2013-10-23T12:30:07-05:00 2013-06-30 271780668 HUBBARD DAVIS CPAS LLP 990 LAKE HUNTER CIRCLE STE 207 MOUNT PLEASANT SC 29464 990 2012-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 CHRIS KERRIGAN 8437409000 2013-10-23 1 ZOE DAVIS P01057590 8438813315 2013-10-03 2012 2016-02-24 21:20:13Z CHRIS KERRIGAN PO BOX 63305 NORTH CHARLESTON SC 294193305 12966288 0 X WWW.TUW.ORG X 1944 SC TUW SERVES THE COMMUNITY THROUGH COMMUNITY INVESTMENTS, HEALTH, EDUCATION, FINANCIAL STABILITY, AND CONNECTING THE COMMUNITY PROGRAMS. 46 46 104 10490 0 0 11414976 12237210 19247 21200 299603 506442 -6838 78059 11726988 12842911 2551504 2696077 0 0 3381061 3479859 0 0 1318731 5379871 5606621 11312436 11782557 414552 1060354 17101668 18394937 1108520 1316769 15993148 17078168 X TRIDENT UNITED WAY (THE ORGANIZATION) ESTABLISHES A COMMUNITY STRATEGY AND IMPLEMENTS SOCIAL SERVICES AGENDA IN FOUR (4) PROGRAM AREAS: 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 4499342 4499342 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. THESE ARE THE BUILDING BLOCKS OF A GOOD LIFE - A QUALITY EDUCATION THAT LEADS TO A STABLE JOB THAT PROVIDES ENOUGH INCOME TO RAISE A FAMILY AND MAINTAIN GOOD HEALTH. 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 NEAR POVERTY BY 30% AND BOOST THE NUMBER OF PEOPLE LIVING HEALTHY LIFESTYLES AND AVOIDING CHRONIC DISEASES BY 25%, ALL BY 2020 FORM THE BEDROCK OF TRIDENT UNITED WAYS 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 PEOPLES LIVES AND ALIGN WITH TRIDENT UNITED WAY PRIORITIES.TRIDENT UNITED WAY INVESTS ABOUT $6 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. 1251244 1251244 CONNECTING THE COMMUNITYTRIDENT UNITED WAY CREATES SYSTEMS TO INFORM AND MOBILIZE THE COMMUNITY, WITH PARTICULAR EMPHASIS ON PROMOTING 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 STATES 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 2012. 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 COMPUTER. MOST OF THESE CALLS WERE SUICIDE RELATED.THE VOLUNTEER ASPECT OF 2-1-1 HOTLINES WORK STARTS WITH TRIDENT UNITED WAYS DAY OF CARING, CONSISTENTLY ONE OF THE LARGEST DAY OF CARING IN THE NATION. IN 2012, 8,500 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 TRIDENT UNITED WAY. TRIDENT UNITED WAY ALSO ORGANIZES TRI-COUNTY YOUTH SERVICE DAY, A DAY OF CARING FOR TEENS, IN APRIL. ALMOST 4,000 YOUTH PARTICIPATED IN 2012. RESEARCH SHOWS THAT CHILDREN WHO VOLUNTEER IN THEIR COMMUNITY ARE SIGNIFICANTLY MORE LIKELY TO CONTINUE VOLUNTEERING INTO ADULTHOOD. 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. 