UNITED WAY OF SOUTHEAST LOUISIANA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF SOUTHEAST LOUISIANA (EIN 72-0471369)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-12-09
- IRS object ID
- 202103439349301110
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-09T14:25:05-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721202445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSTLETHWAITE & NETTERVILLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GALLERIA BLVD STE 2100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720471369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF SOUTHEAST LOUISIANA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5048225540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2515 CANAL STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA MODLIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5048225540 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBRA | PersonFirstNm |
| Person Last | MODLIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON CASSIERE | PreparerPersonNm |
| PTIN | P00543368 | PTIN |
| Phone | 5048375990 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL WILLIAMSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2515 CANAL STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,389,357 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UNITEDWAYSELA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO ERADICATE POVERTY IN SOUTHEAST LOUISIANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 57 | TotalEmployeeCnt |
| Total Volunteers | 5429 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,456,408 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,025,538 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $77,214 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $72,715 | CYProgramServiceRevenueAmt |
| PY Investment Income | $238,087 | PYInvestmentIncomeAmt |
| CY Investment Income | $187,358 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$101,069 | PYOtherRevenueAmt |
| CY Other Revenue | $280 | CYOtherRevenueAmt |
| PY Total Revenue | $14,670,640 | PYTotalRevenueAmt |
| CY Total Revenue | $20,285,891 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,127,673 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,861,574 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,327,024 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,207,358 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,423,788 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,634,823 | PYOtherExpensesAmt |
| CY Other Expenses | $1,628,599 | CYOtherExpensesAmt |
| PY Total Expenses | $15,089,520 | PYTotalExpensesAmt |
| CY Total Expenses | $12,697,531 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$418,880 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,588,360 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,163,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,095,586 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,337,954 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,219,766 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,825,115 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,875,820 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA) IS A NOT-FOR-PROFIT 501(C)(3) CHARITABLE ORGANIZATION FOUNDED IN 1952 SERVING RESIDENTS OF JEFFERSON, ORLEANS, PLAQUEMINES, ST. BERNARD, ST. TAMMANY, TANGIPAHOA AND WASHINGTON PARISHES AND GOVERNED BY A VOLUNTEER BOARD. UWSELA'S MISSION IS TO ERADICATE POVERTY IN SOUTHEAST LOUISIANA. UWSELA COLLABORATES WITH GOVERNMENT, BUSINESSES, FAITH GROUPS AND OTHER NONPROFITS IN THE SEVEN PARISH REGION TO IDENTIFY AND ADDRESS SERIOUS ISSUES. UWSELA RAISES FUNDS THROUGH AN ANNUAL WORKPLACE CAMPAIGN, INDIVIDUAL AND CORPORATE GIFTS, GRANTS AND PARTNERSHIPS. UWSELA PROVIDES GRANTS TO SUPPORT PROGRAMS AND GROUPS WORKING TOGETHER IN A COLLABORATIVE WAY THAT SUPPORTS OUR VISION OF "EQUITABLE COMMUNITIES WHERE ALL INDIVIDUALS ARE HEALTHY, EDUCATED, AND ECONOMICALLY STABLE." | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,962,256 | ExpenseAmt |
| Grant | $4,512,677 | GrantAmt |
| Revenue | $90,932 | RevenueAmt |
| Desc | COMMUNITY IMPACT - STRATEGIC PLANNING & FUND DISTRIBUTION: UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA) HAS A BOLD VISION FOR ERADICATING POVERTY IN SELA. GRANT-MAKING SUPPORTS THE VISION OF "EQUITABLE COMMUNITIES WHERE ALL INDIVIDUALS ARE HEALTHY, EDUCATED AND ECONOMICALLY STABLE." THIS MEANS BOTH A SHARPENED FOCUS ON POVERTY THROUGH SUPPORTING THE CRITICAL PROGRAMS THAT FORM THE BEDROCK OF SERVING OUR POPULATION, AND A SYSTEMS CHANGE APPROACH CENTERED ON COLLABORATION. OUR GRANT-MAKING IS ROOTED IN ADDRESSING THE COMPLEX INTERPLAY OF SYMPTOMS AND DRIVERS OF POVERTY IN THE REGION. IN 2016, UNITED WAY LAUNCHED ITS FIRST CYCLE OF GRANTS TO SUPPORT PROGRAMS AND GROUPS WORKING TOGETHER IN A COLLABORATIVE WAY TO ADDRESS THE OUTCOMES IN OUR BLUEPRINT FOR PROSPERITY. THIS PORTION OF THE COMMUNITY IMPACT DIVISION, AS DISTINCT FROM THE INITIATIVES AND PROGRAMS IT COORDINATES, IS RESPONSIBLE FOR THE ANNUAL STRATEGIC GRANTS FUNDING PROCESSES. IT DEVELOPS STRATEGIC PLANS TO GUIDE THE FUNDING PROCESSES AND PROGRAM OR INITIATIVE DEVELOPMENT, AND ESTABLISHES AND MONITORS MEASURES OF PROGRAM SUCCESS AND FINANCIAL ACCOUNTABILITY. ACCOMPLISHMENTS: PROGRAM GRANTS: TOTAL # OF PEOPLE SERVED BY OUR 76 GRANT PARTNERS FROM JULY 1, 2020-JUNE 30, 2021 - 222,302. UWSELA FUNDED 76 PROGRAMS FROM JULY 1, 2020-JUNE 30, 2021 TO ADDRESS PRIORITIES SUCH AS HOUSING, MEDICAL AND MENTAL HEALTH CARE, CHILD AND ADULT CARE AND ACADEMIC SUPPORTS. UWSELA ANSWERED OVER 222,302 APPEALS FOR HELP FROM OUR COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,965,582 | ExpenseAmt |
| Grant | $1,035,126 | GrantAmt |
| Desc | COVID-19 IMPACT: IN MARCH 2020, UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA) TRANSITIONED TO COVID-19 RESPONSE GENERATING OVER $10 MILLION (MARCH-JUNE) AND OVER $5 MILLION (JULY-DECEMBER). WE WERE ABLE TO RESPOND TO THE SUFFERING IN REAL TIME AND PROVIDE VITAL SERVICES FOR THOSE WHO FOUND THEMSELVES IN CRISIS MANY FOR THE FIRST TIME.DUE TO THE GENEROSITY OF OUR SUPPORTERS YEAR ROUND, WE WERE ABLE TO QUICKLY PIVOT AND PROVIDE MUCH-NEEDED RELIEF TO VULNERABLE INDIVIDUALS AND ORGANIZATIONS. IN TIMES OF CRISIS, IT'S NOT JUST ABOUT PROVIDING EMERGENCY FINANCIAL ASSISTANCE BUT ALSO ABOUT ENSURING HOUSEHOLDS AND COMMUNITY PARTNERS HAVE EQUITABLE ACCESS TO THE FULL SCOPE OF SUPPORTS NECESSARY TO ACHIEVE STABILITY, AND, ULTIMATELY, PROSPERITY. UWSELA IS ALREADY ON THE FRONT LINES, MOBILIZING TO PROVIDE VITAL SERVICES FOR THOSE IN NEED. UNITED WAY CONTINUES TO DO WHAT WE'VE ALWAYS DONE - TACKLE THE UNDERLYING PROBLEMS COMMUNITY BY COMMUNITY.ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED)WHEN COVID-19 HIT, MORE THAN 576,000 LOUISIANA HOUSEHOLDS WERE ALREADY ONE EMERGENCY AWAY FROM FINANCIAL RUIN, A 10-YEAR RECORD HIGH, SETTING THE STAGE FOR THE ECONOMIC IMPACT OF THE CRISIS -- ACCORDING TO THE STATE'S LATEST ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) REPORT, RELEASED AUG. 6, 2020.WITH INCOME ABOVE THE FEDERAL POVERTY LEVEL, ALICE HOUSEHOLDS EARN TOO MUCH TO QUALIFY AS "POOR" BUT ARE STILL UNABLE TO COVER THE BASICS OF HOUSING, CHILD CARE, FOOD, TRANSPORTATION, HEALTH CARE, AND TECHNOLOGY IN THE PARISHES WHERE THEY LIVE. THERE WERE OVER 262,500 HOUSEHOLDS LIVING BELOW THE ALICE THRESHOLD (ALICE AND POVERTY COMBINED) IN SOUTHEAST LOUISIANA BEFORE THE PANDEMIC HIT.WITH HEALTH RISKS, BUSINESSES AND SCHOOLS SHUTTERING, AND UNEMPLOYMENT SPIKING, COVID-19 MADE IT HARDER THAN EVER BEFORE FOR PEOPLE TO MEET BASIC NEEDS. WE KNOW THAT INEQUITIES EXISTED BEFORE THIS PANDEMIC, AND THOSE GAPS IN ACCESS TO RESOURCES HAVE BEEN MAGNIFIED BY DISPROPORTIONATE AND DISPARATE EFFECTS OF COVID-19 ON SOME PARTS OF OUR COMMUNITY. UWSELA WAS UNIQUELY WELL-POSITIONED TO UNDERSTAND AND LEAD COMMUNITY MOBILIZATION THANKS TO OUR BLUEPRINT FOR PROSPERITY. OUR BLUEPRINT'S HOLISTIC APPROACH TO GENERATING IMPACT CONTINUES TO GUIDE US AS WE LEAD IMMEDIATE COVID-19 RELIEF EFFORTS AND SHIFT TOWARD LONG-TERM RECOVERY STRATEGIES DESIGNED TO STABILIZE ALICE HOUSEHOLDS THROUGHOUT OUR REGION. $5 MILLION IN DIRECT COMMUNITY IMPACT (JULY 2020-JUNE 2021) HOSPITALITY CARES PANDEMIC RELIEF FUND: PHASE 2 OF OUR HOSPITALITY CARES PANDEMIC RESPONSE FUND PROVIDED LEGAL SUPPORT AND COUNSELING SERVICES FOR HOSPITALITY INDUSTRY PROFESSIONALS IN PARTNERSHIP WITH SOUTHEAST LOUISIANA LEGAL SERVICES (SLLS) AND THE LOYOLA CENTER FOR COUNSELING AND EDUCATION (LCCE). UWSELA AND PARTNERS EXPECT TO PROVIDE OVER 3,000 HOURS OF MENTAL HEALTH TREATMENT, 800 HOURS OF CIVIL LEGAL SERVICE AND TRAINING TO 150 SUPPORT STAFF AND VOLUNTEERS TO AID IN THE LONG-TERM RECOVERY OF HOSPITALITY WORKERS. (HTTPS://WWW.UNITEDWAYSELA.ORG/NEWS/HOSPITALITY-CARES-PANDEMIC-RESPONSE -FUND-AWARDS-24M-GRANTS-OPENS-PHASE-II-SUPPORT-INDUSTRY)UNITED FOR EARLY CARE AND EDUCATION: IN PARTNERSHIP WITH AGENDA FOR CHILDREN AND LOYOLA UNIVERSITY NEW ORLEANS COLLEGE OF LAW, WE ARE PROVIDING TECHNICAL ASSISTANCE, EXPERTISE, AND ONE-ON-ONE COACHING TO CHILD CARE PROVIDERS IN SOUTHEAST LOUISIANA TO HELP THEM SECURE AND MANAGE FEDERAL/STATE FUNDING, WITH A FOCUS ON PPP LOANS. THIS CHILD CARE PROVIDER ASSISTANCE PROGRAM OFFERS SUPPORT TO HELP PROVIDERS NAVIGATE NEW PUBLIC FUNDING AND SUPPORTS ROLLED OUT IN RESPONSE TO THE COVID-19 PANDEMIC. TO DATE, THIS