2015-11-11T11:19:59-06:00 2015-06-30 721202445 POSTLETHWAITE & NETTERVILLE ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2014-07-01 720471369 UNITED WAY OF SOUTHEAST LOUISIANA UNIT 5048225540 2515 CANAL STREET NEW ORLEANS LA 70119 DEBRA MODLIN CFO 5048225540 2015-11-11 1 SHARON CASSIERE P00543368 5048375990 2014 2016-02-25 16:41:14Z MICHAEL WILLIAMSON 2515 CANAL STREET NEW ORLEANS LA 70119 15174536 0 X UNITEDWAYSELA.ORG X 1952 LA UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA) IS A NOT-FOR-PROFIT 501(C)(3) CHARITABLE ORGANIZATION FOUNDED IN 1952 SERVING RESIDENTS OF JEFFERSON, ORLEANS, PLAQUEMINES, ST. BERNARD, ST. TAMMANY, TANGIPAHOA AND WASHINGTON PARISHES AND GOVERNED BY A VOLUNTEER BOARD. UNITED WAY FUNDS PROGRAMS, SUPPORTS COLLABORATIONS, CONVENES EXPERTS, ADVOCATES FOR CHANGE AND FOSTERS NEW AND NEEDED COMMUNITY SERVICES BASED ON BEST PRACTICES. WE WORK TO ENSURE QUALITY HEALTH AND HUMAN SERVICES FOR THE CITIZENS OF SOUTHEAST LA AND ASSESS THE SUCCESS OF PROGRAMS BASED ON THE ACHIEVEMENT OF PRE-DEFINED OUTCOMES. 40 40 68 3622 0 0 11882633 14366976 318564 303000 70660 240368 -122019 -247222 12149838 14663122 6516609 10120662 0 0 2050338 3778882 0 0 1946692 831778 1423290 9398725 15322834 2751113 -659712 18102283 18037579 5848616 6456919 12253667 11580660 X UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA) IS A NOT-FOR-PROFIT 501(C)(3) CHARITABLE ORGANIZATION FOUNDED IN 1952 SERVING RESIDENTS OF JEFFERSON, ORLEANS, PLAQUEMINES, ST. BERNARD, ST. TAMMANY, TANGIPAHOA AND WASHINGTON PARISHES AND GOVERNED BY A VOLUNTEER BOARD. UWSELA'S MISSION IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER IN ORDER TO CREATE A STRONGER COMMUNITY FOR ALL. UWSELA COLLABORATES WITH GOVERNMENT, BUSINESSES, FAITH GROUPS AND OTHER NONPROFITS IN THE SEVEN PARISH REGION TO IDENTIFY AND ADDRESS SERIOUS ISSUES. UWSELA RAISES FUNDS THROUGH AN ANNUAL WORKPLACE CAMPAIGN, INDIVIDUAL AND CORPORATE GIFTS, GRANTS AND PARTNERSHIPS. UWSELA FUNDS FOSTER NEW AND NEEDED HEALTH AND HUMAN COMMUNITY SERVICES BASED ON BEST PRACTICES, AND ASSESSES THE SUCCESS OF THOSE PROGRAMS BASED ON THE ACHIEVEMENT OF PRE-DEFINED OUTCOMES.UWSELA ALSO SERVES AS A CAMPAIGN AGENT FOR THE SOLICITATION OF CONTRIBUTIONS FROM FEDERAL CIVILIAN AND UNIFORMED SERVICE PERSONNEL. 0 0 10075842 9879822 303000 COMMUNITY IMPACT - STRATEGIC PLANNING & FUND DISTRIBUTION: THIS PORTION OF THE COMMUNITY IMPACT DIVISION, AS DISTINCT FROM THE INITIATIVES AND PROGRAMS IT COORDINATES, IS RESPONSIBLE FOR THE ANNUAL STRATEGIC GRANTS FUNDING PROCESSES. IT DEVELOPS STRATEGIC PLANS TO GUIDE THE FUNDING PROCESSES AND PROGRAM OR INITIATIVE DEVELOPMENT, AND ESTABLISHES AND MONITORS MEASURES OF PROGRAM SUCCESS AND FINANCIAL ACCOUNTABILITY. ACCOMPLISHMENTS: TOTAL # OF PEOPLE SERVED BY OUR GRANT PARTNERS FROM JULY 1, 2014-JUNE 30, 2015 - 445,463. UWSELA-FUNDED PROGRAMS, FROM JULY 1, 2014 - JUNE 30, 2015 TO ADDRESS PRIORITIES SUCH AS HOUSING, MEDICAL AND MENTAL HEALTH CARE, CHILD AND ADULT CARE AND ACADEMIC SUPPORTS. UWSELA ANSWERED OVER 445,463 APPEALS FOR HELP FROM OUR COMMUNITY. 