TRIDENT UNITED WAY INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TRIDENT UNITED WAY INC (EIN 57-0314378)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-04-23
IRS object ID
201931139349300128
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-23T13:04:05-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN824158464PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVIS & COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1990 LAKE HUNTER CIRCLE STE 207AddressLine1Txt
CityMOUNT PLEASANTCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29464ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN570314378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRIDENT UNITED WAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRIDBusinessNameControlTxt
Phone8437409000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 63305AddressLine1Txt
CityNORTH CHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP294193305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIDGET BUSHPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone8437409000PhoneNum
Signature2019-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZOE DAVISPreparerPersonNm
PTINP01057590PTIN
Phone8438813315PhoneNum
Preparation2019-04-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.223.0.103IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-23IPDt
IP Tm14:01:09IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB602D594AFD2B0B327E07A06F36CA6A7E42546D0AtSubmissionCreationDeviceId
At Submission Filing Device IdD687F2D5A2F6D0A2D3F8E5BB2EE485A29C43EC1CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHLOE KNIGHT TONNEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 63305AddressLine1Txt
CityNORTH CHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP294193305ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,416,157GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TUW.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1944FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionCATALYST FOR COMMUNITY TRANSFORMATION BY COLLECTIVE IMPACT IN EDUC, FIN STABILITY & HEALTH.ActivityOrMissionDesc
Voting Members Governing Body39VotingMembersGoverningBodyCnt
Voting Members Independent38VotingMembersIndependentCnt
Total Employee78TotalEmployeeCnt
Total Volunteers6716TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,869,346PYContributionsGrantsAmt
CY Contributions Grants$8,343,572CYContributionsGrantsAmt
PY Program Service Revenue$79,098PYProgramServiceRevenueAmt
CY Program Service Revenue$33,133CYProgramServiceRevenueAmt
PY Investment Income$577,562PYInvestmentIncomeAmt
CY Investment Income$809,304CYInvestmentIncomeAmt
PY Other Revenue$13,366PYOtherRevenueAmt
CY Other Revenue$48,523CYOtherRevenueAmt
PY Total Revenue$10,539,372PYTotalRevenueAmt
CY Total Revenue$9,234,532CYTotalRevenueAmt
PY Grants And Similar Paid$4,369,511PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,284,195CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,188,583PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,049,433CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$73,332PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$60,133CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,390,706CYTotalFundraisingExpenseAmt
PY Other Expenses$1,680,027PYOtherExpensesAmt
CY Other Expenses$1,553,374CYOtherExpensesAmt
PY Total Expenses$9,311,453PYTotalExpensesAmt
CY Total Expenses$8,947,135CYTotalExpensesAmt
PY Revenues Less Expenses$1,227,919PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$287,397CYRevenuesLessExpensesAmt
Total Assets BOY$20,671,242TotalAssetsBOYAmt
Total Assets EOY$20,677,821TotalAssetsEOYAmt
Total Liabilities BOY$1,104,432TotalLiabilitiesBOYAmt
Total Liabilities EOY$862,349TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,566,810NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,815,472NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUATION, FINANCIAL STABILITY AND HEALTH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,410,882ExpenseAmt
Grant$621,746GrantAmt
Revenue$85,000RevenueAmt
