2021-03-18T16:34:00-05:00 2020-06-30 BDO USA LLP 600 ANTON BLVD STE 500 COSTA MESA CA 92626 990 2019-07-01 330047994 ORANGE COUNTY'S UNITED WAY % EMILEE TELLO ORAN 9496607600 18012 MITCHELL SOUTH IRVINE CA 926146008 SUSAN B PARKS PRESIDENT & CEO 9492636153 2020-12-15 true CINDY J JANIKOWSKI P00165179 7149573200 2019 2022-09-23 18:48:47Z X SUSAN B PARKS 18012 MITCHELL SOUTH IRVINE CA 92614 19228401 false X www.unitedwayoc.org X 1940 CA Orange County United Way imrpoves lives by delivering long-term solutions to complex issues in education, financial stability, health, and housing in Orange County. 46 45 61 2463 0 17794071 18539103 0 0 259250 264621 -67090 28083 17986231 18831807 9809387 13864607 0 0 4169353 4472018 0 0 2612707 1775446 1828087 15754186 20164712 2232045 -1332905 27442812 28014932 3450847 4891524 23991965 23123408 X Orange County United Way improves lives by delivering long-term solutions to complex issues in education, financial stability, health, and housing in Orange County. Today's Orange County United Way is committed to leading the fight for equity by removing barriers, closing gaps, and leveling the playing field for everyone who lives here. More than a fundraiser, we're hands-on, delivering more than 50 programs countywide to improve lives in our community. Every day we are doing more for the Education, Health, Housing and Financial Stability of people in Orange County. We are working to ensure our students succeed, our struggling families find financial security, and our homeless neighbors find a place to call home. To learn more or discover how you can help, visit www.unitedwayoc.org. true false 8317409 8317409 SEE SCHEDULE O 2573092 SEE SCHEDULE O 5547198 5547198 SEE SCHEDULE O 16437699 true true false true true false false false true true false false false false true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 69 0 true 61 true false false false false false false false false false false false false false false false X 46 45 false false false false false false false true true false false true true true true true true true true false CA X EMILEE TELLO 9492636153 18012 MITCHELL SOUTH IRVINE CA 92614 SUSAN B PARKS President, CEO 37.5 0.0 X X 371438 0 7690 SANDRA BENSWORTH OUTGOING CRO 37.5 0.0 X 172508 0 2455 CHRIS TICKNOR CHIEF TRANSFORMATION OFFICER 37.5 0.0 X 158856 0 513 EMILEE TELLO CFO 37.5 0.0 X 144663 0 14326 MIKE GREENE VP OPERATIONS 37.5 0.0 X 120640 0 10970 SHAHEEN HUSAIN DIRECTOR OF DONOR RELATIONS 37.5 0.0 X 130660 0 653 LISA LOCKLEAR DIRECTOR 1.0 0.0 X 0 0 0 STEVEN D ALLISON DIRECTOR 1.0 0.0 X 0 0 0 BEN ALVARADO DIRECTOR 1.0 0.0 X 0 0 0 SHERRI BOVINO DIRECTOR 1.0 0.0 X 0 0 0 STEVE CHURM CHAIR, DIRECTOR 1.0 0.0 X X 0 0 0 MICHAEL A JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 JACQUELINE A BRYA KEL DIRECTOR 1.0 0.0 X 0 0 0 IAN LEISEGANG DIRECTOR 1.0 0.0 X 0 0 0 KENNETH F LICKEL DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL M RUANE DIRECTOR 1.0 0.0 X 0 0 0 ERNEST SCHROEDER DIRECTOR 1.0 0.0 X 0 0 0 SUZANNE FRADETTE TREASURER, DIRECTOR 1.0 0.0 X X 0 0 0 ANTONELLA CASTRO DIRECTOR 1.0 0.0 X 0 0 0 TIM S CLYDE SECRETARY, DIRECTOR 1.0 0.0 X X 0 0 0 TAM NGUYEN VICE CHAIR, DIRECTOR 1.0 0.0 X X 0 0 0 NICOLE CARRILLO HALL DIRECTOR 1.0 0.0 X 0 0 0 JOHN VALENTA