2019-11-15T08:13:40-06:00 2019-06-30 580692043 MAULDIN & JENKINS LLC 508 HAMPTON STREET COLUMBIA SC 29201 990 2018-07-01 570314396 UNITED WAY OF THE MIDLANDS UNIT 8037335400 1818 BLANDING STREET COLUMBIA SC 29201 MARGARET NICHOLS VP FINANCE & ADMINISTRATION 8037337312 2019-11-15 1 ALAN F GRIMSLEY CPA P00557082 8037995810 2019-11-14 12.8.221.82 2019-11-15 08:39:32 ES P AF2A69F1F4D34A18297FED77DC346CC9D5699893 6D3723FE48E857C0646E325CCD0293C134F11BD8 2018 2020-03-31 21:24:44Z MARGARET NICHOLS 1818 BLANDING STREET COLUMBIA SC 29201 13318014 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. 33 33 73 0 0 0 12517372 12437069 0 0 95036 84129 594001 754396 13206409 13275594 7476987 7387621 0 0 4186213 4058577 0 0 1638032 2289289 2439816 13952489 13886014 -746080 -610420 14319216 13624639 1979249 1863776 12339967 11760863 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 3221346 1608418 HEALTH INITIATIVES- UWM'S WHOLLY-OWNED SUBSIDIARY, COMMUNITY PARTNERS OF THE MIDLANDS, LLC DBA WELLPARTNERS, PROVIDES DENTAL AND EYE CARE FOR PEOPLE WHO ARE UNDERINSURED OR WHO HAVE NO INSURANCE AT ALL. FROM JULY 2018- JUNE 2019, WELLPARTNERS PROVIDED OVER 4800 FREE DENTAL PATIENT VISITS AND EYE CARE SERVICES AND/OR CORRECTIVE LENSES TO MORE THAN 1600 PEOPLE. WELLPARTNERS' CHILDREN'S DENTAL PROGRAM IS SUPPORTED BY MORE THAN 150 VOLUNTEER DENTISTS. UWM ALSO PROMOTES ACCESS TO PRIMARY HEALTHCARE AND HELPED MORE THAN 2600 PEOPLE ACCESS QUALITY HEALTH CARE. MORE THAN 1200 SENIORS WERE ABLE TO PARTICIPATE IN HOME-DELIVERED OR CONGREGATE MEAL PROGRAMS SUPPORTED BY UNITED WAY. THIS SUPPORT RESULTED IN MORE THAN 240,000 MEALS FOR MIDLANDS SENIORS 2751267 1868093 FINANCIAL STABILITY AND BASIC NEEDS INITIATIVES- UNITED WAY OF THE MIDLANDS PROGRAMS AND INVESTMENTS SUPPORT PROGRAMS THAT ASSIST PEOPLE IN CRISIS AND OFFER OPPORTUNITIES FOR LONG-TERM FINANCIAL STABILITY. UNITED WAY ADMINISTERED $303,836 IN FEDERAL EMERGENCY FOOD AND SHELTER FUNDS, PROVIDED SHELTER FOR 2239 HOMELESS PEOPLE, AND SUPPORTED THE PLACEMENT OF MORE THAN 912 PEOPLE INTO HOUSING. THE 211 SYSTEM PROVIDED MORE THAN 11,000 CALLERS WITH REFERRALS TO PROGRAMS IN THE MIDLANDS. UWM ALSO SUPPORTED FREE TAX PREPARATION, CREATING 4.7 MILLION IN TAX REFUNDS, INCLUDING MORE THAN 1.7 MILLION IN EARNED INCOME TAX CREDITS. IN 2010 UWM CREATED A NEW RESOURCE FOR THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING- THE MIDLANDS HOUSING TRUST FUND (MHTF). TO DATE MHTF HAS SUPPORTED DEVELOPMENT OR PRESERVATION OF 500 UNITS OF AFFORDABLE HOUSING.FOR THE PAST NINE YEARS, UWM HAS