2023-09-05T13:23:54-04:00 2023-03-31 582579944 CAINES HODGES & COMPANY PC 5302 FREDERICK ST STE 203 SAVANNAH GA 314054823 990 2022-04-01 570405847 UNITED WAY OF THE LOWCOUNTRY UNIT 8439823040 PO BOX 202 BEAUFORT SC 29901 DALE DOUTHAT PRESIDENT & CEO 8439823040 2023-09-05 true DALE DOUTHAT XXX-XX-XXXX true AMANDA S FUTRELL P01394883 9122336383 2023-09-05 2022 2023-04-26 12:10:37Z DALE DOUTHAT PO BOX 202 BEAUFORT SC 29901 3796452 false X WWW.UWLOWCOUNTRY.ORG X 1964 SC TO BE THE LEADING FORCE FOR SOCIAL CHANGE TO IMPROVE BASIC NEEDS, EDUCATION, HEALTH AND FINANCIAL STABILITY OUTCOMES FOR THE CITIZENS OF BEAUFORT AND JASPER COUNTY. 16 16 12 306 0 2397243 3520905 0 105203 24252 112469 184227 2614915 3729384 637679 1746131 0 846263 812148 0 158730 909319 1070578 2393261 3628857 221654 100527 3825297 3875352 1010232 1043004 2815065 2832348 TO MOBILIZE RESOURCES TO SOLVE HUMAN PROBLEMS. false false 2995948 1746131 PROVIDING RESOURCES TO FUNDED AGENCIES TO MEET THE NEEDS OF NEIGHBORS AND CREATE LASTING CHANGE IN THE COMMUNITY BY FOCUSING ON BASIC NEEDS, EDUCATION, HEALTH AND INCOME/FAMILY STABILITY. 2995948 true true false false false false false false true true true false false true true false true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 15 0 12 true false false false false false false false false X 16 16 false false false false true true false true true false false true true true true true false true true false SC X X X SERENA MILES 8439823040 1277 RIBAUT ROAD BEAUFORT SC 29902 DALE DOUTHAT PRESIDENT & 40.00 X 82914 0 0 SERENA MILES DIRECTOR OF 40.00 X 48135 0 0 MARJORIE BARBER BOARD MEMBER 1.00 X 0 0 0 JEANINE BOSTICK BOARD MEMBER 1.00 X 0 0 0 CAROL BRANCH BOARD CHAIR 2.00 X X 0 0 0 LEIGH COPELAND BOARD MEMBER 1.00 X 0 0 0 BOB DALTON BOARD MEMBER 1.00 X 0 0 0 BECKY FRANCIS BOARD MEMBER 1.00 X 0 0 0 TRACY GRECO BOARD TREASU 2.00 X X 0 0 0 GLORIA HOLMES BOARD MEMBER 1.00 X 0 0 0 CARL KILPATRICK BOARD MEMBER 1.00 X 0 0 0 SUSAN NIMMER BOARD MEMBER 1.00 X 0 0 0 GRACE STEPP BOARD MEMBER 1.00 X 0 0 0 MARC STUCKART BOARD MEMBER 1.00 X 0 0 0 KATIE THREATT BOARD SECRET 2.00 X X 0 0 0 ANNE WALKER BOARD MEMBER 1.00 X 0 0 0 131049 false false false 1496780 2024125 132370 3520905 24252 24252 5445 5445 5445 5445 121511 67068 54443 CONTRACT REVENUE 93500 93500 OTHER INCOME 30839 30839 124339 3729384 154036 1746131 1746131 638887 309478 266006 63403 19012 9209 7916 1887 107011 51836 44555 10620 47238 22882 19668 4688 1147 1147 450 450 13900 13900 14021 14021 27732 13435 11545 2752 50663 644 13792 36227 22468 14945 4150 3373 18753 12565 3375 2813 25690 10546 9961 5183 10250 5632 3007 1611 27755 18786 4696 4273 21271 