DIRECTOR 1.0 0.0 X 0 0 0 KEITH KOBATA DIRECTOR 1.0 0.0 X 0 0 0 NANDA KUMAR CHERUVATAT DIRECTOR 1.0 0.0 X 0 0 0 ROBERT LAMBERT DIRECTOR 1.0 0.0 X 0 0 0 JOE NUZZOLESE DIRECTOR 1.0 0.0 X 0 0 0 ADEY NYAMATHI DIRECTOR 1.0 0.0 X 0 0 0 BILL PEDIGO DIRECTOR 1.0 0.0 X 0 0 0 ALLEN STAFF DIRECTOR 1.0 0.0 X 0 0 0 JOHN E STRATMAN JR DIRECTOR 1.0 0.0 X 0 0 0 FRAMROZE VIRJEE DIRECTOR 1.0 0.0 X 0 0 0 PAULA MATTSON DIRECTOR 1.0 0.0 X 0 0 0 JEFF HITTENBERGER DIRECTOR 1.0 0.0 X 0 0 0 JOHN F SIMONIS DIRECTOR 1.0 0.0 X 0 0 0 ASHLEIGH AITKEN DIRECTOR 1.0 0.0 X 0 0 0 GINA CORDERO DIRECTOR 1.0 0.0 X 0 0 0 CHRISTINE A SCHEUNEMA DIRECTOR 1.0 0.0 X 0 0 0 MITCHELL SHENKIN DIRECTOR 1.0 0.0 X 0 0 0 LAWRENCE R ARMSTRONG DIRECTOR 1.0 0.0 X 0 0 0 MARTHA DANIEL DIRECTOR 1.0 0.0 X 0 0 0 DIANE BROOKS DIXON DIRECTOR 1.0 0.0 X 0 0 0 ADRIAN S GRIGGS DIRECTOR 1.0 0.0 X 0 0 0 JAMES J SCHEINKMAN DIRECTOR 1.0 0.0 X 0 0 0 DAVID SCHIEGOLEIT DIRECTOR 1.0 0.0 X 0 0 0 DILANTHI DE ALWIS-MUMM DIRECTOR 1.0 0.0 X 0 0 0 ROBBIN NARIKE PRECIADO DIRECTOR 1.0 0.0 X 0 0 0 VICTORTIA COLLINS DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL FELDMAN DIRECTOR 1.0 0.0 X 0 0 0 DAVID MEULMESTER DIRECTOR 1.0 0.0 X 0 0 0 ETHAN MORGAN DIRECTOR 1.0 0.0 X 0 0 0 1098765 0 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5547199 20164712 FORM 990 SCHEDULE D PART X LINE 2 FIN48(ASC 740) LIABILITY FOR UNCERTAIN TAX POSITIONS THE ORGANIZATION IS EXEMPT FROM INCOME TAXES TO THE EXTENT PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") NO. 740, INCOME TAXES ("ASC 740"), SURROUNDING ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS. ASC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. ASC 740 ALSO PROVIDES GUIDANCE ON ACCOUNTING FOR INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS. THE ORGANIZATION REPORTS INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS WITHIN ORGANIZATION ADMINISTRATION SUPPORT SERVICES IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. FORM 990 SCHEDULE D PART V LINE 4 PURPOSE - ENDOWMENT FUNDS The principle objective of the Endowment Fund is to provide a source of income to help fund the Organization's operational costs, thereby providing some protection against fluctuations in annual campaign revenue and maximizing the amount of resources focused on the community's most critical issues. FORM 990 SCHEDULE D PART XI LINE 4B & PART XII LINE 4B DONOR DESIGNATION AND DONOR DESIGNATION FEES SCH D PART XI LINE 4B and SCH D PART XII LINE 4B TOTAL: 5,547,199 FORM 990 SCHEUDLE D PART XI LINE 2D PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 213,778 WPF Breakfast 418298 418298 50000 12747 0 418298 418298 50000 12747 62747 -62747 true 211 ORANGE COUNTY 1505 E 17th St 108 Santa Ana CA 92705 330063532 501c(3) 44000 Housing/Health ABRAZAR INC 7101 Wyoming Street Westminster CA 92683 330301538 501c(3) 443875 Income ANAHEIM ELEMENTARY SCHOOL DISTRICT 1001 South East Street Anaheim CA 92805 956000119 ORANGE COUNTY 102375 Education ANAHEIM UNION HIGH SCHOOL DISTRICT 501 N CRESCENT WAy Anaheim CA 92801 956000120 ORANGE COUNTY 150605 Education BOYS & GIRLS CLUB OF CENTRAL ORANGE COAST 17701 COWAN STE 110 IRVINE CA 92614 951893417 501c(3) 58750 Education CALIFORNIA STATE UNIVERSITY FULLERTON 800 N State College Fullerton CA 