2024-03-04T14:40:26-06:00 2023-06-30 BDO USA 221 N WALL STREET SUITE 400 SPOKANE WA 99201 990 2022-07-01 330047994 Orange County's United Way % EMILEE TELLO ORAN 9496607600 18012 MITCHELL SOUTH IRVINE CA 926146008 SUSAN B PARKS PRESIDENT & CEO 9492636153 2024-05-15 true SUSAN B PARKS 999009999 CINDY J JANIKOWSKI P00165179 5097478095 2 2022 2023-04-26 12:10:37Z SUSAN B PARKS 18012 MITCHELL SOUTH IRVINE CA 92614 35954065 false X www.unitedwayoc.org X 1940 CA To improve lives in Orange County by delivering measurable long-term solutions to complex issues in education, financial stability, health, and housing. 50 49 94 3724 0 0 67629732 35213467 0 0 190009 300393 -99196 -77549 67720545 35436311 60481302 24868789 0 0 5319584 5417233 0 0 2914159 2638244 2583327 68439130 32869349 -718585 2566962 28387789 35318073 4902946 7493024 23484843 27825049 X To improve lives in Orange County by delivering measurable long-term solutions to complex issues in education, financial stability, health, and housing. Orange County United Way is committed to breaking barriers and improving lives for everyone who lives here. We deliver programs and services countywide to advance the Education, Health, Housing and Financial Stability of people in Orange County. Through our three key initiatives-United for Student Success, United for Financial Security, and United to End Homelessness-we are working to ensure local students succeed, OC families gain financial security, and our neighbors experiencing homelessness find a place to call home. We step up to actively address the critical issues facing our community and we go the extra mile to make sure our residents have the support they need. We are committed to caring for one another. That's #TheOCWay. 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ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") NO. 740, INCOME TAXES ("ASC 740"), SURROUNDING ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS. ASC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. ASC 740 ALSO PROVIDES GUIDANCE ON ACCOUNTING FOR INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS. THE ORGANIZATION REPORTS INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS WITHIN ORGANIZATION ADMINISTRATION SUPPORT SERVICES IN THE STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. FORM 990 SCHEDULE D PART V LINE 4 PURPOSE - ENDOWMENT FUNDS THE PRINCIPLE OBJECTIVE OF THE ENDOWMENT FUND IS TO PROVIDE A SOURCE OF INCOME TO HELP FUND THE ORGANIZATION'S OPERATIONAL COSTS, THEREBY PROVIDING SOME PROTECTION AGAINST FLUCTUATIONS IN ANNUAL CAMPAIGN REVENUE AND MAXIMIZING THE AMOUNT OF RESOURCES FOCUSED ON THE COMMUNITY'S MOST CRITICAL ISSUES. FORM 990 SCHEDULE D PART XI LINE 4B & PART XII LINE 4B DONOR DESIGNATION AND DONOR DESIGNATION FEES SCH D PART XI LINE 4B and SCH D PART XII LINE 4B TOTAL: 3,877,605 FORM 990 SCHEUDLE D PART XI LINE 2D PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 589,115 WPF Breakfast 565537 530600 34937 22727 41360 50000 39413 Fall Fundraiswe 512050 500954 11096 2910 38303 3000 41680 0 1077587 1031554 46033 25637 79663 53000 81093 239393 -193360 true 211 ORANGE COUNTY 1505 E 17th St Ste 108 Santa Ana CA 92705 330063532 501c(3) 1079754 Human Services ABRAZAR INC 7101 Wyoming Street Westminster CA 92683 330301538 501c(3) 672999 Income ANAHEIM Elementary SCHOOL DISTRICT 1001 South East Street Anaheim CA 92805 956000119 Orange county 55500 Education ANAHEIM UNION HIGH SCHOOL DISTRICT 501N Crescent Way Anaheim CA 92801 956000120 Orange county 64000 Education BOYS & GIRLS CLUB OF CENTRAL ORANGE COAST 17701 Cowan Suite 110 Irvine CA 92614 951893417 501c(3) 12500 Education CAL STATE University Fullerton 800 