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TRIDENT UNITED WAY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TRIDENT UNITED WAY INC (EIN 57-0314378)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-01
IRS object ID
202531219349302138
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-05-01T14:05:53-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN824158464PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVIS & COMPANY CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1552AddressLine1Txt
CityMOUNT PLEASANTCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29465ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN570314378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRIDENT UNITED WAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRIDBusinessNameControlTxt
Phone8437409000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 63305AddressLine1Txt
CityNORTH CHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP294193305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDJ HAMPTONPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone8437409000PhoneNum
Signature2025-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZOE DAVISPreparerPersonNm
PTINP01057590PTIN
Phone8438813315PhoneNum
Preparation2025-05-01PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDJ HAMPTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 63305AddressLine1Txt
CityNORTH CHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP294193305ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,956,582GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TUW.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1944FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionFOCUS ON SUPPORTING FINANCIALLY STABLE FAMILIES IN THE TRI-COUNTY.ActivityOrMissionDesc
Voting Members Governing Body43VotingMembersGoverningBodyCnt
Voting Members Independent42VotingMembersIndependentCnt
Total Employee60TotalEmployeeCnt
Total Volunteers3602TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,724,250PYContributionsGrantsAmt
CY Contributions Grants$4,701,453CYContributionsGrantsAmt
PY Program Service Revenue$11,000PYProgramServiceRevenueAmt
CY Program Service Revenue$97,561CYProgramServiceRevenueAmt
PY Investment Income$447,072PYInvestmentIncomeAmt
CY Investment Income$887,309CYInvestmentIncomeAmt
PY Other Revenue-$71,499PYOtherRevenueAmt
CY Other Revenue-$164,692CYOtherRevenueAmt
PY Total Revenue$6,110,823PYTotalRevenueAmt
CY Total Revenue$5,521,631CYTotalRevenueAmt
PY Grants And Similar Paid$721,520PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,327,681CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,938,920PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,933,585CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,648,080CYTotalFundraisingExpenseAmt
PY Other Expenses$1,934,258PYOtherExpensesAmt
CY Other Expenses$2,257,775CYOtherExpensesAmt
PY Total Expenses$5,594,698PYTotalExpensesAmt
CY Total Expenses$7,519,041CYTotalExpensesAmt
PY Revenues Less Expenses$516,125PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,997,410CYRevenuesLessExpensesAmt
Total Assets BOY$20,337,609TotalAssetsBOYAmt
Total Assets EOY$18,893,170TotalAssetsEOYAmt
Total Liabilities BOY$1,146,120TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,147,258TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,191,489NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,745,912NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY, AND HEALTH.DURING FY23/24 TRIDENT UNITED WAY OPERATED UNDER THE MISSION "TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY AND HEALTH." THIS MISSION GUIDED THE ORGANIZATION'S PROGRAMS AND PARTNERSHIPS THROUGHOUT THE FISCAL YEAR. INFORMED BY ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) DATA, TRIDENT UNITED WAY'S BOARD HAS VOTED TO FOCUS IN FY24-25 ON FINANCIALLY STABLE FAMILIES AND KICKED OFF A STRATEGIC PLANNING PROCESS TO BUILD PROGRAMS AND PARTNERSHIPS IN THIS AREA. WHILE THE UPDATED MISSION STATEMENT IS STILL IN DEVELOPMENT, THE ORGANIZATION REMAINS FOCUSED ON IMPROVING LIVES ACROSS THE TRI-COUNTY REGION THROUGH COLLABORATIVE, COMMUNITY DRIVEN SOLUTIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,379,994ExpenseAmt
