2014 Impact Report by Trident United Way

2014 IMPACT REPORT Together, we can create bold community change.

FY 2012â&#x20AC;&#x201C;2013 | page 1

FY 2012â&#x20AC;&#x201C;2013 | page 2

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.

FY 2012â&#x20AC;&#x201C;2013 | page 3

LETTER FROM BOARD CHAIR

100% 100% of your donation to trident united way stays local and helps people.

0% of your donation goes to fundraising and administrative costs, leaves the lowcountry, or goes to national headquarters

guaranteed.

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

In the healthcare world, we document everything we do. There’s a saying in this industry: “If you didn’t chart it, you didn’t do it.” In hospitals, we track outcomes–how our patients do–and get rated on the results. We all want human service charities to operate in the same way. As donors, we want to know that the efforts we’re funding are producing positive results in people’s lives. One reason I am proud to serve as Board Chair of Trident United Way is that this organization believes in rigorous evaluation to measure its effectiveness, and then reports back to us, the donors. And so, I present to you Trident United Way’s Impact Report for 2013, which documents how OUR United Way is investing our contributions to strengthen Lowcountry community. Thank you for supporting our mission with your donation.

Todd Gallati Board Chair, Trident United Way President and CEO, Trident Health

YOU ARE PART OF SOMETHING BIGGER In 2012–2013, nearly 30,000 generous donors joined forces to create real, bold, long-lasting change. Because of YOU, our community is stronger, more students are excelling in school, more families are financially stable and more residents are living healthier lifestyles.

43,470

CALLS ANSWERED BY THE 2-1-1 HOTLINE

BOARD MEMBERS

27,395

FUNDED PROGRAMS

DONORS

412

9,400

CORPORATIONS AND COMPANIES SUPPORTING THROUGH CAMPAIGNS*

VOLUNTEERS

*For a complete list of corporate supporters, please visit www.tuw.org. FY 2012–2013 | page 5

TASHA, DESTINY & ZI’NESIA EDUCATION

Like many parents, Tasha Chandler drives her children to school every morning. But unlike most, she’s headed to class too. Tasha, a mother of two daughters attending Chicora Elementary School of Communications, completed her GED at Chicora in just a few months through Trident United Way’s Links to Success initiative. Today, Tasha is a Certified Nursing Assistant and is halfway through a two year program for Occupational Therapy. Tasha is committed to providing a better life for her daughters and herself. Tasha’s daughters, Destiny (10) and Zi’Nesia (7), are also benefiting from Links to Success by participating in programs that address academic, financial, and health issues facing students and their families. They’ve helped Destiny advance from struggling student to award-winner in academics and citizenship. FY 2012–2013 | page 6

TRIDENT UNITED WAY THANKS YOU Thanks to donors like you, Trident United Way was able to raise $13,042,532 in fiscal year 2012-2013. These funds strategically strengthened the work of some of the most effective agencies in our Lowcountry. We are particularly proud that 91% of the money raised from individuals came from renewed donors. WELCOME if you are a new donor to Trident United Way. WELCOME BACK if you are returning.

NEW DONORS $685,637

OTHER REVENUE $1,594,154

ADMIN AND FUNDRAISING $1,671,202

GRANT AND CONTRACTS $977,135

$13,042,532

$11,841,262*

PROGRAM SERVICES $7,473,983

CORPORATE GIFTS $2,622,000

DONOR DIRECTED GIVING $2,696,077 RENEWED DONORS $7,163,606

$13,042,532

$11,841,262*

TOTAL REVENUE & FUNDRAISING RESULTS

TOTAL EXPENSES & DONOR DIRECTED GIFTS

* Realized surplus to be applied to future community investments. FY 2012â&#x20AC;&#x201C;2013 | page 7

COMMUNITY INVESTMENTS One agency alone cannot transform our community. Real change requires us to work together with a single agenda toward the same goal. Trident United Way facilitates this type of collaboration and, in 2012–2013, supported more than 35 agencies running 50 programs through various supports, including: grants, infrastructure and guidance.

