2025-11-13T13:55:49-06:00 2025-06-30 580692043 MAULDIN & JENKINS LLC 508 HAMPTON STREET COLUMBIA SC 29201 990 2024-07-01 570314396 UNITED WAY OF THE MIDLANDS UNIT 8037335405 1818 BLANDING STREET COLUMBIA SC 29201 SARA FAWCETT PRESIDENT & CEO 8037335405 2025-11-13 1 1 MICHELLE CHAPMAN CPA P01263095 8037995810 2025-11-13 2024 2025-03-06 01:10:19Z SARA FAWCETT 1818 BLANDING STREET COLUMBIA SC 29201 14115005 0 X WWW.UWAY.ORG X 1954 SC UNITED WAY CONNECTS PEOPLE AND RESOURCES TO IMPROVE THE QUALITY OF LIFE IN THE MIDLANDS. UNITED WAY INVESTS IN A BROAD RANGE OF COMMUNITY PROGRAMS THAT INCREASE ACCESS TO HEALTH CARE, IMPROVE STUDENT SUCCESS, ASSIST PEOPLE IN CRISIS TO ACHIEVE LONG TERM STABILITY. 35 27 86 2371 0 0 20837215 12664935 337888 531717 388467 821995 217084 53220 21780654 14071867 5843502 7267866 0 0 5084643 5417066 160945 0 2087725 2331616 2626755 13420706 15311687 8359948 -1239820 29995241 29497920 1360519 1474003 28634722 28023917 X UNITED WAY CONNECTS PEOPLE AND RESOURCES TO IMPROVE THE QUALITY OF LIFE IN THE MIDLANDS. UNITED WAY INVESTS IN A BROAD RANGE OF COMMUNITY PROGRAMS THAT INCREASE ACCESS TO HEALTH CARE, IMPROVE STUDENT SUCCESS, ASSIST PEOPLE IN CRISIS TO ACHIEVE LONG TERM STABILITY. 0 0 4462380 1154182 531717 EDUCATION. EDUCATION IS KEY TO AN INDIVIDUAL'S LONG-TERM SUCCESS AND FINANCIAL STABILITY. UWM FOCUSES ON EARLY EDUCATION AND KEY TRANSITIONS IN SCHOOL TO IMPROVE ON-TIME GRADUATION. DURING THE 2024-2025 SCHOOL YEAR,MIDLANDS READING CONSORTIUM. (MRC) SERVED A TOTAL OF 4,652 STUDENTS ACROSS ALL INITIATIVES, INCLUDING: 127 STUDENTS THROUGH ONE-ON-ONE READING SESSIONS, 940 THROUGH CLASSROOM READINGS AND LITERACY EVENTS, 120 THROUGH STEM SUMMER CAMPS, AND 3,455 STUDENTS THROUGH STEM ENGAGEMENT EVENTS AND ACTIVITIES. ONE-ON-ONE SESSIONS WERE SUPPORTED BY 118 MRC VOLUNTEERS WITH 578 HOURS OF READING SUPPORT. MRC HAD A PRESENCE IN 18 SCHOOLS, 9 SCHOOL DISTRICTS, AND FIVE COUNTIES. UWM ALSO SUPPORTED CHILDREN IN AFTER-SCHOOL AND SCHOOL-BASED PROGRAMS. A TOTAL OF 8,058 STUDENTS BETWEEN KINDERGARTEN AND 12TH GRADE WERE ENROLLED IN YOUTH EDUCATION AND DEVELOPMENT PROGRAMS SUPPORTED BY UWM. YOUNG MEN UNITED. (YMU) IS AN EVIDENCE-INFORMED INITIATIVE DESIGNED TO CREATE BARRIER-FREE PATHWAYS FOR YOUNG MEN TO REACH THEIR ACADEMIC AND CAREER GOALS. YMU OFFERS WRAPAROUND SUPPORTS TO YOUNG MEN STARTING IN THE TENTH AND ELEVENTH GRADE, SUPPORTING THEM UNTIL THEY GRADUATE FROM A COLLEGE PROGRAM AND/OR ENTER THE WORKFORCE. IN 2024-2025, YMU EXPANDED FROM 75 STUDENTS AT TWO SCHOOLS TO 105 AT FIVE SCHOOLS: EAU CLAIRE HIGH SCHOOL, RICHLAND NORTHEAST HIGH SCHOOL, IRMO HIGH SCHOOL, COLUMBIA HIGH SCHOOL, AND WESTWOOD HIGH SCHOOL. THE SECOND GROUP OF YMU SENIORS GRADUATED HIGH