2023 Orange County United Way Annual Report

LASTING IMPACT

2023 Annual Report

These local community and business leaders strategically guide the work of Orange County United Way, an independent 501(c)(3) charitable organization.

OFFICERS

Chair

Nanda Kumar Cheruvatath* Eaton

Vice Chair

Lawrence R. Armstrong* Ware Malcomb

Secretary Maggie O’Sullivan* JPMorgan Chase

Treasurer Ben Alvarado* California Bank & Trust

President & CEO

Susan B. Parks* Orange County United Way

M. Mahboob Akhter Ascend Tools, Inc.

Steven D. Allison Troutman Pepper LLP

Jacques Ballard COX

Shirin Behzadi Shirin Behzadi, LLC

Antonella Aloma Castro* Real Estate and Business Attorney

Steve Churm* Churm|360

Mark Clemens KPMG LLP

Hugh Conners BMO

Martha V. Daniel IMRI

Ido Dotan Banc of California, Inc.

Mary A. Garrett Ernst & Young LLP

Renee Hendrick Orange County Department of Education

Joseph C. Hensley U.S. Bank

Jeff Hittenberger Vanguard University

Jarrod Ingle PNC Bank

James Johnson, Jr. PepsiCo Foods North America

Michael A. Johnson Retired – Automobile Club of Southern California

Ann Johnston

Psomas

Keith Kobata Wells Fargo & Company

Larry Labrado

Disneyland Resort

Robert Lambert Cushman & Wakefield

Kenneth Lickel Retired – Alcon Laboratories

Lisa A. Locklear Longeveron Inc.

Amy Mathieson FirstService Residential

Bill Maurer University of California, Irvine

Henry Mendoza MM & Company, LLP

Prasanna Mohanty Providence Health System

Tam Nguyen Advance Beauty College

Joe Nuzzolese Edwards Lifesciences

Michael O’Mahoney UPS

Jay Orlandi Pacific Life

Bill Pedigo Prestige Sports and Entertainment

Robbin Narike Preciado Community Leader

Victoria M. Rixon Community Leader

Richard Sanchez Retired – CalOptima/ County of Orange Health Care Agency

James J. Scheinkman Snell & Wilmer LLP

Christine A. Scheuneman Farmers & Merchants Bank of Long Beach

Ernest W. Schroeder* Schroeder Investment Partners, Inc.

Mitchell Shenkin Enterprise Holdings

John F. Simonis Reed Smith LLP

Ryan R. Smith PricewaterhouseCoopers LLP

Allen Staff Bank of America

Sridhar Sundaram California State University, Fullerton

John Valenta* Deloitte Advisory

Todd Zegers* Circular Integrity

“WHEN YOU CREATE A DIFFERENCE IN SOMEONE’S LIFE, EVERYONE INFLUENCED BY THEM THROUGHOUT THEIR ONE BY ONE, THIS IS HOW TO MAKE AN OCEAN RISE.”

IMPACTING TODAY AND TOMORROW

It has been a century since Orange County United Way’s founding. Through that time, we’ve worked to address Orange County’s most pressing issues—head on, every day—to make positive impacts on the lives of people who live here and for our community as a whole.

Our Journey to 100 emphasizes that we have always looked to the future. We will continue to focus on measurable improvements today that will make a difference in the long term.

For a Better Orange County

How are we doing it? By providing programmatic support for people who need extra help as well as advocating to create awareness and understanding of what’s going on in our county. In 2023, we bridged more gaps and fostered more change. We continued to embrace innovation, which is central to the way we think and everything we do. We launched crucial connections that are leading to exciting, transformational progress.

Throughout this annual report, you’ll meet inspiring local individuals, families, businesses, and community partners. Each of them has been uniquely impacted by United Way, and their stories explain why we must continue to join together to make a better Orange County for everyone.

For our Future

As we turn 100, we’re aware of how far we’ve come and we’re ready to take on even bigger challenges. We appreciate being on this journey together with you. Let’s keep investing ourselves, our time, and our resources to make sure our impact on Orange County’s future is lasting.

Sincerely,

Susan B. Parks President & CEO Orange County United Way

YOU NOT ONLY IMPACT THEIR LIFE, YOU IMPACT ENTIRE LIFETIME. NO ACT IS EVER TOO SMALL.

ORANGE COUNTY ALWAYS STEPS UP

Creating lasting impact takes all of us, caring for one another, sharing a vision, and engaging.

