2020-11-16T09:39:10-06:00 2019-12-31 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2019-01-01 570515275 UNITED WAY ASSOCIATION OF SOUTH CAROLINA INC UNIT 8039291000 914 RICHLAND STREET A201 COLUMBIA SC 29201 NAOMI LETT CEO 8039291000 2020-11-16 1 AMY BIBBY P00445891 8282542254 2020-11-16 99.47.28.203 2020-11-16 09:29:28 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 48FB394F9AA065459641371F168D9F2AFFFBB473 2019 2021-01-29 14:40:06Z NAOMI LETT 914 RICHLAND STREET A201 COLUMBIA SC 29201 6107667 0 X WWW.UWASC.ORG X 1963 SC TO MAXIMIZE THE CAPACITY AND EFFECTIVENESS OF LOCAL UNITED WAYS, AND TO PROVIDE LEADERSHIP 20 20 10 0 0 0 3120418 4538598 1547468 1125787 -112687 1356 57623 441926 4612822 6107667 2726932 2991808 0 0 2072268 633692 0 0 0 1587175 2148676 6386375 5774176 -1773553 333491 578038 1264601 479692 832764 98346 431837 THE MISSION OF UNITED WAY ASSOCIATION OF SOUTH CAROLINA IS TO MAXIMIZE THE CAPACITY AND EFFECTIVENESS OF LOCAL UNITED WAYS AND TO PROVIDE LEADERSHIP ON ISSUES OF SIGNIFICANCE TO THE UNITED WAY SYSTEM. 0 0 1297847 70821 983097 UNITED WAY ASSOCIATION OF SOUTH CAROLINA CONTINUED OUR WORK TO IMPROVE THE LIVES AND WELL-BEING OF SOUTH CAROLINA RESIDENTS IN 2019. RESOURCES AND INITIATIVES UNDERWAY IN THE ORGANIZATION INCLUDE VARIOUS GRANTS AND INITIATIVES TO PROMOTE QUALITY CHILDCARE POLICY, FUNDING AND SERVICE COORDINATION. THIS IS IN ADDITION TO OUR CORE WORK AS A MEMBER SERVICES ORGANIZATION FACILITATING AND IMPROVING THE OPERATIONS OF OUR 25 LOCAL UNITED WAY CHAPTERS SERVED IN THE STATE. 3612222 2920987 THE SC SERVICE COMMISSION AWARDED FUNDING TO AMERICORPS PROGRAMS. THESE PROGRAMS WILL PROVIDE SERVICES IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, ENVIRONMENT, AND DISASTER RECOVERY. THE COMMISSION RECEIVED FUNDING FOR A PLANNING GRANT TO IDENTIFY AND ASSIST ORGANIZATIONS IN DEVELOPING A PROGRAM AROUND SAFER COMMUNITIES BY CONNECTING LAW ENFORCEMENT AND COMMUNITY MEMBERS. 454878 612202 SC 2-1-1 PROVIDES A SINGLE POINT OF ACCESS FOR PEOPLE IN NEED, FACILITATING FINDING RESOURCES MORE EFFICIENTLY. FURTHER, SC 2-1-1 PROVIDES FOR EASIER MORE EFFICIENT HANDLING OF NEEDS BY SERVING AS LIASON TO SCREEN AND DIRECT PEOPLE IN NEED TO THE PROPER RESOURCE AND MAKING THE HANDLING OF CASES EASIER AND MORE EFFICIENT FOR THE AGENCIES PROVIDING THE RESOURCES. 5364947 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 SC X X NAOMI LETT 8036092560 914 RICHLAND STREET A201 COLUMBIA SC 29201 MATT HAMMOND BOARD CHAIR 3.00 X X 0 0 0 MISSY SANTORUM COMMISSION CHAIR 3.00 X X 0 0 0 CAROL BURDETTE VICE CHAIR 3.00 X X 0 0 0 PAIGE STEPHENSON CPO CHAIR 3.00 X X 0 0 0 GARY CANNON SECRETARY/TREASURER 3.00 X X 0 0 0 CHARLOTTE BERRY BOARD MEMBER 1.00 X 0 0 0 JERRY RUDD BOARD MEMBER 1.00 X 0 0 0 SARA FAWCETT BOARD MEMBER 1.00 X 0 0 0 