TRIDENT UNITED WAY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TRIDENT UNITED WAY INC (EIN 57-0314378)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-25
- IRS object ID
- 201632999349300233
- Schema version
- 2015v2.1
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-25T15:31:32-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271780668 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUBBARD DAVIS CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 LAKE HUNTER CIRCLE STE 207 | AddressLine1Txt |
| City | MOUNT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | 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 | CHRISTA DIVIS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8437409000 | PhoneNum |
| Signature | 2016-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL HUBBARD | PreparerPersonNm |
| PTIN | P00412970 | PTIN |
| Phone | 8438813315 | PhoneNum |
| Preparation | 2016-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTA DIVIS | 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 | $10,697,892 | 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 | TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUCATION, FINANCIAL STABILITY AND HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 107 | TotalEmployeeCnt |
| Total Volunteers | 6532 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,364,193 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,100,851 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $69,850 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $602,854 | PYInvestmentIncomeAmt |
| CY Investment Income | $370,340 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,652 | PYOtherRevenueAmt |
| CY Other Revenue | $4,104 | CYOtherRevenueAmt |
| PY Total Revenue | $11,079,549 | PYTotalRevenueAmt |
| CY Total Revenue | $10,475,295 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,348,380 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,906,286 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,278,044 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,101,763 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $60,038 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $62,734 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,490,068 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,766,635 | PYOtherExpensesAmt |
| CY Other Expenses | $1,761,251 | CYOtherExpensesAmt |
| PY Total Expenses | $10,453,097 | PYTotalExpensesAmt |
| CY Total Expenses | $10,832,034 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $626,452 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$356,739 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,303,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,801,511 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $945,730 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $949,975 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,357,388 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,851,536 | 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 EDUATION, FINANCIAL STABILITY AND HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,452,337 | ExpenseAmt |
| Grant | $2,039,674 | GrantAmt |
| Desc | EDUCATIONTRIDENT UNITED WAY (TUW) SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO PROMOTE EARLY READINESS AND INTERVENTION AND ELIMINATE ACADEMIC PERFORMANCE GAPS BETWEEN THE HIGHEST AND LOWEST PERFORMING STUDENTS IN ENGLISH LANGUAGE ARTS AND MATHEMATICS. TO HELP REACH OUR EDUCATION GOAL, TUW LEADS SEVERAL EFFORTS. THE FIRST 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. SECONDLY, TUW IS WORKING COLLABORATIVELY WITH MULTIPLE SCHOOL A DISTRICT AND COMMUNITY PARTNERS TO LAUNCH A READING BY THIRD LITERACY INITIATIVE, A NEW AND INNOVATIVE LITERACY INVESTMENT FUND WITH THE GOAL OF(CONTINUED ON SCHEDULE O) HELPING CHILDREN ACHIEVE THE BENCHMARK OF READING AT GRADE-LEVEL BY THIRD GRADE AND SCALING EFFECTIVE PRACTICES. KINDERGARTEN READINESS: TUW IS TAKING THE LEAD ROLE AS THE CATALYST FOR CHANGE IN EDUCATION AS THE NETWORK CONVENER FOR THE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE KINDERGARTEN READINESS NETWORK. AS THE LEADER IN THIS AREA, TUW IS GALVANIZING PARTNERS WORKING IN AREAS FOR CHILDREN AND FAMILIES FROM 0-5, ALONG WITH OTHER COMMUNITY PARTNERS, TO BUILD THE INFRASTRUCTURE NECESSARY TO SUPPORT HUNDREDS OF EARLY LEARNING ORGANIZATIONS, PROVIDERS, BUSINESSES, GOVERNMENTS, AND COMMUNITY VOLUNTEERS IN HELPING CHILDREN ENTERING SCHOOL READY TO LEARN. THIS EFFORT HAS ESTABLISHED A COMMON AGENDA WITH SHARED GOALS AND PROMISING SOLUTIONS. AS SUCH, THE 150 PERSON KINDERGARTEN READINESS NETWORK APPROVED DEVELOPMENT OF A COORDINATED LIST OF ALL PRE-NATAL TO AGE 5 DIRECT SERVICES IN THE TRI-COUNTY AREA. IN ADDITION, THE RESOURCE HUB WILL PROVIDE A PHYSICAL SITE FOR PARENTS, COMMUNITY-BASED ORGANIZATIONS, AND PRACTITIONERS TO RECEIVE KINDERGARTEN READINESS TRAININGS, SCREENINGS, AND ONE-ON-ONE CHILD CARE AND CHILDHOOD DEVELOPMENT REFERRALS. LINKS 2.0:FOLLOWING THE RELEASE OF FINDINGS FROM THE COMPREHENSIVE LINKS TO SUCCESS EVALUATION, THE TRIDENT UNITED WAY BOARD OF DIRECTORS APPROVED THREE-YEAR FUNDING TO SUPPORT ESSENTIAL SERVICES, WEEKEND FEEDING, MENTAL HEALTH AND FINANCIAL STABILITY TO PARENTS. THE GOAL IS TO HELP PRINCIPALS AND PARTNERS PROVIDING SERVICE TO BUILD STRUCTURED RELATIONSHIPS THAT ALLOW THEM TO MAKE PROVISIONS TO CONTINUE SERVICES AFTER TUW FUNDING ENDS IN 2019. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,416,815 | ExpenseAmt |
| Grant | $1,626,867 | GrantAmt |
