To learn more, visit unitedwayoc.org18012 Mitchell South, Irvine, CA 92614

thank you for joining us on our journey

2014 REPORT TO THE COMMUNITY

Driving ChangeO R A N G E C O U N T Y U N I T E D W A Y

re-writing the story for children and families

As we FACE the future together, we’re transforming the lives of children and families in Orange County by:

• Funding innovative programs that support community-wide 10-year goals

• Advocating for the voiceless to ensure policy and program improvement

• Collaborating with those who have the passion, expertise and resources needed

to drive change

• Educating businesses, local leaders and the public on the critical issues facing

our community

our goalsBy 2024, working as a united community, we will:

Improve Educational Outcomes by cutting the high school dropout rate in half

Increase Financial Stability by reducing family financial instability by one-quarter

Advance Health by ensuring that at least a third of our children live healthier lives

Stabilize Housing by reducing the percentage of homeless and housing-insecure children in half

Dedicated to Robert E. Palmer, 1956-2014Robert joined our Board in 2006, serving as chair from 2012-2014. Instrumental in the launch of FACE 2024 and our strategic plan, he is missed and fondly remembered as a passionate driver of change.

FACE 2024

Officers

Steven D. Allison, ChairCrowell & Moring LLP

Ken Lickel, Vice Chair Community Volunteer

Lisa Locklear, TreasurerIngram Micro, Inc.

Michael A. Johnson, SecretaryAutomobile Club of Southern California

Max Gardner, President & CEOOrange County United Way

Ben AlvaradoWells Fargo

Sherri BovinoGlobal, 1st Flagship Company

Paula Campbell Edison International

Steve Churm The Orange County Register

Karen D. Conlon California Association of Community Managers

Terry FeitDeloitte.

Michael FeldmanUnion Bank

Suzanne Fradette PricewaterhouseCoopers LLP Dr. Mildred Garcia California State University Fullerton

Reggie GilyardChapman University

Joseph C. Hensley US Bank

Sandra Hutchens Orange County Sheriff’s Department

Hector J. Infante Chevron

Jacqueline A. Brya Kelley Ernst & Young LLP

Robert E. Kent Key Information Systems Ian Leisegang J.P. Morgan

Henry Mendoza Link, Murrel & Company, LLP

David G. Meulmester KPMG LLP

Nancy Meyer Community Volunteer

John P. McGrath, PhD.Edwards Lifesciences, LLC

Al Mijares Orange County Department of Education Keith Morrison NBC TV Shirley Quackenbush Merrill Lynch Global Wealth Management

Michael Ray Western Digital Corporation

Mike Ruane CalOptima Ernest W. SchroederSchroeder Investment Partners, Inc.

Nella Webster O’GradyPalo Capital

James Wilson Enterprise Rent-A-Car

2014 Board of Directors

the roadmap to a stronger community

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When I tell people I work for United Way, they usually ask if I’m a fundraiser. And while dollars definitely fuel

our mission, there’s a more impactful story to tell about the work we do: United Way exists to drive change.

Here in Orange County, our role has expanded into that of a critical convener. We propel progress by

mobilizing local partners, helping community organizations plan for the future, and activating strategies

that make measurable differences in all our lives.

In 2013, we committed to a 10-year action plan called FACE 2024. An ambitious collaborative effort, its aim

is to create a stronger Orange County where everyone has access to a quality education, a sustainable

income, better health and stable housing—the building blocks for a good life.

From the beginning, we recognized that driving this monumental change would require incredible collective

effort. And it’s happening. United Way’s network is strong, with diverse partners every bit as committed

to reaching our shared goals. Our board is filled with leaders—hands-on champions who empower us

to do the work. By tapping into mutual aspirations and focusing on core issues, we unite people and

organizations to act. Thanks to your support, we are already moving the needle.

We bring you this report as a dashboard of the past year, and invite you to experience our story as told by

community members. They are our inspiration. I hope you’ll see that, while fundraising is a vital part of what

we do, our reach encompasses much more: With your help, we’re driving lasting change in Orange County.

Thank you,

Max L. Gardner

President & CEO

Dedicated to Robert E. Palmer, 1956-2014Robert joined our Board in 2006, serving as chair from 2012-2014. Instrumental in the launch of FACE 2024 and our strategic plan, he is missed and fondly remembered as a passionate driver of change.