Local individuals, businesses, and organizations have championed our mission for generations. Today, we remain united around our three key initiatives and a newly acquired key service:

We’re committed to ending homelessness in Orange County for good. Working together, we’re creating solutions so there will be housing and supportive services for everyone who needs them.

We’re ensuring that Orange County students graduate prepared for college, career, and beyond. Every student should have a level playing field and a strong start for a healthy and successful life.

We’re empowering local families to get on the path toward financial stability. When households become financially secure, individuals, families, and our entire community benefit for the long run.

We’re advancing access to essential health and human services for residents in need. By collaborating and innovating, 2-1-1 Orange County (211OC) is connecting more people to more resources, more effectively, to improve lives.

Orange County Get Connected. Get Help.™

MAKING A DIFFERENCE THAT MATTERS

Every action has an impact. On a person. On a place. On the future.

The people you’ll meet in this year’s annual report represent thousands of neighbors in our community. Whether they are a student, a parent, a volunteer, a leader in the workforce, or retired, they are striving hand-in-hand with United Way for positive change in Orange County.

“When people need a helping hand and we can provide a solution when they most need it, there’s nothing more powerful.”

Mike Johnson

2-1-1 Orange County Leadership Council Member

For his entire career, Mike Johnson put his passion into action, leading United Way support at First Interstate Bank and Auto Club Enterprises. Now, along with continuing to serve on our Board of Directors, he volunteers his expertise with our key service, 211OC, to build capacity, enhance operations, and improve response time so more people can be assisted. He’s also getting the word out that 211OC is more comprehensive than many realize, connecting people to shelter and housing, food, clothing, health services, and more. Mike says, “We are the go-to resource to connect the unconnected, matching them to the right agency, helping them stabilize and progress every step of the way. That will have the most profound and enduring impact on our community.”

“When people need a helping hand and we can provide a solution when they most need it, there’s nothing more powerful.”

Beck Levin

Systems Change Advocate, Dayle McIntosh Center

Every day, Beck Levin sees hardships that people in Orange County endure before they get needed assistance. For instance, individuals may be asked for painful information over and over by multiple agencies in disconnected application processes. In Beck’s work at the Dayle McIntosh Center (DMC), they advocate for change to make systems more efficient, caring, and equitable. DMC was one of the first agencies to join our 211OC service provider network and use the GetHelpOC referral platform. Beck has seen how its collaborative, person-centered approach can have reverberations. “It’s like a comet falling from the sky. You have the impact itself, and then all the additional effects. We can improve not only a person’s quality of life, but the quality of life of everyone around them as well.”

“We’re all moving to unify so we can create this collective power to make the changes necessary to see all of us thrive.”

A VISION TO STRENGTHEN COMMUNITYWIDE IMPACT

In July 2023, Orange County United Way’s acquisition of 211OC paved the way for further growth and greater reach of essential services to residents. Already known as a critical link for connecting people to resources, the plans in motion for 211OC will enhance its value for everyone.

Better Care for Neighbors in Need

By streamlining referrals to appropriate services and offering caring and compassionate support, 211OC makes getting assistance easier and more person-centered. Thousands of Orange County individuals and families have received information on where they can get health and social services such as food, shelter, medical care, legal services, and more.

Better Connections Between Service Providers

Community resource agencies and service providers are part of a powerful service partner network. When residents call 211OC, they can choose to access this network which makes referrals speedier with less duplication of efforts. What’s more, the network helps partners with increased awareness of one another, crosssector coordination, and improved access to data for planning and assessment.

Better Outcomes for All of Orange County

All of this leads to major benefits for everyone who lives here. Resources are allocated more equitably. Services can be accessed more effectively. Today, 211OC utilizes data to identify unmet needs and barriers so we can address them. And tomorrow, it will ensure we can continue to enrich the quality of life for all residents and empower the future of our community.

Executive Director Named

Elizabeth Andrade was named Executive Director of 2-1-1 Orange County and charged with shaping its vision alongside the 211OC Leadership Council.

Plans for the future include expanding the technology platform’s capabilities. The goal is to continue to simplify the journey for community members and amplify the use of data so partners can provide “whole person coordinated care.”

