united way 2014 community report
DESCRIPTION
ÂTRANSCRIPT
To learn more, visit unitedwayoc.org18012 Mitchell South, Irvine, CA 92614
thank you for joining us on our journey
2014 REPORT TO THE COMMUNITY
Driving ChangeO R A N G E C O U N T Y U N I T E D W A Y
re-writing the story for children and families
As we FACE the future together, we’re transforming the lives of children and families in Orange County by:
• Funding innovative programs that support community-wide 10-year goals
• Advocating for the voiceless to ensure policy and program improvement
• Collaborating with those who have the passion, expertise and resources needed
to drive change
• Educating businesses, local leaders and the public on the critical issues facing
our community
our goalsBy 2024, working as a united community, we will:
Improve Educational Outcomes by cutting the high school dropout rate in half
Increase Financial Stability by reducing family financial instability by one-quarter
Advance Health by ensuring that at least a third of our children live healthier lives
Stabilize Housing by reducing the percentage of homeless and housing-insecure children in half
Dedicated to Robert E. Palmer, 1956-2014Robert joined our Board in 2006, serving as chair from 2012-2014. Instrumental in the launch of FACE 2024 and our strategic plan, he is missed and fondly remembered as a passionate driver of change.
FACE 2024
Officers
Steven D. Allison, ChairCrowell & Moring LLP
Ken Lickel, Vice Chair Community Volunteer
Lisa Locklear, TreasurerIngram Micro, Inc.
Michael A. Johnson, SecretaryAutomobile Club of Southern California
Max Gardner, President & CEOOrange County United Way
Ben AlvaradoWells Fargo
Sherri BovinoGlobal, 1st Flagship Company
Paula Campbell Edison International
Steve Churm The Orange County Register
Karen D. Conlon California Association of Community Managers
Terry FeitDeloitte.
Michael FeldmanUnion Bank
Suzanne Fradette PricewaterhouseCoopers LLP Dr. Mildred Garcia California State University Fullerton
Reggie GilyardChapman University
Joseph C. Hensley US Bank
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
Henry Mendoza Link, Murrel & Company, LLP
David G. Meulmester KPMG LLP
Nancy Meyer Community Volunteer
John P. McGrath, PhD.Edwards Lifesciences, LLC
Al Mijares Orange County Department of Education Keith Morrison NBC TV Shirley Quackenbush Merrill Lynch Global Wealth Management
Michael Ray Western Digital Corporation
Mike Ruane CalOptima Ernest W. SchroederSchroeder Investment Partners, Inc.
Nella Webster O’GradyPalo Capital
James Wilson Enterprise Rent-A-Car
2014 Board of Directors
the roadmap to a stronger community
2
When I tell people I work for United Way, they usually ask if I’m a fundraiser. And while dollars definitely fuel
our mission, there’s a more impactful story to tell about the work we do: United Way exists to drive change.
Here in Orange County, our role has expanded into that of a critical convener. We propel progress by
mobilizing local partners, helping community organizations plan for the future, and activating strategies
that make measurable differences in all our lives.
In 2013, we committed to a 10-year action plan called FACE 2024. An ambitious collaborative effort, its aim
is to create a stronger Orange County where everyone has access to a quality education, a sustainable
income, better health and stable housing—the building blocks for a good life.
From the beginning, we recognized that driving this monumental change would require incredible collective
effort. And it’s happening. United Way’s network is strong, with diverse partners every bit as committed
to reaching our shared goals. Our board is filled with leaders—hands-on champions who empower us
to do the work. By tapping into mutual aspirations and focusing on core issues, we unite people and
organizations to act. Thanks to your support, we are already moving the needle.
We bring you this report as a dashboard of the past year, and invite you to experience our story as told by
community members. They are our inspiration. I hope you’ll see that, while fundraising is a vital part of what
we do, our reach encompasses much more: With your help, we’re driving lasting change in Orange County.
Thank you,
Max L. Gardner
President & CEO
Dedicated to Robert E. Palmer, 1956-2014Robert joined our Board in 2006, serving as chair from 2012-2014. Instrumental in the launch of FACE 2024 and our strategic plan, he is missed and fondly remembered as a passionate driver of change.
3
Driving Changein 2014, Orange County United Way helped change the story for 293,052 people in our community
the roadmap to a stronger community3,785Destination Graduation students
19,717students and educators reached by
academic and career-oriented programs
15,120community members receivedfree tax preparation services
200individuals participated in SparkPoint OC
financial literacy plans and programs
131,000adults enrolled in CoveredCalifornia health plans
297%of our goal to help more people in
Orange County get access to health care
1,704individuals and familiesreceived housing and shelter
education
income
health
housing
Many of these students will lack the
financial resources to care for their
families later in life. In fact, the decision
to drop out is a dangerous one for
students. Dropouts are more likely to be
unemployed, living in poverty, receiving
public assistance, in prison, unhealthy,
divorced or single parents with children
who drop out of high school themselves.
