ORANGE COUNTYS UNITED WAY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: ORANGE COUNTYS UNITED WAY (EIN 33-0047994)
Tax period: 2013-07-01 to 2014-06-30
Filed: 2015-03-07
IRS object ID: 201530669349300213
Schema version: 2013v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-03-07T19:40:55-06:00	ReturnTs
Tax Period End	2014-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3200 BRISTOL ST 4TH FLOOR	AddressLine1
City	COSTA MESA	City
State	CA	State
ZIP Code	92626	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330047994	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ORANGE COUNTY'S UNITED WAY	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of	% MAX GARDNER	InCareOfNm
Business Name Control	ORAN	BusinessNameControlTxt
Phone	9496607600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL AVENUE SOUTH	AddressLine1
Address Line2	Suite	AddressLine2
City	IRVINE	City
State	CA	State
ZIP Code	926146008	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Sandra Bensworth	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9492636140	PhoneNum
Signature	2015-03-04	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CINDY J JANIKOWSKI	PreparerPersonNm
PTIN	P00165179	PTIN
Phone	9492636140	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MAX GARDNER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL AVENUE SOUTH	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$18,619,174	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.unitedwayoc.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1940	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	36	VotingMembersGoverningBodyCnt
Voting Members Independent	35	VotingMembersIndependentCnt
Total Employee	55	TotalEmployeeCnt
Total Volunteers	1521	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$17,572,766	PYContributionsGrantsAmt
CY Contributions Grants	$18,007,909	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$137,243	PYInvestmentIncomeAmt
CY Investment Income	$202,496	CYInvestmentIncomeAmt
PY Other Revenue	-$8,844	PYOtherRevenueAmt
CY Other Revenue	-$36,281	CYOtherRevenueAmt
PY Total Revenue	$17,701,165	PYTotalRevenueAmt
CY Total Revenue	$18,174,124	CYTotalRevenueAmt
PY Grants And Similar Paid	$13,691,999	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$14,266,298	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$3,140,821	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$3,345,366	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,824,647	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,197,785	PYOtherExpensesAmt
CY Other Expenses	$1,248,824	CYOtherExpensesAmt
PY Total Expenses	$18,030,605	PYTotalExpensesAmt
CY Total Expenses	$18,860,488	CYTotalExpensesAmt
PY Revenues Less Expenses	-$329,440	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$686,364	CYRevenuesLessExpensesAmt
Total Assets BOY	$27,545,408	TotalAssetsBOYAmt
Total Assets EOY	$26,062,463	TotalAssetsEOYAmt
Total Liabilities BOY	$10,458,897	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$8,806,713	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$17,086,511	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$17,255,750	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. 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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$5,552,045	ExpenseAmt
Grant	$5,552,045	GrantAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,458,744	ExpenseAmt
Desc	SEE SCHEDULE O	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,714,253	ExpenseAmt
Grant	$8,714,253	GrantAmt
Desc	SEE SCHEDULE O	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$15,725,042	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	22	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	55	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed	Yes (true)	Form1098CFiledInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	36	GoverningBodyVotingMembersCnt
Independent Voting Member	35	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MAX GARDNER	PersonNm
Phone	9492636140	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL AVENUE SOUTH	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT E PALMER
VICE CHAIR, DIRECTOR	5.0	Yes (X)	Yes (X)	$0	$0	$0
KNUTE KURTZ
VICE CHAIR, DIRECTOR	5.0	Yes (X)	Yes (X)	$0	$0	$0
LISA LOCKLEAR
TREASURER, DIRECTOR	5.0	Yes (X)	Yes (X)	$0	$0	$0
JEROME P THODE
SECRETARY, DIRECTOR - outgoing	5.0	Yes (X)	Yes (X)	$0	$0	$0
STEVEN D ALLISON
CHAIR, DIRECTOR	5.0	Yes (X)	Yes (X)	$0	$0	$0
MAX GARDNER
CEO, President	37.5	Yes (X)	Yes (X)	$237,529	$0	$21,247
MICHAEL A JOHNSTON
SECRETARY, DIRECTOR - INCOMING	5.0	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM CAVE
DIRECTOR	1.0	Yes (X)		$0	$0	$0
STEVE CHURM
DIRECTOR	1.0	Yes (X)		$0	$0	$0
TERRY FEIT
DIRECTOR	1.0	Yes (X)		$0	$0	$0
MICHAEL FELDMAN
DIRECTOR	1.0	Yes (X)		$0	$0	$0
REGGIE GILYARD
DIRECTOR	1.0	Yes (X)		$0	$0	$0
SHERRI BOVINO
DIRECTOR	1.0	Yes (X)		$0	$0	$0
JACQUELINE A BRYA KELLEY
DIRECTOR	1.0	Yes (X)		$0	$0	$0
ROBERT E KENT
DIRECTOR	1.0	Yes (X)		$0	$0	$0
IAN LEISEGANG
DIRECTOR	1.0	Yes (X)		$0	$0	$0
KENNETH F LICKEL
DIRECTOR	1.0	Yes (X)		$0	$0	$0
GREGG MARTIN
DIRECTOR	1.0	Yes (X)		$0	$0	$0
HENRY MENDOZA
DIRECTOR	1.0	Yes (X)		$0	$0	$0
DAVID MEULMESTER
DIRECTOR	1.0	Yes (X)		$0	$0	$0
NANCY B MEYER
DIRECTOR	1.0	Yes (X)		$0	$0	$0
AL MILJARES
DIRECTOR	1.0	Yes (X)		$0	$0	$0
TRINA NORMAN
DIRECTOR	1.0	Yes (X)		$0	$0	$0
SUSAN B PARKS
DIRECTOR	1.0	Yes (X)		$0	$0	$0
SHIRLEY QUACKENBUSH
DIRECTOR	1.0	Yes (X)		$0	$0	$0
EDWARD CHANDLER RICHARDS
DIRECTOR	1.0	Yes (X)		$0	$0	$0
MICHAEL M RUANE
DIRECTOR	1.0	Yes (X)		$0	$0	$0
MICHAEL P RUSSELL
DIRECTOR	1.0	Yes (X)		$0	$0	$0
MIKE SALMON
DIRECTOR	1.0	Yes (X)		$0	$0	$0
ERNEST SCHROEDER
DIRECTOR	1.0	Yes (X)		$0	$0	$0
NELLA WEBSTER O'GRADY CFP
DIRECTOR	1.0	Yes (X)		$0	$0	$0
JAMES W WILSON
DIRECTOR	1.0	Yes (X)		$0	$0	$0
BEN ALVARADO
DIRECTOR	1.0	Yes (X)		$0	$0	$0
PAULA CAMPELL
DIRECTOR	1.0	Yes (X)		$0	$0	$0
KAREN CONLON
DIRECTOR	1.0	Yes (X)		$0	$0	$0
SUZANNE FRADETTE
DIRECTOR	1.0	Yes (X)		$0	$0	$0
MILDRED GARCIA
DIRECTOR	1.0	Yes (X)		$0	$0	$0
JOSEPH HENSLEY
DIRECTOR	1.0	Yes (X)		$0	$0	$0
SANDRA HUTCHENS
DIRECTOR	1.0	Yes (X)		$0	$0	$0
HECTOR INFANTE
DIRECTOR	1.0	Yes (X)		$0	$0	$0
JOHN MCGRATH
DIRECTOR	1.0	Yes (X)		$0	$0	$0
DONNY PEARL
DIRECTOR	1.0	Yes (X)		$0	$0	$0
