2015-03-07T19:40:55-06:00 2014-06-30 BDO USA LLP 3200 BRISTOL ST 4TH FLOOR COSTA MESA CA 92626 990 2013-07-01 330047994 ORANGE COUNTY'S UNITED WAY % MAX GARDNER ORAN 9496607600 18012 MITCHELL AVENUE SOUTH Suite IRVINE CA 926146008 Sandra Bensworth CFO 9492636140 2015-03-04 true CINDY J JANIKOWSKI P00165179 9492636140 2013 2016-03-07 17:11:31Z MAX GARDNER 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 18619174 false X www.unitedwayoc.org X 1940 CA OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. 36 35 55 1521 0 17572766 18007909 0 0 137243 202496 -8844 -36281 17701165 18174124 13691999 14266298 0 0 3140821 3345366 0 0 1824647 1197785 1248824 18030605 18860488 -329440 -686364 27545408 26062463 10458897 8806713 17086511 17255750 X 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. false false 5552045 5552045 SEE SCHEDULE O 1458744 SEE SCHEDULE O 8714253 8714253 SEE SCHEDULE O 15725042 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 22 0 true 55 true false false false false false true true false false false true false false false false X 36 35 false false false false false false false true true false false true true true true true true true true false CA X MAX GARDNER 9492636140 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 ROBERT E PALMER VICE CHAIR, DIRECTOR 5.0 X X 0 0 0 KNUTE KURTZ VICE CHAIR, DIRECTOR 5.0 X X 0 0 0 LISA LOCKLEAR TREASURER, DIRECTOR 5.0 X X 0 0 0 JEROME P THODE SECRETARY, DIRECTOR - outgoing 5.0 X X 0 0 0 STEVEN D ALLISON CHAIR, DIRECTOR 5.0 X X 0 0 0 MAX GARDNER CEO, President 37.5 X X 237529 0 21247 MICHAEL A JOHNSTON SECRETARY, DIRECTOR - INCOMING 5.0 X X 0 0 0 WILLIAM CAVE DIRECTOR 1.0 X 0 0 0 STEVE CHURM DIRECTOR 1.0 X 0 0 0 TERRY FEIT DIRECTOR 1.0 X 0 0 0 MICHAEL FELDMAN DIRECTOR 1.0 X 0 0 0 REGGIE GILYARD DIRECTOR 1.0 X 0 0 0 SHERRI BOVINO DIRECTOR 1.0 X 0 0 0 JACQUELINE A BRYA KELLEY DIRECTOR 1.0 X 0 0 0 ROBERT E KENT DIRECTOR 1.0 X 0 0 0 IAN LEISEGANG DIRECTOR 1.0 X 0 0 0 KENNETH F LICKEL DIRECTOR 1.0 X 0 0 0 GREGG MARTIN DIRECTOR 1.0 X 0 0 0 HENRY MENDOZA DIRECTOR 1.0 X 0 0 0 DAVID MEULMESTER DIRECTOR 1.0 X 0 0 0 NANCY B MEYER DIRECTOR 1.0 X 0 0 0 AL MILJARES DIRECTOR 1.0 X 0 0 0 TRINA NORMAN DIRECTOR 1.0 X 0 0 0 SUSAN B PARKS DIRECTOR 1.0 X 0 0 0 SHIRLEY QUACKENBUSH DIRECTOR 1.0 X 0 0 0 EDWARD CHANDLER RICHARDS DIRECTOR 1.0 X 0 0 0 MICHAEL M RUANE DIRECTOR 1.0 X 0 0 0 MICHAEL P RUSSELL DIRECTOR 1.0 X 0 0 0 MIKE SALMON DIRECTOR 1.0 X 0 0 0 ERNEST SCHROEDER DIRECTOR 1.0 X 0 0 0 NELLA WEBSTER O'GRADY CFP DIRECTOR 1.0 X 0 0 0 JAMES W WILSON DIRECTOR 