AN UNCHARTED YEAR, A UNITED RESPONSE 2020 Annual Report
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2020 BOARD OF DIRECTORS These local community and business leaders strategically guide the work of Orange County United Way, a standalone, independent 501(c)(3) charitable organization.
OFFICERS Chair Steve Churm* FivePoint Holdings, LLC Vice Chair Tam Nguyen* Advance Beauty College Treasurer Suzanne Fradette* PricewaterhouseCoopers LLP Secretary Timothy S. Clyde* Katzkin Leather President & CEO Susan B. Parks* Orange County United Way
Ashleigh E. Aitken Aitken Aitken Cohn Steven D. Allison Troutman Pepper LLP Ben Alvarado California Bank & Trust Charles Antis Antis Roofing and Waterproofing Lawrence R. Armstrong* Ware Malcomb Shirin Behzadi Shirin Behzadi, LLC
Jeff Hittenberger Orange County Department of Education James Johnson, Jr. PepsiCo Foods North America Michael A. Johnson Automobile Club of Southern California Jacqueline A. Kelley* Ernst & Young LLP Keith Kobata Wells Fargo & Company
Sherri Bovino 1st Flagship Company
Nanda Kumar Cheruvatath Eaton
Nicole Carrillo Hall loanDepot
Robert Lambert Cushman & Wakefield
Antonella Aloma Castro Real Estate and Business Attorney
Ian Leisegang* 3Spoke Capital
Mark Clemens KPMG LLP
Kenneth Lickel Retired – Alcon Laboratories
Gina Cordero Disney Parks, Experiences and Products
Lisa A. Locklear Avanir Pharmaceuticals, Inc.
Martha V. Daniel IMRI Dilanthi De Alwis-Mummert UPS Diane Brooks Dixon City of Newport Beach Adrian S. Griggs Pacific Life Insurance Co.
Paula Mattson Southern California Edison Henry Mendoza MM & Company, LLP Joe Nuzzolese Edwards Lifesciences Adey Nyamathi University of California, Irvine
Maggie O’Sullivan JPMorganChase Bill Pedigo ocV!BE Sports & Entertainment Robbin Narike Preciado Union Bank Mike Ruane National Community Renaissance James J. Scheinkman Snell & Wilmer LLP Christine A. Scheuneman Farmers & Merchants Bank of Long Beach David Schiegoleit Bank of the West Ernest W. Schroeder Schroeder Management Company, Inc. Mitchell Shenkin Enterprises Holdings John F. Simonis Paul Hastings LLP Allen Staff Bank of America Mark E. Stockton US Bank John E. Stratman, Jr. Kaiser Permanente John Valenta Deloitte Advisory Framroze Virjee California State University, Fullerton
LAST YEAR, WE SERVED 831,047 PEOPLE IN ORANGE COUNTY THROUGH DIRECT SERVICES AND PROGRAMS, OUR FUNDED PARTNERS NETWORK AND ESSENTIAL COMMUNITY OUTREACH. *Executive Committee Member
2020
AN ECOSYSTEM OF ACTION In 2020, Orange County faced the unimaginable. It was an uncharted year that magnified the needs of those in our community who were already hurting the most. And last year amplified the importance of fighting for equity for everyone. Orange County United Way began 2020 focused on our essential and fundamental goals: working to ensure our students succeed, empowering families to find financial security, and helping our homeless neighbors find a place to call home. Then the pandemic struck. While our existing work remained imperative, it was immediately evident that we had to do more. And we did, thanks to the remarkable people of Orange County. You responded without hesitation and in truly selfless ways. Individuals, families, local businesses, community partners and coalitions took action with unity, urgency and innovation. We’ve always known that relationships like these are key to fulfilling our mission—they form an ecosystem of action. But last year, we saw the strength, size and impact of this ecosystem grow! I hope you’ll be inspired by the extraordinary achievements of our community as you read this report. But let’s be clear that our fight is far from over. The people we serve, those in Orange County who suffered the biggest blows in 2020, still have the greatest needs in 2021. Furthermore, we have more work to do to ensure better and more equitable opportunities for all our neighbors. We must stay united, stay committed and continue to respond. If you care about Orange County’s young people and our future workforce, support student success. If you care about families, support our programs that strengthen their financial security. If you care about those who have fallen through the cracks in our community or who need a place to call home, support our initiative that is ending homelessness for good. Simply put, when you support our work, you’re helping us to do more for our neighbors who need it most. Looking back, 2020 showed us that being united has never been more crucial. Looking ahead, we believe that staying united has the power to lift us all.
Sincerely,
Susan B. Parks President & CEO Orange County United Way
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AN UNCHARTED YEAR
As 2020 began, low-income individuals, families and households across Orange County were already struggling. When the pandemic hit, everyone felt it. But for those living on the edge, it struck a shattering blow. Threatened before, the crisis magnified their challenges and made the gaps they faced before March more apparent, suddenly wider—and for some, the differences in equity and opportunity were insurmountable.