DONNIE SUPPLEE BOARD MEMBER 1.00 X 0 0 0 CLARENCE BATTS BOARD MEMBER 1.00 X 0 0 0 DEBBIE NELSON BOARD MEMBER 1.00 X 0 0 0 SUE SCHNEIDER BOARD MEMBER 1.00 X 0 0 0 MEGHAN BARP BOARD MEMBER 1.00 X 0 0 0 KAREN CULLEY BOARD MEMBER 1.00 X 0 0 0 JASON ECKENSTEIN BOARD MEMBER 1.00 X 0 0 0 LOSA MARISEL BOARD MEMBER 1.00 X 0 0 0 JOHN MICKANOLIS BOARD MEMBER 1.00 X 0 0 0 MARLO RAYMARK BOARD MEMBER 1.00 X 0 0 0 TRACY SNYDER BOARD MEMBER 1.00 X 0 0 0 NANCY STOUDENMIRE BOARD MEMBER 1.00 X 0 0 0 NAOMI TORFIN CEO 40.00 X 90125 0 21674 90125 0 21674 0 0 0 0 INSPERITY 6100 FAIRVIEW RD SUITE 750 CHARLOTTE NC 28210 PAYROLL SERVICE PROVIDER 642617 AIKEN COUNTY HELPLINE 237 PARK AVE SW STE 224 AIKEN SC 29801 OUTSOURCED PHONE HELPLINE 297212 2 295296 3654503 588799 538936 4538598 2-1-1 PROGRAM INCOME 900099 608136 608136 STATEWIDE CHILDCARE CO 900099 517651 517651 1125787 1356 1356 MISCELLANEOUS REVENUE 900099 441926 441926 441926 6107667 1567713 0 1356 2991808 2991808 90125 90125 460264 460264 31573 31573 51730 51730 20381 20381 130500 130500 409843 409843 90036 90036 1203142 1110320 92822 34042 34042 95774 20373 75401 58495 58495 39098 39098 4410 4410 19153 19153 BAD DEBT EXPENSE 43802 43802 5774176 5364947 409229 0 237295 121633 50133 550779 286099 583849 0 1212 51038 46835 4511 4203 0 2925 578038 1264601 452912 576944 26780 255820 479692 832764 X 49888 423654 48458 8183 98346 431837 578038 1264601 333491 0 X X 0 1 X 1 1 1 X 3241055 3504431 3639916 3120418 4538598 18044418 11159764 11494543 9644411 1547468 1125787 34971973 14400819 14998974 13284327 4667886 5664385 53016391 0 7312410 6997251 295114 14604775 7312410 6997251 295114 14604775 38411616 52 39 30 23 1356 1500 52 39 30 23 1356 1500 16459 49100 101242 57623 441926 666350 14417330 15048113 13385599 4725532 6107667 53684241 0.71550 0.69380 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 1 0 1 1 1 54000 54000 0 PART II-B, LINE 1: THE ANNUAL PUBLIC POLICY DAY THAT INCLUDES VISITS TO LAWMAKERS STAFF AND VOLUNTEERS FROM LOCAL UNITED WAYS AND THEIR FUNDED PARTNERS TO EDUCATE THEM ABOUT ISSUES OF IMPORTANCE TO THE UNITED WAY SYSTEM. THESE ISSUES INCLUDE EDUCATION, FAMILY FINANCIAL STABILITY, INCREASING ACCESS TO HEALTH CARE, AND REDUCING THE REGULATORY BURDEN ON THE NONPROFIT SECTOR. THE ORGANIZATION PAID A TOTAL OF $54,000 FOR LOBBYING SERVICES 51038 46835 4203 4203 X 6107667 0 6107667 0 6107667 5774176 0 5774176 0 5774176 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE STATUTES OF THE STATE OF SOUTH CAROLINA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS PROVIDED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ASSOCIATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2019 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. 