NonprofitsTrident United Way Inc

Philanthropy, Voluntarism & Grantmaking Foundations

Trident United Way Inc

N CHARLESTON, SC

Total revenue

$5.5M

Total expenses

$7.5M

Net assets

$17.7M

Grants received

$7.4M

307 grants

EIN

570314378

Tax year

2023

Mission

Focus on supporting financially stable families in the tri-county.

Programs

3 programs

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: $1.7MGrants: $267K

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: $212KGrants: $96K

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: $2.1MGrants: $629K

Financials

FY 2023

Revenue

Contributions & grants$4.7M
Program service revenue$98K
Investment income$887K
Other revenue
Total revenue$5.5M

Expenses

Grants paid$1.3M
Salaries & benefits$3.9M
Fundraising$1.6M
Other expenses$2.3M
Total expenses$7.5M
Total assets$18.9M
Net assets$17.7M

People

47 listed

NameRoleCompensation

DAVID J HAMPTON

PRESIDENT & CEO

Board

$219K

50 hrs/wk

DAVID J WASSERMAN

CHIEF FINANCIAL OFFICER

Board

$154K

50 hrs/wk

BRADLEY DAVIS

INTERIM PRESIDENT & CEO

Board

$56K

50 hrs/wk

REBECCA ENGELMAN

DIRECTOR

Board

2 hrs/wk

ROBERT FEI

DIRECTOR

Board

2 hrs/wk

SHAWAN GILLIANS

DIRECTOR

Board

2 hrs/wk

MOLLIE GORE

DIRECTOR

Board

2 hrs/wk

GREGORY HABIB

DIRECTOR

Board

2 hrs/wk

SCOTT HOWELL

DIRECTOR

Board

2 hrs/wk

DEON JACKSON JR

DIRECTOR

Board

2 hrs/wk

FRANCIS JOHNSON

DIRECTOR

Board

2 hrs/wk

JULIE KORNAHRENS

DIRECTOR

Board

2 hrs/wk

TODD LANT

DIRECTOR

Board

2 hrs/wk

MARK LATTANZIO

DIRECTOR

Board

2 hrs/wk

KATIE MCCRAVY

DIRECTOR

Board

2 hrs/wk

LAUREN NILAN

DIRECTOR

Board

2 hrs/wk

REV MARION PLATT

DIRECTOR

Board

2 hrs/wk

CASSANDRA PRICE

DIRECTOR

Board

2 hrs/wk

MICHAEL SCARAFILE

DIRECTOR

Board

2 hrs/wk

GEONA SHAW JOHNSON

DIRECTOR

Board

2 hrs/wk

MELANIE STITH

DIRECTOR

Board

2 hrs/wk

RICHARD WARING

DIRECTOR

Board

2 hrs/wk

FRANCES WELCH

DIRECTOR

Board

2 hrs/wk

JEREMY WILLITS

DIRECTOR

Board

2 hrs/wk

STUART E WOODCOCK

DIRECTOR

Board

2 hrs/wk

DAVID ZAAS

DIRECTOR

Board

2 hrs/wk

WILLIAM ZOBEL

DIRECTOR

Board

2 hrs/wk

NATASHA CHATMAN

DIRECTOR

Board

2 hrs/wk

MARK LEWIS

BOARD CHAIR

Board

5 hrs/wk

BARBARA MELVIN

BOARD CHAIR ELECT

Board

5 hrs/wk

WENDY KOPP

ADVANCEMENT COMMITTEE CHAIR

Board

5 hrs/wk

MICHAEL SAMUEL

CAMPAIGN CABINET CHAIR

Board

5 hrs/wk

CHRISTOPHER GLENN

AUDIT COMMITTEE CHAIR

Board

5 hrs/wk

JENNIFER BROWN

AFRICAN AMERICAN LEADERSHIP COUNCIL CHAIR

