2026-05-07T14:50:23-05:00 2025-06-30 991856619 GRANT THORNTON ADVISORS LLC 53 STATE STREET SUITE 1600 BOSTON MA 02109 990 2024-07-01 952274801 UNITED WAY INC UNIT 2138086220 515 S FIGUEROA STREET SUITE 900 LOS ANGELES CA 90071 ELISE BUIK PRESIDENT AND CEO 2138086220 2026-05-07 1 1 ERIN COUTURE P01390592 6177237900 2024 2025-03-06 01:10:19Z UNITED WAY OF GREATER LOS ANGELES ELISE BUIK 515 S FIGUEROA STREET SUITE 900 LOS ANGELES CA 90071 88434749 0 X WWW.UNITEDWAYLA.ORG X 1962 CA WE CAN ACCOMPLISH MORE TOGETHER THAN ALONE. BY COMBINING COMMUNITY POWER, (CONT. ON SCH. O) DONATIONS AND NEW SOLUTIONS TO LONG STANDING CHALLENGES WE CAN SUPPORT NEIGHBORS ON A PATHWAY FROM POVERTY TO PROSPERITY. 28 28 83 1320 0 0 30312001 37559171 0 0 6357232 8532607 2011875 4133229 38681108 50225007 28318136 21703154 0 0 8469262 9093266 357488 289700 3338674 12485709 15590476 49630595 46676596 -10949487 3548411 188168540 182513736 112381464 101241354 75787076 81272382 X WE CAN ACCOMPLISH MORE TOGETHER THAN ALONE. BY COMBINING COMMUNITY POWER, DONATIONS AND NEW SOLUTIONS TO LONG STANDING CHALLENGES WE CAN SUPPORT NEIGHBORS ON A PATHWAY FROM POVERTY TO PROSPERITY. 0 0 29540681 14878624 1634837 SUPPORTING PEOPLE IN CRISIS TAPPING INTO OUR COLLECTIVE ABILITY TO HELP, WE MULTIPLY CONTRIBUTIONS AND HARD WORK INTO IMMEDIATE RELIEF FOR NEIGHBORS WHO NEED FOOD, HOUSING, HEALTHCARE, AND FINANCIAL ASSISTANCE.WE ARE INVESTING TO SUSTAIN AND EXPAND ASSISTANCE TO INDIVIDUALS AND FAMILIES EXPERIENCING THE DAILY CRISIS OF POVERTY. WE HAVE:- SUPPORTED 17,969 HOUSEHOLDS RECEIVED UTILITIES ASSISTANCE & 281,574 MEALS WERE SERVED BY 168 ORGANIZATIONS UNDER EMERGENCY FOOD AND SHELTER PROGRAM (EFSP) THIS PAST YEAR. THE LAST CONTRACTED PERIOD OF EFSP WILL END DEC 2025. WITH FEDERAL CHANGES THERE IS CURRENTLY NO CLEAR PLAN FOR THE CONTINUATION OF EFSP. (CONT. ON SCH. O)- COORDINATED INVESTMENTS IN SITE IMPROVEMENTS AND OPERATIONAL ENHANCEMENTS AT PLACES THAT SUPPORT HOUSEHOLDS WHO ARE UNHOUSED ANT AT-RISK OF HOMELESSNESS. IN THE LAST YEAR, 34 DAYTIME SITES AND 7 SENIOR CENTERS WERE FUNDED SHELTERS, AND AN ADDITIONAL SET OF 8 TARGETED SITES FOR LARGER INVESTMENT, WERE PROVIDED FUNDING FOR SITE IMPROVEMENTS AND OPERATIONAL ENHANCEMENTS IN ORDER TO BETTER SERVE 84K+ PEOPLE EXPERIENCING AND AT-RISK OF HOMELESSNESS. - LAUNCHED IN RESPONSE TO THE WILDFIRES TO RAISE FUNDS FOR DEPLOYMENT. TO DATE THERE HAVE BEEN 33 PARTNERS INVESTED IN ACROSS TWO PHASES OF GRANTMAKING TOTALING $2.725M. - LED EFFORTS TO PASS A LOCAL RESOURCE MEASURE TO SUPPORT HOMELESSNESS SOLUTIONS AND AFFORDABLE HOUSING IN NOVEMBER 2024 WHICH WE THEN HAVE BEEN ACTIVE IN SUPPORTING IMPLEMENTATION OF, INCLUDING COUNTYWIDE GOAL SETTING AND PROGRAM GUIDELINE DEVELOPMENT. 6795078 3422447 0 BUILDING SHARED PROSPERITYEVERY NEIGHBORHOOD IN L.A. IS FULL OF DREAMERS AND DOERS WHO HAVE A VISION FOR WHAT THEIR COMMUNITY COULD BE. THAT'S WHY WE WORK WITH LOCAL PARTNERS TO CREATE COMMUNITY-OWNED APPROACHES TO BUILDING WEALTH AND POWER THAT WILL CHANGE THE FUTURE FOR THIS GENERATION AND THE NEXT.WE ARE INVESTING FOR SHARED PROSPERITY EFFORTS THAT CREATE PATHWAYS OF OPPORTUNITY AND EQUITY ACROSS OUR REGION. WE HAVE:- THE AFFORDABLE HOUSING INITIATIVE HAS INVESTED IN 374 AFFORDABLE UNITS FINANCED AT 50% OF THE AVERAGE COST THIS LAST YEAR AND CONTINUES TO SCALE THAT PROGRAM THROUGH LACAHSA, THE HOUSING SOLUTIONS AGENCY WE HELPED CREATE. IT HAS THE POTENTIAL TO CREATE AN (CONT. ON SCH. O) IMPACTFUL SUPPLY OF AFFORDABLE HOUSING AND PREVENT HOMELESSNESS ACROSS OUR REGION.