2016-11-09T08:54:25-06:00 2015-12-31 721396621 CARR RIGGS & INGRAM LLC 650 OLIVE STREET SHREVEPORT LA 71104 990 2015-01-01 720503930 UNITED WAY OF NORTHWEST LOUISIANA UNIT 3186772504 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 BRUCE WILLSON JR PRESIDENT & CEO 3186772504 2016-11-06 1 DAVID OLIVER P00161211 3182222222 2016-11-02 2015 2017-02-10 21:41:12Z BRUCE WILLSON JR 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 1840951 0 X WWW.UNITEDWAYNWLA.ORG X 1923 LA UNITED WAY FIGHTS FOR THE EDUCATION, HEALTH AND FINANCIAL STABILITY FOR ALL CITIZENS LIVING IN NORTHWEST LOUISIANA, WHILE MAINTAINING ESSENTIAL NEED PROGRAMS TO THOSE WHO ARE STRUGGLING OR IN CRISIS IN OUR COMMUNITY. 27 26 14 4000 0 0 2249175 1791164 0 0 -4487 4600 5928 45187 2250616 1840951 255267 802844 0 0 491116 570934 0 0 401342 560145 554014 1306528 1927792 944088 -86841 3178348 2914166 1232620 1063987 1945728 1850179 UNITED WAY FIGHTS FOR THE EDUCATION, HEALTH AND FINANCIAL STABILITY FOR ALL CITIZENS LIVING IN NORTHWEST LOUISIANA, WHILE MAINTAINING ESSENTIAL NEED PROGRAMS TO THOSE WHO ARE STRUGGLING OR IN CRISIS IN OUR COMMUNITY. 0 0 802844 802844 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. 266500 OTHER SIGNIFICANT PROGRAMS INCLUDE: THE VOLUNTEER CENTER OF NORTHWEST LOUISIANA; DAYS OF SERVICE; FAMILY WIZE; BANK ON NWLA; DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM; VOLUNTEER INCOME TAX ASSISTANCE; INDIVIDUAL VOLUNTEER AND AGENCY MATCHING; RECRUIT, TRAIN, RETAIN, AND ACKNOWLEDGMENT OF VOLUNTEERS. 1069344 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 0 1 0 0 0 0 0 0 0 0 1 0 0 14 1 0 0 0 0 0 0 0 0 0 0 X 27 26 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 / PRESIDENT 40.00 X X 86623 0 24257 WILLIAM BRADFORD CHAIRMAN 1.25 X X 0 0 0 DELLA COPP VICE CHAIR/VICE CHAIR MARKETING 1.25 X X 0 0 0 JOHN SCHMIDT VICE CHAIR FINANCES 1.25 X X 0 0 0 DARLENE ROSSUM VICE CHAIR COMMUNITY IMPAC 1.25 X X 0 0 0 DON OLSON VICE-CHAIR RESOURCE DEV/IMMEDIATE PAST CHAIR 1.25 X X 0 0 0 JACK ANDRES DIRECTOR 1.25 X 0 0 0 MERRITT B CHASTAIN DIRECTOR 1.25 X 0 0 0 DR STEPHEN COX DIRECTOR 1.25 X 0 0 0 DR JEROME COX DIRECTOR 1.25 X 0 0 0 CHASE CRUMP DIRECTOR 1.25 X 0 0 0 KIM ETLAND DIRECTOR 1.25 X 0 0 0 PATTON FRITZE DIRECTOR 1.25 X 0 0 0 JIM HENDERSON DIRECTOR 1.25 X 0 0 0 LISA JOHNSON DIRECTOR 1.25 X 0 0 0 JOE KANE DIRECTOR 1.25 X 0 0 0 STEVE KIRALY DIRECTOR 1.25 X 0 0 0 JUDY MADISON DIRECTOR 1.25 X 0 0 0 IAN MCELROY DIRECTOR 1.25 X 0 0 0 JANE ANN MOLLOY DIRECTOR 1.25 X 0 0 0 MIKE MOSURA DIRECTOR 1.25 X 0 0 0 PEGGY RAMEY DIRECTOR 1.25 X 0 0 0 PAUL PRATT DIRECTOR 1.25 X 0 0 0 ALICE SAMPLE DIRECTOR 1.25 X 0 0 0 JANICE SNEED DIRECTOR 1.25 X 0 0 0 STEPHANIE Y'BARBO DIRECTOR 1.25 X 0 0 0 PETE ZANMILLER DIRECTOR 1.25 X 0 0 0 86623 0 24257 0 