1.0 X 0 0 0 BEN ALVARADO DIRECTOR 1.0 X 0 0 0 PAULA CAMPELL DIRECTOR 1.0 X 0 0 0 KAREN CONLON DIRECTOR 1.0 X 0 0 0 SUZANNE FRADETTE DIRECTOR 1.0 X 0 0 0 MILDRED GARCIA DIRECTOR 1.0 X 0 0 0 JOSEPH HENSLEY DIRECTOR 1.0 X 0 0 0 SANDRA HUTCHENS DIRECTOR 1.0 X 0 0 0 HECTOR INFANTE DIRECTOR 1.0 X 0 0 0 JOHN MCGRATH DIRECTOR 1.0 X 0 0 0 DONNY PEARL DIRECTOR 1.0 X 0 0 0 MICHAEL RAY DIRECTOR 1.0 X 0 0 0 TARYN VIDOVICH CFO-Outgoing 37.5 X 145125 0 9758 SANDRA BENSWORTH CFO-Incoming 37.5 X 0 0 0 CARLA VARGAS SVP/COMMUNITY IMPACT 37.5 X 170007 0 9946 MIKE GREENE VP/IT 37.5 X 109897 0 7080 BRIE GRISET SMITH VP/DEVELOPMENT 37.5 X 132508 0 8821 795066 0 56852 5 false true false 0 414203 17593706 286325 18007909 0 202496 202496 0 0 0 0 0 283125 283125 0 99400 414203 161925 -62525 -62525 0 0 SHARED FACILITY REVENUE 531120 26244 26244 26244 18174124 166215 14266298 14266298 0 0 0 579837 337621 155011 87205 0 2382372 802583 572986 1006803 30012 20359 9653 143450 12516 59299 71635 209695 51969 71555 86171 0 0 64241 64241 0 0 8612 8612 85930 12001 36687 37242 282315 21463 2428 258424 99809 19210 40089 40510 121270 25793 60371 35106 0 65828 13166 26331 26331 12221 2360 834 9027 0 50746 17319 23968 9459 0 195859 96385 48464 51010 199382 39876 79753 79753 49145 6482 29700 12963 OTHER EXPENSES 13466 10111 3355 18860488 15725042 1310799 1824647 5212050 4581645 2206539 2228681 12055003 10121559 4032 23000 0 0 0 0 0 0 0 0 99943 72012 5307363 3978756 1359076 1328607 6188084 7221733 0 0 0 0 0 0 420681 485226 27545408 26062463 323051 488951 10135846 8317762 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10458897 8806713 X 11664463 11219659 0 0 5422048 6036091 17086511 17255750 27545408 26062463 X -686364 603074 252529 X false true X true false X false false false 25499561 17842124 18592605 17572766 18007909 97514965 0 0 25499561 17842124 18592605 17572766 18007909 97514965 9222513 88292452 72426 105527 122940 137243 202496 640632 0 23413 37875 34792 29429 26244 151753 98307350 0.89813 0.90295 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18860488 18860488 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 Form 990 PART IV LINE 4 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. 