2014-10-29T06:53:11-05:00 2014-06-30 271780668 HUBBARD DAVIS CPAS LLP 990 LAKE HUNTER CIRCLE STE 207 MOUNT PLEASANT SC 29464 990 2013-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 CHRIS KERRIGAN PRESIDENT 8437409000 2014-10-29 1 ZOE DAVIS P01057590 8438813315 2014-10-20 2013 2016-02-25 16:41:14Z CHRIS KERRIGAN PO BOX 63305 NORTH CHARLESTON SC 294193305 11232364 0 X WWW.TUW.ORG X 1944 SC TUW SERVES THE COMMUNITY THROUGH COMMUNITY INVESTMENTS, HEALTH, EDUCATION, FINANCIAL STABILITY, AND CONNECTING THE COMMUNITY PROGRAMS. 42 42 100 9586 0 0 12237210 10415398 21200 5040 506442 641233 78059 72065 12842911 11133736 2696077 5976950 0 0 3479859 3103115 0 0 1279772 5606621 1725017 11782557 10805082 1060354 328654 18394937 18886076 1316769 938329 17078168 17947747 X TRIDENT UNITED WAY (THE ORGANIZATION) ESTABLISHES A COMMUNITY STRATEGY AND IMPLEMENTS SOCIAL SERVICES AGENDA IN FIVE (5) PROGRAM AREAS: COMMUNITY INVESTMENTS,HEALTH, EDUCATION, FINANCIAL STABILITY, AND CONNECTING THE COMMUNITY. IN ADDITION, FINANCIAL SUPPORT TO PROGRAMS PROVIDING HEALTH AND HUMAN SERVICES DIRECTLY ALIGNED TO THE AGENDA ARE DISTRIBUTED THROUGH THE COMMUNITY INVESTMENTS PROCESS. THE ORGANIZATION IS SUPPORTED PRIMARILY THROUGH AN ANNUAL CAMPAIGN WITH LOCAL EMPLOYERS, INDIVIDUALS, FEDERAL AND STATE GRANTS, FEES FOR SERVICES, AND THE OTHER UNITED WAY ORGANIZATIONS. 0 0 4484322 3590212 4484322 COMMUNITY INVESTMENTCOMMUNITY INVESTMENT IS THE PROCESS BY WHICH TRIDENT UNITED WAY, GUIDED BY HUNDREDS OF VOLUNTEERS, DETERMINES HOW BEST TO INVEST THE FINANCIAL RESOURCES CONTRIBUTED BY DONORS IN PROGRAMS THAT HELP PEOPLE IN NEED IN THE TRI-COUNTY COMMUNITY. TRIDENT UNITED WAY IS FOCUSED ON THE ISSUES OF EDUCATION, FINANCIAL STABILITY AND HEALTH. HEALTHY CHILDREN FROM FINANCIALLY STABLE FAMILIES ARE MORE LIKELY TO SUCCEED IN SCHOOL, WHICH LEADS TO BETTER JOBS, MORE FINANCIAL RESOURCES AND INCREASED ACCESS TO QUALITY HEALTHCARE. HUNDREDS OF VOLUNTEERS AND PARTNER ORGANIZATIONS FROM THROUGHOUT BERKELEY, CHARLESTON AND DORCHESTER COUNTIES WORKED WITH TRIDENT UNITED WAY ON OUR EFFORTS AROUND BROAD COMMUNITY GOALS. THESE GOALS - TO INCREASE THE GRADUATION RATE FROM 70% TO 88%, REDUCE THE NUMBER OF PEOPLE AT OR BELOW POVERTY BY 30% AND INCREASE THE NUMBER OF PEOPLE LIVING HEALTHY LIFESTYLES AND AVOIDING CHRONIC DISEASES BY 25%, ALL BY 2020 - FORM THE BEDROCK OF TUW'S WORK. TRIDENT UNITED WAY HAS AN UNWAVERING COMMITMENT TO THREE PRINCIPLES THAT UNDERLIE ALL COMMUNITY INVESTMENTS: FISCAL RESPONSIBILITY, MEASURABLE RESULTS AND ALIGNMENT. VOLUNTEERS ARE TRAINED BY STAFF TO INVEST COMMUNITY DOLLARS IN PROGRAMS THAT MEASURABLY IMPROVE PEOPLE'S LIVES AND ALIGN WITH TUW PRIORITIES. TRIDENT UNITED WAY INVESTS ABOUT $7 MILLION IN PROGRAMS MEASURABLY HELPING PEOPLE IN NEED IN OUR COMMUNITY. THE ORGANIZATION ALSO FORWARDS ROUGHLY $2.6 MILLION IN GIFTS DESIGNATED BY DONORS TO OTHER ORGANIZATIONS. 