SCHOOL THIS YEAR WITH A 100% GRADUATION RATE.LEADERSHIP AND CAPACITY BUILDING SUPPORTS THE MISSION OF UWM AND COMMUNITY IMPACT BY PROVIDING CAPACITY BUILDING ACTIVITIES THAT SUPPORT STRONG NONPROFIT PARTNERS AND ENCOURAGING CIVIC ENGAGEMENT IN THE COMMUNITY. CAPACITY BUILDING ACTIVITIES INCLUDE TRAINING AND SUPPORT IN THE DEVELOPMENT AND REPORTING OF COMMON OUTCOMES AND INDICATORS, AND TRAINING AND TECHNICAL ASSISTANCE IN GOVERNANCE AND OTHER NONPROFIT BEST PRACTICES. IN 2024-2025, UWM STAFF AND VOLUNTEERS RENEWED PARTNERSHIP WITH 21 NONPROFIT ORGANIZATIONS AND INITIATED A PARTNERSHIP WITH ONE NEW ORGANIZATION. STAFF AND VOLUNTEERS REVIEWED 45 FUNDING APPLICATIONS AND ASSESSED 23 END-OF-YEAR PROGRAM REPORTS. THROUGH OUR BLUEPRINT FOR LEADERSHIP PROGRAM, WE TRAINED 23 COMMUNITY MEMBERS FOR BOARD AND COMMITTEE SERVICE. THE UWM VOLUNTEER CENTER MANAGED THE COMMUNITY PORTAL FOR VOLUNTEERING AND ORGANIZED OR FACILITATED 49 VOLUNTEER PROJECTS IN THE COMMUNITY. THE TOTAL NUMBER OF VOLUNTEERS ASSOCIATED WITH UWM DURING THE FISCAL YEAR WAS 2,371. 2873147 2845426 FINANCIAL STABILITY AND BASIC NEEDS INITIATIVES. UWM SERVES AS LEAD U.S. HOUSING AND URBAN DEVELOPMENT DEPARTMENT (HUD) AGENCY FOR THE MIDLANDS AREA CONSORTIUM FOR THE HOMELESS (MACH) WHICH IS THE HUD DESIGNATED HOMELESS CONTINUUM OF CARE COVERING 13 COUNTIES STRETCHING FROM YORK, THROUGH THE MIDLANDS TO AIKEN. AS A TEAM, WE ARE COMMITTED TO ENDING HOMELESSNESS IN THE MIDLANDS. MACH MEMBER AGENCIES AND OTHER PARTNERS PROVIDE DIRECT SERVICES, SHELTER AND HOUSING THAT ASSIST OUR COMMUNITY'S HOMELESS FAMILIES, INDIVIDUALS, YOUTH AND VETERANS TO STABILITY. THE COMPLEXITY OF THE ISSUE, DIVERSITY OF THE POPULATIONS AND SHIFTING RESOURCES AND PRIORITIES OF THE COMMUNITY AND FEDERAL GOVERNMENT MAKE COORDINATION KEY TO COMMUNITY SUCCESS. SINCE 2006, UWM HAS LED MACH'S EFFORTS TO SECURE FEDERAL FUNDING FROM THE U.S. DEPARTMENT OF HUD TO SUPPORT HOMELESS HOUSING PROGRAMS. TO DATE, OVER $49 MILLION IN FEDERAL RESOURCES HAVE BEEN BROUGHT INTO THE MIDLANDS THROUGH THIS WORK LEVERAGING AN ESTIMATED $154 MILLION IN MATCHING RESOURCES.UWM MANAGES EMERGENCY FOOD AND SHELTER PROGRAM (EFSP) FUNDS FOR FOUR OF OUR COUNTIES. EFSP FUNDS ARE FEDERAL DOLLARS THAT SUPPORT SHELTERING, FOOD, AND EMERGENCY FINANCIAL ASSISTANCE PROGRAMS IN FOUR OF UWM'S COUNTIES. THIS YEAR WE RECEIVED THE FOLLOWING EFSP FUNDS: $8,531 FOR FAIRFIELD COUNTY; $85,906 FOR LEXINGTON COUNTY; $12,124 FOR NEWBERRY COUNTY; $135,615 FOR RICHLAND COUNTY. 1606225 1606225 DONOR DESIGNATIONS. AS A CONVENIENCE TO ITS DONORS, UNITED WAY OF THE MIDLANDS ALLOWS DIRECT UNRESTRICTED CONTRIBUTIONS TO OTHER UNITED WAYS OR SPECIFIC AGENCIES. UNITED WAY OF THE MIDLANDS SUPPORTS 74 PARTNER AGENCIES IN THE AREAS OF BUILDING RESILIENCY AND PROVIDING SAFETY NET SERVICES. UNITED WAY OF THE MIDLANDS DOES NOT REQUIRE THE RECIPIENT ORGANIZATIONS TO PROVIDE INFORMATION RELATIVE TO THE USE RESULTS OF THESE CONTRIBUTIONS. 