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A UNITED RESPONSE
As last year unfolded, the essential nature of our work was amplified. Incredible volunteers, partners and community leaders teamed up with us to accelerate our assistance, nearly instantly. Not only that, new people got involved, new ideas were generated and new ways of tackling complex issues became a new way of life. Our community united and responded, reaching out to provide help to those who needed it most, all across Orange County.
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DOING MORE WITH URGENCY In 2020, United Way and Orange County came together to do what we do best: help one another.
We United to End Homelessness
We United for Financial Security
We United for Student Success
Against tough odds and the year’s unprecedented challenges, we persisted to help more families and individuals experiencing homelessness find a place to call home.
With the support of added, adapted and improved programs, local workers increased their skills and were hired by Orange County employers; our free tax filing support services shifted online; parents increased their financial literacy to plan for a better future for their families.
New programs, provided virtually, continued our work to help younger learners read and to prepare high schoolers to graduate ready for college, career and life.
Three cross-sector leadership councils, guided by board members, spearhead our work on our key initiatives:
United to End Homelessness Leadership Council Chair Lawrence R. Armstrong Ware Malcomb
WE’RE PROUD OF THIS UNITED RESPONSE. AND IS NOT FINISHED AS LONG AS SO MANY OF OUR
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AND INNOVATION We United to Solve New Challenges with Creativity and Care Our partners, new and old, stepped up with speed, courage and resources to tackle unforeseen challenges and make a difference in the lives of Orange County’s most in need.
We United to Use Technology in New Ways We collaborated with global and local technology experts to revolutionize how we connect with donors and our most vulnerable. We built technologies that precisely serve our community, ensure our donors’ trust and prove we can innovate to meet future challenges.
We United in Our Commitment to Diversity, Equity and Inclusion Fundamentally, our work has always been about humanity, opportunity and equity. This year we defined our focus to intentionally and explicitly remove barriers for those most harmed by them and actively address all inequities.
United for Financial Security Leadership Council
United for Student Success Leadership Council
Chair Allen Staff Bank of America
Chair Antonella Castro Real Estate and Business Attorney
WE’RE ACUTELY AWARE THAT OUR WORK NEIGHBORS STILL NEED OUR HELP.
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UNITED TO END HOMELESSNESS Knowing that the solution to homelessness is a home, passionate activists and committed community members kept fighting last year. Together we are putting roofs over the heads of families, veterans, foster youth and seniors, and advocating for systemic change.
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“
The process was easy; it couldn’t have gone better. I thought, ‘You’re going to rent out your place. You might as well rent it to somebody who really needs a hand up.’ It’s a total win-win.
Through United Way, Matt Rink found a way to, as he puts it, “walk the walk, not just talk the talk.“ When he learned about how WelcomeHomeOC works, he realized the program’s benefits would make things simpler for him while also providing a chance to tangibly help a real problem in our community.
Matt Rink, WelcomeHomeOC property owner network member
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It went wrong so quickly. But I feel good about myself now; I feel good about tomorrow. I can smile again.
In 2014, Stephanie’s husband lost his job, they lost their home and then they separated. The 67-year-old grandmother was battling chronic health conditions and hospital stays alone, and she ended up in a homeless shelter. Our WelcomeHomeOC program turned life around for Stephanie, who now lives in a stable and safe apartment in Tustin.
Stephanie, WelcomeHomeOC program beneficiary
2020
We’re ending homelessness in Orange County for good.
WelcomeHomeOC Gains Momentum Undeterred by COVID-19, our WelcomeHomeOC program housed 178 people— 63 more than the previous year. New rental property owners joined, nearly doubling our network to 64. Our program was endorsed by the CA Apartment Association (in addition to the Apartment Association of Orange County). And the U.S. Department of Housing and Urban Development (HUD) recognized WelcomeHomeOC as a national best-practice program.
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2020 2019
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178 PEOPLE HOUSED IN 2020
United to End Homelessness Houses Former Foster Youth
25
United to End Homelessness was proud to find housing for all former foster youth who qualified for vouchers from the Santa Ana Housing Authority under the new federal Foster Youth to Independence Campaign. What’s more, all 25 individuals were housed within 90 days of receiving their voucher.
Housing Champions Get City Approvals Last year, 130 community members received our Advocacy 101 training and became Housing Champions who speak up for affordable and permanent supportive housing in Orange County. And what a great job they did in 2020! Every new development they advocated for was approved by city councils. The projects in Lake Forest, Buena Park and Placentia will bring 202 new affordable housing units, including 41 units of permanent supportive housing, to our community.
