ORANGE COUNTYS UNITED WAY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ORANGE COUNTYS UNITED WAY (EIN 33-0047994)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-27
IRS object ID: 201300589349300125
Schema version: 2011v1.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-27T15:11:07-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3200 BRISTOL ST 4TH FLOOR	AddressLine1
City	COSTA MESA	City
State	CA	State
ZIP Code	92626	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	330047994	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ORANGE COUNTY'S UNITED WAY	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% TARYN VIDOVICH	InCareOfName
Name Control	ORAN	NameControl
Phone	9492636140	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL AVENUE SOUTH	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	926146008	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TARYN VIDOVICH	Name
Title	VICE PRESIDENT/CONTROLLER	Title
Date Signed	2013-02-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CINDY J JANIKOWSKI	Name
Phone	7149573200	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	TARYN VIDOVICH	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL AVENUE SOUTH	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	18866487	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.unitedwayoc.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1940	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	ORANGE COUNTY'S UNITED WAY'S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	35	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	34	NbrIndependentVotingMembers
Total Nbr Employees	46	TotalNbrEmployees
Total Nbr Volunteers	300	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	17842124	ContributionsGrantsPriorYear
Contributions Grants Current Year	18592605	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	105527	InvestmentIncomePriorYear
Investment Income Current Year	122940	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-80650	OtherRevenuePriorYear
Other Revenue Current Year	-42392	OtherRevenueCurrentYear
Total Revenue Prior Year	17867001	TotalRevenuePriorYear
Total Revenue Current Year	18673153	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	13125026	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	14662559	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	3018536	SalariesEtcPriorYear
Salaries Etc Current Year	3067979	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	1886513	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1355405	OtherExpensePriorYear
Other Expenses Current Year	1238617	OtherExpensesCurrentYear
Total Expenses Prior Year	17498967	TotalExpensesPriorYear
Total Expenses Current Year	18969155	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	368034	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-296002	RevenuesLessExpensesCY
Total Assets BOY	29721961	TotalAssetsBOY
Total Assets EOY	29209208	TotalAssetsEOY
Total Liabilities BOY	12912443	TotalLiabilitiesBOY
Total Liabilities EOY	12444262	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	16809518	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	16764946	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	UNITED WAY'S PRIMARY EXEMPT PURPOSE: ORANGE COUNTY UNITED WAYS MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ORANGE COUNTY TO STRENGTHEN OUR COMMUNITY. WE DO THIS BY INVESTING IN ORANGE COUNTY CHILDREN, FAMILIES, AND INDIVIDUALS BY MOBILIZING OUR COMMUNITY TO MEET THEIR MOST BASIC HUMAN NEEDS-FOOD,SHELTER AND MEDICAL CARE-WHILE CREATING PATHWAYS TO SELF-SUFFICIENT FUTURES THROUGH EDUCATION AND TRAINING.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	5773290	Expense
Grants	5773290	Grants
Description	SEE SCHEDULE O	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	1101774	Expense
Description	SEE SCHEDULE O	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	8889269	Expense
Grants	8889269	Grants
Description	SEE SCHEDULE O	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	15764333	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	26	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	46	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form1098 C Filed	true	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	35	NbrVotingGoverningBodyMembers
Number Independent Voting Members	34	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	TARYN VIDOVICH	NamePerson
Telephone Number	9492636140	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	18012 MITCHELL AVENUE SOUTH	AddressLine1
City	IRVINE	City
State	CA	State
ZIP Code	92614	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (50 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
ROBERT E PALMER
CHAIR, DIRECTOR	5.0	X	X	0	0	0
KNUTE KURTZ
VICE-CHAIR/DIRECTOR	5.0	X	X	0	0	0
LISA LOCKLEAR
TREASURER/DIRECTOR	5.0	X	X	0	0	0
JEROME P THODE
SECRETARY/DIRECTOR	5.0	X	X	0	0	0
STEVEN D ALLISON
DIRECTOR	1.0	X		0	0	0
BEN ALVARADO
DIRECTOR	1.0	X		0	0	0
BETSY R BANKER
DIRECTOR	1.0	X		0	0	0
SHERRI BOVINO
DIRECTOR	1.0	X		0	0	0
JOHN CARPINO
DIRECTOR	1.0	X		0	0	0
PETER CASE
DIRECTOR	1.0	X		0	0	0
WILLIAM CAVE
DIRECTOR	1.0	X		0	0	0
STEVE CHURM
DIRECTOR	1.0	X		0	0	0
AL S DE GRASSI
DIRECTOR	1.0	X		0	0	0
JACQUELINE DEMARIA
DIRECTOR	1.0	X		0	0	0
MICHAEL FELDMAN
DIRECTOR	1.0	X		0	0	0
WILLIAM M HABERMEHL
DIRECTOR	1.0	X		0	0	0
MICHAEL A JOHNSON
DIRECTOR	1.0	X		0	0	0
JACQUELINE A BRYA KELLEY
DIRECTOR	1.0	X		0	0	0
ROBERT E KENT
DIRECTOR	1.0	X		0	0	0
KENNETH F LICKEL
DIRECTOR	1.0	X		0	0	0
ROB LUCENTI
DIRECTOR	1.0	X		0	0	0
GREGG MARTIN
DIRECTOR	1.0	X		0	0	0
JERRY R MATTES
DIRECTOR	1.0	X		0	0	0
DOUGLAS P MCCOMBS
DIRECTOR	1.0	X		0	0	0
HENRY MENDOZA
DIRECTOR	1.0	X		0	0	0
RONALD J MERAZ
DIRECTOR	1.0	X		0	0	0
DAVID MEULMESTER
DIRECTOR	1.0	X		0	0	0
NANCY B MEYER
DIRECTOR	1.0	X		0	0	0
SUSAN B PARKS
DIRECTOR	1.0	X		0	0	0
SHIRLEY QUACKENBUSH
DIRECTOR	1.0	X		0	0	0
ANTHONY J RACKAUCKAS JR
DIRECTOR	1.0	X		0	0	0
NICK A REICHERT
DIRECTOR	1.0	X		0	0	0
EDWARD CHANDLER RICHARDS
DIRECTOR	1.0	X		0	0	0
MARIA RIGATTI
DIRECTOR	1.0	X		0	0	0
THOMAS B ROGERS
DIRECTOR	1.0	X		0	0	0
MICHAEL M RUANE
DIRECTOR	1.0	X		0	0	0
MICHAEL P RUSSELL
DIRECTOR	1.0	X		0	0	0
MIKE SALMON
DIRECTOR	1.0	X		0	0	0
ERNEST SCHROEDER
DIRECTOR	1.0	X		0	0	0
NELLA WEBSTER O'GRADY CFP
DIRECTOR	1.0	X		0	0	0
