2022-03-28T07:04:11-05:00 2021-06-30 824158464 DAVIS & COMPANY CPAS PO BOX 1552 MOUNT PLEASANT SC 29465 990 2020-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 BRIDGET BUSH CHIEF FINANCIAL OFFICER 8437409000 2022-03-28 1 BRIDGET BUSH 999009999 ZOE DAVIS P01057590 8438813315 2022-03-28 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHLOE KNIGHT TONNEY PO BOX 63305 NORTH CHARLESTON SC 294193305 8345839 0 X WWW.TUW.ORG X 1944 SC CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY & HEALTH. 44 43 72 2120 0 0 7097374 6462765 63062 46136 911122 1517133 -1904 -29280 8069654 7996754 3287671 2207097 0 0 3416950 3289861 0 14108 1520753 1697648 1545532 8402269 7056598 -332615 940156 19063609 21229103 1633288 1545097 17430321 19684006 X TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. 0 0 2746924 1317388 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. 1051757 50000 34628 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. 202220 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. 357170 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 712449 839709 11508 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. 1069619 839709 11508 5070520 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 72 1 0 0 0 0 0 0 0 0 0 0 X 44 43 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X X X BRIDGET A BUSH CFO 8437407746 P O BOX 63305 NORTH CHARLESTON SC 29419 CHLOE KNIGHT TONNEY PRESIDENT AND CEO 50.00 X X 194282 0 32996 WENDY KOPP ADVANCEMENT COMMITTEE CHAIR 5.00 X 0 0 0 TIMOTHY GROW AUDIT COMMITTEE CHAIR 5.00 X 0 0 0 TOM J LEONARD CAMPAIGN COMMITTEE CHAIR 5.00 X 0 0 0 BRADLEY DAVIS COMMUNITY IMPACT CHAIR 5.00 X 0 0 0 MARK E LEWIS FINANCE COMMITTEE CHAIR 5.00 X 0 0 0 WENDY BREWER INVESTMENT COMMITTEE CHAIR 5.00 X 0 0 0 ELIZABETH ROGERS MKTG & COMMUNIC. CHAIR 5.00 X 0 0 0 RICARDO AGNELLI DIRECTOR 2.00 X 0 0 0 ERNEST ANDRADE DIRECTOR 2.00 X 0 0 0 PAMELA BROWNING DIRECTOR 2.00 X 0 0 0 DONDI COSTIN DIRECTOR 2.00 X 0 0 0 SARA DEWOLF DIRECTOR 2.00 X 0 0 0 JESSE DOVE DIRECTOR 2.00 X 0 0 0 REVECCA ENGELMAN DIRECTOR 2.00 X 0 0 0 ANNE FOREST DIRECTOR 2.00 X 0 0 0 CHARLES GAINER DIRECTOR 2.00 X 0 0 0 TODD GALLATI DIRECTOR 2.00 X 0 0 0 MAYOR GREGORY HABIB DIRECTOR 2.00 X 0 0 0 SONIA HANSON DIRECTOR 2.00 X 0 0 0 JOHN HARVEY DIRECTOR 2.00 X 0 0 0 EDDIE INGRAM DIRECTOR 2.00 X 0 0 0 FRANCIS G JOHNSON DIRECTOR 2.00 X 0 0 0 JULIE KORNAHRENS DIRECTOR 2.00 X 0 0 0 TODD LANT DIRECTOR 2.00 X 0 0 0 KENNETH LOTT III DIRECTOR 2.00 X 0 0 0 VANESSA TURNER MAYBANK DIRECTOR 2.00 X 0 0 0 JANINE MCMANUS DIRECTOR 2.00 X 0 0 0 BARBARA MELVIN DIRECTOR 2.00 X 0 0 0 MARCELA RABENS DIRECTOR 2.00 X 0 0 0 MICHAEL SAMUEL DIRECTOR 2.00 X 0 0 0 TIMOTHY SEASE DIRECTOR 2.00 X 0 0 0 ARNOLD SINGLETON DIRECTOR 2.00 X 0 0 0 REEVES SKEEN DIRECTOR 2.00 X 0 0 0 KENNETH SMITH DIRECTOR 2.00 X 0 0 0 MELANIE STITH DIRECTOR 2.00 X 0 0 0 STEVE SWANSON DIRECTOR 2.00 X 0 0 0 PETER TECKLENBERG