DescINITIATIVES 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 THE INCOME AND SAFETYNET IMPACT AREAS RESULTED IN A MODEL OF CHANGE FOR 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 2017-2018 INCLUDE THE FOLLOWING: 1) AMERICORPS - 1,042 INDIVIDUALS WERE SERVED: RECEIVING 2,153 SERVICES, WITH 303 INDIVIDUALS RECEIVING BASIC FINANCIAL EDUCATION. THE 18 AMERICORPS MEMBERS INCREASED OUR REGIONS SERVICE CAPACITY BY PROVIDING 18,597 HOURS OF SERVICE. 2) BERKELEY AND DORCHESTER PROSPERITY CENTERS SERVED 2,095 CLIENTS, OF WHICH 1,678 WERE NEW THIS YEAR, WITH 5,917 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 300 ORGANIZATIONS USING CHARITYTRACKER, 28,646 HOUSEHOLDS WERE ASSISTED WITH THE VALUE OF ASSISTANCE EQUALING $1,005,779. 5) SC THRIVE TAX PREPARATION ASSISTANCE: OVER 3,030 STATE AND/OR FEDERAL TAX RETURNS WERE FILED FOR FREE THROUGHOUT THE TRI-COUNTY AREA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,714,733ExpenseAmt
Grant$1,387,951GrantAmt
Revenue$83,750RevenueAmt
DescEDUCATIONTRIDENT UNITED WAY (TUW) SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO PROMOTE EARLY SCHOOL 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 OR WHO SERVE A MAJORITY OF FAMILIES AT 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 FIVE. FINALLY, TUW IS WORKING COLLABORATIVELY WITH MULTIPLE SCHOOL DISTRICTS AND COMMUNITY PARTNERS TO LAUNCH A READING BY THIRD LITERACY INITIATIVE, A NEW AND INNOVATIVE LITERACY INVESTMENT FUND 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 2017-2018 INCLUDE THE FOLLOWING:1) KINDERGARTEN READINESS - ESTABLISHMENT OF THE COMMON AGENDA AND DEFINITION OF KINDERGARTEN READINESS, THE IDENTIFICATION OF TWO CATALYTIC PROJECTS, FAMILY RESOURCE HUB AND ACCESS TO CARE THROUGH CHILDCARE VOUCHERS, AND THE ELECTION OF THE FAMILY RESOURCE HUB AS A FOCUS, AND THE CONVENING OF APPROXIMATELY 60 COMMUNITY MEMBERS REPRESENTING A VARIETY OF AGENCIES, ORGANIZATIONS AND SCHOOLS IN JUNE 2017.2) READING BY THIRD SERVING 1,110 STUDENTS AND TRAINING 123 TEACHERS IN ENGLISH LANGUAGE ARTS INSTRUCTIONAL PRACTICES.3) LINKS 2.0 - SERVING: A) 207,820 BACKPACK MEALS TO 6,446 CHILDREN SO THAT THEY MAY FOCUS ON SCHOOL, NOT HUNGER B) 14,722 HOURS OF MENTAL HEALTH COUNSELING TO 741 STUDENTS C) $86,450 IN EMERGENCY FINANCIAL ASSISTANCE TO 1,156 FAMILIES TO ADDRESS BASIC NEEDS THAT COULD HAVE NEGATIVELY IMPACTED CHILDREN'S LIVING CONDITIONS AND LEARNINGDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,142,820ExpenseAmt
Grant$966,975GrantAmt
DescHEALTHTHE HIGHEST CURRENT PRIORITY OF TUW IS SUPPORTING THE IMPLEMENTATION OF OUR HEALTH, OUR FUTURE: TRI-COUNTY HEALTH IMPROVEMENT PLAN 2018-2023, THE FIRST COMPREHENSIVE HEALTH IMPROVEMENT PLAN IN OUR REGION THAT PROVIDES 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, AND TRI-COUNTY HEALTH DATA WORKGROUP.IN JANUARY 2017, TUW PARTNERED WITH MUSC HEALTH AND ROPER ST. FRANCIS HEALTHCARE TO LAUNCH HEALTHY TRI-COUNTY (HTC), A MULTI-SECTOR REGIONAL INITIATIVE TO IMPROVE 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. HTC GREW OUT OF THE COLLABORATIVE WORK IMPLEMENTED BY MUSC HEALTH, ROPER ST. FRANCIS HEALTHCARE AND TRIDENT UNITED WAY ON THE 2016 TRI-COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND A THREE-PART TRI-COUNTY HEALTH FORUM SERIES. THERE ARE CURRENTLY 63 FORMAL HTC MEMBERS, AND NEARLY 1,000 INDIVIDUALS HAVE INTERACTED WITH NETWORK ACTIVITIES AND RESOURCES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,676,308ExpenseAmt
Grant$1,307,523GrantAmt
Revenue$26,100RevenueAmt
DescCOMMUNITY IMPACTCOMMUNITY IMPACT WORKS TO STRENGTHEN OUR COMMUNITY BY FOCUSING ON EDUCATION, FINANCIAL STABILITY AND HEALTH. THESE ARE THE BUILDING BLOCKS FOR A GOOD LIFE - A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY AND GOOD HEALTH. WE SEE THESE AREAS AS INTEGRATED AND WORK PROACTIVELY AND COLLABORATIVELY TO CREATE LONG-LASTING CHANGE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES. THE COMMUNITY CHANGE LEAD BY TUW IS SUPPORTED THROUGH HUNDREDS OF WORKPLACE GIVING CAMPAIGNS, INDIVIDUAL GIVING, CORPORATE AND FOUNDATION GRANTS, FEDERAL AND STATE GRANTS, AND FEES FOR SERVICES. MAJOR INITIATIVES INCLUDED STRATEGIC LEARNING & EVALUATION, EFFORTS TO OUTCOMES, AND PARTNER AGENCY INVESTMENT MANAGEMENT. HIGHLIGHTED OUTCOMES OF COMMUNITY IMPACT INCLUDED:1) EFFORTS TO OUTCOMES IMPLEMENTED AUTOMATED REFERRALS PROCESS AT BERKELEY PROSPERITY, COMPLETED PREPARATION FOR IMPLEMENTATION OF ETO FOR AMERICORPS PROGRAM REPORTING. 2) STRATEGIC LEARNING & EVALUATION WAS CRITICAL IN THE IMPLEMENTATION OF THE EXECUTION OF THE YEARS 1 & 2 OF THE INVESTMENT PROCESS. QUARTERLY DATA DIVES WERE HELD, WHEREBY PROGRAM INVESTMENT PARTNERS REVIEW DATA OF SIMILAR PROGRAMS TO DISCUSS TRENDS, CHALLENGES AND BEST PRACTICE SOLUTIONS, AS WELL AS DISCUSS TOOLS AND/OR INFORMATION TO BUILD CAPACITY, STRENGTHEN PARTNERSHIPS AND IMPROVE SYSTEMS. 