76 5278531 5308351 1153200 true true false 3785172 485512 530040 4800724 3031766 426031 327375 3785172 2361647 624473 45646 3031766 1216304 836197 309146 2361647 1001769 104999 109536 1216304 1.00000 false false 722039 722039 2089639 1880674 208965 1317211 1122729 194482 1178474 975353 203121 1328607 0 0 X 10315474 603074 252529 855603 9459871 8714253 8714253 18174124 10146235 10146235 8714253 8714253 18860488 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 WPF Breakfast 273183 250783 22400 2700 39996 5758 14071 WALK United 240420 163420 77000 335 37961 61104 0 513603 414203 99400 335 2700 39996 43719 75175 161925 -62525 true 2-1-1 OC 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 330063532 501(c)(3) 250000 INFORMATION REFERRAL ABRAZAR INC 7101 WYOMING STREET WESTMINSTER CA 92683 330301538 501(c)(3) 114783 HEALTH/INCOME ACACIA ADULT DAY SERVICES 11391 ACACIA PARKWAY GARDEN GROVE CA 92840 953509323 501(c)(3) 19500 HEALTH- ADULT DAY SERVICES ACCESS OC SOUTHERN CALIFORNIA 1901 E 4TH STREET STE 100 SANTA ANA CA 92705 952021700 501(c)(3) 31875 HEALTH- OUTPATIENT SURGERY AGE WELL SENIOR SERVICES INC 24300 EL TORO ROAD BLDG A STE 20 LAGUNA WOODS CA 92637 931163563 501(c)(3) 31875 HEALTH- MEALS AND CASE MANAGEMENT AIDS SERVICES FOUNDATION ORANGE COUNTY 17982 SKY PARK CIRCLE STE J IRVINE CA 92614 330126481 501(c)(3) 28125 HEALTH- NUTRITION SERVICES ALZHEIMER'S FAMILY SERVICES CENTER (AFSC) 9451 INDIANAPOLIS AVENUE HUNTINGTON BEACH CA 92646 953463975 501(c)(3) 12500 HEALTH SERVICES ANAHEIM COMMUNITY FOUNDATION 200 S ANAHEIM BLVD STE 433 ANAHEIM CA 92805 330033023 501(c)(3) 8000 INCOME- EITC ANAHEIM UNION SCHOOL DISTRICT 501 N CRESCENT WAY ANAHEIM CA 92801 330735418 501(c)(4) 52100 EDUCATION - GRADUATION ANGELS BASEBALL FOUNDATION 2000 GENE AUTRY WAY ANAHEIM CA 92806 200713975 501(c)(3) 37174 HEALTH BOYS & GIRLS CLUB OF CAPISTRANO VALLEY 1 VIA POSITIVA SAN JUAN CAPISTRANO CA 92675 330529575 501(c)(3) 6500 EDUCATION- GANG PREVENTION BOYS & GIRLS CLUB OF LAGUNA BEACH 1085 LAGUNA CANYON ROAD LAGUNA BEACH CA 92561 951878822 501(c)(3) 10000 EDUCATION- PRESCHOOL BOYS & GIRLS CLUB OF WESTMINSTER 14400 CHESTNUT STREET WESTMINSTER CA 92683 952919799 501(c)(3) 22500 EDUCATION- GANG PREVENTION BOYS & GIRLS CLUBS OF GARDEN GROVE 10540 CHAPMAN AVENUE GARDEN GROVE CA 92840 956112702 501(c)(3) 42375 HEALTH/EDUCATION BOYS & GIRLS CLUBS OF HUNTINGTON VALLEY 16582 BROOKHURST STREET FOUNTAIN VALLEY CA 92708 956192466 501(c)(3) 20000 EDUCATION BREAKTHROUGH SAN JUAN CAPISTRANO 31641 LA NOVIA SAN JUAN CAPISTRANO CA 92675 953408913 501(c)(3) 12500 EDUCATION- YOUTH CAL STATE UNIVERSITY FULLERTON 2600 NUTWOOD AVE STE 850 FULLERTON CA 92831 330567945 501(c)(3) 17200 INCOME- EITC CAMBODIAN FAMILY 1626 E FOURTH ST SANTA ANA CA 92701 953854831 501(c)(3) 22500 EDUCATION- YOUTH CAMINO HEALTH CENTER 30300 CAMINO CAPISTRANO SAN JUAN CAPISTRANO CA 92675 330574214 501(c)(3) 