475,363

Veena Chandran Senior Solutions Architect, Nonprofits, Amazon Web Services

As a senior solutions architect, Veena Chandran helps her customers figure out how to use Amazon Web Services (AWS) in the ways that are best suited to them, that are most efficient, and that will create long-term success. She works with non-profits across the country, including several United Ways. And when it comes to Orange County, she says this organization has leaned hard into technology to solve problems. In partnership, United Way and AWS have learned from designing solutions together, like the WelcomeHomeOCSM property provider portal, and applied those findings to new solutions that are even more powerful, faster to launch, and more efficient in their execution, like the innovative community information exchange solution, GetHelpOC™, which is revolutionizing the way our community interacts with data.

Veena thinks about the people in the community who are being helped. “I feel very blessed to get to work with something that I can actually believe in and be excited about.”

“Orange County United Way is on the cutting edge. And they get so much done with so little. That makes me personally want to do everything I can to see them succeed.”

“You can help too little, but you can never help too much. People like me appreciate the help and really do need it.”

Seth

Stanbridge University, BSN Candidate and WelcomeHomeOCSM Housing Navigation Beneficiary

Seth describes life since he was four years old as a roller coaster of trauma. After experiencing multiple foster homes and transitional housing, he realized how important it would be to have a safe and stable place to live after he aged out of the system. Now laser-focused on a career in the medical field, Seth has a grueling schedule as a nursing student along with a job as a phlebotomist in a hospital ER to pay his tuition and bills. When WelcomeHomeOC helped find an apartment that would accept his voucher, it made a big difference. Seth’s place is peaceful, in a nice area, and he’s getting used to not having to worry when he goes to sleep at night. He expects to get his degree in two years and become a certified registered nurse anesthetist. He says, “I’m building everything from the ground up myself. I’m doing what’s necessary to have the life I want.”

WHEN WE FOCUS ON HOUSING, ADVOCACY, AND AWARENESS, WE CAN END HOMELESSNESS IN OUR COMMUNITY

United to End Homelessness marked its fifth year in 2023. Since its beginning, the initiative has built collaborative networks, increased awareness and education, and encouraged everyone in Orange County to take action to end homelessness in our community.

State of Homelessness

Our first State of Veteran Homelessness in Orange County event raised awareness. Did you know Orange County has the fourth largest Veteran population in the state? WelcomeHomeOC helped almost 200 Veterans and their family members find a place to call home.

UCI-OC Poll

Orange County residents were polled and we learned that solving homelessness is a top concern. 55% personally know someone who is or has been unhoused. 85% back serious measures to reduce homelessness overall. We’re using this data to inform immediate and long-term priorities for action.

Housing Advocacy

Housing advocacy added 415 units across the county (251 permanent supportive housing, 164 affordable housing). Plus, 226 new housing advocates were trained.

In August 2023, we reached the milestone of 900 individuals housed by WelcomeHomeOCSM, our landlord incentive and housing navigation program, a number that has continued to grow steadily.

Whatever It Takes

We launched a pilot program with CalOptima Health called “Whatever it Takes” for members experiencing homelessness and housing insecurity. The program expedites access to flexible funds, incentivizes property owners, and coordinates with 30+ community-based organizations to find positive resolutions that can support long-term health.

“You’re

dealing with human beings, an individual or a family. You’re not dealing with dollars. It needs to be that kind of shift or we’re not going to solve the problem.”

Farrah N. Khan

Mayor, City of Irvine

Mayor Farrah N. Khan says that even Irvine has a vulnerable population and a housing gap that seems to never get filled. That’s why the city and United Way are partners in an eviction diversion pilot that works with property owners and managers to assist tenants to stay in their homes and out of the courts. The Mayor says, “Eviction can tear apart communities when someone is ripped from a stable condition.” Relationships between neighbors are lost. Kids may no longer be able to stay in their school. Programs like this one raise awareness and make resources available. “The most important thing is for people to be aware that something exists, to spread the word that there are people who are going to step up and support you through your toughest times.”

Jeymie

Fraud Detection Representative and UpSkill OC

Workforce Development Program Participant

A single mother with three teenaged boys, Jeymie worked at a grocery store for 21 years, many of them on the graveyard shift, sacrificing sleep to be with her kids. Then she took a second job to make ends meet. Long hours and discouraging conditions led to a serious medical crisis. But when she recovered, Jeymie got into UpSkill OC, Orange County United Way’s workforce development program. She learned to budget, created a resume, and got confidence and coaching to interview for a better job. Today, Jeymie is a fraud detection representative at a credit union. She’s proud to have work where she helps others and has a path to raises and promotions. Her health and life have more balance, and she’s teaching her new financial skills to her sons. Someday, Jeymie hopes to be a homeowner.