N State coll Blvd Fullerton CA 92831 330567945 501c(3) 11000 Income Charitable Ventures of Orange County 1505 E 17th St 101 Santa Ana CA 92705 208756660 501c(3) 102500 Housing/Health Coalition of Orange County Community Clinics 515 Cabrillo Pk Dr 225 Santa Ana CA 92701 952900725 501c(3) 105000 Health/Human Services COMMUNITY ACTION PARTNERSHIP 11870 Monarch Garden Grove CA 92841 952452787 501c(3) 81500 Income/Health FRIENDSHIP SHELTER PO Box 4252 Laguna Beach CA 92652 330219404 501c(3) 72151 housing GARDEN GROVE UNIFIED SCHOOL DISTRICT 10331 Stanford Ave Garden Grove CA 92840 952378800 Orange county 32052 Education GOOD HANDS FOUNDATION po box 52362 Irvine CA 92619 471888690 501c(3) 74500 Income HUNTINGTON BEACH UNION HIGH SCHOOL DISTRICT 5832 Bolsa Ave Huntington Beach CA 92649 330514550 Orange County 6000 Education MERCY HOUSE LIVING CENTERS INC PO Box 1905 Santa Ana CA 92702 330315864 501c(3) 50000 Housing ONEOC 1901 E 4th St 100 Santa Ana CA 92705 952021700 501c(3) 106250 Health/Human Service ROADTRIP NATION 1626 Placentia Ave Costa Mesa CA 92627 263889207 501c(3) 10000 EDUCATION SECOND HARVEST FOOD BANK 8014 Marine Way Irvine CA 92618 320362611 501c(3) 13963 Health Community Health Initiative of Orange County 1505 E 17th St Ste 121 Santa Ana CA 92705 472671013 501c(3) 34394 Income/Health Orange County Department of Education 200 Kalmus Drive Costa Mesa CA 92626 956000943 501c(3) 357000 Health/Human Service Pure Game 22372 Woodbluff Rd Lake Forest CA 92630 264083785 501c(3) 20000 Education Volunteers of America of Los Angeles 3600 Wilshire Blvd Ste 1500 LA CA 90010 951691330 501c(3) 182593 Housing/Health Coastline Community College District 11460 Warner Ave Fountain Valley CA 92708 330094898 501c(3) 18439 Income CSUF-ASC Fullerton Auxiliary Services Corp 1121 N STATE COLLEGE BLVD Fullerton CA 92831 952081258 501c(3) 20000 Education Family Assistance Ministries 1030 Calle Negocio San Clemente CA 92673 330864870 501c(3) 70366 Income/Human Services Illumination Institute 10061 Talbert Ave 325 Fountain Valley CA 92708 812103843 501c(3) 105000 Housing Pacific Islander Health Partnership 12912 Brookhurst St 410 Garden Grove CA 92840 141911866 501c(3) 140000 Health/Human Service Second Baptist Church of Santa Ana 4300 Westminster Ave Santa Ana CA 92703 953290869 501c(3) 105000 Health/Human Service Shanti Orange County 23461 S Pt Dr 100 Laguna Hills CA 92653 330236592 501c(3) 105000 Health/Human Service The Cambodian Family 1626 E 4th St Santa Ana CA 92701 953854831 501c(3) 105000 Health/Human Service The Chrysalis Center 522 S Main St Los Angeles CA 90013 953972624 501c(3) 75516 Health/Human Service The TransLatin Coalition 3055 Wilshire Blvd 350 Los Angeles CA 90010 273801872 501c(3) 45000 Health/Human Service United American Indian Involvement 1125 W 6th Street Suite 103 Los Angeles CA 90026 952917933 501c(3) 90000 Health/Human Service Abiding Savior Lutheran Church 23262 El Toro Rd Lake Forest CA 92630 593081174 501c(3) 14000 Health/Human Service Abound Food Care 200 N Tustin Avenue Suite 110 Santa Ana CA 92705 872110835 501c(3) 125000 Health/Human Service Access California Services 631 S Brookhurst Street Suite 107 Anaheim CA 92804 330826205 501c(3) 17500 Income Alianza Translatinx 206 W Fourth Street Suite 420 Santa Ana CA 92701 852605193 501c(3) 140000 Health/Human Service Alzheimer's Orange County 2515 McCabe Way Irvine CA 92614 953702013 501c(3) 100000 Health/Human Service Arab American Civic Council 631 S Brookhurst Street 202 Anaheim CA 92804 453309117 501c(3) 25000 Health/Human Service Cancer Kinship 307 Placentia Avenue Suite 203 Newport Beach CA 92663 874802655 501c(3) 35000 Health/Human Service Centro Cultural de