TRIDENT UNITED WAY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TRIDENT UNITED WAY INC (EIN 57-0314378)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-10-30
- IRS object ID
- 202023049349301327
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-30T11:37:26-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824158464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1552 | AddressLine1Txt |
| City | MOUNT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570314378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIDENT UNITED WAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRID | BusinessNameControlTxt |
| Phone | 8437409000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 63305 | AddressLine1Txt |
| City | NORTH CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 294193305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGET BUSH | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8437409000 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZOE DAVIS | PreparerPersonNm |
| PTIN | P01057590 | PTIN |
| Phone | 8438813315 | PhoneNum |
| Preparation | 2020-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.223.0.103 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 12:34:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00AFA897C027AAA69AAFA4DB5587DB79D2CF227C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6B3F9B5A0FC70F9719742B19CE4427CA4A4EED27 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHLOE KNIGHT TONNEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 63305 | AddressLine1Txt |
| City | NORTH CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 294193305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,446,608 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TUW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | CATALYST FOR COMMUNITY TRANSFORMATION BY COLLECTIVE IMPACT IN EDUC, FIN STABILITY & HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 35 | VotingMembersIndependentCnt |
| Total Employee | 68 | TotalEmployeeCnt |
| Total Volunteers | 6728 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,343,572 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,582,516 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,133 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $108,626 | CYProgramServiceRevenueAmt |
| PY Investment Income | $809,304 | PYInvestmentIncomeAmt |
| CY Investment Income | $491,040 | CYInvestmentIncomeAmt |
| PY Other Revenue | $48,523 | PYOtherRevenueAmt |
| CY Other Revenue | $31,710 | CYOtherRevenueAmt |
| PY Total Revenue | $9,234,532 | PYTotalRevenueAmt |
| CY Total Revenue | $7,213,892 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,284,195 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,240,229 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,049,433 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,051,125 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,133 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $36,814 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,454,328 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,553,374 | PYOtherExpensesAmt |
| CY Other Expenses | $1,715,851 | CYOtherExpensesAmt |
| PY Total Expenses | $8,947,135 | PYTotalExpensesAmt |
| CY Total Expenses | $9,044,019 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $287,397 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,830,127 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,677,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,380,310 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $862,349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,199,572 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,815,472 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,180,738 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,512,562 | ExpenseAmt |
| Grant | $621,746 | GrantAmt |
| Revenue | $49,617 | RevenueAmt |
| Desc | FINANCIAL STABILITY- INITIATIVES THAT SUPPORT THE FINANCIAL STABILITY FRAMEWORK INCLUDE THE AMERICORPS FINANCIAL STABILITY PROJECT, PROSPERITY CENTERS IN BERKELEY AND DORCHESTER COUNTIES, SC THRIVE-THE BENEFIT BANK ONLINE APPLICATION TOOL, CHARITYTRACKER AND THE EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM. THE INTEGRATION OF THESE TWO IMPACT AREAS INTO ONE BEGAN IN 2010 RESULTED IN A MODEL OF CHANGE - FINANCIAL STABILITY, WHICH CONSISTS OF INTERRELATED STEPS THAT BEGINS WITH ADDRESSING BASIC NEEDS, FOLLOWED BY INCREASING BASIC SKILLS, THEN INCREASING INCOME AND SAVINGS, AND FINALLY, GAINING AND SUSTAINING ASSETS. HIGHLIGHTS OF THE ACCOMPLISHMENTS FOR 2018-2019 INCLUDE THE FOLLOWING: 1) AMERICORPS - 1,672 INDIVIDUALS WERE SERVED: RECEIVING 2,153 SERVICES, WITH 303 INDIVIDUALS RECEIVING BASIC FINANCIAL EDUCATION. THE 18 AMERICORPS MEMBERS INCREASED OUR REGION'S SERVICE CAPACITY BY PROVIDING 18,597 HOURS OF SERVICE. PARTNER AGENCIES AGREE TO HOST AMERICORPS MEMBERS AT THEIR ORGANIZATION SITES TO ENHANCE AND FACILITATE CLIENT OUTREACH AND SERVICES. PARTNER AGENCIES PAY A FEE TO TUW BASED ON MEMBER SERVICE HOURS TO THE AGENCY. IN THE FY 2018-2019, TUW RECEIVED $49,671 IN PARTNER AGENCY REVENUE FOR THE AMERICORPS PROGRAM. 2) BERKELEY AND DORCHESTER PROSPERITY CENTERS SERVED 1,379 CLIENTS, WITH 3,365 FINANCIAL STABILITY SERVICES PROVIDED. 3) EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM - THROUGH TRIDENT UNITED WAY'S WORK WITH THE SAFETY NET ASSISTANCE NETWORK, EFSP AWARDED $318,876 TO 36 PROGRAMS. 4) CHARITYTRACKER - THROUGH THE OVER 320 ORGANIZATIONS USING CHARITYTRACKER, 28,492 HOUSEHOLDS WERE ASSISTED WITH THE VALUE OF ASSISTANCE EQUALING $1,444,819. 5 ) SC THRIVE - THE BENEFIT BANK - OVER 3,341 APPLICATIONS FOR WORK SUPPORT AND BENEFITS WERE COMPLETED. THE TAX PREPARATION ASSISTANCE PROVIDED OVER 3,364 STATE AND/OR FEDERAL TAX RETURN FILINGS FOR FREE THROUGHOUT THE TRI-COUNTY AREA BRINGING BACK $4,674,713 BACK INTO THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,714,733 | ExpenseAmt |
| Grant | $1,387,951 | GrantAmt |