1152120 CONNECTING THE COMMUNITYTRIDENT UNITED WAY INFORMS AND MOBILIZES THE COMMUNITY, WITH PARTICULAR EMPHASIS ON VOLUNTEERISM IN THE TRI-COUNTY REGION. THE CONNECTING THE COMMUNITY PROGRAM AREA IS ANCHORED BY 2-1-1 HOTLINE, WHICH ALLOWS RESIDENTS OF THE LOWCOUNTRY TO GET OR GIVE HELP 24-HOURS-A-DAY. EMPLOYING THE STATE'S MOST COMPREHENSIVE AND UP-TO-DATE DATABASE OF COMMUNITY RESOURCES, 2-1-1 HOTLINE IS FREE AND CONFIDENTIAL,AND SERVED ABOUT 50,000 CALLERS IN 2013. MOST OF THE CALLS ARE FOR HELP WITH BASIC NEEDS, BUT 2-1-1 ALSO ANSWERS CALLS ABOUT CHILD ABUSE, SUICIDE AND OTHER CRISES. IN 2012, TRIDENT UNITED WAY INITIATED 2-1-1 HOTLINE CHAT, WHEREBY PEOPLE IN NEED COULD COMMUNICATE VIA PHONE OR COMPUTER. THE VOLUNTEER ASPECT OF 2-1-1 HOTLINE'S WORK STARTS WITH TRIDENT UNITED WAY'S DAY OF CARING, CONSISTENTLY ONE OF THE LARGEST DAYS OF CARING IN THE NATION. IN 2013, 9,000 PEOPLE VOLUNTEERED IN EARLY SEPTEMBER AT 400 PROJECTS THROUGHOUT THE THREE-COUNTY AREA. THAT OUTPOURING OF SUPPORT IS WORTH $1.7 MILLION IN LABOR AND SUPPLIES AND HAS BEEN DOCUMENTED TO INCITE FURTHER VOLUNTEERISM THROUGHOUT THE YEAR BY BOTH COMPANIES AND INDIVIDUALS. THOSE INTERESTED IN OTHER VOLUNTEER OPPORTUNITIES CAN DIAL 2-1-1, SEARCH ONLINE, OR CONSULT THE GO VOLUNTEER GUIDE, A COMPREHENSIVE VOLUNTEER OPPORTUNITY COMPENDIUM PUBLISHED ANNUALLY BY TUW. TRIDENT UNITED WAY CORPORATE VOLUNTEER COUNCIL (CVC) COMPRISES 50 COMPANY REPRESENTATIVES AND BOASTS A NATIONAL AWARD FROM THE POINTS OF LIGHT FOUNDATION. CVC IS A ROBUST EFFORT TO HELP LOCAL COMPANIES MAKE COMMUNITY SERVICE PART OF THEIR CORPORATE CULTURE. 573980 EDUCATIONTRIDENT UNITED WAY'S EDUCATION INITIATIVES ARE AIMED AT HELPING YOUNG CHILDREN PREPARE TO SUCCEED IN SCHOOL AND GRADUATE HIGH SCHOOL. THESE GOALS ARE THE FIRST STEP IN BECOMING HEALTHY, HAPPY AND PRODUCTIVE CITIZENS. TRIDENT UNITED WAY INVESTED $2.18 MILLION IN EDUCATION PROGRAMS, INCLUDING $1.43 MILLION IN ITS INNOVATIVE LINKS TO SUCCESS, A RESEARCH-SUPPORTED INITIATIVE IN WHICH PARTNERING AGENCIES AND SCHOOLS INTEGRATE THEIR WORK AROUND A COMMON AGENDA AND SHARED METRICS. THE INITIATIVE HAS PRODUCED IMPRESSIVE RESULTS - 87% OF THE CHILDREN IN THE PROGRAMS HAVE IMPROVED THEIR READING TEST SCORES AND 83% IMPROVED THEIR MATH TEST SCORES - BECAUSE MULTIPLE PARTNER ORGANIZATIONS WORK CLOSELY WITH THE SCHOOLS THEMSELVES TO DELIVER SPECIFIC SERVICES DIRECTLY TO AT-RISK CHILDREN. OUR PARTNERS ACHIEVED NOTABLE QUANTIFIABLE RESULTS. AT THE BIG BROTHERS BIG SISTERS PROGRAM, OPERATED BY CAROLINA YOUTH DEVELOPMENT CENTER, 73% OF AT-RISK "LITTLES" ABSTAINED FROM ANTI-SOCIAL BEHAVIOR. NEARLY ALL OF THE GIRLS AT FLORENCE CRITTENTON'S RESIDENTIAL PROGRAM IMPROVED BOTH THEIR MATH AND READING SCORES. ALL OF THE WOMEN IN MUSC'S FAMILY LITERACY PROGRAM INCREASED THE AMOUNT OF TIME THEY SPENT READING WITH THEIR BABIES. 