Mexico en el Condado de Orange PO Box 133 Santa Ana CA 92702 330614169 501c(3) 20000 Health/Human Service CHOC Children's Hospital of Orange County 1201 W La Veta Ave Orange CA 92868 952321786 501c(3) 356644 Health/Human Service CREER Comunidad y Familia PO Box 1347 San Juan Capistrano CA 92693 330486106 501c(3) 10000 Health/Human Service Families Forward 8 Thomas Irvine CA 92618 330864870 501c(3) 5752 Health/Human Service Grace Social and Medical Services 18326 Ward Street Fountain Valley CA 92708 454436246 501c(3) 20000 Health/Human Service Haitian Bridge Alliance 4265 Fairmount Ave 3280 San Diego CA 92105 813558713 501c(3) 20000 Health/Human Service Her Story Inc 1781 S Campton Avenue Suite 214 Anaheim CA 92805 872869897 501c(3) 25000 Health/Human Service Hope Community Services Inc 1538 N Century Blvd Santa Ana CA 92703 731098634 501c(3) 37500 Health/Human Service Hope Through Housing Foundation 9692 Haven Ave Suite 100 Rancho Cucamonga CA 91730 330802554 501c(3) 362000 Health/Human Service Institute for Healthcare Advancement 50 S Anaheim Blvd Anaheim CA 92805 330483197 501c(3) 357000 Health/Human Service La Habra Collaborative 341 Hillcrest Street La Habra CA 90631 472082315 501c(3) 25000 HEALTH/HUMAN SERVICES Marshallese Youth of Orange County 13101 Aspenwood Avenue Garden Grove CA 92840 364669816 501c(3) 25000 Health/Human Service MOMS Orange County 1128 W Santa Ana Blvd Santa Ana CA 92703 330518078 501c(3) 362000 Health/Human Service National Action Network Orange County 1133 Camelback Street 8656 Newport Beach CA 926589998 872696045 501c(3) 32500 Health/Human Service Oak Health Foundation 23141 Moulton Pkwy Suite 214 Laguna Hills CA 92653 824188943 501c(3) 37500 Health/Human Service Omid Multicultural Institute for Development 2101 Business Center Drive Suite 1 Irvine CA 92612 272337843 501c(3) 10000 Health/Human Service Operation Clean Slate 1578 Minorca Dr Costa Mesa CA 92626 330584810 501c(3) 23925 Education Orange County Asian and Pacific Islander Community 12912 Brookhurst Street Suite 410 Garden Grove CA 92840 912047245 501c(3) 20000 Health/Human Service Orange County Congregation Community Organization 310 W Broadway Anaheim CA 92805 953196836 501c(3) 362000 Health/Human Service Peace and Justice Law Center 2501 E Chapman Ave Ste 245 Fullerton CA 92833 861981490 501c(3) 20000 Health/Human Service Poverty Stoplight USA 6200 Hollywood Blvd Unit 2526 Los Angeles CA 90028 851525110 501c(3) 40000 Health/Human Service Providence Mission Hospital 27700 Medical Center Road Mission Viejo CA 92691 951643360 501c(3) 315250 Health/Human Service Qazizada Multicultural Therapy Clinic (QMTC) PO Box 10913 Costa Mesa CA 92627 922636920 501c(3) 20000 Health/Human Service Saahas for Cause 12626 Cuesta Street Cerritos CA 90703 842098056 501c(3) 25000 Health/Human Service San Francisco Solano Catholic Church 22082 Antonio Parkway Rancho Santa Margarita CA 92688 951190030 501c(3) 21000 Income Santiago de Compostela Church 21682 Lake Forest Drive Lake Forest CA 92630 953402508 501c(3) 18000 Income Segerstrom Center for the Arts 600 Town Center Drive Costa Mesa CA 92626 237287150 501c(3) 22236 Education SoulRapha aka Orange County Amazing Grace Minis 700 W First Street Suite 9 Tustin CA 92780 200900079 501c(3) 25000 Health/Human Service Southland Integrated Services Inc 9862 Chapman Avenue Garden Grove CA 92841 953403526 501c(3) 10000 Health/Human Service Special Service for Groups Inc 905 E 8th Street Los Angeles CA 90021 951716914 501c(3) 47500 Health/Human Service St Kilian Catholic Church 26872 Estanciero Drive Mission Viejo CA 92691 362171058 501c(3) 6000 Income The Enlightened Mentor Project 6709 La Tijera Blvd Suite 514 Los