31875 HEALTH- DIABETES CARE CASA TERESA PO BOX 429 ORANGE CA 92856 953251986 501(c)(3) 15000 HEALTH- SHELTER CASA YOUTH SHELTER 10911 REAGAN ST LOS ALAMITOS CA 90720 953218061 501(c)(3) 33025 HEALTH- SHELTER CHILD GUIDANCE CENTER INC 525 CABRILLO PARK DRIVE STE 300 SANTA ANA CA 92701 952546170 501(c)(3) 31875 HEALTH- CHILD ABUSE TREATMENT COLETTE'S CHILDREN'S HOME 17301 BEACH BLVD SUITE 23 HUNTINGTON BEACH CA 92647 911939140 501(c)(3) 44075 HEALTH/INCOME COMMUNITY ACTION PARTNERSHIP OF OC 11870 MONARCH STREET GARDEN GROVE CA 92841 952452787 501(c)(3) 188375 HEALTH/INCOME COMMUNITY SENIORSERV INC 1200 N KNOLLWOOD CIRCLE ANAHEIM CA 92801 952771715 501(c)(3) 31875 HEALTH- MEALS ON WHEELS COMMUNITY SERVICE PROGRAMS INC 1221 E DYER RD STE 120 SANTA ANA CA 92705 953167866 501(c)(3) 33025 HEALTH- YOUTH SHELTER CONSUMER CREDIT COUNSELING SERVICE OF OC 1920 OLD TUSTIN AVENUE SANTA ANA CA 92705 952426981 501(c)(3) 30000 INCOME- EITC DAYLE MCINTOSH CENTER FOR THE DISABLED 13272 GARDEN GROVE BLVD GARDEN GROVE CA 92843 953313707 501(c)(3) 19400 HEALTH- HOMELESS PREVENTION DELHI COMMUNITY CENTER 505 EAST CENTRAL AVENUE SANTA ANA CA 92707 952620952 501(c)(3) 106842 INCOME - 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GRADUATION HURTT FAMILY HEALTH CLINIC ONE HOPE DRIVE TUSTIN CA 92782 330906866 501(c)(3) 29750 HEALTH CLINIC ILLUMINATION FOUNDATION 2691 RICHTER AVENUE STE 107 IRVINE CA 92606 952021700 501(c)(3) 108025 HEALTH- INTERIM HOUSING INTERVAL HOUSE PO BOX 3356 SEAL BEACH CA 90740 953389113 501(c)(3) 48025 HEALTH/INCOME INTERVENTION FOR EARLY CHILDHOOD CENTER 1538 E WARNER AVE SUITE A SANTA ANA CA 92705 953850651 501(c)(3) 15000 EDUCATION- SPECIAL NEEDS IRVINE ADULT DAY HEALTH SERVICES 20 LAKE ROAD IRVINE CA 92604 330599371 501(c)(3) 29614 HEALTH- MEDICAL SERVICES JEWISH FEDERATION AND FAMILY SERVICES OF OC 1 FEDERATION WAY STE 220 IRVINE CA 92603 237106134 501(c)(3) 20000 INCOME- EMPLOYMENT KIDWORKS COMMUNITY DEVELOPMENT CORPORATION 1902 W CHESTNUT AVE SANTA ANA CA 92703 743081569 501(c)(3) 15000 EDUCATION- AFTER SCHOOL KINSHIP CENTER 18302 IRVINE BLVD 300 TUSTIN CA 92780 942971761 501(c)(3) 18214 HEALTH- CHILDREN'S CENTER LAGUNA BEACH COMMUNITY CLINIC 362 THIRD STREET LAGUNA BEACH CA 92651 952637633 501(c)(3) 28125 HEALTH-MEDICAL SERVICES LAURA'S HOUSE 999 CORPORATE DRIVE STE 225 LADERA RANCH CA 92694 330621826 501(c)(3) 30000 HEALTH/INCOME LESTONNAC FREE CLINIC 1215 E CHAPMAN AVENUE ORANGE CA 92866 953499011 501(c)(3) 18750 HEALTH- BRIDGE TO CARE MARIPOSA WOMEN & FAMILY CENTER 812 WEST TOWN COUNTRY