202 NEW AFFORDABLE AND PERMANENT SUPPORTIVE HOUSING UNITS
Facebook Live Keeps Us Connected to the Cause @UnitedtoEndHomelessness
Experts led Community Chats on family homelessness, ending homelessness during a pandemic and initiatives like Project Roomkey, part of California’s COVID-19 response to give people experiencing homelessness a place to quarantine or recover.
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UNITED FOR FINANCIAL SECURITY
Every person deserves the chance to build a financially empowered life. That’s not always easy with the high cost of living in Orange County, especially for people on the edge. We work tirelessly to bring opportunities and resources to jobseekers, parents, seniors and everyone who needs caring support.
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What moves the workforce ahead is community partnerships. Partnering with organizations that work with other organizations, we can help people go further, faster.
Carma Lacy’s personal and professional backgrounds merge to form a powerful “why.” Having grown up in foster care, she’s passionate about removing barriers for this generation and those to come. She and her agency found a perfect fit with United Way and UpSkill OC. It’s a partnership that creates pathways to better wages and increases people’s financial literacy while supporting local businesses to expand employment opportunities.
Carma Lacy, Orange County Workforce Development Board, Executive Director
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Even when things seem impossible, there’s always, always a way that things can happen. People need to just go for it. Go for it and just watch the magic that happens.
A single mother, Kyi worked two jobs seven days a week as a home health aide to support her daughter. With her innate drive and our UpSkill OC program, she gained skills in medical billing and coding and the confidence to land a better job. Kyi’s new career will double her income, stabilize her housing and allow her to build a better life for herself and her child.
Kyi, UpSkill OC program graduate
2020
We’re putting struggling Orange County families on the path from surviving to thriving.
14,200 Clients, Nearly $18.6 Million in Refunds Like many of our programs, OC Free Tax Prep pivoted to virtual. IRS-certified volunteers helped thousands throughout the county prepare their returns and file online using mobile devices and our tax prep portal. Our program helped them save prep fees, claim tax credits and receive their refunds quickly and safely. Especially this year, refunds were often a safety net for local households to put toward bills, car repairs, groceries and other basic needs.
UpSkill OC: Removing Barriers with New Offerings Increased training accessibility and improved employment opportunities became even more important for OC residents who were severely impacted by the pandemic. Our UpSkill OC program responded with free virtual career coaching workshops and a Career Development Master Class online. And corporate and community volunteers conducted mock interviews with UpSkill OC participants and other job seekers during our Day of Action event.
Innovative Partnership with Orange County Workforce Development Board and OC One-Stop Center A new partnership with the Orange County Workforce Development Board and OC One-Stop Center in Garden Grove underscored our commitment to community collaboration. This innovative partnership expanded UpSkill OC’s portfolio, increasing access to job training, job leads, supportive services and more.
SparkPoint OC Empowerment Goes Virtual SparkPoint OC’s education and coaching helps residents and their families set goals for stabilizing their finances and housing. This support continued to be accessible during the pandemic through virtual one-on-one coaching and online Financial Literacy Workshops.
300 Thanksgiving Meals, Thanks to L.A. Charger Casey Hayward The Hayward’s Hands Foundation partnered with United Way and the Magnolia School District for a drive-through holiday event. Low-income families with students from Jonas E. Salk Elementary, a SparkPoint OC location in Anaheim, picked up heat-and-eat meals provided by My Healthy Penguin meal prep delivery company. This is the second year the football hero’s organization has co-sponsored the Thanksgiving meal for a partner school.
Emergency Food and Shelter Program (EFSP) Feeds Millions Did you know United Way manages Orange County’s federal EFSP funds? As part of our social safety net efforts, 2020 CARES Act funds boosted our ability to directly address the critical needs of seniors, veterans, homeless and at-risk youth as well as our most vulnerable families and individuals. The program provided nearly three million food boxes in 2020.
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UNITED FOR STUDENT SUCCESS
Orange County’s underserved youth can face insurmountable challenges and last year increased their obstacles. We support the physical, mental and emotional health of students, giving them a brighter beginning to a better start in life.
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“
My job is to help my mentee put his best foot forward and see how good he is for himself, to encourage him gently, saying, ‘You are capable.’ I think he is going to enter college feeling stronger about himself.
Looking for a way to continue volunteering from home, the Class of 2021 program appealed to Rani Varanasi. She said, “I hope everyone with time participates to bring up our community. We all come up together, not singly. Especially our young people. They’re our hope.”
Rani Varanasi, Class of 2021 mentor and Alexis de Tocqueville Society member
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My mentor, she’s been through what I want to do, she’s experienced, she’s done it. I’m fortunate I can communicate with her when I have questions about college and even other stuff. It’s been eye-opening and I’m forever grateful for the opportunity.
