T R A N S F O R M A T I O N S
2015 BOARD OF DIRECTORS
Steven D. Allison, Chair Crowell & Moring LLP
Susan B. Parks, Vice Chair iCount Wellness at WalkStyles
Lisa Locklear, Treasurer CoreLogic, Inc.
Michael A. Johnson, Secretary Automobile Club of Southern California
Max Gardner, President & CEO Orange County United Way
Ben Alvarado
Wells Fargo Orange County Coastal Bank
Sherri Bovino
By 2024, our goal is to
1st Flagship Company
Paula Campbell
Edison International
Nicole Carrillo Hall Opus Bank
Antonella Aloma Castro Mobilitie LLC
Steve Churm
FivePoints Communities
Timothy S. Clyde Katzkin Leather
Cut the high school dropout rate in half
Karen D. Conlon
Sequoia Grove Consulting
Terry Feit Deloitte LLP
Michael Feldman Union Bank
Suzanne Fradette
PricewaterhouseCoopers LLP
Dr. Mildred Garcia
California State University Fullerton
Reggie Gilyard
Chapman University
Joseph C. Hensley US Bank
Reduce the percentage of financially unstable families by 25 percent
Sandra Hutchens
Orange County Sheriff’s Department
Hector J. Infante Chevron
Jacqueline A. Brya Kelley Ernst & Young LLP
Robert E. Kent
Key Information Systems
Ian Leisegang J.P. Morgan
Ken Lickel
Community Volunteer
Increase the number of healthy youth by one-third
John P. McGrath, PhD Edwards Lifesciences
David G. Meulmester KPMG LLP
Nancy Meyer
Community Volunteer
Al Mijares
Orange County Department of Education
Carie Monroe UPS
Keith Morrison NBC TV
Tam Nguyen
Advance Beauty College
Shirley Quackenbush Merrill Lynch
Michael Ray
Western Digital Corporation
Mike Ruane
National Community Renaissance
Ernest W. Schroeder
Schroeder Investment Partners, Inc.
James Wilson
Community Volunteer
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Cut the percentage of homeless and housing-insecure children in half
CHALLENGES
“MY SON is falling behind in class and HE IS READY to give up.” “I’M OVERWEIGHT,
but I never feel full and kids at school MAKE FUN of me.”
“I want TO SAVE for my family’s future, but I CAN BARELY make ends meet now.”
“My family moves around from MOTEL TO MOTEL and I’m running out of HOPE.”
UNITED THROUGH CHANGE Hearing fellow Orange County community members make the kinds of statements on this page is difficult. But it’s what compels us to come to work each day at United Way. We want to help transform lives. Today’s United Way is far more than a charity—we’re a catalyst for change. When you can change the course of a child or a family, you forever transform their future. That’s why we’re laser-focused on the most critical challenges facing our community. By permanently and proactively improving their conditions, we are improving the lives of the children, families and individuals who are struggling in Orange County. As we execute our strategies for our 10-year communitywide action plan, FACE 2024, we are excited to begin to move the needle. Far more than a written document, it guides us daily to address the root causes of high school dropouts, poverty, childhood obesity and homelessness. This year’s community report shares stories of the transformations that are taking place throughout Orange County. These transformations are both our purpose and passion as we strive to ensure that all children have access to a quality education, family financial stability, good health and secure housing. Progress has been made, but there’s so much more we can do. Many more transformations are needed—and possible when we work together. Thank you,
Max L. Gardner President & CEO
P.S. Our first FACE 2024 Report: Community Snapshot is included within this publication. I invite you to read it as a companion to the life-changing stories in the following pages. 3
The transformational power of education is easy to see. Just look into the elated face of a child as she reads her first words. Or witness the proud embrace of parents on their son’s graduation day. Education changes lives, developing confidence and skills for lifelong success. And it strengthens our community, providing the bedrock for a healthier economy, lower crime and reduced reliance on social services. From kindergarten through high school, United Way programs nurture local students, supporting achievement in their academic lives and beyond.
