Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 2,278,852 | 2,308,920 | 2,286,877 | 2,570,284 | 2,812,874 | 12,257,807 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 2,278,852 | 2,308,920 | 2,286,877 | 2,570,284 | 2,812,874 | 12,257,807 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 12,257,807 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,278,852 | 2,308,920 | 2,286,877 | 2,570,284 | 2,812,874 | 12,257,807 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 40,084 | 33,861 | 32,235 | 41,669 | 126,274 | 274,123 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 45,698 | 69,434 | 32,533 | 43,991 | 50,883 | 242,539 |
| 11 | Total support Add lines 7 through 10. | 12,774,469 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4D - ALL OTHER ACCOMPLISHMENTS | COMMUNITY INVESTMENT - INVESTMENT OF ANNUAL CAMPAIGN FUNDS BASED ON ASSESSMENT OF THE NEED FOR SERVICES PROVIDED BY LOCAL 501(C)(3) NOT-FOR-PROFIT ORGANIZATIONS, THE ORGANIZATION'S FINANCIAL NEEDS AND THE OUTCOMES THEY REPORT AS MEASURES OF THEIR IMPACTS ON THE LOCAL COMMUNITY; EXPENSES = $164,127 DIRECT SERVICES - THESE SERVICES INCLUDE CASEWORK, REFERRALS, DISASTER ASSISTANCE, BASIC EMERGENCY ASSISTANCE, EXPENDITURES FROM CANCER FUND, DIRECTOR'S FUND, OPERATION HOLIDAY HEROES, PROJECT SHELTER ESCROWS, VOLUNTEER CENTER AND A COUNTYWIDE VOLUNTEER RESOURCE DEVELOPMENT AND PLACEMENT NETWORK; EXPENSES = $87,474 HELPLINE - THE UNITED WAY HELPLINE IS NATIONALLY ACCREDITED THROUGH THE ALLIANCE OF INFORMATION AND REFERRAL SERVICES (AIRS). THIS INFORMATION AND REFERRAL PROGRAM HELPS INDIVIDUALS, FAMILIES AND COMMUNITIES INDENTIFY AND EFFECTIVELY USE THE PROGRAMS THAT COMPRISE THE HEALTH AND HUMAN SERVICE DELIVERY SYSTEM. AT THE COMMUNITY LEVEL, THE HELPLINE FACILITIATES LONG-RANGE PLANNING BY TRACKING REQUESTS FOR SERVICE AND INDENTIFYING GAPS AND DUPLICATIONS IN SERVICE PROVISIONS. TRAINED AND CERTIFIED SPECIALISTS HELP PEOPLE UNDERSTAND THE ROOT OF THEIR PROBLEMS AND ASSIST THEM IN MAKING INFORMED DECISIONS ABOUT POSSIBLE SOLUTIONS. HELPLINE REPRESENTATIVES ALSO ADVOCATE ON BEHALF OF THOSE WHO NEED SPECIAL SUPPORT AND REINFORCE THE INDIVIDUAL'S CAPACITY FOR SELF-RELIANCE AND SELF-DETERMINATION THROUGH EDUCATION, AFFIRMATION, COLLABORATIVE PLANNING AND PROBLEM SOLVING. AFTER ALL OTHER AVENUES HAVE BEEN RESEARCHED AND THE CALLER IS IN JEOPARDY OF FALLING THROUGH GAPS IN SERVICE OF ESTABLISHED SOCIAL SERVICE PROGRAMS, OR IF THE CALLER IS FACING AN EMINENT CRISIS, DIRECT ASSISTANCE IS PROVIDED TO ENSURE THAT THE MOST BASIC OF NEEDS ARE MET UNTIL TRADITIONAL SERVICES CAN BE OBTAINED. EXPENSES = $116,572 VITA - THIS PROGRAM ENCOMPASSES SIX COUNTIES IN THE SOUTH CAROLINA LOWCOUNTRY AREA: ALLENDALE, BAMBERG, COLLETON, JASPER, HAMPTON AND BEAUFORT. VITA CONNECTS IRS-CERTIFIED VOLUNTEERS WITH LOW-TO-MODERATE INCOME INDIVIDUALS AND FAMILIES AND PROVIDES COMPLIMENTARY TAX PREPARATION SERVICES AS WELL AS INFORMATION ABOUT REFUNDABLE TAX CREDITS. IN 2014/15 THE PROGRAM'S 46 VOLUNTEERS DEDICATED 3,008 HOURS TO THE PREPARATION OF 2,197 FEDERAL AND STATE INCOME TAX RETURNS. THEIR SERVICES RSULTED IN $3,035,871 BEING RETURNED TO THE POCKETS OF LOCAL TAXPAYERS THROUGH REFUNDS AND SAVINGS IN TAX PREPARTION FEES. EXPENSES = $71,319 AMERICORPS - SUPPLEMENT TO EARLY GRADE READING PROGRAM WHICH PROVIDES TUTORING SERVICES AND RESOURCE SUPPORT FOR STUDENTS AT EIGHT ELEMENTARY SCHOOLS IN BEAUFORT AND JASPER COUNTIES IN SOUTH CAROLINA. DURING THE 2014/15 SERVICE YEAR, THE AMERICORPS EARLY GRADE READING PROGRAM ENGAGED 29 MEMBERS WHO COMPLETED OVER 7,790 SERVICE HOURS, CONSISTING OF LITERACY TUTORING FOR ELEMENTARY STUDENTS, AS WELL AS OUTSIDE SERVICE PROJECTS WITH UNITED WAY PARTNER AGENCIES. AS PER FEDERAL GRANT STIUPLATIONS, AMERICORPS MEMBERS RECEIVE A STIPEND WHILE SERVING AS WELL AS AN EDUCATION AWARD UPON SUCCESSFUL COMPLETION OF SERVICE. MEMBERS MAY ALSO QUALIFY FOR INTERNSHIP CREDIT THROUGH THE UNIVERSITY OF SOUTH CAROLINA - BEAUFORT. EXPENSES = $164,645. |
