2014-03-14T12:56:59-05:00 2013-06-30 BDO USA LLP 3200 BRISTOL ST 4TH FLOOR COSTA MESA CA 92626 990 2012-07-01 330047994 ORANGE COUNTY'S UNITED WAY % MAX GARDNER ORAN 9496607600 18012 MITCHELL AVENUE SOUTH Suite IRVINE CA 926146008 TARYN VIDOVICH 9492636140 2014-02-15 true CINDY J JANIKOWSKI 7149573200 2012 2015-11-30 17:44:51Z MAX GARDNER 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 18263484 false X www.unitedwayoc.org X 1940 CA OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. 33 32 51 1361 0 18592605 17572766 0 0 122940 137243 -42392 -8844 18673153 17701165 14662559 13691999 0 0 3067979 3140821 0 0 1834044 1238617 1197785 18969155 18030605 -296002 -329440 29209208 27545408 12444262 10458897 16764946 17086511 X OUR MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. WE ENVISION A COMMUNITY, WHERE, IN THE NEXT 10 YEARS: EVERY ORANGE COUNTY YOUTH WILL RECEIVE A HIGH-QUALITY AND RELEVANT EDUCATION, FAMILIES WILL HAVE THE CAPABILITY TO BECOME FINANCIALLY STABLE, THE NEXT GENERATION IN ORANGE COUNTY WILL BE THE HEALTHIEST IN THE NATION AND HOMELESSNESS FOR CHILDREN AND THEIR FAMILIES HAS COME TO AN END. false false 5503584 5503584 SEE SCHEDULE O 1255364 SEE SCHEDULE O 8188415 8188415 SEE SCHEDULE O 14947363 true true false true true false false false true true false false false false true true false false false false false false false true false false true false true false false false false false false false false true false false false false false false false false true 18 0 true 51 true false false false false false true true false false false true false false false false X 33 32 true false false false false false false true true false false true true true true true true true true false CA X MAX GARDNER 9492636140 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 ROBERT E PALMER 5.0 X X 0 0 0 KNUTE KURTZ 5.0 X X 0 0 0 LISA LOCKLEAR 5.0 X X 0 0 0 JEROME P THODE 5.0 X X 0 0 0 STEVEN D ALLISON 1.0 X 0 0 0 BEN ALVARADO 1.0 X 0 0 0 SHERRI BOVINO 1.0 X 0 0 0 WILLIAM CAVE 1.0 X 0 0 0 STEVE CHURM 1.0 X 0 0 0 AL S DE GRASSI 1.0 X 0 0 0 JACQUELINE DEMARIA 1.0 X 0 0 0 TERRY FEIT 1.0 X 0 0 0 MICHAEL FELDMAN 1.0 X 0 0 0 REGGIE GILYARD 1.0 X 0 0 0 WILLIAM M HABERMEHL 1.0 X 0 0 0 MICHAEL A JOHNSON 1.0 X 0 0 0 JACQUELINE A BRYA KELLEY 1.0 X 0 0 0 ROBERT E KENT 1.0 X 0 0 0 IAN LEISEGANG 1.0 X 0 0 0 KENNETH F LICKEL 1.0 X 0 0 0 ROB LUCENTI 1.0 X 0 0 0 GREGG MARTIN 1.0 X 0 0 0 JERRY R MATTES 1.0 X 0 0 0 HENRY MENDOZA 1.0 X 0 0 0 DAVID MEULMESTER 1.0 X 0 0 0 NANCY B MEYER 1.0 X 0 0 0 AL MILJARES 1.0 X 0 0 0 TRINA NORMAN 1.0 X 0 0 0 SUSAN B PARKS 1.0 X 0 0 0 SHIRLEY QUACKENBUSH 1.0 X 0 0 0 EDWARD CHANDLER RICHARDS 1.0 X 0 0 0 MARIA RIGATTI 1.0 X 0 0 0 THOMAS B ROGERS 1.0 X 0 0 0 MICHAEL M RUANE 1.0 X 0 0 0 MICHAEL P RUSSELL 1.0 X 0 0 0 MIKE SALMON 1.0 X 0 0 0 ERNEST SCHROEDER 1.0 X 0 0 0 NELLA WEBSTER O'GRADY CFP 1.0 X 0 0 0 JAMES W WILSON 1.0 X 0 0 0 MAX GARDNER 45.0 X X 240629 0 17065 TARYN VIDOVICH 45.0 X 144077 0 9552 CARLA VARGAS 45.0 