2012-03-06T15:15:08-05:00 2011-06-30 BDO USA LLP 3200 BRISTOL ST 4TH FLOOR COSTA MESA CA 92626 990 2010-07-01 330047994 ORANGE COUNTY'S UNITED WAY ORAN 9492636140 18012 MITCHELL AVENUE SOUTH IRVINE CA 926146008 TARYN VIDOVICH 2012-02-15 DAVID K YASUKOCHI 7149573200 2010 2016-02-24 21:20:13Z TARYN VIDOVICH 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 18060951 false X www.unitedwayoc.org X 1940 CA ORANGE COUNTYS UNITED WAY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. 32 31 47 270 0 25499561 17842124 0 0 72426 105527 -108730 -80650 25463257 17867001 18978873 13125026 0 0 3010179 3018536 15579 0 1727802 1277801 1355405 23282432 17498967 2180825 368034 33932065 29721961 17945799 12912443 15986266 16809518 X UNITED WAY'S PRIMARY EXEMPT PURPOSE: ORANGE COUNTY UNITED WAYS MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. WE DO THIS BY INVESTING IN ORANGE COUNTY CHILDREN, FAMILIES, AND INDIVIDUALS BY MOBILIZING OUR COMMUNITY TO MEET THEIR MOST BASIC HUMAN NEEDS-FOOD,SHELTER AND MEDICAL CARE-WHILE CREATING PATHWAYS TO SELF-SUFFICIENT FUTURES THROUGH EDUCATION AND TRAINING. false false 5605014 5605014 SEE SCHEDULE O 1195506 SEE SCHEDULE O 7520012 7520012 SEE SCHEDULE O 14320532 true true false true 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 false true 32 0 true 47 true false false false false false true true false false false true false false false false X 32 31 true false false false false false false true true false false true true true true true true true true false CA X TARYN VIDOVICH 9492636140 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 AL S DE GRASSI 5.0 X X 0 0 0 MAX GARDNER 5.0 X X 0 0 0 PETER CASE 5.0 X X 0 0 0 LISA LOCKLEAR 5.0 X X 0 0 0 STEVEN D ALLISON 1.0 X 0 0 0 BETSY R BANKER 1.0 X 0 0 0 JOHN CARPINO 1.0 X 0 0 0 JACQUELINE DEMARIA 1.0 X 0 0 0 WILLIAM M HABERMEHL 1.0 X 0 0 0 MICHAEL A JOHNSON 1.0 X 0 0 0 ROBERT E KENT 1.0 X 0 0 0 KNUTE P KURTZ 1.0 X 0 0 0 KENNETH F LICKEL 1.0 X 0 0 0 ROB LUCENTI 1.0 X 0 0 0 JOHN MANSOUR 1.0 X 0 0 0 GREGG MARTIN 1.0 X 0 0 0 JERRY R MATTES 1.0 X 0 0 0 DOUGLAS P MCCOMBS 1.0 X 0 0 0 DUANE MCMURTREY 1.0 X 0 0 0 RONALD J MERAZ 1.0 X 0 0 0 DAVID MEULMESTER 1.0 X 0 0 0 NANCY B MEYER 1.0 X 0 0 0 ROBERT E PALMER ESQUIRE 1.0 X 0 0 0 SUSAN B PARKS 1.0 X 0 0 0 SHIRLEY QUACKENBUSH 1.0 X 0 0 0 ANTHONY J RACKAUCKAS JR 1.0 X 0 0 0 NICK A REICHERT 1.0 X 0 0 0 EDWARD CHANDLER RICHARDS 1.0 X 0 0 0 THOMAS B ROGERS 1.0 X 0 0 0 MICHAEL M RUANE 1.0 X 0 0 0 MICHAEL P RUSSELL 1.0 X 0 0 0 MIKE SALMON 1.0 X 0 0 0 JEROME P THODE 1.0 X 0 0 0 GADDI H VASQUEZ 1.0 X 0 0 0 PETER R VILLEGAS 1.0 X 0 0 0 NELLA WEBSTER O'GRADY CFP 1.0 X 0 0 0 GEORGE WILLIS 1.0 X 0 0 0 JAMES W WILSON 1.0 X 0 0 0 MARIA WILCOX 45.0 X X 396671 0 24384 TARYN K VIDOVICH 45.0 X 146900 0 8942 SUSAN CAUMIANT 45.0 X 138370 0 10144 CARLA VARGAS RIVAS 45.0 X 127400 0 3444 TERESA SUTRO 45.0 X 115625 0 9806 BRIE GRISET 45.0 X 115725 0 6932 1040691 0 63652 6 false true false 