILLION DOLLAR ROUNDTABLE
MILLION DOLLAR ROUNDTABLE
Laura Khouri and 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. Myers L Gil and Nancy Rommel
L
FOUR MILLION DOLLAR ROUNDTABLE Nancy and Geoffrey Stack Family Foundation
THREE MILLION DOLLAR ROUNDTABLE David and Sandy Stone Paula K. Mathis Peter and Gail Ochs
TWO MILLION DOLLAR ROUNDTABLE Robert A. and Joni Alter
Laura M. Benz
Ernst & Young LLP and Makaira Companies LLC
Dennis and Carol Berryman
Knute and Joyce Kurtz
Pacific Development Group
Debbie C. Bolar
Bolar Hirsch & Jennings LLP
Sherri Bovino
Global, A 1st Flagship Company
Joe Brennan
Fluor Corporation
Gregory Burden
Owl International, Inc.
Paula Campbell Edison International
Janet Davidson and Richard Plat
Retired Partner, Paul Hastings LLP
Suzanne Fradette and Steve Tucker
PricewaterhouseCoopers LLP
NATIONAL SOCIETY
Max and Artyn Gardner L Orange County United Way
John Coyne
Bruce Greenwood
L
Costco Wholesale
Stephen B. Gross
IHI Power Services Corp.
“United Way is uniquely positioned to address key local issues because they
have a vast network of strategic partners from all sectors that share the same goals in making Orange County an even better place to work and live.” —Laura Khouri, President, Western National Property Management and Tocqueville Society
Member
Holthouse, Carlin & Van Trigt LLP
Nancy Handel
PricewaterhouseCoopers LLP
Orville and Jeane Marlett Gregg and Leanne Martin The Boeing Company
Geraldine and John McGrath Edwards Lifesciences LLC
David and Barrie Meulmester KPMG LLP
Renita Mollman
Burns & McDonnell
Jim and Ann Morris
Pacific Life Insurance Company
Linda and Mike Mussallem Edwards Lifesciences LLC
Nella Webster O’Grady and Kevin O’Grady L Palo Capital
David and Julianna Pyott Foundation
Western Digital Corporation
Sarah J. “Sally” Anderson and Thomas B. Rogers L Plaza Bank
Mark and Dinah Stevens Fluor Corporation
Peter and Mary Tennyson Paul Hastings LLP and StashAll
Jeffrey T. Thomas
Gibson, Dunn & Crutcher LLP
Jacqueline and Bill Thompson
Surterre Properties, Inc.
William and Nancy Thompson Shelley B. Thunen Endologix
John and Megan Waldeck Pacific Life Insurance Company
Gary and Patricia Wescombe
Robert E. and Nancy Palmer Gibson, Dunn & Crutcher LLP
Arnold and Mabel Beckman Foundation
Dennis and Tami Parrott
Brian and Tara Woolfolk
Laila and Dryden Pence
Richard Yates
KPMG LLP
Pence Wealth Management
Pacific Life Insurance Company ACCO Engineered Systems
Bill and Pat Podlich Orange Impact Society Members
L Legacy Circle members perpetuate their gifts through their estates 15
TOCQUEVILLE SOCIETY MEMBERS Kellie Aamodt
Carolyn and William Beaver
Mark and Kim Clemens
Panteha Abdollahi
Alan and Kimberly Bick
Dr. Richard and Sally Afable
UPS
Paul Hastings LLP Hoag
Salman Alam
Western Digital Corporation
JoAnn Albers
Albers Consulting, LLC
Hugh and Jennifer Allen
Terry Feit
Adrian Griggs
Maho Jordan
Pacific Life Insurance Company
Ernst & Young LLP
Patrick Fitzgerald
Gibson, Dunn & Crutcher LLP
Dr. Thomas and Dr. Cynthia Coad
Brie Griset Smith and Peter Marshall Smith
Christy D. Joseph, Esq. and Jeff Schwalm
Howard and Katherine Bland
Joseph and Kathleen Coleman
Monica Foster
Orange County United Way
Snell & Wilmer, L.L.P.
Michael Hajeck
John C. Kappos
Western Digital Corporation
O’Melveny & Myers LLP
Jeffrey Hall
Adam and Rochelle Karr
UPS
O’Melveny & Myers LLP
Richard Hartley
Timothy J. and Marianne Kay
KPMG LLP
Snell & Wilmer, L.L.P.
Gregory and Barbara Hartnett
Joan and Eamon Kelly
KPMG Retirees
KPMG Retirees
Snell & Wilmer, L.L.P.
John and Tasia Boyle
Victoria Collins, Ph.D, CFP and David Collins
Automobile Club of Southern California
Christopher and Kelly Brown KPMG LLP
Advantage Car Exchange and Sanitation Districts of Los Angeles County
Rusty and Debi Brown
Steven and Kristy Allison
Call & Jensen, APC
Crowell & Moring LLP
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
Daniel and Sharon Bagan UPS
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
The Word and Brown Companies
Wayne and Lyn Call Jeff and Carol Carlile
Your Legacy Project
Karen D. Conlon
Jeffrey and Bonnie Dankberg Deloitte.
