2016-10-25T15:31:32-05:00 2016-06-30 271780668 HUBBARD DAVIS CPAS LLP 990 LAKE HUNTER CIRCLE STE 207 MOUNT PLEASANT SC 29464 990 2015-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 CHRISTA DIVIS CHIEF FINANCIAL OFFICER 8437409000 2016-10-25 1 CAROL HUBBARD P00412970 8438813315 2016-09-30 2015 2017-02-10 21:41:12Z CHRISTA DIVIS PO BOX 63305 NORTH CHARLESTON SC 294193305 10697892 0 X WWW.TUW.ORG X 1944 SC TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUCATION, FINANCIAL STABILITY AND HEALTH. 43 43 107 6532 0 0 10364193 10100851 69850 0 602854 370340 42652 4104 11079549 10475295 5348380 5906286 0 0 3278044 3101763 60038 62734 1490068 1766635 1761251 10453097 10832034 626452 -356739 19303118 18801511 945730 949975 18357388 17851536 X TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION THROUGH COLLECTIVE IMPACT IN EDUATION, FINANCIAL STABILITY AND HEALTH. 0 0 2452337 2039674 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. 2416815 1626867 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 881295 3600 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 3290276 2236145 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. 3290276 2236145 9040723 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 107 1 0 0 0 0 0 0 0 0 X 43 43 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 SC X CHRISTA DIVIS 8437409000 P O BOX 63305 NORTH CHARLESTON SC 29419 X NELLA G BARKLEY DIRECTOR 2.00 X 0 0 0 CINDY BRAMS TREASURER AND FINANCE CHAIR 5.00 X X 0 0 0 ANITA ZUCKER DIRECTOR 2.00 X 0 0 0 BETSY SAAL DIRECTOR 2.00 X 0 0 0 TODD GALLATI IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 BILL TURNER III DIRECTOR 2.00 X 0 0 0 BRUCE HOFFMAN BOARD CHAIR 5.00 X X 0 0 0 DWAYNE CARTWRIGHT DIRECTOR 2.00 X 0 0 0 PATRICK CAWLEY MD DIRECTOR 2.00 X 0 0 0 LISA MITCHELL STRAEGIC PLANNING CHAIR 5.00 X 0 0 0 TIM SEASE DIRECTOR 2.00 X 0 0 0 KENNETH SEEGER DIRECTOR 2.00 X 0 0 0 CATHERINE MARINO DIRECTOR 2.00 X 0 0 0 BOB FEI COMMUNITY IMPACT CHAIR 5.00 X 0 0 0 DAN MOONEY DIRECTOR 2.00 X 0 0 0 LT GEN JOHN ROSA DIRECTOR 2.00 X 0 0 0 DEB CAMPEAU DIRECTOR 2.00 X 0 0 0 FRANCIS JOHNSON DIRECTOR 2.00 X 0 0 0 CAPTAIN THOMAS W BAILEY DIRECTOR 2.00 X 0 0 0 MARK FITTS DIRECTOR 2.00 X 0 0 0 DENNIS GREGORY DIRECTOR 2.00 X 0 0 0 ERIN DHAND DIRECTOR 2.00 X 0 0 0 HUGH C LANE JR SOCIAL INNOVATION BOARD CHAIR 5.00 X 0 0 0 ERVETTE BROADNAX DIRECTOR 2.00 X 0 0 0 ANNE K SURRETT DIRECTOR 2.00 X 0 0 0 LONNIE CARTER DIRECTOR 2.00 X 0 0 0 SCOTT WALSH DIRECTOR 2.00 X 0 0 0 MATTHEW J SEVERANCE DIRECTOR 2.00 X 0 0 0 STEVE POLSTON AUDIT COMMITTEE CHAIR 2.00 X 0 0 0 MARY THORNLEY DIRECTOR 2.00 X 0 0 0 PETER WERTIMER MARKETING & COMMUNICATIONS CHAIR 5.00 X 0 0 0 CHARLES PATRICK JR DIRECTOR 2.00 X 0 0 0 EDWARD A ROSE III INCOMING BOARD CHAIR 5.00 X X 0 0 0 PJ BROWNING CAMPAIGN CHAIR 5.00 X 0 0 0 BEN K DEWOLF DIRECTOR 2.00 X 0 0 0 STEVE SWANSON DIRECTOR 2.00 X 0 0 0 TED LEGASEY DIRECTOR 2.00 X 0 0 0 THAD BELL DIRECTOR 2.00 X 0 0 0 