14251 3829 3191 21186 14358 3589 3239 PROGRAM & GRANT EXPENSES 643832 643804 28 COMPUTER & INTERNET 47759 31999 8596 7164 COMMUNITY ENGAGEMENT 41502 38500 2972 30 COMMUNICATIONS 19307 11765 4873 2669 62892 25182 32131 5579 3628857 2995948 474179 158730 1274855 1476219 279122 170696 5225 495 24203 10983 1005862 287959 696729 717903 1352592 1301622 192571 197434 3825297 3875352 38272 9310 357441 340776 614519 692918 1010232 1043004 X 2379538 2417617 435527 414731 2815065 2832348 3825297 3875352 X 100527 -83245 1 X false true true false X 2637832 1948093 2296234 2397243 3520905 12800307 2637832 1948093 2296234 2397243 3520905 12800307 792703 12007604 50932 -41891 355076 108795 472912 65266 19052 22471 15035 121824 13395043 1331533 0.89640 0.92600 X PART II, LINE 10 121,824 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 1352592 28145 -58317 5806 14021 1302593 1259382 31578 100777 23702 15443 1352592 919255 6250 350950 5394 11679 1259382 973699 15625 -49230 10530 10309 919255 1000511 7000 6344 30591 9565 973699 0.67000 0.33000 true false 142000 142000 645440 287959 357481 59756 59756 158666 158666 717903 CSV OF LIFE INSURANCE 197434 197434 PAYABLE TO AGENCIES 652993 OPERATING LEASE OBLIGATION 39925 692918 3796452 67068 67068 3729384 3729384 3695925 67068 67068 3628857 3628857 SCHEDULE D, PAGE 2, PART V, LINE 4 DONOR-RESTRICTED ENDOWMENT FUNDS ARE HELD FOR TWO SEPARATE MISSIONS: 1) TO PROVIDE GRANTS TO FUND EDUCATION AND ACTIVITIES THAT ASSIST CHILDREN AND ADULTS IN LIFTING THEMSELVES AND THEIR FAMILIES OUT OF POVERTY, AND 2) TO PROVIDE CHARITABLE RESOURCES IN SUPPORT OF PROGRAMS ASSISTING MOTHERS AND THEIR CHILDREN. BOARD-DESIGNATED ENDOWMENT FUNDS ARE HELD TO PROVIDE ASSISTANCE WITH SPECIFIC PROGRAMMATIC AND OPERATIONAL NEEDS OF THE ORGANIZATION AS SUCH NEEDS ARISE. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENTS REVENUE 67,068 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS EXPENSES 67,068 POWER OF THE PU 54745 54745 29730 GOLF TOURNAMENT 61766 61766 27723 1 116511 116511 57453 57453 59058 true 2ND MOUNT CARMEL BAPTIST CHURCH PO BOX 4891 BEAUFORT SC 29903 352352819 501C3 10000 PROGRAMS ABLE FOUNDATION 100 CLEAR WATER WAY BEAUFORT SC 29906 300223168 501C3 18000 PROGRAMS AGAPE FAMILY LIFE CENTER 5855 SOUTH OKATIE HIGHWAY HARDEEVILLE SC 29927 571106874 501C3 120950 PROGRAMS AMI KIDS BEAUFORT 60 HONEYBEE ISLAND RD SEABROOK SC 29940 570791258 501C3 19000 PROGRAMS BEAUFORT COUNTY ALCOHOL AND DRUG ABUSE DEPT PO DRAWER 1228 BEAUFORT SC 29901 576000311 GOV 50000 PROGRAMS BEAUFORT COUNTY HUMAN SERVICES DEPT PO DRAWER 1228 BEAUFORT SC 29901 576000311 GOV 65000 PROGRAMS BEAUFORT HOUSING AUTHORITY