0 487251 17354873 322071 17842124 0 105527 105527 0 0 0 75425 487251 193950 -118525 -118525 0 0 RENT 531120 31739 31739 MISCELLANEOUS 900099 6136 6136 37875 17867001 24877 13125026 13125026 0 0 0 418112 172056 178528 67528 0 2209793 703961 644849 860983 23614 2932 13654 7028 140593 26525 49702 64366 226424 36712 96606 93106 0 11565 2850 8715 82921 82921 0 0 9241 9241 55444 6000 24370 25074 214978 699 6331 207948 160517 22222 52434 85861 51154 8370 18602 24182 0 136493 22334 49634 64525 15329 2232 4517 8580 0 66046 11198 24469 30379 0 267631 127224 69162 71245 221262 44252 77442 99568 48510 5939 25415 17156 OTHER EXPENSES 14314 14041 273 17498967 14320532 1450633 1727802 5090876 4768079 2417878 1944649 21165135 16119546 69 8935 80934 52712 6362287 4782330 1728282 1579957 3328799 5102975 120092 145108 33932065 29721961 717385 518348 17228414 12394095 0 17945799 12912443 X 11567232 12007211 145673 0 4273361 4802307 15986266 16809518 33932065 29721961 X 368034 455218 X false true true X false X false false false 23578874 23633759 17904217 25499561 17842124 108458535 23578874 23633759 17904217 25499561 17842124 108458535 11273701 97184834 231110 263630 136384 72426 105527 809077 19255 23413 37875 80543 109348155 0.88877 0.98244 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 17498967 17498967 1000000 250000 1000000 974504 1000000 1000000 3974504 5961756 0 0 0 0 0 250000 243626 250000 250000 993626 1490439 0 0 0 0 0 LOBBYING ACTIVITIES F990 PART IV LINE 4 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. 71 4081709 4245328 1067192 true true 1216304 836197 309146 2361647 1001769 104999 109536 1216304 1057137 -55368 1001769 1.00000 false false 722039 722039 2089639 1629916 459723 1462866 1186634 276232 2087743 1965780 121963 1579957 0 0 17867001 17498967 368034 455218 455218 823252 10802207 455218 455218 10346989 7520012 7520012 17867001 9978955 9978955 7520012 7520012 17498967 DONOR DESIGNATION AND DONOR DESIGNATION FEES SCH D, PART XII, LINE 4B and SCH D, PART XIII, LINE 4B TOTAL: 7,520,012 PURPOSE - ENDOWMENT FUNDS SCHEDULE D, PART V, Q4 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 COST. FIN48(ASC 740) LIABILITY FOR UNCERTAIN TAX POSITIONS FORM 990 PART IV, 11f 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. DURING FISCAL YEAR 2010, THE ORGANIZATION ADOPTED 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 ATTRIBUTE FOR THE RECOGNITION 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 RECORDED NO IMPACT UPON THE ADOPTION OF THIS ACCOUNTING PRONOUNCEMENT. RE Luncheon 167578 137578 30000 35029 3039 17165 WPF Breakfast 240950 220825 20125 5204 23728 7500 18384 1 154147 128847 25300 881 12259 70761 562675 487250 75425 881 5204 58757 22798 106310 193950 -118525 true PEOPLE FOR IRVINE COMMUNITY HEALTH 18012 Mitchell Ave South Irvine CA 92614 330063532 501(c)(3) 100000 Basic Needs ABRAZAR INC 7101 Wyoming Street Westminster CA 92683 330301538 501(c)(3) 75000 