EDUCATION 9,575 Students & Adults Served

144 Child Care Centers Supported

LINKS TO SUCCESS FUNDED PARTNERS AmeriCorps Charleston County School District Charleston Dorchester Mental Health Center Charleston Volunteers for Literacy Communities in Schools of the Charleston Area, Inc. Dee Norton Lowcountry Children’s Center Dorchester Children’s Center

EDUCATION FUNDED PARTNERS Carolina Youth Development Center Child Care Resource & Referral Dee Norton Lowcountry Children’s Center Dorchester Children’s Center Florence Crittenton

FINANCIAL STABILITY 140,451 Individuals Served

HEALTH 7,887 Individuals Served

COMMUNITY

Dorchester 2 School District Healing Species Junior Achievement of Coastal SC Lowcountry Food Bank Tricounty Family Ministries Windwood Family Services Wings for Kids, Inc.

MUSC Foundation Metanoia St. James South Santee Senior & Community Center Windwood Family Services

PROSPERITY CENTER FUNDED PARTNERS Alston Wilkes Society AmeriCorps Family Services, Inc.

Palmetto Goodwill* Trident Literacy Association *cost sharing partner

Connecting the Community $1,436,891 19% Education $2,869,941 38%

Health $1,187,330 16%

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.

Financial Stability $1,979,821 27%

HEALTH FUNDED PARTNERS AccessHealth TriCounty Network The Benefit Bank of South Carolina East Cooper Community Outreach Lowcountry AIDS Services, Inc.

MUSC Foundation Palmetto Project Tri County Project Care, Inc. Tricounty Family Ministries

CONNECTING THE COMMUNITY 2-1-1 Hotline

Day of Caring 43,470 2-1-1 Calls 8,500 Day of Caring Volunteers 849 Affinity Group Members

Women’s Leadership Council Young Philanthropists Society

FY 2012–2013 | page 8

2012–2013 PROGRAM SERVICES $7,473,983

MICHELLE ARREDONDO FINANCIAL STABILITY

Michelle Arredondo, Executive Director of Helping Hands of Goose Creek, struggled with the process of applying for investments from Trident United Way. “Taking the step to outcomes and measures was intimidating. I fought it with every breath I took.” She reluctantly persisted because the $40,000 investment was roughly 40% of her budget. It turned out to be much more than that. “By developing a logic model that described how we would help our clients move to the point where they don’t need us anymore, we had a template for other grants,” Arredondo said. “We were able to use that tool to attract $32,000 in new grants.” Helping Hands now has a new van, a revamped warehouse, and a new cooler and freezer to hold fresh, nutritious produce. Each has increased Helping Hands’ capacity and efficiency in helping Berkeley County residents in need move up the ladder to financial stability. The Benefit Bank of SC, a strategic partner of Trident United Way, works with Helping Hands to sign up clients for eligible benefits. And everyone who shops for food at the pantry takes a money management course taught by staff at Sun Trust Bank. “We see Helping Hands as the first stop on the road to self-sufficiency,” Arredondo said.

FY 2012–2013 | page 9

SHANTONE

FINANCIAL STABILITY When you meet Shantone, you might learn that he is 36 years old, enjoys working outdoors and is in the process of becoming “who he’s supposed to be in life.” What you might not realize is that his journey to get to where he is today was not an easy one. Shantone had a desire to contribute to society and turn his life around following a stint in prison. After his release in November, he sought out self-help information and employment opportunities at the Berkeley Prosperity Center, a partnership of Trident United Way, Goodwill Industries, Inc., and Family Services, Inc. At the beginning of his job search, he struggled to find work due to his criminal record. Shantone met with a counselor at the Prosperity Center and expressed his interest in working outdoors. The counselor was able to point him in the right direction and Shantone secured a job as a landscaper in Mount Pleasant just a few days after their meeting. “I heard the joy in his voice when he called to say he was hired,” said his counselor, Claritha Wade. Alston Wilkes Society helped him purchase work boots and pants, and Goodwill bought him a rain suit and work gloves. Shantone now has a desire to pay it forward and make a difference in the lives of others by being a mentor to local youth.