Suzanne and Ben DeJong Mike Denning
Ernst & Young LLP
Opus Bank and Nationwide Insurance
Celina Doka
Rachid Chamtieh
Brian Drake and Diane Drake, Ph.D
BJ Chandler
Premier Transportation
Theodore and Lusiana Chang Deloitte.
Mark and Michelle Chao Deloitte.
Steve and Cinda Churm The Orange County Register
Thomas Clarke
Ben Francois
Canterbury Consulting Incorporated
Vito and Mary Francone Deloitte.
Brian and Cheree Garbutt
The Word and Brown Companies
Ernst & Young LLP
Deloitte.
UPS
Lawrence Cortez
Joseph Carrillo
Nicole Carrillo and Keith Hall
PricewaterhouseCoopers LLP
John and Nancy French
Roger and Marjorie Davisson
Western Digital Corporation
Deloitte.
California Association of Community Managers
Carlile, Coatsworth Architects and Holthouse, Carlin & Van Trigt LLP
PricewaterhouseCoopers LLP
16
KPMG LLP
KPMG LLP
KPMG LLP
Greg and Julie Dunlap Deloitte.
Scott Ecker and Heidi Brandl Deloitte. and IHP Capital Partners
Tricia Esser
KTGY Group Inc., Architecture and Planning
Chip and Helen Fedalen The Irvine Company
Ernst & Young LLP Lee & Associates
Fluor Corporation
Barry and Camille Gershenovitz
Robert Haskell
Ernst & Young LLP
Pacific Life Insurance Company
Robert Hempstead
BonTerra Psomas
Lisa Konn and Naveed Hakim Deloitte.
John and Christine Koontz Alcon Labs
Loreen Gilbert, CIMA, AIF, CRC, CLTC
Western Digital Corporation
Mark and Laurie Henigan
Ian and Sally-Anne Leisegang
Irvine Company
J.P. Morgan
Reggie Gilyard and Suji Woo
J. Jay Herron and Dana Klein
Kim Letch and Nigel Stobart
O’Melveny & Myers LLP
Ernst & Young LLP
Monica Timpe Godfrey and Jeff Godfrey
Peter and Susan Hitch
Tina and Marc Ley
Urban Associates
Irvine Company
Craig and Jo Hodgetts
Marcus and Kenna Little
Deloitte.
Oakley and MOMS Orange County
Julie Holt
Lisa and Mark Locklear
Julie Holt Consulting
Ingram Micro Inc.
Linda and George Horioka
Robert W. Loewen
Ernst & Young LLP and XSURA
Gibson, Dunn & Crutcher LLP
Michael A. Johnson
Rob Lucenti
WealthWise Financial Services Chapman University
The Timpe Group - Morgan Stanley
Michael Gottlieb Ernst & Young LLP
Cindi Grace and Steve Camp Western Digital Corporation
Cynthia Stamper Graff Lindora, Inc.
Robert Eastridge Graham and Samantha Price Morgan Stanley-Newport Beach
Walter and Lola Green
Automobile Club of Southern California
Deloitte.
Christopher and Lauren Johnston
Mamer Financial Group Wells Fargo Advisors LLC
Ernst & Young LLP
Sue Mamer
Adam and Sarah Markman Brian and Michelle L. Maryott
Wells Fargo Advisors and Gibson Dunn & Crutcher LLP
Jennifer and Tony Mathews Bank of America
Jerry and Karen Mattes UPS
Joe and Christina Mauthe Deloitte.
Scott and Cheryl McCarley UPS
Matt and Diana McCutchen Deloitte.
Bill Mecklenburg and Christine CondinoMecklenburg
SES Insurance Brokerage Services Inc. and Coast to Coast Destinations
Gene and Rose Mergelmeyer
Assurant Specialty Property
Janie Merkle
RE/MAX Fine Homes
Juliette Meunier and Tim Cannon Ernst & Young LLP
Paula E. Meyer, Esq.
Paula E. Meyer & Associates, APC
Steve Milligan
Western Digital Corporation
James J. Moloney
Gibson, Dunn & Crutcher LLP
Cheryl and Joe Moreno Ernst & Young LLP
Colin Morgan
Western Digital Corporation
Donald L. Morrow and Judy J. Johnson Paul Hastings LLP
James and Karen Murphy Western Digital Corporation
Kalpana Ramakrishnan KPMG LLP
Daniel A. Sasse and Anne M. Brafford
Rick and Vickie Rayson
Crowell & Moring LLP and the Law Offices of Anne M. Brafford
Jeffrey and Andrea Reeves
Joy Schaefer and Greg Skaggs
Deloitte.
Gibson, Dunn & Crutcher LLP
Michelle A. Reinglass
ADR Office of Michelle A. Reinglass/ Judicate West
Marshall and Maria Solomon
Taryn and Warren Vidovich
Deloitte.
Blue Sky Color of Imagination
Gabriel Steffens and Katherine Bell
Joseph M. Viglione
TIAA-CREF and Paul Hastings LLP
Golden Eagle Advisors LLC
Tina Stoliar
James J. Scheinkman and Cindy Eden
Dave and Christine Sullivan
Snell & Wilmer, L.L.P.
