Trident United Way
10 See inside back cover for photo identification.
Cycle of Success: Trident United Way focuses on education, financial stability and health: areas that work together to ensure a stable life. A strong presence in each of these areas is vital to support thriving individuals and communities. As our neighborsâ€™ needs are met in one area, they gain momentum to propel themselves forward in other areas. Trident United Way is proud to be a catalyst in the path to progress.
DEAR FRIENDS, We love where we live, and we know you do too. Our beautiful and vibrant Tri-County region is continually ranked as one of the top places to live year after year. The Tri-County has been ranked as the 12th fastest-growing metro area in the U.S. in the most recent census estimates. While that brings substantial opportunities, it can also create substantial need as we try to ensure every resident has access to quality education and healthcare and the tools needed to lead financially stable lives. In the 2016-2017 fiscal year, more than 33,500 of you chose to LIVE UNITED® together by investing your time, talent and treasure in Trident United Way. That investment translated to more than 150,000 lives being changed. Because of you, we are impacting approximately 1,100 children through innovative teacher training in the inaugural year of the Tri-County Reading by Third Project. Because of you, we were able to serve more than 2,000 individuals at the Berkeley and Dorchester Prosperity Centers to meet them where they are and assist them on the path to financial stability in the 2016-2017 fiscal year. And because of you, we’ve successfully launched Healthy Tri-County, alongside our core hospital partners. Members from 52 organizations are actively developing a Tri-County Health Improvement Plan that will be implemented over the next five years (2018-2023). As you read through this impact report, you’ll see how – through collective impact – we’ve leveraged your dollars to make the most difference in the community you call home. Because of you, we are working to create bold community change and keep the Tri-County one of the best places to live in America. Thank you for your trust in us,
Christopher Kerrigan President & CEO Trident United Way
COLLECTIVE IMPACT is an innovative and structured
P.J. Browning Board Chair Trident United Way
approach to making collaboration work through government, business, philanthropy, nonprofit organizations and engaged citizens to achieve significant and lasting social change. Trident United Way applies the discipline of collective impact by acting as the backbone organization for initiatives in education, financial stability and health. There are five key conditions that produce true collaboration and alignment leading to powerful results:
A “BACKBONE” COORDINATING ORGANIZATIONS
OPEN AND CONTINUOUS COMMUNICATIONS
A COMMON AGENDA FOR CHANGE
COLLECTIVE IMPACT 2 SHARED MEASUREMENT FOR DATA & RESULTS
3 MUTUALLY REINFORCING ACTIVITIES
IN THE HEART OF YOUR NEIGHBORHOOD & ACROSS THE TRI-COUNTY TUW FUNDED PROGRAMS AND PARTNERS
4,814 CHILDREN received services to support their education through seven Trident United Way funded partner programs.
2,642 PARENTS participated in programs to support their studentsâ€™ education through seven Trident United Way funded partner programs.
299 individuals obtained employment through five Trident United Way funded partner programs.
616 clients received a total of 1,406 employment support services at the Berkeley and Dorchester Prosperity Centers.
7,205 individuals received health services
through eight Trident United Way funded partner programs.
3,328 individuals were connected with coordinated or specialty care through eight Trident United Way funded partner programs.
2016â€“2017 Fiscal Year
YOUR INVESTMENT MATTERS TUW SPONSORED COMMUNITY TOOLS AND SYSTEMS SC THRIVE–THE BENEFIT BANK The Benefit Bank is a web-based system that allows counselors to help clients apply for multiple resources during a single interview.
2,320 FREE state and federal tax returns filed in the Tri-County.
estimated in refunds through filings at Trident United Way affiliated tax sites.
2-1-1 HELPLINE A one-stop resource for finding assistance in the Tri-County area
19,122 calls 32,810 referrals
applications for works support and benefits completed through The Benefit Bank application tool.
