2023-05-10T07:26:52-05:00 2022-06-30 366055558 GRANT THORNTON LLP 75 STATE STREET 13TH FLOOR BOSTON MA 02109 990 2021-07-01 952274801 UNITED WAY INC UNIT 2138086220 1150 S OLIVE STREET SUITE T500 LOS ANGELES CA 90015 ELISE BUIK PRESIDENT AND CEO 2138086220 2023-05-09 1 ELISE BUIK 999009999 ERIN COUTURE P01390592 6177237900 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z UNITED WAY OF GREATER LOS ANGELES ELISE BUIK 1150 S OLIVE STREET SUITE T500 LOS ANGELES CA 90015 51012225 0 X WWW.UNITEDWAYLA.ORG X 1962 CA TO PERMANENTLY BREAK THE CYCLE OF POVERTY FOR OUR MOST VULNERABLE NEIGHBORS: (CONT. ON SCH. O)LOW-INCOME FAMILIES, CHILDREN, VETERANS AND PEOPLE EXPERIENCING HOMELESSNESS. 32 32 93 500 0 0 66980133 47937252 0 0 380127 472416 1402154 1192422 68762414 49602090 23798297 28276244 0 0 9733927 8411190 167206 168122 3956891 7334697 7299726 41034127 44155282 27728287 5446808 90203286 90002015 14327242 8897275 75876044 81104740 X TO PERMANENTLY BREAK THE CYCLE OF POVERTY FOR OUR MOST VULNERABLE NEIGHBORS: LOW-INCOME FAMILIES, CHILDREN, VETERANS AND PEOPLE EXPERIENCING HOMELESSNESS. 0 0 23044121 16291387 0 FROM OUR PROGRAM PERTAINING TO ACCESS TO HOUSING, OUR GOAL IS TO TURN THE BEST LESSONS OF THE PANDEMIC CRISIS INTO BOLD PROGRAMS THAT COMPLEMENT THE REGION'S APPROACH TO THE CRISIS AT EVERY STEP: ON THE STREET, IN THE SHELTERS, AND EVEN WITH THE MISSING PIECE OF HOUSING CONSTRUCTION. SEE SCHEDULE O FOR FURTHER DETAILS. 360817 255085 0 IN OUR ENDEAVORS TO IMPROVE EDUCATION, OUR GOAL IS TO CONTINUE TO SUPPORT OUR PARTNERS AND DEVELOP BEST PRACTICES IN HELPING OUR MOST VULNERABLE STUDENTS. WE SUPPORT BRIDGING THE DIGITAL DIVIDE TO ENSURE STUDENTS CAN LEARN AND THRIVE. WE AMPLIFY THE VOICES OF PARENTS AND STUDENTS (CLASS) AND CONTINUE TO SUPPORT OUR YOUNG CIVIC LEADERS (YCLP). SEE SCHEDULE O FOR FURTHER DETAILS. 3503207 2476645 0 IN OUR WORK AIMED AT IMPROVING FINANCIAL STABILITY, OUR GOAL IS TO CONTINUE TO COLLABORATE WITH OUR PARTNERS TO ENSURE OUR MOST VULNERABLE NEIGHBORS, INCLUDING PEOPLE NOT ELIGIBLE FOR FEDERAL BENEFITS, HAVE THE HELP THAT THEY NEED TO WEATHER THE ONGOING FINANCIAL CRISIS. WE WILL SPREAD THE WORD AS NEW TAX INITIATIVES ARE DIRECTED AT WORKING FAMILIES TO HELP THEM THRIVE. SEE SCHEDULE O FOR FURTHER DETAILS. 9253127 9253127 122983 OTHER PROGRAM SERVICES - DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS: ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED $9,253,127 IN DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS. 9253127 9253127 122983 36161272 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 60 0 1 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LINING LEE RECENDEZ 2138086399 1150 S OLIVE STREET SUITE T500 LOS ANGELES CA 90015 LARRY JAMES CHAIR 5.00 0.00 X X 0 0 0 RUDY MEDINA CORPORATE SECRETARY 5.00 0.00 X X 0 0 0 ADELE BERWANGER BOARD MEMBER 1.00 0.00 X 0 0 0 CHRIS CAREY BOARD MEMBER 5.00 0.00 X 0 0 0 ALEX MARTIN CHAVES BOARD MEMBER 1.00 0.00 X 0 0 0 CAROLINE CHOE BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT COHEN BOARD MEMBER 1.00 0.00 X 0 0 0 LISA CLERI REALE BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN DEMOFF BOARD MEMBER 1.00 0.00 X 0 0 0 SANDRA HRNA BOARD MEMBER 1.00 0.00 X 0 0 0 RON HERRERA EX-OFFICIO 1.00 0.00 X 0 0 0 MARC HICKMAN BOARD MEMBER 1.00 0.00 X 0 0 0 DARLENE HOPKINS BOARD MEMBER 1.00 0.00 X 0 0 0 STEWART KWOH BOARD MEMBER 1.00 0.00 X 0 0 0 BRAD LARSEN BOARD MEMBER 1.00 0.00 X 0 0 0 ROBYN LAWHON BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL LAWSON BOARD MEMBER 1.00 0.00 X 0 0 0 MARK LOUCHHEIM BOARD MEMBER 1.00 0.00 X 0 0 0 SEAN MCBURNEY BOARD MEMBER 1.00 0.00 X 0 0 0 JULIE MILLER-PHIPPS BOARD MEMBER 1.00 0.00 X 0 0 0 JERRY NEUMAN BOARD MEMBER 1.00 0.00 X 0 0 0 IRENE OH BOARD MEMBER 1.00 0.00 X 0 0 0 LUIS PATINO BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 MARK PHAIR BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 DOMINIC PORPORINO BOARD MEMBER 1.00 0.00 X 0 0 0 RICHARD RAFFETTO BOARD MEMBER 1.00 0.00 X 0 0 0 ERIK ROBINSON BOARD MEMBER 1.00 0.00 X 0 0 0 MARIA SALINAS BOARD MEMBER 1.00 0.00 X 0 0 0 MARTHA SANTANA-CHIN BOARD MEMBER 1.00 0.00 X 0 0 0 NATALIE SCHILLING BOARD MEMBER 1.00 0.00 X 0 0 0 JADE SHOPP BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL SILACCI BOARD MEMBER 1.00 0.00 X 0 0 0 RENATA SIMRIL BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELLE WROAN BOARD MEMBER 1.00 0.00 X 0 0 0 ELISE BUIK PRESIDENT & CEO 50.00 0.00 X 567471 0 252102 LINING RECENDEZ VP, FINANCE 50.00 0.00 X 215092 0 52147 TAULENE KAGAN VP, SPECIAL PROJECTS & INITIATIVES 50.00 0.00 X 215289 0 52750 OSCAR CRUZ CHIEF OPERATING OFF. - PART YEAR 50.00 0.00 X 187236 0 19993 CHRIS KO VP, IMPACT & STRATEGY 50.00 0.00 X 178876 0 20559 THOMAS NEWMAN VP, ENGAGEMENT & ACTIVATION 50.00 0.00 X 144834 0 25577 DAVID TRAN DIRECTOR, FINANCE 50.00 0.00 X 134989 0 21569 CARTER HEWGLEY DIRECTOR, HOMELESSNESS INITIATIVES 50.00 0.00 X 141722 0 10424 CRISTIAN YANCEY DIRECTOR, MARKETING & EVENTS 50.00 0.00 X 135235 0 15541 ELICIA LOPEZ DIR., INDIVID. GIVING - PART YEAR 50.00 0.00 X 124679 0 8603 2045423 0 479265 19 0 1 0 SWELL CREATIVE GROUP (FUNDED BY GRANTS) 1920 HILLHURST AVE 