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Driving Changein 2014, Orange County United Way helped change the story for 293,052 people in our community

the roadmap to a stronger community3,785Destination Graduation students

19,717students and educators reached by

academic and career-oriented programs

15,120community members receivedfree tax preparation services

200individuals participated in SparkPoint OC

financial literacy plans and programs

131,000adults enrolled in CoveredCalifornia health plans

297%of our goal to help more people in

Orange County get access to health care

1,704individuals and familiesreceived housing and shelter

education

income

health

housing

Many of these students will lack the

financial resources to care for their

families later in life. In fact, the decision

to drop out is a dangerous one for

students. Dropouts are more likely to be

unemployed, living in poverty, receiving

public assistance, in prison, unhealthy,

divorced or single parents with children

who drop out of high school themselves.

Educationimproving academic achievement, early-grade literacy and increasing on-time high school graduation

4,000 Orange County high school students drop out each year

90OUR OC READS INITIATIVE BROUGHT

TOGETHER MORE THAN 90 PARTNERS RANGING FROM

PEDIATRIC OFFICES TO

LIBRARIES TO AFTER-SCHOOL

PROGRAMS, SO THAT STUDENTS

LEARN TO READ BY THE THIRD

GRADE AND THEIR PARENTS

PLAY AN ACTIVE ROLE IN LITERACY

400+400+ STUDENTS ATTENDED

FREE STEM SUMMER CAMPS

9,0009,000 STUDENTS

HAD ACCESS TO COLLEGE PREP

INFORMATION INCLUDING

APPLYING AND PAYING

FOR SCHOOL

4

5

Dropout prevention starts early when parents and

children are engaged and have access to the tools

they need for academic achievement. Better-

educated students and an increase in graduation

rates will produce a better-prepared workforce.

we level the playing field by improving educational opportunities from cradle to career

Educationimproving academic achievement, early-grade literacy and increasing on-time high school graduation

The Boys & Girls Clubs of Santa Ana experienced great success over the summer months with the pilot of the Early Grade Literacy Program. It’s a great antidote for reducing the ‘summer slide’ in reading achievement and it increases parental engagement.

“United Way’s Destination Graduation program has given me the opportunity to go on several different career-oriented field trips that have helped me define my path for the next four years in college.” — Michela

4,000 Orange County high school students drop out each year

90OUR OC READS INITIATIVE BROUGHT

TOGETHER MORE THAN 90 PARTNERS RANGING FROM

PEDIATRIC OFFICES TO

LIBRARIES TO AFTER-SCHOOL

PROGRAMS, SO THAT STUDENTS

LEARN TO READ BY THE THIRD

GRADE AND THEIR PARENTS

PLAY AN ACTIVE ROLE IN LITERACY

400+400+ STUDENTS ATTENDED

FREE STEM SUMMER CAMPS

9,0009,000 STUDENTS

HAD ACCESS TO COLLEGE PREP

INFORMATION INCLUDING

APPLYING AND PAYING

FOR SCHOOL

90OUR OC READS INITIATIVE BROUGHT

TOGETHER MORE THAN 90 PARTNERS RANGING FROM

PEDIATRIC OFFICES TO

LIBRARIES TO AFTER-SCHOOL

PROGRAMS, SO THAT STUDENTS

LEARN TO READ BY THE THIRD

GRADE AND THEIR PARENTS

PLAY AN ACTIVE ROLE IN LITERACY

400+400+ STUDENTS ATTENDED

FREE STEM SUMMER CAMPS

9,0009,000 STUDENTS

HAD ACCESS TO COLLEGE PREP

INFORMATION INCLUDING

APPLYING AND PAYING

FOR SCHOOL

Since 1990, the number of Southern

Californians living in poverty has nearly

doubled. Startling on their own, these

statistics are often bellwethers for greater,

systemic problems. There is a direct link

between financial hardship and the poor

health and academic prospects of those

living in poverty.

Incomeincreasing financial stability through access to education and personalized planning services

in Orange County, 1 in 4 people live in poverty

we’re helping solve the equation through job training and financial literacy

15,120UNITED WAY’S FREE TAX PREP

PROGRAM SERVED 15,120INDIVIDUALS

$13 million

OUR OC FREE TAX PREP SERVICES HELPED

INDIVIDUALS AND FAMILIES COLLECT

MORE THAN $13 MILLION IN

FEDERAL AND STATE REFUNDS

THAT WOULD OTHERWISE

GO UNCLAIMED

6

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A locally driven, collaborative approach—one

that engages and mobilizes local business, non-

profit and government leaders and strategically

focuses our collective resources on tackling the

interconnected root causes—is the most effective

way to create lasting change. We focus on the

most important tools to gain financial stability:

job training, skills improvement and financial

management guidance and empowerment.

Reducing generational poverty and lessening

the burden on public resources contributes to a

thriving economy.

