United Way Inc.

“Other program services designations to other nonprofit organizations: on behalf of its donors, united way processed $15,464,102 in designations to other nonprofit organizations.”

“Once the form 990 has been completed by staff and reviewed by professional tax preparers, the document was sent electronically in april 2020 to the members of the audit committee. The committee members reviewed the document as part of a meeting on april 16, 2020. 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, 2020.”

“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.”

“UNITED WAY OF GREATER LOS ANGELES 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 to be around the 75th percentile through its variable Performance Pay Plan - Be flexible to reward individual accomplishments as well as organizational success - Encourage the attraction and retention of high caliber executives - Provide a competitive total compensation package, including benefits - Balance the need to be competitive within the limits of available financial resources - Ensure that pay is perceived to be fair and equitable - Ensure that the program is easy to explain, understand and administer - Ensure that program complies with state and federal legislation, is consistent, and free of discrimination IN ORDER TO REINFORCE PAY-FOR-PERFORMANCE AND TO ENSURE A FOCUS ON THE UWGLA MISSION, THE HUMAN RESOURCES COMMITTEE (HR COMMITTEE) BELIEVES A PORTION OF EXECUTIVE COMPENSATION SHOULD BE VARIABLE AND TIED TO PERFORMANCE. AS SUCH, THE HR COMMITTEE HAS INSTITUTED A PERFORMANCE PAY PLAN WHICH PROVIDES THE CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS THE OPPORTUNITY TO EARN PERFORMANCE AWARDS BASED ON SUCCESSFULLY PRODUCING THE RESULTS DETERMINED ANNUALLY IN UWGLA'S PERFORMANCE SCORECARD. THE ANNUAL GOALS WHICH FORM THE SCORECARD ARE TIED DIRECTLY TO OUR MISSION OF CREATING PATHWAYS OUT OF POVERTY AND LONG-TERM ORGANIZATIONAL GOALS. THE HR COMMITTEE STRIVES TO PROVIDE MARKET COMPETITIVE BASE SALARIES FOR COMPARABLE POSITIONS AND PERIODICALLY COMMISSIONS AN INDEPENDENT CONSULTING FORM TO REVIEW CEO, OTHER CHIEF OFFICERS, AND VICE PRESIDENTS' COMPENSATION TO ENSURE THE COMPENSATION PROGRAMS AND LEVELS REFLECT THE COMMITTEE'S COMMITMENT TO ALIGN COMPENSATION WITH ORGANIZATION GOALS, OBJECTIVES, AND PERFORMANCE. IN THOSE YEARS WHERE AN INDEPENDENT CONSULTANT IS NOT ENGAGED, THE HUMAN RESOURCES COMMITTEE RELIES ON GENERAL MARKET CONDITIONS TO MAKE ANY CHANGES TO THE EXECUTIVE COMPENSATION PROGRAM. ON AN ANNUAL BASIS, THE COMMITTEE IS RESPONSIBLE FOR EVALUATING THE PERFORMANCE OF THE CEO AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL AND ADJUSTMENTS TO THIS COMPENSATION AND BENEFITS, INCLUDING INCENTIVE OR PERFORMANCE PAY AWARDS. THE COMMITTEE IS ALSO RESPONSIBLE FOR REVIEWING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL ANY NEW COMPENSATION OR BENEFITS PLANS OR PROGRAMS, OR ANY CHANGES TO EXISTING PLANS AND PROGRAMS THAT RELATE TO THE CEO, OTHER CHIEF OFFICERS OR THE VICE PRESIDENTS. THAT RELATE TO THE CEO, OTHER CHIEF OFFICERS OR THE VICE PRESIDENTS.”

“Annual financial statements are available through the organizations website. We make our conflict of interest policy and bylaws available upon request.”