436 LOS ANGELES CA 90027 DIGITAL COMM. & DESIGN 1346651 VERITIMO 2420 HARLEM BLVD ROCKFORD IL 61103 IT MANAGEMENT 470880 SLAY EVENT MANAGEMENT & CONSULTING 325 CULVER BLVD 4 PLAYA DEL REY CA 90293 EVENTS MANAGEMENT 460629 MAL WARWICK ASSOCIATES 2550 NINETH ST 103 BERKELEY CA 94710 DIRECT MAIL & DIG. FUND. 214947 GLOBAL POLICY LEADERSHIP ACADEMY 404 EUCLID AVE 212 SAN DIEGO CA 92114 RESEARCH & MEETING FACILITATION 155161 7 1673952 46263300 167868 47937252 455661 455661 1439 1439 1426890 1410135 16755 16755 16755 ADMIN FEE AND EXPENSE 900099 1102412 122983 979429 ALL OTHER REVENUE 900099 88571 88571 1190983 49602090 122983 0 1541855 28276244 28276244 1193097 488216 408853 296028 5612199 2815926 1235893 1560380 574689 176974 273184 124531 472968 243072 75154 154742 558237 271640 138107 148490 17587 17587 28956 28956 126400 126400 163459 163459 168122 168122 31865 31865 3200501 2075043 525527 599931 343119 94702 34598 213819 355903 157550 107093 91260 652472 276710 190955 184807 879380 414717 316611 148052 72399 45827 14821 11751 102634 66219 21762 14653 7833 3368 3055 1410 498922 214536 194580 89806 124711 53626 48637 22448 109358 47024 42650 19684 MISCELLANEOUS EXPENSES 584227 276419 200831 106977 44155282 36161272 4037119 3956891 44135929 45095279 57305 0 12162511 9546654 987332 1238483 213820 726567 1961528 1621720 464518 339808 31763176 30186529 2450000 418695 418695 90203286 90002015 2240605 2960164 9000180 4003427 0 0 418695 418695 2667762 1514989 14327242 8897275 X 42206303 42120400 33669741 38984340 75876044 81104740 90203286 90002015 X 5446808 -2082955 1864843 X 0 1 X 1 0 X 45378145 57990208 57856988 66980133 47937252 276142726 45378145 57990208 57856988 66980133 47937252 276142726 31971175 244171551 271853 318073 290572 304919 457100 1642517 691258 1017796 1374759 1215232 1068000 5367045 283152288 983561 0.86230 0.86110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 25379 0 0 1 6180 1 202055 0 1 51630 285244 0 SCHEDULE C, PART II-B, LOBBYING ACTIVITIES 1C - THE ORGANIZATION USED PAID MEDIA ON THE INTERNET AS WELL AS IN PRINT AND OUTDOOR ADVERTISING TO BUILD SUPPORT FOR PERMANENT SOLUTIONS TO HOMELESSNESS (AS COMPARED TO TEMPORARY AND SHORT TERM FIXES). THESE PAID ADS DISCUSSED ACTIVE EFFORTS UNDERWAY ACROSS L.A. COUNTY, INCLUDING THE LEGISLATION (SB679) THAT UWGLA SPONSORED IN SACRAMENTO AND POLICY CHANGE EFFORTS AT THE COUNTY AND CITY OF LOS ANGELES. 1F - THE ORGANIZATION PROVIDED GRANTS TO OTHER ORGANIZATIONS IN ORDER TO INCREASE THEIR CAPACITY TO ENGAGE IN POLICY WORK BROADLY. THIS INCLUDES DIRECT SUPPORT TO NON-CANDIDATE BALLOT MEASURE CAMPAIGNTS, PUBLIC EDUCATION WORKFOR EXAMPLE, TALKING ABOUT THE CAUSES AND SOLUTIONS TO HOMELESSNESSAS WELL AS LOBBYING WORK LIKE ACTIVATING THEIR OWN SUPPORTERS AND MEMBERS TO CONTACT ELECTED OFFICIALS. 1G - STAFF MEMBERS AT UNITED WAY L.A. CREATED COMMUNICATIONS MATERIALS, BUILT COALITIONS, AND DIRECTED THESE EFFORTS TOWARDS SPECIFIC ELECTED OFFICIALS AND VOTERS IN THE CONTEXT OF OUR SPONSORED LEGISLATION IN SACRAMENTO (SB679) ALL IN PURSUIT OF POLICY CHANGE AND FUNDING. INCREASES. 1I - STAFF MEMBERS AT UNITED WAY L.A WORKED WITH HIRED OUTSIDE CONSULTANTS WITH EXPERTISE IN PUBLIC AFFAIRS AND POLICY CHANGE TO HELP PROVIDE STRATEGIC ADVICE AND OUTREACH SUPPORT TO THE ORGANIZATION. 0 1 X 5222243 -707319 4514924 4046690 1175553 5222243 3961572 85118 4046690 3767654 193918 3961572 3398333 100000 269321 3767654 1.00000 0 0 1728118 1414520 313598 87889 87889 0 145521 119311 26210 339808 OTHER POST RETIREMENT PLAN OBLIGATIONS 796186 DEFERRED RENT AND LEASE INCENTIVE 686582 CAPITALIZED LEASE OBLIGATIONS 32221 1514989 X 38266008 -2082955 -2082955 40348963 9253127 9253127 49602090 34902155 0 34902155 9253127 9253127 44155282 PART IV, LINE 2B: CUSTODIAN FUNDS ARE HELD BY UNITED WAY ON BEHALF OF OTHER ENTITIES AND ARE DISBURSED ONLY UPON INSTRUCTIONS FROM SUCH ENTITIES. PART V, LINE 4: THE BOARD DESIGNATED ENDOWMENT FUND WAS SET UP TO INVEST FUNDS AND PROVIDE SECURITY TO THE FUTURE OPERATIONS OF UNITED WAY. PART X, LINE 2: UNITED WAY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. UNITED WAY HAS ALSO BEEN RECOGNIZED BY THE CALIFORNIA FRANCHISE TAX BOARD AS EXEMPT FROM CALIFORNIA FRANCHISE AND INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. UNITED WAY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. UNITED WAY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4D AND PART XII LINE 4D: ON BEHALF OF ITS DONORS, UNITED WAY PROCESSED DESIGNATIONS TO OTHER NONPROFIT ORGANIZATIONS IN THE AMOUNT OF $9,253,127. X X X X X X X 1 MAL WARWICK ASSOCIATES 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 DIRECT MAIL 0 451717 168122 283595 451717 168122 283595 CA SCHEDULE G, PART I, LINE 2B: THE FUNDRAISER WAS PAID $168,122 FOR ITS PROFESSIONAL FUNDRAISING SERVICES AND THIS AMOUNT WAS REPORTED IN PART I, LINE 2B. THE FUNDRAISER WAS ALSO PAID $153,623 FOR FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, MAILING LIST AND OTHER REIMBURSABLE EXPENSES. FUNDRAISING EXPENSES WERE SEPARATELY IDENTIFIED ON INVOICES. 