Incomeincreasing financial stability through access to education and personalized planning services

“The Automobile Club of Southern California and Orange County United Way share a legacy of helping people in need. Through United Way, we engage our employees to give back to the community where we live and work. Together, we have created a stronger and more caring community.”

—Michael A. Johnson, Senior Vice President, Members Services, Automobile Club of Southern California

“Although I am a college graduate, I found myself without a job. I attended an Employment Readiness Program, where the workshops equipped me with a refined resume, gave me confidence in interviewing skills, and a renewed appreciation for my real-world experience. I enjoyed mock interview experiences, submitted applications and phone interviews to hone my skills and get direct feedback. I found the best job I have ever had with an opportunity to build my career. Today, I coordinate marketing and distribution at a medical supply company in Orange County—with full medical benefits, a good salary and tremendous opportunities to grow within the organization.” — Samuel, former client of WHW

in Orange County, 1 in 4 people live in poverty

15,120UNITED WAY’S FREE TAX PREP

PROGRAM SERVED 15,120INDIVIDUALS

$13 million

OUR OC FREE TAX PREP SERVICES HELPED

INDIVIDUALS AND FAMILIES COLLECT

MORE THAN $13 MILLION IN

FEDERAL AND STATE REFUNDS

THAT WOULD OTHERWISE

GO UNCLAIMED

15,120UNITED WAY’S FREE TAX PREP

PROGRAM SERVED 15,120INDIVIDUALS

$13 million

OUR OC FREE TAX PREP SERVICES HELPED

INDIVIDUALS AND FAMILIES COLLECT

MORE THAN $13 MILLION IN

FEDERAL AND STATE REFUNDS

THAT WOULD OTHERWISE

GO UNCLAIMED

When families don’t have enough to eat or

are uncertain that food will be available,

they may choose low-quality meals or

fast food. When these children grow up,

they are more likely to face severe health

problems that may affect their ability to

work, support their families and live a

financially stable life.

Healthimproving access to health care, reducing childhood obesity

1/3 of Orange County children are overweight or obese; 13% of households are food-insecure

131,000 THE ORANGE COUNTY FOOD BANK

PROVIDED NEARLY 200 TONS

OF NON-PERISHABLES, 1 MILLION

POUNDS OF FRESH PRODUCE

AND 4 NEW AQUAPONIC FARMING

SYSTEMS TO ENABLE COMMUNITY

MEMBERS TO PRODUCE HEALTHY

FOOD, THANKS TO UNITED WAY

IN PARTNERSHIP WITH UNITED WAY,

THE SECOND HARVEST FOOD BANK

OF ORANGE COUNTY PROVIDED

MORE THAN 300,000

MEALS, INCLUDING FRESH

PRODUCE, TO FOOD-INSECURE

RESIDENTS AND AT-RISK CHILDREN

THROUGH THE COVERED OC COLLABORATIVE,

ORANGE COUNTY UNITED WAY

HELPED MORE THAN

131,000 RESIDENTS

ENROLL IN A COVERED CALIFORNIA

HEALTH PLAN, UP 297% BEYOND

PROJECTED ESTIMATES

200

300,000

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We work to improve the overall health of

our community through programs that

provide food, nutritional education, physical

fitness opportunities and access to quality

medical care. Healthier children will grow

up to be more productive members of our

community’s workforce.

we get to the heart of the matter by targeting healthy eating habits, increased physical activity and access to health care

Healthimproving access to health care, reducing childhood obesity

“Pacific Life and United Way work together because we recognize that there’s a great deal of disparity and a great deal of need here in Orange County. Together, we can provide resources to help combat our community’s biggest issues in education, income, health and housing.”

— Jim Morris, Chairman and CEO, Pacific Life Insurance Company

“As a cancer survivor, now I am able to purchase insurance through Covered California and don’t have to pay those high premiums due to a pre-existing condition.” — Maria

1/3 of Orange County children are overweight or obese; 13% of households are food-insecure

