2022-11-15T14:58:59-06:00 2021-12-31 560574444 CHERRY BEKAERT LLP 110 EAST COURT STREET SUITE 500 GREENVILLE SC 29601 990 2021-01-01 570362066 UNITED WAY OF GREENVILLE COUNTY INC UNIT 8644673333 105 EDINBURGH COURT GREENVILLE SC 296072529 MEGHAN BARP PRESIDENT AND CEO 8644673333 2022-11-15 1 MEGHAN BARP 999009999 AMANDA ADAMS P00748038 8642333981 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MEGHAN BARP 105 EDINBURGH COURT GREENVILLE SC 296072529 12601521 0 X WWW.UNITEDWAYGC.ORG X 1955 SC WE MOBILIZE PEOPLE AND RESOURCES TO IMPROVE LIVES, STRENGTHEN THE COMMUNITY AND ADVANCE EQUITY FOR THE BENEFIT OF ALL. 39 39 98 7961 0 0 17604405 12245080 268146 84962 204179 271479 0 0 18076730 12601521 10136350 4369920 0 0 4715137 5205583 0 0 2400672 1812436 1862787 16663923 11438290 1412807 1163231 26296688 26398141 4337407 2482951 21959281 23915190 X WE MOBILIZE PEOPLE AND RESOURCES TO IMPROVE LIVES, STRENGTHEN THE COMMUNITY AND ADVANCE EQUITY FOR THE BENEFIT OF ALL. 0 0 8211759 4369920 84962 THE VISION OF UNITED WAY OF GREENVILLE COUNTY IS TO SEE GREENVILLE COUNTY BECOME A PLACE WHERE ALL PEOPLE HAVE ACCESS TO THE OPPORTUNITIES TO ACHIEVE THEIR FULL POTENTIAL. SEE SCHEDULE O FOR HOW THE UNITED WAY WORKED TOWARDS THIS VISION IN 2021. 8211759 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 227 0 1 98 1 0 0 0 0 0 0 0 0 0 0 0 0 X 39 39 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 SC X THE ORGANIZATION 8644673335 105 EDINBURGH COURT GREENVILLE SC 29607 MEGHAN BARP PRESIDENT AND CEO 37.50 X 290975 0 20296 DEBORAH MCKETTY CHIEF IMPACT OFFICER THRU NOV 2021 37.50 X 154329 0 18598 EDWARD ANDERSON ONTRACK GREENVILLE EXECUTIVE DIR. 37.50 X 112722 0 13070 COURTNEY BEASLEY CHIEF MARKETING OFF. THRU NOV 2021 37.50 X 107770 0 13355 DEBRA STULL VP OF FINANCE THRU FEB 2021 37.50 X 33447 0 2337 CARL SOBOCINSKI CHAIR 1.00 X X 0 0 0 DR SARIA SACCOCIO VICE CHAIR 1.00 X X 0 0 0 DR KAREN BAYNES-DUNNING SECRETARY 1.00 X X 0 0 0 TAMI MCKNEW TREASURER 1.00 X X 0 0 0 CALVIN CALHOUN III IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 PASTOR SEAN DOGAN COMMUNITY IMPACT CHAIR 1.00 X X 0 0 0 JAMIE ADAIR MEMBER-AT-LARGE 1.00 X 0 0 0 JIM AKERHIELM DIRECTOR 1.00 X 0 0 0 YOBANY BANKS-MCKAY DIRECTOR 1.00 X 0 0 0 JUSTIN BENFIELD MEMBER-AT-LARGE 1.00 X 0 0 0 DR CAROLINE CALDWELL DIRECTOR 1.00 X 0 0 0 DR ELIZABETH DAVIS DIRECTOR 1.00 X 0 0 0 CHANDRA DILLARD DIRECTOR 1.00 X 0 0 0 DAVID FOSTER DIRECTOR 1.00 X 0 0 0 ANDERSON GARCIA DIRECTOR 1.00 X 0 0 0 YUKICHI HAGINS DIRECTOR 1.00 X 0 0 0 KEN HARPER DIRECTOR 1.00 X 0 0 0 BLAINE HART DIRECTOR 1.00 X 0 0 0 JULIO HERNANDEZ DIRECTOR 1.00 X 0 0 0 ANNMARIE HIGGINS DIRECTOR 1.00 X 0 0 0 CAL HURST DIRECTOR 1.00 X 0 0 0 MIKE KELLY DIRECTOR 1.00 X 0 0 0 RAY LATTIMORE DIRECTOR 1.00 X 0 0 0 AMY LINSIN DIRECTOR 1.00 X 0 0 0 DAVID LOMINACK DIRECTOR 1.00 X 0 0 0 DEB LONG DIRECTOR 1.00 X 0 0 0 STACEY MILLS DIRECTOR 1.00 X 0 0 0 ADAM MURPHY DIRECTOR 1.00 X 0 0 0 CARLOS PHILLIPS DIRECTOR 1.00 X 0 0 0 SUE PRIESTER DIRECTOR 1.00 X 0 0 0 DR BURKE ROYSTER MEMBER-AT-LARGE 1.00 X 0 0 0 MINOR SHAW DIRECTOR 