| Desc | EDUCATION- TRIDENT UNITED WAY (TUW) SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO PROMOTE EARLY READINESS AND INTERVENTION AND ELIMINATE ACADEMIC PERFORMANCE GAPS BETWEEN STUDENTS RESULTING FROM POVERTY AND SOCIOECONOMIC CONDITIONS (TUW FUNDS BASED ON SERVICES BEING DELIVERED TO <200% OF POVERTY AND PLACE PROGRAMMING IN HIGH NEEDS SCHOOLS) IN ENGLISH LANGUAGE ARTS AND MATHEMATICS. TO HELP REACH THE EDUCATION GOAL, TUW LEADS SEVERAL EFFORTS. THE FIRST IS THROUGH PROGRAMMATIC INVESTMENTS IN ORGANIZATIONS THAT SERVE STUDENTS OF FAMILIES WITH HOUSEHOLD INCOME OF 200% OF THE FEDERAL POVERTY INDEX OR BELOW. THE SECOND IS THE CONVENING OF THE KINDERGARTEN READINESS NETWORK FOR THE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE, WHICH PRIORITIZES SCHOOL READINESS OUTCOMES FOR CHILDREN BIRTH THROUGH AGE EIGHT. FINALLY, TUW IS WORKING COLLABORATIVELY WITH MULTIPLE SCHOOL DISTRICTS AND COMMUNITY PARTNERS TO CONDUCT THE READING BY THIRD INNOVATION PROJECT, WITH THE GOAL OF HELPING CHILDREN ACHIEVE THE BENCHMARK OF READING AT GRADE-LEVEL BY THIRD GRADE AND SCALING EFFECTIVE PRACTICES. HIGHLIGHTS OF ACCOMPLISHMENTS FOR 2018-2019 INCLUDE THE FOLLOWING:1) KINDERGARTEN READINESS NETWORK - THE NETWORK, LED BY ITS GUIDING TEAM AND REPRESENTATIVES OF OVER 40 ORGANIZATIONS IN THE REGION, FURTHER DEVELOPED A GUIDING FRAMEWORK THAT SUPPORTS IMPROVED KINDERGARTEN READINESS OUTCOMES IN THE TRI-COUNTY. THIS FRAMEWORK WILL GUIDE FUTURE CATALYTIC PROJECTS AND ACTIVITIES THAT LEAD TO RESULTS AND POSITIVE SYSTEMS-LEVEL CHANGE.2) TRI-COUNTY READING BY THIRD PROJECT- SERVING 1,907 STUDENTS IN 12 SCHOOLS ACROSS 4 DISTRICTS. APPROXIMATELY 165 EDUCATORS HAVE BEEN TRAINED BY THE UNIVERSITY OF FLORIDA LITERARY INITIATIVE IN THE FIRST TWO YEARS OF THE PROJECT. THE PROJECTS TRAIN TEACHERS IN ENGLISH LANGUAGE ARTS INSTRUCTIONAL PRACTICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,191,283 | ExpenseAmt |
| Grant | $966,975 | GrantAmt |
| Desc | HEALTH- TRIDENT UNITED WAY HAS PARTNERED WITH MUSC HEALTH AND ROPER ST. FRANCIS HEALTHCARE TO CONTINUE TO SERVE AS THE BACKBONE ORGANIZATION FOR THE HEALTHY TRI-COUNTY (HTC) NETWORK, A MULTI-SECTOR, REGIONAL COLLECTIVE IMPACT INITIATIVE WITH THE GOAL OF IMPROVING HEALTH OUTCOMES IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES IN SOUTH CAROLINA (WWW.HEALTHYTRICOUNTY.COM). THE LONG-TERM ASPIRATIONAL GOAL OF HTC IS TO IMPROVE THE HEALTH AND WELL-BEING OF EVERY PERSON AND COMMUNITY WITHIN THE TRI-COUNTY REGION. OCTOBER 30, 2018 MARKED THE RELEASE OF "OUR HEALTH, OUR FUTURE: TRI-COUNTY HEALTH IMPROVEMENT PLAN 2018-2023", THE FIRST COMPREHENSIVE HEALTH IMPROVEMENT PLAN IN OUR REGION PROVIDING CONCRETE RECOMMENDATIONS AND ACTION STEPS FOR IMPROVING HEALTH OUTCOMES. MORE THAN 80 VOLUNTEERS REPRESENTING 60 ORGANIZATIONS INVESTED APPROXIMATELY 2,300 HOURS IN CREATING THE TRI-COUNTY HEALTH IMPROVEMENT PLAN.A HIGH PRIORITY OF TRIDENT UNITED WAY IS SUPPORTING THE IMPLEMENTATION OF "OUR HEALTH, OUR FUTURE: TRI-COUNTY HEALTH IMPROVEMENT PLAN 2018-2023" IN OUR REGION TO PROVIDE CONCRETE RECOMMENDATIONS AND ACTION STEPS FOR IMPROVING HEALTH OUTCOMES THAT CAN BE CARRIED OUT BY A WIDE RANGE OF LOCAL ORGANIZATIONS, GROUPS AND INDIVIDUALS. OTHER PRIORITIES OF TUW INCLUDE SUPPORTING WORKGROUPS OPERATING UNDER THE UMBRELLA OF HTC, INCLUDING THE TRI-COUNTY DIABETES COALITION, HTC EXECUTIVE COMMITTEE, IMMUNIZATION WORK GROUP, AND TRI-COUNTY HEALTH DATA WORKGROUP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,679,847 | $1,263,557 | $59,009 | COMMUNITY IMPACT- COMMUNITY IMPACT WORKS TO STRENGTHEN OUR COMMUNITY BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH. WE SEE THESE AREAS AS INTEGRATED AND WORK PROACTIVELY AND COLLABORATIVELY TO CREATE LONG-LASTING CHANGE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES USING THE COLLECTIVE IMPACT DISCIPLINE. THE COMMUNITY CHANGE LED BY TUW IS SUPPORTED THROUGH HUNDREDS OF WORKPLACE GIVING CAMPAIGNS, INDIVIDUAL GIVING, CORPORATE AND FOUNDATION GRANTS, FEDERAL AND STATE GRANTS, AND FEE FOR SERVICE ACTIVITIES. MAJOR INITIATIVES INCLUDED THE LAUNCH OF THE 2019-2022 FUNDING CYCLE WITH ANNOUNCEMENT ON APRIL 23, 2019 OF GRANT OFFERS TO 19 AGENCIES DELIVERING 35 PROGRAMS ACROSS BERKELEY, CHARLESTON AND DORCHESTER COUNTIES. THESE GRANT OFFERS COMPRISE PROGRAM INVESTMENT AND BASIC NEEDS GRANT POOLS TOTALING $1.2 MILLION IN PHILANTHROPIC INVESTMENTS CYCLE. THESE POOLS , ALSO INCLUDE COLLECTIVE IMPACT AND COMMUNITY ENGAGEMENT GRANTS ALIGNING WITH THE FOUR TRADITIONS OF PHILANTHROPY: RELIEF, IMPROVEMENT, SOCIAL REFORM AND CIVIC ENGAGEMENT.IN ADDITION TO GRANTS, COMMUNITY IMPACT PROVIDES CAPACITY BUILDING TOOLS TO THE COMMUNITY FREE OF CHARGE. THESE INCLUDE 211, CHARITYTRACKER AND THE AMERICORPS PROGRAM.2-1-1 SERVICE:2-1-1 IS A FREE, CONFIDENTIAL REFERRAL AND INFORMATION SERVICE THAT CONNECTS PEOPLE FROM ALL COMMUNITIES AND OF ALL AGES TO A COMMUNITY RESOURCE SPECIALIST WHO WILL HELP THEM FIND LOCAL HEALTH AND HUMAN SERVICES, 24 HOURS A DAY, SEVEN DAYS A WEEK, IN MULTIPLE LANGUAGES BY DIALING ONE NUMBER AND MAKING ONE PHONE CALL. 2-1-1 IS COMMITTED AS THE FIRST, MOST ESSENTIAL RESOURCE TO ANYONE WHO NEEDS HELP. AN INFORMATION AND REFERRAL (I&R) SPECIALIST ASSESSES CALLERS' NEEDS AND HELPS THE CALLER DETERMINE OPTIONS AND BEST COURSE OF ACTION IN A NON-THREATENING, NON-JUDGMENTAL AND CONFIDENTIAL MANNER. ADDITIONALLY, I&R SPECIALISTS ARE TRAINED TO DETERMINE WHETHER A CALLER MAY BE ELIGIBLE FOR OTHER PROGRAMS, TO INTERVENE IN CRISIS-SITUATIONS AND TO ADVOCATE ON BEHALF OF THE CALLER WHO MAY NEED ADDITIONAL ASSISTANCE. THE SERVICE IS FREE. TRIDENT UNITED WAY CONTRACTS WITH THE UNITED WAY OF ASSOCIATION OF SC, WHICH MANAGES THE CALL CENTER AND PROVIDES UP-TO-DATE, TIMELY, LOCAL INFORMATION ABOUT RESOURCES IN THE TRI-COUNTY TO TRI-COUNTY CALLERS. HIGHLIGHTS OF SERVICES FOR THE 2018-2019 FISCAL YEAR INCLUDE 11,299 CALLS RECEIVED AND 24,595 REFERRALS MADE.BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS:THE BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS ARE A COLLABORATIVE PARTNERSHIP BETWEEN TRIDENT UNITED WAY AND A HOST OF PARTNERS. SERVICES IN THE CENTERS ARE PROVIDED THROUGH A COMMUNITY NETWORK OF PARTNERS IN AN INTEGRATED SERVICE DELIVERY SYSTEM. PARTNERS LOCATED IN THE CENTERS INCLUDE DORCHESTER ADULT EDUCATION, SC WORKS, VOCATIONAL REHABILITATION, SALVATION ARMY, PALMETTO GOODWILL, PALMETTO CAP, SC THRIVE, ORIGIN SC, ACCESSHEALTH, AND LOWCOUNTRY FOOD BANK. THE CENTERS ARE SERVICE HUBS WHERE LOW TO MODERATE INCOME INDIVIDUALS AND FAMILIES HAVE ACCESS TO PROGRAMS AND RESOURCES SUCH AS EDUCATIONAL RESOURCES, BASIC NEEDS AND RESOURCES TO BECOME SELF-SUFFICIENT. THE RESOURCE CONNECTION CENTERS TAKE AN INTEGRATED APPROACH TO SERVICE