Educationimproving academic achievement, early-grade literacy and increasing on-time high school graduation
4,000 Orange County high school students drop out each year
90OUR OC READS INITIATIVE BROUGHT
TOGETHER MORE THAN 90 PARTNERS RANGING FROM
PEDIATRIC OFFICES TO
LIBRARIES TO AFTER-SCHOOL
PROGRAMS, SO THAT STUDENTS
LEARN TO READ BY THE THIRD
GRADE AND THEIR PARENTS
PLAY AN ACTIVE ROLE IN LITERACY
400+400+ STUDENTS ATTENDED
FREE STEM SUMMER CAMPS
9,0009,000 STUDENTS
HAD ACCESS TO COLLEGE PREP
INFORMATION INCLUDING
APPLYING AND PAYING
FOR SCHOOL
4
5
Dropout prevention starts early when parents and
children are engaged and have access to the tools
they need for academic achievement. Better-
educated students and an increase in graduation
rates will produce a better-prepared workforce.
we level the playing field by improving educational opportunities from cradle to career
Educationimproving academic achievement, early-grade literacy and increasing on-time high school graduation
The Boys & Girls Clubs of Santa Ana experienced great success over the summer months with the pilot of the Early Grade Literacy Program. It’s a great antidote for reducing the ‘summer slide’ in reading achievement and it increases parental engagement.
“United Way’s Destination Graduation program has given me the opportunity to go on several different career-oriented field trips that have helped me define my path for the next four years in college.” — Michela
4,000 Orange County high school students drop out each year
90OUR OC READS INITIATIVE BROUGHT
TOGETHER MORE THAN 90 PARTNERS RANGING FROM
PEDIATRIC OFFICES TO
LIBRARIES TO AFTER-SCHOOL
PROGRAMS, SO THAT STUDENTS
LEARN TO READ BY THE THIRD
GRADE AND THEIR PARENTS
PLAY AN ACTIVE ROLE IN LITERACY
400+400+ STUDENTS ATTENDED
FREE STEM SUMMER CAMPS
9,0009,000 STUDENTS
HAD ACCESS TO COLLEGE PREP
INFORMATION INCLUDING
APPLYING AND PAYING
FOR SCHOOL
90OUR OC READS INITIATIVE BROUGHT
TOGETHER MORE THAN 90 PARTNERS RANGING FROM
PEDIATRIC OFFICES TO
LIBRARIES TO AFTER-SCHOOL
PROGRAMS, SO THAT STUDENTS
LEARN TO READ BY THE THIRD
GRADE AND THEIR PARENTS
PLAY AN ACTIVE ROLE IN LITERACY
400+400+ STUDENTS ATTENDED
FREE STEM SUMMER CAMPS
9,0009,000 STUDENTS
HAD ACCESS TO COLLEGE PREP
INFORMATION INCLUDING
APPLYING AND PAYING
FOR SCHOOL
Since 1990, the number of Southern
Californians living in poverty has nearly
doubled. Startling on their own, these
statistics are often bellwethers for greater,
systemic problems. There is a direct link
between financial hardship and the poor
health and academic prospects of those
living in poverty.
Incomeincreasing financial stability through access to education and personalized planning services
in Orange County, 1 in 4 people live in poverty
we’re helping solve the equation through job training and financial literacy
15,120UNITED WAY’S FREE TAX PREP
PROGRAM SERVED 15,120INDIVIDUALS
$13 million
OUR OC FREE TAX PREP SERVICES HELPED
INDIVIDUALS AND FAMILIES COLLECT
MORE THAN $13 MILLION IN
FEDERAL AND STATE REFUNDS
THAT WOULD OTHERWISE
GO UNCLAIMED
6
7
A locally driven, collaborative approach—one
that engages and mobilizes local business, non-
profit and government leaders and strategically
focuses our collective resources on tackling the
interconnected root causes—is the most effective
way to create lasting change. We focus on the
most important tools to gain financial stability:
job training, skills improvement and financial
management guidance and empowerment.
Reducing generational poverty and lessening
the burden on public resources contributes to a
thriving economy.
Incomeincreasing financial stability through access to education and personalized planning services
“The Automobile Club of Southern California and Orange County United Way share a legacy of helping people in need. Through United Way, we engage our employees to give back to the community where we live and work. Together, we have created a stronger and more caring community.”