Andres, the oldest of three children and first in his family to apply for college, has shouldered the pressures of the pandemic while maintaining high grades and navigating the complex college admissions process. His United Way mentor provided guidance and confidence to pursue his dream of attending Stanford or UC Berkeley and a career in government.
Andres, Class of 2021 mentee and Santa Ana high school senior
2020
We’re helping Orange County students stay on track and graduate on time. Class of 2021 Program Matches 300 Seniors Launched in 2020 for high schoolers in Anaheim, Garden Grove and Santa Ana (communities greatly affected by COVID-19), the Class of 2021 program paired 300 seniors facing their critical year before college with local mentors. They met regularly online to help the students overcome challenges of isolation while gaining personal encouragement and insights into college admissions, networking, career aspirations and more. The seniors also participated in virtual workshops and, upon completion of the program and graduation, received technology kits with a new laptop to celebrate their hard work.
ViewSonic Supports Destination Graduation Tech leader ViewSonic donated interactive digital displays and computers to United Way for local programs and schools. The equipment allows teachers to easily create lessons, use videos to engage students and promote computer science learning and collaboration. Unveiled at Los Amigos High School (where 83% of students come from low-income households), the new technology empowers our Destination Graduation program to provide real-world experiences to participants at Orange County high schools. With the support of this program, the students are gaining the skills and support to graduate and become successful in life.
Youth Career Connections Provides Summer Opportunity Little did anyone know that summer internships would look very different in 2020! Youth Career Connections, which links high school seniors and Orange County companies for hands-on career exploration, supported 2,939 young people through corporate classroom speakers, industry site visits, teacher learning panels and summer internships. We hosted the first-ever Virtual Employability Academy to bring students exciting opportunities to build experience and qualifications, online.
2,939
Books, Books and More Books for OC Elementary Students More than 16,000 books and school supplies reached young readers, including kids at multiple elementary schools in Anaheim, Garden Grove and Santa Ana as well as the Boys and Girls Club of Fullerton—another meaningful way our dedicated donors joined together to give local learners a strong start.
Cox Communications Donates Tech Backpacks RH Dana Elementary School in Dana Point enrolls many children whose families are employed in industries hardest hit by the pandemic, such as hospitality. To support these students, Cox Communications assembled tech backpacks to bridge the digital divide.
Walnut Elementary Gets the Gold We’re pleased to announce that our four Healthy Schools have received national awards! Walnut Elementary (La Habra) received Gold status this year, joining our Silver schools: Pacific Drive Elementary (Fullerton), Paul Revere Elementary (Anaheim) and Whitaker Elementary (Buena Park). These awards from the Alliance for a Healthier Generation recognize schools dedicated to serving nutritious food, promoting physical health and supporting the community’s overall wellness.
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UNITED FOR PANDEMIC RELIEF
COVID-19’s sudden shutdowns, while shocking, galvanized our community and ignited our sense of urgency. United Way and Orange County resolved to stand by our mission to support residents living on the brink—and do even more. We found transformative ways to take action within hours and days.
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So many were hurting, out of work. It was an eye-opener. We saw a once-in-a-lifetime occurrence where we needed to do everything we could. We decided to pretty much empty out the piggy bank to try to keep people in their homes.
When Nancy Lyons and Larry Smith, lifelong volunteers and community supporters, became aware of the huge disparity in how the virus was affecting people in our county, they wanted to make a meaningful difference and they wanted to help locally. The Pandemic Relief Fund aligned with their intentions, and United Way enabled them to quickly direct their gift to generate far-reaching impact.
Nancy Lyons and Larry Smith, Lyons-Smith Family Foundation, United Way supporters
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It allowed me to better cope. Instead of just eating cereal and just getting by, I could actually have a full meal. I didn’t have to do without.
The pandemic practically erased Darrel’s livelihood as an independent driver, leaving him with tough choices to stretch his money. Rent, insurance and essential expenses meant he had to cut back on other basics like food. A $500 Pandemic Relief Fund emergency debit card from United Way reduced that stress and improved his overall health and wellbeing.
Darrel, United States veteran, recipient of $500 emergency debit card
2020
When people’s needs accelerated, our determination did too. The shutdown meant more than inconvenience for the people we serve. For the neediest in Orange County, for workers who lost their jobs without warning and for others who already depended on us, the crisis threatened their very survival. Action—as soon as possible—was our only option.
Pandemic Relief Fund With the realization that support couldn’t wait, our Pandemic Relief Fund was conceived within days. Individuals, organizations and partners answered the call with generous donations. And by late March, we began getting help into the hands of local families and households.
6,078
Homelessness Prevention Program
HOUSEHOLDS HELPED IN 2020
The crisis was crushing for neighbors already on the brink of homelessness. With rent due in days, many were in danger of eviction. Others could make their payments but were left with hard choices about food and necessities like utilities. By the end of the year, our new program supplied 6,078 households with a $500 emergency debit card, easing some of this pressure.