Board

5 hrs/wk

COURTNEY HOWARD

COMMUNITY IMPACT COMMITTEE CHAIR

Board

5 hrs/wk

BOB LOWE

FINANCE CHAIR

Board

5 hrs/wk

BRENDA SZYMANOWSKI

INVESTMENT COMMITTEE CHAIR

Board

5 hrs/wk

PETER LAMOTTE

MARKETING & COMMUNICATIONS CHAIR

Board

5 hrs/wk

DUSTI ANNAN

WOMEN UNITED CHAIR

Board

5 hrs/wk

CATHARINE ALMQUIST

DIRECTOR

Board

2 hrs/wk

TRAVIS FRANK

YOUNG LEADERS UNITED CHAIR

Board

5 hrs/wk

RITA BERRY

DIRECTOR

Board

2 hrs/wk

PJ BROWNING

DIRECTOR

Board

2 hrs/wk

ERIC CRAINE

DIRECTOR

Board

2 hrs/wk

DAN CURIA

DIRECTOR

Board

2 hrs/wk

CHRISTINE BOUDOLF

VP COMM & VOL ENGAGEMENT

Staff

$111K

50 hrs/wk

CATHERINE EASLEY

ASSOC VP OF COMMUNITY IMPACT

Staff

$106K

50 hrs/wk

Independent contractors

TOTAL COMFORT SOLUTIONS

HVAC SERVICES

$424K

ESYSTEMS SOLUTIONS LLC

INFORMATION TECHNOLOGY SERVICES

$188K

Grants received

Showing 200 of 307

FromAmountPurposeYear
$190K
OPERATIONAL SUPPORT
2024
$120K
SOCIAL SERVICES
2024
$38K
DONOR DESIGNATED FOR GENERAL SUPPORT
2024
$25K
PHILANTHROPY
2024
$17K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$16K
DONOR DESIGNATION, PROGRAM GRANTS
2024
$13K
COMMUNITY & HUMAN SERVICES
2024
$10K
COMMUNITY SUPPORT
2024
$10K
ANNUAL COMMUNITY CAMPAIGN
2024
$10K
SUPPORT FOR TOCQUEVILLE SOCIETY BACK TO SCHOOL DRIVE
2024
$10K
GENERAL OPERATION
2024
$7K
GENERAL SUPPORT
2024
$7K
COMMUNITY DEVELOPMENT
2024
$6K
DONOR DIRECTED DESIGNATIONS
2024
$2K
GENERAL OPERATING PURPOSE
2024
$256K
OPERATIONAL SUPPORT
2023
$117K
For grant recipient's exempt purposes
2023
$100K
SOCIAL SERVICES
2023
$76K
PUBLIC, SOCIETAL BENEFIT
2023
$44K
DONOR DESIGNATED FOR GENERAL SUPPORT
2023
$37K
CHARITABLE DONATION
2023
$35K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$20K
GENERAL CHARITABLE OPERATIONS
2023
$20K
GENERAL SUPPORT
2023
$17K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$16K
PUBLIC, SOCIETAL BENEFIT
2023
$15K
RESOURCE CONNECTION CENTERS
2023
$15K
GENERAL SUPPORT
2023
$13K
DONOR DESIGNATION
2023
$13K
GENERAL SUPPORT
2023
$10K
ANNUAL COMMUNITY CAMPAIGN
2023
$10K
SUPPORT FOR BACKPACK DRIVE
2023
$10K
GENERAL OPERATION
2023
$10K
TOCQUEVILLE SOCIETY
2023
$8K
DONOR DESIGNATION
2023
$8K
HEALTHY INDIVIDUALS AND COMMUNITIES
2023
$5K
PROGRAM/OPERATING SUPPORT
2023
$2K
PROGRAM SERVICES, SOCIAL SERVICES
2023
$1K
GENERAL SUPPORT
2023
$820
PROGRAM/OPERATING SUPPORT
2023
$660
PROGRAM/OPERATING SUPPORT
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$410
PROGRAM/OPERATING SUPPORT
2023
$330
PROGRAM/OPERATING SUPPORT
2023