3) PARTNER AGENCY INVESTMENT MANAGEMENT INCLUDED GUIDING OVER 100 VOLUNTEERS IN THE REVIEW OF THE FUNDED PARTNER GRANTS ON A QUARTERLY BASIS. THE INVESTMENT PROCESS IS UNDERPINNED BY THREE PRINCIPLES THAT GUIDE ALL INVESTMENTS: FISCAL RESPONSIBILITY, MEASURABLE RESULTS AND ALIGNMENT. GRANTS ARE MADE IN THE FOCUS AREAS OF EDUCATION, HEALTH AND FINANCIAL STABILITY.CONNECTING THE COMMUNITYCONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT DIRECTLY SERVE THE TRI-COUNTY REGION. THE PRIMARY INITIATIVES ARE STRATEGIC VOLUNTEER ENGAGEMENT, COMMUNICATION, AND THE 2-1-1 HELPLINE WITH DESCRIPTIONS AS FOLLOWS:1) STRATEGIC VOLUNTEER ENGAGEMENT SUPPORTS BOTH INTERNAL AND EXTERNAL VOLUNTEER ENGAGEMENT TO PROVIDE IMPACTFUL VOLUNTEER MATCHING BETWEEN TUW NONPROFIT PARTNERS AND CORPORATE PARTNERS; CREATES A PIPELINE OF VOLUNTEERS FOR TUW IN ALL LEVELS OF ENGAGEMENT; AND SUPPORTS THE STRATEGIC GROWTH OF DAY OF CARING. IN FY18, TUW ENGAGED OVER 6,500 VOLUNTEERS. 2) 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 TO BEING THE FIRST, MOST ESSENTIAL RESOURCE TO ANYONE WHO NEEDS HELP. AN INFORMATION AND REFERRAL (I&R) SPECIALIST ASSESES 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 SITUATION 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 IN FY18 INCLUDE 17,573 CALLS RECEIVED AND 35,146 REFERRALS MADE.3) COMMUNICATION WITH CONSTITUENTS IS A YEAR-ROUND EFFORT. TUW DISTRIBUTES QUARTERLY EMAIL NEWSLETTERS TO 20,000 + RECIPIENTS. TUW ALSO UPDATES ITS WEBSITE (TUW.ORG) AND LINKEDIN PRESENCE WEEKLY. 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 AND TO RAISE AWARENESS OF THE MYRIAD COMMUNITY RESOURCES AVAILABLE TO THOSE IN NEED AND SEEKING THE SUPPORT OF THOSE WHO HAVE THE ABILITY TO HELP.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,676,308TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,307,523TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$26,100TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$6,944,743TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document23IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee78EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members39GoverningBodyVotingMembersCnt
Independent Voting Member38IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRIDGET A BUSH CFOPersonNm
Phone8437407746PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 63305AddressLine1Txt
CityNORTH CHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29419ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRISTOPHER KERRIGAN
PRESIDENT & CEO50.00Yes (X)Yes (X)$226,958$0$89,289
PJ BROWNING
BOARD CHAIR5.00Yes (X)Yes (X)$0$0$0
ROBERT FEI
CHAIR-ELECT/COMMUNITY IMPACT CHAIR5.00Yes (X)Yes (X)$0$0$0
KENNETH SMITH
TREASURER/FINANCE COMMITTEE CHAIR5.00Yes (X)Yes (X)$0$0$0
STEVE POLSTON
AUDIT COMMITTEE CHAIR5.00Yes (X)$0$0$0
JESSE DOVE
INVESTMENT COMMITTEE CHAIR5.00Yes (X)$0$0$0
FLEETWOOD S HASSELL
CAMPAIGN CABINET CHAIR5.00Yes (X)$0$0$0
DANIEL MOONEY
STATEGIC PLANNING CHAIR5.00Yes (X)$0$0$0
ELIZABETH ROGERS
MARKETING AND COMMUNICATIONS CHAIR5.00Yes (X)$0$0$0
STACY CANNON
WOMEN UNITED CHAIR5.00Yes (X)$0$0$0
RENEE LINYARD
YOUNG PHILANTHROPISTS CHAIR5.00Yes (X)$0$0$0
VANESSA TURNER MAYBANK
AFRICAN AMERICAN LEADERSHIP CHAIR5.00Yes (X)$0$0$0
CAPTAIN THOMAS BAILEY
DIRECTOR2.00Yes (X)$0$0$0
WENDY BREWER
DIRECTOR2.00Yes (X)$0$0$0
ERVETTE BROADNAX
DIRECTOR2.00Yes (X)$0$0$0
FRANK BULLARD
DIRECTOR2.00Yes (X)$0$0$0
LONNIE CARTER
DIRECTOR2.00Yes (X)$0$0$0
PATRICK CAWLEY MD
DIRECTOR2.00Yes (X)$0$0$0
SARA DEWOLF
DIRECTOR2.00Yes (X)$0$0$0
TIMOTHY GROW
DIRECTOR2.00Yes (X)$0$0$0
CAROLYN HUNTER
DIRECTOR2.00Yes (X)$0$0$0
FRANCIS JOHNSON
DIRECTOR2.00Yes (X)$0$0$0
JASMINE KANG
DIRECTOR2.00Yes (X)$0$0$0
BILL KESSINGER
DIRECTOR2.00Yes (X)$0$0$0
ADOLPH LANZA
DIRECTOR2.00Yes (X)$0$0$0
JANINE MCMANUS
DIRECTOR2.00Yes (X)$0$0$0
BARBARA MELVIN
DIRECTOR2.00Yes (X)$0$0$0
KAREN NELSON
DIRECTOR2.00Yes (X)$0$0$0
KRISTEN OLSEN
DIRECTOR2.00Yes (X)$0$0$0
MARCELA RABENS
DIRECTOR2.00Yes (X)$0$0$0
TIMOTHY SEASE
DIRECTOR2.00Yes (X)$0$0$0
REEVES SKEEN
DIRECTOR2.00Yes (X)$0$0$0
STEVE SWANSON
DIRECTOR2.00Yes (X)$0$0$0
PETER TECKLENBURG
DIRECTOR2.00Yes (X)$0$0$0
MARY THORNLEY ED D
DIRECTOR2.00Yes (X)$0$0$0
WILLIAM TURNER III
DIRECTOR2.00Yes (X)$0$0$0
SCOTT WALSH
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL WILSON
DIRECTOR2.00Yes (X)$0$0$0