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E D U C A T I O N
C A M I L L E AS A STRAIGHT-A student athlete, Camille was on track to accomplish a long list of lofty goals. But post-concussion syndrome threatened to take everything away. She lost her ability to read and remember, making learning—even texting her friends—nearly impossible. Suddenly, graduation seemed out of reach. But with United Way’s Destination Graduation program, Camille received the extra support she needed to re-learn study skills and regain the confidence to return to the volleyball court. Not only that, she became prom queen, Athlete of the Year and has been accepted into college.
The new TutorMate online reading program is connecting local first graders with mentors in the business community to improve reading skills, fluency and spelling— SETTING students up for success as they learn and grow. 5
More than a paycheck, the ability to earn a sustainable income can pave the way to multiple positive outcomes. Adults with good jobs can support their families and envision a healthier, more stable future. Wage earners become mothers and fathers with careers, who are self-sufficient and empowered. By providing job training, free tax consultation, financial coaching and more, United Way helps people find new roads toward a life changed for the better.
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I N C O M E
J A I M E WHEN JAIME FOUND himself unexpectedly single, he needed assistance to find employment to support his 13 year-old son. At first he was embarrassed and ashamed, but his counselor put his mind to rest. And when he landed an interview, Women Helping Women/Men2Work helped him pick out a suit, complete with professional accessories. Jaime says he’ll never forget his son telling him how proud he was of him when he was hired for his new job!
Last year Free Tax Preparation services helped more than 16,000 people collect refunds to build savings and pay off debts. It’s a win-win for our community and for local families.
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With good health comes the energy and capacity to learn, grow and lead a more satisfying life. It’s the basis for success in school, at work and in relationships. Here in Orange County, children and families who are facing significant health challenges are all around us. By combatting hunger through dynamic collaborations that produce resources for nutritious food, we are decreasing childhood obesity while increasing awareness and access to health and wellness programs.
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H E A L T H
J A C K E L I N & J O R D A N T H E F I T C L U B ™ Program gives students a safe place to exercise, learn about healthy eating and even participate in cooking classes after school and during the summer.
Jackelin, 6, entered as a shy child, but soon became a standout. She was the first to volunteer for the obstacle course and she also advanced from one situp and pushup to 10 of each!
Jordan, 12, gave 100% effort and always helped the younger kids. Over the course of the summer, he lost 11 pounds and gained a more positive self-image.
Redistribution of surplus food, aquaponic farms, community gardens, nutrition and cooking classes are just a few of the ways we are addressing hunger and helping children and adults set up healthy habits for life. 9
A roof over one’s head is a start. But to transform lives, a stable, long-term home is better. Family homelessness and housing insecurity are very real in Orange County, one of the most expensive places to rent or buy property in our nation. We bring positive change through initiatives that help children and families stay together. By supporting the most effective transitions along with financial literacy services, we’re improving housing prospects for fellow community members.
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H O U S I N G
L A TA S H A FIRST SHE LEFT AN abusive marriage, then she lost her job. Latasha found herself a single mother with three children, struggling with depression and homelessness. It was a devastating situation that she was determined to overcome. Guided by her case manager in a United Way Rapid Re-Housing program, Latasha found a new home. This stability allowed her to focus on employment and her mental health. Today she is supporting her family and happy that her children are doing well in school.
SparkPoint OC expanded into LOCAL grade schools to give parents convenient access to financial coaching, leading to improved financial AND HOUSING stability and a better chance that their children won’t have to move from school to school. 11
MOVERS AND CHANGERS VOLUNTEERING UNITES PEOPLE from diverse
backgrounds to work toward a common goal. Last year, our number of volunteers grew from 1,909 to 6,564 people who helped change conditions in our COMMUNITY.
It takes more than talk to ensure that our community’s
Day of CARING
children, families and individuals have access to quality
More than 100 employees came together on a Saturday
education, sustainable income, good health and stable
morning to connect with our work in the community.
housing. It takes people of action.