PROGRAM IS SUPPORTING OVER 68 ECE CENTERS ACROSS OUR SEVEN-PARISH REGION AND MANAGING OVER $4.2 MILLION IN PUBLIC FUNDS. (HTTPS://WWW.UNITEDWAYSELA.ORG/ECE_OPENS_PHASE3)SAVING OUR SELVES, UNITED WAY & BET: OVERSAW AN ADDITIONAL $315,000 ($1.7M IN PRIOR FISCAL) TO FUND LOCAL NONPROFITS/PROGRAMS TO ADDRESS THE DISPROPORTIONATE IMPACTS OF COVID-19 ON BLACK COMMUNITIES. ALL FUNDED PROGRAMS FOCUSED ON HOUSING AND UTILITIES ASSISTANCE, WORKFORCE DEVELOPMENT, ACCESS TO NUTRITION, ACCESS TO HEALTH CARE, ACCESS TO STUDENT LEARNING SUPPORTS (HTTPS://WWW.UNITEDWAYSELA.ORG/BETS-SAVING-OUR-SELVES-COVID-19-RELIEF- EFFORT)311 MEAL DELIVERIES VIA UNITED WAY HANDSON ENTERGY VOLUNTEER CENTER & DOORDASH: 1,279 VOLUNTEERS ENGAGED VIA MEAL KIT PREPARATIONS AND DELIVERIES TO HOMEBOUND OLDER ADULTS AND INDIVIDUALS. FOOD BOXES AND HOUSEHOLD SUPPLIES WERE DELIVERED TO NEARLY 47,712 VULNERABLE SENIORS THROUGHOUT NEW ORLEANS PARISH.UNITED FOR GROCERY WORKERS FUND: IN PARTNERSHIP WITH ANTHONY MACKIE, ENTERGY CORPORATION, AND THE NEW ORLEANS COUNCIL ON AGING, PROVIDED ONE-TIME ENTERGY BILL ASSISTANCE TO GROCERY STORE WORKERS LIVING IN ORLEANS PARISH (HTTPS://WWW.UNITEDWAYSELA.ORG/NEWS/ANTHONY-MACKIE-PARTNERS-LAUNCH- GROCERY-WORKER-ASSISTANCE-FUND) MORTGAGE AND RENTAL ASSISTANCE: PROVIDED OVER $430,000 IN MORTGAGE AND RENTAL ASSISTANCE PROGRAM TO HOUSEHOLDS STRUGGLING TO MAKE ENDS MEET IN SOUTHEAST LOUISIANA. LAUNCHED FIRST LOCAL SPANISH AND VIETNAMESE COVID-19 HOTLINES: UNITED WAY OF SOUTHEAST LOUISIANA AND 504HEALTHNET LAUNCHED THE FIRST LOCAL SPANISH AND VIETNAMESE COVID-19 HOTLINES TO REACH UNDERSERVED POPULATIONS IN THE GREATER NEW ORLEANS REGION AND PROVIDE EDUCATION ON HOW, WHERE AND WHEN RESIDENTS CAN GET COVID-19 VACCINES. (HTTPS://WWW.UNITEDWAYSELA.ORG/UNITED-WAY-504HEALTHNET-LAUNCH-LOCAL- COVID-19-HOTLINES) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $791,941 | ExpenseAmt |
| Grant | $476,866 | GrantAmt |
| Desc | HURRICANE LAURA SUPPORT: SUPPORTED 7,000+ EVACUEES BY COLLECTING $445,000 IN SUPPLY DONATIONS, CREATING 2,000 CARE BAGS, AND DISTRIBUTING $25,000 IN FREE UBER RIDES. ALSO RAISED OVER $180,000 COLLECTIVELY WITH SAINTS PRO BOWLER CAM JORDAN AND PARTNERED WITH AMERICAN RED CROSS OF LOUISIANA TO PROVIDE FINANCIAL ASSISTANCE TO HELP FAMILIES RETURN HOME. UNITED WAY OF SOUTHEAST LOUISIANA WILL CONTINUE TO UTILIZE DISASTER TO SERVE AS A CATALYST FOR INNOVATION AND CONTINUE TO UTILIZE THAT ABILITY TO REDEFINE UNITED WAY PARTNERSHIPS AND HOW WE DRIVE IMPACT ACROSS THE SEVEN PARISHES WE SERVE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (8 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $761,579 | $491,862 | J. WAYNE LEONARD PROSPERITY CENTER:UNITED WAY OF SOUTHEAST LOUISIANA'S J. WAYNE LEONARD PROSPERITY CENTER IS A ONE-STOP FINANCIAL CAPABILITY CENTER THAT CONNECTS INDIVIDUALS TO A COMBINATION OF TEN FINANCIAL CAPABILITY SERVICES AT NO COST TO PARTICIPANTS.SERVICES OFFERED ARE:FINANCIAL EDUCATION FINANCIAL COACHING FINANCIAL COUNSELING CREDIT COUNSELING CREDIT BUILDING ACCESS TO SAFE AND AFFORDABLE FINANCIAL PRODUCTS FREE TAX PREPARATION ASSISTANCE ACCESS TO FEDERAL AND STATE INCENTIVIZED SAVINGS PROGRAMS ASSET OWNERSHIP PROGRAMSUNITED WAY OF SOUTHEAST LOUISIANA'S EXPERT FINANCIAL CAPABILITY TEAM DESIGNED A FINANCIAL EDUCATION CURRICULUM AND RESOURCE GUIDE TO EDUCATE AND BRING AWARENESS TO THE COMMUNITY ABOUT WHAT IT MEANS TO BE FINANCIALLY STABLE AND THE STEPS INDIVIDUALS AND FAMILIES CAN TAKE TO ACHIEVE FINANCIAL STABILITY. WE HAVE UTILIZED THE CURRICULUM WITH THE COMMUNITY, CIVIC, AND PRIVATE PARTNERS WITH UNIFORMLY OUTSTANDING RESULTS. WE HAVE USED THE GUIDE WITH THE INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PARTICIPANTS FOR THE PAST TWO AND A HALF YEARS, AND WE HAVE RECEIVED EXCELLENT FEEDBACK FROM THEM. WE ARE ALSO USING THE CURRICULUM WITH OPPORTUNITY CENTERS THROUGH NEW ORLEANS BUSINESS ALLIANCE JOB READINESS TRAINING PROGRAM THAT TARGETS THE 52% OF THE AFRICAN AMERICAN MALES WHO ARE UNEMPLOYED. ADDITIONALLY, WE CONDUCTED TRAINING FOR ENTRY-LEVEL EMPLOYEES AT A LOCAL BUSINESS, ASSOCIATED TERMINALS/TURN SERVICES. THE FEEDBACK FROM PARTICIPANTS WAS EXTREMELY POSITIVE! SINCE PARTNERING WITH OPPORTUNITY CENTERS THROUGH NEW ORLEANS BUSINESS ALLIANCE AND CITY OF NEW ORLEANS WORKFORCE INNOVATION AND OPPORTUNITY ACT (WIOA), WE HAVE EDUCATED OVER 603 PARTICIPANTS IN GROUP TRAINING ABOUT THE ESSENTIAL COMPONENTS OF FINANCIAL EDUCATION. THE TRAINING CONSISTS OF A COMPREHENSIVE CURRICULUM WHICH FOCUSES ON VARIOUS PERSONAL FINANCIAL MANAGEMENT TOPICS WITH THE GOAL OF WEALTH CREATION, ASSET DEVELOPMENT, AND LONG-TERM FINANCIAL SECURITY. THE CONTENT MATERIAL IS BASED ON UWSELA FINANCIAL EDUCATION CURRICULUM AND RESOURCE GUIDE WHICH IS INFLUENCED BY OTHER MONEY MANAGEMENT TRAINING COURSE SUCH AFI FINANCIAL LITERACY CORE COMPETENCIES, FREDDIE MAC'S CREDITSMART, FDIC'S MONEY SMART CURRICULUM, THE FEDERAL RESERVE BANK'S BUILDING WEALTH, CONSUMER ACTION'S MONEYWISE AND A VARIETY OF OTHER FINANCIAL TOOLS AND RESOURCES. THE OBJECTIVE OF THE GROUP TRAINING IS TO INTRODUCE FINANCIAL MANAGEMENT TO THE PARTICIPANTS WITH HOPES OF PROVIDING THEM WITH A MORE IN-DEPTH, ONE-ON-ONE COACHING SESSIONS. THESE COACHING SESSIONS EMPOWER STRIVE NOLA PARTICIPANTS TO ACHIEVE FINANCIAL STABILITY AND LONG-TERM SUCCESS. UWSELA SPECIALISTS OFFER PARTICIPANTS AND THEIR FAMILY WITH THE TOOLS TO CREATE HOUSEHOLD BUDGETS, SAVE MONEY OVER TIME, REDUCE DEBT AND IMPROVE CREDIT SCORES. IT HAS PROVEN TO BE VERY SUCCESSFUL FOR MANY OF THE PARTICIPANTS WHO HAVE TAKEN ADVANTAGE OF THE ONE-ON-ONE COACHING. THROUGH THE PARTNERSHIP WITH NEW ORLEANS BUSINESS ALLIANCE AND CITY OF NEW ORLEANS WORKFORCE INNOVATION AND OPPORTUNITY ACT (WIOA) GRANT, UWSELA HAS PROVIDED ONE-ON-ONE COACHING TO 376 PARTICIPANTS. 89% OF THE PARTICIPANTS HAVE NOT CHECKED THEIR CREDIT REPORT IN OVER A YEAR, AND MOST OF THE TIME THEY ARE AFRAID OF THE UNKNOWN. 75% OF THE PARTICIPANTS HAVE DISPUTED INCORRECT ITEMS ON THEIR CREDIT REPORTS, OF THOSE PARTICIPANTS SEVERAL WERE INCARCERATED LEAVING THEIR CREDIT VULNERABLE FOR FRAUD AND MISUSED BY FAMILY MEMBERS. WE HAVE SEEN AN INCREASE IN CREDIT SCORES AVERAGING 91 POINTS OVER A SPAN OF THREE MONTHS, AN INCREASE IN SAVING AND AN INCREASE IN ESTABLISHING OR RE-ESTABLISHING POSITIVE CREDIT. A DECREASE IN DEBT REDUCTIONS OF $552 ON AVERAGE, A DECREASE IN CREDIT UTILIZATION BY 47% AND A HALT IN APPLYING FOR NEW CREDIT. SEVERAL PARTICIPANTS HAVE OPENED SAVINGS AND CHECKING ACCOUNTS WITH HOPE FEDERAL CREDIT UNION. MANY OTHERS ARE PLANNING TO OPEN BANK ACCOUNTS ONCE THEY BEGIN WORKING. SEVERAL GRADUATES ARE CURRENT PARTICIPANTS IN THE UWSELA INDIVIDUAL DEVELOPMENT ACCOUNTS. |
| $449,364 | $49,258 | LOUISIANA PRISONER RE-ENTRY INITIATIVE (LAPRI) COLLABORATIVE:- 2020-2021 REPRESENTED YEAR TWO OF A THREE-YEAR INITIATIVE. - YEAR 2 OF THE LOUISIANA PRISON REENTRY INITIATIVE (LAPRI) STARTED STRONG AND ON TRACK - THE JEFFERSON PARISH CIG PROGRAM YEAR TWO PROGRAM GOAL WAS TO INCREASE THE NUMBER OF PARTICIPANTS THAT WERE SERVED IN YEAR ONE. - IN YEAR TWO, THE GOAL WAS TO SERVE 60 RETURNING CITIZENS THAT WERE MODERATE TO HIGH RISK OF RECIDIVATING (BEING REARRESTED AND RETURNING BACK TO PRISON). - CLIENTS WERE TO BE REFERRED BY THE DEPARTMENT OF PUBLIC SAFETY AND CORRECTIONS (DPS&C). - PROGRAM PARTNERS INCLUDE THE LOUISIANA DEPARTMENT OF PUBLIC SAFETY AND CORRECTIONS THAT WERE THE SOURCE OF THE REFERRALS, CATHOLIC CHARITIES TO PROVIDE CASE MANAGEMENT SERVICES, JUSTICE AND ACCOUNTABILITY CENTER, SOUTHEAST LEGAL SERVICES AND LOYOLA UNIVERSITY SCHOOL OF LAW TO PROVIDE CIVIL LEGAL SERVICES TO ADDRESS ANY LEGAL BARRIERS AN INDIVIDUAL MAY HAVE. LOUISIANA PUBLIC HEALTH INSTITUTE IS THE EVALUATION PARTNER TO EVALUATE THE EFFICACY OF THE LAPRI MODEL AND ITS IMPLEMENTATION. - 2 ADDITIONAL STAFF MEMBERS WERE HIRED TO SUPPORT LAPRI, A PROGRAM DIRECTOR AND A PROGRAM COORDINATOR. - FUNDING PARTNERS INCLUDE THE LOUISIANA DEPARTMENT OF PUBLIC SAFETY AND CORRECTIONS AND THE JEFFERSON PARIS COUNCIL. - OVER THE SECOND YEAR FUNDING WAS SECURED FROM THE JEFFERSON PARISH COUNCIL AND A PORTION OF DONATED FUNDS WAS ALLOCATED TO SUPPORT THE INITIATIVE. - ONE MONTH INTO THE PROGRAM YEAR, THE COVID-19 PANDEMIC SWEPT ACROSS LOUISIANA AND THE WORLD. - LOUISIANA ENACTED A STAY-AT-HOME ORDER WHICH COMPLETELY ALTERED DAILY LIFE FOR ALL LOUISIANANS. - DUE TO THE COVID-19 PANDEMIC CONDITIONS, COMMUNICATION CHANNELS BETWEEN CIG SERVICE PROVIDERS AND PARTICIPANTS WERE RESTRICTIVE, THE COURTS STOPPED TEMPORARILY SUSPENDED COURT PROCEEDINGS, REFERRALS FROM DPS&C WERE SUSPENDED, AND ALL SUB- CONTRACTORS OF THE GRANT BEGAN WORKING VIRTUALLY. - ENGAGING CLIENTS VIRTUALLY AS A PART OF THE IN-REACH PROCESS WITHIN THE CORRECTIONAL FACILITY PRESENTED CHALLENGES FOR SOME OF THE CORRECTIONAL FACILITIES BECAUSE THE FACILITIES WERE NOT STRUCTURED TO ALLOW PROVIDERS TO ACCESS CLIENTS VIRTUALLY.- THE JEFFERSON PARISH CIG PROGRAM WAS INNOVATIVE AND ADAPTIVE TO THE CHALLENGES OF OPERATING DURING A WORLDWIDE PANDEMIC. - THE PROGRAM STRUCTURE WAS MODIFIED TO ACCEPT REFERRALS FROM THE COMMUNITY, SERVICE PROVIDERS, PROGRAM PARTICIPANTS, PROBATION AND PAROLE, ALLEN CORRECTIONAL FACILITY, RAYMOND LABORDE CORRECTIONAL FACILITY AND REENTRY TRANSITIONAL SPECIALISTS WORKING IN OTHER PARISH JAILS AND STATE CORRECTIONAL FACILITIES ACROSS LOUISIANA. - IN SPITE OF THE CHALLENGES PRESENTED BY COVID-19, IN YEAR 2, WE RECEIVED 40 REFERRALS; 26 OF THOSE REFERRED WERE ENROLLED IN THE PROGRAM.- THE LEGAL SERVICES TEAM CONTINUED TO SERVE OUR CLIENTS TO INCLUDE GETTING CONTEMPT(S) OF COURT WAIVED, REDUCING PARTICIPANT FINES, FEES AND CONSUMER DEBTS, APPLYING FOR DISABILITY BENEFITS AND APPEALING ANY DENIAL OF BENEFITS (SNAP, MEDICAID, HOUSING AND ETC.). - PARTICIPANTS RECEIVING WORKFORCE SERVICES WERE CONNECTED TO EMPLOYMENT WITH VARIOUS SECTORS TO INCLUDE TRUCKING, CONSTRUCTION, LANDSCAPING, WAREHOUSING, RESTAURANT AND CULINARY SERVICES AND OFFSHORE EMPLOYMENT. - WE CONTINUED TO ENGAGE THE COMMUNITY THROUGH JEFFERSON PARISH REENTRY COALITION MEETINGS HELD VIRTUALLY.ACCOMPLISHMENTS INCLUDE:- SERVED A TOTAL OF 38 PARTICIPANTS IN YEAR 2. - 100% OF THE 38 PARTICIPANTS WERE ASSESSED FOR NEEDS, RISK, AND RESPONSIVITY BY CASE MANAGEMENT. - 100% OF THE 38 PARTICIPANTS RECEIVED AN INTENSIVE CASE MANAGEMENT PLAN. - 75% WERE CONNECTED TO PERMANENT EMPLOYMENT. - 95% WERE ENROLLED IN BENEFITS UPON THEIR RELEASE. - 82% OF THE PARTICIPANTS COMPLETE THE PROGRAM SIX-MONTHS, POST RELEASE, WITHOUT A TECHNICAL VIOLATION. - 16 CLIENTS HAD DEBTS CLEARED AND/OR ATTACHMENTS LIFTED - 43 SEPARATE PAYMENT PLANS OR WAIVERS WERE GRANTED - 37 WARRANTS/ATTACHMENTS WERE LIFTED - $22,389.50 IN TOTAL DEBT WAS WAIVED. |