1.00 X 0 0 0 SUSAN SHI DIRECTOR 1.00 X 0 0 0 DIANE SMOCK DIRECTOR 1.00 X 0 0 0 JOHN TRIPOLI DIRECTOR 1.00 X 0 0 0 WENDY WALDEN DIRECTOR 1.00 X 0 0 0 DAN WEIDENBENNER DIRECTOR 1.00 X 0 0 0 DICK WILKERSON DIRECTOR 1.00 X 0 0 0 RYAN WOOD DIRECTOR 1.00 X 0 0 0 699243 0 67656 4 0 1 0 FIND GREAT PEOPLE 15 BRENDAN WAY STE 140 GREENVILLE SC 29615 TEMP SERVICES 293135 MARKETPLACE SERVICES INC PO BOX 5757 GREENVILLE SC 29606 TEMP SERVICES 144672 ETHAN RIVERS LLC 2507 WADE HAMPTON BLVD GREENVILLE SC 29615 MGMT ACCOUNTING 137417 NIKA WHITE CONSULTING LLC 220 NORTH MAIN ST STE 500 GREENVILLE SC 29601 REEM CONSULTING 110837 4 1082756 11162324 31420 12245080 EVENT INCOME 900099 54793 54793 PROGRAM FEES 900099 11523 11523 DESIGNATION COSTS REIMBURSED 561000 1799 1799 16847 16847 84962 271479 271479 12601521 84962 0 271479 4057390 4057390 312530 312530 347056 166371 104117 76568 3904866 2123185 360562 1421119 135468 61759 9215 64494 545693 279937 36223 229533 272500 141204 21929 109367 38473 38473 65306 65306 245921 180889 26408 38624 140693 70360 2120 68213 303432 220121 15214 68097 110027 77921 4957 27149 14540 11898 1 2641 98240 70720 6590 20930 20718 20718 272148 190728 12139 69281 197381 132741 9257 55383 21821 14443 1025 6353 ORG/STAFF DEVELOPMENT 65818 24677 24008 17133 BANK AND MERCHANT FEES 54008 27272 20872 5864 RECRUITING AND MOVING 39358 4189 34750 419 MEMBERSHIP DUES 16329 9772 3453 3104 158574 12934 29240 116400 11438290 8211759 825859 2400672 3834595 4344349 2867206 2877013 7976267 6592304 2161 15430 201144 209097 5015647 2369622 2797223 2646025 7573877 8654728 1044215 1059195 26296688 26398141 858225 395547 2788699 1548550 250753 113780 21210 15656 418520 409418 4337407 2482951 X 5855281 5549794 16104000 18365396 21959281 23915190 26296688 26398141 1163231 792678 0 X 0 1 X 1 1 1 X 19363861 18768873 12122696 17604405 12245080 80104915 19363861 18768873 12122696 17604405 12245080 80104915 2744983 77359932 157946 237675 237070 204179 271479 1108349 81213264 353108 0.95260 0.94440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 8618092 110619 985212 9713923 8003260 32078 834320 251566 8618092 7086879 167116 1152849 403584 8003260 7436569 21879 -371569 7086879 7631543 188678 809529 1193181 7436569 0.00000 1.00000 0.00000 1 0 364723 364723 3092672 1045507 2047165 1319393 1105953 213440 238859 218162 20697 2646025 POOLED INVESTMENTS HELD BY THE COMMUNITY FOUNDATION 8654728 F 8654728 X 13328893 792678 792678 12536215 65306 65306 12601521 11372984 0 11372984 65306 65306 11438290 PART IV, LINE 2B: FUNDS HELD FOR OTHERS REPRESENT PUBLIX EMERGENCY FUND GRANTS THAT ARE USED TO MEET BASIC NEEDS SUCH AS RENT OR MORTGAGE, UTILITIES, AND OTHER EXPENSES AS DEEMED NECESSARY AND APPROVED BY THE ORGANIZATION PROVIDING THE ASSISTANCE. PART V, LINE 4: THE COMMUNITY FOUNDATION MANAGES ENDOWMENT FUNDS OF $8,654,728 AT DECEMBER 31, 2021, FROM WHICH THE INCOME IS DESIGNATED FOR UNITED WAY. UNDER THE TERMS OF THIS AGREEMENT, THE COMMUNITY FOUNDATION WILL ADMINISTER THE ENDOWMENT AS PART OF ITS ASSETS. UNITED WAY CAN UTILIZE FUND INCOME FOR BOARD DESIGNATED AND ENDOWMENT PURPOSES WITH THE APPROVAL OF ITS BOARD. THE ENDOWMENT ALSO INCLUDES $1,059,195 IN LIFE INSURANCE POLICIES. PART X, LINE 2: UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. UNITED WAY HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2021. 