ASSISTED THE MIDLANDS AREA CONSORTIUM FOR THE HOMELESS (MACH), A CONTINUUM OF CARE COALITION SERVING 13 COUNTIES. UWM SERVES AS THE LEAD AGENCY COORDINATING AND SUBMITTING AN ANNUAL HUD FUNDING APPLICATION AND ADMINISTERS THE COMMUNITY'S HOMELESS MANAGEMENT INFORMATION SYSTEM (HMIS), A FEDERALLY REQUIRED INTERNET-BASED CLIENT AND BED MANAGEMENT SYSTEM FOR HOMELESS AND AT-RISK POPULATIONS SERVED BY THE CONTINUUM OF CARE COALITION. THE SYSTEM SUPPORTS MORE THAN 100 AGENCY USERS THAT REPRESENT A MIX OF HOMELESS HOUSING, SHELTER, AND SERVICE PROVIDERS. 2517153 2517153 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 MORE THAN 90 PARTNER AGENCIES IN THE AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. UNITED WAY OF THE MIDLANDS DOES NOT REQUIRE THE RECIPIENT ORGANIZATIONS TO PROVIDE INFORMATION RELATIVE TO THE USE RESULTS OF THESE CONTRIBUTIONS. 2967824 1393957 EDUCATION INITIATIVES-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. THROUGH SCHOOL READINESS AND PARENT ENGAGEMENT PROGRAMS MORE THAN 21,000 PARENTS DEMONSTRATED KNOWLEDGE ABOUT THEIR CHILDREN'S DEVELOPMENT. IN THE AREA OF READING, UWM MATCHED READING TUTORS WITH MORE THAN 500 CHILDREN IN MORE THAN 20 SCHOOL AND CHILD CARE CENTERS. ASSESSMENT RESULTS GENERALLY SHOWED IMPROVED LITERACY SKILLS AMONG CHILDREN. UWM ALSO SUPPORTED CHILDREN IN AFTER SCHOOL AND SCHOOL-BASED PROGRAMS. OF 1990 STUDENTS ENROLLED IN UWM SUPPORTED PROGRAMS, MORE THAN 90% OF STUDENTS DEMONSTRATED PROGRESS ON ONE OR MORE OF THE FOLLOWING INDICATORS: GRADES, POSITIVE BEHAVIORS, PROGRESSING (ON TIME) TO THE NEXT GRADE. ANOTHER 272 STUDENTS WERE ENROLLED IN PROGRAMS THAT INSPIRED THEM TO PLAN FOR COLLEGE AND CAREERS. 210 STUDENTS, 77%, DEMONSTRATED ONE OR MORE SKILLS REFLECTED IN THE SC PROFILE OF A GRADUATE UWM SUPPORTED A NUMBER OF EDUCATION PROGRAMS DURING THE SUMMER OF 2019. THESE PROGRAMS INCLUDED HOME VISITING PROGRAMS THAT PREPARED CHILDREN TO ENTER KINDERGARTEN, AND SCHOOL-BASED PROGRAMS DESIGNED TO INHIBIT "SUMMER SLIDE." 1652 ELEMENTARY STUDENTS PARTICIPATED IN SUMMER READING CAMPS. THE CAMPS ARE MEANT TO MITIGATE THE IMPACT OF SUMMER LEARNING LOSS AND HELP STUDENTS START THE NEXT YEAR ON TRACK. ANOTHER 300+ CHILDREN PARTICPATED IN HOME VISITING PROGRAMS THAT PREPARED THEM TO ENTER KINDERGARTEN. COMMUNITY RESOURCES/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 2018-2019 COMMUNITY RESOURCES STAFF AND VOLUNTEERS VISITED 15 NONPROFIT PARTNERS, REVIEWED 40+ PROGRAMS AND PREPARED 23 COMMUNITY MEMBERS FOR BOARD AND COMMITTEE SERVICE. THE UWM VOLUNTEER CENTER