- THE COMMUNITY PROSPERITY INITIATIVE AIMS TO ENGAGE LOCAL COMMUNITY MEMBERS IN BUILDING AN ECONOMY THAT WORKS FOR THEM. OVER THE YEAR, OVER COMMUNITY PROJECT DESIGN WORK WAS COMPLETED ACROSS OF NORTH LONG BEACH, ASSET MAPPING IN FINAL STAGES IN CITY OF SAN FERNANDO, AND WILLOWBROOK, ADDING TO THE EFFORTS IN PICO UNION. A PROSPERITY FUND WAS LAUNCHED WHICH INVESTED IN 12 PROJECTS. EARLY ROUND PROJECTS HAVE ALREADY REPORTED IMPACTING 330+ SMALL BUSINESSES AND MICROENTREPRENUERS THROUGH THEIR EFFORTS. - TO INCREASE COMPLETION AND TRANSFER RATES, SUPPORTED 479 STUDENTS THROUGH WAY2SUCCESS COMMUNITY COLLEGE RESOURCE FAIR, MENTORSHIP PROGRAM, STUDENT SUCCESS FUNDS, AND DISTRIBUTED 6100 COPIES OF OUR 2ND ANNUAL TOOL KIT FOCUSED ON DUAL ENROLLMENT WITH LBCCD, LBUSD, CAMPAIGN FOR COLLEGE OPPORTUNITY, ED TRUST WEST. 3402083 3402083 51062 UNITED WAY OF GREATER LOS ANGELES ENABLES DONORS TO DESIGNATE THEIR GIFTS TO OTHER UNITED WAY OR TO OTHER NONPROFIT ORGANIZATIONS. IN FISCAL YEAR 2024-2025, WE PROCESSED $3,402,083 IN DESIGNATIONS. 39737842 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 41 0 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 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 515 S FIGUEROA STREET SUITE 900 LOS ANGELES CA 90071 MARTHA SANTANA-CHIN CHAIR 5.00 0.00 X X 0 0 0 IRENE OH VICE CHAIR 5.00 0.00 X X 0 0 0 JOHN YAMAMOTO CORPORATE SECRETARY 5.00 0.00 X X 0 0 0 EDGAR CAMPOS BOARD MEMBER 1.00 0.00 X 0 0 0 ALEX MARTIN CHAVES BOARD MEMBER 1.00 0.00 X 0 0 0 LISA CLERI REALE BOARD MEMBER 1.00 0.00 X 0 0 0 SCOTT COHEN BOARD MEMBER 1.00 0.00 X 0 0 0 KEVIN DEMOFF BOARD MEMBER 1.00 0.00 X 0 0 0 TED DUNN BOARD MEMBER 1.00 0.00 X 0 0 0 RUDY ESPINOZA BOARD MEMBER 1.00 0.00 X 0 0 0 KIM HARRINGTON BOARD MEMBER 1.00 0.00 X 0 0 0 MICHAEL HEADRICK BOARD MEMBER 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 SANDRA HRNA BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 ALICE JUAREZ BOARD MEMBER 1.00 0.00 X 0 0 0 STEFANIE KANE BOARD MEMBER 1.00 0.00 X 0 0 0 STEWART KWOH BOARD MEMBER 1.00 0.00 X 0 0 0 LESLIE LIVESAY BOARD MEMBER 1.00 0.00 X 0 0 0 KAIA REIN-HOFFMAN BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELLE RHONE-COLLINS 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 ANN SUGAI BOARD MEMBER 1.00 0.00 X 0 0 0 HAMED TAVAJOHI BOARD MEMBER. 1.00 0.00 X 0 0 0 HASSAN WEBBE BOARD MEMBER 1.00 0.00 X 0 0 0 YVONNE WHEELER BOARD MEMBER 1.00 0.00 X 0 0 0 JIM WHITE BOARD MEMBER 1.00 0.00 X 0 0 0 MICHELLE WROAN BOARD MEMBER 1.00 0.00 X 0 0 0 AARON YOHNKE BOARD MEMBER - PART YEAR 1.00 0.00 X 0 0 0 ELISE BUIK PRESIDENT & CEO 50.00 0.00 X 512413 0 479649 LINING RECENDEZ VP, FINANCE 50.00 0.00 X 254186 0 70186 CHRIS KO VP, IMPACT & STRATEGY 50.00 0.00 X 224271 0 25437 THOMAS NEWMAN VP, PUBLIC AFFAIRS 50.00 0.00 X 198176 0 33450 ERIN MORTON VP, STRATEGIC PARTNERSHIPS 50.00 0.00 X 195000 0 14224 DAVID TRAN DIR., FINANCE & BUSINESS SOLUTIONS 50.00 0.00 X 154379 0 29072 XOCHITL FLORES DIRECTOR, PEOPLE & CULTURE 50.00 0.00 X 138011 0 38077 SHANNON BIGGS DIRECTOR OF