1 CITY YEAR-COLUMBIA 287 COLUMBUS AVENUE BOSTON MA 02116 222882549 501(C)(3) 259776 PUBLIC SERVICE WORK READING PARTNERS 180 GRAND AVENUE STE 800 OAKLAND CA 94612 770568469 501(C)(3) 370402 PUBLIC SERVICE WORK TEACH FOR AMERICA SC 25 BROADWAY 12 FLOOR NEW YORK NY 10004 133541913 501(C)(3) 85266 PUBLIC SERVICE WORK UNITED WAY OF GREENVILLE COUNTY 105 EDINBURG COURT GREENVILLE SC 29621 570362066 501(C)(3) 274697 PUBLIC SERVICE WORK/CHILDCARE INITIATIVE BLACK RIVER UNITED WAY 515 FRONT STREET GEORGETOWN SC 29440 570526145 501(C)(3) 191487 PUBLIC SERVICE WORK INDIAN WATERS COUNCIL 715 BETSY DRIVE COLUMBIA SC 29202 570314440 501(C)(3) 92053 PUBLIC SERVICE WORK LANCASTER COUNTY SCHOOL DISTRICT 300 S CATWBA STREET LANCASTER SC 29720 576000371 501(C)(3) 78946 PUBLIC SERVICE WORK MENTAL HEALTH AMERICA GREENVILLE 429 N MAIN ST 2 GREENVILLE SC 29601 570955844 501(C)(3) 141101 PUBLIC SERVICE WORK NEIGHBOR TO NEIGHBOR 921 N KINGS HWY MYRTLE BEACH SC 29577 203314190 501(C)(3) 36098 PUBLIC SERVICE WORK PALMETTO CONSERVATION FOUNDATION 722 KING STREET COLUMBIA SC 29205 570907043 501(C)(3) 132344 PUBLIC SERVICE WORK TRIDENT UNITED WAY 6296 RIVERS AVE NORTH CHARLESTON SC 29406 570314378 501(C)(3) 163532 PUBLIC SERVICE WORK UNITED WAY OF ANDERSON 604 N MURRAY AVENUE ANDERSON SC 29621 570510602 501(C)(3) 179505 PUBLIC SERVICE WORK/CHILDCARE INITIATIVE UNITED WAY OF THE LOWCOUNTRY 1277 RIBAUT RD BEAUFORT SC 29902 570405847 501(C)(3) 122896 PUBLIC SERVICE WORK UNITED WAY OF PIEDMONT PO BOX 5624 SPARTANBURG SC 29304 570314377 501(C)(3) 112959 PUBLIC SERVICE WORK UNITED WAY OF SUMTER 215 N WASHINGTON STREET SUMTER SC 29150 570339446 501(C)(3) 150661 PUBLIC SERVICE WORK UW OF HORRY COUNTY PO BOX 673 CONWAY SC 29528 570558692 501(C)(3) 64330 PUBLIC SERVICE WORK UW OF DILLON COUNTY PO BOX 828 DILLON SC 29536 576034532 501(C)(3) 5600 PUBLIC SERVICE WORK UW OF CHESTERFIELD COUNTY PO BOX 433 CHESTERFIELD SC 29709 570919420 501(C)(3) 37900 PUBLIC SERVICE WORK MARION COUNTY PO BOX 1106 MULLINS SC 29574 576000384 501(C)(3) 17460 PUBLIC SERVICE WORK 19 PART I, LINE 2: UWASC SELECTION CRITERIA SUB-GRANTEES ARE ALSO USUALLY FUNDED ON A MULTI-YEAR CYCLE. HOWEVER, SUB-GRANTEES MUST REAPPLY EVERY YEAR FOR FUNDING. AVAILABILITY OF FUNDS IN THE SECOND AND THIRD YEAR IS CONTINGENT UPON A NUMBER OF FACTORS, INCLUDING THE AVAILABILITY OF FUNDS AND GRANT OPPORTUNITIES, SATISFACTORY PROGRESS IN RELATION TO THE APPROVED PERFORMANCE MEASURES, COMPLIANCE WITH FEDERAL, STATE AND OTHER REGULATIONS, SUBMISSION OF A CONTINUATION OR RENEWAL APPLICATION OUTLINING PROGRAMMATIC CHANGES, A DETAILED BUDGET FOR THE APPLICABLE PROGRAM YEAR, AND ANY OTHER CRITERIA ESTABLISHED IN THE ORIGINAL AWARD AGREEMENT. THE SELECTIN CRITERIA INCLUDES A REVIEW OF THE REQUESTING AGENCY'S PREVIOUS YEAR AUDITED FINANCIAL STATEMENTS AND IRS FORM 990. AFTER EACH CYCLE, ALL SUB-GRANTEES