Angeles CA 90045 834302714 501c(3) 20000 Health/Human Service The Kennedy Commission 17701 Cowan Ave Irvine CA 92614 330959380 501c(3) 357000 Health/Human Service The Salvation Army 30840 Hawthorne Blvd Rancho Palos Verdes CA 90275 941156347 501c(3) 212000 Health/Human Service Tides Center PO Box 889385 Los Angeles CA 900889385 943213100 501c(3) 57500 Health/Human Service Tides Foundation PO Box 889389 Los Angeles CA 900889389 510198509 501c(3) 37500 Health/Human Service Urban Social Services and Advocacy PO Box 92544 Long Beach CA 90809 852537569 501c(3) 20000 Health/Human Service Viet-CARE PO Box 10624 Westminster CA 92685 272256238 501c(3) 20000 Health/Human Service Vietnamese American Cancer Foundation 17150 Newhope Street Suite 203 Fountain Valley CA 92708 912170415 501c(3) 362000 Health/Human Service YMCA of Orange County 13821 Newport Ave Tustin CA 92780 951644055 501c(3) 362000 Health/Human Service Zocalo 32742 Alipaz Street 76 San Juan Capistrano CA 92675 921128190 501c(3) 20000 Health/Human Service 80 SCHEDULE I PART I Line 2 GENERAL INFO - GRANTS & ASSISTANCE: Orange County's United Way monitors the use of grant funds by engaging in a formal grant agreement with the agency referencing the funded program and anticipated outcomes. Quarterly reports are required and measured against anticipated outcomes. In addition, updated financial statements and audit reports are required. Any performance problems with the grantee are monitored both by staff and the Community Impact Committee. X true true X X X false false false false false false false false false SUSAN B PARKS President, CEO 355206 69401 9150 8690 442447 8700 Chris Ticknor Chief Transformation Officer 215669 20000 653 236322 Mike Greene Vice President, Operations 140063 5000 4248 8690 158001 4109 Rebecca Heyhoe Executive Director, U2EH 134618 10000 3906 8690 157214 3790 Emilee Tello Chief Financial Officer 202858 20000 6282 11761 240901 6080 Tamara Thompson Vice President, Development 143353 4404 8690 156447 SCHEDULE J PART I Line 1A COMPENSATION - HEALTH OR SOCIAL CLUB DUES: THE MEMBERSHIP IS USED TO CONDUCT BUSINESS RELATED MEETINGS AND ENGAGEMENTS TO FURTHER ADVANCE THE MISSION OF THE ORGANIZATION. X 20 278361 FMV false true false FORM 990 SCHEDULE M LINE 9(B) THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990 PART I LINE 3 & 4 AND PART VII VOTING MEMBERS OF THE GOVERNING BODY: THE DISCREPANCY BETWEEN THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY AND THE TOTAL MEMBERS LISTED ON PART VII IS DUE TO SOME DIRECTORS BECOMING INACTIVE BEFORE THE END OF THE YEAR. FORM 990 PART III LINE 4A Orange County United Way is committed to ensuring local students succeed, OC families gain financial security, our neighbors experiencing homelessness find a place to call home, and everyone gets connected to the assistance they need. We serve hundreds of thousands of our residents by delivering crucial programs and services directly to our communities. Our unique approach comes from an understanding that Orange County's most critical issues are inter-related, and we must tackle them in an interconnected way to provide long-term solutions that break the cycle. This informs the work we focus on in our three key initiatives: United for Student Success, aims to ensure local students receive the support they need to stay on track in school and graduate on time ready for college, career, and life. Program offerings: . Destination Graduation engages, empowers, and inspires students from underserved districts to finish high school on time by providing tutoring and socio-emotional and academic support, and offers workshops where they learn valuable life skills such as