MICHAEL RAY
DIRECTOR	1.0	Yes (X)		$0	$0	$0
TARYN VIDOVICH
CFO-Outgoing	37.5		Yes (X)	$145,125	$0	$9,758
SANDRA BENSWORTH
CFO-Incoming	37.5		Yes (X)	$0	$0	$0
CARLA VARGAS
SVP/COMMUNITY IMPACT	37.5			$170,007	$0	$9,946	Yes (X)
MIKE GREENE
VP/IT	37.5			$109,897	$0	$7,080		Yes (X)
BRIE GRISET SMITH
VP/DEVELOPMENT	37.5			$132,508	$0	$8,821		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$795,066	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$56,852	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	5	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$414,203	FundraisingAmt
All Other Contributions	$17,593,706	AllOtherContributionsAmt
Noncash Contributions	$286,325	NoncashContributionsAmt
Total Contributions	$18,007,909	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$202,496	TotalRevenueColumnAmt
Exclusion	$202,496	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$283,125	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$283,125	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$99,400	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$414,203	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$161,925	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$62,525	TotalRevenueColumnAmt
Exclusion	-$62,525	ExclusionAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	SHARED FACILITY REVENUE	Desc
Business	531120	BusinessCd
Total Revenue Column	$26,244	TotalRevenueColumnAmt
Exclusion	$26,244	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$26,244	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,174,124	TotalRevenueColumnAmt
Exclusion	$166,215	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$14,266,298	TotalAmt
Program Services	$14,266,298	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$579,837	TotalAmt
Program Services	$337,621	ProgramServicesAmt
Management And General	$155,011	ManagementAndGeneralAmt
Fundraising	$87,205	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,382,372	TotalAmt
Program Services	$802,583	ProgramServicesAmt
Management And General	$572,986	ManagementAndGeneralAmt
Fundraising	$1,006,803	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$30,012	TotalAmt
Management And General	$20,359	ManagementAndGeneralAmt
Fundraising	$9,653	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$143,450	TotalAmt
Program Services	$12,516	ProgramServicesAmt
Management And General	$59,299	ManagementAndGeneralAmt
Fundraising	$71,635	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$209,695	TotalAmt
Program Services	$51,969	ProgramServicesAmt
Management And General	$71,555	ManagementAndGeneralAmt
Fundraising	$86,171	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$64,241	TotalAmt
Management And General	$64,241	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$8,612	TotalAmt
Management And General	$8,612	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$85,930	TotalAmt
Program Services	$12,001	ProgramServicesAmt
Management And General	$36,687	ManagementAndGeneralAmt
Fundraising	$37,242	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$282,315	TotalAmt
Program Services	$21,463	ProgramServicesAmt
Management And General	$2,428	ManagementAndGeneralAmt
Fundraising	$258,424	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$99,809	TotalAmt
Program Services	$19,210	ProgramServicesAmt
Management And General	$40,089	ManagementAndGeneralAmt
Fundraising	$40,510	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$121,270	TotalAmt
Program Services	$25,793	ProgramServicesAmt
Management And General	$60,371	ManagementAndGeneralAmt
Fundraising	$35,106	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$65,828	TotalAmt
Program Services	$13,166	ProgramServicesAmt
Management And General	$26,331	ManagementAndGeneralAmt
Fundraising	$26,331	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,221	TotalAmt
Program Services	$2,360	ProgramServicesAmt
Management And General	$834	ManagementAndGeneralAmt
Fundraising	$9,027	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$50,746	TotalAmt
Program Services	$17,319	ProgramServicesAmt
Management And General	$23,968	ManagementAndGeneralAmt
Fundraising	$9,459	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$195,859	TotalAmt
Program Services	$96,385	ProgramServicesAmt
Management And General	$48,464	ManagementAndGeneralAmt
Fundraising	$51,010	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$199,382	TotalAmt
Program Services	$39,876	ProgramServicesAmt
Management And General	$79,753	ManagementAndGeneralAmt
Fundraising	$79,753	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$49,145	TotalAmt
Program Services	$6,482	ProgramServicesAmt
Management And General	$29,700	ManagementAndGeneralAmt
Fundraising	$12,963	FundraisingAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	OTHER EXPENSES	Desc
Total	$13,466	TotalAmt
Management And General	$10,111	ManagementAndGeneralAmt
Fundraising	$3,355	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,860,488	TotalAmt
Program Services	$15,725,042	ProgramServicesAmt
Management And General	$1,310,799	ManagementAndGeneralAmt
Fundraising	$1,824,647	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$5,212,050	BOYAmt
EOY	$4,581,645	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,206,539	BOYAmt
EOY	$2,228,681	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,055,003	BOYAmt
EOY	$10,121,559	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,032	BOYAmt
EOY	$23,000	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$99,943	BOYAmt
EOY	$72,012	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$5,307,363	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$3,978,756	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,359,076	BOYAmt
EOY	$1,328,607	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$6,188,084	BOYAmt
EOY	$7,221,733	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$420,681	BOYAmt
EOY	$485,226	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$27,545,408	BOYAmt
EOY	$26,062,463	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$323,051	BOYAmt
EOY	$488,951	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$10,135,846	BOYAmt
EOY	$8,317,762	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$10,458,897	BOYAmt
EOY	$8,806,713	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,664,463	BOYAmt