Grant$332,608GrantAmt
DescCOMMUNITY 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. 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. FOR FISCAL YEAR 2023-2024, TRIDENT UNITED WAY FUNDED COMMUNITY PARTNERS WITH OVER $400,000 IN CHANGEMAKER GRANTS. APPROXIMATELY HALF OF THE FUNDING WAS CAPACITY BUILDING FUNDS FOR AGENCIES AND THE OTHER HALF OF THE FUNDING WAS IN SUPPORT OF ALICE HOUSEHOLDS.UNITED FOR ALICEALICE REPRESENTS THE ASSET LIMITED, INCOME CONSTRAINED AND EMPLOYED FAMILIES AND INDIVIDUALS WHO LIVE AND WORK IN THE TRI-COUNTY. ALICE FAMILIES MAKE MORE THAN THE FEDERAL POVERTY LEVEL BUT FALL BELOW THE ALICE THRESHOLD. THAT THRESHOLD IS AN INCOME AT WHICH INDIVIDUALS AND FAMILIES ARE ABLE TO AFFORD THEIR BASIC NEEDS. THE ALICE THRESHOLD IS BASED ON BUDGETS THAT INCLUDE COSTS FOR EVERYDAY ESSENTIALS LIKE HOUSING, TRANSPORTATION, FOOD AND CHILDCARE. TRIDENT UNITED WAY IS PAVING THE WAY TO FINANCIAL STABILITY FOR ALICE INDIVIDUALS AND FAMILIES. WITH OUR EXPANSIVE NETWORK OF NONPROFIT PARTNERS, VOLUNTEERS AND DONORS, WE CONNECT ALICE TO IMMEDIATE SUPPORT AND ASSISTANCE PROGRAMS THAT OPEN OPPORTUNITIES FOR LONGTERM CHANGE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,659,554ExpenseAmt
Grant$267,058GrantAmt
Revenue$97,561RevenueAmt
DescFINANCIAL 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, BARRIERS TO EMPLOYMENT 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 2023-2024 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 2023-2024 FISCAL YEAR INCLUDE 13,267 CALLS RECEIVED, 33,131 REFERRALS MADE FOR THE TRI-COUNTY, AND 10,407 WEBSITE VISITS STATEWIDE. 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 10,453 INDIVIDUALS DURING THE 2023-2024 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 1,240 HOUSEHOLDS, INCLUDING 2,160 INDIVIDUALS, TO 2,642 SERVICES, INCLUDING 1,876 BASIC NEEDS 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. 404 LOCAL NONPROFIT PARTNERS USED THE SYSTEM IN THE 2023-2024 FISCAL YEAR, PROVIDING 13,461 HOUSEHOLDS, COMPRISED OF 36,295 INDIVIDUALS, WITH 99,341 SERVICES. THE ESTIMATED VALUE OF THESE SERVICES WAS $1,562,894. FOODSHARE BERKELEY COUNTY:FOODSHARE BERKELEY COUNTY IS MAKING STRIDES IN ADDRESSING FOOD INSECURITY IN OUR COMMUNITY. 52,811 POUNDS OF FOOD HAVE BEEN DISTRIBUTED TO 523 CUSTOMERS, IN OVER 3,000 BOXES IN FISCAL YEAR 2023-2024. OVER 60% OF THE BOXES ORDERED WERE PURCHASED WITH SNAP FUNDS. SC THRIVE:TRIDENT UNITED WAY PARTNER, SC THRIVE, UTILIZES THRIVE HUB, A WEB-BASED SYSTEM THAT ALLOWS COUNSELORS TO HELP CLIENTS APPLY FOR MULTIPLE RESOURCES DURING A SINGLE INTERVIEW. FOR FISCAL YEAR 2023-2024, 1,077 INDIVIDUALS COMPLETED FREE TAX RETURNS. INDIVIDUALS SAVED $294,021 IN TAX PREPARATION FEES AND THE COMPLETED RETURNS HAVE AN ESTIMATED REFUND VALUE OF $1,918,137. BARRIERS TO EMPLOYMENT:BARRIERS TO EMPLOYMENT IS A PROGRAM DESIGNED TO HELP INDIVIDUALS OBTAIN CHILDCARE, TRANSPORTATION, EQUIPMENT AND OTHER EXPENSES THAT ARE PREVENTING THEM FROM FINDING AND KEEPING A JOB. DURING FISCAL YEAR 2023-2024, 81 CLIENTS AND 117 HOUSEHOLD MEMBERS WERE SERVED. $35,440 WAS SPENT FROM THE FUND, WITH AN AVERAGE PER CLIENT SPEND OF $437.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$211,603ExpenseAmt
Grant$96,498GrantAmt
DescEDUCATIONTRIDENT 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. THE YOUNG LEADERS UNITED ANNUAL SCHOOL SUPPLY DRIVE REACHED 600+ STUDENTS IN 8+ SCHOOLS AND COMMUNITY BASED EVENTS BY PROVIDING BACKPACKS AND SCHOOL SUPPLIES. 1,000 BOOKS BEFORE KINDERGARTEN HAD PARTICIPATION FROM 150 CHILDREN. CHILDREN RECEIVE TRACKING SHEETS AND MILESTONE REWARDS FOR HAVING 100, 500 OR 1,000 BOOKS READ. THE TRIDENT UNITED WAY TEAM ALSO LED AN EARLY LEARNING SUMMIT THAT INCLUDED A PRESENTATION ON ALICE DATA REGARDING THE COST OF CHILDCARE IN TRI-COUNTY HOUSEHOLDS AND COLLABORATION AMONG BUSINESSES, THE EDUCATION COMMUNITY AND PARENTS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,085,077ExpenseAmt
