2022-05-11T19:24:09-05:00 2021-06-30 366055558 GRANT THORNTON LLP 75 STATE STREET 13TH FLOOR BOSTON MA 02109 990 2020-07-01 952274801 UNITED WAY INC UNIT 2138086220 1150 S OLIVE STREET SUITE T500 LOS ANGELES CA 90015 ELISE BUIK PRESIDENT AND CEO 2138086220 2022-05-11 1 ELISE BUIK 999009999 ERIN COUTURE P01390592 6177237900 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z UNITED WAY OF GREATER LOS ANGELES ELISE BUIK 1150 S OLIVE STREET SUITE T500 LOS ANGELES CA 90015 84904979 0 X WWW.UNITEDWAYLA.ORG X 1962 CA TO PERMANENTLY BREAK THE CYCLE OF POVERTY FOR OUR MOST VULNERABLE NEIGHBORS: (CONT. ON SCH. O) LOW-INCOME FAMILIES, CHILDREN, VETERANS AND PEOPLE EXPERIENCING HOMELESSNESS. 37 37 102 50 0 0 57856988 66980133 0 0 296855 380127 1508380 1402154 59662223 68762414 34096996 23798297 0 0 9930250 9733927 111000 167206 3401954 10971620 7334697 55109866 41034127 4552357 27728287 63354445 90203286 21941514 14327242 41412931 75876044 X TO PERMANENTLY BREAK THE CYCLE OF POVERTY FOR OUR MOST VULNERABLE NEIGHBORS: LOW-INCOME FAMILIES, CHILDREN, VETERANS AND PEOPLE EXPERIENCING HOMELESSNESS. 0 0 12349057 6850806 FROM OUR PROGRAM PERTAINING TO ACCESS TO HOUSING, OUR GOAL IS TO TURN THE BEST LESSONS OF THE PANDEMIC CRISIS INTO BOLD PROGRAMS THAT COMPLEMENT THE REGION'S APPROACH TO THE CRISIS AT EVERY STEP: ON THE STREET, IN THE SHELTERS, AND EVEN WITH THE MISSING PIECE OF HOUSING CONSTRUCTION. SEE SCHEDULE O FOR FURTHER DETAILS. 1520190 843346 IN OUR ENDEAVORS TO IMPROVE EDUCATION, OUR GOAL IS TO CONTINUE TO SUPPORT OUR PARTNERS AND DEVELOP BEST PRACTICES IN HELPING OUR MOST VULNERABLE STUDENTS. WE SUPPORT BRIDGING THE DIGITAL DIVIDE TO ENSURE STUDENTS CAN LEARN AND THRIVE. WE AMPLIFY THE VOICES OF PARENTS AND STUDENTS (CLASS) AND CONTINUE TO SUPPORT OUR YOUNG CIVIC LEADERS (YCLP). SEE SCHEDULE O FOR FURTHER DETAILS. 8689487 4820610 IN OUR WORK AIMED AT IMPROVING ECONOMIC MOBILITY, OUR GOAL IS TO CONTINUE TO COLLABORATE WITH OUR PARTNERS TO ENSURE OUR MOST VULNERABLE NEIGHBORS, INCLUDING PEOPLE NOT ELIGIBLE FOR FEDERAL BENEFITS, HAVE THE HELP THAT THEY NEED TO WEATHER THE ONGOING FINANCIAL CRISIS. WE WILL SPREAD THE WORD AS NEW TAX INITIATIVES ARE DIRECTED AT WORKING FAMILIES TO HELP THEM THRIVE. SEE SCHEDULE O FOR FURTHER DETAILS. 11283535 11283535 186155 OTHER PROGRAM SERVICES DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS: ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED $11,283,535 IN DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS. 11283535 11283535 186155 33842269 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 71 0 1 102 1 0 0 0 0 0 0 0 0 0 0 0 0 X 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LINING LEE RECENDEZ 2138086399 1150 S OLIVE STREET SUITE T500 LOS ANGELES CA 90015 LARRY JAMES CHAIR 5.00 0.00 X X 0 0 0 RUDY MEDINA CORPORATE SECRETARY 5.00 0.00 X X 0 0 0 BRIAN CULLINAN BOARD MEMBER- PART YEAR 1.00 0.00 X 0 0 0 FRED ABDELNOUR BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 ADELE BERWANGER BOARD MEMBER 1.00 0.00 X 0 0 0 CHRIS CAREY BOARD MEMBER 5.00 0.00 X 0 0 0 ALEX MARTIN CHAVES BOARD MEMBER 1.00 0.00 X 0 0 0 CAROLINE CHOE BOARD MEMBER 1.00 0.00 X 0 0 0 LISA CLERI REALE BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN DEMOFF BOARD MEMBER 1.00 0.00 X 0 0 0 ELISABETH DICK BOARD MEMBER 1.00 0.00 X 0 0 0 JANA WARING GREER BOARD MEMBER 1.00 0.00 X 0 0 0 SANDRA HRNA BOARD MEMBER 1.00 0.00 X 0 0 0 RON HERRERA EX-OFFICIO 1.00 0.00 X 0 0 0 SACHI HAMAI EX-OFFICIO - PART YEAR 1.00 0.00 X 0 0 0 MARC HICKMAN BOARD MEMBER 1.00 0.00 X 0 0 0 MARK HUTCHINS BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 KEVIN KIM BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN KULICH BOARD MEMBER 1.00 0.00 X 0 0 0 STEWART KWOH BOARD MEMBER 1.00 0.00 X 0 0 0 JANET LAMKIM BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 BRAD LARSEN BOARD MEMBER 1.00 0.00 X 0 0 0 LESLIE LASSITER BOARD MEMBER 1.00 0.00 X 0 0 0 ROBYN LAWHON BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL LAWSON BOARD MEMBER 1.00 0.00 X 0 0 0 MARK LOUCHHEIM BOARD MEMBER 1.00 0.00 X 0 0 0 SEAN MCBURNEY BOARD MEMBER 1.00 0.00 X 0 0 0 JULIE MILLER-PHIPPS BOARD MEMBER 1.00 0.00 X 0 0 0 CAROLINE NAHAS BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 JERRY NEUMAN BOARD MEMBER 1.00 0.00 X 0 0 0 IRENE OH BOARD MEMBER 1.00 0.00 X 0 0 0 LUIS PATINO BOARD MEMBER 1.00 0.00 X 0 0 0 MARK PHAIR BOARD MEMBER 1.00 0.00 X 0 0 0 ERIK ROBINSON BOARD MEMBER 1.00 0.00 X 0 0 0 REGINA ROSSALL BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 MARIA SALINAS BOARD MEMBER 1.00 0.00 X 0 0 0 MARTHA SANTANA-CHIN BOARD MEMBER 1.00 0.00 X 0 0 0 NATALIE SCHILLING BOARD MEMBER 1.00 0.00 X 0 0 0 FERN SHAW BOARD MEMBER 1.00 0.00 X 0 0 0 JADE SHOPP BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL SILACCI BOARD MEMBER 1.00 0.00 X 0 0 0 RENATA SIMRIL BOARD MEMBER 1.00 0.00 X 0 0 0 STEVE TRUTNER BOARD MEMBER 1.00 0.00 X 0 0 0 DOUGLAS TURK BOARD MEMBER- PART YEAR 1.00 0.00 X 0 0 0 MICHELLE WROAN BOARD MEMBER 1.00 0.00 X 0 0 0 ELISE BUIK PRESIDENT & CEO 50.00 0.00 X 451128 0 197846 LINING RECENDEZ VP, FINANCE 50.00 0.00 X 194233 0 49431 TAULENE KAGAN VP, MARKETING & COMMUNICATIONS 50.00 0.00 X 207283 0 50581 OSCAR CRUZ CHIEF OPERATING OFFICER 50.00 0.00 X 204070 0 24458 CHRIS KO MANAGING DIR; VP - IMPACT & STRATEGY (POST 1/2021) 50.00 0.00 X 154716 0 17418 THOMAS NEWMAN SENIOR DIR - IMPACT INITIATIVES 50.00 0.00 X 140114 0 23365 DAVID TRAN DIRECTOR, FINANCE 50.00 0.00 X 140800 0 16047 CHRISTIAN YANCEY DIRECTOR, IMPACT COMM. & EVENTS 50.00 0.00 X 129837 0 11968 CARTER HEWGLEY DIRECTOR, HOMELESSNESS INITIATIVES 50.00 0.00 X 133716 0 6189 BRIAN VASALLO DIRECTOR, DIGITAL MARKETING 50.00 0.00 X 118867 0 17363 1874764 0 414666 14 0 1 0 SWELL CREATIVE GROUP (FUNDED BY GRANT) 304 S BROADWAY LOS ANGELES CA 90013 DIGITAL COMM. & DESIGN 2906859 RALLY CAMPAIGNS 10474 SANTA MONICA BLVD SUITE 405 LOS ANGELES CA 90025 COMMUNICATIONS & EVENTS 773568 VERITIMO 2420 HARLEM BLVD ROCKFORD IL 61103 IT MANAGEMENT 486591 MAL WARWICK ASSOCIATES 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 DIRECT MAIL & DIG. FUND. 295530 GOOD INFLUENCE CONSULTING 612 COLEMAN AVENUE LOS ANGELES CA 90042 RESEARCH, STRATEGIES 186619 12 X 633714 2931840 63414579 380604 66980133 304152 304152 767 767 16218540 16142565 75975 75975 75975 ADMIN FEE AND EXPENSE 900099 1332905 186155 1146750 ALL OTHER REVENUE 900099 68482 68482 1401387 68762414 186155 0 1596126 23798297 23798297 1487081 604852 511842 370387 5959258 3477197 1177341 1304720 1226244 267448 608673 350123 488462 274953 81193 132316 572882 367336 76624 128922 57580 57580 9889 9889 125100 125100 726705 726705 167206 167206 9691 9691 2956639 2709595 143945 103099 514012 188960 65850 259202 273814 145785 76056 51973 737038 340010 232211 164817 857600 408096 283021 166483 14404 6501 4751 3152 59433 44703 9214 5516 9320 4287 3169 1864 377330 173572 128292 75466 124955 57479 42485 24991 107632 49511 36595 21526 MISCELLANEOUS EXPENSES 373555 196982 106382 70191 41034127 33842269 3789904 3401954 38373311 44135929 1390039 57305 11195487 12162511 1326036 987332 128508 213820 3026067 2561549 589474 464518 9932898 31763176 418692 418695 63354445 90203286 4410863 2240605 8192863 9000180 0 0 418692 418695 8919096 2667762 21941514 14327242 X 11843946 42206303 29568985 33669741 41412931 75876044 63354445 90203286 X 27728287 1067964 5666862 X 0 1 X 1 0 X 65244901 45378145 57990208 57856988 66980133 293450375 65244901 45378145 57990208 57856988 66980133 293450375 35714468 257735907 392387 271853 318073 290572 304919 1577804 691258 1017796 1374759 1215232 4299045 299327224 2228382 0.86110 0.81280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 80745 1 80761 1 155395 1 120000 1 320481 1 188982 0 946364 0 SCHEDULE C, PART II-B, LOBBYING ACTIVITIES 1C - THE ORGANIZATION USED PAID MEDIA ON THE INTERNET AS WELL AS IN PRINT AND OUTDOOR ADVERTISING TO BUILD SUPPORT FOR PERMANENT SOLUTIONS TO HOMELESSNESS (AS COMPARED TO TEMPORARY AND SHORT TERM FIXES). THESE PAID ADS DISCUSSED ACTIVE EFFORTS UNDERWAY ACROSS L.A. COUNTY, INCLUDING THE MEASURE J BALLOT MEASURE CAMPAIGN. 1D - THE ORGANIZATION CREATED AND AMPLIFIED DIGITAL TOOLS SUCH AS "CLICK TO EMAIL", WHICH WOULD ALLOW MEMBERS OF THE GENERAL PUBLIC TO SEND SPECIFIC EMAILS RELATED TO POLICY PRIORITIES AND LEGISLATION TO THE APPROPRIATE ELECTED OFFICIALS. THESE ACTIONS RELATE TO HOUSING AND HOMELESSNESS POLICIES AND LEGISLATION, INCLUDING THE MEASURE J BALLOT MEASURE CAMPAIGN. 1E - THE ORGANIZATION CREATED PRINT, VIDEO, AND DIGITAL CONTENT RELATED TO THE HOMELESSNESS AND HOUSING CRISIS IN ORDER TO INSPIRE MEMBERS OF THE PUBLIC TO TAKE ADVOCACY ACTIONS. LOBBYING FOR MORE FUNDING, AND ADVOCATING FOR CHANGES TO HOUSING POLICIES RELATED TO MEASURE J BALLOT MEASURE CAMPAIGN ARE TWO ADVOCACY ACTIONS THAT ARE CRITICAL TO THE MISSION AND VISION OF UNITED WAY L.A. 1F - THE ORGANIZATION PROVIDES GRANTS TO OTHER ORGANIZATIONS IN ORDER TO INCREASE THEIR CAPACITY TO BROADLY ENGAGE IN POLICY WORK. THIS INCLUDES DIRECT SUPPORT TO NON-CANDIDATE BALLOT MEASURE CAMPAIGNS, PUBLIC EDUCATION WORK FOR EXAMPLE, TALKING ABOUT THE CAUSES AND SOLUTIONS TO HOMELESSNESS, AS WELL AS, LOBBYING WORK LIKE ACTIVATING THEIR OWN SUPPORTERS AND MEMBERS TO CONTACT ELECTED OFFICIALS. 1G - STAFF MEMBERS AT UNITED WAY L.A. CREATED COMMUNICATION MATERIALS, BUILT COALITIONS, AND DIRECTED THESE EFFORTS TOWARDS SPECIFIC ELECTED OFFICIALS AND VOTERS IN THE CONTEXT OF MEASURE J, ALL IN PURSUIT OF POLICY CHANGE AND FUNDING INCREASES. 1H - MUCH OF THE ORGANIZATION'S WORK INVOLVES EDUCATING, INSPIRING, AND ORGANIZING MEMBERS OF THE PUBLIC. THE ORGANIZATION HELD 1-2 VIRTUAL EVENTS EVERY MONTH. THESE INCLUDE STORYTELLING EVENTS, WORKSHOPS, AND ADVOCACY OPPORTUNITIES. THESE EVENTS ARE A MIX OF PUBLIC EDUCATION THAT SHARES HUMAN INTEREST STORIES AND HOUSING AND HOMELESSNESS FACTS AND INFORMATION, AS WELL AS, CALLS TO ACTION AROUND SPECIFIC ADVOCACY OPPORTUNITIES. 0 1 X 4046690 1175553 5222243 3961572 85118 4046690 3767654 193918 3961572 3398333 100000 269321 3767654 2955135 443198 3398333 1.00000 0 0 1728117 1299340 428777 1123524 1123524 0 174426 138685 35741 464518 PENSION PLAN LIABILITY 1044899 DEFERRED RENT AND LEASE INCENTIVE 936249 CAPITALIZED LEASE OBLIGATIONS 39994 OTHER POST RETIREMENT PLAN OBLIGATIONS 646620 2667762 X 58554401 1067964 7558 1075522 57478879 11283535 11283535 68762414 29758150 7558 7558 29750592 11283535 11283535 41034127 PART IV, LINE 2B: CUSTODIAN FUNDS ARE HELD BY UNITED WAY ON BEHALF OF OTHER ENTITIES AND ARE DISBURSED ONLY UPON INSTRUCTIONS FROM SUCH ENTITIES. PART V, LINE 4: THE BOARD DESIGNATED ENDOWMENT FUND WAS SET UP TO INVEST FUNDS AND PROVIDE SECURITY TO THE FUTURE OPERATIONS OF UNITED WAY. PART X, LINE 2: UNITED