—Michael A. Johnson, Senior Vice President, Members Services, Automobile Club of Southern California
“Although I am a college graduate, I found myself without a job. I attended an Employment Readiness Program, where the workshops equipped me with a refined resume, gave me confidence in interviewing skills, and a renewed appreciation for my real-world experience. I enjoyed mock interview experiences, submitted applications and phone interviews to hone my skills and get direct feedback. I found the best job I have ever had with an opportunity to build my career. Today, I coordinate marketing and distribution at a medical supply company in Orange County—with full medical benefits, a good salary and tremendous opportunities to grow within the organization.” — Samuel, former client of WHW
in Orange County, 1 in 4 people live in poverty
15,120UNITED WAY’S FREE TAX PREP
PROGRAM SERVED 15,120INDIVIDUALS
$13 million
OUR OC FREE TAX PREP SERVICES HELPED
INDIVIDUALS AND FAMILIES COLLECT
MORE THAN $13 MILLION IN
FEDERAL AND STATE REFUNDS
THAT WOULD OTHERWISE
GO UNCLAIMED
15,120UNITED WAY’S FREE TAX PREP
PROGRAM SERVED 15,120INDIVIDUALS
$13 million
OUR OC FREE TAX PREP SERVICES HELPED
INDIVIDUALS AND FAMILIES COLLECT
MORE THAN $13 MILLION IN
FEDERAL AND STATE REFUNDS
THAT WOULD OTHERWISE
GO UNCLAIMED
When families don’t have enough to eat or
are uncertain that food will be available,
they may choose low-quality meals or
fast food. When these children grow up,
they are more likely to face severe health
problems that may affect their ability to
work, support their families and live a
financially stable life.
Healthimproving access to health care, reducing childhood obesity
1/3 of Orange County children are overweight or obese; 13% of households are food-insecure
131,000 THE ORANGE COUNTY FOOD BANK
PROVIDED NEARLY 200 TONS
OF NON-PERISHABLES, 1 MILLION
POUNDS OF FRESH PRODUCE
AND 4 NEW AQUAPONIC FARMING
SYSTEMS TO ENABLE COMMUNITY
MEMBERS TO PRODUCE HEALTHY
FOOD, THANKS TO UNITED WAY
IN PARTNERSHIP WITH UNITED WAY,
THE SECOND HARVEST FOOD BANK
OF ORANGE COUNTY PROVIDED
MORE THAN 300,000
MEALS, INCLUDING FRESH
PRODUCE, TO FOOD-INSECURE
RESIDENTS AND AT-RISK CHILDREN
THROUGH THE COVERED OC COLLABORATIVE,
ORANGE COUNTY UNITED WAY
HELPED MORE THAN
131,000 RESIDENTS
ENROLL IN A COVERED CALIFORNIA
HEALTH PLAN, UP 297% BEYOND
PROJECTED ESTIMATES
200
300,000
8
We work to improve the overall health of
our community through programs that
provide food, nutritional education, physical
fitness opportunities and access to quality
medical care. Healthier children will grow
up to be more productive members of our
community’s workforce.
we get to the heart of the matter by targeting healthy eating habits, increased physical activity and access to health care
Healthimproving access to health care, reducing childhood obesity
“Pacific Life and United Way work together because we recognize that there’s a great deal of disparity and a great deal of need here in Orange County. Together, we can provide resources to help combat our community’s biggest issues in education, income, health and housing.”
