2020-11-20T09:13:05-06:00 2020-06-30 721202445 POSTLETHWAITE & NETTERVILLE ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2019-07-01 720471369 UNITED WAY OF SOUTHEAST LOUISIANA UNIT 5048225540 2515 CANAL STREET NEW ORLEANS LA 70119 DEBRA MODLIN CFO 5048225540 2020-11-04 1 SHARON CASSIERE P00543368 5048375990 2019 2022-09-23 18:48:47Z MICHAEL WILLIAMSON 2515 CANAL STREET NEW ORLEANS LA 70119 16559916 0 X UNITEDWAYSELA.ORG X 1952 LA TO ERADICATE POVERTY IN SOUTHEAST LOUISIANA. 24 24 68 5632 0 0 10274288 14456408 84242 77214 390258 238087 -136335 -101069 10612453 14670640 6407815 9127673 0 0 4118452 4327024 0 0 1702557 1593864 1634823 12120131 15089520 -1507678 -418880 19922318 19163069 5669320 5337954 14252998 13825115 X 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." 1 0 6913224 5187823 88693 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: 1. PROGRAM GRANTS: TOTAL # OF PEOPLE SERVED BY OUR 76 GRANT PARTNERS FROM JULY 1, 2019-JUNE 30, 2020 - 241,452. UWSELA FUNDED 76 PROGRAMS FROM JULY 1, 2019 - JUNE 30, 2020 TO ADDRESS PRIORITIES SUCH AS HOUSING, MEDICAL AND MENTAL HEALTH CARE, CHILD AND ADULT CARE AND ACADEMIC SUPPORTS. UWSELA ANSWERED OVER 241,452 APPEALS FOR HELP FROM OUR COMMUNITY.2. COLLABORATION GRANTS: BASED ON THE BLUEPRINT, UWSELA PROVIDED $550,000 IN FUNDING TO SUPPORT FIVE (5) COLLABORATIONS AND TWO (2) INTERNAL INITIATIVES FOCUSED ON SYSTEMIC CHANGE TO ERADICATE POVERTY.NEW ORLEANS YOUTH PROGRAM QUALITY INITIATIVE - IMPLEMENTATION STAGE- A COLLABORATIVE WORKING TO IMPROVE THE QUALITY OF YOUTH DEVELOPMENT PROGRAMS IN NEW ORLEANS IN ORDER TO IMPROVE HEALTHY DEVELOPMENTAL OUTCOMES FOR CHILDREN AND YOUTH RELATED TO SCHOOL SUCCESS, LEADERSHIP AND LIFE SKILLS- 52 SITES ACTIVELY PARTICIPATING IN THE COLLABORATION - 5,061 COMMUNITY MEMBERS INVOLVED THROUGH COLLABORATION- 10 FUNDERS SUPPORTING THE COLLABORATION- 19 PROGRAM IMPROVEMENT PLANS WERE SUBMITTED IN THE PORTAL. THEIR ASSESSMENT AND CONTINUOUS IMPROVEMENT PROCESS WAS SUSPENDED DUE TO COVID-19 AND THE INTERRUPTION OF PROGRAMMING DUE TO THE PANDEMIC. HOWEVER, 17 OF THE YOUTH PROGRAM PARTNERS COMPLETED EQUITY AUDITS DEVELOPED BY NOYA TO EXAMINE THEIR PROGRAMS' COMMITMENT TO EQUITY AND TO IDENTIFY STRATEGIES TO MAKE THEIR PROGRAMS MORE EQUITABLE.- 40 PROGRAMS PARTICIPATED IN NOLA-YPQI- 53 YOUTH WORK METHODS PROFESSIONAL DEVELOPMENT TRAININGS OFFERED- 642 PEOPLE ATTENDED A YPQI TRAINING - 17 PEOPLE CERTIFIED AS TRAINERS AND/OR ASSESSORS FOR NOLA-YPQIYOUTHFORCE NOLA - IMPLEMENTATION STAGE- A COLLABORATIVE FORMED TO ENSURE THAT AN INCREASING PERCENTAGE OF NEW ORLEANS GRADUATES HAVE ACCESS TO THE INFORMATION, PREPARATION, SUPPORT AND EXPERIENCES NECESSARY TO PURSUE, PERSIST AND SUCCEED IN THE POST-SECONDARY PATHWAY OF THEIR CHOICE- 12 STEERING COMMITTEE ORGANIZATIONS- 8 TRAINING PROVIDER PARTNERS - 6 ACTIVE WORKING GROUPS SUPPORTED BY THE COLLABORATION- 43 FUNDERS SUPPORTING THE COLLABORATION- 1,860 PARTICIPANTS IN THE YOUTHFORCE COLLABORATIVE HAVE EARNED INDUSTRY RECOGNIZED CREDENTIALS (INCLUDING SPRING 2020 NUMBERS, SOME OF WHICH ARE STILL BEING FINALIZED DUE TO TESTING DELAYS FROM THE COVID-19 PANDEMIC)- 860 STUDENTS (INCLUDING SPRING 2020, BUT EXCLUDING SUMMER 2020) HAVE COMPLETED MEANINGFUL WORK EXPERIENCE- 499 STUDENTS FROM THE CLASS OF 2020 (17%) EARNED A BASIC OR ADVANCED INDUSTRY-RECOGNIZED CREDENTIAL ALONGSIDE THEIR HIGH SCHOOL DIPLOMA- 268 STUDENTS FROM THE CLASS OF 2020 COMPLETED INTERNSHIPS (265 STUDENTS FROM YOUTHFORCE INTERNSHIPS DURING SUMMER 2019 AND SPRING 2020, AND ANOTHER 3 THROUGH INTERNSHIPS WITH PROVIDERS OR SCHOOLS), REPRESENTING 9% OF THE GRADUATING CLASS. ENDING HOMELESSNESS THROUGH SYSTEMS CHANGE COLLABORATIVE - IMPLEMENTATION STAGE- A COLLABORATIVE OF DIRECT SERVICES ORGANIZATIONS WORKING TO END HOMELESSNESS IN ORLEANS AND JEFFERSON PARISH- 1,635 BENEFICIARIES DIRECTLY SUPPORTED BY COLLABORATIVE- 565 HOUSEHOLDS ASSISTED WITH PROBLEM SOLVING (SHELTER DIVERSION) AND EVICTION PREVENTION- 33 HOUSEHOLDS ASSISTED THROUGH HOUSING CHOICE VOUCHERS AND MAINSTREAM HOUSING- 164 CHRONICALLY HOMELESS AND UNSHELTERED HOMELESS ASSISTED- 331 HOMELESS YOUTH ASSISTED- 169 STAFF FROM CONTINUUM OF CARE AGENCIES PARTICIPATED IN TRAININGS- 35 ORGANIZATIONS