2019-02-12T21:18:46-06:00 2018-06-30 BDO USA LLP 600 ANTON BLVD STE 500 COSTA MESA CA 92626 990 2017-07-01 330047994 ORANGE COUNTY'S UNITED WAY % EMILEE TELLO ORAN 9496607600 18012 MITCHELL AVENUE SOUTH IRVINE CA 926146008 SUSAN B PARKS CEO 9492636153 2018-11-15 true CINDY J JANIKOWSKI P00165179 7149573200 4.16.203.194 33488920190435000001 2019-02-12 P 92AC8C3925916DC25B73001EFA9CEB35E83D579F E5C3C88EAD6BCA107699502BA0E3C62F07ACC671 2017 2019-02-21 02:37:17Z SUSAN B PARKS 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 17061328 false X www.unitedwayoc.org X 1940 CA WE FIGHT FOR THE EDUCATION, HEALTH, HOUSING AND FINANCIAL STABILITY OF EVERY PERSON IN ORANGE COUNTY. 46 45 62 3344 0 0 16382214 15604427 0 0 490274 892187 7359 96692 16879847 16593306 12670526 10741110 0 0 3746866 4000877 0 0 2292351 1529949 1536268 17947341 16278255 -1067494 315051 28612197 27853960 7655940 6302973 20956257 21550987 X TODAY'S ORANGE COUNTY UNITED WAY FIGHTS FOR THE EDUCATION, HEALTH, HOUSING AND FINANCIAL STABILITY OF EVERY PERSON IN ORANGE COUNTY. MORE THAN A FUNDRAISER, WE'RE HANDS-ON, TACKLING THESE INTERCONNECTED ISSUES ALONGSIDE LOCAL BUSINESSES, COMMUNITY ORGANIZATIONS, GOVERNMENTAL AGENCIES AND INDIVIDUALS. FACE 2024, OUR 10-YEAR COMMUNITYWIDE ACTION PLAN, AIMS TO CUT THE HIGH SCHOOL DROPOUT RATE IN HALF, INCREASE HEALTHY YOUTH BY ONE-THIRD, CUT THE PERCENTAGE OF HOMELESS OR UNSTABLY HOUSED CHILDREN AND FAMILIES IN HALF, AND REDUCE FINANCIAL INSTABILITY BY 25%. UNITED4OC, WE'RE MAKING LONG-TERM MEASURABLE DIFFERENCES IN THE LIVES OF CHILDREN AND FAMILIES RIGHT HERE IN ORANGE COUNTY. TO LEARN MORE AND TO JOIN OUR FIGHT, VISIT WWW.UNITEDWAYOC.ORG. WITH YOUR HELP, WE CAN TURN THIS FIGHT INTO A WIN-AND CREATE A BRIGHTER FUTURE FOR EVERY ONE OF US. false false 3990426 3990426 SEE SCHEDULE O 2346494 SEE SCHEDULE O 6750684 6750684 SEE SCHEDULE O 13087604 true true false true true false false false true true false false false true true true false false false false false false false true true false true false true false false false false false false false false true false false false false false false false false true 47 0 true 62 true false false false false false true true 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 AVENUE SOUTH IRVINE CA 92614 BEN ALVARADO DIRECTOR 1.0 0.0 X 0 0 0 SHERRI BOVINO DIRECTOR 1.0 0.0 X 0 0 0 STEVE CHURM VICE CHAIR, DIRECTOR 5.0 0.0 X X 0 0 0 MICHAEL FELDMAN DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL A JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 JACQUELINE A BRYA KELLEY DIRECTOR 1.0 0.0 X 0 0 0 ROBERT E KENT DIRECTOR 1.0 0.0 X 0 0 0 IAN LEISEGANG CHAIR, DIRECTOR 5.0 0.0 X X 0 0 0 KENNETH F LICKEL DIRECTOR 