3317994 1662032 HEALTH INITIATIVES. UWM PROMOTES ACCESS TO PRIMARY HEALTH CARE AS WELL AS DENTAL AND EYE CARE FOR PEOPLE WHO ARE UNDERINSURED OR LACK INSURANCE AT ALL. UNITED WAY PROGRAMS AND INVESTMENTS HELPED OVER 4,800 PEOPLE ACCESS HEALTH CARE, PROVIDING 3,110 ADULT AND CHILD PATIENT VISITS FOR DENTAL CARE AND 2,981 ADULT PATIENT VISITS FOR EYE CARE. 3317994 1662032 12259746 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 1 45 0 1 86 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 35 27 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 TUCKER 8037335406 1818 BLANDING STREET COLUMBIA SC 29201 SARA FAWCETT PRESIDENT & CEO 50.00 X 269251 0 44519 DR TAMARA STOCKTON COMM. PTRS MIDLANDS, LLC EMPLOYEE 40.00 X 169256 0 50290 GUNN OLSEN VP OF RESOURCE DEVELOPMENT 40.00 X 133046 0 39989 JENNIFER MOORE VP COMMUNITY IMPACT 40.00 X 131933 0 38181 MARGARET NICHOLS VP FINANCE & ADMIN. (TO 7/2024) 20.00 X 64806 0 11319 ANDREA TUCKER VP FINANCE & ADMIN. (FROM 11/2024) 40.00 X 16843 0 718 BRITTANY OWEN CHAIR 1.00 X X 0 0 0 SCOTT GRAVES IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 TREVOR KNOX VICE-CHAIR 1.00 X X 0 0 0 KEVIN LINDLER TREASURER/SECRETARY 1.00 X X 0 0 0 TIM ARNOLD DIRECTOR 1.00 X 0 0 0 ROSLYN CLARK ARTIS JD EDD DIRECTOR 1.00 X 0 0 0 TOD AUGSBURGER DIRECTOR 1.00 X 0 0 0 KATY BAIR DIRECTOR 1.00 X 0 0 0 PEYTON BRYANT DIRECTOR 1.00 X 0 0 0 TANYA A BUTTS DIRECTOR 1.00 X 0 0 0 GLEN CAULK DIRECTOR 1.00 X 0 0 0 BARON R DAVIS PHD DIRECTOR 1.00 X 0 0 0 SHANNON EICHELBERGER CPA DIRECTOR 1.00 X 0 0 0 RACHEL FLYNN DIRECTOR 1.00 X 0 0 0 TERRANCE FORD DIRECTOR 1.00 X 0 0 0 JR GREEN PHD DIRECTOR 1.00 X 0 0 0 MATTHEW HAMMOND MATT DIRECTOR 1.00 X 0 0 0 CHERYL R HOLLAND CFP CFBA DIRECTOR 1.00 X 0 0 0 GEORGE JOHNSON DIRECTOR 1.00 X 0 0 0 GEORGE KING JR DIRECTOR 1.00 X 0 0 0 SARAH LANDHOLT DIRECTOR 1.00 X 0 0 0 CAMILLIA AUSTIN LEACOCK DIRECTOR 1.00 X 0 0 0 LEE MASHBURN JR DIRECTOR 1.00 X 0 0 0 LIZ MCCARY DIRECTOR 1.00 X 0 0 0 JOHN MCCLELLAN DIRECTOR 1.00 X 0 0 0 GEORGIA MJARTAN DIRECTOR 1.00 X 0 0 0 TIM OXLEY DIRECTOR 1.00 X 0 0 0 BEN REX DIRECTOR 1.00 X 0 0 0 NICOLE B SCOTT DIRECTOR 1.00 X 0 0 0 RICHARD SLATER DIRECTOR 1.00 X 0 0 0 DAVID E SOLANO DAVE DIRECTOR 1.00 X 0 0 0 DREW D STEVENS CFP CLU DIRECTOR 1.00 X 0 0 0 THOMAS TAFEL DIRECTOR 1.00 X 0 0 0 TROY THAMES DIRECTOR 1.00 X 0 0 0 JASON WOLFE DIRECTOR 1.00 X 0 0 0 785135 0 185016 4 0 1 0 IRONLOGIX LLC 15 SURREY CT COLUMBIA SC 29212 INFORMATION TECH SERVICES 196584 1 29332 27194 1274334 921726 10412349 