DELIVERY, WHICH INCLUDES BUNDLING AND SEQUENCING OF SERVICES, LEADING TO LONG LASTING FINANCIAL CHANGE FOR CLIENTS AND THEIR FAMILIES. THE CENTERS OPERATE USING A CONTINUUM FRAMEWORK THAT BEGINS WITH ADDRESSING BASIC NEEDS AND MOVES INDIVIDUALS ALONG A CONTINUUM TO ACHIEVE THE GOAL OF GAINING AND SUSTAINING ASSETS. SERVING INDIVIDUALS COLLABORATIVELY IS A SHARED DESIRE TO CREATE BETTER FINANCIAL OUTCOMES FOR INDIVIDUALS AND FAMILIES IN THE TRI-COUNTY AREA.THE RESOURCE CONNECTION CENTERS PROVIDED 3,365 FINANCIAL STABILITY SERVICES TO 1,379 INDIVIDUALS IN THE 2018-2019 FISCAL YEAR. TUW AND AGENCY PARTNERS PROVIDED $38,965 IN IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES AND INDIVIDUALS.AMERICORPS FAMILY NAVIGATORS:THE TUW AMERICORPS PROGRAM HAS BEEN OPERATING FOR TEN YEARS WITH A GOAL OF BUILDING CAPACITY FOR ORGANIZATIONS TO PROVIDE SERVICES THAT HELP FAMILIES BECOME MORE FINANCIALLY STABLE. FURTHER, THE TUW AMERICORPS PROGRAM HAS DEVELOPED A REPUTATION IN THE TRI-COUNTY OF PRODUCING HIGHLY QUALIFIED, TRAINED HUMAN SERVICES PROFESSIONALS. OVER 75% OF ALL TUW AMERICORPS MEMBERS OVER THE PAST 3 YEARS MOVE ON TO EMPLOYMENT IN LOCAL HUMAN SERVICE ORGANIZATIONS AFTER COMPLETING THEIR SERVICE. NOTABLE RESULTS INCLUDE:-17 AMERICORPS MEMBERS PROVIDED BASIC NEEDS/CRISIS MITIGATION TO 825 FAMILIES. THOSE SERVICES INCLUDED PROVIDING ASSISTANCE TO 1,424 CLIENTS TO ACCESS BENEFITS AND ASSISTANCE WITH FILING 1,296 FEDERAL AND STATE TAX RETURNS FREE OF CHARGE.CHARITYTRACKER:CHARITYTRACKER IS A WEB-BASED TRACKING TOOL PROVIDED TO COMMUNITY PARTNERS AT NO CHARGE THROUGH TRIDENT UNITED WAY. IT IS USED BY TUW PARTNER ORGANIZATIONS INCLUDING TUW GRANTEES, COMMUNITY PARTNERS AND FAITH-BASED ORGANIZATIONS TO TRACK AND SHARE CONFIDENTIAL INFORMATION ON INDIVIDUALS RECEIVING FINANCIAL STABILITY SERVICES. THE TOOL MITIGATES ISSUES RELATED TO TRANSPORTATION AND PROVIDES ACCOUNTABILITY FOR THOSE BEING SERVED, AS WELL AS AGENCIES AND PARTNERS WORKING COLLECTIVELY TO MOVE INDIVIDUALS INTO FINANCIAL STABILITY. A BULLETIN BOARD FEATURE ALLOWS PARTNERS TO POST SERVICES PROVIDED, SUCH AS CLASSES AND EVENTS, AND ALERTS ALLOW PARTNERS TO POST EMERGENCY NEEDS SO THAT RESOURCES CAN BE DISTRIBUTED QUICKLY AND EFFICIENTLY TO PEOPLE IN NEED. THE SYSTEM IS SECURE AND ONLY AGENCIES AND PARTNERS THAT COMPLETE TRAINING CERTIFICATION CAN USE THE SYSTEM.-THERE ARE 320 ORGANIZATIONS USING CHARITYTRACKER SYSTEM.-SERVICES TRACKED PARTNERS USING THE SYSTEM IN THE 2018-2019 FISCAL YEAR PROVIDED 14,480 HOUSEHOLDS, COMPRISED OF 28,492 INDIVIDUALS, WITH $1,444,819 IN MONETARY ASSISTANCE. ON AVERAGE, EACH HOUSEHOLD IS PROVIDED 3 INSTANCES OF ASSISTANCE. |
| CONNECTING THE COMMUNITY:CONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT DIRECTLY SERVE THE TRI-COUNTY REGION. THE PRIMARY INITIATIVES ARE STRATEGIC VOLUNTEER ENGAGEMENT AND STAKEHOLDER AND COMMUNITY COMMUNICATION AS FOLLOWS:1) STRATEGIC VOLUNTEER ENGAGEMENT SUPPORTS BOTH INTERNAL AND EXTERNAL VOLUNTEER ENGAGEMENT TO PROVIDE IMPACTFUL VOLUNTEER MATCHING OPPORTUNITIES. VOLUNTEERS FOR TUW ARE THOUGHT LEADERS ON COMMITTEES AND COUNCILS, AS WELL AS DECISION-MAKERS ABOUT COMMUNITY INVESTMENTS AND SUPPORT MISSION FULFILLMENT. TUW NONPROFIT PARTNERS AND CORPORATE PARTNERS CREATE A PIPELINE OF VOLUNTEERS FOR TUW IN ALL LEVELS OF ENGAGEMENT BY OFFERING TAILOR-MADE VOLUNTEER OPPORTUNITIES TO CORPORATE PARTNERS THAT MAY RANGE FROM SUPPLY DRIVES TO HOME BUILDS AND CAN TAKE PLACE AT AN OFFICE OR IN THE COMMUNITY. ADDITIONALLY, TUW SUPPORTS THE STRATEGIC GROWTH OF SIGNATURE VOLUNTEER EVENTS SUCH AS READ ACROSS AMERICA DAY EVENT IN LOCAL SCHOOLS AND THE COMMUNITY'S LARGEST SINGLE DAY OF VOLUNTEERING DURING TRIDENT UNITED WAY'S DAY OF CARING. IN THE 2018-2019 FISCAL YEAR TUW ENGAGED OVER 6,728 VOLUNTEERS, COMPLETED 383 COMMUNITY PROJECTS, FOR A TOTAL OF 30,735 HOURS OF SERVICE, WITH 171 COMPANIES FINDING WAYS TO GIVE BACK AND BUILD TEAM AND COMMUNITY SPIRIT. THE TIME AND SKILLS CONTRIBUTED BY THE TRIDENT UNITED WAY VOLUNTEERS SAVED OUR COMMUNITY MORE THAN $341,450. 2) COMMUNICATION WITH KEY CONSTITUENTS AND ACROSS THE COMMUNITY IS A YEAR-ROUND STRATEGIC EFFORT. TUW DISTRIBUTES QUARTERLY EMAIL NEWSLETTERS TO MORE THAN 25,000 RECIPIENTS. ANNUALLY TUW SENDS TARGETED EMAIL COMMUNICATIONS TO THE HEALTHY TRI-COUNTY NETWORK SIX TIMES PERS YEAR AND DONOR NETWORK EMAIL NEWSLETTERS QUARTERLY. TUW ALSO UPDATES ITS WEBSITE (TUW.ORG) AND LINKEDIN PRESENCE WEEKLY WITH NEW INFORMATION AND EVENTS. TUW POSTS INFORMATION AND ENGAGES WITH FOLLOWERS DAILY ON ITS FACEBOOK AND TWITTER ACCOUNTS. THROUGH THESE VARIOUS TOOLS, TUW AIMS TO ENGAGE WITH AUDIENCES AND REPORT ON ITS WORK TO DONORS, POTENTIAL DONORS, AND THE COMMUNITY-AT-LARGE, ANNOUNCE FUNDING AND VOLUNTEER OPPORTUNITIES AND CELEBRATE THE IMPACT OF VOLUNTEER TIME. STRATEGIC COMMUNICATIONS ARE ALSO VITAL TO RAISING AWARENESS OF THE MYRIAD COMMUNITY RESOURCES AVAILABLE TO THOSE IN NEED AND TO SEEKING THE SUPPORT OF THOSE WHO HAVE THE ABILITY TO HELP. | |||
| DONOR DESIGNATION FEES:THE PURPOSE OF TRIDENT UNITED WAY'S ANNUAL FUNDRAISING CAMPAIGNS ARE TO DEVELOP AND ENHANCE THE RESOURCES AVAILABLE FOR TRIDENT UNITED WAY'S COMMUNITY IMPACT WORK. COMMUNITY VOLUNTEERS STRATEGICALLY INVEST THOSE RESOURCES IN THE TRI-COUNTY COMMUNITY IN ORDER TO CREATE LASTING, MEASURABLE CHANGE ON THE MOST PRESSING ISSUES FACING FAMILIES AND INDIVIDUALS. TRIDENT UNITED WAY PROMOTES INVESTING IN THE COMMUNITY IMPACT WORK AS THE MOST EFFECTIVE WAY TO INVEST IN THE TRI-COUNTY COMMUNITY ABOVE ANY FORM OF DESIGNATED GIVING.DONORS MAY ELECT ALL OR A PORTION OF THEIR PLEDGE/CONTRIBUTION AS DESIGNATED TO 501(C)(3) ORGANIZATIONS, OTHER THAN TRIDENT UNITED WAY. REQUESTS ARE PROCESSED BY TRIDENT UNITED WAY AND PAYMENTS OUT TO DESIGNATED ORGANIZATIONS IS AS FOLLOWS:-TRIDENT UNITED WAY HONORS DONOR DESIGNATIONS TO ANY VERIFIED 501(C)(3) ORGANIZATION OF $50 OR MORE PER ORGANIZATION. VERIFICATION CONSISTS OF, ON AN ANNUAL BASIS, CONFIRMING THE ORGANIZATION HAS AN ACTIVE 501(C)(3) STATUS WITH THE INTERNAL REVENUE SERVICE AND COMPLETES ADDITIONAL VERIFICATIONS AS MAY BE REQUIRED BY UNITED WAY WORLDWIDE. NO FURTHER OVERSIGHT IS PROVIDED BY TRIDENT UNITED WAY ON THE USE OF DESIGNATED FUNDS.-TO PROTECT THE PRIVACY OF OUR DONORS, TRIDENT UNITED WAY WILL NOT RELEASE THE NAMES OF INDIVIDUALS WITHOUT AUTHORIZATION FOR THE RELEASE OF SUCH INFORMATION. IF A DONOR PROVIDES AUTHORIZATION, TRIDENT UNITED WAY WILL SEND DONOR INFORMATION TO THE DESIGNATED ORGANIZATION.