1 ABUNDANT HOUSING 1013 16TH ST UNIT 102 SANTA MONICA CA 90403 824616689 501(C)(3) 25000 0 HOUSING ACTIVE SAN GABRIEL VALLEY 10900 MULHALL ST EL MONTE CA 91731 852110415 501(C)(3) 37500 0 HOUSING ALLIANCE FOR CALIFORNIANS FOR COMMUNITY EMPOWERMENT 3655 S GRAND AVE 250 LOS ANGELES CA 90007 271482731 501(C)(3) 75000 0 HOUSING ANTELOPE VALLEY DOMESTIC VIOLENCE PO BOX 2980 LANCASTER CA 93539 953582588 501(C)(3) 163275 0 HOUSING BELLFLOWER KINGDOM CAUSES (OUR PLACE HOUSING SOLUTIONS) 16429 BELLFLOWER BLVD BELLFLOWER CA 90706 954849998 501(C)(3) 245006 0 HOUSING BLACK WOMEN FOR WELLNESS 4340 11TH AVE LOS ANGELES CA 90008 954624707 501(C)(3) 37500 0 HOUSING BOYS & GIRLS CLUB OF THE LOS ANGELES HARBOR 1200 S CABRILLO AVENUE SAN PEDRO CA 90731 951661682 501(C)(3) 29250 0 EDUCATION BRILLIANT CORNERS 527 W 7TH ST SUITE 1100 LOS ANGELES CA 90014 562379862 501(C)(3) 547625 0 HOUSING BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 112500 0 ECONOMIC MOBILITY CANGRESS DBA LA COMMUNITY ACTION NETWORK 838 E 6TH STREET LOS ANGELES CA 90021 020661629 501(C)(3) 144000 0 HOUSING CATHOLIC CHARITIES OF LOS ANGELES 1531 JAMES M WOOD BLVD LOS ANGELES CA 90015 951690973 501(C)(3) 22000 0 HOUSING CAUSEIMPACTS 5301 W 119TH PLACE INGLEWOOD CA 90304 821357285 25000 0 ECONOMIC MOBILITY CENTER FOR NONPROFIT MANAGEMENT 1000 N ALAMEDA ST SUITE 250 LOS ANGELES CA 90012 953357253 501(C)(3) 21830 0 HOUSING CENTRAL AMERICAN RESOURCE CENTER OF CA 2845 W 7TH STREET LOS ANGELES CA 90005 953867724 501(C)(3) 6000 0 ECONOMIC MOBILITY CITY OF LOS ANGELES 200 N SPRING ST 3RD FLOOR LOS ANGELES CA 90012 501(C)(3) 680000 0 HOUSING CLIFFORD BEERS HOUSING 11739 VICTORY BLVD NORTH HOLLYWOOD CA 91606 954485263 501(C)(3) 75000 0 HOUSING CLIMATE RESOLVE 525 S HEWITT ST LOS ANGELES CA 90013 464736278 501(C)(3) 25000 0 HOUSING COMMUNITY HEALTH ALLIANCE-PASADENA 1855 N FAIR OAKS AVENUE 2ND FLOOR PASADENA CA 91103 954536824 501(C)(3) 22000 0 HOUSING CORPORATION FOR SUPPORTIVE HOUSING (CSH) 61 BROADWAY SUITE 2300 NEW YORK NY 10006 133600232 501(C)(3) 15000 0 HOUSING COUNTY OF LOS ANGELES 500 WEST TEMPLE STREET ROOM 726 LOS ANGELES CA 90012 501(C)(3) 50000 0 ECONOMIC MOBILITY COVENANT HOUSE CALIFORNIA 1325 N WESTERN NAVE LOS ANGELES CA 90027 133391210 501(C)(3) 63000 0 HOUSING DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO STREET LOS ANGELES CA 90013 311597223 501(C)(3) 100000 0 HOUSING EAST VALLEY COMMUNITY HEALTH CENTER 420 S GLENDORA AVENUE WEST COVINA CA 91790 237068586 501(C)(3) 22000 0 HOUSING EASTMONT COMMUNITY CENTER 701 S HOEFNER AVE LOS ANGELES CA 90022 956221642 501(C)(3) 17000 0 ECONOMIC MOBILITY EL CENTRO DE AYUDA 2130 E 1ST STREET SUITE 110 LOS ANGELES CA 90033 954563348 501(C)(3) 112500 0 ECONOMIC MOBILITY ESUSU FINANCIAL INC 215 W 125TH ST ROOM 410 NEW YORK NY 10027 824311750 57500 0 ECONOMIC MOBILITY FIRST TO SERVE 1017 W 50TH ST LOS ANGELES CA 90037 912167028 501(C)(3) 135000 0 HOUSING FRIENDS OF CABRILLO MARINE AQUARIUM 3720 STEPHEN M WHITE DRIVE SAN PEDRO CA 90731 330585381 501(C)(3) 15000 0 EDUCATION GENESIS LA ECONOMIC GROWTH CORPORATION 801 S GRAND AVE SUITE 775 LOS ANGELES CA 90017 954712513 501(C)(3) 7930000 0 HOUSING HARBOR INTERFAITH SERVICES INC 670 W NINTH STREET SAN PEDRO CA 90731 330031099 501(C)(3) 94875 0 HOUSING HATHAWAY - SYCAMORE 210 SOUTH DELACEY SUITE 110 PASADENA CA 91105 951691005 501(C)(3) 100000 0 HOUSING HELPLINE YOUTH COUNSELING 12440 E FIRESTONE BLVD NORWALK CA 90650 237113824 501(C)(3) 8875 0 HOUSING HELUNA HEALTH 13300 CROSSROADS PARKWAY NORTH CITY OF INDUSTRY CA 91746 952557063 501(C)(3) 15400 0 HOUSING HOPE OF THE VALLEY PO BOX 7609 MISSION HILLS CA 91346 272053273 501(C)(3) 50000 0 HOUSING HOUSE OF RUTH INC PO BOX 459 CLAREMONT CA 91768 953276033 501(C)(3) 8875 0 HOUSING INCLUSIVE ACTION FOR THE CITY 553 S CLARENCE ST LOS ANGELES CA 90033 270584116 501(C)(3) 25000 0 HOUSING INNER CITY LAW CENTER 1309 E 7TH STREET LOS ANGELES CA 90021 953697572 501(C)(3) 6250 0 HOUSING KOREAN IMMIGRANT WORKERS ADVOCATES 1053 S NEW HAMPSHIRE AVE LOS ANGELES CA 90006 954392004 501(C)(3) 50000 0 HOUSING LA FAMILY HOUSING CORPORATION 7843 LANKERSHIM BOULEVARD NORTH HOLLYWOOD CA 91605 953920560 501(C)(3) 363675 0 HOUSING LA GLOBAL CARE 3651 SLA BREA AVE LOS ANGELES CA 90016 814654070 501(C)(3) 47000 0 HOUSING LA VOICE 650 N BERENDO LOS ANGELES CA 90004 954781974 501(C)(3) 62500 0 HOUSING LABOR COMMUNITY SERVICES 6004 MAYWOOD AVENUE LOS ANGELES CA 90255 954147259 501(C)(3) 259500 0 ECONOMIC MOBILITY LAGRANT COMMUNICATIONS 600 WILSHIRE BLVD SUITE 1610 LOS ANGELES CA 90071 954298799 501(C)(3) 139000 0 HOUSING LOS ANGELES LGBT CENTER 1625 NORTH SCHRADER BOULEVARD LOS ANGELES CA 90028 953567895 501(C)(3) 100000 0 HOUSING LTSC COMMUNITY DEVELOPMENT 231 E THIRD ST STE G106 LOS ANGELES CA 90013 954444102 501(C)(3) 25000 0 HOUSING MENTAL HEALTH AMERICA OF LOS ANGELES 100 W BROADWAY SUITE 5010 LONG BEACH CA 90802 951881491 501(C)(3) 58750 0 ECONOMIC MOBILITY MEXICAN AMERICAN LEGAL DEFENSE 634 S SPRING ST 11TH FLOOR LOS ANGELES CA 90014 741563270 501(C)(3) 6000 0 ECONOMIC MOBILITY MOVE LA 525 SOUTH HEWITT STREET LOS ANGELES CA 90013 954302067 501(C)(3) 10000 0 HOUSING PATH VENTURES 340 N MADISON AVENUE LOS ANGELES CA 90004 201892523 501(C)(3) 75000 0 HOUSING PEOPLE ASSISTING THE HOMELESS (PATH) 340 N MADISON