614782 614782 EDUCATIONTRIDENT UNITED WAYS EDUCATION INITIATIVES ARE AIMED AT HELPING YOUNG CHILDREN PREPARE TO SUCCEED IN SCHOOL AND GRADUATE HIGH SCHOOL. THESE TWIN GOALS ARE THE FIRST STEP IN BECOMING HEALTHY, HAPPY AND PRODUCTIVE CITIZENS. TRIDENT UNITED WAY INVESTED $2.2 MILLION IN EDUCATION PROGRAMS, INCLUDING $1.4 MILLION IN ITS INNOVATIVE LINKS TO SUCCESS, A RESEARCH-SUPPORTED ACADEMIC SUCCESS INITIATIVE BUILT ON THE COLLECTIVE IMPACT MODEL 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. A SPECIAL SERVICE PROVIDED BY TRIDENT UNITED WAY FOR THE LAST DECADE IS CHILD CARE RESOURCE & REFERRAL (CCR&R), WHICH WORKS WITH CHILD CARE PROVIDERS TO IMPROVE THE QUALITY OF THEIR SERVICES AND HELPS THOUSANDS OF FAMILIES FIND THE CHILD CARE THATS RIGHT FOR THEM. CCR&R HAS HELPED LOCAL CHILD CARE PROVIDERS EARN NATIONAL ACCREDITATION.OUR PARTNERS ACHIEVED NOTABLE QUANTIFIABLE RESULTS. AT THE BIG BROTHER 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 CRITTENTONS RESIDENTIAL PROGRAM IMPROVED BOTH THEIR MATH AND READING SCORES. ALL OF THE WOMEN IN MUSCS FAMILY LITERACY PROGRAM INCREASED THE AMOUNT OF TIME THEY SPENT READING WITH THEIR BABIES. 3745987 6477543 3745987 6477543 10111355 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 2 0 104 1 0 0 0 0 0 0 0 0 X 46 46 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 2.00 X 0 0 0 CINDY BRAMS 5.00 X X 0 0 0 GIFF DAUGHTRIDGE 2.00 X 0 0 0 CAROL FISHMAN 2.00 X 0 0 0 TODD GALLATI 2.00 X 0 0 0 JAMES W GRAY 2.00 X 0 0 0 BRUCE W HOFFMAN 2.00 X X 0 0 0 DON E KASSING 5.00 X X 0 0 0 NANCY J MCGINLEY 2.00 X 0 0 0 LISA MITCHELL 2.00 X 0 0 0 GENE OSWALT 2.00 X 0 0 0 KENNETH SEEGER 2.00 X 0 0 0 JASON WARD 2.00 X 0 0 0 PATRICIA WILSON 2.00 X 0 0 0 ANITA ZUCKER 2.00 X 0 0 0 WILLIAM A FINN 2.00 X 0 0 0 CAPTAIN THOMAS W BAILEY 2.00 X 0 0 0 MARK FITTS 2.00 X 0 0 0 JERRY L GOOD 2.00 X 0 0 0 WAYNE HALL 2.00 X 0 0 0 HUGH C LANE JR 2.00 X 0 0 0 EDWARD E LEGASEY 5.00 X X 0 0 0 FRANCIS JOHNSON 2.00 X 0 0 0 JACK JONES 2.00 X 0 0 0 ELIZABETH SAAL 2.00 X 0 0 0 MATTHEW J SEVERANCE 2.00 X 0 0 0 RICHARD PIERCE 2.00 X 0 0 0 ANNE K SURRETT 2.00 X 0 0 0 MIKE ROUSSEAU 2.00 X 0 0 0 MARY THORNLEY 2.00 X 0 0 0 BILL WATSON 2.00 X 0 0 0 PETER WERTIMER 2.00 X 0 0 0 CHARLES PATRICK JR 5.00 X X 0 0 0 EDWARD A ROSE III 5.00 X 0 0 0 PJ BROWNING 2.00 X 0 0 0 BEN K DEWOLF 2.00 X 0 0 0 ROBERT F FEI 2.00 X 0 0 0 RICHARD FLETCHER 2.00 X 0 0 0 RAYMOND S GREENBURG MD 2.00 X 0 0 0 FLEETWOOD S HASSELL 2.00 X 0 0 0 CAROLYN HUNTER 2.00 X 0 0 0 CHIEF GREGORY G MULLEN 2.00 X 0 0 0 JAMES I NEWSOME III 2.00 X 0 0 0 KRISTEN L OLSON 2.00 X 0 0 0 TIMOTHY THOMAS 2.00 X 0 0 0 ELIZABETH H WARNER 2.00 X 0 0 0 CHRIS KERRIGAN 50.00 X X 194326 0 77011 BONNIE BELLA 50.00 X 110133 0 20769 304459 0 97780 2 0 1 0 CIS CHARLESTON 1090 EAST MONTAGUE AVE CHARLESTON SC 29403 EDUCATION