Civic Intelligence

United Way of Kershaw County

990 • Fiscal year 2013 • EIN 57-0717334

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

PO Box 737 632 West Dekalb St29020

(803) 432-0951

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.55x

Higher debt load relative to assets than 80% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

79th percentile

0.64x

Higher debt load relative to revenue than 79% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

51st percentile

4.1%

Faster revenue growth than 51% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Up

$1,606,566

Up $149,976 (+10%) from 2012

Net Assets

Down

$721,280

Down $25,094 (-3.4%) from 2012

Liabilities

Up

$885,286

Up $175,070 (+25%) from 2012

Revenue

$1,385,909

No earlier filing loaded for comparison.

Expenses

Up

$1,411,003

Up $171,012 (+14%) from 2012

Net Income

-$25,094

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,645,179Liabilities 2010: $852,011Net Assets 2010: $793,1682010Assets 2011: $1,508,519Liabilities 2011: $738,995Net Assets 2011: $769,5242011Assets 2012: $1,456,590Liabilities 2012: $710,216Net Assets 2012: $746,3742012Assets 2013: $1,606,566Liabilities 2013: $885,286Net Assets 2013: $721,2802013Assets 2014: $1,692,966Liabilities 2014: $962,399Net Assets 2014: $730,5672014Assets 2015: $1,671,254Liabilities 2015: $912,662Net Assets 2015: $758,5922015Assets 2016: $1,662,502Liabilities 2016: $921,741Net Assets 2016: $740,7612016Assets 2017: $1,587,180Liabilities 2017: $876,688Net Assets 2017: $710,4922017Assets 2018: $1,693,678Liabilities 2018: $1,031,088Net Assets 2018: $662,5902018Assets 2019: $1,638,987Liabilities 2019: $542,811Net Assets 2019: $1,096,1762019Assets 2020: $1,654,539Liabilities 2020: $523,796Net Assets 2020: $1,130,7432020Assets 2021: $1,826,179Liabilities 2021: $596,085Net Assets 2021: $1,230,0942021Assets 2022: $1,936,012Liabilities 2022: $525,192Net Assets 2022: $1,410,8202022Assets 2023: $1,829,643Liabilities 2023: $477,148Net Assets 2023: $1,352,4952023Assets 2024: $2,329,837Liabilities 2024: $780,307Net Assets 2024: $1,549,5302024

Highlighted filing

2013

Assets$1,606,566
Liabilities$885,286
Net Assets$721,280

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,070,0222010Revenue 2011: $1,279,030Expenses 2011: $1,302,674Net Income 2011: -$23,6442011Expenses 2012: $1,239,9912012Revenue 2013: $1,385,909Expenses 2013: $1,411,003Net Income 2013: -$25,0942013Revenue 2014: $1,308,176Expenses 2014: $1,298,889Net Income 2014: $9,2872014Revenue 2015: $1,375,268Expenses 2015: $1,347,242Net Income 2015: $28,0262015Revenue 2016: $1,365,069Expenses 2016: $1,382,900Net Income 2016: -$17,8312016Revenue 2017: $1,539,423Expenses 2017: $1,542,538Net Income 2017: -$3,1152017Revenue 2018: $1,436,101Expenses 2018: $1,470,003Net Income 2018: -$33,9022018Revenue 2019: $1,327,848Expenses 2019: $1,432,502Net Income 2019: -$104,6542019Revenue 2020: $1,571,289Expenses 2020: $1,536,722Net Income 2020: $34,5672020Revenue 2021: $1,887,104Expenses 2021: $1,787,753Net Income 2021: $99,3512021Revenue 2022: $2,592,536Expenses 2022: $2,411,810Net Income 2022: $180,7262022Revenue 2023: $2,944,870Expenses 2023: $3,003,195Net Income 2023: -$58,3252023Revenue 2024: $4,135,763Expenses 2024: $3,938,728Net Income 2024: $197,0352024

Highlighted filing

2013

Revenue$1,385,909
Expenses$1,411,003
Net Income-$25,094
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$1,385,909
Mission and Program Overview

Mission

Meet the human and social needs of our community by uniting our hearts, minds and resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$902,983$878,022▼ $24,961
Accounts Receivable$341,287$433,806▲ $92,519
Cash and Non-Interest-Bearing Accounts$26,480$128,680▲ $102,200
Prepaid Expenses and Deferred Charges$100,213$87,195▼ $13,018
Pledges and Grants Receivable$62,649$55,820▼ $6,829
Savings and Temporary Cash Investments$22,978$23,043▲ $65
Total Assets$1,456,590$1,606,566▲ $149,976
Liabilities
Grants Payable$555,384$689,688▲ $134,304
Deferred Revenue$108,514$161,734▲ $53,220
Accounts Payable and Accrued Expenses$45,593$33,139▼ $12,454
Other Liabilities$725$725→ $0
Total Liabilities$710,216$885,286▲ $175,070
Net Assets / Fund Balance
Unrestricted Net Assets$746,374$721,280▼ $25,094
Total Net Assets Fund Balance$746,374$721,280▼ $25,094
Total Liabilities and Net Assets / Fund Balance$1,456,590$1,606,566▲ $149,976

