2019-11-14T08:47:23-06:00 2018-12-31 721396621 CARR RIGGS & INGRAM LLC 1000 E PRESTON AVE STE 200 SHREVEPORT LA 71105 990 2018-01-01 720503930 UNITED WAY OF NORTHWEST LOUISIANA UNIT 3186772504 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 BRUCE WILLSON JR PRESIDENT & CEO 3186772504 2019-11-12 1 ANTHONY JUNEAU JR P00237373 3182222222 2019-11-12 12.106.157.34 2019-11-12 13:35:44 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 21A792D4E6CF27E6EDB77D566B908FE11F6904C0 2018 2020-04-17 16:48:07Z BRUCE WILLSON JR 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 1835343 0 X WWW.UNITEDWAYNWLA.ORG X 1921 LA UNITED WAY OF NORTHWEST LOUISIANA FIGHTS FOR THE EDUCATION, FINANCIAL STABILITY, HEALTH AND ESSENTIAL NEEDS OF EVERY PERSON IN OUR COMMUNITY. 28 25 17 2301 0 0 2187625 1805645 0 0 -3229 4826 47740 24872 2232136 1835343 928338 683271 0 0 670204 663829 0 0 507732 943854 513028 2542396 1860128 -310260 -24785 2033143 1894631 545799 444173 1487344 1450458 UNITED WAY OF NORTHWEST LOUISIANA FIGHTS FOR THE EDUCATION, FINANCIAL STABILITY, HEALTH AND ESSENTIAL NEEDS OF EVERY PERSON IN OUR COMMUNITY. 0 0 508350 508350 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. 589715 174921 414794 OTHER SIGNIFICANT PROGRAMS INCLUDE: STRATEGIC VOLUNTEER ENGAGEMENT; 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 IMPROVEMENT CENTER 1098065 1 1 0 0 0 1 0 0 0 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 0 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 X 28 25 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 100370 0 12962 DR JEROME COX IMMEDIATE PAST CHAIR 1.50 X X 0 0 0 JOHN SCHMIDT VICE CHAIRMAN/CHAIR ELECT 1.50 X X 0 0 0 MERRILL WAUTLET CHAIRMAN 1.50 X X 0 0 0 HARDY FOREMAN EX-OFFICIO 1.50 X X 0 0 0 MERRITT B CHASTAIN DIRECTOR 1.50 X 0 0 0 LARRY CLARK DIRECTOR 1.50 X 0 0 0 REP KENNY COX DIRECTOR 1.50 X 0 0 0 RENEE' ELLIS DIRECTOR 1.50 X 0 0 0 GAYLE FLOWERS DIRECTOR 1.50 X 0 0 0 LYNN HIGGINBOTHAM DIRECTOR 1.50 X 0 0 0 JOE KANE VICE CHAIR COMMUNITY IMPACT 1.50 X 0 0 0 KEVIN MAY VICE CHAIR OPERATIONAL EXCELLENCE 1.50 X 0 0 0 JANE ANN MOLLOY DIRECTOR 1.50 X 0 0 0 JIM SHOCKLEY VICE CHAIR RESOURCE DEVELOPMENT 1.50 X 0 0 0 MARK SNOW DIRECTOR 1.50 X 0 0 0 PEGGY RAMEY DIRECTOR 1.50 X 0 0 0 CR BUDDY WOOD DIRECTOR 1.50 X 0 0 0 MATT SNYDER DIRECTOR 1.50 X 0 0 0 KAMESHA WEST DIRECTOR 1.50 X 0 0 0 STEPHANIE Y'BARBO DIRECTOR 1.50 X 0 0 0 JOHN ADAMS DIRECTOR 1.50 X 0 0 0 DELTON SMITH DIRECTOR 1.50 X 0 0 0 WENDY HORTON 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 JOHN HAYTER III DIRECTOR 1.50 X 0 0 0 MIKE SALTER DIRECTOR 1.50 X 0 0 0 100370 0 12962 1 0 0 0 0 1805645 137185 1805645 4826 4826 12282 0 12282 12282 MISCELLANEOUS 900099 12590 12590 12590 1835343 0 0 29698 683271 683271 100370 35676 24699 39995 445377 168070 48067 229240 29290 10935 3905 14450 45127 16847 6017 22263 43665 16302 5822 21541 64562 64562 4733 2934 269 1530 59411 34919 566 23926 15856 8706 4355 2795 117332 43804 15644 57884 30001 10371 8492 11138 29214 29214 4055 1514 541 2000 13299 10905 2394 PRINTING 41512 19773 880 20859 SPECIAL EVENTS 36304 15534 20770 EQUIPMENT RENTAL AND MA 27077 7777 5434 13866 OTHER EXPENSES 21555 13053 8502 48117 21632 11906 14579 1860128 1098065 254331 507732 394074 209218 233691 234424 843144 874738 7225 8523 44671 37948 10779 6723 544230 561005 2033143 1894631 31213 37121 514586 407052 545799 444173 X 1487344 1310458 140000 1487344 1450458 2033143 1894631 -24785 -12100 0 X X 0 1 X 1 0 X 2234048 1791164 1965734 2200365 1805645 9996956 2234048 1791164 1965734 2200365 1805645 9996956 9996956 4206 4600 4923 4504 4826 23059 5928 45187 53030 24872 129017 10149032 0.98500 0.98740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 225185 191121 301607 1 1 1 514586 107534 407052 1 X 281069 -8697 10361 2613 259398 263293 30942 242 10337 2587 281069 254057 607010 22102 601000 10286 8590 263293 270969 -4362 9997 2553 254057 263197 1000 18896 9662 2462 270969 1.00000 1 0 44671 37948 6723 6723 BENEFICIAL INTEREST IN ASSETS OF FOUNDATION 259398 ASSETS HELD AS AGENT 301607 561005 X 1823243 -12100 -12100 1835343 0 1835343 1860129 0 1860129 0 1860129 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, 2018. 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. 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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 26600 CPA FEES 0 X 2 1471 FAIR MARKET VALUE X OFFICE SPACE 2 110000 FAIR MARKET VALUE X SUPPLIES 71 20664 FAIR MARKET VALUE X ADVERTISING 3 3200 FAIR MARKET VALUE X ROOM RENTAL- LOCAL MEETINGS 11 1850 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OPERATIONAL EXCELLENCE COMMITTEE OVERSEAS THE AUDIT AND SELECTS THE AUDIT FIRM.