1.0 0.0 X 0 0 0 DAVID MEULMESTER DIRECTOR 1.0 0.0 X 0 0 0 SUSAN B PARKS PRESIDENT, CEO 37.5 0.0 X X 165523 0 2862 SHIRLEY QUACKENBUSH OUTGOING 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 PAULA MATTSON DIRECTOR 1.0 0.0 X 0 0 0 KAREN CONLON DIRECTOR 1.0 0.0 X 0 0 0 SUZANNE FRADETTE TREASURER, DIRECTOR 5.0 0.0 X X 0 0 0 SANDRA HUTCHENS DIRECTOR 1.0 0.0 X 0 0 0 JOHN MCGRATH OUTGOING DIRECTOR 1.0 0.0 X 0 0 0 ANTONELLA CASTRO DIRECTOR 1.0 0.0 X 0 0 0 TAM NGUYEN DIRECTOR 1.0 0.0 X 0 0 0 NICOLE CARRILLO HALL DIRECTOR 1.0 0.0 X 0 0 0 BILL MECKLENBURG OUTGOING DIRECTOR 1.0 0.0 X 0 0 0 SCOTT SAMPLEY DIRECTOR 1.0 0.0 X 0 0 0 CANDICE STACK WHITTEN OUTGOING DIRECTOR 1.0 0.0 X 0 0 0 JOHN VALENTA DIRECTOR 1.0 0.0 X 0 0 0 LAWRENCE R ARMSTRONG DIRECTOR 1.0 0.0 X 0 0 0 VICTORIA COLLINS DIRECTOR 1.0 0.0 X 0 0 0 TOM CUCE DIRECTOR 1.0 0.0 X 0 0 0 MARTHA V 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 JEFF HITTENBERGER DIRECTOR 1.0 0.0 X 0 0 0 JOAN KELLY DIRECTOR 1.0 0.0 X 0 0 0 KEITH KOBATA DIRECTOR 1.0 0.0 X 0 0 0 NANDA KUMAR CHERUVATATH DIRECTOR 1.0 0.0 X 0 0 0 ETHAN MORGAN 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 JAMES SCHEINKMAN DIRECTOR 1.0 0.0 X 0 0 0 DAVID SCHIEGOLEIT DIRECTOR 1.0 0.0 X 0 0 0 JOHN F SIMONIS 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 TIMOTHY S CLYDE SECRETARY 5.0 0.0 X X 0 0 0 SANDRA BENSWORTH INCOMING CRO & OUTGOING CFO 37.5 0.0 X 153530 0 8892 CARLA VARGAS COO 37.5 0.0 X 173285 0 10156 EMILEE TELLO INCOMING CFO 37.5 0.0 X 89271 0 12877 JEFF SWANSON OUTGOING VP INVESTOR RELATIONS 37.5 0.0 X 153180 0 5132 MIKE GREENE VP/IT 37.5 0.0 X 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225729 53950 279679 9842622 6750684 6750684 16593306 9527571 9527571 6750684 6750684 16278255 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, 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: 6,750,684 FORM 990 SCHEUDLE D PART XI LINE 2D PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 53,950 WPF Breakfast 578050 551864 26186 16352 46247 50000 19908 0 578050 551864 26186 16352 46247 50000 19908 132507 -106321 21500 true 0.20000 21500 21500 CA true false true false 0.75000 0.25000 Emilee Tello 18012 Mitchell South Irvine CA 92614 false Emilee Tello 0 Coordinate raffle X true 19350 FORM 990 SCHEDULE C PART III LINE 16 Emilee Tello, CFO, coordinated the raffle held on May 8, 2018 as a gaming manager. She received no compensation for managing the raffle. true 211 ORANGE COUNTY 1505 E 17th ST STE 108 Santa Ana CA 92705 330063532 501c(3) 100000 Housing/Health ABRAZAR INC 7101 Wyoming Street Westminster CA 92683 330301538 501c(3) 428900 Income ACACIA ADULT DAY SERVICES 11391 Acacia Pkwy Garden Grove CA 92840 953509323 