GEORGE WILLIS
DIRECTOR	1.0	X		0	0	0
JAMES W WILSON
DIRECTOR	1.0	X		0	0	0
MAX GARDNER
PRESIDENT, DIRECTOR, OFFICER	45.0	X	X	104268	0	5076
TARYN VIDOVICH
CFO, OFFICER	45.0		X	147924	0	9637
CARLA VARGAS RIVAS
SVP/COMMUNITY IMPACT	45.0			152568	0	7330	X
MIKE GREENE
VP/IT	45.0			105620	0	6060		X
BRIE GRISET
VP/DEVELOPMENT	45.0			130272	0	7862		X
MARIA CHAVEZ WILCOX
FORMER PRESIDENT/DIRECTOR	0.0			195166	0	3719			X
TERRI SUTRO
VP/HR				122459	0	7444			X
SUSAN CAUMIANT
VP/MARKETING/CI				127218	0	6388			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1085495	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	53516	TotalOtherCompensation
Number Individuals GT100 K	8	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Fundraising Events	535181	FundraisingEvents
All Other Contributions	18057424	AllOtherContributions
Noncash Contributions	265693	NoncashContributions
Total Contributions	18592605	TotalContributions
Total Program Service Revenue	0	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	122940	TotalRevenueColumn
Exclusion	$122,940	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	116150	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	535181	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	193334	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-77184	TotalRevenueColumn
Exclusion	-$77,184	ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	ExclusionExclusionAmount
MISCELLANEOUS	900099	5681	$5,681
SHARED FACILITY REVENUE	531120	29111	$29,111

Field	Value	IRS element (for citing)
Total Other Revenue	34792	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	18673153	TotalRevenueColumn
Exclusion	$80,548	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	14662559	Total
Program Services	14662559	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	582097	Total
Program Services	267935	ProgramServices
Management And General	144201	ManagementAndGeneral
Fundraising	169961	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	2084599	Total
Program Services	565218	ProgramServices
Management And General	572388	ManagementAndGeneral
Fundraising	946993	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	28671	Total
Program Services	1585	ProgramServices
Management And General	13010	ManagementAndGeneral
Fundraising	14076	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	143852	Total
Program Services	28791	ProgramServices
Management And General	37903	ManagementAndGeneral
Fundraising	77158	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	228760	Total
Program Services	29446	ProgramServices
Management And General	91722	ManagementAndGeneral
Fundraising	107592	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	28023	Total
Management And General	28023	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	81842	Total
Management And General	81842	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	21874	Total
Management And General	21874	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	52526	Total
Program Services	432	ProgramServices
Management And General	30411	ManagementAndGeneral
Fundraising	21683	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	232933	Total
Program Services	291	ProgramServices
Management And General	5981	ManagementAndGeneral
Fundraising	226661	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	198396	Total
Program Services	35442	ProgramServices
Management And General	70639	ManagementAndGeneral
Fundraising	92315	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	45892	Total
Program Services	11947	ProgramServices
Management And General	14851	ManagementAndGeneral
Fundraising	19094	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	60928	Total
Program Services	12186	ProgramServices
Management And General	21325	ManagementAndGeneral
Fundraising	27417	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	13338	Total
Program Services	2153	ProgramServices
Management And General	1011	ManagementAndGeneral
Fundraising	10174	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	48728	Total
Program Services	728	ProgramServices
Management And General	25128	ManagementAndGeneral
Fundraising	22872	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	208413	Total
Program Services	100127	ProgramServices
Management And General	60615	ManagementAndGeneral
Fundraising	47671	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	211589	Total
Program Services	42318	ProgramServices
Management And General	74056	ManagementAndGeneral
Fundraising	95215	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	27654	Total
Program Services	3159	ProgramServices
Management And General	17388	ManagementAndGeneral
Fundraising	7107	Fundraising

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Total	6481	Total
Program Services	16	ProgramServices
Management And General	5941	ManagementAndGeneral
Fundraising	524	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	18969155	Total
Program Services	15764333	ProgramServices
Management And General	1318309	ManagementAndGeneral
Fundraising	1886513	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	4768079	BOY
EOY	4932193	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1944649	BOY
EOY	2099464	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	16119546	BOY
EOY	14789966	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	8935	BOY
EOY	4224	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	52712	BOY
EOY	50842	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	6479178	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	4993918	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	1579957	BOY
EOY	1485260	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	5102975	BOY
EOY	5505455	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	145108	BOY
EOY	341804	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	29721961	BOY
EOY	29209208	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	518348	BOY
EOY	497283	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	12394095	BOY
EOY	11946979	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	12912443	BOY
EOY	12444262	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	12007211	BOY
EOY	11774049	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4802307	BOY
EOY	4990897	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	16809518	BOY