| $418,235 | VITA, EITC, AND SINGLE STOP:VITA IS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM THAT ASSISTS LOW-TO-MODERATE INCOME WORKERS WITH FREE TAX PREPARATION SERVICES TO KEEP ALL OF THEIR TAX REFUNDS IN THEIR POCKETS. IRS TRAINED VITA VOLUNTEERS HELP THE TAXPAYERS AVOID PAYING HIGH FEES AND PREDATORY LENDING PRACTICES. THE VOLUNTEERS MAKE SURE THAT THE TAXPAYERS TAKE ADVANTAGE OF ALL CREDITS SUCH AS EARNED INCOME TAX CREDITS (EITC), CHILD TAX CREDITS, ETC. EITC IS THE NATION'S LARGEST ANTI-POVERTY PROGRAM THAT HELPS TO BRING LOW INCOME FAMILIES OUT OF POVERTY. UNITED WAY CONDUCTS MARKETING AND OUTREACH ON THE VITA PROGRAM AND EITC THROUGHOUT OUR SEVEN PARISH SERVICE AREA AND BEYOND. UNITED WAY PARTNERS WITH SINGLE STOP USA AND DELGADO COMMUNITY COLLEGE TO OFFER FREE TAX PREPARATION AND BENEFITS SCREENING FOR STUDENTS TO HELP THEM GET ALL THE PUBLIC BENEFITS THEY ARE ELIGIBLE FOR. THE GOAL IS TO INCREASE THE STUDENT'S INCOME SO THEY DON'T HAVE TO DROP OUT OF SCHOOL BECAUSE OF LACK OF CHILD CARE OR HAVING TO MAKE TOUGH CHOICES LIKE PAYING FOR BOOKS OR FOOD. ACCOMPLISHMENTS: * TOTAL NUMBER OF INCOME TAX RETURNS COMPLETED- 8,698 * TOTAL AMOUNT OF INCOME TAX REFUNDS- $11,701,834* TOTAL AMOUNT OF EARNED INCOME TAX CREDITS- $2,991,310 | |
| $297,280 | NEW ORLEANS GRADE LEVEL READING CAMPAIGN:- 125 ORGANIZATIONS AND BUSINESSES ACTIVELY PARTICIPATING IN THE COLLABORATION.- 552 OF COMMUNITY MEMBERS INVOLVED THROUGH THE COLLABORATION- MULTIPLE PARTNERSHIPS ESTABLISHED IN ALL THREE GRADE-LEVEL READINESS DRIVER AREAS: SCHOOL READINESS, SUMMER LEARNING AND ATTENDANCE. PARTNERSHIPS AND THEIR PURPOSE HAVE INCLUDED: EARLY CARE AND EDUCATION FUNDING & POLICY (AN EXAMPLE OF OUR PARTNERS INCLUDE AGENDA FOR CHILDREN, ENTERGY NEW ORLEANS, INSTITUTE OF MENTAL HYGIENE, W.K. KELLOGG FOUNDATION, LOUISIANA POLICY INSTITUTE FOR CHILDREN, WOMEN UNITED, WYES, KINGSLEY HOUSE, URBAN LEAGUE OF LOUISIANA, LOUISIANA CHILDREN'S MUSEUM, N.O. CHILDREN AND YOUTH PLANNING BOARD, MAYOR'S OFFICE FOR YOUTH AND FAMILIES, NEW ORLEANS EARLY EDUCATION NETWORK, POWER COALITION FOR EQUITY AND JUSTICE, LOYOLA UNIVERSITY COLLEGE OF LAW, SAVE THE CHILDREN ACTION NETWORK, STAND NATIONAL); AND SUMMER LEARNING (NORDC, NEW ORLEANS PUBLIC LIBRARY, URBAN LEAGUE OF LOUISIANA, N.O. YOUTH ALLIANCE, NATIONAL SUMMER LEARNING ASSOCIATION, FIRSTBOOK, ABUNDANCE OF DESIRE, DISCOVERYFEST, COMMUNITIES IN SCHOOLS, AND KIDSMART). PARTNERSHIPS FOR OUR ATTENDANCE WORK INCLUDE NOLA PUBLIC SCHOOLS, N.O. CHILDREN AND YOUTH PLANNING BOARD, MAYOR'S OFFICE FOR YOUTH AND FAMILIES, TOTAL COMMUNITY ACTION, FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN, AND HEALTH AND EDUCATION ALLIANCE OF LOUISIANA (HEAL). IN ADDITION TO A SUMMER LEARNING WORKING GROUP THAT DEVELOPED THE KAY FENNELLY LITERACY INSTITUTE, THE CAMPAIGN HAS ALSO ACTIVATED ITS SCHOOL READINESS WORKING GROUP, WHICH HAS OUTLINED A DETAILED INTERNAL COLLABORATIVE PLAN TO INCREASE ACCESS TO QUALITY ECE IN NEW ORLEANS; AND THE ATTENDANCE TASK FORCE WHICH HAS BEGUN TO IDENTIFY THE SYSTEMIC ISSUES THAT CONTRIBUTE TO CHRONIC ABSENCE IN ORLEANS SCHOOLS. - THE EFFORTS ACCOMPLISHED IN THE SECOND HALF OF THE YEAR CONTINUED MOMENTUM TO SECURE DEDICATED FUNDING FOR THE CREATION AND SUSTAINABILITY OF HIGH-QUALITY EARLY CARE AND EDUCATION SEATS. WITHIN THE GRANT PERIOD, THE CAMPAIGN SUCCESSFULLY ADVOCATED FOR $3 MILLION DOLLARS FROM THE NEW ORLEANS CITY COUNCIL AND THE MAYOR'S OFFICE TO CREATE 194 NEW SEATS AND SUPPORT NECESSARY WRAP-AROUND SERVICES FOR FAMILIES. IN 2020, THE KAY FENNELLY LITERACY INSTITUTE AIMED TO SERVE UP TO 25 SUMMER PROGRAMS FOR SUMMER 2020 BUT AT THE TIME OF REPORTING, COVID-19 WAS RAMPANT IN OUR COMMUNITY WHICH DRASTICALLY AFFECTED, HALTED OR RESULTED IN CLOSURE OF OPERATIONS FOR SEVERAL OF OUR SUMMER PROGRAM PARTNERS. ULTIMATELY WE WERE ABLE TO ENGAGE 13 SUMMER PROGRAMS SERVING AT 21 SITES AND INTERNALLY PIVOTED TO A VIRTUAL COACHING AND TRAINING MODEL FOR OUR CAMPS THAT OPERATED EITHER IN-PERSON, VIRTUAL OR HYBRID. | |
| $182,344 | SNAP EMPLOYMENT AND TRAINING:TO EXPAND OUR WORKFORCE DEVELOPMENT INVESTMENTS AND COMMUNITY-STRENGTHENING EFFORTS, UWSELA SERVES AS CONTRACTOR FOR THE LOUISIANA DEPARTMENT OF CHILDREN AND FAMILY SERVICES TO PROVIDE CAPACITY BUILDING RESOURCES, PROGRAM COMPLIANCE AND ADMINISTER REIMBURSEMENT FUNDING FROM THE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM EMPLOYMENT AND TRAINING (SNAP E&T) PROGRAM TO LOCAL NONPROFIT PARTNERS. THE SNAP E&T PROGRAM HELPS SNAP HOUSEHOLDS GAIN SKILLS, TRAINING, WORK, OR EXPERIENCE THAT WILL INCREASE THEIR ABILITY TO OBTAIN REGULAR EMPLOYMENT THAT LEADS TO ECONOMIC SELF-SUFFICIENCY. THE PROGRAM PROVIDES REIMBURSEMENT FUNDING FOR A PACKAGE OF SERVICES THAT INCLUDES PARTICIPANT ASSESSMENT, EMPLOYMENT AND TRAINING ACTIVITIES, AND SUPPORT SERVICES.AS A CONTRACTOR, UWSELA LEVERAGES ITS CAPACITY BUILDING RESOURCES TO FACILITATE THE RETURN OF SNAP E&T FUNDING FOR COMMUNITY AND FAITH-BASED ORGANIZATIONS (SUBCONTRACTORS) PROVIDING SERVICES IN THE AREAS OF JOB SEARCH TRAINING, EDUCATION, VOCATIONAL TRAINING, AND WORK EXPERIENCE. THIS PROGRAM ALLOWS US TO DRAW DOWN MUCH-NEEDED DOLLARS TO HELP BUILD A MORE ENGAGED AND SKILLED WORKFORCE WHILE MINIMIZING PRESSURE ON SOCIAL SERVICES.AS OF JUNE 30, 2021, UWSELA AND THE CURRENT SEVEN SUBCONTRACTOR PARTNERS PROVIDING DIRECT SERVICE FOR WORKFORCE DEVELOPMENT TRAINING, HAVE COLLECTIVELY INVESTED $2,773,801.94 IN PROGRAMMATIC WORK AROUND WORKFORCE READINESS AND DEVELOPMENT. PARTICIPATION IN THE SNAP E&T PROGRAM HAS ALLOWED FOR THE REIMBURSEMENT OF $1,436,986.35 GOING BACK TO UWSELA AND ITS SUBCONTRACTOR PARTNERS, WHICH CAN THEN BE REINVESTED IN PROGRAMMATIC WORK. | |
| $162,337 | $118,000 | INDIVIDUAL DEVELOPMENT ACCOUNT PROJECT (IDA):AN IDA IS A MATCHED SAVINGS ACCOUNT THAT HELPS LOW-INCOME INDIVIDUALS AND FAMILIES SAVE MONEY TO ACQUIRE AN ECONOMIC ASSET THAT CAN BUILD LONG-TERM FINANCIAL STABILITY AND SELF-SUFFICIENCY. THIS PROJECT ALLOWS PARTICIPANTS TO USE THEIR IDAS FOR DOWN PAYMENT/ CLOSING COSTS ON A NEW HOME, START OR EXPAND A SMALL BUSINESS, TRANSFER IDA FOR POST-SECONDARY EDUCATION, AND VEHICLE PURCHASES. PARTICIPANTS ARE REQUIRED TO ATTEND FINANCIAL EDUCATION COURSES AND ASSET-SPECIFIC TRAINING BEFORE MAKING A PURCHASE. THEY ARE ALSO REQUIRED TO SAVE FOR AT LEAST SIX MONTHS BEFORE MAKING A PURCHASE. IDA PROJECT PARTNERS PROVIDE FINANCIAL EDUCATION, CREDIT COUNSELING, AND ASSET-SPECIFIC TRAINING. WE RECEIVED A $350,500 ASSET FOR INDEPENDENCE (AFI) ON SEPTEMBER 30, 2018, TO START OUR THIRD PROGRAM. ACCOMPLISHMENTS: * TOTAL NUMBER OF PARTICIPANTS ENROLLED - 38* 19 HOMEOWNERSHIP * 3 VEHICLE * 14 BUSINESS START-UP OR EXPANSION * 2 POST-SECONDARY EDUCATION* TOTAL NUMBER OF PARTICIPANTS THAT HAVE COMPLETED 12 HOURS OF HOMEBUYER TRAINING - 19* TOTAL NUMBER OF PARTICIPANTS THAT HAVE COMPLETED 12 HOURS OF FINANCIAL EDUCATION - 38* ASSET PURCHASES - 38 TOTAL; 19 HOMEOWNERSHIP, 14 SMALL BUSINESS, 3 VEHICLES, 2 POST-SECONDARY EDUCATION |