Grant$628,967GrantAmt
DescHEALTHTHROUGH PARTNERSHIPS WITH ROPER ST. FRANCIS, MEDICAL UNIVERSITY OF SOUTH CAROLINA AND THE DUKE ENDOWMENT, TRIDENT UNITED WAY SUPPORTS 7 PROGRAMS THAT SEEK TO IMPROVE NUTRITION AND OVERALL WELLBEING IN THE TRI-COUNTY. THESE PROGRAMS TOGETHER HELP ACHIEVE GOALS FOR THE OVERALL WELLBEING OF OUR TRI-COUNTY AREA AS SET THROUGH THE HEALTHY TRI-COUNTY HEALTH IMPROVEMENT PLAN. FOR FISCAL YEAR 2023-2024, 30,000 POUNDS OF FOOD WAS DISTRIBUTED THROUGH FRESH FOOD PANTRIES, PRODUCE DELIVERIES AND COMMUNITY GARDENS. APPROXIMATELY 7,000 PEOPLE RECEIVED HEALTH EDUCATION SURROUNDING NUTRITION, PHYSICAL ACTIVITY AND CHRONIC DISEASE PREVENTION. 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 SERVE AS THOUGHT-LEADERS ON COMMITTEES AND COUNCILS, AS WELL AS DECISION-MAKERS ABOUT COMMUNITY INVESTMENTS AND SUPPORT MISSION FULFILLMENT. TRIDENT UNITED WAY'S 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 2023-2024 FISCAL YEAR, TRIDENT UNITED WAY ENGAGED MORE THAN 3,600 VOLUNTEERS FOR ALMOST 13,000 HOURS OF SERVICE. THE TIME AND SKILLS CONTRIBUTED BY THE TRIDENT UNITED WAY VOLUNTEERS PROVIDED AN ESTIMATED COMMUNITY BENEFIT OF OVER $387,500.2. COMMUNICATION WITH KEY CONSTITUENTS AND ACROSS THE COMMUNITY INCLUDES YEAR-ROUND STRATEGIC EFFORTS. TRIDENT UNITED WAY DISTRIBUTES BI-MONTHLY 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
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,085,077TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$628,967TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$5,336,228TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document21IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee60EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members43GoverningBodyVotingMembersCnt
Independent Voting Member42IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANDREA BOCCUCCI CONTROLLERPersonNm
Phone8437407745PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 63305AddressLine1Txt
CityNORTH CHARLESTONCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29419ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CATHARINE ALMQUIST
DIRECTOR2.00Yes (X)$0$0$0
RITA BERRY
DIRECTOR2.00Yes (X)$0$0$0
PJ BROWNING
DIRECTOR2.00Yes (X)$0$0$0
ERIC CRAINE
DIRECTOR2.00Yes (X)$0$0$0
DAN CURIA
DIRECTOR2.00Yes (X)$0$0$0
REBECCA ENGELMAN
DIRECTOR2.00Yes (X)$0$0$0
ROBERT FEI
DIRECTOR2.00Yes (X)$0$0$0
SHAWAN GILLIANS
DIRECTOR2.00Yes (X)$0$0$0
MOLLIE GORE
DIRECTOR2.00Yes (X)$0$0$0
GREGORY HABIB
DIRECTOR2.00Yes (X)$0$0$0
SCOTT HOWELL
DIRECTOR2.00Yes (X)$0$0$0
DEON JACKSON JR
DIRECTOR2.00Yes (X)$0$0$0
FRANCIS JOHNSON
DIRECTOR2.00Yes (X)$0$0$0
JULIE KORNAHRENS
DIRECTOR2.00Yes (X)$0$0$0
TODD LANT
DIRECTOR2.00Yes (X)$0$0$0
MARK LATTANZIO
DIRECTOR2.00Yes (X)$0$0$0
KATIE MCCRAVY
DIRECTOR2.00Yes (X)$0$0$0
LAUREN NILAN
DIRECTOR2.00Yes (X)$0$0$0
REV MARION PLATT
DIRECTOR2.00Yes (X)$0$0$0
CASSANDRA PRICE
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL SCARAFILE
DIRECTOR2.00Yes (X)$0$0$0
GEONA SHAW JOHNSON
DIRECTOR2.00Yes (X)$0$0$0
MELANIE STITH
DIRECTOR2.00Yes (X)$0$0$0
RICHARD WARING
DIRECTOR2.00Yes (X)$0$0$0
FRANCES WELCH
DIRECTOR2.00Yes (X)$0$0$0
JEREMY WILLITS
DIRECTOR2.00Yes (X)$0$0$0
STUART E WOODCOCK
DIRECTOR2.00Yes (X)$0$0$0
DAVID ZAAS
DIRECTOR2.00Yes (X)$0$0$0
WILLIAM ZOBEL
DIRECTOR2.00Yes (X)$0$0$0
NATASHA CHATMAN
DIRECTOR2.00Yes (X)$0$0$0
DAVID J HAMPTON
PRESIDENT & CEO50.00Yes (X)$218,658$0$36,294Yes (X)
BRADLEY DAVIS
INTERIM PRESIDENT & CEO50.00Yes (X)$56,100$0$0Yes (X)
DAVID J WASSERMAN
CHIEF FINANCIAL OFFICER50.00$154,191$0$30,330Yes (X)
CHRISTINE BOUDOLF
VP COMM & VOL ENGAGEMENT50.00$110,554$0$22,711Yes (X)
CATHERINE EASLEY
ASSOC VP OF COMMUNITY IMPACT50.00$105,553$0$43,280Yes (X)
MARK LEWIS
BOARD CHAIR5.00Yes (X)$0$0$0Yes (X)
BARBARA MELVIN
BOARD CHAIR ELECT5.00Yes (X)$0$0$0Yes (X)
WENDY KOPP
ADVANCEMENT COMMITTEE CHAIR5.00Yes (X)$0$0$0Yes (X)
MICHAEL SAMUEL