DIRECTOR 2.00 X 0 0 0 WILLIAM TURNER III DIRECTOR 2.00 X 0 0 0 FRAN WELCH DIRECTOR 2.00 X 0 0 0 STUART WOODCOCK JR DIRECTOR 2.00 X 0 0 0 FLEETWOOD HASSELL IMMEDIATE PAST BOARD CHAIR 5.00 X X 0 0 0 STEPHEN POLSTON BOARD CHAIR 5.00 X X 0 0 0 ROBERT FEI STRATEGIC PLANNING CHAIR 5.00 X X 0 0 0 BRIDGET BUSH CHIEF FINANCIAL OFFICER 50.00 X 102407 0 27524 296689 0 60520 2 0 1 0 UNITED WAY ASSOCIATION OF SC 400 ARBOR LAKE DR STE 500B COLUMBIA SC 29223 211 SYSTEM CONTRACTS AND MEMBER SERVICES 213424 1 28473 917484 5516808 283779 6462765 AMERICORP PROGRAM SERVICE FEES 519100 34628 34628 DONOR DESIGNATION FEES 900099 11508 11508 46136 332998 332998 254497 295718 -41221 -41221 -41221 1191877 0 7742 1191877 -7742 1184135 1184135 54238 28473 45625 8613 8613 VOLUNTEER EVENT INCOME 900099 3328 3328 3328 7996754 49464 0 1484525 2207097 2207097 395683 221956 36410 137317 2292530 1285981 210953 795596 109071 61183 10036 37852 290167 162768 26700 100699 202410 113541 18625 70244 25900 15387 2347 8166 14108 14108 55460 55460 513605 388115 40377 85113 302876 234936 67940 28355 17724 6053 4578 128407 84732 9698 33977 7748 2621 358 4769 33579 14942 4505 14132 132311 88481 8783 35047 44113 22490 9679 11944 MEMBERSHIP DUES 154250 93127 12015 49108 POSTAGE & PRINTING 88011 42600 3961 41450 BANK CHARGES 27508 10573 8776 8159 EQUIPMENT 3409 2266 589 554 7056598 5070520 465325 1520753 4457341 5677793 179408 417937 3040789 2235851 120156 124193 70036 64590 3802660 1884877 2083948 1917783 9111931 10790956 19063609 21229103 1051072 948227 582216 596870 1633288 1545097 X 13807926 16575414 3622395 3108592 17430321 19684006 19063609 21229103 940156 1090962 222567 0 X 0 1 X 1 0 X 9869346 8343572 6582516 7097374 6462765 38355573 9869346 8343572 6582516 7097374 6462765 38355573 1866463 36489110 577562 872349 511900 892023 587495 3441329 79098 33133 119476 80257 3328 315292 42112194 361428 0.86650 0.86340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5599786 1804024 -282895 7120915 5841111 592669 -833994 5599786 5820851 58600 339092 -377431 5841111 5350746 83927 431989 -45811 5820851 4777285 220836 624234 -271609 5350746 0.89540 0.06560 0.03900 1 0 490000 490000 2954385 1877136 1077249 358275 7741 350534 1917783 X 8840863 1090961 222567 295718 1609246 7231617 55460 709677 765137 7996754 6587178 295718 295718 6291460 55460 709678 765138 7056598 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. 0 SING UNITED 82711 28473 54238 3500 8250 33875 82711 28473 54238 3500 8250 33875 45625 8613 1 LOWCOUNTRY FOOD BANK INC 2864 AZALEA DR CHARLESTON SC 29405 570751835 501(C)(3) 235786 GRANTEE OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES 1684 BROWNSWOOD RD JOHNS ISLAND SC 29455 570905488 501(C)(3) 123063 GRANTEE COMMUNITIES IN SCHOOLS OF THE CHARLESTON AREA INC 1090 E MONTAGUE AVE CHARLESTON SC 29403 570915384 501(C)(3) 120614 GRANTEE ACCESS HEALTH TRI-COUNTY NETWORK 1483 TOBIAS GADSON