ANITA ZUCKER
DIRECTOR2.00Yes (X)$0$0$0
MERRIDITH CROWE
CHIEF OPERATING OFFICER45.00Yes (X)$147,783$0$20,057
CHRISTA DIVIS
CHIEF FINANCIAL OFFICER45.00Yes (X)$77,015$0$10,949
AMANDA LAWERANCE
VICE PRESIDENT COMMUNITY IMPACT45.00$102,525$0$14,433Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$554,281TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$134,728TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY ASOCIATION OF SCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 ARBOR LAKE DR STE 500BAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29223ZIPCd
FieldValueIRS element (for citing)
ServicesMEMBER SERVICESServicesDesc
Compensation$224,025CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$325,799GovernmentGrantsAmt
All Other Contributions$8,017,773AllOtherContributionsAmt
Noncash Contributions$149,196NoncashContributionsAmt
Total Contributions$8,343,572TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business519100BusinessCd
Total Revenue Column$33,133TotalRevenueColumnAmt
Related Or Exempt Func Income$33,133RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$33,133TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$289,463TotalRevenueColumnAmt
Exclusion$289,463ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$230,148RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$181,625RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$48,523RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,523TotalRevenueColumnAmt
Exclusion$48,523ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$519,841SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$519,841SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$519,841TotalRevenueColumnAmt
Related Or Exempt Func Income$519,841RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,234,532TotalRevenueColumnAmt
Related Or Exempt Func Income$552,974RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$337,986ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,284,195TotalAmt
Program Services$4,284,195ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$372,762TotalAmt
Program Services$208,823ProgramServicesAmt
Management And General$48,719ManagementAndGeneralAmt
Fundraising$115,220FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,682,770TotalAmt
Program Services$950,923ProgramServicesAmt
Management And General$207,035ManagementAndGeneralAmt
Fundraising$524,812FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$107,110TotalAmt
Program Services$59,982ProgramServicesAmt
Management And General$14,010ManagementAndGeneralAmt
Fundraising$33,118FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$695,428TotalAmt
Program Services$389,440ProgramServicesAmt
Management And General$90,962ManagementAndGeneralAmt
Fundraising$215,026FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$191,363TotalAmt
Program Services$107,163ProgramServicesAmt
Management And General$25,030ManagementAndGeneralAmt
Fundraising$59,170FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,478TotalAmt
Program Services$5,691ProgramServicesAmt
Management And General$921ManagementAndGeneralAmt
Fundraising$2,866FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,000TotalAmt
Program Services$19,009ProgramServicesAmt
Management And General$2,187ManagementAndGeneralAmt
Fundraising$6,804FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Program Services$12,000ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$60,133TotalAmt
Fundraising$60,133FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$83,988TotalAmt
Management And General$83,988ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$560,831TotalAmt
Program Services$459,975ProgramServicesAmt
Management And General$5,753ManagementAndGeneralAmt
Fundraising$95,103FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$109,744TotalAmt
Program Services$66,281ProgramServicesAmt
Fundraising$43,463FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$57,549TotalAmt
Program Services$29,421ProgramServicesAmt
Management And General$4,345ManagementAndGeneralAmt
Fundraising$23,783FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$134,772TotalAmt
Program Services$77,289ProgramServicesAmt
Management And General$21,330ManagementAndGeneralAmt
Fundraising$36,153FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$34,340TotalAmt
Program Services$15,793ProgramServicesAmt
Management And General$7,501ManagementAndGeneralAmt
