2025-05-14T16:40:11-05:00 2024-06-30 720398470 HEARD MCELROY & VESTAL LLC 1900 NORTH 18TH STREET SUITE 300 MONROE LA 71201 990 2023-07-01 720498515 UNITED WAY OF NORTHEAST LOUISIANA INC UNIT 3182353869 1201 HUDSON LANE MONROE LA 71201 KIMBERLY LOWERY VICE PRESIDENT 3182353869 2025-05-14 1 1 CONNIE K SMALLWOOD P00451663 3183883108 2025-05-15 2023 2025-03-06 01:10:19Z KIMBERLY LOWERY 1201 HUDSON LANE MONROE LA 71201 4229188 0 X WWW.UNITEDWAYNELA.ORG X 1956 LA TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES. 35 35 57 935 0 0 3684263 3154226 849730 978273 82776 96689 0 0 4616769 4229188 1925645 1444668 0 0 1951174 2041039 0 0 627487 743332 814530 4620151 4300237 -3382 -71049 4611975 4727653 1353974 1530451 3258001 3197202 X TO HELP PEOPLE AND IMPROVE COMMUNITIES - THE UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE THE LIVES OF PEOPLE THROUGH COMMUNITY INITIATIVES. 0 0 1342128 1342128 AGENCY FUNDING - THE PURPOSE OF UNITED WAY OF NORTHEAST LOUISIANA IS HELPING PEOPLE AND IMPROVING THE COMMUNITY. UNITED WAY HELPS PEOPLE BY SUPPORTING NUMEROUS AGENCY PROGRAMS THAT EFFECTIVELY WORK TOGETHER TO ACHIEVE COMMUNITY GOALS AND INITIATIVES. 765531 14951 COMMUNITY IMPACT--UNITED WAY STANDS WITH THE RESIDENTS, BUSINESS LEADERS, AND POLICYMAKERS TO TAKE ACTION TOGETHER AND STRATEGICALLY INVEST IN MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF PEOPLE IN NORTHEAST LOUISIANA. 1013144 101 978273 UNITED WAY 2-1-1 -PROVIDES A FREE, EASY TO REMEMBER TELEPHONE NUMBER THAT GIVES PEOPLE A FAST, EASY WAY TO GET CONNECTED TO AVAILABLE SOCIAL ASSISTANCE SERVICES. DURING THE CALENDAR YEAR 2021 THE UNITED WAY OF NORTHEAST LA'S 2-1-1 ANSWERED 13,288 CALLS.LOUISIANA ASSOCIATION OF UNITED WAYS (LAUW) 2-1-1 -PROVIDES THE SAME EASY ACCESS TO AVAILABLE ASSISTANCE TO ALL REGIONS OF LOUISIANA, EXCEPT FOR LAFAYETTE AND NEW ORLEANS. DURING THE CALENDAR YEAR 2021 TOTAL CALLS ANSWERED FOR ALL REGIONS UNDER CONTRACT WERE 85,655. 87488 87488 FRONT DOOR TO HOUSING, A VISIONARY PROGRAM THAT HAS NO COUNTERPART ELSEWHERE IN THE STATE, IS FUNDED SOLELY BY LOCAL DOLLARS AND SERVES SOLELY LOCAL NEEDS IN A COLLABORATION WITH THE WELLSPRING AND THE HOME COALITION. IT FILLS AN OTHERWISE UNFILLABLE GAP IN HOW UNITED WAY HELPS THE MOST VULNERABLE CITIZENS. FRONT DOOR TO HOUSING OFFERS OUTREACH, SCREENING AND ASSESSMENT, AND REFERRALS. IT ALSO PROVIDES REHOUSING ASSISTANCE FOR THOSE WHO HAVE NO OTHER OPTION. FOR FISCAL YEAR END JUNE 30, 2024, THE PROGRAM OFFERED ASSISTANCE TO 1,111 HOMELESS PERSONS, 1,513 PERSONS FACING HOUSING INSTABILITY WERE REFERRED TO A COMMUNITY PROGRAM FOR REHOUSING, AND 60 HOMELESS PERSONS WERE REHOUSED.OTHER - VARIOUS COMMUITY INITIATIVES ARE CONDUCTED DIRECTLY BY UNITED WAY. UNITED WAY IS FOCUSED ON CREATING LASTING CHANGE IN COMMUNITY CONDITIONS TO IMPROVE PEOPLE'S LIVES THROUGH COMMUNITY INITIATIVES. 