WAY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. UNITED WAY HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. UNITED WAY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. UNITED WAY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4D AND PART XII LINE 4D ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS IN THE AMOUNT OF $11,283,535. X X X X X X 1 MAL WARWICK ASSOCIATES 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 DIRECT MAIL 0 575273 167206 408067 575273 167206 408067 CA SCHEDULE G, PART I, LINE 2B THE FUNDRAISER WAS PAID $167,206 FOR ITS PROFESSIONAL FUNDRAISING SERVICES AND THIS AMOUNT WAS REPORTED IN PART I, LINE 2B. THE FUNDRAISER WAS ALSO PAID $120,631 FOR FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, MAILING LIST AND OTHER REIMBURSABLE EXPENSES. FUNDRAISING EXPENSES WERE SEPARATELY IDENTIFIED ON INVOICES. 1 ALLIANCE FOR A BETTER COMMUNITY 1545 WILSHIRE BOULEVARD SUITE 700 LOS ANGELES CA 90017 311760082 501(C)(3) 45000 EDUCATION AMERICAN RED CROSS 11355 OHIO AVENUE LOS ANGELES CA 90025 530196605 501(C)(3) 50000 ECONOMIC MOBILITY ANTELOPE VALLEY DOMESTIC VIOLENCE PO BOX 2980 LANCASTER CA 93539 953582588 501(C)(3) 81600 HOUSING APLA HEALTH & WELLNESS 611 S KINGSLEY DR LOS ANGELES CA 90005 841661910 501(C)(3) 22222 HOUSING ASCENCIA 1851 TYBURN STREET GLENDALE CA 91204 204233822 501(C)(3) 29222 HOUSING BOYS & GIRLS CLUB OF THE LOS ANGELES HARBOR 1200 S CABRILLO AVENUE SAN PEDRO CA 90731 951661682 501(C)(3) 48300 EDUCATION BOYS AND GIRLS CLUB OF LONG BEACH 3635 LONG BEACH BLVD LOS ANGELES CA 90807 951643977 501(C)(3) 10000 EDUCATION BRILLIANT CORNERS 527 W 7TH ST SUITE 1100 LOS ANGELES CA 90014 562379862 501(C)(3) 100000 HOUSING BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 75000 ECONOMIC MOBILITY CANGRESS DBA LA COMMUNITY ACTION NETWORK 838 E 6TH STREET LOS ANGELES CA 90021 020661629 501(C)(3) 89586 HOUSING CENTER FOR POWERFUL PUBLIC SCHOOLS 350 SOUTH BIXEL STREET SUITE 180 LOS ANGELES CA 90017 260326342 501(C)(3) 45000 EDUCATION CENTRAL CITY COMMUNITY HEALTH CENTER 5970 S CENTRAL AVENUE LOS ANGELES CA 90011 954492570 501(C)(3) 150000 HOUSING CENTRAL NEIGHBORHOOD HEALTH FOUNDATION 2707 SOUTH CENTRAL AVE STE 100 LOS ANGELES CA 90011 752986675 501(C)(3) 150000 HOUSING CHILD DEVELOPMENT INSTITUTE 7260 OWENSMOUTH AVENUE CANOGA PARK CA 91303 954545540 501(C)(3) 13760 HOUSING CITY OF LOS ANGELES 200 N SPRING ST 3RD FLOOR LOS ANGELES CA 90012 501(C)(3) 7500 HOUSING CLIFFORD BEERS HOUSING 11739 VICTORY BLVD NORTH HOLLYWOOD CA 91606 954485263 501(C)(3) 75000 HOUSING COMMUNITIES IN SCHOOLS LA 2000 AVENUE OF STARS SUITE 803 LOS ANGELES CA 90067 260404220 501(C)(3) 35000 EDUCATION COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION 8101 S VERMONT AVENUE LOS ANGELES CA 90044 954298811 501(C)(3) 105214 ECONOMIC MOBILITY COMMUNITY HEALTH ALLIANCE-PASADENA 1855 N FAIR OAKS AVENUE 2ND FLOOR PASADENA CA 91103 954536824 501(C)(3) 30000 HOUSING COMMUNITY PARTNERS 1000 NORTH ALAMEDA ST SUITE 240 LOS ANGELES CA 90012 954302067 501(C)(3) 55523 HOUSING/ECONOMIC MOBILITY CORPORATION FOR SUPPORTIVE HOUSING 61 BROADWAY SUITE 2300 NEW YORK NY 10006 133600232 501(C)(3) 100000 HOUSING COUNTY OF LOS ANGELES 500 WEST TEMPLE STREET LOS ANGELES CA 90012 953510017 501(C)(3) 169500 ECONOMIC MOBILITY DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO STREET LOS ANGELES CA 90013 311597223 501(C)(3) 22222 HOUSING EAST LOS ANGELES COMMUNITY CORPORATION 2917 E 1ST ST SUITE 101 LOS ANGELES CA 90033 954531076 501(C)(3) 218000 ECONOMIC MOBILITY EAST VALLEY COMMUNITY HEALTH CENTER 420 S GLENDORA AVENUE WEST COVINA CA 91790 237068586 501(C)(3) 88000 HOUSING EDUCATORS 4 EXCELLENCE 448 S HILL STREET LOS ANGELES CA 90013 273382030 501(C)(3) 70000 EDUCATION EL CENTRO DE AYUDA 2130 E 1ST STREET SUITE 110 LOS ANGELES CA 90033 954563348 501(C)(3) 75000 ECONOMIC MOBILITY FAMILIES IN SCHOOLS 1545 WILSHIRE BOULEVARD SUITE 700 LOS ANGELES CA 90017 954818894 501(C)(3) 60000 EDUCATION FLYAWAYHOMES 2116 ARLINGTON AVENUE SUITE 100 LOS ANGELES CA 90018 852005653 501(C)(3) 75000 HOUSING GREATER LA FOUNDATION 9300 IMPERIAL HIGHWAY EC106 DOWNEY CA 90242 474426889 501(C)(3) 12500 EDUCATION HARBOR INTERFAITH SERVICES INC 670 W NINTH STREET SAN PEDRO CA 90731 330031099 501(C)(3) 73800 HOUSING HEART OF LOS ANGELES YOUTH 2701 WILSHIRE BOULEVARD STE 100 LOS ANGELES CA 90057 954397418 501(C)(3) 40000 EDUCATION ILLUMINATION FOUNDATION 1091 N BATAVIA ORANGE CA 92867 711047686 501(C)(3) 50000 HOUSING INNERCITY STRUGGLE 124 NORTH TOWNSEND AVENUE LOS ANGELES CA 90063 272133211 501(C)(3) 45000 EDUCATION JWCH INSTITUTE INC 1910 W SUNSET BLVD STE 650 LOS ANGELES CA 90026 952289916 501(C)(3) 191000 HOUSING LA FAMILY HOUSING CORPORATION 7843 LANKERSHIM BOULEVARD NORTH HOLLYWOOD CA 91605 953920560 501(C)(3) 532400 HOUSING LA CENTER FOR COMMUNITY LAW AND ACTION 1137 N WESTMORELAND AVE 16 LOS ANGELES CA 90029 471909862 501(C)(3) 50000 ECONOMIC MOBILITY LABOR COMMUNITY SERVICES 6004 MAYWOOD AVENUE LOS ANGELES CA 90255 954147259 501(C)(3) 359515 ECONOMIC MOBILITY LAGRANT COMMUNICATIONS 600 WILSHIRE BLVD SUITE 1610 LOS ANGELES CA 90071 954298799 501(C)(3) 171000 HOUSING LIFT INC 1910 MAGNOLIA AVENUE LOS ANGELES CA 90007 522168409 501(C)(3) 35000 ECONOMIC MOBILITY LOS ANGELES ALLIANCE FOR A NEW ECONOMY 464 LUCAS AVE SUITE 202 LOS ANGELES CA 90017 954459427 501(C)(3) 50000 ECONOMIC MOBILITY LOS ANGELES