There was a project to suit the interest of everyone. From painting to planting, reading to reorganizing food
United Way sees transformation happening all around
goods, volunteers worked alongside local families and
us, thanks to our dedicated volunteers and passionate
played with children.
advocates. Here are a few highlights of the good they have done this year!
One participant commented, “Sometimes we’re out there doing things for people, but this is different. We’re working with our neighbors who just need a hand up.” Although the 2015 Day of Caring only took a few hours, our volunteers made lasting differences in the lives they touched.
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12th Annual WOMEN’S PHILANTHROPY Fund Breakfast Some call it the most important meal of the day. For us, this particular breakfast is inarguably the most significant one of the year. This year’s Women’s Philanthropy Fund Breakfast raised more than $365,000 for United Way programs and partnerships. Funds
Carla Harris, keynote speaker for the Women’s Philanthropy Fund Breakfast, a leader, author and singer, offers up her ‘Pearls of Wisdom.’
support education and self-sufficiency for at-risk women and children, such as early-grade reading programs, after-school activities, innovative career
MARTIN LUTHER King Day
assistance, and initiatives that help families find
Local students honored this day of community service
permanent housing.
by volunteering at South Junior High School in Anaheim. They were joined by alumni as well as adults
The inspirational event attracted more than 650
from local companies as they built a new outdoor
business, community and nonprofit leaders who
learning environment. Complete with a teaching
networked and learned about United Way’s mission.
area with a blackboard, paths, benches, native trees
Since 2004, the breakfast has raised over $2 million
and plants, the high schoolers transformed a dirt lot
while showcasing the loyalty of the members of the
into a beautiful, functional space for their younger
Women’s Philanthropy Fund.
counterparts.
“If you spend a lifetime in the media, as I have done, you can’t help but see the warts in our society and wonder whether anyone is ever going to try to fix them. But so often when people move to fix them, it becomes a political issue. So how do you get involved in giving back without being seen as taking sides? For me it was simple. United Way doesn’t care about politics, United Way cares about people.”
Their activities were especially appropriate on a holiday meant for serving humanity and reflecting on what we can do for others. Local companies donated not only mentors, but also materials. And, since many of the students were part of United Way’s Destination Graduation program, one teacher noted that it was a “full-circle experience.”
— Keith Morrison, Dateline NBC Correspondent Orange County United Way Board Member
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THANK YOU!
These local companies make transformations possible in our community. Through their loyal support of United Way, we’re bringing positive change to the lives of tens of thousands of individuals throughout Orange County.
DIMENSIONS IN GIVING PARTNER Automobile Club of Southern California OUTSTANDING CORPORATE PARTNER Parker Aerospace CORPORATE COMMUNITY EXCELLENCE AWARD Johnson & Johnson CORPORATE TOCQUEVILLE SOCIETY AWARD Western Digital RISING CORPORATE STAR Mazda North America Operations
TOP 10 CORPORATE PARTNERS Alcon Automobile Club of Southern California Edison International Edwards Lifesciences Fluor Corporation Pacific Life Insurance Company PricewaterhouseCoopers UPS Wells Fargo Western Digital CORPORATE LEADERS TOCQUEVILLE SOCIETY AWARD Fluor Corporation
PARTNERS IN PROGRESS 14
Local Leaders RALLY FOR CHANGE
United Way presented awards to companies that made
Our annual campaign kickoff breakfast highlighted
outstanding contributions to the success of last year’s
the combined strength of Orange County’s business
campaign. Top honors went to the Automobile Club
and community leaders. An impressive gathering
of Southern California (ACSC) for overall excellence
of power players affirmed their unified game plan:
in giving and generous contributions of volunteer
together with United Way, they are committed
hours from employees. ACSC raised the most dollars
to creating a healthier and more prosperous
for United Way’s Community Impact Fund and showed
community for everyone.
exemplary commitment of leadership and resources to FACE 2024 over the last year.
