2024-05-08T10:18:58-05:00 2023-06-30 824158464 DAVIS & COMPANY CPAS PO BOX 1552 MOUNT PLEASANT SC 29465 990 2022-07-01 570314378 TRIDENT UNITED WAY TRID 8437409000 PO BOX 63305 NORTH CHARLESTON SC 294193305 DAVID WASSERMAN CHIEF FINANCIAL OFFICER 8437409000 2024-05-08 1 DAVID WASSERMAN 999009999 0 ZOE DAVIS P01057590 8438813315 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DJ HAMPTON PO BOX 63305 NORTH CHARLESTON SC 294193305 6435679 0 X WWW.TUW.ORG X 1944 SC CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY & HEALTH. 45 44 67 3230 0 0 6871672 5724250 81669 11000 678077 447072 83558 -71499 7714976 6110823 2865623 721520 0 0 2984678 2938920 0 0 1283140 1833537 1934258 7683838 5594698 31138 516125 19655508 20337609 1582128 1146120 18073380 19191489 X TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY, AND HEALTH. 0 0 724202 113248 COMMUNITY IMPACTTHE COMMUNITY IMPACT TEAM OF TRIDENT UNITED WAY WORKS TO STRENGTHEN OUR COMMUNITY BY TAKING AN INTEGRATIVE APPROACH WITH THREE KEY AREAS OF IMPACT: EDUCATION, FINANCIAL STABILITY AND HEALTH . TRIDENT UNITED WAY WORKS PROACTIVELY AND COLLABORATIVELY TO CREATE POSITIVE, LONG-LASTING CHANGE IN BERKELEY, CHARLESTON AND DORCHESTER COUNTIES THROUGH COLLECTIVE IMPACT. TRIDENT UNITED WAY LEADS TWO COMMUNITY-WIDE NETWORKS, SUPPORTING LOCAL, SYSTEMS-LEVEL CHANGE THAT NO ONE ORGANIZATION CAN DO ALONE. THESE NETWORKS, THE SAFETYNET ASSISTANCE NETWORK AND HEALTHY TRI-COUNTY, EACH HAVE GOALS THAT ARE DETERMINED BY THE NETWORK THROUGH DATA AND AGENCY FEEDBACK. ADDITIONALLY, TRIDENT UNITED WAY'S GRANTS TO LOCAL NONPROFIT ORGANIZATIONS SEEK TO ALIGN WITH THE NETWORK PRIORITIES TO ENSURE CONTINUITY BETWEEN FUNDING AND OTHER TRIDENT UNITED WAY INITIATIVES AND AREAS OF FOCUS.TRIDENT UNITED WAY'S COMMUNITY CHANGE EFFORTS ARE SUPPORTED THROUGH HUNDREDS OF LOCAL WORKPLACE GIVING CAMPAIGNS, INDIVIDUAL GIVING, CORPORATE AND FOUNDATION GRANTS, FEDERAL AND STATE GRANTS AND FEES FOR SERVICE ACTIVITIES. MAJOR FUNDING INITIATIVES INCLUDED THE REOPENING OF THE COMMUNITY ENGAGEMENT GRANTS, ANNOUNCED ON JANUARY 5, 2023, WHICH AWARDED UP TO $3,500 FOR COMMUNITY OUTREACH ACTIVITIES TO 18 AGENCIES ACROSS BERKELEY, CHARLESTON AND DORCHESTER COUNTIES FOR A TOTAL GRANT POOL OF $50,000. THESE GRANTS WERE INTENDED TO SUPPLEMENT ONE-TIME OR EPISODIC COMMUNITY ENGAGEMENT EFFORTS IN THE TRI-COUNTY AREA, HELPING ORGANIZATIONS TO BUILD CAPACITY, STRENGTHEN PARTNERSHIPS AND IMPROVE SYSTEMS WITH OUTREACH EVENTS, VOLUNTEER ENGAGEMENT AND TRAININGS ALIGNED WITH TRIDENT UNITED WAY'S AREAS OF FOCUS IN EDUCATION, FINANCIAL STABILITY AND HEALTH.TRIDENT UNITED WAY'S BARRIERS TO EMPLOYMENT FUND PROVIDES COMMUNITY MEMBERS WITH TOOLS, SUPPLIES, FUNDS AND OTHER RESOURCES THAT MIGHT CREATE BARRIERS TO BEGINNING OR SUSTAINING EMPLOYMENT. EXAMPLES OF ITEMS PROVIDED TO INDIVIDUAL CLIENTS INCLUDE SHORT-TERM BUS PASSES, MEDICAL UNIFORMS AND STEEL-TOE BOOTS.ADDITIONAL FUNDING INITIATIVES INCLUDED A COMMUNITY GARDEN INITIATIVE, IN PARTNERSHIP WITH CLEMSON EXTENSION AND THE USDA, WHICH PROVIDED FUNDING TO THREE APPLICANT GROUPS TO BUILD GARDENS IN THEIR COMMUNITIES. 