LOUISIANA ASSOCIATION OF UNITED WAYS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOUISIANA ASSOCIATION OF UNITED WAYS INC (EIN 20-4586416)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-12-16
- IRS object ID
- 202143509349301329
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-16T16:42:16-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720999988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAULK & WINKLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6811 JEFFERSON HIGHWAY | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70806 | 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 | 204586416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISIANA ASSOCIATION OF UNITED WAYS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2253412928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3416 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH H BERTHELOT | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2253412928 | PhoneNum |
| Signature | 2021-11-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | BERTHELOT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEREMY KLIBERT | PreparerPersonNm |
| PTIN | P00852016 | PTIN |
| Phone | 2259276811 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | SARAH H BERTHELOT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3416 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,279,549 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | LAUW'S MISSION IS TO INTEGRATE ACTION AND RESOURCES FOR THE COMMON GOOD. SIGNIFICANT ACTIVITIES INCLUDE STATEWIDE COORDINATION OF BOTH THE LA 2-1-1 AND ALICE PROJECT (ASSET LIMITED INCOME CONSTRAINED EMPLOYED) AND SERVICE AS THE PRINCIPAL COMBINED FUNDRAISING ORGANIZATION (PCFO) FOR THE LOUISIANA STATE COMBINED CHARITABLE CAMPAIGN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $410,618 | PYContributionsGrantsAmt |
| CY Contributions Grants | $203,552 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,011,644 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,073,921 | CYProgramServiceRevenueAmt |
| PY Investment Income | $296 | PYInvestmentIncomeAmt |
| CY Investment Income | $857 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $1,219 | CYOtherRevenueAmt |
| PY Total Revenue | $2,422,558 | PYTotalRevenueAmt |
| CY Total Revenue | $5,279,549 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $209,369 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $234,629 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,726,485 | PYOtherExpensesAmt |
| CY Other Expenses | $4,623,953 | CYOtherExpensesAmt |
| PY Total Expenses | $1,935,854 | PYTotalExpensesAmt |
| CY Total Expenses | $4,858,582 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $486,704 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $420,967 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,419,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,746,533 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $865,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $771,237 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $554,329 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $975,296 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | LAUW'S MISSION IS TO INTEGRATE ACTION AND RESOURCES FOR THE COMMON GOOD. SIGNIFICANT ACTIVITIES INCLUDE STATEWIDE COORDINATION OF BOTH THE LA 2-1-1 AND ALICE PROJECT (ASSET LIMITED INCOME CONSTRAINED EMPLOYED) AND SERVICE AS THE PRINCIPAL COMBINED FUNDRAISING ORGANIZATION (PCFO) FOR THE LOUISIANA STATE COMBINED CHARITABLE CAMPAIGN. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,644,180 | ExpenseAmt |
| Revenue | $4,990,997 | RevenueAmt |
| Desc | LOUISIANA 2-1-1 IS A STATEWIDE NETWORK PROVIDING FREE INFORMATION AND REFERRAL TO LOUISIANA CITIZENS, 24/7, INCLUDING TIMES OF DISASTER. LOUISIANA ASSOCIATION OF UNITED WAYS SERVES AS THE STATEWIDE PROJECT DEVELOPER FOR LOUISIANA 211. WITH THE FISCAL YEAR OF THIS TAX FILING, LOUISIANA 211 SERVED MORE THAN 380,000 LOUISIANANS THROUGH LOUISIANA 211. LA 2-1-1 SERVICES ARE MADE POSSIBLE IN LARGE PART BY LOUISIANA UNITED WAYS. THIS STATEWIDE NETWORK WAS ACTIVATED IN 2020-2021 BY THE LOUISIANA DEPARTMENT OF HEALTH AS PART OF THE COVID-19 STATEWIDE RESPONSE AND THE LOUISIANA DEPARTMENT OF CHILD AND FAMILY SERVICES FOR MULTIPLE HURRICANE DISASTER. LOUISIANA 2-1-1 IS A STATEWIDE COLLABORATION PROVIDING FREE INFORMATION AND REFERRAL TO LOUISIANA CITIZENS, 24-7, INCLUDING DURING TIMES OF DISASTER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,704 | ExpenseAmt |
| Revenue | $18,297 | RevenueAmt |
| Desc | LAUW WORKS WITH THE NATIONAL ALICE PROJECT AND UNITED WAYS THROUGHOUT LOUISIANA TO COORDINATE THE ALICE PROJECT IN LOUISIANA. IN THIS ROLE, LAUW ALSO ARRANGES TO PRODUCE THE ALICE REPORT FOR LOUISIANA IN COLLABORATION WITH LOUISIANA UNITED WAYS. THE ALICE REPORT: A STUDY OF FINANCIAL HARDSHIP IN LOUISIANA GIVES AN IDENTITY AND VOICE TO PEOPLE WHO WORK HARD YET STILL STRUGGLE TO MAKE ENDS MEET - PEOPLE WE CALL ALICE: ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED. ALICE LIVES IN EVERY PARISH IN LOUISIANA. THE 2020 REPORT SHOWS US THAT 51 PERCENT OF ALL LOUISIANA FAMILIES ARE NOT EARNING ENOUGH TO "GET BY" BASED ON A HOUSEHOLD SURVIVAL BUDGET THAT USES CONSERVATIVE ESTIMATES OF MONTHLY EXPENSES FOR HOUSING, CHILDCARE, FOOD, TRANSPORTATION, HEALTHCARE, AND TAXES. THESE ALICE FAMILIES ARE WORKING HARD BUT ARE ONE SMALL EMERGENCY FROM A MAJOR FINANCIAL CRISIS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $62,917 | ExpenseAmt |