This call to action was consistent with the event theme, Rally for Change, and recognized the interconnected issues that the FACE 2024 goals are tackling. John McGrath, Corporate Vice President of Edwards Lifesciences and co-chair of the 2015-2016 United Way campaign, explained, “We all win when a child receives a quality education, when workers have good jobs earning sustainable incomes, when families are in good health and when people have a stable place to call home.”
Wendy Nugent of Automobile Club of Southern California accepted the Dimensions in Giving Partner Award.
Guests at the Rally for Change campaign kickoff breakfast were inspired to continue to work as a team to transform Orange County.
Angels Baseball Chairman Dennis Kuhl reminded the audience that every business needs star players and a strong plan to win. 15
In economics,
THE CYCLE OF POVERTY is the set of factors or events by which poverty, once started, is likely to continue unless there is
OUTSIDE INTERVENTION.
MAKING TRANSFORMATIONS Happen is a Company Tradition Power management company Eaton has long
At the end of the day, the return on investment
incorporated the value of giving back in the
was plain to see. Not only had the team built a new
communities where its employees live and work.
playground, made general repairs, painted walls and
This year, the Eaton Charitable Foundation provided
installed new lighting, but they even converted part of
a Powering Our Communities Grant to upgrade and
the site into a butterfly garden—the perfect symbol
beautify Stoddard Elementary School in Anaheim.
of transformation for Stoddard’s students, parents and teachers to enjoy for years to come.
But the dollars were only the beginning of the investment. Just as importantly, Eaton’s leadership team provided additional funding and nearly 50 employees volunteered their time for the daylong project. Eaton Industrial Sector Chief Operating Officer Uday Yadav said, “The project continues our well-established partnership with United Way and we look forward to building an ongoing relationship with the school.”
PARTNERS IN PROGRESS 16
Bank of America Grant ADDRESSESS Generational Poverty Families facing long-term financial hardship in
Millennials and Mentors UNITE
Orange County are creating far-reaching effects in
New this year, Emerging Leaders United pairs
our community. Beyond immediate needs for stable
aspirational young professionals with members of the
housing and food, families in poverty for multiple
United Way board and Tocqueville Society. Designed to
generations can feel helpless and hopeless to change
encourage philanthropic and professional mentorships,
their situation for the better.
the program will provide opportunities for volunteer projects and leadership advancement—all in the spirit
With a generous $100,000 grant, the Bank of America
of personal growth and a culture of caring. Emerging
Charitable Foundation is supporting United Way’s
Leaders United is modeled off a similar successful
Workforce Development and Financial Literacy
initiative at Edwards Lifesciences and the new program
initiatives. Economic and social resources like career
is benefiting from the collective enthusiasm of the
counseling, job training and financial planning
mentees and their executive sponsors.
strategies provide families and individuals with vital resources to get better-paying jobs and build sound plans to transform the future for themselves and their families.
OC Working Together
The Emerging Leaders United kickoff event brought young professionals together to learn about conditions facing Orange County
UCI and United Way presented the OC Working Together summit, a collaboration of 200+ business leaders, nonprofit organizations, elected officials and UCI faculty and students to focus resources on addressing the most pressing social issues in the local community.
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TOP TRANSFORMERS ORANGE COUNTY UNITED WAY’S TOCQUEVILLE SOCIETY The hallmark of a Tocqueville Society member is a special level of commitment to making a positive impact. Across the United States, there are more than 26,000 members working together to change lives. Here in Orange County, we are grateful to the nearly 300 business and community leaders who show their passion by contributing time, talent and financial resources to make transformations.
MILLION DOLLAR ROUNDTABLE Members of United Way’s Million Dollar Roundtable have made a cumulative or outright gift or pledge of $1,000,000 or more.