1019033 128870 FINANCIAL STABILITYINITIATIVES 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 FOODSHARE BERKELEY COUNTY . 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 BEGINS 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 2022-2023 INCLUDE THE FOLLOWING: 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 100 LANGUAGES VIA PHONE, TEXT OR ONLINE. 2-1-1 IS COMMITTED TO BEING AN ESSENTIAL RESOURCE TO ANYONE WHO NEEDS HELP. AN INFORMATION AND REFERRAL (I&R) 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, I&R 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 A CALLER WHO MAY NEED FURTHER ASSISTANCE. 2-1-1 IS A FREE SERVICE TO THE COMMUNITY. 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 2022-2023 FISCAL YEAR INCLUDE 15,050 CALLS RECEIVED (TRI-COUNTY), 19,238 REFERRALS MADE (TRI-COUNTY) AND 283,431 WEBSITE VISITS (STATE-WIDE).BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS:THE BERKELEY AND DORCHESTER RESOURCE CONNECTION CENTERS ARE A COLLABORATIVE PARTNERSHIP BETWEEN TRIDENT UNITED WAY AND OVER 10 LOCAL NONPROFIT PARTNERS. THE BERKELEY RESOURCE CONNECTION CENTER IS LOCATED AT 500 S LIVE OAK DR, MONCKS CORNER, SC 29461 AND THE DORCHESTER RESOURCE CONNECTION CENTER IS LOCATED AT 115 DEVON RD UNIT #14, SUMMERVILLE, SC 29483. SERVICES IN THE CENTERS ARE PROVIDED THROUGH A NETWORK OF COMMUNITY 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, LOWCOUNTRY FOOD BANK AND FOODSHARE BERKELEY COUNTY. 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 SUPPORT AND RESOURCES TO BECOME FINANCIALLY STABLE. 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 PATH 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 SERVED 7,427 INDIVIDUALS, PROVIDING 13,514 TOTAL SERVICES DURING THE 2022-2023 FISCAL YEAR. AMERICORPS FAMILY NAVIGATORS: THE TRIDENT UNITED WAY AMERICORPS PROGRAM HAS BEEN OPERATING FOR A DECADE WITH A GOAL OF BUILDING CAPACITY FOR COMMUNITY ORGANIZATIONS TO PROVIDE SERVICES THAT HELP INDIVIDUALS AND FAMILIES BECOME MORE FINANCIALLY STABLE. FURTHER, THE TRIDENT UNITED WAY AMERICORPS PROGRAM HAS DEVELOPED A REPUTATION IN THE TRI-COUNTY FOR PRODUCING HIGHLY QUALIFIED, TRAINED HUMAN SERVICES PROFESSIONALS. NOTABLE RESULTS INCLUDE :TRIDENT UNITED WAY'S SEVEN AMERICORPS MEMBERS CONNECTED 819 HOUSEHOLDS, INCLUDING 1,531 FAMILY MEMBERS, TO BASIC NEEDS AND CRISIS MITIGATION SERVICES. CHARITYTRACKER:CHARITYTRACKER IS A WEB-BASED TRACKING TOOL PROVIDED BY TRIDENT UNITED WAY TO TRI-COUNTY NONPROFIT PARTNERS AT NO CHARGE. IT IS USED BY TRIDENT UNITED WAY PARTNER ORGANIZATIONS INCLUDING GRANTEES, COMMUNITY PARTNERS AND FAITH-BASED ORGANIZATIONS TO TRACK AND SAFELY 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. A 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 THROUGHOUT THE COMMUNITY. THE SYSTEM IS SECURE AND ONLY AGENCIES AND PARTNERS THAT COMPLETE A TRAINING CERTIFICATION CAN USE THE SYSTEM. 