87488 87488 3208291 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 57 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X KIMBERLY LOWERY 3182353869 1201 HUDSON LANE MONROE LA 71201 ERNEST GREEN DIRECTOR 0.00 X 0 0 0 ELLA NIMMERS DIRECTOR 0.00 X 0 0 0 CATHI COX-BONIOL DIRECTOR 0.00 X 0 0 0 BRIAN BUSH DIRECTOR 0.00 X 0 0 0 MARK KENT ANDERSON DIRECTOR 0.00 X 0 0 0 CINDY SHAW DIRECTOR 0.00 X 0 0 0 RICK GUILLOT DIRECTOR 0.00 X 0 0 0 ALBERTA GREEN DIRECTOR 0.00 X 0 0 0 TODD GUICE DIRECTOR 0.00 X 0 0 0 MARCUS MASHAW DIRECTOR 0.00 X 0 0 0 COURTNEY HORNSBY DIRECTOR 0.00 X 0 0 0 BRITTANY MYERS DIRECTOR/SECRETARY 0.00 X X 0 0 0 PAMELA SAULSBERRY DIRECTOR 0.00 X 0 0 0 KEVIN SMITH DIRECTOR 0.00 X 0 0 0 JOSH MANDRELL DIRECTOR 0.00 X 0 0 0 IKE BYRD DIRECTOR 0.00 X 0 0 0 JUANITA WOODS DIRECTOR 0.00 X 0 0 0 NATHAN G SMITH DIRECTOR/TREASURER 0.00 X X 0 0 0 CHRISTINE RAMBO DIRECTOR 0.00 X 0 0 0 CORRE STEGALL DIRECTOR 0.00 X 0 0 0 DANIEL TAYLOR DIRECTOR/CHAIR 0.00 X X 0 0 0 VANCE PRICE DIRECTOR 0.00 X 0 0 0 KRISTEN SHAMBRO DIRECTOR 0.00 X 0 0 0 KELLY HOGAN DIRECTOR 0.00 X 0 0 0 ASHLEY WEST DIRECTOR 0.00 X 0 0 0 TONI BACON DIRECTOR 0.00 X 0 0 0 MARY BARRIOS DIRECTOR 0.00 X 0 0 0 SUSHMA KRISHNAMURTHY DIRECTOR 0.00 X 0 0 0 KELSEA MCCRARY DIRECTOR 0.00 X 0 0 0 SAM MOORE DIRECTOR 0.00 X 0 0 0 WENDI NAPOLI DIRECTOR 0.00 X 0 0 0 WILLIAM SMART DIRECTOR 0.00 X 0 0 0 AMY STEGALL DIRECTOR 0.00 X 0 0 0 ADARIAN WILLIAMS DIRECTOR 0.00 X 0 0 0 KEVIN CUPPIA DIRECTOR 0.00 X 0 0 0 JANET S DURDEN PRESIDENT 40.00 X 121643 0 14730 KIMBERLY LOWERY VICE-PRESIDENT 40.00 X 81068 0 1837 202711 0 16567 1 0 0 0 0 3154226 75853 3154226 2-1-1 PROGRAM REVENUE 624100 978273 978273 978273 96689 96689 4229188 978273 0 96689 X 1342128 1342128 102540 102540 202711 133790 26352 42569 1445192 944017 195252 305923 59480 39257 7732 12491 223237 151971 28562 42704 110419 72877 14354 23188 2508 2508 82637 82637 843 843 45775 45775 111612 83503 2609 25500 180528 111024 18482 51022 21050 21050 76397 50240 7386 18771 46112 27353 5938 12821 11098 5297 1932 3869 20 20 23134 12955 3239 6940 40939 26360 7509 7070 9505 1566 7363 576 DUES & SUBSCRIPTIONS 44285 35319 1002 7964 COMMUNITY IMPACT 41272 41272 CAMPAIGN EVENTS & SUPPL 33364 1235 255 31874 AWARDS & RECOGNITION 29108 20 29088 14343 4517 4709 5117 4300237 3208291 464459 627487 250 250 2879515 2531792 1290846 1199051 77201 67383 10381 9097 1857889 1017969 273622 839920 80160 80160 4611975 4727653 112108 227993 418073 419355 743633 