TAKING CARE OF ONE ANOTHER THAT’S THE OC WAY 2021 Annual Report
21
02 | Annual Report
2021 BOARD OF DIRECTORS These local community and business leaders strategically guide the work of Orange County United Way, an independent 501(c)(3) charitable organization.
OFFICERS Chair Steve Churm* Community Leader Secretary Timothy S. Clyde* Katzkin Leather Treasurer Ben Alvarado* California Bank & Trust President & CEO Susan B. Parks* Orange County United Way
Ashleigh E. Aitken Aitken Aitken Cohn Steven D. Allison Troutman Pepper LLP Phyllis Anderson Kaiser Permanente – Orange County Charles Antis Antis Roofing and Waterproofing
James Johnson, Jr. PepsiCo Foods North America
Bill Pedigo ocV!BE Sports & Entertainment
Michael A. Johnson Automobile Club of Southern California
Robbin Narike Preciado Union Bank
Ann Johnston Psomas Jacqueline A. Kelley* Ernst & Young LLP
Lawrence R. Armstrong* Ware Malcomb
Keith Kobata Wells Fargo & Company
Shirin Behzadi Shirin Behzadi, LLC
Nanda Kumar Cheruvatath Eaton
Nicole Carrillo Hall loanDepot Antonella Aloma Castro* Real Estate and Business Attorney Mark Clemens KPMG LLP Hugh Conners Bank of the West
Robert Lambert Cushman & Wakefield Kenneth Lickel Retired – Alcon Laboratories Lisa A. Locklear Avanir Pharmaceuticals, Inc.
Martha V. Daniel IMRI
Paula Mattson Southern California Edison
Dilanthi De Alwis-Mummert UPS
Bill Maurer University of California, Irvine
Diane Brooks Dixon City of Newport Beach
Henry Mendoza MM & Company, LLP
Adrian S. Griggs Pacific Life Insurance Co.
Tam Nguyen Advance Beauty College
Renee Hendrick Orange County Department of Education
Joe Nuzzolese Edwards Lifesciences
Jeff Hittenberger Vanguard University
Maggie O’Sullivan JPMorganChase
Victoria M. Rixon Truist Wealth Mike Ruane National Community Renaissance Richard Sanchez Retired – CalOptima/ County of Orange Health Care Agency James J. Scheinkman Snell & Wilmer LLP Christine A. Scheuneman Board Director – Farmers & Merchants Bank of Long Beach Ernest W. Schroeder* Schroeder Management Company, Inc. Mitchell Shenkin Enterprise Holdings John F. Simonis Paul Hastings, LLP Ryan R. Smith PricewaterhouseCoopers LLP Allen Staff Bank of America John Valenta Deloitte Advisory Framroze Virjee California State University, Fullerton Todd Zegers* Ingram Micro
“UNITY IS STRENGTH… WHEN THERE IS TEAMWORK AND COLLABORATION, WONDERFUL THINGS CAN BE ACHIEVED.” – MATTIE STEPANEK
*Executive Committee Member
2021
OUR COMMUNITY CARES LIKE NO OTHER How can we make such a bold statement? Because no other community has what we have: the people who live here. Again and again, we see Orange County coming together. As individuals and as leaders in business, government, community and nonprofits, we step up. We are on the same team. We believe. We never stop caring. That’s our character, and that’s The OC Way. This is About All of Us In the last year, it has remained harder than ever for struggling families to make ends meet, for underserved students to graduate and get a strong start, for people experiencing homelessness to find a place to call home. And we’ve seen in the last two years that none of us is immune. Orange County’s challenges have gotten even more complex, and they affect more of our neighbors. More individuals, more Veterans, more families, more children. Our community’s problems affect every one of us. The Way We Care is Unparalleled It takes a consistent commitment to make a difference. With your local United Way as a catalyst, the people of Orange County have continued to dig deep. Even in the second year of a global pandemic, we never lost sight of the fact that we can do more as a community. The OC Way is about human beings working together tirelessly to help one another. Progress for the Future In this annual report, you’ll find profiles of a few of these people—each one is extraordinary. Some are the action-takers. Others received much-needed help. It’s people like them—and you— who inspire United Way to keep our focus on setting, measuring and achieving goals that matter to people—and that will ensure a better tomorrow for our community. Orange County United Way is on the road to our 100-year anniversary. Soon, we’ll develop our next strategic plan and you can be sure we’ll include you in the process again. In the future, you can depend on United Way doing what we’ve always done. We’ll remain hands-on, supporting the people who need us most. We’ll keep helping OC students achieve success. Keep helping families gain financial stability. And we’ll keep helping our homeless neighbors. In other words, we’ll continue to care for one another. Because that’s The OC Way. Sincerely,
Susan B. Parks President & CEO Orange County United Way
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THIS YEAR, THE PEOPLE OF
ORANGE COUNTY…
“Our responsibility is to remove barriers, to help students access opportunity and to give support, often outside of the classroom.” Antonella Aloma Castro, Leadership Council Chair
“Our beautiful, entrepreneurial county becomes an even better place when our homeless neighbors have a place to call home.” Lawrence R. Armstrong, Leadership Council Chair
JOINED TOGETHER TO FIND SOLUTIONS.
