LIVING WELL FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LIVING WELL FOUNDATION (EIN 20-5705242)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-23
- IRS object ID
- 201322049349300712
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-23T10:34:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUFFEYHUFFMANRAGSDALE&SOIGNIER(APAC) | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N 18TH ST | AddressLine1 |
| City | MONROE | City |
| State | LA | State |
| ZIP Code | 712015712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205705242 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVING WELL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LIVI | NameControl |
| Phone | 3183237991 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 STELLA STREET | AddressLine1 |
| City | WEST MONROE | City |
| State | LA | State |
| ZIP Code | 71291 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIAN B JOHNSTON | Name |
| Title | BOARD CHAIR | Title |
| Phone | 3183237991 | Phone |
| Date Signed | 2013-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANCIS I HUFFMAN | Name |
| Phone | 3183872672 | Phone |
| Date Prepared | 2013-07-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JULIAN B JOHNSTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 STELLA STREET | AddressLine1 |
| City | WEST MONROE | City |
| State | LA | State |
| ZIP Code | 71291 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 76946169 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LIVINGWELLFOUNDATION.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION ADMINISTERED ACTIVITIES RELATED TO RENDERING CARE TO THE SICK AND INJURED OR IN THE PROMOTION OF HEALTH, COOPERATED WITH OTHER PUBLIC AND PRIVATE INSTITUTIONS AND AGENCIES ENGAGED IN PROVIDING HOSPITAL AND OTHER HEALTH CARE SERVICES TO RESIDENTS OF THE DISTRICT, AND PARTICIPATED IN ACTIVITIES DESIGNED AND CONDUCTED TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. THE FOUNDATION'S AREA OF SERVICE INCLUDED THE FOLLOWING EIGHT NORTHEASTERN LOUISIANA PARISHES: CALDWELL, FRANKLIN, JACKSON, LINCOLN, MOREHOUSE, OUACHITA, RICHLAND AND UNION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 27 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2000000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 249 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 744 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 878526 | InvestmentIncomePriorYear |
| Investment Income Current Year | 590168 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 19995 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2879270 | TotalRevenuePriorYear |
| Total Revenue Current Year | 610412 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 820912 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 656413 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 91320 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 53486 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 132699 | OtherExpensePriorYear |
| Other Expenses Current Year | 205724 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1044931 | TotalExpensesPriorYear |
| Total Expenses Current Year | 915623 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1834339 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -305211 | RevenuesLessExpensesCY |
| Total Assets BOY | 49049283 | TotalAssetsBOY |
| Total Assets EOY | 48444482 | TotalAssetsEOY |
| Total Liabilities BOY | 351345 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 235232 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 48697938 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 48209250 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FOUNDATION ADMINISTERED ACTIVITIES RELATED TO RENDERING CARE TO THE SICK AND INJURED OR IN THE PROMOTION OF HEALTH, COOPERATED WITH OTHER PUBLIC AND PRIVATE INSTITUTIONS AND AGENCIES ENGAGED IN PROVIDING HOSPITAL AND OTHER HEALTH CARE SERVICES TO RESIDENTS OF THE DISTRICT, AND PARTICIPATED IN ACTIVITIES DESIGNED AND CONDUCTED TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. THE FOUNDATION'S AREA OF SERVICE INCLUDED THE FOLLOWING EIGHT NORTHEASTERN LOUISIANA PARISHES: CALDWELL, FRANKLIN, JACKSON, LINCOLN, MOREHOUSE, OUACHITA, RICHLAND AND UNION. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 349630 | Expense |