Lyons-Smith Family Foundation Goes All In Donor matching is a powerful way to maximize a gift. At the pandemic’s onset, Nancy Lyons and Larry Smith took advantage of this strategy to help neighbors who were hungry and households in danger of losing their homes. Not only that, when they learned United Way could get their idea off the ground in a hurry, they gave big. Their foundation’s $500,000 helped launch the Homelessness Prevention Program and, with matching, created $1 million for our community. Most importantly for Nancy and Larry, the gift helped 2,000 families.
Grocery and Food Assistance During 2020, we provided 50,000 community members hard hit by the pandemic with food assistance. 380 households received $250 grocery cards to purchase nutritious ingredients for meals.
Volunteers Join in Nailing It for Health Care Workers A determined force of local professionals, businesses and volunteers from the Asian American and Pacific Islander community united early to gather essential personal protective equipment for health care workers and students. Led by Tam Nguyen (Board of Directors Vice Chair and Chair of Cultures United), Nailing It for America, in partnership with United Way, distributed more than 30,000 face masks as well as meals and hand sanitizer to Orange County frontline heroes.
7,000 COVID-19 Test Kits United Way partnered with 360 Clinic, the Orange County Health Agency and area volunteers to assemble 7,000 take-home COVID-19 test kits for OC residents. The kits went to 360 Clinic to provide real-time tests throughout the community.
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EXPERTS COLLABORATED, SOLUTIONS EMERGED Collaboration with partners in our community is the enduring mainstay of United Way’s programs and services. But the challenges of 2020, especially the pandemic, raised the bar. Last year, Orange County’s world-class business, technology and philanthropic minds lent their expertise to drive our mission ahead, faster. They innovated, united and improved lives.
AWS Builds App to Accelerate Access to Assistance With the great outpouring of local need, we partnered with Amazon Web Services to develop the AssistOC application. The solution allowed us to distribute funds faster by leveraging the latest technology to enable submissions for financial assistance from mobile devices or computers. It improved efficiency and was easy for clients of our Homelessness Prevention Program to use. Best of all, the app was built in just three weeks.
Bank of America Speeds Emergency Debit Card Distribution With the AssistOC app up and running, we dramatically improved our speed for making Homelessness Prevention Program funds available to approved residents. That’s when we turned to Bank of America. The bank lent the power of their systems to get the $500 Pandemic Relief Fund emergency debit cards to local residents more quickly.
Avanir Pharmaceuticals Launches Philanthropy Cloud for Instant Success Typically, most companies take months to set up a philanthropy platform, plus more time to roll out their workforce giving campaign. But last year, Avanir Pharmaceuticals in Aliso Viejo had a different vision. They wanted one platform to engage both local employees and affiliates across the country. And they wanted to start giving back during COVID-19 immediately. Everyone leaped into the project and with extraordinary teamwork, Avanir implemented our Salesforce Philanthropy Cloud platform and their campaign kicked off in less than two weeks! Avanir Pharmaceuticals matched employee generosity dollar-fordollar, resulting in a $44,000 contribution to the Pandemic Relief Fund.
INDIVIDUALLY, WE ARE ONE DROP. TOGETHER, WE ARE AN OCEAN.
–Ryunosuke Satoro
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Pandemic Relief Donors $250,000 AND UP
Lyons-Smith Family Foundation
The Stephen G. Oswald & Regina Oswald Foundation
$ 10 0 , 0 0 0 A N D U P
$5 0 , 0 0 0 A N D U P
William, Jeff and Jennifer Gross Family Foundation
Linda and Mike Mussallem
$2 5 , 0 0 0 A N D U P
The Isidore & Penny Myers Foundation
Adrian and Kristen Griggs
Max and Artyn Gardner
The Podlich Family Fund
Leatherby Family Foundation
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2020 VALUE TO OUR United Way’s initiatives address our community’s needs head-on. In 2020, we were able to do even more for those who are the most vulnerable and who suffered the greatest consequences from the pandemic. We maintained our focus on closing gaps for people in Orange County and on generating revenues and savings from our programs and services that deliver value back to the community.
$18,689,437
OC FREE TAX PREP REFUNDS
$5,458,092 $4,110,000 PANDEMIC RELIEF
TOTAL VALUE
SAVINGS TO THE COMMUNITY BY HOUSING HOMELESS PEOPLE
$813,824 VOLUNTEER HOURS
$52,
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COMMUNITY $2,869,006 TAX PREPARATION FEE SAVINGS
$74,000 DONATED GOODS
$1,112,385 EMERGENCY FOOD AND SHELTER DISTRIBUTIONS
$19,054,034 PROGRAM SUPPORT
180,778
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CORPORATE, FOUNDATION AND OTHER FUNDING PARTNERS In an uncharted year, our valued partners shined through in incredible ways. Thank you for your united response, for your energy, expertise and selfless philanthropy, and for making Orange County better for everyone.
