TY 2019 Form 990 Schedule J

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1ELISE BUIK PRESIDENT/CEO(1-TIME PYMT IN W-2)	(i) (ii)	345,998 ------------- 0	78,875 ------------- 0	268,132 ------------- 0	114,416 ------------- 0	30,230 ------------- 0	837,651 ------------- 0	233,997 ------------- 0
2LINING RECENDEZ VP, FINANCE	(i) (ii)	169,934 ------------- 0	36,709 ------------- 0	6,542 ------------- 0	24,200 ------------- 0	23,344 ------------- 0	260,729 ------------- 0	0 ------------- 0
3TAULENE KAGAN VP, MARKETING & COMMUNICATIONS	(i) (ii)	167,702 ------------- 0	12,714 ------------- 0	5,849 ------------- 0	10,515 ------------- 0	31,166 ------------- 0	227,946 ------------- 0	0 ------------- 0
4DEMETRIUS STEVENSON DIR, CORPORATE STRATEGIES	(i) (ii)	111,025 ------------- 0	0 ------------- 0	18,436 ------------- 0	64,519 ------------- 0	11,215 ------------- 0	205,195 ------------- 0	0 ------------- 0
5MILINDA MARTIN CHIEF OPERATING OFFICER-PART YEAR	(i) (ii)	133,920 ------------- 0	25,557 ------------- 0	0 ------------- 0	27,763 ------------- 0	0 ------------- 0	187,240 ------------- 0	0 ------------- 0
6CHRIS KO MANAGING DIR -HOMELESSNESS & STRATEG	(i) (ii)	129,480 ------------- 0	23,500 ------------- 0	229 ------------- 0	9,439 ------------- 0	6,522 ------------- 0	169,170 ------------- 0	0 ------------- 0
7THOMAS NEWMAN SENIOR DIR - IMPACT INITIATIVES	(i) (ii)	114,963 ------------- 0	23,500 ------------- 0	182 ------------- 0	3,894 ------------- 0	16,940 ------------- 0	159,479 ------------- 0	0 ------------- 0
8DEENA MARGOLIS VP, COMMUNITY IMPACT-PART YEAR	(i) (ii)	104,472 ------------- 0	12,346 ------------- 0	14,094 ------------- 0	9,144 ------------- 0	16,693 ------------- 0	156,749 ------------- 0	0 ------------- 0
9COREY CASTILLO DIR, OPTIMIZATION	(i) (ii)	123,601 ------------- 0	12,000 ------------- 0	195 ------------- 0	4,223 ------------- 0	10,541 ------------- 0	150,560 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE J, 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 2019 (THE YEAR WE ARE REQUIRED TO USE FOR 6/30/2020 FORM 990 REPORTING), THE LIMITS ON COVERED COMPENSATION ARE ANNUAL INCOME OF $280,000. THIS AMOUNT IS ADJUSTED ANNUALLY FOR INFLATION, IT IS $285,000 IN 2020 AND $290,000 IN 2021. 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 RECEIVED TWO DISTRIBUTIONS FROM THE PLAN DURING THE CALENDAR YEAR 2019. THE FIRST DISTRIBUTION WAS A ONE-TIME SPECIAL PAYMENT IN MARCH 2019 IN THE AMOUNT OF $256,610, WHICH WAS APPROXIMATELY 50% OF ACTUARIAL VALUE AT THE VESTING DATE. THE SECOND DISTRIBUTION WAS AN ANNUAL PAYMENT, AND $8,143 WAS PAID TO MS. BUIK IN AUGUST 2019. THE TOTAL OF THESE TWO DISTRIBUTIONS WAS $264,753, AND IT WAS REPORTED IN HER GROSS WAGES IN FORM 2019 W2, AND IT WAS INCLUDED IN "OTHER REPORTABLE COMPENSATION" COLUMN B (III) ON SCHEDULE J, PART II. OUT OF THIS AMOUNT, $233,997 WAS 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. THE $37,908 ESTIMATED INCREASE IN THE VALUE OF THE SERP/BRP IS REPORTED AS DEFERRED COMPENSATION IN COLUMN C, SCHEDULE J, PART II.
SCHEDULE J, 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 THE FISCAL YEAR, AND THE RESULTS ARE APPROVED BY THE BOARD EVERY JULY AFTER THE YEAR END. THESE BONUSES ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II).

Return Reference

Explanation

SCHEDULE J, 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 2019 (THE YEAR WE ARE REQUIRED TO USE FOR 6/30/2020 FORM 990 REPORTING), THE LIMITS ON COVERED COMPENSATION ARE ANNUAL INCOME OF $280,000. THIS AMOUNT IS ADJUSTED ANNUALLY FOR INFLATION, IT IS $285,000 IN 2020 AND $290,000 IN 2021. 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 RECEIVED TWO DISTRIBUTIONS FROM THE PLAN DURING THE CALENDAR YEAR 2019. THE FIRST DISTRIBUTION WAS A ONE-TIME SPECIAL PAYMENT IN MARCH 2019 IN THE AMOUNT OF $256,610, WHICH WAS APPROXIMATELY 50% OF ACTUARIAL VALUE AT THE VESTING DATE. THE SECOND DISTRIBUTION WAS AN ANNUAL PAYMENT, AND $8,143 WAS PAID TO MS. BUIK IN AUGUST 2019. THE TOTAL OF THESE TWO DISTRIBUTIONS WAS $264,753, AND IT WAS REPORTED IN HER GROSS WAGES IN FORM 2019 W2, AND IT WAS INCLUDED IN "OTHER REPORTABLE COMPENSATION" COLUMN B (III) ON SCHEDULE J, PART II. OUT OF THIS AMOUNT, $233,997 WAS 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. THE $37,908 ESTIMATED INCREASE IN THE VALUE OF THE SERP/BRP IS REPORTED AS DEFERRED COMPENSATION IN COLUMN C, SCHEDULE J, PART II.

SCHEDULE J, 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 THE FISCAL YEAR, AND THE RESULTS ARE APPROVED BY THE BOARD EVERY JULY AFTER THE YEAR END. THESE BONUSES ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II).

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