TRIDENT UNITED WAY

EIN: 570314378 501(c)(3) Philanthropy & Grantmaking

NORTH CHARLESTON, SC

Total Revenue
$6,147,271
Total Expenses
$8,899,409
Total Assets
$17,058,618
Net Assets
$15,723,373
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1944
Legal Domicile
SC
Principal Officer
DJ HAMPTON
Phone
8437409000
Tax Period
2024-07-01 to 2025-06-30

TRIDENT UNITED WAY, founded in 1944, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.1M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $8.9M exceeded revenue, resulting in a 45% operating deficit.

Mission

TRIDENT UNITED WAY IS UNITING THE TRI-COUNTY TO UPLIFT FAMILIES OUT OF POVERTY

Program Service Accomplishments

Program 1
Expenses: $1,555,946 Revenue: $0

COMMUNITY IMPACTTRIDENT UNITED WAY EXISTS TO STRENGTHEN WORKING FAMILIES ACROSS BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES. TODAY, MORE THAN ONE-THIRD OF HOUSEHOLDS IN OUR REGION ARE ALICE (ASSET...

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COMMUNITY IMPACTTRIDENT UNITED WAY EXISTS TO STRENGTHEN WORKING FAMILIES ACROSS BERKELEY, CHARLESTON, AND DORCHESTER COUNTIES. TODAY, MORE THAN ONE-THIRD OF HOUSEHOLDS IN OUR REGION ARE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) - FAMILIES WHO WORK HARD YET STILL STRUGGLE TO AFFORD THE BASICS DUE TO RISING HOUSING COSTS, INCOME VOLATILITY, AND FINANCIAL SHOCKS. THESE INCLUDE CHILDCARE WORKERS, HOSPITALITY STAFF, MEDICAL ASSISTANTS, TEACHERS' AIDES, RETAIL EMPLOYEES, AND OTHER FRONTLINE WORKERS WHO KEEP OUR REGION RUNNING, YET REMAIN ONE UNEXPECTED EXPENSE AWAY FROM HARDSHIP. IN 2025, TRIDENT UNITED WAY ESTABLISHED A BOLD GOAL: UPLIFT 15,000 FAMILIES OUT OF POVERTY BY 2035. ACHIEVING THIS GOAL REQUIRES BUILDING A REGIONAL STABILITY INFRASTRUCTURE THAT SURROUNDS FAMILIES WITH COORDINATED, HUMAN-CENTERED SUPPORT ACROSS MULTIPLE ACCESS POINTS - WORKPLACES, SCHOOLS, HOUSING COMMUNITIES, AND NEIGHBORHOOD HUBS. THIS STRATEGY IS DELIVERED THROUGH THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE, WHICH BRINGS TOGETHER:1) CENTERS FOR STRONG FAMILIESCOMMUNITY-BASED HUBS IN MONCKS CORNER (500 S LIVE OAK DR, MONCKS CORNER, SC 29461) AND SUMMERVILLE (133 EAST 1ST NORTH ST, SUITE 3, SUMMERVILLE, SC 29483) SERVE AS TRUSTED ENTRY POINTS WHERE FAMILIES CONNECT WITH FINANCIAL COACHING, WORKFORCE NAVIGATION, STABILIZATION RESOURCES, AND COORDINATED REFERRALS. IN THE CENTERS ARE PROVIDED THROUGH A NETWORK OF COMMUNITY PARTNERS INCLUDING ADULT EDUCATION, CHARLESTON LEGAL ACCESS, CHARLESTON PRO BONO LEGAL SERVICES, FOODSHARE SOUTH CAROLINA, MEDICAL UNIVERSITY OF SOUTH CAROLINA, LOWCOUNTRY FOOD BANK, ORIGIN SC, PALMETTO COMMUNITY ACTION PARTNERSHIP, PALMETTO GOODWILL, ROPER SAINT FRANCIS, SALVATION ARMY, SC THRIVE, SC DEPARTMENT OF EMPLOYMENT AND WORKFORCE, SC WORKS, VOCATIONAL REHABILITATION, AND YOUNG MOMS TOGETHER. DURING FY 2024-2025, THE CENTERS FOR STRONG FAMILIES SERVED 6,219 HOUSEHOLDS COMPRISING 12,367 HOUSEHOLD MEMBERS AND PROVIDED 18,380 INSTANCES OF ASSISTANCE.2) THRIVE@ ACCESS POINTSTO REDUCE BARRIERS AND INCREASE ENGAGEMENT, TRIDENT UNITED WAY IS BUILDING A MULTI-ACCESS-POINT APPROACH THAT EMBEDS SERVICES WHERE FAMILIES ALREADY LIVE AND WORK. THIS INCLUDES THRIVE@WORK (SUPPORTING EMPLOYEES IN PARTNER COMPANIES), THRIVE@SCHOOL (SUPPORTING FAMILIES CONNECTED TO SCHOOL SYSTEMS), AND FUTURE PATHWAYS SUCH AS THRIVE@HOME AND THRIVE@WORSHIP, WHICH WILL EXTEND SUPPORT INTO HOUSING COMMUNITIES AND FAITH-BASED SETTINGS.3) CHANGEMAKER GRANTSTRIDENT UNITED WAY INVESTED OVER $500,000 IN CHANGEMAKER GRANTS SUPPORTING NONPROFIT PARTNERS ALIGNED WITH STRONG FAMILIES, STRONG COMMUNITY - STABILIZING FAMILIES, STRENGTHENING SERVICES, AND ADVANCING EQUITY FOR ALICE HOUSEHOLDS. 4) CHARITYTRACKER NETWORKTRIDENT UNITED WAY PROVIDES CHARITYTRACKER, A SECURE, COORDINATION TOOL CONNECTING MORE THAN 400 NONPROFIT PARTNERS AT NO COST. IN FY 2024-2025, THIS NETWORK SUPPORTED 13,844 HOUSEHOLDS, 27,189 INDIVIDUALS, AND 89,547 DOCUMENTED SERVICES. THIS COORDINATED APPROACH REDUCES DUPLICATION, IMPROVES ACCESS TO SUPPORT, AND STRENGTHENS LONG-TERM FAMILY STABILITY.