“Statement of Purpose WHAT WE DO - MOVE OUR MOST VULNERABLE NEIGHBORS OUT OF POVERTY BY: 1. MONITORING DATA. 2. INVESTING FUNDS. 3. EDUCATING, EMPOWERING, AND ACTIVATING PEOPLE. 4. FOCUSING ON SOLUTIONS, AGGREGATING RESOURCES AND IMPROVING SYSTEMS AND POLICIES. 5. MAXIMIZING EFFICIENCIES AND LEVERAGING ALIGNED NETWORKS IN ORDER TO CREATE THE MOST IMPACTFUL RESULTS IN THE AREAS OF HOUSING, EDUCATION AND ECONOMIC MOBILITY. OUR THREE-YEAR GOALS UNITED WAY OF GREATER LOS ANGELES (UWGLA) FOCUSES ON THREE PILLARS THAT ARE CRITICAL TO ADDRESSING POVERTY: HOUSING SOLUTIONS, EDUCATIONAL EQUITY, AND ECONOMIC MOBILITY. OVER THE NEXT THREE YEARS, UWGLA WILL FOCUS ON THE FOLLOWING GOALS: 1. INCREASE THE NUMBER OF STUDENTS OF COLOR WHO GRADUATE FROM HIGH SCHOOL PREPARED FOR COLLEGE AND A CAREER. 2. INCREASE TRANSFER AND COMPLETION RATES OF COMMUNITY COLLEGE STUDENTS. 3. PREVENT VULNERABLE FAMILIES AND INDIVIDUALS FROM FALLING INTO HOMELESSNESS. 4. REDUCE STREET AND CHRONIC HOMELESSNESS. 5. EXPAND THE PRODUCTION AND AVAILABILITY OF SUPPORTIVE HOUSING FOR OUR MOST VULNERABLE HOMELESS NEIGHBORS 6. INCREASE THE NUMBER OF VULNERABLE YOUTH AND ADULTS WHO OBTAIN WORKPLACE SKILLS AND ARE CONNECTED TO JOBS. 7. BUILD ECONOMIC EQUITY ACROSS THE REGION BY INCREASING THE ASSETS AND NET WORTH OF LOW-INCOME FAMILIES AND INDIVIDUALS. 8. EXPAND THE CIVIC ENGAGEMENT AND PARTICIPATION OF ALL INDIVIDUALS AND FAMILIES, PARTICULARLY PEOPLE OF COLOR AND YOUTH, TO REDUCE POVERTY AND INEQUITY. SCALING SOLUTIONS IMPROVING POLICY AND DRIVING SYSTEMS CHANGE IS A CRITICAL PART OF THE WORK WE DO AT UNITED WAY. IN A REGION AS LARGE, COMPLEX AND FRAGMENTED AS LOS ANGELES COUNTY, SYSTEMS CHANGE IS THE ONLY WAY TO SCALE LONG-TERM SOLUTIONS THAT TRULY BREAK THE CYCLE OF POVERTY. WE ADVOCATE FOR AND INFLUENCE PUBLIC POLICY, DEMANDING SOLUTIONS THAT PROVIDE LASTING CHANGE AND WE MAKE LONG-TERM COMMITMENTS TO IMPLEMENTING THEM. WE ALSO RESEARCH SOCIAL PROBLEMS TO DELIVER DATA AND EVIDENCE-BASED SOLUTIONS THAT DEMONSTRATE REAL OUTCOMES. LEVERAGING PARTNERSHIPS SOLVING COMPLEX PROBLEMS LIKE POVERTY CAN'T BE DONE BY THE POWER OF ONE- IT REQUIRES THE POWER OF MANY. THATS WHY WE FOCUS ON BRINGING PEOPLE TOGETHER TO WORK ON OUR REGIONS MOST DIFFICULT ISSUES. WE WORK ALONGSIDE WITH PUBLIC, PRIVATE AND NON-PROFIT SECTORS TO TACKLE THE ROOT CAUSES OF POVERTY; AND WE BUILD ON PROGRAMS AND STRATEGIES THAT IMPACT AND INFLUENCE A GREATER NUMBER OF NEIGHBORS AND COMMUNITIES. MAKING COMMUNITY IMPACT THROUGH OUR GRANTS, WE INVEST IN LOCAL NONPROFITS AND PROGRAMS WHICH WILL HAVE THE GREATEST IMPACT IN REACHING OUR GOALS TO END POVERTY, EXPANDING THEIR RESOURCES TO MEET THE NEEDS OF THE MOST VULNERABLE PEOPLE IN OUR COMMUNITIES. WE ANNUALLY INVEST IN 150 HIGH-PERFORMING NONPROFIT PARTNERS ALIGNED WITH THE GOALS IN OUR THREE PILLARS.”