TEN MILLION DOLLAR ROUNDTABLE Laura Khouri and Michael K. Hayde FIVE MILLION DOLLAR ROUNDTABLE Nancy and Geoffrey Stack Family Foundation FOUR MILLION DOLLAR ROUNDTABLE Ralph E. and Stephanie H. Maddix Family Trust THREE MILLION DOLLAR ROUNDTABLE David and Sandy Stone Paula K. Mathis Peter and Gail Ochs
TWO MILLION DOLLAR ROUNDTABLE Robert A. and Joni Alter MILLION DOLLAR ROUNDTABLE Jeffrey, Carol and Rebecca Burch Lee Ann Canaday John Coyne Jack and Kingsley Croul Ranney E. and Priscilla Draper Kenneth and JoAnn Lickel Masson Family Foundation Michael L. and Nancy B. Meyer Steven S. Myers Gil and Nancy Rommel
Orange County United Way President & CEO Max Gardner with Suzanne Fradette of PricewaterhouseCoopers, who was named “Volunteer of the Year” along with Jackie Kelley of Ernst & Young (not pictured) for donating their time and talents to advancing United Way’s mission. 18
ORANGE IMPACT SOCIETY MEMBERS Members of the Orange Impact Society invest $10,000 or more of their total annual giving to Orange County United Way programs.
Thomas and Bonnie Abate
Gareth Evans
Linda and Mike Mussallem
Robert A. and Joni Alter
Bruce Fettel
Isidore C. and Penny W. Meyers Foundation
Greg Amparano
Suzanne Fradette and Steve Tucker
Corinne Myre, CPA
Joe and Gina Andrukaitis
Artyn and Max Gardner
Peter and Gail Ochs
Dawn Trautman Behnke and Paul Behnke
Bruce Greenwood
Dennis and Tami Parrott
Lori and John Belli
Stephen B. Gross
Laila and Dryden Pence
Laura M. Benz
Donna Hansen
Bill and Pat Podlich
Dennis and Carol Berryman
Laura Khouri and Michael K. Hayde
Jerry Rapport
Debbie C. Bolar
Michele D. Johnson
Michael Ray
Sherri Bovino
John Kehl Jr.
Sarah J. “Sally” Anderson and Thomas B. Rogers
John and Tasia Boyle
Jacqueline and Stephen Kelley
Bill Rooklidge
Joe and Laurie Brennan
Robert and Anne Kent
Rick and Mary Schindler
Jeffrey, Carol and Rebecca Burch
Kenneth and JoAnn Lickel
David and Sandy Stone
Gregory Burden
Orville and Jeane Marlett
Thomas C. Sutton and Dr. Marilyn P. Sutton
Paula Campbell
Masson Family Foundation
Peter and Mary Tennyson
Lee Ann Canaday
Paula K. Mathis
Jeffrey T. Thomas
John and Kimberly Caskey
Geraldine and John McGrath
Jacqueline Thompson
Madeline and Tim Clyde
Gene and Rose Mergelmeyer
William and Nancy Thompson
Dr. Thomas and Dr. Cynthia Coad
David and Barrie Meulmester
Shelley B. Thunen and E.T. Southard
Jack and Kingsley Croul
Michael L. and Nancy B. Meyer
Nancy and Geoffrey Stack Family Foundation
Janet Davidson and Richard Plat
Renita Mollman
John and Megan Waldeck
Roger and Marjorie Davisson
Jim and Ann Morris
Nella Webster O’Grady and Kevin O’Grady Gary and Patricia Wescombe Brian and Tara Woolfolk Uday Yadav Richard Yates Six members have chosen to remain anonymous
Longtime United Way supporters Greg Burden (Tocqueville Society Chairman) and Sherri Bovino. 19
TOCQUEVILLE SOCIETY MEMBERS Kellie Aamodt
Mike Denning
Christopher and Lauren Johnston
Panteha Abdollahi
Deborah Dickson
Maho Jordan
Dr. Richard and Sally Afable
Celina Doka
Christy D. Joseph, Esq. and Jeff Schwalm
Salman Alam
Brian Drake and Diane Drake, PhD
John C. Kappos
JoAnn Albers
Greg and Julie Dunlap
Adam and Rochelle Karr
Steven and Kristy Allison
Scott Ecker and Heidi Brandl
Gina Kay, M.D.