Fundraising$11,046FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$116,287TotalAmt
Program Services$33,584ProgramServicesAmt
Management And General$44,482ManagementAndGeneralAmt
Fundraising$38,221FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$98,253TotalAmt
Program Services$56,564ProgramServicesAmt
Management And General$9,550ManagementAndGeneralAmt
Fundraising$32,139FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$89,872TotalAmt
Program Services$58,813ProgramServicesAmt
Management And General$6,685ManagementAndGeneralAmt
Fundraising$24,374FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,583TotalAmt
Program Services$8,606ProgramServicesAmt
Management And General$1,369ManagementAndGeneralAmt
Fundraising$4,608FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
POSTAGE & PRINTING$115,517$70,079$4,472$40,966
MEMBERSHIP DUES$64,168$20,932$29,835$13,401
BANK CHARGES$16,320$5,880$1,143$9,297
EQUIPMENT$5,229$4,330$899

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,443TotalAmt
Program Services-$30ProgramServicesAmt
Management And General$1,470ManagementAndGeneralAmt
Fundraising$1,003FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,947,135TotalAmt
Program Services$6,944,743ProgramServicesAmt
Management And General$611,686ManagementAndGeneralAmt
Fundraising$1,390,706FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,266,446BOYAmt
EOY$3,217,731EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$425,129BOYAmt
EOY$736,279EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,354,546BOYAmt
EOY$3,913,783EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$84,643BOYAmt
EOY$86,773EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$153,303BOYAmt
EOY$110,763EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,241,898LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,479,158LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,719,894BOYAmt
EOY$1,762,740EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,667,281BOYAmt
EOY$10,849,752EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,671,242BOYAmt
EOY$20,677,821EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,104,432BOYAmt
EOY$862,349EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,104,432BOYAmt
EOY$862,349EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,117,858BOYAmt
EOY$15,240,418EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,841,265BOYAmt
EOY$3,922,696EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$607,687BOYAmt
EOY$652,358EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,566,810BOYAmt
EOY$19,815,472EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,671,242BOYAmt
EOY$20,677,821EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$287,397ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$38,734NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,420,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,364,193CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,100,851CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,869,346CurrentTaxYearMinus1YearAmt
Current Tax Year$8,343,572CurrentTaxYearAmt
Total$49,098,400TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,420,438CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,364,193CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,100,851CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,869,346CurrentTaxYearMinus1YearAmt
Current Tax Year$8,343,572CurrentTaxYearAmt
Total$49,098,400TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,165,231SubstantialContributorsTotAmt
Public Support Total170$46,933,169PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$641,233CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$427,423CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$370,340CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$577,562CurrentTaxYearMinus1YearAmt
Current Tax Year$872,349CurrentTaxYearAmt
Total$2,888,907TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$72,065CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$79,098CurrentTaxYearMinus1YearAmt
Current Tax Year$33,133CurrentTaxYearAmt
Total$184,296TotalAmt
FieldValueIRS element (for citing)
Total Support$52,171,603TotalSupportAmt
Gross Receipts Rltd Activities$1,652,168GrossReceiptsRltdActivitiesAmt
Public Support CY1700.89960PublicSupportCY170Pct