PO BOX 1104 BEAUFORT SC 29901 570513234 501C3 72813 PROGRAMS BEAUFORT JASPER EOC PO DRAWER 9 BEAUFORT SC 29901 570477804 501C3 95000 PROGRAMS BEAUFORT-JASPER YMCA OF THE LOWCOUNTRY 1801 RICHMOND AVE PORT ROYAL SC 29935 570910326 501C3 80250 PROGRAMS BLUFFTON SELF HELP PO BOX 2420 BLUFFTON SC 29910 570862658 501C3 57000 PROGRAMS BORN TO READ 703 BLADEN STREET BEAUFORT SC 29902 208599185 501C3 12000 PROGRAMS BOYS & GIRLS CLUBS OF THE LOWCOUNTR 10 PINCKNEY COLONY ROAD SUITE 103 BLUFFTON SC 29909 570811876 501C3 40075 PROGRAMS CHILD ABUSE PREVENTION ASSOCIATION PO BOX 531 BEAUFORT SC 29901 570722206 501C3 44900 PROGRAMS COASTAL CAROLINA COUNCIL 9297 MEDICAL PLAZA DRIVE N CHARLESTON SC 29406 570327870 501C3 13000 PROGRAMS COASTAL EMPIRE COMMUNITY MENTAL HEALTH CENTER 1050 RIBAUT ROAD BEAUFORT SC 29902 GOV 55000 PROGRAMS CONSUMER CREDIT COUNSELING SERVICES 7505 WATERS AVENUE SUITE C-11 SAVANNAH GA 31406 580958705 501C3 62850 PROGRAMS FAMILY PROMISE OF BEAUFORT COUNTY 181 BLUFFTON ROAD BLDG D101 BLUFFTON SC 29910 205647589 501C3 83800 PROGRAMS FRESH START HEALING HEART PO BOX 754 PORT ROYAL SC 29935 473578303 501C3 40000 PROGRAMS GOOD NEIGHBOR FREE MEDICAL CLINIC OF BEAUFORT 30 PROFESSIONAL VILLAGE CIR BEAUFORT SC 29907 260335357 501C3 31200 PROGRAMS HELP OF BEAUFORT PO BOX 472 BEAUFORT SC 29901 570721545 501C3 25000 PROGRAMS HILTON HEAD ISLAND DEEP WELL PROJEC PO BOX 5543 HILTON HEAD SC 29938 570566098 501C3 122300 PROGRAMS HOPEFUL HORIZONS PO BOX 1775 BEAUFORT SC 29901 571063332 501C3 73150 PROGRAMS JASPER COUNTY COUNCIL ON AGING PO BOX 641 RIDGELAND SC 29936 570564656 501C3 34000 PROGRAMS LOVE HOUSE MINISTRIES 423C PARRIS ISLAND GATEWAY BEAUFORT SC 29906 571122533 501C3 19000 PROGRAMS LOWCOUNTRY HABITAT FOR HUMANITY 616 PARRIS ISLAND GATEWAY BEAUFORT SC 29906 570920920 501C3 20000 PROGRAMS LOWCOUNTRY LEGAL VOLUNTEERS PO BOX 2496 BLUFFTON SC 29910 562202319 501C3 183063 PROGRAMS MEALS ON WHEELS 75 CAPITAL DRIVE HILTON HEAD ISLAND SC 29925 570691109 501C3 17000 PROGRAMS MOUNT CARMEL BAPTIST CHURCH 367 KEANS NECK ROAD SEABROOK SC 29940 570933262 501C3 30000 PROGRAMS REAL CHAMPIONS INC PO BOX 669 RIDGELAND SC 29936 813956956 501C3 50000 PROGRAMS RESOURCE FOUNDATION FOR JASPER COUNTY PO BOX 747 RIDGELAND SC 29936 571062419 501C3 112545 PROGRAMS RONALD MCDONALD HOUSE CHARITIES OF THE COASTAL EMPIRE 4710 WATERS AVENUE SAVANNAH GA 31404 581630107 501C3 15000 PROGRAMS SALVATION ARMY PO BOX 105 BEAUFORT SC 29901 501C3 30000 PROGRAMS SECOND HELPINGS PO BOX 23621 HILTON HEAD SC 29925 570938469 501C3 22950 PROGRAMS THE CHILDREN'S CENTER 9 NATURES WAY HILTON HEAD SC 29926 570485356 501C3 10285 PROGRAMS THE LINK CHURCH PO