802943 80160 80160 1353974 1530451 X 1800743 1796655 1457258 1400547 3258001 3197202 4611975 4727653 -71049 10250 0 X 0 1 X 1 0 X 4018923 3303055 3684263 3207873 3154226 17368340 4018923 3303055 3684263 3207873 3154226 17368340 1810391 15557949 24361 9717 8837 82776 96689 222380 17590720 4105165 0.88440 0.85430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 100000 1081376 429285 652091 79509 79509 0 583558 495729 87829 13446 13446 0 839920 LEASE LIABILITY 80160 80160 X 4141116 10250 10250 4130866 98322 98322 4229188 4201915 0 4201915 98322 98322 4300237 PART X, LINE 2: UNITED WAY IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. UNITED WAY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. UNITED WAY'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE YEARS ENDED JUNE 30, 2021, 2022 AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS SCHEDULE D, PAGE 4, PART XI, LINE 4B DONOR DESIGNATIONS SCHEDULE D, PAGE 4, PART XII, LINE 4B DONOR DESIGNATIONS 1 ARCO 901 NORTH 4TH STREET MONROE LA 71201 720568009 501C3 31970 0 TO SUPPORT ARCO'S CUSTOMIZED EMPLOYMENT PROGRAM BOY SCOUTS LOUISIANA PURCHASE 2405 OLIVER ROAD MONROE LA 71201 720423632 501C3 63500 0 TO SUPPORT TRADITIONAL SCOUTING BOYS & GIRLS CLUB OF NORTH CENTRAL LA PO BOX 1844 RUSTON LA 71273 721375839 501C3 75000 0 TO SUPPORT CORE PROGRAMMING BOYS & GIRLS CLUB OF NORTHEAST LA PO BOX 1769 WEST MONROE LA 71294 720550496 501C3 73443 0 TO SUPPORT PROJECT LEARN CHILDREN'S COALITION OF NELA 1363 LOUISVILLE AVENUE MONROE LA 71201 721502186 501C3 38000 0 TO SUPPORT THE EARLY HEAD START PROGRAM DART 108 WEST ALABAMA RUSTON LA 71270 721273159 501C3 85000 0 TO SUPPORT DOMESTIC VIOLENCE PROGRAM FOOD BANK OF NORTHEAST LOUISIANA PO BOX 5048 MONROE LA 71211 721333809 501C3 71309 0 GENERAL AGENCY SUPPORT; TO SUPPORT BACKPACK FOR KIDS AND SENIOR PROGRAMS GIRLS SCOUTS OF LOUISIANA - PINES 102 ARKANSAS AVENUE MONROE LA 71201 720488660 501C3 15000 0 TO SUPPORT LEADERSHIP EXPERIENCE LA UNITED METHODIST CHILDRENFAMILY SVCS 904 DEVILLE RUSTON LA 71270 720435081 501C3 65500 0 TO SUPPORT FAMILY COUNSELING CENTER AND SPECIAL NEEDS EQUINE THERAPY PROGRAM LINCOLN COUNCIL ON AGING PO BOX 1058 RUSTON LA 71273 720749959 501C3 21948 0 TO SUPPORT HOME DELIVERED MEALS MED-CAMPS OF LOUISIANA 102 THOMAS RD SUITE 615 WEST MONROE LA 71294 721320517 501C3 58949 0 TO SUPPORT SUMMER CAMPING OUACHITA COUNCIL ON AGING PO BOX 7418 MONROE LA 71211 720650389 501C3 60601 0 TO SUPPORT CONGREGATE AND HOME DELIVERED MEALS, THE HOMEMAKER PROGRAM, AND NON-EMERGENCY MEDICAL TRANSPORTATION RAYS OF SONSHINE PO BOX 7299 MONROE LA 71211 721455295 501C3 11784 0 TO SUPPORT PROJECT HOPE AND THE ZONE ST