Trident United Way INC EIN 57-0314378

Trident United Way INC

EIN  57-0314378 Public foundation / grantmaker N Charleston, SC Founded 1944
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 8/20/26 · see original filing: IRS
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Size
$1–10M
What they do
Connects volunteers and community partners with high-impact service opportunities to support and build financially stable families across the Tri-County region.
Leadership
David J Hampton · President & CEO · $262K
Money in and out
$6.1M revenue, $8.9M expenses
Bottom line
69% program efficiency

Connects volunteers and community partners with high-impact service opportunities to support and build financially stable families across the Tri-County region. For fiscal year 2025 it reported $6.1M in revenue, $8.9M in expenses, and $15.7M in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$6.1M
Pt VIII · Ln 12
Total expenses
$8.9M
Pt IX · Ln 25
Net assets
$15.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$2.8M
Where spending went · Part IX cols B–D
Program services $0.69 Management & general $0.08 Fundraising $0.24
Program efficiency
69%
of spending reaches programs▼ -3% vs prior filing year
Operating runway
17.8mo
months of highly liquid reserves at operating expense rate▼ -27% vs prior filing year
Surplus margin
-45%
revenue over expenses, this year▼ -24% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$6.1M
FY2025▲ +11%
Expenses
$8.9M
FY2025▲ +18%
Total assets
$17.1M
FY2025▼ -10%
Total liabilities
$1.3M
FY2025▲ +16%
Total revenue
$6.1M
Pt VIII · Ln 12
Total expenses
$8.9M
Pt IX · Ln 25
Net assets
$15.7M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$2.8M
Total assetsPt X · Ln 16$17.1M
Program-expense ratioPt IX · col B69%
Voting members of governing bodyPt I · Ln 344
Independent voting membersPt I · Ln 443
Mission & Programs · Part III

Where the work happens

3 program services account for $4.4M of program spending, described in the organization's own filed words · FY2024.
01

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.

$1.7Mprogram expense
02

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…

$1.6Mprogram expense
03

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.

$1.2Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CTrident United Way INC
EINHdr · item D57-0314378
Principal addressHdr · item CN Charleston, SC
WebsiteHdr · item Jwww.tuw.org
Year of formationHdr · item L1944
State of legal domicileHdr · item MSC
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T70)
Ruling yearIRS BMFJan 2005

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a44
Independent voting membersPt VI · Ln 1b43
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President & CEO
$262,429Pt VII · Sec A
Chief Financial Officer
$147,308Pt VII · Sec A
Chief Innovation Officer
$118,160Pt VII · Sec A
Chief Impact Officer
$110,305Pt VII · Sec A
Chief Advancement Officer
$40,916Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

David J Hampton’s $262K as President & CEO is at the 92nd percentile of top reported officer pay among 1688 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David J Hampton$262,429$218,658
Chloe Knight Tonney$194,519$194,282$161,688
Chloe Knight Tonney Thru 92023$163,325
David J Wasserman$147,308$154,191
Natasha Chatman$118,160
Christine Boudolf$110,554$100,646
Ilze Astad$110,305
Bridget Bush$70,916$101,666$102,407$108,895

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$5.5M · 89%
Investment income$544K · 9%
Program service revenue$116K · 2%
Contributions & grants89%$5.5M
Investment income9%$544K
Program service revenue2%$116K
Other revenue$25K
— government grantsLn 1e$302K
Total revenueLn 12$6.1M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.69 Management & general $0.08 Fundraising $0.24
Program services69%$6.1M
Management & general8%$686K
Fundraising24%$2.1M
Total functional expensesLn 25$8.9M

Balance Sheet

Part X · end of year
CashLn 1$2.8M
Total assetsLn 16$17.1M
Total liabilitiesLn 26$1.3M
Total net assetsLn 32$15.7M
Months of cash on handcomputed3.7

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $13.2M · Operating expenses/yr $8.9M
17.8 months
Where the money goes
Program services
Program services $6.1M · Total expenses $8.9M
69%
Management & General
Management & general $686K · Total expenses $8.9M
8%
Fundraising
Fundraising $2.1M · Total expenses $8.9M
24%
Cost to raise $1
Fundraising expense (3-yr avg) $1.7M · Solicited contributions (3-yr avg) $4.9M
$0.34 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $5.5M · Total revenue $6.1M
89%
Government reliance
Government grants $302K · Total revenue $6.1M
5%
Earned-income share
Program service revenue $116K · Total revenue $6.1M
2%
Investment reliance
Investment income $544K · Total revenue $6.1M
+9%
Program self-sufficiency
Program service revenue $116K · Total expenses $8.9M
1%
Growth & trend
Revenue growth (YoY)
This year $6.1M · Prior year $5.5M
+11%
Revenue CAGR
FY2019 $8.1M · FY2024 $6.1M
-5%
Net-asset trend (YoY)
End of year $15.7M · Beginning of year $17.7M
-11%
Balance sheet
Surplus Margin
Revenue $6.1M · Expenses $8.9M
-45%
Liabilities-to-Assets
Total liabilities $1.3M · Total assets $17.1M
8%
Net-asset ratio
Net assets $15.7M · Total assets $17.1M
92%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $10.5M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $17.1M
61%
People & payroll
Highest Reported Total Compensation
Individual David J Hampton · Reported title PRESIDENT & CEO · Highest reported compensation $262K · Total expenses $8.9M
3%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $5.2M · Total expenses $8.9M
59%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 69%
Overhead ratio 8%
Fundraising cost ratio 39%
Revenue growth 11%
Investment management fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 33 funders →
Grants paid · 301 grants · $8.9M · 2019–2024
Family Services INCSC · FY2024$66,431
Charleston Trident Urban LeagueFY2024$50,000
United CharitableVA · FY2024$20,000
My Sister's House INCSC · FY2024$17,906
United Way of the MidlandsSC · FY2024$16,463
Water Missions InternationalSC · FY2024$15,338
Star Gospel MissionSC · FY2024$15,000
Palmetto Community CareSC · FY2024$15,000
I Am Voices INCSC · FY2024$15,000
See all 301 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$6.1M revenue · viewing · ⤓ 990 PDF
FY2024$5.5M revenue · ⤓ 990 PDF
FY2023$6.1M revenue · ⤓ 990 PDF
FY2022$7.7M revenue · ⤓ 990 PDF
FY2021$8.0M revenue · ⤓ 990 PDF
FY2020$8.1M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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