TALENT & STRATEGY 50.00 0.00 X 141702 0 17333 EMILY BRADLEY DIR., STRATEGIC INVST 50.00 0.00 X 131532 0 15862 HAZEL LOPEZ DIR., CRISIS SOULTIONS 50.00 0.00 X 136332 0 10161 2086002 0 733451 20 0 1 0 NM MARKETING 6332 SCALEA CT PLAMDALE CA 93552 ADVOCACY COMMUNICATION & MAILINGS 742288 SLAY EVENT MGMT & CONS 1215 W IMPERIAL HIGHWAY SUITE 102 BREA CA 92821 EVENTS MANAGEMENT 705885 KPMG 550 SOUTH HOPE ST SUITE 1500 LOS ANGELES CA 90071 RES. ANALYSIS ON HOMELESS SEC. WORKFORCE 595000 VERITIMO PO BOX 110 REDWAY CA 95560 IT MANAGEMENT 486002 VOXPOP 8564 RUGBY DR WEST HOLLYWOOD CA 90069 PROGRAMMATIC DIGITAL COMM & DESIGN 445769 13 1564558 1582635 34411978 417705 37559171 8557871 8557871 265 265 38184478 38209742 -25264 -25264 -25264 ADMIN FEE AND EXPENSE 900099 2407548 51062 2356486 AHI LOAN FEE INCOME 522200 1634837 1634837 90579 90579 4132964 50225007 1685899 0 10979937 X 21703154 21703154 1384150 578667 425335 380148 6196294 3437191 1082917 1676186 607127 239069 239870 128188 491844 319453 62303 110088 558701 440544 50189 67968 2298 2298 147380 147380 26000 26000 144850 144850 54344 54344 5085149 4618228 348743 118178 1431732 1289642 33130 108960 167910 85989 46854 35067 828422 316241 370100 142081 1056896 512696 353693 190507 206198 98721 61560 45917 340208 271002 37801 31405 5217921 5214015 2539 1367 356428 142571 139007 74850 92497 36999 36074 19424 134470 54070 52260 28140 MISCELLANEOUS EXPENSES 252385 163352 53683 35350 PROVISION FOR LOAN LOSS 190238 190238 46676596 39737842 3600080 3338674 14790793 14077936 63601027 37362302 2974460 1949833 751319 3733112 47670395 54592085 1746780 2991441 2400191 83876 95874 2316315 41137927 49438481 963341 205563 3406566 3170627 11030058 12676041 188168540 182513736 2924407 8320104 2960530 2313492 0 0 418695 418695 94907792 70248097 10045000 12092500 1125040 7848466 112381464 101241354 X 43061676 44826539 32725400 36445843 75787076 81272382 188168540 182513736 X 3548411 595809 1341086 X 0 1 X 1 0 X 66980133 47937252 44559498 30312001 37559171 227348055 66980133 47937252 44559498 30312001 37559171 227348055 64840542 162507513 304919 457100 1254375 5926824 8558136 16501354 1215232 1068000 1538466 2011137 2447065 8279900 252129309 2655213 0.64450 0.75590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 761607 0 1 810000 1 100059 1 74059 0 1745725 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: UNITED WAY PARTNERED WITH EXPERTS UNITED FOR HOMELESS AND HOUSING SOLUTIONS, A COALITION OF NONPROFITS, AND THESE GRANTS WERE IN SUPPORT OF MEASURE A. MEASURE A IS A HOMELESSNESS SERVICES AND AFFORDABLE HOUSING BALLOT MEASURE, WHICH WAS PRESENTED TO THE CITIZENS OF LOS ANGELES COUNTY ON THE NOVEMBER 2024 BALLOT. MEASURE A ALLOWS SUPPORT FOR HOMELESS HOUSING AND SERVICES TO SUPPORT PEOPLE CURRENTLY EXPERIENCING HOMELESSNESS IN FINDING PERMANENT SOLUTIONS WHILE DOING EVEN MORE TO ADDRESS THE DRIVERS OF HOMELESSNESS IN LA COUNTY THROUGH AFFORDABLE HOUSING CONSTRUCTION, HOMELESSNESS PREVENTION, AND SUPPORT FOR VULNERABLE RENTERS. MEASURE A IS TO REPEAL AND REPLACE MEASURE H WHICH WAS SET TO EXPIRE IN 2027. AS A RESULT OF THESE EFFORTS AND SUPPORT, MEASURE A WAS APPROVED BY LOS ANGELES COUNTY VOTERS ON THE NOVEMBER 2024 BALLOT. 