PARTICIPATED IN INITIATIVENEW ORLEANS TRAUMA-INFORMED SCHOOLS LEARNING COLLABORATIVE - IMPLEMENTATION STAGE- A COLLABORATIVE OF COMMUNITY PARTNERS AND SCHOOLS WORKING TO BUILD OUT TRAUMA-INFORMED PRACTICES IN EDUCATION SETTINGS- 8 ORGANIZATIONS ACTIVELY PARTICIPATING IN COLLABORATION- 5 EVALUATION REPORTS FROM PROFESSIONAL DEVELOPMENT TRAININGS TO GAUGE UNDERSTANDING OF TRAUMA-INFORMED PRACTICES AND IMPACTS- 10 PROJECT WIDE TRAININGS; 31 SCHOOL TRAINING DYADS- 185 STAFF ACROSS 3 PARTNER SCHOOLS PARTICIPATED IN THE FOUNDATIONAL PROFESSIONAL DEVELOPMENTNEW ORLEANS WORK (NOW) COLLABORATIVE - IMPLEMENTATION STAGE- FUNDERS COLLABORATIVE MADE UP OF 8 FUNDERS THAT IS FOCUSED ON WORKFORCE SOLUTIONS- 6 JOB SEEKERS AND INCUMBENT WORKERS TRAINED; DUE TO COVID-19 PANDEMIC, TRAININGS ARE DELAYED- 104 CLIENTS SERVED ACROSS THE NEW ORLEANS WORKFORCE INNOVATIONS EMPLOYERS THROUGH ONSITE POST HIRE SUPPORTIVE SERVICES MODEL- 5 CONVENINGS HOSTED WITH EMPLOYERS AND TRAINING PROVIDERS AROUND GREEN INFRASTRUCTURE TRAINING PROGRAMS TO DETERMINE NUMBER OF POTENTIAL JOBS, SKILLS NECESSARY FOR THOSE JOBS, AND DEVELOP CAREER MAP FOR ENTRY LEVEL POSITIONS- 6 ADDITIONAL PARTNERS ADDED TO NEW ORLEANS WORKFORCE INNOVATIONS TO PROVIDE ONSITE SUPPORTIVE SERVICES LIKE FINANCIAL BUDGETING, HOUSING ASSISTANCE, TRANSPORTATION ASSISTANCE, COUNSELING, AS WELL AS ASSISTANCE WITH LEGAL ISSUESINTERNAL INITIATIVESLOUISIANA PRISONER RE-ENTRY INITIATIVE (LAPRI) COLLABORATIVE - 46 ORGANIZATIONS ACTIVELY PARTICIPATING IN PLANNING ON STEERING COMMITTEES - SIGNED COMMUNITY INCENTIVE GRANT WITH THE DEPARTMENT OF PUBLIC SAFETY AND CORRECTIONS MARCH 2019 FOR JEFFERSON PARISH- COLLABORATIVE PARTNERS INCLUDE CATHOLIC CHARITIES TO PROVIDE CASE MANAGEMENT SERVICES, JUSTICE AND ACCOUNTABILITY CENTER AND SOUTHEAST LEGAL SERVICES TO PROVIDE CIVIL LEGAL SERVICES TO ADDRESS ANY LEGAL BARRIER A CITIZEN RETURNING FROM PRISON MAY HAVE. LOUISIANA PUBLIC HEALTH INSTITUTE IS THE EVALUATION PARTNER TO EVALUATE THE EFFICACY OF THE LAPRI MODEL AND ITS IMPLEMENTATION. REFERRALS ARE MADE FROM THE CASE MANAGER FOR ADDITIONAL SERVICES- 2019-2020 REPRESENTED YEAR ONE OF A THREE-YEAR INITIATIVE. IN YEAR ONE, 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 REFERRED FROM THE DEPARTMENT OF PUBLIC SAFETY AND CORRECTIONS. YEAR 1, DPSC REFERRED 47 CLIENTS TO LAPRI IN JEFFERSON PARISH. OF THE 47 REFERRED, 27 OF THE 47 ENROLLED IN THE LAPRI PROGRAM TO RECEIVE SERVICES. THIRTEEN RECEIVED SERVICES WHILE IN THE PLAQUEMINES PARISH DETENTION CENTER 3 WEEKS TO 6 MONTHS PRIOR TO RELEASE. FOURTEEN RECEIVED PRE-RELEASE SCREENING AND A CASE PLAN WAS DEVELOPED WHILE THEY WERE IN PLAQUEMINES, BUT WERE ULTIMATELY RELEASED AND CONTINUED TO BE ENROLLED IN THE PROGRAM POST-RELEASE. ACCOMPLISHMENTS INCLUDE:- 100% DEVELOPED A CASE PLAN- 42% (6/14) OBTAINED PERMANENT EMPLOYMENT- 5 CASES PENDING FOR SSI- 38 CASES OPEN FOR LEGAL SERVICES FOR 23 INDIVIDUALS- 65% (25/38) OF THE LEGAL CASES HAVE BEEN RESOLVED- 100% OF THE 27 CLIENTS DID NOT RECIDIVATE WITHIN 6 MONTHS 3491298 3134350 COVID-19 IMPACT: IN MARCH 2020, UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA) TRANSITIONED TO COVID-19 RESPONSE GENERATING OVER $10 MILLION IN DIRECT IMPACT IN THE FIRST FIVE MONTHS. 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. THIS INCLUDED: $2.4 MILLION IN EMERGENCY CRISIS GRANTS TO 4,800+ HOSPITALITY WORKERS ACROSS 1,000 HOSPITALITY WORKPLACES; SUPPORT TO 41 EARLY CARE AND EDUCATION CENTERS BY SECURING $2.3 MILLION IN FUNDING; $1.7 MILLION IN FUNDING TO LOCAL NONPROFITS/PROGRAMS TO ADDRESS THE DISPROPORTIONATE IMPACTS OF COVID-19 ON BLACK COMMUNITIES; AND MUCH MORE.