92834 330567945 501c(3) 6000 Income CHILDREN AND FAMILIES COMMISSION 1505 E 17th St 230 Santa Ana CA 92705 475394284 501c(3) 91240 Report COASTLINE COMMUNITY COLLEGECOAST COMMUNITY COLLEG 11460 Warner Ave Fountain Valley CA 92708 956002272 501c(3) 21000 Education COMMUNITY ACTION PARTNERSHIP 11870 Monarch Garden Grove CA 92841 952452787 501c(3) 139800 Health and Human Services FAMILIES FORWARD 8 Thomas Irvine CA 92618 330086043 501c(3) 56500 Income/Housing FRIENDSHIP SHELTER PO Box 4252 Laguna Beach CA 92652 330219404 501c(3) 7500 Health and Human Services GARDEN GROVE UNIFIED SCHOOL DISTRICT 10331 Stanford Ave Garden Grove CA 92840 952378800 ORANGE COUNTY 76806 Education GIRLS INC OF ORANGE COUNTY 1815 Anaheim AVE Costa Mesa CA 92627 951810150 501c(3) 12500 Education GOOD HANDS FOUNDATION 12 Rue Brittany Foothill Ranch CA 92610 471888690 501c(3) 30000 Income HANDS TOGETHER A CENTER FOR CHILDREN 201 Civic Center Dr E Santa Ana CA 92701 330857087 501c(3) 9333 Education HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT 5832 Bolsa Ave Huntington Beach CA 92649 330514550 ORANGE COUNTY 18438 Education ILLUMINATION FOUNDATION 1091 N BATAVIA ST ORANGE CA 92867 711047686 501c(3) 55000 Housing MERCY HOUSE LIVING CENTERS INC PO Box 1905 Santa Ana CA 92702 330315864 501c(3) 168560 HEALTH ONEOC 1901 E 4th St 100 Santa Ana CA 92705 952021700 501c(3) 70000 EDUCATION PATHWAYS OF HOPE POBox 6326 Fullerton CA 92834 330147739 501c(3) 26315 INCOME PROJECT HOPE ALLIANCE 1954 Placentia Ave 202 Costa Mesa CA 92627 753099628 501c(3) 50000 HOUSING SANTA ANA UNIFIED SCHOOL DISTRICT 1601 E Chestnut Ave Santa Ana CA 92701 330383385 ORANGE COUNTY 56650 EDUCATION SECOND HARVEST FOOD BANK 8014 Marine Way Irvine CA 92618 320362611 501c(3) 108800 EDUCATION VITAL LINK 15401 Redhill Ave F Tustin CA 92780 330632256 501c(3) 48416 EDUCATION WHW 2803 MCGAW AVE IRVINE CA 92614 330576900 501c(3) 53263 INCOME WISEPLACE 1411 N Broadway Santa Ana CA 92706 951684796 501c(3) 6000 HEALTH CHARITABLE VENTURES OF ORANGE COUNTY 1505 E 17TH ST 101 SANTA ANA CA 92705 208756660 501c(3) 8000 Education CITY NET 2121 W CRESCENT AVE STE A ANAHEIM CA 92801 571162424 501c(3) 5565 housing COMMUNITY HEALTH INITATIVE OF ORANGE COUNTY 1505 E 17TH ST 121 SANTA ANA CA 92705 472671013 501c(3) 10000 Health and Human Services FACES OF MANKIND 738 N SANTIAGO SANTA ANA CA 92701 811992557 501c(3) 9945 Health and Human Services GIRL SCOUT COUNCIL OF OC 1815 ANAHEIM AVE COSTA MESA CA 92627 952023244 501c(3) 27750 Education HOMEAID AMERICA 24 EXECUTIVE PARK STE 100 IRVINE CA 92614 330673009 501c(3) 7500 Housing LOVE 2 YEU 149 BARRINGTON 126 LOS ANGELES CA 90049 813299203 501c(3) 44978 Disaster relief ORANGE COUNTY DEPARTMENT OF EDUCATION 200 KALMUS DRIVE COSTA MESA CA 92626 956000943 501c(3) 174030 Education PURE GAME 22372 WOODBLUFF RD LAKE FOREST CA 92630 264083785 501c(3) 20000 Health REGENTS OF UC Irvine 4900 BROADWAY STE 1830 IRVINE CA 92697 952226406 501c(3) 8750 Education ROADTRIP NATION 1626 PLACENTIA AVE COSTA MESA CA 92627 263889207 501c(3) 36700 Education SANTA ANA CHAMBER OF COMMERCE 1631 SUNFLOWER AVE C-35 SANA ANA CA 92704 951190030 501c(6) 7885 Business promotion SEGERSTROM CENTER FOR THE ARTS 600 TOWN CENTER DR COSTA MESA CA 92626 237287150 501c(3) 7300 