FY 2012–2013 | page 10

KEEP UP THE MOMENTUM Our community has already made progress toward the 2020 community goals established in 2010. We know that these goals are interdependent: healthy children living in financially stable homes are better able to succeed in school, which leads to better jobs, more financial resources and increased access to quality health care. The efforts of business, schools and government working together to date have resulted in the following progress toward the community’s 2020 goals:

EDUCATION1

Community Goal: 88% of students will graduate on time

68% Graduation Rate in 2010 78% Graduation Rate in 2013 WHY MEASURE THIS: Educational attainment is highly correlated with income and other important outcomes including increased quality of life, according to a 2012 report by the Hamilton Project. WHAT IT MEANS: The number of added students needing to graduate for an 88% graduation rate has declined from 1,360 to 661.

FINANCIAL STABILITY2

Community Goal: 30% of residents living in poverty will become financially stable

64.3 % of Residents were Financially Stable in 2010 65.3% of Residents were Financially Stable in 2012 WHY MEASURE THIS: Financial security is what moves families out of poverty and helps build their economic resilience when inevitable major expenses occur, according to a 2014 “Disrupting Poverty” report by the Paul Allen Family Foundation. WHAT IT MEANS: Despite the economic downturn and high unemployment, more residents are beginning to attain financial stability.

HEALTH3

Community Goal: 25% more residents will adopt a healthy lifestyle and reduce preventable conditions

32% of Residents Living a Healthy Lifestyle in 2010 35% of Residents Living a Healthy Lifestyle in 2012 WHY MEASURE THIS: Health and longevity are profoundly influenced by where and how Americans learn, work and play, according to a report by Robert Wood Johnson’s Commission to Build a Healthier America. WHAT IT MEANS: A cultural shift appears to be developing against smoking, sugary drinks and sedentary lifestyles and towards increased access to quality health care. Source 1: Determined on time graduation rate by SC District Report Cards (www.ed.sc.gov). Source 2: Determined by the US Census as the number of individuals for whom poverty status is determined that are below 200% of the poverty level (www.census.gov). Source 3: Determined by the number of residents in recommended range for BMI as measured by the Centers for Disease Control and Prevention (CDC), SC-Behavioral Risk Factor Surveillance Survey Data (BRFSS) (www.cdc.gov/brfss).

FY 2012–2013 | page 11

GIVE “Our parents taught us that only one decision to the left or right separates all of us from being in need, so we give with heads, hearts and hands.” —Willis Pugh Plant Manager Cummins Turbo Technologies

ADVOCATE “Civic engagement is more than volunteering. It’s about owning the whole issue.” —Dr. Conway Saylor

Director of Service Learning Citadel’s Krause Center for Leadership and Ethics

VOLUNTEER “We can be very isolated from what the needs really are. But I get to hear from people who really need the services.” —Cheryl Love Volunteer 2-1-1 Hotline FY 2012–2013 | page 12

LISA GETHARD HEALTH

When Lisa Gethard’s devastating pain and sickness became more than she could manage, she and her husband Scott had to quit their jobs to take care of her. “I had a high paying job and never thought something like this would happen to me” Lisa said. “It could happen to anyone.” Lisa’s recovery became the couple’s top priority. The threat of homelessness was becoming more real every day because she required constant care. Scott and Lisa turned to Trident United Way and its partners – East Cooper Community Outreach and the Lowcountry Food Bank – for both financial assistance and support with Lisa’s health. Lisa participated in a cooking class where she learned meal planning, budgeting and nutrition. She took yogic breathing classes that taught her exercises to lower blood pressure, destress and manage pain. She is now more independent, healthy and active, which has allowed Scott to return to work and restore their life on Daniel Island.

