TRIDENT UNITED WAY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRIDENT UNITED WAY INC (EIN 57-0314378)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-28
- IRS object ID
- 202200879349300500
- Schema version
- 2020v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-28T07:04:11-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | BRIDGET BUSH | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8437409000 | PhoneNum |
| Signature | 2022-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIDGET | PersonFirstNm |
| Person Last | BUSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZOE DAVIS | PreparerPersonNm |
| PTIN | P01057590 | PTIN |
| Phone | 8438813315 | PhoneNum |
| Preparation | 2022-03-28 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHLOE KNIGHT TONNEY | 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 | $8,345,839 | 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 | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 72 | TotalEmployeeCnt |
| Total Volunteers | 2120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,097,374 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,462,765 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $63,062 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,136 | CYProgramServiceRevenueAmt |
| PY Investment Income | $911,122 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,517,133 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,904 | PYOtherRevenueAmt |
| CY Other Revenue | -$29,280 | CYOtherRevenueAmt |
| PY Total Revenue | $8,069,654 | PYTotalRevenueAmt |
| CY Total Revenue | $7,996,754 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,287,671 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,207,097 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,416,950 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,289,861 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $14,108 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,520,753 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,697,648 | PYOtherExpensesAmt |
| CY Other Expenses | $1,545,532 | CYOtherExpensesAmt |
| PY Total Expenses | $8,402,269 | PYTotalExpensesAmt |
| CY Total Expenses | $7,056,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$332,615 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $940,156 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,063,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,229,103 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,633,288 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,545,097 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,430,321 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,684,006 | 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 | $2,746,924 | ExpenseAmt |
| Grant | $1,317,388 | GrantAmt |
| Desc | COMMUNITY IMPACT - THE COMMUNITY IMPACT TEAM OF TRIDENT UNITED WAY WORKS TO STRENGTHEN OUR COMMUNITY BY FOCUSING ON EDUCATION, FINANCIAL STABILITY, AND HEALTH. THE THREE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH ARE INTEGRATED, AND TRIDENT UNITED WAY WORKS PROACTIVELY AND COLLABORATIVELY TO CREATE LONG-LASTING CHANGE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES USING THE COMMUNITY SOLUTIONS FRAMEWORKS AND THE COLLECTIVE IMPACT DISCIPLINE. TRIDENT UNITED WAY LEADS THREE NETWORKS, KINDERGARTEN READINESS, SAFETYNET ASSISTANCE, AND HEALTHY TRI-COUNTY TO SUPPORT COMMUNITY-LEVEL AND SYSTEMS CHANGE THAT NO ONE ORGANIZATION CAN DO ALONE. EACH IMPACT AREA'S GOALS ARE DETERMINED BY THESE NETWORKS THROUGH DATA AND FEEDBACK. THE FUNDS TRIDENT UNITED WAY COMPETITIVELY AWARDS TO OTHER NONPROFIT ORGANIZATIONS ALIGN WITH THE NETWORK PRIORITIES TO ENSURE SYNERGY BETWEEN FUNDING AND OTHER TRIDENT UNITED WAY INITIATIVES AND AREAS OF FOCUS.TRIDENT UNITED WAY'S COMMUNITY CHANGE EFFORTS ARE SUPPORTED THROUGH HUNDREDS OF WORKPLACE GIVING CAMPAIGNS, INDIVIDUAL GIVING, CORPORATE AND FOUNDATION GRANTS, FEDERAL AND STATE GRANTS, AND FEE FOR SERVICE ACTIVITIES. MAJOR INITIATIVES INCLUDED THE LAUNCH OF THE 2019-2022 FUNDING CYCLE ANNOUNCED ON APRIL 23, 2019 OF PROGRAMMATIC GRANT OFFERS TO 19 AGENCIES DELIVERING 35 PROGRAMS ACROSS BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES. THESE PROGRAMMATIC GRANT OFFERS COMPRISE PROGRAM INVESTMENT AND BASIC NEEDS GRANT POOLS TOTALING $1.2 MILLION IN PHILANTHROPIC INVESTMENTS CYCLE. THESE GRANT POOLS ALSO INCLUDE COLLECTIVE IMPACT AND COMMUNITY ENGAGEMENT GRANTS ALIGNING WITH THE FOUR TRADITIONS OF PHILANTHROPY: RELIEF, IMPROVEMENT, SOCIAL REFORM, AND CIVIC ENGAGEMENT.IN ADDITION TO GRANTS, THE COMMUNITY IMPACT AREA OF TRIDENT UNITED WAY SUPPORTS AND PROVIDES CAPACITY-BUILDING TOOLS TO THE COMMUNITY. THESE INCLUDE 211, RESOURCE CONNECTION CENTERS, THE AMERICORPS PROGRAM, AND CHARITYTRACKER. DETAILED DESCRIPTIONS OF THESE CAPACITY-BUILDING TOOLS ARE AS FOLLOWS: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 ONE HUNDRED LANGUAGES BY DIALING ONE NUMBER AND MAKING ONE PHONE CALL. 2-1-1 IS COMMITTED AS THE FIRST, MOST ESSENTIAL RESOURCE TO ANYONE WHO NEEDS HELP. AN COMMUNITY RESOURCE 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, COMMUNITY RESOURCE 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 THE CALLER WHO MAY NEED FURTHER ASSISTANCE. THE SERVICE IS FREE TO THE COMMUNITY, SERVICE PROVIDERS AND MUNICIPALITIES. 