Education SERVING PEOPLE IN NEED (SPIN) 151 KALMUS DR H2 COSTA MESA CA 92626 330329687 501c(3) 50000 Housing UCI FOUNDATION 100 THEORY STE 250 IRVINE CA 92617 952540117 501c(3) 60000 Education VOLUNTEERS OF AMERICA OF LOS ANGELES 3600 WILSHIRE 1500 LOS ANGELES CA 90010 951691330 501c(3) 114365 Health and Human Services WESTMINSTER SCHOOL DISTRICT 14121 CEDARWOOD AVE WESTMINSTER CA 92683 330416845 ORANGE COUNTY 6094 Education CAL STATE FULLERTON PHILANTHROPIC 2600 NUTWOOD STE 850 FULLERTON CA 92831 330567945 501c(3) 57500 EDUCATION 43 1 SCHEDULE I PART I Line 2 GENERAL INFO - GRANTS & ASSISTANCE: Orange County's United Way monitors the use of grant funds by engaging in a formal grant agreement with the agency referencing the funded program and anticipated outcomes. Quarterly reports are required and measured against anticipated outcomes. In addition, updated financial statements and audit reports are required. Any performance problems with the grantee are monitored both by staff and the Community Impact Committee. X true true X X X false false false false false false false false false SUSAN B PARKS President, CEO 311438 0 60000 0 0 0 392 0 7298 0 379128 0 0 0 EMILEE TELLO CFO 144663 0 0 0 0 0 4520 0 9806 0 158989 0 0 0 CHRIS TICKNOR CHIEF TRANSFORMATION OFFICER 158856 0 0 0 0 0 0 0 513 0 159369 0 0 0 SANDRA BENSWORTH OUTGOING CRO 172508 0 0 0 0 0 0 0 2455 0 174963 0 0 0 SCHEDULE J PART I Line 1A COMPENSATION - HEALTH OR SOCIAL CLUB DUES: THE MEMBERSHIP IS USED TO CONDUCT BUSINESS RELATED MEETINGS AND ENGAGEMENTS TO FURTHER ADVANCE THE MISSION OF THE ORGANIZATION. X 20 333847 FMV false true false FORM 990 SCHEDULE M LINE 9(B) THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990 PART I LINE 3 & 4 AND PART VII VOTING MEMBERS OF THE GOVERNING BODY: THE DISCREPANCY BETWEEN THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY AND THE TOTAL MEMBERS LISTED ON PART VII IS DUE TO SOME DIRECTORS BECOMING INACTIVE BEFORE THE END OF THE YEAR. FORM 990 PART III LINE 2 AS THE NATION RESPONDS TO THE COVID-19 PANDEMIC, ORANGE COUNTY UNITED WAY HAS WORKED TO RAISE MUCH-NEEDED DOLLARS FOR A PANDEMIC RELIEF FUND. THE FUND SUPPORTS: LOW-INCOME INDIVIDUALS AND FAMILIES AT IMMINENT RISK OF HOMELESSNESS; THE CURRENT OC POPULATION EXPERIENCING HOMELESSNESS; LOW-INCOME STUDENTS; AND OUR PARTNER NON-PROFITS. FORM 990 PART III LINE 4A EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4A. COMMUNITY IMPACT ALLOCATION POOL Every year we are doing more to ensure our students succeed, our struggling families find financial security, and our homeless neighbors find a place to call home - serving hundreds of thousands of people and delivering 50+ programs in Orange County. Our unique approach comes from an understanding that our community's most critical issues are inter-related, and we must tackle them in an interconnected way to provide long-term solutions that break the cycle. This is why we focus on three initiatives: United for Student Success - we're working to ensure children and youth receive the support they need to strengthen their literacy, stay on track in school, graduate high school on time, pursue college, and find a career. Programs: - Early Literacy programs make books available in communities where access is