Form 990 for tax year 2024

Totals

Total revenue

$6,147,271

Total expenses

$8,899,409

Contributions and grants received

$5,462,428

Grants paid

$1,150,052

Program service revenue

$116,341

Investment income

$543,586

Other revenue

$24,916

Total assets, end of year

$17,058,618

Total liabilities, end of year

$1,335,245

Net assets or fund balances, end of year

$15,723,373

Program services expenses (Part IX)

$6,105,792

Management and general expenses

$685,699

Fundraising expenses

$2,107,918

Program service expenses (Part III)

$6,105,792

Program services were 68.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2024

• COMMUNITY IMPACTTRIDENT UNITED WAY EXISTS TO STRENGTHEN WORKING FAMILIES ACROSS BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES. TODAY, MORE THAN ONE-THIRD OF HOUSEHOLDS IN OUR REGION ARE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) - FAMILIES WHO WORK HARD YET STILL STRUGGLE TO AFFORD THE BASICS DUE TO RISING HOUSING COSTS, INCOME VOLATILITY, AND FINANCIAL SHOCKS. THESE INCLUDE CHILDCARE WORKERS, HOSPITALITY STAFF, MEDICAL ASSISTANTS, TEACHERS' AIDES, RETAIL EMPLOYEES, AND OTHER FRONTLINE WORKERS WHO KEEP OUR REGION RUNNING, YET REMAIN ONE UNEXPECTED EXPENSE AWAY FROM HARDSHIP. IN 2025, TRIDENT UNITED WAY ESTABLISHED A BOLD GOAL: UPLIFT 15,000 FAMILIES OUT OF POVERTY BY 2035. ACHIEVING THIS GOAL REQUIRES BUILDING A REGIONAL STABILITY INFRASTRUCTURE THAT SURROUNDS FAMILIES WITH COORDINATED, HUMAN-CENTERED SUPPORT ACROSS MULTIPLE ACCESS POINTS - WORKPLACES, SCHOOLS, HOUSING COMMUNITIES, AND NEIGHBORHOOD HUBS. THIS STRATEGY IS DELIVERED THROUGH THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE, WHICH BRINGS TOGETHER:1) CENTERS FOR STRONG FAMILIESCOMMUNITY-BASED HUBS IN MONCKS CORNER (500 S LIVE OAK DR, MONCKS CORNER, SC 29461) AND SUMMERVILLE (133 EAST 1ST NORTH ST, SUITE 3, SUMMERVILLE, SC 29483) SERVE AS TRUSTED ENTRY POINTS WHERE FAMILIES CONNECT WITH FINANCIAL COACHING, WORKFORCE NAVIGATION, STABILIZATION RESOURCES, AND COORDINATED REFERRALS. IN THE CENTERS ARE PROVIDED THROUGH A NETWORK OF COMMUNITY PARTNERS INCLUDING ADULT EDUCATION, CHARLESTON LEGAL ACCESS, CHARLESTON PRO BONO LEGAL SERVICES, FOODSHARE SOUTH CAROLINA, MEDICAL UNIVERSITY OF SOUTH CAROLINA, LOWCOUNTRY FOOD BANK, ORIGIN SC, PALMETTO COMMUNITY ACTION PARTNERSHIP, PALMETTO GOODWILL, ROPER SAINT FRANCIS, SALVATION ARMY, SC THRIVE, SC DEPARTMENT OF EMPLOYMENT AND WORKFORCE, SC WORKS, VOCATIONAL REHABILITATION, AND YOUNG MOMS TOGETHER. DURING FY 2024-2025, THE CENTERS FOR STRONG FAMILIES SERVED 6,219 HOUSEHOLDS COMPRISING 12,367 HOUSEHOLD MEMBERS AND PROVIDED 18,380 INSTANCES OF ASSISTANCE.2) THRIVE@ ACCESS POINTSTO REDUCE BARRIERS AND INCREASE ENGAGEMENT, TRIDENT UNITED WAY IS BUILDING A MULTI-ACCESS-POINT APPROACH THAT EMBEDS SERVICES WHERE FAMILIES ALREADY LIVE AND WORK. THIS INCLUDES THRIVE@WORK (SUPPORTING EMPLOYEES IN PARTNER COMPANIES), THRIVE@SCHOOL (SUPPORTING FAMILIES CONNECTED TO SCHOOL SYSTEMS), AND FUTURE PATHWAYS SUCH AS THRIVE@HOME AND THRIVE@WORSHIP, WHICH WILL EXTEND SUPPORT INTO HOUSING COMMUNITIES AND FAITH-BASED SETTINGS.3) CHANGEMAKER GRANTSTRIDENT UNITED WAY INVESTED OVER $500,000 IN CHANGEMAKER GRANTS SUPPORTING NONPROFIT PARTNERS ALIGNED WITH STRONG FAMILIES, STRONG COMMUNITY - STABILIZING FAMILIES, STRENGTHENING SERVICES, AND ADVANCING EQUITY FOR ALICE HOUSEHOLDS. 4) CHARITYTRACKER NETWORKTRIDENT UNITED WAY PROVIDES CHARITYTRACKER, A SECURE, COORDINATION TOOL CONNECTING MORE THAN 400 NONPROFIT PARTNERS AT NO COST. IN FY 2024-2025, THIS NETWORK SUPPORTED 13,844 HOUSEHOLDS, 27,189 INDIVIDUALS, AND 89,547 DOCUMENTED SERVICES. THIS COORDINATED APPROACH REDUCES DUPLICATION, IMPROVES ACCESS TO SUPPORT, AND STRENGTHENS LONG-TERM FAMILY STABILITY.