CharityTracker A TUW-sponsored system offered free to partners to coordinate services between providers
2H -1-1 ELPLIN
298 organizations using CharityTrackerTM $1,267,416 in monetary assistance 15,263 households with a total of 30,905 members were assisted
Top Caller Need: utility assistance
Trident United Way’s AmeriCorps program assists in meeting basic needs and increasing financial literacy throughout the Tri-County region. AmeriCorps members build capacity for the organizations they work with to provide financial stability services directly to clients.
2016–2017 Fiscal Year
UNITED, WE GIVE CHILDREN THE SUPPORT
“They like the fact that they can read, especially the kindergarten kids. They say it – ‘I can read!!’ when they know a new word. It’s amazing. They love it.” – Rendy Yates, Teacher at Clay Hill Elementary
Scan the QR code with your phone or visit tuw.org/rendys-story to read Rendy’s story.
THEY NEED TO SUCCEED IN SCHOOL AND BEYOND Trident United Way formally launched the Tri-County Reading by Third Project in August 2017. TUW has committed up to $1.5 Million to local school districts over a three-year period to bring innovative teacher training to pilot classrooms in pre-kindergarten through second grade.
(Left to Right): John Read (TCCC), Deon Jackson (BCSD), Chris Kerrigan (TUW), Dr. Gerrita Postlewait (CCSD), Joe Pye (DD2), Dr. Morris Ravenell (DD4), Amanda Lawrence (TUW), Kate Buckholz (TUW)
TUW works to raise early childhood literacy rates because a strong correlation exists between success in third grade and high school graduation rates. In 2016, only 52% of third graders in the Tri-County region were reading at grade level at the end of the school year.
TRI-COUNTY READING BY THIRD PROJECT
UNIV. OF FLORIDA LASTINGER INSTITUTE TRAINING
12 schools in four school districts
Evidence-based model of teaching and learning literacy
Focusing on pre-k through second grade teachers and learners
Reinforces an individualized model over teaching to the classroom
Approximately 100 teachers received training from the University of Florida Lastinger Institute during the pilotâ€™s inaugural year.
Designed to meet students where they are on their path to literacy
Approximately 1,100 students will be impacted during the inaugural year of the project.
UF Lastinger Center team provided teacher training in August 2017 and January 2018. It will continue to provide coaching sessions and support to participating teachers.
Data sharing agreements allow comparisons across groups of students at different points in their school careers and will augment understanding of how individualized learning supports students over time through third grade.
UNITED, WE WORK TO BREAK THE PATH AHEAD FOR FINANCIAL STABILITY In the 2017-2018 fiscal year, Trident United Way began convening a core group of financial stability continuum partners working in workforce training, financial education/personal finance, colleges/tech schools, work supports and free tax preparation.
FISCAL YEAR 2016-17 TUW conducted a thorough evaluation of the Berkeley & Dorchester Prosperity Centers.
TUW broadened scope of financial stability work to support existing workforce development efforts.
TUW hosted a community conversation at each of the Berkeley and Dorchester Prosperity Centers to gather grassroots feedback.
TUW convened key financial stability continuum partner meetings (Listen & Learns) for opportunities to collaborate.
TUW will report its findings and recommendations for validation by potential implementation partners.
2016â€“2017 PROSPERITY CENTER IMPACT 1,963 Unique Clients Received 5,062 Financial Stability Services: Basic Needs/Stabilization
Building Basic Skills
Tools and Technology Access
Increase Income, Savings and Gain Assets
The Berkeley and Dorchester Prosperity Centers are one-stop shops where individuals may gain access to services along a continuum that addresses basic needs, increases basic skills, income and savings.
THE CYCLES OF POVERTY “I thought I had gotten as much out of AmeriCorps as I could at the end of the first year but I was wrong. I honed my leadership skills that second year and I see myself taking more initiative to serve as a resource to others now.” – Sara Elledge, TUW AmeriCorps Alumna
Scan the QR code with your phone or visit tuw.org/saras-story to read Sara’s story.
UNITED, WE HELP PEOPLE FROM ALL
“It was reassuring to look at all the players at the [Healthy Tri-County] table. It showed that there are a lot of people that are serious about this. You have CEOs of hospitals, law enforcement, school board members, government – these are the decision makers in the community. To see who actually shows up is a telltale sign of if this thing has the horsepower to move forward and it does.” – Taylor Lee, Director, Lowcountry Region, DHEC
Scan the QR code with your phone or visit tuw.org/taylors-story to read Taylor’s story.
WALKS OF LIFE LIVE HEALTHIER HEALTHY TRI-COUNTY Healthy Tri-County was formally launched in January 2017 as a multi-sector regional initiative to improve health outcomes in Berkeley, Charleston and Dorchester counties. The initiative, led by MUSC Health, Roper St. Francis and Trident United Way, is currently composed of 52 members. Born out of the 2016 Community Health Needs Assessment conducted by Healthy Tri-Countyâ€™s three core partners, a workgroup of 52 organizations is currently developing the Tri-County Health Improvement Plan. The five-year plan (2018-2023) will provide a roadmap for improving health outcomes in the Tri-County region.
DEVELOPING A PLAN 79 individuals representing 52 organizations have participated in planning meetings 54,120 volunteer hours 36 working meetings $1.3 Million estimated value of time contributed by workgroup participants* *Hours of Meetings x Instances of People Attending = Hours; Hours x value of volunteer hour based on 2016 Independent Sector estimate
Members of the Healthy Tri-County Core Partner Team (L to R): Anton Gunn (MUSC), Mark Dickson (RSF), Tara Tsehlana (RSF), Kimberly Butler-Willis (RSF), Kellye McKenzie (TUW), Renee Linyard-Gary (AccessHealth/RSF)
TRI-COUNTY DIABETES COALITION Developed from key findings in the Community Health Needs Assessment, the Tri-County Diabetes Coalition is comprised of 23 members from healthcare, community organizations, faith-based groups and local government. The goals of the Tri-County Diabetes Coalition are to: 1. Increase education about prediabetes and diabetes among the entire Tri-County community. 2. Raise awareness of the risks associated with diabetes and preventive steps. 3. Reduce rates of prediabetes and type 2 diabetes among residents in the Tri-County region.
WE USE EVERY HAND YOU OFFER STRATEGIC VOLUNTEER ENGAGEMENT During the 2016-2017 fiscal year, TUW recruited nearly 6,000 volunteers to make bold community change! Day of Caring: 5,550+ TUW Committee/Council/Board: 182 General Volunteer: 282
VOLUNTEER MATCHING SYSTEM
Trident United Way began offering companies the opportunity for year-round engagement projects in January 2017. A total of 41 projects have been completed by 28 different companies to date.
Employees from Volvo collected school supplies for Cross Elementary and donated them through TUW’s Back to School Supply Drive.
TRIDENT UNITED WAY’S 17TH ANNUAL DAY OF CARING 133
28,249 volunteer hours $305,890 estimated value of time
contributed to Day of Caring Volunteers from TEKsystems pose for a photo after completing their project at Joseph Pye Elementary on the 17th annual Day of Caring.
*Calculated using the median hourly wage for type of work performed less supervisory costs.
A Day of Caring volunteer from Trident Health brightens up the sign outside Summerville Elementary School.
Alcami’s Brian Bodi assists during a Charleston Habitat for Humanity build during TUW’s October volunteer engagement event.
2016–2017 Fiscal Year
TO MAKE COMMUNITY CHANGE 2016–2019 FUNDING CYCLE Trident United Way works to maximize the impact of our donors’ investments in our community. Our collaborative initiatives, as well as our funding partnerships, focus on providing opportunities for quality education, financial stability and health. Our donors’ investments continue to impact thousands of Tri-County residents through services provided by 24 partner organizations. See p.13 for a list of 2016-2019 funded partners.
COMMUNITY ENGAGEMENT GRANTS
Youth Empowerment Services received funding from Trident United Way for its Dream Girls Conference as part of the Community Engagement Grants. April 2017.