ROAD ORANGE CA 92868 953626580 501(c)(3) 28125 HEALTH- FAMILY COUNSELING MENTAL HEALTH ASSOCIATION OF ORANGE COUNTY (MHA) 822 TOWN COUNTRY ROAD ORANGE CA 92868 952036972 501(c)(3) 18750 HEALTH- FOOD MERCY HOUSE LIVING CENTERS PO BOX 1905 SANTA ANA CA 92702 330315864 501(c)(3) 202500 HEALTH/HOUSING MIRACLES FOR KIDS 3002 DOW AVENUE STE 320 TUSTIN CA 92780 912160616 501(c)(3) 22500 HEALTH- MIRACLES FOR KIDS GRANT MOMS ORANGE COUNTY 1128 W SANTA ANA BLVD SANTA ANA CA 92703 330518078 501(c)(3) 28125 HEALTH- HEALTH SCREENING NHAN HOA COMPREHENSIVE HEALTH CARE CLINIC 7761 GARDEN GROVE BLVD GARDEN GROVE CA 92841 330477323 501(c)(3) 31875 HEALTH- NEW HOPE NOVA ACADEMY 2609 W 5TH ST SANTA ANA CA 92703 320079174 501(c)(3) 25050 YOUTH EDUCATION OLIVE CREST TREATMENT CENTERS INC 2130 E FOURTH STREET STE 200 SANTA ANA CA 92705 952877102 501(c)(3) 23300 HEALTH- PROJECT INDEPENDENCE ONEOC-OC FUNDERS ROUNDTABLE 1901 E 4TH STREET STE 100 SANTA ANA CA 92705 952021700 501(c)(3) 35000 HEALTH ORANGE CHILDREN & PARENTS TOGETHER INC 1063 N GLASSELL ST ORANGE CA 92867 953062939 501(c)(3) 20000 EDUCATION- SCHOOL READINESS ORANGE COUNTY ADULT ACHIEVEMENT CENTER 225 W CARL KARCHER WAY ANAHEIM CA 92801 951863666 501(c)(3) 17500 INCOME ORANGE COUNTY BAR FOUNDATION 313 N BIRCH STREET 2ND FLOOR SANTA ANA CA 92701 237068923 501(c)(3) 28125 HEALTH- DRUG TREATMENT ORANGE COUNTY CHILD ABUSE PREVENTION CENTER 500 SOUTH MAIN ST STE 1100 ORANGE CA 92868 330013237 501(c)(3) 31875 MENTAL HEALTH ORANGE COUNTY RESCUE MISSION ONE HOPE DRIVE TUSTIN CA 92782 952479552 501(c)(3) 27150 HEALTH- TRANSITIONAL HOUSING PARSIAN FAMILY RESOURCE CENTER 17155 NEWHOPE ST STEC FOUNTAIN VALLEY CA 92708 800601100 501(c)(3) 8000 INCOME- EITC PATHWAYS OF HOPE PO BOX 6326 FULLERTON CA 92834 330147739 501(c)(3) 133025 HEALTH- TRANSITIONAL SHELTER PROVIDENCE SPEECH AND HEARING CENTER 1301 W PROVIDENCE AVE ORANGE CA 92868 956154473 501(c)(3) 46875 HEALTH/EDUCATION RAISE FOUNDATION 1920 EAST WARNER AVENUE STE A SANTA ANA CA 92705 330240178 501(c)(3) 10800 HEALTH- BASIC NEEDS REHABILITATION INSTITUTE OF SOUTHERN CA 1800 E LA VETA AVENUE ORANGE CA 92866 951792279 501(c)(3) 22500 EDUCATION- CHILDREN SERVICES ROADTRIP NATION 853 W 17TH ST UNIT A COSTA MESA CA 92627 263889207 501(c)(3) 46139 EDUCATION - GRADUATION SALVATION ARMY 10200 PIONEER RD TUSTIN CA 92782 941156347 501(c)(3) 22000 HEALTH- TRANSITIONAL HOUSING SANTA ANA UNIFIED SCHOOL DISTRICT 1601 E CHESTNUT AVE SANTA ANA CA 92701 330383385 501(c)(4) 64200 EDUCATION SCIENCEOC 1901 E 4TH STREET STE 100 SANTA ANA CA 92705 