3035854 2386738 3035854 2386738 9246276 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 100 1 0 0 0 0 0 0 0 0 X 42 42 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X MARK CARMICHAEL 8437409000 P O BOX 63305 NORTH CHARLESTON SC 29419 NELLA G BARKLEY DIRECTOR 2.00 X 0 0 0 CINDY BRAMS FINANCE CHAIR 5.00 X X 0 0 0 GIFF DAUGHTRIDGE DIRECTOR 2.00 X 0 0 0 WILLIAM BROWN III DIRECTOR 2.00 X 0 0 0 TODD GALLAIT BOARD CHAIR 5.00 X X 0 0 0 JAMES W GRAY DIRECTOR 2.00 X 0 0 0 BRUCE W HOFFMAN DIRECTOR 2.00 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 DIRECTOR 2.00 X 0 0 0 CLINTON LUCAS 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 PATRICIA WILSON DIRECTOR 2.00 X 0 0 0 WILLIS PUGH DIRECTOR 2.00 X 0 0 0 LT GEN JOHN ROSA DIRECTOR 2.00 X 0 0 0 CINDI SOLOMON 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 JERRY L GOOD DIRECTOR 2.00 X 0 0 0 WAYNE HALL CAMPAIGN CHAIR 2.00 X X 0 0 0 HUGH C LANE JR DIRECTOR 2.00 X 0 0 0 EDWARD E LEGASEY COMMUNITY IMPACT CHAIR 5.00 X X 0 0 0 ANNE K SURRETT DIRECTOR 2.00 X 0 0 0 JACK JONES DIRECTOR 2.00 X 0 0 0 ELIZABETH SAAL DIRECTOR 2.00 X 0 0 0 MATTHEW J SEVERANCE DIRECTOR 2.00 X 0 0 0 MIKE ROUSSEAU DIRECTOR 2.00 X 0 0 0 MARY THORNLEY DIRECTOR 2.00 X 0 0 0 PETER WERTIMER DIRECTOR 2.00 X 0 0 0 CHARLES PATRICK JR IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 EDWARD A ROSE III DIRECTOR 2.00 X 0 0 0 PJ BROWNING DIRECTOR 2.00 X 0 0 0 BEN K DEWOLF DIRECTOR 2.00 X 0 0 0 ROBERT F FEI DIRECTOR 2.00 X 0 0 0 RICHARD FLETCHER DIRECTOR 2.00 X 0 0 0 TIMOTHY THOMAS 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 CHRISTOPHER KERRIGAN PRESIDENT 50.00 X 215683 0 71542 BONNIE BELLA SENIOR VP OF COMMUNITY IMPACT 50.00 X 114194 0 14833 329877 0 86375 2 0 1 0 CIS CHARLESTON 1090 EAST MONTAGUE AVE CHARLESTON SC 29403 EDUCATION LINKS TO SUCCESS 503600 LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON SC 29405 PROGRAM SERVICES 323538 BLUECHOICE HEALTH PLAN OF SOUTH CAROLINA PO BOX 6000 COLUMBIA SC 29260 MEDICAL PREMIUMS 266923 CRISIS MINISTRIES 573 MEETING ST CHARLESTON SC 29403 PROGRAM SERVICES 196352 TRICOUNTY FAMILY MINISTRIES 3349 RIVERS AVE N CHARLESTON SC 29405 PROGRAM SERVICES 183958 5 403802 10011596 10415398 PROGRAM SERVICE FEES 519100 5040 5040 5040 232714 232714 167881 98628 69253 69253 69253 408519 0 408519 408519 408519 MISCELLANEOUS 519100 2812 2812 2812 11133736 718338 0 0 5976950 5976950 306318 207423 21012 77883 2108285 1427621 144622 536042 191775 129860 13155 48760 313003 211949 21471 79583 183734 124415 12604 46715 69176 69176 622070 397077 43663 181330 96597 94595 150 1852 79424 50756 3836 24832 106877 55069 