308 LOCAL NONPROFIT PARTNERS USED THE SYSTEM IN THE 2022-2023 FISCAL YEAR, PROVIDING 12,740 HOUSEHOLDS, COMPRISED OF 24,104 INDIVIDUALS, WITH 99,094 SERVICES. THE ESTIMATED VALUE OF THESE SERVICES WAS $1,263,092. 73430 EDUCATIONTRIDENT UNITED WAY SUPPORTS PROGRAMS AND LEADS COLLABORATIVE PARTNERSHIPS THAT AIM TO IMPROVE EDUCATIONAL OUTCOMES FOR ALL STUDENTS WITH A GOAL OF SUPPORTING ALL CHILDREN FROM BIRTH TO BE PREPARED FOR SCHOOL, MEET GRADE-LEVEL STANDARDS AND GRADUATE FROM HIGH SCHOOL PREPARED FOR EMPLOYMENT OR HIGHER EDUCATION.ADDITIONAL INITIATIVES INCLUDED THREE ANNUAL VOLUNTEER PROGRAMS: READ ACROSS AMERICA DAY, THE AFRICAN AMERICAN LEADERSHIP COUNCIL ANNUAL BOOK DRIVE AND THE YOUNG LEADERS UNITED ANNUAL SCHOOL SUPPLY DRIVE. AS THIS WAS A TRANSITIONAL YEAR FOR THE EDUCATION IMPACT AREA, OTHER PROGRAMS WERE PAUSED UNTIL THE FOLLOWING FISCAL YEAR. 1543989 479402 4561 HEALTHTRIDENT UNITED WAY HAS PARTNERED WITH MUSC HEALTH, ROPER ST. FRANCIS HEALTHCARE AND FETTER 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: " FOOD PHARMACY PARTNERSHIPS IN THE TRI-COUNTY BROUGHT FRESH, HEALTHY FOODS TO PHARMACIES IN "FOOD DESERTS" WHERE ACCESS TO GROCERY STORES AND FRESH FOODS IS SCARCE. THIS PARTNERSHIP SERVED A POPULATION OF 11,941 PATIENTS OVER 1,255 POUNDS OF FOOD IN MCCLELLANVILLE, SC. "WORK WAS ALSO DONE THROUGHOUT FY 2022-2023 TO PREPARE FOR THE LAUNCH OF FOODSHARE BERKELEY COUNTY, WHICH OPENED IN JULY 2023. IN PARTNERSHIP WITH FOODSHARE SC, FOODSHARE BERKELEY COUNTY OFFERS FRESH FOOD BOXES OF FRUITS AND VEGETABLES AT AN AFFORDABLE PRICE WITH BI-WEEKLY PICKUP AT TRIDENT UNITED WAY'S BERKELEY COUNTY RESOURCE CONNECTION CENTER.SECTION 4E CONNECTING THE COMMUNITYCONNECTING 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 IN LOCAL SCHOOLS AND THE COMMUNITY'S LARGEST VOLUNTEER EVENT, TRIDENT UNITED WAY'S DAYS OF CARING. IN THE 2022-2023 FISCAL YEAR, TRIDENT UNITED WAY ENGAGED MORE THAN 3,230 VOLUNTEERS FOR OVER 10,000 HOURS OF SERVICE. THE TIME AND SKILLS CONTRIBUTED BY THE TRIDENT UNITED WAY VOLUNTEERS PROVIDED AN ESTIMATED COMMUNITY BENEFIT OF OVER $320,480. 2.COMMUNICATION WITH KEY CONSTITUENTS AND ACROSS THE COMMUNITY INCLUDES YEAR-ROUND STRATEGIC EFFORTS. TRIDENT UNITED WAY DISTRIBUTES QUARTERLY EMAIL NEWSLETTERS TO MORE THAN 30,000 RECIPIENTS FOR EACH ISSUE. THE ORGANIZATION'S WEBSITE (TUW.ORG) AND SOCIAL MEDIA CHANNELS ARE UPDATED MULTIPLE TIMES EACH WEEK WITH NEW INFORMATION ABOUT IMPACT AND EVENTS. TRIDENT UNITED WAY POSTS INFORMATION AND ENGAGES WITH FOLLOWERS DAILY ON ITS FACEBOOK, INSTAGRAM,YOUTUBE AND LINKED IN.. 