  Expenses $1,555,946 · Grants $320,048

• FINANCIAL STABILITYFINANCIAL STABILITY SUPPORT HELPS FAMILIES MAINTAIN INCOME, MANAGE EXPENSES, AND REDUCE FINANCIAL STRESS - ENSURING THAT SHORT-TERM CRISES DO NOT BECOME LONG-TERM SETBACKS. THIS WORK IS GROUNDED IN TRUSTED RELATIONSHIPS, COORDINATED REFERRAL SYSTEMS, AND FAMILY-CENTERED COACHING DELIVERED ACROSS MULTIPLE ACCESS POINTS IN THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE.1) FAMILY COACHING MODELAT THE CENTER OF TRIDENT UNITED WAY'S WORK IS A STRUCTURED COACHING APPROACH GROUNDED IN FINANCIAL EMPOWERMENT, GOAL-SETTING, AND ACCOUNTABILITY. FAMILY COACHES HELP HOUSEHOLDS STABILIZE INCOME, ACCESS RESOURCES, IMPROVE CREDIT, REDUCE EXPENSES, AND BUILD SAVINGS. COACHING IS DELIVERED ACROSS CENTERS FOR STRONG FAMILIES AND THRIVE@ ACCESS POINTS TO ENSURE SUPPORT IS AVAILABLE WHERE FAMILIES ALREADY ARE. 2) AMERICORPS FAMILY NAVIGATORSTRIDENT UNITED WAY'S AMERICORPS PROGRAM BUILDS LOCAL WORKFORCE CAPACITY IN HUMAN SERVICES WHILE DIRECTLY SERVING FAMILIES SEEKING FINANCIAL STABILITY. AMERICORPS FAMILY NAVIGATORS PROVIDE INDIVIDUALIZED COACHING, RESOURCE NAVIGATION, BENEFITS ACCESS, AND REFERRALS - STRENGTHENING THE REGIONAL INFRASTRUCTURE OF SUPPORT FOR ALICE HOUSEHOLDS. DURING FY 2024-2025, AMERICORPS MEMBERS CONNECTED FAMILIES TO COORDINATED SERVICES THAT ADDRESSED BASIC NEEDS, EMPLOYMENT BARRIERS, INCOME STABILIZATION, AND LONG-TERM FINANCIAL PLANNING. IN TOTAL, AMERICORPS MEMBERS SUPPORTED 2,025 HOUSEHOLDS - INCLUDING 4,325 INDIVIDUALS - AND CONNECTED THEM TO 5,261 SERVICES, 3,116 OF WHICH ADDRESSED IMMEDIATE BASIC NEEDS. THE PROGRAM ALSO HELPED DEVELOP A STRONG PIPELINE OF TRAINED PROFESSIONALS PREPARED TO CONTINUE CAREERS IN THE NONPROFIT AND HUMAN SERVICES SECTOR.3) BARRIERS TO EMPLOYMENTBARRIERS TO EMPLOYMENT PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO HELP INDIVIDUALS OVERCOME