CORPORATE, COMMUNITY AND FOUNDATION PARTNERS STRENGTHENED OUR MISSION THROUGH WORKPLACE GIVING CAMPAIGNS, SPONSORSHIPS, GRANTS AND OTHER GENEROUS SUPPORT
2020
Edwards Lifesciences’ workplace campaign was once again a huge success, incorporating virtual, hybrid and safe in-person engagement to sustain results. Caring employees raised $1 million— including $217,000 to continue their exceptional support of Washington Elementary School’s students and families! How did they do it? With creative events, including a talent showcase and fun opportunities to bid on activities like pouring an ice bucket over an executive.
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3M Company ACCO Engineered Systems Albertsons Companies Foundation Alcon Labs Allergan Foundation Alliant Insurance Services, Inc Alta Resources Amway/Nutrilite Anaheim Ducks
Citibank/Citi Community Development City of Anaheim City National Bank Coca Cola Company Comerica Bank, Inc. Commercial Bank of California Costco Wholesale County of Orange Cox Communications
Frome Family Foundation Garden Grove Unified School District George Hoag Family Foundation Gibson, Dunn & Crutcher LLP Google Google Fiber Grant Thornton Greenberg Traurig LLP Gonzalez Northgate Market
Crowell & Moring LLP
The William, Jeff and Jennifer Gross Family Foundation
Cushman & Wakefield
Hanover Insurance
Davis Farr LLP
Health Funders Partnership
Deloitte.
Hoag Hospital
Disneyland Resort
Homeful Foundation
Dorsey & Whitney LLP
IBM Corporation
Armanino LLP
East West Bank
ARMS Business Solutions – Enterprise Holdings
Eaton Aerospace
IMRI Information Management Resources Inc.
Anaheim Union High School District Angels Baseball Anthem Antis Roofing and Waterproofing Aon Risk Services Applied Medical Resources Corporation
Assurant Specialty Property AT&T Automobile Club of Southern California Avanir Pharmaceuticals, Inc. Avanos Avery Dennison B. Braun Bank of America Beckman Coulter, Inc. Behr Paint Corporation BMO Harris Bank and BMO Capital Markets Burns & McDonnell Caliber Collison California Bank & Trust California International Bank Capital One Bank Chevron
Edwards Lifesciences LLC Enterprise Rent-A-Car Ephesoft Ernst & Young LLP Experian Farmers Insurance Farmers & Merchants Bank of Central California
Ingram Micro In-N-Out Burger Foundation Insperity Internal Revenue Service ITW – Illinois Tool Works Johnson & Johnson JP Morgan Chase & Co. Kaiser Permanente Medical Center
FedEx Corporation (Express)
KCOMM
Ferruzzo & Ferruzzo
Kimberly-Clark Corporation
Fifth Third Bank
KPMG LLP
First American Title Company
L3Harris
First Bank
Latham & Watkins LLP
FirstService Residential
The Leatherby Family Foundation
Fishel Company
Link Logistics
FivePoint Holdings, LLC
Little Diversified Architectural Consulting
Fluor Corporation Ford Motor Company Fountain Valley Regional Hospital & Medical Center
loanDepot Lon V. Smith Foundation Los Angeles Chargers
2020
The Lyons-Smith Family Foundation
Pitney Bowes, Mailing Division/ Copier & Fax Division
The Masson-Shaffer Family Foundation
The Podlich Family Fund
Microsoft Corporation Million Dollar Round Table Mission Hospital Regional Medical Center The Myers Family Foundation National Community Renaissance Nationwide Insurance Newport Mesa Unified School District Nordstrom
Orange County Community Foundation
Siemer Institute
Parker Hannifin Paul Hastings Paychex PCL Construction Services, Inc. Pfizer Inc., Reg Office & Sales Force PIMCO Advisors L.P.
TJ Maxx Division, TJX Companies Troutman Pepper
Robinson Foundation
Sentry Insurance
Pacific Western Bank
Timken
Robert Half
Orange County Business Journal
Pacific Premier Bank
Theodora Oringher PC
Ricoh Corporation
Santa Ana Unified School District
Pacific Life Insurance Company
The Word & Brown Companies
Raytheon Company
O’Melveny & Myers LLP
The Stephen G. Oswald and Regina Oswald Foundation
The Standard – Standard Insurance Company
Providence St. Jude Medical Center
Samueli Foundation
Orange County’s Credit Union
Tarsadia Foundation
Providence St. Joseph Health
OCTA – O.C. Transportation Authority
Orange County Soccer Club
Target Corporation
Prosperity Now
Rutan & Tucker LLP
Orange County Human Resources
TAP-OC
Principal Financial Group
Northern Trust Bank of California
Orange County Fire Authority
Synoptek
PricewaterhouseCoopers LLP
Rockwell Automation
Orange County Department of Education
Synchrony Financial
UniHealth Foundation Union Bank UnitedHealthcare United Ways of California United Way Worldwide University of California – Irvine UPS West Region
Sisters of St. Joseph Healthcare Foundation
US Bank USAA Real Estate Company
Snell & Wilmer, L.L.P.