1 A CHILD'S HAVEN INC 20 MARTIN DRIVE GREENVILLE SC 29617 570893712 501(C)(3) 62976 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS ABLE SOUTH CAROLINA 720 GRACERN ROAD COLUMBIA SC 29210 582336332 501(C)(3) 40000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS ALSTON WILKES SOCIETY 3519 MEDICAL DRIVE COLUMBIA SC 29203 570477907 501(C)(3) 24000 0 DONOR DESIGNATION, PROGRAM ALLOCATION ANDERSON INTERFAITH MINISTRIES 1202 SOUTH MURRAY AVENUE ANDERSON SC 29624 570896524 501(C)(3) 15000 0 DONOR DESIGNATION BLACK RIVER UNITED WAY PO BOX 1065 GEORGETOWN GEORGETOWN SC 29440 570526145 501(C)(3) 13729 0 PROGRAM GRANT CENTER FOR COMMUNITY SERVICES 1102 HOWARD DRIVE SIMPSONVILLE SC 29681 571059164 501(C)(3) 85000 0 DONOR DESIGNATION, PROGRAM ALLOCATION CITY OF GREENVILLE PO BOX 2207 GREENVILLE SC 29602 576000236 GOV 8332 0 DONOR DESIGNATION, PROGRAM GRANTS CLEMSON UNIVERSITY-FRIENDS OF MOMENTUM BIKE CLUBS 225 SOUTH PLEASANTBURG DRIVE SUITE E3 GREENVILLE SC 29607 471777235 501(C)(3) 40000 0 DONOR DESIGNATION, PROGRAM ALLOCATION COMMUNITIES IN SCHOOLS PO BOX 10308 GREENVILLE SC 29603 570931840 501(C)(3) 523318 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS COMMUNITY FOUNDATION OF GREENVILLE INC 630 EAST WASHINGTON STREET SUITE A GREENVILLE SC 29601 576019318 501(C)(3) 52000 0 DONOR DESIGNATION, PROGRAM GRANTS COMMUNITYWORKS INC PO BOX 17826 GREENVILLE SC 29607 260421563 501(C)(3) 120000 0 DONOR DESIGNATION, PROGRAM ALLOCATION COMPASS OF CAROLINA STONE PLAZA CENTER GREENVILLE SC 29609 570381870 501(C)(3) 60000 0 DONOR DESIGNATION, PROGRAM ALLOCATION FIRST STEPS - GREENVILLE COUNTY 700 NORTH PLEASANTBURG DRIVE GREENVILLE SC 29607 571097814 501(C)(3) 40000 0 DONOR DESIGNATION, PROGRAM ALLOCATION FORWARD AND BEYOND OUTREACH 22 HEMINGWAY LN SIMPSONVILLE SC 29681 822847867 501(C)(3) 13700 0 PROGRAM ALLOCATION FOSTERING GREAT IDEAS 321 PIMLICO ROAD GREENVILLE SC 29607 274622960 501(C)(3) 20000 0 DONOR DESIGNATION FOUNTAIN INN KIDS ENRICHMENT PROGRAM PO BOX 1816 FOUNTAIN INN SC 29644 460888873 501(C)(3) 12000 0 DONOR DESIGNATION, PROGRAM ALLOCATION FURMAN UNIVERSITY 3300 POINSETT HWY GREENVILLE SC 29613 570314395 501(C)(3) 20000 0 DONOR DESIGNATION, PROGRAM ALLOCATION GOODWILL INDUSTRIES OF UPSTATEMIDLANDS SC INC 115 HAYWOOD ROAD GREENVILLE SC 29607 570564001 501(C)(3) 56000 0 DONOR DESIGNATION, PROGRAM ALLOCATION GREENVILLE CHAMBER FOUNDATION 550 S MAIN STREET SUITE 550 GREENVILLE SC 29601 237155502 501(C)(3) 16000 0 PROGRAM ALLOCATION GREENVILLE COUNTY HUMAN RELATIONS 301 UNIVERSITY RIDGE GREENVILLE SC 29601 576000356 GOV 102000 0 PROGRAM GRANTS, PROGRAM ALLOCATION GREENVILLE COUNTY PARKS RECREATION & TOURISM 4806 OLD SPARTANBURG ROAD TAYLORS SC 29687 576000356 GOV 60000 0 PROGRAM GRANTS, PROGRAM ALLOCATION GREENVILLE COUNTY