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. $10 MILLION IN DIRECT COMMUNITY IMPACT (MARCH 2020 - JUNE 2020) HOSPITALITY CARES PANDEMIC RELIEF FUND: $2.4 MILLION IN EMERGENCY CRISIS GRANTS TO 4,800+ HOSPITALITY WORKERS ACROSS 1,000 HOSPITALITY WORKPLACES IN PARTNERSHIP WITH THE LOUISIANA HOSPITALITY FOUNDATION, ENTERGY CORPORATION, AND COUNTLESS OTHERS. (HTTPS://WWW.UNITEDWAYSELA.ORG/HOSPITALITY-CARES-0)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. WE HAVE SUPPORTED 41 CENTERS TO DATE IN SECURING $2.3 MILLION IN FUNDING. THIS PROGRAM ALSO PROVIDED THAT 250 ECE JOBS WERE PRESERVED AND THAT THERE WOULD BE ZERO PERMANENT CENTER CLOSURES. (HTTPS://WWW.UNITEDWAYSELA.ORG/ECE_OPENS_PHASE3)SAVING OUR SELVES, UNITED WAY & BET: OVERSAW $1.7 MILLION IN FUNDING TO 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 HANDS-ON ENTERGY VOLUNTEER CENTER & DOORDASH: 6,500 VOLUNTEERS ENGAGED TO GENERATE $4 MILLION IN IMPACT VIA MEAL KIT PREPARATIONS AND DELIVERIES TO HOMEBOUND OLDER ADULTS AND INDIVIDUALS IN ORLEANS PARISH. NEARLY 30,000 FOOD BOXES AND HOUSEHOLD SUPPLIES WERE DELIVERED TO VULNERABLE PEOPLE THROUGHOUT ORLEANS PARISH.EMERGENCY FOOD AND SHELTER GRANTS: MANAGED OVER $800,000 IN EMERGENCY FOOD AND SHELTER GRANTS TO FUND NONPROFITS/PLACES OF WORSHIP WITH SUPPORT TO PROVIDE EMERGENCY FOOD AND SHELTER TO PEOPLE IN NEEDUNITED 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)WORKFORCE DEVELOPMENT: FUNDED PARTNERSHIP WITH GNO, INC. TO STUDY THE NEED FOR UPSKILLING IN THE REGION AND OUTLINE IMPLEMENTATION STRATEGIES FOR UPSKILLING UNDEREMPLOYED RESIDENTS. IN ADDITION, CONFIRMED NEW SNAP EMPLOYMENT AND TRAINING CONTRACTS WITH LOCAL E&T PROVIDERS TO DRAW DOWN ADDITIONAL FEDERAL FUNDS FOR LOCAL WORKFORCE DEVELOPMENT.UNITED WAY OF SOUTHEAST LOUISIANA WILL CONTINUE TO UTILIZE THE PANDEMIC TO SERVE AS A CATALYST FOR INNOVATION AND CONTINUES TO UTILIZE THAT ABILITY TO REDEFINE UNITED WAY PARTNERSHIPS AND HOW WE DRIVE IMPACT ACROSS THE SEVEN PARISHES WE SERVE. 426797 204000 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 BE A FOUNDATION FOR LONG-TERM FINANCIAL STABILITY AND SELF-SUFFICIENCY. THIS PROJECT ALLOWS PARTICIPANTS TO USE THEIR IDAS FOR A DOWN PAYMENT/ CLOSING COSTS ON A NEW HOME, TO 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 PRIOR TO 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 - 50* 30 HOMEOWNERSHIP * 7 VEHICLE * 8 BUSINESS START-UP OR EXPANSION * 5 POST-SECONDARY EDUCATION* TOTAL NUMBER OF PARTICIPANTS THAT HAVE COMPLETED 12 HOURS OF HOMEBUYER TRAINING - 30* TOTAL NUMBER OF PARTICIPANTS THAT HAVE COMPLETED 12 HOURS OF FINANCIAL EDUCATION - 50* ASSET PURCHASES - 50 TOTAL; 30 HOMEOWNERSHIP, 8 SMALL BUSINESS, 7 VEHICLES, 5 POST-SECONDARY EDUCATION 384054 381931 UNITED WE REBUILD:IN THE AFTERMATH OF HURRICANE KATRINA, UWSELA SUPPORTED THE ESTABLISHMENT OF LONG-TERM RECOVERY ORGANIZATIONS (LTRO'S) IN EACH OF THE PARISHES IN OUR SERVICE AREA. FIFTEEN YEARS LATER, UWSELA CONTINUES TO COLLABORATE WITH ORGANIZATIONS TO RESPOND TO BOTH IMMEDIATE AND LONG-TERM NEEDS FOR DISASTER RECOVERY. UWSELA INVESTMENTS HELP PROVIDE FUNDING TO FACILITATE CASE MANAGEMENT ACTIVITIES TO LINK CLIENTS WITH DIRECT RESOURCES, FUND REBUILDING ORGANIZATIONS FOR IMMEDIATE MUCK/GUT AND LONG-TERM REBUILD ASSISTANCE, ASSIST IN CAPACITY BUILDING, AND HELP PROVIDE DIRECT RESOURCES TO MEET THE UNMET NEEDS OF THOSE IMPACTED BY DISASTER. IN ADDITION TO INVESTING IN LTRO'S, UWSELA COLLABORATES THROUGHOUT THE YEAR WITH PARISH AND LOCAL EMERGENCY OPERATIONS OFFICES IN PREPARATION AND PLANNING FOR UPCOMING DISASTER SEASONS.IN RECENT YEARS, UWSELA HAS CONTINUED TO PLAY A KEY ROLE IN DISASTER RESPONSE. IN 2016, OUR AREA WAS HIT TWICE, FIRST IN MARCH THEN IN AUGUST, WITH MASSIVE FLOODING WHICH AFFECTED OVER 10,000 HOUSEHOLDS FOR EACH FLOOD EVENT. UWSELA RESPONDED IMMEDIATELY FOLLOWING THE MARCH FLOOD TO FUND EMERGENCY RESPONSE EFFORTS. IMMEDIATELY FOLLOWING THE 2016 AUGUST FLOOD, UWSELA OPENED THE STATE'S FIRST RECOVERY DISTRIBUTION WAREHOUSE IN TANGIPAHOA PARISH. HOSTING HUNDREDS OF VOLUNTEERS AND WORKING WITH OVER 90 COMMUNITY PARTNERS, UWSELA COLLECTED AND DISTRIBUTED EMERGENCY SUPPLIES OF OVER 1.55 MILLION ITEMS VALUED AT MORE THAN $1.4 MILLION. THE WAREHOUSE OPERATIONS PROVIDED CRITICAL SUPPORT TO THE COMMUNITY. LONG-TERM FLOOD RECOVERY IS STILL UNDERWAY. AS OF JUNE 2020, UWSELA HAS LEVERAGED $5,298,710 IN RECOVERY SERVICES TO THE COMMUNITY THROUGH INVESTMENTS OF $2,551,503 IN PARTNER GRANTS AND REBUILD/CASE MANAGEMENT/CONSTRUCTION SERVICES, $1,220,255 IN VOLUNTEER LABOR, AND $1,526,952 IN DONATED ITEMS FOR IMPACTED FAMILIES.UWSELA ALSO INVESTED IN LONG-TERM RECOVERY EFFORTS FOLLOWING THE 2017 NEW ORLEANS EAST TORNADO, PROVIDING $500,000 IN GRANTS TO REBUILD ORGANIZATIONS. FINALLY, UWSELA UNDERSTANDS THE IMPACT OF DISASTER THROUGHOUT THE U.S. AND RAISED FUNDS TO SUPPORT VICTIMS OF HURRICANES HARVEY, FLORENCE, AND MICHAEL. 