2015 IMPACT REPORT

Trident United Way

GIVE. ADVOCATE. VOLUNTEER.

Trident United Way6296 Rivers Avenue

North Charleston, SC 29406www.tuw.org

OUR MISSIONTrident United Way is a catalyst for measurable community transformation

through collective impact in education, financial stability and health.

OUR VISIONOur tri-county region is extraordinary!

It is engaged, inclusive and thriving, and demands a high-quality educational system and economic conditions to eliminate the cycle of poverty, inspire

graduation and foster lifelong good health. All residents achieve their highest potential. Individuals, organizations and institutions are aligned and commit

their human and financial resources to ensure this quality life.

Trident United Way

If you’ve been around as long as I have, you remember the old days, now long gone, when United Way was a charity fundraiser. It came to your workplace once-a-year asking for a donation and allocated its donations to other agencies. And that was the last we heard from our United Way until the next year.

Today I am proud to say, Trident United Way is so much more. It mobilizes and aligns the human and financial resources, along with many partners, to solve our most critical problems in education, financial stability and health. For that reason it’s important that our United Way report to us on its progress.

There are many ways to keep up with Trident United Way’s work:

• Read the monthly email newsletters. • Follow us on Facebook, Twitter, Pinterest or Instagram. • Check the website for new information. • Read the op-eds staff write in the Post and Courier.

To make it even easier, Trident United Way provides us with this Impact Report for the 2013-2014 fiscal year. It documents how your contribution and mine are being invested in our community and how it is helping our neighbors who need support as they strive to improve their lives.

Thank you for Living United by supporting Trident United Way.

Bruce W. Hoffman 2015 Board Chair, Trident United Way Vice President – Operations Services, KapStone Paper

LETTER FROM BOARD CHAIR

100%

Thanks to seven corporate partners and the Trident United Way Endowment Fund.

0% of your donation

GOES TO FUNDRAISING AND ADMINISTRATIVE COSTSOR GOES TO NATIONAL HEADQUARTERS

100% of your donation directed to TRIDENT UNITED WAY STAYS LOCAL

AND HELPS PEOPLE.

GUARANTEED.

FY 2013–2014 | page 3

Your investment reached thousands of individuals and families. Although it would be nearly impossible to truly account for all the ways you and others have helped, here are a few highlights of what your contribution was able to do.

EDUCATION

87% of Links to Success students maintained adequate attendance (fewer than 10 absences per semester)

89% of Links to Success students maintained or increased positive behavior

73% of Links to Success students maintained grade level performance in reading

57% of students reading below grade level improved their proficiency to grade level

80% increase in individuals demonstrating increased knowledge in basic skills and financial education classes

25.8% increase in the number of individuals gainfully employed

984 individuals reported obtaining employment and/or completing work readiness classes

77% of clients demonstrate understanding of the importance of regular primary care to maintain health as evidenced by self-report on pre- and post-tests

77% of clients demonstrate an understanding of the importance of their prescribed medication and service

10,266 individuals increased their access to primary and specialty health care services

$FINANCIAL STABILITY

CONNECTING THE COMMUNITY

64.7% increase in the number of companies that participate in Day of Caring volunteer projects strategically focused on education, financial stability and health

INCREASING ACCESS TO CARE

DELIVERING REAL RESULTS

FY 2013–2014 | page 4

HOW YOU FIT INThere is a place for everyone in the Trident United Way family, whether you want to contribute money, volunteer your time and expertise, advocate for important causes, or any combination of the three. In 2013-2014, tens of thousands of us came together to effect lasting change in our neighbors’ lives.

*For a complete list of corporate supporters, please visit www.tuw.org.

$11,704,113TOTAL RAISED

28,731DONORS LIKE YOU

45BOARD MEMBERS

215 CORPORATIONS AND

COMPANIES SUPPORTING THROUGH CAMPAIGNS*

812-1-1 VOLUNTEERS

45,716CALLS ANSWERED BY THE 2-1-1 HOTLINE

6,689DAY OF CARING VOLUNTEERS

FY 2013–2014 | page 5

A BETTER WAY TO HELP FAMILIES ESCAPE POVERTYYears ago, if your family was in need, there would have been dozens of providers across the Lowcountry available to help you. Each worked on its own, disconnected from all the others. Nothing you did at one site would have been known to any other. Any further assistance would have required the initiative of the intake specialist and a series of phone calls.

In 2008, Trident United Way and the Human Needs Network implemented CharityTracker, a web-based system that is utilized for shared case-management among basic needs providers. Trident United Way has partnered with over 270 agencies, churches and faith-based organizations to train their staff and volunteers to utilize CharityTracker. These organizations are now better aligned and integrated to reduce duplication and document progress as clients move from crisis to stability to self-sustainability.