0 0 0 0 1791164 224370 1791164 4600 4600 MISCELLANEOUS 900099 45187 45187 45187 1840951 0 0 49787 802844 802844 86623 12993 60637 12993 372670 118509 85541 168620 17397 3717 10696 2984 54828 4550 35178 15100 39416 11710 13713 13993 87388 10973 65442 10973 128052 7190 61659 59203 17035 3747 8792 4496 47621 14286 26192 7143 7707 1180 975 5552 34012 34012 6418 6418 14926 764 14162 OTHER EXPENSES 95592 25077 45438 25077 PRINTING 48516 4583 6395 37538 EQUIPMENT RENTAL AND MA 25393 7511 8727 9155 SPECIAL EVENTS 23731 23731 17623 5698 7141 4784 1927792 1069344 457106 401342 658552 761352 209500 146500 936187 831569 4685 7122 115987 85975 31770 30012 1337654 1137611 3178348 2914166 16974 21149 1215646 1042838 1232620 1063987 X -27840 888206 1973568 961973 1945728 1850179 3178348 2914166 -86841 -8708 0 X 0 1 X 1 0 X 3013426 2358269 2308559 2234048 1791164 11705466 3013426 2358269 2308559 2234048 1791164 11705466 11705466 -713 24968 5093 4206 4600 38154 11705 55800 6251 5928 45187 124871 11868491 0.98630 0.98860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 96309 365761 353619 1 1 1 1215646 172808 1042838 1 X 270969 0 -4362 9997 2553 254057 263197 1000 18896 9662 2462 270969 247062 27757 9248 2374 263197 233465 1000 23233 8544 2092 247062 236899 1000 6111 8610 1935 233465 1.00000 1 0 115987 85975 30012 30012 BENEFICIAL INTEREST IN ASSETS OF FOUNDATION 254278 ASSETS HELD AS AGENT 871617 OTHER ASSETS 11716 1137611 X 1832243 -8708 -8708 1840951 0 1840951 1927792 0 1927792 0 1927792 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. IN ADDITION, UNITED WAY CONDUCTS THE AREA'S ANNUAL COMBINED FEDERAL CAMPAIGN, WHICH IS THE CHARITABLE FUNDRAISING PROGRAM OF EMPLOYEES IN THE FEDERAL WORKPLACE. PLEDGES RAISED THROUGH THIS CAMPAIGN ARE ALSO DESIGNATED BY DONOR. ACCORDINGLY, AS UNITED WAY HAS NO DISCRETIONARY AUTHORITY OVER THESE DESIGNATED PLEDGES, SUCH AMOUNTS ARE HELD IN AN AGENCY RELATIONSHIP BY UNITED WAY, AND ACCOUNTED FOR AS OFFSETTING ASSETS AND LIABILITIES UNTIL DISBURSED TO THE SPECIFIED BENEFICIARIES. 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, 2015. 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 2012. 1 AMERICAN RED CROSS 805 BROOK HOLLOW SHREVEPORT LA 71105 530196605 501 C3 24183 SINGLE FAMILY DISASTER PROGRAM; DONOR DIRECTED FUNDS THE ARC OF CADDO-BOSSIER 351 JORDAN STREET SHREVEPORT LA 71101 720482891 501 C3 16099 SCHOOL READINESS FOR ALL; DONOR DIRECTED FUNDS CADDO COUNCIL ON AGING 1700 BUCKER STREET STE 240 SHREVEPORT LA 71101 720715821 501 C3 21158 HOME DELIVERED MEALS (MEALS ON WHEELS); DONOR DIRECTED FUNDS CAREER COMPASS OF LOUISIANA 17425 JEFFERSON HIGHWAY STE G BATON ROUGE LA 70817 204511965 501 C3 10000 CAREER COMPASS 2015-16 SCHOOL YEAR, BOSSIER AND CADDO PARISH SCHOOL SYSTEM CATHOLIC