2024-05-15T08:21:07-05:00 2023-06-30 720398470 HEARD MCELROY & VESTAL LLC 1900 NORTH 18TH STREET SUITE 300 MONROE LA 71201 990 2022-07-01 720498515 UNITED WAY OF NORTHEAST LOUISIANA INC UNIT 3182353869 1201 HUDSON LANE MONROE LA 71201 JANET S DURDEN PRESIDENT 3182353869 2024-05-15 1 JANET DURDEN XXX-XX-XXXX 0 CONNIE K SMALLWOOD P00451663 3183883108 2024-05-16 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JANET S DURDEN 1201 HUDSON LANE MONROE LA 71201 4616769 0 X WWW.UNITEDWAYNELA.ORG X 1956 LA TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES. 37 37 53 1052 0 0 3411428 3684263 712234 849730 8837 82776 0 0 4132499 4616769 1372986 1925645 0 0 1742603 1951174 0 0 610501 597344 743332 3712933 4620151 419566 -3382 3961896 4611975 709263 1353974 3252633 3258001 X TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES. 0 0 1338874 1338874 AGENCY FUNDING - THE PURPOSE OF UNITED WAY OF NORTHEAST LOUISIANA IS HELPING PEOPLE AND IMPROVING THE COMMUNITY. UNITED WAY HELPS PEOPLE BY SUPPORTING NUMEROUS AGENCY PROGRAMS THAT EFFECTIVELY WORK TOGETHER TO ACHIEVE COMMUNITY GOALS AND INITIATIVES. 814474 21287 COMMUNITY IMPACT--UNITED WAY STANDS WITH THE RESIDENTS, BUSINESS LEADERS, AND POLICYMAKERS TO TAKE ACTION TOGETHER AND STRATEGICALLY INVEST IN MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF PEOPLE IN NORTHEAST LOUISIANA. 924877 849730 UNITED WAY 2-1-1 -PROVIDES A FREE, EASY TO REMEMBER TELEPHONE NUMBER THAT GIVES PEOPLE A FAST, EASY WAY TO GET CONNECTED TO AVAILABLE SOCIAL ASSISTANCE SERVICES. DURING THE CALENDAR YEAR 2021 THE UNITED WAY OF NORTHEAST LA'S 2-1-1 ANSWERED 13,288 CALLS.LOUISIANA ASSOCIATION OF UNITED WAYS (LAUW) 2-1-1 -PROVIDES THE SAME EASY ACCESS TO AVAILABLE ASSISTANCE TO ALL REGIONS OF LOUISIANA, EXCEPT FOR LAFAYETTE AND NEW ORLEANS. DURING THE CALENDAR YEAR 2021 TOTAL CALLS ANSWERED FOR ALL REGIONS UNDER CONTRACT WERE 85,655. 566484 565484 FRONT DOOR TO HOUSING, A VISIONARY PROGRAM THAT HAS NO COUNTERPART ELSEWHERE IN THE STATE, IS FUNDED SOLELY BY LOCAL DOLLARS AND SERVES SOLELY LOCAL NEEDS IN A COLLABORATION WITH THE WELLSPRING AND THE HOME COALITION. IT FILLS AN OTHERWISE UNFILLABLE GAP IN HOW UNITED WAY HELPS THE MOST VULNERABLE CITIZENS. FRONT DOOR TO HOUSING OFFERS OUTREACH, SCREENING AND ASSESSMENT, AND REFERRALS. IT ALSO PROVIDES REHOUSING ASSISTANCE FOR THOSE WHO HAVE NO OTHER OPTION. FOR FISCAL YEAR END JUNE 30, 2023, THE PROGRAM OFFERED ASSISTANCE TO 1,324 HOMELESS PERSONS, 1,702 PERSONS FACING HOUSING INSTABILITY WERE REFERRED TO A COMMUNITY PROGRAM FOR REHOUSING, AND 42 HOMELESS PERSONS WERE REHOUSED.OTHER - VARIOUS COMMUITY INITIATIVES ARE CONDUCTED DIRECTLY BY UNITED WAY. UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE PEOPLE'S LIVES THROUGH COMMUNITY INITIATIVES. 