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Orange County's United Way

 18012, Mitchell South
 Irvine, CA 92614
[P] (949) 660-7600
[F] (949) 724-3039
http://www.unitedwayoc.org
[email protected]
Stephanie Kupanoff
FOUNDED: 1924
INCORPORATED: 1924
 Printable 1 Page Summary
 Printable Profile
Organization DBA Orange County United Way
Former Names --
Organization received a competitive grant from the community foundation in the past five years No
Employer Identification Number 33-0047994 00000

Summary



Mission StatementMORE »

 United Way fights for the education, health, housing and financial stability of every person in Orange County. 
  • Demonstrate the need and solutions, thereby mobilizing Orange County residents to action-to Give, Advocate, and Volunteer to improve the conditions of OUR overall community. 
  • Galvanize and connect all sectors of our community-individuals, businesses, nonprofit organizations, and elected officials-to create long-term social change that produces healthy, well-educated, and financially-stable children. 
  • Raise, invest, and leverage millions of dollars annually in philanthropic contributions to create and support innovative programs and approaches to generate sustained impact in Orange County.
  • Hold ourselves accountable to this cause through out steadfast commitment to continually measure-in real terms-improvement and advancement in Education, Income, Health and Housing.

Mission Statement

 United Way fights for the education, health, housing and financial stability of every person in Orange County. 
  • Demonstrate the need and solutions, thereby mobilizing Orange County residents to action-to Give, Advocate, and Volunteer to improve the conditions of OUR overall community. 
  • Galvanize and connect all sectors of our community-individuals, businesses, nonprofit organizations, and elected officials-to create long-term social change that produces healthy, well-educated, and financially-stable children. 
  • Raise, invest, and leverage millions of dollars annually in philanthropic contributions to create and support innovative programs and approaches to generate sustained impact in Orange County.
  • Hold ourselves accountable to this cause through out steadfast commitment to continually measure-in real terms-improvement and advancement in Education, Income, Health and Housing.

FinancialsMORE »

Fiscal Year 2019
Projected Expenses $18,000,000.00
Projected Revenue $18,100,000.00

ProgramsMORE »

  • Community Impact Fund

Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

 United Way fights for the education, health, housing and financial stability of every person in Orange County. 
  • Demonstrate the need and solutions, thereby mobilizing Orange County residents to action-to Give, Advocate, and Volunteer to improve the conditions of OUR overall community. 
  • Galvanize and connect all sectors of our community-individuals, businesses, nonprofit organizations, and elected officials-to create long-term social change that produces healthy, well-educated, and financially-stable children. 
  • Raise, invest, and leverage millions of dollars annually in philanthropic contributions to create and support innovative programs and approaches to generate sustained impact in Orange County.
  • Hold ourselves accountable to this cause through out steadfast commitment to continually measure-in real terms-improvement and advancement in Education, Income, Health and Housing.

Background Statement

Since 1924, United Way has been making a difference in Orange County as a critical supporter of health and human services. To support our mission of building self-sufficient lives for the health of our community, United Way has developed a strategic framework for community impact that focuses on three critical areas -- Education, Income and Health -- with two core strategies to affect change, namely, Direct Support of Community Services and our long-term Strategic Initiatives facilitated or run by United Way. All of our efforts work to address the multiple barriers to self-sufficiency -- e.g. issues of hunger and homelessness, low graduation rates for at-risk youth, or lack of access to banking services -- and focus on helping Orange County residents to meet their immediate basic needs while building the educational and financial resources needed to reach self-sufficiency. In addition, Orange County United Way provides a vehicle to encourage philanthropy at all levels, providing all Orange County residents the opportunity to support our community in a manner which will have the greatest impact on those in need.

United Way brings together leading organizations and service providers who can achieve more together than any single organization can do alone. 

Impact Statement

United Way collaborated with the community to establish four goals to strengthen Orange County.  With a focus on advancing the common good in the areas of Education, Income, Health and Housing, these 10-year goals are to:
  • Cut the high school dropout rate in half.
  • Cut the percent of financially unstable OC families by twenty-five percent.
  • Increase the number of healthy youth in Orange County to be one third.
  • Cut the percent of homeless and housing insecure children in half.

 Orange County United Way's unique value lies in our ability to effectively and efficiently leverage the collective resources of local individuals, corporations, nonprofits, and government coalitions to focus them on the critical Education, Income, Health, and Housing challenges facing those in need, in order to build a stronger, healthier, more vibrant community.