SCHOOL DISTRICT 301 E CAMPERDOWN WAY GREENVILLE SC 29602 576000234 GOV 144550 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS GREENVILLE FREE MEDICAL CLINIC PO BOX 8993 GREENVILLE SC 29604 570855205 501(C)(3) 56000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS GREENVILLE HOUSING FUND LLC PO BOX 17532 GREENVILLE SC 29606 842931315 501(C)(3) 40000 0 DONOR DESIGNATION GREENVILLE LITERACY ASSOCIATION 225 SOUTH PLEASANTBURG DRIVE GREENVILLE SC 29607 570521414 501(C)(3) 80000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS GREENVILLE TECH FOUNDATION 225 S PLEASANTBURG DR GREENVILLE SC 29607 570565961 501(C)(3) 60000 0 DONOR DESIGNATION GREER RELIEF AND RESOURCES PO BOX 1303 GREER SC 29652 570370331 501(C)(3) 89427 0 DONOR DESIGNATION, PROGRAM ALLOCATION HABITAT FOR HUMANITY-GREENVILLE PO BOX 1206 GREENVILLE SC 29602 570827063 501(C)(3) 45000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS HISPANIC ALLIANCEALIANZA HISPANA PO BOX 17934 GREENVILLE SC 29606 271041624 501(C)(3) 37875 0 PROGRAM GRANTS HOMES OF HOPE INC 3 DUNEAN STREET GREENVILLE SC 29611 571069688 501(C)(3) 40000 0 DONOR DESIGNATION, PROGRAM ALLOCATION INSTITUTE FOR CHILD SUCCESS 613 E MCBEE AVE GREENVILLE SC 29601 271904900 501(C)(3) 64000 0 DONOR DESIGNATION, PROGRAM GRANTS JASMINE ROAD PO BOX 25452 GREENVILLE SC 29616 814552155 501(C)(3) 20000 0 DONOR DESIGNATION JULIE VALENTINE CENTER 2905 WHITE HORSE ROAD GREENVILLE SC 29611 570655611 501(C)(3) 60000 0 DONOR DESIGNATION, PROGRAM ALLOCATION LEGACY EARLY COLLEGE PO BOX 1832 GREENVILLE SC 29602 205257052 501(C)(3) 40000 0 DONOR DESIGNATION, PROGRAM ALLOCATION LITTLE STEPS PO BOX 5285 GREENVILLE SC 29606 202637422 501(C)(3) 48000 0 PROGRAM GRANTS MENTAL HEALTH AMERICA - GREENVILLE COUNTY 429 NORTH MAIN STREET GREENVILLE SC 29601 570955844 501(C)(3) 50000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS MEYER CENTER FOR SPECIAL CHILDREN 1132 RUTHERFORD ROAD GREENVILLE SC 29609 570361503 501(C)(3) 41984 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS MILL COMMUNITY MINISTRIES 8 LOIS AVENUE GREENVILLE SC 29611 900854058 501(C)(3) 52000 0 DONOR DESIGNATION, PROGRAM ALLOCATION MOSAIC EDUCATIONAL AND ARTS PROGRAM 7 SHANNON DRIVE GREENVILLE SC 29615 822396174 501(C)(3) 20000 0 DONOR DESIGNATION NAMI GREENVILLE SC 130 INDUSTRIAL DR GREENVILLE SC 29607 570810748 501(C)(3) 5184 0 PROGRAM ALLOCATION NEIGHBORHOOD FOCUS PO BOX 9127 GREENVILLE SC 29604 204280877 501(C)(3) 20992 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS NEW HORIZON FAMILY HEALTH SERVICES PO BOX 287 GREENVILLE SC 29602 570932597 501(C)(3) 40000 0 DONOR DESIGNATION, PROGRAM ALLOCATION NEW MIND HEALTH AND CARE INC PO BOX 205 MAULDIN SC 29662 453802288 501(C)(3) 36000 0 PROGRAM GRANTS, PROGRAM ALLOCATION NICHOLTOWN CHILD & FAMILY COLLABORATIVE PO BOX 16741 GREENVILLE SC 29606 812851313 501(C)(3) 20000 0 PROGRAM GRANTS PENDLETON PLACE INC 1133 PENDLETON ST GREENVILLE SC 29601 570624421 501(C)(3) 40000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS PHILLIS WHEATLEY ASSOCIATION PO BOX 17126 GREENVILLE SC 