| Revenue | $64,627 | RevenueAmt |
| Desc | AS PER ACT 501 OF THE 2012 LA LEGISLATIVE SESSION (LAC 4: III CHAPTER 11), LAUW SERVES AS THE PRINCIPAL COORDINATING FUNDRAISING ORGANIZATION (PCFO) FOR THE LOUISIANA STATEWIDE COMBINED CHARITABLE CAMPAIGN (LA SCCC). LAUNCHING IN SEPTEMBER 2014, THIS ANNUAL CAMPAIGN REACHES MORE THAN 35,000 STATE EMPLOYEES AND PROVIDES EMPLOYEES OPTIONS TO GIVE THROUGH PAYROLL DEDUCTIONS. APPROVED HEALTH AND HUMAN SERVICE CHARITIES ARE ELIGIBLE TO RECEIVE THESE DESIGNATED DONATIONS. LAUW WORKS CLOSELY WITH THE OFFICE OF UNIFORM PAYROLL IN THE LA DIVISION OF ADMINISTRATION TO CARRY OUT THIS CAMPAIGN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,166 | ExpenseAmt |
| Revenue | $1,219 | RevenueAmt |
| Desc | THE LOUISIANA ASSOCIATION OF UNITED WAYS (LAUW) IS AN ASSOCIATION OF NINE REGIONAL UNITED WAYS SERVING 53 PARISHES THROUGHOUT LOUISIANA. TOGETHER, MEMBERS WORK TO TACKLE COMMON CHALLENGES OUR ENTIRE STATE FACES. MEMBERSHIP SERVICES PROVIDES PROFESSIONAL TRAINING AND FACILITATIVE PROJECT MANAGEMENT TO ADVANCE THE IMPACT AND ENGAGEMENT WORK OF LOCAL UNITED WAYS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $56,166 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,219 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,778,967 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2253412928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3416 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70821 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DENISE DUREL | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARTIS WILLIAMS | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GINGER LECOMPTE | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GEORGE BELL | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANET S DURDEN | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR BRUCE WILLSON | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CORLEEN AUCOIN ROULY | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CARLEE ALM-LABAR | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE PURL-BEGINNING 22021 | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BRITT - ENDED 12021 | ||||||
| MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH H BERTHELOT | ||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | $138,213 | $0 | $13,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $138,213 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $118,298 | MembershipDuesAmt |
| All Other Contributions | $85,254 | AllOtherContributionsAmt |
| Total Contributions | $203,552 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LA 211 PROGRAM | 900099 | $4,990,997 | $4,990,997 |
| SCCC | 900099 | $64,627 | $64,627 |
| ALICE | 900099 | $18,297 | $18,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,073,921 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $857 | TotalRevenueColumnAmt |
| Exclusion | $857 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,219 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,219 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,279,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,075,140 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,503 | TotalAmt |
| Program Services | $138,349 | ProgramServicesAmt |
| Management And General | $18,154 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,916 | TotalAmt |
| Program Services | $21,165 | ProgramServicesAmt |
| Management And General | $28,751 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,968 | TotalAmt |
| Program Services | $8,968 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,242 | TotalAmt |
| Program Services | $19,242 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,520 | TotalAmt |
| Program Services | $33,250 | ProgramServicesAmt |
| Management And General | $13,270 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,453,879 | TotalAmt |
| Program Services | $4,453,591 | ProgramServicesAmt |
| Management And General | $288 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,457 | TotalAmt |
| Program Services | $16,805 | ProgramServicesAmt |
| Management And General | $3,652 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,855 | TotalAmt |
| Program Services | $54,235 | ProgramServicesAmt |
| Management And General | $9,620 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,488 | TotalAmt |
| Program Services | $30,262 | ProgramServicesAmt |
| Management And General | $226 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341 | TotalAmt |
| Program Services | $1,341 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,152 | TotalAmt |
| Program Services | $859 | ProgramServicesAmt |
| Management And General | $1,293 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155 | TotalAmt |
| Management And General | $155 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,106 | TotalAmt |