“The

ultimate goal is to get a higher paying job. I’m not always going to be in the position I’m in right now. I see myself getting out of debt. I see myself growing.”

BY EMPOWERING HARD-WORKING

FAMILIES

WITH TOOLS, TRAINING,

AND DEDICATED SUPPORT, WE CAN ENABLE THEM TO ACHIEVE FINANCIAL STABILITY

As residents’ needs grew this year, new programs, expanded assistance, and more resources served more people. Local individuals and businesses came forward to help. Orange County families received crucial services, encouragement, and coaching to build skills and a foundation for a secure future.

16,127 tax returns prepared by our OC Free Tax Prep program

County individuals and families received nearly $15.1 million collectively in federal and state refunds to help with their financial stability.

Orange

Eviction Prevention

Because stable housing is key to building financial stability, we launched a new Eviction Prevention Pilot Program with the City of Irvine. And we also provided eviction prevention resources to our SparkPoint OC program participants, helping an additional 24 families to stay housed.

Workforce Development

UpSkill OC now offers vocational tracks preparing participants for high-paying, stable jobs in trades such as HVAC, carpentry, machinery, and others.

Financial Literacy

Two new SparkPoint OC sites are surrounding people with individualized support to reach their financial goals: the Melinda Hoag Smith Center for Healthy Living serving families in the Costa Mesa/ Newport areas, and at Kinoshita Elementary School in San Juan Capistrano, sponsored by the Pacific Life Foundation.

Nanda Kumar President, Eaton Aerospace*

The ties between Eaton and United Way run deep. The company’s founder, Joseph Eaton, served on the founding board in Cleveland over a century ago. In Orange County, Nanda Kumar serves as Board Chair and has been involved for 35 years. He’s enthusiastic about opportunities to continue to make a large local impact. His company’s Supplier Networking Mixers highlighted Eaton’s support of United Way’s mission and connected other businesses, too. Their dedication to our United for Student Success initiative encompasses e-mentorships, workplace tours offering personal insights into aerospace careers and plant operations, laptop donations, and more. It’s personal as well. “I’m a first-generation immigrant so giving back is something that my wife and I believe we should do because we have the ability. It’s an exciting period to lift United Way to the next level.”

“We’re just scratching the surface. I’m excited about what else we can do to grow the capabilities. There’s a lot more to come from United Way.”

*Retired as of April 2024.

“I’ve grown up as a person. I made connections at this company, and I know I’m able to do it at another. I did this! I know I can keep going and be successful.”

Alex

Youth Career Connections Workplace Mentorship Program Mentee

When Alex was selected for a Youth Career Connections workplace mentorship the summer before his senior year of high school, he was thrilled. The opportunity to work at FirstService Residential in Irvine for a month, shadowing human resources professionals, reinforced his interest in industrial psychology. The experience was transformative for Alex as an aspiring first-generation college student and for his eventual career dreams, too. He gained confidence through designing his own job responsibilities, learning new skills, and becoming more comfortable in the business environment. He says, “I felt empowered. People believe in me, and I like that. I have a promising future.”

BY REMOVING BARRIERS TO LEARNING AND GRADUATION,

WE CAN PREPARE LOCAL STUDENTS TO ACHIEVE MORE SUCCESS IN LIFE

We help underserved K-12 students grow as individuals, give them a support system, and foster equity in education. We offer mentorship, introduce high schoolers to career options and opportunities so they can become college- and career-ready, and cheer them on to graduation. This year, again, we saw that what we do can be life-altering for a student—as well as for their family and generations to come.

1,233 Orange County students empowered by United For Student Success in 2023

e-Mentorship

119 mentors from 47 companies gave 3,228 volunteer hours to encourage seniors from 21 high schools. 100% of the students in our e-Mentorship program received their high school diploma!

College Workshops

145 students from Orange County Title I high schools and their families received tips and resources for applying to college at our Destination Graduation College Level-Up series of workshops.

Youth Career Connections

672 students experienced summer workplace mentorships, heard classroom speakers from local corporations, attended industry site visits, and participated in inspiring workshops.

Resource Fair

Beyond the classroom, we’re bringing partners and extra resources together for a strong start to the school year. The new Community Resource Fair ensured that students and families received needed food and support.