271806 40910 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 BUILDINGACCESS 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 449 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 COURSES 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 FAMILIES 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 271 PARTICIPANTS. 95% OF THE PARTICIPANTS HAVE NOT CHECKED THEIR CREDIT REPORT IN OVER A YEAR, AND MOST OF THE TIME THEY ARE AFRAID OF THE UNKNOWN. 70% 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 $763 ON AVERAGE, A DECREASE IN CREDIT UTILIZATION BY 46% 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. 197337 96319 NEW ORLEANS GRADE LEVEL READING CAMPAIGN:- 125 ORGANIZATIONS ACTIVELY PARTICIPATING IN THE COLLABORATION- 441 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, UNITED WAY, 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); 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 SUMMER 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 GRANT PERIOD 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 FROM THE NEW ORLEANS CITY COUNCIL AND THE MAYOR'S OFFICE TO CREATE 194 NEW SEATS AND SUPPORT NECESSARY WRAP-AROUND SERVICES FOR FAMILIES. THE SUMMER LITERACY INSTITUTE INCREASED THE NUMBER OF SUMMER PROGRAMS AND SITES ENROLLED FROM 12 TO 16 PROGRAMS FROM ITS PILOT YEAR AND MORE THAN DOUBLED THE NUMBER OF CHILDREN SERVED IN LITERACY-RICH SUMMER PROGRAMS TO 1,500 (FROM 1,200 LAST YEAR), BASED ON SUMMER PROGRAM ENROLLMENT DATA (FINAL NUMBER PENDING COMPLETION OF DATA SYNTHESIS). 156001 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 - 8,672 * TOTAL AMOUNT OF INCOME TAX REFUNDS - $12,763,340 * TOTAL AMOUNT OF EARNED INCOME TAX CREDITS - $4,655,621 90319 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. SELECTION OF PARTICIPATING PROGRAMS FOR THE SUMMER 2019 INCLUDED A SELECTION COMMITTEE THAT SCORED ALL APPLICATIONS ON A RANGE OF CRITERIA, INCLUDING COMMITMENT TO PARTICIPATE IN ALL ASPECTS OF THE INSTITUTE AND WILLINGNESS TO IMPLEMENT OR IMPROVE LITERACY INTEGRATION PRACTICES IN THE SUMMER PROGRAM. IN ADDITION, THE COMMITTEE WAS ASKED TO CONSIDER EACH ORGANIZATION'S ABILITY TO SERVE CHILDREN IN HIGH-NEEDS CATEGORIES, SUCH AS INCOME AND EXCEPTIONALITY. FINALLY, THE COMMITTEE CREATED A COHORT THAT INCLUDED ORGANIZATIONS OF VARYING SIZES, NEIGHBORHOODS, AND PROGRAM DESIGNS. ULTIMATELY, 16 ORGANIZATIONS IMPLEMENTING 20 SUMMER PROGRAM SITES WERE SELECTED FOR THE 2019 COHORT. THE RESULT OF THE SCORING AND IDENTIFIED CRITERIA WAS THAT THE INSTITUTE SERVED A WIDE RANGE OF PROGRAMS THROUGHOUT THE CITY. IN ADDITION, WHEN PROGRAM STAFF PARTICIPATED IN WORKSHOPS OFFERED TO ALL COHORT PARTICIPANTS, THEY WERE ABLE TO SHARE IDEAS AND SOLUTIONS GENERATED FROM A VARIETY OF PERSPECTIVES AND APPROACHES TO SUMMER PROGRAMMING.ONE OF THE GOALS OF YEAR 2 OF THE INSTITUTE WAS TO EXPAND THE NUMBER AND ACCESSIBILITY OF WORKSHOPS BY CONTINUING TO BUILD AND DELIVER WORKSHOPS ACCORDING TO ORGANIZATIONS' STATED NEEDS. IN 2018, THE INSTITUTE OFFERED TWO WORKSHOPS: BUILDING A CULTURE OF LITERACY AND READERS' THEATER. EACH ORGANIZATION CHOSE TO PARTICIPATE IN ONE OF THE WORKSHOPS, AND THAT ALSO BECAME THEIR 2018 FOCUS AREA. AS PREVIOUSLY STATED, BUILDING A CULTURE OF LITERACY WAS OFFERED TO ALL ORGANIZATIONS IN 2019. IN ADDITION TO THE SKILL-BUILDING READERS' THEATER WORKSHOP, WORKSHOPS WERE BUILT AND CREATED AROUND FOUR MORE TOPICS: - LITERACY INTEGRATION INTO ENRICHMENT- LITERACY CENTERS- JUST RIGHT BOOKS- INTERACTIVE READ ALOUDSALTHOUGH ORGANIZATIONS WERE ASKED TO CHOOSE JUST ONE TOPIC AS THEIR FOCUS AREA, THEY WERE INVITED TO ALL OF THE WORKSHOPS. THUS, THEY WERE ABLE TO ENGAGE STAFF MEMBERS IN LEARNING MULTIPLE LITERACY-RELATED PRACTICES, BUT THEY ALSO COMMITTED TO MORE DEEPLY ENGAGING IN ONE PARTICULAR AREA. ORGANIZATIONS TOOK ADVANTAGE OF THESE FREE WORKSHOP OFFERINGS BY SENDING MULTIPLE STAFF MEMBERS TO MORE THAN ONE WORKSHOP, MAKING THE WORKSHOP CALENDAR AVAILABLE TO ALL STAFF WHO MIGHT CHOOSE TO ATTEND, AND INVITING RETURNING STAFF TO ATTEND WORKSHOPS AS A REFRESHER ON SKILLS