2020-09-23T14:55:09-05:00 2019-12-31 721396621 CARR RIGGS & INGRAM LLC 1000 E PRESTON AVE STE 200 SHREVEPORT LA 71105 990 2019-01-01 720503930 UNITED WAY OF NORTHWEST LOUISIANA UNIT 3186772504 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 BRUCE WILLSON JR PRESIDENT & CEO 3186772504 2020-09-16 1 ANTHONY JUNEAU JR CPA P00237373 3182222222 2020-09-15 65.144.89.203 2020-09-16 10:11:39 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A1B527A67018279CFC2818EF723A1E91B2AE0E65 2019 2021-01-29 14:40:06Z BRUCE WILLSON JR 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 1513656 0 X WWW.UNITEDWAYNWLA.ORG X 1921 LA UNITED WAY OF NORTHWEST LOUISIANA FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY, AND ESSENTIAL NEEDS OF EVERY PERSON IN OUR COMMUNITY. 29 28 17 2542 0 0 1805645 1473478 0 0 4826 4582 24872 35596 1835343 1513656 683271 288105 0 0 663829 784223 0 0 276658 513028 905655 1860128 1977983 -24785 -464327 1894631 1468757 444173 449566 1450458 1019191 UNITED WAY OF NORTHWEST LOUISIANA FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY, AND ESSENTIAL NEEDS OF EVERY PERSON IN OUR COMMUNITY. 0 0 276658 188105 940428 UNITED WAY OF NORTHWEST LOUISIANA PROVIDES THE FOLLOWING SERVICES:A) ANNUAL, CENTRALIZED CAMPAIGN FOR FUNDS FOR THE BENEFIT OF AFFILIATED HEALTH AND WELFARE ORGANIZATIONS IN NORTHWEST LOUISIANA.B) REVIEW OF REQUESTS OF AFFILIATES OR OTHER ORGANIZATIONS SEEKING FUNDING.C) DISTRIBUTION OF FUNDS TO AFFILIATED ORGANIZATIONS ON THE BASIS OF PARTICIPATION AGREEMENTS AND APPROVED BUDGETS. 1142405 100000 354901 OTHER SIGNIFICANT PROGRAMS INCLUDE: DAY OF CARING; DAYS OF SERVICE; FAMILY WIZE; BANK ON NWLA; DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM; VOLUNTEER INCOME TAX ASSISTANCE; MY FREE TAXES; 211; THE SIGHTS AND SOUNDS PROGRAM; RED RIVER PARISH BACK TO SCHOOL BASH; EXIT 318; AND FINANCIAL EMPOWERMENT CENTER 1419063 1 1 0 0 0 1 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 2 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 X 29 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X THE ORGANIZATION 3186772504 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 BRUCE WILLSON JR CEO / CORP SECRETARY 40.00 X X 101210 0 17874 JOHN SCHMIDT BOARD CHAIR 1.50 X X 0 0 0 MERRILL WAUTLET VICE CHAIR RESOURCE DEVELO 1.50 X X 0 0 0 KEVIN MAY VICE CHAIR OPERATIONAL EXC 1.50 X X 0 0 0 GAYLE FLOWERS BOARD CHAIR ELECT 1.50 X 0 0 0 JOHN ADAMS DIRECTOR 1.50 X 0 0 0 SHANEE DIANA BAILEY DIRECTOR 1.50 X 0 0 0 KEITH H CARTER DIRECTOR 1.50 X 0 0 0 LARRY CLARK DIRECTOR 1.50 X 0 0 0 KENNY COX DIRECTOR 1.50 X 0 0 0 RENEE ELLIS DIRECTOR 1.50 X 0 0 0 CHANCELOR RODNEY A ELLIS DIRECTOR 1.50 X 0 0 0 MARK EVANS DIRECTOR 1.50 X 0 0 0 ROBYN FAWLEY DIRECTOR 1.50 X 0 0 0 HARDY FOREMAN EX-OFFICIO 1.50 X 0 0 0 JOHN HAYTER III DIRECTOR 1.50 X 0 0 0 LYNN HIGGINBOTHAM DIRECTOR 1.50 X 0 0 0 WENDY HORTON DIRECTOR 1.50 X 0 0 0 CINDY LESINSKI DIRECTOR 1.50 X 0 0 0 GREG LOTT DIRECTOR 1.50 X 0 0 0 JANE MOLLOY DIRECTOR 1.50 X 0 0 0 DON L OLSON DIRECTOR 1.50 X 0 0 0 MAYOR LEE POSEY DIRECTOR 1.50 X 0 0 0 MIKE SALTER DIRECTOR 1.50 X 0 0 0 JIM SHOCKLEY DIRECTOR 1.50 X 0 0 0 DELTON SMITH DIRECTOR 1.50 X 0 0 0 MARK SNOW DIRECTOR 1.50 X 0 0 0 MATT SYNDER DIRECTOR 1.50 X 0 0 0 C R BUDDY WOOD DIRECTOR 1.50 X 0 0 0 STEFANIE Y'BARBO DIRECTOR 1.50 X 0 0 0 101210 0 