2025-04-02T14:45:34-05:00 2024-06-30 BDO USA 221 N WALL STREET SUITE 400 SPOKANE WA 99201 990 2023-07-01 330047994 Orange County's United Way % EMILEE TELLO ORAN 9496607600 18012 MITCHELL SOUTH IRVINE CA 926146008 EMILEE TELLO CFO 9492636153 2025-04-15 true true MATHEW FRERKER P01677675 5097478095 2023 2025-03-06 01:10:19Z SUSAN B PARKS IRVINE CA 92614 28330100 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. 53 52 144 3807 0 0 35213467 26408207 0 0 300393 575107 -77549 -126242 35436311 26857072 24868789 21353057 0 0 5417233 6337565 0 0 2398254 2583327 3530467 32869349 31221089 2566962 -4364017 35318073 33636837 7493024 7338131 27825049 26298706 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. THROUGH OUR 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 UNHOUSED NEIGHBORS FIND A PLACE TO CALL HOME. WE ALSO OFFER VITAL SUPPORT VIA 2-1-1 ORANGE COUNTY (211 OC), OUR KEY SERVICE THAT CONNECTS THOUSANDS OF RESIDENTS WITH HEALTH AND HUMAN SERVICE RESOURCES. THROUGHOUT 2024, WE CELEBRATED OUR CENTENNIAL, COMMEMORATING 100 YEARS OF IMPACT TOGETHER IN ORANGE COUNTY AND RECOMMITTING TO ANOTHER CENTURY OF MAKING A DIFFERENCE, CREATING BRIGHTER FUTURES FOR ALL, AND CARING FOR OUR COMMUNITY THE OC WAY. TO LEARN MORE OR DISCOVER HOW YOU CAN HELP, VISIT UNITEDWAYOC.ORG. 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4676311 31221089 FORM 990 SCHEDULE D PART X LINE 2: FIN48(ASC 740) LIABILITY FOR UNCERTAIN TAX POSITIONS THE ORGANIZATION IS EXEMPT FROM INCOME TAXES TO THE EXTENT PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION ("ASC") NO. 740, INCOME TAXES ("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: 4,676,311 FORM 990 SCHEUDLE D PART XI LINE 2D: PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 428,978 WPF Breakfast 571119 541768 29351 44245 34052 20437 38343 Fall Fundraiser 267309 248081 19228 30210 29062 34862 2250 43943 0 838428 789849 48579 30210 73307 68914 22687 82286 277404 -228825 true ABRAZAR INC 7101 WYOMING STREET WESTMINSTER CA 92683 330301538 501(C)(3) 712500 INCOME/EDUCATION SACRED PATH INDIGENOUS WELLNESS CENTER 2232 KINGBRIDGE COURT SAN DIMAS CA 91773 262716007 501(C)(3) 427637 HEALTH/HUMAN SERVICE ACCESS CALIFORNIA SERVICES 300 W CARL KARCHER WAY ANAHEIM CA 92801 330826205 501(C)(3) 193666 INCOME SECOND BAPTIST CHURCH OF SANTA ANA 4300 WESTMINSTER AVENUE SANTA ANA CA 92703 953290869 501(C)(3) 187500 HEALTH/HUMAN SERVICE SHANTI ORANGE COUNTY 23461 S POINTE DRIVE LAGUNA HILLS CA 92653 330236592 501(C)(3) 187500 HEALTH/HUMAN 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92804 611862040 501(C)(3) 7500 HEALTH/HUMAN SERVICE OC UNITED TOGETHER 418 W COMMONWEALTH FULLERTON CA 92832 463761517 501(C)(3) 7500 HEALTH/HUMAN SERVICE OLIVE COMMUNITY SERVICES INC 328 E COMMONWEALTH AVE FULLERTON CA 92832 812938405 501(C)(3) 7500 HEALTH/HUMAN SERVICE OMID MULTICULTURAL INSTITUTE FOR DEVELOPMEN 2101 BUSINESS CENTER DRIVE IRVINE CA 92612 272337843 501(C)(3) 7500 HEALTH/HUMAN