1D - THESE MAILINGS WERE COMMUNICATIONS PIECES SENT TO VOTERS IN SUPPORT OF THE LOS ANGELES COUNTY MEASURE A, WHICH APPEARED ON THE NOVEMBER 2025 BALLOT. 1F - THESE GRANTS WERE IN SUPPORT OF THE HOMELESSNESS AND HOUSING BALLOT MEASURE FOR LOS ANGELES COUNTY MEASURE A WHICH APPEARED ON THE NOVEMBER 2024 BALLOT. 1G - STAFF MEMBERS AT UNITED WAY OF GREATER LOS ANGELES WORKED WITH HIRED OUTSIDE CONSULTANTS WITH EXPERTISE IN PUBLIC AFFAIRS AND POLICY CHANGE TO HELP PROVIDE STRATEGIC ADVICE AND OUTREACH SUPPORT TO THE ORGANIZATION. DIRECT CONTACT IN THIS TIME PERIOD WAS PRIMARILY RELATED TO THE NOVEMBER 2024 LOS ANGELES COUNTY BALLOT MEASURE. 1H - STAFF MEMBERS AT UNITED WAY OF GREATER LOS ANGELES WORKED WITH HIRED OUTSIDE CONSULTANTS WITH EXPERTISE IN PUBLIC AFFAIRS AND POLICY CHANGE TO HELP ORGANIZE COMMUNITY BASED ORGANIZATIONS AND INSTITUTIONAL PARTNERS TO ADVOCATE FOR SHARED PUBLIC POLICY PRIORITIES. GRASSROOTS ORGANIZING DURING THIS TIME PERIOD WAS PRIMARILY RELATED TO INCREASING SUPPORT FOR THE NOVEMBER 2024 LOS ANGELES COUNTY MEASURE A. 0 1 X 10413984 150000 1309190 11873174 8901454 300000 1212530 10413984 4514924 3683000 703530 8901454 5222243 -707319 4514924 4046690 1175553 5222243 1.00000 0 0 1975471 1975471 32845 32845 391875 83876 307999 2316315 RESTRICTED CASH 8790981 RIGHT-OF-USE ASSET - OPERATING LEASE 3466365 CUSTODIAN ASSET 418695 12676041 LEASE LIABILITY 6792744 OTHER POST RETIREMENT PLAN OBLIGATIONS 1055722 7848466 X 47418733 595809 595809 46822924 3402083 3402083 50225007 43274513 0 43274513 3402083 3402083 46676596 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 CONSOLIDATED FINANCIAL STATEMENTS. AHI FUND II, LLC AND AHI FUND III, LLC ARE DISREGARDED ENTITIES AND ALL ACTIVITIES ARE TO BE INCLUDED IN THE UNITED WAY'S TAX FILINGS. FORM 990, 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 $3,402,083. X X X X X X X 1 MAL WARWICK (MWD) 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 DIRECT MAIL 0 295936 186503 109433 295936 186503 109433 CA FORM 990, SCHEDULE G, PART I, LINE 2B: THE FUNDRAISER WAS PAID $186,503 FOR ITS PROFESSIONAL FUNDRAISING SERVICES AND THIS AMOUNT WAS REPORTED IN PART I, LINE 2B. OF THIS TOTAL AMOUNT, THE FUNDRAISER WAS ALSO PAID $41,653 FOR FUNDRAISING EXPENSES, SUCH AS PRINTING, PAPER, ENVELOPES, POSTAGE, MAILING LIST AND OTHER REIMBURSABLE EXPENSES. FUNDRAISING EXPENSES WERE SEPARATELY IDENTIFIED ON INVOICES. 1 ALLIANCE FOR A BETTER COMMUNITY 1541 WILSHIRE BLVD SUITE 430 LOS ANGELES CA 90017 311760082 501(C)(3) 12500 0 SHARED PROSPERITY BEACON HOUSING INC 5000 EDENHURST AVENUE LOS ANGELES CA 90039 954594474 501(C)(3) 10000 0 CRISIS SUPPORT BET TZEDEK LEGAL SERVICES 3250 WILSHIRE BLVD LOS ANGELES CA 90010 237304205 501(C)(3) 300000 0 CRISIS SUPPORT BROTHERHOOD CRUSADE 200 EAST SLAUSON AVENUE LOS ANGELES CA 90011 952543819 501(C)(3) 25000 0 CRISIS SUPPORT BUILDING SKILLS PARTNERSHIP 828 W WASHINGTON BLVD LOS ANGELES CA 90015 261254255 501(C)(3) 57000 0 SHARED PROSPERITY CAUSEIMPACTS LLC 5301 WEST 119TH PLACE INGLEWOOD CA 90304 821357285 501(C)(3) 59250 0 SHARED PROSPERITY CENTER FOR NONPROFIT MANAGEMENT 1000 N ALAMEDA ST SUITE 250 LOS ANGELES CA 90012 953357253 501(C)(3) 50463 0 SHARED PROSPERITY COALITION FOR HUMANE IMMIGRANT RIGHTS 2533 WEST 3RD STREET SUITE 101 LOS ANGELES CA 90057 954421521 501(C)(3) 82500 0 CRISIS SUPPORT COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 943255070 501(C)(3) 175000 0 CRISIS SUPPORT COMMUNITY PARTNERS PO BOX 741265 LOS ANGELES CA 90074 954302067 501(C)(3) 125000 0 SHARED PROSPERITY DESTINATION CRENSHAW 777 S FIGUEROA ST 4050 LOS ANGELES CA 90017 823003629 501(C)(3) 75000 0 SHARED PROSPERITY DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO STREET LOS ANGELES CA 90013 311597223 501(C)(3) 17028 0 CRISIS SUPPORT EDWARD CHARLES FOUNDATION 915 WILSHIRE BLVD 7TH FLOOR LOS ANGELES CA 90017 264245043 501(C)(3) 101200 0 CRISIS SUPPORT EL NIDO FAMILY CENTERS 440 SHATTO PLACE SUITE 417 LOS ANGELES CA 90020 953186429 501(C)(3) 54700 0 SHARED PROSPERITY EXPERTS UNITED FOR HOMELESSNESS AND HOUSING SOLUTIONS 777 S FIGUEROA ST STE 4050 LOS ANGELES CA 90017 934121026 501(C)(4) 585000 0 CRISIS SUPPORT FERNANDENO TATAVIAM BAND OF MISSION INDIANS 1019 SECOND STREET SAN FERNANDO CA 91340 383735313 501(C)(4) 120000 0 SHARED PROSPERITY FIRST CHRISTIAN CHURCH OF BURBANK 221 S SIXTH STREET BURBANK CA 91501 951647822 501(C)(3) 10000 0 CRISIS SUPPORT FLINTRIDGE CENTER 236 WEST MOUNTAIN STREET SUITE 106 PASADENA CA 91103 261559274 501(C)(3) 15000 0 CRISIS SUPPORT FOOD ACCESS LA 1231 N SPRING ST LOS ANGELES CA 90012 954597000 501(C)(3) 100000 0 SHARED PROSPERITY FOOTHILL UNITY CENTER 790 W CHESTNUT AVE MONROVIA CA 91016 954310817 501(C)(3) 15000 0 CRISIS SUPPORT FOUNDATION FOR THE LOS ANGELES COMMUNITY COLLEGE 770 WILSHIRE FLOOR 9 LOS ANGELES CA 90017 954106993 501(C)(3) 50000 0 SHARED PROSPERITY FOUNTAIN HOUSE INC 425 WEST 47TH STREET NEW YORK NY 10036 131624009 501(C)(3) 249000 0 CRISIS SUPPORT FRIENDS IN DEED 444 EAST WASHINGTON BLVD PASADENA CA 91104 951644608 501(C)(3) 25000 0 CRISIS SUPPORT FUND FOR GUARANTEED INCOME 450 DULEY RD EL SEGUNDO CA 90245 861909049 501(C)(3) 100000 0 CRISIS SUPPORT HABITAT FOR HUMANITY OF GREATER LOS ANGELES 8739 ARTESIA BOULEVARD BELLFLOWER CA 90706 330416470 501(C)(3) 45000 0 CRISIS SUPPORT HATHAWAY-SYCAMORES CHILD&FAMILY SERVICES 840 N AVE 66 LOS ANGELES CA 90042 951691005 501(C)(3) 50000 0 CRISIS SUPPORT HOLY ASSEMBLY CHURCH OF GOD IN CHRIST 55 E VILLA ST PASADENA CA 91103 952502252 501(C)(3) 10000 0 CRISIS SUPPORT HOMEBASE 870 MARKET STREET SUITE 1228 SAN FRANCISCO CA 94102 943148303 501(C)(3) 32500 0 CRISIS SUPPORT IDEPSCA 1565 W 14TH STREET LOS ANGELES CA 90015 954431992 501(C)(3) 100000 0 CRISIS SUPPORT INCLUSIVE ACTION FOR THE CITY 2900 E CESAR E CHAVEZ LOS ANGELES CA 90033 270584116 501(C)(3) 157000 0 CRISIS SUPPORT KOREATOWN YOUTH AND COMMUNITY CENTER 3727 W 6TH ST SUITE 300 LOS ANGELES CA 90020 953779389 501(C)(3) 20000 0 CRISIS SUPPORT, SHARED PROSPERITY KOUNKUEY DESIGN INITIATIVE INC 2234 BEVERLY BLVD LOS ANGELES CA 90057 900599471 501(C)(3) 337500 0 CRISIS SUPPORT LA FAMILY HOUSING CORPORATION 7843 LANKERSHIM BLVD NORTH HOLLYWOOD CA 91605 953920560 501(C)(3) 425000 0 CRISIS SUPPORT LA VOICE 1200 WILSHIRE BLVD SUITE 650 LOS ANGELES CA 90017 954781974 501(C)(3) 200000 0 CRISIS SUPPORT LABOR COMMUNITY SERVICES 2130 W JAMES WOODS BLVD LOS ANGELES CA 90006 954147259 501(C)(3) 100000 0 SHARED PROSPERITY LA-MAS INC 1159 CYPRESS AVE LOS ANGELES CA 90065 383886677 501(C)(3) 110000 0 SHARED PROSPERITY LEAP4WARD LLC 35 ROSITA WAY OROVILLE CA 95966 332134657 N/A 312000 0 CRISIS SUPPORT LEGAL