$330
PROGRAM/OPERATING SUPPORT
2023
$330
PROGRAM/OPERATING SUPPORT
2023
$330
PROGRAM/OPERATING SUPPORT
2023
$330
PROGRAM/OPERATING SUPPORT
2023
$330
PROGRAM/OPERATING SUPPORT
2023
$265
PROGRAM/OPERATING SUPPORT
2023
$260
GENERAL OPERATING PURPOSE
2023
$33
MATCHING GIFTS
2023
$993K
OPERATIONAL SUPPORT
2022
$145K
For grant recipient's exempt purposes
2022
$122K
HUMAN NEEDS GRANT
2022
$110K
2022 CORPORATE CONTRIBUTION
2022
$100K
To help education, financial stability and health in Berkeley, Charleston and Dorchester counties.
2022
$54K
CHARITABLE DONATION
2022
$50K
General & Unrestricted
2022
$47K
DONOR DESIGNATED FOR GENERAL SUPPORT
2022
$45K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$44K
GENERAL SUPPORT
2022
$36K
PUBLIC, SOCIETAL BENEFIT
2022
$20K
Mission Support
2022
$20K
GENERAL
2022
$20K
GENERAL OPERATING
2022
$16K
DONOR DESIGNATION
2022
$16K
PUBLIC, SOCIETAL BENEFIT
2022
$15K
GENERAL SUPPORT
2022
$10K
ANNUAL COMMUNITY CAMPAIGN
2022
$10K
PROGRAM/OPERATING SUPPORT
2022
$10K
TOCQUEVILLE SOCIETY
2022
$10K
GENERAL OPERATION
2022
$7K
DONOR DESIGNATIONS
2022
$7K
TO IMPROVE EDUCATION, FINANCIAL STABILITY, AND HEALTH OF ALL INDIVIDUALS
2022
$6K
DONOR DIRECTED DESIGNATIONS
2022
$2K
PROGRAM SERVICES, SOCIAL SERVICES
2022
$2K
PAYROLL DEDUCTION MATCH GRANT
2022
$1K
PAYROLL DEDUCTION MATCH GRANT
2022
$1K
PAYROLL DEDUCTION MATCH GRANT
2022
$1K
PAYROLL DEDUCTION MATCH GRANT
2022
$1K
PAYROLL DEDUCTION MATCH GRANT
2022
$1K
PAYROLL DEDUCTION MATCH GRANT
2022
$1K
GENERAL SUPPORT
2022
$917
PAYROLL DEDUCTION MATCH GRANT
2022
$720
PAYROLL DEDUCTION MATCH GRANT
2022
$668
PAYROLL DEDUCTION MATCH GRANT
2022
$654
PAYROLL DEDUCTION MATCH GRANT
2022
$637
PAYROLL DEDUCTION MATCH GRANT
2022
$631
PAYROLL DEDUCTION MATCH GRANT
2022
$500
PROGRAM/OPERATING SUPPORT
2022
$414
PAYROLL DEDUCTION MATCH GRANT
2022
$410
PROGRAM/OPERATING SUPPORT
2022
$410
PROGRAM/OPERATING SUPPORT
2022
$410
PROGRAM/OPERATING SUPPORT
2022
$410
PROGRAM/OPERATING SUPPORT
2022
$410
PROGRAM/OPERATING SUPPORT
2022
$410
PROGRAM/OPERATING SUPPORT
2022
$410
PROGRAM/OPERATING SUPPORT
2022
$410
PROGRAM/OPERATING SUPPORT
2022
$370
PROGRAM/OPERATING SUPPORT
2022
$330
PROGRAM/OPERATING SUPPORT
2022
$305
PROGRAM/OPERATING SUPPORT
2022
$182
PAYROLL DEDUCTION MATCH GRANT
2022
$142
PAYROLL DEDUCTION MATCH GRANT
2022
$142
PAYROLL DEDUCTION MATCH GRANT
2022
$142
PAYROLL DEDUCTION MATCH GRANT
2022
$137
PAYROLL DEDUCTION MATCH GRANT
2022
$126
PAYROLL DEDUCTION MATCH GRANT
2022
$105
PAYROLL DEDUCTION MATCH GRANT
2022
$98
MATCHING GIFT