MAKE CHANGE. CARE… “We’re working to make it so everyone, no matter their means, is able to live here and raise a family here.” Todd Zegers, Leadership Council Chair
06 | Annual Report
CREATING PROGRESS AND VALUE FOR OUR COMMUNITY Last year, the total value created for our community was boosted significantly with extraordinary funding for new and expanded efforts due to the pandemic. Through our direct services and programs, our partner network and other essential community outreach, we served 726,960 people. Because we all care for one another. That’s The OC Way.
O U R C O M M U N I T Y—N O RT H TO S O U T H
Brea
Buena Park
Fullerton
Placentia
Westminster
La Habra
Cypress
Garden Grove
Anaheim
Huntington Beach
Los Alamitos
Fountain Valley
La Palma
Yorba Linda
Irvine
Seal Beach
Stanton
Orange
Villa Park
Population: 47,325
Population: 63,097
Population: 11,780
Population: 25,242
Population: 84,034
Population: 50,151
Population: 57,047
Population: 37,962
Data Source: U.S. Census Bureau, 2020
Population: 143,617
Population: 171,949
Population: 15,581
Population: 139,911
Population: 51,824
Population: 346,824
Population: 68,336
Population: 5,843
Population: 90,911
Population: 198,711
Population: 307,670
2021
$18,030,445 $2,291,923 PANDEMIC RELIEF FUND
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$830,343
$75,510
$12,588,032
SAVINGS TO THE COMMUNITY BY HOUSING NEIGHBORS EXPERIENCING HOMELESSNESS
PROGRAM SUPPORT
DONATED GOODS
VOLUNTEER HOURS
$2,406,426
TAX PREPARATION FEE SAVINGS
$16,780,933
$29,439,690
OC FREE TAX PREP REFUNDS
$3,694,504 EMERGENCY FOOD AND SHELTER DISTRIBUTIONS
EMERGENCY RENTAL ASSISTANCE
$86,137,806
FOR OUR COMMUNITY
TOTAL VALUE
Tustin
Lake Forest
Laguna Woods
Laguna Beach
San Juan Capistrano
Santa Ana
Rancho Santa Margarita
Mission Viejo
Laguna Niguel
San Clemente
Costa Mesa
Laguna Hills
Aliso Viejo
Dana Point
Population: 80,276
Population: 310,227
Population: 111,918
Newport Beach Population: 85,239
Population: 85,858
Population: 47,949
Population: 31,374
Population: 17,644
Population: 93,653
Population: 52,176
Population: 23,032
Population: 64,355
Population: 33,107
Population: 35,196
Population: 64,293
2021 | Profiles in Caring
We invite you to glimpse the meaning of The OC Way through the eyes of your neighbors. In their stories, they share how we care for one another and—most importantly—why caring for one another has made a difference. Whether we provide help or receive it, care strengthens us as individuals and as a community. Today and for the future.
HOW AND WHY WE CARE DEFINES US… THIS IS THE OC WAY
United to End Homelessness Housing Champion Advocate Jason
Anaheim
“I’m a living testimony. I want to show that this works.” Jason says his home gave him hope. When United Way helped him get into an apartment, he got security and opportunity that wasn’t possible when he was homeless. Now he’s paying it forward as a United Way Housing Champion, advocating for more permanent supportive housing in Orange County. “I can’t be afraid; I have to try. I’ve met people who had it all and lost everything; we’re all just one step away. It all boils down to helping people. Everybody deserves a place to live.”