SERVICE ORANGE COUNTY ASSOC FOR MENTAL HEALTH 1971 E 4TH STREET SANTA ANA CA 92705 952036972 501(C)(3) 7500 HEALTH/HUMAN SERVICE ORANGE COUNTY CHILDREN'S THERAPEUTIC 2215 N BROADWAY SANTA ANA CA 92706 330930891 501(C)(3) 7500 HEALTH/HUMAN SERVICE ORANGE COUNTY CHINESE COMUNITY SERVICE 53 HELIOTROPE LAKE FOREST CA 92630 384217667 501(C)(3) 7500 HEALTH/HUMAN SERVICE ORANGE COUNTY COMM ORG FOR RESPONSIBL 1505 E 17TH STREET SANTA ANA CA 92705 432092827 501(C)(3) 7500 HEALTH/HUMAN SERVICE ORANGE COUNTY FAMILY JUSTICE CENTER FDN 150 WEST VERMONT AVENUE ANAHEIM CA 92805 204088652 501(C)(3) 7500 HEALTH/HUMAN SERVICE ORANGE COUNTY HUMAN RELATIONS COUNCIL 1801 EDINGER AVENUE SANTA ANA CA 92705 330438086 501(C)(3) 7500 HEALTH/HUMAN SERVICE ORANGE UNIFIED PUBLIC SCHOOLS FDN 960 N TUSTIN STREET ORANGE CA 92867 330729327 501(C)(3) 7500 HEALTH/HUMAN SERVICE PEER VOICES OF OC 308 W CHAPMAN AVE ORANGE CA 92856 873791488 501(C)(3) 7500 HEALTH/HUMAN SERVICE POPPY LIFE CARE FOUNDATION INC 307 PLACENTIA AVE NEWPORT BEACH CA 92663 832081360 501(C)(3) 7500 HEALTH/HUMAN SERVICE PROMOTORESDE SALUD DE ORANGE COUNTY 309 S GARNSEY ST SANTA ANA CA 92701 873136702 501(C)(3) 7500 HEALTH/HUMAN SERVICE SABIL USA PO BOX 60473 IRVINE CA 92602 461100276 501(C)(3) 7500 HEALTH/HUMAN SERVICE SAKYA COMMUNITY SERVICE CENTER 1454 VOYAGER DR TUSTIN CA 92782 862588860 501(C)(3) 7500 HEALTH/HUMAN SERVICE SOCIAL & ENVIRONMENTAL ENTREPRENEURS INC 23564 CALABASAS ROAD CALABASAS CA 91302 954116679 501(C)(3) 7500 HEALTH/HUMAN SERVICE SOCIAL GOOD FUND INC 12651 SAN PABLO AVENUE RICHMOND CA 94805 461323531 501(C)(3) 7500 HEALTH/HUMAN SERVICE SONRISE COMMUNITY CHRISTIAN CHURCH 6940 KNOTT AVENUE BUENA PARK CA 90621 912148366 501(C)(3) 7500 HEALTH/HUMAN SERVICE SOUTH COAST CHINESE CULTURAL ASSOCIATION 9 TRUMAN STREET IRVINE CA 92620 953367525 501(C)(3) 7500 HEALTH/HUMAN SERVICE SOUTHERN CALIFORNIA YOUTH ENGAGEMENT ASSOC 2082 BUSINESS CENTER DR IRVINE CA 92612 883617733 501(C)(3) 7500 HEALTH/HUMAN SERVICE SOUTHLAND INTEGRATED SERVICES INC 9862 CHAPMAN AVENUE GARDEN GROVE CA 92841 953403526 501(C)(3) 7500 HEALTH/HUMAN SERVICE THE ELI HOME INC 1175 N EAST STREET ANAHEIM CA 92805 330189254 501(C)(3) 7500 HEALTH/HUMAN SERVICE THE NET FAMILY SUPPORT 131 N TUSTIN AVE TUSTIN CA 92780 922663885 501(C)(3) 7500 HEALTH/HUMAN SERVICE TIYYA FOUNDATION INC 505 NORTH TUSTIN AVENUE SANTA ANA CA 92705 273128801 501(C)(3) 7500 HEALTH/HUMAN SERVICE UNITED AMERICAN INDIAN INVOLVEMENT 1453 W TEMPLE ST LOS ANGELES CA 90026 952917933 501(C)(3) 7500 HEALTH/HUMAN SERVICE VIETNAMESE LANGUAGE ACCESS-ASSISTANCE 11811 VENICE BLVD LOS ANGELES CA 90066 881232354 501(C)(3) 7500 HEALTH/HUMAN SERVICE VINEYARD CHRISTIAN FELLOWSHIP OF ANAHEIM 5340 E LA PALMA AVE ANAHEIM CA 92807 953447927 501(C)(3) 7500 HEALTH/HUMAN SERVICE VISION Y COMPROMISO 15808 HESPERIAN BLVD SAN LORENZO CA 94580 320071651 501(C)(3) 7500 HEALTH/HUMAN SERVICE VROC - VIET RAINBOW OF ORANGE COUNTY 12832 GARDEN GROVE GARDEN