2016-11-15T12:01:25-06:00 2016-06-30 721389444 LITTLE & ASSOCIATES 805 N 31ST ST MONROE LA 71201 990 2015-07-01 720498515 UNITED WAY OF NORTHEAST LOUISIANA INC UNIT 3183253869 1201 HUDSON LANE MONROE LA 71201 JANET S DURDEN PRESIDENT 3183253869 2016-11-15 true WALTER J ERNST III CPA P00029742 3183619600 2016-11-15 2015 2017-02-10 21:41:12Z JANET S DURDEN 1201 HUDSON LANE MONROE LA 71201 4967021 false X WWW.UNITEDWAYNELA.ORG X 1956 LA TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITITATIVES. 37 37 46 1299 0 3856196 4884883 0 9720 8586 160 185 3866076 4893654 2562453 2884623 0 1021388 1189849 0 399110 455137 469212 4038978 4543684 -172902 349970 3318118 3589784 2349835 2271531 968283 1318253 X TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITITATIVES. false false 2049319 2049319 AGENCY SERVICES - THE PURPOSE OF UNITED WAY OF NORTHEAST LOUISIANA IS HELPING PEOPLE AND IMPROVING COMMUNITY. UNITED WAY HELPS PEOPLE BY SUPPORTING NUMEROUS AGENCY PROGRAMS THAT EFFECTIVELY WORK TOGETHER TO ACHIEVE COMMUNITY GOALS AND INITITATIVES. 834746 834746 DONOR DESIGNATIONS - DISTRIBUTION OF GIFTS DESIGNATED BY DONORS TO OTHER 501(C)(3) AGENCIES. OTHER AGENCY PAYMENTS ARE MADE AT THE DIRECTION OF THE DONOR. 548867 558 UNITED WAY 2-1-1 - PROVIDES EASY ACCESS TO CRITICAL INFORMATION AND REFERRAL SERVICES FOR PEOPLE IN CRISIS OR NEEDING ASSISTANCE AND FOR THOSE WHO WOULD LIKE TO VOLUNTEER TO HELP. LAUW 2-1-1 - PROVIDES EASY ACCESS IN THE BATON ROUGE AREA TO CRITICAL INFORMATION AND REFERRAL SERVICES FOR PEOPLE IN CRISIS OR NEED ASSISTANCE AND FOR THOSE WHO WOULD LIKE TO VOLUNTEER TO HELP. 379895 COMMUNITY IMPACT - IS WORKING TO CREATE LASTING CHANGES BY FOCUSING ON EDUCATION, INCOME, HEALTH, AND BASIC AND/OR EMERGENCY NEEDS. EDUCATION - THE FOCUS OF UNITED WAY IS HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL. OUR TARGET ISSUE IS TO INCREASE GRADUATION RATES BY FOCUSING ON READING AT GRADE LEVEL BY THE THIRD GRADE. DURING THE 2015 - 2016 SCHOOL YEAR, THE VOLUNTEER READING INITITATIVE OF THE UNITED WAY OF NORTHEAST LOUISIANA, READ.LEARN.SUCCEED, 416 COMMUNITY VOLUNTEERS READ WITH 218 STUDENTS IN THE 2ND AND 3RD GRADE IN 14 SCHOOLS IN OUR COMMUNITY FOR 2,258 READING HOURS, WHICH RESULTED IN AN INCREASE IN READING LEVELS OF 93% FOR MONROE CITY, OUACHITA PARISH, AND LINCOLN PARISH SCHOOLS. INCOME - THE FOCUS OF UNITED WAY IS ON HELPING HARDWORKING INDIVIDUALS AND FAMILIES BECOME MORE FINANCIALLY STABLE. OUR TARGET ISSUES ARE INCREASING INCOME, BUILDING SAVINGS, AND GAINING AND SUSTAINING ASSETS BY FOCUSING ON FINANCIAL