Emergency Rental Assistance Recipient Benjamin
Ladera Ranch
“Getting help meant everything. It allowed me to be a dad to my son.” Ben injured his neck in an accident. Then his job was eliminated due to the pandemic. Things got tight and he fell behind on rent. With joint custody of his teenage son, he said, “It scared the daylights out of me.” Ben learned about federal Emergency Rental Assistance distributed by United Way and applied. The funds covered back rent, which meant Ben and his son could stay in their home. Today he has a new sales job and stable finances. “There are a lot of people like me who think they don’t qualify. But it’s shocking how many people want to help.”
United Way Campaign Manager Amberlee “AT” Taylor
Senior Communications Specialist Pacific Life, Newport Beach
“When employees see it, they understand and contribute.” In 23 years at Pacific Life, AT has worn multiple hats and managed numerous charitable efforts. The company’s core values spell out “PACIFIC,” with C standing for Community. She says that’s why their annual United Way Campaign is always so successful. “No other organization is like it. United Way aligns with our values because they’re helping people right here.” Each year, a creative theme and fun activities kick off the giving, including paycheck contributions and volunteering. “It’s important to show people where their dollars go.”
WelcomeHomeOC Property Providers Ernie and Donna Schroeder
Schroeder Management Company, Newport Beach
“We want Orange County to continue to be the best county it can be.” With his company having nearly 100 apartment units in the program, CEO Ernie Schroeder urges peers to look closely at WelcomeHomeOC. He points out that it’s a win for the provider, guaranteeing occupancy and steady market-rate income. And it’s a win for residents, ending their homelessness with good housing plus furnishings and basic supplies from United Way. “A person can walk in with pride. Get their life started again.” As residents of Orange County for over 50 years, Ernie and wife, Donna, explain their commitment: “It’s what we need to do as human beings. We need to let people know we’re here to help.”
“United Way has been a wave of opportunity for me to restart my life.” Howard grew up here, served in Vietnam, then became a successful artist in Hawaii, close to his inspiration, the ocean. He returned to Orange County and opened a gallery, but had to shutter it in 2020. With no way to support himself, Howard moved into temporary housing. It was a place to sleep, but it wasn’t a home. Getting his apartment through WelcomeHomeOC was a godsend. Now he’s creating again, collaborating with a local gallery and supporting himself. “I’m overwhelmed sometimes with joy and life, confidence and peace.”
WelcomeHomeOC Housing Beneficiary Howard
Mission Viejo
“I’d like to help a million people. I know I must start with one person at a time.” When Todd’s career brought him and his family to Orange County, he looked for a way to contribute meaningfully to his new community. The technology executive knew he’d found a personal and professional match as soon as he was introduced to United Way. By connecting his company’s electronics recycling to our work, he’s bridging the digital divide, helping more local people get devices and internet access so they can build better financial futures. And he’s multiplying the impact of his personal time, energy and expertise. “My investment is trackable. I’m putting fuel on the fire to help people level up.”
United for Financial Security Leadership Council Chair Todd Zegers
Global Vice President, ITAD and Reverse Logistics Ingram Micro, Irvine
UpSkill OC Program Participant Hai
Orange
“I feel a different degree of capability, a different trajectory for myself now.” Hai always felt pressure to succeed. Growing up in a single-parent home, he was expected to excel as a student and become a breadwinner to support his mom and family. As his career took twists and turns, he managed work and his responsibilities. But Hai wasn’t thriving. Then a mentor suggested UpSkill OC. Hai joined the program, training in cybersecurity at CISOSHARE. Now he has a roadmap for his future. “There are a multitude of ways you can revisit how your life can look. It’s not going to be easy, but there’s more support out there than you might think.”
Youth Career Connections Corporate Partner Kim Chips
Manager, Corporate Citizenship Disneyland Resort, Anaheim
“What I see in those sessions is a lot of light bulbs.” Kim is passionate about Disneyland Resort’s support of the Youth Career Connections program. She says it helps infuse students with 21st century skills. “We’re trying to hit every dimension of what it means to be successful when you enter the workplace,” which is good for everyone. “The connections are magic. For students, it’s the knowledge that someone cares enough about their future to take the time. Volunteers feel good knowing they’ve changed a person’s life. And our community gets a better-trained, better-equipped population of job seekers.”
“College is going to be a new chapter opening in my life.” Mayleen couldn’t believe it when she was selected to intern at Psomas. Culminating her Orange County United Way Youth Career Connections program at Los Amigos High School, the summer experience gave her the chance to try hands-on problem solving in environmental engineering. She says she liked it so much, she might major in it. When Mayleen starts college next year, she’ll be the first in her family to go. “I want to get an actual career and do well in life. And not have to struggle the way my parents had to struggle.”
