TRIDENT UNITED WAY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TRIDENT UNITED WAY INC (EIN 57-0314378)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-08
- IRS object ID
- 202421299349300632
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T10:18:58-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824158464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1552 | AddressLine1Txt |
| City | MOUNT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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 | DAVID WASSERMAN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8437409000 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WASSERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZOE DAVIS | PreparerPersonNm |
| PTIN | P01057590 | PTIN |
| Phone | 8438813315 | PhoneNum |
| Preparation | 2024-04-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DJ HAMPTON | 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 | $6,435,679 | 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 | CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY & HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 45 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 3230 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,871,672 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,724,250 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $81,669 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $678,077 | PYInvestmentIncomeAmt |
| CY Investment Income | $447,072 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,558 | PYOtherRevenueAmt |
| CY Other Revenue | -$71,499 | CYOtherRevenueAmt |
| PY Total Revenue | $7,714,976 | PYTotalRevenueAmt |
| CY Total Revenue | $6,110,823 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,865,623 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $721,520 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,984,678 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,938,920 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,283,140 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,833,537 | PYOtherExpensesAmt |
| CY Other Expenses | $1,934,258 | CYOtherExpensesAmt |
| PY Total Expenses | $7,683,838 | PYTotalExpensesAmt |
| CY Total Expenses | $5,594,698 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,138 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $516,125 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,655,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,337,609 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,582,128 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,146,120 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,073,380 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,191,489 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $724,202 | ExpenseAmt |
| Grant | $113,248 | GrantAmt |
| Desc | COMMUNITY IMPACTTHE COMMUNITY IMPACT TEAM OF TRIDENT UNITED WAY WORKS TO STRENGTHEN OUR COMMUNITY BY TAKING AN INTEGRATIVE APPROACH WITH THREE KEY AREAS OF IMPACT: EDUCATION, FINANCIAL STABILITY AND HEALTH . TRIDENT UNITED WAY WORKS PROACTIVELY AND COLLABORATIVELY TO CREATE POSITIVE, LONG-LASTING CHANGE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES THROUGH COLLECTIVE IMPACT. TRIDENT UNITED WAY LEADS TWO COMMUNITY-WIDE NETWORKS, SUPPORTING LOCAL, SYSTEMS-LEVEL CHANGE THAT NO ONE ORGANIZATION CAN DO ALONE. THESE NETWORKS, THE SAFETYNET ASSISTANCE NETWORK AND HEALTHY TRI-COUNTY, EACH HAVE GOALS THAT ARE DETERMINED BY THE NETWORK THROUGH DATA AND AGENCY FEEDBACK. ADDITIONALLY, TRIDENT UNITED WAY'S GRANTS TO LOCAL NONPROFIT ORGANIZATIONS SEEK TO ALIGN WITH THE NETWORK PRIORITIES TO ENSURE CONTINUITY BETWEEN FUNDING AND OTHER TRIDENT UNITED WAY INITIATIVES AND AREAS OF FOCUS.TRIDENT UNITED WAY'S COMMUNITY CHANGE EFFORTS ARE SUPPORTED THROUGH HUNDREDS OF LOCAL WORKPLACE GIVING CAMPAIGNS, INDIVIDUAL GIVING, CORPORATE AND FOUNDATION GRANTS, FEDERAL AND STATE GRANTS AND FEES FOR SERVICE ACTIVITIES. MAJOR FUNDING INITIATIVES INCLUDED THE REOPENING OF THE COMMUNITY ENGAGEMENT GRANTS, ANNOUNCED ON JANUARY 5, 2023, WHICH AWARDED UP TO $3,500 FOR COMMUNITY OUTREACH ACTIVITIES TO 18 AGENCIES ACROSS BERKELEY, CHARLESTON AND DORCHESTER COUNTIES FOR A TOTAL GRANT POOL OF $50,000. THESE GRANTS WERE INTENDED TO SUPPLEMENT ONE-TIME OR EPISODIC COMMUNITY ENGAGEMENT EFFORTS IN THE TRI-COUNTY AREA, HELPING ORGANIZATIONS TO BUILD CAPACITY, STRENGTHEN PARTNERSHIPS AND IMPROVE SYSTEMS WITH OUTREACH EVENTS, VOLUNTEER ENGAGEMENT AND TRAININGS ALIGNED WITH TRIDENT UNITED WAY'S AREAS OF FOCUS IN EDUCATION, FINANCIAL STABILITY AND HEALTH.TRIDENT UNITED WAY'S BARRIERS TO EMPLOYMENT FUND PROVIDES COMMUNITY MEMBERS WITH TOOLS, SUPPLIES, FUNDS AND OTHER RESOURCES THAT MIGHT CREATE BARRIERS TO BEGINNING OR SUSTAINING EMPLOYMENT. EXAMPLES OF ITEMS PROVIDED TO INDIVIDUAL CLIENTS INCLUDE SHORT-TERM BUS PASSES, MEDICAL UNIFORMS AND STEEL-TOE BOOTS.ADDITIONAL FUNDING INITIATIVES INCLUDED A COMMUNITY GARDEN INITIATIVE, IN PARTNERSHIP WITH CLEMSON EXTENSION AND THE USDA, WHICH PROVIDED FUNDING TO THREE APPLICANT GROUPS TO BUILD GARDENS IN THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,019,033 | ExpenseAmt |