THEY GAINED IN 2018 INSTITUTE PARTICIPATION.BECAUSE ORGANIZATIONS CHOSE THEIR FOCUS AREA, THEY WERE COMMITTED TO NOT JUST LEARNING, BUT ALSO IMMEDIATELY ACTING UPON THE INFORMATION AND SKILL-BUILDING IN PRACTICAL WAYS. HAD THE INSTITUTE CHOSEN A MORE LIMITED NUMBER OF WORKSHOPS, IT IS LIKELY THAT MANY COHORT MEMBERS WOULD HAVE APPRECIATED THE INFORMATION, WHILE ALSO NOT HAVING A CLEAR PATH FOR IMPLEMENTING IN SUMMER 2019. BY GIVING ORGANIZATIONS CHOICES, THEY WERE ABLE TO DETERMINE THE BEST AVENUE, THE BEST INSTRUCTORS, THE BEST SCHEDULE FOR ROLLOUT OF THE LITERACY-BASED PRACTICES WITHIN THEIR PARTICULAR PROGRAM.BY THE NUMBERS:CATEGORY 2018 2019 ORGANIZATIONS 12 16 PROGRAMS 17 20 FOCUS AREAS 2 5 CHILDREN REACHED 550 1,280 HOURS OF LITERACY ACTIVITIES 568 1,044 READING HOURS LOGGED 346 137 81030 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, 2020, UWSELA AND THE CURRENT SEVEN SUBCONTRACTOR PARTNERS PROVIDING DIRECT SERVICE FOR WORKFORCE DEVELOPMENT TRAINING, HAVE COLLECTIVELY INVESTED $1,202,044 IN PROGRAMMATIC WORK AROUND WORKFORCE DEVELOPMENT. PARTICIPATION IN THE SNAP E&T PROGRAM HAS ALLOWED FOR THE REIMBURSEMENT OF $601,022 GOING BACK TO UWSELA AND ITS SUBCONTRACTOR PARTNERS, WHICH CAN THEN BE REINVESTED IN PROGRAMMATIC WORK. 265829 82340 ALL OTHER PROGRAM SERVICES 1446376 601500 12277695 1 1 0 1 0 1 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 37 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X DEBRA MODLIN 5048225540 2515 CANAL STREET NEW ORLEANS LA 70119 MICHAEL WILLIAMSON PRESIDENT/CEO 37.50 X 298179 0 52929 DEBRA MODLIN CHIEF FINANCIAL OFFICER 37.50 X 173218 0 38571 CHARMAINE CACCIOPPI EXEC. VP/COO 37.50 X 212382 0 33108 MARY AMBROSE CHIEF IMPACT OFFICER 37.50 X 117951 0 23454 JAMENE DAHMER SR. VP LONG TERM RECOVERY 37.50 X 107151 0 20815 CAROL GSTOHL CHIEF HR OFFICER 37.50 X 104599 0 20260 MR TERRELL BOYNTON TRUSTEE 4.00 X 0 0 0 MS LORI BARTHELEMY TRUSTEE 4.00 X 0 0 0 MS KARIN STAFFORD BIRD TRUSTEE 4.00 X 0 0 0 MR ELWOOD CAHILL TRUSTEE 4.00 X 0 0 0 MR MIKE EDWARDS TRUSTEE 4.00 X 0 0 0 MR DAVID FRANCIS TRUSTEE 4.00 X 0 0 0 MR MICHAEL HECHT TRUSTEE 4.00 X 0 0 0 MS MARIAN H PIERRE TRUSTEE 4.00 X 0 0 0 MR SCOTT REITAN TRUSTEE 4.00 X 0 0 0 MS ADRIENNE SLACK TRUSTEE 4.00 X 0 0 0 MS LACEY CONWAY TRUSTEE 4.00 X 0 0 0 MR RICK YOUNG TRUSTEE 4.00 X 0 0 0 MS MELANIE CRAIG TRUSTEE 4.00 X 0 0 0 MR MICHAEL TODD TRUSTEE 4.00 X 0 0 0 MS NORMA GRACE TRUSTEE 4.00 X 0 0 0 DR TAKEISHA DAVIS TRUSTEE 4.00 X 0 0 0 MS ELIZABETH ELLISON-FROST TRUSTEE 4.00 X 0 0 0 MR DERRICK MARTIN TRUSTEE 4.00 X 0 0 0 MR ROBERT TANNER TRUSTEE 4.00 X 0 0 0 MR ROBERT KIMBRO IMMEDIATE PAST CHAIR 4.00 X X 0 0 0 MR TED RUDDOCK BOARD TREASURER 4.00 X X 0 0 0 MR TOD SMITH BOARD SECRETARY 4.00 X X 0 0 0 MS CATHY MCRAE BOARD VICE CHAIR 4.00 X X 0 0 0 MR GARY LORIO BOARD CHAIR 4.00 X X 0 0 0 1013480 0 189137 6 0 1 0 0 137442 946624 13372342 134964 14456408 SERVICE FEE INCOME 900099 77214 77214 77214 170468 170468 36285 117176 -80891 -80891 -80891 1734947 1667328 67619 67619 67619 71605 137442 95445 -23840 -23840 1510 9327 -7817 -7817 REFUNDS/REIMBURSEMENTS 900099 11479 11479 11479 14670640 88693 0 125539 6495734 6495734 2631939 2631939 783960 371759 257900 154301 2790139 1508907 460047 821185 231639 118074 39052 74513 298361 155595 49843 92923 222925 121706 40107 61112 39409 2590 35268 1551 10855 5376 2259 3220 537342 436434 17758 83150 127344 40686 2407 84251 331859 156814 35957 139088 157537 71573 28807 57157 56660 27555 4333 24772 152618 70999 9739 71880 108406 108406 87365 45891 14218 27256 MEMBERSHIP DUES 20539 13634 2200 4705 MISCELLANEOUS 4889 2429 967 1493 15089520 12277695 1109268 1702557 331733 78573 2290274 5832781 4303997 3957036 424 120 2074118 1439042 714568 635076 8297774 4800388 3642012 3545179 341536 313916 19922318 19163069 555604 688441 62160 174933 5051556 4474580 5669320 5337954 X 10234959 9627788 4018039 4197327 14252998 13825115 19922318 19163069 -418880 -9003 0 X X 0 1 X 1 0 X 15839751 16594998 13048115 10274288 14456408 70213560 15839751 16594998 13048115 10274288 14456408 70213560 12666831 57546729 231019 227443 312753 395217 206753 1373185 1916406 4433 18779 11479 1951097 73537842 1094516 0.78250 0.77510 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE/SETTLEMENT PROCEEDS - 2016 AMOUNT: $ 1,916,406. REFUNDS/REIMBURSEMENTS - 2017 AMOUNT: $ 4,433. 