CHARITIES OF SHREVEPORT 1244 PRAGUE STREET SHREVEPORT LA 71101 530196617 501 C3 23751 FAMILY STRENGTHENING - FINANCIAL EDUCATION WITH EMERGENCY ASSISTANCE; HEALTHY EATING ON A BUDGET INITIATIVE; DONOR DIRECTED FUNDS THE CENTER FOR FAMILIES 864 OLIVE STREET SHREVEPORT LA 71104 720443101 501 C3 11134 GENERAL COUNSELING PROGRAM; DONOR DIRECTED FUNDS COHABITAT FOUNDATION INC 500 CLYDE FANT PARKWAY STE 200 SHREVEPORT LA 71101 271566437 501 C3 22820 THE LOUISIANA STARTUP PRIZE AND BREAKING LEAN DRESS FOR SUCCESS SHREVEPORT-BOSSIER 520 OLIVE STREET SHREVEPORT LA 71104 870718643 501 C3 18650 DRESS FOR SUCCESS SHREVEPORT-BOSSIER FOOD BANK OF CENTRAL LOUISIANA 3223 BALDWIN ALEXANDRIA LA 71301 721154072 501 C3 6000 KIDS CAFE' - NATCHITOCHES GINGERBREAD HOUSE 1700 BUCKER STREET STE 101 SHREVEPORT LA 71101 721390471 501 C3 15961 CHILD ADVOCACY PROGRAM; DONOR DIRECTED FUNDS GOODWILL INDUSTRIES OF NORTH LOUISIANA 800 WEST 70TH STREET SHREVEPORT LA 71106 720460816 501 C3 63869 JOB PLACEMENT PROGRAMS; YOUTH EMPLOYMENT SERVICES; DONOR DIRECTED FUNDS HEART OF HOPE MINISTRIES INC 10420 HEART OF HOPE WAY KEITHVILLE LA 71047 412187038 501 C3 5000 HEART OF HOPE SCHOOL; DONOR DIRECTED FUNDS HOLY ANGELS RESIDENTIAL FACILITY 10450 ELLERBE ROAD SHREVEPORT LA 71106 720628035 501 C3 26734 HOLY ANGELS RESIDENTIAL FACILITY'S ANGELWORKS DAY PROGRAM INNER CITY ENTREPRENEUR INSTITUTE 820 JORDAN STREET STE 315 SHREVEPORT LA 71101 721418314 501 C3 5000 BIZCAMP JUNIOR ACHIEVEMENT OF NORTH LOUISIANA INC 3825 GILBERT DRIVE SHREVEPORT LA 71104 720595081 501 C3 10070 JUNIOR ACHIEVEMENT PROGRAMS - JA GLOBAL MARKETPLACE (6TH) JA PERSONAL FINANCE (HIGH) LOUISIANA ASSOCIATION ON COMPULSIVE GAMBLING 324 TEXAS STREET SHREVEPORT LA 71101 721289308 501 C3 11400 SUBSTANCE ABUSE HELPLINE AND SUICIDE PREVENTION HELPLINE LSU IN SHREVEPORT FOUNDATION 920 PIERREMONT STE 500 SHREVEPORT LA 71106 721031108 501 C3 34689 LAPREP MATHEMATICS PROGRAM; DONOR DIRECTED FUNDS MARTIN LUTHER KING HEALTH CENTER 865 OLIVE STREET SHREVEPORT LA 71101 721079721 501 C3 29198 PARTNERS IN HEALTH ACCESS EXCELLENCE (PHAE); DONOR DIRECTED FUNDS MUSCULAR DYSTROPHY ASSOCIATION 900 PIERREMONT ROAD STE 115 SHREVEPORT LA 71106 131665552 501 C3 5059 DURABLE MEDICAL EQUIPMENT PROGRAM; DONOR DIRECTED FUNDS NORTHWEST LOUISIANA FOOD BANK 2307 TEXAS AVENUE SHREVEPORT LA 71103 721328890 501 C3 13540 FUNDS FOR THE BACKPACK PROGRAM; DONOR DIRECTED FUNDS NORTHWEST LOUISIANA INTERFAITH PHARMACY 909 OLIVE STREET SHREVEPORT LA 71101 721479289 501 C3 5309 CHRONIC DISEASE MANAGEMENT FOR THE UNINSURED; DONOR DIRECTED FUNDS NORWELA COUNCIL BOY SCOUTS OF AMERICA 3508 BEVERLY PLACE SHREVEPORT LA 71104 720423629 501 C3 30461 BOY SCOUTS OF AMERICA; DONOR DIRECTED FUNDS PLANT A SEED IN OUR YOUTH FOUNDATION 832 MARTHA