AVENUE LOS ANGELES CA 90004 953950196 501(C)(3) 219850 0 HOUSING PROYECTO PASTORAL 135 N MISSION ROAD LOS ANGELES CA 90033 953213958 501(C)(3) 78500 0 HOUSING PUBLIC COUNSEL 610 S ARDMORE AVE LOS ANGELES CA 90005 237105149 501(C)(3) 25000 0 HOUSING SAFE PLACE FOR YOUTH (SPY) 2469 LINCOLN BLVD VENICE CA 90291 841802637 501(C)(3) 52500 0 HOUSING SINGLE ROOM OCCUPANCY HOUSING CORPORATION 1055 W 7TH STREET SUITE 3250 LOS ANGELES CA 90017 953909215 501(C)(3) 65000 0 HOUSING SKID ROW HOUSING TRUST 1317 EAST 7TH STREET LOS ANGELES CA 90021 954205316 501(C)(3) 85000 0 HOUSING SOCIAL JUSTICE LEARNING INSTITUTE 600 CENTINELA AVE INGLEWOOD CA 90302 263413373 501(C)(3) 50000 0 HOUSING SOCIAL VENTURE PARTNERS 800 WILSHIRE BLVD STE 200 LOS ANGELES CA 90017 510563566 501(C)(3) 625000 0 HOUSING SOLA I CAN FOUNDATION 918 EAST 60TH STREET LOS ANGELES CA 90001 824698211 501(C)(3) 55000 0 ECONOMIC MOBILITY SOUTH BAY CENTER FOR COUNSELING 540 NORTH MARINE AVENUE LOS ANGELES CA 90744 237360521 501(C)(3) 164988 0 ECONOMIC MOBILITY SOUTH BAY COUNSELING CENTER (SBCC) PO BOX 4677 OCEANSIDE CA 92052 237431429 501(C)(3) 104488 0 EDUCATION SOUTHERN CALIFORNIA ASSOCIATION OF NONPROFIT 340 E 2ND STREET SUITE 406 LOS ANGELES CA 90012 954019655 501(C)(3) 37500 0 HOUSING SSG-HOPICS (SPECIAL SERVICES FOR GROUPS) 905 EAST 8TH STREET LOS ANGELES CA 90021 951716914 501(C)(3) 737627 0 HOUSING ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 953874381 501(C)(3) 182275 0 HOUSING STRATEGIC ACTIONS FOR A JUST ECONOMY 152 W 32ND ST LOS ANGELES CA 90007 931226092 501(C)(3) 25000 0 HOUSING TESTIMONIAL COMMUNITY LOVE 5721 S WESTERN AVE LOS ANGELES CA 90062 954376926 501(C)(3) 76000 0 HOUSING THE COMMUNITY ACTION LEAGUE 36523 25TH ST EAST R48 PALMDALE CA 93550 300717212 501(C)(3) 44550 0 ECONOMIC MOBILITY THE PEOPLE CONCERN 2116 ARLINGTON AVE STE 100 LOS ANGELES CA 90018 956143865 501(C)(3) 288400 0 HOUSING THE SALVATION ARMY 180 E OCEAN BLVD SUITE 500 LONG BEACH CA 90802 135562351 501(C)(3) 125000 0 HOUSING THE VILLAGE FAMILY SERVICES 6736 LAUREL CANYON BLVD SUITE 200 NORTH HOLLYWOOD CA 91606 954625826 501(C)(3) 100000 0 HOUSING THE WHOLE CHILD-MENTAL HEALTH & HOUSING 10155 COLIMA ROAD WHITTIER CA 90603 952031148 501(C)(3) 100000 0 HOUSING TRUST SOUTH LA 4331 S MAIN ST LOS ANGELES CA 90037 421687057 501(C)(3) 75000 0 HOUSING UNION STATION HOMELESS SERVICES 825 EAST ORANGE GROVE BLVD PASADENA CA 91104 953958741 501(C)(3) 194875 0 HOUSING UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK CAMPUS 3551 TROUSDALE PKWY STE 160 LOS ANGELES CA 90089 951642394 501(C)(3) 606262 0 HOUSING VOLUNTEERS OF AMERICA OF LOS ANGELES 3600 WILSHIRE BLVD STE 1500 LOS ANGELES CA 90010 951691330 501(C)(3) 287750 0 ECONOMIC MOBILITY WATTS LABOR COMMUNITY ACTION CENTER 10950 S CENTRAL AVE LOS ANGELES CA 90059 952412869 501(C)(3) 50000 0 HOUSING WEINGART CENTER ASSOCIATION 566 S SAN PEDRO STREET LOS ANGELES CA 90013 956054617 501(C)(3) 165000 0 HOUSING YMCA METROPOLITAN LOS ANGELES 625 S NEW HAMPSHIRE AVE LOS ANGELES CA 90005 951644052 501(C)(3) 29250 0 EDUCATION 75 2 PART I, LINE 2: UNITED WAY WORKS TO MONITOR ALL INVESTMENTS MADE THROUGH GRANTS IN ALIGNMENT WITH FUNDING USE AND PROJECT DESIGN. ALL GRANTS HAVE DEFINED SCOPES OF WORK, ESTABLISHED IN CONTRACTS, WHICH CLEARLY IDENTIFY ANY REQUIREMENTS FOR REPORTING AND PARTICIPATION IN EVALUATION PROCESSES. REQUIREMENTS ARE DETERMINED BASED ON THE PURPOSE OF THE GRANT, SIZE OF AWARD, PROJECT TIMELINE, AND OTHER FACTORS. WHERE INTERIM AND FINAL REPORTS ARE REQUIRED DATA AND NARRATIVE RESPONSES ARE COLLECTED AND REVIEWED BY STAFF TO UNDERSTAND PROJECT PROGRESS, CHALLENGES, AND IMPACT. WHERE RELEVANT, ORGANIZATIONAL FINANCIAL DOCUMENTATION AND EXPENSE REPORTING IS COLLECTED AND REVIEWED BY STAFF AND CHALLENGES ARE ADDRESSED. X X X X X 0 1 0 0 0 0 0 1 0 ELISE BUIK PRESIDENT & CEO 359691 0 138750 0 69030 0 217403 0 34699 0 819573 0 66079 0 TAULENE KAGAN VP, SPECIAL PROJECTS & INITIATIVES 184993 0 29355 0 941 0 18233 0 34517 0 268039 0 0 0 LINING RECENDEZ VP, FINANCE 185846 0 28620 0 626 0 26422 0 25725 0 267239 0 0 0 OSCAR CRUZ CHIEF OPERATING OFF. - PART YEAR 116980 0 45900 0 24356 0 12482 0 7511 0 207229 0 0 0 CHRIS KO VP, IMPACT & STRATEGY 166184 0 12375 0 317 0 14026 0 6533 0 199435 0 0 0 THOMAS NEWMAN VP, ENGAGEMENT & ACTIVATION 136584 0 8000 0 250 0 5847 0 19730 0 170411 0 0 0 DAVID TRAN DIRECTOR, FINANCE 130729 0 4000 0 260 0 6933 0 14636 0 156558 0 0 0 CARTER HEWGLEY DIRECTOR, HOMELESSNESS INITIATIVES 127964 0 13500 0 258 0 4087 0 6337 0 152146 0 0 0 CRISTIAN YANCEY DIRECTOR, MARKETING & EVENTS 125330 0 9500 0 405 0 5284 0 10257 0 150776 0 0 0 PART I, LINE 4B UNITED WAY OF GREATER LOS ANGELES ESTABLISHED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) FOR ITS CURRENT CEO AND PRESIDENT, ELISE BUIK, AFTER SHE WAS HIRED IN 2005. THIS PLAN WAS APPROVED BY THE BOARD IN JULY 2008 AND $25,000 WAS FUNDED TO A RABBI TRUST IN DECEMBER 2008. SUBSEQUENTLY ADDITIONAL AMOUNT WAS FUNDED ANNUALLY BASED ON AN ACTUARIAL CALCULATION FOR EXPECTED PAYMENT OBLIGATIONS. THIS PLAN IS ALSO KNOWN AS A BENEFIT RESTORATION PLAN (BRP) AS THE PURPOSE OF THE PLAN IS INTENDED TO "RESTORE" BENEFITS LOST TO