2025-05-14T16:31:05-05:00 2024-06-30 720916213 BERNARD & FRANKS CORP OF CPA'S 4141 VETERANS BLVD SUITE 313 METAIRIE LA 700025581 990 2023-07-01 721222911 UNITY OF GREATER NEW ORLEANS INC UNIT 5048214496 2475 CANAL STREET 300 NEW ORLEANS LA 70119 MS MARTHA KEGEL EXECUTIVE DIRECTOR 5048214496 2025-05-13 1 0 JAMES L WHITE P00028819 5048850170 2023 2025-03-06 01:10:19Z MS MARTHA KEGEL 2475 CANAL STREET 300 NEW ORLEANS LA 70119 39760854 0 X WWW.UNITYGNO.ORG X 1992 LA THE MISSION OF UNITY OF GREATER NEW ORLEANS IS TO COORDINATE COMMUNITY PARTNERSHIPS TO PREVENT, REDUCE AND END HOMELESSNESS. 18 18 55 70 0 0 35381321 39449427 0 0 0 99737 308261 211690 35689582 39760854 20358820 22453081 0 0 2082097 3196738 0 0 35276 13204384 14623119 35645301 40272938 44281 -512084 12721403 14632035 3971141 6393857 8750262 8238178 X THE MISSION OF UNITY OF GREATER NEW ORLEANS IS TO COORDINATE COMMUNITY PARTNERSHIPS TO PREVENT, REDUCE AND END HOMELESSNESS. 0 0 37987072 22453081 UNITY LEADS A COLLABORATIVE OF OVER 50 NONPROFIT AND GOVERNMENTAL ORGANIZATIONS PROVIDING HOUSING AND SERVICES TO PEOPLE EXPERIENCING HOMELESSNESS. WE SECURE COMPETITIVE FEDERAL GRANTS AND SUBCONTRACT THEM TO 24 NONPROFIT AND GOVERNMENTAL ORGANIZATIONS, OVERSEEING THEIR WORK AND MONITORING THEIR PERFORMANCE IN PROVIDING HOUSING AND SERVICES TO PEOPLE EXPERIENCING HOMELESSNESS. GIVEN THE INSUFFICIENCY OF FUNDS TO PERMANENTLY HOUSE ALL THOSE WHO ARE UNHOUSED, PEOPLE ARE PRIORITIZED FOR RENTAL ASSISTANCE BASED ON NEED AND LENGTH OF TIME HOMELESS. IN 2023, THE UNITY COLLABORATIVE MOVED OVER 600 CURRENTLY HOMELESS PEOPLE OFF THE STREET AND OUT OF HOMELESS SHELTERS INTO PERMANENT APARTMENTS. AT ANY GIVEN TIME, THE UNITY COLLABORATIVE IS PROVIDING RENT ASSISTANCE AND CASE MANAGEMENT SERVICES TO ABOUT 3500 FORMERLY HOMELESS PEOPLE, MOST WITH SEVERE DISABILITIES, WHO WERE ASSISTED OUT OF HOMELESSNESS INTO PERMANENT HOUSING IN PRIOR MONTHS, YEARS AND DECADES AND CONTINUE TO NEED SUPPORT. 37987072 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 749 0 1 55 1 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 5048214496 2475 CANAL STREET NEW ORLEANS LA 70119 DETRICH HEBERT DIRECTOR 1.00 X 0 0 0 HONORABLE CALVIN JOHNSON VICE-CHAIR 1.00 X X 0 0 0 BRUCE PRENDERGAST IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 LAURA BANOS BRYAN DIRECTOR 1.00 X 0 0 0 JENNIFER BENJAMIN VICE CHAIR 1.00 X X 0 0 0 JOSEPH CAO DIRECTOR 1.00 X 0 0 0 KIM EVANS RUGON DIRECTOR 1.00 X 0 0 0 AUSTIN PENNY CHAIR 1.00 X X 0 0 0 NORMAN ROBINSON SECRETARY 1.00 X X 0 0 0 PETER WARING VICE CHAIR 1.00 X X 0 0 0 JESSIE PULLINS DIRECTOR 1.00 X 0 0 0 JOHN JACK WILES TREASURER 1.00 X X 0 0 0 WENDY HICKOK ROBINSON DIRECTOR 1.00 X 0 0 0 MARVEL ROBERTSON DIRECTOR 1.00 X 0 0 0 TOD SMITH DIRECTOR 1.00 X 0 0 0 DAVON N BARBOUR DIRECTOR 1.00 X 0 0 0 MAMIE STERKX GASPERECZ DIRECTOR 1.00 X 0 0 0 WAYNE FANT DIRECTOR 1.00 X 0 0 0 MARTHA KEGEL EXECUTIVE DIRECTOR 40.00 X 109686 0 21515 109686 0 21515 1 0 0 0 0 38919038 530389 204921 39449427 99737 99737 OTHER REVENUE 531110 211690 211690 211690 39760854 211690 0 99737 22453081 22453081 288770 144385 144385 2177755 1063687 1092614 21454 526183 256813 266678 2692 204030 