In addition to program investments, Trident United Way began piloting Community Engagement Grants in its 2016-2019 funding cycle. Community Engagement Grants are smaller, time-limited grants aimed at building engagement and awareness for the purpose of advancing the organizations’ work in education, financial stability and health. Berkeley County First Steps Bradley Blake Foundation Charleston Pro Bono Legal Services Charleston Promise Neighborhood Children in Crisis of Dorchester County Habitat for Humanity of Berkeley County Help Me Grow Lowcountry Food Bank Mental Health Heroes Palmetto Warrior Connection PASOs Reading Partners Trident Literacy Association Youth Empowerment Services
OUTCOMES 110 agencies received effective community engagement practices toolkit and training.
5,540 individuals received education, financial stability and health-related services at grant-funded activities.
$50,000 allocated to 14 agencies: six agencies received TUW funding for the first time.
*denotes first-time Trident United Way funding awardees
2016–2017 Fiscal Year
EVERY DOLLAR: YOUR INVESTMENT MATTERS Throughout the 2016-2017 fiscal year, Trident United Way mobilized more than $11 Million of your investments to make real impact in our community through a combination of program investments, integrated community systems and collective impact grants. The 2016-2017 fiscal year was the first in a three-year funding cycle. Program investment decisions are made by the Trident United Way Board of Directors at the recommendation of a committee of community volunteers.
TOTAL REVENUE & INCOME $11,156,083*
TOTAL EXPENSES & DONOR-DIRECTED DESIGNATIONS $9,440,809
12% 16% 9% 6%
PROGRAM SERVICES $5,693,191* Goes directly towards the mission of TUW
INVESTMENT & OTHER $1,380,691
DONOR-DIRECTED GIVING $1,519,804 Specific gifts directed by donors to other nonprofits
COMBINED FEDERAL CAMPAIGN GIVING $1,005,367
SUPPORTING SERVICES $2,227,814 Fundraising $1,690,926 General and Administrative $332,984 Building expenses $203,904
GRANTS $631,854 *Surplus funds increased TUW Investments.
*Program services detailed by impact area provided on p.13.
2016â€“2017 Fiscal Year
COMMUNITY INVESTMENTS Trident United Way works to maximize the impact of your investments in our community. Our collaborative initiatives, as well as our funding agreements with partner organizations, focus on providing opportunities for quality education, financial stability and health. Your gifts helped thousands of Tri-County residents through 24 partner organizations operating 33 programs in the 2016–2017 fiscal year.
Carolina Youth Development Center Charleston County School District – Adult Education Charleston Promise Neighborhood Communities in Schools of the Charleston Area Metanoia Reading Partners WINGS for Kids
Tri-County Cradle to Career Collaborative Kindergarten Readiness Network
LINKS TO SUCCESS PARTNERS
AmeriCorps Berkeley Community Mental Health Center Charleston Dorchester Mental Health Center Lowcountry Food Bank
PROSPERITY CENTER PARTNERS
*staffing support **facilities
INTEGRATED COMMUNITY SERVICES
CharityTrackerTM SafetyNet Assistance Network SC Thrive – The Benefit Bank
Guiding Team for Health
3,000,000 2,500,000 2,000,000
CONNECTING THE COMMUNITY
2-1-1 Helpline Community Engagement Grants Day of Caring Strategic Volunteer Engagement Capacity building systems, tools and trainings
1,500,000 1,000,000 500,000
CROSS-CUTTING STRATEGY SUPPORTS
Charleston Promise Neighborhood Children in Crisis of Dorchester County Dee Norton Child Advocacy Center East Cooper Community Outreach Florence Crittenton Programs of SC Lowcountry AIDS Services Lowcountry Food Bank Our Lady of Mercy Community Outreach Services Tricounty Family Ministries
Capacity-building systems, tools and trainings 3-Year Investments to Funded Partners Public Policy Social Solutions – Efforts to Outcomes
2016–2017 Fiscal Year