2018 AMOUNT: $ 18,779. 2019 AMOUNT: $ 11,479. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26165 10466 36631 15052889 15089520 904476 226119 0 0 898661 849204 756007 904476 3408348 5112522 30466 23660 33755 36631 124512 224665 212301 189002 226119 852087 1278131 21761 16900 24111 26165 88937 6 374750 449250 69850 1 1 0 0 5659498 87000 233225 5513273 5639848 246896 227246 5659498 5440832 422183 223167 5639848 5145992 517138 222298 5440832 5410544 -44186 220366 5145992 0.64030 0.31660 0.04310 1 0 302893 302893 1389058 1116053 273005 329937 295930 34007 52230 27059 25171 635076 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3219398 F INVESTMENT IN COMMON ENDOWMENT FUND OF GREATER NEW ORLEANS FOUNDATION 325781 F 3545179 ALLOCATIONS, DESIGNATIONS AND PROGRAMS PAYABLE 4452167 LEASE LIABILITY 22413 4474580 X 13226384 -9003 257574 221948 470519 12755865 20097 1894678 1914775 14670640 13654267 257574 221948 479522 13174745 20097 1894678 1914775 15089520 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, 2020, 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 95,445. RAFFLE EXPENSE 9,327. RENTAL EXPENSES 117,176. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,894,678. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 95,445. RAFFLE EXPENSE 9,327. RENTAL EXPENSES 117,176. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 1,894,678. DE TOCQUEVILLE 125051 89074 35977 15171 34575 19332 RED BEANS AND RICE COOKOFF 28928 13700 15228 1623 1 55068 34668 20400 21796 2948 209047 137442 71605 15171 56371 23903 95445 -23840 1 ADAPT INC 216 MEMPHIS STREET BOGALUSA LA 704273844 721274844 501(C)3 25575 GRANT FUNDING & DESIGNATED GIFTS AMERICAN RED CROSS - SE LA 3131 N I-10 SERVICE ROAD E 4TH FL METAIRIE LA 70002 720408907 501(C)3 63159 GRANT FUNDING & DESIGNATED GIFTS THE ARC OF GREATER NEW ORLEANS 925 S LABARRE RD METAIRIE LA 70001 720456903 501(C)3 72542 GRANT FUNDING & DESIGNATED GIFTS BOY SCOUTS - SOUTHEAST LOUISIANA COUNCIL 4200 S I-10 SERVICE RD WEST METAIRIE LA 70001 720408954 501(C)3 46106 GRANT FUNDING & DESIGNATED GIFTS BOYS & GIRLS CLUBS OF SOUTHEAST LA INC 650 POYDRAS ST STE 2225 NEW ORLEANS LA 70130 720648695 501(C)3 37280 GRANT FUNDING & DESIGNATED GIFTS BOYS TOWN OF LOUISIANA INC 700 FRENCHMAN STREET NEW ORLEANS LA 70116 412220807 501(C)3 31047 DESIGNATED GIFTS BUREAU OF GOVERNMENTAL RESEARCH 1055 ST CHARLES AVENUE SUITE 200 NEW ORLEANS LA 70130 720408914 501(C)3 5500 DESIGNATED GIFTS CADA 3520 GENERAL DEGAULLE DR STE 5010 NEW ORLEANS LA 70114 720541502 501(C)3 81504 GRANT FUNDING & DESIGNATED GIFTS CANCER ASSOCIATION OF GNO 824 ELMWOOD PARK BLVD STE 240 NEW ORLEANS LA 70123 720517802 501(C)3 68661 GRANT FUNDING & DESIGNATED GIFTS CAPITAL AREA UNITED WAY LA 700 LAUREL STREET BATON ROUGE LA 70802 720447100 501(C)3 16297 DESIGNATED GIFTS CASA NEW ORLEANS 1340 POYDRAS ST SUITE 2120 NEW ORLEANS LA 70112 721054889 501(C)3 15553 GRANT FUNDING & DESIGNATED GIFTS CATHOLIC CHARITIES ARCHDIOCESE OF NEW ORLEANS 1000 HOWARD AVE STE 1000 NEW ORLEANS LA 70113 720408911 501(C)3 238252 GRANT FUNDING & DESIGNATED GIFTS CHILD ADVOCACY SERVICES 1504 W CHURCH STREET HAMMOND LA 70401 721262466 501(C)3 29316 GRANT FUNDING & DESIGNATED GIFTS CHILDREN'S BUREAU OF NEW ORLEANS 400 LAFAYETTE ST STE 140 NEW ORLEANS LA 701303206 720408916 501(C)3 74160 GRANT FUNDING & DESIGNATED GIFTS CHILDREN'S HOSPITAL-LA 200 HENRY 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501(C)3 10671 DESIGNATED GIFTS FRIENDS OF LAKEVIEW PO BOX 24378 NEW ORLEANS LA 70184 900606504 501(C)3 5850 DESIGNATED GIFTS GNO NONPROFIT KNOWLEDGE WORKS 1600 CONSTANCE ST NEW ORLEANS LA 70130 721400841 501(C)3 75000 GRANT FUNDING GREATER NEW ORLEANS FOUNDATION 919 ST CHARLES AVENUE NEW ORLEANS LA 70130 720408921 501(C)3 100000 GRANT FUNDING GREEK ORTHODOX ARCHDIOCESE 8 EAST 79TH STREET NEW YORK NY 10075 131632516 501(C)3 200000 DESIGNATED GIFTS GRETNA UNITED METHODIST CHURCH 1309 WHITNEY AVENUE GRETNA LA 70056 726077812 501(C)3 9000 DESIGNATED GIFTS HANDS ON NEW ORLEANS 2515 CANAL STREET NEW ORLEANS LA 70119 262281213 501(C)3 164450 GRANT