| $90,800 | $90,800 | RATE PAYER ENDOWMENT:PROGRAM OVERVIEWTHE KAY FENNELLY SUMMER LITERACY INSTITUTE SEEKS TO LEVERAGE THE EXISTING ASSETS WITHIN SUMMER PROGRAMS AND INFUSE EASY-TO-IMPLEMENT LITERACY PRACTICES TO ENSURE THAT MORE CHILDREN, AGES 4-8, IN NEW ORLEANS HAVE ACCESS TO A QUALITY SUMMER PROGRAM SO THAT THEY ARE BETTER PREPARED TO ENTER THE SCHOOL YEAR AT THE END OF SUMMER. SUPPORT FOR THE INSTITUTE CAME FROM THE UWSELA'S RATE PAYERS ENDOWMENT, GPOA FOUNDATION, AND DAVID FENNELLY. THE GOAL OF THE KAY FENNELLY SUMMER LITERACY INSTITUTE (THE INSTITUTE), IS AS FOLLOWS: BY 2024, 2,000 OR MORE LOW-INCOME CHILDREN, AGES 4-8, WILL PARTICIPATE IN AFFORDABLE, HIGH-QUALITY, LITERACY-RICH SUMMER PROGRAMMING.OUR APPROACH:- SUPPORT SUMMER PROGRAMS IN INTEGRATING PRACTICES THAT PROMOTE LITERACY AND SUMMER LEARNING INTO THEIR SUMMER CAMPS- WORK WITH THE WILLING AND COMMITTED- ALWAYS ADD VALUE- BE RESPONSIVE (TO CAMPS' GOALS, NEEDS, CURRENT LITERACY PRACTICES AND CAPACITY TO GROW)- LEARN TOGETHERTHE ORIGINAL PLAN FOR THE INSTITUTE IN 2020 WAS TO DEEPEN AND STRENGTHEN THE PARTNERSHIPS AND SUPPORTS BUILT OUT IN 2019, SO THE FENNELLY TEAM COULD GAIN FURTHER CLARITY ON THE VALUE SUMMER PROGRAMS GAIN FROM THE INSTITUTE'S SUPPORTS. MORE SPECIFICALLY, THE INSTITUTE'S THREE COMPONENTS WOULD INCLUDE WORKSHOPS ON LITERACY INTEGRATION, EMBEDDED INSTRUCTIONAL COACHING, AND STIPENDS THAT INCREASED ORGANIZATIONS' CAPACITY TO FUND LITERACY-RELATED ACTIVITIES, IN LINE WITH THEIR PARTICIPATION IN THE INSTITUTE. THE AUDIENCE WOULD, ONCE AGAIN, BE PRIMARILY INSTRUCTIONAL STAFF, BUT THE INSTITUTE WOULD REACH FURTHER TO SUPPORT ORGANIZATIONS' PROGRAM LEADERS AND EXECUTIVE DIRECTORS, WHO MIGHT NOT BE THE INDIVIDUALS DELIVERING LITERACY-INTEGRATED INSTRUCTION, BUT WHO ARE THE ONES CREATING, IMPLEMENTING, AND CONTINUALLY IMPROVING OVERALL PROGRAM DESIGN. THE INTENTION OF THIS DEEPER LEVEL OF SUPPORT FOR ORGANIZATION LEADERSHIP WAS TWOFOLD: 1) WE WANTED TO ENSURE LITERACY-INTEGRATION PRACTICES WERE IMPLEMENTED INCREASINGLY ACROSS ALL ASPECTS AND AGES OF SUMMER CAMPS, AND 2) SINCE SUMMER PROGRAM STAFF TURNOVER IS TYPICALLY QUITE HIGH AMONG INSTRUCTIONAL STAFF, REACHING LEADERSHIP STAFF, WHO MIGHT RETURN FOR MULTIPLE SUMMERS, WOULD INCREASE LIKELIHOOD OF MULTIYEAR PROGRESS AND CONTINUED DEVELOPMENT OF LITERACY-INTEGRATION PRACTICES.BECAUSE OF COVID-19, THE INSTITUTE ADAPTED ITS MODEL IN ORDER TO PROVIDE THE GREATEST VALUE TO ORGANIZATIONS WITH SUMMER PROGRAMS THAT NEEDED TO PRIORITIZE HEALTH AND SAFETY OVER ALL OTHER CONCERNS, AND THAT NEEDED TO ADJUST THEIR OWN PLANS FOR STAFFING AND PROGRAM DELIVERY. THE INSTITUTE TEAM DECIDED TO STILL PROVIDE ALL THREE COMPONENTS, AND REMAIN IN FREQUENT COMMUNICATION ABOUT HOW THE COMPONENTS MIGHT NEED TO BE ADJUSTED, IN LIGHT OF THE CIRCUMSTANCES OF 2020.THE INSTITUTE'S TEAM INCLUDED:- CAMPAIGN MANAGER- INSTITUTE COORDINATOR- KID SMART: EXECUTIVE DIRECTOR, INSTRUCTIONAL COACHES (WHO WERE EVENTUALLY RETITLED LITERACY SUPPORT PARTNERS)- THE TEAM MET WEEKLY, BEGINNING IN LATE MARCH. FREQUENT MEETINGS WERE NECESSARY, IN ORDER TO CONTINUALLY ADAPT TO THE EVER-CHANGING CIRCUMSTANCES OF COVID-19.PARTICIPANT SELECTION METHODOLOGY:WHO DID WE REACH OUT TO?: IN EARLY MARCH, THE 2020 REQUEST FOR APPLICATIONS TO THE INSTITUTE WAS SENT OUT BY THE CAMPAIGN FOR GRADE LEVEL READING. IT WAS DISTRIBUTED TO THE CAMPAIGN'S EMAIL LIST AND PAST INSTITUTE PARTICIPANTS. ADDITIONALLY, NORD RECEIVED THE APPLICATION AND AGREED TO DISTRIBUTE IT TO NORD CAMPS IN EARLY MARCH.HOW DID WE REACH OUT?: NOTIFICATION AND APPLICATION LINK WAS SENT OUT VIA EMAIL. AS COVID-19 MANDATED STAY-AT-HOME CONDITIONS FOR ALL OF LOUISIANA, THE CAMPAIGN RE-DISTRIBUTED THE APPLICATION MULTIPLE TIMES. THE APPLICATION DEADLINE WAS ALSO EXTENDED TWICE, ADDING A MONTH TO THE APPLICATION PROCESS. THE INSTITUTE TEAM ALSO CONSIDERED ALLOWING ADDITIONAL APPLICANTS AFTER THE SECOND DEADLINE, IF IT BECAME CLEAR THAT THERE WERE MORE ORGANIZATIONS INTERESTED, BUT UNABLE TO COMMIT UNTIL THEY WERE CLEAR ABOUT THEIR OWN CAPACITY TO IMPLEMENT SUMMER PROGRAMMING. DURING THE ADDITIONAL MONTH, THE INSTITUTE COORDINATOR AND THE CAMPAIGN MANAGER CONTACTED ORGANIZATION DIRECTORS BY PHONE, IN ORDER TO RE-ESTABLISH COMMUNICATION WITH ORGANIZATION LEADS, TO DETERMINE WHETHER THEY WERE STILL PLANNING TO IMPLEMENT SUMMER PROGRAMMING AND TO PARTICIPATE IN THE INSTITUTE, AND TO UNDERSTAND THE WAYS IN WHICH THEIR SUMMER PROGRAM PLANS WERE NECESSARILY SHIFTING DUE TO COVID-19. AFTER THE FINAL DEADLINE, IT WAS DETERMINED THAT NO ADDITIONAL ORGANIZATIONS WOULD BE ABLE OR INTERESTED TO PARTICIPATE IN THE INSTITUTE.WHO SIGNED ON TO PARTICIPATE?: FIFTEEN ORGANIZATIONS SERVING 21 SUMMER PROGRAM SITES ORIGINALLY APPLIED AND WERE INVITED TO PARTICIPATE. TWO OF THESE ORGANIZATIONS, EACH SERVING ONE SITE, NOTIFIED THE INSTITUTE THAT THEY WERE CANCELING THEIR SUMMER PROGRAM, DUE TO CIRCUMSTANCES AS A RESULT OF COVID-19. ULTIMATELY, 13 ORGANIZATIONS PARTICIPATED. FOUR ORGANIZATIONS PARTICIPATED IN THEIR THIRD INSTITUTE, 5 RETURNED FOR A SECOND YEAR, AND 4 ORGANIZATIONS WERE NEW TO THE INSTITUTE THIS YEAR. THESE ORGANIZATIONS IMPLEMENTED A TOTAL OF 13 IN-PERSON CAMPS, 1 HYBRID (PARTIALLY IN-PERSON AND PARTIALLY ONLINE) CAMP, AND 3 COMPLETELY ONLINE CAMPS. THE CAMPS SERVED APPROXIMATELY 800 CHILDREN, AND APPROXIMATELY 500 OF THESE CHILDREN WERE RISING THIRD GRADERS OR YOUNGER. IT WILL BE DIFFICULT TO CALCULATE AN EXACT NUMBER OF CHILDREN SERVED, AS ONLINE CAMPS SERVED CHILDREN WHO OFFICIALLY REGISTERED FOR CAMP, BUT ADDITIONAL CHILDREN ACCESSED CAMP CONTENT IN BOTH SYNCHRONOUS AND ASYNCHRONOUS ENVIRONMENTS. PARTICIPATING ORGANIZATIONS WERE ALL COMMUNITY-BASED PROGRAMS. SOME WERE INDEPENDENTLY RUN BY NONPROFIT ORGANIZATIONS, OTHERS WERE RUN BY ORGANIZATIONS IN PARTNERSHIP WITH NORD, AT NORD CENTERS, AND OTHERS WERE NORD-RUN CAMPS AT NORD CENTERS.CAMP SELECTION PROCESSALTHOUGH THE INSTITUTE TEAM CONSIDERED USING THE SAME SELECTION METRICS USED IN 2019, THE TEAM ULTIMATELY DECIDED TO USE ORGANIZATIONS' RESPONSES TO BRIEF PHONE INTERVIEWS, AND TO INVITE ANY APPLYING ORGANIZATION, REGARDLESS OF PROGRAM DESIGN OR LENGTH, TO EVERY WORKSHOP. THIS DECISION WAS LARGELY BASED ON THE DESIRE TO SUPPORT AND SERVE AS MANY ORGANIZATIONS AS POSSIBLE, IN ORDER TO HELP SUMMER CAMPS INTEGRATE LITERACY-RELATED ACTIVITIES AND COMBAT THE LEARNING LOSS THAT MIGHT HAVE ALREADY OCCURRED DUE TO DISTANCE LEARNING CHALLENGES IN SPRING 2020. IN THE INTERVIEWS, ORGANIZATIONS WERE SCREENED TO DETERMINE WHETHER THEY HAD APPLIED PRIMARILY TO RECEIVE THE STIPEND, WHICH IS NOT THE INTENT OF THE INSTITUTE. ALL APPLICANTS WERE INFORMED OF THE REQUIREMENT TO PARTICIPATE IN ALL THREE COMPONENTS OF THE INSTITUTE.INSTITUTE DESIGNWORKSHOPS: AS IN YEARS PAST, THE INSTITUTE INCLUDED A SERIES OF WORKSHOPS FOCUSING ON LITERACY INTEGRATION, BEFORE SUMMER PROGRAMS BEGAN. ALL PARTICIPATING ORGANIZATIONS WERE INVITED TO ATTEND ALL WORKSHOPS, THOUGH ONLY THE ORIENTATION/BUILDING A CULTURE OF LITERACY WORKSHOP WAS REQUIRED. FOR THE FIRST TIME, ALL WORKSHOPS WERE PRESENTED ONLINE, AS A ZOOM-BASED WEBINAR WITH AUDIENCE PARTICIPATION THROUGHOUT. ADDITIONAL WORKSHOPS INCLUDED:1. INTERACTIVE READ ALOUDS2. LITERACY INTEGRATION INTO ENRICHMENT CLASSES AND CONTENT3. LITERACY CENTERS AND SPACESALL WORKSHOPS WERE RECORDED AND SUBSEQUENTLY POSTED ON A KAY FENNELLY SUMMER LITERACY INSTITUTE YOUTUBE CHANNEL.INSTRUCTIONAL COACHINGTHE 2020 COACHING PLAN DIFFERED FROM 2019, IN THAT THE KIDSMART INSTRUCTIONAL COACHES WOULD BEGIN THEIR CONTACT WITH THEIR PAIRED ORGANIZATIONS EARLIER IN THE PROCESS. THIS WAS BECAUSE, WITH A YEAR OF EXPERIENCE, THEY WERE EQUIPPED TO HAVE INITIAL CONVERSATIONS FOR THE PURPOSE OF GATHERING INFORMATION AND BUILDING RAPPORT. THE PRELIMINARY MANAGEMENT COACHING THAT OCCURRED IN 2019 WAS REPLACED BY AN INSTRUCTIONAL SUPPORT SEQUENCE FOR SESSIONS 1 & 2 TEMPLATE THAT GUIDED THE INSTRUCTIONAL COACHES.INSTRUCTIONAL COACHES ENDEAVORED TO WORK WITH ONE OR TWO INSTRUCTORS WITHIN EACH PROGRAM, IN ORDER TO BUILD SKILLS AND STRENGTHEN DELIVERY OF LITERACY-INTEGRATED INSTRUCTION. WHEN INSTRUCTORS COULD NOT BE IDENTIFIED, DUE TO THE CONSTRAINTS OF IMPLEMENTING CAMPS DURING COVID-19, COACHES WORKED WITH PROGRAM OR ORGANIZATIONAL LEADERS.CDC REGULATIONS PROHIBITED COACHES FROM INITIALLY PLANNING IN-PERSON CONVERSATIONS, OBSERVATIONS, AND FOLLOW-UP SUPPORTS. MOST INTERACTIONS OCCURRED VIA ZOOM, FACETIME, OR OTHER ONLINE COMMUNICATION PLATFORM. CLASS OBSERVATIONS ALSO OCCURRED REMOTELY, AS COACHES WORKED WITH PROGRAM DIRECTORS AND STAFF TO ARRANGE CAMERAS TO RECORD OR OTHERWISE MAKE OBSERVATION POSSIBLE.NEAR THE END OF THE SUMMER, AS SPECIFIC CIRCUMSTANCES ALLOWED, SOME COACHING SUPPORTS OCCURRED IN-PERSON, IN SOCIALLY DISTANT, LARGE SPACES, AND LOW-ATTENDANCE CLASSES. |
| $146,725 | $86,985 | ALL OTHER PROGRAM SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,508,664 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $836,905 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $10,228,443 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 57 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA MODLIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5048225540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2515 CANAL STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR ELWOOD CAHILL | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MS LACEY CONWAY | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MELANIE CRAIG | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MIKE EDWARDS | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MS ELIZABETH ELLISON-FROST | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID FRANCIS | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MS NORMA GRACE | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ROBERT KIMBRO | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MS TANDRA LEMAY | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DERRICK MARTIN | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PAUL MATTHEWS | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR SCOTT REITAN | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MS TARYN ROGERS | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR BRYAN SCOFIELD | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MS RACHEL SHIELDS | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MS ADRIENNE SLACK | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ROBERT TANNER | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| DR TOYA BARNES-TEAMER | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL TODD | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RICK YOUNG | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MR GARY LORIO | |||||||