32150 19658 59126 37307 2265 19554 160364 115919 3039 41406 144314 80096 35669 28549 36688 24792 2299 9597 UW NATIONAL, STATE, OTH 216408 125280 17206 73922 PRINTING 100048 44349 2032 53667 TELEPHONE 37514 28062 3839 5613 REPAIRS AND MAINTENANCE 30816 15160 10322 5334 -34405 30420 -90300 25475 10805082 9246276 279034 1279772 2276381 2309677 854137 818811 4705685 4314640 46970 31885 133526 133813 2798319 926226 1984973 1872093 8393265 9405157 18394937 18886076 1308649 938329 8120 1316769 938329 X 11445614 13157066 5079941 4171272 552613 619409 17078168 17947747 18394937 18886076 328654 540925 0 X 0 1 X 1 0 X 10405783 10912090 11434223 12258410 10420438 55430944 10405783 10912090 11434223 12258410 10420438 55430944 55430944 299756 315926 299603 506442 641233 2062960 -47377 19433 -6838 78059 72065 115342 57609246 0.96220 0.96770 X 552613 97796 -31000 619409 525706 54707 -27800 552613 559606 -2772 -31128 525706 467528 20562 102707 -31191 559606 616784 82032 -3220 -12000 -216068 467528 0 0 490000 490000 2014677 766385 1248292 264642 157424 107218 29000 2417 26583 1872093 9317375 540925 98628 639553 8677822 69176 2386738 2455914 11133736 8447796 98628 98628 8349168 69176 2386738 2455914 10805082 PART XI, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 98,628. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 2,386,738. PART XII, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 98,628. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATE FUNDS 2,386,738. 1 TUW AND CFC DONOR DESIGNATIONS PO BOX 63305 NORTH CHARLESTON SC 29419 2386738 TUW AND CFC DONOR DESIGNATIONS FROM ANNUAL CAMPAIGN TUW - BOARD DIRECTED ALLOCATIONS TO OTHER NOT-FOR-PROFITS PO BOX 63305 NORTH CHARLESTON SC 29419 3590212 COMMUNITY INVESTMENTS FROM TUW - SELECTED BY A COMMITTEE OF COMMUNITY LEADERS AND MONITORED BY TUW. PART I, LINE 2: DONOR DESIGNATIONS AND THERE IS A COMMUNITY INVESTMENT COMMITTEE MADE UP OF COMMUNITY LEADERS THAT SELECT GRANT RECIPIENTS BASED ON APPLICATIONS AND PROGRAM MONITORING. 1 X X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER KERRIGAN PRESIDENT 198173 0 17510 0 0 0 28914 0 42628 0 287225 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE AND THE VP OF FINANCE 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 15A THE BOARD OF DIRECTOR EXECUTIVE COMMITTEE HAS STAFF PROVIDE A SALARY COMPARISON TO OTHER UNITED WAYS. NATIONAL PROVIDES SIGNIFICANT INFORMATION. FORM 990, PART VI, SECTION C, LINE 18 POLICIES AND PROCEDURES ARE AVAILABLE TO THE PUBLIC ON THE NATIONAL WEBSITE AND FINANCIAL INFORMATION IS AVAILABLE THROUGH GUIDESTAR.ORG WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 POLICIES AND PROCEDURES ARE AVAILABLE TO THE PUBLIC ON THE NATIONAL WEBSITE AND FINANCIAL INFORMATION IS AVAILABLE THROUGH GUIDESTAR.ORG WEBSITE.