906083 224318 REBUILDING INITIATIVE:THE NOPLH INITIATIVE BUILDS UPON THE WORK OF THE LONG TERM RECOVERY INITIATIVE AND WAS ESTABLISHED IN MID-2010. IT CONTINUES TO COORDINATE DISASTER RECOVERY SERVICES IN THE REGION REBUILDING HOUSING TO MEET THE RECOVERY NEEDS OF RESIDENTS.THE NPLH WORKS TO MEET THE PRIMARY GOAL OF UWSELA'S SAFETY NET/ FINANCIAL STABILITY IMPACT AREA, 'PEOPLE ARE LIVING IN SAFE AND PERMANENT HOUSING IN VITAL NEIGHBORHOODS.' THE NPLH, WITH ITS COMMUNITY PARTNERS, SUPPORTS THE COORDINATION OF THE NECESSARY RESOURCES TO FULFILL HOUSING-RELATED UNMET NEEDS. ONCE RESOURCES ARE SECURED TO MEET A CLIENT'S UNMET NEEDS, PARTICIPATING REBUILD AGENCIES USE THEIR VOLUNTEER LABOR AND PROJECT MANAGEMENT TO REBUILD HOMES. HOMEBUYER ASSISTANCE PROGRAM - PLAQUEMINES INITIATIVE (HAPPI)HAPPI IS A SOFT SECOND MORTGAGE PROGRAM DESIGNED TO ASSIST PLAQUEMINES PARISH INDIVIDUALS AND FAMILIES TO BECOME FIRST-TIME HOMEOWNERS. ALL AREAS OF PLAQUEMINES PARISH ARE ELIGIBLE FOR THIS LOAN PROGRAM. UWSELA HAS BEEN AUTHORIZED BY PLAQUEMINES PARISH COUNCIL RESOLUTION NO. 09-82 TO UNDERTAKE THE ADMINISTRATION OF THIS PROGRAM, AND HAS RECEIVED $2,676,976.00 IN FUNDING UNDER THE LOUISIANA DISASTER RECOVERY CDBG PROGRAMS. ACCOMPLISHMENTS: * 32 CLIENTS INITIATE HAPPI PAPERWORK WITH FAMILY RESOURCES OF NEW ORLEANS. * 7 FAMILIES PURCHASED EXISTING HOMES. * 19 CLIENT FILES WERE APPROVED BY UNITED WAY. * 4 CLIENT FILES ARE IN PROCESS WITH UNITED WAY. * 11 CLIENTS WHO ARE DEEMED "READY" BY FAMILY RESOURCES OF NEW ORLEANS. THESE CASES SHOULD BE REFERRED TO US FOR APPROVAL IN THE NEXT FEW MONTHS. * 4 CLIENTS ARE IN PROCESS, REQUIRING TRAINING AND COUNSELING AND CREDIT REPAIR ASSISTANCE WITH FAMILY RESOURCES OF NEW ORLEANS. * 13 CLIENTS WHO ARE NO LONGER BEING CONSIDERED BECAUSE THEY HAVE DROPPED OUT. * 1 CLIENT HAS COMPLETED FINANCIAL EDUCATION TRAINING WITH FAMILY RESOURCES OF NEW ORLEANS * 18 CLIENTS HAVE COMPLETED FIRST TIME HOME BUYER TRAINING WITH FAMILY RESOURCES OF NEW ORLEANS. THE APPLICATION DEADLINE FOR THE HAPPI PROGRAM WAS MAY 31, 2015. THE HAPPI PROGRAM WAS SUPPOSED TO END DECEMBER 31, 2015. PARTICIPANTS WERE TO HAVE A SIGNED PURCHASE CONTRACT NO LATER THAN SEPTEMBER 18, 2015 AND AN ACT OF SALE TO TAKE PLACE NO LATER THAN WEDNESDAY, DECEMBER 9, 2015. HOWEVER, AS OF OCTOBER 8, 2015 WE WERE NOTIFIED BY THE LOUISIANA HOUSING CORPORATION THAT THE HAPPI PROGRAM WOULD BE EXTENDED UNTIL DECEMBER 31, 2016 TO EXPEND ALL OF THE REMAINING FUNDS EFFECTIVE NOVEMBER 1, 2015. 