— Jim Morris, Chairman and CEO, Pacific Life Insurance Company
“As a cancer survivor, now I am able to purchase insurance through Covered California and don’t have to pay those high premiums due to a pre-existing condition.” — Maria
1/3 of Orange County children are overweight or obese; 13% of households are food-insecure
131,000 THE ORANGE COUNTY FOOD BANK
PROVIDED NEARLY 200 TONS
OF NON-PERISHABLES, 1 MILLION
POUNDS OF FRESH PRODUCE
AND 4 NEW AQUAPONIC FARMING
SYSTEMS TO ENABLE COMMUNITY
MEMBERS TO PRODUCE HEALTHY
FOOD, THANKS TO UNITED WAY
IN PARTNERSHIP WITH UNITED WAY,
THE SECOND HARVEST FOOD BANK
OF ORANGE COUNTY PROVIDED
MORE THAN 300,000
MEALS, INCLUDING FRESH
PRODUCE, TO FOOD-INSECURE
RESIDENTS AND AT-RISK CHILDREN
THROUGH THE COVERED OC COLLABORATIVE,
ORANGE COUNTY UNITED WAY
HELPED MORE THAN
131,000 RESIDENTS
ENROLL IN A COVERED CALIFORNIA
HEALTH PLAN, UP 297% BEYOND
PROJECTED ESTIMATES
200
300,000
131,000 THE ORANGE COUNTY FOOD BANK
PROVIDED NEARLY 200 TONS
OF NON-PERISHABLES, 1 MILLION
POUNDS OF FRESH PRODUCE
AND 4 NEW AQUAPONIC FARMING
SYSTEMS TO ENABLE COMMUNITY
MEMBERS TO PRODUCE HEALTHY
FOOD, THANKS TO UNITED WAY
IN PARTNERSHIP WITH UNITED WAY,
THE SECOND HARVEST FOOD BANK
OF ORANGE COUNTY PROVIDED
MORE THAN 300,000
MEALS, INCLUDING FRESH
PRODUCE, TO FOOD-INSECURE
RESIDENTS AND AT-RISK CHILDREN
THROUGH THE COVERED OC COLLABORATIVE,
ORANGE COUNTY UNITED WAY
HELPED MORE THAN
131,000 RESIDENTS
ENROLL IN A COVERED CALIFORNIA
HEALTH PLAN, UP 297% BEYOND
PROJECTED ESTIMATES
200
300,000
9
Families with children are among the
fastest growing segments of the homeless
population. Living arrangements for
homeless children can be precarious,
unstable, and at times dangerous. Without
stable housing, children are at greater risk
for family insecurity, challenges in school,
unpredictable income and poor health.
Housingending homelessness and helping to provide affordable, stable housing
“Southern California Edison partners with United Way because together, we can build better communities–a Southern California we can all celebrate for years to come. We can help those who cannot help themselves and we can be the voice for those who cannot speak for themselves.” —Gaddi H. Vasquez, Senior Vice President, Government Affairs,
Southern California Edison (former Director, United States Peace Corps)
30,000 school-age children in our county are homeless or housing-insecure
10
United Way programs help working families get
access to permanent, affordable housing. Helping
families avoid homelessness results in children
who are better able to learn in school, maintain
health and succeed in life.
Housingending homelessness and helping to provide affordable, stable housing
“I was living in a shelter with my nine-year-old son. Through Serving People in Need (SPIN), I got the help I needed to pay for move-in costs. They also connected me to SparkPoint OC where I was able to get a great job. Today I am managing my budget and working to complete my Associates degree.” — Elena, client of two United Way-supported programs
30,000 school-age children in our county are homeless or housing-insecure
“At Western Digital, it ’s important that we give something back to the community we live and work in–it ’s a part of our DNA. Supporting United Way makes us feel good, but we do it because it ’s the right thing to do.”
—Steve Milligan, President & CEO, Western Digital
5
22 SPARKPOINT CENTERS EXPANDED
INTO LOCAL GRADE SCHOOLS.
NOW 100 FAMILIES HAVE ACCESS
TO FINANCIAL COACHING AND
RENTAL ASSISTANCE SO THEIR
CHILDREN WON'T HAVE TO MOVE
FROM SCHOOL TO SCHOOL
5 RAPID REHOUSING PARTNERS
PLACED 1,182 HOMELESS OR
HOUSING-INSECURE FAMILIES
INTO PERMANENT HOUSING
5
22 SPARKPOINT CENTERS EXPANDED
INTO LOCAL GRADE SCHOOLS.
NOW 100 FAMILIES HAVE ACCESS
TO FINANCIAL COACHING AND
RENTAL ASSISTANCE SO THEIR
CHILDREN WON'T HAVE TO MOVE
FROM SCHOOL TO SCHOOL
5 RAPID REHOUSING PARTNERS
PLACED 1,182 HOMELESS OR
HOUSING-INSECURE FAMILIES
INTO PERMANENT HOUSING
United Way is closing the door on homelessness and providing a key to family stability
11
Local companies play an integral role through
their steadfast support of United Way. Their
shared commitment is making positive change
in the lives of tens of thousands of individuals
throughout Orange County.
This story will continue as the top businesses in
our community pledge ongoing support to FACE
2024. At this year’s campaign kickoff event,
leaders announced an annual fundraising goal
of $20 million.
12
Our Partners in change
Dimensions in Giving Partner
Exemplary Community Leader
Spirit of Orange County
Golden Key Partners
Edwards Lifesciences kicked off a high-energy workplace campaign.
13
in change 6th annual Walk United
June 29, 2014
More than $250,000 raised, a new record!