| Desc | FINANCIAL STABILITYIN 2010, THE CHAIRS OF INCOME AND SAFETYNET BEGAN TO WORK TOGETHER TO BETTER SUPPORT THE FRAMEWORK OF FINANCIAL STABILITY. THE INTEGRATION OF THESE TWO IMPACT AREAS INTO ONE RESULTED IN A MODEL OF CHANGE, 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. SEVERAL COALITIONS WORK TO SUPPORT THESE EFFORTS. THE SAFETY NET ASSISTANCE NETWORK (SNAN) IS COMPOSED OF PROGRAM STAFF OF OVER 200 AGENCIES, CHURCHES AND FAITH BASED ORGANIZATIONS THAT PROVIDE BASIC NEEDS AND FINANCIAL STABILITY SERVICES. THEIR GOAL IS TO PROVIDE EASY ACCESS TO EDUCATION CLASSES TO PREVENT A (CONTINUED ON SCHEDULE O) PATTERN OF DEPENDENCE ON ASSISTANCE. THE BERKELEY AND DORCHESTER ROUND TABLES ARE A COALITION OF ORGANIZATIONS THAT FOCUS ON COUNTY-SPECIFIC ISSUES AND ALSO OVERLAP WITH THE SNAN.INITIATIVES THAT HELP 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. ADDITIONALLY, INTEGRATED INITIATIVES, SUCH AS LINKS TO SUCCESS 2.0, SUPPORT THE GLOBAL GOALS OF THE FINANCIAL STABILITY IMPACT COUNCIL. AMERICORPS FINANCIAL STABILITY PROJECT: THE FINANCIAL STABILITY PROJECT (FSP) USES THE FINANCIAL STABILITY MODEL OF CHANGE IN HUBS, WHICH INCLUDE TRIDENT UNITED WAY LINKS TO SUCCESS 2.0 SITES (SCHOOLS), PARTNER AGENCIES WITHIN THE COMMUNITY THAT OFFER FINANCIAL STABILITY SERVICES, AND THE PROSPERITY CENTERS. AMERICORPS MEMBERS SERVE AS FAMILY NAVIGATORS IN HUB FACILITIES AND HELP INDIVIDUALS AND FAMILIES GAIN ACCESS TO RESOURCES THAT MITIGATE FINANCIAL OR FAMILY CRISIS AND SUPPORT STABILITY. NAVIGATORS HELP IDENTIFY INDIVIDUALS WHO CAN PARTICIPATE IN FINANCIAL EDUCATION COURSES OFFERED IN THEIR HUBS. THEY ALSO ASSIST INDIVIDUALS WITH IDENTIFYING RESOURCES NECESSARY TO HELP THEM BECOME FINANCIALLY STABLE, SUCH AS EMERGENCY ASSISTANCE, ACCESS TO BENEFITS AND EDUCATIONAL/EMPLOYMENT PREPARATION OPPORTUNITIES. FINALLY, MEMBERS HELP EDUCATE THE GREATER COMMUNITY ABOUT POVERTY BY CONDUCTING POVERTY SIMULATIONS AND VOLUNTEERING THEIR TIME AT EVENTS AND IN COMMUNITY-BASED ORGANIZATIONS THAT SUPPORT FINANCIAL STABILITY.BERKELEY AND DORCHESTER PROSPERITY CENTERS: THE PROSPERITY CENTERS MODEL IS A COLLABORATIVE, COST-SHARING PARTNERSHIP THAT PROVIDES MULTIPLE SERVICES SEAMLESSLY IN TWO, ONE-STOP SHOPS IN BERKELEY AND DORCHESTER COUNTIES. TRIDENT UNITED WAY MANAGES THE COMMON OPERATIONAL SYSTEM; CORE PARTNER, PALMETTO GOODWILL FOCUSES ON EMPLOYMENT AND WORKFORCE ACTIVITIES; AND FAMILY SERVICES (DBA ORIGINSC) PROVIDES COMPREHENSIVE FINANCIAL LITERACY INSTRUCTION AND HOMEOWNERSHIP SERVICES. OTHER WRAP-AROUND SERVICE PARTNERS PROVIDE ADDITIONAL FINANCIAL STABILITY AND SKILLS-BUILDING SERVICES THAT HELP FAMILIES BECOME FINANCIALLY STABLE. THIS MODEL NOT ONLY ENSURES SUSTAINED, COST SAVING OPERATIONS OVER TIME BUT ALSO LEVERAGES ESTABLISHED RELATIONSHIPS OF ALL COLLABORATIVE PARTNERS TO ALLOW FOR EXPANDED SERVICES FOR YEARS TO COME. CENTERS USE COMMON TRACKING TOOLS, CHARITYTRACKER AND EFFORTS TO OUTCOMES (BOTH PROVIDED BY TRIDENT UNITED WAY), TO ENSURE THAT CLIENT-LEVEL DATA IS TRACKED WITH HIGH FIDELITY AND CAN BE USED TO INFORM DECISION MAKING AND QUALITY IMPROVEMENT. THROUGH THE CENTERS, THOUSANDS OF CLIENTS ARE HELPED EACH YEAR TO ADDRESS BASIC NEEDS, INCREASE BASIC SKILLS, INCREASE INCOME AND SAVINGS AND ULTIMATELY, GAIN AND SUSTAIN ASSETS. EMERGENCY FOOD AND SHELTER PROGRAM: FUNDING FOR THE EMERGENCY FOOD AND SHELTER PROGRAM (EFSP) IS BASED ON THE UNEMPLOYMENT RATE FOR THE LAST TWELVE MONTHS IN EACH COUNTY AND IS AWARDED ANNUALLY. THIS FUNDING IS TO BE USED FOR BASIC NEEDS IN SPECIFIC AREAS OF SERVICE. FUNDING PRIORITIES SET BY THE LOCAL BOARD ARE FOOD, UTILITY ASSISTANCE, MASS FEEDING AND MASS SHELTER AND RENT/MORTGAGE ASSISTANCE.CHARITYTRACKER: CHARITYTRACKER IS A WEB-BASED TRACKING TOOL TUW PROVIDES FREE OF CHARGE TO THE TRI-COUNTY COMMUNITY. IT IS USED BY TUW FUNDED PARTNERS, COMMUNITY AGENCIES AND FAITH BASED ORGANIZATIONS TO TRACK AND SHARE CLIENT SERVICE INFORMATION, SUCH AS PARTICIPATION IN GED, WORK KEYS CERTIFICATION, FINANCIAL LITERACY CLASSES, BUDGETING, ETC. THE TOOL PROVIDES ACCOUNTABILITY FOR THOSE BEING SERVED, AS WELL AS, AGENCIES AND PARTNERS WORKING COLLECTIVELY TO MOVE INDIVIDUALS INTO FINANCIAL STABILITY. A BULLETIN FEATURE ALLOWS PARTNERS TO POST SERVICES PROVIDED, SUCH AS CLASSES AND EVENTS, AND ALERTS ALLOW PARTNERS TO POST HIGH NEEDS SO THAT BOTH TRADITIONAL AND NON-TRADITIONAL RESOURCES CAN BE DISTRIBUTED QUICKLY AND EFFICIENTLY TO PEOPLE IN NEED. THE BENEFIT BANK OF SOUTH CAROLINA, A PROGRAM OF SC THRIVE: THE BENEFIT BANK (TBB) IS A FREE, WEB-BASED, COUNSELOR-ASSISTED PROGRAM THAT SIMPLIFIES AND CENTRALIZES THE PROCESS OF APPLYING FOR MANY STATE AND FEDERAL BENEFITS FOR LOW- AND MODERATE INCOME INDIVIDUALS AND FAMILIES. TRIDENT UNITED WAY ADMINISTERS THE BENEFIT BANK IN OVER SEVENTY SITES IN PARTNERSHIP WITH SC THRIVE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES. TUW'S COORDINATED EFFORT TO ENGAGE ALL OF ITS FINANCIAL STABILITY PARTNERS TO USE THIS "ONE-STOP-SHOP" HAS REDUCED THE AMOUNT OF TIME NEEDED TO APPLY FOR BENEFITS AND MITIGATED ISSUES ASSOCIATED WITH MAINTAINING BENEFITS AND TRANSPORTATION BY REDUCING CLIENT VISITS TO MULTIPLE LOCATIONS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $881,295 | ExpenseAmt |
| Grant | $3,600 | GrantAmt |
| Desc | COMMUNITY IMPACT COMMUNITY 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 LED BY TUW IS SUPPORTED THROUGH HUNDREDS OF WORKPLACE GIVING CAMPAIGNS, INDIVIDUAL GIVING, CORPORATE AND FOUNDATION GRANTS, FEDERAL AND STATE GRANTS, AND FEES FOR SERVICES. STRATEGIC LEARNING AND EVALUATION: IN 2015, TUW CREATED A STRATEGIC LEARNING AND EVALUATION SYSTEM. THE SLES IS A (CONTINUED ON SCHEDULE O) FORWARD-LOOKING, LEARNING-ORIENTED AND ADAPTABLE SYSTEM FOR DATA MANAGEMENT, ANALYSIS, REPORTING AND DECISION SUPPORT INTENDED TO PROVIDE ACCURATE, TIMELY, AND RELIABLE DATA AND INFORMATION TO INFORM PROGRAM MANAGEMENT, EVALUATION, PLANNING AND ACCOUNTABILITY. TRIDENT UNITED WAY IS COMMITTED TO BEING A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT, IN EDUCATION, FINANCIAL STABILITY AND HEALTH. FOR THIS REASON, A LEARNING AND EVALUATION DEPARTMENT WAS CREATED TO MANAGE THIS WORK.SOCIAL SOLUTIONS-EFFORTS TO OUTCOMES (ETO): ETO IS A WEB-BASED LONGITUDINAL TRACKING TOOL USED BY TUW IN THE AREAS OF EDUCATION AND FINANCIAL STABILITY. IN THE PROSPERITY CENTERS THIS MEANS BRIDGING THE GAP BETWEEN SERVICES, PROGRAMS AND ORGANIZATIONS WORKING TO HELP FAMILIES BECOME FINANCIALLY STABLE THROUGH