X 160433 0 9056 MIKE GREENE 45.0 X 108254 0 6462 BRIE GRISET SMITH 45.0 X 127266 0 8053 780659 0 50188 5 false true false 0 506349 17066417 420971 17572766 0 137243 137243 0 0 0 0 0 412171 412171 0 111875 506349 150148 -38273 -38273 0 0 SHARED FACILITY REVENUE 531120 29429 29429 29429 17701165 128399 13691999 13691999 0 0 0 596245 258801 144180 193264 0 2129591 753989 510545 865057 24061 1540 11139 11382 163075 16126 56710 90239 227849 40166 77866 109817 0 4630 4630 64423 64423 0 0 23920 23920 64230 5082 36754 22394 242164 332 2526 239306 165073 37564 58360 69149 42049 11912 13185 16952 0 60989 12198 21346 27445 10763 2768 1117 6878 0 45646 9701 26997 8948 0 203534 57349 80455 65730 207505 41501 72627 93377 41942 6181 21851 13910 MISCELLANEOUS 20917 154 20567 196 18030605 14947363 1249198 1834044 4932193 5212050 2099464 2206539 14789966 12055003 4224 4032 0 0 0 0 0 0 0 0 50842 99943 6519486 5160410 1485260 1359076 5505455 6188084 0 0 0 0 0 0 341804 420681 29209208 27545408 497283 323051 11946979 10135846 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12444262 10458897 X 11774049 11664463 0 0 4990897 5422048 16764946 17086511 29209208 27545408 X -329440 395211 255794 X false true X true false X false false false 17904217 25499561 17842124 18592605 17572766 97411273 0 0 17904217 25499561 17842124 18592605 17572766 97411273 8821415 88589858 136384 72426 105527 122940 137243 574520 0 23413 37875 34792 29429 125509 98111302 0.90295 0.90189 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 18030605 18030605 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 0 0 0 0 0 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 LOBBYING ACTIVITIES F990 PART IV LINE 4 THE ORGANIZATION DID NOT HAVE ANY LOBBYING ACTIVITIES FOR THE YEAR; HOWEVER, FORM 5768, ELECTION/REVOCATION OF ELECTION BY AN ELIGIBLE SECTION 501(C)(3) ORGANIZATION TO MAKE EXPENDITURES TO INFLUENCE LEGISLATION, WAS FILED WITH THE IRS FOR TAX YEAR 2007. 85 5835016 5817282 1183021 true true false 3031766 426031 327375 3785172 2361647 624473 45646 3031766 1216304 836197 309146 2361647 1001769 104999 109536 1216304 1057137 -55368 1001769 1.00000 false false 722039 722039 2089639 1797088 292551 1578893 1337138 241755 2128915 2026184 102731 1359076 0 0 X 10163755 395211 255794 651005 9512750 8188415 8188415 17701165 9842190 9842190 8188415 8188415 18030605 FIN48(ASC 740) LIABILITY FOR UNCERTAIN TAX POSITIONS FORM 990 PART IV, 11F THE ORGANIZATION IS EXEMPT FROM INCOME TAXES TO THE EXTENT PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) NO. 740, INCOME TAXES, SURROUNDING ACCOUNTING FOR UNCERTAIN INCOME TAX POSITIONS. ASC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT 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 WILL REPORT INTEREST AND PENALTIES, IF ANY, RELATED TO INCOME TAX MATTERS AS ADMINISTRATION SUPPORT SERVICES. THE ORGANIZATION RECORDED NO IMPACT UNDER ASC 740 DURING THE CURRENT YEAR. PURPOSE - ENDOWMENT FUNDS SCHEDULE D, PART V, Q4 THE PURPOSE OF THE ENDOWMENT FUNDS IS TO SUSTAIN THE MISSION OF ORANGE COUNTY'S UNITED WAY AS A VITAL COMMUNITY RESOURCE NOW AND INTO THE FUTURE. THE PRINCIPAL OBJECTIVE IS TO PROVIDE A SOURCE OF INCOME TO FUND OPERATIONAL COST. DONOR DESIGNATION AND DONOR DESIGNATION FEES SCH D, PART XI, LINE 4B and SCH D, PART XII, LINE 4B TOTAL: 8,188,415 PRIOR-YEAR PLEDGE LOSS ADJUSTMENT SCH D, PART XI, LINE 2D TOTAL: 255,794 RE Luncheon 178300 148300 30000 2550 39287 1806 2628 WPF Breakfast 264059 242184 21875 6175 31605 3250 12645 1 175866 115866 60000 534 30006 19662 618225 506350 111875 534 8725 70892 35062 34935 150148 -38273 true 2-1-1 OC 18012 MITCHELL AVENUE SOUTH IRVINE CA 92614 330063532 501(c)(3) 100000 INFORMATION REFERRAL ABRAZAR INC 7101 WYOMING STREET WESTMINSTER CA 92683 330301538 501(c)(3) 75000 FINANCIAL STABILITY ABRAZAR INC 7101 WYOMING STREET WESTMINSTER CA 92683 330301538 501(c)(3) 37500 FINANCIAL STABILITY ABRAZAR INC 7101 WYOMING STREET WESTMINSTER CA 92683 330301538 501(c)(3) 56250 HEALTH- BASIC NEEDS ABRAZAR INC 7101 WYOMING STREET WESTMINSTER CA 92683 330301538 501(c)(3) 10000 INCOME- EITC ACACIA ADULT DAY SERVICES 11391 ACACIA PARKWAY GARDEN GROVE CA 92840 953509323 501(c)(3) 39000 HEALTH- ADULT 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92866 951792279 501(c)(3) 45000 EDUCATION- CHILDREN SERVICES ROADTRIP NATION 853 W 17TH ST UNIT A COSTA MESA CA 92627 263889207 501(c)(3) 36950 EDUCATION - GRADUATION SALVATION ARMY 10200 PIONEER RD TUSTIN CA 92782 941156347 501(c)(3) 44000 HEALTH- TRANSITIONAL HOUSING SANTA ANA UNIFIED SCHOOL DISTRICT 1601 E CHESTNUT AVE SANTA ANA CA 92701 956002823 501(c)(3) 62205 EDUCATION - GRADUATION SANTA ANA UNIFIED SCHOOL DISTRICT 1601 E CHESTNUT AVE SANTA ANA CA 92701 956002823 501(c)(3) 15000 EDUCATION - TECHNOLOGY GRANT SCIENCEOC (ONE OC FISCAL SPONSOR) 1901 E 4TH STREET STE 100 SANTA ANA CA 92705 952021700 501(c)(3) 45000 EDUCATION- STEM LITERACY SERVING PEOPLE IN NEED INC (SPIN) 151 KALMUS DRIVE STE H-2 COSTA MESA CA 92626 330329687 501(c)(3) 58150 HEALTH- TRANSITIONAL HOUSING SHARE OUR SELVES 1550 SUPERIOR AVENUE COSTA MESA CA 92627 953222316 501(c)(3) 75000 HEALTH- FREE CLINIC SOUTH COUNTY OUTREACH 26776 VISTA TERRACE LAKE FOREST CA 92630 330330233 501(c)(3) 56250 HEALTH- FOOD PANTRY SW MINORITY ECONOMIC DEVELOPMENT ASSOCIATION 1601 WEST SECOND STREET SANTA ANA CA 92703 953312805 501(c)(3) 63750 HEALTH- FOOD PANTRY STRAIGHT TALK INC 5712 CAMP ST CYPRESS CA 90630 237134097 501(c)(3) 34950 HEALTH-TRANSITIONAL LIVING TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA CA 92701 593816355 501(c)(3) 33549 HEALTH- FACILITY AND STIPEND GRANT TALLER SAN JOSE 801 NORTH BROADWAY SANTA ANA CA 92701 593816355 501(c)(3) 50000 INCOME- JOB TRAINING THE CENTER ORANGE COUNTY 1605 N SPURGEON STREET SANTA ANA CA 92701 952934041 501(c)(3) 26250 HEALTH- MENTAL HEALTH THE ELI HOME INC 1175 N EAST ST ANAHEIM CA 92805 330189254 501(c)(3) 15000 HEALTH- STIPEND FOR SHELTER SERVICES THINK TOGETHER 2100 E FOURTH ST STE 200 SANTA