UNITED WAY OF SOUTHWEST LOUISIANA INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF SOUTHWEST LOUISIANA INC (EIN 72-0456901)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-14
- IRS object ID
- 201622889349300117
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-14T09:42:02-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800488055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven M DeRouen & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 4265 | AddressLine1Txt |
| City | Lake Charles | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720456901 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Southwest Louisiana | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 Ryan Street | AddressLine1Txt |
| City | Lake Charles | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Denise Durel | PersonNm |
| Person Title | Chief Executive | PersonTitleTxt |
| Phone | 3374331088 | PhoneNum |
| Signature | 2016-10-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven M DeRouen CPA | PreparerPersonNm |
| PTIN | P01050140 | PTIN |
| Phone | 3375134915 | PhoneNum |
| Preparation | 2016-10-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Denise Durel | PrincipalOfficerNm |
| Gross Receipts | $4,161,674 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.unitedwayswla.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | To unite our community by funding programs in the areas of education, income and health. Our goal is to create long-lasting change that prevents problems from happening in the first place. Our community is the 5 parish area of Allen, Beauregard, Calcasieu, Cameron and Jeff Davis. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,793,287 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,141,287 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$109,700 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,494 | PYOtherRevenueAmt |
| CY Other Revenue | $9,522 | CYOtherRevenueAmt |
| PY Total Revenue | $3,713,081 | PYTotalRevenueAmt |
| CY Total Revenue | $4,161,674 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,537,237 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,302,792 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $735,825 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $801,959 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $570,694 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $464,299 | PYOtherExpensesAmt |
| CY Other Expenses | $730,928 | CYOtherExpensesAmt |
| PY Total Expenses | $3,737,361 | PYTotalExpensesAmt |
| CY Total Expenses | $3,835,679 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,280 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $325,995 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,730,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,062,143 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $562,294 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,567,678 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,168,470 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,494,465 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To unite our community by funding programs in the areas of education, income and health. Our goal is to create long-lasting change that prevents problems from happening in the first place. Our community is the 5 parish area of Allen, Beauregard, Calcasieu, Cameron and Jeff Davis. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,302,792 | ExpenseAmt |
| Grant | $2,302,792 | GrantAmt |
| Desc | Allocation to United Way Agency Partners - United Way of Southwest Louisiana works closely with our agency partners to ensure that the generous donations we receive are carefully and thoughtfully put to good use to help the most people. Each year, a group of dedicated volunteers make important allocation decisions that impact us all and help make our region a better place to live and work. Out goal is to help area non-profits lay the building blocks for a better life through the funding of programs in the areas of education, income, health, and safety net. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $260,957 | ExpenseAmt |
| Desc | We track certain costs of managing, supporting, researching and funding all of these community programs. These costs include, but are not limited to, training, technology, marketing, accounting and governance, and are vital to ensuring sustainability, innovation and growth of future community investments. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $209,825 | ExpenseAmt |
| Desc | Support of Other Community Initiatives - United Way of Southwest Louisiana is looking at the big picture - embracing the entire circle of life focusing on children and youth, families and neighborhoods, seniors, and people rebuilding their lives. We know that the big picture includes us all. That is why in addition to funding agency partners and providing our own programs, we also support other community-led initiatives such as the DEFY program, Community Helpline, and others. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,590 | ExpenseAmt |
| Desc | United Way Led Initiatives - We consider ourselves the social services safety net for our community. If we find there is a need in one of our impact areas of education, income or health, that is not being met, we research to see what we can do to fill the gap. Some of our current programs that were implemented because of community need are VITA (Volunteer Income Tax Assistance) and Cribs for Kids. We believe advancing the common good is about helping one person at a time and about changing systems to help all of us. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $55,590 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,829,164 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Dimas | PersonNm |
| Phone | 3374331088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 715 Ryan Street | AddressLine1Txt |