COLLABORATION AND DATA SHARING. IN EDUCATION, THE TOOL IS USED TO TRACK THE PROGRESS OF STUDENTS ACADEMICALLY AND SOCIAL-EMOTIONALLY TO UNDERSTAND IF THE SERVICES THEY ARE RECEIVING ARE MAKING POSITIVE IMPACTS IN THESE AREAS OVER TIME. ETO HAS DRAMATICALLY IMPROVED EFFICIENCY ACROSS MULTIPLE ORGANIZATIONS AND HELPED TUW TO ADJUST TO SERVICE MODELS, IDENTIFY AND REPLICATE BEST PRACTICES, AND REPORT SUCCESSES. IT ALSO HELPS THE ORGANIZATION SHARE DATA WITH MULTIPLE PARTNERS, AS WELL AS DEMONSTRATE IMPACT TO FUNDERS AND DONORS.PARTNER AGENCY INVESTMENTS: THE LAST YEAR OF THE 2012-2015 INVESTMENT PROCESS FOCUSED ON SUPPORTING AND PREPARING TUW-FUNDED HUMAN SERVICES ORGANIZATIONS FOR THE START OF THE 2016-2019 INVESTMENT CYCLE. TRIDENT UNITED WAY INVESTED APPROXIMATELY $9 MILLION IN MISSION-RELATED SERVICES IN 2015-2016. THE ORGANIZATION ALSO PROCESS APPROXIMATELY $2 MILLION IN PASS-THROUGH GIFTS DESIGNATED BY DONORS TO OTHER ORGANIZATIONS, WHICH ARE NOT VETTED THROUGH THE COMMUNITY INVESTMENT PROCESS. THE INVESTMENT PROCESSES ARE BOTH OPEN AND COMPETITIVE AND CLOSED AND ARE GUIDED BY OVER A HUNDRED VOLUNTEERS, WHO DECIDE WHICH STRATEGIC INVESTMENTS ARE MOST LIKELY TO RESULT IN MEASURABLE CHANGE IN THE FOCUS AREAS OF EDUCATION, FINANCIAL STABILITY AND HEALTH. THE INVESTMENT PROCESSES ARE UNDERPINNED BY THREE PRINCIPLES THAT GUIDE ALL INVESTMENTS: FISCAL RESPONSIBILITY, MEASURABLE RESULTS AND ALIGNMENT. VOLUNTEERS ARE TRAINED BY STAFF TO INVEST COMMUNITY DOLLARS IN PROGRAMS THAT MEASURABLY IMPROVE LIVES AND ALIGN WITH TUW PRIORITIES.BELOW ARE THE THREE CENTRAL COMMUNITY INVESTMENTS THAT ARE PART OF THE TOTAL INVESTMENT PORTFOLIO DEVELOPED IN 2015: COLLECTIVE IMPACT INVESTMENTS (BY INVITATION ONLY, BEGINNING IN 2016-2017): TO PREPARE TUW AND SELECT KINDERGARTNER READINESS NETWORK PARTNERS TO EXECUTE CATALYTIC COLLECTIVE IMPACT PROJECTS, PROVIDE COLLECTIVE IMPACT TRAINING AND LEARNING OPPORTUNITIES, AFFECT COMMUNITY-LEVEL CHANGE BY INVESTING IN CATALYTIC, COLLECTIVE IMPACT PROJECTS IN TUW'S AREAS OF FOCUS, WITH AN INITIAL FOCUS AREA OF KINDERGARTEN READINESS EDUCATION, FINANCIAL STABILITY AND HEALTH PROGRAM INVESTMENT (OPEN & COMPETITIVE): TO SUPPORT AND DEMONSTRATE MEASURABLE CHANGE IN EDUCATION, FINANCIAL STABILITY AND HEALTH THAT CONTRIBUTE TO BOLD COMMUNITY GOALS AND ASSIST PARTNERS IN BUILDING CAPACITY AND SUSTAINABILITY TO SUPPORT TRANSITION TO FUTURE COLLECTIVE IMPACT FUNDING COMMUNITY ENGAGEMENT INVESTMENT (OPEN & COMPETITIVE, BEGINNING IN 2016-2017) TO ASSIST PARTNERS TO EMBRACE ENGAGEMENT BEST PRACTICES IN TUW AREAS OF FOCUS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,290,276 | ExpenseAmt |
| Grant | $2,236,145 | GrantAmt |
| Desc | CONNECTING THE COMMUNITYCONNECTING THE COMMUNITY INCLUDES THE STRATEGIC VOLUNTEER ENGAGEMENT AND COMMUNICATION WORK OF TRIDENT UNITED WAY. STRATEGIC VOLUNTEER ENGAGEMENT: THE STRATEGIC VOLUNTEER ENGAGEMENT IMPACT AREA WAS CREATED IN 2015 IN RESPONSE TO DATA COLLECTED FROM A SERIES OF ASSESSMENTS TO DETERMINE THE VALUE FOR TUW VOLUNTEER INITIATIVES, SUCH AS DAY OF CARING, AND ADDITIONAL NEEDS OF THE COMMUNITY RELATED TO VOLUNTEER ENGAGEMENT. THE RESULT WAS A STRUCTURE THAT WILL SUPPORT BOTH INTERNAL AND EXTERNAL VOLUNTEER ENGAGEMENT AND BUILD AND INTERNAL INFRASTRUCTURE TO PROVIDE SUPPORTIVE VOLUNTEER MATCHING BETWEEN TUW FUNDED PARTNERS AND CORPORATE PARTNERS; CREATE A PIPELINE OF VOLUNTEERS FOR TUW IN ALL LEVELS OF ENGAGEMENT; AND SUPPORT THE STRATEGIC GROWTH OF DAY OF CARING. TUW PROMOTES A CULTURE OF VOLUNTEERISM BY ENGAGING ITS CORPORATE PARTNERS AND INDIVIDUAL VOLUNTEERS THROUGH VALUABLE TUW SERVICE OPPORTUNITIES. TUW UTILIZES VOLUNTEERS AS THOUGHT LEADERS ON COMMITTEES AND COUNCILS, AS WELL AS COMMUNITY INVESTMENT DECISION MAKERS. 211: 211 IS AN INFORMATION HOTLINE THAT PROVIDES RESOURCES AND REFERRALS USING LIVE CALL-CENTER REPRESENTATIVES. 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. 211 IS ALSO PART OF THE SUICIDE PREVENTION NETWORK AND THERE ARE TRAINED REPRESENTATIVES WHO MANAGE CALLERS IN CRISIS SITUATIONS.ENTIFY A PRIMARY CARE PROVIDER AFTER SIX MONTHS AND 79.5% MAINTAINED MEDICAL HOME RELATIONSHIP.HEALTHIN 2015, TUW ADOPTED THE COUNTY HEALTH RANKINGS & ROADMAPS HEALTH FRAMEWORK, WHICH DEFINES HEALTH BROADLY AND TAKES INTO ACCOUNT NOT ONLY ACCESS TO CARE AND PATTERNS OF PERSONAL BEHAVIOR, BUT ALSO THE SURROUNDING ENVIRONMENTAL AND SOCIO-ECONOMIC CONDITIONS AND POLICIES THAT SHAPE AND FOSTER LIFELONG MENTAL, PHYSICAL AND SOCIAL WELL-BEING. IN MAY 2016, TUW ENTERED INTO A COACHING PARTNERSHIP WITH COUNTY HEALTH RANKINGS & ROADMAPS. THROUGH THIS OPPORTUNITY, TUW'S GUIDING TEAM FOR HEALTH WILL WORK WITH AN EXPERT COACH TO IDENTIFY THE MOST EFFECTIVE PROCESSES AND APPROACHES FOR BROAD-BASED IMPACT ON THE HEALTH OF INDIVIDUALS IN THE TRI-COUNTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,290,276 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,236,145 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $9,040,723 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | 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 | 0 | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 107 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTA DIVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8437409000 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| NELLA G BARKLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY BRAMS | ||||||
| TREASURER AND FINANCE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANITA ZUCKER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BETSY SAAL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TODD GALLATI | ||||||
| IMMEDIATE PAST CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BILL TURNER III | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE HOFFMAN | ||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DWAYNE CARTWRIGHT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK CAWLEY MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA MITCHELL | ||||||