Youth Career Connections Program Participant Mayleen
Fountain Valley
“The worst thing can happen. But you can get on your feet again.” Yeni, her husband and their three sons left Colombia when it became unsafe. After arriving here, all five lived in one bedroom. Yeni says, “I used to cry outside so the kids couldn’t see me.” To rebuild their lives, her husband took a job making tacos; she cleaned homes while the kids were in school. Late one night, searching for resources, Yeni found United Way. She joined the SparkPoint OC South County Pilot and received financial counseling plus a grant to launch an online business. Now she’s helping support her family. She advises, “Don’t judge yourself. Ask for help.”
SparkPoint OC Program Participant Yeni
Laguna Hills
THAT’S THE OC WAY!
08 | Annual Report
CARING FOR OUR NEIGHBORS EXPERIENCING HOMELESSNESS Last year, many in our community joined our work. Opened their hearts. Contributed time and treasure. Spoke up. Became part of the solution, amplifying the level of care we provided to an unprecedented level.
Community Members Stepped Up, Helped Close a Funding Gap Donors gave generously to A Place to Call Home, our 2021 targeted campaign to house 300 people. Their gifts bridged a $1.8 million gap so United to End Homelessness could provide individuals and families with essentials (security deposits, moving expenses, basic furnishings and supportive services) as they moved into safe and secure housing. We want to especially thank our Champion Donors for their exceptional support.
Over 200 Took Part in Annual Awareness Week Hunger and Homelessness Awareness Week in November offered numerous educational opportunities through social media and online events. Residents joined the inaugural State of Homelessness Address and learned about progress in the community. A virtual Pass the Mic event featured a panel of men and women with lived experience on homelessness. The OC Register published a cover story and Becks Heyhoe, Executive Director, United to End Homelessness, appeared on Fox 11’s Good Day LA.
Housing Advocacy Accomplishments In 2021, our United to End Homelessness Housing Champions Advocacy Network hosted more than 30 classes (such as Advocacy 101, Housing Made Simple and Housing Advocacy Messaging). Hundreds of local supporters have been trained and, to date, an impressive 464 have qualified as Housing Champions. With their efforts, 325 units of affordable housing, including 50 permanent supportive housing units, were approved for development in Santa Ana, Garden Grove and Placentia by their respective city councils.
2021
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Over 500 Neighbors Housed From 2019 to 2021, a powerful coalition of caring individuals has changed the path of homelessness in our county. WelcomeHomeOCSM, the innovative housing assistance program empowered by Orange County United Way, reached the milestone of matching 500+ individuals holding housing vouchers—including 100 OC Veterans—with homes and supportive services. The program’s growth accelerated as the network exceeded 80 property providers.
10 | Annual Report
For Class of 2021 Mentees, Caring Boosted Confidence The impressive contributions: 285 mentors from 81 OC companies gave 2,803 volunteer hours for college and life-readiness workshops and 1:1 support. The inspirational results: 285 seniors from 25 high schools across the Anaheim, Garden Grove and Santa Ana districts completed the rigorous six-month program. At the end, these students, many who are first-generation, received new laptops and tech kits at a joyous graduation ceremony. 90% felt confident about applying to or attending college.
2021
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CARING FOR OUR STUDENTS, EMPOWERING THEIR FUTURES As students faced a second year of hybrid learning and pandemic challenges, we worked to support their resilience. By adapting programs. Focusing on their health and well-being. Caring holistically to help them thrive in school today, graduate tomorrow and get ahead in their future careers and lives.
3,714 Students Experienced New Destination Graduation Workshops
Vaccines for Underserved Communities in Orange County
The resources students need are always evolving. So our programs are advancing too. Fresh college exploration and financial aid workshops and our all-new Destination Graduation Summer Academy provided a broad range of support. Sessions ranged from Demystifying College Myths (for parents) to DACA application assistance and a session with tips on writing answers to Personal Insight Questions on the University of California application. We’re grateful for Southern California Edison for sponsoring Destination Graduation since 2008.