EOY	$11,219,659	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,422,048	BOYAmt
EOY	$6,036,091	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,086,511	BOYAmt
EOY	$17,255,750	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$27,545,408	BOYAmt
EOY	$26,062,463	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$686,364	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$603,074	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$252,529	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,499,561	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,842,124	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,592,605	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,572,766	CurrentTaxYearMinus1YearAmt
Current Tax Year	$18,007,909	CurrentTaxYearAmt
Total	$97,514,965	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,499,561	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,842,124	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,592,605	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$17,572,766	CurrentTaxYearMinus1YearAmt
Current Tax Year	$18,007,909	CurrentTaxYearAmt
Total	$97,514,965	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$9,222,513	SubstantialContributorsTotAmt
Public Support Total170	$88,292,452	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$72,426	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$105,527	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$122,940	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$137,243	CurrentTaxYearMinus1YearAmt
Current Tax Year	$202,496	CurrentTaxYearAmt
Total	$640,632	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$23,413	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,875	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$34,792	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$29,429	CurrentTaxYearMinus1YearAmt
Current Tax Year	$26,244	CurrentTaxYearAmt
Total	$151,753	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$98,307,350	TotalSupportAmt
Public Support CY170	0.89813	PublicSupportCY170Pct
Public Support PY170	0.90295	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$18,860,488	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$18,860,488	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus2	$0	CurrentYearMinus2Amt
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$0	CurrentYearMinus3Amt
Current Year Minus2	$0	CurrentYearMinus2Amt
Current Year Minus1	$0	CurrentYearMinus1Amt
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Form 990 PART IV LINE 4	FormAndLineReferenceDesc
Explanation	LOBBYING ACTIVITIES: THE ORGANIZATION DID NOT HAVE ANY LOBBYING ACTIVITIES FOR THE YEAR; HOWEVER, FORM 5768, ELECTION/REVOCATION OF ELECTION BY AN ELIGIBLE SECTION 501(C)(3) ORGANIZATION TO MAKE EXPENDITURES TO INFLUENCE LEGISLATION, WAS FILED WITH THE IRS FOR TAX YEAR 2007.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	76	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$5,278,531	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$5,308,351	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$1,153,200	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Agent Trustee Etc	false	AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,785,172	BeginningYearBalanceAmt
Contributions	$485,512	ContributionsAmt
Investment Earnings Or Losses	$530,040	InvestmentEarningsOrLossesAmt
End Year Balance	$4,800,724	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,031,766	BeginningYearBalanceAmt
Contributions	$426,031	ContributionsAmt
Investment Earnings Or Losses	$327,375	InvestmentEarningsOrLossesAmt
End Year Balance	$3,785,172	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,361,647	BeginningYearBalanceAmt
Contributions	$624,473	ContributionsAmt
Investment Earnings Or Losses	$45,646	InvestmentEarningsOrLossesAmt
End Year Balance	$3,031,766	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,216,304	BeginningYearBalanceAmt
Contributions	$836,197	ContributionsAmt
Investment Earnings Or Losses	$309,146	InvestmentEarningsOrLossesAmt
End Year Balance	$2,361,647	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,001,769	BeginningYearBalanceAmt
Contributions	$104,999	ContributionsAmt
Investment Earnings Or Losses	$109,536	InvestmentEarningsOrLossesAmt
End Year Balance	$1,216,304	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$722,039	OtherCostOrOtherBasisAmt
Book Value	$722,039	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,089,639	OtherCostOrOtherBasisAmt
Depreciation	$1,880,674	DepreciationAmt
Book Value	$208,965	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,317,211	OtherCostOrOtherBasisAmt
Depreciation	$1,122,729	DepreciationAmt
Book Value	$194,482	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,178,474	OtherCostOrOtherBasisAmt
Depreciation	$975,353	DepreciationAmt
Book Value	$203,121	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$1,328,607	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$10,315,474	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$603,074	NetUnrealizedGainsInvstAmt
Other Revenue	$252,529	OtherRevenueAmt
Revenue Not Reported	$855,603	RevenueNotReportedAmt
Revenue Subtotal	$9,459,871	RevenueSubtotalAmt
Other Revenues Not Included	$8,714,253	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$8,714,253	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$18,174,124	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$10,146,235	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$10,146,235	ExpensesSubtotalAmt
Other Expenses Not Included	$8,714,253	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$8,714,253	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$18,860,488	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 PART IV, 11F	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 WILL REPORT INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS AS ADMINISTRATION SUPPORT SERVICES. THE ORGANIZATION RECORDED NO IMPACT UNDER ASC 740 DURING THE CURRENT YEAR.
SCHEDULE D, PART V, Q4	PURPOSE - ENDOWMENT FUNDS: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO SUSTAIN THE MISSION OF ORANGE COUNTY'S UNITED WAY AS A VITAL COMMUNITY RESOURCE NOW AND INTO THE FUTURE. THE PRINCIPAL OBJECTIVE IS TO PROVIDE A SOURCE OF INCOME TO FUND OPERATIONAL COSTS.
DONOR DESIGNATION AND DONOR DESIGNATION FEES	SCH D, PART XI, LINE 4B and SCH D, PART XII, LINE 4B TOTAL: 8,714,253
PRIOR-YEAR PLEDGE LOSS ADJUSTMENT	SCH D, PART XI, LINE 2D TOTAL: 252,529

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Name Of Event1	WPF Breakfast	NameOfEvent1Amt
Gross Receipts Event1	$273,183	GrossReceiptsEvent1Amt
Charitable Contri Event1	$250,783	CharitableContriEvent1Amt
Gross Revenue Event1	$22,400	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$2,700	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$39,996	FoodAndBeverageEvent1Amt
Entertainment Event1	$5,758	EntertainmentEvent1Amt
Other Direct Expenses Event1	$14,071	OtherDirectExpensesEvent1Amt
Name Of Event2	WALK United	NameOfEvent2Amt
Gross Receipts Event2	$240,420	GrossReceiptsEvent2Amt
Charitable Contri Event2	$163,420	CharitableContriEvent2Amt
Gross Revenue Event2	$77,000	GrossRevenueEvent2Amt
Cash Prizes Event2	$335	CashPrizesEvent2Amt
Entertainment Event2	$37,961	EntertainmentEvent2Amt
Other Direct Expenses Event2	$61,104	OtherDirectExpensesEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$513,603	GrossReceiptsTotalAmt
Charitable Contributions Tot	$414,203	CharitableContributionsTotAmt
Gross Revenue Total Events	$99,400	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$335	CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$2,700	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$39,996	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$43,719	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$75,175	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$161,925	DirectExpenseSummaryEventsAmt
Net Income Summary	-$62,525	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (121 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
2-1-1 OC
18012 MITCHELL AVENUE SOUTH	IRVINE	CA	92614	330063532	501(c)(3)	$250,000	INFORMATION REFERRAL
ABRAZAR INC
7101 WYOMING STREET	WESTMINSTER	CA	92683	330301538	501(c)(3)	$114,783	HEALTH/INCOME
ACACIA ADULT DAY SERVICES
11391 ACACIA PARKWAY	GARDEN GROVE	CA	92840	953509323	501(c)(3)	$19,500	HEALTH- ADULT DAY SERVICES
ACCESS OC SOUTHERN CALIFORNIA
1901 E 4TH STREET STE 100	SANTA ANA	CA	92705	952021700	501(c)(3)	$31,875	HEALTH- OUTPATIENT SURGERY
AGE WELL SENIOR SERVICES INC
24300 EL TORO ROAD BLDG A STE 20	LAGUNA WOODS	CA	92637	931163563	501(c)(3)	$31,875	HEALTH- MEALS AND CASE MANAGEMENT
AIDS SERVICES FOUNDATION ORANGE COUNTY
17982 SKY PARK CIRCLE STE J	IRVINE	CA	92614	330126481	501(c)(3)	$28,125	HEALTH- NUTRITION SERVICES
ALZHEIMER'S FAMILY SERVICES CENTER (AFSC)
9451 INDIANAPOLIS AVENUE	HUNTINGTON BEACH	CA	92646	953463975	501(c)(3)	$12,500	HEALTH SERVICES
ANAHEIM COMMUNITY FOUNDATION
200 S ANAHEIM BLVD STE 433	ANAHEIM	CA	92805	330033023	501(c)(3)	$8,000	INCOME- EITC
ANAHEIM UNION SCHOOL DISTRICT
501 N CRESCENT WAY	ANAHEIM	CA	92801	330735418	501(c)(4)	$52,100	EDUCATION - GRADUATION
ANGELS BASEBALL FOUNDATION
2000 GENE AUTRY WAY	ANAHEIM	CA	92806	200713975	501(c)(3)	$37,174	HEALTH
BOYS & GIRLS CLUB OF CAPISTRANO VALLEY
1 VIA POSITIVA	SAN JUAN CAPISTRANO	CA	92675	330529575	501(c)(3)	$6,500	EDUCATION- GANG PREVENTION
BOYS & GIRLS CLUB OF LAGUNA BEACH
1085 LAGUNA CANYON ROAD	LAGUNA BEACH	CA	92561	951878822	501(c)(3)	$10,000	EDUCATION- PRESCHOOL
BOYS & GIRLS CLUB OF WESTMINSTER
14400 CHESTNUT STREET	WESTMINSTER	CA	92683	952919799	501(c)(3)	$22,500	EDUCATION- GANG PREVENTION
BOYS & GIRLS CLUBS OF GARDEN GROVE
10540 CHAPMAN AVENUE	GARDEN GROVE	CA	92840	956112702	501(c)(3)	$42,375	HEALTH/EDUCATION
BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY
16582 BROOKHURST STREET	FOUNTAIN VALLEY	CA	92708	956192466	501(c)(3)	$20,000	EDUCATION
BREAKTHROUGH SAN JUAN CAPISTRANO
31641 LA NOVIA	SAN JUAN CAPISTRANO	CA	92675	953408913	501(c)(3)	$12,500	EDUCATION- YOUTH
CAL STATE UNIVERSITY FULLERTON
2600 NUTWOOD AVE STE 850	FULLERTON	CA	92831	330567945	501(c)(3)	$17,200	INCOME- EITC
CAMBODIAN FAMILY
1626 E FOURTH ST	SANTA ANA	CA	92701	953854831	501(c)(3)	$22,500	EDUCATION- YOUTH
CAMINO HEALTH CENTER
30300 CAMINO CAPISTRANO	SAN JUAN CAPISTRANO	CA	92675	330574214	501(c)(3)	$31,875	HEALTH- DIABETES CARE
CASA TERESA
PO BOX 429	ORANGE	CA	92856	953251986	501(c)(3)	$15,000	HEALTH- SHELTER
CASA YOUTH SHELTER
10911 REAGAN ST	LOS ALAMITOS	CA	90720	953218061	501(c)(3)	$33,025	HEALTH- SHELTER
CHILD GUIDANCE CENTER INC
525 CABRILLO PARK DRIVE STE 300	SANTA ANA	CA	92701	952546170	501(c)(3)	$31,875	HEALTH- CHILD ABUSE TREATMENT
COLETTE'S CHILDREN'S HOME
17301 BEACH BLVD SUITE 23	HUNTINGTON BEACH	CA	92647	911939140	501(c)(3)	$44,075	HEALTH/INCOME
COMMUNITY ACTION PARTNERSHIP OF OC
11870 MONARCH STREET	GARDEN GROVE	CA	92841	952452787	501(c)(3)	$188,375	HEALTH/INCOME
COMMUNITY SENIORSERV INC
1200 N KNOLLWOOD CIRCLE	ANAHEIM	CA	92801	952771715	501(c)(3)	$31,875	HEALTH- MEALS ON WHEELS
COMMUNITY SERVICE PROGRAMS INC
1221 E DYER RD STE 120	SANTA ANA	CA	92705	953167866	501(c)(3)	$33,025	HEALTH- YOUTH SHELTER
CONSUMER CREDIT COUNSELING SERVICE OF OC
1920 OLD TUSTIN AVENUE	SANTA ANA	CA	92705	952426981	501(c)(3)	$30,000	INCOME- EITC
DAYLE MCINTOSH CENTER FOR THE DISABLED
13272 GARDEN GROVE BLVD	GARDEN GROVE	CA	92843	953313707	501(c)(3)	$19,400	HEALTH- HOMELESS PREVENTION
DELHI COMMUNITY CENTER
505 EAST CENTRAL AVENUE	SANTA ANA	CA	92707	952620952	501(c)(3)	$106,842	INCOME - FINANCIAL STABILITY
EARLY LITERACY PROGRAM
1971 E FOURTH ST SUITE 130	SANTA ANA	CA	92705	952557063	501(c)(3)	$17,500	EDUCATION- RAISING A READER
EL SOL SCIENCE AND ARTS ACADEMY
1010 N BROADWAY	SANTA ANA	CA	92701	330960964	501(c)(3)	$22,500	YOUTH EDUCATION
FAMILIES FORWARD
9221 IRVINE BLVD	IRVINE	CA	92618	330086043	501(c)(3)	$238,425	HEALTH- TRANSITIONAL HOUSING
FAMILY ASSISTANCE MINISTRIES
PO BOX 73064	SAN CLEMENTE	CA	92673	330864870	501(c)(3)	$19,400	HEALTH- TRANSITIONAL HOUSING
FRIENDLY CENTER INC
PO BOX 706	ORANGE	CA	92856	952479833	501(c)(3)	$50,625	HELATH/EDUCATION-TUTORING
FRIENDSHIP SHELTER INC
PO BOX 4252	LAGUNA BEACH	CA	92652	330219404	501(c)(3)	$40,000	HEALTH/INCOME
GARY CENTER
341 S HILLCREST ST	LA HABRA	CA	90631	952752846	501(c)(3)	$25,500	HEALTH- DENTAL CLINIC
GIRL SCOUT COUNCIL OF ORANGE COUNTY
9500 TOLEDO WAY	IRVINE	CA	92618	952023244	501(c)(3)	$27,500	INCOME
GIRLS INCORPORATED OF ORANGE COUNTY
150 PAULARINO AVENUE D-290	COSTA MESA	CA	92626	951810150	501(c)(3)	$97,500	INCOME- EXTERNSHIPS
GIVING CHILDREN HOPE
8332 COMMONWEALTH AVE	BUENA PARK	CA	90621	953464287	501(c)(3)	$18,750	HEALTH- FOOD
GOODWILL INDUSTRIES OF ORANGE COUNTY
410 N FAIRVIEW	SANTA ANA	CA	92703	951644018	501(c)(3)	$50,000	INCOME- EITC
GRANDMA'S HOUSE OF HOPE
174 W LINCOLN AVE STE 541	ANAHEIM	CA	92805	260391438	501(c)(3)	$41,575	HEALTH/INCOME
HABITAT FOR HUMANITY
2200 S RITCHEY ST	SANTA ANA	CA	92705	330311059	501(c)(3)	$14,648	HEALTH- FACILITY GRANT
HANDS TOGETHER A CENTER FOR CHILDREN
201 CIVIC CENTER DR EAST	SANTA ANA	CA	92701	330857087	501(c)(3)	$22,500	EDUCATION- FAMILY LITERACY
HEALTHY SMILES FOR KIDS OF ORANGE COUNTY
10602 CHAPMAN AVENUE STE 200	GARDEN GROVE	CA	92840	383675065	501(c)(3)	$18,750	HEALTH- ORAL HEALTH
HELP ME GROW OC
1915 W ORANGEWOOD AVE STE 303	ORANGE	CA	92868	952540117	501(c)(3)	$10,000	EDUCATION- BEHAVIORAL SCREENING
HUMAN OPTIONS INC
PO BOX 53745	IRVINE	CA	92619	953667817	501(c)(3)	$37,500	HEALTH/INCOME
HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT
5832 BOLSA AVE	HUNTINGTON BEACH	CA	92649	330514550	501(c)(3)	$35,548	EDUCATION - GRADUATION
HURTT FAMILY HEALTH CLINIC
ONE HOPE DRIVE	TUSTIN	CA	92782	330906866	501(c)(3)	$29,750	HEALTH CLINIC
ILLUMINATION FOUNDATION
2691 RICHTER AVENUE STE 107	IRVINE	CA	92606	952021700	501(c)(3)	$108,025	HEALTH- INTERIM HOUSING
INTERVAL HOUSE
PO BOX 3356	SEAL BEACH	CA	90740	953389113	501(c)(3)	$48,025	HEALTH/INCOME
INTERVENTION FOR EARLY CHILDHOOD CENTER
1538 E WARNER AVE SUITE A	SANTA ANA	CA	92705	953850651	501(c)(3)	$15,000	EDUCATION- SPECIAL NEEDS
IRVINE ADULT DAY HEALTH SERVICES
20 LAKE ROAD	IRVINE	CA	92604	330599371	501(c)(3)	$29,614	HEALTH- MEDICAL SERVICES
JEWISH FEDERATION AND FAMILY SERVICES OF OC
1 FEDERATION WAY STE 220	IRVINE	CA	92603	237106134	501(c)(3)	$20,000	INCOME- EMPLOYMENT
KIDWORKS COMMUNITY DEVELOPMENT CORPORATION
1902 W CHESTNUT AVE	SANTA ANA	CA	92703	743081569	501(c)(3)	$15,000	EDUCATION- AFTER SCHOOL
KINSHIP CENTER
18302 IRVINE BLVD 300	TUSTIN	CA	92780	942971761	501(c)(3)	$18,214	HEALTH- CHILDREN'S CENTER
LAGUNA BEACH COMMUNITY CLINIC
362 THIRD STREET	LAGUNA BEACH	CA	92651	952637633	501(c)(3)	$28,125	HEALTH-MEDICAL SERVICES
LAURA'S HOUSE
999 CORPORATE DRIVE STE 225	LADERA RANCH	CA	92694	330621826	501(c)(3)	$30,000	HEALTH/INCOME
LESTONNAC FREE CLINIC
1215 E CHAPMAN AVENUE	ORANGE	CA	92866	953499011	501(c)(3)	$18,750	HEALTH- BRIDGE TO CARE
MARIPOSA WOMEN & FAMILY CENTER
812 WEST TOWN COUNTRY ROAD	ORANGE	CA	92868	953626580	501(c)(3)	$28,125	HEALTH- FAMILY COUNSELING
MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY (MHA)
822 TOWN COUNTRY ROAD	ORANGE	CA	92868	952036972	501(c)(3)	$18,750	HEALTH- FOOD
MERCY HOUSE LIVING CENTERS
PO BOX 1905	SANTA ANA	CA	92702	330315864	501(c)(3)	$202,500	HEALTH/HOUSING
MIRACLES FOR KIDS
3002 DOW AVENUE STE 320	TUSTIN	CA	92780	912160616	501(c)(3)	$22,500	HEALTH- MIRACLES FOR KIDS GRANT
MOMS ORANGE COUNTY
1128 W SANTA ANA BLVD	SANTA ANA	CA	92703	330518078	501(c)(3)	$28,125	HEALTH- HEALTH SCREENING
NHAN HOA COMPREHENSIVE HEALTH CARE CLINIC
7761 GARDEN GROVE BLVD	GARDEN GROVE	CA	92841	330477323	501(c)(3)	$31,875	HEALTH- NEW HOPE
NOVA ACADEMY
2609 W 5TH ST	SANTA ANA	CA	92703	320079174	501(c)(3)	$25,050	YOUTH EDUCATION
OLIVE CREST TREATMENT CENTERS INC
2130 E FOURTH STREET STE 200	SANTA ANA	CA	92705	952877102	501(c)(3)	$23,300	HEALTH- PROJECT INDEPENDENCE
ONEOC-OC FUNDERS ROUNDTABLE
1901 E 4TH STREET STE 100	SANTA ANA	CA	92705	952021700	501(c)(3)	$35,000	HEALTH
ORANGE CHILDREN & PARENTS TOGETHER INC
1063 N GLASSELL ST	ORANGE	CA	92867	953062939	501(c)(3)	$20,000	EDUCATION- SCHOOL READINESS
ORANGE COUNTY ADULT ACHIEVEMENT CENTER
225 W CARL KARCHER WAY	ANAHEIM	CA	92801	951863666	501(c)(3)	$17,500	INCOME
ORANGE COUNTY BAR FOUNDATION
313 N BIRCH STREET 2ND FLOOR	SANTA ANA	CA	92701	237068923	501(c)(3)	$28,125	HEALTH- DRUG TREATMENT
ORANGE COUNTY CHILD ABUSE PREVENTION CENTER
500 SOUTH MAIN ST STE 1100	ORANGE	CA	92868	330013237	501(c)(3)	$31,875	MENTAL HEALTH
ORANGE COUNTY RESCUE MISSION
ONE HOPE DRIVE	TUSTIN	CA	92782	952479552	501(c)(3)	$27,150	HEALTH- TRANSITIONAL HOUSING
PARSIAN FAMILY RESOURCE CENTER
17155 NEWHOPE ST STEC	FOUNTAIN VALLEY	CA	92708	800601100	501(c)(3)	$8,000	INCOME- EITC
PATHWAYS OF HOPE
PO BOX 6326	FULLERTON	CA	92834	330147739	501(c)(3)	$133,025	HEALTH- TRANSITIONAL SHELTER
PROVIDENCE SPEECH AND HEARING CENTER
1301 W PROVIDENCE AVE	ORANGE	CA	92868	956154473	501(c)(3)	$46,875	HEALTH/EDUCATION
RAISE FOUNDATION
1920 EAST WARNER AVENUE STE A	SANTA ANA	CA	92705	330240178	501(c)(3)	$10,800	HEALTH- BASIC NEEDS
REHABILITATION INSTITUTE OF SOUTHERN CA
1800 E LA VETA AVENUE	ORANGE	CA	92866	951792279	501(c)(3)	$22,500	EDUCATION- CHILDREN SERVICES
ROADTRIP NATION
853 W 17TH ST UNIT A	COSTA MESA	CA	92627	263889207	501(c)(3)	$46,139	EDUCATION - GRADUATION
SALVATION ARMY
10200 PIONEER RD	TUSTIN	CA	92782	941156347	501(c)(3)	$22,000	HEALTH- TRANSITIONAL HOUSING
SANTA ANA UNIFIED SCHOOL DISTRICT
1601 E CHESTNUT AVE	SANTA ANA	CA	92701	330383385	501(c)(4)	$64,200	EDUCATION
SCIENCEOC
1901 E 4TH STREET STE 100	SANTA ANA	CA	92705	952021700	501(c)(3)	$77,500	EDUCATION- STEM LITERACY
SERVING PEOPLE IN NEED INC (SPIN)
151 KALMUS DRIVE STE H-2	COSTA MESA	CA	92626	330329687	501(c)(3)	$89,075	HEALTH- TRANSITIONAL HOUSING
SHARE OUR SELVES
1550 SUPERIOR AVENUE	COSTA MESA	CA	92627	953222316	501(c)(3)	$37,500	HEALTH- FREE CLINIC
SOUTH COUNTY OUTREACH
26776 VISTA TERRACE	LAKE FOREST	CA	92630	330330233	501(c)(3)	$28,125	HEALTH- FOOD PANTRY
SW MINORITY ECONOMIC DEVELOPMENT ASSOCIATION
1601 WEST SECOND STREET	SANTA ANA	CA	92703	953312805	501(c)(3)	$31,875	HEALTH- FOOD PANTRY
STRAIGHT TALK INC
5712 CAMP ST	CYPRESS	CA	90630	237134097	501(c)(3)	$17,475	HEALTH-TRANSITIONAL LIVING
TALLER SAN JOSE
801 NORTH BROADWAY	SANTA ANA	CA	92701	593816355	501(c)(3)	$140,000	INCOME- JOB TRAINING
THE CENTER ORANGE COUNTY
1605 N SPURGEON STREET	SANTA ANA	CA	92701	952934041	501(c)(3)	$13,125	HEALTH- MENTAL HEALTH
THE ELI HOME INC
1175 N EAST ST	ANAHEIM	CA	92805	330189254	501(c)(3)	$15,000	INCOME
THINK TOGETHER
2100 E FOURTH ST STE 200	SANTA ANA	CA	92705	330781751	501(c)(3)	$23,250	YOUTH EDUCATION
THOMAS HOUSE TEMPORARY SHELTER
PO BOX 2737	GARDEN GROVE	CA	92842	330204757	501(c)(3)	$26,350	HEALTH- TRANSITIONAL HOUSING
UCI FOUNDATION
420 SOCIAL SCIENCE TOWER	IRVINE	CA	92697	952540117	501(c)(3)	$27,230	EDUCATION- SCHOLARSHIP GRANT
UNITED CEREBRAL PALSY OF ORANGE COUNTY
980 ROOSEVELT STE 100	IRVINE	CA	92620	951856340	501(c)(3)	$31,875	HEALTH-PEDIATRIC SERVICES
UNITED LABOR AGENCY OF ORANGE COUNTY
13252 GARDEN GROVE BLVD STE 101	GARDEN GROVE	CA	92843	330371293	501(c)(3)	$26,197	HEALTH- EMERGENCY ASSISTANCE
UNITED WAYS OF CALIFORNIA
1107 FAIR OAKS AVE 12	SOUTH PASADENA	CA	91030	941646369	501(c)(3)	$29,024	INCOME/OTHER-BASIC NEEDS
VILLA CENTER INC
910 NORTH FRENCH STREET	SANTA ANA	CA	92701	952312323	501(c)(3)	$26,350	HEALTH- VILLA RESIDENTIAL RECOVERY
VITAL LINK
PO BOX 12064	COSTA MESA	CA	92627	330632256	501(c)(3)	$57,200	EDUCATION - GRADUATION
VOCATIONAL VISIONS
26041 PALA	MISSION VIEJO	CA	92691	952972669	501(c)(3)	$22,500	INCOME - JOB TRAINING
WESTERN YOUTH SERVICES
23461 SOUTH POINTE DR STE 220	LAGUNA HILLS	CA	92653	953407054	501(c)(3)	$31,875	MENTAL HEALTH
WISEPLACE
1411 N BROADWAY	SANTA ANA	CA	92706	951684796	501(c)(3)	$83,625	HEALTH/HOUSING/INCOME
WOMEN HELPING WOMEN INC
1800 EAST MC FADDEN AVENUE STE 1A	SANTA ANA	CA	92705	330576900	501(c)(3)	$110,000	INCOME- EMPLOYMENT SUCCESS
WOMEN'S TRANSITIONAL LIVING CENTER
PO BOX 6103	ORANGE	CA	92863	510201813	501(c)(3)	$15,000	INCOME
YMCA OF ANAHEIM
240 SOUTH EUCLID ST	ANAHEIM	CA	92802	951709299	501(c)(3)	$12,500	EDUCATION- CAREER ACADEMY
YWCA OF NORTH ORANGE COUNTY
215 E COMMONWEALTH AVENUE STE E	FULLERTON	CA	92832	951687482	501(c)(3)	$21,000	HEALTH- BREAST CANCER SCREENING
ANAHEIM CITY SCHOOL DISTRICT
1001 S EAST ST	ANAHEIM	CA	92805	330795383	501(c)(4)	$76,000	EDUCATION
BOYS & GIRLS CLUBS OF SANTA ANA
16582 BROOKHURST STREET	FOUNTAIN VALLEY	CA	92708	956192466	501(c)(3)	$58,900	EDUCATION
CHAPMAN UNIVMESA PROGRAM
1 UNIVERSITY DR	ORANGE	CA	92866	951643992	501(c)(3)	$15,000	EDUCATION
CHILDREN AND FAMILIES COMMISSION
1505 E 17TH ST SUITE 230	SANTA ANA	CA	92705	956000928	N/A	$10,000	HEALTH
CHIOC
1901 E 4TH STREET STE 100	SANTA ANA	CA	92705	952021700	501(c)(3)	$93,516	HEALTH
DISCOVERY SCIENCE CENTER
2500 N MAIN ST	SANTA ANA	CA	92705	330828380	501(c)(3)	$31,685	EDUCATION
FOOD FINDERS
2301 E 28TH ST SUITE 303	SIGNAL HILL	CA	90755	330412749	501(c)(3)	$50,000	HEALTH
FULLERTON COLLEGE
321 E CHAPMAN AVE	FULLERTON	CA	92832	953798729	501(c)(3)	$15,000	EDUCATION
GARDEN GROVE UNIFIED SCHOOL DISTRICT
10331 STANFORD AVE	GARDEN GROVE	CA	92840	952378800	501(c)(4)	$125,000	HEALTH
HOUSING OPP COLLABORATIVE
1100 BROADWAY	SAN DIEGO	CA	92101	870798977	501(c)(3)	$20,000	INCOME
INSTITUTE FOR HEALTHCARE ADVANCEMENT
501 S IDAHO ST SUITE 300	LA HABRA	CA	90631	330483197	501(c)(3)	$163,100	HEALTH
INSTITUTO PARA LA MUJER DE HOY
1000 N ALAMEDA STREET 240	LOS ANGELES	CA	90012	954302067	501(c)(3)	$74,500	INCOME
NORTH OC COMMUNITY COLLEGE DISTRICT
1830 W ROMNEYA DR	ANAHEIM	CA	92801	953826720	501(c)(3)	$30,000	EDUCATION
PROJECT HOPE ALLIANCE
1954 PLACENTIA AVE	COSTA MESA	CA	92627	753099628	501(c)(3)	$87,000	HOUSING/INCOME
SECOND HARVEST FOOD BANK
8014 MARINE WAY	IRVINE	CA	92618	320362611	501(c)(3)	$150,000	HEALTH
WESTMINSTER SCHOOL DISTRICT
14121 CEDARWOOD AVE	WESTMINSTER	CA	92683	330416845	501(c)(3)	$10,000	EDUCATION
WORKING WARDROBES
3030 PULLMAN ST	COSTA MESA	CA	92626	330669145	501(c)(3)	$75,000	INCOME

Field	Value	IRS element (for citing)
Total501c3 Org	117	Total501c3OrgCnt
Total Other Org	4	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, Q2	FormAndLineReferenceDesc