FUNDING & DESIGNATED GIFTS HEALTH AND EDUCATION ALLIANCE OF LOUISIANA 1700 JOSEPHINE STREET NEW ORLEANS LA 70113 331159042 501(C)3 50000 GRANT FUNDING INST OF WOMEN AND ETHNIC STUDIES 365 CANAL STREET SUITE 1550 NEW ORLEANS LA 70130 721244155 501(C)3 40000 GRANT FUNDING JERICHO ROAD EPISCOPAL HOUSING 2919 ST CHARLES AVENUE NEW ORLEANS LA 70115 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ORLEANS LA 70119 204586416 501(C)3 18098 GRANT FUNDING LIBERTY'S KITCHEN 300 N BROAD STREET SUITE 101 NEW ORLEANS LA 70119 262254285 501(C)3 43058 GRANT FUNDING LOUISIANA CENTER FOR CHILDREN'S RIGHTS 1100-B MILTON STREET NEW ORLEANS LA 70122 205961971 501(C)3 52350 GRANT FUNDING & DESIGNATED GIFTS LOUISIANA ENDOWMENT FOR THE HUMANITIES 938 LAFAYEETE ST SUITE 300 NEW ORLEANS LA 70113 720795568 501(C)3 26330 GRANT FUNDING & DESIGNATED GIFTS LOUISIANA GREEN CORPS 2645 TOULOUSE STREET NEW ORLEANS LA 70119 272884715 501(C)3 25150 GRANT FUNDING LOUISIANA HOSPITALITY FOUNDATION PO BOX 24046 NEW ORLEANS LA 70184 204728582 501(C)3 31170 GRANT FUNDING LOYOLA UNIVERSITY 7214 ST CHARLES AVENUE NEW ORLEANS LA 70118 720408946 501(C)3 37008 GRANT FUNDING & DESIGNATED GIFTS LUKES HOUSE 2023 SIMON BOLIVAR AVENUE NEW ORLEANS LA 70113 260332262 501(C)3 28730 GRANT FUNDING & DESIGNATED GIFTS MARY QUEEN OF VIETNAM COMMUNITY DEVELOPMENT CORP INC 4626 ALCEE FORTIER BLVD NEW ORLEANS LA 70129 204929600 501(C)3 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471514606 501(C)3 35240 GRANT FUNDING & DESIGNATED GIFTS OUR DAILY BREAD OF TANGIPAHOA PO BOX 1476 HAMMOND LA 70404 721438651 501(C)3 27815 GRANT FUNDING & DESIGNATED GIFTS PLAQUEMINES COMMUNITY CARE CENTER 8480 HWY 23 BELLE CHASSE LA 70037 203884943 501(C)3 84932 GRANT FUNDING & DESIGNATED GIFTS POLICY INSTITUTE FOR THE CHILDREN OF LOUISIANA PO BOX 13552 NEW ORLEANS LA 70185 464487461 501(C)3 6000 DESIGNATED GIFT QUAD AREA COMMUNITY ACTION AGENCY 45300 NORTH BAPTIST ROAD HAMMOND LA 70401 720796570 501(C)3 25000 GRANT FUNDING RAPHAEL VILLAGE 517 SORAPARU STREET APT 104 NEW ORLEANS LA 70130 821693179 501(C)3 246000 GRANT FUNDING REBUILDING TOGETHER NEW ORLEANS 2801 MARAIS STREET NEW ORLEANS LA 70117 834047337 501(C)3 49005 DESIGNATED GIFTS ROYAL CASTLE CHILD DEVELOPMENT 3800 EAGLE ST NEW ORLEANS LA 701183404 721317443 501(C)3 26000 GRANT FUNDING SAFE HARBOR INC 4441 IBERVILLE ST MANDEVILLE LA 70471 121181684 501(C)3 33873 GRANT FUNDING & DESIGNATED GIFTS SECOND HARVEST FOOD BANK 1201 SAMS AVE NEW ORLEANS LA 70123 720956468 501(C)3 267272 GRANT FUNDING & DESIGNATED GIFTS SON OF A SAINT 2803 ST PHILIP STREET NEW ORLEANS LA 70119 465554558 501(C)3 43688 GRANT FUNDING SOUTHEAST LA LEGAL SERVICES CO 1200 DEREK STE 100 HAMMOND LA 70403 720877422 501(C)3 79775 GRANT FUNDING & DESIGNATED GIFTS SOUTHEAST SPOUSE ABUSE PROGRAM PO BOX 1946 HAMMOND LA 704041946 521243258 501(C)3 37340 GRANT FUNDING & DESIGNATED GIFTS ST JUDE CHILDREN'S RESEARCH HOSPITAL 14333 PERKINS ROAD SUITE A BATON ROUGE LA 70810 351044585 501(C)3 16896 DESIGNATED GIFTS STARC 1541 ST ANN PLACE SLIDELL LA 70460 720727074 501(C)3 52506 GRANT FUNDING & DESIGNATED GIFTS SUSAN G KOMEN BREAST CANCER NEW ORLEANS AFFILIATE 4141 VETERANS BLVD SUITE 202 METAIRIE LA 70002 721222127 501(C)3 31047 DESIGNATED GIFTS TANGILENA LONG TERM RECOVERY GROUP 601 RUE CANNES HAMMOND LA 70403 814645103 501(C)3 305232 GRANT FUNDING TANGIPAHOA VOLUNTARY COUNCIL ON AGING 106 NORTH BAY ST AMITE LA 70422 720903571 501(C)3 25232 GRANT FUNDING & DESIGNATED GIFTS THE GOOD SAMARITAN MINISTRY 910 CROSS GATES BLVD SLIDELL LA 70461 720947538 501(C)3 32352 GRANT FUNDING & DESIGNATED GIFTS THE NATIONAL WORLD WAR II MUSEUM 945 MAGAZINE STREET NEW ORLEANS LA 70130 272262560 501(C)3 21000 DESIGNATED GIFTS THE SALVATION ARMY AREA COMMAND 4526 S CLAIBORNE AVE NEW ORLEANS LA 70125 630288866 501(C)3 30158 GRANT FUNDING & DESIGNATED GIFTS TOTAL COMMUNITY ACTION 1420 S JEFFERSON DAVIS PKWY NEW ORLEANS LA 70125 720599165 501(C)3 300000 GRANT FUNDING TRAVELERS AID SOCIETY 611 NORTH RAMPART ST NEW ORLEANS LA 70112 720408990 501(C)3 76079 GRANT FUNDING & DESIGNATED GIFTS UNITED NEGRO COLLEGE FUND 1100 POYDRAS ST STE 1400 NEW ORLEANS LA 70163 131624241 501(C)3 167167 GRANT FUNDING & DESIGNATED GIFTS UNITED