| Grants | 349630 | Grants |
| Description | SCHOOL BASED HEALTH CARE CLINICS - THE FOUNDATION HAD AN ONGOING COMMITMENT TO THE OUACHITA PARISH SCHOOL BOARD TO COVER FINANCIAL DEFICIENCIES OF FEDERAL, STATE AND LOCAL FUNDING SOURCES AS WELL AS INSURANCE REIMBURSEMENTS AND EXPENSES ASSOCIATED WITH SCHOOL BASED HEALTH CENTERS LOCATED AT RISER MIDDLE SCHOOL AND WEST MONROE HIGH SCHOOL. STUDENTS FROM LENWIL ELEMENTARY, RIVERBEND ELEMENTARY, CROSLEY ELEMENTARY,RISER MIDDLE SCHOOL AND ALL OUACHITA PARISH LA-4 PRE-K STUDENTS ARE SERVED AT THE RISER MIDDLE SCHOOL LOCATION. STUDENTS FROM BOLEY ELEMENTARY, WEST MONROE HIGH SCHOOL AND OUACHITA PARISH ALTERNATIVE/EXPULSION CENTER ARE SERVED AT THE WEST MONROE HIGH SCHOOL LOCATION. THIS COMMITMENT WITH THE OUACHITA PARISH SCHOOL BOARD WAS DESIGNED TO PROVIDE MEDICAL AND MENTAL HEALTHCARE TO STUDENTS WHO ARE LIMITED IN THEIR ABILITY TO ACCESS THE EXISTING HEALTHCARE SYSTEMS IN THE COMMUNITY. DURING 2012 THE FOUNDATION PROVIDED FUNDING OF 120,023 TO RISER MIDDLE SCHOOL AND 109,607 TO WEST MONROE HIGH SCHOOL. ON DECEMBER 31, 2009 THE FOUNDATION ENTERED INTO A TEN-YEAR AGREEMENT ENDING DECEMBER 31, 2018 WITH THE POLICE JURY TO PROVIDE TWO SCHOOL BASED HEALTH CENTERS IN EAST OUACHITA PARISH AT MARTIN LUTHER KING, JR. MIDDLE SCHOOL AND RICHWOOD HIGH SCHOOL. ST FRANCIS MEDICAL CENTER AGREED TO PARTNER WITH THE FOUNDATION AND POLICE JURY TO PROVIDE THE MEDICAL NEEDS AT THESE CLINICS. STUDENTS FROM MINNIE RUFFIN ELEMENTARY, BURG JONES LANE ELEMENTARY, JEFFERSON UPPER ELEMENTARY AND MARTIN LUTHER KING, JR MIDDLE SCHOOL WILL BE SERVED AT THE MARTIN LUTHER KING, JR. MIDDLE SCHOOL LOCATION. STUDENTS FROM SHADY GROVE ELEMENTARY, SWAYZE ELEMENTARY, ROBINSON ELEMENTARY AND RICHWOOD JUNIOR AND HIGH SCHOOLS WILL BE SERVED AT THE RICHWOOD HIGH LOCATION. UNDER THIS AGREEMENT THE FOUNDATION PROVIDED 15,000 TO EACH OF THE TWO LOCATIONS WHICH WILL BE MATCHED BY THE POLICE JURY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 306783 | Expense |
| Grants | 306783 | Grants |
| Description | GRANT PROGRAM - AWARDED GRANTS TO VARIOUS NONPROFIT CHARITABLE ORGANIZATIONS AND PUBLIC AGENCIES THAT PROVIDE HEALTH AND WELLNESS RELATED SERVICES IN THE DISTRICT AND IN THE COMMUNITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 26374 | Expense |
| Description | OTHER FOUNDATION INITIATIVES - ASSESSED HEALTH RELATED NEEDS AND IDENTIFIED PROGRAMS TO MEET HEALTH RELATED NEEDS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 682787 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERRY NOLAND | NamePerson |
| Telephone Number | 3183250483 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 JULIA STREET | AddressLine1 |
| City | WEST MONROE | City |
| State | LA | State |
| ZIP Code | 71291 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek |
|---|---|---|---|---|---|---|
| W BLAKE WHEELIS | ||||||
| BOARD MEMBER | X | X | 0 | 0 | 0 | |
| JOHN D CAMERON | ||||||
| BOARD MEMBER | X | X | 0 | 0 | 0 | |
| LEAH BILEY | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| DAVE N NORRIS | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| FLORENCETTA GIBSON | ||||||
| VC PROGRAMS/ | X | X | 0 | 0 | 0 | |
| JOHN SHEPARD | ||||||
| DISTRICT DIR | X | 0 | 0 | 0 | ||
| JULIAN JOHNSTON | ||||||
| CHAIR | X | X | 0 | 0 | 0 | |
| RICH BAILEY | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| CARL TURNER | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MISTIE P CAPLES | ||||||
| VC PLANNING/ | X | 0 | 0 | 0 | ||
| DEION HEMPHILL | ||||||
| VC FINANCE/I | X | 0 | 0 | 0 | ||
| LORI PEARCE | ||||||
| SEC/EXEC ASS | X | 19198 | 0 | 1315 | 20.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 19198 | TotalReportableCompFromOrg |
| Total Other Compensation | 1315 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 249 | AllOtherContributions |
| Total Contributions | 249 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1299116 | TotalRevenueColumn |
