2023-02-01T11:54:09-06:00 2022-06-30 580692043 MAULDIN & JENKINS LLC 508 HAMPTON STREET COLUMBIA SC 29201 990 2021-07-01 570314396 UNITED WAY OF THE MIDLANDS UNIT 8037335405 1818 BLANDING STREET COLUMBIA SC 29201 SARA FAWCETT CEO 8037335405 2023-02-01 1 SARA FAWCETT 999009999 MICHELLE CHAPMAN CPA P01263095 8037995810 2023-02-01 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z SARA FAWCETT 1818 BLANDING STREET COLUMBIA SC 29201 12396584 0 X WWW.UWAY.ORG X 1954 SC UNITED WAY CONNECTS PEOPLE AND RESOURCES TO IMPROVE THE QUALITY OF LIFE IN THE MIDLANDS. UNITED WAY INVESTS IN A BROAD RANGE OF COMMUNITY PROGRAMS THAT INCREASE ACCESS TO HEALTH CARE, IMPROVE STUDENT SUCCESS, ASSIST PEOPLE IN CRISIS TO ACHIEVE LONG TERM STABILITY. 34 34 84 0 0 0 21506379 11483444 0 146743 130150 332120 593759 394284 22230288 12356591 5933553 6118438 0 0 4198242 4263049 0 116917 1756407 2470393 2346380 12602188 12844784 9628100 -488193 23632670 21822205 1848688 1510983 21783982 20311222 X UNITED WAY CONNECTS PEOPLE AND RESOURCES TO IMPROVE THE QUALITY OF LIFE IN THE MIDLANDS. UNITED WAY INVESTS IN A BROAD RANGE OF COMMUNITY PROGRAMS THAT INCREASE ACCESS TO HEALTH CARE, IMPROVE STUDENT SUCCESS, ASSIST PEOPLE IN CRISIS TO ACHIEVE LONG TERM STABILITY. 0 0 2916100 1373726 553107 HEALTH INITIATIVES- UWM PROMOTES ACCESS TO PRIMARY HEALTH CARE AS WELL AS DENTAL AND EYE CARE FOR PEOPLE WHO ARE UNDERINSURED OR LACK INSURANCE AT ALL. UNITED WAY PROGRAMS AND INVESTMENTS HELPED OVER 3,500 PEOPLE ACCESS HEALTH CARE, PROVIDED 3,456 ADULT AND CHILD PATIENT VISITS FOR DENTAL CARE, AND PROVIDED 1,344 ADULT PATIENT VISITS FOR EYE CARE. 2845328 2037545 UWM MANAGES EMERGENCY FOOD AND SHELTER PROGRAM (EFSP) FUNDS FOR FOUR OF OUR COUNTIES. EFSP FUNDS ARE FEDERAL DOLLARS THAT SUPPORT SHELTERING, FOOD, AND EMERGENCY FINANCIAL ASSISTANCE PROGRAMS IN FOUR OF UWM'S COUNTIES. THIS YEAR WE RECEIVED THE FOLLOWING EFSP FUNDS: FOR FAIRFIELD $8,591, LEXINGTON $73,195, NEWBERRY $10,292, RICHLAND $130,568 AND THE NEWLY ADDED COUNTY OF CALHOUN RECEIVED $4,643. IN 2022, THROUGH THE AMERICAN RESCUE PLAN ACT (ARPA), UWM'S COUNTIES RECEIVED ADDITIONAL EFSP FUNDING AS FOLLOWS: FOR FAIRFIELD $26,553, LEXINGTON $226,228, NEWBERRY $31,809, RICHLAND $403,555, AND CALHOUN $14,351.UWM OPERATES THE INCLEMENT WEATHER CENTER (IWC) BETWEEN NOVEMBER AND MARCH ON NIGHTS WHEN THE TEMPERATURE IS EXPECTED TO BE 40 DEGREES OR BELOW (ACCORDING TO THE NATIONAL WEATHER SERVICE), DURING HOLIDAYS, OR DURING SEVERE WEATHER. THE IWC HAS A NIGHTLY CAPACITY OF 240 PEOPLE AND PROVIDES ADULT WOMEN AND MEN WITH A BED, FOOD, SHOWER, CLOTHING, HYGIENE PRODUCTS, OUTREACH