financial literacy. . Youth Career Connections offers work-based learning opportunities that infuse classroom curriculums with real-world career experiences by connecting students directly to leading local employers for hands-on activities such as industry site visits, internships, and more. . Senior Year Mentorship Program helps motivated high school seniors from underrepresented districts stay on track to graduate on time. Mentoring from leading professionals and a robust virtual workshop series teach students essential life and career skills to position them for future success. United to End Homelessness is committed to ending homelessness in Orange County so that everyone has a place to call home. The goal is to activate immediate and long-term housing-first solutions across our community through collaboration with the county's top business, philanthropic, governmental, faith-based, and non-profit leaders. Programs: . WelcomeHomeOC is our housing navigation and landlord incentive program, which helps individuals and families who are experiencing homelessness and holding a rental assistance voucher to secure housing in private market apartments and ensures supportive services are provided so they can remain housed for the long-term. Since the program's inception in 2019, we have helped house more than 1,000 people experiencing homelessness. . Public Awareness & Education: We hold workshops, host community chats, and engage in broad public awareness activities to help break down myths surrounding homelessness and provide up-to-date statistics and best practices for solving homelessness in Orange County. . Housing Champions Advocacy Network recruits, trains, organizes, and equips local residents to engage in advocacy in their communities for solutions to end homelessness. Since 2020, we have trained 885 Housing Champions who have helped get 1,233 affordable and permanent supportive housing units approved in Orange County. United for Financial Security empowers Orange County families through programs that focus on the most essential tools to build financial stability. Programs: . OC Free Tax Prep helps families keep their hard-earned money by saving on preparation fees, claiming tax credits, and receiving their refunds quickly and safely, providing a safety net for local households to put toward bills, car repairs, groceries, and other basic needs. In 2023, the program made a $19.3 million impact on Orange County residents collectively. . SparkPoint OC promotes financial empowerment through free one-to-one financial coaching to increase income, manage credit, and build assets through savings and asset planning to reach goals like buying a home or paying for college. . UpSkill OC, our workforce development program, is an innovative, collaborative approach to bridging the skills gap in various industries and creating pathways to jobs that pay a living wage. We also continued our pandemic recovery efforts with Emergency Rental Assistance. In partnership with the city of Santa Ana, we helped distribute federal and state COVID-19 relief funding for emergency rental assistance to families so they could stay in their homes, avoid hunger, and have basic necessities during crisis. Additionally, we have been contracted by The OC Health Care Agency (HCA) Office of Population Health and Equity (OPHE) to administer and distribute $14.1 million of the Centers for Disease Control and Prevention (CDC) Health Equity grant. Through a collaborative approach, Orange County United Way carries out the Community Partner Engagement aspect of the CDC Health Equity grant, also referred to as the Equity in OC Initiative, as well as administer the various