29606 570327895 501(C)(3) 41984 0 DONOR DESIGNATION PHOENIX CENTER FOR BEHAVIORAL HEALTH PO BOX 1948 GREENVILLE SC 29602 571129751 501(C)(3) 88000 0 DONOR DESIGNATION, PROGRAM ALLOCATION PLEASANT VALLEY CONNECTION 510 OLD AUGUSTA ROAD GREENVILLE SC 29605 571127237 501(C)(3) 33587 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS PRIDE LINK 316 WEST STONE AVENUE GREENVILLE SC 29609 831095678 501(C)(3) 38000 0 DONOR DESIGNATION PROJECT HOST PO BOX 345 GREENVILLE SC 29602 570728041 501(C)(3) 20000 0 DONOR DESIGNATION, PROGRAM ALLOCATION PUBLIC EDUCATION PARTNERS 225 S PLEASANTBURG DR SUITE E6 GREENVILLE SC 29607 570769637 501(C)(3) 49400 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS RENEWED HARMONY LLC 309 VINCENNE ROAD COLUMBIA SC 29212 842432020 501(C)(3) 10000 0 PROGRAM ALLOCATION ROOT & REBOUND 1730 FRANKLIN ST OAKLAND CA 94612 463876220 501(C)(3) 40000 0 DONOR DESIGNATION SAFE HARBOR PO BOX 174 GREENVILLE SC 29602 571014137 501(C)(3) 65000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS SENIOR ACTION 50 DIRECTORS DRIVE GREENVILLE SC 29615 570507961 501(C)(3) 60000 0 DONOR DESIGNATION, PROGRAM ALLOCATION SHARE - SUNBELT HUMAN ADVANCEMENT RESOURCES INC PO BOX 10204 GREENVILLE SC 29603 576028253 501(C)(3) 120000 0 DONOR DESIGNATION, PROGRAM ALLOCATION SLATER MARIETTA HEALTH AND HUMAN SERVICES PO BOX 246 SLATER SC 29683 570823752 501(C)(3) 89000 0 DONOR DESIGNATION, PROGRAM ALLOCATION SOTERIA WORLD OUTREACH MINISTRIES 210 SHAW STREET GREENVILLE SC 29609 582475280 501(C)(3) 52000 0 DONOR DESIGNATION ST ANTHONY'S OF PADUA CATHOLIC SCHOOL 309 GOWER STREET GREENVILLE SC 29611 570427729 501(C)(3) 32000 0 DONOR DESIGNATION, PROGRAM ALLOCATION STEP BY STEP MINISTRY PO BOX 553 GREENVILLE SC 29602 264012985 501(C)(3) 20000 0 DONOR DESIGNATION TAYLORS FREE MEDICAL CLINIC 400 W MAIN STREET TAYLORS SC 29687 201715911 501(C)(3) 20000 0 DONOR DESIGNATION, PROGRAM ALLOCATION THE SALVATION ARMY OF GREENVILLE COUNTY PO BOX 1237 GREENVILLE SC 29602 580660607 501(C)(3) 65000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS THE URBAN LEAGUE OF THE UPSTATE INC 15 REGENCY HILL DRIVE GREENVILLE SC 29607 570541039 501(C)(3) 72000 0 DONOR DESIGNATION, PROGRAM ALLOCATION THRIVE UPSTATE PO BOX 17467 GREENVILLE SC 29606 570537749 501(C)(3) 20000 0 DONOR DESIGNATION, PROGRAM ALLOCATION UNITED HOUSING CONNECTIONS 135 EDINBURGH CT STE 201 GREENVILLE SC 29607 571032202 501(C)(3) 105000 0 PROGRAM ALLOCATION UNITED MINISTRIES 606 PENDLETON STREET GREENVILLE SC 29601 570511977 501(C)(3) 175000 0 DONOR DESIGNATION, PROGRAM ALLOCATION UNITED WAY OF ANDERSON COUNTY 604 NORTH MURRAY AVE ANDERSON SC 29625 570510602 501(C)(3) 5384 0 DONOR DESIGNATION, PROGRAM GRANTS UNITED WAY OF LAURENS COUNTY PO BOX 544 CLINTON SC 29325 237011064 501(C)(3) 10200 0 DONOR DESIGNATION, PROGRAM GRANTS UNITED WAY OF OCONEE COUNTY 409 EN FIRST STREET SENECA SC 29678 570479292 501(C)(3) 7079 0 DONOR DESIGNATION, PROGRAM GRANTS UNITED WAY OF PICKENS COUNTY PO BOX 96 EASLEY SC 29641 570476249 501(C)(3) 68066 0 DONOR DESIGNATION, PROGRAM GRANTS UNITED