Needs Statement

FIVE KEY GUIDING PRINCIPLES ARE INTERWOVEN THROUGHOUT OUR STRATEGIC PLAN:
 
  1.     Closing Gaps for Children and Families Most at Risk
  • A recognition that improving overall county conditions will require addressing disparities and closing the gaps in education, income, housing and health between the highest achieving communities and at-risk children and families.
      2. Improving Family Self-Sufficiency
  • While the primary target audience is youth, United Way recognizes  that youth live within families and focusing on the youth means focusing on the family.
      3. Focus on Prevention and Early Intervention Strategies
  • Throughout the plan, strategies are identified that support prevention and intend to intervene early to reduce greater risk.
      4. Building Public Awareness as both a Prevention 
          Strategy and to Develop Community Support    
  • Education is embedded in strategies for all four goals focused on two target audiences: families in need to raise awareness about and provide connections to available resources, and the broader community to raise awareness about needs and opportunities for collective impact in support of the 10-year goal.
      5. Maintaining a Long-Term Focus, with Shared Agreement
          on 10-year Goals
  • The importance of United Way maintaining a long-term focus on the aspirational goals and targeted improvement was emphasized throughout our community engagement process.

CEO Statement

 
 
 

Board Chair Statement

Orange County United Way tackles some of the community’s most complex and persistent issues --- combating poverty, hunger, the dropout rate and homelessness—as well as changing people’s perceptions. United Way is well-positioned to pursue and achieve long-term change and we have long-term objectives as outlined in our 10-year communitywide action plan called FACE 2024. Our community impact standards are aligned with the department of social welfare’s 10-year plan, as well as data derived from local indicator’s reports and community scorecards.

United Way has been in the community for more than 90 years and has been successful because the organization is a high performer consistently, year after year. We are widely regarded as a leader among charities driving change in the community by acting as a backbone organization for several innovative collaborations as well as integrated services delivery models.

United Way demonstrates ongoing fiscal excellence and we are governed by an independent, volunteer voting board of directors from some of the County’s top employers. The vigorous audit standards delivered by an independent accountant demonstrate accountability and transparency.

We have been rated as one of the most effective and efficient charities by non-profit guides as well as United Way Worldwide, the leadership and support organization for the network of nearly 1,800 community based United Ways in 41 countries. United Way Worldwide uses their own demanding index for business performance to evaluate member organizations including a solid program expense to revenue ratio, administrative expenses, fundraising expenses and working capital ratio and impact in the community in the priority issues of Education, Income, Health and Housing.


Other Ways to Donate/Volunteer

There’s an amazing feeling that comes from helping others. As an individual, you have the power to make a big impact in the lives of others in our local community. The more we unite your support with our FACE 2024 communitywide goals, the closer we come to ensuring that everyone in Orange County has access to a quality education, a sustainable income, good health and stable housing. Together with your help, we are transforming the lives of children and families in Orange County.There are lots of creative ways to give and get involved in the community through Orange County United Way. Your support adds up to remarkable results! Here are just a few ways to get involved:Workplace Campaigns through your CompanyOnline Fundraising through text to give and crowdsourcing campaignsAttend unique and inspiring Fundraising EventsVolunteer as a United Way supporter, in tandem with our community partners, experience fun and socially rewarding opportunities to get deeper into our workBecome a Leader United- Your personal philanthropy opens up networking and advocacy opportunities with likeminded individualsMake a Planned Gift to leave a lasting legacy in our communityAdvocate for Change by championing a cause 

Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.
Central Orange County
West Orange County
South Orange County
North Orange County
Orange County United Way serves the entire Orange County, California region.

Organization Categories

  1. Human Services - Family Services
  2. Education - Elementary & Secondary Schools
  3. Health Care - Health Support

--

Programs


Community Impact Fund

United Way's Community Impact Fund Impact Fund  improves lives and strengthens our community. Investments in Orange County United Way's Community Impact Fund will help more Orange County children, families, and individuals  succeed.

United Way addresses the interconnected issues affecting children and families in our community. When everyone has the opportunity for a decent life, it helps us all, economically and socially.

The four interconnected goals devised through the planning process will create long-term change. By 2024, we will:

  • Cut the high school dropout rate in 1/2
  • Reduce family financial instability by 25%
  • Increase the number of healthy youth by 1/3
  • Cut the percentage of unstably housed children in ½
We lead the way in changing conditions by identifying effective programs and securing the funding needed to bring them to scale. Every dollar invested generates maximum results through careful vetting and evaluation of programs. We measure and report community progress annually through a published scorecard that includes key indicators and outcomes affecting children and their families.
                             