EDUCATION FOR HIGH SCHOOL STUDENTS. DURING THE 2015 - 2016 SCHOOL YEAR, 1,659 HIGH SCHOOL STUDENTS ATTENDED THE DOLLARS AND ENSE REALITY FAIR ON FINANCIAL STABILITIY FOR 23 HIGH SCHOOLS THROUGHOUT THE COMMUNITY. THERE WERE 363 COMMUNITY VOLUNTEERS WHO PARTICIPATED IN THE PROGRAM. HEALTH - THE FOCUS OF UNITED WAY OF NORTHEAST LOUISIANA IS ON IMPROVING THE HEALTH OF THE COMMUNITY. OUR TARGET ISSUES ARE INCREASING ACCESS TO CARE AND PREVENTATIVE HEALTH, AND NUTRITIONAL SERVICES FOR INDIVIDUALS AND FAMILIES. UNITED WAY HEALTH INITIATIVES TARGET WELLNESS, NUTRITION, AND PHYSICAL ACTIVITY. BASIC AND/OR EMERGENCY NEEDS - ALTHOUGH COMMITTED TO MAKING LASTING CHANGES IN THE COMMUNITY, THE AGENCY IS FIRMLY COMMITTED TO SUPPORTING A FOUNDATION OF SERVICES THAT RESPONDS TO BASIC AND/OR EMERGENCY NEEDS SUCH AS FOOD, SHELTER, MEDICINE, AND DIASTER RELIEF. COMMUNITY INVESTMENT - VOLUNTEERS OF UNITED WAY WORK WITH THE PARTNER AGENCIES TO ENSURE THAT UNITED WAY DOLLARS ARE INVESTED TO PRODUCE THE MOST EFFECTIVE RESULTS. THEY MAKE SITE VISITS, GATHER INFORMATION, AND EVALUATE AGENCY PROGRAMS. VOLUNTEERS MAKE RECOMMENDATIONS ON AGENCY FUNDING. 379895 3812827 true true false false false false false false false false true false false false false false true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 4 0 46 true false false false false false false false false false false false false false X 37 37 true false false false true true true true true false true true true true true true true true true true false X X JANET S DURDEN 3183253869 1201 HUDSON LANE MONROE LA 71201 CINDY GORDON DIRECTOR X 0 0 0 LAKEISHA BOSWORTH DIRECTOR X 0 0 0 KATRINA JACKSON DIRECTOR X 0 0 0 DON COKER DIRECTOR X 0 0 0 L J HOLLAND DIRECTOR X 0 0 0 KELLY J SHAMBRO PAST CHAIR X X 0 0 0 ERNEST FINCH DIRECTOR X 0 0 0 RON BERRY CHAIR X X 0 0 0 JEFF GLOVER DIRECTOR X 0 0 0 KATHY LENARD DIRECTOR X 0 0 0 ELAINE E COLEMAN DIRECTOR X 0 0 0 REGINA WOOD DIRECTOR X 0 0 0 BILLY MCCONNELL DIRECTOR X 0 0 0 WILLIAM HADDAD DIRECTOR X 0 0 0 MAXINE MOREAU DIRECTOR X 0 0 0 MATT ROBERTS DIRECTOR X 0 0 0 AMY PRICE SAWYER DIRECTOR X 0 0 0 EVE VAN SICKLE SECRETARY X X 0 0 0 QUENTIN D HOLMES SR DIRECTOR X 0 0 0 RENEE RICHARD DIRECTOR X 0 0 0 ROBERT WEBBER DIRECTOR X 0 0 0 CHRIS STEGALL DIRECTOR X 0 0 0 MICHAEL RYAN DIRECTOR X 0 0 0 DEBBIE BLUE DIRECTOR X 0 0 0 SHELIA SNOW DIRECTOR X 0 0 0 RON BARRON CHAIR ELECT X X 0 0 0 KATHY SPURLOCK DIRECTOR X 0 0 0 BLAKE WHEELIS DIRECTOR X 0 0 0 WILLIAM E CHEEK DIRECTOR X 0 0 0 SUSAN HARWOOD TREASURER X X 0 0 0 CLAY G HIPP III DIRECTOR X 0 