17874 1 0 0 0 0 1473478 111075 1473478 4582 4582 14382 0 14382 14382 MISCELLANEOUS 900099 21214 21214 21214 1513656 0 0 40178 288105 288105 110210 70847 23144 16219 530723 313712 112584 104427 34365 20619 7277 6469 57694 34617 12217 10860 51231 30739 10849 9643 91605 31058 29359 31188 71620 55857 1455 14308 16718 5175 3286 8257 93169 55901 19730 17538 33464 23255 4755 5454 22530 22530 6376 3826 1350 1200 14297 217 13972 108 UNITED WAY PROGRAMS 400338 400338 SPECIAL EVENTS 53749 35910 33 17806 PRINTING 24255 12929 1119 10207 EQUIPMENT RENT AND MAIN 21696 13534 2301 5861 55838 22424 16301 17113 1977983 1419063 282262 276658 209218 181563 234424 126960 874738 647103 8523 13173 63038 35776 6723 27262 561005 472696 1894631 1468757 37121 112935 407052 336631 444173 449566 X 1310458 745643 140000 273548 1450458 1019191 1894631 1468757 -464327 33060 0 X X 0 1 X 1 0 X 1791164 1965734 2200365 1805645 1473478 9236386 1791164 1965734 2200365 1805645 1473478 9236386 9236386 4600 4923 4504 4826 4582 23435 45187 53030 24872 35596 158685 9418506 0.98070 0.98500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189154 1 1 1 407052 70421 336631 1 X 259398 37371 10557 2670 283542 281069 -8697 10361 2613 259398 263293 30942 242 10337 2587 281069 254057 607010 22102 601000 10286 8590 263293 270969 -4362 9997 2553 254057 1.00000 1 0 63038 35776 27262 27262 BENEFICIAL INTEREST IN ASSETS OF FOUNDATION 283542 ASSETS HELD AS AGENT 189154 472696 X 1546715 33059 33059 1513656 0 1513656 1977983 0 1977983 0 1977983 PART IV, LINE 1B: UNITED WAY OF NORTHWEST LOUISIANA HOLDS CERTAIN CONTRIBUTIONS MADE DURING THE FALL CAMPAIGN THAT ARE DESIGNATED BY THE DONOR FOR SPECIFIC UNITED WAY AGENCIES AND CASH ACCOUNTS FOR OTHER ENTITIES. PART IV, LINE 2B: PLEASE SEE EXPLANATION FOR LINE 1B. PART V, LINE 4: THE UNITED WAY ESTABLISHED AN ENDOWMENT FUND IN 1998, THE INCOME OF WHICH IS INTENDED INITIALLY TO HELP FUND THE COST OF AN ADDITIONAL STAFF MEMBER AT UNITED WAY, AND TO EVENTUALLY EXPAND INTO AN OVERALL OPERATIONS ENDOWMENT BY FUNDING MOST OR ALL OF THE ANNUAL COST OF ADMINISTERING UNITED WAY. UNITED WAY TRANSFERRED CONTROL OF THIS ENDOWMENT FUND TO THE COMMUNITY FOUNDATION OF SHREVEPORT BOSSIER DURING 1999. UNDER THE TERMS OF THE AGREEMENT, VARIANCE POWER AND LEGAL OWNERSHIP OF THE FUNDS REST WITH THE FOUNDATION WITH UNITED WAY OF NORTHWEST LOUISIANA AS THE BENEFICIARY OF THE RECIPROCAL TRANSFER. PART X, LINE 2: UNITED WAY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC) AS A PUBLIC SOCIETY BENEFIT DESCRIBED IN IRC SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE; HOWEVER, SHOULD UNITED WAY ENGAGE IN ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE, TAXABLE INCOME COULD RESULT. UNITED WAY HAD NO MATERIAL UNRELATED BUSINESS INCOME FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2019. ON JULY 1, 2009, UNITED WAY ADOPTED THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ASC, WHICH CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. AS A RESULT OF THIS ADOPTION, UNITED WAY BELIEVES THERE IS NO IMPACT TO THE FINANCIAL STATEMENTS AND DID NOT RECORD AN ADJUSTMENT TO THE BEGINNING BALANCE OF NET ASSETS ON THE STATEMENT OF FINANCIAL POSITION. UNITED WAY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. 