Budget  $5,500,000.00
Category  Human Services, General/Other Family-Based Services
Population Served Children and Youth (0 - 19 years) Families Unemployed, Underemployed, Dislocated
Program Short-Term Success 

No single organization can accomplish these issues alone, so in addition to operating and funding effective programs, we serve as a leader, collaborator and educator. Together, our community aligns and leverages the efforts of many organizations and individuals working to solve issues that affect the next generation.

Program Long-Term Success 

United Way addresses the interconnected issues affecting children and families in our community. When everyone has the opportunity for a decent life, it helps us all, economically and socially.

Program Success Monitored By  United Way staff, United Way Board of Directors, United Way volunteer committee members & community volunteers.
Examples of Program Success 

 

  • 1,800+ children in grades K-3 were provided with reading interventions through OC Reads and K-3 Early Grade Reading Grants to develop language and literacy skills needed to read at grade level
  • 10,400+ middle school students received STEM (Science, Technology, Engineering & Math) education opportunities in preparing for the global workforce
  • 26,000+ high school students received mentoring, tutoring, STEM education and career and college exposure through Destination Graduation and other targeted programs to ensure they have every opportunity to succeed and contribute to our community
  • 1,119 job seekers took the steps to better jobs thanks to comprehensive training, coaching and placement opportunities in careers with sustaining wages
  • 300+ adults accessed financial empowerment tools and coaching at SparkPoint OC Centers to reduce their debt and increase their assets to become financially stable
  • 16,000+ individuals and families accessed millions of dollars in earned income tax credits through the OC Free Tax Prep services, positively impacting our local economy
  • 500,000 meals with fresh produce were provided to hungry families thanks to mobile pantries and the repurposing of excess food from local restaurants
  • 131,000+ individuals were enrolled by the Covered OC Collaborative and learned how to retain and utilize their benefits to improve health and wellness
  • 18,000*+ children and their families are gaining access to physical activity and nutrition education opportunities
  • 337 individuals were placed into permanent housing through Rapid Rehousing and provided with education and services to prevent future homelessness
  • 20 families on the brink of homelessness received financial coaching from SparkPoint OC in Schools* and other services to remain housed
  • 38 families were redirected into temporary shelter from the winter armory emergency shelter, received counseling and financial literacy training so they could successfully transition into permanent housing

 


Management


CEO/Executive Director Susan B. Parks
CEO Term Start July 2017
CEO Email [email protected]
CEO Experience

As President and CEO, Susan leads the Orange County United Way team toward advancing its mission to improve lives and strengthen Orange County by focusing on the building blocks for a good quality of life: Education, Income, Health and Housing. Susan combines over four decades of executive experience with such Fortune 500 and 1000 companies as US West, Gateway and Kinkos with extensive non-profit volunteer leadership. A former United Way Board Chair, Susan founded United Way’s Women’s Philanthropy Fund, which has raised over $36 million since its founding 2002. Most recently the founder and chief executive officer of WalkStyles, Inc. and author of “iCount, 10 Simple Steps to Healthy Life,” Susan has received numerous accolades, including the Pioneering Award from the local chapter of the National Association of Women in Business Organization (NAWBO) and Orange County Business Journal’s “Business Women of the Year” honors. A resident of in Dana Point, Susan received her B.S. from Iowa State University.


Former CEOs and Terms

Name Start End
Max Gardner July 2011 July 2017
Maria Wilcox Chavez -- Dec 2010

Senior Staff

Name Title Experience/Biography
Sandra Bensworth Chief Relationship Officer --
Emilee Tello Chief Financial Officer --
Carla Vargas Chief Operating Officer --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
Orange County Funders Roundtable 2010
Orange County Business Council 2000
United Way Member Agency 1924

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

--

Staff Information

Number of Full Time Staff 43
Number of Part Time Staff 3
Number of Volunteers 3,367
Number of Contract Staff 2
Staff Retention Rate % 88%
Staff Professional Development --

Staff Demographics

Ethnicity African American/Black: 3
Asian American/Pacific Islander: 9
Caucasian: 19
Hispanic/Latino: 9
Native American/American Indian: --
Other: 6
Other (if specified): Middle Eastern
Gender Female: 37
Male: 9
Not Specified --

Plans & Policies

Organization has Fundraising Plan? Yes
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 10
Management Succession Plan Yes
Organization Policies And Procedures Yes
Business Continuity of Operations Plan Yes

Risk Management Provisions

Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Semi-Annually
Non Management Formal Evaluation and Frequency Yes Semi-Annually