“As a community, we now provide services to people in need and people seeking to move out of poverty much more efficiently and effectively,” said Cathy Easley, Trident United Way’s director of integrated community services, who helped shepherd CharityTracker’s success.

Moving people to financial stability and then to self-sufficiency requires more than food aid, so Easley organized providers to meet regularly for networking and training. With attendance topping 100 each time, local providers now know what other services are available and how best to access them.

Allison Herrin, executive director of Maia Moms, which offers educational and other services to help single mothers achieve sustainability, says her organization was able to introduce itself to the non-profit community through these meetings and find collaborative partners that are critical to the success of her clients.

“The networking has been very helpful,” she said. “It’s steered us away from providing services that others are already doing well.”

FY 2013–2014 | page 5

$

FY 2013–2014 | page 6FY 2013–2014 | page 6

JA-REASE SKINNER Ja-Rease Has an Outstanding Future Ahead of Him

Ja-Rease Skinner is a gentleman and a scholar. The sixth-grader looks you in the eye, shakes your hand and answers your questions in full sentences. It makes his mom proud.

Three years ago, Ja-Rease made his mom worry. He was acting out and falling behind in school. He began services through Links to Success at Memminger Elementary School, where Trident United Way brings together multiple providers to help students facing academic, social and behavioral challenges.

Site coordinator Raymond Nelson says Ja-Rease had the opportunity to take field trips that opened his eyes to life’s possibilities. A trip to a fishing tournament has led Ja-Rease to an enduring love of fishing.

As a result of a team of school and community partners working together, Ja-Rease has flourished. He’s reading at grade level now, participating in leadership programs and setting an example for his three younger siblings at home. “He’s come a long way,” says his mother, Adgrain. “I’m so proud.” She says Ja-Rease reads to his brother and sisters and makes sure they behave.

Adgrain has a dream for her son – that he enters the military and graduates college. And with him as a role model, she sees good things for his siblings too.

FY 2013–2014 | page 7

GED, WORK KEYS AND TECHNICAL CERTIFICATION PROVIDED BY TRIDENT UNITED WAY AND ITS PARTNERS.

FY 2013–2014 | page 7

568individuals increased their education level

through enrollment in

FY 2013–2014 | page 8

ALL DONORS SHARE IN TRIDENT UNITED WAY’S ACCOMPLISHMENTSTrident United Way mobilizes resources to change people’s lives in the Lowcountry. One of those is financial resources. Trident United Way relied on donors like you to help raise $11,704,113 in 2013-2014. These funds were invested strategically in education, financial stability and health programs and initiatives to produce the greatest impact in the community.

Fundraising is not the work Trident United Way does, but the work wouldn’t get done without it. Thank you for your ongoing commitment to Trident United Way.

$10,834,534 TOTAL EXPENSES & DONOR DIRECTED GIFTS

$11,704,113 TOTAL REVENUE & INCOME

Donor Directed Giving $2,386,738

Specific giving directed by do-nors to other non-profits.

Grants $645,302

Investment & Other $1,288,715

Combined Federal Campaign Giving $1,305,306

Campaign $8,464,790

Fundraising & Admin $1,657,434

A small portion of funds raised is directed towards operating costs.

Program Services $6,790,362

Goes directly towards the mission of TUW.

*Positive net income a result of unanticipated investment gains.

FY 2013–2014 | page 9

PRIMARY AND SPECIALTYINCREASED THEIR ACCESS TOHAVE

HEALTH CARE SERVICES

10,266 individuals

Trident United Way

GIVE. ADVOCATE. VOLUNTEER.

through AccessHealth and other funded partners

FY 2013–2014 | page 10

SHARI CHAVEZ With a Little Help, Shari Avoided Homelessness

When her spouse of 11 years left, Shari was forced to start over with the very real threat of homelessness. Instead of giving in to this devastation, Shari made the commitment to educate herself and find stability for herself and her son, Kyle, who was in his second year at the University of South Carolina.

Trident United Way coordinates numerous efforts supporting financial stability, including its one-stop-shopping Prosperity Centers; a CharityTracker system, which weaves together providers of basic needs to create a more efficient and effective system of service delivery; and its work providing free tax preparation to area residents.

Shari participated in The Getting Ahead Family program at East Cooper Community Outreach (ECCO), a Trident United Way funded partner and a participant in the CharityTracker system. Focusing on financial education classes, Shari developed a business plan to move out of poverty, participated in mock interviews, and received resume assistance to assist her in reaching her goal of financial stability.

