SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
UNITED WAY OF THE LOWCOUNTRY
 
Employer identification number

57-0405847
Return Reference Explanation
FORM 990, PAGE 1, PART I, LINE 6 IN PARTNERSHIP WITH THE IRS, BEAUFORT COUNTY, AND THE UNITED WAY OF THE LOWCOUNTRY, THE LOWCOUNTRY VITA (VOLUNTEER INCOME TAX ASSISTANCE) PROGRAM PROVIDES FREE INCOME TAX PREPARATION SERVING FOUR COUNTIES. VOLUNTEER ROLES INCLUDE: A) TAX PREPARERS, B) GREETERS, C) FINANCIAL LITERACY EDUCATORS, D) COMMUNITY OUTREACH SPECIALISTS, E) TRANSLATORS AND INTERPRETORS, F) QUALITY REVIEWERS AND SITE COORDINATORS, AND G) TAX LAW INSTRUCTORS. ALL VOLUNTEERS RECEIVE IRS-SPONSORED TRAINING AND WILL RECEIVE CERTIFICATION BASED UPON THE LEVEL OF TRAINING COMPLETED.
FORM 990, PAGE 6, PART VI, LINE 6 PER THE ORGANIZATION'S BYLAWS, REGULAR MEMBERS ARE THOSE INDIVIDUALS WHO CONTRIBUTE FINANCIALLY TO THE ORGANIZATION AND EACH MEMBER AGENCY IS ENTITLED TO DESIGNATE A VOLUNTEER TO SERVE AS A MEMBER OF THE ORGANIZATION.
FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD IS ELECTED BY THE MEMBERSHIP WHICH CONSISTS OF REGULAR MEMBERS (INDIVIDUAL DONORS) AND INSTITUTIONAL MEMBERS (ONE PER PARTICIPATING MEMBER AGENCY).
FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVEIEWED BY BOTH ORGANIZATION STAFF AND THE BOARD TREASURER BEFORE IT IS FILED WITH THE IRS.
FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST DISCLOSURES APPLY TO THE BOARD OF DIRECTORS AND STAFF AND ARE REVIEWED AND RENEWED AT THE BEGINNING OF EACH YEAR. DISCUSSIONS ARE CONDUCTED WITH ALL NEW BOARD MEMBERS AND CONFLICT OF INTEREST POLICY DOCUMENTS ARE SIGNED BEFORE THEY ARE NOMINATED AND ELECTED TO THE BOARD. THE BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY ADDITIONAL POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE DURING THE YEAR. MANAGEMENT ALSO REVIEWS THE BOARD MEMBER LISTS FROM ALL AGENCIES RECEIVING DISTRIBUTIONS OF FUNDS FROM UNITED WAY FOR POTENTIAL CONFLICTS OF INTEREST. CONFLICTS OF INTEREST ARE ALSO DISCLOSED FROM VOLUNTEERS SERVING ON COMMUNITY INVESTMENT COMMITTEES.
FORM 990, PAGE 6, PART VI, LINE 15A CEO PERFORMANCE AND COMPENSATION REVIEW IS CONDUCTED ANNUALLY. THE REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. REASONABLE COMPENSATION IS DETERMINED BASED UPON THE BOARD APPROVED BUDGET GUIDELINES AND PERIODIC STUDIES OF REGIONAL, STATE AND LOCAL SALARIES AND BENEFITS.
FORM 990, PAGE 6, PART VI, LINE 15B REASONABLE COMPENSATION IS DETERMINED BASED UPON THE BOARD APPROVED BUDGET GUIDELINES AND PERIODIC STUDIES OF REGIONAL, STATE AND LOCAL SALARIES AND BENEFITS.
FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9 SPECIAL EVENTS REVENUE 50,444 SPECIAL EVENTS EXPENSES -50,444
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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