LINKS TO SUCCESS 581449 LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON SC 29405 PROGRAM SERVICES 371247 BLUECHOICE HEALTH PLAN OF SOUTH CAROLINA PO BOX 6000 COLUMBIA SC 29260 MEDICAL PREMIUMS 304546 CRISIS MINISTRIES 573 MEETING ST CHARLESTON SC 29403 PROGRAM SERVICES 218629 TRICOUNTY FAMILY MINISTRIES 3349 RIVERS AVE N CHARLESTON SC 29405 PROGRAM SERVICES 205000 5 977135 11260075 12237210 PROGRAM SERVICE FEES 519100 21200 21200 21200 229136 229136 201436 123377 78059 78059 78059 277306 0 277306 277306 277306 12842911 605701 0 0 2696077 2696077 271337 195363 10853 65121 2399077 1736583 100523 561971 266049 191555 13302 61192 339994 244796 17000 78198 203402 146449 10170 46783 64672 64672 565377 331827 51142 182408 102633 101761 284 588 133445 74576 4980 53889 251272 163538 68715 19019 61001 33235 4778 22988 243332 151544 17733 74055 165846 118271 22833 24742 28410 13795 10609 4006 ALLOCATIONS 3756753 3756753 UW NATIONAL FEES 221676 126483 8123 87070 PRINTING 110801 77162 6582 27057 MISCELLANEOUS 16020 4140 5835 6045 -114617 -117225 -991 3599 11782557 10111355 352471 1318731 2421135 2276381 942879 854137 4126226 4705685 52921 46970 127106 133526 2822988 838015 1983160 1984973 7448241 8393265 17101668 18394937 1108520 1308649 8120 1108520 1316769 X 10217305 11445614 5250137 5079941 525706 552613 15993148 17078168 17101668 18394937 X 1060354 140916 -116250 X 0 1 X 1 0 X 10252152 10405783 10912090 11434223 12258410 55262658 10252152 10405783 10912090 11434223 12258410 55262658 55262658 376461 299756 315926 299603 506442 1798188 5358 -47377 19433 -6838 78059 48635 57109481 0.96770 0.97170 X 525706 54707 -27800 552613 559606 -2772 -31128 525706 467528 20562 102707 -31191 559606 616784 82032 -3220 -12000 -216068 467528 0 0 490000 490000 2005213 677241 1327972 298611 151539 147072 29164 9235 19929 1984973 10346455 140916 123377 264293 10082162 64672 2696077 2760749 12842911 9145185 123377 123377 9021808 64672 2696077 2760749 11782557 PART XI, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED PART XII, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED THE $189,949 IS COMMERICAL RENTAL EXPENSES. 1 TUW AND CFC DONOR DESIGNATIONS PO BOX 63305 NORTH CHARLESTON SC 29419 2696077 TUW AND CFC DONOR DESIGNATIONS FROM ANNUAL CAMPAIGN TUW - BOARD DIRECTED ALLOCATIONS TO OTHER NOT-FOR-PROFITS PO BOX 63305 NORTH CHARLESTON SC 29419 3756753 COMMUNITY INVESTMENTS FROM TUW - SELECTED BY A COMMITTEE OF COMMUNITY LEADERS AND MONITORED BY TUW. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 CHRIS KERRIGAN 176816 0 17510 0 0 0 32958 0 44053 0 271337 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: RECLASSIFICATION OF DEFERRED REVENUE -116250.