Financial Stability - Financial Literacy ABRAZAR INC 7101 Wyoming Street Westminster CA 92683 330301538 501(c)(3) 56250 Basic Needs - Food ABRAZAR INC 7101 Wyoming Street Westminster CA 92683 330301538 501(c)(3) 10878 Basic Needs - Food ACACIA ADULT DAY SERVICES 11391 Acacia Parkway Garden Grove CA 92840 953509323 501(c)(3) 22581 Basic Needs ONEOC (ACCESS OC) 1901 E Fourth Street Suite 100 Santa Ana CA 92705 952021700 501(c)(3) 63750 Basic Needs - Medical Care AGE WELL SENIOR SERVICES INC 24300 El Toro Road A-2000 Laguna Woods CA 92637 931163563 501(c)(3) 63750 Basic Needs - Food AIDS SERVICES FOUNDATION ORANGE COUNTY 17982 Sky Park Circle Suite J Irvine CA 92614 330126481 501(c)(3) 56250 Basic Needs - Food ALZHEIMERS FAMILY SERVICES CENTER 9451 Indianapolis Avenue Huntington Beach CA 92646 953463975 501(c)(3) 27568 Basic Needs - Medical Care ANAHEIM COMMUNITY FOUNDATION 200 South Anaheim Ste 433 Anaheim CA 92805 330033023 501(c)(3) 26081 Basic Needs - Shelter BOAT PEOPLE SOS INC 9191 Bolsa Avenue Ste 110-111 Westminster CA 92683 800624033 501(c)(3) 10000 Financial Stability BOYS & GIRLS CLUB OF CAPISTRANO VALLEY 1 Via Positiva San Juan Capistrano CA 92675 330529575 501(c)(3) 13000 Education - K-12 BOYS AND GIRLS CLUB OF LAGUNA BEACH 1085 Laguna Canyon Road Laguna Beach CA 92651 951878822 501(c)(3) 20770 Education - 0-5 BOYS AND GIRLS CLUB OF WESTMINSTER 14400 Chestnut Street Westminster CA 92683 952919799 501(c)(3) 26284 Education - K-12 BOYS & GIRLS CLUBS OF GARDEN GROVE INC 10540 Chapman Avenue Garden Grove CA 92840 956112702 501(c)(3) 46500 Education - K-12 BOYS & GIRLS CLUBS OF GARDEN GROVE INC 10540 Chapman Avenue Garden Grove CA 92840 956112702 501(c)(3) 47750 Basic Needs - Medical Care BOYS AND GIRLS CLUBS OF HUNTINGTON VALLEY 16582 Brookhurst Street Fountain Valley CA 92708 956192466 501(c)(3) 41797 Financial Stability Workforce Development SOUTH COUNTY COMMUNITY CLINIC 30300 Camino Capistrano San Juan Capistrano CA 92675 330574214 501(c)(3) 66831 Basic Needs - Medical Care CANYON ACRES CHILDREN AND FAMILY SERVICES 1845 W Orangewood Avenue Orange CA 92868 953593905 501(c)(3) 36428 Basic Needs - Medical Care CASA TERESA INC PO Box 429 Orange CA 92856 953251986 501(c)(3) 15000 Basic Needs CASA YOUTH SHELTER 10911 Reagan St Los Alamitos CA 90720 953218061 501(c)(3) 66050 Basic Needs - Shelter CHAPMAN UNIVERSITY One University Drive Orange CA 92866 951643992 501(c)(3) 20000 Education - K-12 ORANGE COUNTY CHILD ABUSE PREVENTION CENTER INC 500 South Main Street Suite 1100 Orange CA 92868 330013237 501(c)(3) 63750 Basic Needs - Medical Care CHILD GUIDANCE CENTER INC 525 Cabrillo Park Drive Suite 300 Santa Ana CA 92701 952546170 501(c)(3) 66831 Basic Needs - Medical Care COLETTES CHILDREN HOME INC 17301 Beach Blvd Suite 23 Huntington Beach CA 92647 911939140 501(c)(3) 58150 Basic Needs - Shelter COMMUNITY ACTION PARTNERSHIP OF OC 11870 Monarch Street Garden Grove CA 92841 952452787 501(c)(3) 