AN EMPLOYEE UNDER A TAX-QUALIFIED DEFINED BENEFIT PLAN (E.G., PENSION PLAN) DUE TO INTERNAL REVENUE CODE LIMITS (E.G., LIMITS ON COVERED COMPENSATION, MAXIMUM BENEFIT). FOR CALENDAR YEAR 2021 (THE YEAR WE ARE REQUIRED TO USE FOR 6/30/2022 FORM 990 REPORTING), THE LIMITS ON COVERED COMPENSATION ARE ANNUAL INCOME OF $290,000. THIS AMOUNT IS ADJUSTED ANNUALLY FOR INFLATION, IT IS $305,000 IN 2022 AND $330,000 IN 2023. IN ACCORDANCE WITH THE PLAN DOCUMENT, MS. BUIK MET A VESTING REQUIREMENT THAT WAS ESTABLISHED AS A RETENTION TOOL THAT WOULD TRIGGER A DISTRIBUTION UPON AGE 55; SHE BECAME 100% VESTED IN JANUARY 2019. CONSEQUENTLY, SHE SHOULD RECEIVE AN ANNUAL DISTRIBUTION FROM THIS BRP PLAN. UNITED WAY OF GREATER LOS ANGELES ENGAGE AN ACTUARY FIRM TO CALCULATE THE DISTRIBUTION AMOUNT. IN AUGUST 2021, $66,079 WAS PAID TO MS. BUIK FOR THE ANNUAL DISTRIBUTION. THIS AMOUNT WAS REPORTED IN HER GROSS WAGES IN FORM 2021 W2, AND IT WAS INCLUDED IN "OTHER REPORTABLE COMPENSATION" COLUMN B (III) ON SCHEDULE J, PART II. THIS ENTIRE AMOUNT WAS ALSO REPORTED AS A DEFERRED COMPENSATION IN FORM 990 FROM PRIOR YEARS AND IT WAS REPORTED IN THIS YEAR'S FORM 990 IN COLUMN F, SCHEDULE J, PART II. THE $120,072 ESTIMATED INCREASE IN THE VALUE OF THE SERP/BRP IS REPORTED AS DEFERRED COMPENSATION IN COLUMN C, SCHEDULE J, PART II. PART I, LINE 7 CERTAIN MEMBERS OF THE EXECUTIVE TEAM MET THE CRITERIA TO RECEIVE BONUSES BASED ON THEIR SCORECARD RESULTS. THE SCORECARD WAS APPROVED BY THE BOARD AT THE BEGINNING OF FISCAL YEAR, AND THE RESULTS WERE APPROVED BY THE BOARD EVERY JULY AFTER THE YEAR END. THESE BONUSES WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B (II). X 15 167868 FMV 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN COLUMN (B). FORM 990, PART III, LINE 4: STATEMENT OF PURPOSE WHAT WE DO - MOVE OUR MOST VULNERABLE NEIGHBORS OUT OF POVERTY BY: 1. MONITORING DATA 2. INVESTING FUNDS 3. EDUCATING, EMPOWERING, AND ACTIVATING PEOPLE 4. FOCUSING ON SHORT AND LONG-TERM SOLUTIONS, AGGREGATING RESOURCES AND IMPROVING SYSTEMS AND POLICIES 5. MAXIMIZING EFFICIENCIES AND LEVERAGING ALIGNED NETWORKS IN ORDER TO CREATE THE MOST IMPACTFUL RESULTS IN THE AREAS OF HOUSING, EDUCATION AND ECONOMIC MOBILITY. UNITED WAY OF GREATER LOS ANGELES (UWGLA) FOCUSES ON THREE PILLARS THAT ARE CRITICAL TO ADDRESSING POVERTY: HOUSING SOLUTIONS, EDUCATIONAL EQUITY, AND ECONOMIC MOBILITY. THE PRIMARY FOCUS HAS BEEN: 1. INCREASE THE NUMBER OF STUDENTS OF COLOR WHO GRADUATE FROM HIGH SCHOOL PREPARED FOR COLLEGE AND A CAREER. 2. INCREASE TRANSFER AND COMPLETION RATES OF COMMUNITY COLLEGE STUDENTS. 3. PREVENT VULNERABLE FAMILIES AND INDIVIDUALS FROM FALLING INTO HOMELESSNESS. 4. REDUCE STREET AND CHRONIC HOMELESSNESS. 5. EXPAND THE PRODUCTION AND AVAILABILITY OF SUPPORTIVE HOUSING FOR OUR MOST VULNERABLE HOMELESS NEIGHBORS 6. INCREASE THE NUMBER OF VULNERABLE YOUTH AND ADULTS WHO OBTAIN WORKPLACE SKILLS AND ARE CONNECTED TO JOBS. 7. BUILD ECONOMIC EQUITY ACROSS THE REGION BY INCREASING THE ASSETS AND NET WORTH OF LOW-INCOME FAMILIES AND INDIVIDUALS. 8. EXPAND THE CIVIC ENGAGEMENT AND PARTICIPATION OF ALL INDIVIDUALS AND FAMILIES, PARTICULARLY PEOPLE OF COLOR AND YOUTH, TO REDUCE POVERTY AND INEQUITY. THE GLOBAL PANDEMIC CAUSED A SHIFT IN OUR EFFORTS, ENACTING QUICK RESPONSE SOLUTIONS AS THEY RELATE TO OUR THREE PILLARS. IN ADDITION TO THE NEEDS UWGLA HAS BEEN ADDRESSING, WE QUICKLY PIVOTED TO RESPOND BY: 1. MOBILIZING THE REGION TO DONATE AND DIRECT THOSE RESOURCES TO THE VULNERABLE POPULATIONS THAT NEED THEM MOST. PEOPLE ARE READY TO COME TO THE AID OF THE MOST VULNERABLE. WE CHANNEL THOSE EFFORTS TO SUPPORT PEOPLE LIVING OUTSIDE, LOW-WAGE WORKERS AT RISK OF BECOMING HOMELESS, AND LOW-INCOME STUDENTS AND THEIR FAMILIES. 2. PROBLEM-SOLVING THE GAPS IN OUR SYSTEMS. AS OUR PUBLIC AND PRIVATE SECTORS RESPOND, WE PARTNER WITH THEM TO REMOVE OBSTACLES AND BRING ABOUT POLICY CHANGE AND RESOURCES NEEDED TO FILL GAPS. 3. ADVOCATING FOR FEDERAL AND STATE RESOURCES TO GET TO THE MOST VULNERABLE POPULATIONS, MATCHING UP SHORT-TERM AND LONG-TERM NEEDS. UNITED WAY OF GREATER LOS ANGELES HAS ALWAYS BEEN A PLACE WHERE COMMUNITY-BASED ORGANIZATIONS AND ELECTED LEADERS COME TOGETHER TO DO THE MOST GOOD. 4. PROTECTING THE SAFETY AND RIGHTS OF PEOPLE LIVING OUTSIDE. WE ARE WORKING WITH PARTNERS TO BRING EVERYONE IN AS QUICKLY AND SAFELY AS POSSIBLE. FOR THOSE STILL OUTSIDE, WE ARE WORKING TO ENSURE THEIR HEALTH AND SAFETY AS WELL. SCALING SOLUTIONS IMPROVING POLICY AND DRIVING SYSTEMS CHANGE IS A CRITICAL PART OF THE WORK WE DO AT UNITED WAY. IN A REGION AS LARGE, COMPLEX AND FRAGMENTED AS LOS ANGELES COUNTY, SYSTEMS CHANGE IS THE ONLY WAY TO SCALE LONG-TERM SOLUTIONS THAT TRULY BREAK THE CYCLE OF POVERTY. WE ADVOCATE FOR AND INFLUENCE PUBLIC POLICY, DEMANDING SOLUTIONS THAT PROVIDE LASTING CHANGE AND WE MAKE LONG-TERM COMMITMENTS TO IMPLEMENTING THEM. WE ALSO RESEARCH SOCIAL PROBLEMS TO DELIVER DATA AND EVIDENCE-BASED SOLUTIONS THAT DEMONSTRATE REAL OUTCOMES. LEVERAGING PARTNERSHIPS SOLVING COMPLEX PROBLEMS LIKE POVERTY CAN'T BE DONE BY THE POWER OF ONE, ESPECIALLY IN THE WAKE OF THE PANDEMIC IT REQUIRES THE POWER OF MANY. THAT'S WHY