501c(3) 10000 Health and Human Svc AGE WELL SENIOR SERVICES 24461 Ridge Rte 220 Laguna Hills CA 92653 931163563 501c(3) 10000 Health and Human Svc ALZHEIMER'S ORANGE COUNTY 2515 McCabe Way Ste 200 Irvine CA 92614 953702013 501c(3) 13000 Health and Human Svc ANAHEIM ELEMENTARY SCHOOL DISTRICT 1001 South East Street Anaheim CA 92805 956000119 ORANGE COUNTY 135000 Education ANAHEIM UNION HIGH SCHOOL DISTRICT PO Box 3520 Anaheim CA 928033520 956000120 ORANGE COUNTY 248383 Education BOYS & GIRLS CLUB OF CENTRAL ORANGE COAST 250 N Golden CIR 104 Santa Ana CA 92705 951893417 501c(3) 186250 Education CAL STATE FULLERTON PHILANTHROPIC FOUNDATION 2600 Nutwood STE 830 Fullerton CA 92831 330567945 501c(3) 80000 Education CASA YOUTH SHELTER 10911 Regan ST Los Alamitos CA 90720 953218061 501c(3) 10000 Health and Human Svc CHILD GUIDANCE CENTER 525 Cabrillo Park 300 Santa Ana CA 92701 952546170 501c(3) 75000 Health and Human Svc CHILDREN AND FAMILIES COMMISSION 1505 E 17th St STe 230 Santa Ana CA 92705 475394284 501c(3) 10000 Report COMMUNITY ACTION PARTNERSHIP 11870 Monarch Garden Grove CA 92841 952452787 501c(3) 140452 Health and Human Svc COMMUNITY PARTNERS 1000 N Alameda 240 Los Angeles CA 90012 954302067 501c(3) 7000 Health and Human Svc COMMUNITY SENIORSERV 1200 N Knollwood CRCL Anaheim CA 92801 952771715 501c(3) 15000 Health and Human Svc WAYMAKERS 1221 E Dyer RD STE 120 Santa Ana CA 92705 953167866 501c(3) 10000 Health and Human SVC FAMILIES FORWARD 8 Thomas Irvine CA 92618 330086043 501c(3) 105000 Income/Housing GARDEN GROVE UNIFIED SCHOOL DISTRICT 10331 Stanford Ave Garden Grove CA 92840 952378800 ORANGE COUNTY 188162 Education GIRLS INC OF ORANGE COUNTY 1815 Anaheim Ave Costa Mesa CA 92627 951810150 501c(3) 73750 Education GOOD HANDS FOUNDATION 12 Rue Brittany Foothill Ranch CA 92610 471888690 501c(3) 12000 Income HANDS TOGETHER A CENTER FOR CHILDREN 201 Civic Center Dr E Santa Ana CA 92701 330857087 501c(3) 9667 Education HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT 5832 Bolsa Ave Huntington Beach CA 92649 330514550 501c(3) 28750 Education ILLUMINATION FOUNDATION 2691 Richter Ave STE 107 Irvine CA 92606 711047686 501c(3) 6250 Housing IRVINE ADULT DAY HEALTH SERVICES 20 Lake Road Irvine CA 92604 330599371 501c(3) 10000 Health and Human Svc LAGUNA BEACH COMMUNITY CLINIC 362 3rd Street Laguna Beach CA 92651 952637633 501c(3) 10000 HEALTH AND HUMAN SVC LATINO HEALTH ACCESS 450 W 4TH ST STE 130 Santa Ana CA 92701 330562943 501c(3) 18750 HEALTH AND HUMAN SVC LESTONNAC FREE CLINIC 1215 E Chapman Orange CA 92866 953499011 501c(3) 65000 HEALTH AND HUMAN SVC MERCY HOUSE LIVING CENTERS INC PO Box 1905 Santa Ana CA 92702 330315864 501c(3) 175000 HOUSING ONEOC 