-TRIDENT UNITED WAY DEDUCTS FUNDRAISING AND ADMINISTRATIVE FEES AT THE RATE OF 15 PERCENT (WITH A MINIMUM OF $5 AND A MAXIMUM OF $75) PER DESIGNATION.-TRIDENT UNITED WAY SENDS PAYMENTS TO VERIFIED DESIGNATED ORGANIZATIONS (NET OF THE FUNDRAISING AND ADMINISTRATIVE FEE) ON A QUARTERLY BASIS (JANUARY, APRIL, JULY, AND OCTOBER).-GIFTS OR PAYMENTS MADE BY CASH, CHECK, CREDIT CARD, OR STOCK WILL BE PAID OUT TO THE ORGANIZATION IN THE MONTH FOLLOWING THE QUARTER IN WHICH PLEDGE PAYMENT(S) ARE RECEIVED FROM THE DONOR. FOR EXAMPLE, DONOR PLEDGE PAYMENTS RECEIVED IN JANUARY, FEBRUARY, OR MARCH WILL BE PAID IN APRIL; PAYMENTS RECEIVED IN APRIL, MAY, AND JUNE WILL BE PAID IN JULY.TOTAL DONOR DESIGNATION FEES RECEIVED DURING THE FY 2018-2019 WERE $59,009. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,679,847 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,263,557 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $59,009 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,098,425 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 68 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 35 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGET A BUSH CFO | PersonNm |
| Phone | 8437407746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 63305 | AddressLine1Txt |
| City | NORTH CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29419 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ROBERT F FEI | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FLEETWOOD S HASSELL | |||||||
| INCOMING BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PJ BROWNING | |||||||
| IMMEDIATE PAST CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KENNETH F SMITH | |||||||
| TREASURER/FINANCE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN POLSTON | |||||||
| AUDIT CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSE C DOVE | |||||||
| INVESTMENT COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK BULLARD III | |||||||
| CAMPAIGN CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL P MOONEY | |||||||
| STRATEGIC PLANNING CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH ROGERS | |||||||
| MKTG & COMMUNIC. CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY DAVIS | |||||||
| COMMUNITY IMPACT CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY M BREWER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK J CAWLEY MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA E DEWOLF | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA J ENGELMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES GAINER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY A GROW | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN D HUNTER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDDIE D INGRAM | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADOLPH LANZA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH LOTT III | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY MANCINI | |||||||
| YOUNG PHIL. SOCIETY CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| VANESSA TURNER MAYBANK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANINE M MCMANUS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA L MELVIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN E NELSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN L OLSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCELA RABENS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY SEASE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REEVES SKEEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD SMITH JR | |||||||
| AFRICAN AMER. LEADERSHIP COUNCIL CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE SWANSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER TECKLENBURG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM TURNER III | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN WHITAKER | |||||||
| WOMEN UNITED CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WILSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHLOE KNIGHT TONNEY | |||||||
| PRESIDENT&CEO AS OF 3/2019 | 50.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER KERRIGAN | |||||||
| PRESIDENT&CEO UNTIL 4/2019 | 50.00 | Yes (X) | Yes (X) | $212,565 | $0 | $37,731 | |
| BRIDGET BUSH | |||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $110,308 | $0 | $10,949 | ||
| MERRIDITH CROWE | |||||||
| CHIEF OPERATING OFFICER | 50.00 | Yes (X) | $113,615 | $0 | $24,576 | ||
| AMANDA LAWRENCE | |||||||
| VICE PRES COMMUNITY IMPACT | 50.00 | $102,306 | $0 | $14,652 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $538,794 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,908 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED WAY ASSOCIATION OF SC | |||||
| 400 ARBOR LAKE DR STE 500B | COLUMBIA | SC | 29223 | MEMBER SERVICES | $243,750 |
| ESYSTEMS SOLUTIONS LLC | |||||
| PO BOX 207 | CHARLESTON | SC | 29402 | CONTRACTED IT SERVICES | $107,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $276,235 | GovernmentGrantsAmt |
| All Other Contributions | $6,306,281 | AllOtherContributionsAmt |
| Noncash Contributions | $221,947 | NoncashContributionsAmt |
| Total Contributions | $6,582,516 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DONOR DESIGNATION FEES | 900099 | $59,009 | $59,009 |
| AMERICORP PROGRAM SERV | 519100 | $49,617 | $49,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $108,626 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,430 | TotalRevenueColumnAmt |
| Exclusion | $294,430 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $253,576 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $232,716 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,860 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,860 | TotalRevenueColumnAmt |
| Exclusion | $20,860 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $196,610 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $196,610 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,610 | TotalRevenueColumnAmt |
| Exclusion | $196,610 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOLUNTEER EVENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,850 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,850 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,850 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,213,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $119,476 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $511,900 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,240,229 | TotalAmt |