scarce, and encourages parents and caregivers to read aloud to kids every day to ensure children are reading proficiently by the third grade. - Destination Graduation engages, empowers, and inspires at-risk youth to finish high school on time, and better prepares them for college. - Youth Career Connections, our work-based learning initiative, helps teenagers and young adults gain invaluable career exploration and work experience with leading local employers. - Healthy Schools Initiative is an evidence-based effort that empowers schools to promote student health and wellness through physical activity, nutrition, and community-led advocacy. In turn, these healthy habits benefit the community. United to End Homelessness - with housing initiatives and advocacy, we are giving hope to families and individuals experiencing homelessness, and working to end homelessness in Orange County for good. The goal is to activate immediate and long-term housing-first solutions across our community. Empowered by Orange County United Way, U2EH is a powerful collaboration between the county's top business, philanthropic, governmental, faith-based, and non-profit leaders. Programs: - WelcomeHomeOC (a U2EH initiative program) helps house individuals and families experiencing homelessness in privately-owned apartments. United for Financial Security - we're working towards putting every person, in every community, on a path of financial empowerment through programs that focus on the most essential tools to build financial stability. Programs: - UpSkill OC, our workforce development program, is an innovative, collaborative approach to bridging the skills gap and creating pathways to jobs that pay a living wage. - SparkPoint OC promotes financial empowerment through free one-to-one financial coaching and resources to ensure families break the cycle of poverty. - OC Free Tax Prep helps families keep their hard-earned money by providing free tax preparation services for qualifying families and individuals, and identifying tax credits and refund opportunities that would otherwise go unclaimed. - Healthy Food Provision provides Orange County residents an opportunity to obtain fresh fruits and vegetables through school and community pantries and pop-up farmers' markets. Pandemic Relief Efforts - Orange County United Way also steps up to respond to the immediate needs of our community at times of crisis. With the onset of COVID-19 in 2020, we quickly established our Pandemic Relief Fund to help our community's most vulnerable. - Homelessness Prevention Program supports OC families at risk of homelessness due to a change in income caused by the pandemic. We have provided emergency assistance to 4,000+ households to help with rent, food, utilities, and other basic needs through this program. - Other Relief Efforts during this time has also included supporting the food needs of our community's most vulnerable, distributing thousands of books to children from low-income households, providing face masks and other PPE to frontline workers and students, and more. FORM 990 PART III LINE 4B EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4B. PROGRAM SERVICE EXPENSE PROGRAM SERVICE EXPENSE ALLOCATIONS ARE COMPRISED OF COMMUNITY IMPACT GRANT