131,000 THE ORANGE COUNTY FOOD BANK

PROVIDED NEARLY 200 TONS

OF NON-PERISHABLES, 1 MILLION

POUNDS OF FRESH PRODUCE

AND 4 NEW AQUAPONIC FARMING

SYSTEMS TO ENABLE COMMUNITY

MEMBERS TO PRODUCE HEALTHY

FOOD, THANKS TO UNITED WAY

IN PARTNERSHIP WITH UNITED WAY,

THE SECOND HARVEST FOOD BANK

OF ORANGE COUNTY PROVIDED

MORE THAN 300,000

MEALS, INCLUDING FRESH

PRODUCE, TO FOOD-INSECURE

RESIDENTS AND AT-RISK CHILDREN

THROUGH THE COVERED OC COLLABORATIVE,

ORANGE COUNTY UNITED WAY

HELPED MORE THAN

131,000 RESIDENTS

ENROLL IN A COVERED CALIFORNIA

HEALTH PLAN, UP 297% BEYOND

PROJECTED ESTIMATES

200

300,000

131,000 THE ORANGE COUNTY FOOD BANK

PROVIDED NEARLY 200 TONS

OF NON-PERISHABLES, 1 MILLION

POUNDS OF FRESH PRODUCE

AND 4 NEW AQUAPONIC FARMING

SYSTEMS TO ENABLE COMMUNITY

MEMBERS TO PRODUCE HEALTHY

FOOD, THANKS TO UNITED WAY

IN PARTNERSHIP WITH UNITED WAY,

THE SECOND HARVEST FOOD BANK

OF ORANGE COUNTY PROVIDED

MORE THAN 300,000

MEALS, INCLUDING FRESH

PRODUCE, TO FOOD-INSECURE

RESIDENTS AND AT-RISK CHILDREN

THROUGH THE COVERED OC COLLABORATIVE,

ORANGE COUNTY UNITED WAY

HELPED MORE THAN

131,000 RESIDENTS

ENROLL IN A COVERED CALIFORNIA

HEALTH PLAN, UP 297% BEYOND

PROJECTED ESTIMATES

200

300,000

9

Families with children are among the

fastest growing segments of the homeless

population. Living arrangements for

homeless children can be precarious,

unstable, and at times dangerous. Without

stable housing, children are at greater risk

for family insecurity, challenges in school,

unpredictable income and poor health.

Housingending homelessness and helping to provide affordable, stable housing

“Southern California Edison partners with United Way because together, we can build better communities–a Southern California we can all celebrate for years to come. We can help those who cannot help themselves and we can be the voice for those who cannot speak for themselves.” —Gaddi H. Vasquez, Senior Vice President, Government Affairs,

Southern California Edison (former Director, United States Peace Corps)

30,000 school-age children in our county are homeless or housing-insecure

10

United Way programs help working families get

access to permanent, affordable housing. Helping

families avoid homelessness results in children

who are better able to learn in school, maintain

health and succeed in life.

Housingending homelessness and helping to provide affordable, stable housing

“I was living in a shelter with my nine-year-old son. Through Serving People in Need (SPIN), I got the help I needed to pay for move-in costs. They also connected me to SparkPoint OC where I was able to get a great job. Today I am managing my budget and working to complete my Associates degree.” — Elena, client of two United Way-supported programs

30,000 school-age children in our county are homeless or housing-insecure

“At Western Digital, it ’s important that we give something back to the community we live and work in–it ’s a part of our DNA. Supporting United Way makes us feel good, but we do it because it ’s the right thing to do.”

—Steve Milligan, President & CEO, Western Digital

5

22 SPARKPOINT CENTERS EXPANDED

INTO LOCAL GRADE SCHOOLS.

NOW 100 FAMILIES HAVE ACCESS

TO FINANCIAL COACHING AND

RENTAL ASSISTANCE SO THEIR

CHILDREN WON'T HAVE TO MOVE

FROM SCHOOL TO SCHOOL

5 RAPID REHOUSING PARTNERS

PLACED 1,182 HOMELESS OR

HOUSING-INSECURE FAMILIES

INTO PERMANENT HOUSING

5

22 SPARKPOINT CENTERS EXPANDED

INTO LOCAL GRADE SCHOOLS.

NOW 100 FAMILIES HAVE ACCESS

TO FINANCIAL COACHING AND

RENTAL ASSISTANCE SO THEIR

CHILDREN WON'T HAVE TO MOVE

FROM SCHOOL TO SCHOOL

5 RAPID REHOUSING PARTNERS

PLACED 1,182 HOMELESS OR

HOUSING-INSECURE FAMILIES

INTO PERMANENT HOUSING

United Way is closing the door on homelessness and providing a key to family stability

11

Local companies play an integral role through

their steadfast support of United Way. Their

shared commitment is making positive change

in the lives of tens of thousands of individuals

throughout Orange County.

This story will continue as the top businesses in

our community pledge ongoing support to FACE

2024. At this year’s campaign kickoff event,

leaders announced an annual fundraising goal

of $20 million.

12

Our Partners in change

Dimensions in Giving Partner

Exemplary Community Leader

Spirit of Orange County

Golden Key Partners

Edwards Lifesciences kicked off a high-energy workplace campaign.

13

in change 6th annual Walk United

June 29, 2014

More than $250,000 raised, a new record!