| IMMEDIATE PAST VICE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR TAKEISHA DAVIS | |||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MR TED RUDDOCK | |||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MR TOD SMITH | |||||||
| VICE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MRS CATHY MCRAE | |||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL WILLIAMSON | |||||||
| PRESIDENT/CEO | 37.50 | $323,782 | $0 | $49,936 | Yes (X) | ||
| CHARMAINE CACCIOPPI | |||||||
| EXEC. VP/COO | 37.50 | $265,756 | $0 | $31,935 | Yes (X) | ||
| DEBRA MODLIN | |||||||
| CHIEF FINANCIAL OFFICER | 37.50 | $168,945 | $0 | $40,080 | Yes (X) | ||
| MARY AMBROSE | |||||||
| CHIEF IMPACT OFFICER | 37.50 | $138,186 | $0 | $23,376 | Yes (X) | ||
| JAMENE DAHMER | |||||||
| SR. VP LONG TERM RECOVERY | 37.50 | $121,123 | $0 | $19,969 | Yes (X) | ||
| CAROL GSTOHL | |||||||
| CHIEF HR OFFICER | 37.50 | $118,675 | $0 | $19,041 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,136,467 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $184,337 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $11,325 | FundraisingAmt |
| Government Grants | $672,690 | GovernmentGrantsAmt |
| All Other Contributions | $19,341,523 | AllOtherContributionsAmt |
| Noncash Contributions | $567,997 | NoncashContributionsAmt |
| Total Contributions | $20,025,538 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $72,715 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,715 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $72,715 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,979 | TotalRevenueColumnAmt |
| Exclusion | $105,979 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,852 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,513 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$70,661 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$70,661 | TotalRevenueColumnAmt |
| Exclusion | -$70,661 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,077 | SecuritiesAmt |
| Other | $37,390 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $10,088 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,077 | SecuritiesAmt |
| Other | $27,302 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,379 | TotalRevenueColumnAmt |
| Exclusion | $81,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,448 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $11,325 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $865 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,583 | TotalRevenueColumnAmt |
| Exclusion | $7,583 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| SETTLEMENT PROCEEDS | 900099 | $45,141 | $45,141 | |
| REFUNDS/REIMBURSEMENTS | 900099 | $18,217 | $18,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $63,358 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,285,891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,932 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $169,421 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,560,937 | TotalAmt |
| Program Services | $5,560,937 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,300,637 | TotalAmt |
| Program Services | $1,300,637 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,189 | TotalAmt |
| Program Services | $533,608 | ProgramServicesAmt |
| Management And General | $312,971 | ManagementAndGeneralAmt |
| Fundraising | $124,610 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,584,043 | TotalAmt |
| Program Services | $1,415,959 | ProgramServicesAmt |
| Management And General | $336,358 | ManagementAndGeneralAmt |
| Fundraising | $831,726 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,238 | TotalAmt |
| Program Services | $77,194 | ProgramServicesAmt |
| Management And General | $25,572 | ManagementAndGeneralAmt |
| Fundraising | $61,472 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,282 | TotalAmt |
| Program Services | $119,143 | ProgramServicesAmt |
| Management And General | $34,492 | ManagementAndGeneralAmt |
| Fundraising | $87,647 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,606 | TotalAmt |
| Program Services | $128,916 | ProgramServicesAmt |
| Management And General | $45,474 | ManagementAndGeneralAmt |
| Fundraising | $72,216 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,928 | TotalAmt |
| Program Services | $2,421 | ProgramServicesAmt |
| Management And General | $34,842 | ManagementAndGeneralAmt |
| Fundraising | $1,665 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,712 | TotalAmt |
| Program Services | $5,967 | ProgramServicesAmt |
| Management And General | $2,642 | ManagementAndGeneralAmt |
| Fundraising | $4,103 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,345 | TotalAmt |
| Program Services | $665,895 | ProgramServicesAmt |
| Management And General | $18,800 | ManagementAndGeneralAmt |
| Fundraising | $54,650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,691 | TotalAmt |
| Program Services | $18,746 | ProgramServicesAmt |
| Management And General | $1,230 | ManagementAndGeneralAmt |
| Fundraising | $13,715 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,438 | TotalAmt |
| Program Services | $167,771 | ProgramServicesAmt |
| Management And General | $34,758 | ManagementAndGeneralAmt |
| Fundraising | $78,909 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,980 | TotalAmt |
| Program Services | $127,878 | ProgramServicesAmt |
| Management And General | $27,051 | ManagementAndGeneralAmt |
| Fundraising | $49,051 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,535 | TotalAmt |
| Program Services | $13,679 | ProgramServicesAmt |
| Management And General | $2,055 | ManagementAndGeneralAmt |
| Fundraising | $7,801 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,418 | TotalAmt |
| Program Services | $25,289 | ProgramServicesAmt |
| Management And General | $5,728 | ManagementAndGeneralAmt |
| Fundraising | $14,401 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,935 | TotalAmt |
| Management And General | $149,935 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,818 | TotalAmt |
| Program Services | $51,246 | ProgramServicesAmt |
| Management And General | $10,953 | ManagementAndGeneralAmt |
| Fundraising | $17,619 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | $17,530 | $12,120 | $2,022 | $3,388 |
| MISCELLANEOUS | $2,269 | $1,037 | $417 | $815 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,697,531 | TotalAmt |
| Program Services | $10,228,443 | ProgramServicesAmt |
| Management And General | $1,045,300 | ManagementAndGeneralAmt |
| Fundraising | $1,423,788 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,573 | BOYAmt |
| EOY | $1,124,948 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,832,781 | BOYAmt |
| EOY | $10,587,298 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,957,036 | BOYAmt |
| EOY | $3,271,093 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120 | BOYAmt |
| EOY | $25 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,979,892 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,421,097 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,076 | BOYAmt |
| EOY | $558,795 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,800,388 | BOYAmt |
| EOY | $7,851,245 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,545,179 | BOYAmt |
| EOY | $4,292,618 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,916 | BOYAmt |
| EOY | $409,564 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,163,069 | BOYAmt |
| EOY | $28,095,586 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,441 | BOYAmt |
| EOY | $263,538 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,933 | BOYAmt |
| EOY | $112,078 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,474,580 | BOYAmt |
| EOY | $4,844,150 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,337,954 | BOYAmt |
| EOY | $5,219,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,627,788 | BOYAmt |
| EOY | $18,700,672 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,197,327 | BOYAmt |
| EOY | $4,175,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,825,115 | BOYAmt |
| EOY | $22,875,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,163,069 | BOYAmt |
| EOY | $28,095,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,588,360 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,462,345 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,594,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,048,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,274,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,456,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,025,538 | CurrentTaxYearAmt |
| Total | $74,399,347 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,594,998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,048,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,274,288 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,456,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,025,538 | CurrentTaxYearAmt |
| Total | $74,399,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $18,593,821 | SubstantialContributorsTotAmt |
| Public Support Total170 | $55,805,526 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $312,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $395,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,753 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,831 | CurrentTaxYearAmt |