3,000+ men, women and children walked
Our 5K course covered the Angel Stadium grounds and the field
Presenting event sponsor Wells Fargo’s famous stagecoach
Destination Graduation students celebrated with participants at the finish line
Interactive rest stops put a face to Education, Income, Health and Housing in Orange County
Information booths shared vital resources available to community members
Three live bands entertained the crowd
Gourmet food trucks offered healthy options
Kids’ fun zone featured bounce houses, super heroes and princesses
All this added up to helping more people in the community gain self-sufficiency to create pathways for a better future
Tocqueville SocietyFrench philosopher Alexis de Tocqueville admired
the uniquely American tradition of “neighbor
helping neighbor” in Democracy in America.
The Orange County United Way Tocqueville
Society has grown to more than 275 community
and business leaders who join more than 26,000
members across the United States in making
a difference.
These visionaries are driving change through
their time, talent and philanthropic gifts. Society
members contribute $10,000 or more annually.
800 ThanksgivingsKnowing that many families in Orange County go
without the nutritious and festive foods that make
Thanksgiving a day of celebration, Tocqueville
Society members spent November giving back
to their neighbors in need. They gathered for
two days to assemble baskets filled with holiday
fixings and hope for 800 local families.
Individualsadvancing the common good
14
“United Way is uniquely positioned to address key local issues because they have a vast network of strategic partners from all sectors that share the same goals in making Orange County an even better place to work and live.”
—Laura Khouri, President, Western National Property Management and Tocqueville Society Member
Tocqueville Society MembersLeading change throughout the Community
MILLION DOLLAR ROUNDTABLEMembers of United Way’s Million Dollar Roundtable have made a cumulative or outright gift or pledge of $1,000,000 or more. The National Society donors have made annual gifts of $100,000 or more.
TEN MILLION DOLLAR ROUNDTABLELaura Khouri and Michael K. Hayde L
FOUR MILLION DOLLAR ROUNDTABLE Nancy and Geoffrey Stack Family Foundation
THREE MILLION DOLLAR ROUNDTABLE David and Sandy Stone Paula K. Mathis Peter and Gail Ochs
TWO MILLION DOLLAR ROUNDTABLERobert A. and Joni Alter L
MILLION DOLLAR ROUNDTABLEJeffrey, Carol and Rebecca Burch Lee Ann Canaday Jack and Kingsley Croul Ranney E. and Priscilla Draper Kenneth and JoAnn Lickel Masson Family Foundation Michael L. and Nancy B. Meyer Steven S. Myers LGil and Nancy Rommel NATIONAL SOCIETYJohn Coyne
Orange Impact Society Members
L Legacy Circle members perpetuate their gifts through their estates
Individualsadvancing the common good Thomas and Bonnie Abate
Edwards Lifesciences LLC
Joe and Gina Andrukaitis L-3 Interstate Electronics Corporation
Lori and John Belli Ernst & Young LLP
Laura M. Benz
Dennis and Carol Berryman Pacific Development Group
Debbie C. Bolar Bolar Hirsch & Jennings LLP
Sherri Bovino Global, A 1st Flagship Company
Joe Brennan Fluor Corporation
Gregory Burden Owl International, Inc.
Paula Campbell Edison International
Janet Davidson and Richard Plat Retired Partner, Paul Hastings LLP
Suzanne Fradette and Steve Tucker PricewaterhouseCoopers LLP
Max and Artyn Gardner LOrange County United Way
Bruce Greenwood Costco Wholesale
Stephen B. Gross IHI Power Services Corp.
Nancy Handel
Donna HansenHolthouse, Carlin & Van Trigt LLP
Michele D. Johnson Latham & Watkins LLP
Jacqueline Brya Kelley and Stephen Kelley Ernst & Young LLP and Makaira Companies LLC
Knute and Joyce Kurtz PricewaterhouseCoopers LLP
Orville and Jeane Marlett
Gregg and Leanne Martin The Boeing Company
Geraldine and John McGrath Edwards Lifesciences LLC
David and Barrie Meulmester KPMG LLP
Renita Mollman Burns & McDonnell
Jim and Ann Morris Pacific Life Insurance Company
Linda and Mike Mussallem Edwards Lifesciences LLC
Nella Webster O’Grady and Kevin O’Grady LPalo Capital
Robert E. and Nancy Palmer Gibson, Dunn & Crutcher LLP
Dennis and Tami Parrott KPMG LLP
Laila and Dryden Pence Pence Wealth Management
Bill and Pat Podlich
David and Julianna Pyott FoundationAllergan Inc.