Lawrence R. and Sandra C. Armstrong
Tricia Esser
Timothy J. and Marianne Kay
William and Patti Arnold
Terry Feit
Joan and Eamon Kelly
Kenneth Ash
Monica Foster
Roman and Linh Kochan
Daniel and Sharon Bagan
Vito and Mary Francone
Lisa Konn and Naveed Hakim
Kevin and Lora Baldridge
John and Nancy French
John and Christine Koontz
Bill and Tara Balfour
Robin Jean Galligan
Knute and Joyce Kurtz
Tamara and Leo Barker
Brian and Cheree Garbutt
Theresa Leckey
Carolyn and William Beaver
Garrett Family
Ian and Sally-Anne Leisegang
Alan and Kimberly Bick
James Gergurich
Kim Letch and Nigel Stobart
Howard and Katherine Bland
Barry and Camille Gershenovitz
Tina and Marc Ley
Christopher and Kelly Brown
Mark and Mary Gibson
Lisa and Mark Locklear
Rusty and Debi Brown
Loreen Gilbert, CIMA, AIF, CRC, CLTC
Gary Loveland
William Cain
Gilbert Family
Rob Lucenti
Wayne and Lyn Call
Reggie Gilyard and Suji Woo
Heidi Lynn
Stewart and Lydia Cameron
John Goettsche
James Malina
Jeff and Carol Carlile
Michael Gottlieb
Gregg and Leanne Martin
Joseph Carrillo
Cindi Grace and Steve Camp
Jennifer and Tony Mathews
Antonella A. Castro and Brad Schumacher
Cynthia Stamper Graff
Jerry and Karen Mattes
BJ Chandler
Walter and Lola Green
Scott and Cheryl McCarley
Theodore and Lusiana Chang
Bonnie Gregory
Matt and Diana McCutchen
Mark and Michelle Chao
Adrian Griggs
Michael and Janet McDermott
Weng Yee Chung and Jae Hyuck Choi
Brie Griset Smith and Peter Marshall Smith
Tom and Julie McDorman
Steve and Cinda Churm
Jeffrey Hall
Bill Mecklenburg and Christine Condino-Mecklenburg
Thomas Clarke
Nicole Carrillo Hall and Keith Hall
Janie Merkle
Mark and Kim Clemens
Nancy H. Handel
Ron and Kathy Merriman
Michael D. Cobb
Nick and Vicki Hanna
Juliette Meunier and Tim Cannon
Victoria Collins, PhD, CFP and David Collins
Rick and Linda Hartley
Paula E. Meyer, Esq.
Karen D. Conlon
Greg Hartnett
Steve Milligan
Jeffrey and Bonnie Dankberg
Mark and Laurie Henigan
James J. Moloney and Erin Walsh-Moloney
Greg Darm
J. Jay Herron and Dana Klein
Mark and Desiree Montoya
Brian Scott Davis
Matthew and Coral Heslin
Cheryl and Joe Moreno
Theodore Deffenbaugh
Peter and Susan Hitch
Colin Morgan
Suzanne and Ben DeJong
Craig and Jo Hodgetts
Donald L. Morrow and Judy J. Johnson
Bill Hoyt Michael A. Johnson
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James and Karen Murphy
Brandon Sylvia
Kristi Willette
Haunani Nakabara
Tim and Nancy Tamura
Susan and Brett Williamson
Scott S. Nelson and Catherine M. Nelson
Tom Taylor
Gary and Bonnie Wilson
Greg Njoes
Harold Teague
James Wilson
Andrew and Janice Parnes
Gregory Thelin
Gabrielle Wirth
Sean and Tammy Peasley
Terry Theologides and Debora Rodriguez
Dr. Tammy Wong
Lisa Perrine and Bob Kuhel
Helen and Conrad Timpe
Lance and Jeanie Wood
Michelle and Paul Prescott
Monica Timpe
Josh and Andrea Woods
Rebecca L. Procsal
Kim and Kathleen Tobler
Eric and Lisa Woolery
Shirley and Steve Quackenbush
Khanh T. Tran and Debi Duong
John and Dawn Word
Kalpana Ramakrishnan
Michael Tran
Severio Worthington
Rick and Vickie Rayson
Julie R. Trotter
Meryl L. Young and George Young
Jeffrey and Andrea Reeves
Richard Twellman
Peter and Cindy Zofrea
Dennis and Lori Reiland
John and Kirsten Valenta
Michelle A. Reinglass
Carla L. Vargas
Richard Reisman
Joseph M. Viglione