WE FOCUS ON BRINGING PEOPLE TOGETHER TO WORK ON OUR REGION'S MOST DIFFICULT ISSUES. WE WORK ALONGSIDE WITH PUBLIC, PRIVATE AND NON-PROFIT SECTORS TO TACKLE THE ROOT CAUSES OF POVERTY, WHICH WERE FURTHER EXACERBATED WHEN BUSINESSES AND SCHOOLS BEGAN TO CLOSE IN MARCH OF 2020. WE BUILD ON PROGRAMS AND STRATEGIES THAT IMPACT AND INFLUENCE A GREATER NUMBER OF NEIGHBORS AND COMMUNITIES, ESPECIALLY THOSE MOST IMPACTED, WORKING TOGETHER TO ADDRESS THE IMMEDIATE NEEDS THAT SURFACED. MAKING COMMUNITY IMPACT THROUGH OUR GRANTS, WE INVEST IN LOCAL NONPROFITS AND PROGRAMS WHICH WILL HAVE THE GREATEST IMPACT IN REACHING OUR GOALS TO END POVERTY, EXPANDING THEIR RESOURCES TO MEET THE NEEDS OF THE MOST VULNERABLE PEOPLE IN OUR COMMUNITIES. WE ANNUALLY INVEST IN 150 HIGH-PERFORMING NONPROFIT PARTNERS ALIGNED WITH THE GOALS IN OUR THREE PILLARS, MUCH OF WHICH SHIFTED TO EXPAND SUPPORT TO NEW NONPROFIT PARTNERS. AS WE LOOK TOWARD AN EQUITABLE RECOVERY, WE WILL INVEST IN CAPACITY BUILDING FOR OUR PARTNERS, PROVIDE GRANTS TO ENSURE TRUSTED COMMUNITY ORGANIZATIONS ARE STABLE, AND PRIORITIZE GRANTMAKING TO ORGANIZATIONS THAT ARE LED BY AND SERVE BLACK, BROWN, AND INDIGENOUS COMMUNITIES. THIS IS A PIVOTAL MOMENT IN LOS ANGELES COUNTY TO RECOVER AND REBUILD, AND WE WANT TO PRIORITIZE OUR MOST VULNERABLE. RATHER THAN MAINTAINING INEFFECTIVE MODELS THAT DEEPEN RACIAL AND ECONOMIC INEQUITIES, WE HAVE AN OPPORTUNITY TO TRANSFORM. WE WANT TO CONTINUE MAKING BOLD INVESTMENTS IN EDUCATION, HOMELESS SERVICES, AND STABILITY FOR OUR WORKING FAMILIES. FORM 990, PART III, LINE 4A: PROGRAM SERVICE ACTIVITY - ENDING HOMELESS THROUGH HOUSING STABILITY GOAL CREATE AND SUSTAIN AN END TO HOMELESSNESS OUR WORK AND RESULTS MORE THAN 66,000 MEN, WOMEN, CHILDREN AND VETERANS DO NOT HAVE A SAFE PLACE TO SLEEP AT NIGHT. UNITED WAY OF GREATER LOS ANGELES WORKS TO ENSURE SAFE, STABLE AND AFFORDABLE NEIGHBORHOODS FOR ANGELENOS TO CALL HOME. UNITED WAY IS TURNING THE LESSONS OF THE PANDEMIC CRISIS INTO BOLD PROGRAMS THAT HELP OUR NEIGHBORS EXPERIENCING HOMELESSNESS AND LIGHT THE PATH OUT OF THE HOUSING CRISIS FOR ALL. KEY EFFORTS INCLUDE A COMPREHENSIVE PLAN TO ADDRESS UNSHELTERED HOMELESSNESS THROUGH THE STREET STRATEGY FOR L.A. COUNTY, IMMEDIATE AND LONG-TERM HEALTHCARE THROUGH THE HEALTH PATHWAYS EXPANSION GRANTS, AND A SPECIAL FOCUS ON ENDING HOMELESSNESS AMONG SENIORS AND OLDER ADULTS. - THE HEALTH PATHWAYS EXPANSION PROVIDED HEALTHCARE SERVICES TO 23 PROJECT ROOMKEY SITES, SERVING OVER 2,864 PATIENTS. - THE PROJECT ALSO SUPPORTED MORE THAN 3,492 CARE CONTACTS THROUGH 16 FEDERALLY QUALIFIED HEALTH CENTER GRANTEES THROUGHOUT THE COUNTY. A SECOND PROJECT IN THIS TIME PERIOD WAS THE ORGANIZATION'S WORK TO SUPPORT THE PASSAGE OF MEASURE J, A LOS ANGELES COUNTY BALLOT MEASURE THAT MANDATES AT LEAST 10% OF THE COUNTY'S ANNUAL UNRESTRICTED REVENUES ARE SPENT ON ALTERNATIVES TO INCARCERATION AND INVESTMENT IN UNDER RESOURCED COMMUNITIES. THE NEXUS BETWEEN OUR WORK TO END HOMELESSNESS AND THIS MEASURE WAS CLEAR - THE REVOLVING DOOR BETWEEN COUNTY JAIL AND SAFETY NETS SYSTEMS AND HOMELESSNESS IS WELL DOCUMENTED. UWGLA HELPED TO LEAD THE LOCAL BALLOT MEASURE ELECTORAL CAMPAIGN AND SPECIFICALLY SUPPORTED WITH FUNDRAISING, COALITION DEVELOPMENT, COMMUNICATIONS TACTICS. HOUSING NOT ONLY ENDS HOMELESSNESS, IT PREVENTS IT. THE LEADING DRIVER OF HOMELESSNESS IS A LACK OF AFFORDABLE HOUSING, AND LA COUNTY LOST NEARLY 200,000 UNITS THAT RENT FOR LESS THAN $1,000 PER MONTH IN THE LAST DECADE. AS A RESULT, NEARLY ONE-THIRD OF LA RENTERS SPEND MORE THAN HALF THEIR INCOME ON HOUSING WITH THIS BURDEN MOST HEAVILY FALLING ON BLACK AND LATINX RESIDENTS: 67% OF BLACK RESIDENTS AND 62% OF LATINX RESIDENTS ARE RENTERS. ACCELERATING PERMANENT SUPPORTIVE HOUSING COMPETITION (APSH) BRINGS BOLD MODELS TO SCALE. IN SPRING 2019, UNITED WAY OF GREATER LOS ANGELES AWARDED $5 MILLION IN GRANTS TO 16 BOLD PROJECTS THROUGH APSH. BY STRATEGICALLY ALIGNING AWARDS BETWEEN BOTH COUNTY AND CITY OF LOS ANGELES EFFORTS, UWGLA WAS ABLE TO MAXIMIZE OUR IMPACT. FIRST, L.A. COUNTY'S HOUSING INNOVATION CHALLENGE BROUGHT NUMEROUS NEW DESIGNS AND CREATIVE CONCEPTS TO LIGHT. APSH HELPED BRIDGE PUBLIC OPPORTUNITIES, SUPPORTING DEVELOPERS IN FURTHERING CREATIVE CONCEPTS. IN TURN, FUNDS HELPED DEVELOP CONCEPTS INTO INCREASINGLY EFFECTIVE AND ACHIEVABLE BUILDING DESIGNS, ALLOWING GRANTEES TO APPLY TO THE CITY OF LOS ANGELES'S HHH HOUSING CHALLENGE FOR CONSTRUCTION FUNDS. STATS: 16 DEVELOPERS RECEIVED AWARDS FOR APSH PROJECTS WITH AN ESTIMATED 1400 SUPPORTIVE TO BE CONSTRUCTED OVER THE NEXT SEVERAL YEARS. FORM 990, PART III, LINE 4B: PROGRAM SERVICE ACTIVITY - HELPING STUDENTS GRADUATE AND PREPARE FOR COLLEGE AND THE WORKFORCE GOAL INCREASE HIGH SCHOOL GRADUATION RATES, ENSURING ALL STUDENTS GRADUATE, PREPARED FOR COLLEGE AND CAREER OUR WORK AND RESULTS THE PANDEMIC EXAGGERATED EXISTING CHALLENGES FOR LOW-INCOME STUDENTS AND THEIR FAMILIES INCLUDING EDUCATIONAL OPPORTUNITIES. ON AVERAGE, LATINX AND BLACK STUDENTS AT LAUSD WERE LESS ACTIVE IN ONLINE CLASSES WITH 67% OF BLACK AND LATINX MIDDLE SCHOOLERS ACTIVE IN ONLINE SCHOOLING COMPARED TO 88-89% OF THEIR WHITE AND ASIAN