Program 2
Expenses: $1,652,037 Revenue: $116,341

FINANCIAL STABILITYFINANCIAL STABILITY SUPPORT HELPS FAMILIES MAINTAIN INCOME, MANAGE EXPENSES, AND REDUCE FINANCIAL STRESS - ENSURING THAT SHORT-TERM CRISES DO NOT BECOME LONG-TERM SETBACKS. THIS...

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FINANCIAL STABILITYFINANCIAL STABILITY SUPPORT HELPS FAMILIES MAINTAIN INCOME, MANAGE EXPENSES, AND REDUCE FINANCIAL STRESS - ENSURING THAT SHORT-TERM CRISES DO NOT BECOME LONG-TERM SETBACKS. THIS WORK IS GROUNDED IN TRUSTED RELATIONSHIPS, COORDINATED REFERRAL SYSTEMS, AND FAMILY-CENTERED COACHING DELIVERED ACROSS MULTIPLE ACCESS POINTS IN THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE.1) FAMILY COACHING MODELAT THE CENTER OF TRIDENT UNITED WAY'S WORK IS A STRUCTURED COACHING APPROACH GROUNDED IN FINANCIAL EMPOWERMENT, GOAL-SETTING, AND ACCOUNTABILITY. FAMILY COACHES HELP HOUSEHOLDS STABILIZE INCOME, ACCESS RESOURCES, IMPROVE CREDIT, REDUCE EXPENSES, AND BUILD SAVINGS. COACHING IS DELIVERED ACROSS CENTERS FOR STRONG FAMILIES AND THRIVE@ ACCESS POINTS TO ENSURE SUPPORT IS AVAILABLE WHERE FAMILIES ALREADY ARE. 2) AMERICORPS FAMILY NAVIGATORSTRIDENT UNITED WAY'S AMERICORPS PROGRAM BUILDS LOCAL WORKFORCE CAPACITY IN HUMAN SERVICES WHILE DIRECTLY SERVING FAMILIES SEEKING FINANCIAL STABILITY. AMERICORPS FAMILY NAVIGATORS PROVIDE INDIVIDUALIZED COACHING, RESOURCE NAVIGATION, BENEFITS ACCESS, AND REFERRALS - STRENGTHENING THE REGIONAL INFRASTRUCTURE OF SUPPORT FOR ALICE HOUSEHOLDS. DURING FY 2024-2025, AMERICORPS MEMBERS CONNECTED FAMILIES TO COORDINATED SERVICES THAT ADDRESSED BASIC NEEDS, EMPLOYMENT BARRIERS, INCOME STABILIZATION, AND LONG-TERM FINANCIAL PLANNING. IN TOTAL, AMERICORPS MEMBERS SUPPORTED 2,025 HOUSEHOLDS - INCLUDING 4,325 INDIVIDUALS - AND CONNECTED THEM TO 5,261 SERVICES, 3,116 OF WHICH ADDRESSED IMMEDIATE BASIC NEEDS. THE PROGRAM ALSO HELPED DEVELOP A STRONG PIPELINE OF TRAINED PROFESSIONALS PREPARED TO CONTINUE CAREERS IN THE NONPROFIT AND HUMAN SERVICES SECTOR.3) BARRIERS TO EMPLOYMENTBARRIERS TO EMPLOYMENT PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO HELP INDIVIDUALS