84358 Basic Needs - Food COMMUNITY SENIORSERV INC 1200 N Knollwood Circle Anaheim CA 92801 952771715 501(c)(3) 66318 Basic Needs - Food COMMUNITY SERVICES PROGRAM INC 1821 E Dyer Rd Ste 200 Santa Ana CA 92705 953167866 501(c)(3) 66050 Basic Needs - Shelter CONSUMER CREDIT COUNSELORS OF ORANGE COUNTY INC 1920 Old Tustin Avenue Santa Ana CA 92705 952426981 501(c)(3) 66000 Financial Stability - Financial Literacy DAYLE MCINTOSH CENTER FOR THE DISABLED 13272 Garden Grove Blvd Garden Grove CA 92843 953313707 501(c)(3) 45908 Basic Needs - Shelter EL SOL SCIENCE & ARTS ACADEMY OF SANTA ANA 1010 N Broadway Santa Ana CA 92701 330960964 501(c)(3) 47000 Education - K-12 THE ELI HOME INC 1175 N East Street Anaheim CA 92805 330189254 501(c)(3) 6419 Basic Needs FAMILIES FORWARD 9221 Irvine Boulevard Irvine CA 92618 330086043 501(c)(3) 79931 Basic Needs - Shelter FAMILY ASSISTANCE MINISTRIES PO Box 73064 San Clemente CA 92673 330864870 501(c)(3) 38800 Basic Needs - Shelter FAMILY SUPPORT NETWORK 181 W Orangethorpe Avenue Suite D Placentia CA 92870 330248195 501(c)(3) 28081 Education - 0-5 FRIENDLY CENTER INC PO Box 706 Orange CA 92856 952479833 501(c)(3) 64385 Basic Needs - Food FRIENDLY CENTER INC PO Box 706 Orange CA 92856 952479833 501(c)(3) 45000 Education - K-12 FRIENDSHIP SHELTER INC PO Box 4252 Laguna Beach CA 92652 330219404 501(c)(3) 72568 Basic Needs - Shelter FULLERTON INTERFAITH EMERGENCY SERVICES INC POBox 6326 Fullerton CA 92834 330147739 501(c)(3) 66050 Basic Needs - Shelter GIRL SCOUT COUNCIL OF ORANGE COUNTY 9500 Toledo Way Irvine CA 92618 952023244 501(c)(3) 25000 Financial Stability - Financial Literacy GIRLS INCORPORATED OF ORANGE COUNTY 150 Paularino Avenue D-290 Costa Mesa CA 92626 951810150 501(c)(3) 46797 Financial Stability - Workforce Development GIVING CHILDREN HOPE 8332 Commonwealth Avenue Buena Park CA 90621 953464287 501(c)(3) 40068 Basic Needs - Food GOODWILL INDUSTRIES OF ORANGE COUNTY 410 North Fairview St Santa Ana CA 92703 951644018 501(c)(3) 47811 Basic Needs GRANDMAS HOUSE OF HOPE 174 West Lincoln Ave 541 Anaheim CA 92805 260391438 501(c)(3) 58150 Basic Needs - Shelter GRANDMAS HOUSE OF HOPE 174 West Lincoln Ave 541 Anaheim CA 92805 260391438 501(c)(3) 25000 Financial Stability - Workforce Development HABITAT FOR HUMANITY OF ORANGE COUNTY 2200 S Ritchey St Santa Ana CA 92705 330311059 501(c)(3) 14337 Basic Needs HANDS TOGETHER A CENTER FOR CHILDREN 201 Civic Center Dr East Santa Ana CA 92701 330857087 501(c)(3) 47568 Education - 0-5 HEALTHY SMILES FOR KIDS OF ORANGE COUNTY 10602 Chapman Ave 200 Garden Grove CA 92840 383675065 501(c)(3) 40581 Basic Needs - Medical Care UCI FOUNDATION (HELP ME GROW) 4199 Campus Drive University Tower Irvine CA 92697 952540117 501(c)(3) 20000 Education - 0-5 HUMAN OPTIONS INC PO Box 53745 Irvine CA 92619 953667817 501(c)(3) 31095 Basic Needs HURTT FAMILY HEALTH CLINIC INC One Hope Drive Tustin CA 92782 330906866 501(c)(3) 59500 Basic