| STRAEGIC PLANNING CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIM SEASE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH SEEGER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE MARINO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BOB FEI | ||||||
| COMMUNITY IMPACT CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAN MOONEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LT GEN JOHN ROSA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEB CAMPEAU | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCIS JOHNSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAPTAIN THOMAS W BAILEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK FITTS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS GREGORY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN DHAND | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HUGH C LANE JR | ||||||
| SOCIAL INNOVATION BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ERVETTE BROADNAX | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE K SURRETT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LONNIE CARTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT WALSH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW J SEVERANCE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE POLSTON | ||||||
| AUDIT COMMITTEE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY THORNLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER WERTIMER | ||||||
| MARKETING & COMMUNICATIONS CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES PATRICK JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDWARD A ROSE III | ||||||
| INCOMING BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PJ BROWNING | ||||||
| CAMPAIGN CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BEN K DEWOLF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SWANSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TED LEGASEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THAD BELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FLEETWOOD S HASSELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN HUNTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHIEF GREGORY G MULLEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN L OLSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN JONES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA WILSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIM THOMAS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE HALL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BROWN III | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIS PUGH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUCAS CLINT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER KERRIGAN | ||||||
| PRESIDENT | 50.00 | $206,503 | $0 | $85,854 | Yes (X) | |
| CHRISTA DIVIS | ||||||
| CHIEF FINANCIAL OFFICER | 45.00 | $82,611 | $0 | $14,448 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $289,114 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $100,302 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 ASOCIATION OF SC | |||||
| 400 ARBOR LAKE DR STE 500B | COLUMBIA | SC | 29223 | CONTRACTOR | $245,000 |
| OFFICE TEAM | |||||
| 12400 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | CONTRACTOR | $103,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $276,811 | GovernmentGrantsAmt |
| All Other Contributions | $9,824,040 | AllOtherContributionsAmt |
| Total Contributions | $10,100,851 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,706 | TotalRevenueColumnAmt |
| Exclusion | $258,706 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $214,370 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $222,597 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$8,227 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,227 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$8,227 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $111,634 | 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 | $111,634 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,634 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,634 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 519100 | BusinessCd |
| Total Revenue Column | $12,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,331 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,331 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,475,295 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,738 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $258,706 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,906,286 | TotalAmt |
| Program Services | $5,906,286 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,369 | TotalAmt |
| Program Services | $314,933 | ProgramServicesAmt |
| Management And General | $60,152 | ManagementAndGeneralAmt |
| Fundraising | $79,284 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,846,123 | TotalAmt |
| Program Services | $1,161,957 | ProgramServicesAmt |
| Management And General | $91,235 | ManagementAndGeneralAmt |
| Fundraising | $592,931 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,616 | TotalAmt |
| Program Services | $80,089 | ProgramServicesAmt |
| Management And General | $4,577 | ManagementAndGeneralAmt |
| Fundraising | $43,950 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,001 | TotalAmt |
| Program Services | $307,426 | ProgramServicesAmt |
| Management And General | $35,145 | ManagementAndGeneralAmt |
| Fundraising | $132,430 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,654 | TotalAmt |
| Program Services | $126,895 | ProgramServicesAmt |
| Management And General | $13,002 | ManagementAndGeneralAmt |
| Fundraising | $57,757 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,943 | TotalAmt |
| Program Services | $2,167 | ProgramServicesAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
| Fundraising | $720 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,357 | TotalAmt |
| Program Services | $22,349 | ProgramServicesAmt |
| Management And General | $580 | ManagementAndGeneralAmt |