| Exclusion | $1,299,116 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75626809 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 76335757 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -708948 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -708948 | TotalRevenueColumn |
| Exclusion | -$708,948 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDS OF P/Y GRANTS TO ORGS | Description |
| Total Revenue Column | 19995 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19995 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19995 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 610412 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19995 | RelatedOrExemptFunctionIncome |
| Exclusion | $590,168 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 656413 | Total |
| Program Services | 656413 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20513 | Total |
| Management And General | 20513 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28576 | Total |
| Management And General | 28576 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833 | Total |
| Management And General | 833 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3564 | Total |
| Management And General | 3564 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9293 | Total |
| Management And General | 9293 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19114 | Total |
| Management And General | 19114 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99991 | Total |
| Management And General | 99991 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8642 | Total |
| Management And General | 8642 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662 | Total |
| Management And General | 662 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10962 | Total |
| Management And General | 10962 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4120 | Total |
| Management And General | 4120 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3600 | Total |
| Management And General | 3600 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1382 | Total |
| Management And General | 1382 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9645 | Total |
| Management And General | 9645 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11939 | Total |
| Management And General | 11939 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER PROGRAM EXPENSE | Description |
| Total | 26374 | Total |
| Program Services | 26374 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 915623 | Total |
| Program Services | 682787 | ProgramServices |
| Management And General | 232836 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13951 | BOY |
| EOY | 19211 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1379733 | BOY |
| EOY | 299504 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 310124 | BOY |
| EOY | 281254 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9217 | BOY |
| EOY | 9365 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 72167 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38404 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43408 | BOY |
| EOY | 33763 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47292850 | BOY |
| EOY | 47801385 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49049283 | BOY |
| EOY | 48444482 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170951 | BOY |
| EOY | 100555 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180394 | BOY |
| EOY | 134677 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351345 | BOY |
| EOY | 235232 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48697938 | BOY |
| EOY | 2009598 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 46199652 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48697938 | BOY |
| EOY | 48209250 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49049283 | BOY |
| EOY | 48444482 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -305211 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -183477 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL SERVICE DISTRICT 1 PARISH OF OUACHITA | BusinessNameLine1 |