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 2020-2021 FISCAL YEAR INCLUDE 13,589 CALLS RECEIVED AND 33,147 REFERRALS MADE. BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS:THE BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS ARE A COLLABORATIVE PARTNERSHIP BETWEEN TRIDENT UNITED WAY AND A HOST OF PARTNERS. THE BERKELEY RESOURCE CONNECTION CENTER IS LOCATED AT 325 E. MAIN STREET, MONCKS CORNER, SC 29461 AND THE DORCHESTER RESOURCE CONNECTION CENTER IS LOCATED AT 1325A BOONEHILL ROAD, ROOM 124, SUMMERVILLE, SC 29485. SERVICES IN THE CENTERS ARE PROVIDED THROUGH A COMMUNITY NETWORK OF 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, AND LOWCOUNTRY FOOD BANK. 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 AND RESOURCES TO BECOME SELF-SUFFICIENT. 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 CONTINUUM 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 PROVIDED OVER 7,430 FINANCIAL STABILITY SERVICES TO 1,383 HOUSEHOLDS WITH 3,064 INDIVIDUALS IN THE 2020-2021 FISCAL YEAR. TRIDENT UNITED WAY AND AGENCY PARTNERS PROVIDED $167,095 IN IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES AND INDIVIDUALS.AMERICORPS FAMILY NAVIGATORS:THE TRIDENT UNITED WAY AMERICORPS PROGRAM HAS BEEN OPERATING FOR TEN YEARS WITH A GOAL OF BUILDING CAPACITY FOR COMMUNITY ORGANIZATIONS TO PROVIDE SERVICES THAT HELP FAMILIES BECOME MORE FINANCIALLY STABLE. FURTHER, THE TRIDENT UNITED WAY AMERICORPS PROGRAM HAS DEVELOPED A REPUTATION IN THE TRI-COUNTY OF PRODUCING HIGHLY QUALIFIED, TRAINED HUMAN SERVICES PROFESSIONALS. MORE THAN 75% OF ALL TRIDENT UNITED WAY AMERICORPS MEMBERS OVER THE PAST 3 YEARS MOVE ON TO EMPLOYMENT IN LOCAL HUMAN SERVICE ORGANIZATIONS AFTER COMPLETING THEIR SERVICE. NOTABLE RESULTS INCLUDE:THE AMERICORPS PROGRAM CONNECTED 2,690 FAMILIES TO OVER 6,000 BASIC NEEDS AND CRISIS MITIGATION SERVICES. WE ASSISTED 359 FAMILIES FILE STATE AND FEDERAL TAXES AT NO COST OR FEE BRINGING BACK $1,344,730 IN REFUNDS TO THE COMMUNITY. IN ADDITION, WE PROVIDED 186 CLIENTS WITH BASIC FINANCIAL EDUCATION. THE 16 MEMBERS INCREASED OUR REGION'S SERVICE CAPACITY. PARTNER AGENCIES AGREE TO HOST AMERICORPS MEMBERS AT THEIR ORGANIZATION SITES TO ENHANCE AND FACILITATE CLIENT OUTREACH AND SERVICES. PARTNER AGENCIES PROVIDE A MATCH TO TUW BASED ON MEMBER SERVICE HOURS TO THE AGENCY. THIS YEAR, TUW RECEIVED $34,628 IN PARTNER AGENCY MATCH FUNDS FOR THE AMERICORPS PROGRAM.CHARITYTRACKER:CHARITYTRACKER IS A WEB-BASED TRACKING TOOL PROVIDED TO COMMUNITY PARTNERS AT NO CHARGE THROUGH TRIDENT UNITED WAY. IT IS USED BY TRIDENT UNITED WAY PARTNER ORGANIZATIONS INCLUDING GRANTEES, COMMUNITY PARTNERS AND FAITH-BASED ORGANIZATIONS TO TRACK AND 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. AN ELECTRONIC 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 TO PEOPLE IN NEED. THE SYSTEM IS SECURE AND ONLY AGENCIES AND PARTNERS THAT COMPLETE TRAINING CERTIFICATION CAN USE THE SYSTEM.-THERE ARE 342 ORGANIZATIONS USING CHARITYTRACKER SYSTEM.-SERVICES TRACKED PARTNERS USING THE SYSTEM IN THE 2020-2021 FISCAL YEAR PROVIDED 22,391 HOUSEHOLDS, COMPRISED OF 44,334 INDIVIDUALS, WITH $4,217,736 IN MONETARY ASSISTANCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,051,757 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $34,628 | RevenueAmt |
| Desc | FINANCIAL STABILITY - INITIATIVES 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 THE EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM. 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 BEGIN 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 2020-2021 INCLUDE THE FOLLOWING: 1. BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS SERVED 1,383 HOUSEHOLDS WITH 3,064 INDIVIDUALS PROVIDED WITH 7,430 FINANCIAL STABILITY SERVICES.2. EMERGENCY FOOD AND SHELTER (EFSP) PROGRAM - THROUGH TRIDENT UNITED WAY'S WORK WITH THE SAFETY NET ASSISTANCE NETWORK, EFSP AWARDED $697,061 IN 3 PHASES. THIS INCLUDES 36 PARTNERS AND 71 PROGRAMS OVER THE 3 PHASES IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES.3. CHARITYTRACKER - THROUGH THE MORE THAN 340 AGENCIES, CHURCHES AND FAITH-BASED ORGANIZATIONS USING CHARITYTRACKER, 22,391 HOUSEHOLDS WITH 44,334 HOUSEHOLD MEMBERS WERE ASSISTED WITH THE VALUE OF ASSISTANCE EQUALING $4,217,736. 4. SC THRIVE - THRIVE HUB - MORE THAN 3,313 APPLICATIONS FOR WORK SUPPORT AND BENEFITS WERE COMPLETED. THE TAX FILING ASSISTANCE SERVICES PROVIDED MORE THAN 1,898 STATE AND/OR FEDERAL TAX RETURN FILINGS FOR FREE THROUGHOUT THE TRI-COUNTY AREA BRINGING BACK $1,344,730 IN REFUNDS BACK INTO THE COMMUNITY. THIS SAVED MORE THAN $270,000 IN FILING FEES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $202,220 | ExpenseAmt |