SEEKING TO CONTINUE MUST REAPPLY (RE-COMPETE) AS NEW PROGRAMS. SUB-GRANTEES WHO REAPPLY FOR THEIR SECOND OR 3RD YEAR ARE KNOWN AS "CONTINUATION" SUB-GRANTEES. THE GRANT REVIEW COMMITTEE WILL UTILIZE THE STAFF ASSESSMENT FORM TO EVALUATE EACH CONTINUATION APPLICANT'S CAPACITY TO COMPLY WITH THE EXPECTATIONS OF THE GRANTOR AND UWASC. CONTINUATION APPLICANTS WHO HAVE ADEQUATELY MET GRANT EXPECTATIONS WILL BE RECOMMENDED FOR CONTINUATION FUNDING WITHOUT FURTHER REVIEW. CONTINUATION REQUESTS WILL ONLY BE ENTERED INTO THE SECOND STAGE OF THE REVIEW PROCESS AND RESCORED ALONG WITH NEW AND RE-COMPETE APPLICANTS IF: 1)IT HAS BEEN DETERMINED BY THE GRANT REVIEW COMMITTEE THAT THE APPLICANT HAS NOT DEMONSTRATED THE CAPACITY TO COMPLY WITH THE EXPECTATIONS OF THE GRANT. 2)THE APPLICANT HAS PROPOSED SIGNIFICANT CHANGES IN THE PROGRAM'S DESIGN, PERFORMANCE MEASURES, BUDGET, OR SLOT REQUEST. 3)THE PROGRAM IS REQUESTING A SIGNIFICANT INCREASE IN FUNDING. 4)THE APPLICANT IS REQUESTING EXPANSION AND THERE ARE NOT ENOUGH RESOURCES AVAILABLE TO FUND CONTINUATION APPLICATIONS. X DONATED BILLBOARD ADVERTISEMENT SPACE 2 201945 X TV PSA TRACKING AND REPORTING FOR AMERICORPS SOUTH CAROLINA 1 163901 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, CHAIR ELECT SECRETARY, TREASURER, AND THE IMEEDIATE PAST CHAIR, CHAIR OF THE CPO COUNCIL, AND CHAIR OF THE COMMISSION OF NATIONAL AND COMMUNITY SERVICE. THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWER AND AUTHORITY VESTED IN IT BY THE BYLAWS OR OTHERWISE, AND MAY ACT FOR THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN MEETINGS TO THE EXTENT PERMITTED BY LAW. THE EXECUTIVE COMMITTEE SHALL HAVE POWER TO MAKE RULES AND REGULATIONS FOR THE CONDUCT OF ITS BUSINESS. A MAJORITY SHALL CONSTITUTE A QUORUM, AND IN EVERY CASE THE AFFIRMATIVE VOTE OF A MAJORITY OF ALL OF THE MEMBERS OF SUCH COMMITTEE SHALL BE NECESSARY FOR THE ADOPTION OF ANY RESOLUTION. THE EXECUTIVE COMMITTEE MEETINGS MAY BE HELD ON FORTY-EIGHT (48) HOURS NOTICE TO EACH MEMBER PERSONALLY, BY FACSIMILE OR E-MAIL. ANY ACTION PERMITTED TO BE TAKEN AT A MEETING OF THE COMMITTEE MAY BE TAKEN WITHOUT A MEETING VIA MAIL, FAX, OR ELECTRONIC BALLOT (TELECONFERENCE, OR IN PERSON ONLY, WITH ALL BEING ABLE TO HEAR EACH OTHER). NO LESS THAN 5 OR 60 PER CENT OF VOTING COMMITTEE MEMBERS MUST CAST A BALLOT TO CONSTITUTE A VALID ACTION AND A MAJORITY OF THOSE VOTING SHALL DETERMINE THE ACTION. THE DELIBERATION PERIOD FOR ALL COMMITTEE ACTION UNDERTAKEN WITHOUT MEETING IS NO LESS THAN ONE WEEK FROM THE DATE OF TRANSMISSION. THE PERSON CHARGED WITH TRANSMITTING THE BALLOT MAY BE REQUIRED TO PROVIDE AN AFFIDAVIT STATING THAT ALL VOTING MEMBERS WERE ISSUED THE NOTICE AND BALLOT. THE RESULTS OF SUCH ACTION WITHOUT MEETING WILL BE FILED WITH THE MINUTES OF