2023-11-13T11:15:20-06:00 2022-12-31 135565207 KPMG LLP 301 MAIN STREET SUITE 2150 BATON ROUGE LA 70801 990 2022-01-01 452478986 EMPLOYEE ASSISTANCE FOUNDATION EMPL 2253876126 100 NORTH STREET SUITE 900 BATON ROUGE LA 70802 CHRIS MEYER PRESIDENT 2253876126 2023-11-13 1 CHRIS MEYER 999009999 0 RYAN HOOKS P00746825 2253444000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS MEYER 100 NORTH STREET SUITE 900 BATON ROUGE LA 70802 3736955 0 X WWW.EMPLOYEES1ST.ORG X 2011 LA TO PROVIDE DISASTER RELIEF AND EMERGENCY ASSISTANCE PROGRAMS. 4 0 0 4 0 0 10601302 3694843 0 0 1926 42112 0 0 10603228 3736955 5927147 2238270 0 0 0 0 0 0 0 735768 429071 6662915 2667341 3940313 1069614 4235171 5140864 295006 131082 3940165 5009782 X TO EFFICIENTLY AND COMPASSIONATELY PROVIDE A FULL SUITE OF DISASTER RELIEF AND EMERGENCY ASSISTANCE PROGRAMS TO ORGANIZATIONS FOR THE BENEFIT OF THEIR PRESENT AND FUTURE EMPLOYEES AND ELIGIBLE DEPENDENTS. IN DOING SO, EMPLOYERS ALLOW EMPLOYEES TO HELP THEMSELVES AND EACH OTHER DURING TIMES OF ECONOMIC HARDSHIP AND BENEFIT FROM A WORKFORCE THAT FEELS SUPPORTED IN TIMES OF CRISIS. 0 0 2500322 2238270 TO PROVIDE DISASTER RELIEF AND EMERGENCY ASSISTANCE PROGRAMS. THE ORGANIZATION PROVIDED PATIENT ASSISTANCE TO 561 PEOPLE AND EMPLOYEE ASSISTANCE TO 1,035 PEOPLE DURING 2022. 2500322 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X EMPLOYEE ASSISTANCE FOUNDATION 2253876126 100 NORTH STREET SUITE 900 BATON ROUGE LA 70802 JOHN G DAVIES PRESIDENT THRU 02/2022 5.00 35.00 X X 0 689899 36621 JOHN M SPAIN VICE PRESIDENT 1.00 45.00 X X 0 418395 51225 EDMUND J GIERING IV SECRETARY 5.00 40.00 X X 0 211328 74771 DEBORAH PICKELL TREASURER 5.00 45.00 X X 0 238440 59978 CHRISTOPHER JOHN MEYER PRESIDENT 5.00 35.00 X X 0 434790 25208 0 1992852 247803 0 0 1 0 0 3694843 3694843 42112 42112 3736955 0 0 42112 105681 105681 2132589 2132589 361710 242550 119160 26339 26339 11564 10255 1309 15387 15387 369 369 BANK FEES 13702 9247 4455 2667341 2500322 167019 0 306025 455437 3904324 4638388 24822 47039 4235171 5140864 295006 131082 295006 131082 X 19867 4859 3920298 5004923 3940165 5009782 4235171 5140864 1069614 3 0 X 0 1 X 1 0 X X 1 BATON ROUGE AREA FOUNDATION 726030391 7 1 0 2238270 1 0 2238270 10601302 3694843 14296145 10601302 3694843 14296145 2427778 11868367 2479 42112 44591 14340736 0.82760 0.54990 X 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3953964 2 217007 217009 3736955 0 3736955 2884348 217007 217007 2667341 0 2667341 PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINITY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, EAF MAY RECOGNIZE THE TAX BENEFITS FROM UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEAR ENDED DECEMBER 31, 2022. 