952021700 501(c)(3) 77500 EDUCATION- STEM LITERACY SERVING PEOPLE IN NEED INC (SPIN) 151 KALMUS DRIVE STE H-2 COSTA MESA CA 92626 330329687 501(c)(3) 89075 HEALTH- TRANSITIONAL HOUSING SHARE OUR SELVES 1550 SUPERIOR AVENUE COSTA MESA CA 92627 953222316 501(c)(3) 37500 HEALTH- FREE CLINIC SOUTH COUNTY OUTREACH 26776 VISTA TERRACE LAKE FOREST CA 92630 330330233 501(c)(3) 28125 HEALTH- FOOD PANTRY SW MINORITY ECONOMIC DEVELOPMENT ASSOCIATION 1601 WEST SECOND STREET SANTA ANA CA 92703 953312805 501(c)(3) 31875 HEALTH- FOOD PANTRY STRAIGHT TALK INC 5712 CAMP ST CYPRESS CA 90630 237134097 501(c)(3) 17475 HEALTH-TRANSITIONAL LIVING TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA CA 92701 593816355 501(c)(3) 140000 INCOME- JOB TRAINING THE CENTER ORANGE COUNTY 1605 N SPURGEON STREET SANTA ANA CA 92701 952934041 501(c)(3) 13125 HEALTH- MENTAL HEALTH THE ELI HOME INC 1175 N EAST ST ANAHEIM CA 92805 330189254 501(c)(3) 15000 INCOME THINK TOGETHER 2100 E FOURTH ST STE 200 SANTA ANA CA 92705 330781751 501(c)(3) 23250 YOUTH EDUCATION THOMAS HOUSE TEMPORARY SHELTER PO BOX 2737 GARDEN GROVE CA 92842 330204757 501(c)(3) 26350 HEALTH- TRANSITIONAL HOUSING UCI FOUNDATION 420 SOCIAL SCIENCE TOWER IRVINE CA 92697 952540117 501(c)(3) 27230 EDUCATION- SCHOLARSHIP GRANT UNITED CEREBRAL PALSY OF ORANGE COUNTY 980 ROOSEVELT STE 100 IRVINE CA 92620 951856340 501(c)(3) 31875 HEALTH-PEDIATRIC SERVICES UNITED LABOR AGENCY OF ORANGE COUNTY 13252 GARDEN GROVE BLVD STE 101 GARDEN GROVE CA 92843 330371293 501(c)(3) 26197 HEALTH- EMERGENCY ASSISTANCE UNITED WAYS OF CALIFORNIA 1107 FAIR OAKS AVE 12 SOUTH PASADENA CA 91030 941646369 501(c)(3) 29024 INCOME/OTHER-BASIC NEEDS VILLA CENTER INC 910 NORTH FRENCH STREET SANTA ANA CA 92701 952312323 501(c)(3) 26350 HEALTH- VILLA RESIDENTIAL RECOVERY VITAL LINK PO BOX 12064 COSTA MESA CA 92627 330632256 501(c)(3) 57200 EDUCATION - GRADUATION VOCATIONAL VISIONS 26041 PALA MISSION VIEJO CA 92691 952972669 501(c)(3) 22500 INCOME - JOB TRAINING WESTERN YOUTH SERVICES 23461 SOUTH POINTE DR STE 220 LAGUNA HILLS CA 92653 953407054 501(c)(3) 31875 MENTAL HEALTH WISEPLACE 1411 N BROADWAY SANTA ANA CA 92706 951684796 501(c)(3) 83625 HEALTH/HOUSING/INCOME WOMEN HELPING WOMEN INC 1800 EAST MC FADDEN AVENUE STE 1A SANTA ANA CA 92705 330576900 501(c)(3) 110000 INCOME- EMPLOYMENT SUCCESS WOMEN'S TRANSITIONAL LIVING CENTER PO BOX 6103 ORANGE CA 92863 510201813 501(c)(3) 15000 INCOME YMCA OF ANAHEIM 240 SOUTH EUCLID ST ANAHEIM CA 92802 951709299 501(c)(3) 12500 EDUCATION- CAREER ACADEMY YWCA OF NORTH ORANGE