BLVD SUITE 109A CHARLESTON SC 29407 274743848 GOVT 120000 GRANTEE EAST COOPER COMMUNITY OUTREACH 1145 SIX MILE ROAD MOUNT PLEASANT SC 29466 570939280 501(C)(3) 112462 GRANTEE PALMETTO COMMUNITY CARE 3547 MEETING STREET ROAD NORTH CHARLESTON SC 29405 570905550 501(C)(3) 89560 GRANTEE WINGS FOR KIDS INC 2097 MOUNT PLEASANT STREET CHARLESTON SC 29403 571055054 501(C)(3) 80696 GRANTEE READING PARTNERS - CHARLESTON SC 6296 RIVERS AVENUE SUITE 305 NORTH CHARLESTON SC 29406 770568469 501(C)(3) 78174 GRANTEE DEE NORTON CHILD ADVOCACY CENTER 1061 KING STREET CHARLESTON SC 29403 570905724 501(C)(3) 77783 GRANTEE TURNING LEAF PROJECT 3765 LEEDS AVE CHARLESTON SC 29405 460671501 501(C)(3) 60067 GRANTEE REACH OUT AND READ 89 SOUTH STREET SUITE 201 BOSTON MA 21111 043481253 501(C)(3) 56500 GRANTEE SC THRIVE PO BOX 23503 LEXINGTON SC 29224 901011409 501(C)(3) 50000 GRANTEE UNITED WAY OF THE MIDLANDS PO BOX 202 COLUMBIA SC 29901 570314396 501(C)(3) 45270 GRANTEE ONE80 PLACE PO BOX 20038 CHARLESTON SC 29413 570789483 501(C)(3) 42169 GRANTEE FLORENCE CRITTENTON PROGRAMS OF SOUTH CAROLINA 19 SAINT MARGARET STREET CHARLESTON SC 29403 570342030 501(C)(3) 41590 GRANTEE CHARLESTON LEGAL ACCESS 3775 SPRUILL AVE NORTH CHARLESTON SC 29405 811013976 501(C)(3) 40000 GRANTEE DORCHESTER CHILDREN'S ADVOCACY CENTER 303 E RICHARDSON ST SUMMERVILLE SC 29483 571078099 501(C)(3) 39987 GRANTEE CAROLINA YOUTH DEVELOPMENT CENTER 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29406 570669877 501(C)(3) 35250 GRANTEE SUMMERVILLE FAMILY YMCA 140 SOUTH CEDAR STREET SUMMERVILLE SC 29483 570643100 501(C)(3) 33402 GRANTEE CHARLESTON PROMISE NEIGHBORHOOD 1819 MEETING STREET ROAD NORTH CHARLESTON SC 29405 800597710 501(C)(3) 28014 GRANTEE CHARLESTON PRO BONO LEGAL SERVICES 111 CHURCH STREET CHARLESTON SC 29401 200737728 501(C)(3) 27295 GRANTEE PALMETTO GOODWILL SERVICES 2150 EAGLE DR BLDG 100 NORTH CHARLESTON SC 29406 570632511 501(C)(3) 24000 GRANTEE SEACOAST CHRISTIAN COMMUNITY CHURCH INC 750 LONG POINT ROAD MOUNT PLEASANT SC 29464 571045195 501(C)(3) 21938 GRANTEE EAST COOPER BAPTIST CHURCH 361 EGYPT ROAD MOUNT PLEASANT SC 29464 570697258 CHURCH 21229 GRANTEE CHRIST EPISCOPAL CHURCH 2304 HIGHWAY 17 MOUNT PLEASANT SC 29466 570771713 CHURCH 20017 GRANTEE FAMILY SERVICES INC DBA ORIGIN SC 8084 RIVERS AVENUE N CHARLESTON SC 29406 570324920 501(C)(3) 19018 GRANTEE UNITED WAY OF GREENVILLE COUNTY 105 EDINBURGH COURT GREENVILLE SC 29607 570362066 501(C)(3) 18800 GRANTEE ADDLESTONE HEBREW ACADEMY 1639 WALLENBURG BLVD CHARLESTON SC 29407 570409223 501(C)(3) 16850 GRANTEE SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 570961897 501(C)(3) 14837 GRANTEE LONG BRANCH BAPTIST CHURCH OF GREENVILLE 28 BOLT ST GREENVILLE SC 29605 570521475 CHURCH 12000 GRANTEE WATER MISSION INTERNATIONAL 1150 MOLLY GREENE WAY N CHARLESTON SC 29405 571116978 501(C)(3) 11136 GRANTEE UNITED WAY OF CENTRAL SAVANNAH RIVER AREA 