FLEETWOOD S HASSELL DIRECTOR 2.00 X 0 0 0 CAROLYN HUNTER DIRECTOR 2.00 X 0 0 0 CHIEF GREGORY G MULLEN DIRECTOR 2.00 X 0 0 0 KRISTEN L OLSON DIRECTOR 2.00 X 0 0 0 JOHN JONES DIRECTOR 2.00 X 0 0 0 PATRICIA WILSON DIRECTOR 2.00 X 0 0 0 TIM THOMAS DIRECTOR 2.00 X 0 0 0 WAYNE HALL DIRECTOR 2.00 X 0 0 0 WILLIAM BROWN III DIRECTOR 2.00 X 0 0 0 WILLIS PUGH DIRECTOR 2.00 X 0 0 0 LUCAS CLINT DIRECTOR 2.00 X 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT 50.00 X 206503 0 85854 CHRISTA DIVIS CHIEF FINANCIAL OFFICER 45.00 X 82611 0 14448 289114 0 100302 1 0 1 0 UNITED WAY ASOCIATION OF SC 400 ARBOR LAKE DR STE 500B COLUMBIA SC 29223 CONTRACTOR 245000 OFFICE TEAM 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 CONTRACTOR 103859 2 276811 9824040 10100851 258706 258706 214370 222597 -8227 -8227 -8227 111634 0 111634 111634 111634 MISCELLANEOUS 519100 12331 12331 12331 10475295 115738 0 258706 5906286 5906286 454369 314933 60152 79284 1846123 1161957 91235 592931 128616 80089 4577 43950 475001 307426 35145 132430 197654 126895 13002 57757 2943 2167 56 720 30357 22349 580 7428 22000 16197 420 5383 62734 62734 73761 73761 622193 504254 13089 104850 134824 28264 2180 104380 64058 32468 772 30818 139577 93126 15638 30813 56970 22946 5854 28170 175994 90549 16565 68880 133408 85385 10348 37675 107044 71357 7718 27969 28158 19813 1163 7182 POSTAGE & PRINTING 114559 65417 6887 42255 MISCELLANEOUS 36074 10190 7538 18346 BANK CHARGES 9659 4814 4845 EQUIPMENT 5909 2998 2780 131 3763 1896 730 1137 10832034 9040723 301243 1490068 1948456 2191281 597442 1480788 4714942 4264903 109432 57109 125795 139873 2931271 1191051 1818986 1740220 9988065 8927337 19303118 18801511 945730 949975 945730 949975 X 13922212 14550488 3820250 2733997 614926 567051 18357388 17851536 19303118 18801511 -356739 -149113 0 X 0 1 X 1 0 X 11434223 12258410 10420438 10364193 10100851 54578115 11434223 12258410 10420438 10364193 10100851 54578115 827255 53750860 299603 506442 641233 427423 370340 2245041 -6838 78059 72065 143286 56966442 2569881 0.94360 0.93520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22000 0 0 0 0 0 0 0 0 1 22000 22000 0 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. 5106308 -68340 -260683 5298651 4921621 215859 -31172 5106308 4205784 746987 -31150 4921621 3786173 48600 399811 -28800 4205784 3869998 103156 -155853 -31128 3786173 0.88000 0.12000 1 0 490000 490000 2199707 979689 1220018 241564 211362 30202 1740220 8552873 -149113 222597 73484 8479389 73761 1922145 1995906 10475295 9058725 222597 222597 8836128 73761 1922145 1995906 10832034 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. X X X X X X 1 OFFICE TEAM 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 LOANED EXECUTIVES 1 520000 62734 457266 520000 62734 457266 SC 1 40048 CAROLINA LOWCOUNTRY CHAPTER OF THE AMERICAN RED CROSS 2424 CITY HALL LANE SUITE A NORTH CHARLESTON SC 29406 23957 GRANTEE ALSTON WILKES SOCIETY 3519 MEDICAL DRIVE