CROSS-CUTTING STRATEGY SUPPORT $776,210
Berkeley Seniors Dorchester Seniors Habitat for Humanity Berkeley County Helping Hands of Goose Creek Lowcountry Food Bank Metanoia One80Place Origin SC Palmetto Warrior Connection Tricounty Family Ministries
CONNECTING THE COMMUNITY $826,942
AmeriCorps* Origin SC Palmetto Goodwill**
FINANCIAL STABILITY $1,746,748
PROGRAM SERVICES $5,693,191
Statement of Activities
TRIDENT UNITED WAY PUBLIC SUPPORT AND REVENUE Campaign Revenue - Current Year Total current year campaign contributions Less donor designations Less provision for uncollectible
Net Campaign Revenue - Current Year Fall Campaign for Next Year Social Innovation Board Contributions Grants and Contracts Other Contributions Service Fees Rental Income Investment Income Contributions released from restriction
TOTAL PUBLIC SUPPORT AND REVENUE EXPENSES Program Services Community Investment Health Education Financial Stability Connecting the Community Total Program Services Supporting Services General and administrative Building expenses Fundraising Total Support Services TOTAL EXPENSES INCREASE (DECREASE) IN NET ASSETS
Year Ended June 30, 2017
422,152 (422,152) -
TEMPORARILY RESTRICTED $
9,168,813 (1,097,652) (531,822)
PERMANENTLY RESTRICTED $ -
- - - 589,854 143,052 79,098 217,270 905,557 7,553,544
7,539,339 5,297 42,000 - 30,000 - - 13,269 (7,522,637)
- - - - - - - 71,543 (30,907)
7,539,339 5,297 42,000 589,854 173,052 79,098 217,270 990,369 -
776,210 1,136,191 1,207,100 1,746,748 826,942 5,693,191
332,984 203,904 1,690,926 2,227,814 7,921,005 1,567,370
- - - - - 107,268
Net Assets at Beginning of Year
NET ASSETS AT END OF YEAR
- - - - - -
- - - - - -
776,210 1,136,191 1,207,100 1,746,748 826,942 5,693,191
- - - - - 40,636
332,984 203,904 1,690,926 2,227,814 7,921,005 1,715,274
“Trident United Way’s core values of accountability, excellence and integrity are evident when looking at the organization’s independently audited financial statements. I am proud to be associated with this organization and know that donors and grantors can have confidence in the dollars they invest here.”
-Ken Smith, TUW Finance Committee
$ 9,590,965 (1,519,804) (531,822)
Statement of Financial Position
TRIDENT UNITED WAY ASSETS Current Assets Cash and cash equivalents Short term investments Accounts receivable Unconditional promises to give: Trident United Way Campaign (net of allowance of $603,333) Other Pledge Receivables Combined Federal Campaign (net of allowance of $68,735) Unconditional promises to give: Prepaid expenses Total Current Assets Property, Plant and Equipment Land Building and improvements Equipment and software Accumulated depreciation Total Property, Plant and Equipment Long Term Assets: Investments TOTAL ASSETS LIABILITIES AND NET ASSETS LIABILITIES Current Liabilities Accounts payable Payroll liabilities Deferred compensation Campaign designations payable Total Current Liabilities NET ASSETS Unrestricted Undesignated Designated by governing board Total Unrestricted Temporarily restricted Permanently restricted TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS
As of June 30, 2017
3,000,055 389,588 84,643
- 25,095 -
3,266,446 425,128 84,643
- 1,504,153 153,303 5,131,742
473,124 2,850,393 - 3,127,229
- - - 25,095
473,124 4,354,546 153,303 8,284,066
- - - - -
490,000 2,312,182 241,180 (1,323,468) 1,719,894
490,000 2,312,182 241,180 (1,323,468) 1,719,894
266,391 10,445 -
184,781 166,800 364,588 - 716,169
6,531,198 9,586,659 16,117,857 - - 16,117,857 16,834,026
- - - - -
- - - 388,263 388,263
- - - 2,841,265 - 2,841,265 3,229,528
- - - - -
- - - - 607,687 607,687 607,687
184,781 166,800 364,588 388,263 1,104,432
6,531,198 9,586,659 16,117,857 2,841,265 607,687 19,566,809 20,671,241
Trident United Way thanks these companies and individuals for stepping up beyond the bounds of traditional giving in 2017-2018 and supporting TUWâ€™s special events and activities.