| Total | $1,269,997 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7,583 | CurrentTaxYearAmt |
| Total | $7,583 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,916,406 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,779 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,358 | CurrentTaxYearAmt |
| Total | $2,014,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $77,691,382 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $793,252 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE/SETTLEMENT PROCEEDS - 2016 AMOUNT: $ 1,916,406. 2020 AMOUNT: $ 45,141. REFUNDS/REIMBURSEMENTS - 2017 AMOUNT: $ 4,433. 2018 AMOUNT: $ 18,779. 2019 AMOUNT: $ 11,479. 2020 AMOUNT: $ 18,217. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $37,458 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,074 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $51,532 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,645,999 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,697,531 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $784,877 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $196,219 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $849,204 | CurrentYearMinus3Amt |
| Current Year Minus2 | $756,007 | CurrentYearMinus2Amt |
| Current Year Minus1 | $904,476 | CurrentYearMinus1Amt |
| Current Year | $784,877 | CurrentYearAmt |
| Total | $3,294,564 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,941,846 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $23,660 | CurrentYearMinus3Amt |
| Current Year Minus2 | $33,755 | CurrentYearMinus2Amt |
| Current Year Minus1 | $36,631 | CurrentYearMinus1Amt |
| Current Year | $51,532 | CurrentYearAmt |
| Total | $145,578 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $212,301 | CurrentYearMinus3Amt |
| Current Year Minus2 | $189,002 | CurrentYearMinus2Amt |
| Current Year Minus1 | $226,119 | CurrentYearMinus1Amt |
| Current Year | $196,219 | CurrentYearAmt |
| Total | $823,641 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,235,462 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $16,900 | CurrentYearMinus3Amt |
| Current Year Minus2 | $24,111 | CurrentYearMinus2Amt |
| Current Year Minus1 | $26,165 | CurrentYearMinus1Amt |
| Current Year | $37,458 | CurrentYearAmt |
| Total | $104,634 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,000 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $40,369 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,559 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,513,273 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,469,008 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $236,014 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,746,267 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,659,498 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $87,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $233,225 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,513,273 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,639,848 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $246,896 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $227,246 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,659,498 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,440,832 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $422,183 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $223,167 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,639,848 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,145,992 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $517,138 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $222,298 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,440,832 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63411 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.25870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10719 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $292,805 | OtherCostOrOtherBasisAmt |
| Book Value | $292,805 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,298,264 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,072,654 | DepreciationAmt |
| Book Value | $225,610 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $336,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $312,608 | DepreciationAmt |
| Book Value | $23,985 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,230 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,835 | DepreciationAmt |
| Book Value | $16,395 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $558,795 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | $3,897,839 | F |
| INVESTMENT IN COMMON ENDOWMENT FUND OF GREATER NEW ORLEANS FOUNDATION | $394,779 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,292,618 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOCATIONS, DESIGNATIONS AND PROGRAMS PAYABLE | $4,831,273 |
| LEASE LIABILITY | $12,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,844,150 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,057,341 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,462,345 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $401,318 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $93,378 | OtherRevenueAmt |
| Revenue Not Reported | $1,957,041 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,100,300 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,764 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,163,827 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,185,591 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,285,891 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,006,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $401,318 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $93,378 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $494,696 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,511,940 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,764 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,163,827 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,185,591 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,697,531 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | IN A PRIOR YEAR, UWSELA ESTABLISHED ENDOWMENT FUNDS TO RECEIVE AND INVEST FUNDS FOR THE BENEFIT OF UWSELA. MOST INCOME RECEIVED FROM THE ENDOWMENTS IS UNRESTRICTED AND WILL BE USED TO COVER OPERATING EXPENSES. |
| PART X, LINE 2: | UWSELA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SECTION 121(5) OF TITLE 47 OF THE LOUISIANA REVISED STATUTES OF 1950. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENT. AS OF JUNE 30, 2021, UWSELA HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX RETURNS GENERALLY REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES FOR THREE YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 865. RENTAL EXPENSES 92,513. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 1,163,827. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 865. RENTAL EXPENSES 92,513. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 1,163,827. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RED BEANS AND RICE COOKOFF | Event1Nm |
| Gross Receipts Event1 | $19,773 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $11,325 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,448 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $865 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Total | $19,773 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $11,325 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,448 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $865 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $865 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,583 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (103 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| 504 HEALTHNET | |||||||
| 2601 TULANE AVE SUITE 500 | NEW ORLEANS | LA | 70119 | 262831459 | 501(C)3 | $40,000 | GRANT FUNDING |
| ADAPT INC | |||||||
| 216 MEMPHIS STREET | BOGALUSA | LA | 704273844 | 721274844 | 501(C)3 | $30,446 | GRANT FUNDING & DESIGNATED GIFTS |
| AGENDA FOR THE CHILDREN | |||||||
| PO BOX 51837 | NEW ORLEANS | LA | 70151 | 721058157 | 501(C)3 | $110,000 | GRANT FUNDING |
| AMERICAN RED CROSS - SE LA | |||||||
| 3131 N I-10 SERVICE ROAD E 4TH FL | METAIRIE | LA | 70002 | 720408907 | 501(C)3 | $170,123 | GRANT FUNDING & DESIGNATED GIFTS |
| THE ARC OF GREATER NEW ORLEANS | |||||||
| 925 S LABARRE RD | METAIRIE | LA | 70001 | 720456903 | 501(C)3 | $49,127 | GRANT FUNDING & DESIGNATED GIFTS |
| BOY SCOUTS - SOUTHEAST LOUISIANA COUNCIL | |||||||
| 4200 S I-10 SERVICE RD WEST | METAIRIE | LA | 70001 | 720408954 | 501(C)3 | $46,744 | GRANT FUNDING & DESIGNATED GIFTS |
| BOYS & GIRLS CLUBS OF SOUTHEAST LA INC | |||||||
| 650 POYDRAS ST STE 2225 | NEW ORLEANS | LA | 70130 | 720648695 | 501(C)3 | $43,216 | GRANT FUNDING & DESIGNATED GIFTS |
| BOYS TOWN OF LOUISIANA INC | |||||||
| 700 FRENCHMAN STREET | NEW ORLEANS | LA | 70116 | 412220807 | 501(C)3 | $30,143 | DESIGNATED GIFTS |
| CADA | |||||||
| 3520 GENERAL DEGAULLE DR STE 5010 | NEW ORLEANS | LA | 70114 | 720541502 | 501(C)3 | $80,055 | GRANT FUNDING & DESIGNATED GIFTS |
| CANCER ASSOCIATION OF GNO | |||||||
| 824 ELMWOOD PARK BLVD STE 240 | NEW ORLEANS | LA | 70123 | 720517802 | 501(C)3 | $67,424 | GRANT FUNDING & DESIGNATED GIFTS |