99580 103406 1044 307869 62532 242935 2402 113254 36574 76680 107108 107108 34192 8338 25854 4764 4764 111790 111790 CLIENT ASSISTANCE 13578836 13578836 PROPERTY OPERATIONS AND 173094 133057 40037 MISCELLANEOUS 126650 107591 19059 WAREHOUSE AND MOVING TR 35688 35688 29874 6910 15280 7684 40272938 37987072 2250590 35276 3578128 3140506 3423385 5617949 38353 245438 1987 2141 4064716 2872463 1278504 1192253 4401046 4433748 12721403 14632035 275714 270208 0 0 3695427 6123649 3971141 6393857 X 6536192 8238178 2214070 0 8750262 8238178 12721403 14632035 -512084 0 X X 0 1 X 1 1 1 X 32365926 34923829 39205158 35536284 39449427 181480624 32365926 34923829 39205158 35536284 39449427 181480624 181480624 45768 33086 34783 107453 99737 320827 181801451 7583994 0.99820 0.99850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2214070 2214070 2383050 63579 232559 2214070 2471135 70206 158291 2383050 2582448 12672 123985 2471135 177604 2709264 304420 2582448 0 0 92528 92528 2669259 1737704 931555 212247 205338 6909 1090682 929421 161261 1192253 NOTE RECEIVABLE 3390715 DUE FROM AFFILIATES 178033 INVESTMENT IN AFFILIATE 865000 4433748 PAYMENTS DUE TO SUBRECIPIENTS 3836068 DUE FROM AFFILIATES 101953 LINE OF CREDIT 250000 REFUNDABLE ADVANCES 935628 OPERATING LEASE ILABILITIES 1000000 6123649 X PART X, LINE 2: UNITY'S EVALUATION AS OF JUNE 30, 2024, REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. THE 2021 THROUGH 2023 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. UNITY DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. 1 ASSOCIATED CATHOLIC CHARITIES 1000 HOWARD AVENUE SUITE 301 NEW ORLEANS LA 70119 720408911 501(C)(3) 41603 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. GOODWILL INDUSTRIES OF SOUTHEAST LOUISIANA 4200 I 10 SERVICE RD W SUITE 223 METAIRIE LA 70001 720546906 501(C)(3) 530437 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. HARRY THOMPSON CENTER 130 BARONNE ST NEW ORLEANS LA 70122 201548026 501(C)(3) 95422 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. COVENANT HOUSE 611 N RAMPART NEW ORLEANS LA 70112 581669937 501(C)(3) 598536 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. JPHSA 2400 EDENBORN AVENUE METAIRIE LA 70001 721192920 501(C)(3) 171055 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. MCCALEB EDUCATIONAL FUND 1217 S ROBERTSON ST NEW ORLEANS LA 70113 581866615 501(C)(3) 154683 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. NOAIDS TASKFORCE 2601 TULANE AVENUE SUITE 500 NEW ORLEANS LA 70119 721059635 501(C)(3) 1893320 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. ODYSSEY HOUSE 1125 N TONTI STREET NEW ORLEANS LA 70119 720743677 501(C)(3) 830225 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. RESOURCES FOR HUMAN DEVELOPMENT 3801 PITT ST NEW ORLEANS LA 70115 231727133 501(C)(3) 31391 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. RESPONSIBILITY HOUSE 401 WHITNEY AVENUE SUITE 205 GRETNA LA 70056 721271032 501(C)(3) 1962659 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. TRAVELERS AID 611 N RAMPART ST NEW ORLEANS LA 70112 720408990 501(C)(3) 1828530 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. VIALINK PO BOX 