Needs - Medical Care ICEC -INTERVENTION FOR EARLY CHILDHOOD 1538 E Warner Ave Suite A Santa Ana CA 92705 953850651 501(c)(3) 30000 Education - 0-5 COMMUNITY PARTNERS INSTITUTO PARA LA MUJER 1000 N Alameda Street 240 Los Angeles CA 90012 954302067 501(c)(3) 46000 Financial Stability - Financial Literacy INTERVAL HOUSE PO Box 3356 Seal Beach CA 90740 953389113 501(c)(3) 66050 Basic Needs - Shelter INTERVAL HOUSE PO Box 3356 Seal Beach CA 90740 953389113 501(c)(3) 5081 Basic Needs IRVINE ADULT DAY HEALTH SERVICES INC 20 Lake Road Irvine CA 92604 330599371 501(c)(3) 59228 Basic Needs - Medical Care JEWISH FEDERATION OF ORANGE COUNTY 1 Federation Way Suite 220 Irvine CA 92603 952407026 501(c)(3) 40000 Financial Stability - Workforce Development EL PUENTE COMMUNITY DEVELOPMENT CORPORATION (AKA K 1902 W Chestnut Ave Santa Ana CA 92703 743081569 501(c)(3) 31797 Education - K-12 LAGUNA BEACH COMMUNITY CLINIC 362 Third Street Laguna Beach CA 92651 952637633 501(c)(3) 56250 Basic Needs - Medical Care LAURAS HOUSE 999 Corporate Dr Ste 225 Ladera Ranch CA 92694 330621826 501(c)(3) 17568 Basic Needs LEGAL AID SOCIETY OF ORANGE COUNTY 2101 N Tustin Ave Santa Ana CA 92705 951994337 501(c)(3) 63972 Financial Stability LEGAL AID SOCIETY OF ORANGE COUNTY 2101 N Tustin Ave Santa Ana CA 92705 951994337 501(c)(3) 75000 Financial Stability - Financial Literacy ST JEANNE DE LESTONNAC FREE CLINIC 1215 E Chapman Avenue Orange CA 92866 953499011 501(c)(3) 40068 Basic Needs - Medical Care MARIPOSA WOMEN AND FAMILY CENTER 812 West Town Country Road Orange CA 92868 953626580 501(c)(3) 59331 Basic Needs - Medical Care ORANGE COUNTY ASSOCIATION FOR MENTAL HEALTH 822 Town Country Road Orange CA 92868 952036972 501(c)(3) 37500 Basic Needs - Food MERCY HOUSE TRANSITIONAL LIVING CENTER PO Box 1905 Santa Ana CA 92702 330315864 501(c)(3) 25068 Basic Needs MORTGAGE MIRACLES FOR KIDS INC 3002 Dow Avenue Ste 502 Tustin CA 92780 912160616 501(c)(3) 25068 Basic Needs MOMS ORANGE COUNTY 1128 W Santa Ana Blvd Santa Ana CA 92703 330518078 501(c)(3) 59331 Basic Needs - Medical Care NHAN HOA COMPREHENSIVE HEALTH CARE CLINIC 7761 Garden Grove Blvd Garden Grove CA 92841 330477323 501(c)(3) 63750 Basic Needs - Medical Care NOVA ACADEMY 2609 W 5th St Santa Ana CA 92703 320079174 501(c)(3) 51284 Education - K-12 OLIVE CREST 2130 E Fourth Street Suite 200 Santa Ana CA 92705 952877102 501(c)(3) 49681 Basic Needs - Shelter ONEOC 1901 E Fourth Street Suite 100 Santa Ana CA 92705 952021700 501(c)(3) 106162 Basic Needs- Shelter ORANGE COMMUNITY SERVICE CENTER INC 1063 N Glassell Street Orange CA 92867 953062939 501(c)(3) 40000 Education - 0-5 ORANGE COUNTY DEPARTMENT OF EDUCATION PO Box 9050 Costa Mesa CA 92626 956000943 501(c)(3) 161588 Education ORANGE COUNTY ADULT ACHIEVEMENT CENTER 225 West Carl Karcher Way Anaheim CA 92801 951863666 501(c)(3) 35000 Financial Stability - Workforce Development ORANGE COUNTY BAR FOUNDATION 313 N Birch Street