“We’re helping families. It’s important to do these activities as a family.”

The Kelley Family

Orange County United Way President’s Circle Co-Chairs

Jackie and Steve Kelley have supported their community through United Way involvement and leadership for more than two decades. At 12 years old, their daughter Quinn is learning about philanthropy, and her parents want her to realize there are people close by who may have a different situation and need a helping hand. That’s why they helped start United Way’s Family Volunteer Day, where Orange County families gather for activities such as packing Thanksgiving meals or making no-sew blankets for local Veterans. The Kelleys say the events are popular because they are scheduled at family-friendly times and show kids that it’s never too early to start giving back. Plus, everyone has a lot of fun. “You bring a great attitude and your philanthropic spirit and it makes for a wonderful time together.”

Keith Kobata

Regional Executive, Wells Fargo & Company

Keith Kobata recounts several significant “firsts” in his 29-year involvement with United Way: His first time volunteering at a company event. First time contributing to a workplace campaign. And his first time serving on a nonprofit board. He shares that supporting United Way mirrors the bank’s goal to have a lasting impact on team members, clients, and the community. Being involved allows Wells Fargo to actively express their commitment to the mission and to multiply their investment in giving and volunteer hours across the county. What’s more, it’s no secret that people today want to work for companies that are socially responsible. “Working with United Way allows us to give generations of team members that feeling, that experience of giving back.”

“We know that when someone has the opportunity to give back, it’s contagious. And oftentimes they continue to want to give back again and again.”

Innovative, passionate, and caring commitment to our mission created cumulative impact to lift our entire community and all who live here.

$1,667,756

VOLUNTEER HOURS

PROGRAM SUPPORT $23,212,863 DONATED GOODS (IN-KIND DONATIONS) $235,509

$12,096,312

SAVINGS TO OUR COMMUNITY BY HOUSING NEIGHBORS EXPERIENCING HOMELESSNESS

CDC HEALTH EQUITY GRANT $8,583,513

$70,258,512

Partnering with the Orange County Health Care Agency (OCHCA) Office of Population Health and Equity (OPHE), we provided workshops and resources to help 194 non-profit and grassroots organizations apply for $12.9 million in grants to solve local health disparity issues. The program is part of the CDC’s national initiative to address COVID-19 health disparities among underserved and high-risk populations, including racial and ethnic minority populations and rural communities.

$4,241,401

$15,076,596 TAX PREPARATION FEE SAVINGS

$3,975,565

EMERGENCY RENTAL ASSISTANCE

TOTAL VALUE FOR OUR COMMUNITY LAST YEAR, THROUGH OUR DIRECT SERVICES AND PROGRAMS, FUNDED PARTNERS, AND COMMUNITY OUTREACH, WE HELPED 676,853 PEOPLE IN ORANGE COUNTY.

$1,168,997 OC FREE TAX PREP REFUNDS

EMERGENCY FOOD AND SHELTER DISTRIBUTIONS

$70,258,512

IMPACTFUL EVENTS

20th Anniversary of the Women’s Philanthropy Fund Breakfast Raised Over $500,000

A highlight for local leaders for two decades, 2023’s Breakfast lived up to the hype with celebrity guest Helen Hunt and the enthusiasm of co-chairs Melinda Masson and Trina Norman. Most importantly, it generated crucial funding to positively affect the lives of thousands of local families by addressing housing instability and poverty in underserved Orange County neighborhoods.

Thanks to Our Champion Sponsors

NEW THIS YEAR

Our latest added events show the scope of United Way’s opportunities for volunteer involvement. From large, corporate activities to intimate, small-group experiences, individuals and families can find a meaningful way to participate.

Family Volunteer Days

United Way affinity group members brought their children to have fun and learn more about their community while helping others. In June, they created 300 hygiene kits for local families in need and heard a kid-friendly presentation on the importance of housing. In the fall they returned, putting together 80 holiday food boxes and 140 literacy kits with messages of encouragement that were given to families who are part of our SparkPoint OC financial empowerment program.

2023 Scorecard Event Series

Success stories and metrics illustrated how Orange County is progressing toward our community’s goals—and the work still ahead as we strive for even better outcomes in our key initiatives. It was exciting to experience this event in person again for the first time since 2019.