15409 NEW ORLEANS LA 70175 720706669 501(C)(3) 462819 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. VOLUNTEERS OF AMERICA 1802 CANAL ST NEW ORLEANS LA 70112 720709750 501(C)(3) 23568 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. NATIONAL ALLIANCE ON MENTAL ILLNESS 1538 LOUISIANA AVE NEW ORLEANS LA 70115 720846349 501(C)(3) 657883 0 TO COORDINATE PARTERSHIPS TO TREAT MENTAL ILLNESS. DEPAUL USA 1803 GRAVIER STREET NEW ORLEANS LA 70112 352338110 501(C)(3) 461100 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. UNITY OF HOUSING 2407 BARONNE ST NEW ORLEANS LA 70113 721370853 501(C)(3) 195871 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. START CORPORATION PO BOX 165 HOUMA LA 70361 581687098 501(C)(3) 214127 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. 2101 LOUISIANA APARTMENTS LLC 2101 LOUISIANA NEW ORLEANS LA 70117 452295335 220322 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. NEW ORLEANS WOMEN & CHILDREN SHELTER 2020 S LIBERTY ST NEW ORLEANS LA 70113 260859964 501(C)(3) 419819 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. NEW ORLEANS FAMILY JUSTICE CENTER 701 LOYOLA AVE SUITE 201 NEW ORLEANS LA 70113 262541029 501(C)(3) 3242143 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. OZANAM INN 843 CAMP STREET NEW ORLEANS LA 70130 720854403 501(C)(3) 1473815 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. GRACE AT THE GREENLIGHT 330 CARONDELET STREET SUITE 202 NEW ORLEANS LA 70130 471409798 501(C)(3) 47583 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. METRO CENTER FOR COMMUNITY ADVOCACY PO BOX 10775 JEFFERSON LA 70181 721062244 501(C)(3) 426148 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. PRIORITY HEALTH CARE 4700 WICHERS DR STE 300 MARRERO LA 70072 270846901 501(C)(3) 43101 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. EASTERSEALS 1225 MAGAZINE STREET NEW ORLEANS LA 70130 720694374 501(C)(3) 312107 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. EDEN HOUSE PO BOX 750386 NEW ORLEANS LA 70175 453303791 501(C)(3) 316419 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. 2222 TULANE AVE APTS 2475 CANAL STREET NEW ORLEANS LA 70119 271357234 501(C)(3) 46023 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. 3222 CANAL ST APT 2475 CANAL STREET NEW ORLEANS LA 70119 452800104 501(C)(3) 240094 0 TO COORDINATE PARTERSHIPS TO REDUCE, END AND PREVENT HOMELESSNESS. 27 1 PART I, LINE 2: UNITY OF GREATER NEW ORLEANS MONITORING OF PROJECT SPONSORS ALL AWARDS TO SUBGRANTEES HAVE WRITTEN AGREEMENTS WITH THE BUDGET AND TERMS OF THE SUBAWARD. ALL GRANTS ARE MONITORED AS REQUIRED BY OMB CIRCULAR 2 CFR 200. PAYMENT REQUESTS FROM SUBRECIPIENTS ARE REVIEWED ON A MONTHLY BASIS PRIOR TO APPROVAL AND DRAWDOWN OF FUNDS. REQUESTS ARE REVIEWED TO ENSURE COSTS ARE ELIGIBLE, REASONABLE, AND ALLOCABLE TO THE PROJECT. CONTRACT MANAGERS REVIEW SPENDING RATE TO ENSURE FUNDS ARE EXPENDED TIMELY. ANNUAL MONITORING BY CONTRACT MANAGERS INCLUDE A REVIEW OF CLIENT ELIGIBILITY AND THAT AGENCIES ARE MEETING CONTRACT SERVICE AND OUTCOME GOALS. QUARTERLY REPORTS ARE REVIEWED TO ENSURE PROJECT PERFORMANCE FOR CONTINUUM OF CARE GOALS REGARDING HOUSING