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$644,222$359,774$1,003,996
Land$208,684-$208,684
Equipment$25,116$86,478$111,594
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul LiddleBoard Chairm
Alfred Mae DrakefordBoard Member
Bruce LueckBoard Member
Chrissy CarrawayBoard Member
David MoralesBoard Member
Elizabeth MorganBoard Member
Gail CarterBoard Member
Ginger CatoeBoard Member
Ivory BradfordBoard Member
Joe DeloachBoard Member
John ClintonBoard Member
Laurie FunderburkBoard Member
Leigh HoughesBoard Member
Lynn WrightBoard Member
Scott TaylorBoard Member
Whitney HinsonBoard Member
Frank MorganCampaign CHA
Johnny DealCommunicatio
Bob GiangiorgiResource & D
Revenue and Support

Revenue Composition

Contributions and Grants
$1,189,782
Program Service Revenue
$162,894
Investment Income
$80
Other Revenue
$33,153
All Other Contributions
$599,679
Change in Net Assets
$-25,094

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,385,909
Total Revenue per Audited Statements
$1,385,909
Total Revenue per Form 990
$1,385,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,173,978
Salaries, Compensation, and Employee Benefits$237,025
Total Fundraising Expense$41,887
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$459,622$12,761$10,075$482,458
Other Salaries and Wages$133,124$21,104$21,104$175,332
Other Expenses$98,171--$98,171
Depreciation Depletion$34,634--$34,634
Other Employee Benefits$22,979$3,233$3,233$29,445
Pension Plan Contributions$14,077$1,980$1,980$18,037
Conferences and Meetings$10,512$3,026$2,389$15,927
Interest$15,927--$15,927
Payroll Taxes$11,091$1,560$1,560$14,211
Fees for Services Accounting$6,535$1,881$1,485$9,901
Payments to Affiliates$5,550--$5,550
Occupancy$269$77$61$407
Total Functional Expenses$1,323,494$45,622$41,887$1,411,003

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,411,003
Total Expenses per Audited Statements$1,411,003
Total Expenses per Form 990$1,411,003
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$725
Due to Other Funds-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 will be reviewed by the executive director

Form 990, Page 6, Part VI, Line 12C

Along with an annual review of the policy requirements, board members are instructed to notify the executive director if any new conflicts of interest should arise.

Form 990, Page 6, Part VI, Line 15A

Once every three years the board compares the executive directors salary to salaries of other comparable united ways.

Form 990, Page 6, Part VI, Line 15B

The executive director includes salary increases for staff with the annual budget he submits the governing board for approval.

Form 990, Page 6, Part VI, Line 19

Anyone at any time can review governing documents upon request at our office. We publish a summary version of our audit in the local newpaper. Our financials are also available online at guidestar.com and other clearinghouse sites that share data on non-profit organizations.

Filing and Contact Details

Filer

EIN
57-0717334
Phone
8034320951

Signing Officer

Name
Donny Supplee
Title
President
Phone
8034320951
Signed
2014-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donny Supplee
Formed
1954
Legal Domicile
Sc
Voting Board Members
20
Independent Board Members
20
Employees
23
Volunteers
150

Preparer

Preparer
Janet M Pierce
Phone
8034321436
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Eat smart, move more 90,320 0 0 holston center 88,694 0 0 mentoring 72,624 0 0 emergency food and shelte 72,295 0 0 supplies 20,208 5,817 4,593 housing initiative 28,668 0 0 designated allocations 21,590 0 0 second look 18,378 0 0 hprp 8,700 0 0 miscellaneous 5,501 1,583 1,250 insurance 4,668 1,344 1,061 printing & publications 3,839 1,105 872 small equipment 3,763 1,083 855 telephone 3,497 1,007 795 school tools 5,140 0 0 shelter from the storm 4,365 0 0 transportation initiative 3,578 0 0 dues & subscriptions 1,448 417 329 postage & shipping 1,410 405 320 salvation army 936 0 0