| Desc | EDUCATION - TRIDENT UNITED WAY SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO PROMOTE BIRTH TO AGE 8 EARLY LEARNING, KINDERGARTEN READINESS AND MITIGATING KEY LEARNING BENCHMARK GAPS. THIS INCLUDES READING ON GRADE-LEVEL BY THIRD GRADE FOR UNDERSERVED STUDENTS LIVING AT <200% OF POVERTY. THE EDUCATION IMPACT AREA WORKS IN THREE WAYS:-CONVENING THE KINDERGARTEN READINESS NETWORK FOR THE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE, WHICH PRIORITIZES SCHOOL READINESS OUTCOMES FOR CHILDREN BIRTH THROUGH AGE EIGHT. THE NETWORK IS LED BY ITS GUIDING TEAM AND REPRESENTATIVES FROM MORE THAN 40 ORGANIZATIONS IN THE REGION. THE NETWORK CREATED A GUIDING FRAMEWORK THAT SUPPORTS IMPROVED KINDERGARTEN READINESS OUTCOMES IN THE TRI-COUNTY. -PROVIDING TRIDENT UNITED WAY PROGRAM INVESTMENT AND BASIC NEEDS GRANTS TO ORGANIZATIONS THAT ALIGN WITH NETWORK PRIORITIES.-FUNDING AND COLLABORATIVELY WORKING WITH THE FOUR TRI-COUNTY SCHOOL DISTRICTS TO CONDUCT THE READING BY THIRD INNOVATION PROJECT IN SELECT SCHOOLS, WITH THE GOAL OF HELPING CHILDREN ACHIEVE THE BENCHMARK OF READING AT GRADE-LEVEL BY THIRD GRADE AND SCALING EFFECTIVE PRACTICES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt | RevenueRevenueAmt |
|---|---|---|---|
| $357,170 | HEALTH- TRIDENT UNITED WAY HAS PARTNERED WITH MUSC HEALTH AND ROPER ST. FRANCIS 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: -HEALTHY TRI-COUNTY/TRIDENT UNITED WAY RENEWED THE ACCELERATOR GRANT TO FUND DIABETES PREVENTION PROGRAM FOR RURAL DIABETES 'HOTSPOTS' IN HOLLYWOOD AND MONCKS CORNER, SC. - THE CONVERSATIONS ON RACE AND HEALTH EQUITY PRESENTED A SERIES ON THE COVID-19 PANDEMIC THAT BEGAN WITH A CONVERSATION ON THE COMMON MENTAL HEALTH ISSUES IN COMMUNITIES OF COLOR THAT HAVE BEEN AMPLIFIED BY THE PANDEMIC FOLLOWED BY CONVERSATIONS OF VACCINE HESITANCY AND MITIGATING FACTORS. - MORE THAN 320 REGISTRANTS, 240 ATTENDEES AND 40 HEALTH RESOURCE PARTNERS PARTICIPATED IN THE TRI-COUNTY HEALTH SYMPOSIUM IN NOVEMBER 2021.- THE INAUGURAL HEALTHY TRI-COUNTY ACCOMPLISHMENTS REPORT 2019 - 2021 WAS LAUNCHED IN JUNE 2021. THIS REPORT HIGHLIGHTED THE PROGRESS MADE BY HEALTHY TRI-COUNTY SUBCOMMITTEES AND COMMUNITY PARTNERS TOWARD THE GOALS OUTLINED IN THE OUR HEALTH, OUR FUTURE: TRI-COUNTY HEALTH IMPROVEMENT PLAN (TCHIP) 2018 - 2023. KEY ACCOMPLISHMENTS OVER THE LAST THREE YEARS WERE FEATURED ALONG WITH AN IMPERATIVE CALL TO ACTION TO AMPLIFY HEALTH IMPROVEMENT AND HEALTH EQUITY IN THE REGION.- HEALTHY TRI-COUNTY COMMUNITY HUB LAUNCHED AN ONLINE GUIDE OF PROVIDERS AND RESOURCES: WWW.HEALTHYTRICOUNTY.COM/COMMUNITY-RESOURCE-HUB | ||
| $712,449 | CONNECTING THE COMMUNITY-CONNECTING 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 EVENT IN LOCAL SCHOOLS AND THE COMMUNITY'S LARGEST VOLUNTEER EVENT DURING TRIDENT UNITED WAY'S DAYS OF CARING. IN THE 2020-2021 FISCAL YEAR TUW ENGAGED MORE THAN 2,120 VOLUNTEERS, COMPLETED 130 COMMUNITY PROJECTS, FOR A TOTAL OF 4,126 HOURS OF SERVICE, WITH 165 COMPANIES FINDING WAYS TO GIVE BACK AND BUILD TEAM AND COMMUNITY SPIRIT. THE TIME AND SKILLS CONTRIBUTED BY THE TRIDENT UNITED WAY VOLUNTEERS SAVED OUR COMMUNITY MORE THAN $105,089.2. COMMUNICATION WITH KEY CONSTITUENTS AND ACROSS THE COMMUNITY INCLUDES YEAR-ROUND STRATEGIC EFFORTS. TRIDENT UNITED WAY DISTRIBUTES EMAIL NEWSLETTERS 6 TIMES PER YEAR TO MORE THAN 30,000 RECIPIENTS FOR EACH ISSUE. ANNUALLY TRIDENT UNITED WAY SENDS TARGETED EMAIL COMMUNICATIONS TO THE HEALTHY TRI-COUNTY NETWORK SIX TIMES PER YEAR AND DONOR NETWORK EMAIL NEWSLETTERS PERIODICALLY. THE ORGANIZATION'S WEBSITE (TUW.ORG) AND LINKEDIN PRESENCE ARE UPDATED WEEKLY WITH NEW INFORMATION ABOUT IMPACT AND EVENTS. TRIDENT UNITED WAY POSTS INFORMATION AND ENGAGES WITH FOLLOWERS DAILY ON ITS FACEBOOK, INSTAGRAM AND TWITTER ACCOUNTS. 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.DONOR DESIGNATION FEES: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 INVEST IN 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. TOTAL DONOR DESIGNATION FEES RECEIVED DURING THE FY 2020-2021 WERE $11,508.REQUESTS ARE PROCESSED BY TRIDENT UNITED WAY AND PAYMENTS MADE TO DESIGNATED ORGANIZATIONS ARE 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 AN ANNUAL BASIS, CONFIRMING THE ORGANIZATION HAS AN ACTIVE 501(C)(3) STATUS WITH THE INTERNAL REVENUE SERVICE AND COMPLETES 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. | $839,709 | $11,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,069,619 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $839,709 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $11,508 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,070,520 | 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 | 0 | 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 | Yes (1) | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 72 | 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 | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | BRIDGET A BUSH CFO | 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 (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CHLOE KNIGHT TONNEY | ||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | Yes (X) | $194,282 | $0 | $32,996 |