When Edwards Lifesciences Foundation and nurses from Providence St. Joseph Health saw the need for greater accessibility to COVID-19 vaccines in our community, they reached out to us. Working with United Way, 50 pop-up and mobile clinics were brought to local school districts (Anaheim Union High, Centralia Elementary, Garden Grove and Santa Ana) where more than 5,000 people received their shots in two months. This partnership, built on caring and community trust, improved accessibility for vulnerable residents and their children.
Youth Career Connections Enlivened Real-world Learning Our Youth Career Connections program kept linking OC schools and students with local companies and employees—safely and creatively. Little Diversified Architectural Consulting filmed their office tour for a virtual presentation. Disneyland Resort hosted mock interviews and job skills training online. High schoolers interned in industries matched to their career interests. Students from underserved areas came to our four-week Career & Life Prep Summer Academy—and we’d like to thank Bank of America for providing 136 scholarships for internships and the Academy!
12 | Annual Report
CARING FOR OUR FAMILIES, STRENGTHENING THEIR FINANCIAL STABILITY If you’re focused on survival and making ends meet, a brighter future can be a faraway vision. Our programs helped more neighbors address immediate needs. Eased the pressure of bills. Boosted financial knowledge, confidence and long-term skills. We care for others so they can better care for themselves and their families.
Cheers to Growth! RH Dana Became Sixth SparkPoint OC Site
Emergency Rental Assistance Helped Residents Stay Housed
With the success of our pilot at RH Dana Elementary, the school has joined five other SparkPoint OC sites across the county. Providing welcoming places where we helped nearly 400 families in need this year, our SparkPoint OC locations make resources accessible and empower greater financial wellness. In November and December, local volunteers also donated and distributed holiday food baskets, grocery vouchers and messages of cheer to SparkPoint OC families.
We continued to provide recovery support to our neighbors by distributing federal and state COVID-19 relief funding in partnership with the cities of Irvine and Santa Ana as well as the County of Orange. This Emergency Rental Assistance (ERA) funding was crucial to help our neighbors catch up on back rent or utilities. With ERA, we were able to help more than 8,700 OC residents stay in their homes.
OC Free Tax Prep Generated $17 Million in Community Impact Undaunted, 332 of our IRS-certified volunteers prepared taxes, fully remote. They adjusted to enable clients to drop off and pick up their returns, upload documents securely, use their mobile devices, and walked them through MyFreeTaxes.com. With great teamwork, almost 12,000 households filed their returns, saving $2.4 million in tax prep fees and receiving $14.6 million in federal and state refunds.
New UpSkill OC Scholarship Met Participants’ Immediate Needs UpSkill OC, our workforce development program, launched its new “Scholarship and More” fund to help more people enter the program and stay through completion. The scholarships meant participants could focus on their training by covering rent, utilities and groceries. The goal? For them to land jobs with good wages in high-demand industries like healthcare and IT. So far, 63 local individuals have been helped by this program.
New Educational Series Kept It Real The real cost of living and financial security for OC residents goes beyond our paychecks. And a thriving economy for everyone depends on reimagining how we assist jobseekers and support our most vulnerable families. Our new “Keeping It Real OC” panel discussion events addressed these topics and brought experts and compassionate community members together for insightful dialogue.
2021
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Extending Financial Wellness Outreach to South County Contrary to mainstream perception, numerous families in South OC struggled to stay afloat and housed during the pandemic. We reached out to them with our South County Financial Wellness Pilot at RH Dana Elementary School in Dana Point. This three-month program addressed immediate needs, helped them establish goals and set them up for long-term stability. Workshops, consultations with a financial wellness specialist and laptops on loan for access to crucial resources ensured that 100 families got caring, impactful assistance.
Rally for Change: A Celebration of Corporate Social Responsibility This past year, leading corporate social responsibility partners gathered at Champion Sponsor Edwards Lifesciences’ new conference center as well as virtually. The Home Team spirit of collaboration was evident as nominees and winners applauded a year of caring and making changes in our community together.
2021
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2021 EVENTS In 2021, Orange County’s caring spirit was undeterred. We reunited safely to accomplish our mission. And to recognize the contributions and achievements of the individuals, companies and partners who are central to the forward movement of our community. 2021 Scorecard Event Virtual Series Shared Findings and Progress Stories of hope illustrated how our programs and work impacted Orange County over the last year. Once again, we presented three virtual sessions during April, one for each initiative: United to End Homelessness, United for Student Success and United for Financial Security.