EOY	16764946	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	29721961	BOY
EOY	29209208	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-296002	ReconcilationRevenueExpenses
Reconcilation Other Changes	251430	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi
Contrib By Controlling Individual	false	ContribByControllingIndividual
Contribution By Related Party	false	ContributionByRelatedParty
Contrib By35 Controlled Entity	false	ContribBy35ControlledEntity

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	23633759	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	17904217	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	25499561	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17842124	CurrentTaxYearMinus1Year
Current Tax Year	18592605	CurrentTaxYear
Total	103472266	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	23633759	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	17904217	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	25499561	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	17842124	CurrentTaxYearMinus1Year
Current Tax Year	18592605	CurrentTaxYear
Total	103472266	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	9433279	AmountsSubstContributorsTotal
Public Support Total170	94038987	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	263630	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	136384	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	72426	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	105527	CurrentTaxYearMinus1Year
Current Tax Year	122940	CurrentTaxYear
Total	700907	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	23413	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	37875	CurrentTaxYearMinus1Year
Current Tax Year	34792	CurrentTaxYear
Total	96080	Total

Field	Value	IRS element (for citing)
Total Support	104269253	TotalSupport
Public Support Pertcentage170	0.90189	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.88877	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	18969155	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	18969155	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Field	Value	IRS element (for citing)
Tot Lobbying Grassroot Minus Non Tx		TotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying Nontx		TotLobbyExpendMnsLobbyingNontx

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	974504	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	3974504	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$5,961,756	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus3	0	CurrentYearMinus3
Current Year Minus2	0	CurrentYearMinus2
Current Year Minus1	0	CurrentYearMinus1
Current Year	0	CurrentYear
Total	0	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	243626	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	993626	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,490,439	GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus3	0	CurrentYearMinus3
Current Year Minus2	0	CurrentYearMinus2
Current Year Minus1	0	CurrentYearMinus1
Current Year	0	CurrentYear
Total	0	Total

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	LOBBYING ACTIVITIES	Identifier
Return Reference	F990 PART IV LINE 4	ReturnReference
Explanation	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.	Explanation

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Number DA Fs Held	84	NumberDAFsHeld
Donor Advised Contributions	4166441	DonorAdvisedContributions
Grants Paid From Donor Funds	4068348	GrantsPaidFromDonorFunds
Aggregate DAF Value	1165286	AggregateDAFValue
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Agent Trustee Etc	false	AgentTrusteeEtc

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2361647	BeginningOfYearBalance
Contributions	624473	Contributions
Investment Earnings Or Losses	45646	InvestmentEarningsOrLosses
End Of Year Balance	3031766	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1216304	BeginningOfYearBalance
Contributions	836197	Contributions
Investment Earnings Or Losses	309146	InvestmentEarningsOrLosses
End Of Year Balance	2361647	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1001769	BeginningOfYearBalance
Contributions	104999	Contributions
Investment Earnings Or Losses	109536	InvestmentEarningsOrLosses
End Of Year Balance	1216304	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1057137	BeginningOfYearBalance
Investment Earnings Or Losses	-55368	InvestmentEarningsOrLosses
End Of Year Balance	1001769	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	722039	OtherCostOrOtherBasis
Book Value	722039	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	2089639	OtherCostOrOtherBasis
Depreciation	1713502	Depreciation
Book Value	376137	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	1526403	OtherCostOrOtherBasis
Depreciation	1261306	Depreciation
Book Value	265097	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	2141098	OtherCostOrOtherBasis
Depreciation	2019110	Depreciation
Book Value	121988	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	1485261	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability
Total Of Amounts	0	TotalOfAmounts
Total Revenue	18673153	TotalRevenue
Total Expenses	18969155	TotalExpenses
Excess Or Deficit For Year	-296002	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-47969	NetUnrealizedGLOnInvestments
Other	$299,399	OtherAmount
Total Adjustments	251430	TotalAdjustments
Excess Or Deficit Per FS	-44572	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	10035314	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-47969	NetUnrealizedGainsInvestments
Other Revenues	299399	OtherRevenues
Revenue Not Rptd F990	251430	RevenueNotRptdF990
Revenue Subtotal	9783884	RevenueSubtotal
Other Revenues Not Included	8889269	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	8889269	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	18673153	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	10079886	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	10079886	ExpensesSubtotal
Other Expenses Not Included	8889269	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	8889269	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	18969155	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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.
