Tuw impact 2015 nocrops

GIVE. ADVOCATE. VOLUNTEER.

2015 IMPACT REPORT

Trident United Way

DERRICK ALSTON

The Sky’s No Limit for Derrick Alston Derrick Alston was third in his high school class, graduated with honors and is now a Sergeant in the U.S. Air Force. Growing up in a neighborhood with negative influences of drugs and violence, Derrick needed an outlet to stay on the right track.

He discovered Trident United Way and its partner, South Santee Community Center, and participated in the Tomorrow’s Generation After School Program, a safe, productive and structured environment for at-risk students that promotes academic success and high school graduation. He became a tutor and a mentor to younger students, which provided him with a road map to life’s opportunities.

Through this program, he was motivated to become a role model and excel in school, graduating third in his class.

Trident United Way has invested in this program for decades because it provides the tools for students to graduate high school and achieve success in life.

Following high school graduation, Derrick attended college at Winthrop University and majored in computer science. A happily married family man with two kids, he serves his country in the U.S. Air Force. When reflecting on his experience, Derrick said, “It made me the man that I am today.”

Trident United Way

OUR MISSION Trident United Way is a catalyst for measurable community transformation through collective impact in education, financial stability and health.

OUR VISION 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 life.

Trident United Way 6296 Rivers Avenue North Charleston, SC 29406 www.tuw.org

LETTER FROM BOARD CHAIR 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

100 % 100% of your donation directed to TRIDENT UNITED WAY STAYS LOCAL AND HELPS PEOPLE.

0% of your donation GOES TO FUNDRAISING AND ADMINISTRATIVE COSTS OR GOES TO NATIONAL HEADQUARTERS

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

DELIVERING REAL RESULTS 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%

89% 73% 57%

$

of Links to Success students maintained adequate attendance (fewer than 10 absences per semester) of Links to Success students maintained or increased positive behavior of Links to Success students maintained grade level performance in reading of students reading below grade level improved their proficiency to grade level

FINANCIAL STABILITY

80%

25.8% 984

increase in individuals demonstrating increased knowledge in basic skills and financial education classes increase in the number of individuals gainfully employed individuals reported obtaining employment and/or completing work readiness classes

INCREASING ACCESS TO CARE

77%

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 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

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

FY 2013–2014 | page 3

HOW YOU FIT IN There 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.

28,731

6,689

DONORS LIKE YOU

DAY OF CARING VOLUNTEERS

45 BOARD MEMBERS

$11,704,113 TOTAL RAISED

215

CORPORATIONS AND COMPANIES SUPPORTING THROUGH CAMPAIGNS*

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

81 2-1-1 VOLUNTEERS

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

FY 2013–2014 | page 4

$ A BETTER WAY TO HELP FAMILIES ESCAPE POVERTY Years 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

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 6

568 individuals increased their education level through enrollment in GED, WORK KEYS AND TECHNICAL CERTIFICATION PROVIDED BY TRIDENT UNITED WAY AND ITS PARTNERS.

FY 2013–2014 | page 7

ALL DONORS SHARE IN TRIDENT UNITED WAY’S ACCOMPLISHMENTS Trident 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.

$11,704,113 TOTAL REVENUE & INCOME Campaign $8,464,790

Grants $645,302

Investment & Other $1,288,715

Combined Federal Campaign Giving $1,305,306

$10,834,534 TOTAL EXPENSES & DONOR DIRECTED GIFTS Program Services $6,790,362 Goes directly towards the mission of TUW.

Fundraising & Admin $1,657,434 A small portion of funds raised is directed towards operating costs.

Donor Directed Giving $2,386,738 Specific giving directed by donors to other non-profits. *Positive net income a result of unanticipated investment gains.

FY 2013–2014 | page 8

GIVE. ADVOCATE. VOLUNTEER.

10,266

individuals

HAVE INCREASED THEIR ACCESS TO

PRIMARY AND SPECIALTY HEALTH CARE SERVICES through AccessHealth and other funded partners

FY 2013–2014 | page 9

Trident United Way

$

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

“

“

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

--Cathy Easley, Trident United Way

984 INDIVIDUALS obtained employment and/or completed work readiness classes on the pathway to employment

FY 2013–2014 | page 11

YOUR DONATIONS AT WORK Facilitating 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 PARTNERS

EDUCATION FUNDED PARTNERS

Berkeley Mental Health Center Charleston County School District Charleston Dorchester Mental Health Center Charleston Volunteers for Literacy/Reading Partners Communities in Schools of the Charleston Area, Inc. Dee Norton Lowcountry Children’s Center Dorchester Children’s Center Healing Species Junior Achievement of Coastal SC Lowcountry Food Bank Tricounty Family Ministries WINGS for Kids, Inc.

