2013-08-07T14:15:48-07:00 2012-12-31 DARNALL SIKES GARDES & FREDERICK CPAS P O Box 2517 Lafayette LA 705022517 990 2012-01-01 720513639 UNITED WAY OF ACADIANA INC UNIT 3372338302 PO BOX 52033 LAFAYETTE LA 70505 MARGARET TRAHAN 2013-08-07 true CHRIS MILLER CPA CVA P00548016 3372323312 2012 2016-02-24 21:20:13Z MARGARET TRAHAN 108 WINSLOW BLVD LAFAYETTE LA 70508 6214317 false false X WWW.UNITEDWAYOFACADIANA.ORG X 1949 LA United Way of Acadiana is working to build a strong Acadiana and advance the common good by mobilizing our communities to improve peoples lives by focusing on the building blocks of good life: Essentials, Education, and Earnings. 29 29 73 2548 0 4639268 5799216 0 3552 65908 200089 235500 4842909 6100624 1832255 1468798 0 1660164 2228215 0 591974 1159254 2635197 4651673 6332210 191236 -231586 8110156 7853028 1404554 1233859 6705602 6619169 X United Way of Acadiana advances the common good by creating opportunities for a better life for all. Our focus is on education, earnings, and essentials, the building blocks for a good quality of life. We recruit the people and organizations from across the community who bring the passion, expertise and resources needed to get things done. false false 3153029 1468798 1303766 In 2012, United Way of Acadiana granted over $1.4 million dollars to 26 community organizations to support a total of 42 programs and initiatives in the form of PACT grants in support of education, earnings and essential strategies. These programs reached approximately 300,000 people. United Way of Acadiana is working to increase the number of young people who graduate from high school on time; to help hard working, low-income families become more financially stable by building and sustaining appreciating assets; and to help residents meet their basic needs after temporary financial setbacks or wide-scale disaster. To meet our goal for education we are working to help families prepare their children to enter kindergarten ready to learn and succeed. Born Learning, an early childhood development campaign, is based on the idea that parents are a childs first teacher and that learning starts long before the first day of school. The program uses a combination of media messages & educational materials to show parents and caregivers how to turn everyday moments into learning opportunities. In 2012, we provided 39,500 information packets to parents. In addition, there are 11 Born Learning trails in public parks throughout our service area. Because babies born healthy are more likely to reach their developmental milestones on time, we partnered with the Louisiana office of public health to provide prenatal support to young women & teens in their first pregnancies through the Nurse-Family Partnership. Registered nurses make home visits to provide education; guidance and support until the childs second birthday. In 2012, 90 women participated in the program. Dolly Partons Imagination Library (DPIL) provides a new, age-appropriate book each month to enrolled children up to 5 years of age. There is no cost to the family to participate in this program. Research shows that the best way to help children learn to read is to simply read to them; yet most homes in poverty have on average 4 books or less. DPIL helps families give their children an environment that is rich in educational experiences and encourages parents to spend time reading with their children. As of December 2012, over 10,000 children have been served through DPIL. In 2012, the cost of books for this program of $156,116; are included in printing and publication expense in part ix, line 24(d).To help more students read on grade level by 3rd grade, we launched United Way Readers in October 2011. The program pairs struggling readers in the 1st & 2nd grades with trained volunteer tutors who provide a minimum of 30 minutes of additional reading practice at least once a week. During the 2012-2013 school year volunteer tutors spent over 1300 hours helping 449 students improve their reading skill at schools in Lafayette, St. Martin, & Acadia Parishes. Earn It! Keep It! Save It! (EKS) helps individuals & families become more economically secure by helping them increase their income, improve their financial skills, and develop savings plans to purchase appreciating assets. The first phase of EKS focuses on increasing awareness of the Earned Income Credit (EIC) and increasing access to free Volunteer Income Tax Assistance (VITA). In 2012, the 12 VITA sites which we partnered helped 1,030 people claim $1.96 Million in EIC. We also worked with the Workforce Investment Board to offer financial literacy education. Since the start of this project, 410 individuals took part in trainings. Of those, 200 reported opening checking or savings accounts. UWA distributes FamilyWize discounted prescription cards for medications not covered by insurance, Medicaid, Medicare or other benefit plans. The FamilyWize card is accepted at most pharmacies in our service area and can be used by anyone free of charge that does not have health insurance or prescription benefits coverage. UWA received grants to assist 165 fisherman affected by the BP Oil Spill to speed up their economic recovery providing $649,211 in direct assistance. 1455985 1480476 Through a federal grant, the United Way of Acadiana operates an Early Head Start program. This program serves 103 families with children from birth to three years of age and pregnant women residing in Vermilion Parish and Lafayette Parish, with the emphasis on the 70501 zip code area. The project provides high-quality early childhood education and intellectual development through both home and center based services. The program also assists parents to fulfill their parental role and to move toward self-sufficiency. In 2012, salaries of $764,370 and other payroll related expenses of $193,572 were included in these costs to operate two quality early childhood education centers. 390781 268903 The vision for United Way of Acadiana is to build a strong Acadiana and advance the common good by mobilizing communities to improve peoples lives. The Volunteer Mobilization Team is integral to our mission Volunteers, Resources, and Solutions - and is the primary conduit for civic engagement and selflessly giving back to the community. The Volunteer Mobilization Team connects volunteers to available opportunities, and strives to align those opportunities with UWAs community impact issue areas. The Volunteer Mobilization Team maintains a base of active volunteers who can respond quickly and effectively to community-wide disasters. In 2012, 2548 people participated in direct volunteer opportunities, providing over 9348 hours of service at an estimated value of over $203,692. Our Multi-tenant facility is also made available at no charge for meetings by other non-profits and is used for storage throughout the year for items used in collaboration with other partners for disaster recovery, educational materials, and building supplies. It allows non-profits to develop their own capacity to work within our main focus areas of education, earnings, and essentials through occupancy support below market rates. In 2012, UWA tenants were Lafayette Parish Public Library, Habitat for Humanity Restore, and Second Harvest Food Bank of New Orleans and Acadiana, 306585 227153 5306380 true true false false false false false false false true true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false false true 6 0 true 73 true false false false false false false false false 0 false false false false false false false false false false X 29 29 false false false false false false false true true false false true true true true true true true true false LA X X LORI PETRIE 3377061229 215 E PINHOOK ROAD LAFAYETTE LA 70501 JOHN W WRIGHT 3.00 0.00 X X 0 0 0 PATRICK WILLIAMS 1.00 0.00 X 0 0 0 DONNA LANDRY 3.00 0.00 X X 0 0 0 JERRY VASCOCU 3.00 0.00 X X 0 0 0 KENNY MAGGARD 1.00 0.00 X 0 0 0 MICHAEL WACK 1.00 0.00 X 0 0 0 SHAWN WILSON 1.00 0.00 X 0 0 0 JAY JACKSON 1.00 0.00 X 0 0 0 PAULA MONTGOMERY 1.00 0.00 X 0 0 0 DR EDDIE C PALMER 1.00 0.00 X 0 0 0 GUY CORMIER 1.00 0.00 X 0 0 0 IAN MACDONALD 3.00 0.00 X X 0 0 0 BENTLY C SENEGAL 1.00 0.00 X 0 0 0 R HAMILTON DAVIS 3.00 0.00 X X 0 0 0 GWEN LEWIS 1.00 0.00 X 0 0 0 SALLY B HERPIN 1.00 0.00 X 0 0 0 WILLIAM BARROW 10.00 0.00 X X 0 0 0 SCOTT DOMINGUE 1.00 