| CAPITAL AREA UNITED WAY LA | |||||||
| 700 LAUREL STREET | BATON ROUGE | LA | 70802 | 720447100 | 501(C)3 | $6,392 | DESIGNATED GIFTS |
| CASA NEW ORLEANS | |||||||
| 1340 POYDRAS ST SUITE 2120 | NEW ORLEANS | LA | 70112 | 721054889 | 501(C)3 | $6,250 | GRANT FUNDING & DESIGNATED GIFTS |
| CATHOLIC CHARITIES ARCHDIOCESE OF NEW ORLEANS | |||||||
| 1000 HOWARD AVE STE 1000 | NEW ORLEANS | LA | 70113 | 720408911 | 501(C)3 | $218,152 | GRANT FUNDING & DESIGNATED GIFTS |
| CENTER FOR INNOVATIVE TRAINING | |||||||
| 1631 ELYSIAN FIELDS SUITE 116 | NEW ORLEANS | LA | 70117 | 464516976 | 501(C)3 | $13,261 | DESIGNATED GIFTS |
| CHILD ADVOCACY SERVICES | |||||||
| 1504 W CHURCH STREET | HAMMOND | LA | 70401 | 721262466 | 501(C)3 | $32,926 | GRANT FUNDING & DESIGNATED GIFTS |
| CHILDREN'S BUREAU OF NEW ORLEANS | |||||||
| 400 LAFAYETTE ST STE 140 | NEW ORLEANS | LA | 701303206 | 720408916 | 501(C)3 | $76,131 | GRANT FUNDING & DESIGNATED GIFTS |
| CHILDREN'S HOSPITAL-LA | |||||||
| 200 HENRY CLAY AVENUE | NEW ORLEANS | LA | 70118 | 720467503 | 501(C)3 | $12,340 | DESIGNATED GIFTS |
| CITY YEAR NEW ORLEANS INC | |||||||
| 805 HOWARD AVE | NEW ORLEANS | LA | 70113 | 222882549 | 501(C)3 | $43,000 | GRANT FUNDING & DESIGNATED GIFTS |
| COLLEGE TRACK | |||||||
| 111 BROADWAY SUITE 101 | OAKLAND | CA | 94607 | 943279613 | 501(C)3 | $30,600 | GRANT FUNDING |
| COMMON GROUND HEALTH CLINIC | |||||||
| 441 WALL BLVD | GRETNA | LA | 70056 | 203723007 | 501(C)3 | $137,500 | GRANT FUNDING |
| COMMUNITIES IN SCHOOL OF NEW ORLEANS | |||||||
| PO BOX 792800 | NEW ORLEANS | LA | 70179 | 721317054 | 501(C)3 | $31,576 | GRANT FUNDING & DESIGNATED GIFTS |
| COMMUNITY CENTER OF ST BERNARD | |||||||
| 1107 LEBEAU ST | ARABI | LA | 70032 | 743173649 | 501(C)3 | $34,600 | GRANT FUNDING & DESIGNATED GIFTS |
| CRESCENT CARE | |||||||
| 1631 ELYSIAN FIELDS | NEW ORLEANS | LA | 70117 | 721059635 | 501(C)3 | $39,004 | GRANT FUNDING |
| CRIME STOPPERS OF TANGIPAHOA | |||||||
| PO BOX 2973 | HAMMOND | LA | 70404 | 680516834 | 501(C)3 | $30,040 | GRANT FUNDING & DESIGNATED GIFTS |
| DOLLYWOOD FOUNDATION | |||||||
| 111 DOLLYWOOD LANE | PIGEON FORGE | TN | 37863 | 621348105 | 501(C)3 | $6,216 | GRANT FUNDING |
| DRYADES YMCA | |||||||
| 2222 ORETHA CASTLE HALEY | NEW ORLEANS | LA | 70113 | 770428019 | 501(C)3 | $34,840 | GRANT FUNDING & DESIGNATED GIFTS |
| EAST ST TAMMANY RAINBOW CHILD CARE CENTER INC | |||||||
| 121 KINGSPOINT BLVD | SLIDELL | LA | 70461 | 721028297 | 501(C)3 | $31,979 | GRANT FUNDING & DESIGNATED GIFTS |
| EFFORTS OF GRACE | |||||||
| 1712 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | 721266819 | 501(C)3 | $80,000 | GRANT FUNDING |
| EPWORTH PROJECT | |||||||
| 360 ROBERT BLVD | SLIDELL | LA | 70458 | 204250103 | 501(C)3 | $28,605 | GRANT FUNDING |
| EVERGREEN LIFE SERVICES | |||||||
| 2101 HWY 80 | HAUGHTON | LA | 71037 | 720537029 | 501(C)3 | $112,000 | GRANT FUNDING |
| FAMILY PROMISE ST TAMMANY | |||||||
| 513 MICHIGAN AVENUE | SLIDELL | LA | 70458 | 352489888 | 501(C)3 | $34,200 | GRANT FUNDING & DESIGNATED GIFTS |
| FAMILY VIOLENCE CENTER OF ST BERNARD | |||||||
| 3010 JEAN LAFITTE PKWY | CHALMETTE | LA | 70043 | 581834566 | 501(C)3 | $72,414 | GRANT FUNDING & DESIGNATED GIFTS |
| FATHER'S HOUSE KIDS | |||||||
| 1707 ESPLANADE AVENUE | NEW ORLEANS | LA | 70116 | 721309470 | 501(C)3 | $5,734 | DESIGNATED GIFTS |
| FRIENDS OF LAKEVIEW | |||||||
| PO BOX 24378 | NEW ORLEANS | LA | 70184 | 900606504 | 501(C)3 | $5,850 | DESIGNATED GIFTS |
| GIGI'S PLAYHOUSE | |||||||
| 4230 VINCENNES PLACE | NEW ORLEANS | LA | 70125 | 850503069 | 501(C)3 | $16,032 | GRANT FUNDING & DESIGNATED GIFTS |
| GNO NONPROFIT KNOWLEDGE WORKS | |||||||
| 1600 CONSTANCE ST | NEW ORLEANS | LA | 70130 | 721400841 | 501(C)3 | $80,000 | GRANT FUNDING |
| GREATER NEW ORLEANS FOUNDATION | |||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70130 | 720408921 | 501(C)3 | $50,000 | GRANT FUNDING |
| GRETNA UNITED METHODIST CHURCH | |||||||
| 1309 WHITNEY AVENUE | GRETNA | LA | 70056 | 726077812 | 501(C)3 | $12,000 | DESIGNATED GIFTS |
| HANDS ON NEW ORLEANS | |||||||
| 2515 CANAL STREET | NEW ORLEANS | LA | 70119 | 262281213 | 501(C)3 | $177,189 | GRANT FUNDING & DESIGNATED GIFTS |
| HEALTH AND EDUCATION ALLIANCE OF LOUISIANA | |||||||
| 1700 JOSEPHINE STREET | NEW ORLEANS | LA | 70113 | 331159042 | 501(C)3 | $55,394 | GRANT FUNDING & DESIGNATED GIFTS |
| INST OF WOMEN AND ETHNIC STUDIES | |||||||
| 365 CANAL STREET SUITE 1550 | NEW ORLEANS | LA | 70130 | 721244155 | 501(C)3 | $45,000 | GRANT FUNDING |
| JERICHO ROAD EPISCOPAL HOUSING | |||||||
| 2919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | 208419678 | 501(C)3 | $30,000 | GRANT FUNDING |
| JEWISH COMMUNITY CENTER | |||||||
| 5342 ST CHARLES AVE | NEW ORLEANS | LA | 70115 | 720408937 | 501(C)3 | $46,871 | GRANT FUNDING & DESIGNATED GIFTS |
| JEWISH FAMILY SERVICE | |||||||
| 3330 W ESPLANADE STE 600 | METAIRIE | LA | 70002 | 720851575 | 501(C)3 | $40,000 | GRANT FUNDING & DESIGNATED GIFTS |
| JUNIOR ACHIEVEMENT OF GNO INC | |||||||
| 5100 ORLEANS AVENUE | NEW ORLEANS | LA | 70124 | 721084132 | 501(C)3 | $37,535 | GRANT FUNDING & DESIGNATED GIFTS |
| JUSTICE AND ACCOUNTABILITY CENTER | |||||||
| 4035 WASHINGTON AVENUE SUITE 203 | NEW ORLEANS | LA | 70125 | 461482878 | 501(C)3 | $55,059 | GRANT FUNDING |
| KINGSLEY HOUSE | |||||||
| 1600 CONSTANCE ST | NEW ORLEANS | LA | 70130 | 720408940 | 501(C)3 | $112,207 | GRANT FUNDING & DESIGNATED GIFTS |
| LAKE PONTCHARTRAIN BASIN FOUNDATION | |||||||
| PO BOX 6965 | METAIRIE | LA | 70009 | 721152784 | 501(C)3 | $20,143 | DESIGNATED GIFTS |
| LOUISIANA APPLESEED | |||||||
| 909 POYDRAS ST SUITE 550 | NEW ORLEANS | LA | 70112 | 721402876 | 501(C)3 | $12,065 | GRANT FUNDING |
| LIBERTY'S KITCHEN | |||||||
| 300 N BROAD STREET SUITE 101 | NEW ORLEANS | LA | 70119 | 262254285 | 501(C)3 | $46,650 | GRANT FUNDING |
| LOUISIANA CENTER FOR CHILDREN'S RIGHTS | |||||||
| 1100-B MILTON STREET | NEW ORLEANS | LA | 70122 | 205961971 | 501(C)3 | $59,270 | GRANT FUNDING & DESIGNATED GIFTS |
| LOUISIANA ENDOWMENT FOR THE HUMANITIES | |||||||
| 938 LAFAYETTE ST SUITE 300 | NEW ORLEANS | LA | 70113 | 720795568 | 501(C)3 | $30,335 | GRANT FUNDING & DESIGNATED GIFTS |
| LOUISIANA FAIR HOUSING ACTION CENTER | |||||||
| 404 S JEFFERSON DAVIS PKWAY | NEW ORLEANS | LA | 70119 | 721306717 | 501(C)3 | $10,000 | GRANT FUNDING |
| LOUISIANA GREEN CORPS | |||||||
| 2645 TOULOUSE STREET | NEW ORLEANS | LA | 70119 | 272884715 | 501(C)3 | $30,000 | GRANT FUNDING |
| LOUISIANA HOSPITALITY FOUNDATION | |||||||
| PO BOX 24046 | NEW ORLEANS | LA | 70184 | 204728582 | 501(C)3 | $19,565 | GRANT FUNDING & DESIGNATED GIFTS |
| LOYOLA UNIVERSITY | |||||||
| 7214 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | 720408946 | 501(C)3 | $173,967 | GRANT FUNDING & DESIGNATED GIFTS |
| LUKES HOUSE | |||||||
| 2023 SIMON BOLIVAR AVENUE | NEW ORLEANS | LA | 70113 | 260332262 | 501(C)3 | $32,015 | GRANT FUNDING & DESIGNATED GIFTS |
| MARY QUEEN OF VIETNAM COMMUNITY DEVELOPMENT CORP INC | |||||||
| 4626 ALCEE FORTIER BLVD | NEW ORLEANS | LA | 70129 | 204929600 | 501(C)3 | $30,000 | GRANT FUNDING & DESIGNATED GIFTS |
| METROPOLITAN CENTER FOR COMMUNITY ADVOCACY | |||||||
| PO BOX 10775 | JEFFERSON | LA | 70181 | 721062244 | 501(C)3 | $30,340 | GRANT FUNDING & DESIGNATED GIFTS |
| NEWCORP | |||||||
| 2533 COLUMBUS STREET SUITE 204 | NEW ORLEANS | LA | 70119 | 721297875 | 501(C)3 | $35,000 | GRANT FUNDING |
| NEW LIFE MISSIONS | |||||||
| 19258 NULL ROAD | LORANGER | LA | 70446 | 831327524 | 501(C)3 | $8,000 | GRANT FUNDING |
| NEW ORLEANS FAMILY JUSTICE ALLIANCE | |||||||
| 701 LOYOLA AVENUE SUITE 201 | NEW ORLEANS | LA | 70150 | 262541029 | 501(C)3 | $85,772 | GRANT FUNDING & DESIGNATED GIFTS |
| NORTHSHORE FOOD BANK | |||||||
| 840 N COLUMBIA STREET | COVINGTON | LA | 70433 | 721028539 | 501(C)3 | $7,000 | GRANT FUNDING |
| OPERATION RESTORATION | |||||||
| PO BOX 56894 | NEW ORLEANS | LA | 70156 | 611791941 | 501(C)3 | $54,248 | GRANT FUNDING & DESIGNATED GIFTS |
| OPERATION SPARK | |||||||
| 2539 COLUMBUS STREET | NEW ORLEANS | LA | 70119 | 471514606 | 501(C)3 | $40,000 | GRANT FUNDING |
| OUR DAILY BREAD OF TANGIPAHOA | |||||||
| PO BOX 1476 | HAMMOND | LA | 70404 | 721438651 | 501(C)3 | $34,002 | GRANT FUNDING & DESIGNATED GIFTS |
| PLAQUEMINES COMMUNITY CARE CENTER | |||||||
| 8480 HWY 23 | BELLE CHASSE | LA | 70037 | 203884943 | 501(C)3 | $85,690 | GRANT FUNDING & DESIGNATED GIFTS |
| QUAD AREA COMMUNITY ACTION AGENCY | |||||||
| 45300 NORTH BAPTIST ROAD | HAMMOND | LA | 70401 | 720796570 | 501(C)3 | $30,000 | GRANT FUNDING |
| ROYAL CASTLE CHILD DEVELOPMENT | |||||||
| 3800 EAGLE ST | NEW ORLEANS | LA | 701183404 | 721317443 | 501(C)3 | $30,050 | GRANT FUNDING |
| SAFE HARBOR INC | |||||||
| 4441 IBERVILLE ST | MANDEVILLE | LA | 70471 | 121181684 | 501(C)3 | $33,740 | GRANT FUNDING & DESIGNATED GIFTS |
| SECOND HARVEST FOOD BANK | |||||||
| 1201 SAMS AVE | NEW ORLEANS | LA | 70123 | 720956468 | 501(C)3 | $329,792 | GRANT FUNDING & DESIGNATED GIFTS |
| SEXUAL TRAUMA AWARENESS AND RESPONSE CENTER | |||||||
| 5615 CORPORATE BVD SUITE 200 | BATON ROUGE | LA | 70808 | 453088168 | 501(C)3 | $5,100 | GRANT FUNDING |
| SON OF A SAINT | |||||||
| 2803 ST PHILIP STREET | NEW ORLEANS | LA | 70119 | 465554558 | 501(C)3 | $60,101 | GRANT FUNDING |
| SOUTHEAST LA LEGAL SERVICES CO | |||||||