Many Thanks to Our Sponsors

Presenting Sponsor Host Sponsor

Citizens Recycle

Residents and businesses made over 450 drop-offs of unwanted electronics on a busy Saturday in March. Proceeds from the inaugural e-waste recycling event, held in partnership with the City of Irvine and Ingram Micro, supported United Way. Donated devices were safely and securely processed, and participants felt great about protecting the planet and contributing to their community.

Cultures United Conversation Series

Promoting conversation, collaboration, philanthropy, and unity, 764 people attended and viewed virtual discussions: “A New Day for Women in Iran,” “Investing in Equity,” “Youth Mental Health and Wellness,” and “Celebrating Orange County’s Native American Heritage and Future.” Cultures United also celebrated Orange County’s culture at events such as the Nowruz festival in Lake Forest where the community assembled 1,015 hygiene kits for neighbors in need.

LEADERS OF IMPACT: THE ALEXIS DE TOCQUEVILLE SOCIETY

More than 300 members activate long-term local change and inspire others through their extraordinary philanthropy and dedication to our mission.

Community

Leaders Shine Bright at “It’s Showtime”

It was a blockbuster Alexis de Tocqueville Society evening! A-list philanthropists took to the red carpet and placed bids at a live auction, raising over $250,000. Bravo to this year’s medal honorees who received special accolades at the gala.

Melinda Masson and the Masson Family Foundation

Legacy Medal

Melinda has supported Orange County United Way for over two decades, including as a founding member of the Women’s Philanthropy Fund. She has passed on this deep commitment to giving back to her children, ensuring a legacy of generosity.

Ken and JoAnn Lickel

Inspiration Medal

The couple inspired the Orange County United Way Endowment Fund as well as Board involvement in our Journey to 100 campaign. From his time as an executive at Alcon to his current position on the Board, Ken has volunteered for 22 years with United Way.

Mike Johnson

Taking Action Medal

At Auto Club Enterprises, Mike championed United Way and led the creation of one of the most generous corporate cultures in Orange County. Now retired, he lends time and expertise on the 2-1-1 Orange County Leadership Council.

President’s Circle

President’s Circle members make an indelible contribution toward a better future for our community and our neighbors with an annual contribution of $10,000 or more directed specifically to Orange County United Way’s programs.