COUNTY 215 E COMMONWEALTH AVENUE STE E FULLERTON CA 92832 951687482 501(c)(3) 21000 HEALTH- BREAST CANCER SCREENING ANAHEIM CITY SCHOOL DISTRICT 1001 S EAST ST ANAHEIM CA 92805 330795383 501(c)(4) 76000 EDUCATION BOYS & GIRLS CLUBS OF SANTA ANA 16582 BROOKHURST STREET FOUNTAIN VALLEY CA 92708 956192466 501(c)(3) 58900 EDUCATION CHAPMAN UNIVMESA PROGRAM 1 UNIVERSITY DR ORANGE CA 92866 951643992 501(c)(3) 15000 EDUCATION CHILDREN AND FAMILIES COMMISSION 1505 E 17TH ST SUITE 230 SANTA ANA CA 92705 956000928 N/A 10000 HEALTH CHIOC 1901 E 4TH STREET STE 100 SANTA ANA CA 92705 952021700 501(c)(3) 93516 HEALTH DISCOVERY SCIENCE CENTER 2500 N MAIN ST SANTA ANA CA 92705 330828380 501(c)(3) 31685 EDUCATION FOOD FINDERS 2301 E 28TH ST SUITE 303 SIGNAL HILL CA 90755 330412749 501(c)(3) 50000 HEALTH FULLERTON COLLEGE 321 E CHAPMAN AVE FULLERTON CA 92832 953798729 501(c)(3) 15000 EDUCATION GARDEN GROVE UNIFIED SCHOOL DISTRICT 10331 STANFORD AVE GARDEN GROVE CA 92840 952378800 501(c)(4) 125000 HEALTH HOUSING OPP COLLABORATIVE 1100 BROADWAY SAN DIEGO CA 92101 870798977 501(c)(3) 20000 INCOME INSTITUTE FOR HEALTHCARE ADVANCEMENT 501 S IDAHO ST SUITE 300 LA HABRA CA 90631 330483197 501(c)(3) 163100 HEALTH INSTITUTO PARA LA MUJER DE HOY 1000 N ALAMEDA STREET 240 LOS ANGELES CA 90012 954302067 501(c)(3) 74500 INCOME NORTH OC COMMUNITY COLLEGE DISTRICT 1830 W ROMNEYA DR ANAHEIM CA 92801 953826720 501(c)(3) 30000 EDUCATION PROJECT HOPE ALLIANCE 1954 PLACENTIA AVE COSTA MESA CA 92627 753099628 501(c)(3) 87000 HOUSING/INCOME SECOND HARVEST FOOD BANK 8014 MARINE WAY IRVINE CA 92618 320362611 501(c)(3) 150000 HEALTH WESTMINSTER SCHOOL DISTRICT 14121 CEDARWOOD AVE WESTMINSTER CA 92683 330416845 501(c)(3) 10000 EDUCATION WORKING WARDROBES 3030 PULLMAN ST COSTA MESA CA 92626 330669145 501(c)(3) 75000 INCOME 117 4 SCHEDULE I, PART I, Q2 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. X true true X X X X false false false false false false false false false MAX GARDNER CEO, President 212529 0 25000 0 0 0 7476 13771 258776 0 0 TARYN VIDOVICH CFO-Outgoing 135125 0 10000 0 0 0 4512 5246 154883 0 0 CARLA VARGAS SVP/COMMUNITY IMPACT 152007 0 18000 0 0 0 5120 4826 179953 0 0 SCHEDULE J, PART I, 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 1 900 selling price X 22 283125 FMV X GIFT CARDS 1 800 FMV X GIFT BASKETS 1 1500 FMV false true true SCHEDULE M, LINE 32B VEHICLE DONATION CENTER: THE ORGANIZATION UTILIZES AN UNRELATED OUTSIDE THIRD PARTY TO PROCESS VEHICLE DONATIONS. 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