661446 INDIVIDUAL DEVELOPMENT ACCOUNT PROJECT (IDA): AN IDA IS A MATCHED SAVINGS ACCOUNT THAT HELPS LOW-INCOME INDIVIDUALS AND FAMILIES SAVE MONEY TO ACQUIRE AN ECONOMIC ASSET THAT CAN BE A FOUNDATION FOR LONG-TERM FINANCIAL STABILITY AND SELF-SUFFICIENCY. THIS PROJECT ALLOWS PARTICIPANTS TO USE THEIR IDAS FOR A DOWN PAYMENT/ CLOSING COSTS ON A NEW HOME, TO START OR EXPAND A SMALL BUSINESS, TRANSFER IDA FOR POST-SECONDARY EDUCATION, AND VEHICLE PURCHASES. PARTICIPANTS ARE REQUIRED TO ATTEND FINANCIAL EDUCATION COURSES AND ASSET SPECIFIC TRAINING PRIOR TO MAKING A PURCHASE. THEY ARE ALSO REQUIRED TO SAVE FOR AT LEAST SIX MONTHS BEFORE MAKING A PURCHASE. IDA PROJECT PARTNERS PROVIDE FINANCIAL EDUCATION, CREDIT COUNSELING, AND ASSET SPECIFIC TRAINING. WE RECEIVED A $250,000 ASSET FOR INDEPENDENCE (AFI) ON SEPTEMBER 30, 2013 TO START OUR SECOND PROGRAM. ACCOMPLISHMENTS: * TOTAL NUMBER OF PARTICIPANTS ENROLLED-42 * 37 HOMEOWNERSHIP * 1 VEHICLE * 3 BUSINESS START-UP OR EXPANSION * 1 TRANSFER IDA * TOTAL NUMBER OF PARTICIPANTS THAT HAVE COMPLETED 12 HOURS OF HOMEBUYER TRAINING-16 * TOTAL NUMBER OF PARTICIPANTS THAT HAVE COMPLETED 12 HOURS OF FINANCIAL EDUCATION-20 * ASSET PURCHASES-22 TOTAL; 16 HOMEOWNERSHIP AND 4 VEHICLES * TOTAL AMOUNT OF SAVINGS BY PARTICIPANTS--$38,395.18 359586 VITA, EITC, AND SINGLE STOP VITA IS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM THAT ASSISTS LOW-TO- MODERATE INCOME WORKERS WITH FREE TAX PREPARATION SERVICES TO KEEP ALL OF THEIR TAX REFUNDS IN THEIR POCKETS. IRS TRAINED VITA VOLUNTEERS HELPS THE TAXPAYERS AVOID PAYING HIGH FEES AND PREDATORY LENDING PRACTICES. THE VOLUNTEERS MAKE SURE THAT THE TAXPAYERS TAKE ADVANTAGE OF ALL CREDITS SUCH AS EARNED INCOME TAX CREDITS (EITC), CHILD TAX CREDITS, ETC. EITC IS THE NATION'S LARGEST ANTI-POVERTY PROGRAM THAT HELPS TO BRING LOW INCOME FAMILIES OUT OF POVERTY. UNITED WAY CONDUCTS MARKETING AND OUTREACH ON THE VITA PROGRAM AND EITC THROUGHOUT OUR SEVEN PARISH SERVICE AREA AND BEYOND. UNITED WAY PARTNERS WITH SINGLE STOP USA AND DELGADO COMMUNITY COLLEGE TO OFFER FREE TAX PREPARATION AND BENEFITS SCREENING FOR STUDENTS TO HELP THEM GET ALL THE PUBLIC BENEFITS THEY ARE ELIGIBLE FOR. THE GOAL IS TO INCREASE THE STUDENT'S INCOME SO THEY DON'T HAVE TO DROP OUT OF SCHOOL BECAUSE OF LACK OF CHILD CARE OR HAVING TO MAKE TOUGH CHOICES LIKE PAYING FOR BOOKS OR FOOD. ACCOMPLISHMENTS: * TOTAL NUMBER OF INCOME TAX RETURNS COMPLETED-11,500 * TOTAL AMOUNT OF INCOME TAX REFUNDS--$15,386,722 * TOTAL AMOUNT OF EARNED INCOME TAX CREDITS--$5,969,761 * TOTAL AMOUNT OF CHILD TAX CREDITS--$2,235,837 71227 11522 SUCCESS BY 6 (SB6): SINCE 2002 SUCCESS BY 6 (SB6) PARTNERS HAVE WORKED TOGETHER TO ENSURE THAT ALL CHILDREN WILL BE HEALTHY, SAFE, AND FUNCTIONING OPTIMALLY BY AGE SIX. SB6'S 84 MEMBERS COLLABORATIVE INCLUDE PARENTS, CHILDCARE PROVIDERS, EARLY CHILDHOOD EXPERTS, AND FUNDERS. PAST SB6 SUCCESSES INCLUDE PASSAGE OF THREE STATE BILLS. CURRENTLY SB6 IS FOCUSED ON IMPROVING THE SAFETY AND QUALITY OF CARE IN SMALL CHILDCARE SETTINGS. UNITED WAY OF SOUTHEAST LOUISIANA (UWSELA), SUCCESS BY 6, WHICH RECEIVED A ROADMAPS TO HEALTH COMMUNITY GRANT IN 2012, WANTS TO ENSURE