Verizon Wireless
Southern California Edison
Viewsonic Corporation
Southern California Gas Sprint Western Division, U.S. Sprint
Wal-Mart Stores, Inc.
The Nancy and Geoffrey Stack Family Foundation
Ware Malcomb Wells Fargo
St. Mark Presbyterian Church
Western National Group
State of California
WWW Foundation
Sunwest Bank
THANK YOU!
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2020 EVENTS Supporters joined us online with their open hearts, genuine enthusiasm and unwavering spirit of community!
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Rally for Change Celebrates Corporate Social Responsibility More than 300 corporate partners, philanthropists, local leaders and advocates joined virtually for the first time ever to recognize their commitment, passion and energy as Orange County’s Home Team. From volunteering to grants and major donations, sponsorships and all-important workplace giving campaigns, it was a time to highlight all they’ve done to help level the playing field and improve lives across our community.
CHAMPION SPONSOR
ALEXIS DE TOCQUEVILLE SOCIETY AWARD
LEADERS SOCIETY AWARD
OUTSTANDING VOLUNTEER ENGAGEMENT AWARD
UNITED4OC AWARDS
Supporters united virtually to show their collective strength as members of our Home Team.
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Women’s Philanthropy Fund Breakfast Hits a Skyhook Don Yahn and Ann Michaelson Yahn chaired our 2020 event, ranked #1 Charity Breakfast for community impact by the Orange County Business Journal. 800 attendees tuned in and were inspired by celebrity guest Kareem Abdul-Jabbar, raising nearly $444,000.
Champion Sponsor Bank of America led a host of supporters dedicated to improving the lives of families and children facing poverty and housing instability in challenged neighborhoods. From left: Steve Churm, Orange County United Way Board of Directors Chairman; Kareem AbdulJabbar; Dan Yahn and Ann Michaelson Yahn, Event Co-chairs; Susan B. Parks, Orange County United Way President and CEO; Laurie Dubchansky, Women’s Philanthropy Fund Co-chair
2020 Scorecard Event One of the first to pivot online, our highly anticipated annual scorecard event became three, 15-minute video sessions. Nearly 850 viewers got the latest insights into the most significant issues facing our county— plus the meaningful work being done to confront these challenges as a united community.
Title sponsor FivePoint Holdings LLC was instrumental in presenting last year’s findings and stories of hope.
Debut of Cultures United with a Conversation Series The fight for equity will take time and effort. Informed by our commitment to diversity, equity and inclusion, we launched new opportunities to promote open dialogue and a space to share stories within Orange County’s communities. Each Cultures United Conversation highlights challenges while acknowledging similarities and identifying concrete actions.
Left to right; Cultures United Co-chairs Ben Alvarado, Martha Daniel and Tam Nguyen.
View our Commitment to Diversity, Equity and Inclusion Statement
We appreciate the generosity of California Bank and Trust, the sponsor of our Cultures United Conversation Series.
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UNITED FOR COMMUNITY IMPACT Dedicated community leaders went above and beyond last year as they supported our mission— often in new ways. Thank you for channeling your passion to improve Orange County!
Nearly 400 steadfast local visionaries show their commitment to Orange County United Way through membership in the Alexis de Tocqueville Society.