ANA CA 92705 330781751 501(c)(3) 46500 YOUTH EDUCATION THOMAS HOUSE TEMPORARY SHELTER PO BOX 2737 GARDEN GROVE CA 92842 330204757 501(c)(3) 52700 HEALTH- TRANSITIONAL HOUSING UCI FOUNDATION 1034 HEWITT HALL IRVINE CA 92697 952540117 501(c)(3) 10000 EDUCATION- SCHOLARSHIP GRANT UNITED CEREBRAL PALSY OF ORANGE COUNTY 980 ROOSEVELT STE 100 IRVINE CA 92620 951856340 501(c)(3) 63750 HEALTH-PEDIATRIC SERVICES UNITED LABOR AGENCY OF ORANGE COUNTY 13252 GARDEN GROVE BLVD STE 101 GARDEN GROVE CA 92843 330371293 501(c)(3) 52394 HEALTH- EMERGENCY ASSISTANCE UNITED WAYS OF CALIFORNIA 1107 FAIR OAKS SOUTH PASADENA CA 91030 941646369 501(c)(3) 19432 BASIC NEEDS VILLA CENTER INC 910 NORTH FRENCH STREET SANTA ANA CA 92701 952312323 501(c)(3) 52700 HEALTH- VILLA RESIDENTIAL RECOVERY VITAL LINK PO BOX 12064 COSTA MESA CA 92627 330632256 501(c)(3) 77800 EDUCATION - GRADUATION VOCATIONAL VISIONS 26041 PALA MISSION VIEJO CA 92691 952972669 501(c)(3) 45000 JOB TRAINING WESTERN YOUTH SERVICES 23461 SOUTH POINTE DR STE 220 LAGUNA HILLS CA 92653 953407054 501(c)(3) 63750 MENTAL HEALTH WISEPLACE 1411 N BROADWAY SANTA ANA CA 92706 951684796 501(c)(3) 33549 HEALTH- FACILITY AND STIPEND GRANT WISEPLACE 1411 N BROADWAY SANTA ANA CA 92706 951684796 501(c)(3) 57250 HEALTH- STEPS TO INDEPENDENCE WOMEN HELPING WOMEN INC 1800 EAST MC FADDEN AVENUE STE 1A SANTA ANA CA 92705 330576900 501(c)(3) 13000 HEALTH- FACILITY GRANT WOMEN HELPING WOMEN INC 1800 EAST MC FADDEN AVENUE STE 1A SANTA ANA CA 92705 330576900 501(c)(3) 40000 INCOME- EMPLOYMENT SUCCESS WOMEN'S TRANSITIONAL LIVING CENTER PO BOX 6103 ORANGE CA 92863 510201813 501(c)(3) 14878 HEALTH- FACILITY GRANT YMCA OF ANAHEIM 240 SOUTH EUCLID ST ANAHEIM CA 92802 951709299 501(c)(3) 25000 EDUCATION- CAREER ACADEMY YWCA OF NORTH ORANGE COUNTY 215 E COMMONWEALTH AVENUE STE E FULLERTON CA 92832 951687482 501(c)(3) 42000 HEALTH- BREAST CANCER SCREENING 108 GENERAL INFO - GRANTS & ASSISTANCE SCHEDULE I, PART I, Q2 ORANGE COUNTY'S UNITED WAY MONITORS THE USE OF GRANT FUNDS BY ENGAGING IN A FORMAL MEMORANDUM OF UNDERSTANDING WITH THE AGENCY REFERENCING THE FUNDED PROGRAM AND ANTICIPATED OUTCOMES. MID-YEAR AND YEAR-END REPORTS ARE REQUIRED AND ARE COMPARED TO ORIGINAL ANTICIPATED OUTCOMES. IN ADDITION, UPDATED FINANCIAL STATEMENTS AND AUDIT REPORTS ARE REQUIRED. ANY PERFORMANCE PROBLEMS WITH THE GRANTEE ARE MONITORED BOTH BY STAFF AND THE COMMUNITY IMPACT COMMITTEE. X true true X X X X false false false false false false false false false MAX GARDNER 214073 0 26556 0 0 0 4129 12936 257694 0 0 TARYN VIDOVICH 132077 0 12000 0 0 0 4443 5109 153629 0 0 CARLA VARGAS 145433 0 15000 0 0 0 4835 4221 169489 0 0 COMPENSATION - HEALTH OR SOCIAL CLUB DUES SCHEDULE J, PART I, 1A THE MEMBERSHIP IS USED TO CONDUCT BUSINESS RELATED MEETINGS AND ENGAGEMENTS TO FURTHER ADVANCE THE MISSION OF THE ORGANIZATION. X 5 8800 selling price X 32 412171 FMV false true true VEHICLE DONATION CENTER SCHEDULE M, LINE 32B THE ORGANIZATION UTILIZES AN UNRELATED