| Grant | $128,870 | GrantAmt |
| Desc | FINANCIAL STABILITYINITIATIVES THAT SUPPORT THE FINANCIAL STABILITY FRAMEWORK INCLUDE THE AMERICORPS FINANCIAL STABILITY PROJECT, RESOURCE CONNECTION CENTERS IN BERKELEY AND DORCHESTER COUNTIES, SC THRIVE-THRIVE HUB ONLINE APPLICATION TOOL , CHARITYTRACKER AND FOODSHARE BERKELEY COUNTY . THE INTEGRATION OF TWO IMPACT AREAS, BASIC NEEDS AND INCOME, INTO ONE BEGAN IN 2010 RESULTING IN A MODEL OF CHANGE - FINANCIAL STABILITY, 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. HIGHLIGHTS OF THE ACCOMPLISHMENTS FOR 2022-2023 INCLUDE THE FOLLOWING: 2-1-1 SERVICE: 2-1-1 IS A FREE, CONFIDENTIAL REFERRAL AND INFORMATION SERVICE THAT CONNECTS PEOPLE FROM ALL COMMUNITIES AND OF ALL AGES TO A COMMUNITY RESOURCE SPECIALIST WHO WILL HELP THEM FIND LOCAL HEALTH AND HUMAN SERVICES. THE CALL CENTER IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK TO SERVE CALLERS IN OVER 100 LANGUAGES VIA PHONE, TEXT OR ONLINE. 2-1-1 IS COMMITTED TO BEING AN ESSENTIAL RESOURCE TO ANYONE WHO NEEDS HELP. AN INFORMATION AND REFERRAL (I&R) SPECIALIST ASSESSES CALLERS' NEEDS AND HELPS THE CALLER DETERMINE OPTIONS AND BEST COURSE OF ACTION IN A NON-THREATENING, NON-JUDGMENTAL AND CONFIDENTIAL MANNER. ADDITIONALLY, I&R SPECIALISTS ARE TRAINED TO DETERMINE WHETHER A CALLER MAY BE ELIGIBLE FOR OTHER PROGRAMS, TO INTERVENE IN CRISIS SITUATIONS AND TO ADVOCATE ON BEHALF OF A CALLER WHO MAY NEED FURTHER ASSISTANCE. 2-1-1 IS A FREE SERVICE TO THE COMMUNITY. 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. HIGHLIGHTS OF SERVICES FOR THE 2022-2023 FISCAL YEAR INCLUDE 15,050 CALLS RECEIVED (TRI-COUNTY), 19,238 REFERRALS MADE (TRI-COUNTY) AND 283,431 WEBSITE VISITS (STATE-WIDE).BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS:THE BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS ARE A COLLABORATIVE PARTNERSHIP BETWEEN TRIDENT UNITED WAY AND OVER 10 LOCAL NONPROFIT PARTNERS. THE BERKELEY RESOURCE CONNECTION CENTER IS LOCATED AT 500 S LIVE OAK DR, MONCKS CORNER, SC 29461 AND THE DORCHESTER RESOURCE CONNECTION CENTER IS LOCATED AT 115 DEVON RD UNIT #14, SUMMERVILLE, SC 29483. SERVICES IN THE CENTERS ARE PROVIDED THROUGH A NETWORK OF COMMUNITY PARTNERS IN AN INTEGRATED SERVICE DELIVERY SYSTEM. PARTNERS LOCATED IN THE CENTERS INCLUDE DORCHESTER ADULT EDUCATION, SC WORKS, VOCATIONAL REHABILITATION, SALVATION ARMY, PALMETTO GOODWILL, PALMETTO CAP, SC THRIVE, ORIGIN SC, ACCESSHEALTH, LOWCOUNTRY FOOD BANK AND FOODSHARE BERKELEY COUNTY. THE CENTERS ARE SERVICE HUBS WHERE LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES HAVE ACCESS TO PROGRAMS AND RESOURCES SUCH AS EDUCATIONAL RESOURCES, BASIC NEEDS SUPPORT AND RESOURCES TO BECOME FINANCIALLY STABLE. THE RESOURCE CONNECTION CENTERS TAKE AN INTEGRATED APPROACH TO SERVICE DELIVERY, WHICH INCLUDES BUNDLING AND SEQUENCING OF SERVICES, LEADING TO LONG-LASTING FINANCIAL CHANGE FOR CLIENTS AND THEIR FAMILIES. THE CENTERS OPERATE USING A CONTINUUM FRAMEWORK THAT BEGINS WITH ADDRESSING BASIC NEEDS AND MOVES INDIVIDUALS ALONG A PATH TO ACHIEVE THE GOAL OF GAINING AND SUSTAINING ASSETS. SERVING INDIVIDUALS COLLABORATIVELY IS A SHARED DESIRE TO CREATE BETTER FINANCIAL OUTCOMES FOR INDIVIDUALS AND FAMILIES IN THE TRI-COUNTY AREA.THE RESOURCE CONNECTION CENTERS SERVED 7,427 INDIVIDUALS, PROVIDING 13,514 TOTAL SERVICES DURING THE 2022-2023 FISCAL YEAR. AMERICORPS FAMILY NAVIGATORS: THE TRIDENT UNITED WAY AMERICORPS PROGRAM HAS BEEN OPERATING FOR A DECADE WITH A GOAL OF BUILDING CAPACITY FOR COMMUNITY ORGANIZATIONS TO PROVIDE SERVICES THAT HELP INDIVIDUALS AND FAMILIES BECOME MORE FINANCIALLY STABLE. FURTHER, THE TRIDENT UNITED WAY AMERICORPS PROGRAM HAS DEVELOPED A REPUTATION IN THE TRI-COUNTY FOR PRODUCING HIGHLY QUALIFIED, TRAINED HUMAN SERVICES PROFESSIONALS. NOTABLE RESULTS INCLUDE :TRIDENT UNITED WAY'S SEVEN AMERICORPS MEMBERS CONNECTED 819 HOUSEHOLDS, INCLUDING 1,531 FAMILY MEMBERS, TO BASIC NEEDS AND CRISIS MITIGATION SERVICES. CHARITYTRACKER:CHARITYTRACKER IS A WEB-BASED TRACKING TOOL PROVIDED BY TRIDENT UNITED WAY TO TRI-COUNTY NONPROFIT PARTNERS AT NO CHARGE. IT IS USED BY TRIDENT UNITED WAY PARTNER ORGANIZATIONS INCLUDING GRANTEES, COMMUNITY PARTNERS AND FAITH-BASED ORGANIZATIONS TO TRACK AND SAFELY SHARE CONFIDENTIAL INFORMATION ON INDIVIDUALS RECEIVING FINANCIAL STABILITY AND OTHER HUMAN SERVICES. THE TOOL MITIGATES ISSUES RELATED TO TRANSPORTATION AND PROVIDES ACCOUNTABILITY FOR THOSE BEING SERVED, AS WELL AS AGENCIES AND PARTNERS WORKING COLLECTIVELY TO MOVE INDIVIDUALS INTO FINANCIAL STABILITY. A BULLETIN BOARD FEATURE ALLOWS PARTNERS TO POST SERVICES PROVIDED, SUCH AS CLASSES AND EVENTS, AND ALERTS ALLOW PARTNERS TO POST EMERGENCY NEEDS SO THAT RESOURCES CAN BE DISTRIBUTED QUICKLY AND EFFICIENTLY THROUGHOUT THE COMMUNITY. THE SYSTEM IS SECURE AND ONLY AGENCIES AND PARTNERS THAT COMPLETE A TRAINING CERTIFICATION CAN USE THE SYSTEM. 308 LOCAL NONPROFIT PARTNERS USED THE SYSTEM IN THE 2022-2023 FISCAL YEAR, PROVIDING 12,740 HOUSEHOLDS, COMPRISED OF 24,104 INDIVIDUALS, WITH 99,094 SERVICES. THE ESTIMATED VALUE OF THESE SERVICES WAS $1,263,092. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $73,430 | ExpenseAmt |