609739 12664935 SPONSORSHIP INCOME 624100 212633 212633 OTHER PROGRAM SERVICE 624100 188316 188316 HOMELESS MANAGEMENT INFORMATION S 624100 109217 109217 EVENT ADMISSIONS 561000 21551 21551 531717 733053 733053 16660 0 16660 16660 16660 88942 0 88942 88942 88942 75660 27194 43138 32522 32522 4038 0 4038 4038 14071867 531717 0 875215 7267866 7267866 383388 23329 220809 139250 3676215 2417977 287312 970926 308306 182359 37486 88461 728428 430856 88567 209005 320729 191169 40860 88700 21000 13727 2304 4969 33041 21597 3625 7819 21831 14270 2395 5166 723203 472736 79273 171194 109750 82991 1890 24869 84036 70740 4697 8599 111801 87295 8231 16275 244562 124202 40426 79934 245560 168177 25991 51392 39201 21814 5956 11431 CLINICAL SUPPLIES 204724 196993 3468 4263 EQUIPMENT AND BUILDING 175920 169379 2197 4344 OTHER 154542 54554 78241 21747 COMMUNITY EVENTS 151104 29565 4065 117474 306480 218150 26423 61907 15311687 12259746 964216 2087725 2144636 1385696 1546862 1615779 5029857 4961296 93156 104028 152079 165733 7260071 3264337 4116955 3995734 13482328 13560732 3429368 3708922 29995241 29497920 679982 833759 675537 640244 5000 1360519 1474003 X 24645585 25744650 3989137 2279267 28634722 28023917 29995241 29497920 -1239820 629015 0 X X 0 1 X 1 0 X 21522788 11483444 12132110 20837215 12664935 78640492 21522788 11483444 12132110 20837215 12664935 78640492 2220169 76420323 80029 258346 272519 537610 749713 1898217 374326 427250 195350 996926 81535635 1299939 0.93730 0.97160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33041 33041 12262655 12295696 764785 191196 0 0 691238 695730 678425 764785 2830178 4245267 404 28527 46051 33041 108023 172810 173933 169606 191196 707545 1061318 3428513 2429 426083 124900 24066 3708059 1992252 1152824 321426 18400 19589 3428513 986399 900000 136589 19200 11536 1992252 1116340 100100 -184657 34700 10684 986399 903562 254513 31000 10735 1116340 1.00000 0 0 514345 514345 4214193 2041485 2172708 2233994 1082216 1151778 297539 140636 156903 3995734 ENDOWMENT FUNDS 3708059 OTHER ASSETS 863 3708922 X 12134158 629015 276399 43138 948552 11185606 2886261 2886261 14071867 12744964 276399 43138 319537 12425427 2886260 2886260 15311687 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ORGANIZATION IS SUBJECT TO FEDERAL INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. THEREFORE, NO PROVISION FOR INCOME TAXES WAS MADE. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSED 43,138. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PAID 1,606,228. DESIGNATED GRANTS 1,280,033. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASSED 43,138. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PAID 1,606,227. DESIGNATED GRANTS 1,280,033. GREENS FOR GOOD 58825 4000 54825 5710 2192 1000 DRIVING DOWN MAIN 18650 3250 15400 5546 419 2 25379 19944 5435 600 21005 4196 2470 102854 27194 75660 6310 28743 4196 3889 43138 32522 SC 1 0 0 0 0 0 1 ABLE SOUTH CAROLINA 720 GRACERN ROAD SUITE 106 COLUMBIA SC 29210 582336332 501 (C) (3) 56626 0 PROGRAM FUNDING ALSTON WILKES SOCIETY 3519 MEDICAL DRIVE COLUMBIA SC 29203 570477907 501 (C) (3) 45000 0 PROGRAM FUNDING BOYS & GIRLS CLUB OF THE MIDLANDS 500 GRACERN ROAD SUITE 100 COLUMBIA SC 29210 570399808 501 (C) (3) 292202 0 PROGRAM FUNDING BROOKLAND CENTER FOR COMMUNITY ECONOMIC CHANGE PO BOX 3292 WEST COLUMBIA SC 29171 571183699 501 (C) (3) 111000 0 PROGRAM FUNDING CALHOUN COUNTY FIRST STEPS PO BOX 195 ST MATTHEWS SC 29135 571097781 501 (C) (3) 15000 0 PROGRAM FUNDING CENTRAL SC-HABITAT FOR HUMANITY 209 S SUMTER STREET COLUMBIA SC 29201 570785521 501 (C) (3) 37500 0 PROGRAM FUNDING CITY YEAR COLUMBIA 440 KNOX ABBOTT DRIVE SUITE 430 CAYCE SC 29233 222882549 501 (C) (3) 85000 0 PROGRAM FUNDING COLUMBIA URBAN LEAGUE 1400 BARNWELL STREET COLUMBIA SC 29201 570482767 501 (C) (3) 22746 0 PROGRAM FUNDING COMMUNITIES IN SCHOOLS OF THE MIDLANDS PO BOX 8884 COLUMBIA SC 29202 570855391 501 (C) (3) 1278192 0 PROGRAM FUNDING FAIRFIELD SCHOOL DISTRICT PO BOX 605 WINNSBORO SC 29180 384033238 501 (C) (3) 250000 0 PROGRAM FUNDING FREE MEDICAL CLINIC 1875 HAROADEN STREET COLUMBIA SC 29204 570779279 501 (C) (3) 100000 0 PROGRAM FUNDING FREE MEDICAL CLINIC OF NEWBERRY PO BOX 783 NEWBERRY SC 29108 200390941 501 (C) (3) 25000 0 PROGRAM FUNDING GOOD SAMARITAN CLINIC 1316 LEAPHART STREET WEST COLUMBIA SC 29169 571109766 501 (C) (3) 16000 0 PROGRAM FUNDING HARVEST HOPE FOOD BANK PO BOX 451 COLUMBIA SC 29201 570725560 501 (C) (3) 10500 0 PROGRAM FUNDING HEALTHY LEARNERS 2711 MIDDLEBURG DRIVE SUITE 304 COLUMBIA SC 29204 571127197 501 (C) (3) 52500 0 PROGRAM FUNDING HOMELESS NO MORE 2400 WAITES ROAD COLUMBIA SC 29204 570898981 501 (C) (3) 114750 0 PROGRAM FUNDING HOMEWORKS OF AMERICA 3823 W BELTLINE BLVD COLUMBIA SC 29204 562027026 501 (C) (3) 113958 0 PROGRAM FUNDING LATINO COMMUICATIONS 1805 CLEMSON ROAD NO 292021 COLUMBIA SC 29229 270291442 501 (C) (3) 10000 0 PROGRAM FUNDING MIDLANDS HOUSING ALLIANCE (TRANSITIONS) 2025 MAIN STREET COLUMBIA SC 29201 203524141 501 (C) (3) 160000 0 PROGRAM FUNDING MIDLANDS FATHERHOOD COALITION 1420 COLONIAL LIFE BLVD SUITE 80 COLUMBIA SC 29210 810564753 501 (C) (3) 360000 0 PROGRAM FUNDING MISSION LEXINGTON 216 HARMON STREETREET LEXINGTON SC 29072 570813856 501 (C) (3) 10000 0 PROGRAM FUNDING MIRCI PO BOX 4246 COLUMBIA SC 29240 570984185 501 (C) (3) 360000 0 PROGRAM FUNDING NEWBERRY FIRST STEPS 709 KENDAL ROAD SUITE B102 NEWBERRY SC 29108 571097864 501 (C) (3) 5500 0 PROGRAM