0 0 RICHARD DAVIS DIRECTOR X 0 0 0 DONNIE BYARS DIRECTOR X 0 0 0 LYNN DANIEL DIRECTOR X 0 0 0 LES GUICE DIRECTOR X 0 0 0 LESTER JOHNSON DIRECTOR X 0 0 0 BRENT VIDRINE DIRECTOR X 0 0 0 JANET S DURDEN PRESIDENT 40.00 X 108037 0 21364 LINDA FREEMAN VP FINANCE 40.00 X 62120 0 16697 170157 38061 1 false false false 14572 4870311 73367 4884883 8461 8461 185 185 73492 73367 125 125 125 4893654 8771 2884065 2884065 558 558 208218 58230 130577 19411 689868 468386 39955 181527 46812 24017 11900 10895 169988 92745 37233 40010 74963 44396 14088 16479 51029 8955 28093 13981 43706 11076 2742 29888 83308 44483 15615 23210 51888 27718 10325 13845 13091 3384 1870 7837 26970 12357 10715 3898 40381 20998 10499 8884 45767 25240 11063 9464 2686 2686 COMMUNITY IMPACT 56568 56568 DUES & SUBSCRIPTIONS 30843 28452 1714 677 LEADERSHIP GIVING RECOG 10610 10610 AWARDS & RECOGNITION 7255 1121 604 5530 5110 78 2068 2964 4543684 3812827 331747 399110 250 250 330507 1092520 1646319 1768361 211517 322470 8239 7602 1124717 726136 412316 398581 708970 3318118 3589784 65275 89266 2213914 2167569 70646 14696 2349835 2271531 X -598943 -504860 1567226 1823113 968283 1318253 3318118 3589784 349970 X false true X true false X 3519808 3668152 3668662 3856197 4884883 19597702 3519808 3668152 3668662 3856197 4884883 19597702 869069 18728633 10933 9652 9298 8524 8646 47053 19644755 2682 0.95340 0.94470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 100000 500000 284722 215278 79510 66782 12728 445207 374632 70575 398581 4110018 51110 51110 4058908 834746 834746 4893654 3760048 51110 51110 3708938 834746 834746 4543684 SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS 834,746 SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 834,746 false AMERICAN RED CROSS 414 BREARD ST MONROE LA 71201 720501457 501C3 122580 TO SUPPORT AGENCY ARCO 901 NORTH 4TH ST MONROE LA 71201 720568009 501C3 202336 TO SUPPORT AGENCY BOY SCOUTS LOUISIANA PURCHASE 2405 OLIVER RD MONROE LA 71201 720423632 501C3 97297 TO SUPPORT AGENCY BOYS & GIRLS CLUB OF NORTHEAST P O BOX 1769 WEST MONROE LA 71294 720550496 501C3 118197 TO SUPPORT AGENCY BOYS & GIRLS CLUB OF NORTH CENTRAL P O BOX 1844 RUSTON LA 71273 721375839 501C3 137216 TO SUPPORT AGENCY CHILDREN'S COALITION FOR NORTHEAST 1363 LOUISVILLE AVE MONROE LA 71201 721502186 501C3 57923 TO SUPPORT AGENCY DART 108 WEST ALABAMA RUSTON LA 71270 721273159 501C3 61960 TO SUPPORT AGENCY FOOD BANK OF NORTHEAST LOUISIANA P O BOX 5048 MONROE LA 71211 721333809 501C3 155229 TO SUPPORT AGENCY GIRLS SCOUTS OF LOUISIANA - PINES T 102 