| Desc | EDUCATIONTRIDENT UNITED WAY SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO IMPROVE EDUCATIONAL OUTCOMES FOR ALL STUDENTS WITH A GOAL OF SUPPORTING ALL CHILDREN FROM BIRTH TO BE PREPARED FOR SCHOOL, MEET GRADE-LEVEL STANDARDS AND GRADUATE FROM HIGH SCHOOL PREPARED FOR EMPLOYMENT OR HIGHER EDUCATION.ADDITIONAL INITIATIVES INCLUDED THREE ANNUAL VOLUNTEER PROGRAMS: READ ACROSS AMERICA DAY, THE AFRICAN AMERICAN LEADERSHIP COUNCIL ANNUAL BOOK DRIVE AND THE YOUNG LEADERS UNITED ANNUAL SCHOOL SUPPLY DRIVE. AS THIS WAS A TRANSITIONAL YEAR FOR THE EDUCATION IMPACT AREA, OTHER PROGRAMS WERE PAUSED UNTIL THE FOLLOWING FISCAL YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,543,989 | ExpenseAmt |
| Grant | $479,402 | GrantAmt |
| Revenue | $4,561 | RevenueAmt |
| Desc | HEALTHTRIDENT UNITED WAY HAS PARTNERED WITH MUSC HEALTH, ROPER ST. FRANCIS HEALTHCARE AND FETTER HEALTHCARE TO CONTINUE TO SERVE AS THE BACKBONE ORGANIZATION FOR THE HEALTHY TRI-COUNTY NETWORK, A MULTI-SECTOR, REGIONAL COLLECTIVE IMPACT INITIATIVE WITH THE GOAL OF IMPROVING HEALTH OUTCOMES IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES IN SOUTH CAROLINA (WWW.HEALTHYTRICOUNTY.COM). THE LONG-TERM ASPIRATIONAL GOAL OF HEALTHY TRI-COUNTY IS TO IMPROVE THE HEALTH AND WELL-BEING OF EVERY PERSON AND COMMUNITY WITHIN THE TRI-COUNTY REGION. THE FOLLOWING ARE HIGHLIGHTS OF ACCOMPLISHMENTS: " FOOD PHARMACY PARTNERSHIPS IN THE TRI-COUNTY BROUGHT FRESH, HEALTHY FOODS TO PHARMACIES IN "FOOD DESERTS" WHERE ACCESS TO GROCERY STORES AND FRESH FOODS IS SCARCE. THIS PARTNERSHIP SERVED A POPULATION OF 11,941 PATIENTS OVER 1,255 POUNDS OF FOOD IN MCCLELLANVILLE, SC. "WORK WAS ALSO DONE THROUGHOUT FY 2022-2023 TO PREPARE FOR THE LAUNCH OF FOODSHARE BERKELEY COUNTY, WHICH OPENED IN JULY 2023. IN PARTNERSHIP WITH FOODSHARE SC, FOODSHARE BERKELEY COUNTY OFFERS FRESH FOOD BOXES OF FRUITS AND VEGETABLES AT AN AFFORDABLE PRICE WITH BI-WEEKLY PICKUP AT TRIDENT UNITED WAY'S BERKELEY COUNTY RESOURCE CONNECTION CENTER.SECTION 4E CONNECTING THE COMMUNITYCONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT PROVIDE COMMUNITY SERVICE OPPORTUNITIES AND INFORMATION ABOUT THE WORK OF TRIDENT UNITED WAY ACROSS THE TRI-COUNTY REGION. THE PRIMARY INITIATIVES ARE STRATEGIC VOLUNTEER ENGAGEMENT AND STAKEHOLDER AND COMMUNITY COMMUNICATION AS FOLLOWS:1. STRATEGIC VOLUNTEER ENGAGEMENT SUPPORTS BOTH INTERNAL AND EXTERNAL VOLUNTEER ENGAGEMENT TO PROVIDE IMPACTFUL VOLUNTEER MATCHING OPPORTUNITIES. VOLUNTEERS FOR TRIDENT UNITED WAY ARE THOUGHT LEADERS ON COMMITTEES AND COUNCILS, AS WELL AS DECISION-MAKERS ABOUT COMMUNITY INVESTMENTS AND SUPPORT MISSION FULFILLMENT. TRIDENT UNITED WAY NONPROFIT PARTNERS AND CORPORATE PARTNERS CREATE A PIPELINE OF VOLUNTEERS FOR THE ORGANIZATION IN ALL LEVELS OF ENGAGEMENT BY OFFERING TAILOR-MADE VOLUNTEER OPPORTUNITIES TO CORPORATE PARTNERS THAT MAY RANGE FROM SUPPLY DRIVES TO HOME BUILDS AND CAN TAKE PLACE AT AN OFFICE OR IN THE COMMUNITY. ADDITIONALLY, TRIDENT UNITED WAY SUPPORTS THE STRATEGIC GROWTH OF SIGNATURE VOLUNTEER EVENTS SUCH AS READ ACROSS AMERICA DAY IN LOCAL SCHOOLS AND THE COMMUNITY'S LARGEST VOLUNTEER EVENT, TRIDENT UNITED WAY'S DAYS OF CARING. IN THE 2022-2023 FISCAL YEAR, TRIDENT UNITED WAY ENGAGED MORE THAN 3,230 VOLUNTEERS FOR OVER 10,000 HOURS OF SERVICE. THE TIME AND SKILLS CONTRIBUTED BY THE TRIDENT UNITED WAY VOLUNTEERS PROVIDED AN ESTIMATED COMMUNITY BENEFIT OF OVER $320,480. 2.COMMUNICATION WITH KEY CONSTITUENTS AND ACROSS THE COMMUNITY INCLUDES YEAR-ROUND STRATEGIC EFFORTS. TRIDENT UNITED WAY DISTRIBUTES QUARTERLY EMAIL NEWSLETTERS TO MORE THAN 30,000 RECIPIENTS FOR EACH ISSUE. THE ORGANIZATION'S WEBSITE (TUW.ORG) AND SOCIAL MEDIA CHANNELS ARE UPDATED MULTIPLE TIMES EACH WEEK WITH NEW INFORMATION ABOUT IMPACT AND EVENTS. TRIDENT UNITED WAY POSTS INFORMATION AND ENGAGES WITH FOLLOWERS DAILY ON ITS FACEBOOK, INSTAGRAM,YOUTUBE AND LINKED IN.. THROUGH MULTIPLE COMMUNICATIONS TACTICS, TRIDENT UNITED WAY AIMS TO ENGAGE WITH AUDIENCES AND REPORT ON ITS WORK TO DONORS, POTENTIAL DONORS, AND THE COMMUNITY-AT-LARGE, ANNOUNCE VOLUNTEER AND GRANT OPPORTUNITIES AND CELEBRATE THE IMPACT OF VOLUNTEER TIME. STRATEGIC COMMUNICATIONS ARE ALSO VITAL TO RAISING AWARENESS OF THE MYRIAD COMMUNITY RESOURCES AVAILABLE TO THOSE IN NEED AND TO SEEKING THE SUPPORT OF THOSE WHO CAN HELP. TO THAT END, TRIDENT UNITED WAY WORKS WITH LOCAL MEDIA TO SHARE INFORMATION AND PROMOTE OFFERINGS AND ACTIVITIES TO THE COMMUNITY. DONOR DESIGNATIONS:THE PURPOSE OF TRIDENT UNITED WAY'S ANNUAL FUNDRAISING CAMPAIGNS IS TO DEVELOP AND ENHANCE