LANE SHREVEPORT LA 71104 721496381 501 C3 20000 PASYF YOUTH SERVICES; DONOR DIRECTED FUNDS PROVIDENCE HOUSE 814 COTTON STREET SHREVEPORT LA 71101 721205164 501 C3 42134 SHELTER AND A COMPREHENSIVE PROGRAM FOR HOMELESS FAMILIES; DONOR DIRECTED FUNDS RENESTING PROJECT INC 1303 DRIFTWOOD DRIVE BOSSIER CITY LA 71111 453958008 501 C3 22800 RENESTING PROJECT; DONOR DIRECTED FUNDS SADIES ARMS INC 4466 FAIRWAY DRIVE SHREVEPORT LA 71109 680658266 501 C3 8400 SADIES ARMS TAX PROGRAM SALVATION ARMY SHREVEPORT CORPS PO BOX 1158 SHREVEPORT LA 71163 580660607 501 C3 40826 MERKLE CENTER OF HOPE SHELTER; PROJECT LEARN PROGRAM; DONOR DIRECTED FUNDS SAMARITAN COUNCELING CENTER 1525 STEPHENS STREET SHREVEPORT LA 71101 721014069 501 C3 6126 HEART FOR HEROES; DONOR DIRECTED FUNDS SHREVEPORT-BOSSIER CINCO DE MAYO INC PO BOX 5042 BOSSIER CITY LA 71171 721486076 501 C3 5000 LA CIMA BILLINGUAL LEADERSHIP SHREVEPORT BOSSIER RESCUE MISSION 901 MCNEIL STREET SHREVEPORT LA 71101 237050551 501 C3 17939 HEALTHY HOMELESS COALITION; DONOR DIRECTED FUNDS ST LUKE'S EPISCOPAL MOBILE MEDICAL MINISTRY INC PO BOX 53074 SHREVEPORT LA 71135 453786377 501 C3 5000 ADDRESSING CHRONIC DISEASE THROU ACCESS TO HEALTHCARE AND HEALTHY FOODS VIA MOBILE VANS; DONOR DIRECTED FUNDS UNITED CHRISTIAN HOME INC 104 FULLER STREET MINDEN LA 71055 581998548 501 C3 5208 MINDEN HOMELESS SHELTER; DONOR DIRECTED FUNDS VOLUNTEERS FOR YOUTH JUSTICE 900 JORDAN STREET STE 102 SHREVEPORT LA 71101 721057695 501 C3 31291 YOUTH PROGRAMS - CONFLICT RESOLUTION; CASA(COURT APPOINTED SPECIAL ADVOCATE)-VOLUNTEER RECRUITMENT; DONOR DIRECTED FUNDS VOLUNTEERS OF AMERICA OF NORTH LOUISIANA 360 JORDAN STREET SHREVEPORT LA 71101 720506820 501 C3 34226 THE LIGHTHOUSE AND COMMUNITIES INC SCHOOLS; DIRECTED PROGRAM; DONOR DIRECTED FUNDS YOUTH ENRICHMENT PROGRAM (YEP) 4700 LINE AVENUE STE 207 SHREVEPORT LA 71106 581727972 501 C3 6600 YOUTH ENRICHMENT PROGRAM PLUS (YEP PLUS); DONOR DIRECTED FUNDS YOUTH OUTREACH SERVICES 1068 DALZELL STREET SHREVEPORT LA 71104 043717195 501 C3 14250 JEWELL HOUSE AND OUTREACH SERVICES; DONOR DIRECTED FUNDS YWCA OF NORTHWEST LOUISIANA 1513 LINE AVENUE STE 326 SHREVEPORT LA 71101 720423896 501 C3 5000 POSTIVE PARENTING PROGRAM AND FINANCIAL EMPOWERMENT PROGRAM; DONOR DIRECTED FUNDS 37 0 PART I, LINE 2: THE IMPACT COUNCIL MEETS DURING THE APPLICATION PROCESS AND GOES 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 COUNCIL DO A SURPRISE VISIT TO EACH PROGRAM DURING THE YEAR. X OFFICE SPACE 2 110000 FAIR MARKET VALUE X ADVERTISING 1 90138 FAIR MARKET VALUE X SUPPLIES 51 14232 FAIR MARKET VALUE X OFFICE FURNITURE/EQUIPMENT 2 8500 FAIR MARKET VALUE X BROCHURES 1 1500 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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.