Public Support PY1700.90950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$12,000PoliticalExpendituresAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,000FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,000FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$2,400FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$600FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationCONTRACTED WITH UNITED WAY ASSOCIATION OF SOUTH CAROLINA TO EDUCATE THE SOUTH CAROLINA LEGISLATIVE BODIES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,350,746BeginningYearBalanceAmt
Contributions$83,927ContributionsAmt
Investment Earnings Or Losses$431,989InvestmentEarningsOrLossesAmt
Other Expenditures-$45,811OtherExpendituresAmt
End Year Balance$5,820,851EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,777,285BeginningYearBalanceAmt
Contributions$220,836ContributionsAmt
Investment Earnings Or Losses$624,234InvestmentEarningsOrLossesAmt
Other Expenditures-$271,609OtherExpendituresAmt
End Year Balance$5,350,746EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,106,308BeginningYearBalanceAmt
Investment Earnings Or Losses-$68,340InvestmentEarningsOrLossesAmt
Other Expenditures-$260,683OtherExpendituresAmt
End Year Balance$4,777,285EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,921,621BeginningYearBalanceAmt
Investment Earnings Or Losses$215,859InvestmentEarningsOrLossesAmt
Other Expenditures-$31,172OtherExpendituresAmt
End Year Balance$5,106,308EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,205,784BeginningYearBalanceAmt
Investment Earnings Or Losses$746,987InvestmentEarningsOrLossesAmt
Other Expenditures-$31,150OtherExpendituresAmt
End Year Balance$4,921,621EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.88590BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.11210PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00200TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$490,000OtherCostOrOtherBasisAmt
Book Value$490,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,174,808OtherCostOrOtherBasisAmt
Depreciation$587,035DepreciationAmt
Book Value$587,773BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,310,383OtherCostOrOtherBasisAmt
Depreciation$654,033DepreciationAmt
Book Value$656,350BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$266,707OtherCostOrOtherBasisAmt
Depreciation$238,090DepreciationAmt
Book Value$28,617BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,762,740TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,108,262TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$38,734NetUnrealizedGainsInvstAmt
Other Revenue$181,625OtherRevenueAmt
Revenue Not Reported$142,891RevenueNotReportedAmt
Revenue Subtotal$7,965,371RevenueSubtotalAmt
Investment Expenses Not Incld$83,988InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,185,173OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,269,161RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,234,532TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,859,599TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$181,625OtherExpensesIncludedAmt
Expenses Not Reported$181,625ExpensesNotReportedAmt
Expenses Subtotal$7,677,974ExpensesSubtotalAmt
Investment Expenses Not Incld2$83,988InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,185,174OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,269,162ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,947,136TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 FUNDS REPRESENTED IN THIS INVESTMENT POLICY STATEMENT ARE FOR THE TRIDENT UNITED WAY ENDOWMENT FUND. THIS FUND PLACES THE HIGHEST EMPHASIS ON PROVIDING ANNUAL CASH INFUSIONS TO OPERATIONS TO HELP SUPPLEMENT OPERATING EXPENSES. THEREFORE ONE-THIRD (1/3) OF THE FUND SHOULD BE AVAILABLE AND FREE FROM EXCESSIVE MARKET RISK IMMEDIATELY AFTER A CRISIS.
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 181,625.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED FUNDS 1,185,173.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COMMERCIAL RENTAL EXPENSES 181,625.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED FUNDS 1,185,174.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1OFFICE TEAMBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line112400 COLLECTIONS CENTER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60693ZIPCd
FieldValueIRS element (for citing)
ActivityCAMPAIGN SPECIALISTSActivityTxt
Fundraiser Control Of FundsYes (1)FundraiserControlOfFundsInd
Gross Receipts$515,000GrossReceiptsAmt
Retained By Contractor$60,133RetainedByContractorAmt