| Business Name Line2 | STATE OF LOUISIANA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721194469 | EIN |
| Type Of Organization | 6 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13763 | OtherCostOrOtherBasis |
| Depreciation | 4129 | Depreciation |
| Book Value | 9634 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24005 | OtherCostOrOtherBasis |
| Depreciation | 16078 | Depreciation |
| Book Value | 7927 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34399 | OtherCostOrOtherBasis |
| Depreciation | 18197 | Depreciation |
| Book Value | 16202 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 33763 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 406940 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -183477 | NetUnrealizedGainsInvestments |
| Recoveries Of Prior Year Grants | -19995 | RecoveriesOfPriorYearGrants |
| Revenue Not Rptd F990 | -203472 | RevenueNotRptdF990 |
| Revenue Subtotal | 610412 | RevenueSubtotal |
| Total Revenue Per Form990 | 610412 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 895628 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 895628 | ExpensesSubtotal |
| Other Expenses Not Included | 19995 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 19995 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 915623 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | Identifier |
| Return Reference | SCHEDULE D, PAGE 4, PART XII, LINE 4B | ReturnReference |
| Explanation | REFUNDS OF P/Y GRANTS TO ORGS 19,995 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant | Business Name Line2RecipientNameBusiness/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST WEST COUNSELING CENTER | |||||||||
| 212 CYPRESS ST | WEST MONROE | LA | 71291 | 721491347 | 501C3 | 50000 | CASH | COUNSELING | |
| THE UNIVERSITY OF LOUISIANA AT | |||||||||
| 700 UNIVERSITY DRIVE | MONROE | LA | 71209 | 726001695 | GOV | 11700 | CASH | DENTAL CARE | MONROE |
| THE UNIVERSITY OF LOUISIANA AT | |||||||||
| 700 UNIVERSITY DRIVE | MONROE | LA | 71209 | 726001695 | GOV | 22598 | CASH | DENTAL CARE | MONROE |
| OUACHITA PARISH SCHOOL BOARD | |||||||||
| 100 BRY | MONROE | LA | 71201 | 726001066 | GOV | 349630 | CASH | SCHOOL HLTH CLINICS | |
| SEEKER SPRINGS MINISTRY | |||||||||
| 1280 OKALOOSA RD | EROS | LA | 71238 | 201084076 | 501C3 | 15000 | CASH | ADOLESCENT COUNSELG | |
| CHILDREN'S COALITION | |||||||||
| 1363 LOUISVILLE AVE | MONROE | LA | 71201 | 721502186 | 501C3 | 40410 | CASH | SAFE & HEALTY KIDS | |
| FAMILY PROMISE OF OUACHITA | |||||||||
| 8931 CYPRESS STREET | WEST MONROE | LA | 71291 | 261512079 | 501C3 | 45075 | CASH | HSNG HOMELESS FAM | |
| LTP MEDICAL MOBILE INC | |||||||||
| 310 W MISSISSIPPI AVE | RUSTON | LA | 71270 | 273764078 | 501C3 | 86000 | CASH | HEALTH HUT WELLNESS | |
| OUACHITA OUTREACH OF WEST MONROE | |||||||||
| 400 S 5TH STREET | WEST MONROE | LA | 71292 | 274573041 | 501C3 | 36000 | CASH | COMMUNITY CENTER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | EACH GRANT AGREEMENT REQUIRES A WRITTEN REPORT FROM THE GRANTEE TO THE FOUNDATION AT LEAST ONCE A YEAR AND UPON COMPLETION OF THE GRANT PROGRAM. THE FOUNDATION STAFF WILL FOLLOW PROGRESS OF ALL GRANTS AND REPORT RESULTS PERIODICALLY IN WRITING TO THE PROGRAMS/GRANT REVIEW COMMITTEE. AFTER REVIEWING THE REPORT, THE PRESIDENT/CEO MAY INITIATE AN INVESTIGATION OF THE GRANTEE IF, IN THE JUDGEMENT OF THE CEO, THE GRANT FUNDS ARE NOT BEING USED FOR THE SPECIFIC PURPOSES OF THE GRANT. REMEDIAL ACTIONS WILL BE REQUIRED FROM THE GRANTEE BY THE CEO DEPENDING ON THE CIRCUMSTANCES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION ADMINISTERED ACTIVITIES RELATED TO RENDERING CARE TO THE SICK AND INJURED OR IN THE PROMOTION OF HEALTH, COOPERATED WITH OTHER PUBLIC AND PRIVATE INSTITUTIONS AND AGENCIES ENGAGED IN PROVIDING HOSPITAL AND OTHER HEALTH CARE SERVICES TO RESIDENTS OF THE DISTRICT, AND PARTICIPATED IN ACTIVITIES DESIGNED AND CONDUCTED TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. THE FOUNDATION'S AREA OF SERVICE INCLUDED THE FOLLOWING EIGHT NORTHEASTERN LOUISIANA PARISHES: CALDWELL, FRANKLIN, JACKSON, LINCOLN, MOREHOUSE, OUACHITA, RICHLAND AND UNION. |