FY 2012–2013 | page 13

RETURN ON OUR INVESTMENT 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. YOUTH EDUCATION AND SOCIAL EMOTIONAL SUPPORT

649 898 1,906 2,406

students were paired with a mentor or tutor children and youth supported through intensive behavioral health supports children and youth experiencing abuse or neglect received trauma-focused treatment students supported through academic and social emotional programming

COORDINATION OF BASIC NEEDS

3,284 10,826 13,369

Benefit Bank applications were completed to stabilize families with an estimated value of $8,210,000 individuals received basic needs services and were provided or referred to basic skills/basic education classes households received assistance and referrals through CharityTracker totaling $1,216,265 (not including food, clothing, or furniture)

ADULT WORKFORCE AND EDUCATION SUPPORT

198 669 977 3,367 7,823

individuals reported obtaining employment individuals increased education level through enrollment in GED, Work Keys, technical certification or higher education degree increased employment skills individuals received credit repair services individuals participated in financial education and/or basic skills classes

INCREASING ACCESS TO CARE

8,942

individuals have increased their access to primary and specialty health care services FY 2012â&#x20AC;&#x201C;2013 | page 14

OUR FUTURE Living United has evolved. We do not just pool our money to fund individual efforts anymore. We ask our partners to pool their best practices, innovations and best people. We need everyone – businesses, schools, government, and nonprofits – to come to the table and, together, strategize how to address education, financial stability, and health. It is formally known as COLLECTIVE IMPACT.

INDIVIDUAL EFFORTS

COLLABORATION

COLLECTIVE IMPACT

Supporting this collective impact framework is rigorous and comprehensive evaluation. In 2013, the Social Innovation Board, a group of investors dedicated to seeking and advancing community-wide solutions, subsidized the adoption of a sophisticated evaluation system. In the future the new evaluation will allow Trident United Way to identify the most effective strategies in order to scale and accelerate their impact. Source: Strive ©2011

FY 2012–2013 | page 15

STATEMENT OF FINANCIAL POSITION as of June 30, 2013

TRIDENT UNITED WAY STATEMENT OF FINANCIAL POSITION AS OF JUNE 30, 2012

TRIDENT UNITED WAY STATEMENT OF FINANCIAL POSITION AS OF JUNE 30, 2013

ASSETS Current Assets Cash and cash equivalents Short term investments Accounts receivable Unconditional promises to give: Trident United Way Campaign (net of allowance of $719,987) Combined Federal Campaign (net of allowance of $145,297) 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 Payroll taxes payable Compensated absences Deferred compensation Employer retirement plan liability Campaign designations payable Deferred revenue 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

Temporarily Restricted

Unrestricted $

1,104,146 -

3,812,403

893,282 4,705,685 5,809,831

893,282 4,705,685 133,526 8,016,699

490,000 2,005,213 298,611 29,164 (838,015) 1,984,973

7,820,605 12,012,446

227,365 $ 24,191 98,897 202,898 13,481 566,832 3,427,266 8,018,348 11,445,614 11,445,614 12,012,446 $

20,047 5,829,878

12,209 $ 729,608 8,120 749,937 5,079,941 5,079,941 5,829,878

Total

1,172,235 $ 854,137 46,970

133,526 2,206,868

Permanently Restricted

552,613 552,613

552,613 552,613 552,613

2,276,381 854,137 46,970

8,393,265 18,394,937

239,574 24,191 98,897 202,898 13,481 729,608 8,120 1,316,769 3,427,266 8,018,348 11,445,614 5,079,941 552,613 17,078,168 18,394,937

ASSETS Current Assets Cash and cash equivalents Short term investments Accounts receivable Unconditional promises to give: Trident United Way Campaign (net of allowance of $726,061) Combined Federal Campaign (net of allowance of $119,897) Unconditional promises to give: Prepaid expenses Restricted Funds due to/from 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 Payroll taxes payable Compensated absences Deferred compensation Employer retirement plan liability Campaign designations payable Deferred revenue 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

Temporarily Restricted

Unrestricted $

1,921,369 942,879 52,921 127,106 (1,293,157) 1,751,118

499,766 -

Permanently Restricted $

2,421,135 942,879 52,921

3,472,996

653,230 4,126,226 1,293,157 5,919,149

653,230 4,126,226 127,106 7,670,267 490,000 1,908,959 227,206 29,164 (672,169) 1,983,160