AID FOUNDATION OF LOS ANGELES 1550 W 8TH ST LOS ANGELES CA 90017 951684067 501(C)(3) 150000 0 CRISIS SUPPORT LIFT INC 999 NORTH CAPITOL ST NE WASHINGTON DC 20002 522168409 501(C)(3) 62000 0 SHARED PROSPERITY LONG BEACH CITY COLLEGE FOUNDATION 4902 E CARSON AVE B 12 LONG BEACH CA 90808 953297459 501(C)(3) 50000 0 SHARED PROSPERITY LONG BEACH RESCUE MISSION 1430 PACIFIC AVE LONG BEACH CA 90813 952741506 501(C)(3) 117054 0 CRISIS SUPPORT LOS ANGELES CITY COLLEGE FOUNDATION 855 N VERMONT AVENUE LOS ANGELES CA 90029 956207819 501(C)(3) 9350 0 SHARED PROSPERITY MEET EACH NEED WITH DIGNITY 10641 N SAN FERNANDO RD PACOIMA CA 91331 237306337 501(C)(3) 134784 0 CRISIS SUPPORT MEMORIES OF EL MONTE INC 10809 GARVEY AVE EL MONTE CA 91733 862791855 N/A 100000 0 SHARED PROSPERITY MOVEMENT INNOVATION COLLABORATIVE 5132 MILES AVE OAKLAND CA 94618 933616624 501(C)(3) 75000 0 CRISIS SUPPORT MY TRIBE RISE 13908 E COLORADO 522 PASADENA CA 91106 851805977 501(C)(3) 200000 0 CRISIS SUPPORT NATIONAL DAY LABORER ORGANIZING NETWORK 1030 SOUTH ARROYO PARKWAY SUITE 106 PASADENA CA 91105 208802586 501(C)(3) 100000 0 CRISIS SUPPORT NEIGHBORHOOD HOUSING SERVICES OF LOS ANGELES 3926 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90010 953938955 501(C)(3) 112500 0 CRISIS SUPPORT NOAHS FOUNDATION 506 S SPRING ST 13308 SMB 10278 LOS ANGELES CA 90013 851712743 501(C)(3) 20000 0 CRISIS SUPPORT NORTH VALLEY CARING SERVICES 15453 RAYEN ST NORTH HILLS CA 91343 954444561 501(C)(3) 35000 0 CRISIS SUPPORT, SHARED PROSPERITY NPH ACTION FUND POLITICAL ISSUES COMMITTEE 49 STEVENSON ST SUITE 500 SAN FRANCISCO CA 94105 833147694 501(C)(4) 225000 0 CRISIS SUPPORT PARTNERSHIP FOR GROWTH LA (PFGLA) 4103 W ADAMS BLVD LOS ANGELES CA 90018 883405493 501(C)(3) 71000 0 SHARED PROSPERITY PAVING THE WAY FOUNDATION 44818 FERN AVE STE 105 LANCASTER CA 93534 010852709 501(C)(3) 133560 0 CRISIS SUPPORT PEOPLE ASSISTING THE HOMELESS (PATH) 340 N MADISON AVENUE LOS ANGELES CA 90004 953950196 501(C)(3) 10000 0 CRISIS SUPPORT PROJECT ANGEL FOOD 922 VINE STREET HOLLYWOOD CA 90038 954115863 501(C)(3) 25000 0 CRISIS SUPPORT PROJECT PASSION 500 E WASHINGTON BLVD 7 PASADENA CA 91104 332945854 501(C)(3) 200000 0 CRISIS SUPPORT PUEBLO Y SALUD INC 1024 NORTH MACLAY AVE M13 SAN FERNANDO CA 91340 954348471 501(C)(3) 60000 0 SHARED PROSPERITY PUKUU CULTURAL COMMUNITY SERVICES 1019 SECOND STREET SAN FERNANDO CA 91340 954657130 501(C)(3) 25000 0 CRISIS SUPPORT SAFE PLACE FOR YOUTH PO BOX 578 WASHINGTON BLVD 398 MARINA DEL REY CA 90292 841802637 501(C)(3) 13514 0 CRISIS SUPPORT SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS RD SUITE 201 CALABASAS CA 91302 954116679 501(C)(3) 145000 0 SHARED PROSPERITY SOCIAL IMPACT FUND 750 WEST 7TH STREET PO BOX 811026 LOS ANGELES CA 90081 461820448 501(C)(3) 250000 0 CRISIS SUPPORT SOCIAL JUSTICE PARTNERS LOS ANGELES 360 E2ND ST STE 800 LOS ANGELES CA 90012 510563566 501(C)(3) 250000 0 CRISIS SUPPORT SOLIDARITY RESEARCH CENTER 1920 HILLHURST AVE V920 LOS ANGELES CA 90027 472130723 501(C)(3) 140000 0 SHARED PROSPERITY SOUTHERN CALIFORNIA GRANTMAKERS 1000 N ALAMEDA ST SUITE 230 LOS ANGELES CA 90012 952831058 501(C)(3) 25000 0 CRISIS SUPPORT ST JOHN'S COMMUNITY HEALTH 808 W 58TH ST LOS ANGELES CA 90037 954067758 501(C)(3) 160723 0 CRISIS SUPPORT ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 953874381 501(C)(3) 42028 0 CRISIS SUPPORT ST LUKE'S PARISH AT LONG BEACH CALIFORNIA 525 E 7TH ST LONG BEACH CA 90813 951768855 501(C)(3) 82073 0 CRISIS SUPPORT THE EDUCATION TRUST 1501 K STREET NW SUITE 200 WASHINGTON DC 20005 521982223 501(C)(3) 10000 0 SHARED PROSPERITY THE FOUNDATION FOR ECONOMIC DEMOCRACY 291 NIETO AVE LONG BEACH CA 90803 810869372 501(C)(3) 60000 0 SHARED PROSPERITY THE HACK FOUNDATION 8605 SANTA MONICA BLVD 86294 WEST HOLLYWOOD CA 90069 812908499 501(C)(3) 25000 0 CRISIS SUPPORT THE PEOPLE CONCERN 2116 ARLINGTON AVE STE 100 LOS ANGELES CA 90018 956143865 501(C)(3) 432813 0 CRISIS SUPPORT THE SALVATION ARMY 16941 KEEGAN AVE CARSON CA 90746 941156347 501(C)(3) 60747 0 CRISIS SUPPORT, SHARED PROSPERITY THE SHAW CTC CREATING JUSTICE LA 900 N ALAMEDA ST UNIT 862005 LOS ANGELES CA 90086 010804429 501(C)(3) 50000 0 SHARED PROSPERITY THINKWATTS FOUNDATION 1225 E 100TH STREET LOS ANGELES CA 90002 832224841 501(C)(3) 25000 0 CRISIS SUPPORT UNION STATION HOMELESS SERVICES 825 E ORANGE GROVE BLVD PASADENA CA 91104 953958741 501(C)(3) 55000 0 CRISIS SUPPORT UNIVERSITY OF SOUTHERN CALIFORNIA PO BOX 77902 LOS ANGELES CA 90007 951642394 501(C)(3) 37500 0 SHARED PROSPERITY WALKGOOD INC 5042 WILSHIRE BLVD SUITE 411 LOS ANGELES CA 90036 872274542 501(C)(3) 50000 0 CRISIS SUPPORT WATER DROP 819 W WASHINGTON BLVD PO BOX 15134 LOS ANGELES CA 90015 852327993 501(C)(3) 25000 0 CRISIS SUPPORT WATTS LABOR COMMUNITY ACTION COMMITTEE 10950 SOUTH CENTRAL AVE LOS ANGELES CA 90059 952412869 501(C)(3) 75000 0 SHARED PROSPERITY WHITTIER AREA FIRST DAY COALITION 12426 WHITTIER BLVD WHITTIER CA 90602 931141844 501(C)(3) 150000 0 CRISIS SUPPORT WILLOWBROOK INCLUSIVE NETWORK 1228 E 124TH ST LOS ANGELES CA 90059 821937392 501(C)(3) 97500 0 SHARED PROSPERITY WITH LOVE MARKET AND CAFE 1969 S VERMONT AVE LOS ANGELES CA 90007 463776168 N/A 320000 0 SHARED PROSPERITY 76 6 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 389000 0 97808 0 25605 0 436891 0 42758 0 992062 0 21447 0 LINING RECENDEZ VP, FINANCE 208586 0 38409 0 7191 0 43254 0 26932 0 324372 0 0 0 CHRIS KO VP, IMPACT & STRATEGY 175917 0 13775 0 34579 0 19238 0 6199 0 249708 0 0 0 THOMAS NEWMAN VP, PUBLIC AFFAIRS 164677 0 27144 0 6355 0 11611 0 21839 0 231626 0 0 0 ERIN MORTON VP, STRATEGIC PARTNERSHIPS 175941 0 12688 0 6371 0 6428 0 7796 0 209224 0 0 0 DAVID TRAN DIR., FINANCE & BUSINESS SOLUTIONS 143042 0 11000 0 337 0 9756 0 19316 0 183451 0 0 0 XOCHITL FLORES DIRECTOR, PEOPLE & CULTURE 134314 0 3000 0 697 0 21324 0 16753 0 176088 0 0 0 SHANNON BIGGS DIRECTOR OF TALENT & STRATEGY 130410 0 11000 0 292 0 8799 0 8534 0 159035 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 2024 (THE YEAR WE ARE REQUIRED TO USE FOR 6/30/2025 FORM 990 REPORTING), THE LIMITS ON COVERED COMPENSATION ARE ANNUAL INCOME OF $345,000. THIS AMOUNT IS ADJUSTED ANNUALLY FOR INFLATION, IT IS $350,000 IN 2025 AND $360,000 IN 2026. 