| WENDY KOPP | ||||||
| ADVANCEMENT COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY GROW | ||||||
| AUDIT COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TOM J LEONARD | ||||||
| CAMPAIGN COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY DAVIS | ||||||
| COMMUNITY IMPACT CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARK E LEWIS | ||||||
| FINANCE COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY BREWER | ||||||
| INVESTMENT COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH ROGERS | ||||||
| MKTG & COMMUNIC. CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RICARDO AGNELLI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERNEST ANDRADE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA BROWNING | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DONDI COSTIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARA DEWOLF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JESSE DOVE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REVECCA ENGELMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE FOREST | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES GAINER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TODD GALLATI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAYOR GREGORY HABIB | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SONIA HANSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HARVEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EDDIE INGRAM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCIS G 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 III | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VANESSA TURNER MAYBANK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANINE MCMANUS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA MELVIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARCELA RABENS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SAMUEL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY SEASE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ARNOLD SINGLETON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REEVES SKEEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH SMITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE STITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE SWANSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PETER TECKLENBERG | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM TURNER III | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRAN WELCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STUART WOODCOCK JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FLEETWOOD HASSELL | ||||||
| IMMEDIATE PAST BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN POLSTON | ||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT FEI | ||||||
| STRATEGIC PLANNING CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIDGET BUSH | ||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $102,407 | $0 | $27,524 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $296,689 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,520 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY ASSOCIATION OF SC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ARBOR LAKE DR STE 500B | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | 211 SYSTEM CONTRACTS AND MEMBER SERVICES | ServicesDesc |
| Compensation | $213,424 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $28,473 | FundraisingAmt |
| Government Grants | $917,484 | GovernmentGrantsAmt |
| All Other Contributions | $5,516,808 | AllOtherContributionsAmt |
| Noncash Contributions | $283,779 | NoncashContributionsAmt |
| Total Contributions | $6,462,765 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AMERICORP PROGRAM SERVICE FEES | 519100 | $34,628 | $34,628 |
| DONOR DESIGNATION FEES | 900099 | $11,508 | $11,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,136 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $332,998 | TotalRevenueColumnAmt |
| Exclusion | $332,998 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $254,497 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $295,718 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$41,221 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,221 | TotalRevenueColumnAmt |
| Exclusion | -$41,221 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,191,877 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $7,742 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,191,877 | SecuritiesAmt |
| Other | -$7,742 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,184,135 | TotalRevenueColumnAmt |
| Exclusion | $1,184,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $54,238 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $28,473 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $45,625 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,613 | TotalRevenueColumnAmt |