OTHER CHANGE IN NET ASSETS	SCH D, PART XI, LINE 8	PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 299,399
DONOR DESIGNATION AND DONOR DESIGNATION FEES	SCH D, PART XII, LINE 4B and SCH D, PART XIII, LINE 4B	TOTAL: 8,889,269
PRIOR-YEAR PLEDGE LOSS ADJUSTMENT	SCH D, PART XII, LINE 2D	TOTAL: 299,399

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	RE Luncheon	NameOfEvent1
Gross Receipts Event1	178803	GrossReceiptsEvent1
Charitable Contributions Event1	152553	CharitableContributionsEvent1
Gross Revenue Event1	26250	GrossRevenueEvent1
Rent Facility Costs Event1	1500	RentFacilityCostsEvent1
Food And Beverage Event1	37625	FoodAndBeverageEvent1
Entertainment Event1	2362	EntertainmentEvent1
Other Direct Expenses Event1	13419	OtherDirectExpensesEvent1
Name Of Event2	WPF Breakfast	NameOfEvent2
Gross Receipts Event2	302775	GrossReceiptsEvent2
Charitable Contributions Event2	280375	CharitableContributionsEvent2
Gross Revenue Event2	22400	GrossRevenueEvent2
Rent Facility Costs Event2	5461	RentFacilityCostsEvent2
Food And Beverage Event2	30254	FoodAndBeverageEvent2
Entertainment Event2	6210	EntertainmentEvent2
Other Direct Expenses Event2	15737	OtherDirectExpensesEvent2
Total Number Of Other Events	1	TotalNumberOfOtherEvents
Gross Receipts Other Events	169753	GrossReceiptsOtherEvents
Charitable Contrib Other Events	102253	CharitableContribOtherEvents
Gross Revenue Other Events	67500	GrossRevenueOtherEvents
Non Cash Prizes Other Events	511	NonCashPrizesOtherEvents
Entertainment Other Events	35290	EntertainmentOtherEvents
Other Direct Expenses Other Events	44965	OtherDirectExpensesOtherEvents
Gross Receipts Total	651331	GrossReceiptsTotal
Charitable Contributions Total	535181	CharitableContributionsTotal
Gross Revenue Total Events	116150	GrossRevenueTotalEvents
Non Cash Prizes Total Events	511	NonCashPrizesTotalEvents
Rent Facility Costs Total Events	6961	RentFacilityCostsTotalEvents
Food And Beverage Total Events	67879	FoodAndBeverageTotalEvents
Entertainment Total Events	43862	EntertainmentTotalEvents
Other Direct Expenses Total Events	74121	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	193334	DirectExpenseSummaryEvents
Net Income Summary	-77184	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable (136 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Method Of ValuationMethodOfValuation	Purpose Of GrantPurposeOfGrant
2-1-1 OC
18012 Mitchell Avenue South	Irvine	CA	92614	330063532	501(c)(3)	100000	BOOK	Information Referral
2-1-1 OC
18012 Mitchell Avenue South	Irvine	CA	92614	330063532	501(c)(3)	50000	BOOK	Basic Needs
Abrazar Inc
7101 Wyoming Street	Westminster	CA	92683	330301538	501(c)(3)	56250	BOOK	Food Basic Needs
Abrazar Inc
7101 Wyoming Street	Westminster	CA	92683	330301538	501(c)(3)	75000	BOOK	Financial Literacy
Abrazar Inc
7101 Wyoming Street	Westminster	CA	92683	330301538	501(c)(3)	68800	BOOK	Income Initiative
Acacia Adult Day Services
11391 Acacia Parkway	Garden Grove	CA	92840	953509323	501(c)(3)	39000	BOOK	Medical Basic Needs
Acacia Adult Day Services
11391 Acacia Parkway	Garden Grove	CA	92840	953509323	501(c)(3)	19500	BOOK	Basic Needs
Access OC (ONE OC fiscal sponsor)
25283 Cabot Road Ste 101	Laguna Hills	CA	92653	952021700	501(c)(3)	63750	BOOK	Medical Basic Needs
Age Well Senior Services Inc
24300 El Toro Road Bldg A Ste 20	Laguna Woods	CA	92637	931163563	501(c)(3)	63750	BOOK	Food Basic Needs
AIDS Services Foundation Orange County
17982 Sky Park Circle Ste J	Irvine	CA	92614	330126481	501(c)(3)	56250	BOOK	Food Basic Needs
Alzheimer's Family Services Center (AFSC)