Form 990, Part XI, Line 9

The students within kershaw county raised over 40,000 among the student bodies of our school district, a great show of support and leadership from the youth of our county. While not achieving the goal we had for campaign, we have achieved an average of 6.5% campaign increase over the past 2 years. The national average is between 2-3% per year for united ways. In 2013, we opened a transitional shelter for men. The home is located on fair street and we have renamed our 7 transitional homes as shelter from the storm. We have continued our leadership in the homelessness arena by continuing two federal grants when many around the state and country are losing these grants: the emergy solutions grant helps keep people in housing or rehouses them quickly. The housing and urbank development grant helps provide 75% of the funding for 5 of our homes. Our overhead rate (administrative and fund raising) from the 2012 audit was 11.29%. We maintained 100% occupancy rate for holsten center and refinanced the center for another 7 years. We secured an extended 10 year lease with the county for department of social services and health and human services. Renovations totaling over 100,000 will be completed in 2014 to maintain and upgrade the facility. We added 3 new partner agencies for 2014: goodwill, habitat for humanity and first steps. The implementation of charity tracker and 211 in 2012 is continuing to grow in scope and usage throughout the county. We made some progress with coordinating christmas giving to the needy. Our united way played a lead role in coordinating the services of salvation army (columbia), toys for tots, jaycees, dss and other to help reduce duplication. As an agency our united way has determined that we are the leader in providing for the homeless needs of our community. As such marie serves on the midlands area consortium for the homeless board of directors and leads our community efforts during national hunger and homelessness awareness week in november and she is chairing the annual homeless count for kershaw county. Donny serves on the south carolina coalition for the homeless board of directors as treasurer. Our web site, while more updated than in years past still needs to have more current and changing information. Staff and board members have done a great job of bringing us up to speed on our facebook and twitter communications. We are 5 years into our 10 year plan and we convened a group of over 50 community leaders to envision how we can achieve these goals over the next 5 years. In 2014 a plan will be formalized encompassing the vision of these leaders into a 5 year plan. At the close of 2013 we secured 10 new board members and a strong leadership team for 2014. The board will complete a self-evaluation in 2014.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALONG WITH AN ANNUAL REVIEW OF THE POLICY REQUIREMENTS, BOARD MEMBERS ARE INSTRUCTED TO NOTIFY THE EXECUTIVE DIRECTOR IF ANY NEW CONFLICTS OF INTEREST SHOULD ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ONCE EVERY THREE YEARS THE BOARD COMPARES THE EXECUTIVE DIRECTORS SALARY TO SALARIES OF OTHER COMPARABLE UNITED WAYS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR INCLUDES SALARY INCREASES FOR STAFF WITH THE ANNUAL BUDGET HE SUBMITS THE GOVERNING BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANYONE AT ANY TIME CAN REVIEW GOVERNING DOCUMENTS UPON REQUEST AT OUR OFFICE. WE PUBLISH A SUMMARY VERSION OF OUR AUDIT IN THE LOCAL NEWPAPER. OUR FINANCIALS ARE ALSO AVAILABLE ONLINE AT GUIDESTAR.COM AND OTHER CLEARINGHOUSE SITES THAT SHARE DATA ON NON-PROFIT ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EAT SMART, MOVE MORE 90,320 0 0 HOLSTON CENTER 88,694 0 0 MENTORING 72,624 0 0 EMERGENCY FOOD AND SHELTE 72,295 0 0 SUPPLIES 20,208 5,817 4,593 HOUSING INITIATIVE 28,668 0 0 DESIGNATED ALLOCATIONS 21,590 0 0 SECOND LOOK 18,378 0 0 HPRP 8,700 0 0 MISCELLANEOUS 5,501 1,583 1,250 INSURANCE 4,668 1,344 1,061 PRINTING & PUBLICATIONS 3,839 1,105 872 SMALL EQUIPMENT 3,763 1,083 855 TELEPHONE 3,497 1,007 795 SCHOOL TOOLS 