Second Floor Santa Ana CA 92701 237068923 501(c)(3) 60358 Basic Needs - Medical Care ORANGE COUNTY RESCUE MISSION INC One Hope Drive Tustin CA 92782 952479552 501(c)(3) 54300 Basic Needs - Shelter PROVIDENCE SPEECH & HEARING CENTER 1301 Providence Avenue Orange CA 92868 956154473 501(c)(3) 68628 Basic Needs - Medical Care PROVIDENCE SPEECH & HEARING CENTER 1301 Providence Avenue Orange CA 92868 956154473 501(c)(3) 30000 Education - 0-5 REHABILITATION INSTITUTE OF SOUTHERN CA 1800 E La Veta Avenue Orange CA 92866 951792279 501(c)(3) 45000 Education - 0-5 SALVATION ARMY A CALIFORNIA CORP 941156347 501(c)(3) 44000 Basic Needs - Shelter ONEOC (SCIENCEOC) 1901 E Fourth Street Suite 100 Santa Ana CA 92705 952021700 501(c)(3) 45000 Education - K-12 SERVING PEOPLE IN NEED INC 151 Kalmus Dr Suite H-2 Costa Mesa CA 92626 330329687 501(c)(3) 61231 Basic Needs - Shelter SHARE OUR SELVES CORPORATION 1550 Superior Avenue Costa Mesa CA 92627 953222316 501(c)(3) 84689 Basic Needs - Medical Care SOUTH COUNTY OUTREACH 26776 Vista Terrace Lake Forest CA 92630 330330233 501(c)(3) 58250 Basic Needs - Food SOUTHWEST MINORITY ECONOMIC DEVELOPMENT 1601 W 2nd St Santa Ana CA 92703 953312805 501(c)(3) 68831 Basic Needs - Food ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL 31641 La Novia Avenue San Juan Capistrano CA 92675 953408913 501(c)(3) 25000 Education - K-12 STRAIGHT TALK CLINIC INC 5712 Camp St Cypress CA 90630 237134097 501(c)(3) 34950 Basic Needs - Shelter TALLER SAN JOSE 801 North Broadway Santa Ana CA 92701 593816355 501(c)(3) 64108 Financial Stability - Workforce Development THECAMBODIAN FAMILY 1626 East Fourth Street Santa Ana CA 92701 953854831 501(c)(3) 47568 Education - K-12 GAY & LESBIAN COMMUNITY SERVICES CTR OF OC 1605 N Spurgeon Street Santa Ana CA 92701 952934041 501(c)(3) 26250 Basic Needs - Medical Care THE GARY CENTER 341 S Hillcrest Street La Habra CA 90631 952752846 501(c)(3) 51000 Basic Needs - Medical Care THE ILLUMINATION FOUNDATION 2691 Richter Ave Suite 107 Irvine CA 92606 711047686 501(c)(3) 66050 Basic Needs - Shelter THE ILLUMINATION FOUNDATION 2691 Richter Ave Suite 107 Irvine CA 92606 711047686 501(c)(3) 7081 Basic Needs THE RAISE FOUNDATION 1920 E Warner Ave Ste A Santa Ana CA 92705 330240178 501(c)(3) 10800 Basic Needs T H I N K TOGETHER 2100 E Fourth Street Suite 200 Santa Ana CA 92705 330781751 501(c)(3) 50351 Education - K-12 PUBLIC HEALTH ENTERPRISES (EARLY LITERACY) 13200 Crossroads Pkwy N STE 135 City of Industry CA 91746 952557063 501(c)(3) 35000 Education - 0-5 THOMAS HOUSE TEMPORARY SHELTER PO Box 2737 Garden Grove CA 92842 330204757 501(c)(3) 55781 Basic Needs - Shelter TOBYS HOUSE 92 Argonaut Suite 205 Aliso Viejo CA 92656 330871193 501(c)(3) 40854 Basic Needs - Shelter UNITED CEREBRAL PALSY ASSOCIATION OF OC 980 Roosevelt Suite 100 Irvine CA 92620 951856340 501(c)(3) 66831 Basic Needs - Medical Care UNITED LABOR AGENCY OF ORANGE COUNTY 13252 Garden Grove