WAY OF ACADIANA PO BOX 52033 LAFAYETTE LA 70505 720513639 501(C)3 6748 DESIGNATED GIFTS UNITED WAY OF COLLIER COUNTY 9015 STRADA STELL CT STE 204 NAPLES FL 34109 591026096 501(C)3 10000 DESIGNATED GIFTS UNITED WAY OF GREATER HOUSTON 50 WAUGH DRIVE HOUSTON TX 77007 741167964 501(C)3 7965 DESIGNATED GIFTS UNITED WAY OF MIAMI-DADE 3250 SW 3RD AVENUE MIAMI FL 331292712 590830840 501(C)3 21501 DESIGNATED GIFTS UNITED WAY OF ST CHARLES 13207 RIVER ROAD LULING LA 70070 720928066 501(C)3 14952 DESIGNATED GIFTS UNITED WAY OF THE CAPITAL AREA INC MS PO DRAWER 23169 JACKSON MS 39225 640303075 501(C)3 16078 DESIGNATED GIFTS UNITED WAY WORLDWIDE 701 NORTH FAIRFAX STREET ALEXANDRIA VA 223142045 131635294 501(C)3 5412 MEMBERSHIP DUES UNIVERSITY OF VIRGINIA FOUNDATION PO BOX 400218 CHARLOTTESVILLE VA 22904 720928066 501(C)3 120000 DESIGNATED GIFTS URBAN LEAGUE OF GREATER NEW ORLEANS 2322 CANAL ST NEW ORLEANS LA 70119 720423627 501(C)3 204924 GRANT FUNDING & DESIGNATED GIFTS VIA LINK 2820 NAPOLEON AVE STE 550 NEW ORLEANS LA 70115 720706669 501(C)3 121185 GRANT FUNDING & DESIGNATED GIFTS VOLUNTEERS OF AMERICA OF GNO 4152 CANAL ST NEW ORLEANS LA 70119 720709750 501(C)3 52964 GRANT FUNDING & DESIGNATED GIFTS YMCA BOGALUSA 411 AVENUE B BOGALUSA LA 704273656 720441354 501(C)3 25000 GRANT FUNDING & DESIGNATED GIFTS YMCA OF GREATER NEW ORLEANS 1215 PRYTANIA ST STE 103 NEW ORLEANS LA 70130 720423890 501(C)3 62665 GRANT FUNDING & DESIGNATED GIFTS YOUTH EMPOWERMENT PROJECT 1600 ORETHA CASTLE HALEY BLVD NEW ORLEANS LA 70113 421633060 501(C)3 42426 GRANT FUNDING & DESIGNATED GIFTS YOUTH SERVICE BUREAU OF ST TAMMANY 430 N NEW HAMPSHIRE COVINGTON LA 70433 720933867 501(C)3 85860 GRANT FUNDING & DESIGNATED GIFTS 106 0 INDIVIDUAL DEVELOPMENT ACCOUNT (IDA) PROJECT 60 244000 HOSPITALITY CARES COVID RELIEF 4770 2385000 BET MORTGAGE ASSISTANCE 1 910 LA PRISONER RE-ENTRY DIRECT SERVICE 1 2029 PART I, LINE 2: 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. X X 1 1 X X X 0 0 0 0 0 0 0 1 0 MICHAEL WILLIAMSON PRESIDENT/CEO 266639 0 27966 0 3574 0 27788 0 25141 0 351108 0 0 0 DEBRA MODLIN CHIEF FINANCIAL OFFICER 131934 0 40000 0 1284 0 15890 0 22681 0 211789 0 0 0 CHARMAINE CACCIOPPI EXEC. VP/COO 206643 0 0 0 5739 0 23037 0 10071 0 245490 0 0 0 PART I, LINE 1A THE CEO'S WIFE TRAVELS WITH HIM TO WASHINGTON MARDI GRAS EACH FEBRUARY. COMPANION TRAVEL WAS APPROVED IN WRITING BY THE BOARD CHAIR CONSISTENT WITH UWSELA'S POLICY. THE CEO'S AA BOOKED A BUSINESS CLASS FLIGHT FOR HIM IN OCT 2019 AS SHE WAS NOT AWARE OF THE POLICY TO BUY COACH ONLY. PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES FOR CERTAIN GOALS BEING MET. MICHAEL WILLIAMSON CEO USE OF COMPANY CARD FOR PERSONAL ITEMS ($120). REIMBURSED ON 7/6/2020. X 120 120 0 0 0 120 X 1 300 FAIR MARKET VALUE X 174 FAIR MARKET VALUE X 715 FAIR MARKET VALUE X 7 26440 FAIR MARKET VALUE X 3 493 FAIR MARKET VALUE X 9 79116 FAIR MARKET VALUE X GIFT CARD/CERTIFICATES 42 22425 FAIR MARKET VALUE X COMPUTERS 1 3300 FAIR MARKET VALUE X IPHONES 1 1800 FAIR MARKET VALUE X FLOWERS 1 200 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF INSTANCES OF CONTRIBUTIONS. FORM 990, PART III, LINE 2 THE ORGANIZATION HAS A NEW PROGRAM FOR COVID-19 PANDEMIC RELIEF. FORM 990, PART III, LINE 4A CONTINUED: NEW ORLEANS GRADE LEVEL READING CAMPAIGN - 125 ORGANIZATIONS ACTIVELY PARTICIPATING IN THE COLLABORATION - 441 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, UNITED WAY, 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); 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 SUMMER 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 GRANT PERIOD 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 FROM THE NEW ORLEANS CITY COUNCIL AND THE MAYOR'S OFFICE TO CREATE 194 NEW SEATS AND SUPPORT NECESSARY WRAP-AROUND SERVICES FOR FAMILIES. THE SUMMER LITERACY INSTITUTE INCREASED THE NUMBER OF SUMMER PROGRAMS AND SITES ENROLLED FROM 12 TO 16 PROGRAMS FROM ITS PILOT YEAR AND MORE THAN DOUBLED THE NUMBER OF CHILDREN SERVED IN LITERACY-RICH SUMMER PROGRAMS TO 1,500 (FROM 1,200 LAST YEAR), BASED ON SUMMER PROGRAM ENROLLMENT DATA (FINAL NUMBER PENDING COMPLETION OF DATA SYNTHESIS). 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.