CAMPAIGN CABINET CHAIR5.00Yes (X)$0$0$0Yes (X)
CHRISTOPHER GLENN
AUDIT COMMITTEE CHAIR5.00Yes (X)$0$0$0Yes (X)
JENNIFER BROWN
AFRICAN AMERICAN LEADERSHIP COUNCIL CHAIR5.00Yes (X)$0$0$0Yes (X)
COURTNEY HOWARD
COMMUNITY IMPACT COMMITTEE CHAIR5.00Yes (X)$0$0$0Yes (X)
BOB LOWE
FINANCE CHAIR5.00Yes (X)$0$0$0Yes (X)
BRENDA SZYMANOWSKI
INVESTMENT COMMITTEE CHAIR5.00Yes (X)$0$0$0Yes (X)
PETER LAMOTTE
MARKETING & COMMUNICATIONS CHAIR5.00Yes (X)$0$0$0Yes (X)
DUSTI ANNAN
WOMEN UNITED CHAIR5.00Yes (X)$0$0$0Yes (X)
TRAVIS FRANK
YOUNG LEADERS UNITED CHAIR5.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$645,056TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$132,615TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TOTAL COMFORT SOLUTIONS
4760 GOER DR STE ENORTH CHARLESTONSC29406HVAC SERVICES$424,092
ESYSTEMS SOLUTIONS LLC
PO BOX 207CHARLESTONSC29402INFORMATION TECHNOLOGY SERVICES$188,382
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$15,450FundraisingAmt
Government Grants$535,674GovernmentGrantsAmt
All Other Contributions$4,150,329AllOtherContributionsAmt
Total Contributions$4,701,453TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FOODSHARE BERKELEY COUNTY REVENUE561000$60,203$60,203
AMERICORP PROGRAM SERVICE FEES561000$37,358$37,358
FieldValueIRS element (for citing)
Total Program Service Revenue$97,561TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$519,858TotalRevenueColumnAmt
Exclusion$519,858ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$180,743RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$315,145RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$134,402RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$134,402TotalRevenueColumnAmt
Exclusion-$134,402ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$91,843SecuritiesAmt
Other$325,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$49,392OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$91,843SecuritiesAmt
Other$275,608OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$367,451TotalRevenueColumnAmt
Exclusion$367,451ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$2,570FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$15,450ContriRptFundraisingEventAmt
Fundraising Direct Expenses$70,414FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$67,844TotalRevenueColumnAmt
Exclusion-$67,844ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$37,554TotalRevenueColumnAmt
Related Or Exempt Func Income$37,554RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$37,554OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,521,631TotalRevenueColumnAmt
Related Or Exempt Func Income$135,115RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$685,063ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,327,681TotalAmt
Program Services$1,327,681ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$777,671TotalAmt
Program Services$486,954ProgramServicesAmt
Management And General$52,031ManagementAndGeneralAmt
Fundraising$238,686FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,536,822TotalAmt
Program Services$1,588,483ProgramServicesAmt
Management And General$169,728ManagementAndGeneralAmt
Fundraising$778,611FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$105,924TotalAmt
Program Services$66,326ProgramServicesAmt
Management And General$7,087ManagementAndGeneralAmt
Fundraising$32,511FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$320,576TotalAmt
Program Services$200,735ProgramServicesAmt
Management And General$21,449ManagementAndGeneralAmt
Fundraising$98,392FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$192,592TotalAmt
Program Services$120,595ProgramServicesAmt
Management And General$12,886ManagementAndGeneralAmt
Fundraising$59,111FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$74,672TotalAmt
Management And General$74,672ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,010,445TotalAmt
Program Services$681,128ProgramServicesAmt
Management And General$103,220ManagementAndGeneralAmt