Cultures United Conversation Series Built Bridges Interest in discovering more about our community’s diverse cultures and challenges grew this year, so these events became a monthly opportunity to unite and learn about one another. Sponsored by California Bank & Trust, topics ranged from helping Afghan refugees, to supporting Veterans, to diversity in the workplace and higher education. Featured speakers included those of Vietnamese American, African American, Latino and American Indian cultural backgrounds.
900+ OC Leaders Raised Over $433,000 at Women’s Philanthropy Fund Breakfast It’s recognized as the #1 OC breakfast fundraiser for community impact for good reason! Award-winning journalist Lisa Ling inspired attendees whose contributions strengthened our local Impact Hubs, including a new one in South County. Our thanks to event co-chairs Anne Michaelsen-Yahn and Dilanthi De Alwis as well as board member Tam Nguyen for moderating the Q&A.
16 | Annual Report
PASSIONATE COMMUNITY LEADERS: THE ALEXIS DE TOCQUEVILLE SOCIETY Last year, nearly 400 people in Orange County made a tremendous difference as members of our Alexis de Tocqueville Society. Through their active philanthropy, they demonstrated their deep care for others.
Inaugural Taking Flight Fundraiser Honored Changemakers Surrounded by historic aircraft and vehicles at the Lyon Air Museum, spirits were uplifted as funds were raised in November. Recognizing Alexis de Tocqueville Society members’ contributions of $2.9 million to our mission, this new event raised $275,000 more. The evening’s spotlight also shined on three distinguished award recipients.
Nancy and Mike Meyer 2021 Legacy Medal Honorees
Lawrence R. and Sandy C. Armstrong 2021 Taking Action Medal Honorees
Win Rhodes (left) 2021 Inspiration Medal Honoree
2021
SHOWING THE WAY WITH GENEROSITY, ACTION AND IMPACT Members of the President’s Circle focus their generosity on making long-term, local change. With an annual contribution of $10,000 or more directed specifically to Orange County United Way’s programs, they empower life-altering outcomes.
Thomas and Bonnie Abate
Delia Delgado
Lisa and Mark Locklear
Win Rhodes
Alexandra and Alan Airth
Patrick and Hon. Diane B. Dixon
The Masson-Shaffer Family Foundation
Tom Rogers and Sally Anderson
Kevin Dorse
Paula Mattson
Bill Rooklidge
Laurie and Scott Dubchansky
Rashmi Menon
Steve and Kimberly Roush
Gene and Rose Mergelmeyer
Shannon and Michael P. Russell
Norman and Suzanne Metcalfe
Jim Scheinkman and Cindy Eden
Michael L. and Nancy B. Meyer
Donna and Ernest Schroeder
Michele Miller
Denise Schuler
Adrian and Kristen Griggs
Ann and Jim Morris
Erin Schwarz
Hee-Won and Craigar Grosvenor
Susan D. Morrison
Mitchell Shenkin
Linda and Mike Mussallem
Karen and Scott Sherman
Mark Grosvenor and the J. Mark Grosvenor Foundation
The Myers Family Foundation
John and Renee Simonis
Karen Grundhofer
Peter and Gail Ochs
Casey and Leah Hannegan
Kevin O’Grady and Nella Webster O’Grady
The Nancy and Geoffrey Stack Family Foundation
Donna Hansen
Jay and Lisa Orlandi
Mark and Laurie Henigan
Maggie O’Sullivan and Craig Strombom
Peter and Mary Tennyson
The Stephen G. Oswald and Regina Oswald Foundation
Shelley Thunen
Kristen Allison Steven and Kristy Allison Ben and Charmaine Alvarado Greg Amparano Dawn and Charles Antis Lawrence R. and Sandra C. Armstrong Greg and Cathleen Backley Susan Barnum Shirin Behzadi and Perzan Irani Dennis and Carol Berryman Fred A. and Diane F. Blum Sherri Bovino John and Tasia Boyle Marlo Brooke Jeffrey, Carol and Becky Burch Gregory Burden Darryl and Karla Button Nicole Carrillo Hall
Kari and Chris Durham Bruce and Anne Fettel Vito and Mary Francone Jamie Lynn Fullmer Memorial Fund Artyn and Max Gardner*
Peter and Susan Hitch Michele D. Johnson Sinan Kanatsiz
Brenda Springer
Linda and Randall Takahashi Jeffrey Thomas Dawn Trautman John Valenta
Rick and Anne Keller
Kenneth Parker and Carol Normandin
Jackie and Steve Kelley*
Susan and Dennis Parks
Megan and John Waldeck
Steve and Cinda Churm
Robert and Anne Kent
Maya Patel
Gary Wescombe
Timothy and Madeleine Clyde
Mike and Debe Lucki
Peggy Penjoyan
Larry Wood
Nandakumar and Mrudula Jyothi Cheruvatath
The Podlich Family Fund
Richard and Lisa Yates
Roger and Marjorie Davisson
Sarah and Randy Lake
Tony and Colleen Premer
Peter and Cindy Zofrea Todd and April Zegers
Dilanthi De Alwis-Mummert
Marc and Tina Ley
Shirley and Steve Quackenbush
Kenneth and JoAnn Lickel
Michael Ray
Antonella Castro and Bradley Schumacher
John and Melinda Kehl
Kathy and Joe Celentano
Victoria and David Collins
Seven President’s Circle members have elected to remain anonymous.
