Form 990 for tax year 2023

Filed by TRIDENT UNITED WAY INC.

Totals

Total revenue: $5,521,631
Total expenses: $7,519,041
Contributions and grants received: $4,701,453
Grants paid: $1,327,681
Program service revenue: $97,561
Investment income: $887,309
Other revenue: -$164,692
Total assets, end of year: $18,893,170
Total liabilities, end of year: $1,147,258
Net assets or fund balances, end of year: $17,745,912
Program services expenses (Part IX): $5,336,228
Management and general expenses: $534,733
Fundraising expenses: $1,648,080
Program service expenses (Part III): $5,336,228

Program services were 71.0% 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.

Revenue

Part VIII, the statement of revenue.

1c · Fundraising events

$15,450
1e · Government grants (contributions)

$535,674
1f · All other contributions, gifts and grants

$4,150,329
2a · Program service revenue: FOODSHARE BERKELEY COUNTY REVENUE

total $60,203 · related or exempt $60,203
2b · Program service revenue: AMERICORP PROGRAM SERVICE FEES

total $37,358 · related or exempt $37,358
3 · Investment income

total $519,858 · excluded $519,858
6a · Gross rents

real property $180,743
6b · Less rental expenses

real property $315,145
6c · Rental income or loss

real property -$134,402
6d · Net rental income or loss

total -$134,402 · excluded -$134,402
7a · Gross sales of assets other than inventory

securities $91,843 · other assets $325,000
7b · Less cost or other basis and sales expenses

securities $0 · other assets $49,392
7c · Gain or loss

securities $91,843 · other assets $275,608
7d · Net gain or loss

total $367,451 · excluded $367,451
8a · Fundraising events: gross income

$2,570
8a · Fundraising events: contributions included on line 1c

$15,450
8b · Fundraising events: direct expenses

$70,414
8c · Net income from fundraising events

total -$67,844 · excluded -$67,844
11a · Other revenue: OTHER

total $37,554 · related or exempt $37,554
11e · Other revenue, total

$37,554

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $1,327,681 · program services $1,327,681
5 · Compensation of officers, directors and key employees

total $777,671 · program services $486,954 · management and general $52,031 · fundraising $238,686
7 · Other salaries and wages

total $2,536,822 · program services $1,588,483 · management and general $169,728 · fundraising $778,611
8 · Pension plan contributions

total $105,924 · program services $66,326 · management and general $7,087 · fundraising $32,511
9 · Other employee benefits

total $320,576 · program services $200,735 · management and general $21,449 · fundraising $98,392
10 · Payroll taxes

total $192,592 · program services $120,595 · management and general $12,886 · fundraising $59,111
11f · Fees: investment management

total $74,672 · management and general $74,672
11g · Fees: other

total $1,010,445 · program services $681,128 · management and general $103,220 · fundraising $226,097
12 · Advertising and promotion

total $194,107 · program services $183,213 · management and general $5,462 · fundraising $5,432
13 · Office expenses

total $191,524 · program services $157,226 · management and general $9,821 · fundraising $24,477
16 · Occupancy

total $222,345 · program services $178,442 · management and general $9,529 · fundraising $34,374
17 · Travel

total $52,828 · program services $45,784 · management and general $335 · fundraising $6,709
19 · Conferences, conventions and meetings

total $109,983 · program services $54,835 · management and general $41,159 · fundraising $13,989
22 · Depreciation, depletion and amortization

total $155,099 · program services $99,038 · management and general $10,257 · fundraising $45,804
23 · Insurance

total $44,138 · program services $26,529 · management and general $3,079 · fundraising $14,530
24a · Other expenses: MEMBERSHIP DUES

total $127,418 · program services $75,316 · management and general $10,339 · fundraising $41,763
24b · Other expenses: POSTAGE & PRINTING

total $58,518 · program services $32,524 · management and general $2,581 · fundraising $23,413
24c · Other expenses: BANK CHARGES

total $16,698 · program services $11,419 · management and general $1,098 · fundraising $4,181

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,011,895 · end of year $915,559
2 · Savings and temporary cash investments

beginning of year $4,277,742 · end of year $3,342,240
3 · Pledges and grants receivable

beginning of year $1,320,396 · end of year $1,137,405
4 · Accounts receivable

beginning of year $92,916 · end of year $175,339
9 · Prepaid expenses and deferred charges

beginning of year $43,925 · end of year $43,272
10a · Land, buildings and equipment: cost or other basis

$4,277,604
10b · Land, buildings and equipment: accumulated depreciation

$2,208,880
10c · Land, buildings and equipment, net

beginning of year $2,081,223 · end of year $2,068,724
11 · Investments: publicly traded securities

beginning of year $11,206,769 · end of year $10,995,076
15 · Other assets

beginning of year $302,743 · end of year $215,555
17 · Accounts payable and accrued expenses

beginning of year $843,377 · end of year $931,703
25 · Other liabilities

beginning of year $302,743 · end of year $215,555
27 · Net assets without donor restrictions

beginning of year $17,020,664 · end of year $15,624,126
28 · Net assets with donor restrictions

beginning of year $2,170,825 · end of year $2,121,786

Mission and programs · 2023

Mission

TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY, AND HEALTH.DURING FY23/24 TRIDENT UNITED WAY OPERATED UNDER THE MISSION "TRIDENT UNITED WAY IS A CATALYST FOR MEASURABLE COMMUNITY TRANSFORMATION IN EDUCATION, FINANCIAL STABILITY AND HEALTH." THIS MISSION GUIDED THE ORGANIZATION'S PROGRAMS AND PARTNERSHIPS THROUGHOUT THE FISCAL YEAR. INFORMED BY ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) DATA, TRIDENT UNITED WAY'S BOARD HAS VOTED TO FOCUS IN FY24-25 ON FINANCIALLY STABLE FAMILIES AND KICKED OFF A STRATEGIC PLANNING PROCESS TO BUILD PROGRAMS AND PARTNERSHIPS IN THIS AREA. WHILE THE UPDATED MISSION STATEMENT IS STILL IN DEVELOPMENT, THE ORGANIZATION REMAINS FOCUSED ON IMPROVING LIVES ACROSS THE TRI-COUNTY REGION THROUGH COLLABORATIVE, COMMUNITY DRIVEN SOLUTIONS.

Activities or mission (Part I)

FOCUS ON SUPPORTING FINANCIALLY STABLE FAMILIES IN THE TRI-COUNTY.

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. 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. FOR FISCAL YEAR 2023-2024, TRIDENT UNITED WAY FUNDED COMMUNITY PARTNERS WITH OVER $400,000 IN CHANGEMAKER GRANTS. APPROXIMATELY HALF OF THE FUNDING WAS CAPACITY BUILDING FUNDS FOR AGENCIES AND THE OTHER HALF OF THE FUNDING WAS IN SUPPORT OF ALICE HOUSEHOLDS.UNITED FOR ALICEALICE REPRESENTS THE ASSET LIMITED, INCOME CONSTRAINED AND EMPLOYED FAMILIES AND INDIVIDUALS WHO LIVE AND WORK IN THE TRI-COUNTY. ALICE FAMILIES MAKE MORE THAN THE FEDERAL POVERTY LEVEL BUT FALL BELOW THE ALICE THRESHOLD. THAT THRESHOLD IS AN INCOME AT WHICH INDIVIDUALS AND FAMILIES ARE ABLE TO AFFORD THEIR BASIC NEEDS. THE ALICE THRESHOLD IS BASED ON BUDGETS THAT INCLUDE COSTS FOR EVERYDAY ESSENTIALS LIKE HOUSING, TRANSPORTATION, FOOD AND CHILDCARE. TRIDENT UNITED WAY IS PAVING THE WAY TO FINANCIAL STABILITY FOR ALICE INDIVIDUALS AND FAMILIES. WITH OUR EXPANSIVE NETWORK OF NONPROFIT PARTNERS, VOLUNTEERS AND DONORS, WE CONNECT ALICE TO IMMEDIATE SUPPORT AND ASSISTANCE PROGRAMS THAT OPEN OPPORTUNITIES FOR LONGTERM CHANGE.

Expenses $1,379,994 · Grants $332,608
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, BARRIERS TO EMPLOYMENT 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 2023-2024 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 2023-2024 FISCAL YEAR INCLUDE 13,267 CALLS RECEIVED, 33,131 REFERRALS MADE FOR THE TRI-COUNTY, AND 10,407 WEBSITE VISITS STATEWIDE. 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 10,453 INDIVIDUALS DURING THE 2023-2024 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 1,240 HOUSEHOLDS, INCLUDING 2,160 INDIVIDUALS, TO 2,642 SERVICES, INCLUDING 1,876 BASIC NEEDS 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. 404 LOCAL NONPROFIT PARTNERS USED THE SYSTEM IN THE 2023-2024 FISCAL YEAR, PROVIDING 13,461 HOUSEHOLDS, COMPRISED OF 36,295 INDIVIDUALS, WITH 99,341 SERVICES. THE ESTIMATED VALUE OF THESE SERVICES WAS $1,562,894. FOODSHARE BERKELEY COUNTY:FOODSHARE BERKELEY COUNTY IS MAKING STRIDES IN ADDRESSING FOOD INSECURITY IN OUR COMMUNITY. 52,811 POUNDS OF FOOD HAVE BEEN DISTRIBUTED TO 523 CUSTOMERS, IN OVER 3,000 BOXES IN FISCAL YEAR 2023-2024. OVER 60% OF THE BOXES ORDERED WERE PURCHASED WITH SNAP FUNDS. SC THRIVE:TRIDENT UNITED WAY PARTNER, SC THRIVE, UTILIZES THRIVE HUB, A WEB-BASED SYSTEM THAT ALLOWS COUNSELORS TO HELP CLIENTS APPLY FOR MULTIPLE RESOURCES DURING A SINGLE INTERVIEW. FOR FISCAL YEAR 2023-2024, 1,077 INDIVIDUALS COMPLETED FREE TAX RETURNS. INDIVIDUALS SAVED $294,021 IN TAX PREPARATION FEES AND THE COMPLETED RETURNS HAVE AN ESTIMATED REFUND VALUE OF $1,918,137. BARRIERS TO EMPLOYMENT:BARRIERS TO EMPLOYMENT IS A PROGRAM DESIGNED TO HELP INDIVIDUALS OBTAIN CHILDCARE, TRANSPORTATION, EQUIPMENT AND OTHER EXPENSES THAT ARE PREVENTING THEM FROM FINDING AND KEEPING A JOB. DURING FISCAL YEAR 2023-2024, 81 CLIENTS AND 117 HOUSEHOLD MEMBERS WERE SERVED. $35,440 WAS SPENT FROM THE FUND, WITH AN AVERAGE PER CLIENT SPEND OF $437.

Expenses $1,659,554 · Grants $267,058 · Revenue $97,561
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. THE YOUNG LEADERS UNITED ANNUAL SCHOOL SUPPLY DRIVE REACHED 600+ STUDENTS IN 8+ SCHOOLS AND COMMUNITY BASED EVENTS BY PROVIDING BACKPACKS AND SCHOOL SUPPLIES. 1,000 BOOKS BEFORE KINDERGARTEN HAD PARTICIPATION FROM 150 CHILDREN. CHILDREN RECEIVE TRACKING SHEETS AND MILESTONE REWARDS FOR HAVING 100, 500 OR 1,000 BOOKS READ. THE TRIDENT UNITED WAY TEAM ALSO LED AN EARLY LEARNING SUMMIT THAT INCLUDED A PRESENTATION ON ALICE DATA REGARDING THE COST OF CHILDCARE IN TRI-COUNTY HOUSEHOLDS AND COLLABORATION AMONG BUSINESSES, THE EDUCATION COMMUNITY AND PARENTS.

Expenses $211,603 · Grants $96,498
HEALTHTHROUGH PARTNERSHIPS WITH ROPER ST. FRANCIS, MEDICAL UNIVERSITY OF SOUTH CAROLINA AND THE DUKE ENDOWMENT, TRIDENT UNITED WAY SUPPORTS 7 PROGRAMS THAT SEEK TO IMPROVE NUTRITION AND OVERALL WELLBEING IN THE TRI-COUNTY. THESE PROGRAMS TOGETHER HELP ACHIEVE GOALS FOR THE OVERALL WELLBEING OF OUR TRI-COUNTY AREA AS SET THROUGH THE HEALTHY TRI-COUNTY HEALTH IMPROVEMENT PLAN. FOR FISCAL YEAR 2023-2024, 30,000 POUNDS OF FOOD WAS DISTRIBUTED THROUGH FRESH FOOD PANTRIES, PRODUCE DELIVERIES AND COMMUNITY GARDENS. APPROXIMATELY 7,000 PEOPLE RECEIVED HEALTH EDUCATION SURROUNDING NUTRITION, PHYSICAL ACTIVITY AND CHRONIC DISEASE PREVENTION. 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 SERVE AS THOUGHT-LEADERS ON COMMITTEES AND COUNCILS, AS WELL AS DECISION-MAKERS ABOUT COMMUNITY INVESTMENTS AND SUPPORT MISSION FULFILLMENT. TRIDENT UNITED WAY'S 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 2023-2024 FISCAL YEAR, TRIDENT UNITED WAY ENGAGED MORE THAN 3,600 VOLUNTEERS FOR ALMOST 13,000 HOURS OF SERVICE. THE TIME AND SKILLS CONTRIBUTED BY THE TRIDENT UNITED WAY VOLUNTEERS PROVIDED AN ESTIMATED COMMUNITY BENEFIT OF OVER $387,500.2. COMMUNICATION WITH KEY CONSTITUENTS AND ACROSS THE COMMUNITY INCLUDES YEAR-ROUND STRATEGIC EFFORTS. TRIDENT UNITED WAY DISTRIBUTES BI-MONTHLY 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.