Fundraising$226,097FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$194,107TotalAmt
Program Services$183,213ProgramServicesAmt
Management And General$5,462ManagementAndGeneralAmt
Fundraising$5,432FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$191,524TotalAmt
Program Services$157,226ProgramServicesAmt
Management And General$9,821ManagementAndGeneralAmt
Fundraising$24,477FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$222,345TotalAmt
Program Services$178,442ProgramServicesAmt
Management And General$9,529ManagementAndGeneralAmt
Fundraising$34,374FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$52,828TotalAmt
Program Services$45,784ProgramServicesAmt
Management And General$335ManagementAndGeneralAmt
Fundraising$6,709FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$109,983TotalAmt
Program Services$54,835ProgramServicesAmt
Management And General$41,159ManagementAndGeneralAmt
Fundraising$13,989FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$155,099TotalAmt
Program Services$99,038ProgramServicesAmt
Management And General$10,257ManagementAndGeneralAmt
Fundraising$45,804FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,138TotalAmt
Program Services$26,529ProgramServicesAmt
Management And General$3,079ManagementAndGeneralAmt
Fundraising$14,530FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEMBERSHIP DUES$127,418$75,316$10,339$41,763
POSTAGE & PRINTING$58,518$32,524$2,581$23,413
BANK CHARGES$16,698$11,419$1,098$4,181

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,519,041TotalAmt
Program Services$5,336,228ProgramServicesAmt
Management And General$534,733ManagementAndGeneralAmt
Fundraising$1,648,080FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,011,895BOYAmt
EOY$915,559EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,277,742BOYAmt
EOY$3,342,240EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,320,396BOYAmt
EOY$1,137,405EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$92,916BOYAmt
EOY$175,339EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$43,925BOYAmt
EOY$43,272EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,277,604LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,208,880LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,081,223BOYAmt
EOY$2,068,724EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,206,769BOYAmt
EOY$10,995,076EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$302,743BOYAmt
EOY$215,555EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,337,609BOYAmt
EOY$18,893,170EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$843,377BOYAmt
EOY$931,703EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$302,743BOYAmt
EOY$215,555EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,146,120BOYAmt
EOY$1,147,258EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,020,664BOYAmt
EOY$15,624,126EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,170,825BOYAmt
EOY$2,121,786EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,191,489BOYAmt
EOY$17,745,912EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,337,609BOYAmt
EOY$18,893,170EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,997,410ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$461,763NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$90,070DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,097,374CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,462,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,871,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,724,250CurrentTaxYearMinus1YearAmt
Current Tax Year$4,701,453CurrentTaxYearAmt
Total$30,857,514TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,097,374CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,462,765CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,871,672CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,724,250CurrentTaxYearMinus1YearAmt
Current Tax Year$4,701,453CurrentTaxYearAmt
Total$30,857,514TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,094,983SubstantialContributorsTotAmt