Listing as of April 2022
Rao and Rani Varanasi
*President’s Circle Co-chairs
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CORPORATE, FOUNDATION AND OTHER FUNDING PARTNERS Our ability to change lives is galvanized by the amazing response of valued partners. Thank you for showing how much you care through your vibrant and steadfast funding via workplace giving campaigns, sponsorships, grants and other generous support. S E E PA G E S 2 0 A N D 2 1 F O R A L I S T O F O U R C O R P O R AT E , F O U N D AT I O N A N D O T H E R F U N D I N G PA R T N E R S
Raising $1.4 Million, Edwards Lifesciences Cares Year-round Once again, Edwards employees showed their compassion for OC. Their workplace giving campaign raised big dollars, plus their volunteer efforts made an enormous difference for neighboring community members like the students and families of Washington Elementary in Santa Ana. They donated and distributed 425 technology backpacks (with laptops and school supplies) and their holiday food drive provided 109 festively decorated meal boxes to local families.
20 | Annual Report
THANK YOU FOR YOUR LEADERSHIP AND FOR CARING FOR OUR COMMUNITY... CORPORATE, FOUNDATION AND OTHER FUNDING PARTNERS AbbVie Foundation
City National Bank
Frome Family Foundation
ACCO Engineered Systems
City of Anaheim
Alcon Labs
City of Santa Ana
Garden Grove Unified School District
Alta Resources
Comerica Bank, Inc.
Amazon
Commercial Bank of California
American Advisors Group
Commercial Metal Forming
Amway/Nutrilite
CopperPoint Insurance Companies
Anaheim Union High School District
CoStar
Anthem
Costco Wholesale
Antis Roofing and Waterproofing
County of Orange
Aon Risk Services
Cox Communications, Inc.
IMRI Information Management Resources Inc.
ARMS Business Solutions
Crowell & Moring LLP
In-N-Out Burger Foundation
Assurant Specialty Property
Cushman & Wakefield
Insperity
AT&T
Deloitte.
Internal Revenue Service
Automobile Club of Southern California
Disneyland Resort
ITW – Illinois Tool Works
East West Bank
JLL
Eaton Aerospace
Johnson & Johnson
Edwards Lifesciences LLC
JP Morgan Chase & Co.
Endologix
Kaiser Permanente Medical Center
Enterprise Holdings
Knobbe Martens
EPHESOFT
KPMG LLP
Ernst & Young LLP
L3Harris
Experian
Latham & Watkins LLP
FedEx Corporation
Little Diversified Architectural Consulting
Avanir Pharmaceuticals Bank of America Bank of the West Beckman Coulter, Inc. BMO Harris Bank and BMO Capital Markets Burns & McDonnell California Bank & Trust California International Bank California State Employees California State University, Fullerton Capistrano Unified School District Capital One Financial Corporation Centene Management Company LLC Chevron Corporation
Fifth Third Bank
Gibson, Dunn & Crutcher LLP Ginny and Peter Ueberroth Family Foundation Google Fiber Grant Thornton Hanover Insurance Hoag
First Foundation Bank
loanDepot
FirstService Residential California, LLC
Lon V. Smith Foundation Marsh McLennan
Fishel Company
Masson Family Foundation/ Lifestyle of Giving
Fluor Corporation Ford Motor Company Fountain Valley Regional Hospital
MDRT Foundation Medtronic, Inc.