ARKANSAS AVE MONROE LA 71201 720488660 501C3 28015 TO SUPPORT AGENCY LINCOLN COUNCIL ON AGING P O BOX 1058 RUSTON LA 71273 720749959 501C3 30056 TO SUPPORT AGENCY LA UNITED METHODIST CHILDRENS HOME 904 DEVILLE LANE RUSTON LA 71270 720435081 501C3 40777 TO SUPPORT AGENCY MED-CAMPS OF LOUISIANA INC 102 THOMAS RD SUITE 615 WEST MONROE LA 71294 721320517 501C3 69914 TO SUPPORT AGENCY MONROE CITY SCHOOL BOARD 2008 TOWER DR MONROE LA 71201 726011796 GOV 25930 EDUCATION NORTHEAST LOUISIANA SICKLE CELL P O BOX 1165 MONROE LA 71210 720911627 501C3 35565 TO SUPPORT AGENCY OPPORTUNITIES INDUSTRIAL CENTER OF P O BOX 4255 MONROE LA 71211 720801911 501C3 34628 TO SUPPORT AGENCY OUACHITA COUNCIL ON AGING P O BOX 7418 MONROE LA 71211 720650389 501C3 163622 TO SUPPORT AGENCY OUR HOUSE INC P O BOX 7496 MONROE LA 71211 721165751 501C3 60189 TO SUPPORT AGENCY RAYS OF SONSHINE P O BOX 7299 MONROE LA 71211 721455295 501C3 29356 TO SUPPORT AGENCY SALVATION ARMY 105 HART ST MONROE LA 71201 630288866 501C3 117456 TO SUPPORT AGENCY ST JUDE CHILDREN'S RESEARCH 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501C3 28752 TO SUPPORT AGENCY ST VINCENT DE PAUL COMMUNITY 502 GRAMMONT ST MONROE LA 71201 900014479 501C3 56565 TO SUPPORT AGENCY THE HEALTH HUT 2406 KAVANAUGH RD SUITE D RUSTON LA 71270 273764078 501C3 7500 TO SUPPORT AGENCY THE WELLSPRING ALLIANCE FOR 1515 JACKSON ST MONROE LA 71202 720442226 501C3 284371 TO SUPPORT AGENCY ULM FOUNDATION 3601 DESIARD ST MONROE LA 71209 726028527 501C3 8024 TO SUPPORT AGENCY UNION PARISH COUNCIL ON AGING 606 E BOUNDARY ST FARMERVILLE LA 71241 720651270 501C3 30839 TO SUPPORT AGENCY WEST OUACHITA SENIOR CENTER 1800 NORTH 7TH ST WEST MONROE LA 71291 720992952 501C3 125966 TO SUPPORT AGENCY YMCA OF NORTHEAST LOUISIANA 1505 STUBBS AVE MONROE LA 71201 720464886 501C3 43521 TO SUPPORT AGENCY GLOBAL MISSIONS PROJECT 2090 BAKER RD SUITE 304-186 KENNESAW GA 30144 931332432 501C3 10175 TO SUPPORT AGENCY 28 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY'S COMMUNITY INVESTMENT OPERATION EVALUATORS IS A TEAM OF VOLUNTEERS WITH ACCOUNTING/FINANCE BACKGROUNDS WHO REVIEW EACH AGENCY. THE EVALUATORS MAKE VISITS TO THE AGENCIES. THEY REVIEW FINANCIAL STATEMENTS, BOARD DIRECTORS MINUTES, CANCELLED CHECKS, BANK ACCOUNTS, PAYROLL TAX DEPOSIT CONFIRMATIONS, 941 FORMS, STATE UNEMPLOYMENT TAX RETURNS, AND STATE WITHHOLDING INCOME TAX RETURNS. THE COMMUNITY INVESTMENT COMMITTEE REVIEW PROGRAM AND OUTCOME MANAGEMENT INFORMATION AND ANY COLLABORATIVE EFFORTS BETWEEN THE AGENCY'S PROGRAM AND THE OTHER ORGANIZATIONS WHICH