THE RESOURCES AVAILABLE FOR TRIDENT UNITED WAY'S COMMUNITY IMPACT MISSION. COMMUNITY VOLUNTEERS STRATEGICALLY INVEST THOSE RESOURCES IN THE TRI-COUNTY COMMUNITY TO CREATE LASTING, MEASURABLE CHANGE ON THE MOST PRESSING ISSUES FACING FAMILIES AND INDIVIDUALS. TRIDENT UNITED WAY PROMOTES INVESTING IN THE COMMUNITY IMPACT WORK AS THE MOST EFFECTIVE WAY TO FINANCIALLY SUPPORT THE TRI-COUNTY COMMUNITY ABOVE ANY FORM OF DESIGNATED GIVING.DONORS MAY ELECT ALL OR A PORTION OF THEIR PLEDGE/CONTRIBUTION AS DESIGNATED TO 501(C)(3) ORGANIZATIONS, OTHER THAN TRIDENT UNITED WAY. REQUESTS ARE PROCESSED BY TRIDENT UNITED WAY AND PAYMENTS MADE TO DESIGNATED ORGANIZATIONS IS AS FOLLOWS:"TRIDENT UNITED WAY HONORS DONOR DESIGNATIONS TO ANY VERIFIED 501(C)(3) ORGANIZATION OF $50 OR MORE PER ORGANIZATION. VERIFICATION CONSISTS OF, ON A QUARTERLY BASIS, CONFIRMING THE ORGANIZATION HAS AN ACTIVE 501(C)(3) STATUS WITH THE INTERNAL REVENUE SERVICE AND COMPLETING ADDITIONAL VERIFICATIONS AS MAY BE REQUIRED BY UNITED WAY WORLDWIDE. NO FURTHER OVERSIGHT IS PROVIDED BY TRIDENT UNITED WAY ON THE USE OF DESIGNATED FUNDS."TRIDENT UNITED WAY DEDUCTS FUNDRAISING AND ADMINISTRATIVE FEES AT THE RATE OF 15 PERCENT (WITH A MINIMUM OF $5 AND A MAXIMUM OF $75) PER DESIGNATION."TRIDENT UNITED WAY SENDS PAYMENTS TO VERIFIED DESIGNATED ORGANIZATIONS (NET OF THE FUNDRAISING AND ADMINISTRATIVE FEE) ON A QUARTERLY BASIS (JANUARY, APRIL, JULY, AND OCTOBER)."GIFTS OR PAYMENTS MADE BY CASH, CHECK, CREDIT CARD, OR STOCK WILL BE PAID OUT TO THE ORGANIZATION IN THE MONTH FOLLOWING THE QUARTER IN WHICH PLEDGE PAYMENT(S) ARE RECEIVED FROM THE DONOR. FOR EXAMPLE, DONOR PLEDGE PAYMENTS RECEIVED IN JANUARY, FEBRUARY, OR MARCH WILL BE PAID IN APRIL; PAYMENTS RECEIVED IN APRIL, MAY, AND JUNE WILL BE PAID IN JULY."TRIDENT UNITED WAY HAS A DONOR PRIVACY POLICY AND WILL NOT RELEASE THE NAMES OF INDIVIDUALS WITHOUT AUTHORIZATION FOR THE RELEASE OF SUCH INFORMATION. IF A DONOR PROVIDES AUTHORIZATION, TRIDENT UNITED WAY WILL SEND DONOR INFORMATION TO THE DESIGNATED ORGANIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,543,989 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $479,402 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $4,561 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,360,654 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 45 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA BOCCUCCI DIRECTOR OF FINANC | PersonNm |
| Phone | 8437407746 | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MICHAEL J SAMUEL | |||||||
| ADVANCEMENT COMMITTEE CHAI | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MONIFA ELLINGTON | |||||||
| AFRICAN AMERICAN LEADERSHI | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER GLENN | |||||||
| AUDIT COMMITTE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BURT | |||||||
| CAMPAIGN CABINET CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY HOWARD PH D | |||||||
| COMMUNITY IMPACT CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB LOWE | |||||||
| FINANCE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL GALLAGHER | |||||||
| INVESTMENT COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH ROGERS PRIM | |||||||
| MARKETING ADVISORY COUNCIL CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA VAN BERGEN | |||||||
| WOMEN UNITED CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN NILAN | |||||||
| YOUNG LEADERS UNITED CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NATASHA CHATMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNEST ANDRADE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY BREWER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PJ BROWNING | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONDI COSTIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL CURIA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| B SHAWAN GILLIANS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA ENGELMAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT FEI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GREGORY HABIB | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FLEETWOOD HASSELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSANDRA PRICE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT HOWELL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEON JACKSON JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCIS JOHNSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE KORNAHRENS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD LANT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH LOTT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SCARAFILE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA MELVIN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA OH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARCELA RABENS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART E WOODCOCK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REEVES SKEEN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN SMITH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE STITH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER TECKLENBERG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES WELCH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ZAAS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM ZOBEL | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHLOE KNIGHT TONNEY THRU 92023 | |||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | $163,325 | $0 | $12,900 | Yes (X) | |
