2015-11-13T10:37:48-06:00 2014-12-31 721396621 CARR RIGGS & INGRAM LLC 650 OLIVE STREET SHREVEPORT LA 71104 990 2014-01-01 720503930 UNITED WAY OF NORTHWEST LOUISIANA UNIT 3186772504 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 BRUCE WILLSON JR PRESIDENT & CEO 3186772504 2015-11-11 1 COREY GILLIAM P00594946 3182222222 2015-11-11 2014 2016-03-07 17:11:31Z BRUCE WILLSON JR 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 2721255 0 X WWW.UNITEDWAYNWLA.ORG X 1923 LA UWNWLA EXISTS TO MAXIMIZE ITS DONOR'S INVESTMENTS BY CLARIFYING THE HUMAN SERVICE NEEDS OF NORTHWEST LOUISIANA AND PROVIDING SOLUTIONS TO THOSE NEEDS. 31 30 11 2000 0 0 2308559 2711112 0 0 5093 -4487 6251 5928 2319903 2712553 1806419 757696 0 0 435925 491116 0 0 196117 434385 583670 2676729 1832482 -356826 880071 1946605 2553739 395114 107041 1551491 2446698 TO MAXIMIZE OUR DONOR'S INVESTMENTS BY WORKING ON PRIORITY ISSUES IN ORDER TO CREATE MEASURABLE IMPACT, THEREBY IMPROVING LIVES IN OUR REGION. 0 0 757696 757696 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. 98461 OTHER SIGNIFICANT PROGRAMS INCLUDE: THE VOLUNTEER CENTER OF NORTHWEST LOUISIANA; DAYS OF SERVICE; INDIVIDUAL VOLUNTEER AND AGENCY MATCHING; RECRUIT, TRAIN, RETAIN, AND ACKNOWLEDGMENT OF VOLUNTEERS. 856157 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 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 11 1 0 0 0 0 0 0 0 0 0 0 X 31 30 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 PRESIDENT AND CEO/BOARD SE 40.00 X X 84236 0 4613 DON OLSON CHAIRMAN 0.50 X X 0 0 0 WILLIAM BRADFORD VICE CHAIRMAN 0.50 X X 0 0 0 CHASE CRUMP VICE CHAIR FINANCES 0.80 X X 0 0 0 DARLENE ROSSUM VICE CHAIR COMMUNITY IMPAC 0.50 X X 0 0 0 DELLA COPP VICE CHAIR MARKETING 0.50 X X 0 0 0 BRET MATTISON VICE CHAIR RESOURCE DEVELOPMENT 0.50 X X 0 0 0 PATTON FRITZE IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 ROYAL ALEXANDER DIRECTOR 0.30 X 0 0 0 JACK ANDRES DIRECTOR 0.30 X 0 0 0 DR STEPHEN COX DIRECTOR 0.30 X 0 0 0 DR JEROME COX DIRECTOR 0.30 X 0 0 0 RICHARD DESCOTEAUX DIRECTOR 0.30 X 0 0 0 JOE KANE DIRECTOR 0.30 X 0 0 0 KIM ETLAND DIRECTOR 0.30 X 0 0 0 DOUG HARTMAN DIRECTOR 0.30 X 0 0 0 JIM HENDERSON DIRECTOR 0.30 X 0 0 0 LISA JOHNSON DIRECTOR 0.30 X 0 0 0 LORELI LOPEZ DIRECTOR 0.30 X 0 0 0 JUDY MADISON DIRECTOR 0.30 X 0 0 0 IAN MCELROY DIRECTOR 0.30 X 0 0 0 JANE ANN MOLLOY DIRECTOR 0.30 X 0 0 0 MIKE MOSURA DIRECTOR 0.30 X 0 0 0 PAUL PRATT DIRECTOR 0.30 X 0 0 0 ALICE SAMPLE DIRECTOR 0.30 X 0 0 0 RON SMITH DIRECTOR 0.30 X 0 0 0 JANICE SNEED DIRECTOR 0.30 X 0 0 0 BRAIN WAGAMAN DIRECTOR 0.30 X 0 0 0 STEVE WHITELAW DIRECTOR 0.30 X 0 0 0 STEPHANIE Y'BARBO DIRECTOR 0.30 X 0 0 0 PETE ZANMILLER DIRECTOR 0.30 X 0 0 0 84236 0 4613 0 0 0 0 0 2711112 143418 2711112 4215 4215 8702 -8702 -8702 -8702 MISCELLANEOUS 900099 5928 5928 5928 2712553 -8702 0 10143 757696 757696 84236 