2024-11-07T12:24:20-05:00 2024-03-31 582579944 CAINES HODGES & COMPANY PC 5302 FREDERICK ST STE 203 SAVANNAH GA 314054823 990 2023-04-01 570405847 UNITED WAY OF THE LOWCOUNTRY UNIT 8439823040 PO BOX 202 BEAUFORT SC 29901 DALE DOUTHAT PRESIDENT & CEO 8439823040 2024-09-03 true true AMANDA S FUTRELL P01394883 9122336383 2024-11-07 2023 2024-10-15 13:58:12Z DALE DOUTHAT PO BOX 202 BEAUFORT SC 29901 2420455 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. 14 14 12 308 0 3520905 2273911 0 24252 22933 184227 70748 3729384 2367592 1746131 648551 0 812148 898412 0 222285 1070578 811473 3628857 2358436 100527 9156 3875352 4054643 1043004 1050253 2832348 3004390 TO MOBILIZE RESOURCES TO SOLVE HUMAN PROBLEMS. false false 1896767 648551 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. 1896767 true true false false false false false false true true true false false false 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 7 0 12 true false false false false false false false false X 14 14 false false false false true true false true true false false true true true true true false true true false SC X X X ANGELA LARSON INMON 8439823040 1277 RIBAUT ROAD BEAUFORT SC 29902 DALE DOUTHAT PRESIDENT & 40.00 X 79934 0 0 MARJORIE BARBER BOARD MEMBER X 0 0 0 KELLI BONIECKI BOARD MEMBER X 0 0 0 JEANINE BOSTICK BOARD MEMBER X 0 0 0 CAROL BRANCH BOARD CHAIR X X 0 0 0 LEIGH COPELAND BOARD MEMBER X 0 0 0 BRIAN ETHERIDGE BOARD MEMBER X 0 0 0 TRACY GRECO BOARD TREASU X X 0 0 0 TAMARA HERRING BAORD MEMBER X 0 0 0 GLORIA HOLMES BOARD MEMBER X 0 0 0 CARL KILPATRICK BOARD MEMBER X 0 0 0 SUSAN NIMMER BOARD MEMBER X 0 0 0 RICK SIEBENALER BOARD MEMBER X 0 0 0 MARC STUCKART BOARD MEMBER X 0 0 0 KATIE THREATT BOARD SECRET X X 0 0 0 ANGELA LARSON INMON DIRECTOR OF X 0 0 0 79934 false false false 476104 1797807 192368 2273911 22933 22933 5985 5985 5985 5985 106520 52863 53657 CONTRACT REVENUE 6000 6000 OTHER INCOME 5106 5106 11106 2367592 40024 648551 648551 683245 498769 95654 88822 23094 16859 3233 3002 139766 102028 19568 18170 52307 38184 7323 6800 16134 11778 2259 2097 52953 38656 7413 6884 27996 20438 3919 3639 20844 15216 2918 2710 27864 20341 3901 3622 10261 7490 1437 1334 30707 22416 4299 3992 18626 13597 2608 2421 22463 16398 3145 2920 PROGRAM & GRANT EXPENSES 450951 329194 63133 58624 COMPUTER & INTERNET 43757 31943 6126 5688 COMMUNICATIONS 20257 14788 2836 2633 LEASES 17451 12739 2443 2269 51209 37382 7169 6658 2358436 1896767 239384 222285 1476219 1334058 170696 349559 495 4000 10983 15312 993881 306585 717903 687296 1301622 1461878 197434 202540 3875352 4054643 9310 39566 340776 359261 692918 651426 1043004 1050253 X 2417617 2577650 414731 426740 2832348 3004390 3875352 4054643 X 9156 162886 X false true X true false X 1948093 2296234 2397243 3520905 2273911 12436386 1948093 2296234 2397243 3520905 2273911 12436386 1424760 11011626 -41891 355076 108795 421980 19052 22471 15035 56558 12914924 1478077 0.85260 0.89640 X PART II, LINE 10 56,558 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 1302593 11428 183123 20259 15007 1461878 1352592 28145 -58317 5806 14021 1302593 1259382 31578 100777 23702 15443 1352592 919255 6250 350950 5394 11679 1259382 973699 15625 -49230 10530 10309 919255 0.67000 0.33000 true false 142000 142000 645440 306585 338855 59756 59756 146685 146685 687296 PAYABLE TO AGENCIES 628850 OPERATING LEASE OBLIGATION 22576 651426 2367592 2367592 2367592 2358436 2358436 2358436 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 0 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS EXPENSES 0 POWER OF THE PU 43560 43560 25703 GOLF TOURNAMENT 57960 57960 26514 1 101520 101520 52217 52217 49303 true 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 67950 PROGRAMS AMI KIDS BEAUFORT 60 HONEYBEE ISLAND RD SEABROOK SC 29940 570791258 501C3 19000 PROGRAMS BEAUFORT-JASPER YMCA OF THE LOWCOUNTRY 1801 RICHMOND AVE PORT ROYAL SC 29935 570910326 501C3 82250 PROGRAMS BORN TO READ 703 BLADEN STREET BEAUFORT SC 29902 208599185 501C3 12000 PROGRAMS BOY SCOUTS COASTAL CAROLINA 9297 MEDICAL PLAZA DRIVE CHARLESTON SC 29406 570327870 501C3 16000 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 47400 PROGRAMS CONSUMER CREDIT COUNSELING SERVICES 7505 WATERS AVENUE SUITE C-11 SAVANNAH GA 31406 580958705 501C3 17850 PROGRAMS FAMILY PROMISE OF BEAUFORT COUNTY 181 BLUFFTON ROAD BLDG D101 BLUFFTON SC 29910 205647589 501C3 23800 PROGRAMS GOOD NEIGHBOR FREE MEDICAL CLINIC OF BEAUFORT 30 PROFESSIONAL VILLAGE CIR BEAUFORT SC 29907 260335357 501C3 33700 PROGRAMS HILTON HEAD ISLAND DEEP WELL PROJEC PO BOX 5543 HILTON HEAD SC 29938 570566098 501C3 15300 PROGRAMS HOPEFUL HORIZONS PO BOX 1775 BEAUFORT SC 29901 571063332 501C3 33150 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 17000 PROGRAMS LOWCOUNTRY LEGAL VOLUNTEERS PO BOX 2496 BLUFFTON SC 29910 562202319 501C3 42713 PROGRAMS MEALS ON WHEELS 75 CAPITAL DRIVE HILTON HEAD ISLAND SC 29925 570691109 501C3 15583 PROGRAMS RESOURCE FOUNDATION FOR JASPER COUNTY PO BOX 747 RIDGELAND SC 29936 571062419 501C3 62545 PROGRAMS RONALD MCDONALD HOUSE CHARITIES OF THE COASTAL EMPIRE 4710 WATERS AVENUE SAVANNAH GA 31404 581630107 501C3 15000 PROGRAMS SECOND HELPINGS PO BOX 23621 HILTON HEAD SC 29925 570938469 501C3 24950 PROGRAMS THE CHILDREN'S CENTER 9 NATURES WAY HILTON HEAD SC 29926 570485356 501C3 10285 PROGRAMS 20 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION REVIEW AGENCY REPORTS AND FINANCIALS TO DETERMINE FUNDING. X 1 192368 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. FORM 990, PART XI, LINE 9 SPECIAL EVENTS REVENUE 0 SPECIAL EVENTS EXPENSES 0