1 DOLLYWOOD FOUNDATION 111 DOLLYWOOD LANE PIGEON FORGE TN 37863 621348105 501(C)3 109188 TO INSPIRE CHILDREN TO ACHEIVE EDUCATIONAL SUCCESS FAMILY RESOURCES FOR EDUCATION & EMPOWERMENT INC 8412 KINGSTON RD SHREVEPORT LA 71108 251855821 501(C)3 5000 SCHOOL OF GREATNESS - MAKING PROUD CHOICES GINGERBREAD HOUSE BOSSIERCADDO CHILDREN'S ADVOCACY CENTER 1700 BUCKNER SQUARE SUITE 101 SHREVEPORT LA 71101 721390471 501(C)3 6000 CHILD ADVOCACY PROGRAM HOPE CONNECTIONS INC PO BOX 37148 SHREVEPORT LA 71133 721476208 501(C)3 5000 COORDINATED ACCESS POINT MARTIN LUTHER KING HEALTH CENTER 865 OLIVE STREET SHREVEPORT LA 71104 721079721 501(C)3 7500 HEART ACCESS TO CARE PROGRAM (HEALTH-EDUCATION-ACCESS-REACH-TREATMENT) NORTHWEST LOUISIANA FOOD BANK 2307 TEXAS AVENUE SHREVEPORT LA 71103 721328890 501(C)3 20000 FOOD PROGRAM FOR HEALTHY COMMUNITY; BACK PROGRAM FOR OUTLYING RURAL PARISH SCHOOLS PROVIDENCE HOUSE 814 COTTON ST SHREVEPORT LA 71101 721205164 501(C)3 7500 PROVIDENCE HOUSE ST JUDES HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)3 12584 TO HELP FIGHT CHILDHOOD CANCER THE FOOD BANK OF CENTRAL LOUISIANA 3223 BALDWIN AVENUE ALEXANDRIA LA 71301 721154072 501(C)3 6000 BACKPACK PROGRAM; KIDS CAFE PROGRAM VOLUNTEERS FOR YOUTH JUSTICE 900 JORDAN STREET SUITE 102 SHREVEPORT LA 71101 721057695 501(C)3 5000 YOUTH PROGRAMS- SCHOOL BASED PROGRAMS ; CASA-WAITING LIST VOLUNTEERS OF AMERICA OF NORTH LOUISIANA 360 JORDAN STREET SHREVEPORT LA 71101 720506820 501(C)3 15000 THE LIGHTHOUSE/COMMUNITIES IN SCHOOLS LSUS LAPREP ONE UNIVERSITY PLACE SHREVEPORT LA 71115 721031108 501(C)3 11283 SUMMER ENRICHMENT PROGRAM CADDO CAREER & TECHNOLOGY CENTER 5950 UNION AVE SHREVEPORT LA 71108 726000224 501(C)3 8487 QUALITY CARE AND TECHNICAL PROGRAMS COMMON GROUND COMMUNITY 4830 LINE AVE 117 SHREVEPORT LA 71106 200747912 501(C)3 6500 FAMILY LITERACY INITIATIVE DOLLARDAYS INTERNATIONAL INC 3033 N 44TH STREET SUITE 330 PHOENIX AZ 85018 383786430 501(C)3 22740 SCHOOL SUPPLIES FOR ANNUAL BACK TO SCHOOL BASH PART I, LINE 2: THE IMPACT COMMITTEES MEET DURING THE APPLICATION PROCESS AND GO THROUGH EACH PROGRAM FOR EACH CHARITY TO DECIDE THE ELIGIBILITY AND AMOUNTS BASED ON A SCORING SYSTEM. EACH APPLICATION MUST EXPLAIN "OUTCOMES" FOR THEIR PROGRAMS FROM THE YEAR BEFORE, NOTING STATISTICS ON HOW THEIR PROGRAMS PERFORMED. ALSO, MEMBERS OF THE IMPACT COMMITTEES DO A SURPRISE VISIT TO EACH PROGRAM DURING THE YEAR. HARDY FOREMAN MINORITY OWNER OF CPA FIRM, CARR RIGGS AND INGRAM LLC 31700 CPA FEES 0 X 6 8522 FAIR MARKET VALUE X OFFICE SPACE 2 72500 FAIR MARKET VALUE X SUPPLIES 86 22787 FAIR MARKET VALUE X FURNITURE AND FIXTURES 2 4066 FAIR MARKET VALUE X ROOM RENTAL- LOCAL MEETINGS 15 2000 FAIR MARKET VALUE X ADVERTISING 1 1200 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED AND REVIEWED BY THE OPERATIONAL EXCELLENCE COMMITTEE AND THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT MUST BE SIGNED ANNUALLY BY BOARD MEMBERS AND STAFF. EACH PERSON IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST SUCH AS FINANCIAL RELATIONSHIP, AGENCY BOARD MEMBER, ETC. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES INCLUDES A REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE KEPT ON FILE IN OUR OFFICE AND ARE AVAILABLE FOR ANYONE TO REVIEW UPON REQUEST. 2C THE FORM 990 IS PRESENTED AND REVIEWED BY THE OPERATIONAL EXCELLENCE COMMITTEE AND THE BOARD.