1901 East 4th ST 100 Santa Ana CA 92705 952021700 501c(3) 154424 HEALTH ORANGE COUNTY COMMUNITY FOUNDATION 4041 MacArthur 510 Newport Beach CA 92660 330378778 501c(3) 6000 EDUCATION PROJECT HOPE ALLIANCE 1954 Placentia 202 Costa Mesa CA 92627 753099628 501c(3) 105000 HOUSING PROVIDENCE SPEECH & HEARING CENTER 1301 Providence Ave Orange CA 92868 956154473 501c(3) 50000 EDUCATION SANTA ANA UNIFIED SCHOOL DISTRICT 1601 E Chestnut Ave Santa Ana CA 92701 330383385 ORANGE COUNTY 97000 EDUCATION SECOND HARVEST FOOD BANK 8014 Marine Way Irvine CA 92618 320362611 501c(3) 125000 HEALTH SERVING KIDS HOPE 2100 W Alton Ave 2 Santa Ana CA 92704 471518476 501c(3) 91000 HEALTH SERVING PEOPLE IN NEED (SPIN) 151 Kalmus Drive H2 Costa Mesa CA 92626 330329687 501c(3) 100000 HEALTH SHARE OUR SELVES 20151 SW Birch 250 NEWPORT BEACH CA 92660 953222316 501c(3) 10000 HEALTH WISEPLACE 1411 N Broadway Santa Ana CA 92706 951684796 501c(3) 30000 HOUSING/HEALTH SAGERSTROM CENTER FOR THE ARTS 600 Town Center Drive Costa Mesa CA 92626 237287150 501c(3) 12340 EDUCATION REGENTS OF UCI 120 Theory Irvine CA 92697 952226406 501c(3) 15000 EDUCATION ORANGE COUNTY DEPARTMENT OF EDUCATION 200 Kalmus DR Costa Mesa CA 92626 956000943 ORANGE COUNTY 136027 EDUCATION CAL STATE FULLERTON PHILANTHROPIC 2600 E NUTWOOD 275 Fullerton CA 92831 330567945 501c(3) 80000 Education WESTMINSTER SCHOOL DISTRICT 14121 Cedarwood Ave Westminster CA 92683 330416845 ORANGE COUNTY 8125 Education SERVE THE PEOPLE INC 1206 East 17 St 101 Santa Ana CA 92701 270421556 501c(3) 15000 Health LA HABRA CITY SCHOOL DISTRICT 500 N Walnut Street La Habra CA 90631 956001800 ORANGE COUNTY 61283 Education GIRL SCOUTS OF ORANGE COUNTY 9500 Toledo Way Irvine CA 92618 952023244 501c(3) 15750 Education FAMILY ASSISTANCE MINISTRIES 1030 Calle Negocio San Clemente CA 92673 330864870 501c(3) 13000 Health and Human SVC COMMUNITY HEALTH INITIATIVE OF ORANGE COUNTY 1505 E 17 St STe 121 Santa Ana CA 92705 472671013 501c(3) 17400 Health and Human SVC CHAPMAN UNIVERSITY One University Drive Orange CA 92866 951643992 501c(3) 10000 Education 49 0 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 X false false false false false false false false false SUSAN B PARKS PRESIDENT, CEO 165523 0 0 0 0 0 0 0 2862 0 168385 0 0 0 SANDRA BENSWORTH INCOMING CRO & OUTGOING CFO 153530 0 0 0 0 0 0 0 8892 0 162422 0 0 0 CARLA VARGAS COO 173285 0 0 0 0 0 5245 0 4911 0 183441 0 0 0 MAX GARDNER OUTGOING CEO 153377 0 0 0 0 0 4653 0 3171 0 161201 0 0 0 JEFF SWANSON OUTGOING VP INVESTOR RELATIONS 153180 0 0 0 0 0 0 0 5132 0 158312 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 16 335515 FMV 0 false true false FORM 990 SCHEDULE M LINE 