PROCEEDINGS OF THE COMMITTEE AND BOARD. SUCH CONSENT SHALL HAVE THE SAME FORCE AND EFFECT AS A UNANIMOUS VOTE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE THOSE LOCAL UNITED WAY ORGANIZATIONS WHICH MEET THE ELIGIBILITY STANDARDS AND REQUIREMENTS AS SET FORTH IN UWW STANDARDS. FORM 990, PART VI, SECTION A, LINE 7A LUW DIRECTORS SHALL BE ELECTED BY THE MEMBERS. PRIOR TO EACH ANNUAL MEETING AT WHICH LUW DIRECTORS WILL BE ELECTED, THE GOVERNANCE/ NOMINATING COMMITTEE SHALL CONTACT ALL MEMBER ORGANIZATIONS AND ASK FOR NOMINATIONS OF VOLUNTEERS OF THE PARTICULAR LUW. UNLESS OTHERWISE DIRECTED BY THE BOARD OF DIRECTORS, EACH NOMINATION MUST BE SUBMITTED BY THE CHAIR/ PRESIDENT (AS APPLICABLE) OF THE GIVEN MEMBER ORGANIZATION. AT LEAST FORTY-FIVE (45) DAYS PRIOR TO THE ANNUAL MEETING, A FINAL SLATE OF NEW LUW DIRECTORS SHALL BE SELECTED BY THE GOVERNANCE/ NOMINATING COMMITTEE FROM THE POOL OF NOMINEES PROVIDED BY MEMBER ORGANIZATIONS AND FROM THE ROSTER OF MEMBER ORGANIZATION VOLUNTEERS. INCLUDED WITH THE NOTICE TO MEMBERS OF THE ANNUAL MEETING, THE SLATE SO SELECTED SHALL BE SUBMITTED TO EACH MEMBER. A PLURALITY OF VOTES CAST FOR A GIVEN SLATE OF LUW DIRECTORS AT THE ANNUAL MEETING SHALL DETERMINE THE NEW LUW DIRECTORS. WRITE-IN SLATES SHALL BE PERMITTED. AT-LARGE DIRECTORS SHALL BE ELECTED BY THE MEMBERS. PRIOR TO EACH ANNUAL MEETING AT WHICH THE AT-LARGE DIRECTORS WILL BE ELECTED, THE GOVERNANCE/ NOMINATING COMMITTEE SHALL CONTACT THE DIRECTORS AND ASK FOR NOMINATIONS FOR AT-LARGE DIRECTOR POSITIONS. AT LEAST FORTY-FIVE (45) DAYS PRIOR TO THE ANNUAL MEETING, A FINAL SLATE OF NEW AT-LARGE DIRECTORS SHALL BE SELECTED BY THE GOVERNANCE/ NOMINATING COMMITTEE FROM THE POOL OF NOMINEES PROVIDED BY THE DIRECTORS. INCLUDED WITH THE NOTICE TO MEMBERS OF THE ANNUAL MEETING, THE SLATE SO SELECTED SHALL BE SUBMITTED TO EACH MEMBER. A PLURALITY OF VOTES CAST FOR A GIVEN SLATE OF AT-LARGE DIRECTORS AT THE ANNUAL MEETING SHALL DETERMINE THE NEW AT-LARGE DIRECTORS. WRITE-IN SLATES SHALL BE PERMITTED. FORM 990, PART VI, SECTION A, LINE 7B THE CHIEF PROFESSION OFFICER GROUP HAS THE ABILITY TO PROPOSE TRANSCATION AND CHANGES TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM AND THEN REVIEWED BY THE PRESIDENT AND FINANCE STAFF. AFTERWARDS, THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL BOARD MEETING WHEN NEW BOARD MEMBERS ARE SEATED (THE FIRST BOARD MEETING FOLLOWING THE ELECTION OF NEW MEMBERS), ALL BOARD MEMBERS SIGN THE WRITTEN CONFLICT OF INTEREST STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR COMPARES SALARIES WITH OTHER UNITED WAY STATE ORGANIZATIONS, SUBMITS THE FINDINGS TO THE EXECUTIVE COMMITTEE, AND THE BOARD APPROVES THE SALARY FOR THE PRESIDENT AS A SEPARATE BUDGET LINE ITEM. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.