| Exclusion | $8,613 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOLUNTEER EVENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,328 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,328 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,328 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,996,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,464 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,484,525 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,207,097 | TotalAmt |
| Program Services | $2,207,097 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,683 | TotalAmt |
| Program Services | $221,956 | ProgramServicesAmt |
| Management And General | $36,410 | ManagementAndGeneralAmt |
| Fundraising | $137,317 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,292,530 | TotalAmt |
| Program Services | $1,285,981 | ProgramServicesAmt |
| Management And General | $210,953 | ManagementAndGeneralAmt |
| Fundraising | $795,596 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,071 | TotalAmt |
| Program Services | $61,183 | ProgramServicesAmt |
| Management And General | $10,036 | ManagementAndGeneralAmt |
| Fundraising | $37,852 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,167 | TotalAmt |
| Program Services | $162,768 | ProgramServicesAmt |
| Management And General | $26,700 | ManagementAndGeneralAmt |
| Fundraising | $100,699 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,410 | TotalAmt |
| Program Services | $113,541 | ProgramServicesAmt |
| Management And General | $18,625 | ManagementAndGeneralAmt |
| Fundraising | $70,244 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,900 | TotalAmt |
| Program Services | $15,387 | ProgramServicesAmt |
| Management And General | $2,347 | ManagementAndGeneralAmt |
| Fundraising | $8,166 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,108 | TotalAmt |
| Fundraising | $14,108 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,460 | TotalAmt |
| Management And General | $55,460 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,605 | TotalAmt |
| Program Services | $388,115 | ProgramServicesAmt |
| Management And General | $40,377 | ManagementAndGeneralAmt |
| Fundraising | $85,113 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,876 | TotalAmt |
| Program Services | $234,936 | ProgramServicesAmt |
| Fundraising | $67,940 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,355 | TotalAmt |
| Program Services | $17,724 | ProgramServicesAmt |
| Management And General | $6,053 | ManagementAndGeneralAmt |
| Fundraising | $4,578 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,407 | TotalAmt |
| Program Services | $84,732 | ProgramServicesAmt |
| Management And General | $9,698 | ManagementAndGeneralAmt |
| Fundraising | $33,977 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,748 | TotalAmt |
| Program Services | $2,621 | ProgramServicesAmt |
| Management And General | $358 | ManagementAndGeneralAmt |
| Fundraising | $4,769 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,579 | TotalAmt |
| Program Services | $14,942 | ProgramServicesAmt |
| Management And General | $4,505 | ManagementAndGeneralAmt |
| Fundraising | $14,132 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,311 | TotalAmt |
| Program Services | $88,481 | ProgramServicesAmt |
| Management And General | $8,783 | ManagementAndGeneralAmt |
| Fundraising | $35,047 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,113 | TotalAmt |
| Program Services | $22,490 | ProgramServicesAmt |
| Management And General | $9,679 | ManagementAndGeneralAmt |
| Fundraising | $11,944 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $154,250 | $93,127 | $12,015 | $49,108 |
| POSTAGE & PRINTING | $88,011 | $42,600 | $3,961 | $41,450 |
| BANK CHARGES | $27,508 | $10,573 | $8,776 | $8,159 |
| EQUIPMENT | $3,409 | $2,266 | $589 | $554 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,056,598 | TotalAmt |
| Program Services | $5,070,520 | ProgramServicesAmt |
| Management And General | $465,325 | ManagementAndGeneralAmt |
| Fundraising | $1,520,753 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,457,341 | BOYAmt |
| EOY | $5,677,793 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,408 | BOYAmt |
| EOY | $417,937 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,040,789 | BOYAmt |
| EOY | $2,235,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,156 | BOYAmt |
| EOY | $124,193 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,036 | BOYAmt |
| EOY | $64,590 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,802,660 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,884,877 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,083,948 | BOYAmt |
| EOY | $1,917,783 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,111,931 | BOYAmt |
| EOY | $10,790,956 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,063,609 | BOYAmt |