funding opportunities. The Equity in OC Initiative is a community-informed and data-driven initiative to address health inequities and disparities in Orange County by laying the foundation for creating a healthier, more resilient, and equitable Orange County. FORM 990 PART III LINE 4B EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4B. PROGRAM SERVICE EXPENSE PROGRAM SERVICE EXPENSE ALLOCATIONS ARE COMPRISED OF COMMUNITY IMPACT GRANT PROGRAMS AND INITIATIVES THAT FULFILL ORANGE COUNTY UNITED WAY'S MISSION. IN ADDITION TO RUNNING OUR OWN INITIATIVES, THIS INCLUDES PROGRAM MANAGEMENT OF COMMUNITY WIDE COLLABORATIVES. OCUW PROVIDES EVALUATION AND MONITORING OF ALL GRANT PARTNERSHIPS; SUPPORT OF CRITICAL COMMUNITY PARTNERSHIPS; LEADERSHIP AND PARTICIPATION IN COALITIONS AND COMMITTEES; COMMUNITY OUTREACH EFFORTS; CAPACITY TRAINING FOR FUNDED PARTNERS; VOLUNTEER ENGAGEMENT EFFORTS; AND STRATEGIC PARTNERSHIPS WITH LOCAL FUNDER COLLABORATIVES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND HOUSING. FORM 990 PART III LINE 4C EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES: 4C. DONOR DESIGNATED FUNDING THROUGH OCUW'S DONOR DESIGNATED GIVING PROGRAM, DONORS HAVE THE OPTION TO DESIGNATE THEIR GIFT TO THEIR CHARITY(IES) OF CHOICE, HELPING TO FACILITATE PHILANTHROPY TO MEET LOCAL COMMUNITY NEEDS. OCUW STEWARDS THESE INVESTMENTS BY ENSURING DONOR DESIGNATIONS ARE ALLOCATED TO ORGANIZATIONS THAT QUALIFY AS 501(C)(3) TAX DEDUCTIBLE ORGANIZATIONS UNDER CURRENT IRS TAX CODE LAW. FORM 990 PART VI SECTION A LINE 11B GOVERNING BODY & MGMT - REVIEW OF FORM 990: THE CFO WORKED CLOSELY WITH THE INDEPENDENT TAX PREPARER IN THE PREPARATION OF THE ORGANIZATION'S TAX RETURN. THE FINAL PRODUCT WAS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990 PART VI SECTION B LINE 12C POLICIES - MONITOR AND COMPLIANCE ENFORCEMENT: OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. CONFLICT STATEMENTS ARE REVIEWED ANNUALLY AND ANY STATED CONFLICT IS REVIEWED BY THE BOARD DEVELOPMENT COMMITTEE AND BY THE BOARD OF DIRECTORS FORM 990 PART VI SECTION B LINE 15A POLICIES - COMPENSATION: THE EXECUTIVE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT DIRECTORS RESPONSIBLE FOR REVIEW AND APPROVAL OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES. ORANGE COUNTY'S UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE RETENTION OF HIGH CALIBER EXECUTIVES. THE COMMITTEE CONSIDERS NUMEROUS FACTORS INCLUDING OCUW'S MISSION AND GOALS, COMPARABLE COMPENSATION OFFERED IN COMPARABLE MARKETS AND OVERALL PERFORMANCE OF THE CEO AND KEY EMPLOYEES. AS PART OF THE PROCESS THE COMMITTEE REVIEWS A SUMMARY OF SALARY DATA PUBLISHED IN COMPENSATION SURVEYS FROM INDEPENDENT SOURCES INCLUDING UNITED WAY WORLDWIDE AND REGIONAL DATA FROM OTHER NON-PROFITS IN SOUTHERN CALIFORNIA. THE COMMITTEE ALSO REVIEWED THE PERFORMANCE INCENTIVE PROGRAM. THIS PLAN IS DESIGNED TO REWARD PERFORMANCE BASED ON BOTH QUANTIFIABLE AND NON-QUANTIFIABLE SPECIFIC ORGANIZATIONAL DRIVERS. FINALLY, THE COMMITTEE REVIEWED AND DETERMINED OTHER COMPENSATION WHICH INCLUDES HEALTH AND WELFARE BENEFITS AND CONTRIBUTIONS TO A QUALIFIED RETIREMENT PLAN. THE COMMITTEE BELIEVES THE COMPENSATION PROGRAM AND INFORMATION DESCRIBED ABOVE IS IN LINE WITH ORANGE COUNTY UNITED WAY'S MISSION AND GOALS AND ACCURATELY REFLECTS A COMPETITIVE PROGRAM TO ATTRACT AND RETAIN HIGH LEVEL EXECUTIVES. FORM 990 PART VI SECTION C LINE 19 DISCLOSURE - GOVERNING DOCS, CONFLICT OF INTEREST POLICY & FINANCIALS: THE FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND GUIDESTAR. ANY OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART XI LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: $589,115