OVERCOME OBSTACLES THAT PREVENT THEM FROM FINDING OR KEEPING A JOB - SUCH AS TRANSPORTATION, CHILDCARE, UNIFORMS, EQUIPMENT, CERTIFICATION FEES, AND OTHER WORK-RELATED COSTS. THIS RESOURCE ALLOWS FAMILIES TO MAINTAIN STABLE EMPLOYMENT AND AVOID INCOME DISRUPTION DURING PERIODS OF FINANCIAL STRAIN.4) 2-1-1 INFORMATION & REFERRAL SERVICE2-1-1 PROVIDES FREE, CONFIDENTIAL, 24/7 CONNECTION TO ESSENTIAL HUMAN SERVICES VIA PHONE, TEXT, AND WEB. DURING FY 2024-2025, TRI-COUNTY RESIDENTS PLACED 17,084 CALLS, RESULTING IN 40,337 REFERRALS AND 19,515 WEBSITE VISITS FOR ASSISTANCE WITH HOUSING, UTILITIES, FOOD, AND EMPLOYMENT RESOURCES. TRIDENT UNITED WAY CONTRACTS WITH THE UNITED WAY OF ASSOCIATION OF SC, WHICH MANAGES THE CALL CENTER AND PROVIDES UP-TO-DATE, LOCAL INFORMATION ABOUT RESOURCES IN THE TRI-COUNTY TO TRI-COUNTY CALLERS.5) VOLUNTEER INCOME TAX ASSISTANCE (VITA)THROUGH PARTNERSHIP WITH THE IRS, FREE TAX PREPARATION SERVICES WERE PROVIDED TO INDIVIDUALS AND FAMILIES WITH LOW-TO-MODERATE INCOME. IN FY 2024-2025, MORE THAN 450 INDIVIDUALS RECEIVED FREE FEDERAL RETURNS GENERATING $354,514 IN REFUNDS INCLUDING $156,635 IN EARNED CREDITS. THESE SERVICES HELP FAMILIES KEEP MORE OF WHAT THEY EARN AND REDUCE RELIANCE ON HIGH-FEE TAX PREPARERS.6) FOODSHARE FOODSHARE EXPANDED ACCESS TO FRESH, AFFORDABLE PRODUCE ACROSS THE REGION BY ADDING NEW DISTRIBUTION PARTNERS AND STRENGTHENING RURAL DELIVERY POINTS, HELPING MORE FAMILIES STAY CONNECTED TO HEALTHY FOOD YEAR-ROUND. FOODSHARE BERKELEY COUNTY IS MAKING MEANINGFUL STRIDES IN ADDRESSING FOOD INSECURITY - DISTRIBUTING MORE THAN 70,000 POUNDS OF PRODUCE TO 1,041 CUSTOMERS, TOTALING OVER 4,300 BOXES IN FY 2024-2025, WITH SLIGHTLY MORE THAN 50% OF BOXES PURCHASED USING SNAP BENEFITS. THE PROGRAM ALSO IMPROVED CUSTOMER RETENTION AND LONG-TERM PARTICIPATION, REFLECTING STRONG SATISFACTION AND CONTINUED COMMUNITY DEMAND.

Program 3
Expenses: $1,210,038 Revenue: $0

CONNECTING THE COMMUNITYCONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT PROVIDE MEANINGFUL COMMUNITY SERVICE OPPORTUNITIES AND CLEAR INFORMATION ABOUT THE WORK OF TRIDENT UNITED WAY ACROSS THE...