VINCENT DE PAUL COMMUNITY 502 GRAMMONT STREET MONROE LA 71201 900014479 501C3 75959 0 TO SUPPORT PRESCRIPTION & COUNSELING SERVICES THE WELLSPRING 1515 JACKSON STREET MONROE LA 71201 720442226 501C3 164659 0 TO SUPPORT COUNSELING & FAMILY DEVELOPMENT CENTER, DOMESTIC VIOLENCE PROGRAM, RURAL VICTIM SERCIES, AND YEP UNION PARISH COUNCIL ON AGING 606 E BOUNDARY STREET FARMERVILLE LA 71241 720651270 501C3 19873 0 TO SUPPORT CONGREGATE & HOME DELIVERED MEALS WEST OUACHITA SENIOR CENTER 1800 NORTH 7TH STREET WEST MONROE LA 71291 720992952 501C3 52718 0 TO SUPPORT SENIOR ADULT AND COMMUNITY SUPPORTIVE SERVICES CHRISTOPHER YOUTH CENTER PO BOX 7496 MONROE LA 712117496 721165751 501C3 36500 0 TO SUPPORT EMERGENCY YOUTH SHELTER AND TRANSITIONAL LIVING PROGRAM THE HEALTH HUT 310 W MISSISSIPPI RUSTON AL 71270 273764078 501C3 10000 0 TO SUPPORT LAB FEES FOR THE UNINSURED OPPORTUNITIES INDUSTRIAL CENTER PO BOX 4255 MONROE LA 71211 720801911 501C3 49000 0 TO SUPPORT BUSINESS MANAGEMENT AND TECHNOLOGY AND HIGH SCHOOL EQUIVALENCE TEST PROGRAMS CATHOLIC CHARITIES 3208 CONCORDIA STREET MONROE LA 71201 530196620 501C3 24225 0 TO SUPPORT FAMILY STRENGTHENING LYFE SKILLS COLLABORATION INC 801 PRAIRIE STREET WINNSBORO LA 71295 833671171 501C3 7000 0 TO EQUIP INDIVIDUALS WITH ESSENTIAL LIFE AND JOB-READINESS SKILLS, FOSTERING LONG-TERM FINANCIAL STABILITY AND SELF-SUFFICIENCY. GOODWILL INDUSTRIES OF NORTH LOUISIANA 800 WEST 70TH STREET SHREVEPORT LA 71106 720460816 501C3 10000 0 TO PROVIDE WORKFORCE DEVELOPMENT, JOB PLACEMENT, AND SUPPORT SERVICES THAT EMPOWER INDIVIDUALS WITH BARRIERS TO EMPLOYMENT TO ACHIEVE ECONOMIC INDEPENDENCE. GRACE PLACE MINISTRIES INC 1630 POWDER PLANT ROAD BESSEMER AL 350226143 820939648 501C3 10000 0 TO PROVIDE MEALS, EMERGENCY ASSISTANCE, AND TRANSITIONAL SUPPORT TO INDIVIDUALS AND FAMILIES IN CRISIS. NATIONAL ALLIANCE ON MENTAL ILLNESS 4301 WILSON BLVD 300 ARLINGTON VA 222031867 431201653 501C3 8800 0 TO PROVIDE MENTAL HEALTH EDUCATION, ADVOCACY, AND PEER SUPPORT, HELPING INDIVIDUALS AND FAMILIES NAVIGATE MENTAL ILLNESS AND IMPROVE OVERALL COMMUNITY WELL-BEING. 25 HOMELESS RESPONSE 2684 87547 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS UNITED WAY'S COMMUNITY INVESTMENT OPERATION EVALUATORS IS A TEAM OF VOLUNTEERS WITH ACCOUNTING/FINANCE BACKGROUNDS WHO REVIEW EACH AGENCY. THE EVALUATORS MAKE VISITS TO THE AGENCIES. THEY REVIEW FINANCIAL STATEMENTS, BOARD OF DIRECTORS MINUTES, CANCELLED CHECKS, BANK ACCOUNTS, PAYROLL TAX DEPOSIT CONFIRMATIONS, 941 FORMS, STATE UNEMPLOYMENT TAX RETURNS, AND STATE WITHHOLDING INCOME TAX RETURNS. THE COMMUNITY INVESTMENT COMMITTEE REVIEWS PROGRAM AND OUTCOME, MANAGEMENT