2021
Mission Hospital Regional Medical Center
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Public Law Center
Target Corporation
QSC
Tarsadia Foundation
Raytheon Company
The Standard – Standard Insurance
Ricoh Corporation
The Word & Brown Companies
Robert Half
Theodora Oringher PC
Rockwell Automation
Timken
Rutan & Tucker LLP
Travelers Insurance
Samueli Foundation
Troutman Pepper
Santa Ana Unified School District
Truist Bank
Orange County Department of Education
Schroeder Management Company, Inc.
UCI Health
Orange County Fire Authority
Sentry Insurance
Orange County Transportation Authority
Siemer Institute for Family Stability
Nationwide Insurance Newport Mesa Unified School District Northern Trust Bank of California O’Melveny & Myers LLP Orange County Business Journal Orange County Community Foundation
Pacific Life Insurance Company
Sisters of St. Joseph Healthcare Foundation
Pacific Premier Bank
Snell & Wilmer, L.L.P.
Pacific Western Bank
SoCalGas
Parker Hannifin
Southern California Edison
Paul Hastings
SPEC Services Inc.
Paychex
St. Joseph Community Partnership Fund
PCL Construction Services, Inc. Pfizer Inc., Reg Office & Sales Force PIMCO Advisors L.P. PricewaterhouseCoopers LLP Principal Financial Group Prosperity Now Providence St. Joseph Health
St. Mark Presbyterian Church Starbucks Corporation State of California Sunwest Bank Synchrony Financial
UniHealth Foundation Union Bank UnitedHealthcare University Mechanical & Engineering University of California, Irvine UPS West Region US Bank USAA Real Estate Company Wal-Mart Stores, Inc. Ware Malcomb WealthWise Financial Services Wells Fargo Western National Group Zions Bank
Synoptek
THAT’S THE OC WAY!
22 | Annual Report
IN 2021, ORANGE COUNTY UNITED WAY’S REVENUE OF $47,470,135 ALLOWED US TO DO MORE FOR OUR COMMUNITY. BREAKDOWN OF REGULAR FUNDING STREAM
Investments in programs and people
92% GRANTS AND PROGRAMS
50.7%
34.4%
($9,150,054)
($6,207,392)
INDIVIDUAL GIVING
CORPORATE GIVING
$18,030,445 $29,439,690
9.0%
5.8%
($1,621,498)
($1,051,500)
GOVERNMENT
FOUNDATIONS
Regular Funding Streams (Breakdown shown above)
Includes issue expertise and research, program development and implementation, funding of nonprofit and educational services providers, community leadership and partnerships, public awareness and community education, advocacy, volunteer and donor engagement and support staffing. In 2021, also includes extraordinary funding for Emergency Rental Assistance.
5% FUNDRAISING
Pandemic-Related Emergency Rental Assistance Funding
$47,470,135
2021 TOTAL REVENUE SUPPORT
Includes the costs associated with raising money to support our mission.
3% ADMINISTRATION Includes finance, IT and administrative services that support our mission.
2021
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2020–2021 Statements of Financial Highlights
6/30/2020
6/30/2021
Total Assets
$28,014,932
$35,809,028
Less Total Liabilities
$(4,891,524)
$(9,639,244)
Total Net Assets
$23,123,408
$26,169,784
STATEMENT OF FINANCIAL POSITION
STATEMENT OF ACTIVITIES Annual Campaign
$19,045,001
$17,995,967
—
$29,439,690
$9,033
$34,478
$19,054,034
$47,470,135
$533,473
$5,247,483
$(274,008)
$(667,120)
Total Revenue
$19,313,499
$52,050,498
Grants and Programs
$10,890,500
$40,419,295
Donor Directed Giving
$5,564,543
$4,740,625
Fundraising, Administration and General
$3,727,013
$3,844,202
$20,182,056
$49,004,122
$(868,557)
$3,046,376
Net Assets – Beginning of Year
$23,991,965
$23,123,408
Net Assets – End of Year
$23,123,408
$26,169,784
Emergency Rental Assistance Endowment Gifts Total Annual Campaign Other Income Provision for Uncollectible Pledges
Total Grants, Directed Giving and Expenses Change in Net Assets
The complete financial statements for Orange County United Way fiscal year 2020 and 2021, audited by BDO USA, LLP, are available at www.unitedwayoc.org/accountability.
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JOIN US IN CARING FOR ONE ANOTHER. TOGETHER, WE CAN ACHIEVE EVEN MORE FOR OUR COMMUNITY.
18012 Mitchell South, Irvine, CA 92614 | 949.660.7600
UnitedWayOC.org