Blvd Suite 101 Garden Grove CA 92843 330371293 501(c)(3) 57272 Basic Needs - Shelter UNITED WAY SACRAMENTO AREA 10389 Old Placerville Rd 200 Sacramento CA 95827 941225382 501(c)(3) 18742 Education VILLA CENTER INC 910 N French St Santa Ana CA 92701 952312323 501(c)(3) 52700 Basic Needs - Shelter VITAL LINK EDUCATION- BUSINESS CONSORTIUM PO Box 12064 Costa Mesa CA 92627 330632256 501(c)(3) 69500 Education VOCATIONAL VISIONS 26041 Pala Mission Viejo CA 92691 952972669 501(c)(3) 45000 Financial Stability - Workforce Development WESTERN YOUTH SERVICES 23461 South Pointe Dr Suite 220 Laguna Hills CA 92653 953407054 501(c)(3) 63750 Basic Needs - Medical Care WISEPLACE 1411 N Broadway Santa Ana CA 92706 951684796 501(c)(3) 70331 Basic Needs - Shelter WOMEN HELPING WOMEN 1800 East McFadden Ave Suite1A Santa Ana CA 92705 330576900 501(c)(3) 42568 Financial Stability - Workforce Development WORKING WARDROBES FOR A NEW START 3030 Pullman St A Costa Mesa CA 92626 330669145 501(c)(3) 5500 Financial Stability YOUNG MENS CHRISTIAN ASSOCIATION OF ANAHEIM 240 S Euclid Street Anaheim CA 92802 951709299 501(c)(3) 27568 Education - K-12 YOUTH EMPLOYMENT SERVICE OF THE HARBOR AREA INC 114 East 19th St Costa Mesa CA 92627 952704522 501(c)(3) 7851 Financial Stability YWCA OF NORTH ORANGE COUNTY 215 E Commonwealth Ave Ste F Fullerton CA 92832 951687482 501(c)(3) 24081 Education 102 0 GENERAL INFO - GRANTS & ASSISTANCE SCHEDULE I, PART I, Q2 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 MARIA WILCOX 258168 0 84100 0 54403 0 16500 7884 421055 0 0 TARYN K VIDOVICH 121900 0 25000 0 0 0 0 0 146900 0 0 COMPENSATION - HEALTH OR SOCIAL CLUB DUES SCHEDULE J, PART I, 1A THE MEMBERSHIP IS USED TO CONDUCT BUSINESS RELATED MEETINGS AND ENGAGEMENTS TO FURTHER ADVANCE THE MISSION OF THE ORGANIZATION. X 12 14000 SELLING PRICE X 18 308071 SELLING PRICE false true true SECURITIES DONATIONS SCHEDULE M LINE 9 THE ORGANIZATION UTILIZES AN UNRELATED OUTSIDE THIRD PARTY TO PROCESS AND SELL NON-CASH SECURITIES DONATIONS. VEHICLE DONATION CENTER SCHEDULE M LINE 6 THE ORGANIZATION UTILIZES AN UNRELATED OUTSIDE THIRD PARTY TO PROCESS VEHICLE DONATIONS. POLICIES - MONITOR AND COMPLIANCE ENFORCEMENT FORM 990 PART VI SECTION B Q.12C 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. POLICIES - COMPENSATION FORM 990 PART VI SECTION B, LINE 15A & B 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. OCUW'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 NONPROFITS 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 AND DEFERRED COMPENSATION. 