COLUMBIA SC 29203 45000 GRANTEE AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA GA 30303 46019 GRANTEE AMERICAN HEART ASSOCIATION 122 E 42ND STREET 18TH FLOOR NEW YORK NY 10168 11277 GRANTEE AMERICAN HEART ASSOCIATION INC 4217 PARK PLACE COURT DALLAS TX 75231 19270 GRANTEE AMERICA'S CHARITIES 14150 NEWBROOK DR SUITE 110 CHANTILLY VA 20151 19204 GRANTEE ANIMAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 37888 GRANTEE BERKELEY CMHC PO BOX 1030 MONCKS CORNER SC 29461 60000 GRANTEE BERKELEY COUNTY RESCUE SQUAD 202 FACTORY ST MONCKS CORNER SC 29461 5125 GRANTEE BERKELEY SENIORS 103 GULLEDGE STREET MONCKS CORNER SC 29461 64379 GRANTEE BROWNSVILLE COMMUNITY CHURCH OF GOD 920 WEST 1ST NORTH ST SUMMERVILLE SC 29483 6280 GRANTEE CALVARY CHAPEL OF BOISE INC 123 AUTO DRIVE BOISE ID 83709 8659 GRANTEE CANCERCURE OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 27096 GRANTEE CAROLINA CANINES FOR SERVICE INC PO BOX 12643 WILMINGTON NC 28405 5769 GRANTEE CAROLINA YOUTH DEVELOPMENT CENTER 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29406 118971 GRANTEE CATHOLIC SERVICE ORGANIZATIONS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 23593 GRANTEE CHANGED LIVES MINISTRY 470 REID HILL ROAD MONCKS CORNER SC 29461 12034 GRANTEE CHARITIES UNDER 1 OVERHEAD 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 13259 GRANTEE CHARITY WITHOUT BORDERS 1100 LARKPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 5092 GRANTEE CHARLESTON ANIMAL SOCIETY 2455 REMOUNT RD NORTH CHARLESTON SC 29406 62622 GRANTEE CHARLESTON BAPTIST CHURCH 13 SAN MIGUEL RD CHARLESTON SC 29414 12750 GRANTEE CHARLESTON COUNTY SCHOOL DISTRICT - AE 3999 BRIDGE VIEW DRIVE NORTH CHARLESTON SC 29405 36309 GRANTEE CHARLESTON DORCHESTER COMMUNITY MENTAL HEALTH CTR 2100 CHARLIE HALL BLVD CHARLESTON SC 29414 160214 GRANTEE CHARLESTON ORPHAN HOUSE INC 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29406 27109 GRANTEE CHARLESTON PROMISE NEIGHBORHOOD 1819 MEETING STREET RD STE B CHARLESTON SC 29405 24850 GRANTEE CHILDREN FIRST - AMERICA'S CHARITIES 14150 NEWBROOK DR SUITE 110 CHANTILLY VA 20151 14423 GRANTEE CHILDREN IN CRISIS OF DORCHESTER COUNTY INC DBA DORCHESTER CHILDREN'S CEN 303 E RICHARDSON ST SUMMERVILLE SC 29483 169702 GRANTEE CHILDREN'S CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 22695 GRANTEE CHILDREN'S MEDICAL CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 14804 GRANTEE CHRIST EPISCOPAL CHURCH 2304 HIGHWAY 17 MOUNT PLEASANT SC 29466 24927 GRANTEE CHRISTIAN CHARITIES USA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 14193 GRANTEE CHRISTIAN CHILDREN'S CHARITIES PO BOX 45754 SAN FRANCISCO CA 94145 5054 GRANTEE CHRISTIAN SERVICE CHARITIES PO BOX 79704 BALTIMORE MD 21279 39990 GRANTEE COASTAL CAROLINA COUNCIL BOY SCOUTS OF AMERICA 1025 SAM RITTENBERG BLVD CHARLESTON SC 29407 7541 GRANTEE COASTAL COMMUNITY FOUNDATION OF SC 635 RUTLEDGE AVE SUITE 201 CHARLESTON SC 29403 5300 GRANTEE COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE STREET CHARLESTON SC 29424 6055 GRANTEE COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC 1090 E MONTAGUE AVE CHARLESTON SC 29403 611435 GRANTEE COMMUNITY HEALTH CHARITIES PO BOX 75153 BALTIMORE MD 21275 90452 GRANTEE CONSERVATION & PRESERVATION CHAR AM 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 8250 GRANTEE DEE NORTON LOWCOUNTRY CHILDREN'S CENTER 1061 KING STREET CHARLESTON SC 29403 177707 GRANTEE DORCHESTER SENIORS INC 312 N LAUREL STREET SUMMERVILLE SC 29483 111095 GRANTEE EARTH SHARE CFC REGION DEPT 4011 WASHINGTON DC 20042 11004 GRANTEE EAST COOPER BAPTIST CHURCH 361 EGYPT ROAD MT PLEASANT SC 29464 8963 GRANTEE EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE ROAD MT PLEASANT SC 29464 187080 GRANTEE EDUCATE AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 8723 GRANTEE FAMILY SERVICES INC 4925 LACROSS ROAD SUITE 215 NORTH CHARLESTON SC 294066513 130152 GRANTEE FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA 19 SAINT MARGARET STREET CHARLESTON SC 29403 158772 GRANTEE GLOBAL IMPACT PO BOX 409616 ATLANTA GA 303849616 26495 GRANTEE HABITAT FOR HUMANITY OF BERKELEY COUNTY 1 BELKNAP ROAD GOOSE CREEK SC 294453441 5832 GRANTEE HEALTH AND MEDICAL RESEARCH CHARITIES 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 36027 GRANTEE HEALTH FIRST - AMERICA'S CHARITIES 14150 NEWBROOK DR STE 110 CHANTILLY VA 20151 8709 GRANTEE HELPING HANDS OF GOOSE CREEK PO BOX 992 GOOSE CREEK SC 294450992 43858 GRANTEE HOSPICE & PALLIATIVE CARE FOUNDATION PO BOX 151 DRAYTON SC 29333 6578 GRANTEE LIFE COVENANT CHURCH 4200 E 2ND ST EDMOND OK 73034 15902 GRANTEE LOWCOUNTRY AIDS SERVICES INC 3547 MEETING STREET ROAD NORTH CHARLESTON SC 29405 104486 GRANTEE LOWCOUNTRY FOOD BANK INC 2864 AZALEA DR CHARLESTON SC 29405 406089 GRANTEE LOWCOUNTRY PREGNANCY CENTER 7481 NORTHSIDE DR SUITE C NORTH CHARLESTON SC 29420 10087 GRANTEE LUTHERAN SOCIAL SERVICES OF THE GREATER CHARLESTON AREA DBA TRICOUNTY FAMIL 3349 RIVERS AVENUE NORTH CHARLESTON SC 29405 208945 GRANTEE MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVE WHITE PLAINS NY 10605 7065 GRANTEE MARCH OF DIMES LOW COUNTRY DIVISION 1064 GARDNER RD STE 116 CHARLESTON SC 294075711 19979 GRANTEE MEALS ON WHEELS OF SUMMERVILLE INC PO BOX 592 SUMMERVILLE SC 29484 11810 GRANTEE MEDICAL RESEARCH CHARITIES 125 WASHINGTON ST STE 201 SALEM MA 01970 10488 GRANTEE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION 18 BEE ST MSC 450 CHARLESTON SC 29425 153067 GRANTEE METANOIA COMMUNITY DEVELOPMENT CORP 2005 REYNOLDS AVENUE NORTH CHARLESTON SC 29405 143879 GRANTEE MILITARY FAMILY & VETERANS SERVICE ORGANIZATIONS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 57103 GRANTEE MILITARY SUPPORT GROUPS OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 18128 GRANTEE MUSC FAMILY LITERACY CENTER 2070 NORTHBROOK BLVD NORTH CHARLESTON SC 29406 5667 GRANTEE MUSC PHYSICIANS 1180 SAM RITTENBERG BLVD