UNITED WAY OF THE LOWCOUNTRY

EIN: 570405847 501(c)(3)

BEAUFORT, SC

Total Revenue
$2,789,426
Total Expenses
$2,758,713
Total Assets
$4,071,183
Net Assets
$3,051,160
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
SC
Principal Officer
DALE DOUTHAT
Phone
8439823040
Tax Period
2024-04-01 to 2025-03-31

UNITED WAY OF THE LOWCOUNTRY, founded in 1964, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

TO BE THE LEADING FORCE FOR SOCIAL CHANGE TO IMPROVE BASIC NEEDS, EDUCATION, HEALTH AND FINANCIAL STABILITY OUTCOMES FOR THE CITIZENS OF BEAUFORT AND JASPER COUNTY.

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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 $2,663,347
Program Service Revenue $0
Investment Income $85,769
Other Revenue $40,310
TOTAL REVENUE $2,789,426

Expense Breakdown

Grants Paid $621,350
Salaries & Benefits $1,026,649
Fundraising Expenses $213,738
Program Expenses $2,181,631
Other Expenses $1,110,714
TOTAL EXPENSES $2,758,713

Year-over-Year Comparison

2024 2023 Change
Revenue $2,789,426 $2,367,592 +0.2%
Expenses $2,758,713 $2,358,436 +0.2%
Net Income $30,713 $9,156 +2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
15
Volunteers
88

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
5
$117,105
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DALE DOUTHAT PRESIDENT & 40.00
Officer
$117,105 $0 $117,105
RECHEL ANDERSON BOARD MEMBER N/A
Director
$0 $0 $0
VERNA ARNETTE BOARD MEMBER N/A
Director
$0 $0 $0
KELLI BONIECKI BOARD MEMBER N/A
Director
$0 $0 $0
JEANINE BOSTICK BOARD MEMBER N/A
Director
$0 $0 $0
CAROL BRANCH BOARD CHAIR N/A
Officer Director
$0 $0 $0
LEIGH COPELAND BOARD MEMBER N/A
Director
$0 $0 $0
BRIAN ETHERIDGE BOARD MEMBER N/A
Director
$0 $0 $0
TAMARA HERRING BOARD SECRET N/A
Officer Director
$0 $0 $0
GLORIA HOLMES BOARD MEMBER N/A
Director
$0 $0 $0
CARL KILPATRICK BOARD MEMBER N/A
Director
$0 $0 $0
KYLE REILLY BOARD MEMBER N/A
Director
$0 $0 $0
RICK SIEBENALER BOARD MEMBER N/A
Director
$0 $0 $0
MARC STUCKART BOARD TREASU N/A
Officer Director
$0 $0 $0
RENARTA TOMPKINS BOARD MEMBER N/A
Director
$0 $0 $0
ANGELA LARSON INMON DIRECTOR OF N/A
Officer
$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 $2,789,426 $2,758,713 $4,071,183 $30,713
2024 $2,367,592 $2,358,436 $4,054,643 $9,156
2023 $3,729,384 $3,628,857 $3,875,352 $100,527
2022 $2,614,915 $2,393,261 $3,825,297 $221,654
2021 $2,867,666 $2,237,213 $3,541,106 $630,453
2021 $2,867,666 $2,237,213 $3,541,106 $630,453
2020 $2,147,906 $2,386,015 $3,152,179 $-238,109
2020 $2,124,466 $2,301,752 $3,141,482 $-177,286
2019 $2,767,430 $2,292,850 $3,414,216 $474,580
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