STABILITY, MAINSTREAM BENEFITS, AND INCOME GOALS. UNITY PROVIDES TECHNICAL ASSISTANCE AND TRAININGS TO IMPROVE PROJECT PERFORMANCE AND COMPLIANCE. MONITORING OF ALL AGENCIES IS CONDUCTED ON AN ANNUAL BASIS BASED ON THE RISK ASSESSMENT AND MAY INCLUDE REMOTE MONITORING OR ON-SITE MONITORING OF PARTICIPANT FILES AND PROGRAM RECORDS. MONITORING REPORTS COMMUNICATE TO AGENCIES OF FINDINGS OR CONCERNS, CORRECTIVE ACTION PLANS, AND TECHNICAL ASSISTANCE PLANS, IF NEEDED. ANNUAL PROJECT PERFORMANCE EVALUATIONS ARE CONDUCTED TO DETERMINE PROJECTS ELIGIBLE FOR RENEWAL. X HOUSEHOLD ITEMS 422 204921 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BRUCE PRENDERGAST IS AN OWNER OF LAPORTE CPAS & BUSINESS ADVISORS AND JOHN 'JACK' WILES IS A TAX SERVICE DIRECTOR AT LAPORTE CPAS & BUSINESS ADVISORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO ALL OF THE BOARD MEMBERS BEFORE IT WAS FILED TO IRS. THE BOARD MEMBERS WERE GIVEN TIME TO REVIEW OF THE FORM 990 AND OBTAIN ANSWERS TO QUESTIONS FROM THE CPA'S AND MANAGEMENT TO THE SATISFACTION OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REGULARLY AND CONSISTENTLY MONITORS AND ENFORCE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PURPOSES OF THE BOARD OF DIRECTORS SALARY REVIEW POLICY, IS TO DETERMINE THAT SALARIES PAID TO THE EXECUTIVES OF THE ORGANIZATION DO NOT EXCEED AMOUNTS THAT ARE REASONABLE. REASONABLE COMPENSATION AS DEFINED BY THE TAX CODE IS THE AMOUNT ORDINARILY PAID FOR LIKE SERVICES BY LIKE ENTERPRISES (WHETHER TAXABLE OR TAX-EXEMPT) UNDER LIKE CIRCUMSTANCES. IN THE DETERMINATION OF A REASONABLE SALARY FOR THE EXECUTIVE, ALL FORMS OF COMPENSATION INCLUDING BUT NOT LIMITED TO CASH AND NONCASH COMPENSATION, SALARY, FEES, BONUSES, SEVERANCE, DEFERRED COMPENSATION, OTHER COMPENSATORY BENEFITS, FRINGE BENEFITS, AND FOREGONE INTEREST ON LOANS IN TOTAL MUST BE USED AS THE MEASURE OF REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 THE DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICE LOCATED AT 2475 CANAL STREET, STE 300 NEW ORLEANS, LA 70119. THE DOCUMENTS CAN BE REQUESTED BY PHONE AT (504) 821-4496. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUESTING SUCH DOCUMENTS AT THE OFFICE LOCATED AT 2475 CANAL STREET, STE 300 NEW ORLEANS, LA 70119. THE DOCUMENTS CAN BE REQUESTED BY PHONE AT (504) 821-4496. AUDIT COMMITTE AND AUDIT SELECTION PROCESS THE ORGANIZATION DOES NOT HAVE AN EXCLUSIVE AUDIT COMMITTEE SO THE EXECUTIVE COMMITTEE SERVES THAT ROLE. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR SELECTING AUDITORS. RESTATEMENT OF PRIOR YEAR BALANCES THE PRIOR YEARS BEGINNING ASSETS, LIABILITIES, AND NET ASSETS WERE RESTATED DUE TO THE TRANSFER OF THE TULANE AND CANAL STREET PROPERTIES TO SEPARATE INDEPENDENT NONPROFIT ENTITIES. THE RESTATEMENT OF THE BEGINNING BALANCES WAS TO ENHANCE THE COMPARABILITY OF THE FINANCIAL INFORMATION BETWEEN THE TWO YEARS PRESENTED. 2101 LOUISIANA APARTMENTS LLC 2101 LOUISIANA NEW ORLEANS LA 70117 452295335 PROVIDE AFFORDABLE APARTMENT UNITS FOR HOMELESS LA RELATED 65 825 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNITY HOUSING B 195871 GRANT AMOUNT 2101 LOUISIANA APARTMENTS LLC B 220322 GRANT AMOUNT