3,000+ men, women and children walked

Our 5K course covered the Angel Stadium grounds and the field

Presenting event sponsor Wells Fargo’s famous stagecoach

Destination Graduation students celebrated with participants at the finish line

Interactive rest stops put a face to Education, Income, Health and Housing in Orange County

Information booths shared vital resources available to community members

Three live bands entertained the crowd

Gourmet food trucks offered healthy options

Kids’ fun zone featured bounce houses, super heroes and princesses

All this added up to helping more people in the community gain self-sufficiency to create pathways for a better future

Tocqueville SocietyFrench philosopher Alexis de Tocqueville admired

the uniquely American tradition of “neighbor

helping neighbor” in Democracy in America.

The Orange County United Way Tocqueville

Society has grown to more than 275 community

and business leaders who join more than 26,000

members across the United States in making

a difference.

These visionaries are driving change through

their time, talent and philanthropic gifts. Society

members contribute $10,000 or more annually.

800 ThanksgivingsKnowing that many families in Orange County go

without the nutritious and festive foods that make

Thanksgiving a day of celebration, Tocqueville

Society members spent November giving back

to their neighbors in need. They gathered for

two days to assemble baskets filled with holiday

fixings and hope for 800 local families.

Individualsadvancing the common good

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“United Way is uniquely positioned to address key local issues because they have a vast network of strategic partners from all sectors that share the same goals in making Orange County an even better place to work and live.”

—Laura Khouri, President, Western National Property Management and Tocqueville Society Member

Tocqueville Society MembersLeading change throughout the Community

MILLION DOLLAR ROUNDTABLEMembers of United Way’s Million Dollar Roundtable have made a cumulative or outright gift or pledge of $1,000,000 or more. The National Society donors have made annual gifts of $100,000 or more.

TEN MILLION DOLLAR ROUNDTABLELaura Khouri and Michael K. Hayde L

FOUR MILLION DOLLAR ROUNDTABLE Nancy and Geoffrey Stack Family Foundation

THREE MILLION DOLLAR ROUNDTABLE David and Sandy Stone Paula K. Mathis Peter and Gail Ochs

TWO MILLION DOLLAR ROUNDTABLERobert A. and Joni Alter L

MILLION DOLLAR ROUNDTABLEJeffrey, Carol and Rebecca Burch Lee Ann Canaday Jack and Kingsley Croul Ranney E. and Priscilla Draper Kenneth and JoAnn Lickel Masson Family Foundation Michael L. and Nancy B. Meyer Steven S. Myers LGil and Nancy Rommel NATIONAL SOCIETYJohn Coyne

Orange Impact Society Members

L Legacy Circle members perpetuate their gifts through their estates

Individualsadvancing the common good Thomas and Bonnie Abate

Edwards Lifesciences LLC

Joe and Gina Andrukaitis L-3 Interstate Electronics Corporation

Lori and John Belli Ernst & Young LLP

Laura M. Benz

Dennis and Carol Berryman Pacific Development Group

Debbie C. Bolar Bolar Hirsch & Jennings LLP

Sherri Bovino Global, A 1st Flagship Company

Joe Brennan Fluor Corporation

Gregory Burden Owl International, Inc.

Paula Campbell Edison International

Janet Davidson and Richard Plat Retired Partner, Paul Hastings LLP

Suzanne Fradette and Steve Tucker PricewaterhouseCoopers LLP

Max and Artyn Gardner LOrange County United Way

Bruce Greenwood Costco Wholesale

Stephen B. Gross IHI Power Services Corp.

Nancy Handel

Donna HansenHolthouse, Carlin & Van Trigt LLP

Michele D. Johnson Latham & Watkins LLP

Jacqueline Brya Kelley and Stephen Kelley Ernst & Young LLP and Makaira Companies LLC

Knute and Joyce Kurtz PricewaterhouseCoopers LLP

Orville and Jeane Marlett

Gregg and Leanne Martin The Boeing Company

Geraldine and John McGrath Edwards Lifesciences LLC

David and Barrie Meulmester KPMG LLP

Renita Mollman Burns & McDonnell

Jim and Ann Morris Pacific Life Insurance Company

Linda and Mike Mussallem Edwards Lifesciences LLC

Nella Webster O’Grady and Kevin O’Grady LPalo Capital

Robert E. and Nancy Palmer Gibson, Dunn & Crutcher LLP

Dennis and Tami Parrott KPMG LLP

Laila and Dryden Pence Pence Wealth Management

Bill and Pat Podlich

David and Julianna Pyott FoundationAllergan Inc.