AND LINKS TO COMMUNITY RESOURCES. CLIENTS ARRIVE AT THE IWC VIA TRANSPORTATION COORDINATED UNDER THE CONTRACT WALK-UPS ARE NOT ALLOWED DUE TO THE DANGEROUS NATURE OF CROSSING HUGER STREET TO ACCESS THE SHELTER LOCATED NEAR RIVERFRONT PARK. UWM SUBCONTRACTS WITH MIDLANDS HOUSING ALLIANCE (TRANSITIONS) FOR THE DAY-TO-DAY OPERATIONS, SALVATION ARMY FOR MEALS, A PRIVATE VENDOR FOR SECURITY AND COMET FOR TRANSPORTATION. THE IWC FIRST OPENED FOR OPERATION LAST SEASON ON NOVEMBER 1, 2021 AND CLOSED ON MARCH 31, 2022. FOR THE SEASON, THE CENTER HELPED 781 UNDUPLICATED ADULTS WITH SHELTER (AVERAGE OF 104 PER NIGHT) AND 16,488 MEALS. DUE TO THE PANDEMIC, MULTIPLE SAFETY PRECAUTIONS WERE IMPLEMENTED TO ENSURE SAFETY OF THE INDIVIDUALS EXPERIENCING HOMELESSNESS, VOLUNTEERS, AND STAFF. SOME, BUT NOT ALL SAFETY PRECAUTIONS INCLUDED THE ADDITION OF AN AIR FILTRATION SYSTEM, TEMPERATURE CHECKS BEFORE BOARDING THE BUS TO TRAVEL TO THE CENTER, ROTATION SCHEDULE OF MEALS TO ALLOW FOR SOCIAL DISTANCING, AND RECONFIGURED SLEEPING AREAS TO ACCOMMODATE SOCIAL DISTANCING.UWM'S TWO-GENERATION SUPPORT EXPANDS AGENCIES' LONGTERM CASE MANAGEMENT FOR FAMILIES REFERRED BY LOCAL SCHOOL DISTRICT PARTNERS THAT ARE EXPERIENCING HOUSING OR ECONOMIC INSTABILITY. ASSISTANCE INCLUDES RESOURCE NAVIGATION, WORKFORCE DEVELOPMENT SUPPORT, AND WRAP AROUND SERVICES FOR THE CHILDREN IN THE FAMILIES. 186 FAMILIES CONSISTING OF 669 INDIVIDUALS WERE REFERRED FROM 9 DIFFERENT SCHOOL DISTRICTS ACROSS 4 COUNTIES TO RECEIVE MULTI-GENERATIONAL STABILITY SERVICES FROM TWO-GENERATION SUPPORTED PARTNERS.UWM IS MAXIMIZING THE IMPACT OF A RECENT GIFT FROM MACKENZIE SCOTT BY AWARDING FUNDS TO ORGANIZATIONS AND PROJECTS THAT IMPROVE AFFORDABLE HOUSING IN THE MIDLANDS. UWM AWARDED $250,000 TO HOME WORKS OF AMERICA TO INCREASE THEIR CAPACITY TO SERVE MORE HOMEOWNERS WITH HOME REPAIRS BY HIRING NEW PERSONNEL TO MANAGE ADDITIONAL PROJECTS. UWM ALSO AWARDED EDISTO HABITAT FOR HUMANITY $50,000 TO BUILD THEIR CAPACITY TO RAISE RESOURCES THROUGH IMPROVED COMMUNICATIONS AND MARKETING.FINANCIAL STABILITY AND BASIC NEEDS INITIATIVES- UWM SERVES AS LEAD U.S. HOUSING AND URBAN DEVELOPMENT DEPARTMENT (HUD) AGENCY FOR THE MIDLANDS AREA CONSORTIUM FOR THE HOMELESS (MACH) WHICH IS THE HUD DESIGNATED HOMELESS CONTINUUM OF CARE COVERING 13 COUNTIES STRETCHING FROM YORK, THROUGH THE MIDLANDS TO AIKEN. AS A TEAM, WE ARE COMMITTED TO ENDING HOMELESSNESS IN THE MIDLANDS. MACH MEMBER AGENCIES AND OTHER PARTNERS PROVIDE DIRECT SERVICES, SHELTER AND HOUSING THAT ASSIST OUR COMMUNITY'S HOMELESS FAMILIES, INDIVIDUALS, YOUTH AND VETERANS TO STABILITY. THE COMPLEXITY