0.00 X 0 0 0 JERRY CALLIER 1.00 0.00 X 0 0 0 DAVID H WELCH 3.00 0.00 X X 0 0 0 ANN HARDY 1.00 0.00 X 0 0 0 BENJAMIN J BERTHELOT 3.00 0.00 X X 0 0 0 KATHERINE HEBERT 1.00 0.00 X 0 0 0 EDWARD S HEBERT 1.00 0.00 X 0 0 0 ISABELLA DELAHOUSSAYE 1.00 0.00 X 0 0 0 DR KENNETH E BROWN MD 1.00 0.00 X 0 0 0 ROBBIE BUSH 1.00 0.00 X 0 0 0 ROBERT EDDY 3.00 0.00 X X 0 0 0 ANGELA D COLE 1.00 0.00 X 0 0 0 LORI PETRIE 50.00 0.00 X 55718 0 8814 MARGARET TRAHAN 60.00 0.00 X 103198 0 10745 MARGARETTE DERISE 40.00 0.00 X 32885 0 3394 SARAH BERTHELOT 40.00 0.00 X 67405 0 8527 259206 31480 1 false false false 0 2780731 3018485 152215 5799216 0 35928 35928 0 0 235500 235500 235500 235500 143673 113693 29980 29980 29980 0 0 0 0 6100624 301408 X 1468798 1468798 0 0 0 290686 183132 31975 75579 0 1523218 1102627 167916 252675 0 270118 199706 31613 38799 144193 102885 15744 25564 0 0 90023 50665 39358 0 0 0 0 35047 33674 1373 0 0 0 0 61243 46485 4306 10452 0 25692 16959 4791 3942 0 31995 31995 102087 88964 7720 5403 78971 53598 21844 3529 CHILDCARE SUPPLIES 152696 152696 Printing and Publications 186361 167498 5153 13710 CONTRACT LABOR 417997 396990 6457 14550 DIRECT ASSISTANCE 649211 649211 803874 560497 96979 146398 6332210 5306380 433856 591974 27596 7475 1073100 812533 2643245 2555402 0 0 0 16178 56615 0 76327 19818 3841983 536453 3272023 3305530 1001687 1095655 0 0 0 0 8110156 7853028 451874 244370 952680 989489 1404554 1233859 X 3268453 3569555 1463395 971517 1973754 2078097 6705602 6619169 8110156 7853028 X -231586 42428 102725 X false true X true true true X 3707831 3741075 4090540 4639268 5973473 22152187 0 0 3707831 3741075 4090540 4639268 5973473 22152187 1096858 21055329 270887 270050 221120 236849 271428 1270334 0 0 23422521 0.89890 0.90370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1001687 350 93618 1095655 975577 379 25731 1001687 820097 55245 108714 8479 975577 679496 5543 135058 820097 821950 5895 -148349 679496 0.65000 0.35000 false false false 585000 585000 3020816 300671 2720145 236167 235782 385 3305530 GRANTS PAYABLE 103473 DONOR DESIGNATIONS PAYABLE 886016 989489 6317309 42428 174257 216685 6100624 6100624 6506467 174257 174257 6332210 6332210 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT NEWLY EMERGING PROGRAMS TO FILL GAPS IN SERVICES, FUND EXTERNAL COMMUNITY PROGRAMS AND AUGMENT INTERNAL OPERATIONS. true VITA 905 JEFFERSON STREET SUITE 404 LAFAYETTE LA 70501 720954229 501(c)(3) 94600 0 ADULT BASIC LITERACY VERMILION PARISH PUB SCHOOL 220 JEFFERSON STREET ABBEVILE LA 70510 726001434 501(c)(3) 25000 0 EDUCATION ST MARTIN PARISH SCHO 305 WASHINGTON STREET ST MARTINVILLE LA 70582 726001274 501(c)(3) 30000 0 ACCESS TO CARE SECOND HARVEST FOOD BANK 700 EDWARDS AVENUE NEW ORLEANS LA 70123 720956768 501(c)(3) 55000 0 feeding the needy ROSS ELEMENTARY 1809 W HUTCHINSON AVE CROWLEY LA 70526 726000009 501(C)(3) 8941 0 EDUCATION MARTIN PETITJEAN ELEM 4039 CROWLEY RAYNE HWY RAYNE LA 70578 726000009 501(c)(3) 11140 0 EDUCATION LAFAYETTE COUNCIL ON AGING 160 INDUSTRIAL PKWY LAFAYETTE LA 70508 720649877 501(c)(3) 10000 0 HOME DELIVERED MEALS LAFAYETTE COMMUNITY HEALTH CARE CLINIC 1317 JEFFERSON STREET LAFAYETTE LA 70501 721221982 501(c)(3) 124400 0 COMMUNITY PHARMACY LAFAYETTE CATHOLIC SERVICES PO BOX 3177 LAFAYETTE LA 70502 720977497 501(c)(3) 105750 0 HOMELESS MEALS/SHELTER JUNIOR ACHIEVEMENT OF ACADIANA PO BOX 52148 LAFAYETTE LA 70505 841267604 501(c)(3) 20000 0 educating, workforce readiness HEARTS OF HOPE 911 GENERAL MOUTON AVE LAFAYETTE LA 70501 721321800 501(c)(3) 56100 0 INTERVENTION ED GIRL SCOUTS PINES TO THE GULF 1720 KALISTE SALOOM RD C-1 LAFAYETTE LA 70508 720488660 501(c)(3) 38300 0 GIRL SCOUT TROOP PROGRAM FOOD NET PO BOX 53997 LAFAYETTE LA 70505 581990111 501(c)(3) 11000 0 FOOD FOR FAMILIES FAMILY TREE PO BOX 2386 LAFAYETTE LA 70502 720879405 501(c)(3) 73900 0 COUNSELING & EDUCATON PROGRAM FAMILY SERVICE DIVISION 300 Iberia St Suite 200 New Iberia LA 70560 721112483 501(c)(3) 63200 0 COUNCILING FOR ED FAITH HOUSE PO BOX 93145 LAFAYETTE LA 70509 720910067 501(c)(3) 105367 0 SHELTER PROGRAM BOYS AND GIRLS CLUB OF ACADIANA PO BOX 62166 LAFAYETTE LA 70596 720940072 501(c)(3) 144400 0 EDUCATION, CAREER, HEALTH, LIFE