“Program service activity - ending homeless through housing stability. Goal create and sustain an end to homelessness our work and results in 2018, united way of greater los angeles created a movement to end homelessness. Bringing together a diverse coalition of nonprofits, community leaders and donors to build a grassroots-to-grass tops education, the everyone in campaign engages communities and activates individuals. Since its inception, everyone in is driving the conversation about permanent solutions to homelessness and activating tens of thousands of people to advocate for real housing solutions in their neighborhoods. Everyone in campaign organizers knock on doors, activating and training others to do the same. With the partnership of john and marilyn wells family foundation, united way co-hosts a series of storytelling events called everyone in: stories from the frontline. Additionally, we host pop-up events centered around education and resources. Through united way of greater los angeless home for good initiative, launched in 2010 with the los angeles area chamber of commerce and powered by the partnership of over 200 cross-sector leaders, we have housed over 40,000 people who were experiencing homelessness. Beginning in 2007, we host homewalk, an annual 5k family run/walk that raises funds and awareness around ending homelessness, mobilizing over 105,000 walkers and raising $9.6m over its history. Through homewalk we have transformed 20,000 lives with the stability of a home. Homewalk is now the largest public event to end homelessness in the nation. United way of greater los angeles led the campaign to pass prop hhh, the most significant effort to end homelessness. The measure passed by an overwhelmingly 77 percent of voters and will raise $1.2 billion to create 10,000 units of permanent supportive housing-enough to house all of our chronically homeless in the city of los angeles. United way of greater los angeles helped develop the coordinated entry system (ces) platform that connects service agencies to deliver housing resources to the people who need it most. Piloted in 2011, ces operates in all areas of los angeles county through the support and coordination of over 100 local service providers. Ces now serves as a national model in 25 u.s. Cities. United way created a central table to pool and align public and pilot resources to end homelessness. Sparked by a $1 million challenge grant from the conrad n. Hilton foundation, we gathered local funders to invest private dollars to test and prove solutions that could be scaled and sustained through public resources. This collaborative now has 70 partners. Additionally, please refer to our online 10-year retrospective 2007-2018 at unitedwayla.org/en/news-resources/impact-reports/”

“Program Service Activity - Helping students graduate and prepare for college and the workforce Goal Increase High School Graduation Rates, Ensuring All Students Graduate, Prepared For College And Career Our Work and Results Class of 2007 Statistics (California Department of Education, LA County, Dataquest) - Countywide: 76% grad rate; 40% A-G completions with a "Cbetter Class of 2018 Statistics (California Department of Education, LA County, Dataquest) - Countywide: 82% grad rate; 56% A-G completions with a "Cbetter Direct Service One of the goals of the Young Civic Leaders Program is to provide our students with college and career support services. Since 2014, we have been hosting college tours, Personal statement coaching for high school seniors, Financial literacy courses, scholarships, paid public speaking opportunities, and workshops in collaboration with United Way affinity groups and long standing corporate partnerships. We have strategically shifted our summer time to provide more direct service assistance to our student leaders and their high school peers. The Young Civic Leaders Program (YCLP) The Young Civic Leaders Program (YCLP) aims to elevate student voices around key educational equity issues. YCLP is an out-of-school program that focuses on uplifting students of color from each Board District, cultivating them into leaders who work toward increasing the number of LAUSD students that graduate from high school college-eligible and career-ready. In addition to engaging in comprehensive advocacy efforts, YCLP diversifies students skill sets, develops participants social-emotional skills, and supports their academic and personal success. Program Vision and Goals YCLP envisions student leaders, hand-in-hand with students, parents, teachers, administrators and other community members, using the power of their voice to strive for educational equity in Los Angeles County. YCLP members commit to impacting future generations by cultivating equitable high quality public schools in the highest need communities so students, families, teachers, and administrators in historically underserved areas can thrive. They firmly believe that high need students and students of color in disinvested communities in Los Angeles should have the option of college and a rewarding career once they graduate. YCLP seeks to realize this vision by immersing students in relevant advocacy experiences, strategic civic engagement opportunities, and critical skill-building. Specifically, YCLP goals include: - Increase Students Systems Knowledge - Diversify and Build Students Skill Sets - Participate in Policy-Making and Advocacy - Build Students Capacity to Organize Effectively - Engage Students in Civic Engagement Opportunities - Provide Students with College and Career Support Services Young Civic Leaders Program Overview - Registered 2,000 students to vote through peer-to-peer voter registration campaigns - Established a student board member position on the LAUSD School Board to elevate student voices in decision-making - Launched the LA Youth Vote initiative which engaged over 3,000 students on the importance of voting in local school board elections - Organized six LAUSD Candidate Forums attended by more than 1,200 students, parents, and community members - Rallied 150 students to push for the successful shift of $30M in LAUSD's budget to go toward counseling supports for historically underserved students - Ensured that students participated in internships at 14 community based organizations - Published an op-ed in LA School Report and LA Times, as the only student-driven response to the selection of a new LAUSD Superintendent The 2018-2019 class of YCLP students shared how the program impacted them in the following ways based off pre and post-survey results: - Increased confidence in engaging with decision-makers on education policy went from 23% to 47% - Increased rating in being more proficient in public speaking skills went from 3% to 25% - E”

“Program Service Activity - Ensuring economic mobility through jobs and financial coaching. Goal Break the cycle of intergeneration poverty. Our work and results - 40% of households in LA County have an insufficient financial cushion to subsist at the poverty level for three months = The amount of time experts have agreed that a family needs to recover from a loss of income. - 20% of households in LA County are estimated to have zero net worth. 2018 Prosperity Now Scorecard - Since 2016, more than 30,000 households have received assistance with basic household necessities. - Through 2017 to 2018, United Way of Greater Los Angeles helped distribute over $5 million in resources to vulnerable households in L.A. County. In 2019, we established a Workforce Innovation Initiative in partnership with LA County to end homelessness through employment. This innovative model will match employers with work-ready candidates who are exiting homelessness and provide funding for training programs or on on-the-job training wages + up to $1000 per employee in Flex Funds to support transportation, childcare and other needs. These candidates will be supported with full-time case management from homeless service agencies to ensure long-term success. The pilot is focused on job placements in metro LA for people exiting homelessness and better linking the housing and workforce systems in LA County. Program results are still being determined. Utility Assistance In 2018, United Way launched an innovative pilot program called Subsidized Housing Assistance Relief for Energy (SHARE) with Southern California Edison and SoCal Gas to provide funds to cover a households unpaid accounts, clearing them for approval to subsidized housing. Tax Preparation United Way helps families file their taxes for free and take advantage of the earned income tax credit (EITC). Many households are eligible for the income-based EITC, but most are not aware of the opportunity, leaving hundreds of millions of dollars unclaimed each year. Since 2007, we have been a leader in promoting the Volunteer Income Tax Assistance (VITA) and began training volunteers and coordinating locations so that qualifying families can get the returns that they deserve. We also launched a communications campaign to spread awareness about the credit and successfully advocated for the Passage of the CalEITC, a state income-based tax credit. In 2009, we co-created a coalition, Free Tax Prep LA that builds synergies between government, business partners and local nonprofit organizations. For the 2019 tax season, United Way and its Free Tax Prep LA partners, helped over 60,000 families in Los Angeles County access free tax preparation, resulting in over $65M in tax returns for low-income families in our community. Financial Coaching Since 2007, we have supported the development and expansion of financial coaching programs. These help individuals and families make the best use of their incomes, so that they can achieve economic stability and start on the pathway to prosperity. Each year, over 10,000 families receive one-on-one financial coaching and services through United Ways grant funded partners. Disaster Recovery United Way created partnerships and gathered the community to assist neighbors affected by fires and mudslides, raising millions since 2017 to respond to these natural disasters. We raised funds to power the efforts of local organizations that meet emergency needs and that assist with longer-term economic, emotional, and housing support; home and neighborhood improvements; and future disaster preparation. For 2017 wildfires and mudslides, United Way mobilized the community to raise $800,000 and partnered with organizations on the ground to help 2,000 low-income households recover from the disasters. When our communities were hit by the Hill and Woolsey fires in 2018, we partnered with the Los Angeles Rams CBS 2/KCAL 9 on a 12-hour fire relief fundraiser that raised over $1 million. We continued”

“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 ($2,647,536) in the current year.”

“Description:digital communication on advoc total fees:1979777”

“Description:program communication, events, total fees:1152532”

“Description:fellows and community organize total fees:888800”

“Description:pro. Services for fiscal prgms total fees:850289”

“Description:other professional services total fees:837746”