Jerry Rapport

Michael Ray Western Digital Corporation

Sarah J. “Sally” Anderson and Thomas B. Rogers LPlaza Bank

Mark and Dinah Stevens Fluor Corporation

Peter and Mary Tennyson Paul Hastings LLP and StashAll

Jeffrey T. Thomas Gibson, Dunn & Crutcher LLP

Jacqueline and Bill Thompson Surterre Properties, Inc.

William and Nancy Thompson

Shelley B. Thunen Endologix

John and Megan Waldeck Pacific Life Insurance Company

Gary and Patricia Wescombe

Arnold and Mabel Beckman Foundation

Brian and Tara Woolfolk Pacific Life Insurance Company

Richard YatesACCO Engineered Systems

Orange Impact Society Members invest $10,000 or more of their gifts in Community Impact

15

16

Kellie AamodtUPS

Panteha AbdollahiPaul Hastings LLP

Dr. Richard and Sally AfableHoag

Salman AlamWestern Digital Corporation

JoAnn AlbersAlbers Consulting, LLC

Hugh and Jennifer AllenAdvantage Car Exchange and Sanitation Districts of Los Angeles County

Steven and Kristy AllisonCrowell & Moring LLP

Harlan and Susan AritaBlue Sky Color of Imagination and Orange County United Way

Lawrence R. and Sandra C. ArmstrongWare Malcomb

Kenneth AshWestern Digital Corporation

Daniel and Sharon BaganUPS

Kevin and Lora BaldridgeIrvine Apartment Communities

Bill and Tara BalfourBank of America/Merrill Lynch and Cranbrook Capital Advisors Inc.

Ellen BancroftMorgan, Lewis & Bockius LLP

Tamara and Leo BarkerUPS

Terry FeitDeloitte.

Patrick FitzgeraldPricewaterhouseCoopers LLP

Monica FosterUPS

Ben FrancoisCanterbury Consulting Incorporated

Vito and Mary FranconeDeloitte.

John and Nancy FrenchErnst & Young LLP

Brian and Cheree GarbuttLee & Associates

Barry and Camille GershenovitzErnst & Young LLP

Loreen Gilbert, CIMA, AIF, CRC, CLTCWealthWise Financial Services

Reggie Gilyard and Suji WooChapman University

Monica Timpe Godfrey and Jeff GodfreyThe Timpe Group - Morgan Stanley

Michael GottliebErnst & Young LLP

Cindi Grace and Steve CampWestern Digital Corporation

Cynthia Stamper GraffLindora, Inc.

Robert Eastridge Graham and Samantha PriceMorgan Stanley-Newport Beach

Walter and Lola Green

Carolyn and William BeaverKPMG Retirees

Alan and Kimberly BickGibson, Dunn & Crutcher LLP

Howard and Katherine BlandKPMG Retirees

John and Tasia BoyleAutomobile Club of Southern California

Christopher and Kelly BrownKPMG LLP

Rusty and Debi BrownThe Word and Brown Companies

Wayne and Lyn CallCall & Jensen, APC

Jeff and Carol CarlileCarlile, Coatsworth Architects and Holthouse, Carlin & Van Trigt LLP

Joseph CarrilloWestern Digital Corporation

Nicole Carrillo and Keith HallOpus Bank and Nationwide Insurance

Rachid ChamtiehDeloitte.

BJ ChandlerPremier Transportation

Theodore and Lusiana ChangDeloitte.

Mark and Michelle ChaoDeloitte.

Steve and Cinda ChurmThe Orange County Register

Thomas ClarkePricewaterhouseCoopers LLP

Adrian GriggsPacific Life Insurance Company

Brie Griset Smith and Peter Marshall SmithOrange County United Way

Michael HajeckWestern Digital Corporation

Jeffrey HallUPS

Richard HartleyKPMG LLP

Gregory and Barbara HartnettFluor Corporation

Robert HaskellPacific Life Insurance Company

Robert HempsteadWestern Digital Corporation

Mark and Laurie HeniganIrvine Company

J. Jay Herron and Dana KleinO’Melveny & Myers LLP

Peter and Susan HitchUrban Associates

Craig and Jo HodgettsDeloitte.

Julie HoltJulie Holt Consulting

Linda and George HoriokaErnst & Young LLP and XSURA

Michael A. JohnsonAutomobile Club of Southern California

Christopher and Lauren JohnstonErnst & Young LLP

Mark and Kim ClemensKPMG LLP

Dr. Thomas and Dr. Cynthia Coad

Joseph and Kathleen ColemanSnell & Wilmer, L.L.P.

Victoria Collins, Ph.D, CFP and David CollinsYour Legacy Project

Karen D. ConlonCalifornia Association of Community Managers

Lawrence CortezThe Word and Brown Companies

Jeffrey and Bonnie DankbergDeloitte.