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. DISCLOSURE - GOVERNING DOCS, CONFLICT OF INTEREST POLICY & FINANCIALS FORM 990 PART VI SECTION C, Q.19 THE FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. ANY OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. GOVERNING BODY & MGMT - REVIEW OF FORM 990 FORM 990 PART VI SECTION A, LINE 10 THE VICE PRESIDENT/CONTROLLER OF FINANCE WORKED CLOSELY WITH THE TAX PREPARER IN THE PREPARATION OF THE ORGANIZATION'S TAX RETURN. THE FINAL PRODUCT WAS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. GOVERNING BODY & MGMT - BUSINESS RELATIONSHIP FORM 990 PART VI SECTION A, Q.2 AL DEGRASSI AND THOMAS ROGERS SHARE A BUSINESS RELATIONSHIP. EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES FORM 990 PART III, Q.4A ALLOCATION POOL: ORANGE COUNTY UNITED WAY (OCUW) MOBILIZES THE CARING POWER OF OUR COMMUNITY TO MEET THE CRITICAL EDUCATION, INCOME, AND HEALTH NEEDS OF LOW-INCOME CHILDREN, FAMILIES AND ADULTS BY SUPPORTING AND LEADING RESEARCH BASED SOLUTIONS THAT ARE MEASURABLE AND EFFECTIVE. OCUW IS BUILDING THE CAPACITY OF THE NONPROFIT SECTOR AND DIRECTLY MEETING THE NEEDS OF OUR COMMUNITY THROUGH A NUMBER OF INVESTMENT STRATEGIES, INCLUDING: 1) COMPETITIVE GRANT FUNDING - OCUW DIRECTLY FUNDS AND PARTNERS WITH 92 LEADING NONPROFIT AGENCIES THROUGH OUR COMPETITIVE COMMUNITY IMPACT 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 AND FINANCIAL STABILITY SERVICES FOR LOW-INCOME WORKING FAMILIES. THESE INITIATIVES ARE STAFFED AND FUNDED THROUGH OCUW AND CREATE NEW OPPORTUNITIES TO LEVERAGE RESOURCES AND CREATE POWERFUL CHANGE IN OUR COMMUNITY. OCUW INITIATIVES INCLUDE DESTINATION GRADUATION, BANKING ON THE FUTURE AND SPARK POINT OC. EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES FORM 990 PART III, Q.4B PROGRAM SERVICE EXPENSE: PROGRAM SERVICE EXPENSE ALLOCATIONS ARE COMPRISED OF COMMUNITY IMPACT GRANT PROGRAMS AND INITIATIVES THAT FULFILL OUR MISSION. THEY INCLUDE $1.2 MILLION TOWARDS THE ADMINISTRATION, EVALUATION AND MONITORING OF ALL GRANT PARTNERSHIPS, SUPPORTING CRITICAL COMMUNITY COLLABORATIONS AND PARTNERSHIPS IN THE AREAS OF EDUCATION, INCOME AND HEALTH, ONGOING ASSESSMENT OF COMMUNITY NEEDS, MEASUREMENT AND REPORTING ON PROGRAM OUTCOMES, ADVOCACY AND EDUCATION, VOLUNTEER ENGAGEMENT AND MANAGEMENT, RESOURCE DEVELOPMENT AND DISTRIBUTION AND TRAINING FOR THE NONPROFIT SECTOR. EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES FORM 990 PART III, Q.4C DONOR DESIGNATED FUNDING: THROUGH OCUW DONOR DESIGNATED GIVING PROGRAM, OUR DONORS ARE ABLE TO SUPPORT CHARITIES OF THEIR CHOICE SUPPORTING IMPORTANT PROGRAMS THROUGHOUT ORANGE COUNTY AND SURROUNDING AREAS. OCUW STEWARDS THESE INVESTMENTS BY ENSURING DONOR DESIGNATIONS ARE ALLOCATED TO ORGANIZATIONS THAT QUALIFY UNDER THE CURRENT IRS TAX CODE. VOTING MEMBERS OF THE GOVERNING BODY FORM 990 PART I LINE 3 & 4 AND PART VII 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. DIRECTOR'S PERIODS OF SERVICE FORM 990 PART VII MAX GARDNER: VICE CHARIMAN/DIRECTOR 07/1/2010 TO 11/30/2010 AVERAGE HOURS PER WEEK: 5 INTERIM CEO/DIRECTOR 12/1/2010 TO 06/30/2011 AVERAGE HOURS PER WEEK: 45 MARIA WILCOX: PRESIDENT/CEO/DIRECTOR 07/1/2010 TO 11/30/2011 PETER CASE SECRETARY/DIRECTOR 07/1/2010 TO 04/5/2011 JEROME THODE SECRETARY/DIRECTOR 04/6/2011 TO 06/30/2011