THAT ALL CHILD CARE SETTINGS IN THE STATE PROVIDE HIGH-QUALITY EARLY CARE SO THAT CHILDREN ARE PREPARED FOR KINDERGARTEN. UWSELA HAS PREVIOUSLY SUCCESSFULLY ADVOCATED FOR OF THE INCLUSION OF A QUALITY RATING SYSTEM (LOUISIANA QUALITY START) FOR LARGE CHILD CARE FACILITIES, AND NOW THEY ARE ADVOCATING FOR LICENSING STANDARDS FOR SO-CALLED FAMILY CHILD CARE FACILITIES THAT WOULD CREATE A BASE-LEVEL OF REGULATION AND ALLOW THEM TO PARTICIPATE IN THE CURRENT QUALITY RATING SYSTEM. THESE SMALL CENTERS ARE LOCATED IN THE PROVIDER'S HOME, AND LOUISIANA IS ONLY ONE OF THREE STATES IN THE COUNTRY THAT DO NOT REGULATE THEM. BECAUSE ONE-THIRD OF PRESCHOOLERS ATTEND THESE SMALL CHILD CARE FACILITIES, ENSURING THE QUALITY OF THESE PROGRAMS IS CRITICAL TO IMPROVING SCHOOL READINESS FOR LOUISIANA'S CHILDREN. IN 2014 THE COMMUNITY CATALYST TEAM SPOKE WITH UNITED WAY STAFF ABOUT SHARING THE WORK UWSELA UNDERTOOK AS A ROADMAPS TO HEALTH GRANTEE ON THE COUNTY HEALTH RANKINGS & ROADMAPS WEBSITE, VIA A COMMUNITIES IN ACTION SPOTLIGHT. WE'RE EXCITED TO REPORT THAT THE WORK WILL BE FEATURED IN AN ARTICLE. UWSELA'S WORK SERVES AS A GREAT EXAMPLE OF THE ASSESS NEEDS AND RESOURCES/COLLECT PRIMARY DATA ACTIVITY IN THE ROADMAPS TO HEALTH ACTION CENTER, ALLOWING OTHER COMMUNITIES TO LEARN HOW THIS ACTIVITY CAN MOVE FROM THE IDEA STAGE TO SUCCESSFUL IMPLEMENTATION. IN ADDITION, UNITED WAY OF SOUTHEAST LOUISIANA AND ITS WOMEN'S LEADERSHIP COUNCIL IDENTIFIED KEY AREAS OF PUBLIC POLICY IMPORTANT TO WOMEN, CHILDREN AND FAMILIES. WE ASKED THE FOUR HIGHEST POLLING GUBERNATORIAL CANDIDATES TO ANSWER QUESTIONS ABOUT ISSUES RELATED REGULATIONS FOR SMALL CHILD CARE SETTINGS (FAMILY CHILD CARE HOMES) AND WE WILL BE PURSUING IN THE 2016 LEGISLATIVE SESSION. ACCOMPLISHMENTS: * ROAD MAP TO SUCCESS EXECUTIVE SUMMARY DISTRIBUTED * WORKED WITH RWJ FOUNDATION TO DOCUMENT WORK UTILIZING FOCUS GROUPS FOR PUBLICATION * QUESTIONS ADDRESSED BY GUBERNATORIAL CANDIDATES AND RESPONSES PUBLISHED IN A VOTER'S GUIDE - WILL YOU SUPPORT LEGISLATION MANDATING LICENSURE OF SMALL CHILD-CARE CENTERS THAT SERVE SEVEN OR LESS CHILDREN AGES 0-6 THAT ARE NOT RELATED TO THE CAREGIVER? 1198 READY BY 21/SCHOOL TO CAREER: UNITED WAY OF SOUTHEAST LOUISIANA'S SCHOOL TO CAREER INITIATIVE IN PARTNERSHIP WITH NOLA YOUTH WORKS/JOB 1 ARE WORKING TO CREATE A LOCAL CAREER DEVELOPMENT MODEL THAT INCORPORATES THE BEST PRACTICES OF YOUTH DEVELOPMENT WHILE SIMULTANEOUSLY BEING INFORMED BY THE NEEDS OF LOCAL BUSINESSES. THE GOAL OF THIS PARTNERSHIP IS TO DEVISE A WAY TO INCORPORATE PROMISING PRACTICES IN YOUTH DEVELOPMENT INTO THE NOLA YOUTH WORKS PROGRAM THAT EMPLOYS AS MANY AS 3000 ORLEANS PARISH YOUTH EACH SUMMER (12.5% OF THE ADOLESCENT POPULATION). ACCOMPLISHMENTS: * RESULTS HAVE BEEN NOTED EACH YEAR OF THE PARTNERSHIP JULY 1 - AUGUST 30, 2013 - UNITED WAY AND NOLA YOUTH WORKS LAUNCHED A REVISED SUCCESS SERIES PILOT PROGAM. RATHER THAN