Fifteen members have chosen to remain anonymous
Jeffrey M. Reisner Ed and Anita Richards Matthew Rink Thomas J. Roach Duleep and Lisa Rodrigo J. Steven and Kimberly Roush Michael P. and Shannon Russell Matthew Rutledge Daniel A. Sasse and Anne M. Brafford Joy Schaefer and Greg Skaggs James J. Scheinkman and Cindy Eden Christine Scheuneman Donna and Ernest Schroeder Tracy Schroeder Michael and Barbara Shangraw Hamid and Melissa Shokrgozar John and Renee Simonis Sudeep Singh Jeffrey M. Singletary Chahira Solh Patricia M. Soldano Marshall and Maria Solomon Teena and Jeff Spindler Gabriel Steffens and Katherine Bell Tina and Neil Stoliar Mark and Andrea Strom
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FINANCIALS In 2015, Orange County United Way raised $23,483,629 to ensure Orange County residents achieve their fullest potential by focusing on Education, Income, Health and Housing—the building blocks for a good life.
REVENUE support
WORKPLACE includes charitable funds raised through United Way campaigns at participating companies whose employees live and/or work in Orange County COMMUNITY includes individuals giving outside a workplace campaign OTHER includes events, as well as corporate and community grants
INVESTMENTS
GRANTS & PROGRAMS include funding support of nonprofit service providers; community leadership; program development and implementation; community education; advocacy; volunteer and donor engagement; facilitation of philanthropy; community partnerships; nonprofit capacitybuilding and training efforts; issue expertise and research; and support staffing FUNDRAISING includes the costs associated with raising money to support United Way’s mission
ENDOWMENTS includes bequests and planned gifts ADMINISTRATION & GENERAL activities include finance, IT and marketing services that support United Way’s mission
REVENUE $23,483,629
INVESTMENTS IN PROGRAMS & PEOPLE GRANTS & PROGRAMS
85%
WORKPLACE
61%
$14,446,487
ENDOWMENT
18% $4,171,495
COMMUNITY
13% $2,961,030 OTHER
8%
$1,904,617 22
ADMINISTRATION & GENERAL
6%
FUNDRAISING
9%
2014-2015 Statements of FINANCIAL Highlights
6/30/2015
6/30/2014
Statement of Financial Position Total Assets
$30,155,671
$26,062,463
Less Total Liabilities
$(8,768,351)
$(8,806,713)
$21,387,320
$17,255,750
Total Net Assets
Statement of Activities Annual Campaign
$19,216,564
$18,363,340
Endowment Gifts
4,171,495
57,110
95,570
27,300
$23,483,629
$18,447,750
Other Income
$407,908
$1,095,804
Provision for Uncollectible Pledges
(377,589)
(443,759)
$23,513,948
$19,099,795
In-Kind Contributions Total Annual Campaign
Total Revenue
Grants and Programs Donor Designations Fundraising, Administration & General Total Grants, Designations and Expenses
$6,269,982
$7,010,789
9,732,731
8,784,321
3,379,665
3,135,446
$19,382,378
$18,930,556
Change in Net Assets
$4,131,570
$169,239
Net Assets–Beginning of Year
$17,255,750
$17,086,511
Net Assets–End of Year
$21,387,320
$17,255,750
The complete financial statements for Orange County United Way for fiscal years 2014 and 2015, audited by BDO USA, LLP, are available at www.unitedwayoc.org/accountability.
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THANK YOU FOR UNITING WITH US TO TRANSFORM LIVES
18012 Mitchell South Irvine, CA 92614 949.660.7600 unitedwayoc.org