STE 220 CHARLESTON SC 29407 50000 GRANTEE MY SISTER'S HOUSE INC PO BOX 71171 NORTH CHARLESTON SC 294151171 26339 GRANTEE ONE-EIGHTY PLACE PO BOX 20038 CHARLESTON SC 294130038 244280 GRANTEE OPERATION HOME 2120 NOISETTE BLVD SUITE 124 NORTH CHARLESTON SC 29405 33219 GRANTEE OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES INC PO BOX 607 JOHNS ISLAND SC 29457 33943 GRANTEE PROVIDENCE BAPTIST CHURCH 294 SEVEN FARMS DR CHARLESTON SC 29492 5371 GRANTEE READING PARTNERS CHARLESTON 180 GRAND AVENUE SUITE 800 OAKLAND CA 94612 98827 GRANTEE RIDGEVILLE COMMUNITY RESOURCE CENTER PO BOX 214 RIDGEVILLE SC 29472 36100 GRANTEE RONALD MCDONALD HOUSE CHARITIES OF CHARLESTON SOUTH CAROLINA 81 GADSDEN STREET CHARLESTON SC 29401 17346 GRANTEE ROPER ST FRANCIS FOUNDATION 125 DOUGHTY ST SUITE 790 CHARLESTON SC 29403 145830 GRANTEE SC THRIVE 107 SALUDA POINTE DR LEXINGTON SC 29072 50000 GRANTEE SEACOAST CHRISTIAN COMMUNITY CHURCH INC 750 LONG POINT ROAD MOUNT PLEASANT SC 294648217 131924 GRANTEE SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 9326 GRANTEE SPOLETO FESTIVAL USA 14 GEORGE ST CHARLESTON SC 294011524 11153 GRANTEE ST BERNARD OF CHAIRVAUX PARISH CATHOLIC CHURCH 4001 E 101ST STREET TULSA OK 74137 5178 GRANTEE ST JAMES SOUTH SANTEE SENIOR COMMUNITY CENTER 710 SOUTH SANTEE ROAD MCCLELLANVILLE SC 29458 178576 GRANTEE ST VINCENT DE PAUL - ST CLAIRE OF ASSIS CHAPTER 121 COOKE STREET DANIEL ISLAND SC 29492 20000 GRANTEE TEMPLE BAPTIST CHURCH OF SPARTANBURG 215 FIELDCREST LN SPARTANBURG SC 29301 9200 GRANTEE THE CITADEL FOUNDATION 171 MOULTRIE STREET CHARLESTON SC 294090130 5998 GRANTEE THE HEALING SPECIES INC PO BOX 1202 ORANGEBURG SC 29116 25574 GRANTEE TRI-COUNTY FAMILY MINISTRIES 3349 RIVERS AVE NORTH CHARLESTON SC 29406 96413 GRANTEE TRIDENT LITERACY ASSOCIATION INC 5416-B RIVERS AVENUE NORTH CHARLESTON SC 29406 92280 GRANTEE UNIQUE AND NOTEWORTY CHARITIES 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 7116 GRANTEE UNITED WAY OF THE MIDLANDS 1818 BLANDING STREET COLUMBIA SC 29201 9743 GRANTEE USO INC 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 8093 GRANTEE VETERANS ON DECK 131 RIVERLAND DR CHARLESTON SC 29414 9512 GRANTEE WATER MISSIONS INTERNATIONAL PO BOX 31258 CHARLESTON SC 29417 17011 GRANTEE WILD ANIMALS WORLDWIDE 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 9319 GRANTEE WINDWOOD FAMILY SERVICES 4857 WINDWOOD FARM ROAD AWENDAW SC 294295951 11333 GRANTEE WINGS FOR KIDS INC 476 MEETING ST STE E CHARLESTON SC 294034841 143477 GRANTEE WOMEN CHILDREN & FAMILY SERVICE CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRCLE SUITE 340 LARKSPUR CA 94939 11495 GRANTEE WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 56481 GRANTEE 99 PART I, LINE 2: 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. 1 X X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT 178600 0 23922 0 3981 0 58151 0 27703 0 292357 0 0 0 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.