WAY OF THE PIEDMONT PO BOX 5624 SPARTANBURG SC 29304 570314377 501(C)(3) 30000 0 DONOR DESIGNATION, PROGRAM GRANTS UNITY HEALTH ON MAIN 505C NORTH MAIN ST GREENVILLE SC 29601 811080067 501(C)(3) 24000 0 DONOR DESIGNATION UPSTATE FATHERHOOD COALITION 730 S PLEASANTBURG STE 205 GREENVILLE SC 29607 300200022 501(C)(3) 24000 0 DONOR DESIGNATION, PROGRAM ALLOCATION UPSTATE WARRIOR SOLUTION PO BOX 27232 GREENVILLE SC 29617 461699670 501(C)(3) 24000 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS YMCA GREATER GREENVILLE 723 CLEVELAND STREET GREENVILLE SC 29601 237305147 501(C)(3) 54579 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS YOUTHBASE INC 813 HAMPTON AVE GREENVILLE SC 29601 412216434 501(C)(3) 41984 0 DONOR DESIGNATION, PROGRAM ALLOCATION, PROGRAM GRANTS 76 0 NEED BASED ASSISTANCE 940 312530 PART I, LINE 2: UNITED WAY OF GREENVILLE COUNTY CONDUCTS A MULTI-STEP PROCESS IN ORDER TO MONITOR THE FIDELITY OF FUNDED PROGRAMS. UNITED WAY OF GREENVILLE COUNTY CURRENTLY PROVIDES FUNDING IN ONE-YEAR CYCLES IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND VIBRANT AND EQUITABLE COMMUNITIES. AGENCIES ARE REQUIRED TO REPORT PROGRAMMATICALLY AND FINANCIALLY TWICE PER YEAR. REPORTS ARE FIRST REVIEWED BY PARTNER RELATIONS STAFF IN ORDER TO DETERMINE ACCURACY, SUBMISSIONS, AND PRELIMINARY DATA AND THEN SHARED WITH THE COMMUNITY IMPACT COMMITTEE OF THE BOARD OF DIRECTORS. ALL INFORMATION IS MAINTAINED IN CRM SOFTWARE. FOR INDIVIDUALS OR FAMILIES RECEIVING ASSISTANCE THROUGH THE GREENVILLE COUNTY RESOURCE LINE, UNITED WAY OF GREENVILLE COUNTY VERIFIES IDENTITY, EMPLOYMENT STATUS, AND REASON AND AREAS OF NEED. BASED ON THE INFORMATION PROVIDED, UNITED WAY VERIFIED NEED DIRECTLY WITH VENDORS (UTILITIES AND RENT) AND FUNDS WERE PAID DIRECTLY TO THOSE VENDORS. INFORMATION WAS TRACKED AND SECURED THROUGH THE ORGANIZATION'S DATA MANAGEMENT SYSTEM. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 MEGHAN BARP PRESIDENT AND CEO 259615 0 25000 0 6360 0 10962 0 9334 0 311271 0 0 0 DEBORAH MCKETTY CHIEF IMPACT OFFICER THRU NOV 2021 137928 0 15000 0 1401 0 6896 0 11702 0 172927 0 0 0 PART I, LINE 1A UNITED WAY OF GREENVILLE COUNTY COVERS INITIATION FEES/DUES FOR THE PRESIDENT/CEO IN CONNECTION WITH FULFILLING PROFESSIONAL RESPONSIBILITIES FOR THE ORGANIZATION. FOR THIS REASON, THESE AMOUNTS ARE TREATED AS NONTAXABLE. PART I, LINE 7 IN 2021, THE PRESIDENT/CEO RECEIVED AN INCENTIVE BONUS THAT WAS APPROVED BY THE EXECUTIVE COMMITTEE. THE CHIEF IMPACT OFFICER ALSO RECEIVED A BONUS. THIS BONUS WAS BASED ON PERFORMANCE AND WAS APPROVED BY THE PRESIDENT/CEO AND REVIEWED BY HUMAN RESOURCES. X GIFT CARDS 1571 31420 $20 PER CARD 0 0 0 0 FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS UNITED WAY OF GREENVILLE COUNTY MOBILIZES PEOPLE AND RESOURCES TO IMPROVE LIVES, STRENGTHEN THE COMMUNITY AND ADVANCE EQUITY FOR THE BENEFIT OF ALL. WE FIGHT FOR THE EDUCATION, INCOME AND HEALTH OF EVERY PERSON IN OUR COMMUNITY. AS A FUNDER, PARTNER, AND CONVENER, WE WORK WITH THE ENTIRE COMMUNITY TO BRING TOGETHER RESOURCES, FOCUS