| BRIDGET BUSH | |||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $70,916 | $0 | $17,067 | Yes (X) | ||
| BRADLEY DAVIS | |||||||
| INTERIM PRESIDENT & CEO | 50.00 | Yes (X) | $61,450 | $0 | $0 | Yes (X) | |
| WENDY KOPP | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARK LEWIS | |||||||
| BOARD CHAIR ELECT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTINE BOUDOLF | |||||||
| VP COMM & VOL ENGAGEMENT | 50.00 | $100,646 | $0 | $20,894 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $396,337 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $50,861 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 ASSOCIATION OF SC | |||||
| 400 ARBOR LAKE DR STE 500B | COLUMBIA | SC | 29223 | MEMBER SERVICES | $200,552 |
| ESYSTEMS SOLUTIONS LLC | |||||
| PO BOX 207 | CHARLESTON | SC | 29402 | TEHCNOLOGY SUPPORT | $119,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $432,952 | GovernmentGrantsAmt |
| All Other Contributions | $5,291,298 | AllOtherContributionsAmt |
| Total Contributions | $5,724,250 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERICORP PROGRAM SERV | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $11,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $462,975 | TotalRevenueColumnAmt |
| Exclusion | $462,975 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $232,893 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $308,953 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$76,060 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$76,060 | TotalRevenueColumnAmt |
| Exclusion | -$76,060 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,903 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,903 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,903 | TotalRevenueColumnAmt |
| Exclusion | -$15,903 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOLUNTEER EVENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,561 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,561 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,110,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,561 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $371,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,520 | TotalAmt |
| Program Services | $721,520 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,198 | TotalAmt |
| Program Services | $219,542 | ProgramServicesAmt |
| Management And General | $88,092 | ManagementAndGeneralAmt |
| Fundraising | $139,564 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008,874 | TotalAmt |
| Program Services | $985,713 | ProgramServicesAmt |
| Management And General | $396,220 | ManagementAndGeneralAmt |
| Fundraising | $626,941 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,613 | TotalAmt |
| Program Services | $27,302 | ProgramServicesAmt |
| Management And General | $10,955 | ManagementAndGeneralAmt |
| Fundraising | $17,356 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,492 | TotalAmt |
| Program Services | $118,064 | ProgramServicesAmt |
| Management And General | $47,374 | ManagementAndGeneralAmt |
| Fundraising | $75,054 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,743 | TotalAmt |
| Program Services | $91,677 | ProgramServicesAmt |
| Management And General | $36,786 | ManagementAndGeneralAmt |
| Fundraising | $58,280 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,250 | TotalAmt |
| Management And General | $69,250 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,867 | TotalAmt |
| Program Services | $573,785 | ProgramServicesAmt |
| Management And General | $168,759 | ManagementAndGeneralAmt |
| Fundraising | $175,323 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,180 | TotalAmt |
| Program Services | $261,226 | ProgramServicesAmt |
| Fundraising | $32,954 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,848 | TotalAmt |
| Program Services | $61,183 | ProgramServicesAmt |
| Management And General | $11,030 | ManagementAndGeneralAmt |
| Fundraising | $6,635 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,961 | TotalAmt |
| Program Services | $22,972 | ProgramServicesAmt |
| Management And General | $15,725 | ManagementAndGeneralAmt |
| Fundraising | $7,264 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,932 | TotalAmt |
| Program Services | $37,835 | ProgramServicesAmt |
| Management And General | $36,904 | ManagementAndGeneralAmt |
| Fundraising | $28,193 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,728 | TotalAmt |