566484 565484 3644709 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 37 37 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X JANET S DURDEN 3182353869 1201 HUDSON LANE MONROE LA 71201 ERNEST GREEN DIRECTOR 0.00 X 0 0 0 ELLA NIMMERS DIRECTOR 0.00 X 0 0 0 CATHI COX-BONIOL DIRECTOR 0.00 X 0 0 0 BRIAN BUSH DIRECTOR 0.00 X 0 0 0 MARK KENT ANDERSON DIRECTOR 0.00 X 0 0 0 BRANDON EWING DIRECTOR 0.00 X 0 0 0 JANET FORTENBERRY DIRECTOR 0.00 X 0 0 0 JANICE GARRISON DIRECTOR 0.00 X 0 0 0 FLORENCETTA GIBSON DIRECTOR 0.00 X 0 0 0 CINDY SHAW DIRECTOR 0.00 X 0 0 0 RICK GUILLOT DIRECTOR 0.00 X 0 0 0 ALBERTA GREEN DIRECTOR 0.00 X 0 0 0 TODD GUICE DIRECTOR 0.00 X 0 0 0 BJAY DURRETT DIRECTOR 0.00 X 0 0 0 MARCUS MASHAW DIRECTOR 0.00 X 0 0 0 COURTNEY HORNSBY DIRECTOR 0.00 X 0 0 0 BRITTANY MYERS DIRECTOR/SECRETARY 0.00 X X 0 0 0 PAMELA SAULSBERRY DIRECTOR 0.00 X 0 0 0 BEVERLY V LEWIS DIRECTOR 0.00 X 0 0 0 KEVIN SMITH DIRECTOR 0.00 X 0 0 0 JOSH MANDRELL DIRECTOR 0.00 X 0 0 0 IKE BYRD DIRECTOR 0.00 X 0 0 0 JUANITA WOODS DIRECTOR 0.00 X 0 0 0 AMY PRICE SAWYER DIRECTOR 0.00 X X 0 0 0 NATHAN G SMITH DIRECTOR/TREASURER 0.00 X X 0 0 0 CHRISTINE RAMBO DIRECTOR 0.00 X 0 0 0 CORRE STEGALL DIRECTOR 0.00 X 0 0 0 RANDY STONE DIRECTOR 0.00 X 0 0 0 DANIEL TAYLOR DIRECTOR/CHAIR 0.00 X X 0 0 0 VANCE PRICE DIRECTOR 0.00 X 0 0 0 KRISTEN SHAMBRO DIRECTOR 0.00 X 0 0 0 ROD WASHINGTON DIRECTOR 0.00 X 0 0 0 KELLY HOGAN DIRECTOR 0.00 X 0 0 0 ASHLEY WEST DIRECTOR 0.00 X 0 0 0 STEPHANIE SMITH DIRECTOR 0.00 X 0 0 0 VICTOR VIDAURRE DIRECTOR 0.00 X 0 0 0 JANET S DURDEN PRESIDENT 40.00 X 118593 0 14130 KIMBERLY LOWERY VICE-PRESIDENT 40.00 X 71507 0 1837 190100 0 15967 1 0 0 0 0 3684263 65027 3684263 2-1-1 PROGRAM REVENUE 624100 849730 849730 849730 82776 82776 4616769 849730 0 82776 X 1338874 1338874 586771 586771 190100 129268 22812 38020 1359587 931931 156570 271086 65245 44367 7829 13049 221927 150998 25857 45072 114315 77734 13718 22863 2496 2496 35104 35104 887 887 33676 33676 91816 44255 1057 46504 178597 129960 14143 34494 42368 26624 2214 13530 70127 41537 12833 15757 43532 20728 5472 17332 9906 1303 4246 4357 664 664 43766 26260 3939 13567 31035 16759 7448 6828 8269 2857 4311 1101 DUES & SUBSCRIPTIONS 46123 28940 8069 9114 COMMUNITY IMPACT 44073 44073 AWARDS & RECOGNITION 35194 738 34456 CAMPAIGN EVENTS & SUPPL 18796 18796 6903 1470 858 4575 4620151 3644709 364941 610501 250 250 2328088 2879515 1237463 1290846 116239 77201 8463 10381 1250651 977029 271393 273622 0 80160 3961896 4611975 105082 112108 441912 418073 162269 743633 0 80160 709263 1353974 X 1834370 1800743 1418263 1457258 3252633 3258001 3961896 4611975 -3382 8750 0 X 0 1 X 1 0 X 4072041 4018923 3303055 3684263 3207873 18286155 4072041 4018923 3303055 3684263 3207873 18286155 2509880 15776275 20831 24361 9717 8837 82776 146522 33736 33736 18466413 3590980 0.85430 0.82530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GAIN ON INSURANCE CLAIM RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 100000 508178 402548 105630 79509 79509 0 529709 481527 48182 33255 13445 19810 273622 LEASE LIABILITY 80160 80160 X 4547576 8750 8750 4538826 77943 77943 4616769 4542208 0 4542208 77943 77943 4620151 PART X, LINE 2: UNITED WAY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. UNITED WAY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. UNITED WAY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 