| Program Services | $4,240,229 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,490 | TotalAmt |
| Program Services | $258,651 | ProgramServicesAmt |
| Management And General | $38,128 | ManagementAndGeneralAmt |
| Fundraising | $139,711 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,032,731 | TotalAmt |
| Program Services | $1,204,535 | ProgramServicesAmt |
| Management And General | $177,558 | ManagementAndGeneralAmt |
| Fundraising | $650,638 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,380 | TotalAmt |
| Program Services | $77,852 | ProgramServicesAmt |
| Management And General | $11,476 | ManagementAndGeneralAmt |
| Fundraising | $42,052 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,544 | TotalAmt |
| Program Services | $153,205 | ProgramServicesAmt |
| Management And General | $22,584 | ManagementAndGeneralAmt |
| Fundraising | $82,755 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,980 | TotalAmt |
| Program Services | $113,762 | ProgramServicesAmt |
| Management And General | $16,769 | ManagementAndGeneralAmt |
| Fundraising | $61,449 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,814 | TotalAmt |
| Fundraising | $36,814 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,947 | TotalAmt |
| Management And General | $75,947 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,445 | TotalAmt |
| Program Services | $563,428 | ProgramServicesAmt |
| Management And General | $39,617 | ManagementAndGeneralAmt |
| Fundraising | $92,400 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,120 | TotalAmt |
| Program Services | $32,689 | ProgramServicesAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
| Fundraising | $58,431 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,756 | TotalAmt |
| Program Services | $35,839 | ProgramServicesAmt |
| Management And General | $1,584 | ManagementAndGeneralAmt |
| Fundraising | $13,333 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,832 | TotalAmt |
| Program Services | $91,034 | ProgramServicesAmt |
| Management And General | $12,377 | ManagementAndGeneralAmt |
| Fundraising | $39,421 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,182 | TotalAmt |
| Program Services | $27,203 | ProgramServicesAmt |
| Management And General | $4,511 | ManagementAndGeneralAmt |
| Fundraising | $18,468 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,456 | TotalAmt |
| Program Services | $52,575 | ProgramServicesAmt |
| Management And General | $55,008 | ManagementAndGeneralAmt |
| Fundraising | $98,873 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,141 | TotalAmt |
| Program Services | $66,498 | ProgramServicesAmt |
| Management And General | $6,947 | ManagementAndGeneralAmt |
| Fundraising | $27,696 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,888 | TotalAmt |
| Program Services | $22,837 | ProgramServicesAmt |
| Management And General | $1,747 | ManagementAndGeneralAmt |
| Fundraising | $11,304 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $123,213 | $73,476 | $12,807 | $36,930 |
| POSTAGE & PRINTING | $122,986 | $80,352 | $3,280 | $39,354 |
| BANK CHARGES | $12,025 | $3,915 | $3,560 | $4,550 |
| OTHER GRANTS | $2,100 | $2,050 | $50 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760 | TotalAmt |
| Program Services | $345 | ProgramServicesAmt |
| Management And General | $316 | ManagementAndGeneralAmt |
| Fundraising | $99 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,044,019 | TotalAmt |
| Program Services | $7,098,425 | ProgramServicesAmt |
| Management And General | $491,266 | ManagementAndGeneralAmt |
| Fundraising | $1,454,328 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,217,731 | BOYAmt |
| EOY | $2,016,769 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,279 | BOYAmt |
| EOY | $3,663,019 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,913,783 | BOYAmt |
| EOY | $3,223,177 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,773 | BOYAmt |
| EOY | $60,521 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,763 | BOYAmt |
| EOY | $167,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,634,889 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,567,604 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,762,740 | BOYAmt |
| EOY | $2,067,285 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,849,752 | BOYAmt |
| EOY | $8,181,613 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,677,821 | BOYAmt |
| EOY | $19,380,310 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,349 | BOYAmt |
| EOY | $1,199,572 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,349 | BOYAmt |
| EOY | $1,199,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,240,418 | BOYAmt |
| EOY | $14,370,979 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,922,696 | BOYAmt |
| EOY | $3,192,130 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,358 | BOYAmt |
| EOY | $617,629 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,815,472 | BOYAmt |
| EOY | $18,180,738 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,677,821 | BOYAmt |
| EOY | $19,380,310 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,830,127 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $195,393 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,364,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,100,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,869,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,343,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,582,516 | CurrentTaxYearAmt |
| Total | $45,260,478 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,364,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,100,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,869,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,343,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,582,516 | CurrentTaxYearAmt |
| Total | $45,260,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,993,490 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,266,988 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $427,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $370,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $577,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $872,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $511,900 | CurrentTaxYearAmt |