14320 47172 22744 302461 52233 168033 82195 20466 2617 13686 4163 52873 5159 44316 3398 31080 5326 16933 8821 61981 61981 146994 200 146794 13612 461 12643 508 64606 5687 58919 15709 3613 10437 1659 21769 21769 4503 4503 10521 10521 SPECIAL EVENTS 73803 16274 57529 PRINTING 55148 623 52158 2367 EQUIPMENT RENTAL AND MA 25420 195 25106 119 CFC ADMINISTRATIVE 23525 23525 66079 8027 45438 12614 1832482 856157 780208 196117 408418 782299 83500 209500 1156619 1254305 4313 4685 111327 79557 30558 31770 263197 271180 1946605 2553739 15215 16974 379899 90067 395114 107041 X 477128 473130 1074363 1973568 1551491 2446698 1946605 2553739 880071 15136 0 X 0 1 X 1 0 X 2793470 3013426 2358269 2308559 2711112 13184836 2793470 3013426 2358269 2308559 2711112 13184836 13184836 33970 -713 24968 5093 4215 67533 4965 11705 55800 6251 5928 84649 13337018 0.98860 0.98490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3 93954 62838 623070 1 1 263197 1000 18896 9662 2462 270969 247062 27757 9248 2374 263197 233465 1000 23233 8544 2092 247062 236899 1000 6111 8610 1935 233465 218396 1000 28749 9255 1991 236899 1.00000 1 0 111327 79557 31770 31770 BENEFICIAL INTEREST IN ASSETS OF FOUNDATION 271180 271180 ALLOCATIONS PAYABLE 90067 90067 X 2250616 15136 15136 2235480 477073 477073 2712553 1306528 0 1306528 525954 525954 1832482 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, 2014. 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 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE FROM FEDERAL CAMPAIGN & DESIGNATED CONTRIBUTIONS 477,073. PART XII, LINE 4B - OTHER ADJUSTMENTS: ALLOCATIONS TO AGENCIES FROM FEDERAL CAMPAIGN AND DESIGNATED CONTRIBUTIONS 525,954. 1 ALLIANCE FOR EDUCATION PO BOX 795 SHREVEPORT LA 71162 721466587 501(C)3 9361 DONOR DIRECTED FUNDS AMERICAN RED CROSS 805 BROOK HOLLOW SHREVEPORT LA 71105 530196605 501(C)3 6878 DONOR DIRECTED FUNDS THE ARC OF CADDO-BOSSIER 351 JORDAN STREET SHREVEPORT LA 71101 720482891 501(C)3 17640 GOLDMAN SCHOOL- QUALITY CHILD CARE AND SCHOOL READINESS FOR ALL; DONOR DIRECTED FUNDS CADDO COUNCIL ON AGING 1700 BUCKER STREET STE 240 SHREVEPORT LA 71101 720715821 501(C)3 19878 HOME DELIVERED MEALS (MEALS ON WHEELS); DONOR DIRECTED FUNDS CATHOLIC CHARITIES OF SHREVEPORT 1244 PRAGUE STREET SHREVEPORT LA 71101 530196617 501(C)3 13045 FINANCIAL EDUCATION CLASSES AND EMERGENCY ASSISTANCE FUNDS; DONOR DIRECTED FUNDS THE CENTER FOR FAMILIES 864 OLIVE STREET SHREVEPORT LA 71104 720443101 501(C)3 11426 GENERAL COUNSELING PROGRAM; DONOR DIRECTED FUNDS COMMUNITY RENEWAL INTERNATIONAL 838 MARGARET PLACE SHREVEPORT LA 71101 721213057 501(C)3 12313 DONOR DIRECTED FUNDS FAMILY RESOURCES FOR EDUCATION AND EMPROVEMENT 8412 KINGSTON ROAD SHREVEPORT LA 71108 251855821 501(C)3 8495 THE SCHOOL OF GREATNESS - MENTORING; DONOR DIRECTED FUNDS GINGERBREAD HOUSE 1700 BUCKER STREET STE 101 