INVESTMENTS, AND FOSTER PARTNERSHIPS THAT CREATE LASTING SOLUTIONS TO OUR COMMUNITY'S MOST PRESSING PROBLEMS. DURING 2021, APPROXIMATELY 50,000 PEOPLE BENEFITED FROM THESE DONOR SUPPORTED PROGRAMS AND INITIATIVES, RECEIVING ASSISTANCE IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND VIBRANT AND EQUITABLE COMMUNITIES. PROGRAMS INCLUDE: AMERICORPS UNITED WAY ADMINISTERS THE AMERICORPS UPSTATE NATIONAL SERVICE PROGRAM, COLLABORATING WITH 11 PARTNER SITES IN GREENVILLE, LAURENS, AND PICKENS COUNTIES. OVER THE LAST THREE YEARS, 54 AMERICORPS MEMBERS HAVE PROVIDED FINANCIAL STABILITY AND RESOURCE NAVIGATION SERVICES TO 1,647 UNIQUE CLIENTS WITH 283 INDIVIDUALS DEMONSTRATING IMPROVEMENT IN ONE OR MORE KEY INDICATORS OF STABILITY. ONTRACK GREENVILLE UNITED WAY'S INNOVATIVE GRADUATION INITIATIVE, ONTRACK GREENVILLE, REACHES MORE THAN 5,000 GREENVILLE COUNTY STUDENTS AT SIX MIDDLE AND HIGH SCHOOLS IN GREENVILLE COUNTY. THE EARLY WARNING AND RESPONSE SYSTEM COMPONENT, WHICH IDENTIFIES STUDENTS WHO ARE FLAGGED FOR ATTENDANCE ISSUES, BEHAVIOR ISSUES AND POOR COURSE PERFORMANCE, HAS BEEN SCALED DISTRICTWIDE TO 77,000 STUDENTS IN GREENVILLE COUNTY. SCHOLARSHIPS UNITED WAY WOMEN'S LEADERSHIP JOBS TO CAREERS SCHOLARSHIP PROGRAM CONTINUES TO HELP GREENVILLE COUNTY WOMEN IMPROVE THEIR FINANCIAL STABILITY BY TRANSITIONING FROM PAYCHECK-TO-PAYCHECK JOBS TO MORE STABLE, LONGTERM CAREERS. THE PROGRAM HAS GRADUATED 45 WOMEN IN THE LAST TEN YEARS WITH MANY MORE ON THE WAY. IN 2021, UNITED WAY'S AFRICAN AMERICAN LEADERSHIP GREENVILLE (AALG) ANNOUNCED ONETIME SCHOLARSHIPS THAT SUPPORT FOUR (4) $2500 AWARDS TO AFRICAN AMERICAN HIGH SCHOOL GRADUATES IN THE UPSTATE ATTENDING 2 OR 4 YEAR COLLEGES. FAITHBASED ROUNDTABLE REPRESENTATIVES FROM A CROSSSECTION OF GREENVILLE COUNTY'S FAITH COMMUNITY MEET UNDER THE UNITED WAY UMBRELLA TO BUILD A GREATER KNOWLEDGE OF THE HEALTH AND HUMAN SERVICE ISSUES MANY IN OUR COMMUNITY ARE FACING, AND TO DEVELOP NEW INTERFAITH AND NONPROFIT CONNECTIONS AND PARTNERSHIPS TO ADDRESS THEM. GREENVILLE DREAMS' GRASSROOT LEADERSHIP DEVELOPMENT THIS PARTNERSHIP WITH THE CITY OF GREENVILLE AND THE GREENVILLE COUNTY REDEVELOPMENT AUTHORITY SERVES TO EDUCATE AND DEPLOY NEIGHBORHOOD LEADERS FROM SPECIAL EMPHASIS NEIGHBORHOODS IN GREENVILLE COUNTY. THE INITIATIVE SERVES TO CONNECT NEIGHBORHOOD LEADERSHIP IN SPECIAL EMPHASIS NEIGHBOHOODS TO RESOURCES THAT SUPPORT THE ENHANCEMENT OF THEIR FINANCIAL, SOCIAL, AND HUMAN CAPITAL. THE LEADERSHIP DEVELOPMENT PROGRAM HAS TRAINED MORE THAN 150 NEIGHBORHOOD LEADERS OVER THE LAST DECADE. GREENVILLE REENTRY COALITION AS A MEMBER OF THE COALITION, UNITED WAY WORKS TO IDENTIFY AND DEVELOP RESOURCES FOR RETURNING MEMBERS OF THE COMMUNITY, OR THOSE WITH EXTENSIVE CRIMINAL HISTORIES, IN ORDER TO INCREASE THE QUALITY OF LIFE IN THE AREAS OF HOUSING, EMPLOYMENT, FINANCIAL STABILITY AND EDUCATION. VOLUNTEER ENGAGEMENT EACH YEAR, UNITED WAY VOLUNTEERS ROLL UP THEIR SLEEVES AND DONATE THEIR TIME TO MAKE A DIFFERENCE FOR OTHERS. WHETHER IT'S THE UPSTATE'S LARGEST SINGLE DAY OF SERVICE OR ANY OF THE