CHRISTIAN HEALTH CENTERS 202 W 1ST STREET SUITE 4-0435 LOS ANGELES CA 90012 954315734 501(C)(3) 113222 HOUSING MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND 634 S SPRING ST 11TH FLOOR LOS ANGELES CA 90014 741563270 501(C)(3) 45000 EDUCATION NEW WAY OF LIFE REENTRY PROJECT PO BOX 875288 LOS ANGELES CA 90087 954782503 501(C)(3) 75784 ECONOMIC MOBILITY NPH ACTION FUND 369 PINE ST SUITE 350 SAN FRANCISCO CA 94104 833147694 501(C)(3) 20000 HOUSING PARTNERSHIP FOR LA SCHOOLS 1055 WILSHIRE BLVD STE-1850 LOS ANGELES CA 90017 261759681 501(C)(3) 45000 EDUCATION PATH VENTURES 340 N MADISON AVENUE LOS ANGELES CA 90004 201892523 501(C)(3) 75000 HOUSING PEOPLE ASSISTING THE HOMELESS (PATH) PARTNERS 340 N MADISON AVENUE LOS ANGELES CA 90004 953950196 501(C)(3) 485400 HOUSING POMONA COMMUNITY FOUNDATION 101 WMISSION BLVD SUITE 110-400 POMONA CA 91766 392073462 501(C)(3) 50000 ECONOMIC MOBILITY PROYECTO PASTORAL 135 N MISSION ROAD LOS ANGELES CA 90033 953213958 501(C)(3) 45000 EDUCATION PUBLIC HEALTH FOUNDATION ENTERPRISES DBA HELUNA HEALTH 13300 CROSSROADS PARKWAY NORTH CITY OF INDUSTRY CA 91746 952557063 501(C)(3) 25000 HOUSING PUNK ROCK MARTHAS 5419 HOLLYWOOD BLVD LOS ANGELES CA 90027 471946319 501(C)(3) 205000 HOUSING REIMAGINE LA 1150 S OLIVE ST LOS ANGELES CA 90015 852608482 501(C)(3) 100000 HOUSING SBCC THRIVE LA 540 NORTH MARINE AVENUE WILMINGTON CA 90744 237360521 501(C)(3) 83300 EDUCATION SELAH NEIGHBORHOOD HOMELESS COALITION 2658 GRIFFITH PARK BLVD UNIT 194 LOS ANGELES CA 90039 832538392 501(C)(3) 22222 HOUSING SKID ROW HOUSING TRUST 1317 EAST 7TH STREET LOS ANGELES CA 90021 954205316 501(C)(3) 25000 HOUSING SOCIAL VENTURE PARTNERS 800 WILSHIRE BLVD STE 200 LOS ANGELES CA 90017 510563566 501(C)(3) 75000 HOUSING SOLA I CAN FOUNDATION 918 EAST 60TH STREET LOS ANGELES CA 90001 824698211 501(C)(3) 80000 ECONOMIC MOBILITY SOUTHERN CALIFORNIA GRANTMAKERS 1000 N ALAMEDA STREET SUITE 230 LOS ANGELES CA 90012 952831058 501(C)(3) 51000 HOUSING SOUTHERN CALIFORNIA HEALTH & REHAB 2610 INDUSTRY WAY A LYNWOOD CA 90262 954482413 501(C)(3) 150000 HOUSING SPECIAL SERVICES FOR GROUPS INC 905 EAST 8TH STREET LOS ANGELES CA 90021 951716914 501(C)(3) 746352 HOUSING ST JOHN'S WELL CHILD & FAMILY CENTER 808 W 58TH STREET LOS ANGELES CA 90037 954067758 501(C)(3) 25000 HOUSING ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 953874381 501(C)(3) 94822 HOUSING THE CENTER AT BLESSED SACRAMENT 6636 SELMA AVENUE LOS ANGELES CA 90028 203022534 501(C)(3) 22222 HOUSING THE PEOPLE CONCERN 2116 ARLINGTON AVE STE 100 LOS ANGELES CA 90018 956143865 501(C)(3) 657600 HOUSING UNION STATION HOMELESS SERVICES 825 EAST ORANGE GROVE BLVD PASADENA CA 91104 953958741 501(C)(3) 429000 HOUSING UNITED WAYS OF CALIFORNIA 1107 FAIR OAKS AVENUE 12 SOUTH PASADENA CA 91030 941646369 501(C)(3) 38257 ECONOMIC MOBILITY UNITE-LA INC 350 S BIXEL STREET SUITE 160 LOS ANGELES CA 90017 820576380 501(C)(3) 40000 EDUCATION UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK CAMPUS 3551 TROUSDALE PARKWAY STE 160 LOS ANGELES CA 90089 951642394 501(C)(3) 512500 HOUSING UPWARD BOUND HOUSE 1104 WASHINGTON AVE SANTA MONICA CA 90403 954288926 501(C)(3) 122222 HOUSING URBAN COMMUNITY OUTREACH INC 241 CEDAR AVE LONG BEACH CA 90802 260589430 501(C)(3) 41000 HOUSING VENICE COMMUNITY HOUSING CORPORATION 720 ROSE AVENUE VENICE CA 90291 954200761 501(C)(3) 250000 HOUSING VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 952769432 501(C)(3) 50000 HOUSING YMCA METROPOLITAN LOS ANGELES 625 S NEW HAMPSHIRE AVE LOS ANGELES CA 90005 951644052 501(C)(3) 48300 EDUCATION YWCA OF GREATER LOS ANGELES 1020 S OLIVE STREET 7TH FLOOR LOS ANGELES CA 90015 951652919 501(C)(3) 156417 ECONOMIC MOBILITY 75 0 PART I, LINE 2: UNITED WAY WORKS TO MONITOR ALL INVESTMENTS MADE THROUGH GRANTS IN ALIGNMENT WITH FUNDING USE AND PROJECT DESIGN. ALL GRANTS HAVE DEFINED SCOPES OF WORK, ESTABLISHED IN CONTRACTS, WHICH CLEARLY IDENTIFY ANY REQUIREMENTS FOR REPORTING AND PARTICIPATION IN EVALUATION PROCESSES. REQUIREMENTS ARE DETERMINED BASED ON THE PURPOSE OF THE GRANT, SIZE OF AWARD, PROJECT TIMELINE, AND OTHER FACTORS. WHERE INTERIM AND FINAL REPORTS ARE REQUIRED DATA AND NARRATIVE RESPONSES ARE COLLECTED AND REVIEWED BY STAFF TO UNDERSTAND PROJECT PROGRESS, CHALLENGES, AND IMPACT. WHERE RELEVANT, ORGANIZATIONAL FINANCIAL DOCUMENTATION AND EXPENSE REPORTING IS COLLECTED AND REVIEWED BY STAFF AND CHALLENGES ARE ADDRESSED. X X X X X 0 1 0 0 0 0 0 1 0 ELISE BUIK PRESIDENT & CEO 355571 0 74475 0 21082 0 165993 0 31853 0 648974 0 17733 0 TAULENE KAGAN VP, MARKETING & COMMUNICATIONS 184898 0 20194 0 2191 0 15535 0 35046 0 257864 0 0 0 LINING RECENDEZ VP, FINANCE 177522 0 14895 0 1816 0 23279 0 26152 0 243664 0 0 0 OSCAR CRUZ CHIEF OPERATING OFFICER 191059 0 11378 0 1633 0 7894 0 16564 0 228528 0 0 0 CHRIS KO MANAGING DIR; VP - IMPACT & STRATEGY 136476 0 18000 0 240 0 11222 0 6196 0 172134 0 0 0 THOMAS NEWMAN SENIOR DIR - IMPACT INITIATIVES 121896 0 18000 0 218 0 4671 0 18694 0 163479 0 0 0 DAVID TRAN DIRECTOR, FINANCE 134560 0 6000 0 240 0 4883 0 11164 0 156847 0 0 0 PART I, LINE 4B UNITED WAY OF GREATER LOS ANGELES ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR ITS CURRENT CEO AND PRESIDENT, ELISE BUIK, AFTER SHE WAS HIRED IN 2005. THIS PLAN WAS APPROVED BY THE BOARD IN JULY 2008 AND $25,000 WAS FUNDED TO A RABBI TRUST IN DECEMBER 2008. SUBSEQUENTLY