Jerry Rapport
Michael Ray Western Digital Corporation
Sarah J. “Sally” Anderson and Thomas B. Rogers LPlaza Bank
Mark and Dinah Stevens Fluor Corporation
Peter and Mary Tennyson Paul Hastings LLP and StashAll
Jeffrey T. Thomas Gibson, Dunn & Crutcher LLP
Jacqueline and Bill Thompson Surterre Properties, Inc.
William and Nancy Thompson
Shelley B. Thunen Endologix
John and Megan Waldeck Pacific Life Insurance Company
Gary and Patricia Wescombe
Arnold and Mabel Beckman Foundation
Brian and Tara Woolfolk Pacific Life Insurance Company
Richard YatesACCO Engineered Systems
Orange Impact Society Members invest $10,000 or more of their gifts in Community Impact
15
16
Kellie AamodtUPS
Panteha AbdollahiPaul Hastings LLP
Dr. Richard and Sally AfableHoag
Salman AlamWestern Digital Corporation
JoAnn AlbersAlbers Consulting, LLC
Hugh and Jennifer AllenAdvantage Car Exchange and Sanitation Districts of Los Angeles County
Steven and Kristy AllisonCrowell & Moring LLP
Harlan and Susan AritaBlue Sky Color of Imagination and Orange County United Way
Lawrence R. and Sandra C. ArmstrongWare Malcomb
Kenneth AshWestern Digital Corporation
Daniel and Sharon BaganUPS
Kevin and Lora BaldridgeIrvine Apartment Communities
Bill and Tara BalfourBank of America/Merrill Lynch and Cranbrook Capital Advisors Inc.
Ellen BancroftMorgan, Lewis & Bockius LLP
Tamara and Leo BarkerUPS
Terry FeitDeloitte.
Patrick FitzgeraldPricewaterhouseCoopers LLP
Monica FosterUPS
Ben FrancoisCanterbury Consulting Incorporated
Vito and Mary FranconeDeloitte.
John and Nancy FrenchErnst & Young LLP
Brian and Cheree GarbuttLee & Associates
Barry and Camille GershenovitzErnst & Young LLP
Loreen Gilbert, CIMA, AIF, CRC, CLTCWealthWise Financial Services
Reggie Gilyard and Suji WooChapman University
Monica Timpe Godfrey and Jeff GodfreyThe Timpe Group - Morgan Stanley
Michael GottliebErnst & Young LLP
Cindi Grace and Steve CampWestern Digital Corporation
Cynthia Stamper GraffLindora, Inc.
Robert Eastridge Graham and Samantha PriceMorgan Stanley-Newport Beach
Walter and Lola Green
Carolyn and William BeaverKPMG Retirees
Alan and Kimberly BickGibson, Dunn & Crutcher LLP
Howard and Katherine BlandKPMG Retirees
John and Tasia BoyleAutomobile Club of Southern California
Christopher and Kelly BrownKPMG LLP
Rusty and Debi BrownThe Word and Brown Companies
Wayne and Lyn CallCall & Jensen, APC
Jeff and Carol CarlileCarlile, Coatsworth Architects and Holthouse, Carlin & Van Trigt LLP
Joseph CarrilloWestern Digital Corporation
Nicole Carrillo and Keith HallOpus Bank and Nationwide Insurance
Rachid ChamtiehDeloitte.
BJ ChandlerPremier Transportation
Theodore and Lusiana ChangDeloitte.
Mark and Michelle ChaoDeloitte.
Steve and Cinda ChurmThe Orange County Register
Thomas ClarkePricewaterhouseCoopers LLP
Adrian GriggsPacific Life Insurance Company
Brie Griset Smith and Peter Marshall SmithOrange County United Way
Michael HajeckWestern Digital Corporation
Jeffrey HallUPS
Richard HartleyKPMG LLP
Gregory and Barbara HartnettFluor Corporation
Robert HaskellPacific Life Insurance Company
Robert HempsteadWestern Digital Corporation
Mark and Laurie HeniganIrvine Company
J. Jay Herron and Dana KleinO’Melveny & Myers LLP
Peter and Susan HitchUrban Associates
Craig and Jo HodgettsDeloitte.
Julie HoltJulie Holt Consulting
Linda and George HoriokaErnst & Young LLP and XSURA
Michael A. JohnsonAutomobile Club of Southern California
Christopher and Lauren JohnstonErnst & Young LLP
Mark and Kim ClemensKPMG LLP
Dr. Thomas and Dr. Cynthia Coad
Joseph and Kathleen ColemanSnell & Wilmer, L.L.P.
Victoria Collins, Ph.D, CFP and David CollinsYour Legacy Project
Karen D. ConlonCalifornia Association of Community Managers
Lawrence CortezThe Word and Brown Companies
Jeffrey and Bonnie DankbergDeloitte.