THOUSANDS OF VOLUNTEER NEEDS WE HELP MEET ALL YEAR LONG AT HTTPS://VOLUNTEER.UNITEDWAYGC.ORG, UNITED WAY VOLUNTEERS ARE CHANGING LIVES AND CREATING A STRONGER COMMUNITY FOR ALL OF US. WE ALSO DEVELOP AND LEAD SPECIAL VOLUNTEER PROJECTS FOR OUR CORPORATE PARTNERS. VOLUNTEER INCOME TAX ASSISTANCE FOR MORE THAN A DECADE, THE VOLUNTEER INCOME ASSISTANCE PROGRAM, OR VITA, HAS BEEN ONE OF UNITED WAY OF GREENVILLE COUNTY'S MOST SUCCESSFUL FINANCIAL STABILITY INITIATIVES. IN 2021, 10,370 RETURNS WERE FILED IN PERSON AND ONLINE, SAVING MORE THAN $ 2 MILLION IN TAX PREP FEES FOR UPSTATE TAXPAYERS. IN ADDITION, UPSTATE TAXPAYERS RECEIVED OVER $15 MILLION IN FEDERAL AND STATE TAX REFUNDS. RACIAL EQUITY AND ECONOMIC MOBILITY (REEM) COMMISSION THE COMMISSION IS COMPRISED OF 35 COMMUNITY LEADERS FROM DIVERSE BACKGROUNDS AND INDUSTRIES WHO SHARE A COMMITMENT TO CREATING CHANGE IN GREENVILLE COUNTY. BY COMING TOGETHER TO LISTEN, ANALYZE, UNDERSTAND AND LEARN, THE COMMISSION AIMS TO IDENTIFY STRATEGIES AND DEVELOP PARTNERSHIPS THAT ERADICATE RACEBASED DISPARITIES AND INEQUITIES IMPACTING THE BLACK COMMUNITY IN GREENVILLE COUNTY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, TREASURER, SECRETARY, IMMEDIATE PAST BOARD CHAIR, AND GOVERNANCE COMMITTEE CHAIR AND OTHER MEMBERS OF THE BOARD THAT MAY BE DEEMED NECESSARY FROM TIME TO TIME. THE PURPOSE OF THE EXECUTIVE COMMITTEE IS TO (1) ACT ON BEHALF OF THE BOARD IN A SITUATION WHERE THE TIMING OF THE DECISION IS OF THE UTMOST IMPORTANCE, (2) PROVIDE A SMALLER FORUM FOR COMMITTEE LEADERS AND THE PRESIDENT & CEO TO DISCUSS CHALLENGES AND OPPORTUNITIES THAN MAY BE POSSIBLE AT THE BOARD LEVEL, (3) GUIDE THE WORK OF THE BOARD TO ENSURE THE BOARD MAINTAINS A FOCUS ON PRIORITIES, AND TO TAKE CARE OF MORE ROUTINE MATTERS RELATING TO THE BOARD'S WORK, AND (4) PROVIDE FOR AN ANNUAL PERFORMANCE AND COMPENSATION EVALUATION FOR THE PRESIDENT AND CEO. IN ALL EVENTS, EVERY ACTION OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD OF DIRECTORS AT THE MEETING OF THE BOARD IMMEDIATELY FOLLOWING THE DATE OF SUCH ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PRESENTED FOR REVIEW TO THE FINANCE AND AUDIT COMMITTEE AND THEN TO THE BOARD OF DIRECTORS PRIOR TO FILING. A PUBLIC DISCLOSURE COPY WAS PROVIDED TO THE BOARD THIS YEAR TO PROTECT DONOR PRIVACY. FORM 990, PART VI, SECTION B, LINE 12C THE UNITED WAY OF GREENVILLE COUNTY'S BOARD AND STAFF FILL OUT CONFLICT OF INTEREST DISCLOSURES (BOTH ANNUALLY AND AS THEY ARISE) AND REPORT RESULTS TO THE BOARD AT LEAST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO IS REVIEWED ANNUALLY BY THE BOARD CHAIR, WITH INPUT FROM THE FULL BOARD OF DIRECTORS. COMPENSATION IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE USING MARKET DATA PROVIDED BY A THIRD PARTY VENDOR. COMPENSATION IS SET BY HR USING MARKET DATA IN CONJUNCTION WITH THE PRESIDENT/CEO. ALL SALARIES ARE APPROVED AS PART OF THE ANNUAL BUDGET PROCESS BY THE BOARD ALTHOUGH THE INFORMATION IS PROVIDED TO THE BOARD IN SUMMARY FORM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.