ADDITIONAL AMOUNT WAS FUNDED ANNUALLY BASED ON AN ACTUARIAL CALCULATION FOR EXPECTED PAYMENT OBLIGATIONS. THIS PLAN IS ALSO KNOWN AS A BENEFIT RESTORATION PLAN (BRP) AS THE PURPOSE OF THE PLAN IS INTENDED TO "RESTORE" BENEFITS LOST TO AN EMPLOYEE UNDER A TAX-QUALIFIED DEFINED BENEFIT PLAN (E.G., PENSION PLAN) DUE TO INTERNAL REVENUE CODE LIMITS (E.G., LIMITS ON COVERED COMPENSATION, MAXIMUM BENEFIT). FOR CALENDAR YEAR 2020 (THE YEAR WE ARE REQUIRED TO USE FOR 6/30/2021 FORM 990 REPORTING), THE LIMITS ON COVERED COMPENSATION ARE ANNUAL INCOME OF $285,000. THIS AMOUNT IS ADJUSTED ANNUALLY FOR INFLATION, IT IS $290,000 IN 2021 AND $305,000 IN 2022. IN ACCORDANCE WITH THE PLAN DOCUMENT, MS. BUIK MET A VESTING REQUIREMENT THAT WAS ESTABLISHED AS A RETENTION TOOL THAT WOULD TRIGGER A DISTRIBUTION UPON AGE 55; SHE BECAME 100% VESTED IN JANUARY 2019. CONSEQUENTLY, SHE SHOULD RECEIVE AN ANNUAL DISTRIBUTION FROM THIS BRP PLAN. UNITED WAY OF GREATER LOS ANGELES ENGAGED AN ACTUARY FIRM TO CALCULATE THE DISTRIBUTION AMOUNT. IN AUGUST 2020, $17,733 WAS PAID TO MS. BUIK FOR THE ANNUAL DISTRIBUTION. THIS AMOUNT WAS REPORTED IN HER GROSS WAGES IN FORM 2020 W2, AND IT WAS INCLUDED IN "OTHER REPORTABLE COMPENSATION" COLUMN B (III) ON SCHEDULE J, PART II. THIS ENTIRE AMOUNT WAS ALSO REPORTED AS A DEFERRED COMPENSATION IN FORM 990 FROM PRIOR YEARS AND IT WAS REPORTED IN THIS YEAR'S FORM 990 IN COLUMN F, SCHEDULE J, PART II. THE $75,921 ESTIMATED INCREASE IN THE VALUE OF THE SERP/BRP IS REPORTED AS DEFERRED COMPENSATION IN COLUMN C, SCHEDULE J, PART II. PART I, LINE 7 CERTAIN MEMBERS OF THE EXECUTIVE TEAM MET THE CRITERIA TO RECEIVE BONUSES BASED ON THEIR SCORECARD RESULTS. THE SCORECARD WAS APPROVED BY THE BOARD AT THE BEGINNING OF FISCAL YEAR, AND THE RESULTS WERE APPROVED BY THE BOARD EVERY JULY AFTER THE YEAR END. THESE BONUSES WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). X 32 380604 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B) FORM 990, PART III, LINE 4: STATEMENT OF PURPOSE WHAT WE DO - MOVE OUR MOST VULNERABLE NEIGHBORS OUT OF POVERTY BY: 1. MONITORING DATA 2. INVESTING FUNDS 3. EDUCATING, EMPOWERING, AND ACTIVATING PEOPLE 4. FOCUSING ON SHORT AND LONG-TERM SOLUTIONS, AGGREGATING RESOURCES AND IMPROVING SYSTEMS AND POLICIES 5. MAXIMIZING EFFICIENCIES AND LEVERAGING ALIGNED NETWORKS IN ORDER TO CREATE THE MOST IMPACTFUL RESULTS IN THE AREAS OF HOUSING, EDUCATION AND ECONOMIC MOBILITY. UNITED WAY OF GREATER LOS ANGELES (UWGLA) FOCUSES ON THREE PILLARS THAT ARE CRITICAL TO ADDRESSING POVERTY: HOUSING SOLUTIONS, EDUCATIONAL EQUITY, AND ECONOMIC MOBILITY. THE PRIMARY FOCUS HAS BEEN: 1. INCREASE THE NUMBER OF STUDENTS OF COLOR WHO GRADUATE FROM HIGH SCHOOL PREPARED FOR COLLEGE AND A CAREER. 2. INCREASE TRANSFER AND COMPLETION RATES OF COMMUNITY COLLEGE STUDENTS. 3. PREVENT VULNERABLE FAMILIES AND INDIVIDUALS FROM FALLING INTO HOMELESSNESS. 4. REDUCE STREET AND CHRONIC HOMELESSNESS. 5. EXPAND THE PRODUCTION AND AVAILABILITY OF SUPPORTIVE HOUSING FOR OUR MOST VULNERABLE HOMELESS NEIGHBORS 6. INCREASE THE NUMBER OF VULNERABLE YOUTH AND ADULTS WHO OBTAIN WORKPLACE SKILLS AND ARE CONNECTED TO JOBS. 7. BUILD ECONOMIC EQUITY ACROSS THE REGION BY INCREASING THE ASSETS AND NET WORTH OF LOW-INCOME FAMILIES AND INDIVIDUALS. 8. EXPAND THE CIVIC ENGAGEMENT AND PARTICIPATION OF ALL INDIVIDUALS AND FAMILIES, PARTICULARLY PEOPLE OF COLOR AND YOUTH, TO REDUCE POVERTY AND INEQUITY. THE GLOBAL PANDEMIC CAUSED A SHIFT IN OUR EFFORTS, ENACTING QUICK RESPONSE SOLUTIONS AS THEY RELATE TO OUR THREE PILLARS. IN ADDITION TO THE NEEDS UWGLA HAS BEEN ADDRESSING, WE QUICKLY PIVOTED TO RESPOND BY: 1. MOBILIZING THE REGION TO DONATE AND DIRECT THOSE RESOURCES TO THE VULNERABLE POPULATIONS THAT NEED THEM MOST. PEOPLE ARE READY TO COME TO THE AID OF THE MOST VULNERABLE. WE CHANNEL THOSE EFFORTS TO SUPPORT PEOPLE LIVING OUTSIDE, LOW-WAGE WORKERS AT RISK OF BECOMING HOMELESS, AND LOW-INCOME STUDENTS AND THEIR FAMILIES. 2. PROBLEM-SOLVING THE GAPS IN OUR SYSTEMS. AS OUR PUBLIC AND PRIVATE SECTORS RESPOND, WE PARTNER WITH THEM TO REMOVE OBSTACLES AND BRING ABOUT POLICY CHANGE AND RESOURCES NEEDED TO FILL GAPS. 3. ADVOCATING FOR FEDERAL AND STATE RESOURCES TO GET TO THE MOST VULNERABLE POPULATIONS, MATCHING UP SHORT-TERM AND LONG-TERM NEEDS. UNITED WAY OF GREATER LOS ANGELES HAS ALWAYS BEEN A PLACE WHERE COMMUNITY-BASED ORGANIZATIONS AND ELECTED LEADERS COME TOGETHER TO DO THE MOST GOOD. 4. PROTECTING THE SAFETY AND RIGHTS OF PEOPLE LIVING OUTSIDE. WE ARE WORKING WITH PARTNERS TO BRING EVERYONE IN AS QUICKLY AND SAFELY AS POSSIBLE. FOR THOSE STILL OUTSIDE, WE ARE WORKING TO ENSURE THEIR HEALTH AND SAFETY AS WELL. SCALING SOLUTIONS IMPROVING POLICY AND DRIVING SYSTEMS CHANGE IS A CRITICAL PART OF THE WORK WE DO AT UNITED WAY. IN A REGION AS LARGE, COMPLEX AND FRAGMENTED AS LOS ANGELES COUNTY, SYSTEMS CHANGE IS THE ONLY WAY TO SCALE LONG-TERM SOLUTIONS THAT TRULY BREAK THE CYCLE OF POVERTY. WE ADVOCATE FOR AND INFLUENCE PUBLIC POLICY, DEMANDING SOLUTIONS THAT PROVIDE LASTING CHANGE AND WE MAKE LONG-TERM COMMITMENTS TO IMPLEMENTING THEM. WE ALSO RESEARCH SOCIAL PROBLEMS TO DELIVER DATA AND EVIDENCE-BASED SOLUTIONS THAT DEMONSTRATE REAL OUTCOMES. LEVERAGING PARTNERSHIPS SOLVING COMPLEX PROBLEMS LIKE POVERTY CAN'T BE DONE BY THE POWER OF ONE, ESPECIALLY IN THE WAKE OF THE PANDEMIC IT REQUIRES THE POWER OF MANY. THAT'S