490,000 1,908,959 227,206 29,164 (672,169) 1,983,160

6,904,341 10,638,619 $

18,194 5,937,343 $

525,706 525,706 $

7,448,241 17,101,668

139,651 $ 17,378 101,983 149,789 12,513 421,314

14,833 $ 672,373 116,250 803,456

154,484 17,378 101,983 149,789 12,513 672,373 116,250 1,224,770

2,855,895 7,361,410 10,217,305 10,217,305 10,638,619 $

5,133,887 5,133,887 5,937,343 $

525,706 525,706 525,706 $

2,855,895 7,361,410 10,217,305 5,133,887 525,706 15,876,898 17,101,668

FY 2012â&#x20AC;&#x201C;2013 | page 16 See accompanying notes and independent auditors' report

Total

See accompanying notes and independent auditors' report

STATEMENT OF FINANCIAL POSITION as of June 30, 2013

TRIDENT UNITED WAY STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30, 2012

TRIDENT UNITED WAY STATEMENT OF ACTIVITIES YEAR ENDED JUNE 30, 2013

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

Unrestricted $

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 IN NET ASSETS Net Assets at Beginning of Year Net transfers with current year adjustments NET ASSETS AT END OF YEAR

198,663 $ (198,663) 846,285 429,907 41,605 21,200 201,436 525,716 3,820 7,217,196 33,384 130,850 9,451,399

Temporarily Restricted 10,747,236 $ (2,497,414) (690,473) 7,559,349 215,817 313,500 130,850 2,263 (7,189,396) (33,384) (130,850) 868,149

Permanently Restricted

Total

$ 54,707 (27,800) 26,907

10,945,899 (2,696,077) (690,473) 7,559,349 215,817 313,500 977,135 429,907 41,605 21,200 201,436 582,686 3,820 10,346,455

4,499,342 614,782 505,932 602,683 1,251,244 7,473,983

229,094 123,377 1,318,731 1,671,202 9,145,185

229,094 123,377 1,318,732 1,671,203 9,145,185

868,149 5,133,887 (922,095) 5,079,941 $

26,907 525,706 552,613 $

1,201,270 15,876,898 17,078,168

306,214 10,217,305 922,095 11,445,614 $

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 Grants and contracts Other contributions Designations from other United Ways Service fees Rental income Investment income Miscellaneous income Campaign contributions 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

FY 2012â&#x20AC;&#x201C;2013 | page 17 See accompanying notes and independent auditors' report

Unrestricted

181,860 $ (181,860) 634,752 123,813 47,473 19,247 183,111 74,511 21,869 7,126,525 19,250 8,250,551

Temporarily Restricted

Permanently Restricted

10,489,569 $ (2,369,643) (483,459) 7,636,467 185,369 213,730 104 (7,095,397) (19,250) 921,023

Total

$ (2,772) (31,128) (33,900)

10,671,429 (2,551,503) (483,459) 7,636,467 185,369 848,482 123,813 47,473 19,247 183,111 71,843 21,869 9,137,674

4,474,931 584,407 222,078 568,731 1,283,698 7,133,845

358,817 189,949 1,205,621 1,754,387 8,888,232

921,023 4,212,864 5,133,887 $

(33,900) 559,606 525,706 $

249,442 15,627,456 15,876,898

(637,681) 10,854,986 10,217,305 $

See accompanying notes and independent auditors' report 5

BENEFACTORS These leading corporate and individual citizens step beyond the bounds of traditional giving and contribute a single, comprehensive gift to support special events and activities so that your donation can be focused on achieving bold community change.

GOLD Adams Outdoor Advertising Boeing South Carolina Chernoff Newman Cummins, Inc. First Federal 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 Wells Fargo Jerry (obm) & Anita Zucker & The InterTech Group, Inc.

SILVER AT&T 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 Solvay TD Bank Unimedia

THANKS TO OUR LOANED EXECUTIVE PROVIDERS AND SPONSORS Cummins, Inc. Santee Cooper Wells Fargo Roper St. Francis Healthcare Charleston Water System

FY 2012–2013 | page 18

FY 2012â&#x20AC;&#x201C;2013 | page 19

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 843.285.7880 2-1-1 HOTLINE: DIAL 2-1-1