5,140 0 0 SHELTER FROM THE STORM 4,365 0 0 TRANSPORTATION INITIATIVE 3,578 0 0 DUES & SUBSCRIPTIONS 1,448 417 329 POSTAGE & SHIPPING 1,410 405 320 SALVATION ARMY 936 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE STUDENTS WITHIN KERSHAW COUNTY RAISED OVER 40,000 AMONG THE STUDENT BODIES OF OUR SCHOOL DISTRICT, A GREAT SHOW OF SUPPORT AND LEADERSHIP FROM THE YOUTH OF OUR COUNTY. WHILE NOT ACHIEVING THE GOAL WE HAD FOR CAMPAIGN, WE HAVE ACHIEVED AN AVERAGE OF 6.5% CAMPAIGN INCREASE OVER THE PAST 2 YEARS. THE NATIONAL AVERAGE IS BETWEEN 2-3% PER YEAR FOR UNITED WAYS. IN 2013, WE OPENED A TRANSITIONAL SHELTER FOR MEN. THE HOME IS LOCATED ON FAIR STREET AND WE HAVE RENAMED OUR 7 TRANSITIONAL HOMES AS SHELTER FROM THE STORM. WE HAVE CONTINUED OUR LEADERSHIP IN THE HOMELESSNESS ARENA BY CONTINUING TWO FEDERAL GRANTS WHEN MANY AROUND THE STATE AND COUNTRY ARE LOSING THESE GRANTS: THE EMERGY SOLUTIONS GRANT HELPS KEEP PEOPLE IN HOUSING OR REHOUSES THEM QUICKLY. THE HOUSING AND URBANK DEVELOPMENT GRANT HELPS PROVIDE 75% OF THE FUNDING FOR 5 OF OUR HOMES. OUR OVERHEAD RATE (ADMINISTRATIVE AND FUND RAISING) FROM THE 2012 AUDIT WAS 11.29%. WE MAINTAINED 100% OCCUPANCY RATE FOR HOLSTEN CENTER AND REFINANCED THE CENTER FOR ANOTHER 7 YEARS. WE SECURED AN EXTENDED 10 YEAR LEASE WITH THE COUNTY FOR DEPARTMENT OF SOCIAL SERVICES AND HEALTH AND HUMAN SERVICES. RENOVATIONS TOTALING OVER 100,000 WILL BE COMPLETED IN 2014 TO MAINTAIN AND UPGRADE THE FACILITY. WE ADDED 3 NEW PARTNER AGENCIES FOR 2014: GOODWILL, HABITAT FOR HUMANITY AND FIRST STEPS. THE IMPLEMENTATION OF CHARITY TRACKER AND 211 IN 2012 IS CONTINUING TO GROW IN SCOPE AND USAGE THROUGHOUT THE COUNTY. WE MADE SOME PROGRESS WITH COORDINATING CHRISTMAS GIVING TO THE NEEDY. OUR UNITED WAY PLAYED A LEAD ROLE IN COORDINATING THE SERVICES OF SALVATION ARMY (COLUMBIA), TOYS FOR TOTS, JAYCEES, DSS AND OTHER TO HELP REDUCE DUPLICATION. AS AN AGENCY OUR UNITED WAY HAS DETERMINED THAT WE ARE THE LEADER IN PROVIDING FOR THE HOMELESS NEEDS OF OUR COMMUNITY. AS SUCH MARIE SERVES ON THE MIDLANDS AREA CONSORTIUM FOR THE HOMELESS BOARD OF DIRECTORS AND LEADS OUR COMMUNITY EFFORTS DURING NATIONAL HUNGER AND HOMELESSNESS AWARENESS WEEK IN NOVEMBER AND SHE IS CHAIRING THE ANNUAL HOMELESS COUNT FOR KERSHAW COUNTY. DONNY SERVES ON THE SOUTH CAROLINA COALITION FOR THE HOMELESS BOARD OF DIRECTORS AS TREASURER. OUR WEB SITE, WHILE MORE UPDATED THAN IN YEARS PAST STILL NEEDS TO HAVE MORE CURRENT AND CHANGING INFORMATION. STAFF AND BOARD MEMBERS HAVE DONE A GREAT JOB OF BRINGING US UP TO SPEED ON OUR FACEBOOK AND TWITTER COMMUNICATIONS. WE ARE 5 YEARS INTO OUR 10 YEAR PLAN AND WE CONVENED A GROUP OF OVER 50 COMMUNITY LEADERS TO ENVISION HOW WE CAN ACHIEVE THESE GOALS OVER THE NEXT 5 YEARS. IN 2014 A PLAN WILL BE FORMALIZED ENCOMPASSING THE VISION OF THESE LEADERS INTO A 5 YEAR PLAN. AT THE CLOSE OF 2013 WE SECURED 10 NEW BOARD MEMBERS AND A STRONG LEADERSHIP TEAM FOR 2014. THE BOARD WILL COMPLETE A SELF-EVALUATION IN 2014.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.78$1.55$4.14$3.94$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.83$0.48$1.35$2.94$3.00$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.53$1.41$2.59$2.41$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.60$1.23$1.89$1.79$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.52$1.13$1.57$1.54$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.54$1.10$1.33$1.43$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.69$1.03$0.66$1.44$1.47$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.59$0.88$0.71$1.54$1.54$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.92$0.74$1.37$1.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.91$0.76$1.38$1.35$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.69$0.96$0.73$1.31$1.30$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.61$0.89$0.72$1.39$1.41$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.71$0.75$1.24
2011Summary only. Only limited summary data is available for this year.$1.51$0.74$0.77$1.28$1.30$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.85$0.79$1.07