| Program Services | $900 | ProgramServicesAmt |
| Management And General | $4,206 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,858,582 | TotalAmt |
| Program Services | $4,778,967 | ProgramServicesAmt |
| Management And General | $79,615 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,730 | BOYAmt |
| EOY | $1,367,893 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,157 | BOYAmt |
| EOY | $372,906 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,158 | BOYAmt |
| EOY | $5,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,934 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,355 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734 | BOYAmt |
| EOY | $579 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,779 | BOYAmt |
| EOY | $1,746,533 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,065 | BOYAmt |
| EOY | $260,177 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,285 | BOYAmt |
| EOY | $511,060 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,100 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,450 | BOYAmt |
| EOY | $771,237 | 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 | $547,665 | BOYAmt |
| EOY | $964,872 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,664 | BOYAmt |
| EOY | $10,424 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,329 | BOYAmt |
| EOY | $975,296 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,419,779 | BOYAmt |
| EOY | $1,746,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $420,967 | ReconcilationRevenueExpnssAmt |
| 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 | $864,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $410,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $203,552 | CurrentTaxYearAmt |
| Total | $1,851,267 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $864,324 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $225,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $147,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $410,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $203,552 | CurrentTaxYearAmt |
| Total | $1,851,267 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $219,665 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,631,602 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $446 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $857 | CurrentTaxYearAmt |
| Total | $2,075 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,853,342 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,575,684 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,934 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,355 | DepreciationAmt |
| Book Value | $579 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $579 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $5,279,549 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,279,549 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,279,549 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,858,582 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,858,582 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,858,582 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | AMOUNTS HELD FOR OTHERS REPRESENT FUNDING TO ADMINISTER A CONTRACT FOR LA 2-1-1 SERVICES ON BEHALF OF THE UNITED WAY OF SOUTHWEST LOUISIANA, CAPITAL AREA UNITED WAY, UNITED WAY OF ACADIANA, UNITED WAY OF CENTRAL LOUISIANA, AND UNITED WAY OF NORTHWEST LOUISIANA FOR THE PERIOD JULY 1ST TO JUNE 30TH OF THE SUBSEQUENT FISCAL YEAR. THE CONTRACTS BETWEEN LAUW AND THE AFFILIATED ORGANIZATIONS MENTIONED ABOVE STIPULATED THAT CONTRACTUAL FUNDS BE USED FOR SERVICES RELATED TO THE DELIVERY OF 211 SERVICES IN RESPECTIVE REGIONS, INCLUSIVE OF 211 CONTACT CENTER SERVICES, SOFTWARE, TRAINING AND FUNDS HELD FOR DISASTER SURGE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH H BERTHELOT | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $138,213 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $151,713 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT PUBLIC ACCOUNTING FIRM PREPARES THE 990. IT IS REVIEWED BY THE PRESIDENT AND CEO OF LAUW AND THEN PRESENTED TO THE BOARD OF DIRECTORS AT THEIR QUARTERLY MEETING FOR APPROVAL BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE LOUISIANA ASSOCIATION OF UNITED WAYS' STAFF AND THE BOARD OF DIRECTORS ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15A | AT THE END OF EACH FISCAL YEAR, THE BOARD REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND THE STAFF FOR APPROPRIATENESS BASED ON THE FINANCIAL AND OPERATIONAL HEALTH OF THE ORGANIZATION, MARKET CONDITIONS FOR COMPARABLE PERSONAL SERVICES AND OTHER FACTORS THAT THE DIRECTORS CONSIDER APPLICABLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 4,442,876. MANAGEMENT AND GENERAL EXPENSES 288. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,443,164. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 10,715. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,715. |
| FORM 990 | THE OVERSIGHT OF THE AUDIT PROCESS BY THE RESPONSIBLE COMMITTEE HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
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