2020
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Members of the President’s Circle focus their loyalty on responding to the urgent needs of their neighbors. With an annual contribution of $10,000 or more directed to support Orange County United Way’s mission and local programs, their extraordinary generosity makes a tremendous difference in bettering lives throughout our community for the long term. The Masson-Shaffer Family Foundation
Bill Rooklidge
Paula Mattson
Daniel Sasse and Anne Brafford
Thomas and Bonnie Abate
Patrick and Hon. Diane B. Dixon
Alexandra and Alan Airth
Kevin Dorse
Kristen Allison
Laurie and Scott Dubchansky
Steven and Kristy Allison
Kari and Chris Durham
Ben and Charmaine Alvarado
Bruce and Anne Fettel
Greg Amparano
Artyn and Max Gardner*
Mr. and Mrs. Joseph Andrukaitis
Adrian and Kristen Griggs
Michele Miller
The William, Jeff and Jennifer Gross Family Foundation
Ann and Jim Morris Susan D. Morrison
Lawrence R. and Sandra C. Armstrong
Hee-Won and Craigr Grosvenor
Linda and Mike Mussallem
Greg and Cathleen Backley
Casey and Leah Hannegan
The Myers Family Foundation
Donna Hansen
Lan Nguyen
Mark and Laurie Henigan
Peter and Gail Ochs
Peter and Susan Hitch
Kevin O’Grady and Nella Webster O’Grady
The Nancy and Geoffrey Stack Family Foundation
The Stephen G. Oswald and Regina Oswald Foundation
David Stone Peter and Mary Tennyson
Kenneth Parker and Carol Normandin
Jeffrey Thomas
Susan B. and Dennis Parks
Dawn Trautman
Dawn and Charles Antis
Shirin Behzadi and Perzan Irani Dennis and Carol Berryman Sherri Bovino John and Tasia Boyle Marlo Brooke Jeff, Carol and Becky Burch Gregory Burden Darryl and Karla Button Antonella Castro and Bradley Schumacher Kathy and Joe Celentano Steve and Cinda Churm Timothy and Madeleine Clyde Victoria and David Collins Roger and Marjorie Davisson Dilanthi De Alwis-Mummert Therese DeGroot
Jeff Hittenberger Sinan Kanatsiz Timothy and Marianne Kay John and Melinda Kehl Rick and Anne Keller Jackie and Steve Kelley* Robert and Anne Kent Nandakumar and Mrudula Jyothi Cheruvatath Sarah and Randy Lake The Leatherby Family Foundation Marc and Tina Ley Kenneth and JoAnn Lickel Lisa and Mark Locklear
Delia Delgado
The Lyons-Smith Family Foundation
*President’s Circle Co-chairs
Listing as of March 2021
Gene and Rose Mergelmeyer Norman and Suzanne Metcalfe Michael L. and Nancy B. Meyer
Maya Patel Bill and Camille Pedigo Peggy Penjoyan The Podlich Family Fund Tony and Colleen Premer Shirley and Steve Quackenbush Michael Ray Mr. and Mrs. Rick Rayson Tom Rogers and Sally Anderson
Steve and Kimberly Roush
Jim Scheinkman and Cindy Eden Donna and Ernest Schroeder Denise Schuler Erin Schwarz Mitchell Shenkin Karen and Scott Sherman John and Renee Simonis Chahira Solh
Shelley Thunen John Valenta Rao and Rani Varanasi Megan and John Waldeck Gary Wescombe Larry Wood Tracy Wood Anne and Don Yahn Richard and Lisa Yates Peter and Cindy Zofrea
14 President’s Circle members have elected to remain anonymous.
38 | Annual Report
IN 2020, ORANGE COUNTY UNITED WAY RAISED $19,054,034 TO DO MORE TO CHANGE THE LIVES OF CHILDREN AND ADULTS ACROSS OUR COMMUNITY.
2020 revenue support
$19,054,034
Investments in programs and people
82% GRANTS AND PROGRAMS Includes issue expertise and research, program development and implementation, funding of nonprofit and educational services providers, community leadership and partnerships, public awareness and community education, advocacy, volunteer and donor engagement and support staffing
13% FUNDRAISING Includes the costs associated with raising money to support our mission
49%
25%
25%
.05%
$9,523,729 includes funds raised through United Way campaigns at participating companies whose employees live and/or work in Orange County
$4,723,177 includes events as well as corporate and community grants
$4,798,094 includes individuals giving outside of a workplace campaign
$9,033 includes bequests and planned gifts
WORKPLACE
OTHER
COMMUNITY
ENDOWMENTS
6% ADMINISTRATION Includes finance, IT and administrative services that support our mission
2020
2019–2020 statements of financial highlights
6/30/2019
6/30/2020
Total Assets
$27,442,811
$28,014,932
Less Total Liabilities
$(3,450,846)
$(4,891,524)
Total Net Assets
$23,991,965
$23,123,408
STATEMENT OF FINANCIAL POSITION
STATEMENT OF ACTIVITIES Annual Campaign
$18,083,468
$19,045,001
Endowment Gifts
$93,227
$9,033
$18,176,695
$19,054,034
$643,341
$533,473
$(604,510)
$(274,008)
$18,215,526
$19,313,499
$6,116,105
$10,890,500
$6,270,785
$5,564,543
$3,387,658
$3,272,013
$15,774,548
$19,727,056
$2,440,978
$(868,557)
Net Assets – Beginning of Year
$21,550,987
$23,991,965
Net Assets – End of Year
$23,991,965
$23,123,408
Total Annual Campaign Other Income Provision for Uncollectible Pledges Total Revenue Grants and Programs Donor Directed Giving
Fundraising, Administration and General Total Grants, Directed Giving and Expenses Change in Net Assets
The complete financial statements for Orange County United Way fiscal year 2019 and 2020, audited by BDO USA, LLP, are available at www.unitedwayoc.org/accountability.
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