Thomas and Bonnie Abate

Alexandra and Alan Airth

Steven and Kristy Allison

Robert and Joni Alter

Ben and Charmaine Alvarado

Charles and Dawn Antis

Susan and Harlan Arita

Lawrence R. and Sandra C. Armstrong

Greg and Cathleen Backley

Jacques Ballard

Dawn Behnke

Shirin Behzadi and Perzan Irani

Dennis and Carol Berryman

Karen Bigman

John and Tasia Boyle

Rusty and Debi Brown

Darryl and Karla Button

Antonella Castro and Bradley Schumacher

Nandakumar and Mrudula

Jyothi Cheruvatath

Steve and Cinda Churm

Matt and Kayla Collins

Victoria and David Collins

Roger and Marjorie Davisson

Shirish Dayal

Delia Delgado

Laurie and Scott Dubchansky

Kari and Chris Durham

Daniel and Mary Beth Eckert

Jacqueline Erickson Russell and Grant Russell

Bruce and Anne Fettel

Doug Frederick

Max and Artyn Gardner

Christine Gibson

Susan and Gil Goodridge

Adrian and Kristen Griggs

Karen Grundhofer

Nancy H. Handel

Mark and Laurie Henigan

Peter and Susan Hitch

Jacqueline Jacques

Michael A. Johnson

Michele D. Johnson

Sinan Kanatsiz

The Kehl Family Fund

Jackie and Steve Kelley*

Rob Kent

Sarah and Randy Lake

Mike and Leah Lehrberger

Marc and Tina Ley

Kenneth and JoAnn Lickel

Lisa and Mark Locklear

Mike and Debe Lucki

Heidi Lynn

Lyons-Smith Family Foundation

The Masson Family Foundation

Pierre Masson

Goran Matijasevic

Paula Mattson

Chris and Devon McCall

Rashmi Menon

Gene and Rose Mergelmeyer

Norman and Suzanne Metcalfe

Michael L. and Nancy B. Meyer

James J. Moloney and

Erin Walsh-Moloney

Mike and Linda Mussallem

The Myers Family Foundation

Shaku and Jaywant Nitturkar

Trina Norman

Peter and Gail Ochs

Jay and Lisa Orlandi

Maggie O’Sullivan

The Stephen G. Oswald and Regina Oswald Foundation

Susan and Dennis Parks

Maya Patel

Peggy Penjoyan

Podlich Family Fund

Becki Procsal

OneRoot Foundation

Shirley and Steve Quackenbush

Michael Ray

Win Rhodes

Sally Anderson and Tom Rogers

Steve and Kimberly Roush

Jim Scheinkman and Cindy Eden

Ernest and Donna Schroeder

Denise Schuler

Erin Schwarz

Scott and Karen Sherman

John and Renee Simonis

Amy Smith and Jeff Petsche

Brenda Springer*

The Nancy and Geoffrey Stack

Family Foundation

Susan Stoneburner

Tom and Marilyn Sutton

Laura Tarbox

Peter and Mary Tennyson

Jeffrey Thomas

Shelley Thunen

John and Kirsten Valenta

Rao and Rani Varanasi

Raju and Vani Varma

John and Megan Waldeck

Nella Webster O’Grady and Kevin O’Grady

Gary Wescombe

Larry Wood

John and Kimberly Word

Anne Michaelsen Yahn and Don Yahn

Richard and Lisa Yates

Joseph Yurosek

Todd and April Zegers

Insider Conversations

Members get in-depth insights on critical topics at Insider Conversations events. Speakers included Virgin Galactic President & CEO

Michael Colglazier (pictured above), Presiding Judge of the Orange County Superior Court Maria D. Hernandez, and Director An Tran of the County of Orange Social Services Agency.

CORPORATE SOCIAL RESPONSIBILITY: CONNECTED IN PHILANTHROPY AND SERVICE

Rally for Change 2023

Corporate partners, philanthropists, community leaders, and advocates honored one another for giving back at the Corporate Social Responsibility Celebration. Nearly 300 enjoyed the evening, cheering for their fellow impact-makers onsite at Edwards Lifesciences. Host Sponsor

Many Thanks to Our Sponsors

Local, Global & Me

Our Women United affinity group speaker series, created in partnership with Bank of America, offered empowering topics centered around mindfulness and health. Three events, led by Dr. Mahtab Jafari, featured chef Zov Karamardian, chef Kora Kroep, and The Ecology Center.

Social Impact Networking Mixers

Orange County CSR pacesetters connected and reconnected with like-minded peers to share best practices. Last year, leaders from 53 local industries and sectors joined our quarterly mixers to discuss strengthening our community through CSR.

More Volunteer Hours Support Our Mission

The number of hours donated by company and community volunteers increased by 50%. From making no-sew blankets to building and donating hygiene and literacy kits, we offered more than 114 meaningful events in just the past year. These activities have a positive effect on our neighbors and also enhance teamwork, collaboration, and overall job satisfaction for participants.

Cause Marketing Partnerships Magnify Local Impact

We want to thank all the companies that joined us in making a difference this year, including 7 Leaves Café, Panda Express, Ralph’s, Sgt. Pepperoni’s Pizza, and Farmhouse at Roger’s Gardens. Consumers, employees, and community members increasingly favor brands that share their values and take an active role in supporting them.

CORPORATE, FOUNDATION, AND OTHER FUNDING PARTNERS

7 Leaves Café

84Vikings4Good

AARP Foundation

ACCO Engineered Systems

Alcon Labs

Alta Resources

Amazon Web Services

Anaheim Elementary School District

Anaheim Union High School District

Aon Commercial Risk Solutions

AREAA CA Orange County Chapter Inc.

Assurant Specialty Property

AT&T

Automobile Club of Southern California

B. Braun Medical

Banc of California

Bank of America

BEHR Paint Company

Bessemer Giving Fund

BMO

BNY Mellon

Burns & McDonnell

California Bank & Trust

California State University, Fullerton

CalOptima Health

Capistrano Unified School District

Capital One Financial Corporation

Chevron Corporation

City of Anaheim

City of Irvine

City of Mission Viejo

City of Santa Ana

Comerica Bank, Inc.

Commercial Bank of California

Community Action Partnership of Orange County

Costco Wholesale

County of Orange

Cox Communications

Crowell & Moring LLP

Cushman & Wakefield

Cypress College

Danaher

Dayle McIntosh Center

Deloitte.