OBSTACLES THAT PREVENT THEM FROM FINDING OR KEEPING A JOB - SUCH AS TRANSPORTATION, CHILDCARE, UNIFORMS, EQUIPMENT, CERTIFICATION FEES, AND OTHER WORK-RELATED COSTS. THIS RESOURCE ALLOWS FAMILIES TO MAINTAIN STABLE EMPLOYMENT AND AVOID INCOME DISRUPTION DURING PERIODS OF FINANCIAL STRAIN.4) 2-1-1 INFORMATION & REFERRAL SERVICE2-1-1 PROVIDES FREE, CONFIDENTIAL, 24/7 CONNECTION TO ESSENTIAL HUMAN SERVICES VIA PHONE, TEXT, AND WEB. DURING FY 2024-2025, TRI-COUNTY RESIDENTS PLACED 17,084 CALLS, RESULTING IN 40,337 REFERRALS AND 19,515 WEBSITE VISITS FOR ASSISTANCE WITH HOUSING, UTILITIES, FOOD, AND EMPLOYMENT RESOURCES. TRIDENT UNITED WAY CONTRACTS WITH THE UNITED WAY OF ASSOCIATION OF SC, WHICH MANAGES THE CALL CENTER AND PROVIDES UP-TO-DATE, LOCAL INFORMATION ABOUT RESOURCES IN THE TRI-COUNTY TO TRI-COUNTY CALLERS.5) VOLUNTEER INCOME TAX ASSISTANCE (VITA)THROUGH PARTNERSHIP WITH THE IRS, FREE TAX PREPARATION SERVICES WERE PROVIDED TO INDIVIDUALS AND FAMILIES WITH LOW-TO-MODERATE INCOME. IN FY 2024-2025, MORE THAN 450 INDIVIDUALS RECEIVED FREE FEDERAL RETURNS GENERATING $354,514 IN REFUNDS INCLUDING $156,635 IN EARNED CREDITS. THESE SERVICES HELP FAMILIES KEEP MORE OF WHAT THEY EARN AND REDUCE RELIANCE ON HIGH-FEE TAX PREPARERS.6) FOODSHARE FOODSHARE EXPANDED ACCESS TO FRESH, AFFORDABLE PRODUCE ACROSS THE REGION BY ADDING NEW DISTRIBUTION PARTNERS AND STRENGTHENING RURAL DELIVERY POINTS, HELPING MORE FAMILIES STAY CONNECTED TO HEALTHY FOOD YEAR-ROUND. FOODSHARE BERKELEY COUNTY IS MAKING MEANINGFUL STRIDES IN ADDRESSING FOOD INSECURITY - DISTRIBUTING MORE THAN 70,000 POUNDS OF PRODUCE TO 1,041 CUSTOMERS, TOTALING OVER 4,300 BOXES IN FY 2024-2025, WITH SLIGHTLY MORE THAN 50% OF BOXES PURCHASED USING SNAP BENEFITS. THE PROGRAM ALSO IMPROVED CUSTOMER RETENTION AND LONG-TERM PARTICIPATION, REFLECTING STRONG SATISFACTION AND CONTINUED COMMUNITY DEMAND.

