2023-11-15T14:42:57-06:00 2022-12-31 721396621 CARR RIGGS & INGRAM LLC 1000 E PRESTON AVE STE 200 SHREVEPORT LA 71105 990 2022-01-01 720503930 UNITED WAY OF NORTHWEST LOUISIANA UNIT 3186772504 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 LATORIA W THOMAS PRESIDENT & CEO 3186772504 2023-11-15 1 LATORIA THOMAS 999009999 0 PAMELA G PERKINS CPA P01006677 3182222222 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LATORIA W THOMAS 820 JORDAN STREET SUITE 370 SHREVEPORT LA 71101 2089392 0 X WWW.UNITEDWAYNWLA.ORG X 1921 LA UNITED WAY OF NORTHWEST LOUISIANA FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY, AND ESSENTIAL NEEDS OF EVERY PERSON IN OUR COMMUNITY. 21 21 19 2000 0 0 2191793 2053971 0 0 23098 11612 105726 23809 2320617 2089392 118308 101843 0 0 1005788 962946 0 0 260543 1119619 966016 2243715 2030805 76902 58587 1320266 1396581 270957 327204 1049309 1069377 UNITED WAY OF NORTHWEST LOUISIANA FIGHTS FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY, AND ESSENTIAL NEEDS OF EVERY PERSON IN OUR COMMUNITY. 0 0 260543 101843 786876 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. 1349503 884275 OTHER SIGNIFICANT PROGRAMS INCLUDE: DAY OF CARING; DAYS OF SERVICE; FAMILY WIZE; BANK ON NWLA; DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM; VOLUNTEER INCOME TAX ASSISTANCE; MY FREE TAXES; 211; THE SIGHTS AND SOUNDS PROGRAM; RED RIVER PARISH BACK TO SCHOOL BASH; EXIT 318; AND FINANCIAL EMPOWERMENT CENTER 1610046 1 1 0 0 0 1 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 X 21 21 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 X JOHN TUGGLE VICE CHAIR 1.50 X X 0 0 0 DON L OLSON TREASURER 1.50 X X 0 0 0 DARRIN DIXON CHAIRPERSON 1.50 X X 0 0 0 LATORIA THOMAS CEO/SECRETARY 40.00 X X 0 0 0 KATINA BRUCE DIRECTOR 1.50 X 0 0 0 JONI CLAVILLE MD DIRECTOR 1.50 X 0 0 0 RODNEY ELLIS DIRECTOR 1.50 X 0 0 0 WESLEY GARCIA DIRECTOR 1.50 X 0 0 0 LYNDON JOHNSON DIRECTOR 1.50 X 0 0 0 WAYNE LANCASTER DIRECTOR 1.50 X 0 0 0 PAIGE LAYSONE DIRECTOR 1.50 X 0 0 0 AMANDA NOTTINGHAM DIRECTOR 1.50 X 0 0 0 THOMAS O'BRIEN DIRECTOR 1.50 X 0 0 0 JOHN DAVID PERSON DIRECTOR 1.50 X 0 0 0 PHILLIP MICHAEL SMART DIRECTOR 1.50 X 0 0 0 RON CHRISTOPHER STAMPS DIRECTOR 1.50 X 0 0 0 TONI TYNER DIRECTOR 1.50 X 0 0 0 PATRICIA VINES DIRECTOR 1.50 X 0 0 0 MARY WEBBER DIRECTOR 1.50 X 0 0 0 TIA WHITE DIRECTOR 1.50 X 0 0 0 KEITH CARTER DIRECTOR 1.50 X 0 0 0 STORMY GAGE-WATTS DIRECTOR 1.50 X 0 0 0 0 0 0 0 0 0 0 0 2053971 73099 2053971 4662 4662 6950 0 6950 6950 6950 10645 0 10645 10645 MISCELLANEOUS 900099 13164 13164 13164 2089392 13164 0 22257 101843 101843 772961 610233 40682 122046 45898 36235 2416 7247 83964 66288 4419 13257 60123 47466 3164 9493 105110 20407 64087 20616 18337 18028 63 246 8613 5824 607 2182 84666 66842 4456 13368 21355 16134 2343 2878 26453 26453 6477 5113 341 1023 22472 2905 19567 UNITED WAY PROGRAMS 507939 507939 PRINTING 60852 27934 577 32341 DUES AND SUBSCRIPTION 34811 18956 1981 13874 EQUIPMENT RENT AND MAIN 20112 7953 5694 6465 48819 23493 9819 15507 2030805 1610046 160216 260543 141337 76964 203389 116265 548947 833019 8931 0 60825 37862 29440 22963 388222 347370 1320266 1396581 87716 76143 183241 251061 270957 327204 X 1049309 1069377 1049309 1069377 1320266 1396581 58587 -38519 0 X X 0 0 0 X 1805645 1473478 2170358 2191793 2053971 9695245 1805645 1473478 2170358 2191793 2053971 9695245 9695245 4826 4582 4734 9373 4662 28177 24872 35596 31578 97809 13164 203019 9926441 0.97670 0.97830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 183241 67820 251061 1 X 327511 -26977 11067 2854 286613 294768 46154 10688 2723 327511 283542 50 24636 10773 2687 294768 259398 37371 10557 2670 283542 281069 -8697 10361 2613 259398 1.00000 1 0 60825 37862 22963 22963 BENEFICIAL INTEREST IN ASSETS OF FOUNDATION 286613 ASSETS HELD AS AGENT 14863 INVESTMENTS 45894 347370 X 2050873 -38519 -38519 2089392 0 2089392 2030805 0 2030805 0 2030805 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. 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, 2022. 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 2018. 1 PART I, LINE 2: THE IMPACT COMMITTEES MEET DURING THE APPLICATION PROCESS AND GO 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 COMMITTEES DO A SURPRISE VISIT TO EACH PROGRAM DURING THE YEAR. X OFFICE SPACE 1 60000 FAIR MARKET VALUE X SUPPLIES, GIFT CARDS 50 11419 FAIR MARKET VALUE X ROOM RENTAL- LOCAL MEETINGS 1 1680 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED AND REVIEWED BY THE OPERATIONAL EXCELLENCE COMMITTEE AND THE BOARD. 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. FORM 990, PART XII, LINE 2C: THE FORM 990 IS PRESENTED AND REVIEWED BY THE OPERATIONAL EXCELLENCE COMMITTEE AND THE BOARD.