ASSIST THE AGENCY IN ACHIEVING ITS PROGRAM OUTCOMES. X 8 73367 FAIR MARKET VALUE false true false FORM 990, PAGE 2, PART III, LINE 4D COMMUNITY IMPACT - IS WORKING TO CREATE LASTING CHANGES BY FOCUSING ON EDUCATION, INCOME, HEALTH, AND BASIC AND/OR EMERGENCY NEEDS. EDUCATION - THE FOCUS OF UNITED WAY IS HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL. OUR TARGET ISSUE IS TO INCREASE GRADUATION RATES BY FOCUSING ON READING AT GRADE LEVEL BY THE THIRD GRADE. DURING THE 2015 - 2016 SCHOOL YEAR, THE VOLUNTEER READING INITITATIVE OF THE UNITED WAY OF NORTHEAST LOUISIANA, READ.LEARN.SUCCEED, 416 COMMUNITY VOLUNTEERS READ WITH 218 STUDENTS IN THE 2ND AND 3RD GRADE IN 14 SCHOOLS IN OUR COMMUNITY FOR 2,258 READING HOURS, WHICH RESULTED IN AN INCREASE IN READING LEVELS OF 93% FOR MONROE CITY, OUACHITA PARISH, AND LINCOLN PARISH SCHOOLS. INCOME - THE FOCUS OF UNITED WAY IS ON HELPING HARDWORKING INDIVIDUALS AND FAMILIES BECOME MORE FINANCIALLY STABLE. OUR TARGET ISSUES ARE INCREASING INCOME, BUILDING SAVINGS, AND GAINING AND SUSTAINING ASSETS BY FOCUSING ON FINANCIAL EDUCATION FOR HIGH SCHOOL STUDENTS. DURING THE 2015 - 2016 SCHOOL YEAR, 1,659 HIGH SCHOOL STUDENTS ATTENDED THE DOLLARS AND ENSE REALITY FAIR ON FINANCIAL STABILITIY FOR 23 HIGH SCHOOLS THROUGHOUT THE COMMUNITY. THERE WERE 363 COMMUNITY VOLUNTEERS WHO PARTICIPATED IN THE PROGRAM. HEALTH - THE FOCUS OF UNITED WAY OF NORTHEAST LOUISIANA IS ON IMPROVING THE HEALTH OF THE COMMUNITY. OUR TARGET ISSUES ARE INCREASING ACCESS TO CARE AND PREVENTATIVE HEALTH, AND NUTRITIONAL SERVICES FOR INDIVIDUALS AND FAMILIES. UNITED WAY HEALTH INITIATIVES TARGET WELLNESS, NUTRITION, AND PHYSICAL ACTIVITY. BASIC AND/OR EMERGENCY NEEDS - ALTHOUGH COMMITTED TO MAKING LASTING CHANGES IN THE COMMUNITY, THE AGENCY IS FIRMLY COMMITTED TO SUPPORTING A FOUNDATION OF SERVICES THAT RESPONDS TO BASIC AND/OR EMERGENCY NEEDS SUCH AS FOOD, SHELTER, MEDICINE, AND DIASTER RELIEF. COMMUNITY INVESTMENT - VOLUNTEERS OF UNITED WAY WORK WITH THE PARTNER AGENCIES TO ENSURE THAT UNITED WAY DOLLARS ARE INVESTED TO PRODUCE THE MOST EFFECTIVE RESULTS. THEY MAKE SITE VISITS, GATHER INFORMATION, AND EVALUATE AGENCY PROGRAMS. VOLUNTEERS MAKE RECOMMENDATIONS ON AGENCY FUNDING. FORM 990, PAGE 6, PART VI, LINE 2 WILLIAM CHEEK JEFF GLOVER BD - UW NELA BD - UW NELA BUSINESS RELATIONSHIP WILLIAM CHEEK MAXINE MOREAU BD - UW NELA BD - UW NELA BUSINESS RELATIONSHIP JEFF GLOVER MAXINE MOREAU BD - UW NELA BD - UW NELA BUSINESS RELATIONSHIP WILLIAM CHEEK LA PURCHASE BOY SCOUTS BD - UW NELA VENDOR BOARD MEMBER