| EOY | $21,229,103 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,072 | BOYAmt |
| EOY | $948,227 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,216 | BOYAmt |
| EOY | $596,870 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,633,288 | BOYAmt |
| EOY | $1,545,097 | 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 | $13,807,926 | BOYAmt |
| EOY | $16,575,414 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,622,395 | BOYAmt |
| EOY | $3,108,592 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,430,321 | BOYAmt |
| EOY | $19,684,006 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,063,609 | BOYAmt |
| EOY | $21,229,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $940,156 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,090,962 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $222,567 | 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 | $9,869,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,343,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,582,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,097,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,462,765 | CurrentTaxYearAmt |
| Total | $38,355,573 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,869,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,343,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,582,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,097,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,462,765 | CurrentTaxYearAmt |
| Total | $38,355,573 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,866,463 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,489,110 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $577,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $872,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $511,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $892,023 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $587,495 | CurrentTaxYearAmt |
| Total | $3,441,329 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,098 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,328 | CurrentTaxYearAmt |
| Total | $315,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,112,194 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $361,428 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86340 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,350,746 | BeginningYearBalanceAmt |
| Contributions | $83,927 | ContributionsAmt |
| Investment Earnings Or Losses | $431,989 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$45,811 | OtherExpendituresAmt |
| End Year Balance | $5,820,851 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,777,285 | BeginningYearBalanceAmt |
| Contributions | $220,836 | ContributionsAmt |
| Investment Earnings Or Losses | $624,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$271,609 | OtherExpendituresAmt |
| End Year Balance | $5,350,746 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89540 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06560 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03900 | 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 | $2,954,385 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,877,136 | DepreciationAmt |
| Book Value | $1,077,249 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $358,275 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $7,741 | DepreciationAmt |
| Book Value | $350,534 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,917,783 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,840,863 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,090,961 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $222,567 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $295,718 | OtherRevenueAmt |
| Revenue Not Reported | $1,609,246 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,231,617 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $55,460 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $709,677 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $765,137 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,996,754 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,587,178 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $295,718 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $295,718 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,291,460 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $55,460 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $709,678 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $765,138 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,056,598 | 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 295,718. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 709,677. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COMMERCIAL RENTAL EXPENSES 295,718. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATED FUNDS 709,678. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SING UNITED | Event1Nm |