2022
$73
PAYROLL DEDUCTION MATCH GRANT
2022
$73
PAYROLL DEDUCTION MATCH GRANT
2022
$71
PAYROLL DEDUCTION MATCH GRANT
2022
$70
PAYROLL DEDUCTION MATCH GRANT
2022
$70
PAYROLL DEDUCTION MATCH GRANT
2022
$61
PAYROLL DEDUCTION MATCH GRANT
2022
$207K
For grant recipient's exempt purposes
2021
$207K
For grant recipient's exempt purposes
2021
$100K
To improve educational outcomes for all students, financial stability and health for all individuals.
2021
$63K
For recipient's exempt purpose
2021
$52K
PUBLIC, SOCIETAL BENEFIT
2021
$35K
DONOR DESIGNATED FOR GENERAL SUPPORT
2021
$31K
CHARITABLE DONATION
2021
$31K
CHARITABLE DONATION
2021
$25K
UNRESTRICTED GENERAL
2021
$25K
GENERAL
2021
$16K
PUBLIC, SOCIETAL BENEFIT
2021
$13K
DONOR DESIGNATION PR
2021
$11K
GENERAL OPERATIONAL SUPPORT
2021
$10K
GENERAL OPERATION
2021
$10K
ANNUAL COMMUNITY CAMPAIGN
2021
$10K
TOCQUEVILLE SOCIETY
2021
$3K
MATCHING GIFTS PROGRAM
2021
$2K
To assist in this non-profit's mission in providing building blocks to a good life-education,financial stability, and health.
2021
$997
MATCHING GIFTS PROGRAM
2021
$918
MATCHING GIFTS PROGRAM
2021
$765
MATCHING GIFTS PROGRAM
2021
$761
MATCHING GIFTS PROGRAM
2021
$737
MATCHING GIFTS PROGRAM
2021
$713
MATCHING GIFTS PROGRAM
2021
$711
MATCHING GIFTS PROGRAM
2021
$681
MATCHING GIFTS PROGRAM
2021
$671
MATCHING GIFTS PROGRAM
2021
$617
MATCHING GIFTS PROGRAM
2021
$297
MATCHING GIFTS PROGRAM
2021
$97
MATCHING GIFTS PROGRAM
2021
$87
MATCHING GIFTS PROGRAM
2021
$76
MATCHING GIFTS PROGRAM
2021
$71
MATCHING GIFTS PROGRAM
2021
$71
MATCHING GIFTS PROGRAM
2021
$71
MATCHING GIFTS PROGRAM
2021
$70
MATCHING GIFTS PROGRAM
2021
$70
MATCHING GIFTS PROGRAM
2021
$70
MATCHING GIFTS PROGRAM
2021
$48
MATCHING GIFTS PROGRAM
2021
$226K
CHARITABLE SUPPORT
2020

Funded by

$7.4M from 67 funders · 307 grants · 2017–2024

United Way Association Of South

$1.6M · 4 grants · 2020–2024

Fidelity Investments Charitable Gift Fund

$1.2M · 7 grants · 2018–2023

Coastal Community Foundation Of South

$892K · 6 grants · 2018–2024

Donor Advised Charitable Giving Inc

$320K · 7 grants · 2017–2023

Charities Aid Foundation America

$267K · 7 grants · 2019–2023

Dominion Energy Charitable Foundation

$235K · 3 grants · 2020–2023

Siemer Institute

$220K · 2 grants · 2023–2024

Kelly Family Foundation

$200K · 2 grants · 2021–2022

Details

EIN570314378
NTEE codeT70
Subsection03
Ruling date2005-01
Formed1944
Employees60
Volunteers3602
TRIDENT UNITED WAY INC — Mission, Financials & Grants Received | Grantivo