| 1200 DEREK STE 100 | HAMMOND | LA | 70403 | 720877422 | 501(C)3 | $126,435 | GRANT FUNDING & DESIGNATED GIFTS |
| SOUTHEAST SPOUSE ABUSE PROGRAM | |||||||
| PO BOX 1946 | HAMMOND | LA | 704041946 | 521243258 | 501(C)3 | $30,889 | GRANT FUNDING & DESIGNATED GIFTS |
| ST JOHN UNITED WAY | |||||||
| PO BOX 2019 | RESERVE | LA | 70084 | 237204234 | 501(C)3 | $5,960 | DESIGNATED GIFTS |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 14333 PERKINS ROAD SUITE A | BATON ROUGE | LA | 70810 | 351044585 | 501(C)3 | $11,714 | DESIGNATED GIFTS |
| STARC | |||||||
| 1541 ST ANN PLACE | SLIDELL | LA | 70460 | 720727074 | 501(C)3 | $42,146 | GRANT FUNDING & DESIGNATED GIFTS |
| ST TAMMANY SHERIFF | |||||||
| PO BOX 1229 | SLIDELL | LA | 70459 | 726001309 | 501(C)3 | $15,000 | GRANT FUNDING |
| SUSAN G KOMEN BREAST CANCER NEW ORLEANS AFFILIATE | |||||||
| 4141 VETERANS BLVD SUITE 202 | METAIRIE | LA | 70002 | 721222127 | 501(C)3 | $20,143 | DESIGNATED GIFTS |
| TANGIPAHOA VOLUNTARY COUNCIL ON AGING | |||||||
| 106 NORTH BAY ST | AMITE | LA | 70422 | 720903571 | 501(C)3 | $31,506 | GRANT FUNDING & DESIGNATED GIFTS |
| THE GOOD SAMARITAN MINISTRY | |||||||
| 910 CROSS GATES BLVD | SLIDELL | LA | 70461 | 720947538 | 501(C)3 | $31,186 | GRANT FUNDING & DESIGNATED GIFTS |
| THE LINKS FOUNDATION | |||||||
| PO BOX 50832 | NEW ORLEANS | LA | 70150 | 521170830 | 501(C)3 | $10,000 | GRANT FUNDING |
| THE SALVATION ARMY AREA COMMAND | |||||||
| 4526 S CLAIBORNE AVE | NEW ORLEANS | LA | 70125 | 630288866 | 501(C)3 | $34,389 | GRANT FUNDING & DESIGNATED GIFTS |
| TOTAL COMMUNITY ACTION | |||||||
| 1420 S JEFFERSON DAVIS PKWY | NEW ORLEANS | LA | 70125 | 720599165 | 501(C)3 | $15,000 | GRANT FUNDING |
| TRAVELERS AID SOCIETY | |||||||
| 611 NORTH RAMPART ST | NEW ORLEANS | LA | 70112 | 720408990 | 501(C)3 | $81,581 | GRANT FUNDING & DESIGNATED GIFTS |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1100 POYDRAS ST STE 1400 | NEW ORLEANS | LA | 70163 | 131624241 | 501(C)3 | $55,642 | GRANT FUNDING & DESIGNATED GIFTS |
| UNITED WAY OF ACADIANA | |||||||
| PO BOX 52033 | LAFAYETTE | LA | 70505 | 720513639 | 501(C)3 | $6,661 | DESIGNATED GIFTS |
| UNITED WAY OF COLLIER COUNTY | |||||||
| 9015 STRADA STELL CT STE 204 | NAPLES | FL | 34109 | 591026096 | 501(C)3 | $10,000 | DESIGNATED GIFTS |
| UNITED WAY OF GREATER HOUSTON | |||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 77007 | 741167964 | 501(C)3 | $20,101 | DESIGNATED GIFTS |
| UNITED WAY OF METRO CHICAGO | |||||||
| 333 SOUTH WABASH AVENUE | CHICAGO | IL | 60604 | 300200478 | 501(C)3 | $8,060 | DESIGNATED GIFTS |
| UNITED WAY OF MIAMI-DADE | |||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 331292712 | 590830840 | 501(C)3 | $25,854 | DESIGNATED GIFTS |
| UNITED WAY OF SOUTHWEST LOUISIANA | |||||||
| 715 RYAN ST SUITE 102 | LAKE CHARLES | LA | 706014200 | 720456901 | 501(C)3 | $50,318 | GRANT FUNDING & DESIGNATED GIFTS |
| UNITED WAY OF THE CAPITAL AREA INC MS | |||||||
| PO DRAWER 23169 | JACKSON | MS | 39225 | 640303075 | 501(C)3 | $10,492 | DESIGNATED GIFTS |
| UNITY OF GREATER NEW ORLEANS | |||||||
| 2475 CANAL STREET SUITE 300 | NEW ORLEANS | LA | 70119 | 721222911 | 501(C)3 | $8,602 | GRANT FUNDING |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | 362177139 | 501(C)3 | $50,000 | DESIGNATED GIFTS |
| URBAN LEAGUE OF GREATER NEW ORLEANS | |||||||
| 2322 CANAL ST | NEW ORLEANS | LA | 70119 | 720423627 | 501(C)3 | $56,332 | GRANT FUNDING & DESIGNATED GIFTS |
| VIA LINK | |||||||
| 2820 NAPOLEON AVE STE 550 | NEW ORLEANS | LA | 70115 | 720706669 | 501(C)3 | $107,375 | GRANT FUNDING & DESIGNATED GIFTS |
| VOLUNTEERS OF AMERICA OF GNO | |||||||
| 4152 CANAL ST | NEW ORLEANS | LA | 70119 | 720709750 | 501(C)3 | $32,456 | GRANT FUNDING & DESIGNATED GIFTS |
| YMCA BOGALUSA | |||||||
| 411 AVENUE B | BOGALUSA | LA | 704273656 | 720441354 | 501(C)3 | $35,000 | GRANT FUNDING & DESIGNATED GIFTS |
| YMCA OF GREATER NEW ORLEANS | |||||||
| 1215 PRYTANIA ST STE 103 | NEW ORLEANS | LA | 70130 | 720423890 | 501(C)3 | $60,345 | GRANT FUNDING & DESIGNATED GIFTS |
| YOUTH EMPOWERMENT PROJECT | |||||||
| 1600 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | 421633060 | 501(C)3 | $46,010 | GRANT FUNDING & DESIGNATED GIFTS |
| YOUTH SERVICE BUREAU OF ST TAMMANY | |||||||
| 430 N NEW HAMPSHIRE | COVINGTON | LA | 70433 | 720933867 | 501(C)3 | $92,072 | GRANT FUNDING & DESIGNATED GIFTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 103 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROJECT | 37 | $118,000 | |||
| HOSPITALITY CARES COVID RELIEF | 6120 | $10,000 | $211,021 | FMV | 2,400 UBER GIFT CARDS AT $25 EACH AND DISASTER RECOVERY SUPPLIES (HOUSEHOLD ITEMS) |
| BET MORTGAGE ASSISTANCE | 226 | $434,960 | |||
| LA PRISONER RE-ENTRY DIRECT SERVICE | 10 | $17,708 | $1,550 | FMV | VARIOUS GIFT CARDS FOR PPE PURCHASES |
| RENT/MORTGAGE ASSIST | 58 | $159,239 | |||
| PROSP CENTER RENT/ MORTGAGE ASSISTANCE | 46 | $46,902 | |||
| NOLA BUSNIESS ALLIANCE IDA | 5 | $10,000 | |||
| CHRISTMAS GIFTS FOR KINGSLEY HOUSE TOY DRIVE | 1 | $473 | |||
| HURRICANE LAURA RELIEF | 7000 | $290,784 | FMV | 1,000 UBER GIFT CARDS AT $25 EACH AND DISASTER RECOVERY SUPPLIES (HOUSEHOLD ITEMS) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PRIOR TO MONEY BEING GRANTED/ALLOCATED TO A PROGRAM, THE AGENCY GOES THROUGH AN EXTENSIVE REVIEW OF ITS AUDIT AND/OR FINANCIAL DOCUMENTS INCLUDING ITS MOST CURRENT FORM 990 BY AN INDEPENDENT AUDIT COMMITTEE. ONCE THEY ARE FOUND TO BE FINANCIALLY "IN GOOD STANDING AND THEY HAVE SIGNED THE "COUNTERTERRORISM FORM," MONEY IS GRANTED. SITE VISITS ARE CONDUCTED ONCE DURING THE FUNDING YEAR, AND THE OUTCOME/GOAL ATTAINMENT DATA IS REPORTED TO US BY OUR FUNDED PARTNERS EVERY SIX MONTHS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL WILLIAMSON | ||||||||||||||
| PRESIDENT/CEO | $320,858 | $0 | $0 | $0 | $2,924 | $0 | $23,393 | $0 | $26,543 | $0 | $373,718 | $0 | $0 | $0 |
| CHARMAINE CACCIOPPI | ||||||||||||||
| EXEC. VP/COO | $260,017 | $0 | $0 | $0 | $5,739 | $0 | $21,390 | $0 | $10,545 | $0 | $297,691 | $0 | $0 | $0 |
| DEBRA MODLIN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $166,933 | $0 | $0 | $0 | $2,012 | $0 | $16,097 | $0 | $23,983 | $0 | $209,025 | $0 | $0 | $0 |
| MARY AMBROSE | ||||||||||||||
| CHIEF IMPACT OFFICER | $137,133 | $0 | $0 | $0 | $1,053 | $0 | $12,664 | $0 | $10,712 | $0 | $161,562 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL WILLIAMSON | PersonNm |
| Relationship With Org | CEO | RelationshipWithOrgTxt |
| Loan Purpose | USE OF COMPANY CARD FOR PERSONAL ITEMS ($25). REIMBURSED IN JULY 2021 | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $25 | OriginalPrincipalAmt |
| Balance Due | $25 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $25 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $416,805 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,642 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARD/CERTIFICATES | Desc |
| Contribution | 3409 | ContributionCnt |
| Noncash Contributions Rpt F990 | $86,550 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER CONTRIBUTORS FOR DONATED SECURITIES AND THE NUMBER OF ITEMS CONTRIBUTED FOR THE DONATED GIFT CARDS/CERTIFICATES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | EVERY CONTRIBUTOR TO A FUND-SOLICTING CAMPAIGN CONDUCTED BY THIS CORPORATION SHALL AUTOMATICALLY BECOME A MEMBER OF THE CORPORATION FOR THE CALENDAR YEAR FOR WHICH SUCH CONTRIBUTION IS MADE. AT EVERY MEETING OF THE CORPORATION MEMBERS, EACH MEMBER SHALL BE ENTITLED TO ONE VOTE, WHICH VOTE MUST BE CAST BY THE MEMBER IN PERSON. TEN MEMBERS SHALL CONSTITUTE A QUORUM. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS SHALL MEET ANNUALLY AT THE CALL OF THE BOARD OF TRUSTEES TO FIX THE NUMBER OF TRUSTEES, TO ELECT THE BOARD OF TRUSTEES AND TO REVIEW THE PROGRAMS AND FINANCES OF THE UNITED WAY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PRESENTED TO AND REVIEWED BY THE BOARD OF TRUSTEES AT A MONTHLY MEETING AFTER A REVIEW IS CONDUCTED BY THE CFO AND BY THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE UNITED WAY STAFF AND THE BOARD OF TRUSTEES ANNUALLY. ALL COMPLETED EMPLOYEE FORMS ARE RETURNED TO THE CHIEF HUMAN RESOURCES OFFICER FOR REVIEW AND ALL BOARD/TRUSTEE FORMS ARE RETURNED TO THE OFFICE OF THE PRESIDENT FOR REVIEW. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3. A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. DISCLOSURE IN THE ORGANIZATION SHOULD BE MADE TO THE CHIEF EXECUTIVE OFFICER (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR, (OR IF HE OR SHE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR) WHO SHALL BRING THESE MATTERS TO THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO UNITED WAY. THE DECISION OF THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF UNITED WAY AND THE ADVANCEMENT OF ITS PURPOSE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S SALARY DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. OTHER TOP MANAGEMENT SALARIES ARE DETERMINED BY THE CEO. COMPARABILITY DATA IS OBTAINED FROM AN INDEPENDENT SOURCE AS WELL AS FROM UNITED WAY WORLDWIDE AND IS USED TO CREATE SALARY RANGES FOR EACH POSITION. THESE SALARY RANGES ARE ADJUSTED FOR INFLATION PERIODICALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE AUDIT AND TAX RETURN ARE PUBLISHED ON THE WEBSITE. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES. |
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