| Fundraising | $7,428 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,000 | TotalAmt |
| Program Services | $16,197 | ProgramServicesAmt |
| Management And General | $420 | ManagementAndGeneralAmt |
| Fundraising | $5,383 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,734 | TotalAmt |
| Fundraising | $62,734 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,761 | TotalAmt |
| Program Services | $73,761 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,193 | TotalAmt |
| Program Services | $504,254 | ProgramServicesAmt |
| Management And General | $13,089 | ManagementAndGeneralAmt |
| Fundraising | $104,850 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,824 | TotalAmt |
| Program Services | $28,264 | ProgramServicesAmt |
| Management And General | $2,180 | ManagementAndGeneralAmt |
| Fundraising | $104,380 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,058 | TotalAmt |
| Program Services | $32,468 | ProgramServicesAmt |
| Management And General | $772 | ManagementAndGeneralAmt |
| Fundraising | $30,818 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,577 | TotalAmt |
| Program Services | $93,126 | ProgramServicesAmt |
| Management And General | $15,638 | ManagementAndGeneralAmt |
| Fundraising | $30,813 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,970 | TotalAmt |
| Program Services | $22,946 | ProgramServicesAmt |
| Management And General | $5,854 | ManagementAndGeneralAmt |
| Fundraising | $28,170 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,994 | TotalAmt |
| Program Services | $90,549 | ProgramServicesAmt |
| Management And General | $16,565 | ManagementAndGeneralAmt |
| Fundraising | $68,880 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,408 | TotalAmt |
| Program Services | $85,385 | ProgramServicesAmt |
| Management And General | $10,348 | ManagementAndGeneralAmt |
| Fundraising | $37,675 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,044 | TotalAmt |
| Program Services | $71,357 | ProgramServicesAmt |
| Management And General | $7,718 | ManagementAndGeneralAmt |
| Fundraising | $27,969 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,158 | TotalAmt |
| Program Services | $19,813 | ProgramServicesAmt |
| Management And General | $1,163 | ManagementAndGeneralAmt |
| Fundraising | $7,182 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE & PRINTING | $114,559 | $65,417 | $6,887 | $42,255 |
| MISCELLANEOUS | $36,074 | $10,190 | $7,538 | $18,346 |
| BANK CHARGES | $9,659 | $4,814 | $4,845 | |
| EQUIPMENT | $5,909 | $2,998 | $2,780 | $131 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,763 | TotalAmt |
| Program Services | $1,896 | ProgramServicesAmt |
| Management And General | $730 | ManagementAndGeneralAmt |
| Fundraising | $1,137 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,832,034 | TotalAmt |
| Program Services | $9,040,723 | ProgramServicesAmt |
| Management And General | $301,243 | ManagementAndGeneralAmt |
| Fundraising | $1,490,068 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,948,456 | BOYAmt |
| EOY | $2,191,281 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,442 | BOYAmt |
| EOY | $1,480,788 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,714,942 | BOYAmt |
| EOY | $4,264,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,432 | BOYAmt |
| EOY | $57,109 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,795 | BOYAmt |
| EOY | $139,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,931,271 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,191,051 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,818,986 | BOYAmt |
| EOY | $1,740,220 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,988,065 | BOYAmt |
| EOY | $8,927,337 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,303,118 | BOYAmt |
| EOY | $18,801,511 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,730 | BOYAmt |
| EOY | $949,975 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,730 | BOYAmt |
| EOY | $949,975 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,922,212 | BOYAmt |
| EOY | $14,550,488 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,820,250 | BOYAmt |
| EOY | $2,733,997 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,926 | BOYAmt |
| EOY | $567,051 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,357,388 | BOYAmt |
| EOY | $17,851,536 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,303,118 | BOYAmt |
| EOY | $18,801,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$356,739 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$149,113 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $11,434,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,258,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,420,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,364,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,100,851 | CurrentTaxYearAmt |
| Total | $54,578,115 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,434,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,258,410 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,420,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,364,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,100,851 | CurrentTaxYearAmt |
| Total | $54,578,115 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $827,255 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,750,860 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $506,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $641,233 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $370,340 | CurrentTaxYearAmt |
| Total | $2,245,041 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$6,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,059 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,065 | CurrentTaxYearMinus2YearsAmt |