1 SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 010679337 501(C)(3) 94518 0 GENERAL SUPPORT GENERAL SUPPORT UNITED WAY OF SOUTHWEST LOUISIANA INC 815 RYAN STREET LAKE CHARLES LA 70601 720456901 501(C)(3) 11163 0 GENERAL SUPPORT TO ASSIST LADOTD EMPLOYEES AFFECTED BY HURRICANE LAURA 2 PATIENT ASSISTANCE 561 553235 EMPLOYEES 1ST ASSISTANCE 1035 1579354 0 1 0 0 0 0 0 0 0 JOHN G DAVIES PRESIDENT THRU 02/2022 0 255463 0 0 0 434436 0 16294 0 20327 0 726520 0 0 JOHN M SPAIN VICE PRESIDENT 0 379135 0 0 0 39260 0 37675 0 13550 0 469620 0 0 CHRISTOPHER JOHN MEYER PRESIDENT 0 337540 0 86250 0 11000 0 0 0 25208 0 459998 0 0 DEBORAH PICKELL TREASURER 0 213066 0 0 0 25374 0 48790 0 11188 0 298418 0 0 EDMUND J GIERING IV SECRETARY 0 184692 0 0 0 26636 0 45459 0 29312 0 286099 0 0 PART I LINE 3 A RELATED TAX EXEMPT ORGANIZATION DETERMINES THE COMPENSATION OF AND PAYS THE PRESIDENT. THE RELATED ORGANIZATION'S BOARD CHAIR PREPARES AND DISTRIBUTES A CEO SURVEY TO ALL OF THE CURRENT BOARD MEMBERS OF THE RELATED ORGANIZATION. THE CHAIR COLLECTS THE COMPLETED SURVEYS AND PREPARES AN ANONYMOUS SUMMARY OF THE RESULTS. THE RELATED ORGANIZATION'S INDEPENDENT COMPENSATION COMMITTEE REVIEWS THE RESULTS AND USES THEIR KNOWLEDGE OF COMPARABLE DATA FROM SIMILAR FOUNDATION PEERS AND STANDARDS FROM SIMILAR POSITIONS WITHIN THE BATON ROUGE COMMUNITY TO DETERMINE THE CEO SALARY FOR THE NEXT YEAR. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE RELATED ORGANIZATION'S BOARD FOR THE CEO'S SALARY. THE BOARD APPROVES THE CEO'S SALARY AND DOCUMENTS THE PROCESS. PART I LINE 4B JOHN DAVIES PARTICIPATES IN A RELATED ORGANIZATION'S IRC SECTION 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN IS DESIGNED TO PROVIDE A RETIREMENT SUPPLEMENT FOR EXECUTIVE PARTICIPANTS. JOHN DAVIES RECEIVED A $421,419 DISTRIBUTION FROM THE PLAN DURING THE TAX YEAR. EDMUND GIERING AND DEBORAH PICKELL PARTICIPATE IN AN IRC SECTION 457(F) DEFERRED COMPENSATION PLAN AS A RESULT OF HIS/HER EMPLOYEMENT WITH A RELATED ORGANIZATION. THE PLAN IS DESIGNED TO PROVIDE A RETIREMENT SUPPLEMENT FOR EXECUTIVE PARTICIPANTS. THEY EARN 20% GROSS SALARY PER YEAR. THE BALANCE ACCUMULATED IN THE PLAN IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. NO DISTRIBUTIONS WERE RECEIVED FROM THE PLAN IN THE CURRENT YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF BATON ROUGE AREA FOUNDATION, AS THE SUPPORTED ORGANIZATION, APPOINTS 100% OF THE BOARD MEMBERS OF THE EMPLOYEE ASSISTANCE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B AFTER PREPARATION BY KPMG LLP, MANAGEMENT REVIEWS THE FORM 990. PRIOR TO FILING THE FORM 990, EACH BOARD MEMBER AND OFFICER IS GIVEN THE FORM 990 INCLUDING REQUIRED SCHEDULES FOR REVIEW AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO COMPLETE A DISCLOSURE STATEMENT ANNUALLY. THE DISCLOSURE OBLIGATION IS CONTINUING AND DIRECTORS ARE REQUIRED TO UPDATE THE RESPECTIVE DISCLOSURE IF A CONFLICT OR THE APPEARANCE OF A CONFLICT ARISES PRIOR TO THE NEXT REPORTING PERIOD. DISCLOSURES (AND SUBSEQUENT DISCLOSURES) ARE INITIALLY REVIEWED BY GENERAL COUNSEL; IF POTENTIAL CONFLICTS ARE PRESENT, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTERST IS DISCUSSED AND VOTED UPON. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE FORM 990 AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990 PART VI LINE 15A THE EMPLOYEE ASSISTANCE FOUNDATION DOES NOT HAVE ANY EMPLOYEES, THUS ITS PROCESS FOR DETERMINING COMPENSATION DOES NOT INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. 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