Shari was working six jobs at-a-time before she earned her current full-time employment with benefits at Daniel Island Real Estate, and Kyle is graduating in May from University of South Carolina and headed to graduate school.

“The workshop gave me the skills and tools to increase my income and survive,” Shari said.

Djuanna Brockington, Director of Empowerment at ECCO, said, “Ultimately, the goal of this workshop is to teach participants how to plan for a future that will lead to economic independence.”

For Shari, the workshop provided more than just knowledge and resources. “It gave me my self-worth and confidence back. I’ve been in survival mode for so long, and it gave me strength and hope that I needed to cope.”

Now Shari shares her story in hopes of letting others know about all of the resources offered in the community that she was unaware of until she needed them.

“Some people think charity is a hand out,” Shari said. “For me, Trident United Way and its partners gave me a hand up to be able to survive and make it on my own.”

FY 2013–2014 | page 10

$

FY 2013–2014 | page 11

984 INDIVIDUALS

“

“

As a community, we now provide services to people in need much more efficiently and effectively.

--Cathy Easley, Trident United Way

obtained employment and/or completed work readiness classes

on the pathway to employment

FY 2013–2014 | page 12

YOUR DONATIONS AT WORKFacilitating collaborations among service providers is the key work Trident United Way engages in to achieve measurable change in people’s lives. By building partnerships around common goals and shared measurements, Trident United Way can multiply the impact any one organization can have. These 35 agencies are operating 50 programs with Trident United Way financial support and technical guidance.

EDUCATION LINKS TO SUCCESS FUNDED PARTNERSBerkeley Mental Health CenterCharleston County School DistrictCharleston Dorchester Mental Health CenterCharleston Volunteers for Literacy/Reading PartnersCommunities in Schools of the Charleston Area, Inc.Dee Norton Lowcountry Children’s CenterDorchester Children’s CenterHealing SpeciesJunior Achievement of Coastal SCLowcountry Food BankTricounty Family MinistriesWINGS for Kids, Inc.

EDUCATION FUNDED PARTNERSCarolina Youth Development CenterChild Care Resource & ReferralDee Norton Lowcountry Children’s CenterDorchester Children’s CenterFlorence CrittentonMUSC FoundationMetanoiaSt. James South Santee Senior & Community Center

FINANCIAL PROSPERITY CENTER FUNDED PARTNERSAlston Wilkes SocietyFamily Services, Inc.Palmetto Goodwill*Trident Literacy Association

FINANCIAL STABILITY FUNDED PARTNERSAlston Wilkes SocietyThe Benefit Bank of South CarolinaBerkeley Seniors, Inc.Crisis MinistriesDorchester Seniors, Inc.East Cooper Community OutreachFamily Services, Inc.Helping Hands Of Goose CreekLowcountry Food Bank, Inc.MetanoiaSt. James South Santee Senior & Community CenterThe Salvation ArmyTricounty Family MinistriesTrident Literacy AssociationOur Lady of Mercy Community Outreach Services, Inc.

HEALTH HEALTH FUNDED PARTNERSAccessHealth TriCounty NetworkThe Benefit Bank of South CarolinaEast Cooper Community OutreachLowcountry AIDS Services, Inc.MUSC FoundationTri County Project Care, Inc.Tricounty Family Ministries

2013–2014 PROGRAM SERVICES $6,790,362 COMMUNITY CONNECTING THE COMMUNITY

2-1-1 HotlineDay of CaringWomen’s Leadership CouncilYoung Philanthropists Society

CONVENING AND INTEGRATION $1,590,954

HEALTH $284,000

CONNECTING THE COMMUNITY $1,609,196

EDUCATION $1,847,516

FINANCIAL STABILITY $1,458,696

Education 27%

Health 4%

Strengthening Partnerships,

Improving Systems, Building Capacity

24%

Connecting the Community

24%

Financial Stability 21%

FY 2013–2014 | page 13

ISSUE TO BE ADDRESSED

HowCould We?

Identify the right people who want

to address the issue

Establish andbuild trustingrelationships

Conduct aproject with deliverables

and measurables

Identify andprioritize

catalytic projects

Gather andunderstand

the data

Disciplinedcontinuous

improvement

Create acurrent andfuture state

picture

PARTNERORGANIZATIONS

WHAT LIES AHEAD

BRINGING ORGANIZATIONS TOGETHER TO SOLVE COMMUNITY PROBLEMS

Being on the cutting-edge of strategic philanthropy means Trident United Way must evolve continually. As the organization pushes forward with the collective impact model of collaboration – in which partners share goals, measurements, and ongoing communication to reinforce each other’s activities – the need for a strategic learning and evaluation system increases.