Roger and Marjorie Davisson
Suzanne and Ben DeJongErnst & Young LLP
Mike DenningErnst & Young LLP
Celina DokaKPMG LLP
Brian Drake and Diane Drake, Ph.DKPMG LLP
Greg and Julie DunlapDeloitte.
Scott Ecker and Heidi BrandlDeloitte. and IHP Capital Partners
Tricia EsserKTGY Group Inc., Architecture and Planning
Chip and Helen FedalenThe Irvine Company
Maho JordanErnst & Young LLP
Christy D. Joseph, Esq. and Jeff SchwalmSnell & Wilmer, L.L.P.
John C. KapposO’Melveny & Myers LLP
Adam and Rochelle KarrO’Melveny & Myers LLP
Timothy J. and Marianne KaySnell & Wilmer, L.L.P.
Joan and Eamon KellyBonTerra Psomas
Lisa Konn and Naveed HakimDeloitte.
John and Christine KoontzAlcon Labs
Ian and Sally-Anne LeisegangJ.P. Morgan
Kim Letch and Nigel StobartErnst & Young LLP
Tina and Marc LeyIrvine Company
Marcus and Kenna LittleOakley and MOMS Orange County
Lisa and Mark LocklearIngram Micro Inc.
Robert W. LoewenGibson, Dunn & Crutcher LLP
Rob LucentiDeloitte.
Sue MamerMamer Financial Group Wells Fargo Advisors LLC
TOCQUEVILLE SOCIETY MEMBERS
17
Adam and Sarah Markman
Brian and Michelle L. MaryottWells Fargo Advisors and Gibson Dunn & Crutcher LLP
Jennifer and Tony MathewsBank of America
Jerry and Karen MattesUPS
Joe and Christina MautheDeloitte.
Scott and Cheryl McCarleyUPS
Matt and Diana McCutchenDeloitte.
Bill Mecklenburg and Christine Condino-MecklenburgSES Insurance Brokerage Services Inc. and Coast to Coast Destinations
Gene and Rose MergelmeyerAssurant Specialty Property
Janie MerkleRE/MAX Fine Homes
Juliette Meunier and Tim CannonErnst & Young LLP
Paula E. Meyer, Esq.Paula E. Meyer & Associates, APC
Steve MilliganWestern Digital Corporation
James J. MoloneyGibson, Dunn & Crutcher LLP
Daniel A. Sasse and Anne M. BraffordCrowell & Moring LLP and the Law Offices of Anne M. Brafford
Joy Schaefer and Greg SkaggsGolden Eagle Advisors LLC
James J. Scheinkman and Cindy EdenSnell & Wilmer, L.L.P.
Christine ScheunemanPillsbury, Winthrop, Shaw, Pittman LLP
Donna and Ernest SchroederSchroeder Investment Partners, Inc.
Julie A. ShafilIMS Information Management Specialists
Michael and Barbara ShangrawErnst & Young LLP
Hamid and Melissa ShokrgozarViking Technology a division of Sanmina
John and Renee SimonisPaul Hastings LLP
Sudeep SinghDeloitte.
Jeff SingletarySnell & Wilmer, L.L.P.
Randy and Danette SmithUPS
Chahira SolhCrowell & Moring LLP
Cheryl and Joe MorenoErnst & Young LLP
Colin MorganWestern Digital Corporation
Donald L. Morrow and Judy J. JohnsonPaul Hastings LLP
James and Karen MurphyWestern Digital Corporation
Haunani NakabaraKPMG LLP
Scott S. Nelson and Catherine M. NelsonErnst & Young LLP
Pamela NewcombCounty of Orange Board of Supervisors
Gregory NjoesPricewaterhouseCoopers LLP
Andrew and Janice ParnesShea Homes
Sean and Tammy PeasleyDeloitte.
Lisa Perrine and Bob KuhelCibola Systems
Michelle and Paul PrescottDeloitte.
Gina and Tom PrimeauxDeloitte.
Rebecca L. ProcsalKPMG LLP
Shirley and Steve Quackenbush LMerrill Lynch Global Wealth Management and Container Freight/EIT, LLC
Marshall and Maria SolomonDeloitte.
Gabriel Steffens and Katherine BellTIAA-CREF and Paul Hastings LLP
Tina StoliarKPMG LLP
Dave and Christine SullivanDeloitte.