SHREVEPORT LA 71101 721390471 501(C)3 9844 CHILD ADVOCACY PROGRAM; DONOR DIRECTED FUNDS GOODWILL INDUSTRIES OF NORTH LOUISIANA 800 WEST 70TH STREET SHREVEPORT LA 71106 720460816 501(C)3 6874 JOB PLACEMENT PROGRAMS; DONOR DIRECTED FUNDS HOLY ANGELS RESIDENTIAL FACILITY 10450 ELLERBE ROAD SHREVEPORT LA 71106 720628035 501(C)3 5863 DONOR DIRECTED FUNDS LITERACY VOLUNTEERS AT CENTENARY COLLEGE 2911 CENTENARY BLVD SHREVEPORT LA 71104 721124343 501(C)3 10167 SPONSORSHIP OF 300 LITERACY STUDENTS; DONOR DIRECTED FUNDS LSU HEATH SCIENCE CENTER PO BOX 33932 SHREVEPORT LA 71130 721402222 501(C)3 11963 DONOR DIRECTED FUNDS LSU IN SHREVEPORT FOUNDATION 920 PIERREMONT STE 500 SHREVEPORT LA 71106 721031108 501(C)3 10000 LAPREP MATHEMATICS PROGRAM MARTIN LUTHER KING HEALTH CENTER 865 OLIVE STREET SHREVEPORT LA 71101 721079721 501(C)3 32560 HEALTHCARE FOR LOW-INCOME CLIENTS; DONOR DIRECTED FUNDS NATCHITOCHES PARISH COUNCIL ON AGING 1016 KEYSER NATCHITOCHES LA 71457 720793183 501(C)3 5386 HOME DELIVERED MEALS (MEALS ON WHEELS); DONOR DIRECTED FUNDS NORTHWEST LOUISIANA FOOD BANK 2307 TEXAS AVENUE SHREVEPORT LA 71103 721328890 501(C)3 49510 FUNDS FOR THE BACKPACK PROGRAM- KIDS NUTRITIONAL PROGRAM; DONOR DIRECTED FUNDS NORTHWEST LOUISIANA INTERFAITH PHARMACY 909 OLIVE STREET SHREVEPORT LA 71101 721479289 501(C)3 5245 PRESCRIPTION ACCESS FOR THE UNINSURED; DONOR DIRECTED FUNDS NORWELA COUNCIL BOY SCOUTS OF AMERICA 3508 BEVERLY PLACE SHREVEPORT LA 71104 720423629 501(C)3 16422 BOY SCOUTS OF AMERICA PROGRAM FOR THOSE 6-21; DOOR DIRECTED FUNDS PINES TO THE GULF GIRL SCOUTS OF LOUISIANA 1720 KALSITE SALOOM ROAD STE C-1 LAFAYETTE LA 70508 720488660 501(C)3 11704 GIRL SCOUT LEADERSHIP PROGRAM; DONOR DIRECTED FUNDS PROVIDENCE HOUSE 814 COTTON STREET SHREVEPORT LA 71101 721205164 501(C)3 30912 SHELTER AND A COMPREHENSIVE PROGRAM FOR HOMELESS FAMILIES; DONOR DIRECTED FUNDS SHREVEPORT BOSSIER RESCUE MISSION 901 MCNEIL STREET SHREVEPORT LA 71101 237050551 501(C)3 24935 MEDICAL/DENTAL SERVICES FOR THE HOMELESS; DONOR DIRECTED FUNDS VOLUNTEERS FOR YOUTH JUSTICE 900 JORDAN STREET STE 102 SHREVEPORT LA 71101 721057695 501(C)3 8873 VYJ GEMS & GENTS MENTORING PROGRAM; DONOR DIRECTED PROGRAM VOLUNTERS OF AMERICA OF NORTH LOUISIANA 360 JORDAN STREET SHREVEPORT LA 71101 720506820 501(C)3 34359 THE LIGHTHOUSE AFTERSCHOOL PROGRAM; DONOR DIRECTED PROGRAM 24 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 ADVERTISING 1 89589 FAIR MARKET VALUE X OFFICE SPACE 2 49804 FAIR MARKET VALUE X SUPPLIES 34 2792 FAIR MARKET VALUE X OFFICE FURNITURE/EQUIPMENT 1 500 FAIR MARKET VALUE X ENGRAVING 1 396 FAIR MARKET VALUE X BROCHURES 1 337 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS THE FORM 990. THEN THE FORM 990 IS PRESENTED TO THE REST OF THE BOARD MEMBERS PRIOR TO FILING WITH THE IRS. 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.