FOCUSING DIRECTLY ON YOUTH, UWSELA & NOLA YOUTH WORKS BROUGHT TOGETHER A COHORT OF FIVE PROVIDERS IN A COMMUNITY OF PRACTICE THAT FOCUSED ON IMPROVING THE EFFICACY OF ADULT EMPLOYERS/OUT OF SCHOOL TIME PROVIDERS. THE COHORT ATTEND A SERIES OF SIX COMMUNITY PRACTICE MEETINGS TO BETTER UNDERSTAND ADOLESCENT BRAIN DEVELOPMENT, MENTORSHIP MODELS, COMMUNICATION STRATEGIES, EVALUATION TOOLS, AND OTHER DEVELOPMENTALLY APPROPRIATE PRACTICES FOR WORKING WITH ADOLESCENTS. AN EVALUATION OF THE THREE YEAR PILOT WAS COMPLETED. A SAMPLE OF YOUTH WAS SELECTED FROM EACH PROGRAM TO EVALUATE AND ASSESS YOUTH OPINIONS ABOUT THEIR SUMMER YOUTH EMPLOYMENT EXPERIENCE. THE SURVEYS IDENTIFY WORKFORCE DEVELOPMENT SKILLS GAINED, YOUTH OVERALL SATISFACTION WITH THE PROGRAM, AND OTHER PERSONAL FACTORS RELATED TO YOUTH SUMMER EMPLOYMENT EXPERIENCE. HERE ARE SOME OF THE RESULTS: * OVERWHELMING NUMBER OF YOUTH SAMPLED REVEALED THEY LEARNED ABOUT THE NOLA YOUTH WORKS SUMMER JOB PROGRAM THROUGH THEIR SCHOOL. VERY FEW YOUTH IDENTIFIED TELEVISION, BILLBOARD, AND RADIO MEDIA AS THEIR SOURCE OF LEARNING ABOUT THE PROGRAM. * THE NOLA YOUTH WORKS PROGRAM POST EVALUATION REVEALED THAT 92 PERCENT OF THE YOUTH WOULD RECOMMEND THE SUMMER PROGRAM TO THEIR PEERS. * OF THE 238 STUDENTS SURVEYED, NEARLY 50% INDICATED THAT THEY FELT SMARTER AND BETTER PREPARED FOR SCHOOL AFTER PARTICIPATING IN THE PROGRAM. * EIGHTY-NINE (89%) PERCENT OF YOUTH BELIEVE THEY ARE BETTER PREPARED FOR WORK, AS A RESULT OF THEIR SUMMER YOUTH WORK EXPERIENCE. 82454 5000 ALL OTHER PROGRAM SERVICES 514465 16522 12157836 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 45 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X DEBRA MODLIN 5048225540 2515 CANAL STREET NEW ORLEANS LA 70119 MR KEVIN ALKER TRUSTEE 4.00 X 0 0 0 MS DANICA ANSARDI CLU CHFC MBA TRUSTEE & AUDIT CHAIR 4.00 X 0 0 0 MS LORI BARTHELEMY TRUSTEE & COMMUNITY IMPACT CHAIR 4.00 X 0 0 0 MRS KARIN STAFFORD BIRD TRUSTEE 4.00 X 0 0 0 FORMER CONGRESSMAN ANH JOSEPH CAO TRUSTEE 4.00 X 0 0 0 MR CHARLES A CERISE JR TRUSTEE & LEGAL ADVISOR 4.00 X 0 0 0 MR CHRISTOPHER J CLAUS TRUSTEE 4.00 X 0 0 0 MRS KAREN NABONNE COAXUM TRUSTEE 4.00 X 0 0 0 MR MATT FAUST TRUSTEE 4.00 X 0 0 0 MR JOHN FOLEY TRUSTEE 4.00 X 0 0 0 MR MIKE GILL TRUSTEE 4.00 X 0 0 0 CAPT SCOTT GOOTEE TRUSTEE 4.00 X 0 0 0 MRS NORMA GRACE TRUSTEE - AT-LARGE MEMBER 4.00 X 0 0 0 MR RICHARD HAASE TRUSTEE 4.00 X 0 0 0 MR AL HAMAUEI TRUSTEE 4.00 X 0 0 0 MR ROBERT TIGER HAMMOND TRUSTEE 4.00 X 0 0 0 MR DREW HEAPHY TRUSTEE 4.00 X 0 0 0 MR MICHAEL HECHT TRUSTEE 4.00 X 0 0 0 MR ALEXIS D HOCEVAR TRUSTEE - AT-LARGE MEMBER 4.00 X 0 0 0 MR CHRIS KAUFFMANN TRUSTEE 4.00 X 0 0 0 MR EDWARD J KRAUSE TRUSTEE 4.00 X 0 0 0 MR RICKY R MATHEWS TRUSTEE 4.00 X 0 0 0 MS MARIAN H PIERRE TRUSTEE 4.00 X 0 0 0 MR CHARLES L RICE JR TRUSTEE & RESOURCE DEVELOPMENT CHAIR 4.00 X 0 0 0 MR COLEMAN RIDLEY TRUSTEE 4.00 X 0 0 0 MS TARA RICHARD TRUSTEE 4.00 X 