OUTSIDE THIRD PARTY TO PROCESS VEHICLE DONATIONS. POLICIES - MONITOR AND COMPLIANCE ENFORCEMENT FORM 990 PART VI SECTION B Q.12C OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. CONFLICT STATEMENTS ARE REVIEWED ANNUALLY AND ANY STATED CONFLICT IS REVIEWED BY THE BOARD DEVELOPMENT COMMITTEE AND BY THE BOARD OF DIRECTORS. POLICIES - COMPENSATION FORM 990 PART VI SECTION B, LINE 15A & B THE EXECUTIVE COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD OF DIRECTORS IS COMPRISED OF INDEPENDENT DIRECTORS RESPONSIBLE FOR REVIEW AND APPROVAL OF COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND OTHER KEY EMPLOYEES. ORANGE COUNTY'S UNITED WAY'S EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE RETENTION OF HIGH CALIBER EXECUTIVES. THE COMMITTEE CONSIDERS NUMEROUS FACTORS INCLUDING OCUW'S MISSION AND GOALS, COMPARABLE COMPENSATION OFFERED IN COMPARABLE MARKETS AND OVERALL PERFORMANCE OF THE CEO AND KEY EMPLOYEES. AS PART OF THE PROCESS THE COMMITTEE REVIEWS A SUMMARY OF SALARY DATA PUBLISHED IN COMPENSATION SURVEYS FROM INDEPENDENT SOURCES INCLUDING UNITED WAY WORLDWIDE AND REGIONAL DATA FROM OTHER NON-PROFITS IN SOUTHERN CALIFORNIA. THE COMMITTEE ALSO REVIEWED THE PERFORMANCE INCENTIVE PROGRAM. THIS PLAN IS DESIGNED TO REWARD PERFORMANCE BASED ON BOTH QUANTIFIABLE AND NON-QUANTIFIABLE SPECIFIC ORGANIZATIONAL DRIVERS. FINALLY, THE COMMITTEE REVIEWED AND DETERMINED OTHER COMPENSATION WHICH INCLUDES HEALTH AND WELFARE BENEFITS AND CONTRIBUTIONS TO A QUALIFIED RETIREMENT PLAN. THE COMMITTEE BELIEVES THE COMPENSATION PROGRAM AND INFORMATION DESCRIBED ABOVE IS IN LINE WITH ORANGE COUNTY UNITED WAY'S MISSION AND GOALS AND ACCURATELY REFLECTS A COMPETITIVE PROGRAM TO ATTRACT AND RETAIN HIGH LEVEL EXECUTIVES. DISCLOSURE - GOVERNING DOCS, CONFLICT OF INTEREST POLICY & FINANCIALS FORM 990 PART VI SECTION C Q.19 THE FINANCIAL STATEMENTS AND TAX RETURN ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. ANY OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. GOVERNING BODY & MGMT - REVIEW OF FORM 990 FORM 990 PART VI SECTION A, LINE 11B 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. GOVERNING BODY & MGMT - BUSINESS RELATIONSHIP FORM 990 PART VI SECTION A, Q.2 AL DEGRASSI AND THOMAS ROGERS SHARE A BUSINESS RELATIONSHIP. BOTH OF THESE PERSONS' TERM ENDED IN APRIL OF 2013 AND ARE NO LONGER ON THE BOARD OF DIRECTORS. EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES FORM 990 PART III, Q.4A 4A. COMMUNITY IMPACT ALLOCATION POOL OUR MISSION: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. OUR VISION: WE ENVISION A COMMUNITY, WHERE, IN THE NEXT 10 YEARS: EVERY ORANGE COUNTY YOUTH WILL RECEIVE A HIGH-QUALITY AND RELEVANT EDUCATION, FAMILIES WILL HAVE THE CAPABILITY TO BECOME FINANCIALLY STABLE, THE NEXT GENERATION IN ORANGE COUNTY WILL BE THE HEALTHIEST IN THE NATION AND HOMELESSNESS FOR CHILDREN AND THEIR FAMILIES HAS COME TO AN END. OCUW IS BUILDING THE CAPACITY OF THE NONPROFIT SECTOR AND DIRECTLY MEETING THE NEEDS OF