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. TO THAT END, TRIDENT UNITED WAY WORKS WITH LOCAL MEDIA TO SHARE INFORMATION AND PROMOTE OFFERINGS AND ACTIVITIES TO THE COMMUNITY. DONOR DESIGNATIONS: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 FINANCIALLY SUPPORT 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. REQUESTS ARE PROCESSED BY TRIDENT UNITED WAY AND PAYMENTS MADE TO DESIGNATED ORGANIZATIONS IS 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 A QUARTERLY BASIS, CONFIRMING THE ORGANIZATION HAS AN ACTIVE 501(C)(3) STATUS WITH THE INTERNAL REVENUE SERVICE AND COMPLETING 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. 1543989 479402 4561 3360654 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 67 1 0 0 0 0 0 0 0 0 0 0 X 45 44 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 SC X X X ANDREA BOCCUCCI DIRECTOR OF FINANC 8437407746 P O BOX 63305 NORTH CHARLESTON SC 29419 MICHAEL J SAMUEL ADVANCEMENT COMMITTEE CHAI 5.00 X 0 0 0 MONIFA ELLINGTON AFRICAN AMERICAN LEADERSHI 5.00 X 0 0 0 CHRISTOPHER GLENN AUDIT COMMITTE CHAIR 5.00 X 0 0 0 DAVID BURT CAMPAIGN CABINET CHAIR 5.00 X 0 0 0 COURTNEY HOWARD PH D COMMUNITY IMPACT CHAIR 5.00 X 0 0 0 BOB LOWE FINANCE CHAIR 5.00 X 0 0 0 DANIEL GALLAGHER INVESTMENT COMMITTEE CHAIR 5.00 X 0 0 0 ELIZABETH ROGERS PRIM MARKETING ADVISORY COUNCIL CHAIR 5.00 X 0 0 0 LISA VAN BERGEN WOMEN UNITED CHAIR 5.00 X 0 0 0 LAUREN NILAN YOUNG LEADERS UNITED CHAIR 5.00 X 0 0 0 NATASHA CHATMAN DIRECTOR 2.00 X 0 0 0 ERNEST ANDRADE DIRECTOR 2.00 X 0 0 0 WENDY BREWER DIRECTOR 2.00 X 0 0 0 PJ BROWNING DIRECTOR 2.00 X 0 0 0 DONDI COSTIN DIRECTOR 2.00 X 0 0 0 DANIEL CURIA DIRECTOR 2.00 X 0 0 0 B SHAWAN GILLIANS DIRECTOR 2.00 X 0 0 0 REBECCA ENGELMAN DIRECTOR 2.00 X 0 0 0 ROBERT FEI DIRECTOR 2.00 X 0 0 0 GREGORY HABIB DIRECTOR 2.00 X 0 0 0 FLEETWOOD HASSELL DIRECTOR 2.00 X 0 0 0 CASSANDRA PRICE DIRECTOR 2.00 X 0 0 0 SCOTT HOWELL DIRECTOR 2.00 X 0 0 0 DEON JACKSON JR DIRECTOR 2.00 X 0 0 0 FRANCIS 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 DIRECTOR 2.00 X 0 0 0 MICHAEL SCARAFILE DIRECTOR 2.00 X 0 0 0 BARBARA MELVIN DIRECTOR 2.00 X 0 0 0 CHRISTINA OH DIRECTOR 2.00 X 0 0 0 MARCELA RABENS DIRECTOR 2.00 X 0 0 0 STUART E WOODCOCK DIRECTOR 2.00 X 0 0 0 REEVES SKEEN DIRECTOR 2.00 X 0 0 0 KEN SMITH DIRECTOR 2.00 X 0 0 0 MELANIE STITH DIRECTOR 2.00 X 0 0 0 PETER TECKLENBERG DIRECTOR 2.00 X 0 0 0 FRANCES WELCH DIRECTOR 2.00 X 0 0 0 DAVID ZAAS DIRECTOR 2.00 X 0 0 0 WILLIAM ZOBEL DIRECTOR 2.00 X 0 0 0 CHLOE KNIGHT TONNEY THRU 92023 PRESIDENT AND CEO 50.00 X X 163325 0 12900 BRIDGET BUSH CHIEF FINANCIAL OFFICER 50.00 X 70916 0 17067 BRADLEY DAVIS INTERIM PRESIDENT & CEO 50.00 X X 61450 0 0 WENDY KOPP BOARD CHAIR 5.00 X X 0 0 0 MARK LEWIS BOARD CHAIR ELECT 5.00 X X 0 0 0 CHRISTINE BOUDOLF VP COMM & VOL ENGAGEMENT 50.00 X 100646 0 20894 396337 0 50861 2 0 1 0 UNITED WAY ASSOCIATION OF SC 400 ARBOR LAKE DR STE 500B COLUMBIA SC 29223 MEMBER SERVICES 200552 ESYSTEMS SOLUTIONS LLC PO BOX 207 CHARLESTON SC 29402 TEHCNOLOGY SUPPORT 119603 2 432952 5291298 5724250 AMERICORP PROGRAM SERV 561000 11000 11000 11000 462975 462975 232893 308953 -76060 -76060 -76060 15903 -15903 -15903 -15903 VOLUNTEER EVENT