GOLD Adams Outdoor Advertising Anita Zucker & The InterTech Group, Inc. The Boeing Company BP Chemical Company, Cooper River Plant Chernoff Newman Ingevity Medical University of South Carolina Nucor The Post and Courier Publix Super Markets, Inc. Select Health of South Carolina SCE&G South State Bank
SILVER Albany International South Carolina Ports Authority Trident Health
BRONZE The Bank of South Carolina BB&T CresCom Bank Jones Ford Graphic Design by Corie Hipp, The Corinne Company Impact Story Photography by Paul Cheney, Paul Cheney Photography
SPECIAL THANKS TO OUR LOANED EXECUTIVE PROVIDER AND SPONSOR Santee Cooper
Photos #1-10 on inside front cover. 1. Women United members at a Habitat for Humanity build 2. Treal Ravenel, TUW Board member Anita Zucker, Teresa Vaughn at Women United Luncheon 3. Trident United Way’s Lyndsey Marchman and United Way Association of South Carolina’s Rashaunda Grant assist in a community poverty simulation 4. Mercedes-Benz Vans employees give back at the Lowcountry Food Bank through a week of service, organized by TUW 5. Stephen Brisben of SC Ports Authority helps three year-olds build a castle at W.B. Goodwin Elementary on Day of Caring 6. Current loaned executive Donald Tompkins and former loaned executive and current Santee Cooper employee George Rheubottom 7. TUW staff Melissa Britton and Amanda Sito serve meals at Tricounty Family Ministries along with Cummins interns in a TUW-organized volunteer opportunity. 8. TUW African-American Leadership Council President Vanessa Turner Maybank reads to pre-k children at Burns Elementary 9. AmeriCorps members Sherri Waldon, Denise Henderson and Shanez Scott at 7th annual Bags of Joy 10. AmeriCorps member Fanessa Roundtree packs a bag of hygiene items at the annual Bags of Joy event 11. Pre-k children from Burns Elementary look over their new books they received from the TUW AALC Book Drive. 12. TUW Campaign Officer Kari Hardman 13. Dr. Reshma Khan (center) and her colleagues celebrate her “Nonprofit Leader of the Year” award at the Women United luncheon 14. Santee Cooper’s Sammie Taylor III and TUW’s Kristin Raymond pack breakfast at Lowcountry Food Bank 15. TUW VP of Resource Development Caroline Byrd and MUSC’s Cory Robinson at YPS Breakfast 16. Publix employees organize the food pantry at Helping Hands of Goose Creek as part of a monthly TUW volunteer event 17. Shawnda Stark from Eaton Aerospace reads to kindergarteners at Mary Ford Elementary 18. SCE&G employees collect supplies for Dorchester Children’s Center at a campaign kickoff 19. Members from South State Bank volunteer at Lowcountry Food Bank through a TUW opportunity
Trident United Way
NON-PROFIT ORGANIZATION US POSTAGE PAID CHARLESTON, SC PERMIT NO. 181
6296 Rivers Avenue North Charleston, SC 29406 www.tuw.org
@TridentUWay @TridentUnitedWay Trident United Way
Trident United Way is a catalyst for measurable community transformation through collective impact in education, financial stability and health.
Our 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 of life.
ADMINISTRATIVE OFFICE: (843) 740-9000
BERKELEY PROSPERITY CENTER: (843) 761-6033
DIAL 2-1-1 24/7/365 FOR LOCAL RESOURCES
DORCHESTER PROSPERITY CENTER: (843) 282-6294