FUNDING ONE80 PLACE PO BOX 20038 CHARLESTON SC 29413 570789483 501 (C) (3) 46750 0 PROGRAM FUNDING ORANGEBURG COUNTY FIRST STEPS 610 LAUREL STREET ORANGEBURG SC 29115 571097868 501 (C) (3) 10000 0 PROGRAM FUNDING ORANGEBURG-CALHOUN FREE MEDICAL CLINIC PO BOX 505 ORANGEBURG SC 29116 263762573 501 (C) (3) 13499 0 PROGRAM FUNDING RICHLAND LIBRARY 1431 ASSEMBLY STREETREET COLUMBIA SC 29201 576000396 501 (C) (3) 22928 0 PROGRAM FUNDING SALVATION ARMY PO DRIVEAWER 2786 COLUMBIA SC 29202 580660607 501 (C) (3) 499485 0 PROGRAM FUNDING SAMARITAN HOUSE OF ORANGEBURG COUNTY PO BOX 2392 ORANGEBURG SC 29116 571112777 501 (C) (3) 55500 0 PROGRAM FUNDING SENIOR RESOURCES 2817 MILLWOOD AVENUE COLUMBIA SC 29205 570484965 501 (C) (3) 70720 0 PROGRAM FUNDING SERVE AND CONNECT 1512 LAUREL STREET COLUMBIA SC 29201 811369953 501 (C) (3) 7500 0 PROGRAM FUNDING SISTERCARE 1820 MORLAINE DRIVE COLUMBIA SC 29033 570722427 501 (C) (3) 52000 0 PROGRAM FUNDING THE HIVE COMMUNITY CIRCLE 4704 COLONIAL DRIVE COLUMBIA SC 29203 470992295 501 (C) (3) 15000 0 PROGRAM FUNDING UNITED WAY ASSOCIATION OF SC PO BOX 5655 COLUMBIA SC 29205 570515275 501 (C) (3) 147265 0 PROGRAM FUNDING VITAL CONNECTIONS OF THEMIDLANDS 4801 COLONIAL DRIVE COLUMBIA SC 29203 141854297 501 (C) (3) 158830 0 PROGRAM FUNDING WINGS FOR KIDS 476 MEETING STREET SUITE E CHARLESTON SC 29403 571055054 501 (C) (3) 50000 0 PROGRAM FUNDING 37 0 PART I, LINE 2: THE ORGANIZATION ANNUALLY REVIEWS ALL PARTNER AGENCIES' 990, ANNUAL REPORT, AND REGISTRATION WITH THE SC SECRETARY OF STATE TO ASSURE PARTNERS ARE MEETING MINIMUM LEGAL AND REGULATORY REQUIREMENTS. WHEN THE ORGANIZATION ISSUES PROGRAM GRANTS, THESE AGENCIES MUST ALSO SUBMIT QUARTERLY EXPENSE REPORTS AND RESULTS REPORTS EVERY 12 MONTHS THEREAFTER. X X X X 0 0 0 0 0 0 0 1 0 SARA FAWCETT PRESIDENT & CEO 247211 0 14156 0 7884 0 30188 0 14331 0 313770 0 0 0 DR TAMARA STOCKTON COMM. PTRS MIDLANDS, LLC EMPLOYEE 161446 0 7312 0 498 0 23000 0 27290 0 219546 0 0 0 GUNN OLSEN VP OF RESOURCE DEVELOPMENT 123548 0 6983 0 2515 0 26907 0 13082 0 173035 0 0 0 JENNIFER MOORE VP COMMUNITY IMPACT 123295 0 7725 0 913 0 23850 0 14331 0 170114 0 0 0 PART I, LINE 7 - NON-FIXED PAYMENTS NOT LISTED THE PLAN IS NOT RELATED TO ECONOMIC PERFORMANCE BUT TO THE ACHIEVEMENT OF CERTAIN MEASURABLE GOALS SET FORTH ANNUALLY THAT SUPPORT THE ATTAINMENT OF THE ORGANIZATION'S STRATEGIC PLAN AND OBJECTIVES WHICH IS UPDATED EVERY THREE YEARS AND APPROVED BY THE BOARD. EACH YEAR THE ORGANIZATION'S STAFF DEFINES BOTH ORGANIZATIONAL AND DEPARTMENTAL GOALS CONSISTENT WITH THE PLAN. THESE GOALS ARE SUBMITTED TO THE BOARD OF DIRECTORS FOR APPROVAL. IF AND WHEN APPROVED, THESE GOALS ARE INCORPORATED INTO EACH EMPLOYEE'S ANNUAL GOALS. EACH