United Way of the Lowcountry Inc
PO BOX 202
BEAUFORT SC 29901-0202
Contact Information
Organization DBA (Doing Business As)
Organization DBA
United Way of the Lowcountry
Address PO BOX 202
BEAUFORT , SC 299010202
Telephone (843) 982-3040
Fax (843) 982-3044
E-mail mfrier@uwlowcountry.org
Projected Annual Revenue $2,636,225.00 (2016)
Mission Statement The mission of the United Way of the Lowcountry is to mobilize resources to solve human problems by focusing on basic needs, health, education and financial stability.
Leadership
CEO/Executive Director Tina Lamb Gentry
Board Chair Mark O'Neil
Board Chair Company Affiliation Retired
History and Background
Year of Incorporation 1981
Former Names
NameYear
United Way of Beaufort County1981
Financial Summary
Revenue vs Expenses Bar Graph - All Years
Graph: Expense Breakdown Graph - All Years
Revenue vs Expenses Area Graph - All Years

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission The mission of the United Way of the Lowcountry is to mobilize resources to solve human problems by focusing on basic needs, health, education and financial stability.
Background The United Way of the Lowcountry is a non-profit, 501 (c) 3 that first began helping residents of Beaufort County in the 1950's.  It is the one organization who sees and helps complete the big picture. We are the recognized non-profit leader in identifying and addressing the needs of the community, and our staff works with highly trained volunteers who represent our diverse community.  Our volunteer board sets policy and direction while various volunteer committees oversee financial practices and provide counsel.  Knowledgeable volunteers and experts from our community serve on our Community Investment Panels. They are charged with carefully screening and selecting the programs funded by your contributions. Their recommendations are reviewed and approved by our volunteer board of directors. After selection, these programs are rigorously monitored to ensure they produce positive, measurable outcomes.  In 2012 the United Way of the Lowcountry Board of Directors felt that the best way to make an immediate impact in the lowcountry was to start a tutoring program with local schools. No other agencies were addressing the issue via in-school tutoring, so we felt that by initiating the Early Grade Reading Program we would be filling a void.  Teachers work very hard in the classroom, but some students need extra attention that can only be provided by a one-on-one tutoring session, and our research showed that a solid education and the ability to read influenced a person’s decisions throughout their entire life. In short, good education leads to better health, income and stability.  Our Helpline is where people in need receive both referrals and direct assistance. Through a unified, collaborative approach between United Way and our partner agencies, we are able to help those who may not otherwise receive it while also ensuring people do not abuse the system. Our goal is to provide temporary help for individuals who can once again become self-sufficient. Last year we received over 2,100 calls for help and 641 walk-ins.Today, we have fund 48 programs in 33 Partner Agencies in Beaufort and Jasper counties.
Impact 2014 Accomplishments:  1.  UWLC met its goal to raise $2.4 million.  2.  The United Way of the Lowcountry's Help Line received over 2,100 calls and 641 walk-ins - providing both referrals to agencies and, when necessary, direct services.  3.  The Read Indeed Program utilized over 200 volunteers throughout 8 schools and tutored over 400 elementary school students in reading.  99% of those students increased their MAP scores in Beaufort County, while 96% increased their IStation test scores in Jasper County.  4.  The United Way of the Lowcountry's Women's Leadership Council provided over 300 backpacks with school supplies to needy children throughout Beaufort and Jasper counties.  4.  Together with volunteers and donors we touched over 32,000 lives in Beaufort and Jasper counties last year. 
Needs Early Grade Reading volunteers, Help Line support, monetary resources
CEO/Executive Director Statement Together with volunteers and donors, we touched over 32,000 lives in Beaufort and Jasper counties just last year.  That kind of service can only continue through your support. 
Board Chair Statement Together we can ensure the path of human progress continues to run through the lowcountry.
Areas of Service
Area
Beaufort County
Jasper County
The United Way of the Lowcountry serves those who live and/or work in Beaufort and Jasper counties.
Board Chair
Board Chair Mark O'Neil
Company Affiliation Retired
Term Apr 2015 to Mar 2016
Email Moneil5400@comcast.net
Board of Directors
NameAffiliation
Gale Brown Popeyes/NCT Restaurants
Bruce Doneff Strategic Communications Consulting
Phyllis Doyle Mary Kay Cosmetics
Charles T. Francis Retired
Marty Gleason Retired
Tracy Greco Coastal Pride Co., Inc.
Craig Harney Marketing Director WTOC-TV
Bernie Kole Kole Construction Company
Randy Lamkin University of South Carolina - Beaufort
Christopher McCorkendale Hargray Communications
Michael Nix Dividend Assets Capital
Mark O'Neil Retired
Katie Phifer Wells Fargo Advisors, LLC
Peter Post Retired
Jon Rembold Beaufort County
Gerald H. Schulze Retired
Bertin Marc Stuckart Jr.Merrill Lynch
Brad Talbert Coastal Carolina Hospital
Dr. Renarta Tompkins University of South Carolina - Beaufort
J. Ashley Twombley Twenge & Twombley
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 19
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 15
Female 6
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 78%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Number of Full Board Meetings Annually 12
Risk Management Provisions
Commercial General Insurance
Standing Committees
Board Governance
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Distributions / Grant Making
Education
Human Resources / Personnel
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Executive Director
Executive Director/CEO Tina Lamb Gentry
Experience Bachelor of Science from the University of South Carolina with a concentration in finance.  Masters Degree in Healthcare Administration from the University of Cincinnati.  Certified Fundraising Executive designation.  The Duke Nonprofit Management Program.  The Institutes for Organization Management through the Universities of Georgia and Notre Dame.  Over 20 years of nonprofit experience.
Co-CEO
Email tgentry@uwlowcountry.org
Former Executive Director/CEOs
NameTerm
Clarece Walker -
Staff
Full Time Staff 12
Part Time Staff 1
Volunteers 757
Contractors 0
Retention Rate 92%
Plans
Organization has a Strategic Plan? Yes
Date Strategic Plan Adopted Feb 2014
Years Strategic Plan Considers 2
Organization has a Fundraising Plan? Yes
Management Succession Plan? No
Organization Policy and Procedures Under Development
Diversity Policy Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Programs
Description The Read Indeed Initiative is a unique collaboration of the United Way of the Lowcountry and the Beaufort County and Jasper County School Districts.  It works to increase reading achievement in our community so that children in Beaufort and Jasper Counties are proficient in reading by the time they finish 3rd Grade.  During the 2013-2014 school year, 309 students were tutored.  Of those, there was a 98% success rate in Beaufort County, and a 95% success rate in Jasper County.  Working with the school teachers in 8 schools in Beaufort and Jasper Counties, our volunteer tutors will help elementary students master the art of reading so that 80% or more of them read on grade level when they reach 4th grade.
Short Term Success
2013-14 School year:
 