KELLY J SHAMBRO NEWCOMER, MORRIS, & YOUNG BD - UW NELA VENDOR BUSINESS RELATIONSHIP SHELIA SNOW OUACHITA INDEPENDENT BANK BD - UW NELA VENDOR BUSINESS RELATIONSHIP SHELIA SNOW BANCORP SOUTH BANK BD - UW NELA VENDOR BUSINESS RELATIONSHIP SHELIA SNOW LA METHODIST CHILDRENS HOME BD - UW NELA VENDOR FAMILIAL RELATIONSHIP ERNEST FINCH AMERICAN RED CROSS BD - UW NELA VENDOR BOARD MEMBER DONNIE BYARS LA PURCHASE BOY SCOUTS BD - UW NELA VENDOR BOARD MEMBER RON BARRON ARGENT FINANCIAL BD - UW NELA VENDOR BUSINESS RELATIONSHIP RON BARRON BLUE CROSS BLUE SHIELD BD - UW NELA VENDOR BUSINESS RELATIONSHIP WILLIAM HADDAD AMERICAN RED CROSS BD - UW NELA VENDOR BOARD MEMBER DON COKER OUACHITA PARISH SCHOOL SYSTEM BD - UW NELA VENDOR SUPERINTENDENT JANET DURDEN LINDA FREEMAN PRESIDENT VP FINANCE SUPERVISORY FORM 990, PAGE 6, PART VI, LINE 6 ARTICLE 4 OF THE BYLAWS STATES "MEMBERS OF THE CORPORATION SHALL BE ANYONE WHO MAKES A CONTRIBUTION DURING THE FISCAL YEAR". FORM 990, PAGE 6, PART VI, LINE 7A ARTICLE 6, SECTION 2 OF THE BYLAWS STATES "THE MEMBERS SHALL ELECT THE BOARD OF DIRECTORS". FORM 990, PAGE 6, PART VI, LINE 7B ARTICLE VII OF THE ARTICLES OF INCORPORATION STATE "THIS CHARTER MAY BE AMENDED OR ALTERED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AT THE ANNUAL MEETING OR A SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE". FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS REVIEWED WITH THE AUDIT/FINANCE COMMITTEE. IT IS THEN PRESENTED TO THE BOARD PRIOR TO THE RETURN BEING FILED. FORM 990, PAGE 6, PART VI, LINE 12C UNITED WAY ASKS ALL STAFF AND VOLUNTEERS, INCLUDING THE BOARD OF DIRECTORS, TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY RELATIONSHIPS THEY HAVE WITH BUSINESSES DOING ANY BUSINESS WITH THE UNITED WAY. IF A VOTING MATTER ARISES CONCERNING PARTIES IN WHICH A CONFLICT OF INTEREST EXISTS, THAT BOARD MEMBER ABSTAINS FROM THE VOTE. FORM 990, PAGE 6, PART VI, LINE 15A DURING THE BUDGET PROCESS, STAFF SALARIES ARE COMPARED TO UNITED WAY OF AMERICA STAFF SALARY SURVEYS FOR SALARIES FOR THE POSITIONS IN UNITY WAYS ACROSS THE COUNTRY. THESE SURVEYS GIVE EACH POSITION AND ARE BROKEN DOWN INTO REGIONS OF THE COUNTRY AND BY UNITED WAY SIZE. BASED ON THE SALARIES IN THE SURVEY, UNITED WAY WILL THEN PROPOSE SALARIES TO THE COMPENSATION COMMITTEE, THEN THE FINANCE COMMITTEE, AND FINALLY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15B SAME AS PART VI, LINE 15A FORM 990, PAGE 6, PART VI, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 DONOR DESIGNATIONS -834,746 DONOR DESIGNATIONS 834,746