BOX 4541 BEAUFORT SC 29903 611560138 501C3 6000 36 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION REVIEW AGENCY REPORTS AND FINANCIALS TO DETERMINE FUNDING. X 1 132370 false false false FORM 990, PAGE 1, PART I, LINE 6 IN PARTNERSHIP WITH THE IRS, BEAUFORT COUNTY, AND THE UNITED WAY OF THE LOWCOUNTRY, THE LOWCOUNTRY VITA (VOLUNTEER INCOME TAX ASSISTANCE) PROGRAM PROVIDES FREE INCOME TAX PREPARATION SERVING FOUR COUNTIES. VOLUNTEER ROLES INCLUDE: A) TAX PREPARERS, B) GREETERS, C) FINANCIAL LITERACY EDUCATORS, D) COMMUNITY OUTREACH SPECIALISTS, E) TRANSLATORS AND INTERPRETORS, F) QUALITY REVIEWERS AND SITE COORDINATORS, AND G) TAX LAW INSTRUCTORS. ALL VOLUNTEERS RECEIVE IRS-SPONSORED TRAINING AND WILL RECEIVE CERTIFICATION BASED UPON THE LEVEL OF TRAINING COMPLETED. FORM 990, PAGE 6, PART VI, LINE 6 PER THE ORGANIZATION'S BYLAWS, REGULAR MEMBERS ARE THOSE INDIVIDUALS WHO CONTRIBUTE FINANCIALLY TO THE ORGANIZATION AND EACH MEMBER AGENCY IS ENTITLED TO DESIGNATE A VOLUNTEER TO SERVE AS A MEMBER OF THE ORGANIZATION. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD IS ELECTED BY THE MEMBERSHIP WHICH CONSISTS OF REGULAR MEMBERS (INDIVIDUAL DONORS) AND INSTITUTIONAL MEMBERS (ONE PER PARTICIPATING MEMBER AGENCY). FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVEIEWED BY BOTH ORGANIZATION STAFF AND THE BOARD TREASURER BEFORE IT IS FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST DISCLOSURES APPLY TO THE BOARD OF DIRECTORS AND STAFF AND ARE REVIEWED AND RENEWED AT THE BEGINNING OF EACH YEAR. DISCUSSIONS ARE CONDUCTED WITH ALL NEW BOARD MEMBERS AND CONFLICT OF INTEREST POLICY DOCUMENTS ARE SIGNED BEFORE THEY ARE NOMINATED AND ELECTED TO THE BOARD. THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ADDITIONAL POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE DURING THE YEAR. MANAGEMENT ALSO REVIEWS THE BOARD MEMBER LISTS FROM ALL AGENCIES RECEIVING DISTRIBUTIONS OF FUNDS FROM UNITED WAY FOR POTENTIAL CONFLICTS OF INTEREST. CONFLICTS OF INTEREST ARE ALSO DISCLOSED FROM VOLUNTEERS SERVING ON COMMUNITY INVESTMENT COMMITTEES. FORM 990, PAGE 6, PART VI, LINE 15A CEO PERFORMANCE AND COMPENSATION REVIEW IS CONDUCTED ANNUALLY. THE REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. REASONABLE COMPENSATION IS DETERMINED BASED UPON THE BOARD APPROVED BUDGET GUIDELINES AND PERIODIC STUDIES OF REGIONAL, STATE AND LOCAL SALARIES AND BENEFITS. FORM 990, PAGE 6, PART VI, LINE 15B REASONABLE COMPENSATION IS DETERMINED BASED UPON THE BOARD APPROVED BUDGET GUIDELINES AND PERIODIC STUDIES OF REGIONAL, STATE AND LOCAL SALARIES AND BENEFITS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.