Public Support Total170$29,762,531PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$892,023CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$587,495CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$340,580CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$462,975CurrentTaxYearMinus1YearAmt
Current Tax Year$519,858CurrentTaxYearAmt
Total$2,802,931TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,257CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,328CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,561CurrentTaxYearMinus1YearAmt
Current Tax Year$37,554CurrentTaxYearAmt
Total$135,070TotalAmt
FieldValueIRS element (for citing)
Total Support$33,795,515TotalSupportAmt
Gross Receipts Rltd Activities$366,875GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88070PublicSupportCY170Pct
Public Support PY1700.89600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,815,725BeginningYearBalanceAmt
Investment Earnings Or Losses$277,048InvestmentEarningsOrLossesAmt
End Year Balance$7,092,775EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,313,052BeginningYearBalanceAmt
Investment Earnings Or Losses$502,673InvestmentEarningsOrLossesAmt
End Year Balance$6,815,725EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,120,915BeginningYearBalanceAmt
Contributions$21,250ContributionsAmt
Investment Earnings Or Losses-$792,131InvestmentEarningsOrLossesAmt
Other Expenditures-$36,982OtherExpendituresAmt
End Year Balance$6,313,052EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,599,786BeginningYearBalanceAmt
Investment Earnings Or Losses$1,804,024InvestmentEarningsOrLossesAmt
Other Expenditures-$282,895OtherExpendituresAmt
End Year Balance$7,120,915EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,841,111BeginningYearBalanceAmt
Investment Earnings Or Losses$592,669InvestmentEarningsOrLossesAmt
Other Expenditures-$833,994OtherExpendituresAmt
End Year Balance$5,599,786EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.89700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.06600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03700TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$490,000InvestmentCostOrOtherBasisAmt
Book Value$490,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,382,073InvestmentCostOrOtherBasisAmt
Depreciation$1,820,818DepreciationAmt
Book Value$1,561,255BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$405,531InvestmentCostOrOtherBasisAmt
Depreciation$388,062DepreciationAmt
Book Value$17,469BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,068,724TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LEASE LIABILITY$118,843
CURRENT PORTION LEASE LIABILITY$96,712
FieldValueIRS element (for citing)
Total Liability$215,555TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,860,384TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$461,763NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$90,070DonatedServicesAndUseFcltsAmt
Other Revenue$385,559OtherRevenueAmt
Revenue Not Reported$937,392RevenueNotReportedAmt
Revenue Subtotal$4,922,992RevenueSubtotalAmt
Investment Expenses Not Incld$74,672InvestmentExpensesNotIncldAmt
Other Revenues Not Included$523,967OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$598,639RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,521,631TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,305,961TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$385,559OtherExpensesIncludedAmt
Expenses Not Reported$385,559ExpensesNotReportedAmt
Expenses Subtotal$6,920,402ExpensesSubtotalAmt
Investment Expenses Not Incld2$74,672InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$523,967OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$598,639ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,519,041TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 315,145. SPECIAL EVENTS 70,414.
PART XI, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED FUNDS 523,967.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COMMERCIAL RENTAL EXPENSES 315,145. SPECIAL EVENTS 70,414.