9451 Indianapolis Avenue	Huntington Beach	CA	92646	953463975	501(c)(3)	25000	BOOK	Medical Basic Needs
Anaheim Community Foundation
200 S Anaheim Blvd Ste 433	Anaheim	CA	92804	330033023	501(c)(3)	20000	BOOK	Shelter Basic Needs
Anaheim Union High School District
501 North Crescent Way	Anaheim	CA	92801	956000120	501(c)(3)	19845	BOOK	Education Initiative
Boat People SOS
9191 Bolsa Ave Ste 110-111	Westminister	CA	92683	800624033	501(c)(3)	6000	BOOK	Income Initiative
Boys & Girls Club of Capistrano Valley
1 Via Positiva	San Juan Capistrano	CA	92675	330529575	501(c)(3)	13000	BOOK	K-12 - Education
Boys & Girls Club of Laguna Beach
1085 Laguna Canyon Road	Laguna Beach	CA	92561	951878822	501(c)(3)	20000	BOOK	0-5 - Education
Boys & Girls Club of Westminster
14400 Chestnut Street	Westminster	CA	92683	952919799	501(c)(3)	25000	BOOK	K-12 - Education
Boys & Girls Clubs of Garden Grove
10540 Chapman Avenue	Garden Grove	CA	92840	956112702	501(c)(3)	38250	BOOK	Medical Basic Needs
Boys & Girls Clubs of Garden Grove
10540 Chapman Avenue	Garden Grove	CA	92840	956112702	501(c)(3)	46500	BOOK	K-12 - Education
Boys & Girls Clubs of Garden Grove
10540 Chapman Avenue	Garden Grove	CA	92840	956112702	501(c)(3)	7000	BOOK	Income Initiative
Boys & Girls Clubs of Huntington Valley
16582 Brookhurst Street	Fountain Valley	CA	92708	956192466	501(c)(3)	40000	BOOK	Workforce Develop.
Cal State Fullerton
2600 Nutwood Ave Ste 850	Fullerton	CA	92831	330567945	501(c)(3)	8000	BOOK	Income Initiative
Cambodian Family
1626 E Fourth St	Santa Ana	CA	92701	953854831	501(c)(3)	45000	BOOK	K-12 - Education
Camino Health Center
30300 Camino Capistrano	San Juan Capistrano	CA	92675	330574214	501(c)(3)	63750	BOOK	Medical Basic Needs
Casa Teresa
PO Box 429	Orange	CA	92856	953251986	501(c)(3)	53800	BOOK	Shelter Basic Needs
Casa Teresa
PO Box 429	Orange	CA	92856	953251986	501(c)(3)	15000	BOOK	Basic Needs
Casa Teresa
PO Box 429	Orange	CA	92856	953251986	501(c)(3)	12759	BOOK	Health Initiative
Casa Youth Shelter
10911 Reagan St	Los Alamitos	CA	90720	953218061	501(c)(3)	66050	BOOK	Shelter Basic Needs
Child Guidance Center Inc
525 Cabrillo Park Drive Ste 300	Santa Ana	CA	92701	952546170	501(c)(3)	63750	BOOK	Medical Basic Needs
Child Guidance Center Inc
525 Cabrillo Park Drive Ste 300	Santa Ana	CA	92701	952546170	501(c)(3)	12759	BOOK	Health Initiative
Colette's Children's Home
17301 Beach Blvd Ste 23	Huntington Beach	CA	92647	911939140	501(c)(3)	58150	BOOK	Shelter Basic Needs
Community Action Partnership of OC
11870 Monarch Street	Garden Grove	CA	92841	952452787	501(c)(3)	56250	BOOK	Food Basic Needs
Community Action Partnership of OC
11870 Monarch Street	Garden Grove	CA	92841	952452787	501(c)(3)	50000	BOOK	Basic Needs
Community Action Partnership of OC
11870 Monarch Street	Garden Grove	CA	92841	952452787	501(c)(3)	17000	BOOK	Income Initiative
Community SeniorServ Inc
1200 N Knollwood Circle	Anaheim	CA	92801	952771715	501(c)(3)	63750	BOOK	Food Basic Needs
Community Service Programs Inc
1821 E Dyer Rd Ste 200	Santa Ana	CA	92705	953167866	501(c)(3)	66050	BOOK	Shelter Basic Needs
Consumer Credit Counseling Service of OC
1920 Old Tustin Avenue	Santa Ana	CA	92705	952426981	501(c)(3)	60000	BOOK	Financial Literacy
Consumer Credit Counseling Service of OC
1920 Old Tustin Avenue	Santa Ana	CA	92705	952426981	501(c)(3)	22000	BOOK	Income Initiative
Dayle McIntosh Center for the Disabled
13272 Garden Grove Blvd	Garden Grove	CA	92843	953313707	501(c)(3)	38800	BOOK	Shelter Basic Needs
Early Literacy Program
2100 E Fourth Street	Santa Ana	CA	92705	330781751	501(c)(3)	45000	BOOK	0-5 - Education
El Sol Science and Arts Academy
1010 N Broadway	Santa Ana	CA	92701	330960964	501(c)(3)	45000	BOOK	K-12 - Education
Families Forward
9221 Irvine Blvd	Irvine	CA	92618	330086043	501(c)(3)	66850	BOOK	Shelter Basic Needs
Families Forward
9221 Irvine Blvd	Irvine	CA	92618	330086043	501(c)(3)	28673	BOOK	Womans Initiative
Family Assistance Ministries
PO Box 73064	San Clemente	CA	92673	330864870	501(c)(3)	38800	BOOK	Shelter Basic Needs
Friendly Center Inc
PO BOX 706	Orange	CA	92856	952479833	501(c)(3)	56250	BOOK	Food Basic Needs
Friendly Center Inc
PO BOX 706	Orange	CA	92856	952479833	501(c)(3)	55000	BOOK	K-12 - Education
Friendship Shelter Inc
PO Box 4252	Laguna Beach	CA	92652	330219404	501(c)(3)	60000	BOOK	Shelter Basic Needs
Friendship Shelter Inc
PO Box 4252	Laguna Beach	CA	92652	330219404	501(c)(3)	28673	BOOK	Womans Initiative
Fullerton Interfaith Emergency Service
PO Box 6326	Fullerton	CA	92834	330147739	501(c)(3)	66050	BOOK	Shelter Basic Needs
Fullerton Interfaith Emergency Service
PO Box 6326	Fullerton	CA	92834	330147739	501(c)(3)	12759	BOOK	Health Initiative
Gary Center
341 S Hillcrest St	La Habra	CA	90631	952752846	501(c)(3)	51000	BOOK	Medical Basic Needs
Girl Scout Council of Orange County
9500 Toledo Way	Irvine	CA	92618	952023244	501(c)(3)	25000	BOOK	Financial Literacy
Girls Incorporated of Orange County
150 Paularino Avenue D-290	Costa Mesa	CA	92626	951810150	501(c)(3)	35000	BOOK	Workforce Develop.
Girls Incorporated of Orange County
150 Paularino Avenue D-290	Costa Mesa	CA	92626	951810150	501(c)(3)	28673	BOOK	Womans Initiative
Giving Children Hope
8332 Commonwealth Ave	Buena Park	CA	90621	953464287	501(c)(3)	37500	BOOK	Food Basic Needs
Goodwill Industries
410 N Fairview St	Santa Ana	CA	92703	951644018	501(c)(3)	7000	BOOK	Income Initiative
Grandma's House of Hope
174 W Lincoln Ave Ste 541	Anaheim	CA	92805	260391438	501(c)(3)	58150	BOOK	Shelter Basic Needs
Grandma's House of Hope
174 W Lincoln Ave Ste 541	Anaheim	CA	92805	260391438	501(c)(3)	25000	BOOK	Workforce Develop.
GroundWork Group
1880 Mackenzie Drive	Columbus	OH	43220	593808297	501(c)(3)	25000	BOOK	Education
Habitat for Humanity
2200 S Ritchey St Santa Ana	Santa Ana	CA	92705	330311059	501(c)(3)	13778	BOOK	Basic Needs
Hands Together A Center for Children
201 Civic Center Dr East	Santa Ana	CA	92701	330857087	501(c)(3)	45000	BOOK	0-5 - Education
Healthy Smiles for Kids of Orange County
10602 Chapman Avenue	Garden Grove	CA	92840	383675065	501(c)(3)	37500	BOOK	Medical Basic Needs
Help Me Grow OC-UCI Foundation
1915 W Orangewood Ave Ste 303	Orange	CA	92868	952540117	501(c)(3)	20000	BOOK	0-5 - Education
Human Options Inc
PO Box 53745	Irvine	CA	92619	953667817	501(c)(3)	45000	BOOK	Shelter Basic Needs
Human Options Inc
PO Box 53745	Irvine	CA	92619	953667817	501(c)(3)	22500	BOOK	Basic Needs
Human Options Inc
PO Box 53745	Irvine	CA	92619	953667817	501(c)(3)	30007	BOOK	Womans Initiative
Huntington Beach Union High School District
5832 Bolsa Avenue	Huntington Beach	CA	92649	330514550	501(c)(3)	8230	BOOK	Education Initiative
Hurtt Family Health Clinic
One Hope Drive	Tustin	CA	92782	330906866	501(c)(3)	59500	BOOK	Medical Basic Needs
Illumination Foundation
2691 Richter Ave Ste 107	Irvine	CA	92606	711047686	501(c)(3)	66050	BOOK	Shelter Basic Needs
Illumination Foundation
2691 Richter Ave Ste 107	Irvine	CA	92602	711047686	501(c)(3)	100000	BOOK	Basic Needs
Instituto Para La Mujer de Hoy
1000 N Alameda St 240	Los Angeles	CA	90012	954302067	501(c)(3)	46000	BOOK	Financial Literacy
Interval House
PO Box 3356	Seal Beach	CA	90740	953389113	501(c)(3)	66050	BOOK	Shelter Basic Needs
Intervention Center for Early Childhood
1538 E Warner Ave Ste A	Santa Ana	CA	92705	953850651	501(c)(3)	37000	BOOK	0-5 - Education
Irvine Adult Day Health Services
20 Lake Road	Irvine	CA	92604	330599371	501(c)(3)	59228	BOOK	Medical Basic Needs
Jewish Federation & Family Services of OC
1 Federation Way Ste 220	Irvine	CA	92603	952407026	501(c)(3)	40000	BOOK	Workforce Develop.
KidWorks Community Development Corporation
1902 W Chestnut Ave	Santa Ana	CA	92703	743081569	501(c)(3)	30000	BOOK	K-12 - Education
Kinship Center
18302 Irvine Blvd Ste 300	Tustin	CA	92780	942971761	501(c)(3)	36428	BOOK	Medical Basic Needs
Laguna Beach Community Clinic
362 Third Street	Laguna Beach	CA	92651	952637633	501(c)(3)	56250	BOOK	Medical Basic Needs
Laura's House
999 Corporate Drive Ste 225	Ladera Ranch	CA	92694	330621826	501(c)(3)	30000	BOOK	Shelter Basic Needs
Laura's House
999 Corporate Drive Ste 225	Ladera Ranch	CA	92694	330621826	501(c)(3)	15000	BOOK	Financial Stability
Legal Aid Society of Orange County
2101 North Tustin Avenue	Santa Ana	CA	92705	951994337	501(c)(3)	37500	BOOK	Financial Literacy
Legal Aid Society of Orange County
2101 North Tustin Avenue	Santa Ana	CA	92705	951994337	501(c)(3)	51000	BOOK	Income Initiative
Lestonnac Free Clinic
1215 E Chapman Avenue	Orange	CA	92866	953499011	501(c)(3)	37500	BOOK	Medical Basic Needs
Mariposa Women & Family Center
812 West Town Country Road	Orange	CA	92868	953626580	501(c)(3)	71250	BOOK	Medical Basic Needs
Mental Health Association of Orange County (MHA)
822 Town Country Road	Orange	CA	92868	952036972	501(c)(3)	37500	BOOK	Food Basic Needs
Mercy House Living Centers
PO Box 1905	Santa Ana	CA	92702	330315864	501(c)(3)	45000	BOOK	Shelter Basic Needs
Mercy House Living Centers
PO Box 1905	Santa Ana	CA	92702	330315864	501(c)(3)	10000	BOOK	Basic Needs
Mercy House Living Centers
PO Box 1905	Santa Ana	CA	92702	330315864	501(c)(3)	22500	BOOK	Basic Needs
Miracles for Kids
3002 Dow Avenue Ste 502	Tustin	CA	92780	912160616	501(c)(3)	45000	BOOK	Shelter Basic Needs
Miracles for Kids
3002 Dow Avenue Ste 502	Tustin	CA	92780	912160616	501(c)(3)	22500	BOOK	Basic Needs
MOMS Orange County
1128 W Santa Ana Blvd	Santa Ana	CA	92703	330518078	501(c)(3)	56250	BOOK	Medical Basic Needs
Nhan Hoa Comprehensive Health Care Clinic
7761 Garden Grove Blvd	Garden Grove	CA	92841	330477323	501(c)(3)	63750	BOOK	Medical Basic Needs
Nova Academy
2609 W 5th St	Santa Ana	CA	92703	320079174	501(c)(3)	50000	BOOK	K-12 - Education
OCDE
PO Box 9050	Costa Mesa	CA	92626	956000943	501(c)(3)	10154	BOOK	Education Initiative