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CONNECTING THE COMMUNITYCONNECTING THE COMMUNITY INCLUDES INITIATIVES THAT PROVIDE MEANINGFUL COMMUNITY SERVICE OPPORTUNITIES AND CLEAR INFORMATION ABOUT THE WORK OF TRIDENT UNITED WAY ACROSS THE TRI-COUNTY REGION. THIS WORK CENTERS ON STRATEGIC VOLUNTEER ENGAGEMENT AND STAKEHOLDER AND COMMUNITY COMMUNICATIONS - CREATING MULTIPLE WAYS FOR INDIVIDUALS, COMPANIES, AND PARTNERS TO SUPPORT THE STRONG FAMILIES, STRONG COMMUNITY INITIATIVE.1) STRATEGIC VOLUNTEER ENGAGEMENTSTRATEGIC VOLUNTEER ENGAGEMENT IS DESIGNED TO ALIGN VOLUNTEER INTERESTS WITH COMMUNITY-IDENTIFIED NEEDS, CREATING HIGH-IMPACT SERVICE EXPERIENCES FOR CORPORATE PARTNERS, DONORS, AND INDIVIDUAL VOLUNTEERS. ENGAGEMENT RANGES FROM LEADERSHIP SERVICE ON COUNCILS AND COMMITTEES TO HANDS-ON COMMUNITY PROJECTS, OFFERING MULTIPLE ENTRY POINTS FOR COMMUNITY MEMBERS TO CONTRIBUTE. CORPORATE AND NONPROFIT PARTNERS ALSO PARTICIPATE IN CUSTOMIZED VOLUNTEER EXPERIENCES THROUGH TRIDENT UNITED WAY'S ENGAGE+ PLATFORM, WHICH SUPPORTS PLANNING, FACILITATION, AND IMPACT TRACKING.A CORNERSTONE OF THIS WORK IS DAYS OF CARING, THE REGION'S LARGEST VOLUNTEER ACTIVATION EVENT. OVER THREE DAYS OF SERVICE IN 2025, MORE THAN 2,000 VOLUNTEERS COMPLETED 151 PROJECTS AT 75 NONPROFITS, SCHOOLS, AND COMMUNITY AGENCIES, CONTRIBUTING OVER 8,000 VOLUNTEER HOURS AND GENERATING AN ESTIMATED $265,000 IN COMMUNITY BENEFIT. DAYS OF CARING CONTINUES TO SERVE AS A SIGNATURE PLATFORM FOR CORPORATE ENGAGEMENT, VOLUNTEER LEADERSHIP, AND LARGE-SCALE COMMUNITY MOBILIZATION.2) STAKEHOLDER AND COMMUNITY COMMUNICATIONS TRIDENT UNITED WAY ALSO MAINTAINS YEAR-ROUND COMMUNICATION WITH DONORS, PARTNERS, AND THE BROADER COMMUNITY THROUGH EMAIL NEWSLETTERS, THE ORGANIZATION'S WEBSITE, SOCIAL MEDIA PLATFORMS, AND MEDIA PARTNERSHIPS. THESE COMMUNICATIONS SHARE PROGRAM UPDATES, PROMOTE RESOURCES, HIGHLIGHT IMPACT, AND ENCOURAGE ONGOING COMMUNITY ENGAGEMENT - HELPING ENSURE THAT RESIDENTS, PARTNERS, AND SUPPORTERS REMAIN INFORMED AND CONNECTED TO THE MISSION OF STRONG FAMILIES, STRONG COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,462,428
Program Service Revenue $116,341
Investment Income $543,586
Other Revenue $24,916
TOTAL REVENUE $6,147,271

Expense Breakdown

Grants Paid $1,150,052
Salaries & Benefits $5,222,035
Fundraising Expenses $2,107,918
Program Expenses $6,105,792
Other Expenses $2,527,322
TOTAL EXPENSES $8,899,409

Year-over-Year Comparison

2024 2023 Change
Revenue $6,147,271 $5,521,631 +0.1%
Expenses $8,899,409 $7,519,041 +0.2%
Net Income $-2,752,138 $-1,997,410 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Distress Indicator