| Program Services | $91,086 | ProgramServicesAmt |
| Management And General | $15,698 | ManagementAndGeneralAmt |
| Fundraising | $40,944 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,538 | TotalAmt |
| Program Services | $27,517 | ProgramServicesAmt |
| Management And General | $36,393 | ManagementAndGeneralAmt |
| Fundraising | $14,628 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| POSTAGE & PRINTING | $93,910 | $56,652 | $6,168 | $31,090 |
| MEMBERSHIP DUES | $79,767 | $45,374 | $10,086 | $24,307 |
| BANK CHARGES | $15,470 | $9,399 | $1,464 | $4,607 |
| EVENTS | $9,807 | $9,807 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,594,698 | TotalAmt |
| Program Services | $3,360,654 | ProgramServicesAmt |
| Management And General | $950,904 | ManagementAndGeneralAmt |
| Fundraising | $1,283,140 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,461,395 | BOYAmt |
| EOY | $1,011,895 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,836 | BOYAmt |
| EOY | $4,277,742 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496,879 | BOYAmt |
| EOY | $1,320,396 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,643 | BOYAmt |
| EOY | $92,916 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,733 | BOYAmt |
| EOY | $43,925 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,312,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,230,818 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,754,101 | BOYAmt |
| EOY | $2,081,223 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,832,921 | BOYAmt |
| EOY | $11,206,769 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $302,743 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,655,508 | BOYAmt |
| EOY | $20,337,609 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,128 | BOYAmt |
| EOY | $843,377 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $302,743 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,582,128 | BOYAmt |
| EOY | $1,146,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,840,419 | BOYAmt |
| EOY | $17,020,664 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,232,961 | BOYAmt |
| EOY | $2,170,825 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,073,380 | BOYAmt |
| EOY | $19,191,489 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,655,508 | BOYAmt |
| EOY | $20,337,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $516,125 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $383,432 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $218,552 | DonatedServicesAndUseFcltsAmt |
| 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 | $6,582,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,097,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,462,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,871,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,724,250 | CurrentTaxYearAmt |
| Total | $32,738,577 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,582,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,097,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,462,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,871,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,724,250 | CurrentTaxYearAmt |
| Total | $32,738,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $705,696 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,032,881 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $511,900 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $892,023 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $587,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $340,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $462,975 | CurrentTaxYearAmt |
| Total | $2,794,973 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,328 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,561 | CurrentTaxYearAmt |
| Total | $216,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,750,542 | TotalSupportAmt |
| Public Support CY170 | 0.89600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87880 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,313,052 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $502,673 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $6,815,725 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,120,915 | BeginningYearBalanceAmt |
| Contributions | $21,250 | ContributionsAmt |
| Investment Earnings Or Losses | -$792,131 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$36,982 | OtherExpendituresAmt |
| End Year Balance | $6,313,052 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,599,786 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,804,024 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$282,895 | OtherExpendituresAmt |
| End Year Balance | $7,120,915 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,841,111 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $592,669 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$833,994 | OtherExpendituresAmt |