MANAGED THE COMMUNITY PORTAL FOR VOLUNTEERING, "GET CONNECTED, AND ORGANIZED OR FACILITATED 60 VOLUNTEER PROJECTS IN THE COMMUNITY. THE TOTAL NUMBER OF VOLUNTEERS ASSOCIATED WITH UWM DURING THE FISCAL WAS 3204 2967824 1393957 11457590 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 40 0 1 73 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 X 33 33 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 8037335400 1818 BLANDING STREET COLUMBIA SC 29201 J HOLT CHETWOOD REVENUE COMMITTEE CHAIR 1.00 X 0 0 0 R JASON CASKEY IMMEDIATE PAST CHAIR 1.00 X 0 0 0 TIM ARNOLD VICE CHAIR 1.00 X X 0 0 0 ROSLYN CLARK ARTIS DIRECTOR 1.00 X 0 0 0 STACEY ATKINSON DIRECTOR 1.00 X 0 0 0 MICHAEL J BIEDIGER DIRECTOR 1.00 X 0 0 0 MICHAEL R BRENAN AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 PEYTON BRYANT DIRECTOR 1.00 X 0 0 0 DAVID CAMPBELL DIRECTOR 1.00 X 0 0 0 CINDY COX DIRECTOR 1.00 X 0 0 0 CALVIN ELAM DIRECTOR 1.00 X 0 0 0 ANDY FOLSOM CHAIR 1.00 X X 0 0 0 ROBERT W FOSTER JR DIRECTOR 1.00 X 0 0 0 JOAN TA GABEL DIRECTOR 1.00 X 0 0 0 ROZALYNN GOODWIN SECRETARY/TREASURER 1.00 X X 0 0 0 SCOTT GRAVES DIRECTOR 1.00 X 0 0 0 DR JR GREEN DIRECTOR 1.00 X 0 0 0 PATRICE T GREEN DIRECTOR 1.00 X 0 0 0 DR DEBRA HAMM DIRECTOR 1.00 X 0 0 0 D RUSSELL HARRIS DIRECTOR 1.00 X 0 0 0 TREVOR KNOX DIRECTOR 1.00 X 0 0 0 PAMELA P LACKEY DIRECTOR 1.00 X 0 0 0 JEREMY MARTIN HUD REPRESENTATIVE 1.00 X 0 0 0 CHAKISSE NEWTON DIRECTOR 1.00 X 0 0 0 MARK PITTMAN DIRECTOR 1.00 X 0 0 0 DAVID E SOLANO DIRECTOR 1.00 X 0 0 0 NANCY STOUDENMIRE DIRECTOR 1.00 X 0 0 0 FREDDIE STRANGE JR DIRECTOR 1.00 X 0 0 0 JOANN M TURNQUIST DIRECTOR 1.00 X 0 0 0 KATHERINE WATTS DIRECTOR 1.00 X 0 0 0 JASON WOLFE DIRECTOR 1.00 X 0 0 0 BARBARA WILLM DIRECTOR 1.00 X 0 0 0 PAUL WRIGHT DIRECTOR 1.00 X 0 0 0 SARA FAWCETT CEO 50.00 X 205546 0 32331 MARGARET NICHOLS VP FINANCE & ADMINISTRATION 50.00 X 77092 0 21145 ANITA FLOYD SENIOR VP COMMUNITY IMPACT 50.00 X 107805 0 19054 390443 0 72530 2 0 1 0 SBP 2645 TOULOUSE STREET NEW ORLEANS LA 70119 DISASTER RELIEF SERVICES 257035 CUSTOM CLOUD SOLUTIONS LLC 5300 SUNSET BLVD STE A LEXINGTON SC 29072 INFORMATION TECHNOLOGY SERVICES 134941 STRATEGY DESIGN PARTNERS LLC 3500 LORAIN AVE STE 302 CLEVELAND OH 44113 PROGRAM CONSULTING 108500 3 26829 2508 1253198 953388 10201146 184384 12437069 76799 76799 62520 0 62520 62520 62520 16810 0 9480 16810 -9480 7330 7330 93844 2508 32940 60904 60904 PLEDGE PROCESSING REVENUE 561000 236099 236099 SPONSORSHIP REVENUE 900099 218462 218462 MISCELLANEOUS INCOME 900099 176411 176411 630972 13275594 700822 