Government Licenses

--

CEO Comments

--

Foundation Comments

--

Governance


Board Chair Ian Leisegang
Board Chair Company Affiliation 3Spoke Capital
Board Chair Term June 2017 - Apr 2019
Board Co-Chair Steve Churm
Board Co-Chair Company Affiliation FivePoint Communities
Board Co-Chair Term June 2017 - Apr 2019

Board Members

Name Company Affiliations Status
Ben Alvarado Financial Services Executive Voting
Lawrence R. Armstrong Ware Malcomb Voting
Sherri Bovino 1st Flagship Company Voting
Diane Brooks Dixon City of Newport Beach Voting
Jaqueline Brya Kelley Ernst & Young LLP Voting
Nicole Carrillo Hall Opus Bank Voting
Antonella Castro Mobilitie LLC Voting
Steve Churm FivePoint Communities Voting
Timothy Clyde Katzkin Leather Voting
Karen Conlon Sequoia Grove Consulting Voting
Tom Cuce UPS- Southern California District Voting
Mike Feldman Union Bank Voting
Suzanne Fradette PricewaterhouseCoopers, LLP. Voting
Adrian S. Griggs Pacific Life Voting
Jeff Hittenberger Orange County Department of Education Voting
Sandra Hutchens Orange County Sheriff's Department Voting
Joan Kelly Psomas Voting
Robert Kent Key Information Systems Voting
Ian Leisegang J.P. Morgan Voting
Ken Lickel Community Volunteer Voting
Paula Mattson Edison Energy, LLC Voting
John McGrath PhD Edwards Lifesciences Voting
Bill Mecklenburg SES Insurance Voting
David Meulmester KPMG LLP Voting
Tam Nguyen Advance Beauty College Voting
Susan B. Parks Orange County United Way Voting
Shirley Quackenbush Merrill Lynch Voting
Mike Ruane Children & Families Commission of Orange County Voting
Scott Sampley Enterprise Holdings Voting
James J. Scheinkman Snell & Wilmer LLP Voting
David Schiegoleit U.S. Bank Voting
Ernest Schroeder Schroeder Investment Partners, Inc. Voting
John F. Simonis Paul Hastings LLP Voting
Candice Stack Whitten PIMCO Voting
John Valenta Deloitte Advisory Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 29
Hispanic/Latino: 5
Native American/American Indian: 0
Other: --
Other (if specified): --
Gender Female: 13
Male: 22
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 70%
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions --
Board Orientation Yes

CEO Comments

--

Foundation Comments

--

Standing Committees

  • Audit
  • Board Development / Board Orientation
  • Community Outreach / Community Relations
  • Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
  • Executive
  • Finance

Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2018 (%)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2018 2017 2016
Total Revenue $16,593,306 $16,879,847 $18,802,375
Total Expenses $16,278,255 $17,947,341 $18,821,576

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2018 2017 2016
Foundation and
Corporation Contributions
$14,717,048 $15,489,452 $17,728,925
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- -- --
Individual Contributions -- -- --
Indirect Public Support -- -- --
Earned Revenue $21,500 -- --
Investment Income, Net of Losses $892,187 $490,274 $631,607
Membership Dues -- -- --
Special Events $445,543 $305,028 $141,460
Revenue In-Kind $335,515 $533,662 $293,483
Other $181,513 $61,431 $6,900

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2018 2017 2016
Program Expense $13,087,604 $14,928,661 $15,278,238
Administration Expense $898,300 $946,551 $1,478,621
Fundraising Expense $2,292,351 $2,072,129 $2,064,717
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.02 0.94 1.00
Program Expense/Total Expenses 80% 83% 81%
Fundraising Expense/Contributed Revenue 15% 13% 12%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2018 2017 2016
Total Assets $27,853,960 $28,612,197 $27,501,133
Current Assets $8,324,844 $8,437,843 $10,431,870
Long-Term Liabilities -- -- --
Current Liabilities $6,302,973 $7,655,940 $6,805,722
Total Net Assets $21,550,987 $20,956,257 $20,695,411

Short Term Solvency

Fiscal Year 2018 2017 2016
Current Ratio: Current Assets/Current Liabilities 1.32 1.10 1.53

Long Term Solvency

Fiscal Year 2018 2017 2016
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $15,000,000.00
Spending Policy Percentage
Percentage(If selected) 5%
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

CEO Comments

--

Foundation Comments

Summary financial data is per the Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

Whistleblower Ethics (2016)

No Other Documents currently available.