WHY WE FOCUS ON BRINGING PEOPLE TOGETHER TO WORK ON OUR REGION'S MOST DIFFICULT ISSUES. WE WORK ALONGSIDE WITH PUBLIC, PRIVATE AND NON-PROFIT SECTORS TO TACKLE THE ROOT CAUSES OF POVERTY, WHICH WERE FURTHER EXACERBATED WHEN BUSINESSES AND SCHOOLS BEGAN TO CLOSE IN MARCH OF 2020. WE BUILD ON PROGRAMS AND STRATEGIES THAT IMPACT AND INFLUENCE A GREATER NUMBER OF NEIGHBORS AND COMMUNITIES, ESPECIALLY THOSE MOST IMPACTED, WORKING TOGETHER TO ADDRESS THE IMMEDIATE NEEDS THAT SURFACED. MAKING COMMUNITY IMPACT THROUGH OUR GRANTS, WE INVEST IN LOCAL NONPROFITS AND PROGRAMS WHICH WILL HAVE THE GREATEST IMPACT IN REACHING OUR GOALS TO END POVERTY, EXPANDING THEIR RESOURCES TO MEET THE NEEDS OF THE MOST VULNERABLE PEOPLE IN OUR COMMUNITIES. WE ANNUALLY INVEST IN 150 HIGH-PERFORMING NONPROFIT PARTNERS ALIGNED WITH THE GOALS IN OUR THREE PILLARS, MUCH OF WHICH SHIFTED TO EXPAND SUPPORT TO NEW NONPROFIT PARTNERS. AS WE LOOK TOWARD AN EQUITABLE RECOVERY, WE WILL INVEST IN CAPACITY BUILDING FOR OUR PARTNERS, PROVIDE GRANTS TO ENSURE TRUSTED COMMUNITY ORGANIZATIONS ARE STABLE, AND PRIORITIZE GRANTMAKING TO ORGANIZATIONS THAT ARE LED BY AND SERVE BLACK, BROWN, AND INDIGENOUS COMMUNITIES. THIS IS A PIVOTAL MOMENT IN LOS ANGELES COUNTY TO RECOVER AND REBUILD, AND WE WANT TO PRIORITIZE OUR MOST VULNERABLE. RATHER THAN MAINTAINING INEFFECTIVE MODELS THAT DEEPEN RACIAL AND ECONOMIC INEQUITIES, WE HAVE AN OPPORTUNITY TO TRANSFORM. WE WANT TO CONTINUE MAKING BOLD INVESTMENTS IN EDUCATION, HOMELESS SERVICES, AND STABILITY FOR OUR WORKING FAMILIES. FORM 990, PART III, LINE 4A: PROGRAM SERVICE ACTIVITY - ENDING HOMELESS THROUGH HOUSING STABILITY GOAL CREATE AND SUSTAIN AN END TO HOMELESSNESS OUR WORK AND RESULTS MORE THAN 66,000 MEN, WOMEN, CHILDREN AND VETERANS DO NOT HAVE A SAFE PLACE TO SLEEP AT NIGHT. UNITED WAY OF GREATER LOS ANGELES WORKS TO ENSURE SAFE, STABLE AND AFFORDABLE NEIGHBORHOODS FOR ANGELENOS TO CALL HOME. UNITED WAY IS TURNING THE LESSONS OF THE PANDEMIC CRISIS INTO BOLD PROGRAMS THAT HELP OUR NEIGHBORS EXPERIENCING HOMELESSNESS AND LIGHT THE PATH OUT OF THE HOUSING CRISIS FOR ALL. KEY EFFORTS INCLUDE A COMPREHENSIVE PLAN TO ADDRESS UNSHELTERED HOMELESSNESS THROUGH THE STREET STRATEGY FOR L.A. COUNTY, IMMEDIATE AND LONG-TERM HEALTHCARE THROUGH THE HEALTH PATHWAYS EXPANSION GRANTS, AND A SPECIAL FOCUS ON ENDING HOMELESSNESS AMONG SENIORS AND OLDER ADULTS. - THE HEALTH PATHWAYS EXPANSION PROVIDED HEALTHCARE SERVICES TO 23 PROJECT ROOMKEY SITES, SERVING OVER 2,864 PATIENTS. - THE PROJECT ALSO SUPPORTED MORE THAN 3,492 CARE CONTACTS THROUGH 16 FEDERALLY QUALIFIED HEALTH CENTER GRANTEES THROUGHOUT THE COUNTY. A SECOND PROJECT IN THIS TIME PERIOD WAS THE ORGANIZATION'S WORK TO SUPPORT THE PASSAGE OF MEASURE J, A LOS ANGELES COUNTY BALLOT MEASURE THAT MANDATES AT LEAST 10% OF THE COUNTY'S ANNUAL UNRESTRICTED REVENUES ARE SPENT ON ALTERNATIVES TO INCARCERATION AND INVESTMENT IN UNDER RESOURCED COMMUNITIES. THE NEXUS BETWEEN OUR WORK TO END HOMELESSNESS AND THIS MEASURE WAS CLEAR - THE REVOLVING DOOR BETWEEN COUNTY JAIL AND SAFETY NETS SYSTEMS AND HOMELESSNESS IS WELL DOCUMENTED. UWGLA HELPED TO LEAD THE LOCAL BALLOT MEASURE ELECTORAL CAMPAIGN AND SPECIFICALLY SUPPORTED WITH FUNDRAISING, COALITION DEVELOPMENT, COMMUNICATIONS TACTICS. HOUSING NOT ONLY ENDS HOMELESSNESS, IT PREVENTS IT. THE LEADING DRIVER OF HOMELESSNESS IS A LACK OF AFFORDABLE HOUSING, AND LA COUNTY LOST NEARLY 200,000 UNITS THAT RENT FOR LESS THAN $1,000 PER MONTH IN THE LAST DECADE. AS A RESULT, NEARLY ONE-THIRD OF LA RENTERS SPEND MORE THAN HALF THEIR INCOME ON HOUSING WITH THIS BURDEN MOST HEAVILY FALLING ON BLACK AND LATINX RESIDENTS: 67% OF BLACK RESIDENTS AND 62% OF LATINX RESIDENTS ARE RENTERS. ACCELERATING PERMANENT SUPPORTIVE HOUSING COMPETITION (APSH) BRINGS BOLD MODELS TO SCALE. IN SPRING 2019, UNITED WAY OF GREATER LOS ANGELES AWARDED $5 MILLION IN GRANTS TO 16 BOLD PROJECTS THROUGH APSH. BY STRATEGICALLY ALIGNING AWARDS BETWEEN BOTH COUNTY AND CITY OF LOS ANGELES EFFORTS, UWGLA WAS ABLE TO MAXIMIZE OUR IMPACT. FIRST, L.A. COUNTY'S HOUSING INNOVATION CHALLENGE BROUGHT NUMEROUS NEW DESIGNS AND CREATIVE CONCEPTS TO LIGHT. APSH HELPED BRIDGE PUBLIC OPPORTUNITIES, SUPPORTING DEVELOPERS IN FURTHERING CREATIVE CONCEPTS. IN TURN, FUNDS HELPED DEVELOP CONCEPTS INTO INCREASINGLY EFFECTIVE AND ACHIEVABLE BUILDING DESIGNS, ALLOWING GRANTEES TO APPLY TO THE CITY OF LOS ANGELES'S HHH HOUSING CHALLENGE FOR CONSTRUCTION FUNDS. STATS: 16 DEVELOPERS RECEIVED AWARDS FOR APSH PROJECTS WITH AN ESTIMATED 1400 SUPPORTIVE TO BE CONSTRUCTED OVER THE NEXT SEVERAL YEARS. FORM 990, PART III, LINE 4B: PROGRAM SERVICE ACTIVITY - HELPING STUDENTS GRADUATE AND PREPARE FOR COLLEGE AND THE WORKFORCE GOAL INCREASE HIGH SCHOOL GRADUATION RATES, ENSURING ALL STUDENTS GRADUATE, PREPARED FOR COLLEGE AND CAREER OUR WORK AND RESULTS THE PANDEMIC EXACERBATED EXISTING CHALLENGES FOR LOW INCOME STUDENTS AND THEIR FAMILIES INCLUDING EDUCATIONAL OPPORTUNITIES. ON AVERAGE, LATINX AND BLACK STUDENTS AT LAUSD WERE LESS ACTIVE IN ONLINE CLASSES WITH 67% OF BLACK AND LATINX MIDDLE SCHOOLERS ACTIVE IN ONLINE SCHOOLING COMPARED TO 88-89% OF THEIR WHITE AND ASIAN PEERS. THE VIRTUAL MODEL ILLUMINATED THE INEQUITIES FACING OUR MOST VULNERABLE STUDENTS, RANGING FROM LACK OF INTERNET, ADEQUATE TECHNOLOGY EQUIPMENT, MANAGING SIBLINGS AND HOUSEHOLDS WHILE PARENTS WERE