| Total | $2,759,574 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $79,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,476 | CurrentTaxYearAmt |
| Total | $231,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,251,759 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $933,830 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,820,851 | BeginningYearBalanceAmt |
| Contributions | $58,600 | ContributionsAmt |
| Investment Earnings Or Losses | $339,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$377,431 | OtherExpendituresAmt |
| End Year Balance | $5,841,111 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,350,746 | BeginningYearBalanceAmt |
| Contributions | $83,927 | ContributionsAmt |
| Investment Earnings Or Losses | $431,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$45,811 | OtherExpendituresAmt |
| End Year Balance | $5,820,851 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,777,285 | BeginningYearBalanceAmt |
| Contributions | $220,836 | ContributionsAmt |
| Investment Earnings Or Losses | $624,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$271,609 | OtherExpendituresAmt |
| End Year Balance | $5,350,746 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,106,308 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$68,340 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$260,683 | OtherExpendituresAmt |
| End Year Balance | $4,777,285 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,921,621 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $215,859 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$31,172 | OtherExpendituresAmt |
| End Year Balance | $5,106,308 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10570 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $490,000 | OtherCostOrOtherBasisAmt |
| Book Value | $490,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,174,808 | OtherCostOrOtherBasisAmt |
| Depreciation | $616,945 | DepreciationAmt |
| Book Value | $557,863 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,651,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $697,365 | DepreciationAmt |
| Book Value | $953,965 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $318,751 | OtherCostOrOtherBasisAmt |
| Depreciation | $253,294 | DepreciationAmt |
| Book Value | $65,457 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,067,285 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,440,204 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $195,393 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $232,716 | OtherRevenueAmt |
| Revenue Not Reported | $428,109 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,012,095 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $75,947 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,125,850 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,201,797 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,213,892 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,074,938 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $232,716 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $232,716 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,842,222 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $75,947 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,125,850 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,201,797 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,044,019 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TRIDENT UNITED WAY IS A LOCAL NON-PROFIT ORGANIZATION INVOLVED IN FUNDRAISING AND VOLUNTEERING IN A THREE-COUNTY REGION - CHARLESTON, BERKELEY, AND DORCHESTER COUNTIES. THE TRIDENT UNITED WAY ENDOWMENT FUND (THE FUND) HAS AN INVESTMENT POLICY STATEMENT THAT IS REVIEWED AT LEAST ANNUALLY. THE FUND PLACES EMPHASIS ON PROVIDING ANNUAL CASH INFUSIONS TO OPERATIONS TO HELP SUPPLEMENT OPERATING EXPENSES. |
| PART X, LINE 2: | INTERNAL REVENUE CODE AND COMPARABLE STATE LAW AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE IS SUBJECT TO FEDERAL INCOME TAX. THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION COULD BE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COMMERCIAL RENTAL EXPENSES 232,716. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 1,125,850. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COMMERCIAL RENTAL EXPENSES 232,716. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 1,125,850. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFICE TEAM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12400 COLLECTIONS CENTER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60693 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN SPECIALISTS | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $495,000 | GrossReceiptsAmt |
| Retained By Contractor | $36,814 | RetainedByContractorAmt |
| Net To Organization | $458,186 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $495,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $36,814 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $458,186 | TotalNetToOrganizationAmt |
| Licensed States | SC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (82 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADDLESTONE HEBREW ACADEMY | |||||||
| 1639 WALLENBURG BLVD | CHARLESTON | SC | 29407 | 570409223 | 501(C)(3) | $6,511 | GRANTEE |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | NY | 30303 | 131788491 | 501(C)(3) | $36,600 | GRANTEE |
| AMERICAN HEART ASSOCIATION INC (VA) | |||||||
| 4217 PARK PLACE COURT | GLEN ALLEN | VA | 230603315 | 135613797 | 501(C)(3) | $34,490 | GRANTEE |
| ANTIOCH COMMUNITY MINISTRIES | |||||||
| 1250 CENTRAL AVE | SUMMERVILLE | SC | 29483 | 943193389 | CHURCH | $10,170 | GRANTEE |
| BERKELEY COMMUNITY MENTAL HEALTH CENTER | |||||||
| 403 STONEY LANDING | MONCKS CORNER | SC | 29461 | GOVT | $30,000 | GRANTEE | |
| BERKELEY SENIORS | |||||||
| 103 GULLEDGE STREET | MONCKS CORNER | SC | 29461 | 571034485 | 501(C)(3) | $76,100 | GRANTEE |
| CALVARY CHAPEL OF BOISE INC | |||||||
| 123 AUTO DRIVE | BOISE | ID | 83709 | 820373010 | CHURCH | $11,267 | GRANTEE |
| BERKELEY COUNTY SCHOOL DISTRICT | |||||||
| 229 EAST MAIN STREET | MONCKS CORNER | SC | 29461 | 576000313 | GOVT | $115,000 | GRANTEE |