BIG BROTHER BIG SISTER 123 E MAIN STREET LAFAYETTE LA 70501 581634741 501(c)(3) 84100 0 COMMUNITY AND SCHOOL MENTORING AMERICAN RED CROSS - ACADIANA PO BOX 62419 LAFAYETTE LA 70593 720460818 501(c)(3) 190000 0 DISASTER SERVICES ACADIANA SYMPHONY ASSOCIATION 412 TRAVIS STREET LAFAYETTE LA 70503 581698703 501(c)(3) 20400 0 EDUCATION 232-HELP CONTRACT PO BOX 52763 LAFAYETTE LA 70505 720628109 501(c)(3) 175000 0 ENHANCED I & R SERVICES 21 0 Grantmaker's Description of How Grants are Used ALL FUNDED AGENICES COMPLETE A QUARTERLY PERFORMANCE REPORT AND END OF YEAR FINAL GRANT REPORT. THE REPORT INCLUDES INFORMATION TO TRACK PROGRAM INPUTS, ACTIVITIES, OUTPUTS AND OUTCOMES ACHIEVED. THE FUNDED AGENCY MUST EXPEND FUNDS IN ACCORDANCE WITH THE TERMS SET FORTH IN THE UWA APPROVED PROGRAM BUDGET. THE FUNDS MAY NOT BE EXPENDED FOR ANY OTHER PURPOSE WITHOUT PRIOR WRITTEN APPROVAL BY UWA. THE FUNDED AGENCY MUST PROVIDE PROOF OF 501C3 STATUS, IF APPLICABLE, AN IRS FORM 990, AGENCY BY-LAWS, FINANCIAL AUDITS AND MANAGEMENT LETTERS, BOARD MINUTES AND ACCREDITATION CERTIFICATIONS. X 26491 SELLING PRICE X 31023 SELLING PRICE X 1 375 SELLING PRICE X TOYS 1 500 SELLING PRICE X OFFICE SUPPLIES 1 583 SELLING PRICE X BLINDS 1 1436 SELLING PRICE X FLOORING 1 5320 SELLING PRICE X COMPUTERS AND FURNITURE 1 2377 SELLING PRICE X DONATED MEDIA 1 54125 SELLING PRICE X DIAPERS 1 29985 SELLING PRICE false false false Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases ADJUSTMENT OF ALLOWANCE OF UNCOLLECTIBLE PLEDGE RECEIVABLES = $102725 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses UTILITIES: Column (A) - Total = $66751; Column (B) - Program Services = $66751; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses TELEPHONE: Column (A) - Total = $31959; Column (B) - Program Services = $26732; Column (C) - Management & General = $1528; Column (D) - Fundraising = $3699 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses SUPPLIES: Column (A) - Total = $77281; Column (B) - Program Services = $59953; Column (C) - Management & General = $7993; Column (D) - Fundraising = $9335 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses REPAIRS AND MAINTENANCE: Column (A) - Total = $119840; Column (B) - Program Services = $88810; Column (C) - Management & General = $26380; Column (D) - Fundraising = $4650 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses Postage and Shipping: Column (A) - Total = $13676; Column (B) - Program Services = $3062; Column (C) - Management & General = $9085; Column (D) - Fundraising = $1529 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses OCCUPANCY EXPENSE: Column (A) - Total = $0; Column (B) - Program Services = $-42036; Column (C) - Management & General = $21816; Column (D) - Fundraising = $20220 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses MISCELLANEOUS: Column (A) - Total = $87942; Column (B) - Program Services = $56674; Column (C) - Management & General = $13618; Column (D) - Fundraising = $17650 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses MATERIAL ASSISTANCE: Column (A) - Total = $151576; Column (B) - Program Services = $151576; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses IN KIND DONATIONS: Column (A) - Total = $152214; Column (B) - Program Services = $97289; Column (C) - Management & General = $800; Column (D) - Fundraising = $54125 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses EVENT EXPENSE: Column (A) - Total = $55013; Column (B) - Program Services = $9693; Column (C) - Management & General = $10393; Column (D) - Fundraising = $34927 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses EQUIPMENT: Column (A) - Total = $19674; Column (B) - Program Services = $19674; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses DUES & SUBSCRIPTIONS: Column (A) - Total = $27948; Column (B) - Program Services = $22319; Column (C) - Management & General = $5366; Column (D) - Fundraising = $263 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available United Way of Acadiana makes available for public viewing, upon request, financial documentation that may include but is not limited to, Articles of Incorporation, Form 990, all policies and procedures, and audited financial statements. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The process for determining compensation for Key Employees as reported in Part VII includes an initial review and approval by the Executive Committee. The Executive Committee presents a recommendation to the Board of Directors for review and approval. The compensation level for the Key Employees is based on comparison to the salary range for position of similar responsibilities within the United Way Worldwide network. The review and approval processes are documented through committee and Board meeting minutes. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Annually, all policies are reviewed and revised. Board members are briefed on status of compliance with each policy. Board members are mandated to excuse themselves from any action where a conflict may arise. Such action is documented in the minutes of the meeting. Board members annually submit a disclosure form regarding conflict of interest. These disclosure forms are kept on file. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process SECTION A. GOVERNING BODY AND MANAGEMENTThe Executive Committee consists of the officers of the Board of Directors. The Executive Committee has and exercises all the powers of the Board of Directors subject to such limitations as the law of the state of Louisiana or resolutions that the Board of Directors may impose, and has the power to affix the seal of the corporation to all papers requiring it. The chairman of the Board serves as the chairperson of the Executive Committee. The Executive Committee has the power to make rules and regulations for the conduct of its business. Regular minutes of its proceeds are kept and reported to the Board of Directors. In matters requiring immediate action, the Executive Committee may act on behalf of the Board of Directors, except to amend bylaws; adopt a plan of merger of consolidation; sell, lease, exchange, mortgage, pledge or make any other disposition of any of the property and assets of the organization. The Executive Committees responsibilities include submitting recommendations for Board actions regarding the management and administration of the affairs of the organization, recommendations for Board action on the United Ways internal budget, and recommendations for Board action on the employment of the President. Section B. Review ProcessThe annual audit report and Form 990 is presented to the United Way Audit Committee for review and approval prior to presentation to the Board of Directors. The Audit Committee Chairman presents the Audit Committee report to the Board for approval. The review and approval process are documented through both Audit Committee and Board minutes. Form 990, Part III, Line 4d Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: The vision for United Way of Acadiana is to build a strong Acadiana and advance the common good by mobilizing communities to improve peoples lives. The Volunteer Mobilization Team is integral to our mission Volunteers, Resources, and Solutions - and is the primary conduit for civic engagement and selflessly giving back to the community. The Volunteer Mobilization Team connects volunteers to available opportunities, and strives to align those opportunities with UWAs community impact issue areas. The Volunteer Mobilization Team maintains a base of active volunteers who can respond quickly and effectively to community-wide disasters. In 2012, 2548 people participated in direct volunteer opportunities, providing over 9348 hours of service at an estimated value of over $203,692. Our Multi-tenant facility is also made available at no charge for meetings by other non-profits and is used for storage throughout the year for items used in collaboration with other partners for disaster recovery, educational materials, and building supplies. It allows non-profits to develop their own capacity to work within our main focus areas of education, earnings, and essentials through occupancy support below market rates. In 2012, UWA tenants were Lafayette Parish Public Library, Habitat for Humanity Restore, and Second Harvest Food Bank of New Orleans and Acadiana,