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Governance

Voting Members
44
Independent Members
43
Employees
75
Volunteers
3174

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
17
$816,239
Total Directors
43
$318,275
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHARINE ALMQUIST DIRECTOR 2.00
Director
$0 $0 $0
RITA BERRY DIRECTOR 2.00
Director
$0 $0 $0
PJ BROWNING DIRECTOR 2.00
Director
$0 $0 $0
ERIC CRAINE DIRECTOR 2.00
Director
$0 $0 $0
BRAD DAVIS DIRECTOR 2.00
Director
$0 $0 $0
KEITH B FAULKNER DIRECTOR 2.00
Director
$0 $0 $0
ROBERT FEI DIRECTOR 2.00
Director
$0 $0 $0
TRAVIS FRANK DIRECTOR 2.00
Director
$0 $0 $0
MOLLIE GORE DIRECTOR 2.00
Director
$0 $0 $0
GREGORY HABIB DIRECTOR 2.00
Director
$0 $0 $0
SCOTT HOWELL DIRECTOR 2.00
Director
$0 $0 $0
DEON JACKSON JR DIRECTOR 2.00
Director
$0 $0 $0
FRANCIS JOHNSON DIRECTOR 2.00
Director
$0 $0 $0
JULIE KORNAHRENS DIRECTOR 2.00
Director
$0 $0 $0
TODD LANT DIRECTOR 2.00
Director
$0 $0 $0
MARK LATTANZIO DIRECTOR 2.00
Director
$0 $0 $0
KATIE MCCRAVY DIRECTOR 2.00
Director
$0 $0 $0
LAUREN NILAN DIRECTOR 2.00
Director
$0 $0 $0
REV MARION PLATT DIRECTOR 2.00
Director
$0 $0 $0
CASSANDRA PRICE DIRECTOR 2.00
Director
$0 $0 $0
MARCELA RABENS DIRECTOR 2.00
Director
$0 $0 $0
MICHAEL SCARAFILE DIRECTOR 2.00
Director
$0 $0 $0
GEONA SHAW JOHNSON DIRECTOR 2.00
Director
$0 $0 $0
JEROME SMALLS DIRECTOR 2.00
Director
$0 $0 $0
RICHARD WARING DIRECTOR 2.00
Director
$0 $0 $0
FRANCES WELCH DIRECTOR 2.00
Director
$0 $0 $0
JEREMY WILLITS DIRECTOR 2.00
Director
$0 $0 $0
STUART E WOODCOCK DIRECTOR 2.00
Director
$0 $0 $0
WILLIAM ZOBEL DIRECTOR 2.00
Director
$0 $0 $0
JIMMY STATON DIRECTOR 2.00
Director
$0 $0 $0
DAVID J HAMPTON PRESIDENT & CEO 50.00
Officer Director
$262,429 $55,846 $318,275
DAVID J WASSERMAN CHIEF FINANCIAL OFFICER 50.00
Officer
$147,308 $32,302 $179,610
NATASHA CHATMAN CHIEF INNOVATION OFFICER 50.00
Officer
$118,160 $30,357 $148,517
BRIDGET LAIRD CHIEF ADVANCEMENT OFFICER 50.00
Officer
$40,916 $2,107 $43,023
ILZE ASTAD CHIEF IMPACT OFFICER 50.00
Officer
$110,305 $16,509 $126,814
BARBARA MELVIN BOARD CHAIR 5.00
Officer Director
$0 $0 $0
WENDY KOPP ADVANCEMENT COMMITTEE CHAI 5.00
Officer Director
$0 $0 $0
MELANIE STITH BOARD CHAIR ELECT 5.00
Officer Director
$0 $0 $0
MICHAEL SAMUEL CAMPAIGN CABINET CHAIR 5.00
Officer Director
$0 $0 $0
CHRISTOPHER GLENN AUDIT COMMITTEE CHAIR 5.00
Officer Director
$0 $0 $0
RUHAMAH GROOMS AFRICAN AMERICAN LEADERSHIP COUNCIL CHAIR 5.00
Officer Director
$0 $0 $0
COURTNEY HOWARD COMMUNITY IMPACT COMMITTEE 5.00
Officer Director
$0 $0 $0
SHAWAN GILLIANS FINANCE CHAIR 5.00
Officer Director
$0 $0 $0
BRENDA SZYMANOWSKI INVESTMENT COMMITTEE CHAIR 5.00
Officer Director
$0 $0 $0
PETER LAMOTTE MARKETING & COMMUNICATIONS 5.00
Officer Director
$0 $0 $0
BRIANNA JOHNSON WOMEN UNITED CHAIR 5.00
Officer Director
$0 $0 $0
LEE PARKER YOUNG LEADERS UNITED CHAIR 5.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $6,147,271 $8,899,409 $17,058,618 $-2,752,138
2024 No data No data No data No data
2023 $6,110,823 $5,594,698 $20,337,609 $516,125
2022 $7,714,976 $7,683,838 $19,655,508 $31,138
2021 $7,996,754 $7,056,598 $21,229,103 $940,156
2020 $8,069,654 $8,402,269 $19,063,609 $-332,615
2019 $7,213,892 $9,044,019 $19,380,310 $-1,830,127
2018 $9,234,532 $8,947,135 $20,677,821 $287,397
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