| BLACK RIVER UNITED WAY - GEORGETOWN SC | |||||||
| PO BOX 1065 | GEORGETOWN | SC | 29440 | 570526145 | 501(C)(3) | $20,596 | GRANTEE |
| CHANGED LIVES MINISTRY | |||||||
| 470 REID HILL ROAD | MONCKS CORNER | SC | 29461 | 582457711 | 501(C)(3) | $5,172 | GRANTEE |
| CHARLESTON ANIMAL SOCIETY | |||||||
| 2455 REMOUNT RD | NORTH CHARLESTON | SC | 29406 | 576021863 | 501(C)(3) | $10,152 | GRANTEE |
| CHARLESTON BAPTIST CHURCH | |||||||
| 13 SAN MIGUEL RD | CHARLESTON | SC | 29414 | 251253194 | CHURCH | $16,000 | GRANTEE |
| CHARLESTON COUNTY SCHOOL DISTRICT - AE | |||||||
| 3999 BRIDGE VIEW DRIVE | NORTH CHARLESTON | SC | 29405 | 576000322 | GOVT | $35,000 | GRANTEE |
| CHARLESTON DORCHESTER COMMUNITY MENTAL HEALTH CTR | |||||||
| 2100 CHARLIE HALL BLVD | CHARLESTON | SC | 29414 | 576000922 | GOVT | $160,000 | GRANTEE |
| CHARLESTON ORPHAN HOUSE INC | |||||||
| 5055 LACKAWANNA BLVD | NORTH CHARLESTON | SC | 29406 | 570669877 | 501(C)(3) | $73,181 | GRANTEE |
| CHARLESTON PROMISE NEIGHBORHOOD | |||||||
| 1819 MEETING STREET RD STE B | CHARLESTON | SC | 29405 | 800597710 | 501(C)(3) | $117,147 | GRANTEE |
| CAROLINA YOUTH DEVELOPMENT CENTER | |||||||
| 5055 LACKAWANNA BLVD | NORTH CHARLESTON | SC | 29405 | 570669877 | 501(C)(3) | $6,342 | GRANTEE |
| CHRIST EPISCOPAL CHURCH | |||||||
| 2304 HIGHWAY 17 | MOUNT PLEASANT | SC | 29466 | 221500487 | CHURCH | $22,759 | GRANTEE |
| CHARLESTON COUNTY SCHOOL DISTRICT | |||||||
| 3999 BRIDGE VIEW DRIVE | NORTH CHARLESTON | SC | 29405 | 576000322 | GOVT | $115,000 | GRANTEE |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | 570426335 | 501(C)(3) | $10,782 | GRANTEE |
| COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC | |||||||
| 1090 E MONTAGUE AVE | CHARLESTON | SC | 29403 | 570915384 | 501(C)(3) | $136,976 | GRANTEE |
| CHARLESTON SYMPHONY ORCHESTRA | |||||||
| 2133 N HILLSIDE DRIVE | CHARLESTON | SC | 29407 | 576000192 | 501(C)(3) | $5,300 | GRANTEE |
| DEE NORTON LOWCOUNTRY CHILDREN'S CENTER | |||||||
| 1061 KING STREET | CHARLESTON | SC | 29403 | 570905724 | 501(C)(3) | $168,765 | GRANTEE |
| DORCHESTER SENIORS INC | |||||||
| 312 N LAUREL STREET | SUMMERVILLE | SC | 29483 | 570703785 | 501(C)(3) | $90,769 | GRANTEE |
| EAST COOPER BAPTIST CHURCH | |||||||
| 361 EGYPT ROAD | MT PLEASANT | SC | 29464 | 570697258 | CHURCH | $13,443 | GRANTEE |
| EAST COOPER COMMUNITY OUTREACH | |||||||
| 1145 SIX MILE ROAD | MT PLEASANT | SC | 29464 | 570939280 | 501(C)(3) | $77,248 | GRANTEE |
| FAMILY SERVICES INC DBA ORIGIN SC | |||||||
| 4925 LACROSS ROAD SUITE 215 | NORTH CHARLESTON | SC | 294066513 | 570324920 | 501(C)(3) | $155,589 | GRANTEE |
| FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA | |||||||
| 19 SAINT MARGARET STREET | CHARLESTON | SC | 29403 | 570342030 | 501(C)(3) | $144,331 | GRANTEE |
| CHILDREN'S MUSEUM OF THE LOWCOUNTRY | |||||||
| 25 ST ANN STREET | CHARLESTON | SC | 29403 | 571014498 | 501(C)(3) | $5,000 | GRANTEE |
| HABITAT FOR HUMANITY OF BERKELEY COUNTY | |||||||
| 1 BELKNAP ROAD | GOOSE CREEK | SC | 294453441 | 570907019 | 501(C)(3) | $27,656 | GRANTEE |
| CHURCH OF CHRIST OUR KING | |||||||
| 1149 RUSSELL DRIVE | MOUNT PLEASANT | SC | 29464 | 570539914 | CHURCH | $5,033 | GRANTEE |
| HELPING HANDS OF GOOSE CREEK | |||||||
| PO BOX 992 | GOOSE CREEK | SC | 294450992 | 570891298 | 501(C)(3) | $55,594 | GRANTEE |
| LIFE COVENANT CHURCH | |||||||
| 4200 E 2ND ST | EDMOND | OK | 73034 | 731486708 | CHURCH | $13,200 | GRANTEE |
| LOWCOUNTRY FOOD BANK INC | |||||||
| 2864 AZALEA DR | CHARLESTON | SC | 29405 | 570751835 | 501(C)(3) | $504,294 | GRANTEE |
| CHURCH OF THE HOLY CROSS | |||||||
| PO BOX 6506 | SULLIVANS ISLAND | SC | 29482 | 570606482 | CHURCH | $11,917 | GRANTEE |
| COKESBURY UNITED METHODIST CHURCH | |||||||
| 4990 DORCHESTER RD | NORTH CHARLESTON | SC | 29418 | 570519374 | 501(C)(3) | $5,750 | GRANTEE |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | |||||||
| 18 BEE ST MSC 450 | CHARLESTON | SC | 29425 | 576028985 | 501(C)(3) | $13,350 | GRANTEE |
| METANOIA COMMUNITY DEVELOPMENT CORP | |||||||
| 2005 REYNOLDS AVENUE | NORTH CHARLESTON | SC | 29405 | 200310400 | 501(C)(3) | $138,234 | GRANTEE |
| CONGREGATION DOR TIKVAH | |||||||
| PO BOX 80301 | NORTH CHARLESTON | SC | 29416 | 455626741 | 501(C)(3) | $5,350 | GRANTEE |
| DORCHESTER CHILDREN'S ADVOCACY CENTER | |||||||
| 303 EAST RICHARDSON STREET | SUMMERVILLE | SC | 29483 | 571078099 | 501(C)(3) | $132,538 | GRANTEE |
| READING PARTNERS - CHARLESTON SC | |||||||
| 6296 RIVERS AVENUE SUITE 305 | NORTH CHARLESTON | SC | 29406 | 770568469 | 501(C)(3) | $75,056 | GRANTEE |
| DORCHESTER SCHOOL DISTRICT 2 | |||||||
| 115 DEVON RD | SUMMERVILLE | SC | 29483 | 501(C)(3) | $115,000 | GRANTEE | |
| ONE80 PLACE | |||||||
| 35 WALNUT STREET | CHARLESTON | SC | 29403 | 570789483 | 501(C)(3) | $166,696 | GRANTEE |
| OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES INC | |||||||
| PO BOX 607 | JOHNS ISLAND | SC | 29457 | 570905488 | 501(C)(3) | $42,760 | GRANTEE |
| PALMETTO WARRIOR CONNECTION | |||||||
| 2150 EAGLE DR BUILDING 100 | NORTH CHARLESTON | SC | 29406 | 570632511 | 501(C)(3) | $15,738 | GRANTEE |
| DORCHESTER SCHOOL DISTRICT 4 | |||||||
| 500 RIDGE STREET | ST GEORGE | SC | 29477 | GOVT | $115,000 | GRANTEE | |
| ROPER ST FRANCIS FOUNDATION | |||||||
| 316 CALHOUN STREET | CHARLESTON | SC | 29403 | 571068509 | 501(C)(3) | $114,685 | GRANTEE |
| SC THRIVE | |||||||
| 107 SALUDA POINTE DR | LEXINGTON | SC | 29072 | 901011409 | 501(C)(3) | $58,333 | GRANTEE |
| SEACOAST CHRISTIAN COMMUNITY CHURCH INC | |||||||
| 750 LONG POINT ROAD | MOUNT PLEASANT | SC | 294648217 | 571045195 | 501(C)(3) | $67,269 | GRANTEE |
| EAST COOPER MEALS ON WHEELS INC | |||||||
| 2304 HIGHWAY 17 | PO BOX | SC | 29466 | 570804618 | 501(C)(3) | $8,453 | GRANTEE |
| FIRST BAPTIST CHURCH OF MT PLEASANT | |||||||
| 681 MCCANTS DRIVE | MOUNT PLEASANT | SC | 29464 | 570426858 | CHURCH | $10,088 | GRANTEE |
| WINGS FOR KIDS INC | |||||||
| 2097 MOUNT PLEASANT STREET | CHARLESTON | SC | 29403 | 570807424 | 501(C)(3) | $162,000 | GRANTEE |
| FRIENDS OF NORTH CHARLESTON INC | |||||||
| 2500 CITY HALL LN | NORTH CHARLESTON | SC | 29406 | 352606241 | 501(C)(3) | $6,586 | GRANTEE |
| LOWCOUNTRY PREGNANCY CENTER | |||||||
| 7481 NORTHSIDE DR | NORTH CHARLESTON | SC | 29420 | 570838453 | 501(C)(3) | $6,306 | GRANTEE |