OF THE ISSUE, DIVERSITY OF THE POPULATIONS AND SHIFTING RESOURCES AND PRIORITIES OF THE COMMUNITY AND FEDERAL GOVERNMENT MAKE COORDINATION KEY TO COMMUNITY SUCCESS. SINCE 2006, UWM HAS LED MACH'S EFFORTS TO SECURE FEDERAL FUNDING FROM THE U.S. DEPARTMENT OF HUD TO SUPPORT HOMELESS HOUSING PROGRAMS. TO DATE, OVER $45 MILLION IN FEDERAL RESOURCES HAVE BEEN BROUGHT INTO THE MIDLANDS THROUGH THIS WORK LEVERAGING AN ESTIMATED $150 MILLION IN MATCHING RESOURCES. 1925880 1925880 DONOR DESIGNATIONS- AS A CONVENIENCE TO ITS DONORS, UNITED WAY OF THE MIDLANDS ALLOWS DIRECT UNRESTRICTED CONTRIBUTIONS TO OTHER UNITED WAYS OR SPECIFIC AGENCIES. UNITED WAY OF THE MIDLANDS SUPPORTS 69 PARTNER AGENCIES IN THE AREAS OF BUILDING RESILIENCY AND PROVIDING SAFETY NET SERVICES. UNITED WAY OF THE MIDLANDS DOES NOT REQUIRE THE RECIPIENT ORGANIZATIONS TO PROVIDE INFORMATION RELATIVE TO THE USE RESULTS OF THESE CONTRIBUTIONS. 2509268 781287 OTHER PROGRAM SERVICES:EDUCATION IS KEY TO AN INDIVIDUAL'S LONG-TERM SUCCESS AND FINANCIAL STABILITY. UWM FOCUSES ON EARLY EDUCATION AND KEY TRANSITIONS IN SCHOOL TO IMPROVE ON-TIME GRADUATION. IN THE AREA OF READING, MIDLANDS READING CONSORTIUM (MRC) MOBILIZED 112 VOLUNTEERS TO READ WITH 561 ELEMENTARY SCHOOL STUDENTS THROUGH ONE-TO-ONE READING SESSIONS AND CLASSROOM READINGS. ASSESSMENT RESULTS GENERALLY SHOWED MRC STUDENTS' ATTITUDES TOWARD READING CONSIDERABLY IMPROVED. UWM ALSO SUPPORTED CHILDREN IN AFTER SCHOOL AND SCHOOL-BASED PROGRAMS. OF 4,608 STUDENTS ENROLLED IN UWM-SUPPORTED PROGRAMS, MORE THAN 90% OF STUDENTS DEMONSTRATED PROGRESS ON ONE OR MORE OF THE FOLLOWING INDICATORS: ATTENDANCE, POSITIVE BEHAVIORS, OR PROGRESSING (ON TIME) TO THE NEXT GRADE. RESILIENT MIDLANDSDEVELOPSSYSTEMS AND SERVICES THAT PREVENT AND TREAT THE TOXIC EFFECTS OF TRAUMAAND ADVERSE CHILDHOOD EXPERIENCES (ACES).TO ADDRESS ACES IN RICHLAND COUNTY, RR FOCUSES ON FOUR STRATEGIES: 1) COMMUNITY AWARENESS ABOUT TRAUMA AND ITS EFFECTS ON CHILDREN, 2) TARGETED TRAINING FOR PROFESSIONALS WORKING WITH CHILDREN, 3) DEVELOPING PREVENTION INTERVENTIONS WITH PARENTS AND CAREGIVERS TO INCREASE PROTECTIVE FACTORS IN THE NORTH COLUMBIA 29203 COMMUNITY, 4) COMMUNITY-BASED RESILIENCY TEAMS TO PROVIDE INTENSIVE SUPPORT TO CHILDREN AND FAMILIES EXPERIENCING COMPLEX TRAUMA. TWO RESILIENCY TEAMS WHICH CONSIST OF A SOCIAL WORKER AND A BEHAVIOR INTERVENTIONIST TO SUPPORT FAMILIES AND TEACHERS - WERE ESTABLISHED AT HYATT PARK ELEMENTARY (RICHLAND 1) AND JACKSON CREEK ELEMENTARY (RICHLAND 2), SERVING OVER 300 FAMILIES AND CHILDREN WITH INTERVENTIONS. LEADERSHIP AND CAPACITY BUILDING SUPPORTS THE MISSION OF UWM