PEERS. THE VIRTUAL MODEL ILLUMINATED THE INEQUITIES FACING OUR MOST VULNERABLE STUDENTS, RANGING FROM LACK OF INTERNET, ADEQUATE TECHNOLOGY EQUIPMENT, MANAGING SIBLINGS AND HOUSEHOLDS WHILE PARENTS WERE WORKING, AND ISOLATION AND FEAR DUE TO THE PANDEMICS EFFECTS ON THEIR FAMILIES. UWGLA FOCUSED ON SUPPORTING PARTNER ORGANIZATIONS TO MEET THE IMMEDIATE AND LONG TERM NEEDS OF STUDENTS AND PARENTS TO HELP BRIDGE THE DIGITAL DIVIDE WITH LEARNING AND RESOURCES OF SUPPORT THROUGH OUR TRANSFORMED INITIATIVE. TRANSFORMED TESTED A DOZEN INNOVATIVE EDUCATION MODELS CENTERED ON EQUITY TO HELP L.A. STUDENTS, TEACHERS AND PARENTS SURVIVE AND THRIVE THROUGH THE PANDEMIC RESULTING IN DIRECT RELIEF IN MENTAL HEALTH, SELF CARE, FAMILY WELL-BEING AND ACADEMIC SUPPORT. THE PANDEMIC BROUGH ADDITIONAL CHALLENGES TO THE FAMILY FROM JOB LOSS TO TEMPORARY DISPLACEMENT, LOSS OF POSSESSIONS AND EVEN THE LOSS OF A FAMILY MEMBER DUE TO COVID-19. GILDA'S FAMILY RECEIVED BOTH EMOTIONAL AND ECONOMIC SUPPORT THROUGH GROCERY GIFT CARDS, ESSENTIAL ITEMS, RENTAL ADVOCACY, MENTAL HEALTH SUPPORT AND MOST IMPORTANTLY A CARING RELATIONSHIP WITH HOLA STAFF. TRANSFORMED TESTED A DOZEN INNOVATIVE EDUCATION MODELS CENTERED ON EQUITY TO HELP L.A. STUDENTS, TEACHERS AND PARENTS SURVIVE AND THRIVE THROUGH THE PANDEMIC. TRANSFORMED HELPED HOLA ESTABLISH ITS FAMILY SERVICES DEPARTMENT THAT RECOGNIZES THAT STUDENTS NEED STABILITY IN ORDER TO HAVE ACADEMIC SUCCESS AND PROVIDED SUPPORT TO HUNDREDS OF FAMILIES LIKE GILDA'S. ADDITIONAL EDUCATION PARTNERS LIKE COMMUNITIES IN SCHOOLS. LOS ANGELES ALSO PIVOTED THEIR WORK TO PROVIDE DIRECT RELIEF TO STUDENTS AND THEIR FAMILIES. - OVERALL TRANSFORMED GRANTEES WORKED DIRECTLY WITH OVER 40,000 STUDENTS, FAMILIES, AND TEACHERS TO ADDRESS THE UNIQUE CHALLENGES FACED DURING THE PANDEMIC. - LEARNING PODS PROVIDED MORE THAN 250 WILMINGTON STUDENTS WITH SAFE SPACES TO LEARN WHERE STUDENTS COULD LOG ON TO DO THEIR SCHOOL WORK, GET TUTORING AND HAVE HOT MEALS. FORM 990, PART III, LINE 4C: PROGRAM SERVICE ACTIVITY - ENSURING ECONOMIC MOBILITY THROUGH JOBS AND FINANCIAL COACHING. GOAL BREAK THE CYCLE OF INTERGENERATION POVERTY. OUR WORK AND RESULTS UNITED WAY OF GREATER LOS ANGELES AIMS TO CREATE A MORE INCLUSIVE AND FAIR ECONOMY. THIS INCLUDES EQUAL ACCESS TO FUNDING, OPPORTUNITY TO BE ENTREPRENEURIAL, AND SUPPORTIVE ENTRY INTO CURRENT AND EMERGING INDUSTRIES. IN LA COUNTY, 60% OF BLACK HOUSEHOLDS AND OVER 70% OF LATINX HOUSEHOLDS REPORTED EXPERIENCING "SERIOUS FINANCIAL PROBLEMS" DURING THE PANDEMIC. TO HELP FAMILIES STABILIZE AND BREAK THE CYCLE OF INTERGENERATIONAL POVERTY, UNITED WAY CONTINUES TO PROVIDE DIRECT RELIEF THROUGH RENTAL AND UTILITIES ASSISTANCE TO KEEP PEOPLE IN THEIR HOMES. PROGRAMS LIKE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PUT MONEY BACK IN THE POCKETS OF WORKING FAMILIES BY UNLOCKING TAX CREDITS. LAST YEAR, WE SUPPORTED UNITED WAYS OF CALIFORNIA IN THEIR EFFORTS TO EXPAND THE CALIFORNIA EARNED INCOME TAX CREDIT (CALEITC) AND ENACT THE YOUNG CHILD TAX CREDIT TO HELP CALIFORNIA FAMILIES FINANCIALLY RECOVER FROM THE PANDEMIC. FAMILIES LIKE ANA'S MAY QUALIFY FOR UP TO $10,000 FROM THESE TAX CREDITS. UWGLA PARTNERS WITH TRUSTED, COMMUNITY-BASED ORGANIZATIONS LIKE MAOF AND EL CENTRO DE AYUDA TO HELP INDIVIDUALS AND FAMILIES TO SUBMIT THEIR TAX RETURNS BOTH IN PERSON AND VIRTUALLY. THROUGHOUT THE PAST TWO YEARS, UWGLA HAS TAKEN THIS WORK EVEN FURTHER TO HELP IDENTIFY, TRAIN, AND PROVIDE STIPENDS TO LOS ANGELES CITY COLLEGE STUDENT VOLUNTEERS TO HELP WITH TAX SEASON. THE PROGRAM FOCUSES ON RECRUITING FIRST-GENERATION STUDENTS, DREAMERS, AND MULTILINGUAL VOLUNTEERS TO HELP SERVE DIVERSE POPULATIONS THROUGHOUT THE REGION. STATS: THE EFFORTS OF UWGLA'S VITA VOLUNTEERS HELPED OUR PARTNERS CONNECT MORE FAMILIES WITH TAX PREPARATION SERVICES, A SMALL FRACTION OF THE LARGE IMPACT VITA HAS ON WORKING FAMILIES: - 17 VOLUNTEERS PERFORMED 485 HOURS OF TAX PREP SERVICES IN PARTNERSHIP WITH 7 ORGANIZATIONS. - APPROXIMATELY 970 TAX RETURNS WERE FILED WITH AN AVERAGE RETURN OF $1,842 TO CLIENTS WITH A ROUGHLY $1.78 MILLION IN REFUNDS CLAIMED OVERALL. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 HAS BEEN COMPLETED BY STAFF AND REVIEWED BY PROFESSIONAL TAX PREPARERS, THE DOCUMENT WAS SENT ELECTRONICALLY IN APRIL 2023 TO THE MEMBERS OF THE AUDIT COMMITTEE. THE COMMITTEE MEMBERS REVIEWED THE DOCUMENT AS PART OF A MEETING ON APRIL 13, 2023. THE COMMITTEE THEN REVIEWED AND ACCEPTED THE DOCUMENT. THE FORM 990 WAS THEN SENT ELECTRONICALLY TO EACH BOARD MEMBER. THE FORM 990 IS SCHEDULED TO BE FILED BY MAY 15, 2023. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS AND MEMBERS OF CERTAIN COMMITTEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND A QUESTIONNAIRE THAT ELICITS RESPONSES TO A VARIETY OF QUESTIONS RELATED TO ANY ACTUAL OR PERCEIVED CONFLICTS OF INTEREST IN THEIR ROLE. THE QUESTIONNAIRES ARE REVIEWED, AND ANY POTENTIAL CONFLICTS ARE DISCUSSED AND FURTHER DOCUMENTED. IN THE VERY LIMITED NUMBER OF CASES WHERE A BOARD MEMBER OF THE FIRMS THAT THEY REPRESENT ARE PAID FOR SERVICES, THE BOARD APPROVES THE POTENTIAL CONFLICT OF INTEREST. IN THE CASES WHERE A BOARD MEMBER HAS A RELATIONSHIP WITH AN ORGANIZATION THAT RECEIVES GRANT FUNDING FROM UNITED WAY, THE BOARD MEMBER RECUSES HERSELF/HIMSELF FROM ANY DISCUSSIONS RELATED TO THE POTENTIAL CONFLICT OF INTEREST. STAFF RECEIVE AND SIGN THE SAME POLICY AND QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES COMMITTEE, OF THE BOARD OF UNITED WAY OF GREATER LOS ANGELES, AIMS TO FULLY DISCLOSE THE COMPENSATION PAID OUT IN AN OPEN AND TRANSPARENT MANNER WHICH IS CONSISTENT WITH BEST PRACTICES AND APPLICABLE REGULATORY REQUIREMENTS, AND ESTABLISHES A "REBUTTABLE PRESUMPTION" OF REASONABLENESS. TO THAT END, THIS REPORT PROVIDES INFORMATION ON UNITED WAY OF GREATER LOS ANGELES' GOVERNANCE AND OVERSIGHT OF EXECUTIVE COMPENSATION AND GENERAL COMPENSATION PHILOSOPHY GENERAL COMPENSATION PHILOSOPHY THE PRIMARY OBJECTIVE OF UWGLA'S COMPENSATION POLICY IS TO PROVIDE REASONABLE AND COMPETITIVE TOTAL COMPENSATION OPPORTUNITIES TO EXECUTIVES, CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES FOR INDIVIDUALS POSSESSING THE EXPERIENCE AND SKILLS NEEDED TO IMPROVE THE OVERALL PERFORMANCE OF THE ORGANIZATION. THE ORGANIZATION'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO: - PROVIDE BASE COMPENSATION AT THE MEDIAN OF THE LOCAL MARKET; OR, NATIONAL MARKET DEPENDING ON THE NATURE OF THE EXECUTIVE POSITION - PROVIDE TOTAL COMPENSATION POTENTIAL IN A RANGE BETWEEN 25TH TO 75TH PERCENTILE THROUGH ITS VARIABLE PERFORMANCE PAY PLAN, DEPENDING ON THE NATURE AND EXPERIENCE OF THE EXECUTIVE POSITION - BE FLEXIBLE TO REWARD INDIVIDUAL ACCOMPLISHMENTS AS WELL AS ORGANIZATIONAL SUCCESS - ENCOURAGE THE ATTRACTION AND RETENTION OF HIGH CALIBER EXECUTIVES - PROVIDE A COMPETITIVE TOTAL COMPENSATION PACKAGE, INCLUDING BENEFITS - BALANCE THE NEED TO BE COMPETITIVE WITHIN THE LIMITS OF AVAILABLE FINANCIAL RESOURCES - ENSURE THAT PAY IS PERCEIVED TO BE FAIR AND EQUITABLE - ENSURE THAT THE PROGRAM IS EASY TO EXPLAIN, UNDERSTAND AND ADMINISTER - ENSURE THAT PROGRAM COMPLIES WITH STATE AND FEDERAL LEGISLATION, IS CONSISTENT, AND FREE OF DISCRIMINATION IN ORDER TO REINFORCE PAY-FOR-PERFORMANCE AND TO ENSURE A FOCUS ON THE UWGLA MISSION, THE HUMAN RESOURCES COMMITTEE (HR COMMITTEE) BELIEVES A PORTION OF EXECUTIVE COMPENSATION SHOULD BE VARIABLE AND TIED TO PERFORMANCE. AS SUCH, THE HR COMMITTEE HAS INSTITUTED A PERFORMANCE PAY PLAN WHICH PROVIDES THE CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS THE OPPORTUNITY TO EARN PERFORMANCE AWARDS BASED ON SUCCESSFULLY PRODUCING THE RESULTS DETERMINED ANNUALLY IN UWGLA'S PERFORMANCE SCORECARD. THE ANNUAL GOALS WHICH FORM THE SCORECARD ARE TIED DIRECTLY TO OUR MISSION OF CREATING PATHWAYS OUT OF POVERTY AND LONG-TERM ORGANIZATIONAL GOALS. THE HR COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR COMPARABLE POSITIONS AND PERIODICALLY COMMISSIONS AN INDEPENDENT CONSULTING FORM TO REVIEW CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS' COMPENSATION TO ENSURE THE COMPENSATION PROGRAMS AND LEVELS REFLECT THE COMMITTEE'S COMMITMENT TO ALIGN COMPENSATION WITH ORGANIZATION GOALS, OBJECTIVES, AND PERFORMANCE. IN THOSE YEARS WHERE AN INDEPENDENT CONSULTANT IS NOT ENGAGED, THE HUMAN RESOURCES COMMITTEE RELIES ON GENERAL MARKET CONDITIONS TO MAKE ANY CHANGES TO THE EXECUTIVE COMPENSATION PROGRAM. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL AND ADJUSTMENTS TO THIS COMPENSATION AND BENEFITS, INCLUDING INCENTIVE OR PERFORMANCE PAY AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO, OTHER CHIEF OFFICERS OR THE VICE PRESIDENTS. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. WE MAKE OUR CONFLICT OF INTEREST POLICY AND BYLAWS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN ADDITIONAL PENSION LIABILITY - UNITED WAY HAS A DEFINED BENEFIT, NONCONTRIBUTORY PENSION PLAN COVERING SUBSTANTIALLY ALL OF ITS REGULAR EMPLOYEES. ACCOUNTING STANDARDS CODIFICATION TOPIC 715 REQUIRES EMPLOYERS TO RECOGNIZE NON-CASH PERIODIC PENSION EXPENSE, CHANGES IN THE OVERFUNDED STATUS AND ACTUARIAL VALUATION OF THE PLAN IN THE YEAR IN WHICH THE EXPENSE AND CHANGES OCCUR THROUGH CHANGES IN NET ASSETS. THAT AMOUNT WAS $1,864,843 IN THE CURRENT YEAR. FORM 990, PART IX, LINE 11G OTHER FEES INCLUDE DIGITAL COMMUNICATIONS ON OUR ADVOCACY WORK, EVENTS, PRODUCTIONS, COMMUNICATIONS, AND CONSULTING EXPENSES RELATED TO OUR CENTENNIAL CELEBRATION AND CAMPAIGN, STRATEGIC PLANNING AND OTHER PROFESSIONAL FEES RELATED TO OUR PROGRAMMATIC WORK. MAJORITY OF THESE EXPENSES ARE FUNDED BY VARIOUS GRANTS. COVID-19 DISCLOSURE IN MARCH 2020, THE WORLD HEALTH ORGANIZATION DECLARED THE OUTBREAK OF A NOVEL CORONAVIRUS (COVID-19) AS A PANDEMIC, WHICH CONTINUES TO SPREAD THROUGHOUT THE UNITED STATES. THE SPREAD OF COVID-19 HAS CAUSED SIGNIFICANT VOLATILITY IN THE U.S. AND INTERNATIONAL MARKETS. THERE IS SIGNIFICANT UNCERTAINTY AROUND THE BREADTH AND DURATION OF BUSINESS DISRUPTIONS RELATED TO COVID-19, AS WELL AS ITS IMPACT ON THE U.S. AND INTERNATIONAL ECONOMIES. UNITED WAY CANNOT REASONABLY ESTIMATE THE LENGTH AND SEVERITY OF THIS PANDEMIC, BUT THE ORGANIZATION CURRENTLY ANTICIPATES A DECLINE IN ANNUAL WORKPLACE CAMPAIGN GIVING AND AN INCREASE IN UNCOLLECTIBLE PLEDGES OVER THE NEXT FEW YEARS.