0 137703 7387621 7387621 390443 238170 54662 97611 2647220 1613340 377032 656848 182631 102273 27395 52963 598515 340482 87583 170450 239768 143705 35392 60671 534844 353237 41996 139611 275066 218336 916 55814 284695 245433 13661 25601 165109 82799 28777 53533 441668 284121 55275 102272 44612 24329 7281 13002 EQUIPMENT & BUILDING MA 169222 143442 9185 16595 COMMUNITY EVENTS 142459 5726 1031 135702 SUPPLIES 139434 129190 4311 5933 STAFF DEVELOPMENT 79199 50869 7847 20483 163508 94517 38048 30943 13886014 11457590 790392 1638032 2329652 1926008 1644969 1719747 3524116 3419142 143010 145289 73528 63257 7466946 2031010 5705493 5435936 898448 915260 14319216 13624639 657785 747290 1316464 1116486 5000 0 1979249 1863776 X 11869485 11322019 470482 438844 12339967 11760863 14319216 13624639 -610420 31316 0 X 0 1 X 1 0 X 14986681 16567125 16932818 12517372 12497973 73501969 14986681 16567125 16932818 12517372 12497973 73501969 73501969 53382 62012 61496 67921 76799 321610 73823579 0.99560 0.99590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70 70 11491264 11491334 724567 181142 0 0 816226 784891 724567 2325684 3488526 2857 662 70 3589 204057 196223 181142 581422 872133 898448 0 51304 24800 9692 915260 849168 12274 60306 13500 9800 898448 669530 96625 91348 8335 849168 522575 139726 13425 6196 669530 508686 25360 -10042 1429 522575 1.00000 0 0 534447 534447 4791354 882623 3908731 2041145 1148387 892758 100000 100000 5435936 ENDOWMENT FUNDS 915260 915260 X 9573236 31316 31316 9541920 3733674 3733674 13275594 10152340 0 10152340 3733674 3733674 13886014 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 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PAID 2,517,153. DESIGNATED GRANTS 1,216,521. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PAID 2,517,153. DESIGNATED GRANTS 1,216,521. POWER OF THE PURSE 83347 2508 80839 2500 22702 600 2615 DRIVING DOWN MAIN 13005 0 13005 1647 2646 230 96352 2508 93844 2500 24349 3246 2845 32940 60904 0 ABLE SOUTH CAROLINA 720 GRACERN ROAD STE 106 COLUMBIA SC 29210 582336332 501 (C) (3) 28500 PROGRAM FUNDING ACHIEVE COLUMBIA PO BOX 50860 COLUMBIA SC 29250 461300396 501 (C) (3) 5000 PROGRAM FUNDING BOYS & GIRLS CLUB OF THE MIDLANDS 500 GRACERN ROAD SUITE 100 COLUMBIA SC 29210 570399808 501 (C) (3) 280000 PROGRAM FUNDING BOYS FARM INC PO BOX 713 NEWBERRY SC 29108 570446897 501 (C) (3) 50000 PROGRAM FUNDING CALHOUN COUNTY FIRST STEPS PO BOX 195 ST MATTHEWS SC 29135 571097781 501 (C) (3) 8700 PROGRAM FUNDING COMMUNITIES IN SCHOOLS OF THE MIDLANDS PO BOX 8884 COLUMBIA SC 