| Gross Receipts Event1 | $82,711 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $28,473 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $54,238 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $3,500 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $8,250 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $33,875 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $82,711 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $28,473 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $54,238 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,500 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $8,250 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,875 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $45,625 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,613 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LOWCOUNTRY FOOD BANK INC | |||||||
| 2864 AZALEA DR | CHARLESTON | SC | 29405 | 570751835 | 501(C)(3) | $235,786 | GRANTEE |
| OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES | |||||||
| 1684 BROWNSWOOD RD | JOHNS ISLAND | SC | 29455 | 570905488 | 501(C)(3) | $123,063 | GRANTEE |
| COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC | |||||||
| 1090 E MONTAGUE AVE | CHARLESTON | SC | 29403 | 570915384 | 501(C)(3) | $120,614 | GRANTEE |
| ACCESS HEALTH TRI-COUNTY NETWORK | |||||||
| 1483 TOBIAS GADSON BLVD SUITE 109A | CHARLESTON | SC | 29407 | 274743848 | GOVT | $120,000 | GRANTEE |
| EAST COOPER COMMUNITY OUTREACH | |||||||
| 1145 SIX MILE ROAD | MOUNT PLEASANT | SC | 29466 | 570939280 | 501(C)(3) | $112,462 | GRANTEE |
| PALMETTO COMMUNITY CARE | |||||||
| 3547 MEETING STREET ROAD | NORTH CHARLESTON | SC | 29405 | 570905550 | 501(C)(3) | $89,560 | GRANTEE |
| WINGS FOR KIDS INC | |||||||
| 2097 MOUNT PLEASANT STREET | CHARLESTON | SC | 29403 | 571055054 | 501(C)(3) | $80,696 | GRANTEE |
| READING PARTNERS - CHARLESTON SC | |||||||
| 6296 RIVERS AVENUE SUITE 305 | NORTH CHARLESTON | SC | 29406 | 770568469 | 501(C)(3) | $78,174 | GRANTEE |
| DEE NORTON CHILD ADVOCACY CENTER | |||||||
| 1061 KING STREET | CHARLESTON | SC | 29403 | 570905724 | 501(C)(3) | $77,783 | GRANTEE |
| TURNING LEAF PROJECT | |||||||
| 3765 LEEDS AVE | CHARLESTON | SC | 29405 | 460671501 | 501(C)(3) | $60,067 | GRANTEE |
| REACH OUT AND READ | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 21111 | 043481253 | 501(C)(3) | $56,500 | GRANTEE |
| SC THRIVE | |||||||
| PO BOX 23503 | LEXINGTON | SC | 29224 | 901011409 | 501(C)(3) | $50,000 | GRANTEE |
| UNITED WAY OF THE MIDLANDS | |||||||
| PO BOX 202 | COLUMBIA | SC | 29901 | 570314396 | 501(C)(3) | $45,270 | GRANTEE |
| ONE80 PLACE | |||||||
| PO BOX 20038 | CHARLESTON | SC | 29413 | 570789483 | 501(C)(3) | $42,169 | GRANTEE |
| FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA | |||||||
| 19 SAINT MARGARET STREET | CHARLESTON | SC | 29403 | 570342030 | 501(C)(3) | $41,590 | GRANTEE |
| CHARLESTON LEGAL ACCESS | |||||||
| 3775 SPRUILL AVE | NORTH CHARLESTON | SC | 29405 | 811013976 | 501(C)(3) | $40,000 | GRANTEE |
| DORCHESTER CHILDREN'S ADVOCACY CENTER | |||||||
| 303 E RICHARDSON ST | SUMMERVILLE | SC | 29483 | 571078099 | 501(C)(3) | $39,987 | GRANTEE |
| CAROLINA YOUTH DEVELOPMENT CENTER | |||||||
| 5055 LACKAWANNA BLVD | NORTH CHARLESTON | SC | 29406 | 570669877 | 501(C)(3) | $35,250 | GRANTEE |
| SUMMERVILLE FAMILY YMCA | |||||||
| 140 SOUTH CEDAR STREET | SUMMERVILLE | SC | 29483 | 570643100 | 501(C)(3) | $33,402 | GRANTEE |
| CHARLESTON PROMISE NEIGHBORHOOD | |||||||
| 1819 MEETING STREET ROAD | NORTH CHARLESTON | SC | 29405 | 800597710 | 501(C)(3) | $28,014 | GRANTEE |
| CHARLESTON PRO BONO LEGAL SERVICES | |||||||
| 111 CHURCH STREET | CHARLESTON | SC | 29401 | 200737728 | 501(C)(3) | $27,295 | GRANTEE |
| PALMETTO GOODWILL SERVICES | |||||||
| 2150 EAGLE DR BLDG 100 | NORTH CHARLESTON | SC | 29406 | 570632511 | 501(C)(3) | $24,000 | GRANTEE |
| SEACOAST CHRISTIAN COMMUNITY CHURCH INC | |||||||
| 750 LONG POINT ROAD | MOUNT PLEASANT | SC | 29464 | 571045195 | 501(C)(3) | $21,938 | GRANTEE |
| EAST COOPER BAPTIST CHURCH | |||||||
| 361 EGYPT ROAD | MOUNT PLEASANT | SC | 29464 | 570697258 | CHURCH | $21,229 | GRANTEE |
| CHRIST EPISCOPAL CHURCH | |||||||
| 2304 HIGHWAY 17 | MOUNT PLEASANT | SC | 29466 | 570771713 | CHURCH | $20,017 | GRANTEE |
| FAMILY SERVICES INC DBA ORIGIN SC | |||||||
| 8084 RIVERS AVENUE | N CHARLESTON | SC | 29406 | 570324920 | 501(C)(3) | $19,018 | GRANTEE |
| UNITED WAY OF GREENVILLE COUNTY | |||||||
| 105 EDINBURGH COURT | GREENVILLE | SC | 29607 | 570362066 | 501(C)(3) | $18,800 | GRANTEE |
| ADDLESTONE HEBREW ACADEMY | |||||||
| 1639 WALLENBURG BLVD | CHARLESTON | SC | 29407 | 570409223 | 501(C)(3) | $16,850 | GRANTEE |
| SOUTH CAROLINA AQUARIUM | |||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | 570961897 | 501(C)(3) | $14,837 | GRANTEE |
| LONG BRANCH BAPTIST CHURCH OF GREENVILLE | |||||||
| 28 BOLT ST | GREENVILLE | SC | 29605 | 570521475 | CHURCH | $12,000 | GRANTEE |
| WATER MISSION INTERNATIONAL | |||||||