Tom and Marilyn Sutton
Brandon SylviaRutan & Tucker LLP
Gregory ThelinWestern Digital Corporation
Angela ThompsonUPS
Helen and Conrad TimpeThe Timpe Group - Morgan Stanley
Kim and Kathleen ToblerErnst & Young LLP
Khanh T. Tran and Debi DuongPacific Life Insurance Company
Michael TranWestern Digital Corporation
Dawn TrautmanPacific Life Insurance Company
Julie R. TrotterCall & Jensen, APC
John and Kirsten ValentaDeloitte.
Carla L. VargasOrange County United Way
Kalpana RamakrishnanKPMG LLP
Rick and Vickie RaysonDeloitte.
Jeffrey and Andrea ReevesGibson, Dunn & Crutcher LLP
Michelle A. ReinglassADR Office of Michelle A. Reinglass/Judicate West
Richard ReismanOrange County Business Journal
Jeffrey M. ReisnerIrell & Manella LLP
Ed and Anita RichardsAlcon Labs
Matthew RinkAlcon Labs
Thomas J. RoachErnst & Young LLP
The Robinson Foundation
Duleep and Lisa RodrigoKPMG LLP
J. Steven and Kimberly RoushPricewaterhouseCoopers LLP and All-Star Executive Coaching
Michael P. and Shannon RussellMohr Partners, Inc.
Dean and Terri SamsvickKPMG LLP
Eric and Joy SandersAllergan Inc.
Taryn and Warren VidovichBlue Sky Color of Imagination
Joseph M. ViglioneWestern Digital Corporation
Jennifer WilliamsBank of America
Susan and Brett WilliamsonO’Melveny & Myers LLP
Gary WilsonPricewaterhouseCoopers LLP
James WilsonEnterprise Rent-A-Car
Gabrielle WirthDorsey & Whitney LLP
Dr. Tammy WongFostering Executive Leadership
Lance and Jeanie WoodPricewaterhouseCoopers LLP
Josh and Andrea WoodsBeckman Coulter, Inc. and Ernst & Young LLP
John and Dawn WordThe Word and Brown Companies
Severio WorthingtonWestern Digital Corporation
Meryl and George YoungGibson, Dunn & Crutcher LLP
Peter and Cindy ZofreaErnst & Young LLP
12 Members Have Chosen to Remain Anonymous
$14,534,44379% 83%
10%
7%
$1,962,26711%
$1,923,74010%
$18,420,450
workplace grants & programs
fundraising
administration & general
community
other
total annual campaign
18
revenue snapshotWORKPLACE includes charitable funds through United Way campaigns at participating companies whose employees live and/or work in Orange County
COMMUNITY includes individual donors giving outside a workplace campaign
OTHER includes endowment, events, as well as corporate and community grants
In 2014, Orange County United Way raised $18,420,450 to ensure Orange
County residents achieve their fullest potential by focusing on Education,
Income, Health and Housing—the building blocks for a good life.
investment snapshotGRANTS & PROGRAMS includes funding support of nonprofit service providers; community leadership; program development and implementation; community education; advocacy; volunteer and donor engagement; facilitation of philanthropy; community partnerships; nonprofit capacity-building and training efforts; issue expertise and research; and support staffing
FUNDRAISING includes the costs associated with raising money to support United Way’s mission
ADMINISTRATION & GENERAL activities include finance, IT and marketing services that support Orange County United Way
Financials
19
2013-2014 financial highlights
2013-2014
STATEMENTS OF FINANCIAL POSITION 6/30/2013 6/30/2014Total Assets $27,545,408 $26,062,463
Less Total Liabilities <$10,458,897> <$8,806,713>
Total Net Assets $17,086,511 $17,255,750
STATEMENTS OF ACTIVITIES Annual Campaign $17,832,829 $18,420,450
Provision for Uncollectible Pledges ($407,518) ($443,759)
Other Income $996,237 $1,123,104
Total Revenue $18,421,548 $19,099,795
Grants and Programs $6,758,948 $7,010,789
Donor Designations $8,257,793 $8,784,321
Fundraising, Administration & General $3,083,242 $3,135,446
Total Grants, Designations and Expenses $18,099,983 $18,930,556
Change in Net Assets $321,565 $169,239
Net Assets – Beginning of Year $16,764,946 $17,086,511
Net Assets – End of Year $17,086,511 $17,255,750
The complete financial statements for Orange County United Way for fiscal years 2013 and 2014 audited by BDO USA, LLP are available at www.unitedwayoc.org/accountability.
Financials
To learn more, visit unitedwayoc.org18012 Mitchell South, Irvine, CA 92614
thank you for joining us on our journey
2014 REPORT TO THE COMMUNITY
Driving ChangeO R A N G E C O U N T Y U N I T E D W A Y
re-writing the story for children and families