0 0 0 MR TOM SHAW TRUSTEE 4.00 X 0 0 0 MR JOHN SILLARS TRUSTEE 4.00 X 0 0 0 MR TOD SMITH TRUSTEE 4.00 X 0 0 0 MRS KIM SPORT TRUSTEE & PUBLIC POLICY CHAIR 4.00 X 0 0 0 MRS CAROL A SOLOMON TRUSTEE 4.00 X 0 0 0 MR ROBERT BOBBY TANNER TRUSTEE 4.00 X 0 0 0 MS JESSICA VERMILYEA TRUSTEE 4.00 X 0 0 0 MS YVONNE VONDERHAAR TRUSTEE 4.00 X 0 0 0 MRS BARBARA TURNER WINDHORST TRUSTEE - AT-LARGE MEMBER 4.00 X 0 0 0 MRS CAROL B WISE TRUSTEE - AT-LARGE MEMBER 4.00 X 0 0 0 MR JOSEPH EXNICIOS CHAIR & PAST RESOURCE DEVELOPMENT CHAIR 4.00 X X 0 0 0 MR TODD SLACK VICE-CHAIR & TREASURER & FINANCE/OPERATIONS CHAIR 4.00 X X 0 0 0 MR JOHN HOLLOWELL PAST CHAIR & GOVERNANCE CHAIR 4.00 X X 0 0 0 MRS FLORENCE SCHORNSTEIN SECRETARY 4.00 X X 0 0 0 MICHAEL WILLIAMSON PRESIDENT/CEO 37.50 X 226886 0 42809 CHARMAIN CACCIOPPI EVP/COO 37.50 X 159313 0 37886 BETH TERRY EVP/CTO 37.50 X 114917 0 21761 DEBRA MODLIN CFO 37.50 X 108036 0 22691 MARY AMBROSE SR. VP 37.50 X 103049 0 20853 712201 0 146000 5 0 1 0 SELECT TITLE 732 BEHRMAN HWY STE E GRETNA LA 70056 TITLE COMPANY - CLOSING SERVICES 106684 1 973548 412320 724829 12256279 75746 14366976 SERVICE FEE INCOME 900099 303000 303000 303000 56286 56286 41 41 146238 343328 -197090 -197090 -197090 184082 0 184082 184082 184082 117913 412320 168086 -50173 -50173 14663122 303000 0 -6854 9449422 9449422 671240 671240 735619 117259 455932 162428 2357186 992838 306776 1057572 216986 82503 41424 93059 243811 88585 38636 116590 225280 72124 54645 98511 756 483 60 213 33894 1410 30524 1960 10670 10670 392973 288081 23092 81800 138227 63033 38224 36970 260407 93557 44551 122299 33838 21609 2692 9537 68710 15863 13122 39725 224135 143334 14882 65919 30939 12685 6497 11757 113426 113426 92587 38146 19073 35368 MEMBERSHIP DUES 11276 2852 2544 5880 MISCELLANEOUS 10752 2365 1480 6907 GIFTS TO PARTNERS 700 447 56 197 15322834 12157836 1218306 1946692 1500 -156749 7296188 6761560 4356850 5180791 2013216 1341826 747400 671390 1950256 1909956 3488354 3506866 261735 163765 18102283 18037579 741147 518069 72822 5034647 5938850 5848616 6456919 X 4852128 5083848 3548657 2617677 3852882 3879135 12253667 11580660 18102283 18037579 -659712 -13295 0 X X 0 1 X 1 1 1 X 17743689 19879691 15879305 26642234 14366976 94511895 17743689 19879691 15879305 26642234 14366976 94511895 13626457 80885438 362831 319157 296821 358806 202565 1540180 96052075 955274 0.84210 0.85550 X SHORT YEAR EXPLANATION THE YEAR ENDED JUNE 30, 2014 WAS A SHORT YEAR. INCLUDED IN THE 2013 COLUMN OF SCHEDULE A, PART II ARE AMOUNTS FOR THE SIX MONTHS OF THE SHORT PERIOD FROM JANUARY 1, 2014 TO JUNE 30, 2014, AS WELL AS THE AMOUNTS FOR THE FULL YEAR ENDED DECEMBER 31, 2013. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18988 7595 26583 15296251 15322834 916142 229036 0 0 1000000 927334 1574688 916142 4418164 6627246 803 944 26139 26583 54469 250000 231834 393672 229036 1104542 1656813 18718 18988 37706 6 385000 565000 516716 1 1 5426745 192942 209143 5410544 5415650 11217 194564 194686 5426745 4902319 18750 687214 82396 100051 10186 5415650 4351305 205000 514169 158733 9422 4902319 4469331 3900 50675 77522 86024 9055 4351305 0.23550 0.71700 0.04760 1 0 302893 302893 1193245 883099 310146 482539 441672 40867 34539 17055 17484 671390 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3185849 F INVESTMENT IN COMMON ENDOWMENT FUND OF GREATER NEW ORLEANS FOUNDATION 321017 F 3506866 ALLOCATIONS, DESIGNATIONS AND PROGRAMS PAYABLE 5938850 5938850 X 10899386 -13295 478704 465409 10433977 10670 4218475 4229145 14663122 11572393 478704 478704 11093689 10670 4218475 4229145 15322834 PART V, LINE 4: IN A PRIOR YEAR, UWSELA ESTABLISHED ENDOWMENT FUNDS TO RECEIVE AND INVEST FUNDS FOR THE BENEFIT OF UWSELA. MOST INCOME RECEIVED FROM THE ENDOWMENTS IS UNRESTRICTED AND WILL BE USED TO COVER OPERATING EXPENSES. THE ORIGINAL TRANSFERS ARE CONSIDERED TO BE PERMANENTLY RESTRICTED BECAUSE THEY ARE IRREVOCABLE GIFTS TO PERMANENT ENDOWMENTS. PART X, LINE 2: UWSELA IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SECTION 121(5) OF TITLE 47 OF THE LOUISIANA REVISED STATUTES OF 1950. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. FASB ASC 740 PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENT. AS OF JUNE 30, 2015, UWSELA HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX RETURNS GENERALLY REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES FOR THREE YEARS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 4,218,475. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 4,218,475. 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ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 32594 DESIGNATED GIFTS STARC 1541 ST ANN PLACE SLIDELL LA 70460 720727074 501(C)(3) 96686 GRANT FUNDING & DESIGNATED GIFTS TANGI FOOD PANTRY PO BOX 3081 HAMMOND LA 704043081 581788937 501(C)(3) 7842 GRANT FUNDING & DESIGNATED GIFTS TARC 201 EAST CHURCH STREET HAMMOND LA 70401 720736593 501(C)(3) 15683 GRANT FUNDING & DESIGNATED GIFTS TANGIPAHOA VOLUNTARY COUNCIL ON AGING 106 NORTH BAY ST AMITE LA 70422 720903571 501(C)(3) 26940 GRANT FUNDING & DESIGNATED GIFTS TEACH FOR AMERICA 1055 ST CHARLES AVENUE SUITE 600 NEW ORLEANS LA 70130 133541913 501(C)(3) 5000 DESIGNATED GIFTS TRAVELERS AID SOCIETY 611 NORTH RAMPART ST NEW ORLEANS LA 70112 720408990 501(C)(3) 236930 GRANT FUNDING & DESIGNATED GIFTS UNIVERSITY OF NEW ORLEANS FOUNDATION 2000 LAKESHORE DR NEW ORLEANS LA 70148 721051326 501(C)(3) 100000 DESIGNATED GIFTS UNITED NEGRO COLLEGE FUND 1100 POYDRAS ST STE 1400 NEW ORLEANS LA 70163 131624241 501(C)(3) 67947 GRANT FUNDING & DESIGNATED 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DESIGNATED GIFTS VILLAGE HEARTBEAT PO BOX 49152 COLORADO SPRINGS CO 80949 841477837 501(C)(3) 12984 DESIGNATED GIFTS VOLUNTEERS OF AMERICA OF GNO 4152 CANAL ST NEW ORLEANS LA 70119 720709750 501(C)(3) 