GROVE CA 92843 465408967 501(C)(3) 7500 HEALTH/HUMAN SERVICE WALKING SHIELD INC 3100 AIRWAY AVENUE COSTA MESA CA 92626 330209754 501(C)(3) 7500 HEALTH/HUMAN SERVICE WELLNESS & PREVENTION FOUNDATION 700 AVENIDA PICO SAN CLEMENTE CA 92673 472443093 501(C)(3) 7500 HEALTH/HUMAN SERVICE ASIAN AMERICAN SENIOR CITIZENS SERVICE CENTER 850 N BIRCH STREET SANTA ANA CA 92701 330396096 501(C)(3) 6500 INCOME/HEALTH SECOND HARVEST FOOD BANK 8014 MARINE WAY IRVINE CA 92618 320362611 501(C)(3) 6150 HEALTH BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON LOS ANGELES CA 90015 261254255 501(C)(3) 6000 INCOME OUR SAVIORS LUTHERAN CHURCH AND SCHOOLS 200 AVENIDA SAN CLEMENTE CA 92672 953614203 501(C)(3) 6000 INCOME ST KILIAN CATHOLIC CHURCH 26872 ESTANCIERO DR MISSION VIEJO CA 92691 362171058 501(C)(3) 6000 INCOME UNIVERSITY OF CALIFORNIA IRVINE 2160 BARRANCA PKWY IRVINE CA 92606 952540117 501(C)(3) 6000 EDUCATION 142 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 X true true X X X false false false false false false false false false SUSAN B PARKS President, CEO 368851 0 83658 0 0 0 9387 0 9305 0 471201 0 9150 0 Emilee Tello Chief Financial Officer 213097 0 0 0 0 0 6600 0 12612 0 232309 0 6282 0 Chris Ticknor Chief Transformation Officer 224271 0 0 0 0 0 0 0 653 0 224924 0 0 0 Ann Ramirez Chief Strategy Officer 149044 0 0 0 0 0 5145 0 15587 0 169776 0 4075 0 TAMARA THOMPSON VICE PRESIDENT, DEVELOPMENT 148820 0 0 0 0 0 4580 0 9305 0 162705 0 4404 0 MIKE GREENE VICE PRESIDENT, OPERATIONS 143263 0 0 0 0 0 4380 0 9305 0 156948 0 4248 0 Rebecca Heyhoe Executive Director, U2EH 141142 0 0 0 0 0 4244 0 9305 0 154691 0 3906 0 SCHEDULE J PART I LINE 1A: COMPENSATION - HEALTH OR SOCIAL CLUB DUES: THE MEMBERSHIP IS USED TO CONDUCT BUSINESS RELATED MEETINGS AND ENGAGEMENTS TO FURTHER ADVANCE THE MISSION OF THE ORGANIZATION. X 15 1195624 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 III LINE 4A: ORANGE COUNTY UNITED WAY IS COMMITTED TO ENSURING LOCAL STUDENTS SUCCEED, OC FAMILIES GAIN FINANCIAL SECURITY, OUR UNHOUSED NEIGHBORS 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 THROUGH OUR KEY INITIATIVES AND KEY SERVICE: 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 AIMS TO INCREASE THE HIGH SCHOOL GRADUATION RATE BY HELPING BOTH STUDENTS AND PARENTS UNDERSTAND THAT HIGHER EDUCATION IS ATTAINABLE AND ACCESSIBLE, REGARDLESS OF BACKGROUND. OFFERINGS INCLUDE EXCITING COLLEGE AND CAREER EXPLORATION, FINANCIAL AID AND SCHOLARSHIP OPPORTUNITIES, COLLEGE FIELD TRIPS, APPLICATION SUPPORT, LEADERSHIP SKILLS, AND MORE. . 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 TO STAY ON TRACK AND 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 SAFE AND AFFORDABLE PLACE TO CALL HOME AND OPPORTUNITIES TO THRIVE. 