2012-10-29T07:02:46-05:00 2012-06-30 271780668 HUBBARD DAVIS CPAS LLP 990 LAKE HUNTER CIRCLE STE 207 MOUNT PLEASANT SC 29464 990 2011-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 CHRIS KERRIGAN 8437409000 2012-10-29 1 ZOE DAVIS P01057590 8438813315 2012-10-08 2011 2016-02-24 21:20:13Z CHRIS KERRIGAN PO BOX 63305 NORTH CHARLESTON SC 294193305 11916937 0 X WWW.TUW.ORG X 1944 SC TUW SERVES THE COMMUNITY THROUGH COMMUNITY INVESTMENTS, HEALTH, EDUCATION, FINANCIAL STABILITY, AND CONNECTING THE COMMUNITY PROGRAMS. 44 44 96 10817 0 0 10700107 11414976 211983 19247 315926 299603 19433 -6838 11247449 11726988 2252598 2551504 0 0 3022184 3381061 0 0 1249441 5258504 5379871 10533286 11312436 714163 414552 16727167 17101668 983461 1108520 15743706 15993148 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 4474931 4474931 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 THIS YEAR TO RE-FOCUS 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 BY 25%, ALL BY 2020-FORM THE BEDROCK OF TUW WORK GOING FORWARD. TRIDENT UNITED WAY HAS AN UNWAVERING COMMITMENT TO TWO PRINCIPLES THAT UNDERLIE ALL COMMUNITY INVESTMENTS: FISCAL RESPONSIBILITY AND MEASURABLE RESULTS. VOLUNTEERS ARE TRAINED BY STAFF TO INVEST COMMUNITY DOLLARS IN PROGRAMS THAT MEASURABLY IMPROVE PEOPLES LIVES. 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. 1283698 1283698 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 MORE THAN 50,000 CALLERS IN 2011. MOST OF THE CALLS ARE FOR HELP WITH BASIC NEEDS, BUT 2-1-1 ALSO ANSWERS CALLS ABOUT CHILD ABUSE, SUICIDE AND OTHER CRISIS. THE VOLUNTEER ASPECT OF 2-1-1 HOTLINE WORK STARTS WITH TRIDENT UNITED WAY DAY OF CARING, CONSISTENTLY THE LARGEST DAY OF CARING IN THE NATION. IN 2011, 8,000 PEOPLE VOLUNTEERED ON SEPT. 9 AT 400 PROJECTS AROUND THE THREE COUNTIES. THAT OUTPOURING OF SUPPORT IS WORTH $1 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 ALSO ORGANIZES TRI-COUNTY YOUTH SERVICE DAY, A DAY OF CARING FOR TEENS, IN APRIL. ROUGHLY 2,700 YOUTH PARTICIPATED IN 2011. 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) ALREADY COMPRISES 40 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. 584407 584407 EDUCATIONTRIDENT UNITED WAY 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 NEARLY $1 MILLION IN ITS INNOVATIVE LINKS TO SUCCESS, A RESEARCH-BACKED SCHOOL-BASED ACADEMIC SUCCESS INITIATIVE THAT BRINGS ACADEMIC AND NON-ACADEMIC PROGRAMS INTO LOW-PERFORMING SCHOOLS. 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 HELPS THOUSANDS OF FAMILIES FIND THE CHILD CARE THAT IS RIGHT FOR THEM AND WORKS WITH CHILD CARE PROVIDERS TO IMPROVE THE QUALITY OF THEIR SERVICES. 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 CRITTENTON RESIDENTIAL PROGRAM IMPROVED BOTH THEIR MATH AND READING SCORES. ALL OF THE WOMEN IN MUSC FAMILY LITERACY PROGRAM INCREASED THE AMOUNT OF TIME THEY SPENT READING WITH THEIR BABIES. 