KPMG LLP Deloitte.
Western Digital Corporation
Jennifer Williams Bank of America
Susan and Brett Williamson O’Melveny & Myers LLP
Gary Wilson
Haunani Nakabara
Richard Reisman
Pillsbury, Winthrop, Shaw, Pittman LLP
Brandon Sylvia
James Wilson
Scott S. Nelson and Catherine M. Nelson
Jeffrey M. Reisner Ed and Anita Richards
Donna and Ernest Schroeder
Gregory Thelin
Gabrielle Wirth
Angela Thompson
Dr. Tammy Wong
Helen and Conrad Timpe
Lance and Jeanie Wood
Kim and Kathleen Tobler
Josh and Andrea Woods
Ernst & Young LLP
Ernst & Young LLP
Beckman Coulter, Inc. and Ernst & Young LLP
Hamid and Melissa Shokrgozar
Khanh T. Tran and Debi Duong
John and Dawn Word
KPMG LLP
Ernst & Young LLP
Pamela Newcomb
Orange County Business Journal Irell & Manella LLP Alcon Labs
County of Orange Board of Supervisors
Matthew Rink
Gregory Njoes
Thomas J. Roach
PricewaterhouseCoopers LLP
Andrew and Janice Parnes Shea Homes
Sean and Tammy Peasley Deloitte.
Lisa Perrine and Bob Kuhel Cibola Systems
Michelle and Paul Prescott Deloitte.
Gina and Tom Primeaux
Alcon Labs
Ernst & Young LLP
The Robinson Foundation Duleep and Lisa Rodrigo KPMG LLP
J. Steven and Kimberly Roush
PricewaterhouseCoopers LLP and All-Star Executive Coaching
Michael P. and Shannon Russell
Deloitte.
Mohr Partners, Inc.
Rebecca L. Procsal
Dean and Terri Samsvick
KPMG LLP
KPMG LLP
Shirley and Steve Quackenbush L
Eric and Joy Sanders
Merrill Lynch Global Wealth Management and Container Freight/EIT, LLC
Allergan Inc.
Christine Scheuneman
Schroeder Investment Partners, Inc.
Julie A. Shafil
IMS Information Management Specialists
Michael and Barbara Shangraw
Tom and Marilyn Sutton Rutan & Tucker LLP Western Digital Corporation UPS
The Timpe Group - Morgan Stanley
Viking Technology a division of Sanmina
Pacific Life Insurance Company
John and Renee Simonis
Western Digital Corporation
Paul Hastings LLP
Sudeep Singh Deloitte.
Jeff Singletary
Snell & Wilmer, L.L.P.
Randy and Danette Smith UPS
Chahira Solh
Michael Tran
Dawn Trautman
Pacific Life Insurance Company
Julie R. Trotter
Call & Jensen, APC
John and Kirsten Valenta Deloitte.
Carla L. Vargas
PricewaterhouseCoopers LLP Enterprise Rent-A-Car Dorsey & Whitney LLP Fostering Executive Leadership PricewaterhouseCoopers LLP
The Word and Brown Companies
Severio Worthington
Western Digital Corporation
Meryl and George Young Gibson, Dunn & Crutcher LLP
Peter and Cindy Zofrea Ernst & Young LLP
12 Members Have Chosen to Remain Anonymous
Orange County United Way
Crowell & Moring LLP
17
In 2014, Orange County United Way raised $18,420,450 to ensure Orange County residents achieve their fullest potential by focusing on Education, Income, Health and Housing—the building blocks for a good life.
Financial
revenue snapshot
investment 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
GRANTS & PROGRAMS 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
OTHER includes endowment, events, as well as corporate and community grants
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
grants & programs
workplace
79%
$14,534,443
83% community
10%
11%
$1,962,267
other
10%
$1,923,740
total annual campaign
$18,420,450 18
fundraising
administration & general
7%
s 2013-2014 financial highlights 2013-2014 STATEMENTS OF FINANCIAL POSITION
6/30/2013
6/30/2014
Total Assets
$27,545,408
$26,062,463
<$10,458,897>
<$8,806,713>
$17,086,511
$17,255,750
Less Total Liabilities
Total Net Assets
STATEMENTS OF ACTIVITIES Annual Campaign Provision for Uncollectible Pledges Other Income
$17,832,829
$18,420,450
($407,518)
($443,759)
$996,237
$1,123,104
$18,421,548
$19,099,795
Grants and Programs
$6,758,948
$7,010,789
Donor Designations
$8,257,793
$8,784,321
Fundraising, Administration & General
$3,083,242
$3,135,446
$18,099,983
$18,930,556
$321,565
$169,239
$16,764,946
$17,086,511
$17,086,511
$17,255,750
Total Revenue
Total Grants, Designations and Expenses Change in Net Assets Net Assets – Beginning of Year Net Assets – End of Year
The complete financial statements for Orange County United Way for fiscal years 2013 and 2014 audited by BDO USA, LLP are available at www.unitedwayoc.org/accountability.
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thank you for joining us on our journey
To learn more, visit unitedwayoc.org 18012 Mitchell South, Irvine, CA 92614