  Expenses $1,652,037 · Grants $87,887 · Revenue $116,341

• CONNECTING THE COMMUNITYCONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT PROVIDE MEANINGFUL COMMUNITY SERVICE OPPORTUNITIES AND CLEAR INFORMATION ABOUT THE WORK OF TRIDENT UNITED WAY ACROSS THE TRI-COUNTY REGION. THIS WORK CENTERS ON STRATEGIC VOLUNTEER ENGAGEMENT AND STAKEHOLDER AND COMMUNITY COMMUNICATIONS - CREATING MULTIPLE WAYS FOR INDIVIDUALS, COMPANIES, AND PARTNERS TO SUPPORT THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE.1) STRATEGIC VOLUNTEER ENGAGEMENTSTRATEGIC VOLUNTEER ENGAGEMENT IS DESIGNED TO ALIGN VOLUNTEER INTERESTS WITH COMMUNITY-IDENTIFIED NEEDS, CREATING HIGH-IMPACT SERVICE EXPERIENCES FOR CORPORATE PARTNERS, DONORS, AND INDIVIDUAL VOLUNTEERS. ENGAGEMENT RANGES FROM LEADERSHIP SERVICE ON COUNCILS AND COMMITTEES TO HANDS-ON COMMUNITY PROJECTS, OFFERING MULTIPLE ENTRY POINTS FOR COMMUNITY MEMBERS TO CONTRIBUTE. CORPORATE AND NONPROFIT PARTNERS ALSO PARTICIPATE IN CUSTOMIZED VOLUNTEER EXPERIENCES THROUGH TRIDENT UNITED WAY'S ENGAGE+ PLATFORM, WHICH SUPPORTS PLANNING, FACILITATION, AND IMPACT TRACKING.A CORNERSTONE OF THIS WORK IS DAYS OF CARING, THE REGION'S LARGEST VOLUNTEER ACTIVATION EVENT. OVER THREE DAYS OF SERVICE IN 2025, MORE THAN 2,000 VOLUNTEERS COMPLETED 151 PROJECTS AT 75 NONPROFITS, SCHOOLS, AND COMMUNITY AGENCIES, CONTRIBUTING OVER 8,000 VOLUNTEER HOURS AND GENERATING AN ESTIMATED $265,000 IN COMMUNITY BENEFIT. DAYS OF CARING CONTINUES TO SERVE AS A SIGNATURE PLATFORM FOR CORPORATE ENGAGEMENT, VOLUNTEER LEADERSHIP, AND LARGE-SCALE COMMUNITY MOBILIZATION.2) STAKEHOLDER AND COMMUNITY COMMUNICATIONS TRIDENT UNITED WAY ALSO MAINTAINS YEAR-ROUND COMMUNICATION WITH DONORS, PARTNERS, AND THE BROADER COMMUNITY THROUGH EMAIL NEWSLETTERS, THE ORGANIZATION'S WEBSITE, SOCIAL MEDIA PLATFORMS, AND MEDIA PARTNERSHIPS. THESE COMMUNICATIONS SHARE PROGRAM UPDATES, PROMOTE RESOURCES, HIGHLIGHT IMPACT, AND ENCOURAGE ONGOING COMMUNITY ENGAGEMENT - HELPING ENSURE THAT RESIDENTS, PARTNERS, AND SUPPORTERS REMAIN INFORMED AND CONNECTED TO THE MISSION OF STRONG FAMILIES, STRONG COMMUNITY.

  Expenses $1,210,038 · Grants $21,500

• Expenses $1,687,771 · Grants $720,617

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA

  $180,056

  GRANTEE

• FAMILY SERVICES INC DBA ORIGIN SC

  $66,431

  GRANTEE

• CHARLESTON TRIDENT URBAN LEAGUE

  $50,000

  GRANTEE

• MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION

  $36,250

  GRANTEE

• JEWISH FAMILY OF SERVICES OF GREATER CHARLESTON

  $20,000

  GRANTEE

• UNITED CHARITABLE

  $20,000

  GRANTEE

• MY SISTER'S HOUSE INC

  $17,906

  GRANTEE

• BARRIER ISLAND FREE MEDICAL CLINIC-103123-BARRIER ISLAND FREE MEDICAL CLINI

  $17,500

  GRANTEE

• UNITED WAY OF THE MIDLANDS

  $16,463

  GRANTEE

• HELPING AND LENDING OUTREACH SUPPORT

  $16,303

  GRANTEE

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2024

Filed

3 April 2026

IRS schema version

2024v5.5

Source object

202610939349301001

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.