Delta Airlines

Disneyland Resort

Ducommun Incorporated

Eaton

Edwards Lifesciences LLC

Enterprise Mobility

EY

ETN Medical Infusion

Experian

Fifth Third Bank

First Foundation Bank

FirstService Residential California, LLC

Fluor Corporation

Frome Family Foundation

Garden Grove Unified School District

Garmin Gibson, Dunn & Crutcher LLP

Google Fiber

Grant Thornton

Hoag

Ingram Micro

In-N-Out Burger Foundation

Insperity

Internal Revenue Service

ITT Cannon Corporation

Johnson & Johnson

JPMorgan Chase & Co.

Kaiser Permanente

Medical Center

KCOMM

KPMG LLP

L3Harris

Latham & Watkins LLP

Little Diversified Architectural

Mission Hospital Regional Medical Center

The Isidore and Penny Myers Foundation

Naples Ristorante e Bar

Nationwide Insurance

Northern Trust Bank of California

Orange County Transportation Authority

Orange County Community Resources

OC Human Relations

O’Melveny & Myers LLP

Orange County Business Council

Orange County Community Foundation

Orange County Department of Education

Orangewood Foundation

Pacific Life Foundation

Pacific Life Insurance Company

Pacific Premier Bank

Paul Hastings

Paychex

PCL Construction Services, Inc.

PepsiCo Foods North America

Pfizer Inc., Reg Office & Sales Force

PNC Financial Services Group

PricewaterhouseCoopers LLP

Principal Financial Group

Providence St. Joseph Health

Public Law Center

Reed Smith, LLP

Returning Home Foundation

Reveille, Inc.

Samueli Foundation

Second Dinner

Sentry Insurance

Siemer Institute

Snell & Wilmer, L.L.P.

Southern California Edison

Southern California Gas

State of California

Target Corporation

Tarsadia Foundation

The Owl Foundation

The Podlich Family Fund

The Word & Brown Companies

Timken

Troutman Pepper

Truist Bank

UCI Health

Umpqua Bank

UnitedHealthcare

UPS West Region

US Bank

Ware Malcomb

Watson-Marlow Inc.

Wells Fargo

Western National Group

Windes Inc.

DIFFERENCE FOR OUR NEIGHBORS WHO NEED IT THE MOST.

BREAKDOWN

$3,975,565 $23,212,863 $8,583,513

IN 2023, ORANGE COUNTY UNITED WAY’S REVENUE OF $35,771,941 MADE A LASTING IMPACT ON THE LIVES OF CHILDREN AND ADULTS ACROSS OUR COMMUNITY. 5% 9%

Investments in Programs and People

GRANTS AND PROGRAMS

Includes issue expertise and research, program development and implementation, funding of nonprofit and educational service providers, community leadership and partnerships, public awareness and community education, advocacy, volunteer and donor engagement, and support staffing. Also includes funding for Emergency Rental Assistance.

Regular Funding Streams (Breakdown shown above) CDC Health Equity Grant

Pandemic-Related Emergency Rental Assistance Funding

$35,771,941 2023 TOTAL REVENUE SUPPORT

FUNDRAISING

Includes the costs associated with raising money to support our mission.

ADMINISTRATION

Includes finance, IT, and administrative services that support our mission.

2022–2023 Statements of Financial Highlights Audited 2022 Audited 2023

STATEMENT OF FINANCIAL POSITION

Total Assets $28,387,789 $35,318,073 Less Total Liabilities $(4,902,946) $(7,493,024)

Net Assets $23,484,843 $27,825,049

STATEMENT OF ACTIVITIES

Annual Campaign $68,066,360 $35,771,941 Other Income $(2,037,372) $1,653,264 Provision for Uncollectible Pledges $(262,308) $(202,937)

Revenue $65,766,680 $37,222,268

and Programs $60,024,191 $24,283,619

Directed Giving $4,200,849 $3,890,318 Fundraising, Administration and General $4,226,581 $4,708,125 Total Grants, Directed Giving and Expenses $68,451,621 $32,882,062 Change in Net Assets $(2,684,941) $4,340,206 Net Assets – Beginning of Year $26,169,784 $23,484,843

LAUNCHING OUR NEXT CENTURY OF IMPACT

We’re celebrating our centennial and all you’ve helped us accomplish in our first 100 years. As we begin the journey to the next 100, we invite you to be a part of our dynamic plans to end homelessness, increase financial security, and help students succeed.

STRENGTHENING ORANGE COUNTY’S TOMORROW

Lasting impact takes all of us. Our community has been united in support of United Way’s mission for nearly a century. We need you to continue making a difference for Orange County for the next 100 years. Join us!