Olive Crest Treatment Centers Inc
2130 E Fourth Street Ste 200	Santa Ana	CA	92705	952877102	501(c)(3)	46600	BOOK	Shelter Basic Needs
OneOC
1901 E 4th Street Ste 100	Santa Ana	CA	92705	952021700	501(c)(3)	8000	BOOK	Basic Needs
Orange Children & Parents Together Inc
3530 E Chapman Ave	Orange	CA	92869	953062939	501(c)(3)	40000	BOOK	0-5 - Education
Orange County Adult Achievement Center
225 Carl Karcher Way	Anaheim	CA	92801	951863666	501(c)(3)	35000	BOOK	Workforce Develop.
Orange County Bar Foundation
313 N Birch Street 2nd Floor	Santa Ana	CA	92701	237068923	501(c)(3)	56250	BOOK	Medical Basic Needs
Orange County Child Abuse Prevention Center
500 South Main St Ste 1100	Orange	CA	92868	330013237	501(c)(3)	63750	BOOK	Medical Basic Needs
Orange County Rescue Mission
One Hope Drive	Tustin	CA	92782	952479552	501(c)(3)	54300	BOOK	Shelter Basic Needs
Orange County Rescue Mission
One Hope Drive	Tustin	CA	92782	952479552	501(c)(3)	25518	BOOK	Health Initiative
Providence Speech and Hearing Center
1301 W Providence Ave	Orange	CA	92868	956154473	501(c)(3)	37000	BOOK	0-5 - Education
Providence Speech and Hearing Center
1301 W Providence Ave	Orange	CA	92868	956154473	501(c)(3)	63750	BOOK	Medical Basic Needs
Public Health Foundation Enterprise
13200 Crossroads Pkwy N Ste 135	City of Industry	CA	91746	952557063	501(c)(3)	12759	BOOK	Health Initiative
Raise Foundation
1920 East Warner Avenue Ste A	Santa Ana	CA	92705	330240178	501(c)(3)	21600	BOOK	Food Basic Needs
Raise Foundation
1920 East Warner Avenue Ste A	Santa Ana	CA	92705	330240178	501(c)(3)	10800	BOOK	Basic Needs
Rehabilitation Institute of Southern California
1800 E La Veta	Orange	CA	92866	951792279	501(c)(3)	51194	BOOK	0-5 - Education
Roadtrip Nation
853 W 17th St Unit A	Costa Mesa	CA	92627	263889207	501(c)(3)	38000	BOOK	Education Initiative
Salvation Army
10200 Pioneer Rd	Tustin	CA	92782	941156347	501(c)(3)	44000	BOOK	Shelter Basic Needs
Santa Ana Unified School District
1601 E Chestnut Ave	Santa Ana	CA	92701	330383385	501(c)(3)	16167	BOOK	Education Initiative
ScienceOC (ONE OC fiscal sponsor)
1901 E 4th Street Ste 100	Santa Ana	CA	92705	952021700	501(c)(3)	45000	BOOK	K-12 - Education
Serving People in Need Inc (SPIN)
151 Kalmus Drive Ste H-2	Costa Mesa	CA	92626	330329687	501(c)(3)	58150	BOOK	Shelter Basic Needs
Share Our Selves
1550 Superior Avenue	Costa Mesa	CA	92627	953222316	501(c)(3)	75000	BOOK	Medical Basic Needs
South County Outreach
26776 Vista Terrace	Lake Forest	CA	92630	330330233	501(c)(3)	56250	BOOK	Food Basic Needs
Southwest Minority Economic Development
1601 West Second Street	Santa Ana	CA	92703	953312805	501(c)(3)	63750	BOOK	Food Basic Needs
St Margaret of Scotland Episcopal School
31641 La Novia	San Juan Capistrano	CA	92675	953408913	501(c)(3)	25000	BOOK	K-12 - Education
Straight Talk Inc
5712 Camp St	Cypress	CA	90630	237134097	501(c)(3)	34950	BOOK	Shelter Basic Needs
Taller San Jose
801 North Broadway	Santa Ana	CA	92701	593816355	501(c)(3)	50000	BOOK	Workforce Develop.
Taller San Jose
801 North Broadway	Santa Ana	CA	92701	593816355	501(c)(3)	28673	BOOK	Womans Initiative
The Center Orange County
1605 N Spurgeon Street	Santa Ana	CA	92701	952934041	501(c)(3)	26250	BOOK	Medical Basic Needs
THINK Together
2100 E Fourth Street	Santa Ana	CA	92705	330781751	501(c)(3)	46500	BOOK	K-12 - Education
Thomas House Temporary Shelter
PO Box 2737	Garden Grove	CA	92843	330204757	501(c)(3)	52700	BOOK	Shelter Basic Needs
United Cerebral Palsy of Orange County
980 Roosevelt Ste 100	Irvine	CA	92620	951856340	501(c)(3)	63750	BOOK	Medical Basic Needs
United Labor Agency of Orange County
13252 Garden Grove Blvd Ste 101	Garden Grove	CA	92843	330371293	501(c)(3)	52394	BOOK	Shelter Basic Needs
United Ways of CA
1107 Fair Oaks Ave 12	South Pasadena	CA	91030	941646369	501(c)(3)	19776	BOOK	Basic Needs
Villa Center Inc
910 North French Street	Santa Ana	CA	92701	952312323	501(c)(3)	52700	BOOK	Shelter Basic Needs
Vital Link
PO Box 12064	Costa Mesa	CA	92627	330632256	501(c)(3)	85000	BOOK	Education Initiative