9(B) THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 & B 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 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 III LINE 4A EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4A. COMMUNITY IMPACT ALLOCATION POOL OUR MISSION: WE FIGHT FOR THE EDUCATION, HEALTH, HOUSING AND FINANCIAL STABILITY OF EVERY PERSON IN ORANGE COUNTY. OUR VISION: WE ENVISION A COMMUNITY, WHERE IN THE NEXT 10 YEARS: EVERY ORANGE COUNTY YOUTH WILL RECEIVE A HIGH-QUALITY AND RELEVANT EDUCATION, FAMILIES WILL HAVE THE CAPABILITY TO BECOME FINANCIALLY STABLE, THE NEXT GENERATION IN ORANGE COUNTY WILL BE THE HEALTHIEST IN THE NATION AND HOMELESSNESS FOR CHILDREN AND THEIR FAMILIES HAS COME TO AN END. OCUW IS LEADING AND SUPPORTING PROGRAMMATIC WORK AIMED AT ACHIEVING OUR SPECIFIED OBJECTIVES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND HOUSING, WHICH INCLUDES OVER 60 GRANTS TO 34 NON-PROFIT AGENCIES AND PROVIDERS. WE ARE PROUD TO LEAD INITIATIVES ADDRESSING THE UNMET EDUCATION NEEDS OF OUR YOUTH, FINANCIAL STABILITY SERVICES FOR LOW-INCOME WORKING FAMILIES, THE HOMELESSNESS CRISIS IN OUR COMMUNITY, AND HEALTH ACCESS FOR ALL. THESE INITIATIVES ARE STAFFED AND FUNDED THROUGH OCUW AND CREATE NEW OPPORTUNITIES TO DEVELOP STRATEGIC COLLABORATIONS AND CREATE POWERFUL PARTNERSHIPS TO ADDRESS COMMUNITY NEEDS. OCUWS INITIATIVES INCLUDE: DESTINATION GRADUATION SUPPORTING CRITICAL EDUCATION STRATEGIES IN TARGETED MIDDLE AND HIGH SCHOOLS; THE EARNED INCOME TAX CREDIT CAMPAIGN PROVIDING FREE TAX SERVICES AND ACCESS TO EARNED TAX CREDITS; SPARKPOINT OC AN INNOVATIVE BUNDLED SERVICE MODEL HELPING FAMILIES TO REACH FINANCIAL STABILITY; UPSKILL OC - BRIDGING THE SKILLS GAP FOR LIVABLE WAGE JOBS IN ORANGE COUNTY BY CONNECTING QUALIFIED CANDIDATES TO TRAINING, SUPPORT AND MIDDLE SKILL JOBS; AND PARTICIPATION IN THE COVERED OC COLLABORATIVE TO EXPAND THE INFRASTRUCTURE PROVIDING HEALTH ACCESS FOR ALL ORANGE COUNTY RESIDENTS. THE UNITED TO END HOMELESSNESS INITIATIVE, LED BY OCUW, IS COMPRISED OF ORANGE COUNTYS TOP BUSINESS, PHILANTHROPIC, GOVERNMENTAL, FAITH-BASED, AND NON-PROFIT LEADERS WHO AGREE THAT WE MUST ACT NOW IF WE ARE TO END OUR COMMUNITYS HOMELESS CRISIS. UNITED TO END HOMELESSNESS IS COMMITTED TO REDUCING HOMELESSNESS IN ORANGE COUNTY TO FUNCTIONAL ZERO BY THE YEAR 2024. THAT MEANS THAT THERE WILL BE SERVICES AND HOUSING FOR EVERY INDIVIDUAL WHO NEEDS IT. 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 WAYS 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 OCUWS 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 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 XI LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 53,950