PART XII, LINE 4B - OTHER ADJUSTMENTS:DONOR DESIGNATED FUNDS 523,967.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1STATE OF OUR FAMILIESEvent1Nm
Gross Receipts Event1$18,020GrossReceiptsEvent1Amt
Charitable Contri Event1$15,450CharitableContriEvent1Amt
Gross Revenue Event1$2,570GrossRevenueEvent1Amt
Rent Facility Costs Event1$2,500RentFacilityCostsEvent1Amt
Food And Beverage Event1$8,986FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$58,928OtherDirectExpensesEvent1Amt
Gross Receipts Total$18,020GrossReceiptsTotalAmt
Charitable Contributions Tot$15,450CharitableContributionsTotAmt
Gross Revenue Total Events$2,570GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$2,500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$8,986FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$58,928OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$70,414DirectExpenseSummaryEventsAmt
Net Income Summary-$67,844NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (36 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ADDLESTONE HEBREW ACADEMY
1675 WALLENBERG BLVDCHARLESTONSC29407570409223CHURCH$8,500$0GRANTEE
AMOR HEALING KITCHEN
944 PORTABELLA LNCHARLESTONSC29412823998998501(C)(3)$15,000$0GRANTEE
BARRIER ISLAND FREE MEDICAL CLINIC-103123-BARRIER ISLAND FREE MEDICAL CLINI
3226 MAYBANK HIGHWAYJOHNS ISLANDSC29455205628911501(C)(3)$15,000$0GRANTEE
BLACK RIVER UNITED WAY - GEORGETOWN SC
PO BOX 1065GEORGETOWNSC294401065570526145501(C)(3)$14,441$0GRANTEE
CAMP HAPPY DAYS
1 CARRIAGE LN BLDG CCHARLESTONSC29407570755466501(C)(3)$8,000$0GRANTEE
CHARLESTON HABITAT FOR HUMANITY
731 MEETING STCHARLESTONSC29413570889919501(C)(3)$15,000$0GRANTEE
CHARLESTON LEGAL ACCESS
3775 SPRUILL AVENORTH CHARLESTONSC29405811013976501(C)(3)$15,000$0GRANTEE
CHARLESTON PRO BONO LEGAL SERVICES
111 CHURCH STCHARLESTONSC29401200737728501(C)(3)$31,500$0GRANTEE
CHARLESTON TRIDENT URBAN LEAGUE
303 EAST RICHARDSON AVESUMMERVILLESC29483271078099501(C)(3)$50,000$0GRANTEE
CHILDREN IN CRISIS IN DORCHESTER COUNTY
PO BOX 1889CLEMSONSC29633570426335501(C)(3)$13,681$0GRANTEE
CLEMSON UNIVERSITY FOUNDATION
PO BOX 1889CLEMSONSC29633570426335501(C)(3)$10,000$0GRANTEE
COLLEGE OF CHARLESTON FOUNDATION
66 GEORGE STCHARLESTONSC29424237069236501(C)(3)$10,000$0GRANTEE
COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA
1691 TURNBALL AVENORTH CHARLESTONSC29405570931840501(C)(3)$90,000$0GRANTEE
CONGREGATION DOR TIKVAH
PO BOX 80301NORTH CHARLESTONSC29416455626741CHURCH$8,500$0GRANTEE
DEE NORTON CHILD ADVOCACY CENTER
1061 KING STCHARLESTONSC29403570905724501(C)(3)$15,000$0GRANTEE
EAST COOPER COMMUNITY OUTREACH
1145 SIX MILE RDMOUNT PLEASANTSC29466570939280501(C)(3)$6,194$0GRANTEE
FAMILY SERVICES INC DBA ORIGIN SC
PO BOX 118006CHARLESTONSC29406570324920501(C)(3)$98,333$0GRANTEE
ICNA RELIEF USA - SHIFA FREE CLINIC IN MOUNT PLEASANT SC
68 MARINA DRCHARLESTONSC29492043810161501(C)(3)$18,500$0GRANTEE
HELPING AND LENDING OUTREACH SUPPORT
4995 LACROSS RDNORTH CHARLESTONSC29406200858549501(C)(3)$62,534$0GRANTEE
JAMES ISLAND OUTREACH
1853 MAYBANK HIGHWAYJAMES ISLANDSC29412570907554501(C)(3)$13,400$0GRANTEE
JEWISH FAMILY OF SERVICES OF GREATER CHARLESTON
176 CROGHAN SPUR ROAD SUITE 100CHARLESTONSC29407853901332501(C)(3)$25,000$0GRANTEE
KAY PHILLIPS CHILD ADVOCACY CENTER
303 EAST RICHARDSON AVESUMMERVILLESC29483571078099501(C)(3)$10,850$0GRANTEE
LANDMARKS FOR FAMILIES INC
5055 LACKAWANNA BLVDNORTH CHARLESTONSC29405570669877501(C)(3)$22,662$0GRANTEE