29202 570855391 501 (C) (3) 150000 PROGRAM FUNDING COMMUNITY PARTNERS OF THE MIDLANDS 1818 BLANDING STREET COLUMBIA SC 29201 460744183 501 (C) (3) 1216521 PROGRAM FUNDING DONOR DESIGNATIONS 1818 BLANDING STREET COLUMBIA SC 29201 501 (C) (3) 2517153 PROGRAM FUNDING EDISTO HABITAT FOR HUMANITY PO BOX 2489 ORANGEBURG SC 29116 570916444 501 (C) (3) 10000 PROGRAM FUNDING EDVENTURE CHILDREN'S MUSEUM 211 GERVAIS STREET COLUMBIA SC 29201 571013857 501 (C) (3) 6300 PROGRAM FUNDING FAIRFIELD COUNTY FIRST STEPS PO BOX 215 WINNSBORO SC 29180 570619759 501 (C) (3) 6700 PROGRAM FUNDING FREE MEDICAL CLINIC 1875 HARDEN STREET COLUMBIA SC 29204 570779279 501 (C) (3) 185000 PROGRAM FUNDING FREE MEDICAL CLINIC OF NEWBERRY PO BOX 783 NEWBERRY SC 29108 200390941 501 (C) (3) 29000 PROGRAM FUNDING GIRL SCOUTS OF EASTERN SC 181 E EVANS ST BTC103 STE 400 FLORENCE SC 29506 570341216 501 (C) (3) 11600 PROGRAM FUNDING GIRL SCOUTS OF SC-MOUNTAINS 5 INDEPENDENCE POINTE STE 120 GREENVILLE SC 29615 570314433 501 (C) (3) 92000 PROGRAM FUNDING GOOD SAMARITAN CLINIC 7915 OLD PERCIVAL ROAD COLUMBIA SC 29223 571109766 501 (C) (3) 19897 PROGRAM FUNDING HOME WORKS OF AMERICA INC 3823 W BELTLINE BLVD COLUMBIA SC 29204 562027026 501 (C) (3) 22886 PROGRAM FUNDING HOMELESS NO MORE 2400 WAITES ROAD COLUMBIA SC 29204 570898981 501 (C) (3) 160250 PROGRAM FUNDING LEXINGTON & RICHLAND SCHOOL DISTRICT 5 1020 DUTCH FORK RD IRMO SC 29063 570671609 5545 PROGRAM FUNDING LEXINGTON COUNTY FIRST STEPS 101 WEST COLUMBIA AVE BATESBURGLEESVILLE SC 29006 571097821 501 (C) (3) 10000 PROGRAM FUNDING LEXINGTON SCHOOL DISTRICT 2 715 S NINTH STREET WEST COLUMBIA SC 29169 570670772 23211 PROGRAM FUNDING LUTHERAN FAMILY SERVICES 1118 UNION ST STE 240 COLUMBIA SC 29201 561286323 501 (C) (3) 50000 PROGRAM FUNDING MENTAL ILLNESS RECOVERY CENTER PO BOX 4246 COLUMBIA SC 29240 570984185 501 (C) (3) 315448 PROGRAM FUNDING MIDLANDS HOUSING ALLIANCE 2025 MAIN STREET COLUMBIA SC 29201 203524141 501 (C) (3) 451473 PROGRAM FUNDING MIDLANDS HOUSING TRUST FUND 4300 N MAIN STREE COLUMBIA SC 29203 274149384 501 (C) (3) 25000 PROGRAM FUNDING MISSION LEXINGTON 216 HARMON STREET LEXINGTON SC 29072 570813856 501 (C) (3) 67541 PROGRAM FUNDING NEWBERRY COUNTY COUNCIL ON AGING 1300 HUNT STREET NEWBERRY SC 29108 237079450 501 (C) (3) 63000 PROGRAM FUNDING NEWBERRY COUNTY LITERACY COUNCIL PO BOX 566 NEWBERRY SC 29108 570877749 501 (C) (3) 74000 PROGRAM FUNDING ONE80 PLACE 35 WALNUT STREET CHARLESTON SC 29403 570789483 501 (C) (3) 55000 PROGRAM FUNDING ORANGEBURG COUNTY COUNCIL ON AGING PO BOX 1301 