| End Year Balance | $5,599,786 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,820,851 | BeginningYearBalanceAmt |
| Contributions | $58,600 | ContributionsAmt |
| Investment Earnings Or Losses | $339,092 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$377,431 | OtherExpendituresAmt |
| End Year Balance | $5,841,111 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $490,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $490,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,112,049 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,858,875 | DepreciationAmt |
| Book Value | $1,253,174 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $407,405 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $371,943 | DepreciationAmt |
| Book Value | $35,462 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $302,587 | InvestmentCostOrOtherBasisAmt |
| Book Value | $302,587 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,081,223 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $215,555 |
| CURRENT PORTION LEASE LIABILITY | $87,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $302,743 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,473,108 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $383,432 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $218,552 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $308,953 | OtherRevenueAmt |
| Revenue Not Reported | $910,937 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,562,171 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $69,250 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $479,402 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $548,652 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,110,823 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,354,999 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $308,953 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $308,953 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,046,046 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $69,250 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $479,402 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $548,652 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,594,698 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TRIDENT UNITED WAY IS A LOCAL NON-PROFIT ORGANIZATION INVOLVED IN FUNDRAISING AND VOLUNTEERING IN A THREE-COUNTY REGION - CHARLESTON, BERKELEY, AND DORCHESTER COUNTIES. THE TRIDENT UNITED WAY ENDOWMENT FUND (THE FUND) HAS AN INVESTMENT POLICY STATEMENT THAT IS REVIEWED AT LEAST ANNUALLY. THE FUND PLACES EMPHASIS ON PROVIDING ANNUAL CASH INFUSIONS TO OPERATIONS TO HELP SUPPLEMENT OPERATING EXPENSES. |
| PART X, LINE 2: | INTERNAL REVENUE CODE AND COMPARABLE STATE LAW AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE IS SUBJECT TO FEDERAL INCOME TAX. THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS MAINTAINED ITS TAX EXEMPT STATUS AND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION COULD BE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COMMERCIAL RENTAL EXPENSES 308,953. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 479,402. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COMMERCIAL RENTAL EXPENSES 308,953. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 479,402. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| LOWCOUNTRY FOOD BANK INC | ||||||||
| 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | 570751835 | 501(C)(3) | $6,329 | $0 | GRANTEE |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||||
| 66 GEORGE ST SOTTILE HOUSE | CHARLESTON | SC | 29424 | 237069236 | 501(C)(3) | $5,248 | $0 | GRANTEE |
| GERMANTOWN FIRST CHURCH OF GOD | ||||||||
| 760 FARMSVILLE PIKE | GERMANTOWN | OH | 45327 | 316043388 | 501(C)(3) | $5,250 | $0 | GRANTEE |
| TWO RIVERS PRESBYTERIAN CHURCH | ||||||||
| 1082 EAST MONTAGUE AVENUE | NORTH CHARLESTON | SC | 29405 | 208223428 | 501(C)(3) | $13,146 | $0 | GRANTEE |
| VISION TO LEARN | ||||||||
| 12100 WILSHIRE BLVD STE 1275 | LOS ANGELES | CA | 90025 | 453457853 | 501(C)(3) | $6,042 | $0 | GRANTEE |
| ROPER ST FRANCIS HEALTHCARE | ||||||||
| 8536 PALMETTO COMMERCE PARKWAY | LADSON | SC | 29456 | 570831165 | GOVT | $30,000 | $0 | GRANTEE |
| SC THRIVE | ||||||||
| PO BOX 23503 | LEXINGTON | SC | 29224 | 901011409 | 501(C)(3) | $50,000 | $0 | GRANTEE |
| UNITED WAY OF THE MIDLANDS | ||||||||
| PO BOX 202 | COLUMBIA | SC | 29901 | 570314396 | 501(C)(3) | $18,140 | $0 | GRANTEE |
| SEACOAST CHRISTIAN COMMUNITY CHURCH INC | ||||||||
| 750 LONG POINT ROAD | MOUNT PLEASANT | SC | 29464 | 571045195 | 501(C)(3) | $17,812 | $0 | GRANTEE |
| PORTER-GAUD SCHOOL | ||||||||
| 300 ALBEMARLE ROAD | CHARLESTON | SC | 29407 | 570342032 | 501(C)(3) | $15,944 | $0 | GRANTEE |
| LIFE COVENANT CHURCH | ||||||||
| 4600 E 2ND STREET | EDMOND | OK | 73034 | 731486708 | CHURCH | $16,000 | $0 | GRANTEE |
| WATER MISSIONS INTERNATIONAL | ||||||||
| 1150 MOLLY GREENE WAY | N CHARLESTON | SC | 29405 | 571116978 | 501(C)(3) | $12,485 | $0 | GRANTEE |