| Total | $143,286 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,966,442 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,569,881 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93520 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $22,000 | PoliticalExpendituresAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $22,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $22,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I-A, LINE 1: | CONTRACTED WITH UWASC TO INFLUENCE THE LEGISLATIVE CLIMATE. |
| PART II-B, LINE 1: | CONTRACTED WITH UWASC TO INFLUENCE THE LEGISLATIVE CLIMATE. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 | $5,298,651 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,205,784 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $746,987 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$31,150 | OtherExpendituresAmt |
| End Year Balance | $4,921,621 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,786,173 | BeginningYearBalanceAmt |
| Contributions | $48,600 | ContributionsAmt |
| Investment Earnings Or Losses | $399,811 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$28,800 | OtherExpendituresAmt |
| End Year Balance | $4,205,784 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,869,998 | BeginningYearBalanceAmt |
| Contributions | $103,156 | ContributionsAmt |
| Investment Earnings Or Losses | -$155,853 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$31,128 | OtherExpendituresAmt |
| End Year Balance | $3,786,173 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.12000 | 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 | $2,199,707 | OtherCostOrOtherBasisAmt |
| Depreciation | $979,689 | DepreciationAmt |
| Book Value | $1,220,018 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $241,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $211,362 | DepreciationAmt |
| Book Value | $30,202 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,740,220 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,552,873 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$149,113 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $222,597 | OtherRevenueAmt |
| Revenue Not Reported | $73,484 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,479,389 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $73,761 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,922,145 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,995,906 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,475,295 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,058,725 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $222,597 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $222,597 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,836,128 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $73,761 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,922,145 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,995,906 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,832,034 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PERMANENT ENDOWMENT IS HELD IN PERPETUITY TO PROVIDE FOR ANNUAL DISTRIBUTIONS IN SUPPORT OF THE ANNUAL CAMPAIGN. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COMMERCIAL RENTAL EXPENSES 222,597. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 1,922,145. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COMMERCIAL RENTAL EXPENSES 222,597. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 1,922,145. |
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 |
| 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 | LOANED EXECUTIVES | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $520,000 | GrossReceiptsAmt |
| Retained By Contractor | $62,734 | RetainedByContractorAmt |
| Net To Organization | $457,266 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $520,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $62,734 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $457,266 | TotalNetToOrganizationAmt |
| Licensed States | SC | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (99 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| 40048 CAROLINA LOWCOUNTRY CHAPTER OF THE AMERICAN RED CROSS | ||||||
| 2424 CITY HALL LANE SUITE A | NORTH CHARLESTON | SC | 29406 | $23,957 | GRANTEE | |
| ALSTON WILKES SOCIETY | ||||||
| 3519 MEDICAL DRIVE | COLUMBIA | SC | 29203 | $45,000 | GRANTEE | |
| AMERICAN CANCER SOCIETY INC | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | $46,019 | GRANTEE | |
| AMERICAN HEART ASSOCIATION | ||||||
| 122 E 42ND STREET 18TH FLOOR | NEW YORK | NY | 10168 | $11,277 | GRANTEE | |
| AMERICAN HEART ASSOCIATION INC | ||||||
| 4217 PARK PLACE COURT | DALLAS | TX | 75231 | $19,270 | GRANTEE | |
| AMERICA'S CHARITIES | ||||||
| 14150 NEWBROOK DR SUITE 110 | CHANTILLY | VA | 20151 | $19,204 | GRANTEE | |
| ANIMAL CHARITIES OF AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $37,888 | GRANTEE | 340 |
| BERKELEY CMHC | ||||||
| PO BOX 1030 | MONCKS CORNER | SC | 29461 | $60,000 | GRANTEE | |
| BERKELEY COUNTY RESCUE SQUAD | ||||||
| 202 FACTORY ST | MONCKS CORNER | SC | 29461 | $5,125 | GRANTEE | |
| BERKELEY SENIORS | ||||||
| 103 GULLEDGE STREET | MONCKS CORNER | SC | 29461 | $64,379 | GRANTEE | |
| BROWNSVILLE COMMUNITY CHURCH OF GOD | ||||||
| 920 WEST 1ST NORTH ST | SUMMERVILLE | SC | 29483 | $6,280 | GRANTEE | |
| CALVARY CHAPEL OF BOISE INC | ||||||
| 123 AUTO DRIVE | BOISE | ID | 83709 | $8,659 | GRANTEE | |
| CANCERCURE OF AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $27,096 | GRANTEE | 340 |
| CAROLINA CANINES FOR SERVICE INC | ||||||
| PO BOX 12643 | WILMINGTON | NC | 28405 | $5,769 | GRANTEE | |
| CAROLINA YOUTH DEVELOPMENT CENTER | ||||||
| 5055 LACKAWANNA BLVD | NORTH CHARLESTON | SC | 29406 | $118,971 | GRANTEE | |
| CATHOLIC SERVICE ORGANIZATIONS OF AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $23,593 | GRANTEE | 340 |
| CHANGED LIVES MINISTRY | ||||||
| 470 REID HILL ROAD | MONCKS CORNER | SC | 29461 | $12,034 | GRANTEE | |
| CHARITIES UNDER 1 OVERHEAD | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $13,259 | GRANTEE | 340 |
| CHARITY WITHOUT BORDERS | ||||||