PROGRAMS AND INITIATIVES THAT FULFILL ORANGE COUNTY UNITED WAY'S MISSION. IN ADDITION TO RUNNING OUR OWN INITIATIVES, THIS INCLUDES PROGRAM MANAGEMENT OF COMMUNITY WIDE COLLABORATIVES. OCUW PROVIDES EVALUATION AND MONITORING OF ALL GRANT PARTNERSHIPS; SUPPORT OF CRITICAL COMMUNITY PARTNERSHIPS; LEADERSHIP AND PARTICIPATION IN COALITIONS AND COMMITTEES; COMMUNITY OUTREACH EFFORTS; CAPACITY TRAINING FOR FUNDED PARTNERS; VOLUNTEER ENGAGEMENT EFFORTS; AND STRATEGIC PARTNERSHIPS WITH LOCAL FUNDER COLLABORATIVES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND HOUSING. FORM 990 PART III LINE 4C EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4C. DONOR DESIGNATED FUNDING THROUGH OCUW'S DONOR DESIGNATED GIVING PROGRAM, DONORS HAVE THE OPTION TO DESIGNATE THEIR GIFT TO THEIR CHARITY(IES) OF CHOICE, HELPING TO FACILITATE PHILANTHROPY TO MEET LOCAL COMMUNITY NEEDS. OCUW STEWARDS THESE INVESTMENTS BY ENSURING DONOR DESIGNATIONS ARE ALLOCATED TO ORGANIZATIONS THAT QUALIFY AS 501(C)(3) TAX DEDUCTIBLE AND PATRIOT ACT COMPLIANT ORGANIZATIONS UNDER CURRENT IRS TAX CODE LAW. FORM 990 PART VI SECTION A LINE 11B GOVERNING BODY & MGMT - REVIEW OF FORM 990: THE CFO WORKED CLOSELY WITH THE INDEPENDENT TAX PREPARER IN THE PREPARATION OF THE ORGANIZATION'S TAX RETURN. THE FINAL PRODUCT WAS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990 PART VI SECTION B LINE 12C POLICIES - MONITOR AND COMPLIANCE ENFORCEMENT: OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. CONFLICT STATEMENTS ARE REVIEWED ANNUALLY AND ANY STATED CONFLICT IS REVIEWED BY THE BOARD DEVELOPMENT COMMITTEE AND BY THE BOARD OF DIRECTORS FORM 990 PART VI SECTION B LINE 15A POLICIES - COMPENSATION: THE EXECUTIVE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT DIRECTORS RESPONSIBLE FOR REVIEW AND APPROVAL OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES. ORANGE COUNTY'S UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE RETENTION OF HIGH CALIBER EXECUTIVES. THE COMMITTEE CONSIDERS NUMEROUS FACTORS INCLUDING OCUW'S MISSION AND GOALS, COMPARABLE COMPENSATION OFFERED IN COMPARABLE MARKETS AND OVERALL PERFORMANCE OF THE CEO AND KEY EMPLOYEES. AS PART OF THE PROCESS THE COMMITTEE REVIEWS A SUMMARY OF SALARY DATA PUBLISHED IN COMPENSATION SURVEYS FROM INDEPENDENT SOURCES INCLUDING UNITED WAY WORLDWIDE AND REGIONAL DATA FROM OTHER NON-PROFITS IN SOUTHERN CALIFORNIA. THE COMMITTEE ALSO REVIEWED THE PERFORMANCE INCENTIVE PROGRAM. THIS PLAN IS DESIGNED TO REWARD PERFORMANCE BASED ON BOTH QUANTIFIABLE AND NON-QUANTIFIABLE SPECIFIC ORGANIZATIONAL DRIVERS. FINALLY, THE COMMITTEE REVIEWED AND DETERMINED OTHER COMPENSATION WHICH INCLUDES HEALTH AND WELFARE BENEFITS AND CONTRIBUTIONS TO A QUALIFIED RETIREMENT PLAN. THE COMMITTEE BELIEVES THE COMPENSATION PROGRAM AND INFORMATION DESCRIBED ABOVE IS IN LINE WITH ORANGE COUNTY UNITED WAY'S MISSION AND GOALS AND ACCURATELY REFLECTS A COMPETITIVE PROGRAM TO ATTRACT AND RETAIN HIGH LEVEL EXECUTIVES. FORM 990 PART VI SECTION C LINE 19 DISCLOSURE - GOVERNING DOCS, CONFLICT OF INTEREST POLICY & FINANCIALS: THE FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND GUIDESTAR. ANY OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART XI LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 213,778