3RD PARTY PROCESSING FEES SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 1 ARCO 901 NORTH 4TH STREET MONROE LA 71201 720568009 501C3 48795 0 TO SUPPORT ARCO'S CUSTOMIZED EMPLOYMENT PROGRAM BOY SCOUTS LOUISIANA PURCHASE 2405 OLIVER ROAD MONROE LA 71201 720423632 501C3 80250 0 TO SUPPORT TRADITIONAL SCOUTING BOYS & GIRLS CLUB OF NORTH CENTRAL LA PO BOX 1844 RUSTON LA 71273 721375839 501C3 55000 0 TO SUPPORT CORE PROGRAMMING BOYS & GIRLS CLUB OF NORTHEAST LA PO BOX 1769 WEST MONROE LA 71294 720550496 501C3 77713 0 TO SUPPORT PROJECT LEARN CHILDREN'S COALITION OF NELA 1363 LOUISVILLE AVENUE MONROE LA 71201 721502186 501C3 42505 0 TO SUPPORT THE EARLY HEAD START PROGRAM DART 108 WEST ALABAMA RUSTON LA 71270 721273159 501C3 68190 0 TO SUPPORT DOMESTIC VIOLENCE PROGRAM FOOD BANK OF NORTHEAST LOUISIANA PO BOX 5048 MONROE LA 71211 721333809 501C3 67522 0 GENERAL AGENCY SUPPORT; TO SUPPORT BACKPACK FOR KIDS AND SENIOR PROGRAMS GIRLS SCOUTS OF LOUISIANA - PINES 102 ARKANSAS AVENUE MONROE LA 71201 720488660 501C3 20120 0 TO SUPPORT LEADERSHIP EXPERIENCE LA UNITED METHODIST CHILDRENFAMILY SVCS 904 DEVILLE RUSTON LA 71270 720435081 501C3 52778 0 TO SUPPORT FAMILY COUNSELING CENTER AND SPECIAL NEEDS EQUINE THERAPY PROGRAM LINCOLN COUNCIL ON AGING PO BOX 1058 RUSTON LA 71273 720749959 501C3 30000 0 TO SUPPORT HOME DELIVERED MEALS MED-CAMPS OF LOUISIANA 102 THOMAS RD SUITE 615 WEST MONROE LA 71294 721320517 501C3 67976 0 TO SUPPORT SUMMER CAMPING NORTHEAST LOUISIANA SICKLE CELL ANEMIA PO BOX 1165 MONROE LA 71210 720911627 501C3 19120 0 TO SUPPORT SOCIAL SERVICES AND SOCIAL WORKER OUACHITA COUNCIL ON AGING PO BOX 7418 MONROE LA 71211 720650389 501C3 59467 0 TO SUPPORT CONGREGATE AND HOME DELIVERED MEALS, THE HOMEMAKER PROGRAM, AND NON-EMERGENCY MEDICAL TRANSPORTATION RAYS OF SONSHINE PO BOX 7299 MONROE LA 71211 721455295 501C3 15748 0 TO SUPPORT PROJECT HOPE AND THE ZONE ST VINCENT DE PAUL COMMUNITY 502 GRAMMONT STREET MONROE LA 71201 900014479 501C3 79854 0 TO SUPPORT PRESCRIPTION & COUNSELING SERVICES THE WELLSPRING 1515 JACKSON STREET MONROE LA 71201 720442226 501C3 171397 0 TO SUPPORT COUNSELING & FAMILY DEVELOPMENT CENTER, DOMESTIC VIOLENCE PROGRAM, RURAL VICTIM SERCIES, AND YEP UNION PARISH COUNCIL ON AGING 606 E BOUNDARY STREET FARMERVILLE LA 71241 720651270 501C3 26954 0 TO SUPPORT CONGREGATE & HOME DELIVERED MEALS WEST OUACHITA SENIOR CENTER 1800 NORTH 7TH STREET WEST MONROE LA 71291 720992952 501C3 73408 0 TO SUPPORT SENIOR ADULT AND COMMUNITY SUPPORTIVE SERVICES CHRISTOPHER YOUTH CENTER PO BOX 7496 MONROE LA 712117496 721165751 501C3 32883 0 TO SUPPORT EMERGENCY YOUTH SHELTER AND TRANSITIONAL LIVING PROGRAM THE HEALTH HUT 310 W MISSISSIPPI RUSTON AL 71270 273764078 501C3 10000 0 TO SUPPORT LAB FEES FOR THE UNINSURED SALVATION ARMY 105 HART ST MONROE LA 71201 222406433 501C3 10000 0 TO PROVIDE SHELTER SUPPORT OPPORTUNITIES INDUSTRIAL CENTER PO BOX 4255 MONROE LA 71211 720801911 501C3 34682 0 TO SUPPORT BUSINESS MANAGEMENT AND TECHNOLOGY AND HIGH SCHOOL EQUIVALENCE TEST PROGRAMS CATHOLIC CHARITIES 3208 CONCORDIA