OUR COMMUNITY THROUGH A NUMBER OF INVESTMENT STRATEGIES TARGETING SPECIFIED OBJECTIVES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND HOUSING, INCLUDING: 1) COMPETITIVE GRANT FUNDING - OCUW DIRECTLY FUNDS AND PARTNERS WITH 87 LEADING NONPROFIT AGENCIES THROUGH OUR COMPETITIVE GRANT PROGRAM. THE RIGOROUS APPLICATION AND REVIEW PROCESS REQUIRES AGENCIES TO MEET THE HIGHEST OF FINANCIAL, LEADERSHIP AND PROGRAM STANDARDS. IN ADDITION TO GRANT FUNDING, OUR PARTNER AGENCIES ARE PROVIDED WITH TRAINING AND RESOURCES DESIGNED TO ENHANCE THEIR PROGRAM CAPACITY, OUTCOMES, FINANCIAL SUSTAINABILITY AND COMMUNITY COLLABORATIONS; 2) STRATEGIC INITIATIVES - OCUW IS PROUD TO LEAD A NUMBER OF COUNTY WIDE INITIATIVES, IMPLEMENTING AND FUNDING INNOVATIVE SERVICE MODELS ADDRESSING UNMET EDUCATION NEEDS OF OUR YOUTH, FINANCIAL STABILITY SERVICES FOR LOW-INCOME WORKING FAMILIES, AND HEALTH ACCESS FOR ALL. THESE INITIATIVES ARE STAFFED AND FUNDED THROUGH OCUW AND CREATE NEW OPPORTUNITIES TO LEVERAGE EXISTING RESOURCES, DEVELOP STRATEGIC COLLABORATIONS AND CREATE POWERFUL PARTNERSHIPS TO ADDRESS COMMUNITY NEEDS. OCUW'S INITIATIVES INCLUDE: DESTINATION GRADUATION - SUPPORTING CRITICAL EDUCATION STRATEGIES IN TARGETED MIDDLE AND HIGH SCHOOLS; THE EARNED INCOME TAX CREDIT CAMPAIGN - PROVIDING FREE TAX SERVICES AND ACCESS TO EARNED TAX CREDITS; BANK ON ORANGE COUNTY - REDUCING PREDATORY LENDING AND INCREASING FINANCIAL LITERACY; SPARKPOINT OC - AN INNOVATIVE BUNDLED SERVICE MODEL HELPING FAMILIES TO REACH FINANCIAL STABILITY; AND PARTICIPATION IN THE COVERED OC COLLABORATIVE TO EXPAND THE INFRASTRUCTURE PROVIDING HEALTH ACCESS FOR ALL ORANGE COUNTY RESIDENTS. EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES FORM 990 PART III, Q.4B 4B. PROGRAM SERVICE EXPENSE PROGRAM SERVICE EXPENSE ALLOCATIONS ARE COMPRISED OF COMMUNITY IMPACT GRANT PROGRAM AND INITIATIVES THAT FULFILL ORANGE COUNTY UNITED WAY'S MISSION. THEY INCLUDE $1.3 MILLION TOWARDS THE ADMINISTRATION, EVALUATION AND MONITORING OF ALL GRANT PARTNERSHIPS, SUPPORTING CRITICAL COMMUNITY PARTNERSHIPS, COALITIONS AND COMMITTEES, COMMUNITY OUTREACH AND EDUCATION EFFORTS, CAPACITY TRAININGS FOR FUNDED PARTNERS, VOLUNTEER ENGAGEMENT EFFORTS, AND STRATEGIC PARTNERSHIPS WITH LOCAL FUNDER COLLABORATIVES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND HOUSING. EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES FORM 990 PART III, Q.4C 4C.DONOR DESIGNATED FUNDING THROUGH OCUWS 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 AND PATRIOT ACT COMPLIANT ORGANIZATIONS UNDER CURRENT IRS TAX CODE LAW. VOTING MEMBERS OF THE GOVERNING BODY FORM 990 PART I LINE 3 & 4 AND PART VII THE DISCREPANCY BETWEEN THE NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY AND THE TOTAL MEMBERS LISTED ON PART VII IS DUE TO SOME DIRECTORS BECOMING INACTIVE BEFORE THE END OF THE YEAR. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990 PART XI LINE 9 PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 255,794