| 1100 LARKPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $5,092 | GRANTEE | 340 |
| CHARLESTON ANIMAL SOCIETY | ||||||
| 2455 REMOUNT RD | NORTH CHARLESTON | SC | 29406 | $62,622 | GRANTEE | |
| CHARLESTON BAPTIST CHURCH | ||||||
| 13 SAN MIGUEL RD | CHARLESTON | SC | 29414 | $12,750 | GRANTEE | |
| CHARLESTON COUNTY SCHOOL DISTRICT - AE | ||||||
| 3999 BRIDGE VIEW DRIVE | NORTH CHARLESTON | SC | 29405 | $36,309 | GRANTEE | |
| CHARLESTON DORCHESTER COMMUNITY MENTAL HEALTH CTR | ||||||
| 2100 CHARLIE HALL BLVD | CHARLESTON | SC | 29414 | $160,214 | GRANTEE | |
| CHARLESTON ORPHAN HOUSE INC | ||||||
| 5055 LACKAWANNA BLVD | NORTH CHARLESTON | SC | 29406 | $27,109 | GRANTEE | |
| CHARLESTON PROMISE NEIGHBORHOOD | ||||||
| 1819 MEETING STREET RD STE B | CHARLESTON | SC | 29405 | $24,850 | GRANTEE | |
| CHILDREN FIRST - AMERICA'S CHARITIES | ||||||
| 14150 NEWBROOK DR SUITE 110 | CHANTILLY | VA | 20151 | $14,423 | GRANTEE | |
| CHILDREN IN CRISIS OF DORCHESTER COUNTY INC DBA DORCHESTER CHILDREN'S CEN | ||||||
| 303 E RICHARDSON ST | SUMMERVILLE | SC | 29483 | $169,702 | GRANTEE | |
| CHILDREN'S CHARITIES OF AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $22,695 | GRANTEE | 340 |
| CHILDREN'S MEDICAL CHARITIES OF AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $14,804 | GRANTEE | 340 |
| CHRIST EPISCOPAL CHURCH | ||||||
| 2304 HIGHWAY 17 | MOUNT PLEASANT | SC | 29466 | $24,927 | GRANTEE | |
| CHRISTIAN CHARITIES USA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $14,193 | GRANTEE | 340 |
| CHRISTIAN CHILDREN'S CHARITIES | ||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | $5,054 | GRANTEE | |
| CHRISTIAN SERVICE CHARITIES | ||||||
| PO BOX 79704 | BALTIMORE | MD | 21279 | $39,990 | GRANTEE | |
| COASTAL CAROLINA COUNCIL BOY SCOUTS OF AMERICA | ||||||
| 1025 SAM RITTENBERG BLVD | CHARLESTON | SC | 29407 | $7,541 | GRANTEE | |
| COASTAL COMMUNITY FOUNDATION OF SC | ||||||
| 635 RUTLEDGE AVE SUITE 201 | CHARLESTON | SC | 29403 | $5,300 | GRANTEE | |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | $6,055 | GRANTEE | |
| COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC | ||||||
| 1090 E MONTAGUE AVE | CHARLESTON | SC | 29403 | $611,435 | GRANTEE | |
| COMMUNITY HEALTH CHARITIES | ||||||
| PO BOX 75153 | BALTIMORE | MD | 21275 | $90,452 | GRANTEE | |
| CONSERVATION & PRESERVATION CHAR AM | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $8,250 | GRANTEE | 340 |
| DEE NORTON LOWCOUNTRY CHILDREN'S CENTER | ||||||
| 1061 KING STREET | CHARLESTON | SC | 29403 | $177,707 | GRANTEE | |
| DORCHESTER SENIORS INC | ||||||
| 312 N LAUREL STREET | SUMMERVILLE | SC | 29483 | $111,095 | GRANTEE | |
| EARTH SHARE | ||||||
| CFC REGION DEPT 4011 | WASHINGTON | DC | 20042 | $11,004 | GRANTEE | |
| EAST COOPER BAPTIST CHURCH | ||||||
| 361 EGYPT ROAD | MT PLEASANT | SC | 29464 | $8,963 | GRANTEE | |
| EAST COOPER COMMUNITY OUTREACH | ||||||
| 1145 SIX MILE ROAD | MT PLEASANT | SC | 29464 | $187,080 | GRANTEE | |
| EDUCATE AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $8,723 | GRANTEE | 340 |
| FAMILY SERVICES INC | ||||||
| 4925 LACROSS ROAD SUITE 215 | NORTH CHARLESTON | SC | 294066513 | $130,152 | GRANTEE | |
| FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA | ||||||
| 19 SAINT MARGARET STREET | CHARLESTON | SC | 29403 | $158,772 | GRANTEE | |
| GLOBAL IMPACT | ||||||
| PO BOX 409616 | ATLANTA | GA | 303849616 | $26,495 | GRANTEE | |
| HABITAT FOR HUMANITY OF BERKELEY COUNTY | ||||||
| 1 BELKNAP ROAD | GOOSE CREEK | SC | 294453441 | $5,832 | GRANTEE | |
| HEALTH AND MEDICAL RESEARCH CHARITIES | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $36,027 | GRANTEE | 340 |
| HEALTH FIRST - AMERICA'S CHARITIES | ||||||
| 14150 NEWBROOK DR STE 110 | CHANTILLY | VA | 20151 | $8,709 | GRANTEE | |
| HELPING HANDS OF GOOSE CREEK | ||||||
| PO BOX 992 | GOOSE CREEK | SC | 294450992 | $43,858 | GRANTEE | |
| HOSPICE & PALLIATIVE CARE FOUNDATION | ||||||
| PO BOX 151 | DRAYTON | SC | 29333 | $6,578 | GRANTEE | |
| LIFE COVENANT CHURCH | ||||||
| 4200 E 2ND ST | EDMOND | OK | 73034 | $15,902 | GRANTEE | |
| LOWCOUNTRY AIDS SERVICES INC | ||||||
| 3547 MEETING STREET ROAD | NORTH CHARLESTON | SC | 29405 | $104,486 | GRANTEE | |
| LOWCOUNTRY FOOD BANK INC | ||||||
| 2864 AZALEA DR | CHARLESTON | SC | 29405 | $406,089 | GRANTEE | |
| LOWCOUNTRY PREGNANCY CENTER | ||||||
| 7481 NORTHSIDE DR SUITE C | NORTH CHARLESTON | SC | 29420 | $10,087 | GRANTEE | |
| LUTHERAN SOCIAL SERVICES OF THE GREATER CHARLESTON AREA DBA TRICOUNTY FAMIL | ||||||
| 3349 RIVERS AVENUE | NORTH CHARLESTON | SC | 29405 | $208,945 | GRANTEE | |
| MARCH OF DIMES FOUNDATION | ||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | $7,065 | GRANTEE | |
| MARCH OF DIMES LOW COUNTRY DIVISION | ||||||
| 1064 GARDNER RD STE 116 | CHARLESTON | SC | 294075711 | $19,979 | GRANTEE | |
| MEALS ON WHEELS OF SUMMERVILLE INC | ||||||
| PO BOX 592 | SUMMERVILLE | SC | 29484 | $11,810 | GRANTEE | |
| MEDICAL RESEARCH CHARITIES | ||||||
| 125 WASHINGTON ST STE 201 | SALEM | MA | 01970 | $10,488 | GRANTEE | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | ||||||
| 18 BEE ST MSC 450 | CHARLESTON | SC | 29425 | $153,067 | GRANTEE | |
| METANOIA COMMUNITY DEVELOPMENT CORP | ||||||
| 2005 REYNOLDS AVENUE | NORTH CHARLESTON | SC | 29405 | $143,879 | GRANTEE | |
| MILITARY FAMILY & VETERANS SERVICE ORGANIZATIONS OF AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $57,103 | GRANTEE | 340 |
| MILITARY SUPPORT GROUPS OF AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $18,128 | GRANTEE | 340 |
| MUSC FAMILY LITERACY CENTER | ||||||
| 2070 NORTHBROOK BLVD | NORTH CHARLESTON | SC | 29406 | $5,667 | GRANTEE | |
| MUSC PHYSICIANS | ||||||
| 1180 SAM RITTENBERG BLVD STE 220 | CHARLESTON | SC | 29407 | $50,000 | GRANTEE | |
| MY SISTER'S HOUSE INC | ||||||
| PO BOX 71171 | NORTH CHARLESTON | SC | 294151171 | $26,339 | GRANTEE | |
| ONE-EIGHTY PLACE | ||||||
| PO BOX 20038 | CHARLESTON | SC | 294130038 | $244,280 | GRANTEE | |
| OPERATION HOME | ||||||