STREET MONROE LA 71201 530196620 501C3 24225 0 TO SUPPORT FAMILY STRENGTHENING HOMELESS RESPONSE 3068 92534 LOCAL DISASTER RESPONSE 1000 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS UNITED WAY'S COMMUNITY INVESTMENT OPERATION EVALUATORS IS A TEAM OF VOLUNTEERS WITH ACCOUNTING/FINANCE BACKGROUNDS WHO REVIEW EACH AGENCY. THE EVALUATORS MAKE VISITS TO THE AGENCIES. THEY REVIEW FINANCIAL STATEMENTS, BOARD OF DIRECTORS MINUTES, CANCELLED CHECKS, BANK ACCOUNTS, PAYROLL TAX DEPOSIT CONFIRMATIONS, 941 FORMS, STATE UNEMPLOYMENT TAX RETURNS, AND STATE WITHHOLDING INCOME TAX RETURNS. THE COMMUNITY INVESTMENT COMMITTEE REVIEWS PROGRAM AND OUTCOME, MANAGEMENT INFORMATION AND ANY COLLABORATIVE EFFORTS BETWEEN THE AGENCY'S PROGRAM AND THE OTHER ORGANIZATIONS WHICH ASSIST THE AGENCY IN ACHIEVING ITS PROGRAM OUTCOMES. X 8 65027 STOCK MARKET 0 0 0 PART I, COLUMN (B): 8 IS THE NUMBER OF SEPARATE STOCK CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS - ARTICLE 4 OF THE BYLAWS STATES "MEMBERS OF THE CORPORATION SHALL BE ANYONE WHO MAKES A CONTRIBUTION DURING THE FISCAL YEAR". FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS - ARTICLE 6, SECTION 2 OF THE BYLAWS STATES "THE MEMBERS SHALL ELECT THE BOARD OF DIRECTORS". FORM 990, PART VI, SECTION A, LINE 7B FORM 990, PART VI, LINE 7B - DECISIONS SUBJECT TO APPROVAL OF MEMBERS - ARTICLE VII OF THE ARTICLES OF INCORPORATION STATE "THIS CHARTER MAY BE AMENDED OR ALTERED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AT THE ANNUAL MEETING OR A SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE". FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 - FORM 990 IS REVIEWED WITH THE AUDIT/FINANCE COMMITTEE. IT IS THEN PRESENTED TO THE BOARD PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY - UNITED WAY ASKS ALL STAFF AND VOLUNTEERS, INCLUDING THE BOARD OF DIRECTORS, TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY RELATIONSHIPS THEY HAVE WITH BUSINESSES DOING ANY BUSINESS WITH THE UNITED WAY. IF A VOTING MATTER ARISES CONCERNING PARTIES IN WHICH A CONFLICT OF INTEREST EXISTS, THAT BOARD MEMBER ABSTAINS FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL DURING THE BUDGET PROCESS - STAFF SALARIES ARE COMPARED TO UNITED WAY OF AMERICA STAFF SALARY SURVEYS FOR SALARIES FOR THE POSITIONS IN UNITED WAY ACROSS THE COUNTRY. THESE SURVEYS GIVE EACH POSITION AND ARE BROKEN DOWN INTO REGIONS OF THE COUNTRY AND BY UNITED WAY SIZE. BASED ON THE SALARIES IN THE SURVEY, UNITED WAY WILL THEN PROPOSE SALARIES TO THE COMPENSATION COMMITTEE, THEN THE FINANCE COMMITTEE, AND FINALLY THE BOARD. COMPENSATION PROCESS FOR OFFICERS SAME AS PART VI, LINE 15A. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 - ADDITIONAL INFORMATION COMPUTATION OF OVERHEAD PERCENTAGE: MANAGEMENT & GENERAL EXPENSES (FORM 990, PART IX, LINE 25C) $364,941 FUNDRAISING EXPENSES (FORM 990, PART IX, LINE 25D) $610,501 TOTAL MANAGEMENT & GENERAL AND FUNDRAISING EXPENSES $975,442 TOTAL REVENUE (FORM 990, PART VIII, LINE 12A) $4,616,769 TOTAL M&G AND FR EXPENSES / TOTAL REVENUE = OVERHEAD % 21.13%