1765 BROAD STREET AUGUSTA GA 30904 580566155 501(C)(3) 11128 GRANTEE LIFE COVENANT CHURCH 4600 E 2ND ST EDMOND OK 73034 731486708 CHURCH 10667 GRANTEE CHARLESTON ORPHAN HOUSE INC 5055 LACKAWANNA BLVD NORTH CHARLESTON SC 29405 570669877 501(C)(3) 10514 GRANTEE UNITED WAY OF GREATER RICHMOND AND PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 501(C)(3) 10067 GRANTEE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION 18 BEE ST CHARLESTON SC 29425 576028985 501(C)(3) 9930 GRANTEE CHARLESTON BAPTIST CHURCH 13 SAN MIGUEL RD CHARLESTON SC 29414 570776068 CHURCH 9800 GRANTEE EAST COOPER MEALS ON WHEELS INC PO BOX 583 MOUNT PLEASANT SC 29465 570804618 501(C)(3) 9737 GRANTEE TWO RIVERS PRESBYTERIAN CHURCH 1082 EAST MONTAGUE AVENUE NORTH CHARLESTON SC 29405 208223428 CHURCH 9601 GRANTEE MOUNT MORIAH MISSIONARY BAPTIST CHURCH 7396 RIVERS AVE NORTH CHARLESTON SC 29406 570815508 CHURCH 9400 GRANTEE CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 570426335 501(C)(3) 8625 GRANTEE THE CHURCH AT LIFE PARK 1151 GEORGE BROWDER BOULEVARD MOUNT PLEASANT SC 29466 471094917 CHURCH 8615 GRANTEE BLACK RIVER UNITED WAY - GEORGETOWN SC PO BOX 1065 GEORGETOWN SC 29440 570526145 501(C)(3) 8435 GRANTEE TRI-COUNTY CRADLE TO CAREER COLLABORATIVE 1691 TURNBALL AVE NORTH CHARLESTON SC 29405 462902337 501(C)(3) 8350 GRANTEE NEWSPRING CHURCH PO BOX 1407 ANDERSON SC 29622 264189337 CHURCH 8100 GRANTEE TURNING POINT MINISTRIES 1001 W 2ND AVE GASTONIA NC 25852 352342168 501(C)(3) 7425 GRANTEE UNITED WAY OF THE CENTRAL CAROLINAS INC PO BOX 890685 CHARLOTTE NC 28289 560529949 501(C)(3) 7076 GRANTEE REDEEMER PRESBYTERIAN CHURCH 43 WENTWORTH ST CHARLESTON SC 29401 571072429 CHURCH 7000 GRANTEE PORTER-GAUD SCHOOL 300 ALBEMARLE RD CHARLESTON SC 29407 570342032 501(C)(3) 6949 GRANTEE UNITED WAY OF PICKENS COUNTY PO BOX 96 EASLEY SC 29641 570476249 501(C)(3) 6592 GRANTEE CHANGED LIVES MINISTRY 470 REID HILL ROAD MONCKS CORNER SC 29461 813308416 501(C)(3) 6245 GRANTEE UNITED WAY OF THE COASTAL EMPIRE 428 BULL STREET SAVANNAH GA 31401 580623603 501(C)(3) 6129 GRANTEE UNITED WAY OF SOUTHEAST LOUISIANA 2515 CANAL ST NEW ORLEANS LA 70119 720471369 501(C)(3) 6103 GRANTEE CALVARY CHAPEL OF BOISE INC 123 S AUTO DRIVE BOISE ID 83709 820373010 CHURCH 5833 GRANTEE CHARLESTON SOUTHERN UNIVERSITY 9200 UNIVERSITY BLVD NORTH CHARLESTON SC 29407 570474291 501(C)(3) 5132 GRANTEE UNITED WAY OF HORRY COUNTY 761 CENTURY CIR CONWAY SC 29526 570558692 501(C)(3) 5127 GRANTEE GIBBES MUSEUM OF ART 135 MEETING STREET CHARLESTON SC 29401 570323047 501(C)(3) 5115 GRANTEE 45 12 PART I, LINE 2: 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. X X X X X X 0 1 0 0 0 0 0 0 0 CHLOE KNIGHT TONNEY PRESIDENT AND CEO 194282 0 0 0 0 0 9750 0 23246 0 227278 0 0 0 PART 1 , LINE 4B: 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 X 21 283779 MARKET VALUE 0 0 0 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