AND COMMUNITY IMPACT BY PROVIDING CAPACITY BUILDING ACTIVITIES THAT SUPPORT STRONG NONPROFIT PARTNERS AND ENCOURAGING CIVIC ENGAGEMENT IN THE COMMUNITY.CAPACITY BUILDING ACTIVITIES INCLUDE TRAINING AND SUPPORT IN THE DEVELOPMENT AND REPORTING OF COMMON OUTCOMES AND INDICATORS, AND TRAINING AND TECHNICAL ASSISTANCE IN GOVERNANCE AND OTHER NONPROFIT BEST PRACTICES. IN 2021-2022, UWM STAFF AND VOLUNTEERS RENEWED PARTNERSHIP WITH 17 NONPROFIT ORGANIZATIONS AND INITIATED NEW PARTNERSHIPS WITH TWO ADDITIONAL ORGANIZATIONS. STAFF AND VOLUNTEERS REVIEWED 41 FUNDING APPLICATIONS AND ASSESSED MORE THAN 20 END-OF-YEAR PROGRAM REPORTS. THROUGH OUR BLUEPRINT FOR LEADERSHIP AND BRIDGING COLUMBIA PROGRAMS, WE TRAINED 40 COMMUNITY MEMBERS FOR BOARD AND COMMITTEE SERVICE. THE UWM VOLUNTEER CENTER MANAGED THE COMMUNITY PORTAL FOR VOLUNTEERING AND ORGANIZED OR FACILITATED 35 VOLUNTEER PROJECTS IN THE COMMUNITY. THE TOTAL NUMBER OF VOLUNTEERS ASSOCIATED WITH UWM DURING THE FISCAL YEAR WAS 3,551. 2509268 781287 10196576 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 1 26 0 1 84 1 0 0 0 0 0 1 1 1 1 0 0 0 X 34 34 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X X X MARGARET NICHOLS 8037335405 1818 BLANDING STREET COLUMBIA SC 29201 TIM ARNOLD DIRECTOR 1.00 X 0 0 0 BRITTANY OWEN DIRECTOR 1.00 X 0 0 0 DAVID E SOLANO DIRECTOR 1.00 X 0 0 0 JOANN M TURNQUIST DIRECTOR 1.00 X 0 0 0 DANIELLE BOYSEN DIRECTOR 1.00 X 0 0 0 MICHAEL BUNDY DIRECTOR 1.00 X 0 0 0 PAMELA P LACKEY DIRECTOR 1.00 X 0 0 0 LEE MASHBURN JR DIRECTOR 1.00 X 0 0 0 DREW STEVENS DIRECTOR 1.00 X 0 0 0 CHERYL HOLLAND DIRECTOR 1.00 X 0 0 0 KEVIN LINDLER DIRECTOR 1.00 X 0 0 0 JEREMY MARTIN DIRECTOR 1.00 X 0 0 0 TOD AUGSBURGER DIRECTOR 1.00 X 0 0 0 MICHAEL J BIEDIGER DIRECTOR 1.00 X 0 0 0 MICHAEL R BRENAN DIRECTOR 1.00 X 0 0 0 RENEE BROOKS DIRECTOR 1.00 X 0 0 0 R JASON CASKEY DIRECTOR 1.00 X 0 0 0 BARON R DAVIS DIRECTOR 1.00 X 0 0 0 CALVIN ELAM DIRECTOR 1.00 X 0 0 0 ROBERT W FOSTER JR DIRECTOR 1.00 X 0 0 0 DR JR GREEN DIRECTOR 1.00 X 0 0 0 DR DEBRA HAMM DIRECTOR 1.00 X 0 0 0 TREVOR KNOX DIRECTOR 1.00 X 0 0 0 CRAIG CURREY DIRECTOR 1.00 X 0 0 0 BRYANT DAVIS DIRECTOR 1.00 X 0 0 0 TERRANCE FORD DIRECTOR 1.00 X 0 0 0 LIZ MCCARY DIRECTOR 1.00 X 0 0 0 MATTHEW HAMMOND DIRECTOR 1.00 X 0 0 0 BILL HARMON DIRECTOR 1.00 X 0 0 0 JANET L CARLSON DIRECTOR 1.00 X 0 0 0 ELIZABETH C YARBOROUGH DIRECTOR 1.00 X 0 0 0 JASON WOLFE CHAIR 1.00 X 0 0 0 ROSLYN CLARK ARTIS VICE CHAIR 1.00 X 0 0 0 SCOTT GRAVES SECRETARY/TREASURER 1.00 X 0 0 0 MARGARET NICHOLS VP FINANCE AND ADMINISTRATION 50.00 X 88235 0 22422 SARA FAWCETT CEO 50.00 X 225266 0 42252 DR TAMARA STOCKTON HIGHEST COMPENSATED EMPLOYEE 40.00 X 0 156500 32454 GUNN OLSEN HIGHEST COMPENSATED EMPLOYEE 40.00 X 104536 0 26155 418037 156500 123283 2 0 1 0 0 44144 48795 1287953 1673817 8428735 383519 11483444 HOMELESS MANAGEMENT INFORMATION S 624100 115433 115433 ADMISSIONS 561000 29561 29561 PROGRAM SERVICE 624100 1749 1749 146743 226308 226308 32038 0 32038 32038 32038 105812 0 105812 105812 105812 27913 48795 39993 -12080 -12080 SPONSORSHIP REVENUE 900099 219411 219411 PLEDGE PROCESSING REVENUE 561000 154915 154915 374326 12356591 553107 0 320040 6118438 6118438 300000 115560 113983 70457 2923447 1831163 336077 756207 251112 150544 31413 69155 541987 308748 100397 132842 246503 148544 34910 63049 15200 15200 116917 116917 321420 283157 25909 12354 92058 80991 307 10760 201207 96577 68483 36147 388593 254370 26175 108048 129861 74608 19991 35262 13649 7255 1108 5286 104601 67513 10123 26965 309923 166218 52039 91666 374725 246119 46571 82035 38255 21948 5995 10312 COMMUNITY EVENTS 120500 8925 940 110635 CLINICAL SUPPLIES 94861 94861 LAB COSTS 51193 51193 PROGRAM 33374 33282 92 56960 36562 2180 18218 12844784 10196576 891801 1756407 4680412 3881034 9789289 9756428 3031779 2445748 120305 96100 81378 125626 7341323 2811293 4813167 4530030 1116340 987239 23632670 21822205 578523 595667 712811 914316 18000 1000 539354 0 1848688 1510983 X 21602789 20129849 181193 181373 21783982 20311222 23632670 21822205 X -488193 -984566 -1 X X 0 1 X 1 0 X 12517372 12497973 13139116 21522788 11483444 71160693 12517372 12497973 13139116 21522788 11483444 71160693 71160693 67921 76799 80182 80029 258346 563277 374326 374326 72098296 134663 0.98700 0.99520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 404 404 10824359 10824763 691238 172810 0 0 724567 670305 691238 2086110 3129165 70 200 404 674 181142 167576 172810 521528 782292 1116340 100100 -184657 34700 10684 986399 903562 254513 31000 10735 1116340 915260 26150 28000 9848 903562 898448 51304 24800 9692 915260 849168 12274 60306 13500 9800 898448 1.00000 0 0 518345 518345 4553775 1876306 2677469 1978891 815369 1163522 290312 119618 170694 4530030 X 8583509 -984566 276539 39993 -668034 9251543 3105048 3105048 12356591 10056269 276539 39993 316532 9739737 3105047 3105047 12844784 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSED 39,993. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PAID 1,925,590. DESIGNATED GRANTS 1,179,450. ROUNDING 8. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSED 39,993. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PAID 1,925,590. DESIGNATED GRANTS 1,179,450. ROUNDING 7. X 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 FEASIBILITY STUDY AND DONOR DATABASE ANALYTICS 0 0 0 81917 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CONSULTING 0 0 0 35000 116917 POWER OF THE PURSE 41188 21025 20163 3200 22720 4500 3528 DRIVING DOWN MAIN 35520 27770 7750 359 5099 587 76708 48795 27913 359 3200 27819 4500 4115 39993 -12080 1 ABLE SOUTH CAROLINA 720 GRACERN ROAD SUITE 106 COLUMBIA SC 29210 582336332 501 (C) (3) 25740 0 PROGRAM FUNDING ALSTON WILKES SOCIETY 3519 MEDICAL DRIVE COLUMBIA SC 29203 570447907 501 (C) (3) 25000 0 PROGRAM FUNDING BOYS FARM INC 6655 SC HIGHWAY 34/121 NEWBERRY SC 29108 570446897 501 (C) (3) 25000 0 PROGRAM FUNDING BOYS & GIRLS CLUB OF THE MIDLANDS 500 GRACERN ROAD SUITE 100 COLUMBIA SC 29210 570399808 501 (C) (3) 125250 0 PROGRAM FUNDING COMMUNITIES IN SCHOOLS OF THE MIDLANDS PO BOX 8884 COLUMBIA SC 29202 570855391 501 (C) (3) 125000 0 PROGRAM FUNDING COMMUNITY PARTNERS OF THE MIDLANDS DBA WELLPARTNERS 1818 BLANDING STREET COLUMBIA SC 29201 460744183 501 (C) (3) 1179450 0 PROGRAM FUNDING FREE MEDICAL CLINIC 1875 HARDEN STREET COLUMBIA SC 29204 570779279 501 (C) (3) 140000 0 PROGRAM FUNDING FREE MEDICAL CLINIC OF NEWBERRY PO BOX 783 NEWBERRY SC 29108 200390941 501 (C) (3) 25000 0 PROGRAM FUNDING GOOD SAMARITAN CLINIC 7915 OLD PERCIVAL ROAD COLUMBIA SC 29223 571109766 501 (C) (3) 14276 0 PROGRAM FUNDING HOMELESS NO MORE 2400 WAITES ROAD COLUMBIA SC 29204 570898981 501 (C) (3) 70711 0 PROGRAM FUNDING MISSION LEXINGTON 216 HARMON ST LEXINGTON SC 29072 570813856 501 (C) (3) 30000 0 PROGRAM FUNDING MIDLANDS HOUSING ALLIANCE 2025 MAIN STREET COLUMBIA SC 29201 203524141 501 (C) (3) 484038 0 PROGRAM FUNDING ORANGEBURG-CALHOUN FREE MEDICAL CLINIC PO BOX 505 ORANGEBURG SC 29116 263762573 501 (C) (3) 15000 0 PROGRAM FUNDING PALMETTO PLACE CHILDREN & YOUTH SERVICES PO BOX 3395 COLUMBIA SC 29230 576029097 501 (C) (3) 55000 0 PROGRAM FUNDING PRISMA HEALTH 293 GREYSTONE BLVD NO 2ND FL COLUMBIA SC 29210 582296052 501 (C) (3) 33000 0 PROGRAM FUNDING SALVATION ARMY PO DRAWER 2786 COLUMBIA SC 29202 580660607 501 (C) (3) 572586 0 PROGRAM FUNDING UNITED WAY ASSOCIATION OF SC PO BOX 5655 COLUMBIA SC 29205 570515275 501 (C) (3) 143224 0 PROGRAM FUNDING VITAL CONNECTIONS OF THE MIDLANDS 4801 COLONIAL DR COLUMBIA SC 29203 141854297 501 (C) (3) 189750 39383 FAIR MARKET VALUE OF COMPARABLE RENT AND SERVICES RENT FREE USE OF FACILITIES PROGRAM FUNDING DONOR DESIGNATIONS 1818 BLANDING STREET COLUMBIA SC 29201 501 (C) (3) 1925880 0 PROGRAM FUNDING MENTAL ILLNESS RECOVERY CENTER PO BOX 4246 COLUMBIA SC 29240 570984185 501 (C) (3) 200000 0 PROGRAM FUNDING BOY SCOUTS-INDIAN WATERS COUNCIL PO BOX 144 COLUMBIA SC 29202 570314440 501 (C) (3) 50000 0 PROGRAM FUNDING BROOKLAND FOUNDATION 1218 BATCHELOR ST WEST COLUMBIA SC 29169 570994150 501 (C) (3) 50000 0 PROGRAM FUNDING CALHOUN COUNTY FIRST STEPS PO BOX 195 ST MATTHEWS SC 29135 571097781 501 (C) (3) 15000 0 PROGRAM FUNDING CENTRAL SC HABITAT FOR HUMANITY 209 S SUMTER ST COLUMBIA SC 29201 570785521 501 (C) (3) 40000 0 PROGRAM FUNDING EDISTO HABITAT FOR HUMANITY PO BOX 2489 ORANGEBURG SC 29116 570916444 501 (C) (3) 50000 0 PROGRAM FUNDING FAIRFIELD COUNTY FIRST STEPS PO BOX 215 WINNSBORO SC 29180 571097810 501 (C) (3) 8500 0 PROGRAM FUNDING GIRL SCOUTS OF SC - MOUNTAINS TO MIDLANDS 5 INDEPENDENCE POINTE STE 120 GREENVILLE SC 29615 200390941 501 (C) (3) 30000 0 PROGRAM FUNDING GROWING HOMES SOUTHEAST 440 KNOX ABBOTT DR STE 250 CAYCE SC 29033 201093091 501 (C) (3) 40000 0 PROGRAM FUNDING HOME WORKS OF AMERICA 3823 W BELTLINE BLVD COLUMBIA SC 29204 562027026 501 (C) (3) 283200 0 PROGRAM FUNDING LEXINGTON COUNTY FIRST STEPS 101 WEST COLUMBIA AVE BATESBURGLEESVILLE SC 29006 571097821 501 (C) (3) 10000 0 PROGRAM FUNDING ORANGEBURG COUNTY FIRST STEPS PO BOX 451 ORANGEBURG SC 29116 571097868 501 (C) (3) 10000 0 PROGRAM FUNDING PROJECT LIFE POSITEEN 349 SUMMERS AVE ORANGEBURG SC 29115 542159488 501 (C) (3) 25000 0 PROGRAM FUNDING WINGS FOR KIDS 476 MEETING ST STE E CHARLESTON SC 29403 571055054 501 (C) (3) 25000 0 PROGRAM FUNDING PART I, LINE 2: THE ORGANIZATION ANNUALLY REVIEWS ALL PARTNER AGENCIES' 990, ANNUAL REPORT, AND REGISTRATION WITH THE SC SECRETARY OF STATE TO ASSURE PARTNERS ARE MEETING MINIMUM LEGAL AND REGULATORY REQUIREMENTS. WHEN THE ORGANIZATION ISSUES PROGRAM GRANTS, THESE AGENCIES MUST ALSO SUBMIT QUARTERLY EXPENSE REPORTS AND RESULTS REPORTS EVERY 12 MONTHS THEREAFTER. X X X X 0 0 0 0 0 0 0 0 0 SARA FAWCETT CEO 225266 0 0 0 0 0 18756 0 23496 0 267518 0 0 0 DR TAMARA STOCKTON HIGHEST COMPENSATED EMPLOYEE 0 156500 0 0 0 0 0 15214 0 17240 0 188954 0 0 PART I, LINE 7 - NON-FIXED PAYMENTS NOT LISTED THE PLAN IS NOT RELATED TO ECONOMIC PERFORMANCE BUT TO THE ACHIEVEMENT OF CERTAIN MEASURABLE GOALS SET FORTH ANNUALLY THAT SUPPORT THE ATTAINMENT OF THE ORGANIZATION'S STRATEGIC PLAN AND OBJECTIVES WHICH IS UPDATED EVERY THREE YEARS AND APPROVED BY THE BOARD. EACH YEAR THE ORGANIZATION'S STAFF DEFINES BOTH ORGANIZATIONAL AND DEPARTMENTAL GOALS CONSISTENT WITH THE PLAN. THESE GOALS ARE SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. IF AND WHEN APPROVED, THESE GOALS ARE INCORPORATED INTO EACH EMPLOYEE'S ANNUAL GOALS. EACH FISCAL YEAR, INDIVIDUAL DEPARTMENTS AND THE ORGANIZATION REPORT ON WHETHER OR NO THEY HAVE ACHIEVED SOME OR EACH ONE OF THESE GOALS. IF EVIDENCE INDICATES THAT A GIVEN ORGANIZATIONAL OR DEPARTMENTAL GOAL IS ACHIEVED, THEN THE BOARD REVIEWS THESE REPORTS AND DECIDES, BASED ON THE ORGANIZATION'S FINANCIAL CAPACITY, TO EITHER FUND OR NOT FUND INCENTIVE PAY EARNED. BLUE CROSS BLUE SHIELD OF SC BOARD MEMBER 388928 EMPLOYEE HEALTH INSURANCE 0 COLONIAL LIFE BOARD MEMBER 33414 LONG-TERM DISABILITY AND LIFE INSURANCE 0 MIDLANDS HOUSING ALLIANCE BOARD MEMBER 466699 A BOARD MEMBER IS THE EXECUTIVE DIRECTOR OF THE MIDLANDS HOUSING ALLIANCE (DBA TRANSITIONS), WHICH IS A UWM PARTNER AGENCY & GRANTEE. HE SERVES AS THE CHAIR OF THE CEO ASSOCIATION (ASSOCIATION OF UWM PARTNER AGENCIES) WHICH IS A DESIGNATED SEAT ON THE UWM BOARD. 0 X 16 354539 FMV X 1 28980 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE ARE SOME BUSINESS RELATIONSHIPS WITHIN THE BOARD. THERE ARE TWO BOARD MEMBERS WHO WORK IN THE HEALTH INSURANCE INDUSTRY WHILE TWO BOARD MEMBERS WORK FOR LOCAL HEALTH PROVIDERS. THE BOARD ALSO INCLUDES THE PRESIDENTS OF TWO BANKING INSTITUTIONS. SEVERAL OTHER BOARD MEMBERS MAY UTILIZE THESE BANKS FOR THEIR PERSONAL OR BUSINESS FINANCIAL NEEDS. FORM 990, PART VI, SECTION B, LINE 11B DIRECTORS WERE E-MAILED A COPY OF THE RETURN, ASKED TO REVIEW, AND RESPOND WITH ANY QUESTIONS THEY HAD REGARDING THE INFORMATION THEREIN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE ASKED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST STATEMENT. ALL POTENTIAL CONFLICTS, REGARDLESS OF TYPE AND AMOUNT, WERE REQUIRED TO BE DISCLOSED. ALL BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A CODE OF ETHICS DOCUMENT. IF A MEMBER IS DEEMED TO HAVE A CONFLICT OF INTEREST, THAT MEMBER WILL REFRAIN FROM VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A THE HR AND COMPENSATION COMMITTEE AND BOARD OF DIRECTORS ARE PROVIDED WITH A WRITTEN PERFORMANCE REPORT OF THE CHIEF EXECUTIVE OFFICER. THEY ARE ALSO PROVIDED WITH COMPARABLE SALARY INFORMATION FROM UNITED WAY WORLDWIDE AND LOCAL/REGIONAL PEER ORGANIZATIONS. THE HR AND COMPENSATION COMMITTEE MEETS INDEPENDENTLY TO STUDY THE PERFORMANCE REPORT AND SALARY INFORMATION AND DEVELOP A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE FULL BOARD OF DIRECTORS VOTES ON WHETHER TO ACCEPT OR MODIFY THE RECOMMENDATIONS OF THE HR AND COMPENSATION COMMITTEE. THIS PROCESS IS FOLLOWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: ROUNDING -1. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY PARTNERS OF THE MIDLANDS LLC 1818 BLANDING STREET COLUMBIA SC 29201 460744183 FREE DENTAL AND EYE SERVICES SC 1435800 1274973 UNITED WAY OF THE MIDLANDS