| 2120 NOISETTE BLVD SUITE 124 | NORTH CHARLESTON | SC | 29405 | $33,219 | GRANTEE | |
| OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES INC | ||||||
| PO BOX 607 | JOHNS ISLAND | SC | 29457 | $33,943 | GRANTEE | |
| PROVIDENCE BAPTIST CHURCH | ||||||
| 294 SEVEN FARMS DR | CHARLESTON | SC | 29492 | $5,371 | GRANTEE | |
| READING PARTNERS CHARLESTON | ||||||
| 180 GRAND AVENUE SUITE 800 | OAKLAND | CA | 94612 | $98,827 | GRANTEE | |
| RIDGEVILLE COMMUNITY RESOURCE CENTER | ||||||
| PO BOX 214 | RIDGEVILLE | SC | 29472 | $36,100 | GRANTEE | |
| RONALD MCDONALD HOUSE CHARITIES OF CHARLESTON SOUTH CAROLINA | ||||||
| 81 GADSDEN STREET | CHARLESTON | SC | 29401 | $17,346 | GRANTEE | |
| ROPER ST FRANCIS FOUNDATION | ||||||
| 125 DOUGHTY ST SUITE 790 | CHARLESTON | SC | 29403 | $145,830 | GRANTEE | |
| SC THRIVE | ||||||
| 107 SALUDA POINTE DR | LEXINGTON | SC | 29072 | $50,000 | GRANTEE | |
| SEACOAST CHRISTIAN COMMUNITY CHURCH INC | ||||||
| 750 LONG POINT ROAD | MOUNT PLEASANT | SC | 294648217 | $131,924 | GRANTEE | |
| SOUTH CAROLINA AQUARIUM | ||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | $9,326 | GRANTEE | |
| SPOLETO FESTIVAL USA | ||||||
| 14 GEORGE ST | CHARLESTON | SC | 294011524 | $11,153 | GRANTEE | |
| ST BERNARD OF CHAIRVAUX PARISH CATHOLIC CHURCH | ||||||
| 4001 E 101ST STREET | TULSA | OK | 74137 | $5,178 | GRANTEE | |
| ST JAMES SOUTH SANTEE SENIOR COMMUNITY CENTER | ||||||
| 710 SOUTH SANTEE ROAD | MCCLELLANVILLE | SC | 29458 | $178,576 | GRANTEE | |
| ST VINCENT DE PAUL - ST CLAIRE OF ASSIS CHAPTER | ||||||
| 121 COOKE STREET | DANIEL ISLAND | SC | 29492 | $20,000 | GRANTEE | |
| TEMPLE BAPTIST CHURCH OF SPARTANBURG | ||||||
| 215 FIELDCREST LN | SPARTANBURG | SC | 29301 | $9,200 | GRANTEE | |
| THE CITADEL FOUNDATION | ||||||
| 171 MOULTRIE STREET | CHARLESTON | SC | 294090130 | $5,998 | GRANTEE | |
| THE HEALING SPECIES INC | ||||||
| PO BOX 1202 | ORANGEBURG | SC | 29116 | $25,574 | GRANTEE | |
| TRI-COUNTY FAMILY MINISTRIES | ||||||
| 3349 RIVERS AVE | NORTH CHARLESTON | SC | 29406 | $96,413 | GRANTEE | |
| TRIDENT LITERACY ASSOCIATION INC | ||||||
| 5416-B RIVERS AVENUE | NORTH CHARLESTON | SC | 29406 | $92,280 | GRANTEE | |
| UNIQUE AND NOTEWORTY CHARITIES | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $7,116 | GRANTEE | 340 |
| UNITED WAY OF THE MIDLANDS | ||||||
| 1818 BLANDING STREET | COLUMBIA | SC | 29201 | $9,743 | GRANTEE | |
| USO INC | ||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | $8,093 | GRANTEE | |
| VETERANS ON DECK | ||||||
| 131 RIVERLAND DR | CHARLESTON | SC | 29414 | $9,512 | GRANTEE | |
| WATER MISSIONS INTERNATIONAL | ||||||
| PO BOX 31258 | CHARLESTON | SC | 29417 | $17,011 | GRANTEE | |
| WILD ANIMALS WORLDWIDE | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $9,319 | GRANTEE | 340 |
| WINDWOOD FAMILY SERVICES | ||||||
| 4857 WINDWOOD FARM ROAD | AWENDAW | SC | 294295951 | $11,333 | GRANTEE | |
| WINGS FOR KIDS INC | ||||||
| 476 MEETING ST STE E | CHARLESTON | SC | 294034841 | $143,477 | GRANTEE | |
| WOMEN CHILDREN & FAMILY SERVICE CHARITIES OF AMERICA | ||||||
| 1100 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | $11,495 | GRANTEE | 340 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | $56,481 | GRANTEE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 99 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SOME FUNDS ARE DESIGNATED BY THE DONORS AND SOME FUNDS ARE MANAGED BY THE COMMUNITY INVESTMENT COMMITTEE MADE UP OF COMMUNITY LEADERS THAT SELECT GRANT RECIPIENTS BASED ON APPLICATIONS AND PROGRAM MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | 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 | TitleTxt |
| Base Compensation Filing Org | $178,600 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $23,922 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $3,981 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $58,151 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $27,703 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $292,357 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARY THORNLEY IS THE PRESIDENT OF TRIDENT TECHNICAL COLLEGE WHICH PROVIDES TRAINING AND HOSTS EVENTS FOR TRIDENT UNITED WAY. TODD GALLATI IS A BOARD MEMBER OF TRIDENT TECHNICAL FOUNDATION. TRIDENT TECHINICAL COLLEGE PROVIDES TRAINING AND HOSTS EVENTS FOR TRIDENT UNITED WAY. PETER WERTIMER IS THE OWNER OF CHERNOFF NEWMAN AND PROVIDES ADVERTISING FOR THE ORGANIZATION. THE AMOUNT FOR ADVERTISING WAS $39,833. TED LEGASEY IS THE DATA COMMITTEE CHAIR FOR TRI-COUNTY CRADLE TO CAREER AND HAS A PARTNERSHIP WITH TRIDENT UNITED WAY. PJ BROWNING IS THE PUBLISHER FOR THE POST AND COURIER. THE POST AND COURIER WAS UTILIZED FOR ADVERTISING IN THE AMOUNT OF $38,910. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE AND THE CHIEF FINANCIAL OFFICER REVIEW THE FORM 990 AND RECOMMEND ITS APPROVAL TO THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT 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. THESE ARE RETAINED ON FILE FOR ONE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE REVIEWED THE CEO COMPENSATION AGAINST AN INDEPENDENT CONSULTANT ANALYSIS. THE EXECUTIVE COMMITTEE APPROVES ALL CEO COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S LATEST AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON ITS WEBSITE. GOVERNING DOCUMENTS, FORM 1023 AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT REQUEST FROM THE ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S LATEST AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON ITS WEBSITE. GOVERNING DOCUMENTS, FORM 1023 AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT REQUEST FROM THE ORGANIZATION. |
| PART VI, SECTION B, LINE 15B | THE CFO AND OTHER SENIOR LEADERSHIP COMPENSATION IS APPROVED SPECIFICALLY BY THE CEO AND BY THE BOARD GENERALLY AS PART OF THE ANNUAL BUDGET PROCESS. IN ADDITION, A COMPENSATION STUDY WAS PERFORMED ON ALL EMPLOYEE COMPENSATION. |
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