ORANGEBURG SC 29116 570563459 501 (C) (3) 19000 PROGRAM FUNDING ORANGEBURG COUNTY FIRST STEPS PO BOX 451 ORANGEBURG SC 29116 571087576 501 (C) (3) 10000 PROGRAM FUNDING ORANGEBURG-CALHOUN FREE MEDICAL CENTER PO BOX 505 ORANGEBURG SC 29116 263762573 501 (C) (3) 21000 PROGRAM FUNDING PALMETTO PLACE CHILDREN'S EMERGENCY SHELTER PO BOX 3395 COLUMBIA SC 29230 576029097 501 (C) (3) 72000 PROGRAM FUNDING PRISMA HEALTH 293 GREYSTONE BLVD 2ND FLOOR COLUMBIA SC 29210 582296052 501 (C) (3) 20000 PROGRAM FUNDING REACH OUT AND READ INC 18 PLOTT DR SYLVA NC 28779 433481253 501 (C) (3) 50000 PROGRAM FUNDING RICHLAND COUNTY SCHOOL DISTRICT 1 1616 RICHLAND STREET COLUMBIA SC 29201 576002433 13000 PROGRAM FUNDING RICHLAND COUNTY SCHOOL DISTRICT 2 6831 BROOKFIELD RD COLUMBIA SC 29206 570478185 5247 PROGRAM FUNDING RICHLAND LIBRARY 1431 ASSEMBLY STREET COLUMBIA SC 29201 576000396 501 (C) (3) 80594 PROGRAM FUNDING SBP 8324 PARC PLACE CHALMETTE LA 70043 262189665 501 (C) (3) 146000 PROGRAM FUNDING SENIOR RESOURCES 2817 MILLWOOD AVE COLUMBIA SC 29205 570484965 501 (C) (3) 55000 PROGRAM FUNDING SISTERCARE 1820 MORLAINE DRIVE COLUMBIA SC 29033 570722427 501 (C) (3) 30000 PROGRAM FUNDING THE COOPERATIVE MINISTRY 3821 WEST BELTLINE BLVD COLUMBIA SC 29204 570825025 501 (C) (3) 60000 PROGRAM FUNDING THE SALVATION ARMY PO DRAWER 2786 COLUMBIA SC 29202 580660607 501 (C) (3) 321523 PROGRAM FUNDING UNITED WAY ASSOCIATION OF SC PO BOX 5655 COLUMBIA SC 29205 570515275 501 (C) (3) 183924 PROGRAM FUNDING VITAL CONNECTIONS OF THE MIDLANDS 4801 COLONIAL DR COLUMBIA SC 29203 141854297 501 (C) (3) 305000 89366 FAIR MARKET VALUE OF COMPARABLE RENT USE OF RENT FREE FACILITIES 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 191426 0 8078 0 6042 0 18062 0 14269 0 237877 0 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 400453 EMPLOYEE HEALTH INSURANCE 0 COLONIAL LIFE BOARD MEMBER 47066 LONG-TERM DISABILITY AND LIFE INSURANCE. 0 FREE MEDICAL CLINIC BOARD MEMBER 204468 BOARD MEMBER IS THE EXECUTIVE DIRECTOR OF THE FREE MEDICAL CLINIC, WHICH IS A UNITED WAY OF THE MIDLANDS PARTNER AGENCY AND GRANTEE. 0 X 13 84379 FMV X 1 100005 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE ARE SOME FAMILY OR 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. THERE ARE TWO BOARD MEMBERS THAT ARE RELATED BY THE MARRIAGE OF THEIR CHILDREN. 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. COMMUNITY PARTNERS OF THE MIDLANDS LLC 1818 BLANDING STREET COLUMBIA SC 29201 460744183 DENTAL AND EYE CARE SERVICES SC 1395139 1247802 UNITED WAY OF THE MIDLANDS