| 1150 MOLLY GREENE WAY | N CHARLESTON | SC | 29405 | 571116978 | 501(C)(3) | $11,136 | GRANTEE |
| UNITED WAY OF CENTRAL SAVANNAH RIVER AREA | |||||||
| 1765 BROAD STREET | AUGUSTA | GA | 30904 | 580566155 | 501(C)(3) | $11,128 | GRANTEE |
| LIFE COVENANT CHURCH | |||||||
| 4600 E 2ND ST | EDMOND | OK | 73034 | 731486708 | CHURCH | $10,667 | GRANTEE |
| CHARLESTON ORPHAN HOUSE INC | |||||||
| 5055 LACKAWANNA BLVD | NORTH CHARLESTON | SC | 29405 | 570669877 | 501(C)(3) | $10,514 | GRANTEE |
| UNITED WAY OF GREATER RICHMOND AND PETERSBURG | |||||||
| PO BOX 11807 | RICHMOND | VA | 23230 | 237375346 | 501(C)(3) | $10,067 | GRANTEE |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | |||||||
| 18 BEE ST | CHARLESTON | SC | 29425 | 576028985 | 501(C)(3) | $9,930 | GRANTEE |
| CHARLESTON BAPTIST CHURCH | |||||||
| 13 SAN MIGUEL RD | CHARLESTON | SC | 29414 | 570776068 | CHURCH | $9,800 | GRANTEE |
| EAST COOPER MEALS ON WHEELS INC | |||||||
| PO BOX 583 | MOUNT PLEASANT | SC | 29465 | 570804618 | 501(C)(3) | $9,737 | GRANTEE |
| TWO RIVERS PRESBYTERIAN CHURCH | |||||||
| 1082 EAST MONTAGUE AVENUE | NORTH CHARLESTON | SC | 29405 | 208223428 | CHURCH | $9,601 | GRANTEE |
| MOUNT MORIAH MISSIONARY BAPTIST CHURCH | |||||||
| 7396 RIVERS AVE | NORTH CHARLESTON | SC | 29406 | 570815508 | CHURCH | $9,400 | GRANTEE |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | 570426335 | 501(C)(3) | $8,625 | GRANTEE |
| THE CHURCH AT LIFE PARK | |||||||
| 1151 GEORGE BROWDER BOULEVARD | MOUNT PLEASANT | SC | 29466 | 471094917 | CHURCH | $8,615 | GRANTEE |
| BLACK RIVER UNITED WAY - GEORGETOWN SC | |||||||
| PO BOX 1065 | GEORGETOWN | SC | 29440 | 570526145 | 501(C)(3) | $8,435 | GRANTEE |
| TRI-COUNTY CRADLE TO CAREER COLLABORATIVE | |||||||
| 1691 TURNBALL AVE | NORTH CHARLESTON | SC | 29405 | 462902337 | 501(C)(3) | $8,350 | GRANTEE |
| NEWSPRING CHURCH | |||||||
| PO BOX 1407 | ANDERSON | SC | 29622 | 264189337 | CHURCH | $8,100 | GRANTEE |
| TURNING POINT MINISTRIES | |||||||
| 1001 W 2ND AVE | GASTONIA | NC | 25852 | 352342168 | 501(C)(3) | $7,425 | GRANTEE |
| UNITED WAY OF THE CENTRAL CAROLINAS INC | |||||||
| PO BOX 890685 | CHARLOTTE | NC | 28289 | 560529949 | 501(C)(3) | $7,076 | GRANTEE |
| REDEEMER PRESBYTERIAN CHURCH | |||||||
| 43 WENTWORTH ST | CHARLESTON | SC | 29401 | 571072429 | CHURCH | $7,000 | GRANTEE |
| PORTER-GAUD SCHOOL | |||||||
| 300 ALBEMARLE RD | CHARLESTON | SC | 29407 | 570342032 | 501(C)(3) | $6,949 | GRANTEE |
| UNITED WAY OF PICKENS COUNTY | |||||||
| PO BOX 96 | EASLEY | SC | 29641 | 570476249 | 501(C)(3) | $6,592 | GRANTEE |
| CHANGED LIVES MINISTRY | |||||||
| 470 REID HILL ROAD | MONCKS CORNER | SC | 29461 | 813308416 | 501(C)(3) | $6,245 | GRANTEE |
| UNITED WAY OF THE COASTAL EMPIRE | |||||||
| 428 BULL STREET | SAVANNAH | GA | 31401 | 580623603 | 501(C)(3) | $6,129 | GRANTEE |
| UNITED WAY OF SOUTHEAST LOUISIANA | |||||||
| 2515 CANAL ST | NEW ORLEANS | LA | 70119 | 720471369 | 501(C)(3) | $6,103 | GRANTEE |
| CALVARY CHAPEL OF BOISE INC | |||||||
| 123 S AUTO DRIVE | BOISE | ID | 83709 | 820373010 | CHURCH | $5,833 | GRANTEE |
| CHARLESTON SOUTHERN UNIVERSITY | |||||||
| 9200 UNIVERSITY BLVD | NORTH CHARLESTON | SC | 29407 | 570474291 | 501(C)(3) | $5,132 | GRANTEE |
| UNITED WAY OF HORRY COUNTY | |||||||
| 761 CENTURY CIR | CONWAY | SC | 29526 | 570558692 | 501(C)(3) | $5,127 | GRANTEE |
| GIBBES MUSEUM OF ART | |||||||
| 135 MEETING STREET | CHARLESTON | SC | 29401 | 570323047 | 501(C)(3) | $5,115 | GRANTEE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 45 | Total501c3OrgCnt |
| Total Other Org | 12 | 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 $709,678. 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. THERE IS AN ANNUAL REVIEW OF GRANTEE PROGRAM RESULTS AND FUND EXPENDITURES. IN THE CURRENT REPORTING YEAR THIS AMOUNT WAS $1,925,202. | 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 | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $194,282 | 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 | $9,750 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $23,246 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $227,278 | 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 1 , LINE 4B: | FormAndLineReferenceDesc |
| Explanation | PERSONS PARTICIPATING 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 2020-2021 FISCAL YEAR | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $283,779 | 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 (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | PER THE TUW BYLAWS, THE PRESIDENT/CEO SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS, THUS 44 TOTAL AND 43 INDEPENDENT. |
| 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 AND CHIEF EXECUTIVE OFFICER OF TRIDENT UNITED WAY. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE OF TRIDENT UNITED WAY AND RECOMMENDED FOR FILING. THE AUDIT COMMITTEE PROVIDES THE COMPLETED FORM 990 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 UPON REQUEST FROM THE ORGANIZATION |