INCOME 900099 4561 4561 4561 6110823 15561 0 371012 X 721520 721520 447198 219542 88092 139564 2008874 985713 396220 626941 55613 27302 10955 17356 240492 118064 47374 75054 186743 91677 36786 58280 69250 69250 917867 573785 168759 175323 294180 261226 32954 78848 61183 11030 6635 45961 22972 15725 7264 102932 37835 36904 28193 147728 91086 15698 40944 78538 27517 36393 14628 POSTAGE & PRINTING 93910 56652 6168 31090 MEMBERSHIP DUES 79767 45374 10086 24307 BANK CHARGES 15470 9399 1464 4607 EVENTS 9807 9807 5594698 3360654 950904 1283140 5461395 1011895 157836 4277742 1496879 1320396 931643 92916 20733 43925 4312041 2230818 1754101 2081223 9832921 11206769 0 302743 19655508 20337609 1582128 843377 0 302743 1582128 1146120 X 15840419 17020664 2232961 2170825 18073380 19191489 19655508 20337609 516125 383432 218552 0 X 0 1 X 1 0 X 6582516 7097374 6462765 6871672 5724250 32738577 6582516 7097374 6462765 6871672 5724250 32738577 705696 32032881 511900 892023 587495 340580 462975 2794973 119476 80257 3328 9370 4561 216992 35750542 0.89600 0.87880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6313052 502673 0 6815725 7120915 21250 -792131 -36982 6313052 5599786 1804024 -282895 7120915 5841111 592669 -833994 5599786 5820851 58600 339092 -377431 5841111 0.90000 0.07000 0.03000 1 0 490000 490000 3112049 1858875 1253174 407405 371943 35462 302587 302587 2081223 LEASE LIABILITY 215555 CURRENT PORTION LEASE LIABILITY 87188 302743 X 6473108 383432 218552 308953 910937 5562171 69250 479402 548652 6110823 5354999 308953 308953 5046046 69250 479402 548652 5594698 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 308,953. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 479,402. PART XII, LINE 2D - OTHER ADJUSTMENTS: COMMERCIAL RENTAL EXPENSES 308,953. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED FUNDS 479,402. 1 LOWCOUNTRY FOOD BANK INC 2864 AZALEA DRIVE CHARLESTON SC 29405 570751835 501(C)(3) 6329 0 GRANTEE COLLEGE OF CHARLESTON FOUNDATION 66 GEORGE ST SOTTILE HOUSE CHARLESTON SC 29424 237069236 501(C)(3) 5248 0 GRANTEE GERMANTOWN FIRST CHURCH OF GOD 760 FARMSVILLE PIKE GERMANTOWN OH 45327 316043388 501(C)(3) 5250 0 GRANTEE TWO RIVERS PRESBYTERIAN CHURCH 1082 EAST MONTAGUE AVENUE NORTH CHARLESTON SC 29405 208223428 501(C)(3) 13146 0 GRANTEE VISION TO LEARN 12100 WILSHIRE BLVD STE 1275 LOS ANGELES CA 90025 453457853 501(C)(3) 6042 0 GRANTEE ROPER ST FRANCIS HEALTHCARE 8536 PALMETTO COMMERCE PARKWAY LADSON SC 29456 570831165 GOVT 30000 0 GRANTEE SC THRIVE PO BOX 23503 LEXINGTON SC 29224 901011409 501(C)(3) 50000 0 GRANTEE UNITED WAY OF THE MIDLANDS PO BOX 202 COLUMBIA SC 29901 570314396 501(C)(3) 18140 0 GRANTEE SEACOAST CHRISTIAN COMMUNITY CHURCH INC 750 LONG POINT ROAD MOUNT PLEASANT SC 29464 571045195 501(C)(3) 17812 0 GRANTEE PORTER-GAUD SCHOOL 300 ALBEMARLE ROAD CHARLESTON SC 29407 570342032 501(C)(3) 15944 0 GRANTEE LIFE COVENANT CHURCH 4600 E 2ND STREET EDMOND OK 73034 731486708 