INFORMATION AND ANY COLLABORATIVE EFFORTS BETWEEN THE AGENCY'S PROGRAM AND THE OTHER ORGANIZATIONS WHICH ASSIST THE AGENCY IN ACHIEVING ITS PROGRAM OUTCOMES. X 9 75853 STOCK MARKET 0 0 0 PART I, COLUMN (B): 9 IS THE NUMBER OF SEPARATE STOCK CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 FORM 990, PART VI, LINE 6 - CLASSES OF MEMBERS OR STOCKHOLDERS - ARTICLE 4 OF THE BYLAWS STATES "MEMBERS OF THE CORPORATION SHALL BE ANYONE WHO MAKES A CONTRIBUTION DURING THE FISCAL YEAR". FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, LINE 7A - ELECTION OF MEMBERS AND THEIR RIGHTS - ARTICLE 6, SECTION 2 OF THE BYLAWS STATES "THE MEMBERS SHALL ELECT THE BOARD OF DIRECTORS". FORM 990, PART VI, SECTION A, LINE 7B FORM 990, PART VI, LINE 7B - DECISIONS SUBJECT TO APPROVAL OF MEMBERS - ARTICLE VII OF THE ARTICLES OF INCORPORATION STATE "THIS CHARTER MAY BE AMENDED OR ALTERED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AT THE ANNUAL MEETING OR A SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE". FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 - FORM 990 IS REVIEWED WITH THE AUDIT/FINANCE COMMITTEE. IT IS THEN PRESENTED TO THE BOARD PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICTS POLICY - UNITED WAY ASKS ALL STAFF AND VOLUNTEERS, INCLUDING THE BOARD OF DIRECTORS, TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY RELATIONSHIPS THEY HAVE WITH BUSINESSES DOING ANY BUSINESS WITH THE UNITED WAY. IF A VOTING MATTER ARISES CONCERNING PARTIES IN WHICH A CONFLICT OF INTEREST EXISTS, THAT BOARD MEMBER ABSTAINS FROM THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL DURING THE BUDGET PROCESS - STAFF SALARIES ARE COMPARED TO UNITED WAY OF AMERICA STAFF SALARY SURVEYS FOR SALARIES FOR THE POSITIONS IN UNITED WAY ACROSS THE COUNTRY. THESE SURVEYS GIVE EACH POSITION AND ARE BROKEN DOWN INTO REGIONS OF THE COUNTRY AND BY UNITED WAY SIZE. BASED ON THE SALARIES IN THE SURVEY, UNITED WAY WILL THEN PROPOSE SALARIES TO THE COMPENSATION COMMITTEE, THEN THE FINANCE COMMITTEE, AND FINALLY THE BOARD. COMPENSATION PROCESS FOR OFFICERS SAME AS PART VI, LINE 15A. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION - THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON THE WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990 - ADDITIONAL INFORMATION COMPUTATION OF OVERHEAD PERCENTAGE: MANAGEMENT & GENERAL EXPENSES (FORM 990, PART IX, LINE 25C) $464,459 FUNDRAISING EXPENSES (FORM 990, PART IX, LINE 25D) $627,487 TOTAL MANAGEMENT & GENERAL AND FUNDRAISING EXPENSES $1,091,946 TOTAL REVENUE (FORM 990, PART VIII, LINE 12A) $4,229,188 TOTAL M&G AND FR EXPENSES / TOTAL REVENUE = OVERHEAD % 25.82%