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 2024, $21,447 WAS PAID TO MS. BUIK FOR THE ANNUAL DISTRIBUTION. THIS AMOUNT WAS REPORTED IN HER GROSS WAGES IN FORM 2024 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. IN JULY 2024, THE BOARD APPROVED A SPECIAL COMPENSATION PACKAGE FOR MS. BUIK IN RECOGNITION OF HER 30 YEARS OF DEDICATED SERVICE TO THE UNITED WAY OF GREATER LOS ANGELES. THIS PACKAGE INCLUDED AN ENHANCEMENT TO THE SERP/BRP PLAN BY INCREASING THE PENSION FORMULA BY 25 BASIS POINTS (0.25%). THE PLAN DOCUMENT WAS AMENDED TO REFLECT THIS ENHANCEMENT, EFFECTIVE JULY 1, 2024. THE DEFERRED COMPENSATION CALCULATIONS FOR MS. BUIK'S SERP BENEFIT INCORPORATE THIS AMENDMENT, WHICH INCREASED THE APPLICABLE PLAN FORMULA PERCENTAGE AS OF JULY 1, 2024. AS A RESULT, THE ESTIMATED ACTUARIAL INCREASE OF $239,878 IN HER SERP BENEFIT IS SIGNIFICANTLY HIGHER THAN IN RECENT YEARS. THIS AMOUNT IS REPORTED AS DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II. THIS FIGURE REPRESENTS AN ACTUARIAL VALUE INCREASE ONLY IT IS NOT A VESTED BENEFIT AMOUNT AND HAS NOT BEEN PAID TO MS. BUIK. 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 14 417705 FMV 0 1 0 FORM 990, 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 WE MOVE OUR MOST VULNERABLE NEIGHBORS OUT OF POVERTY AND TOWARDS PROSPERITY 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. OUR APPROACH MEETS THE NEEDS OF TODAY AND CREATES A BETTER TOMORROW THROUGH TWO KEY STRATEGIES: SUPPORTING PEOPLE IN CRISIS AND BUILDING SHARED PROSPERITY. THE PRIMARY FOCUS HAS BEEN: 1. INCREASE TRANSFER AND COMPLETION RATES OF COMMUNITY COLLEGE STUDENTS. 2. PREVENT VULNERABLE FAMILIES AND INDIVIDUALS FROM FALLING INTO HOMELESSNESS. 3. REDUCE STREET AND CHRONIC HOMELESSNESS. 4. EXPAND THE PRODUCTION AND AVAILABILITY OF SUPPORTIVE HOUSING FOR OUR MOST VULNERABLE HOMELESS NEIGHBORS 5. INCREASE THE NUMBER OF VULNERABLE YOUTH AND ADULTS WHO OBTAIN WORKPLACE SKILLS AND ARE CONNECTED TO JOBS. 6. BUILD ECONOMIC EQUITY ACROSS THE REGION BY INCREASING THE ASSETS AND NET WORTH OF LOW-INCOME FAMILIES AND INDIVIDUALS. 7. EXPAND THE CIVIC ENGAGEMENT AND PARTICIPATION OF ALL INDIVIDUALS AND FAMILIES, PARTICULARLY PEOPLE OF COLOR AND YOUTH, TO REDUCE POVERTY AND INEQUITY. 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 2026 TO THE MEMBERS OF THE AUDIT COMMITTEE. THE COMMITTEE MEMBERS REVIEWED THE DOCUMENT AS PART OF A MEETING ON APRIL 13, 2026. 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, 2026. 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 ANNUALLY AS WELL. 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 AND LONG-TERM ORGANIZATIONAL GOALS. THE HR COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR COMPARABLE POSITIONS AND PERIODICALLY COMMISSIONS AN INDEPENDENT CONSULTING FIRM 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 IX, LINE 11G: OTHER FEES INCLUDE BANK AND CREDIT PROCESSING FEES FOR OUR AFFORDABLE HOUSING INITIATIVE PROJECT, DIGITAL COMMUNICATIONS ON OUR ADVOCACY WORK, EVENTS, PRODUCTIONS, COMMUNICATIONS, STRATEGIC PLANNING AND OTHER PROFESSIONAL FEES RELATED TO OUR PROGRAMMATIC WORK. MAJORITY OF THESE EXPENSES ARE FUNDED BY VARIOUS GRANTS. 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 $1,341,086 IN THE CURRENT YEAR. AHI FUND II LLC 515 S FIGUEROA ST SUITE 900 LOS ANGELES CA 90071 PROMOTES THE DEVELOPMENT AND MAINTENANCE OF HOUSING IN LOS ANGELES COUNTY. DE 6033247 80812810 UNITED WAY INC AHI FUND III LLC 515 S FIGUEROA ST SUITE 900 LOS ANGELES CA 90071 PROMOTES THE DEVELOPMENT AND MAINTENANCE OF HOUSING IN LOS ANGELES COUNTY. DE 0 0 UNITED WAY INC