With the support of its Social Innovation Board, and working with an international firm, Trident United Way has embarked on a process that allows it and its partners to more formally employ data in decision-making and work collectively to develop strategies and evaluate results. Improved information and execution will be a key ingredient in efforts to achieve effective, community-wide impact.

Trident United Way employs the process depicted here to lead partnerships that effect positive community change.

*Image adopted from Tri-County Cradle to Career’s

Tri-County Regional Improvement Process.

STATEMENT OF ACTIVITIESYear Ended June 30, 2015

Trident United Way

FY 2013–2014 | page 14

See accompanying notes and independent auditors report.  4  

 

 

   

Temporarily PermanentlyUnrestricted Restricted Restricted Total

PUBLIC SUPPORT AND REVENUE Campaign revenue for current year Total current year campaign contributions 235,134$ 9,452,715$ -$ 9,687,849$ Less donor designations (235,134) (2,151,604) - (2,386,738) Less provision for uncollectible - (594,267) - (594,267) Net Campaign revenue for current year - 6,706,844 - 6,706,844 Fall Campaign for next year - 97,233 - 97,233 Social Innovation Board contributions - 475,000 - 475,000 Grants and contracts 405,302 240,000 - 645,302 Other contributions 82,321 - - 82,321 Designations from other United Ways 21,960 - - 21,960 Service fees 5,040 - - 5,040 Rental income 167,881 - - 167,881 Investment income 1,008,972 6,214 97,796 1,112,982 Miscellaneous income 2,812 - - 2,812 Campaign contributions released from restrictions 7,961,018 (7,930,018) (31,000) - Social Innovation Board released from restrictions 263,942 (263,942) - - Grant funds released from restrictions 240,000 (240,000) - - TOTAL PUBLIC SUPPORT AND REVENUE 10,159,248 (908,669) 66,796 9,317,375

EXPENSES Program Services Community investment 4,484,322 - - 4,484,322 Education 573,980 - - 573,980 Financial stability 435,375 - - 435,375 Health 144,565 - - 144,565 Connecting the community 1,152,120 - - 1,152,120 Total Program Services 6,790,362 - - 6,790,362 Supporting Services General and administrative 279,034 - - 279,034 Building expenses 98,628 - - 98,628 Fundraising 1,279,772 - - 1,279,772 Total support services 1,657,434 - - 1,657,434 TOTAL EXPENSES 8,447,796 - - 8,447,796 INCREASE (DECREASE) IN NET ASSETS 1,711,452 (908,669) 66,796 869,579 Net Assets at Beginning of Year 11,445,614 5,079,941 552,613 17,078,168 NET ASSETS AT END OF YEAR 13,157,066$ 4,171,272$ 619,409$ 17,947,747$

TRIDENT UNITED WAYSTATEMENT OF ACTIVITIESYEAR ENDED JUNE 30, 2014

STATEMENT OF FINANCIAL POSITIONYear Ended June 30, 2015

Trident United Way

FY 2013–2014 | page 15

See accompanying notes and independent auditors report.  2  

 

 

TRIDENT UNITED WAYSTATEMENT OF FINANCIAL POSITION

AS OF JUNE 30, 2014

Temporarily PermanentlyUnrestricted Restricted Restricted Total

ASSETS Current Assets Cash and cash equivalents 1,929,631$ 380,046$ -$ 2,309,677$ Short term investments 818,811 - - 818,811 Accounts receivable 31,885 - - 31,885 Unconditional promises to give: Trident United Way Campaign (net of allowance $672,997) - 3,271,811 - 3,271,811 Other Pledge Receivables 410,980 410,980 Combined Federal Campaign (net of allowance of $104,424) - 631,849 - 631,849 Unconditional promises to give: - 4,314,640 - 4,314,640 Prepaid expenses 133,813 - - 133,813 Total Current Assets 2,914,140 4,694,686 - 7,608,826 Property, Plant and Equipment Land 490,000 - - 490,000 Building and improvements 2,014,677 - - 2,014,677 Equipment and software 264,642 - - 264,642 Vehicle 29,000 - - 29,000 Accumulated depreciation (926,226) - - (926,226) Total Property, Plant and Equipment 1,872,093 - - 1,872,093 Long Term Assets:Investments 8,742,313 43,435 619,409 9,405,157 TOTAL ASSETS 13,528,546$ 4,738,121$ 619,409$ 18,886,076$LIABILITIES AND NET ASSETS LIABILITIES Current Liabilities Accounts payable 39,085$ 4,730$ -$ 43,815$ Compensated absences 95,795 - - 95,795 Deferred compensation 218,955 - - 218,955 Employer retirement plan liability 17,645 - - 17,645 Campaign designations payable: - 562,119 - 562,119 Total Current Liabilities 371,480 566,849 - 938,329 NET ASSETS Undesignated 4,270,385 - - 4,270,385 Designated by governing board 8,886,681 - - 8,886,681 Total Unrestricted 13,157,066 - - 13,157,066 Temporarily restricted - 4,171,272 - 4,171,272 Permanently restricted - - 619,409 619,409 TOTAL NET ASSETS 13,157,066 4,171,272 619,409 17,947,747 TOTAL LIABILITIES AND NET ASSETS 13,528,546$ 4,738,121$ 619,409$ 18,886,076$