| UNITED WAY OF GREATER RICHMOND AND PETERSBURG | ||||||||
| PO BOX 11807 | RICHMOND | VA | 23230 | 237375346 | 501(C)(3) | $7,022 | $0 | GRANTEE |
| LONG BRANCH BAPTIST CHURCH OF GREENVILLE | ||||||||
| 28 BOLT ST | GREENVILLE | SC | 29605 | 570521475 | CHURCH | $7,000 | $0 | GRANTEE |
| SOUTH CAROLINA AQUARIUM | ||||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | 570961897 | 501(C)(3) | $7,622 | $0 | GRANTEE |
| UNITED WAY OF CENTRAL SAVANNAH RIVER AREA | ||||||||
| 1765 BROAD STREET | AUGUSTA | GA | 30904 | 580566155 | 501(C)(3) | $6,025 | $0 | GRANTEE |
| EASTWIND COMMUNITY CHURCH | ||||||||
| 4750 S SUNRISE WAY | BOISE | ID | 83716 | 820470990 | 501(C)(3) | $10,000 | $0 | GRANTEE |
| CLEMSON UNIVERSITY FOUNDATION | ||||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | 570426335 | 501(C)(3) | $12,054 | $0 | GRANTEE |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | ||||||||
| 18 BEE STREET | CHARLESTON | SC | 29425 | 576028985 | 501(C)(3) | $7,353 | $0 | GRANTEE |
| BLACK RIVER UNITED WAY - GEORGETOWN SC | ||||||||
| PO BOX 1065 | GEORGETOWN | SC | 29440 | 570526145 | 501(C)(3) | $7,457 | $0 | GRANTEE |
| NEWSPRING CHURCH | ||||||||
| PO BOX 1407 | ANDERSON | SC | 29622 | 264189337 | CHURCH | $8,650 | $0 | GRANTEE |
| CHRIST ANGLICAN CHURCH | ||||||||
| 2725 BULRUSH BASKET LANE | MOUNT PLEASANT | SC | 29466 | 882738557 | CHURCH | $19,117 | $0 | GRANTEE |
| TURNING POINT MINISTRIES | ||||||||
| 1001 W 2ND AVE | GASTONIA | SC | 28052 | 352342168 | 501(C)(3) | $7,425 | $0 | GRANTEE |
| CHANGED LIVES MINISTRY | ||||||||
| 470 REID HILL ROAD | MONCKS CORNER | SC | 29461 | 813308416 | 501(C)(3) | $5,160 | $0 | GRANTEE |
| UNITED WAY OF ANDERSON COUNTY | ||||||||
| PO BOX 2067 | ANDERSON | SC | 29622 | 570360086 | 501(C)(3) | $7,243 | $0 | GRANTEE |
| PROVIDENCE CHURCH PRESCHOOL | ||||||||
| 294 SEVEN FARMS DR | CHARLESTON | SC | 29492 | 571037976 | 501(C)(3) | $6,700 | $0 | GRANTEE |
| LOWCOUNTRY PREGNANCY CENTER | ||||||||
| 7481 NORTHSIDE DR | N CHARLESTON | SC | 29420 | 570838453 | 501(C)(3) | $5,418 | $0 | GRANTEE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A PORTION OF THE GRANTED FUNDS ARE A RESULT OF DIRECT DESIGNATIONS BY DONORS. IN THE CURRENT REPORTING YEAR THIS AMOUNT IS $479,902. A PORTION OF THE GRANTED FUNDS ARE A RESULT OF A FUNDING PROCESS OVERSEEN BY THE COMMUNITY IMPACT COMMITTEE. THE COMMUNITY IMPACT COMMITTEE, ALONG WITH THE SUBCOMMITTEES OF THE FINANCIAL REVIEW COMMITTEE AND PROGRAM REVIEW COMMITTEE, CONSISTS OF COMMUNITY VOLUNTEERS THAT SELECT GRANT RECIPIENTS BASED ON FORMAL APPLICATIONS AND PROGRAM MONITORING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | Yes (1) | 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 | CHLOE KNIGHT TONNEY THRU 92023 | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $163,325 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,524 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,376 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $176,225 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | PART 1, LINE 4B PERSONS PARTICIPANTING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THERE ARE BALANCES IN A 457(B) AND 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF TRIDENT UNITED WAY FOR CHRISTOPHER F. KERRIGAN.THERE WERE NO CONTRIBUTIONS TO THESE PLANS DURING THE 2022-2023. FISCAL YEAR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $109,056 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | PER THE TUW BYLAWS, THE PRESIDENT/CEO SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS, THUS 45 TOTAL AND 44 INDEPENDENT. |
| FORM 990, PART VI, SECTION A, LINE 2 | DR. FRANCES WELCH AND DR. COURTNEY HOWARD ARE BOTH EMPLOYEES WITH COLLEGE OF CHARLESTON. MR. CHRISTOPHER GLENN AND MS. MELANIE STITH ARE BOTH EMPLOYEES OF RSFH. DUSTI ANNAN AND DAVID ZAAS ARE BOTH EMPLOYESS OF MUSC |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM. A DETAILED REVIEW IS COMPLETED BY THE CHIEF FINANCIAL OFFICER OF TRIDENT UNITED WAY. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE OF TRIDENT UNITED WAY AND RECOMMENDED FOR FILING. THE COMPLETED FORM 990 IS PROVIDED TO ALL TRIDENT UNITED WAY BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY REQUIRES THE BOARD OF DIRECTORS TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT EACH YEAR AND DISCLOSE ALL RELATED PARTY TRANSACTIONS WITH THE ORGANIZATION AND OTHER BOARD OF DIRECTOR MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL CEO COMPENSATION |
| FORM 990, PART VI, SECTION C, LINE 19 | THREE YEARS OF AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE TUW.ORG WEBSITE. OTHER GOVERNING DOCUMENTS, FORM 1023, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT REQUEST FROM THE ORGANIZATION |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES AND CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 573,785. MANAGEMENT AND GENERAL EXPENSES 168,759. FUNDRAISING EXPENSES 175,323. TOTAL EXPENSES 917,867. |