3167815 5383592 3167815 5383592 9510851 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 0 1 4 0 96 1 0 0 0 0 0 0 0 0 X 44 44 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 2.00 X 0 0 0 LONNIE CARTER 6.00 X 0 0 0 GIFF DAUGHTRIDGE 2.00 X 0 0 0 DAN DAVIS 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 WILLIAM HAWKINS 2.00 X 0 0 0 F KIN HILL 2.00 X 0 0 0 BRUCE W HOFFMAN 5.00 X X 0 0 0 DON E KASSING 5.00 X X 0 0 0 DAVID MACK 2.00 X 0 0 0 NANCY J MCGINLEY 2.00 X 0 0 0 LISA MITCHELL 2.00 X 0 0 0 LISA MONTGOMERY 2.00 X 0 0 0 WILLIAM A MOODY 5.00 X X 0 0 0 GENE OSWALT 2.00 X 0 0 0 CHARLES PATRICK 2.00 X 0 0 0 JOHN RUSS 5.00 X X 0 0 0 KENNETH SEEGER 2.00 X 0 0 0 JASON WARD 2.00 X 0 0 0 ROBERT WHITTEN 2.00 X 0 0 0 PATRICIA WILSON 2.00 X 0 0 0 CLARENCE WRIGHT 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 2.00 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 LOUISE WELCH-WILLIAMS 2.00 X 0 0 0 PETER WERTIMER 2.00 X 0 0 0 CHRIS KERRIGAN 50.00 X X 190517 0 77443 BONNIE BELLA 50.00 X 107883 0 19782 DAVID NICOLE 50.00 X 101818 0 19560 400218 0 116785 3 0 1 0 CIS CHARLESTON 1090 EAST MONTAGUE AVE CHARLESTON SC 29403 EDUCATION LINKS TO SUCCESS 363889 LOWCOUNTRY FOOD BANK 2864 AZALEA DRIVE CHARLESTON SC 29405 PROGRAM SERVICES 339918 AMERICAN RED CROSS CAROLINA LOWCOUNTRY 8085 RIVERS AVE SUTIE F NORTH CHARLESTON SC 29406 PROGRAM SERVICES 293823 BLUECHOICE HEALTH PLAN OF SOUTH CAROLINA PO BOX 6000 COLUMBIA SC 29260 MEDICAL PREMIUMS 251577 COMMUNITY HEALTH CHARITIES 200 N GLEBE RD SUITE 801 ARLINGTON VA 22203 PROGRAM SERVICES 245718 5 848482 10566494 11414976 PROGRAM SERVICE FEES 519100 19247 19247 19247 260884 260884 183111 189949 -6838 -6838 -6838 38719 0 38719 38719 38719 11726988 312012 0 0 2551504 2551504 261049 156629 26105 78315 2313005 1665364 138780 508861 282777 203599 16967 62211 328487 236511 19709 72267 195743 140935 11745 43063 62650 37590 6265 18795 498262 257434 117539 123289 117515 61136 56379 148579 80734 18354 49491 251391 126972 105231 19188 70231 43565 5734 20932 264053 157629 28273 78151 83017 54671 9866 18480 28848 10329 15027 3492 ALLOCATIONS 3712281 3712281 UW NATIONAL FEES 157340 96731 15435 45174 PRINTING 126068 70790 5723 49555 MISCELLANEOUS 37480 36396 4320 -3236 -177844 -189949 7071 5034 11312436 9510851 552144 1249441 3196325 2421135 670231 942879 3899188 4126226 71689 52921 22814 127106 2655329 672169 1603602 1983160 7263318 7448241 16727167 17101668 983461 1108520 983461 1108520 X 10014026 10217305 5170074 5250137 559606 525706 15743706 15993148 16727167 17101668 X 414552 -165110 X 0 1 1 X 0 X 10324337 10252152 10405783 10912090 11434223 53328585 10324337 10252152 10405783 10912090 11434223 53328585 53328585 268802 376461 299756 315926 299603 1560548 23532 5358 -47377 19433 -6838 -5892 54883241 0.97170 0.96180 X 559606 -2772 -31128 525706 467528 20562 102707 -31191 559606 616784 82032 -3220 -12000 -216068 467528 0 0 490000 490000 1908959 595071 1313888 227206 73696 153510 29164 3402 25762 1983160 11726988 11312436 414552 -165110 -165110 249442 9137673 -165110 189949 24839 9112834 62650 2551504 2614154 11726988 8888231 189949 189949 8698282 62650 2551504 2614154 11312436 THE $189,949 IS COMMERICAL RENTAL EXPENSES. 1 TUW AND CFC DONOR DESIGNATIONS PO BOX 63305 NORTH CHARLESTON SC 29419 2551504 TUW AND CFC DONOR DESIGNATIONS FROM ANNUAL CAMPAIGN TUW - BOARD DIRECTED ALLOCATIONS TO OTHER NOT-FOR-PROFITS PO BOX 63305 NORTH CHARLESTON SC 29419 3712281 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 173687 0 16830 0 0 0 35000 0 42443 0 267960 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -165110.