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Community Development : United Ways (Grantmaking)

Trident United Way

Give. Advocate. Volunteer. Live United.

three stars

86.78

6296 Rivers Avenue North Charleston, SC 29406
tel: (843) 740-9000   Web Site
EIN: 57-0314378

Board Leadership
Bob Fei
Board Chair

CEO
Chloe Knight Tonney
President & CEO

  Score
(out of 100)
Rating
Overall Score & Rating 86.78 three stars
  Financial 81.31 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.

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

Our collaborative efforts are more than simply philanthropic - they are also strategic and data-driven. Together we find what works and do more of that. By supporting TUW, you are an essential agent of fundamental change in our community - joining a passionate team to drive meaningful results that improve lives now and for generations to come.

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

Our collaborative efforts are more than simply philanthropic - they are also strategic and data-driven. Together we find what works and do more of that. By supporting TUW, you are an essential agent of fundamental change in our community - joining a passionate team to drive meaningful results that improve lives now and for generations to come.

Impact Information

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Financial

three stars

81.31

Accountability & Transparency

four stars

100.00

This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
80.0%
  Administrative Expenses 4.2%
  Fundraising Expenses 15.7%
  Fundraising Efficiency $0.16
  Working Capital Ratio (years) 1.97
  Program Expenses Growth -7.8%
  Liabilities to Assets 4.1%
All data for Financial Performance Metrics calculations was provided by Trident United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Trident United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Trident United Way (SC) 86.78 three stars
United Way for Jackson & George Counties (MS) 95.27 four stars
Head of the Lakes United Way (MN) 89.78 three stars
United Way of York County, South Carolina (SC) 90.05 four stars
United Way of Miami-Dade (FL) 92.16 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $8,017,773
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $325,799
Total Contributions $8,343,572
   Program Service Revenue $33,133
Total Primary Revenue $8,376,705
   Other Revenue $857,827
TOTAL REVENUE $9,234,532
   
EXPENSES  
   Program Expenses $6,944,743
   Administrative Expenses $611,686
   Fundraising Expenses $1,390,706
TOTAL FUNCTIONAL EXPENSES $8,947,135
   
Payments to Affiliates $98,253
Excess (or Deficit) for the year $287,397
   
Net Assets $19,815,472

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Education $1,714,733 24.7%
Financial Stability Initiatives $1,410,882 20.3%
Health $1,142,820 16.5%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 08/01/2019 86.78 three stars
2017-06 05/01/2018 89.08 three stars
2016-06 06/01/2017 89.28 three stars
2015-06 02/01/2017 90.53 four stars
2015-06 07/01/2016 90.11 four stars
2014-06 06/01/2016 91.84 four stars
 
CN 2.0
2014-06 10/01/2015 86.40 three stars
2013-06 06/01/2014 95.46 four stars
2012-06 05/01/2013 95.33 four stars
2011-06 05/01/2012 94.41 four stars
2010-06 12/01/2011 92.52 four stars
2010-06 11/01/2011 92.00 four stars
2009-06 09/20/2011 91.90 four stars
 
CN 1.0
2009-06 11/24/2010 90.13 four stars
2008-06 08/01/2009 90.22 four stars
2007-06 09/01/2008 91.84 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 57-0314378
Name in IRS Master File TRIDENT UNITED WAY INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Central - the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations.
Group Name [Not Applicable]
Ruling Date January, 2005
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013
Compensation % of Expenses Paid to Title
$226,958 2.53% Christopher Kerrigan President

Highly Rated

Charity Name & State Overall Score Overall Rating
Trident United Way (SC) 86.78 three stars
United Way of Benton and Franklin Counties (WA) 93.66 four stars
North Texas Area United Way (TX) 92.12 four stars
United Way of Northwest Vermont (VT) 90.37 four stars
United Way of Tompkins County (NY) 90.28 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Trident United Way
6296 Rivers Avenue
North Charleston, SC 29406
tel: (843) 740-9000
fax: (843) 566-7193
EIN: 57-0314378

Visit Web Site

Board Leadership

Bob Fei
Board Chair

CEO

Chloe Knight Tonney
President & CEO

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