Roger and Marjorie Davisson

Suzanne and Ben DeJongErnst & Young LLP

Mike DenningErnst & Young LLP

Celina DokaKPMG LLP

Brian Drake and Diane Drake, Ph.DKPMG LLP

Greg and Julie DunlapDeloitte.

Scott Ecker and Heidi BrandlDeloitte. and IHP Capital Partners

Tricia EsserKTGY Group Inc., Architecture and Planning

Chip and Helen FedalenThe Irvine Company

Maho JordanErnst & Young LLP

Christy D. Joseph, Esq. and Jeff SchwalmSnell & Wilmer, L.L.P.

John C. KapposO’Melveny & Myers LLP

Adam and Rochelle KarrO’Melveny & Myers LLP

Timothy J. and Marianne KaySnell & Wilmer, L.L.P.

Joan and Eamon KellyBonTerra Psomas

Lisa Konn and Naveed HakimDeloitte.

John and Christine KoontzAlcon Labs

Ian and Sally-Anne LeisegangJ.P. Morgan

Kim Letch and Nigel StobartErnst & Young LLP

Tina and Marc LeyIrvine Company

Marcus and Kenna LittleOakley and MOMS Orange County

Lisa and Mark LocklearIngram Micro Inc.

Robert W. LoewenGibson, Dunn & Crutcher LLP

Rob LucentiDeloitte.

Sue MamerMamer Financial Group Wells Fargo Advisors LLC

TOCQUEVILLE SOCIETY MEMBERS

17

Adam and Sarah Markman

Brian and Michelle L. MaryottWells Fargo Advisors and Gibson Dunn & Crutcher LLP

Jennifer and Tony MathewsBank of America

Jerry and Karen MattesUPS

Joe and Christina MautheDeloitte.

Scott and Cheryl McCarleyUPS

Matt and Diana McCutchenDeloitte.

Bill Mecklenburg and Christine Condino-MecklenburgSES Insurance Brokerage Services Inc. and Coast to Coast Destinations

Gene and Rose MergelmeyerAssurant Specialty Property

Janie MerkleRE/MAX Fine Homes

Juliette Meunier and Tim CannonErnst & Young LLP

Paula E. Meyer, Esq.Paula E. Meyer & Associates, APC

Steve MilliganWestern Digital Corporation

James J. MoloneyGibson, Dunn & Crutcher LLP

Daniel A. Sasse and Anne M. BraffordCrowell & Moring LLP and the Law Offices of Anne M. Brafford

Joy Schaefer and Greg SkaggsGolden Eagle Advisors LLC

James J. Scheinkman and Cindy EdenSnell & Wilmer, L.L.P.

Christine ScheunemanPillsbury, Winthrop, Shaw, Pittman LLP

Donna and Ernest SchroederSchroeder Investment Partners, Inc.

Julie A. ShafilIMS Information Management Specialists

Michael and Barbara ShangrawErnst & Young LLP

Hamid and Melissa ShokrgozarViking Technology a division of Sanmina

John and Renee SimonisPaul Hastings LLP

Sudeep SinghDeloitte.

Jeff SingletarySnell & Wilmer, L.L.P.

Randy and Danette SmithUPS

Chahira SolhCrowell & Moring LLP

Cheryl and Joe MorenoErnst & Young LLP

Colin MorganWestern Digital Corporation

Donald L. Morrow and Judy J. JohnsonPaul Hastings LLP

James and Karen MurphyWestern Digital Corporation

Haunani NakabaraKPMG LLP

Scott S. Nelson and Catherine M. NelsonErnst & Young LLP

Pamela NewcombCounty of Orange Board of Supervisors

Gregory NjoesPricewaterhouseCoopers LLP

Andrew and Janice ParnesShea Homes

Sean and Tammy PeasleyDeloitte.

Lisa Perrine and Bob KuhelCibola Systems

Michelle and Paul PrescottDeloitte.

Gina and Tom PrimeauxDeloitte.

Rebecca L. ProcsalKPMG LLP

Shirley and Steve Quackenbush LMerrill Lynch Global Wealth Management and Container Freight/EIT, LLC

Marshall and Maria SolomonDeloitte.

Gabriel Steffens and Katherine BellTIAA-CREF and Paul Hastings LLP

Tina StoliarKPMG LLP

Dave and Christine SullivanDeloitte.