| MARCH OF DIMES INC | |||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | 131846366 | 501(C)(3) | $27,737 | GRANTEE |
| NEWSPRING CHURCH | |||||||
| 12200 E 21ST ST | WITCHITA | KS | 67206 | 480817251 | CHURCH | $8,850 | GRANTEE |
| OPERATION HOME INC | |||||||
| 3973 RIVERS AVE | NORTH CHARLESTON | SC | 29405 | 621745925 | 501(C)(3) | $6,231 | GRANTEE |
| PALMETTO COMMUNITY CARE | |||||||
| 3547 MEETING STREET ROAD | NORTH CHARLESTON | SC | 29405 | 570905550 | 501(C)(3) | $76,749 | GRANTEE |
| PATTISONS ACADEMY | |||||||
| 2383 HIGHWAY 41 | MOUNT PLEASANT | SC | 29466 | 203419262 | 501(C)(3) | $5,495 | GRANTEE |
| UNITED WAY OF THE MIDLANDS | |||||||
| 1818 BLANDING STREET | COLUMBIA | SC | 29201 | 570405847 | 501(C)(3) | $58,161 | GRANTEE |
| PROVIDENCE BAPTIST CHURCH | |||||||
| 294 SEVEN FARMS DR | CHARLESTON | SC | 29492 | 571037976 | CHURCH | $8,800 | GRANTEE |
| SOUTH CAROLINA AQUARIUM | |||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | 570961897 | 501(C)(3) | $47,716 | GRANTEE |
| SPOLETO FESTIVAL USA | |||||||
| 14 GEORGE STREET | CHARLESTON | SC | 29401 | 570660084 | 501(C)(3) | $11,000 | GRANTEE |
| ST ANDREWS CHURCH | |||||||
| 440 WHILDEN ST | MOUNT PLEASANT | SC | 29464 | 570381068 | CHURCH | $6,131 | GRANTEE |
| SUMMERVILLE FAMILY YMCA | |||||||
| 140 S CEDAR ST | SUMMERVILLE | SC | 29483 | 570643100 | 501(C)(3) | $5,468 | GRANTEE |
| TEMPLE BAPTIST CHURCH OF SPARTANBURG | |||||||
| 215 FIELDCREST LN | SPARTANBURG | SC | 29301 | 463432102 | CHURCH | $10,200 | GRANTEE |
| THE CHURCH AT LIFE PARK | |||||||
| 1151 GEORGE BROWDER BLVD | MOUNT PLEASANT | SC | 29466 | 471094917 | CHURCH | $5,104 | GRANTEE |
| THE JOURNEY CHURCH | |||||||
| PO BOX 3392 | SUMMERVILLE | SC | 29484 | 870793785 | CHURCH | $12,000 | GRANTEE |
| TRICOUNTY FAMILY MINISTRIES | |||||||
| 2105 COSGROVE AVE | NORTH CHARLESTON | SC | 29405 | 570794782 | 501(C)(3) | $187,186 | GRANTEE |
| TURNING POINT FOR GOD | |||||||
| 10007 RIVER RD | LAKESIDE | CA | 92040 | 330095805 | CHURCH | $7,425 | GRANTEE |
| TWO RIVERS PRESBYTERIAN CHURCH | |||||||
| 1082 E MONTAGUE AVE | NORTH CHARLESTON | SC | 29405 | 208223428 | CHURCH | $8,631 | GRANTEE |
| UNITED WAY OF CENTRAL SAVANNAH RIVER AREA | |||||||
| PO BOX 1724 | AUGUSTA | GA | 30903 | 580566155 | 501(C)(3) | $19,592 | GRANTEE |
| UNITED WAY OF GASTON COUNTY | |||||||
| PO BOX 2597 | GASTONIA | NC | 28053 | 560653356 | 501(C)(3) | $6,455 | GRANTEE |
| UNITED WAY OF GREATER RICHMOND AND PETERSBURG | |||||||
| 2001 MAYWILL ST | RICHMOND | VA | 23230 | 237375346 | 501(C)(3) | $8,805 | GRANTEE |
| UNITED WAY OF GREENVILLE COUNTY | |||||||
| 105 EDINBURG CT | GREENVILLE | SC | 29607 | 570362066 | 501(C)(3) | $49,657 | GRANTEE |
| UNITED WAY OF HORRY COUNTY | |||||||
| 761 CENTURY CIRCLE | CONWAY | SC | 29526 | 570558692 | 501(C)(3) | $18,378 | GRANTEE |
| UNITED WAY OF THE CENTRAL CAROLINAS INC | |||||||
| 301 S BREVARD STREET | CHARLOTTE | NC | 28202 | 560529948 | 501(C)(3) | $14,299 | GRANTEE |
| UNITED WAY OF THE COASTAL EMPIRE | |||||||
| PO BOX 2946 | SAVANNAH | GA | 31402 | 741207552 | 501(C)(3) | $11,455 | GRANTEE |
| UNITED WAY OF THE LOWCOUNTRY | |||||||
| PO BOX 202 | BEAUFORT | SC | 29901 | 570405847 | 501(C)(3) | $5,305 | GRANTEE |
| UNITED WAY OF YORK COUNTY SC | |||||||
| PO BOX 925 | ROCK HILL | SC | 29731 | 570314396 | 501(C)(3) | $5,603 | GRANTEE |
| WATER MISSION | |||||||
| 1150 KINZER ST | NORTH CHARLESTON | SC | 29405 | 571116978 | 501(C)(3) | $14,165 | GRANTEE |
| YWCA OF GREATER CHARLESTON | |||||||
| 1064 GARDNER ST | CHARLESTON | SC | 29407 | 570518147 | 501(C)(3) | $7,055 | GRANTEE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF THE GRANTED FUNDS ARE A RESULT OF DIRECT DESIGNATIONS BY DONORS. IN THE CURRENT REPORTING YEAR THIS AMOUNT IS $1,125,850. A PORTION OF THE GRANTED FUNDS ARE A RESULT OF A FUNDING PROCESS THROUGH THE COMMUNITY IMPACT COMMITTEE. THE COMMUNITY IMPACT COMMITTEE, ALONG WITH THE SUBCOMMITTEES OF THE FINANCIAL REVIEW COMMITTEE AND PROGRAM REVIEW COMMITTEE, CONSISTS OF COMMUNITY VOLUNTEERS THAT SELECT GRANT RECIPIENTS BASED ON FORMAL APPLICATIONS AND PROGRAM MONITORING. IN THE CURRENT REPORTING YEAR THIS AMOUNT WAS $3,114,279. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER KERRIGAN | PersonNm |
| Title | PRESIDENT&CEO UNTIL 4/2019 | TitleTxt |
| Base Compensation Filing Org | $178,600 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $26,150 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $7,815 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,734 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $26,997 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $250,296 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B: | FormAndLineReferenceDesc |
| Explanation | PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THERE ARE BALANCES IN A 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF TRIDENT UNITED WAY FOR CHRISTOPHER F. KERRIGAN. THERE WERE NO CONTRIBUTIONS TO THESE PLANS DURING THE 2018-2019 FISCAL YEAR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $221,947 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | PER THE TUW BYLAWS, THE PRESIDENT/CEO SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS, THUS 36 TOTAL AND 35 INDEPENDENT. |
| FORM 990, PART VI, SECTION A, LINE 2 | HUGH LANE JR. AND FLEETWOOD HASSELL ARE BOTH KEY EMPLOYEES WITH THE BANK OF SOUTH CAROLINA. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. A DETAILED REVIEW IS COMPLETED BY THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER OF TRIDENT UNITED WAY. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE OF TRIDENT UNITED WAY AND RECOMMENDED FOR FILING. THE AUDIT COMMITTEE PROVIDES THE COMPLETED FORM 990 TO ALL TRIDENT UNITED WAY BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY REQUIRES THE BOARD OF DIRECTORS TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR AND DISCLOSE ALL RELATED PARTY TRANSACTIONS WITH THE ORGANIZATION AND OTHER BOARD OF DIRECTOR MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL CEO COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THREE YEARS OF AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE TUW.ORG WEBSITE. OTHER GOVERNING DOCUMENTS, FORM 1023, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT REQUEST FROM THE ORGANIZATION |
| FORM 990, PART XII, LINE 2C: | SAME AS PRIOR YEAR. |
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