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 NONPROFIT 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 1,150 PEOPLE EXPERIENCING HOMELESSNESS. . WHATEVER IT TAKES IS A NEW PILOT PROGRAM LAUNCHED WITH CALOPTIMA HEALTH FOR MEMBERS EXPERIENCING HOMELESSNESS AND HOUSING INSECURITY. THE PROGRAM EXPEDITES ACCESS TO FLEXIBLE FUNDS, INCENTIVIZES PROPERTY OWNERS, AND COORDINATES WITH 30+ COMMUNITY-BASED ORGANIZATIONS TO FIND POSITIVE RESOLUTIONS. . 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. 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 2024, THE PROGRAM MADE A $21.3 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. IN JULY 2023, WE ADDED OUR KEY SERVICE, 2-1-1 ORANGE COUNTY (211OC)-ALREADY RECOGNIZED AS A CRITICAL LINK FOR CONNECTING RESIDENTS TO COMMUNITY RESOURCES. THROUGH 211OC, RESOURCES ARE BEING ALLOCATED MORE EQUITABLY, SERVICES CAN BE ACCESSED MORE EFFECTIVELY, AND UNMET NEEDS AND BARRIERS ARE BEING IDENTIFIED SO WE CAN APPROPRIATELY ADDRESS THEM. COMPONENTS: . HOTLINE: A FREE, CONFIDENTIAL, 24/7 HOTLINE PROVIDES IMMEDIATE CONNECTIONS TO HEALTHCARE, HOUSING ASSISTANCE, FOOD SUPPORT, AND MORE. CALLERS CAN REACH HELP ANYTIME VIA PHONE, TEXT, OR WEB SEARCH. IN 2023, 211OC ANSWERED 475,363 CONTACTS FROM OC RESIDENTS. . PARTNER NETWORK: THOUSANDS OF HEALTH AND HUMAN SERVICE PROVIDERS COLLABORATE THROUGH OUR COMMUNITY INFORMATION EXCHANGE (CIE), DELIVERING WHOLE-PERSON SUPPORT AND ENSURING INDIVIDUALS AREN'T RETRAUMATIZED BY RETELLING THEIR STORIES. THIS ALLOWS FOR COMPASSIONATE, COORDINATED CARE. CURRENTLY, 211OC CONNECTS PEOPLE IN OC WITH 3,000+ SOCIAL SERVICES PROGRAMS. . COMMUNITY DATA AND INSIGHTS: THROUGH THE HOTLINE, PARTNER NETWORK, CIE, AND THE HOMELESS MANAGEMENT INFORMATION SYSTEM (HMIS), 211OC COLLECTS VITAL DATA THAT REVEALS COMMUNITY NEEDS AND SERVICE GAPS. ADDITIONALLY, WE HELPED ADDRESS HEALTH INEQUITIES IN OUR COMMUNITY OVER THE LAST SEVERAL YEARS BY PARTNERING WITH EQUITY IN OC, AN ORANGE COUNTY HEALTH CARE AGENCY INITIATIVE THAT HELPS PEOPLE IN UNDERSERVED AND MULTICULTURAL COMMUNITIES ATTAIN THEIR FULL HEALTH POTENTIAL. ORANGE COUNTY UNITED WAY CARRIED OUT COMMUNITY PARTNER ENGAGEMENT, INCLUDING RECRUITING AND WORKING WITH LOCAL GRASSROOTS ORGANIZATIONS AS WELL AS ADMINISTERING THE VARIOUS FUNDING OPPORTUNITIES. WHILE FUNDING FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION CAME TO AN END ON MAY 30, 2024, THROUGH THIS COLLABORATIVE EFFORT, ORANGE COUNTY UNITED WAY ADMINISTERED MORE THAN $13.1 MILLION TO 194 NONPROFIT ORGANIZATIONS COMMITTED TO ADVANCING HEALTH EQUITY IN OUR COMMUNITIES. 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 DESCRIB 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: $428,978 CONTRIBUTION OF NET ASSETS FROM 211OC: $824,400 TOTAL OTHER CHANGES IN NET ASSETS: $1,253,378 FORM 990 PART X LINE 3 AT TIMES, THE ORGANIZATION MAY RECIEVE GRANTS AND/OR PLEDGES THAT ARE RECOGNIZED AS CONTRIBUTION REVENUE IN THE PERIOD WHEN ALL THE CRITERA FOR REVENUE RECOGNITION HAVE BEEN MET BUT ARE SPENT IN SUBSEQUENT PERIODS DUE TO THE TIMING OF WHEN THE GRANTS AND/OR PLEDGES WERE RECEIVED, WHICH MAY RESULT IN A LOSS IN THOSE SUBSEQUENT PERIODS.