WORKING AND ISOLATION AND FEAR DUE TO THE PANDEMICS EFFECTS ON THEIR FAMILIES. UWGLA FOCUSED ON SUPPORTING PARTNER ORGANIZATIONS TO MEET THE IMMEDIATE AND LONG TERM NEEDS OF STUDENTS AND PARENTS TO HELP BRIDGE THE DIGITAL DIVIDE WITH LEARNING AND RESOURCES OF SUPPORT THROUGH OUR TRANSFORMED INITIATIVE. TRANSFORMED TESTED A DOZEN INNOVATIVE EDUCATION MODELS CENTERED ON EQUITY TO HELP L.A. STUDENTS, TEACHERS AND PARENTS SURVIVE AND THRIVE THROUGH THE PANDEMIC RESULTING IN DIRECT RELIEF IN MENTAL HEALTH, SELF CARE, FAMILY WELL-BEING AND ACADEMIC SUPPORT. THE PANDEMIC BROUGHT ADDITIONAL CHALLENGES TO THE FAMILY FROM JOB LOSS, TO TEMPORARY DISPLACEMENT, LOSS OF POSSESSIONS AND EVEN THE LOSS OF A FAMILY MEMBER DUE TO COVID-19. GILDA'S FAMILY RECEIVED BOTH EMOTIONAL AND ECONOMIC SUPPORT THROUGH GROCERY GIFT CARDS, ESSENTIAL ITEMS, RENTAL ADVOCACY, MENTAL HEALTH SUPPORT AND MOST IMPORTANTLY A CARING RELATIONSHIP WITH HOLA STAFF. TRANSFORMED TESTED A DOZEN INNOVATIVE EDUCATION MODELS CENTERED ON EQUITY TO HELP L.A. STUDENTS, TEACHERS AND PARENTS SURVIVE AND THRIVE THROUGH THE PANDEMIC. TRANSFORMED HELPED HOLA ESTABLISH ITS FAMILY SERVICES DEPARTMENT THAT RECOGNIZES THAT STUDENTS NEED STABILITY IN ORDER TO HAVE ACADEMIC SUCCESS AND PROVIDED SUPPORT TO HUNDREDS OF FAMILIES LIKE GILDA'S. ADDITIONAL EDUCATION PARTNERS LIKE COMMUNITIES IN SCHOOLS LOS ANGELES ALSO PIVOTED THEIR WORK TO PROVIDE DIRECT RELIEF TO STUDENTS AND THEIR FAMILIES. - OVERALL TRANSFORMED GRANTEES WORKED DIRECTLY WITH OVER 40,000 STUDENTS, FAMILIES, AND TEACHERS TO ADDRESS THE UNIQUE CHALLENGES FACED DURING THE PANDEMIC. - LEARNING PODS PROVIDED MORE THAN 250 WILMINGTON STUDENTS WITH SAFE SPACES TO LEARN WHERE STUDENTS COULD LOG ON TO DO THEIR SCHOOL WORK, GET TUTORING AND HAVE HOT MEALS. FORM 990, PART III, LINE 4C: PROGRAM SERVICE ACTIVITY - ENSURING ECONOMIC MOBILITY THROUGH JOBS AND FINANCIAL COACHING. GOAL BREAK THE CYCLE OF INTERGENERATION POVERTY. OUR WORK AND RESULTS UNITED WAY OF GREATER LOS ANGELES AIMS TO CREATE A MORE INCLUSIVE AND FAIR ECONOMY. THIS INCLUDES EQUAL ACCESS TO FUNDING, OPPORTUNITY TO BE ENTREPRENEURIAL, AND SUPPORTIVE ENTRY INTO CURRENT AND EMERGING INDUSTRIES. IN LA COUNTY, 60% OF BLACK HOUSEHOLDS AND OVER 70% OF LATINX HOUSEHOLDS REPORTED EXPERIENCING "SERIOUS FINANCIAL PROBLEMS" DURING THE PANDEMIC. TO HELP FAMILIES STABILIZE AND BREAK THE CYCLE OF INTERGENERATIONAL POVERTY, UNITED WAY CONTINUES TO PROVIDE DIRECT RELIEF THROUGH RENTAL AND UTILITIES ASSISTANCE TO KEEP PEOPLE IN THEIR HOMES. PROGRAMS LIKE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PUT MONEY BACK IN THE POCKETS OF WORKING FAMILIES BY UNLOCKING TAX CREDITS. LAST YEAR, WE SUPPORTED UNITED WAYS OF CALIFORNIA IN THEIR EFFORTS TO EXPAND THE CALIFORNIA EARNED INCOME TAX CREDIT (CALEITC) AND ENACT THE YOUNG CHILD TAX CREDIT TO HELP CALIFORNIA FAMILIES FINANCIALLY RECOVER FROM THE PANDEMIC. FAMILIES LIKE ANA'S MAY QUALIFY FOR UP TO $10,000 FROM THESE TAX CREDITS. UWGLA PARTNERS WITH TRUSTED, COMMUNITY-BASED ORGANIZATIONS LIKE MAOF AND EL CENTRO DE AYUDA TO HELP INDIVIDUALS AND FAMILIES TO SUBMIT THEIR TAX RETURNS BOTH IN PERSON AND VIRTUALLY. THROUGHOUT THE PAST TWO YEARS, UWGLA HAS TAKEN THIS WORK EVEN FURTHER TO HELP IDENTIFY, TRAIN, AND PROVIDE STIPENDS TO LOS ANGELES CITY COLLEGE STUDENT VOLUNTEERS TO HELP WITH TAX SEASON. THE PROGRAM FOCUSES ON RECRUITING FIRST-GENERATION STUDENTS, DREAMERS, AND MULTILINGUAL VOLUNTEERS TO HELP SERVE DIVERSE POPULATIONS THROUGHOUT THE REGION. STATS: THE EFFORTS OF UWGLA'S VITA VOLUNTEERS HELPED OUR PARTNERS CONNECT MORE FAMILIES WITH TAX PREPARATION SERVICES, A SMALL FRACTION OF THE LARGE IMPACT VITA HAS ON WORKING FAMILIES: - 17 VOLUNTEERS PERFORMED 485 HOURS OF TAX PREP SERVICES IN PARTNERSHIP WITH 7 ORGANIZATIONS. - APPROXIMATELY 970 TAX RETURNS WERE FILED WITH AN AVERAGE RETURN OF $1,842 TO CLIENTS WITH A ROUGHLY $1.78 MILLION IN REFUNDS CLAIMED OVERALL. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 HAS BEEN COMPLETED BY STAFF AND REVIEWED BY PROFESSIONAL TAX PREPARERS, THE DOCUMENT WAS SENT ELECTRONICALLY IN APRIL 2022 TO THE MEMBERS OF THE AUDIT COMMITTEE. THE COMMITTEE MEMBERS REVIEWED THE DOCUMENT AS PART OF A MEETING ON APRIL 14, 2022. THE COMMITTEE THEN REVIEWED AND ACCEPTED THE DOCUMENT. THE FORM 990 WAS THEN SENT ELECTRONICALLY TO EACH BOARD MEMBER. THE FORM 990 IS SCHEDULED TO BE FILED BY MAY 16, 2022. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS AND MEMBERS OF CERTAIN COMMITTEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND A QUESTIONNAIRE THAT ELICITS RESPONSES TO A VARIETY OF QUESTIONS RELATED TO ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST IN THEIR ROLE. THE QUESTIONNAIRES ARE REVIEWED, AND ANY POTENTIAL CONFLICTS ARE DISCUSSED AND FURTHER DOCUMENTED. IN THE VERY LIMITED NUMBER OF CASES WHERE A BOARD MEMBER OF THE FIRMS THAT THEY REPRESENT ARE PAID FOR SERVICES, THE BOARD APPROVES THE POTENTIAL CONFLICT OF INTEREST. IN THE CASES WHERE A BOARD MEMBER HAS A RELATIONSHIP WITH AN ORGANIZATION THAT RECEIVES GRANT FUNDING FROM UNITED WAY, THE BOARD MEMBER RECUSES HERSELF/HIMSELF FROM ANY DISCUSSIONS RELATED TO THE POTENTIAL CONFLICT OF INTEREST. EMPLOYEES RECEIVE AND SIGN THE SAME POLICY AND QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE, OF THE BOARD OF UNITED WAY OF GREATER LOS ANGELES, AIMS TO FULLY DISCLOSE THE COMPENSATION PAID