APRIL ZIMMERMAN Collective Action Helped April and Gabrielle Get on the Right Path

April Zimmerman and her daughter Gabrielle have come a very long way with a little bit of help from you. April has earned her high school diploma and is enrolling in college. After a rough start, Gabrielle is on track for success in Kindergarten.

Not long ago, despite working full-time, April struggled with the stress of economic hardship, which led to behavior problems for Gabrielle. April realized she needed to get her daughter help while pursuing an education that would lead to increased financial independence and allow her to serve as a role model to Gabrielle.

Through Trident United Way’s Links to Success initiative at Goodwin Elementary School April received emergency assistance from Tricounty Family Ministries. Meanwhile, Gabrielle brings home nutritious food for the weekend through the Lowcountry Food Bank’s Backpack Buddies program. These services have helped to stabilize their home life and allowed mother and daughter to learn and grow.

April earned graduation recognition and plans to pursue a career in the medical field. In the meantime, she uses her story to encourage other parents and her own daughter. “Don’t ever give up,” she says. “United Way supports a lot of resources for people in need.”

FY 2013–2014 | page 16

$

BENEFACTORSThese companies and individuals have taken a step beyond the bounds of traditional giving and contributed a single, comprehensive gift in support of Trident United Way’s special events and activities.

GOLDAdams Outdoor AdvertisingBoeing South CarolinaChernoff NewmanCummins, Inc.Hagemeyer North AmericaKapStone Charleston Kraft, LLCLocal EdgeMWV CorporationNucorThe Post and CourierPublix Super Markets, Inc.Roper St. Francis HealthcareSantee CooperSCANA CorporationShowa Denko Carbon, Inc.South Carolina Federal Credit UnionSouth State BankJerry (obm) & Anita Zucker & The InterTech Group, Inc.

SILVERAT&TAspire2 ConsultingBank of AmericaClear Channel Communications of CharlestonHeritage Trust Federal Credit UnionSouth Carolina Ports AuthoritySouthern Wesleyan UniversityTrident Health

BRONZEBP Chemical Company, Cooper River PlantThe Bank of South CarolinaThe Beach CompanyDixon Hughes Goodman LLPThe Kickin’ ChickenPalmetto Behavioral HealthRegions BankSweet CeCe’s CafeSolvayTD BankUniMedia

LOANED EXECUTIVESCharleston Water SystemCummins, Inc.Santee Cooper

SADE MAJOR With Your Help, She’s Earning and Saving

Sade Major is earning a living and in control of her spending, which is important with two young children and a fiancé who is injured and temporarily out of work. It wasn’t always that way. Before Sade met Trident United Way’s AmeriCorps member through the Links to Success initiative at her son’s school, she needed help finding a job in a tough job market.

Besides that, she admits, “when I have money it burns a hole in my pocket.”

But Sade is a good student. From the AmeriCorps member she learned how to write a resume, balance her bills and do a job search, which led to a position at the Hyatt on Ashley Phosphate Road. “I was so ecstatic when I got the job I called her right away,” she said. She also took a course on budgeting and learned about couponing.

Today, Sade is a savvy shopper. In 2014, she decided to avoid the Christmas shopping madness and celebrate the holiday in her household a little later, after everything the kids wanted was on sale. Now financially stable, Sade is thinking about bigger and better things, like a career and financial independence.

Trident United Way6296 Rivers Avenue

North Charleston, SC 29406www.tuw.org

CHARLESTON OFFICE: 843.740.9000BERKELEY PROSPERITY CENTER: 843.761.6033

DORCHESTER PROSPERITY CENTER: 843.282.62942-1-1 HOTLINE: DIAL 2-1-1

BOLD COMMUNITY CHANGE

Join us in creating