Carolina Youth Development Center Child Care Resource & Referral Dee Norton Lowcountry Children’s Center Dorchester Children’s Center Florence Crittenton MUSC Foundation Metanoia St. James South Santee Senior & Community Center

FINANCIAL

PROSPERITY CENTER FUNDED PARTNERS

Connecting the Community 24%

Alston Wilkes Society Family Services, Inc. Palmetto Goodwill* Trident Literacy Association

FINANCIAL STABILITY FUNDED PARTNERS Alston Wilkes Society The Benefit Bank of South Carolina Berkeley Seniors, Inc. Crisis Ministries Dorchester Seniors, Inc. East Cooper Community Outreach Family Services, Inc. Helping Hands Of Goose Creek Lowcountry Food Bank, Inc. Metanoia St. James South Santee Senior & Community Center The Salvation Army Tricounty Family Ministries Trident Literacy Association Our Lady of Mercy Community Outreach Services, Inc.

COMMUNITY

CONNECTING THE COMMUNITY

Strengthening Partnerships, Improving Systems, Building Capacity 24%

Health 4%

Financial Stability 21%

Education 27%

2013–2014 PROGRAM SERVICES $6,790,362

2-1-1 Hotline Day of Caring Women’s Leadership Council Young Philanthropists Society

EDUCATION $1,847,516 FINANCIAL STABILITY $1,458,696

HEALTH

HEALTH FUNDED PARTNERS

HEALTH $284,000

AccessHealth TriCounty Network The Benefit Bank of South Carolina East Cooper Community Outreach Lowcountry AIDS Services, Inc. MUSC Foundation Tri County Project Care, Inc. Tricounty Family Ministries

CONVENING AND INTEGRATION $1,590,954 CONNECTING THE COMMUNITY $1,609,196 FY 2013–2014 | page 12

WHAT LIES AHEAD 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.

BRINGING ORGANIZATIONS TOGETHER TO SOLVE COMMUNITY PROBLEMS Trident United Way employs the process depicted here to lead partnerships that effect positive community change.

PARTNER ORGANIZATIONS

Disciplined continuous improvement Conduct a project with deliverables and measurables

How Could We?

ISSUE TO BE ADDRESSED

Identify the right people who want to address the issue

Identify and prioritize catalytic projects

Establish and build trusting relationships

Create a current and future state picture

Gather and understand the data

*Image adopted from Tri-County Cradle to Career’s Tri-County Regional Improvement Process.

FY 2013–2014 | page 13

Trident United Way

STATEMENT OF ACTIVITIES Year Ended June 30, 2015 TRIDENT UNITED WAY STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30, 2014

PUBLIC SUPPORT AND REVENUE Campaign revenue for current year Total current year campaign contributions Less donor designations Less provision for uncollectible Net Campaign revenue for current year Fall Campaign for next year Social Innovation Board contributions Grants and contracts Other contributions Designations from other United Ways Service fees Rental income Investment income Miscellaneous income Campaign contributions released from restrictions Social Innovation Board released from restrictions Grant funds released from restrictions TOTAL PUBLIC SUPPORT AND REVENUE EXPENSES Program Services Community investment Education Financial stability Health Connecting the community Total Program Services Supporting Services General and administrative Building expenses Fundraising Total support services TOTAL EXPENSES INCREASE (DECREASE) IN NET ASSETS Net Assets at Beginning of Year NET ASSETS AT END OF YEAR

Temporarily Restricted

Unrestricted

$

235,134 (235,134) 405,302 82,321 21,960 5,040 167,881 1,008,972 2,812 7,961,018 263,942 240,000 10,159,248

$

4,484,322 573,980 435,375 144,565 1,152,120 6,790,362 279,034 98,628 1,279,772 1,657,434 8,447,796 1,711,452 11,445,614 $ 13,157,066

9,452,715 (2,151,604) (594,267) 6,706,844 97,233 475,000 240,000 6,214 (7,930,018) (263,942) (240,000) (908,669)

Permanently Restricted

$

-

$

(908,669) 5,079,941 4,171,272

$

97,796 (31,000) 66,796

Total

$

9,687,849 (2,386,738) (594,267) 6,706,844 97,233 475,000 645,302 82,321 21,960 5,040 167,881 1,112,982 2,812 9,317,375

-

4,484,322 573,980 435,375 144,565 1,152,120 6,790,362

66,796 552,613 619,409

279,034 98,628 1,279,772 1,657,434 8,447,796 869,579 17,078,168 $ 17,947,747

FY 2013–2014 | page 14

Trident United Way

STATEMENT OF FINANCIAL POSITION Year Ended June 30, 2015 TRIDENT UNITED WAY STATEMENT OF FINANCIAL POSITION AS OF JUNE 30, 2014

ASSETS Current Assets Cash and cash equivalents Short term investments Accounts receivable Unconditional promises to give: Trident United Way Campaign (net of allowance $672,997) Other Pledge Receivables Combined Federal Campaign (net of allowance of $104,424) Unconditional promises to give: Prepaid expenses Total Current Assets Property, Plant and Equipment Land Building and improvements Equipment and software Vehicle Accumulated depreciation Total Property, Plant and Equipment Long Term Assets: Investments TOTAL ASSETS LIABILITIES AND NET ASSETS LIABILITIES Current Liabilities Accounts payable Compensated absences Deferred compensation Employer retirement plan liability Campaign designations payable: Total Current Liabilities NET ASSETS Undesignated Designated by governing board Total Unrestricted Temporarily restricted Permanently restricted TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS

Unrestricted

$

1,929,631 818,811 31,885

Temporarily Restricted

$

380,046 -

Permanently Restricted

$

-

Total

$

2,309,677 818,811 31,885

-

3,271,811 410,980

-

3,271,811 410,980

133,813 2,914,140

631,849 4,314,640 4,694,686

-

631,849 4,314,640 133,813 7,608,826

-

-

490,000 2,014,677 264,642 29,000 (926,226) 1,872,093

490,000 2,014,677 264,642 29,000 (926,226) 1,872,093 8,742,313 $ 13,528,546

$

$

$

39,085 95,795 218,955 17,645 371,480

4,270,385 8,886,681 13,157,066 13,157,066 $ 13,528,546

$

43,435 4,738,121

4,730 562,119 566,849 4,171,272 4,171,272 4,738,121

$

$

$

619,409 619,409

619,409 619,409 619,409

9,405,157 $ 18,886,076

$

43,815 95,795 218,955 17,645 562,119 938,329

4,270,385 8,886,681 13,157,066 4,171,272 619,409 17,947,747 $ 18,886,076

FY 2013–2014 | page 15

$

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

BENEFACTORS These 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.

GOLD Adams Outdoor Advertising Boeing South Carolina Chernoff Newman Cummins, Inc. Hagemeyer North America KapStone Charleston Kraft, LLC Local Edge MWV Corporation Nucor The Post and Courier Publix Super Markets, Inc. Roper St. Francis Healthcare Santee Cooper SCANA Corporation Showa Denko Carbon, Inc. South Carolina Federal Credit Union South State Bank Jerry (obm) & Anita Zucker & The InterTech Group, Inc.

SILVER AT&T Aspire2 Consulting Bank of America Clear Channel Communications of Charleston Heritage Trust Federal Credit Union South Carolina Ports Authority Southern Wesleyan University Trident Health

BRONZE BP Chemical Company, Cooper River Plant The Bank of South Carolina The Beach Company Dixon Hughes Goodman LLP The Kickin’ Chicken Palmetto Behavioral Health Regions Bank Sweet CeCe’s Cafe Solvay TD Bank UniMedia

LOANED EXECUTIVES Charleston Water System Cummins, 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.

Join us in creating

BOLD COMMUNITY CHANGE

Trident United Way 6296 Rivers Avenue North Charleston, SC 29406 www.tuw.org CHARLESTON OFFICE: 843.740.9000 BERKELEY PROSPERITY CENTER: 843.761.6033 DORCHESTER PROSPERITY CENTER: 843.282.6294 2-1-1 HOTLINE: DIAL 2-1-1