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | STUDENTS WHO ARE LIMITED IN THEIR ABILITY TO ACCESS THE EXISTING HEALTHCARE SYSTEMS IN THE COMMUNITY. DURING 2012 THE FOUNDATION PROVIDED FUNDING OF 120,023 TO RISER MIDDLE SCHOOL AND 109,607 TO WEST MONROE HIGH SCHOOL. ON DECEMBER 31, 2009 THE FOUNDATION ENTERED INTO A TEN-YEAR AGREEMENT ENDING DECEMBER 31, 2018 WITH THE POLICE JURY TO PROVIDE TWO SCHOOL BASED HEALTH CENTERS IN EAST OUACHITA PARISH AT MARTIN LUTHER KING, JR. MIDDLE SCHOOL AND RICHWOOD HIGH SCHOOL. ST FRANCIS MEDICAL CENTER AGREED TO PARTNER WITH THE FOUNDATION AND POLICE JURY TO PROVIDE THE MEDICAL NEEDS AT THESE CLINICS. STUDENTS FROM MINNIE RUFFIN ELEMENTARY, BURG JONES LANE ELEMENTARY, JEFFERSON UPPER ELEMENTARY AND MARTIN LUTHER KING, JR MIDDLE SCHOOL WILL BE SERVED AT THE MARTIN LUTHER KING, JR. MIDDLE SCHOOL LOCATION. STUDENTS FROM SHADY GROVE ELEMENTARY, SWAYZE ELEMENTARY, ROBINSON ELEMENTARY AND RICHWOOD JUNIOR AND HIGH SCHOOLS WILL BE SERVED AT THE RICHWOOD HIGH LOCATION. UNDER THIS AGREEMENT THE FOUNDATION PROVIDED 15,000 TO EACH OF THE TWO LOCATIONS WHICH WILL BE MATCHED BY THE POLICE JURY. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | THE FOUNDATION HAS ONE MEMBER, THE HOSPITAL SERVICE DISTRICT 1 OF THE PARISH OF OUACHITA STATE OF LOUISIANA |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE HOSPITAL SERVICE DISTRICT 1 PARISH OF OUACHITA STATE OF LOUISIANA SHALL BE ENTITLED TO ELECT TWO-THIRDS OF THE DIRECTORS AND THE POLICE JURY OF OUACHITA PARISH STATE OF LOUISIANA SHALL BE ENTITLED TO ELECT ONE-THIRD OF THE DIRECTORS. THE MEMBERS OF THE BOARD OF DIRECTORS MUST MEET THE REQUIREMENTS SET FORTH IN THE ARTICLES OF INCORPORATION OF LIVING WELL FOUNDATION. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | CERTAIN MATTERS AS LISTED IN THE BY-LAWS OF LIVING WELL FOUNDATION REQUIRE APPROVAL OF THE BOARD OF COMMISSIONERS OF HOSPITAL DISTRICT 1 PARISH OF OUACHITA STATE OF LOUISIANA. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE 990 GOES TO THE FINANCE COMMITTEE WHICH REVIEWS THE TAX RETURN AND THEN THE 990 IS CIRCULATED TO THE BOARD OF DIRECTORS. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | BEFORE PERSONS BECOME BOARD MEMBERS,THEY ARE PRESENTED WITH THE CONFLICT OF INTEREST POLICY WITH WHICH THEY ARE EXPECTED TO COMPLY. AFTER BECOMING BOARD MEMBERS THEY ARE EXPECTED TO NOTIFY THE BOARD OF ANY CONFLICTS OF INTEREST THAT MAY ARISE. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | IN DETERMINING THE COMPENSATION FOR THE CEO, THE PLANNING/OPERATIONS COMMITTEE INCLUDES COMPARABILITY DATA, A REVIEW AND APPROVAL BY INDEPENDENT PERSONS AND SUBSTANTIATION OF THE DELIBERATION AND DECISIONS MADE. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | IN DETERMINING THE COMPENSATION FOR THE CEO, THE PLANNING/OPERATIONS COMMITTEE INCLUDES COMPARABILITY DATA, A REVIEW AND APPROVAL BY INDEPENDENT PERSONS AND SUBSTANTIATION OF THE DELIBERATION AND DECISIONS MADE. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | LIVING WELL FOUNDATION FURNISHES THE ARTICLES OF INCORPORATION BYLAWS, GRANT MAKING GUIDELINES, MINUTES OF ALL MEETINGS, BUDGETS FINANCIAL STATEMENTS AND OTHER INFORMATION ON THE ORGANIZATION WEBSITE WWW.LIVINGWELLFOUNDATION.NET |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | RECOVERIES OF PRIOR YEAR GRANTS -19,995 REFUNDS OF P/Y GRANTS TO ORGS 19,995 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPITAL SERVICE DISTRICT 1 | BusinessNameLine1 |
| Business Name Line2 | PARISH OF OUACHITA ST OF LOUISIANA | BusinessNameLine2 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3215 CYPRESS STREET | AddressLine1 |
| City | WEST MONROE | City |
| State | LA | State |
| ZIP Code | 71291 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721194469 | EIN |
| Primary Activities | GOVERNMENT | PrimaryActivities |
| Legal Domicile State | LA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPPJ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |