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Nonprofiteer
← UNITED WAY OF THE LOWCOUNTRY INC

Form 990 for tax year 2022

Filed by UNITED WAY OF THE LOWCOUNTRY INC.

Totals

Total revenue
$3,729,384
Total expenses
$3,628,857
Contributions and grants received
$3,520,905
Grants paid
$1,746,131
Program service revenue
$0
Investment income
$24,252
Other revenue
$184,227
Total assets, end of year
$3,875,352
Total liabilities, end of year
$1,043,004
Net assets or fund balances, end of year
$2,832,348
Program services expenses (Part IX)
$2,995,948
Management and general expenses
$474,179
Fundraising expenses
$158,730
Program service expenses (Part III)
$2,995,948

Program services were 82.6% 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.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,496,780

  • 1f · All other contributions, gifts and grants

    $2,024,125

  • 1g · Noncash contributions included above

    $132,370

  • 3 · Investment income

    total $24,252 · related or exempt $24,252

  • 6a · Gross rents

    real property $5,445

  • 6c · Rental income or loss

    real property $5,445

  • 6d · Net rental income or loss

    total $5,445 · related or exempt $5,445

  • 8a · Fundraising events: gross income

    $121,511

  • 8b · Fundraising events: direct expenses

    $67,068

  • 8c · Net income from fundraising events

    total $54,443

  • 11a · Other revenue: CONTRACT REVENUE

    total $93,500 · related or exempt $93,500

  • 11b · Other revenue: OTHER INCOME

    total $30,839 · related or exempt $30,839

  • 11e · Other revenue, total

    $124,339

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,746,131 · program services $1,746,131

  • 7 · Other salaries and wages

    total $638,887 · program services $309,478 · management and general $266,006 · fundraising $63,403

  • 8 · Pension plan contributions

    total $19,012 · program services $9,209 · management and general $7,916 · fundraising $1,887

  • 9 · Other employee benefits

    total $107,011 · program services $51,836 · management and general $44,555 · fundraising $10,620

  • 10 · Payroll taxes

    total $47,238 · program services $22,882 · management and general $19,668 · fundraising $4,688

  • 11a · Fees: management

    total $1,147 · management and general $1,147

  • 11b · Fees: legal

    total $450 · management and general $450

  • 11c · Fees: accounting

    total $13,900 · management and general $13,900

  • 11f · Fees: investment management

    total $14,021 · management and general $14,021

  • 11g · Fees: other

    total $27,732 · program services $13,435 · management and general $11,545 · fundraising $2,752

  • 12 · Advertising and promotion

    total $50,663 · program services $644 · management and general $13,792 · fundraising $36,227

  • 13 · Office expenses

    total $22,468 · program services $14,945 · management and general $4,150 · fundraising $3,373

  • 16 · Occupancy

    total $18,753 · program services $12,565 · management and general $3,375 · fundraising $2,813

  • 17 · Travel

    total $25,690 · program services $10,546 · management and general $9,961 · fundraising $5,183

  • 19 · Conferences, conventions and meetings

    total $10,250 · program services $5,632 · management and general $3,007 · fundraising $1,611

  • 21 · Payments to affiliates

    total $27,755 · program services $18,786 · management and general $4,696 · fundraising $4,273

  • 22 · Depreciation, depletion and amortization

    total $21,271 · program services $14,251 · management and general $3,829 · fundraising $3,191

  • 23 · Insurance

    total $21,186 · program services $14,358 · management and general $3,589 · fundraising $3,239

  • 24a · Other expenses: PROGRAM & GRANT EXPENSES

    total $643,832 · program services $643,804 · fundraising $28

  • 24b · Other expenses: COMPUTER & INTERNET

    total $47,759 · program services $31,999 · management and general $8,596 · fundraising $7,164

  • 24c · Other expenses: COMMUNITY ENGAGEMENT

    total $41,502 · program services $38,500 · management and general $2,972 · fundraising $30

  • 24d · Other expenses: COMMUNICATIONS

    total $19,307 · program services $11,765 · management and general $4,873 · fundraising $2,669

  • 24e · All other expenses

    total $62,892 · program services $25,182 · management and general $32,131 · fundraising $5,579

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,274,855 · end of year $1,476,219

  • 3 · Pledges and grants receivable

    beginning of year $279,122 · end of year $170,696

  • 4 · Accounts receivable

    beginning of year $5,225 · end of year $495

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,203 · end of year $10,983

  • 10a · Land, buildings and equipment: cost or other basis

    $1,005,862

  • 10b · Land, buildings and equipment: accumulated depreciation

    $287,959

  • 10c · Land, buildings and equipment, net

    beginning of year $696,729 · end of year $717,903

  • 11 · Investments: publicly traded securities

    beginning of year $1,352,592 · end of year $1,301,622

  • 15 · Other assets

    beginning of year $192,571 · end of year $197,434

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,272 · end of year $9,310

  • 21 · Escrow or custodial account liability

    beginning of year $357,441 · end of year $340,776

  • 25 · Other liabilities

    beginning of year $614,519 · end of year $692,918

  • 27 · Net assets without donor restrictions

    beginning of year $2,379,538 · end of year $2,417,617

  • 28 · Net assets with donor restrictions

    beginning of year $435,527 · end of year $414,731

Mission and programs · 2022

Mission

TO MOBILIZE RESOURCES TO SOLVE HUMAN PROBLEMS.

Activities or mission (Part I)

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.

  • 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.

    Expenses $2,995,948 · Grants $1,746,131

As filed on the 2022 return.

Listed in Part VII

  • Dale Douthat

    PRESIDENT &

    Total calculated
    $82,914
    From this org
    $82,914
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Serena Miles

    DIRECTOR OF

    Total calculated
    $48,135
    From this org
    $48,135
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Marjorie Barber

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeanine Bostick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carol Branch

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Leigh Copeland

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bob Dalton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Becky Francis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tracy Greco

    BOARD TREASU

    Total calculated
    $0
    Hours/week
    2

  • Gloria Holmes

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carl Kilpatrick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Susan Nimmer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Grace Stepp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marc Stuckart

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Katie Threatt

    BOARD SECRET

    Total calculated
    $0
    Hours/week
    2

  • Anne Walker

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

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

Provenance

Return type
form_990
Tax year
2022
Filed
5 September 2023
IRS schema version
2022v5.0
Source object
202302489349300835

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