| FORM 990, PART VI, SECTION A, LINE 6 | PER THE ORGANIZATION'S BYLAWS, REGULAR MEMBERS SHALL BE THOSE INDIVIDUALS WHO CONTRIBUTE FINANCIALLY TO THE ORGANIZATION AND EACH MEMBER AGENCY SHALL BE ENTITLED TO DESIGNATE A VOLUNTEER TO SERVE AS A MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL BE NOMIATED FROM THE MEMBERSHIP OF THE CORPORATION AND FAIRLY REPRESENT A DIVERSE POPULATION AND GEOGRAPHY OF BEAUFORT AND JASPER COUNTIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE FORM 990 AND ACCOMPANYING SCHEDULES ARE PROVIDED TO THE PRESIDENT, FINANCE DIRECTOR AND TREASURER FOR REVIEW PRIOR TO FILING. AFTER REVIEW BY THOSE PARTIES LISTED ABOVE, A DRAFT COPY IS PROVIDED TO ALL BOARD MEMBERS FOR ADDITIONAL REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST DISCLOSURES APPLY TO THE BOARD OF DIRECTORS AND THEY ARE REVIEWED AND RENEWED AT THE BEGINNING OF EACH YEAR. ALSO, DISCUSSIONS ARE CONDUCTED WITH ALL NEW BOARD MEMBERS AND CONFLICT OF INTEREST POLICY DOCUMENTS ARE SIGNED BEFORE THEY ARE NOMINATED AND ELECTED TO THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ADDITIONAL POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE DURING THE YEAR AND WE ALSO REVIEW THE BOARD MEMBERS LISTS FROM ALL AGENCIES RECEIVING DISTRIBUTIONS OF FUNDS FROM UNITED WAY FOR POTENTIAL CONFLICTS OF INTEREST. CONFLICTS OF INTEREST ARE ALSO DISCLOSED FROM VOLUNTEERS SERVING ON THE COMMUNITY INVESTMENT COMMITTEE AND THIS MATTER IS DISCUSSED ANNUALLY DURING THEIR TRAINING. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO PERFORMANCE AND COMPENSATION REVIEW IS CONDUCTED ANNUALLY. THE REVIEW IS CONDUCTED BY AN EXECUTIVE COMMITTEE THAT CONSISTS OF THE IMMEDIATE PAST CHAIRMAN OF THE BOARD, CURRENT BOARD CHAIR, CHAIR-ELECT, SECRETARY AND TREASURER. BOTH THE CEO AND THE EVALUATORS PREPARE FOR THE REVIEW IN ADVANCE. THE CEO REVIEWS THE VARIOUS EXPERIENCES/ACCOMPLISHMENTS FOR THE PERIOD OF TIME AND THE EVAULATORS DO THE SAME. INPUT FROM THE BOARD OF DIRECTORS AND/OR EXECUTIVE COMMITTEE IS GATHERED THROUGH THE UTILIZATION OF A FORM THAT ALSO ALLOWS FOR GENERAL COMMENTS. THE INPUT FORMS ARE SENT DIRECTLY TO THE CHAIR OR CHAIR-ELECT AND THE DATA IS SUMMARIZED AND CONSOLIDATED THAT REFLECTS ALL INPUT. THE CHAIR OR CHAIR-ELECT MEETS PERSONALLY WITH THE CEO TO DISCUSS AND PLAN FOR THE SUBSEQUENT YEAR. THE REVIEW PRESENTED TO THE CEO IS A COMPOSITE OF FEEDBACK AND COMMENTS. REASONABLE COMPENSATION WITHIN THE PARAMETERS OF THE APPROVED BUDGET GUIDELINES WILL BE DETERMINED BY THE COMMITTEE. SHOULD THE COMMITTEE DETERMINE THAT COMPENSATION ADJUSTMENTS OUTSIDE THE PARAMETERS OF THE APPROVED BUDGET ARE TO BE CONSIDERED, THAT RECOMMENDATION MUST GO BACK TO THE BOARD OF DIRECTORS FOR APPROVAL. PERIODIC REGIONAL, STATE AND LOCAL SALARY AND BENEFIT STUDIES ARE UNDERTAKEN TO INSURE FAIR AND REASONABLE COMPENSATION. THE CEO DOES NOT RECEIVE A COMPANY AUTOMOBILE OR AUTOMOBILE ALLOWANCE, EXPENSE ACCOUNT OR SOCIAL CLUB MEMBERSHIPS AS A PART OF COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AND CAN BE INSPECTED AT UNITED WAY OFFICE LOCATIONS. |
| FORM 990, PART XI, LINE 9: | UNCOLLECTIBLE PLEDGES -166,500. ROUNDING 3. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
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