CHURCH 16000 0 GRANTEE WATER MISSIONS INTERNATIONAL 1150 MOLLY GREENE WAY N CHARLESTON SC 29405 571116978 501(C)(3) 12485 0 GRANTEE UNITED WAY OF GREATER RICHMOND AND PETERSBURG PO BOX 11807 RICHMOND VA 23230 237375346 501(C)(3) 7022 0 GRANTEE LONG BRANCH BAPTIST CHURCH OF GREENVILLE 28 BOLT ST GREENVILLE SC 29605 570521475 CHURCH 7000 0 GRANTEE SOUTH CAROLINA AQUARIUM 100 AQUARIUM WHARF CHARLESTON SC 29401 570961897 501(C)(3) 7622 0 GRANTEE UNITED WAY OF CENTRAL SAVANNAH RIVER AREA 1765 BROAD STREET AUGUSTA GA 30904 580566155 501(C)(3) 6025 0 GRANTEE EASTWIND COMMUNITY CHURCH 4750 S SUNRISE WAY BOISE ID 83716 820470990 501(C)(3) 10000 0 GRANTEE CLEMSON UNIVERSITY FOUNDATION PO BOX 1889 CLEMSON SC 29633 570426335 501(C)(3) 12054 0 GRANTEE MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION 18 BEE STREET CHARLESTON SC 29425 576028985 501(C)(3) 7353 0 GRANTEE BLACK RIVER UNITED WAY - GEORGETOWN SC PO BOX 1065 GEORGETOWN SC 29440 570526145 501(C)(3) 7457 0 GRANTEE NEWSPRING CHURCH PO BOX 1407 ANDERSON SC 29622 264189337 CHURCH 8650 0 GRANTEE CHRIST ANGLICAN CHURCH 2725 BULRUSH BASKET LANE MOUNT PLEASANT SC 29466 882738557 CHURCH 19117 0 GRANTEE TURNING POINT MINISTRIES 1001 W 2ND AVE GASTONIA SC 28052 352342168 501(C)(3) 7425 0 GRANTEE CHANGED LIVES MINISTRY 470 REID HILL ROAD MONCKS CORNER SC 29461 813308416 501(C)(3) 5160 0 GRANTEE UNITED WAY OF ANDERSON COUNTY PO BOX 2067 ANDERSON SC 29622 570360086 501(C)(3) 7243 0 GRANTEE PROVIDENCE CHURCH PRESCHOOL 294 SEVEN FARMS DR CHARLESTON SC 29492 571037976 501(C)(3) 6700 0 GRANTEE LOWCOUNTRY PREGNANCY CENTER 7481 NORTHSIDE DR N CHARLESTON SC 29420 570838453 501(C)(3) 5418 0 GRANTEE 22 5 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 $479,902. 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. X X X X X X 0 1 0 0 0 0 0 0 0 CHLOE KNIGHT TONNEY THRU 92023 PRESIDENT AND CEO 163325 0 0 0 0 0 6524 0 6376 0 176225 0 0 0 PART I, LINE 4B PART 1, LINE 4B PERSONS PARTICIPANTING 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 2022-2023. FISCAL YEAR. X 19 109056 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A PER THE TUW BYLAWS, THE PRESIDENT/CEO SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS, THUS 45 TOTAL AND 44 INDEPENDENT. FORM 990, PART VI, SECTION A, LINE 2 DR. FRANCES WELCH AND DR. COURTNEY HOWARD ARE BOTH EMPLOYEES WITH COLLEGE OF CHARLESTON. MR. CHRISTOPHER GLENN AND MS. MELANIE STITH ARE BOTH EMPLOYEES OF RSFH. DUSTI ANNAN AND DAVID ZAAS ARE BOTH EMPLOYESS OF MUSC 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 OF TRIDENT UNITED WAY. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE OF TRIDENT UNITED WAY AND RECOMMENDED FOR FILING. THE COMPLETED FORM 990 IS PROVIDED 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 AT REQUEST FROM THE ORGANIZATION FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 573,785. MANAGEMENT AND GENERAL EXPENSES 168,759. FUNDRAISING EXPENSES 175,323. TOTAL EXPENSES 917,867.