LOWCOUNTRY FOOD BANK INC
2864 AZALEA DRCHARLESTONSC29405570751835501(C)(3)$22,471$0GRANTEE
LOWCOUNTRY ORPHAN RELIEF
PO BOX 70185NORTH CHARLESTONSC29415261108081501(C)(3)$5,156$0GRANTEE
MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION
18 BEE STCHARLESTONSC29425576028985501(C)(3)$22,617$0GRANTEE
MY SISTER'S HOUSE INC
PO BOX 71171NORTH CHARLESTONSC29415570730861501(C)(3)$30,078$0GRANTEE
OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES
1684 BROWNSWOOD RDJOHNS ISLANDSC29455570905488501(C)(3)$58,333$0GRANTEE
PALMETTO COMMUNITY CARE
3547 MEETING STREET RDNORTH CHARLESTONSC29405570905550501(C)(3)$12,000$0GRANTEE
ROPER ST FRANCIS HEALTHCARE
8536 PALMETTO COMMERCE PARKWAYLADSONSC29456570831165GOVT$45,715$0GRANTEE
SC THRIVE
PO BOX 23503LEXINGTONSC29224901011409501(C)(3)$53,600$0GRANTEE
SECOND CHANCE BIKES
38 ASHLEY AVECHARLESTONSC29401824670279501(C)(3)$15,000$0GRANTEE
UNITED WAY OF THE MIDLANDS
PO BOX 202COLUMBIASC299010202570314396501(C)(3)$5,121$0GRANTEE
VISION TO LEARN
12100 WILSHIRE BLVDLOS ANGELESCA90025453457853501(C)(3)$8,518$0GRANTEE
WATER MISSIONS INTERNATIONAL
1150 MOLLY GREENE WAYN CHARLESTONSC29405571116978501(C)(3)$14,089$0GRANTEE
INTERNATIONAL AFRICAN AMERICAN MUSEUM
PO BOX 22761CHARLESTONSC29413203398254501(C)(3)$6,000$0GRANTEE
FieldValueIRS element (for citing)
Total501c3 Org36Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationA PORTION OF THE GRANTED FUNDS ARE A RESULT OF DIRECT DESIGNATIONS BY DONORS. IN THE CURRENT REPORTING YEAR THIS AMOUNT IS $523,967. 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAVID J HAMPTON
PRESIDENT & CEO$218,658$0$0$0$0$0$22,500$0$13,794$0$254,952$0$0$0
DAVID J WASSERMAN
CHIEF FINANCIAL OFFICER$154,191$0$0$0$0$0$30,000$0$330$0$184,521$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationPERSONS 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 2023-2024 FISCAL YEAR.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$146,800NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1APER THE TUW BYLAWS, THE PRESIDENT/CEO SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS, THUS 43 TOTAL AND 42 INDEPENDENT.
FORM 990, PART VI, SECTION A, LINE 2DR. FRANCES WELCH AND DR. COURTNEY HOWARD ARE BOTH EMPLOYEES WITH COLLEGE OF CHARLESTON. MS. DUSTI ANNAN AND DR. DAVID ZAAS ARE BOTH EMPLOYES OF MUSC. BRENDA SZYMANOWSKI AND CASSANDRA PRICE ARE BOTH EMPLOYEES OF ASTENJOHNSON. MR. DAN CURIA AND MS. GEONA SHAW JOHNSON ARE BOTH EMPLOYEES OF THE CITY OF CHARLESTON. MS. BARBARA MELVIN & MR. TRAVIS FRANK ARE BOTH EMPLOYEES OF THE SC PORTS AUTHORITY. MS. SHAWAN GILLIANS & MS. MOLLIE GORE ARE BOTH EMPLOYEES OF SANTEE COOPER.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 COMPLETED FORM 990 IS PROVIDED TO ALL TRIDENT UNITED WAY BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT 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 15ATHE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL CEO COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THREE 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 VIISECTION A. NATASHA CHATMAN WAS A MEMBER OF THE BOARD DURING FY23/24 AND RESIGNED HER ROLE AS A DIRECTOR BEFORE ACCEPTING THE ROLE OF CHIEF IMPACT OFFICER FOR TRIDENT UNITED WAY.
FORM 990, PART IX, LINE 11GPROFESSIONAL FEES AND CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 681,128. MANAGEMENT AND GENERAL EXPENSES 103,220. FUNDRAISING EXPENSES 226,097. TOTAL EXPENSES 1,010,445.