Tom and Marilyn Sutton

Brandon SylviaRutan & Tucker LLP

Gregory ThelinWestern Digital Corporation

Angela ThompsonUPS

Helen and Conrad TimpeThe Timpe Group - Morgan Stanley

Kim and Kathleen ToblerErnst & Young LLP

Khanh T. Tran and Debi DuongPacific Life Insurance Company

Michael TranWestern Digital Corporation

Dawn TrautmanPacific Life Insurance Company

Julie R. TrotterCall & Jensen, APC

John and Kirsten ValentaDeloitte.

Carla L. VargasOrange County United Way

Kalpana RamakrishnanKPMG LLP

Rick and Vickie RaysonDeloitte.

Jeffrey and Andrea ReevesGibson, Dunn & Crutcher LLP

Michelle A. ReinglassADR Office of Michelle A. Reinglass/Judicate West

Richard ReismanOrange County Business Journal

Jeffrey M. ReisnerIrell & Manella LLP

Ed and Anita RichardsAlcon Labs

Matthew RinkAlcon Labs

Thomas J. RoachErnst & Young LLP

The Robinson Foundation

Duleep and Lisa RodrigoKPMG LLP

J. Steven and Kimberly RoushPricewaterhouseCoopers LLP and All-Star Executive Coaching

Michael P. and Shannon RussellMohr Partners, Inc.

Dean and Terri SamsvickKPMG LLP

Eric and Joy SandersAllergan Inc.

Taryn and Warren VidovichBlue Sky Color of Imagination

Joseph M. ViglioneWestern Digital Corporation

Jennifer WilliamsBank of America

Susan and Brett WilliamsonO’Melveny & Myers LLP

Gary WilsonPricewaterhouseCoopers LLP

James WilsonEnterprise Rent-A-Car

Gabrielle WirthDorsey & Whitney LLP

Dr. Tammy WongFostering Executive Leadership

Lance and Jeanie WoodPricewaterhouseCoopers LLP

Josh and Andrea WoodsBeckman Coulter, Inc. and Ernst & Young LLP

John and Dawn WordThe Word and Brown Companies

Severio WorthingtonWestern Digital Corporation

Meryl and George YoungGibson, Dunn & Crutcher LLP

Peter and Cindy ZofreaErnst & Young LLP

12 Members Have Chosen to Remain Anonymous

$14,534,44379% 83%

10%

7%

$1,962,26711%

$1,923,74010%

$18,420,450

workplace grants & programs

fundraising

administration & general

community

other

total annual campaign

18

revenue snapshotWORKPLACE includes charitable funds through United Way campaigns at participating companies whose employees live and/or work in Orange County

COMMUNITY includes individual donors giving outside a workplace campaign

OTHER includes endowment, events, as well as corporate and community grants

In 2014, Orange County United Way raised $18,420,450 to ensure Orange

County residents achieve their fullest potential by focusing on Education,

Income, Health and Housing—the building blocks for a good life.

investment snapshotGRANTS & PROGRAMS includes funding support of nonprofit service providers; community leadership; program development and implementation; community education; advocacy; volunteer and donor engagement; facilitation of philanthropy; community partnerships; nonprofit capacity-building and training efforts; issue expertise and research; and support staffing

FUNDRAISING includes the costs associated with raising money to support United Way’s mission

ADMINISTRATION & GENERAL activities include finance, IT and marketing services that support Orange County United Way

Financials

19

2013-2014 financial highlights

2013-2014

STATEMENTS OF FINANCIAL POSITION 6/30/2013 6/30/2014Total Assets $27,545,408 $26,062,463

Less Total Liabilities <$10,458,897> <$8,806,713>

Total Net Assets $17,086,511 $17,255,750

STATEMENTS OF ACTIVITIES Annual Campaign $17,832,829 $18,420,450

Provision for Uncollectible Pledges ($407,518) ($443,759)

Other Income $996,237 $1,123,104

Total Revenue $18,421,548 $19,099,795

Grants and Programs $6,758,948 $7,010,789

Donor Designations $8,257,793 $8,784,321

Fundraising, Administration & General $3,083,242 $3,135,446

Total Grants, Designations and Expenses $18,099,983 $18,930,556

Change in Net Assets $321,565 $169,239

Net Assets – Beginning of Year $16,764,946 $17,086,511

Net Assets – End of Year $17,086,511 $17,255,750

The complete financial statements for Orange County United Way for fiscal years 2013 and 2014 audited by BDO USA, LLP are available at www.unitedwayoc.org/accountability.

Financials

To learn more, visit unitedwayoc.org18012 Mitchell South, Irvine, CA 92614

thank you for joining us on our journey

2014 REPORT TO THE COMMUNITY

Driving ChangeO R A N G E C O U N T Y U N I T E D W A Y

re-writing the story for children and families