309 students tutored (206 in Beaufort County, 103 in Jasper County)
Students who improved MAP reading test scores from Fall testing to Spring testing in Beaufort:  201, a 98% success rate
Students who improved MAP Reading test scores from Fall testing to Spring testing in Jasper:  98, a 95% success rate.
 
 
Long Term Success It is proven that children learn to ready from grades K-3.  From 4th grade on, they read to learn.  Those children who have not mastered reading by the 4th grade have very little chance at succeeding in school.  This has a long-term direct impact on their future - from the college they attend to their income and quality of life.  By concentrating on grades K-3, we can make a lasting difference in the lives of children by giving them tools to achieve their dreams.
Strategy Yes
Program Success Monitored BY Programs are measured by the student's Fall and Spring MAP Reading Test scores.
Description A referral and direct-assistance provider. 
Short Term Success Our efforts to provide referral and direct assistance directly impact the community in the areas of health, education, financial stability and basic needs assistance. 
Long Term Success We provide traditional safety-net services that result in reduced homelessness, improved health and increased financial stability for those who live and work in Beaufort and Jasper Counties. 
Strategy Yes
Program Success Monitored BY Help Line calls are reported according to number, area of need, referrals, and transfers.  This allows us to determine where the greatest needs exist within our community and where funding has the greatest ability to impact.
Fiscal Year
Fiscal Year 2016
Projected Revenue $2,636,225.00
Projected Expenses $2,636,195.00
Endowment Value $963,215.00
Spending Policy Income Only
Audit Documents
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
$2,447,849$2,242,696$2,231,260
Government Contributions$122,435$44,181$77,660
Federal------
State------
Local------
Unspecified$122,435$44,181$77,660
Individual Contributions------
$0$0$0
$175,854$99,724$207,876
Investment Income, Net of Losses$22,909$14,780$13,647
Membership Dues$0$0$0
Special Events$0$0$0
Revenue In-Kind$0$0$0
Other$5,677$17,455$20,214
Expense Allocation
Fiscal Year201420132012
Program Expense$2,183,169$2,152,460$2,231,688
Administration Expense$119,838$95,377$45,213
Fundraising Expense$230,580$221,035$236,195
Payments to Affiliates------
Total Revenue/Total Expenses1.100.991.03
Program Expense/Total Expenses86%87%89%
Fundraising Expense/Contributed Revenue9%10%10%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$2,965,005$2,575,981$2,707,919
Current Assets$1,775,239$1,499,693$1,729,687
Long-Term Liabilities$1,256,095$1,230,870$1,343,615
Current Liabilities$145,450$106,745$127,395
Total Net Assets$1,563,460$1,238,366$1,236,909
Short Term Solvency
Fiscal Year201420132012
Current Ratio: Current Assets/Current Liabilities12.2114.0513.58
Long Term Solvency
Fiscal Year201420132012
Long-Term Liabilities/Total Assets42%48%50%
Top Funding Sources
Fiscal Year201420132012
Top Funding Source & Dollar Amount -- -- --
Second Highest Funding Source & Dollar Amount -- -- --
Third Highest Funding Source & Dollar Amount -- -- --
Capital Campaign
Currently in a Capital Campaign? No
State Charitable Solicitations Permit
Registration Yes Aug 2016
Nonprofit United Way of the Lowcountry Inc
Address PO BOX 202
BEAUFORT , SC 299010202
Primary Phone (843) 982-3040
Contact Email mfrier@uwlowcountry.org
CEO/Executive Director Tina Lamb Gentry
Board Chair Mark O'Neil
Board Chair Company Affiliation Retired
Year of Incorporation 1981
Former Names
United Way of Beaufort County