OUT IN AN OPEN AND TRANSPARENT MANNER WHICH IS CONSISTENT WITH BEST PRACTICES AND APPLICABLE REGULATORY REQUIREMENTS, AND ESTABLISHES A "REBUTTABLE PRESUMPTION" OF REASONABLENESS. TO THAT END, THIS REPORT PROVIDES INFORMATION ON UNITED WAY OF GREATER LOS ANGELES' GOVERNANCE AND OVERSIGHT OF EXECUTIVE COMPENSATION AND GENERAL COMPENSATION PHILOSOPHY. GENERAL COMPENSATION PHILOSOPHY THE PRIMARY OBJECTIVE OF UWGLA'S COMPENSATION POLICY IS TO PROVIDE REASONABLE AND COMPETITIVE TOTAL COMPENSATION OPPORTUNITIES TO EXECUTIVES, CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO: - PROVIDE BASE COMPENSATION IN A RANGE BETWEEN 25TH TO 50TH PERCENTILE OF THE LOCAL MARKET, OR NATIONAL MARKET DEPENDING ON THE NATURE AND EXPERIENCE OF THE EXECUTIVE POSITION - PROVIDE TOTAL COMPENSATION POTENTIAL IN A RANGE BETWEEN 25TH TO 75TH PERCENTILE THROUGH ITS VARIABLE PERFORMANCE PAY PLAN, DEPENDING ON THE NATURE AND EXPERIENCE OF THE EXECUTIVE POSITION - BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS - ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES - PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE, INCLUDING BENEFITS - BALANCE THE NEED TO BE COMPETITIVE WITHIN THE LIMITS OF AVAILABLE FINANCIAL RESOURCES - ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE - ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER - ENSURE THAT PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION, IS CONSISTENT, AND FREE OF DISCRIMINATION. IN ORDER TO REINFORCE PAY-FOR-PERFORMANCE AND TO ENSURE A FOCUS ON THE UWGLA MISSION, THE HUMAN RESOURCES COMMITTEE (HR COMMITTEE) BELIEVES A PORTION OF EXECUTIVE COMPENSATION SHOULD BE VARIABLE AND TIED TO PERFORMANCE. AS SUCH, THE HR COMMITTEE HAS INSTITUTED A PERFORMANCE PAY PLAN WHICH PROVIDES THE CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS THE OPPORTUNITY TO EARN PERFORMANCE AWARDS BASED ON SUCCESSFULLY PRODUCING THE RESULTS DETERMINED ANNUALLY IN UWGLA'S PERFORMANCE SCORECARD. THE ANNUAL GOALS WHICH FORM THE SCORECARD ARE TIED DIRECTLY TO OUR MISSION OF CREATING PATHWAYS OUT OF POVERTY AND LONG-TERM ORGANIZATIONAL GOALS. THE HR COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR COMPARABLE POSITIONS AND PERIODICALLY COMMISSIONS AN INDEPENDENT CONSULTING FORM TO REVIEW CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS' COMPENSATION TO ENSURE THE COMPENSATION PROGRAMS AND LEVELS REFLECT THE COMMITTEE'S COMMITMENT TO ALIGN COMPENSATION WITH ORGANIZATION GOALS, OBJECTIVES, AND PERFORMANCE. IN THOSE YEARS WHERE AN INDEPENDENT CONSULTANT IS NOT ENGAGED, THE HUMAN RESOURCES COMMITTEE RELIES ON GENERAL MARKET CONDITIONS TO MAKE ANY CHANGES TO THE EXECUTIVE COMPENSATION PROGRAM. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL AND ADJUSTMENTS TO THIS COMPENSATION AND BENEFITS, INCLUDING INCENTIVE OR PERFORMANCE PAY AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO, OTHER CHIEF OFFICERS OR THE VICE PRESIDENTS. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. WE ALSO MAKE OUR CONFLICT OF INTEREST POLICY AND BYLAWS AVAILABLE UPON REQUEST. FORM 990, PART VIII: UNITED WAY APPLIED FOR AND RECEIVED A PAYCHECK PROTECTION PROGRAM (PPP) LOAN IN THE AMOUNT OF $1,388,700 ON APRIL 30, 2020. THE PPP IS A FEDERAL PROGRAM INITIATED UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITIES ACT AND ADMINISTERED BY THE SMALL BUSINESS ASSOCIATION (SBA) DESIGNED AS A DIRECT INCENTIVE FOR EMPLOYERS WITH FEWER THAN 500 EMPLOYEES TO KEEP THEIR EMPLOYEES ON THE PAYROLL DURING THE COVID-19 PANDEMIC. SBA WILL FORGIVE LOANS IF ALL EMPLOYEE RETENTION CRITERIA ARE MET, AND THE FUNDS ARE USED FOR ELIGIBLE EXPENSES. THE MEASUREMENT PERIOD FOR CALCULATING FORGIVENESS ENDED ON OCTOBER 15, 2020 FOR UNITED WAY. UNITED WAY APPLIED FOR LOAN FORGIVENESS AND RECEIVED A NOTIFICATION LETTER IN JUNE 2020 STATING THAT THE LOAN WAS APPROVED FOR FULL FORGIVENESS BY THE SBA. THEREFORE, THE ENTIRE LOAN AMOUNT OF $1,388,700 WAS RELEASED FROM NOTE PAYABLE AND RECORDED AS GRANT REVENUE IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. THIS AMOUNT WAS ALSO DISCLOSED ON THE STATEMENT OF CASH FLOWS FOR A SIGNIFICANT NONCASH TRANSACTION. THIS AMOUNT IS REPORTED ON THE 2020 FORM PART VIII, LINE 1E. FORM 990, PART XI, LINE 9: CHANGE IN ADDITIONAL PENSION LIABILITY UNITED WAY HAS A DEFINED BENEFIT, NONCONTRIBUTORY PENSION PLAN COVERING SUBSTANTIALLY ALL OF ITS REGULAR EMPLOYEES. ACCOUNTING STANDARDS CODIFICATION TOPIC 715 REQUIRES EMPLOYERS TO RECOGNIZE NON-CASH PERIODIC PENSION EXPENSE, CHANGES IN THE OVERFUNDED STATUS AND ACTUARIAL VALUATION OF THE PLAN IN THE YEAR IN WHICH THE EXPENSE AND CHANGES OCCUR THROUGH CHANGES IN NET ASSETS. THAT AMOUNT WAS $5,666,862 IN THE CURRENT YEAR. COVID-19 DISCLOSURE IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF A NOVEL CORONAVIRUS (COVID-19) AS A PANDEMIC, WHICH CONTINUES TO SPREAD THROUGHOUT THE UNITED STATES. THE SPREAD OF COVID-19 HAS CAUSED SIGNIFICANT VOLATILITY IN THE U.S. AND INTERNATIONAL MARKETS. THERE IS SIGNIFICANT UNCERTAINTY AROUND THE BREADTH AND DURATION OF BUSINESS DISRUPTIONS RELATED TO COVID-19, AS WELL AS ITS IMPACT ON THE U.S. AND INTERNATIONAL ECONOMIES. UNITED WAY CANNOT REASONABLY ESTIMATE THE LENGTH AND SEVERITY OF THIS PANDEMIC, BUT THE ORGANIZATION CURRENTLY ANTICIPATES A DECLINE IN ANNUAL WORKPLACE CAMPAIGN GIVING AND AN INCREASE IN UNCOLLECTIBLE PLEDGES OVER THE NEXT FEW YEARS.