Explanation	GENERAL INFO - GRANTS & ASSISTANCE: ORANGE COUNTY'S UNITED WAY MONITORS THE USE OF GRANT FUNDS BY ENGAGING IN A FORMAL MEMORANDUM OF UNDERSTANDING WITH THE AGENCY REFERENCING THE FUNDED PROGRAM AND ANTICIPATED OUTCOMES. MID-YEAR AND YEAR-END REPORTS ARE REQUIRED AND ARE COMPARED TO ORIGINAL 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
MAX GARDNER
CEO, President	$212,529	$0	$25,000	$0	$0	$0	$7,476	$13,771	$258,776	$0	$0
TARYN VIDOVICH
CFO-Outgoing	$135,125	$0	$10,000	$0	$0	$0	$4,512	$5,246	$154,883	$0	$0
CARLA VARGAS
SVP/COMMUNITY IMPACT	$152,007	$0	$18,000	$0	$0	$0	$5,120	$4,826	$179,953	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE J, PART I, 1A	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp

Cars And Other Vehicles CarsAndOtherVehiclesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$900	NoncashContributionsRptF990Amt
Method Of Determining Revenues	selling price	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	22	ContributionCnt
Noncash Contributions Rpt F990	$283,125	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	GIFT CARDS	1	$800	FMV
Yes (X)	GIFT BASKETS	1	$1,500	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, LINE 32B	FormAndLineReferenceDesc
Explanation	VEHICLE DONATION CENTER: THE ORGANIZATION UTILIZES AN UNRELATED OUTSIDE THIRD PARTY TO PROCESS VEHICLE DONATIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 PART VI SECTION B Q. 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. 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 Q.19	DISCLOSURE - GOVERNING DOCS, CONFLICT OF INTEREST POLICY & FINANCIALS: THE FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. 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, Q.4A	EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4A. COMMUNITY IMPACT ALLOCATION POOL OUR MISSION: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. 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 BUILDING THE CAPACITY OF THE NONPROFIT SECTOR AND DIRECTLY MEETING THE NEEDS OF OUR COMMUNITY THROUGH A NUMBER OF INVESTMENT STRATEGIES TARGETING SPECIFIED OBJECTIVES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND HOUSING, INCLUDING: 1) COMPETITIVE GRANT FUNDING - OCUW DIRECTLY FUNDS AND PARTNERS WITH 93 LEADING NONPROFIT AGENCIES THROUGH OUR COMPETITIVE GRANT PROGRAM. THE RIGOROUS APPLICATION AND REVIEW PROCESS REQUIRES AGENCIES TO MEET THE HIGHEST OF FINANCIAL, LEADERSHIP AND PROGRAM STANDARDS. IN ADDITION TO GRANT FUNDING, OUR PARTNER AGENCIES ARE PROVIDED WITH TRAINING AND RESOURCES DESIGNED TO ENHANCE THEIR PROGRAM CAPACITY, OUTCOMES, FINANCIAL SUSTAINABILITY AND COMMUNITY COLLABORATIONS; 2) STRATEGIC INITIATIVES - OCUW IS PROUD TO LEAD A NUMBER OF COUNTY WIDE INITIATIVES, IMPLEMENTING AND FUNDING INNOVATIVE SERVICE MODELS ADDRESSING UNMET EDUCATION NEEDS OF OUR YOUTH, FINANCIAL STABILITY SERVICES FOR LOW-INCOME WORKING FAMILIES, AND HEALTH ACCESS FOR ALL. THESE INITIATIVES ARE STAFFED AND FUNDED THROUGH OCUW AND CREATE NEW OPPORTUNITIES TO LEVERAGE EXISTING RESOURCES, DEVELOP STRATEGIC COLLABORATIONS AND CREATE POWERFUL PARTNERSHIPS TO ADDRESS COMMUNITY NEEDS. OCUW'S 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; BANK ON ORANGE COUNTY - REDUCING PREDATORY LENDING AND INCREASING FINANCIAL LITERACY; SPARKPOINT OC - AN INNOVATIVE BUNDLED SERVICE MODEL HELPING FAMILIES TO REACH FINANCIAL STABILITY; AND PARTICIPATION IN THE COVERED OC COLLABORATIVE TO EXPAND THE INFRASTRUCTURE PROVIDING HEALTH ACCESS FOR ALL ORANGE COUNTY RESIDENTS.
FORM 990 PART III, Q.4B	EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4B. PROGRAM SERVICE EXPENSE PROGRAM SERVICE EXPENSE ALLOCATIONS ARE COMPRISED OF COMMUNITY IMPACT GRANT PROGRAM AND INITIATIVES THAT FULFILL ORANGE COUNTY UNITED WAY'S MISSION. THEY INCLUDE $1.5 MILLION TOWARDS THE ADMINISTRATION, EVALUATION AND MONITORING OF ALL GRANT PARTNERSHIPS, SUPPORTING CRITICAL COMMUNITY PARTNERSHIPS, COALITIONS AND COMMITTEES, COMMUNITY OUTREACH AND EDUCATION EFFORTS, CAPACITY TRAININGS 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, Q.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: 252,529