FISCAL YEAR, INDIVIDUAL DEPARTMENTS AND THE ORGANIZATION REPORT ON WHETHER OR NO THEY HAVE ACHIEVED SOME OR EACH ONE OF THESE GOALS. IF EVIDENCE INDICATES THAT A GIVEN ORGANIZATIONAL OR DEPARTMENTAL GOAL IS ACHIEVED, THEN THE BOARD REVIEWS THESE REPORTS AND DECIDES, BASED ON THE ORGANIZATION'S FINANCIAL CAPACITY, TO EITHER FUND OR NOT FUND INCENTIVE PAY EARNED. BLUE CROSS BLUE SHIELD OF SC BOARD MEMBER 566836 EMPLOYEE HEALTH INSURANCE 0 CYBERWOVEN BOARD MEMBER 66294 CONSULTING 0 FIRST CITIZENS BANK BOARD MEMBER 1615778 CERTIFICATE OF DEPOSIT 0 LEXINGTON MEDICAL FOUNDATION BOARD MEMBER 150000 GRANTOR 0 COLONIAL LIFE BOARD MEMBER 25000 GRANTOR 0 BLUE CROSS BLUE SHIELD OF SC BOARD MEMBER 43434 GRANTOR 0 BOYS AND GIRLS CLUB BOARD MEMBER 292202 GRANTEE 0 X 15 580720 FMV X 1 29019 FMV 0 1 0 SCHEDULE M, LINE 31 UWM'S GIFT ACCEPTANCE POLICY STATES GIFTS OF ANY NONSTANDARD CONTRIBUTIONS MAY ONLY BE ACCEPTED AFTER REVIEW AND APPROVAL OF THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE SOME BUSINESS RELATIONSHIPS WITHIN THE BOARD. THERE ARE TWO BOARD MEMBERS WHO WORK IN THE HEALTH INSURANCE INDUSTRY WHILE TWO BOARD MEMBERS WORK FOR LOCAL HEALTH PROVIDERS. THE BOARD ALSO INCLUDES EXECUTIVES OF FIVE BANKING INSTITUTIONS. SEVERAL OTHER BOARD MEMBERS MAY UTILIZE THESE BANKS FOR THEIR PERSONAL OR BUSINESS FINANCIAL NEEDS. FORM 990, PART VI, SECTION B, LINE 11B DIRECTORS WERE E-MAILED A COPY OF THE RETURN, ASKED TO REVIEW, AND RESPOND WITH ANY QUESTIONS THEY HAD REGARDING THE INFORMATION THEREIN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE ASKED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST STATEMENT. ALL POTENTIAL CONFLICTS, REGARDLESS OF TYPE AND AMOUNT, WERE REQUIRED TO BE DISCLOSED. ALL BOARD MEMBERS ARE ALSO REQUIRED TO SIGN A CODE OF ETHICS DOCUMENT. IF A MEMBER IS DEEMED TO HAVE A CONFLICT OF INTEREST, THAT MEMBER WILL REFRAIN FROM VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A THE HR AND COMPENSATION COMMITTEE AND BOARD OF DIRECTORS ARE PROVIDED WITH A WRITTEN PERFORMANCE REPORT OF THE CHIEF EXECUTIVE OFFICER. THEY ARE ALSO PROVIDED WITH COMPARABLE SALARY INFORMATION FROM UNITED WAY WORLDWIDE AND LOCAL/REGIONAL PEER ORGANIZATIONS. THE HR AND COMPENSATION COMMITTEE MEETS INDEPENDENTLY TO STUDY THE PERFORMANCE REPORT AND SALARY INFORMATION AND DEVELOP A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE FULL BOARD OF DIRECTORS VOTES ON WHETHER TO ACCEPT OR MODIFY THE RECOMMENDATIONS OF THE HR AND COMPENSATION COMMITTEE. THIS PROCESS IS FOLLOWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY PARTNERS OF THE MIDLANDS LLC 1818 BLANDING STREET COLUMBIA SC 29201 460744183 FREE DENTAL AND EYE SERVICES SC 1533518 1167207 UNITED WAY OF THE MIDLANDS