Expenses $2,085,077 · Grants $628,967

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

CATHARINE ALMQUIST

DIRECTOR

Total calculated

$0

Hours/week

2
RITA BERRY

DIRECTOR

Total calculated

$0

Hours/week

2
PJ BROWNING

DIRECTOR

Total calculated

$0

Hours/week

2
ERIC CRAINE

DIRECTOR

Total calculated

$0

Hours/week

2
DAN CURIA

DIRECTOR

Total calculated

$0

Hours/week

2
REBECCA ENGELMAN

DIRECTOR

Total calculated

$0

Hours/week

2
ROBERT FEI

DIRECTOR

Total calculated

$0

Hours/week

2
SHAWAN GILLIANS

DIRECTOR

Total calculated

$0

Hours/week

2
MOLLIE GORE

DIRECTOR

Total calculated

$0

Hours/week

2
GREGORY HABIB

DIRECTOR

Total calculated

$0

Hours/week

2
SCOTT HOWELL

DIRECTOR

Total calculated

$0

Hours/week

2
DEON JACKSON JR

DIRECTOR

Total calculated

$0

Hours/week

2
FRANCIS JOHNSON

DIRECTOR

Total calculated

$0

Hours/week

2
JULIE KORNAHRENS

DIRECTOR

Total calculated

$0

Hours/week

2
TODD LANT

DIRECTOR

Total calculated

$0

Hours/week

2
MARK LATTANZIO

DIRECTOR

Total calculated

$0

Hours/week

2
KATIE MCCRAVY

DIRECTOR

Total calculated

$0

Hours/week

2
LAUREN NILAN

DIRECTOR

Total calculated

$0

Hours/week

2
REV MARION PLATT

DIRECTOR

Total calculated

$0

Hours/week

2
CASSANDRA PRICE

DIRECTOR

Total calculated

$0

Hours/week

2
MICHAEL SCARAFILE

DIRECTOR

Total calculated

$0

Hours/week

2
GEONA SHAW JOHNSON

DIRECTOR

Total calculated

$0

Hours/week

2
MELANIE STITH

DIRECTOR

Total calculated

$0

Hours/week

2
RICHARD WARING

DIRECTOR

Total calculated

$0

Hours/week

2
FRANCES WELCH

DIRECTOR

Total calculated

$0

Hours/week

2
JEREMY WILLITS

DIRECTOR

Total calculated

$0

Hours/week

2
STUART E WOODCOCK

DIRECTOR

Total calculated

$0

Hours/week

2
DAVID ZAAS

DIRECTOR

Total calculated

$0

Hours/week

2
WILLIAM ZOBEL

DIRECTOR

Total calculated

$0

Hours/week

2
NATASHA CHATMAN

DIRECTOR

Total calculated

$0

Hours/week

2
DAVID J HAMPTON

PRESIDENT & CEO

Total calculated

$254,952

From this org

$218,658

From related orgs

$0

Other

$36,294

Hours/week

50

Schedule J breakdown matched by us

Base

$218,658

Bonus

$0

Other

$0

Deferred

$22,500

Nontaxable benefits

$13,794

Filer's total

$254,952
BRADLEY DAVIS

INTERIM PRESIDENT & CEO

Total calculated

$56,100

From this org

$56,100

From related orgs

$0

Other

$0

Hours/week

50
DAVID J WASSERMAN

CHIEF FINANCIAL OFFICER

Total calculated

$184,521

From this org

$154,191

From related orgs

$0

Other

$30,330

Hours/week

50

Schedule J breakdown matched by us

Base

$154,191

Bonus

$0

Other

$0

Deferred

$30,000

Nontaxable benefits

$330

Filer's total

$184,521
CHRISTINE BOUDOLF

VP COMM & VOL ENGAGEMENT

Total calculated

$133,265

From this org

$110,554

From related orgs

$0

Other

$22,711

Hours/week

50
CATHERINE EASLEY

ASSOC VP OF COMMUNITY IMPACT

Total calculated

$148,833

From this org

$105,553

From related orgs

$0

Other

$43,280

Hours/week

50
MARK LEWIS

BOARD CHAIR

Total calculated

$0

Hours/week

5
BARBARA MELVIN

BOARD CHAIR ELECT

Total calculated

$0

Hours/week

5
WENDY KOPP

ADVANCEMENT COMMITTEE CHAIR

Total calculated

$0

Hours/week

5
MICHAEL SAMUEL

CAMPAIGN CABINET CHAIR

Total calculated

$0

Hours/week

5
CHRISTOPHER GLENN

AUDIT COMMITTEE CHAIR

Total calculated

$0

Hours/week

5
JENNIFER BROWN

AFRICAN AMERICAN LEADERSHIP COUNCIL CHAIR

Total calculated

$0

Hours/week

5
COURTNEY HOWARD

COMMUNITY IMPACT COMMITTEE CHAIR

Total calculated

$0

Hours/week

5
BOB LOWE

FINANCE CHAIR

Total calculated

$0

Hours/week

5
BRENDA SZYMANOWSKI

INVESTMENT COMMITTEE CHAIR

Total calculated

$0

Hours/week

5
PETER LAMOTTE

MARKETING & COMMUNICATIONS CHAIR

Total calculated

$0

Hours/week

5
DUSTI ANNAN

WOMEN UNITED CHAIR

Total calculated

$0

Hours/week

5
TRAVIS FRANK

YOUNG LEADERS UNITED CHAIR

Total calculated

$0

Hours/week

5

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

Answered yes

3 · Compensation committee
3 · Independent compensation consultant
3 · Form 990 of other organizations
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, 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 2023-2024 FISCAL YEAR.

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

FAMILY SERVICES INC DBA ORIGIN SC

$98,333

GRANTEE
COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA

$90,000

GRANTEE
HELPING AND LENDING OUTREACH SUPPORT

$62,534

GRANTEE
OUR LADY OF MERCY COMMUNITY OUTREACH SERVICES

$58,333

GRANTEE
SC THRIVE

$53,600

GRANTEE
CHARLESTON TRIDENT URBAN LEAGUE

$50,000

GRANTEE
ROPER ST FRANCIS HEALTHCARE

$45,715

GRANTEE
CHARLESTON PRO BONO LEGAL SERVICES

$31,500

GRANTEE
MY SISTER'S HOUSE INC

$30,078

GRANTEE
JEWISH FAMILY OF SERVICES OF GREATER CHARLESTON

$25,000

GRANTEE

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

Provenance

Return type: form_990
Tax year: 2023
Filed: 1 May 2025
IRS schema version: 2023v6.0
Source object: 202531219349302138

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.