47496 DESIGNATED GIFTS YMCA BOGALUSA 411 AVENUE B BOGALUSA LA 704273656 720441354 501(C)(3) 12219 GRANT FUNDING & DESIGNATED GIFTS YMCA OF GREATER NEW ORLEANS 1215 PRYTANIA ST STE 103 NEW ORLEANS LA 70130 720423890 501(C)(3) 531189 $66,943 IS GRANT FUNDING & DESIGNATED GIFTS; $464,246 IS FUNDING FOR PLAQUEMINES LEGACY CMPGN YOUTH EMPOWERMENT PROJECT 1600 ORETHA CASTLE HALEY BLVD NEW ORLEANS LA 70113 421633060 501(C)(3) 50000 DESIGNATED GIFTS YOUTH SERVICE BUREAU OF ST TAMMANY 430 N NEW HAMPSHIRE COVINGTON LA 70433 720933867 501(C)(3) 89815 GRANT FUNDING & DESIGNATED GIFTS 138 0 ASSET FOR INDEPENDENCE 51 112000 0 CRISIS ASSISTANCE 17 9987 0 REBUILDING HOMES 7 549253 0 PART I, LINE 2: PRIOR TO MONEY BEING GRANTED/ALLOCATED TO A PROGRAM, THE AGENCY GOES THROUGH AN EXTENSIVE REVIEW OF ITS AUDIT AND/OR FINANCIAL DOCUMENTS INCLUDING ITS MOST CURRENT FORM 990 BY AN INDEPENDENT AUDIT COMMITTEE. ONCE THEY ARE FOUND TO BE FINANCIALLY "IN GOOD STANDING" AND THEY HAVE SIGNED THE "COUNTERTERRORISM FORM," MONEY IS GRANTED. SITE VISITS ARE CONDUCTED ONCE DURING THE FUNDING YEAR, AND THE OUTCOME/GOAL ATTAINMENT DATA IS REPORTED TO US BY OUR FUNDED PARTNERS EVERY SIX MONTHS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 MICHAEL WILLIAMSON PRESIDENT/CEO 205461 0 15750 0 5675 0 18559 0 24250 0 269695 0 0 0 CHARMAIN CACCIOPPI EVP/COO 156996 0 0 0 2317 0 18287 0 19599 0 197199 0 0 0 PART I, LINE 1A THE CEO'S WIFE TRAVELS TO ONE CONFERENCE PER YEAR WITH THE CEO - THE TEN KEY CITIES CONFERENCE TKC REIMBURSES UWSELA FOR THE EXPENDITURE AND THE TRAVEL IS APPROVED BY THE CHAIRMAN OF THE BOARD. CANDICE WRIGHT DAUGHTER OF CHARMAINE CACCIOPPI, COO 66145 EMPLOYEE WAGES AND BENEFITS FOR FISCAL YEAR 2014-2015; MS. WRIGHT REPORTS TO THE VICE PRESIDENT OF RESOURCE DEVELOPMENT, SR. VICE PRESIDENT OF RESOURCE DEVELOPMENT, AND CEO. 0 X 13 75746 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF INSTANCES OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PRESENTED TO AND REVIEWED BY THE BOARD OF TRUSTEES AT A MONTHLY MEETING AFTER A REVIEW IS CONDUCTED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO THE UNITED WAY STAFF AND THE BOARD OF TRUSTEES ANNUALLY. ALL COMPLETED EMPLOYEE FORMS ARE RETURNED TO THE VICE-PRESIDENT OF HUMAN RESOURCES FOR REVIEW AND ALL BOARD/TRUSTEE FORMS ARE RETURNED TO THE PRESIDENT'S EXECUTIVE ASSISTANT FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS DETERMINED BY THE EXECUTIVE COMMITTEE, WHICH IS MADE UP OF INDIVIDUALS FROM OUR VOLUNTEER BOARD OF TRUSTEES. OTHER TOP MANAGEMENT SALARIES ARE DETERMINED BY THE CEO. COMPARABILITY DATA IS OBTAINED FROM INDEPENDENT SOURCES AS WELL AS FROM UNITED WAY WORLDWIDE AND IS USED TO CREATE SALARY RANGES FOR EACH POSITION. THESE SALARY RANGES ARE ADJUSTED FOR INFLATION PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE AUDIT AND TAX RETURN ARE PUBLISHED ON THE WEBSITE. FORM 990, PART XII, LINE 2C: NO CHANGE.