Vocational Visions
26041 Pala	Mission Viejo	CA	92691	952972669	501(c)(3)	45000	BOOK	Workforce Develop.
Western Youth Services
23461 South Pointe Dr Ste 220	Laguna Hills	CA	92653	953407054	501(c)(3)	63750	BOOK	Medical Basic Needs
WISEPlace
1411 N Broadway	Santa Ana	CA	92604	951684796	501(c)(3)	57250	BOOK	Shelter Basic Needs
WISEPlace
1411 N Broadway	Santa Ana	CA	92604	951684796	501(c)(3)	28673	BOOK	Womans Initiative
Women Helping Women Inc
1800 East Mc Fadden Avenue Ste 1A	Santa Ana	CA	92705	330576900	501(c)(3)	40000	BOOK	Workforce Develop.
YMCA of Anaheim
240 South Euclid St	Anaheim	CA	92802	951709299	501(c)(3)	25000	BOOK	K-12 - Education
YWCA of North Orange County
215 E Commonwealth Avenue Ste E	Fullerton	CA	92832	951687482	501(c)(3)	42000	BOOK	Medical Basic Needs
YWCA of North Orange County
215 E Commonwealth Avenue Ste E	Fullerton	CA	92832	951687482	501(c)(3)	21000	BOOK	Basic Needs

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	106	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	GENERAL INFO - GRANTS & ASSISTANCE	Identifier
Return Reference	SCHEDULE I, PART I, Q2	ReturnReference
Explanation	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.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg
MARIA CHAVEZ WILCOX
0	0	0	0	195166	0	0	3719	198885	0	63916
TARYN VIDOVICH
134924	0	13000	0	0	0	4545	5092	157561	0	0
TERRI SUTRO
117459	0	5000	0	0	0	2534	4910	129903	0	0
CARLA VARGAS RIVAS
135568	0	17000	0	0	0	3398	3932	159898	0	0
SUSAN CAUMIANT
127218	0	0	0	0	0	2903	3485	133606	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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.
PAYMENT RECEIVED	SCHEDULE J, PART I, 4A	MARIA CHAVEZ WILCOX; $131,250

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArt
Art Historical Treasures		ArtHistoricalTreasures
Art Fractional Interest		ArtFractionalInterest
Books And Publications		BooksAndPublications
Clothing And Household Goods		ClothingAndHouseholdGoods

Cars And Other Vehicles CarsAndOtherVehicles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	4	NumberOfContributions
Noncash Contribs Rptd F990	7000	NoncashContribsRptdF990
Method Of Determining Revenues	SELLING PRICE	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Boats And Planes		BoatsAndPlanes
Intellectual Property		IntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	29	NumberOfContributions
Noncash Contribs Rptd F990	258693	NoncashContribsRptdF990
Method Of Determining Revenues	SELLING PRICE	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStock
Securities Prtnrshp Trust Intrsts		SecuritiesPrtnrshpTrustIntrsts
Securities Miscellaneous		SecuritiesMiscellaneous
Qualified Contrib Hist Struct		QualifiedContribHistStruct
Qualified Contrib Other		QualifiedContribOther
Real Estate Residential		RealEstateResidential
Real Estate Commercial		RealEstateCommercial
Real Estate Other		RealEstateOther
Collectibles		Collectibles
Food Inventory		FoodInventory
Drugs And Medical Supplies		DrugsAndMedicalSupplies
Taxidermy		Taxidermy
Historical Artifacts		HistoricalArtifacts
Scientific Specimens		ScientificSpecimens
Archaeological Artifacts		ArchaeologicalArtifacts
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	true	ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SECURITIES DONATIONS	SCHEDULE M LINE 9	THE ORGANIZATION UTILIZES AN UNRELATED OUTSIDE THIRD PARTY TO PROCESS AND SELL NON-CASH SECURITIES DONATIONS.
VEHICLE DONATION CENTER	SCHEDULE M LINE 6	THE ORGANIZATION UTILIZES AN UNRELATED OUTSIDE THIRD PARTY TO PROCESS VEHICLE DONATIONS.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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. OCUWS EXECUTIVE COMPENSATION PROGRAM IS DESIGNED TO ENCOURAGE RETENTION OF HIGH CALIBER EXECUTIVES. THE COMMITTEE CONSIDERS NUMEROUS FACTORS INCLUDING OCUWS 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 WAYS 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 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.
EXEMPT PURPOSE ACHIEVEMENTS OF 3 LARGEST PROGRAM SERVICES	FORM 990 PART III, Q.4A	4A. COMMUNITY INVESTMENT ALLOCATION POOL ORANGE COUNTY UNITED WAY (OCUW) MOBILIZES THE PHILANTHROPIC AND CARING POWER OF OUR COMMUNITY TO MEET THE CRITICAL EDUCATION, INCOME AND HEALTH NEEDS OF LOW-INCOME CHILDREN, FAMILIES AND ADULTS BY SUPPORTING AND LEADING RESEARCH BASED SOLUTIONS THAT ARE MEASURABLE AND EFFECTIVE. OCUW IS BUILDING THE CAPACITY OF THE NONPROFIT SECTOR AND DIRECTLY MEETING THE NEEDS OF OUR COMMUNITY THROUGH A NUMBER OF INVESTMENT STRATEGIES, 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 PROVIDED 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 COUNTYWIDE INITIATIVES, IMPLEMENTING AND FUNDING INNOVATIVE SERVICE MODELS ADDRESSING UNMET EDUCATION NEEDS OF OUR YOUTH AND FINANCIAL STABILITY SERVICES FOR LOW-INCOME WORKING FAMILIES. 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. OCUWS INITIATIVES INCLUDE: DESTINATION GRADUATION SUPPORTING CRITICAL EDUCATION STRATEGIES; THE EARNED INCOME TAX CREDIT CAMPAIGN PROVIDING FREE TAX SERVICES AND ACCESS TO EARNED INCOME TAX CREDITS; BANK ON ORANGE COUNTY REDUCING PREDATORY LENDING AND INCREASING FINANCIAL LITERACY; AND SPARKPOINT OC AN INNOVATIVE BUNDLED SERVICE MODEL HELPING FAMILIES TO REACH FINANCIAL STABILITY.
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 WAYS MISSION. THEY INCLUDE $1.1 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 FUNDERS COLLABORATIVES IN THE AREAS OF EDUCATION, INCOME AND HEALTH.
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 5	NET REALIZED GAINS (LOSSES) ON INVESTMENTS: -47,969 PRIOR-YEAR PLEDGE LOSS ADJUSTMENT: 299,399 ======= TOTAL: 251,430