Net To Organization$454,867NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$515,000TotalGrossReceiptsAmt
Total Retained By Contractors$60,133TotalRetainedByContractorsAmt
Total Net To Organization$454,867TotalNetToOrganizationAmt
Licensed StatesSCLicensedStatesCd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (62 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
CAROLINA LOWCOUNTRY CHAPTER OF THE AMERICAN RED CROSS
2424 CITY HALL LANE SUITE ANORTH CHARLESTONSC294066538530196605501(C)(3)$5,718GRANTEE
ADDLESTONE HEBREW ACADEMY
1639 WALLENBURG BLVDCHARLESTONSC29407570409223501(C)(3)$5,925GRANTEE
AMERICAN CANCER SOCIETY INC
250 WILLIAMS STREET NWATLANTANY30303131788491501(C)(3)$30,006GRANTEE
AMERICAN NATIONAL RED CROSS
431 18TH STREET NWWASHINGTONDC20006530196605501(C)(3)$13,785GRANTEE
AMERICAN HEART ASSOCIATION INC (VA)
4217 PARK PLACE COURTGLEN ALLENVA230603315135613797501(C)(3)$24,200GRANTEE
ANIMAL CHARITIES OF AMERICA
1100 LARKSPUR LANDING CIRCLE SUITELARKSPURCA94939943193389501(C)(3)$16,812GRANTEE340
BERKELEY CMHC
2414 BULL STREETCOLUMBIASC29201GOVT$45,000GRANTEE
BERKELEY SENIORS
103 GULLEDGE STREETMONCKS CORNERSC29461571034485501(C)(3)$66,214GRANTEE
CALVARY CHAPEL OF BOISE INC
123 AUTO DRIVEBOISEID83709820373010CHURCH$9,600GRANTEE
CANCERCURE OF AMERICA
1100 LARKSPUR LANDING CIRCLE SUITELARKSPURCA94939501(C)(3)$7,555GRANTEE340
CATHOLIC SERVICE ORGANIZATIONS OF AMERICA
1100 LARKSPUR LANDING CIRCLE SUITELARKSPURCA94939451679647501(C)(3)$15,161GRANTEE340
CHANGED LIVES MINISTRY
470 REID HILL ROADMONCKS CORNERSC29461582457711501(C)(3)$8,411GRANTEE
CHARLESTON ANIMAL SOCIETY
2455 REMOUNT RDNORTH CHARLESTONSC29406576021863501(C)(3)$31,319GRANTEE
CHARLESTON BAPTIST CHURCH
13 SAN MIGUEL RDCHARLESTONSC29414251253194CHURCH$21,050GRANTEE
CHARLESTON COUNTY SCHOOL DISTRICT - AE
3999 BRIDGE VIEW DRIVENORTH CHARLESTONSC29405576000322GOVT$114,900GRANTEE
CHARLESTON DORCHESTER COMMUNITY MENTAL HEALTH CTR
2100 CHARLIE HALL BLVDCHARLESTONSC29414576000922GOVT$165,000GRANTEE
CHARLESTON ORPHAN HOUSE INC
5055 LACKAWANNA BLVDNORTH CHARLESTONSC29406570669877501(C)(3)$71,656GRANTEE
CHARLESTON PROMISE NEIGHBORHOOD
1819 MEETING STREET RD STE BCHARLESTONSC29405800597710501(C)(3)$116,158GRANTEE
CHILDREN IN CRISIS OF DORCHESTER COUNTY INC DBA DORCHESTER CHILDREN'S CEN
303 E RICHARDSON STSUMMERVILLESC29483571078099501(C)(3)$113,450GRANTEE
CHRIST EPISCOPAL CHURCH
2304 HIGHWAY 17MOUNT PLEASANTSC29466221500487CHURCH$22,400GRANTEE
CHRISTIAN SERVICE CHARITIES
PO BOX 79704BALTIMOREMD212799704943193374501(C)(3)$14,675GRANTEE
CLEMSON UNIVERSITY FOUNDATION
PO BOX 1889CLEMSONSC29633570426335501(C)(3)$9,693GRANTEE
COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC
1090 E MONTAGUE AVECHARLESTONSC29403570915384501(C)(3)$119,074GRANTEE
COMMUNITY HEALTH CHARITIES
1240 NORTH PITT ST SUITE 300ALEXANDRIAVA22314136167225501(C)(3)$47,015GRANTEE
DEE NORTON LOWCOUNTRY CHILDREN'S CENTER
1061 KING STREETCHARLESTONSC29403570905724501(C)(3)$148,521GRANTEE
DORCHESTER SENIORS INC
312 N LAUREL STREETSUMMERVILLESC29483570703785501(C)(3)$75,479GRANTEE
EAST COOPER BAPTIST CHURCH
361 EGYPT ROADMT PLEASANTSC29464570697258CHURCH$11,646GRANTEE
EAST COOPER COMMUNITY OUTREACH
1145 SIX MILE ROADMT PLEASANTSC29464570939280501(C)(3)$68,812GRANTEE
FAMILY SERVICES INC DBA ORIGIN SC
4925 LACROSS ROAD SUITE 215NORTH CHARLESTONSC294066513570324920501(C)(3)$138,462GRANTEE
FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA
19 SAINT MARGARET STREETCHARLESTONSC29403570342030501(C)(3)$125,321GRANTEE
GLOBAL IMPACT
PO BOX 409616ATLANTAGA303849616521273585501(C)(3)$9,539GRANTEE
HABITAT FOR HUMANITY OF BERKELEY COUNTY
1 BELKNAP ROADGOOSE CREEKSC294453441570907019501(C)(3)$24,079GRANTEE
HEALTH AND MEDICAL RESEARCH CHARITIES
1100 LARKSPUR LANDING CIRCLE SUITELARKSPURCA94939943217739501(C)(3)$17,153GRANTEE340
HELPING HANDS OF GOOSE CREEK
PO BOX 992GOOSE CREEKSC294450992570891298501(C)(3)$47,700GRANTEE
LIFE COVENANT CHURCH
4200 E 2ND STEDMONDOK73034731486708CHURCH$13,000GRANTEE
LOWCOUNTRY FOOD BANK INC
2864 AZALEA DRCHARLESTONSC29405570751835501(C)(3)$497,937GRANTEE
LUTHERAN SOCIAL SERVICES OF THE GREATER CHARLESTON AREA DBA TRICOUNTY FAMIL
3349 RIVERS AVENUENORTH CHARLESTONSC29405570794782501(C)(3)$132,389GRANTEE
MARCH OF DIMES DONATION PROCESSING CENTER
1064 GARDNER ROAD 116CHARLESTONSC29407131846366501(C)(3)$16,033GRANTEE
MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION
18 BEE ST MSC 450CHARLESTONSC29425576028985501(C)(3)$12,096GRANTEE
METANOIA COMMUNITY DEVELOPMENT CORP
2005 REYNOLDS AVENUENORTH CHARLESTONSC29405200310400501(C)(3)$121,427GRANTEE
MILITARY FAMILY & VETERANS SERVICE ORGANIZATIONS OF AMERICA
1100 LARKSPUR LANDING CIRCLE SUITELARKSPURCA94939943193418501(C)(3)$19,348GRANTEE340
MILITARY SUPPORT GROUPS OF AMERICA
1100 LARKSPUR LANDING CIRCLE SUITELARKSPURCA94939272242752501(C)(3)$7,495GRANTEE340
READING PARTNERS - CHARLESTON SC
6296 RIVERS AVENUE SUITE 305NORTH CHARLESTONSC29406770568469501(C)(3)$63,398GRANTEE
MY SISTER'S HOUSE INC
PO BOX 71171NORTH CHARLESTONSC294151171570730861501(C)(3)$13,001GRANTEE
ONE-EIGHTY PLACE
35 WALNUT STREETCHARLESTONSC29403570789483501(C)(3)$164,069GRANTEE
OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES INC
PO BOX 607JOHNS ISLANDSC29457570905488501(C)(3)$42,251GRANTEE
PALMETTO WARRIOR CONNECTION
2150 EAGLE DR BUILDING 100NORTH CHARLESTONSC29406570632511501(C)(3)$13,380GRANTEE
RONALD MCDONALD HOUSE CHARITIES OF CHARLESTON SOUTH CAROLINA
81 GADSDEN STREETCHARLESTONSC29401570724845501(C)(3)$7,727GRANTEE
ROPER ST FRANCIS FOUNDATION
316 CALHOUN STREETCHARLESTONSC29403571068509501(C)(3)$150,421GRANTEE
SC THRIVE
107 SALUDA POINTE DRLEXINGTONSC29072901011409501(C)(3)$50,870GRANTEE
SEACOAST CHRISTIAN COMMUNITY CHURCH INC
750 LONG POINT ROADMOUNT PLEASANTSC294648217571045195501(C)(3)$42,111GRANTEE
TRI-COUNTY CRADLE TO CAREER COLLABORATIVE
6296 RIVERS AVENUENORTH CHARLESTONSC29406462902337501(C)(3)$9,925GRANTEE
WATER MISSIONS INTERNATIONAL
25 COLUMBIA HEIGHTSBROOKLYNNY112011300571116978501(C)(3)$12,549GRANTEE
WINGS FOR KIDS INC
2097 MOUNT PLEASANT STREETCHARLESTONSC29403570807424501(C)(3)$167,785GRANTEE
BERKELEY COUNTY SCHOOL DISTRICT
PO BOX 608MONCKS CORNERSC29461GOVT$115,480GRANTEE
BOY SCOUTS OF AMERICA - COASTAL CAROLINA
9297 MEDICAL PLAZA DRIVE SUITE CNORTH CHARLESTONSC29406570327870501(C)(3)$5,886GRANTEE
CHARLESTON AREA SENIOR CITIZENS SERVICES INC
259 MEETING STREETCHARLESTONSC29401576030048501(C)(3)$8,025GRANTEE
DORCHESTER SCHOOL DISTRICT 4
500 RIDGE STREETST GEORGESC29477GOVT$115,000GRANTEE
FURMAN UNIVERSITY
3300 POINSETT HWYGREENVILLESC29613570314395501(C)(3)$5,725GRANTEE
PALMETTO COMMUNITY CARE (FNA LOWCOUNTRY AIDS NETWORK)
3547 MEETING STREET ROADNORTH CHARLESTONSC29405570905550501(C)(3)$66,567GRANTEE
UNITED WAY OF GREATER HOUSTON
PO BOX 14998GREENSBORONC274154998560668555501(C)(3)$29,114GRANTEE
UNITED WAY OF THE MIDLANDS
1818 BLANDING STREETCOLUMBIASC29201570405847501(C)(3)$8,707GRANTEE
FieldValueIRS element (for citing)
Total501c3 Org52Total501c3OrgCnt
Total Other Org10TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationA PORTION OF THE GRANTED FUNDS ARE A RESULT OF DIRECT DESIGNATIONS BY DONORS. IN THE CURRENT REPORTING YEAR THIS AMOUNT IS $1,185,173. A PORTION OF THE GRANTED FUNDS ARE A RESULT OF A FUNDING PROCESS THROUGH THE COMMUNITY INVESTMENT COMMITTEE. THE COMMUNITY INVESTMENT 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 $3,100,122.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER KERRIGANPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$178,600BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$40,723BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$7,635OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$62,043DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$27,246NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$316,247TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution16ContributionCnt
Noncash Contributions Rpt F990$149,196NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2HUGH LANE JR. AND FLEETWOOD HASSELL ARE BOTH KEY EMPLOYEES WITH THE BANK OF SOUTH CAROLINA.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE WILL REVIEW THE FORM 990 AND RECOMMEND ITS APPROVAL TO THE FULL BOARD OF DIRECTORS. A COMPLETE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY REQUIRES THE BOARD OF DIRECTORS TO FILL OUT 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 15ATHE BOARD OF DIRECTORS EXECUTIVE COMMITTEE REVIEWED THE CEO COMPENSATION AGAINST AN INDEPENDENT CONSULTANT ANALYSIS IN 2017. THE EXECUTIVE COMMITTEE APPROVES ALL CEO COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THREE YEARS OF AUDITED FINANICAL STATMENTS AND FORM 990 ARE AVAILABLE ON THE TUW.ORG WEBSITE. OTHER GOVERNING DOCUMENTS, FORM 1023, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.

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