| City | Lake Charles | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Dana Keel | |||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Patricia Prebula | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robyn Elias | |||||||
| Immediate Past Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Paul Hutchens | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Joanne Logston | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin Lacy | |||||||
| Treasurer | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Raymond Steiner | |||||||
| Vice Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Steve Hoffpauir | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Boyd Boudreaux | |||||||
| Chair | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Hebert Marceaux | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Brown | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Celia Broussard | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Janie Fruge | |||||||
| Member At Large | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Randy Fuerst | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Gelinas | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Harry Hank | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brad Harris | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tony McCardle | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rob McCorquodale | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Roxanna Mize | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robbie Robertson | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tomeu Vadell | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jim Pellerin | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Karl Bruchhaus | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jason Guidry | |||||||
| Member At Large | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Michael Nodier | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Curtis Brescher | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Denise Durel | |||||||
| PresidentChief Executive Off | 40.00 | 0.00 | Yes (X) | $124,748 | $0 | $20,984 | |
| Jennifer Dimas | |||||||
| Director of Finance | 40.00 | 0.00 | Yes (X) | $36,457 | $0 | $5,772 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $161,205 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,756 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $153,964 | FederatedCampaignsAmt |
| Government Grants | $35,080 | GovernmentGrantsAmt |
| All Other Contributions | $3,952,243 | AllOtherContributionsAmt |
| Total Contributions | $4,141,287 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,865 | TotalRevenueColumnAmt |
| Exclusion | $10,865 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Processing Fee Revenue | 900099 | $1,690 | $1,690 |
| Misellaneous Revenues | 900099 | $7,832 | $7,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,522 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,161,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,522 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,865 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,302,792 | TotalAmt |
| Program Services | $2,302,792 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,205 | TotalAmt |
| Program Services | $40,301 | ProgramServicesAmt |
| Management And General | $54,810 | ManagementAndGeneralAmt |
| Fundraising | $66,094 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,437 | TotalAmt |
| Program Services | $118,110 | ProgramServicesAmt |
| Management And General | $160,628 | ManagementAndGeneralAmt |
| Fundraising | $193,699 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,581 | TotalAmt |
| Program Services | $8,395 | ProgramServicesAmt |
| Management And General | $11,418 | ManagementAndGeneralAmt |
| Fundraising | $13,768 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,797 | TotalAmt |
| Program Services | $19,449 | ProgramServicesAmt |
| Management And General | $26,451 | ManagementAndGeneralAmt |
| Fundraising | $31,897 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,939 | TotalAmt |
| Program Services | $14,235 | ProgramServicesAmt |
| Management And General | $19,359 | ManagementAndGeneralAmt |
| Fundraising | $23,345 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,367 | TotalAmt |
| Program Services | $2,005 | ProgramServicesAmt |
| Management And General | $3,342 | ManagementAndGeneralAmt |
| Fundraising | $8,020 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,566 | TotalAmt |
| Program Services | $9,873 | ProgramServicesAmt |
| Management And General | $16,204 | ManagementAndGeneralAmt |
| Fundraising | $39,489 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,967 | TotalAmt |
| Program Services | $5,245 | ProgramServicesAmt |
| Management And General | $8,742 | ManagementAndGeneralAmt |
| Fundraising | $20,980 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,427 | TotalAmt |
| Program Services | $2,314 | ProgramServicesAmt |
| Management And General | $3,857 | ManagementAndGeneralAmt |
| Fundraising | $9,256 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,499 | TotalAmt |
| Program Services | $2,775 | ProgramServicesAmt |
| Management And General | $4,625 | ManagementAndGeneralAmt |
| Fundraising | $11,099 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,669 | TotalAmt |
| Program Services | $4,900 | ProgramServicesAmt |
| Management And General | $8,167 | ManagementAndGeneralAmt |
| Fundraising | $19,602 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,551 | TotalAmt |
| Program Services | $6,683 | ProgramServicesAmt |
| Management And General | $11,138 | ManagementAndGeneralAmt |
| Fundraising | $26,730 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,739 | TotalAmt |
| Program Services | $3,411 | ProgramServicesAmt |
| Management And General | $5,685 | ManagementAndGeneralAmt |
| Fundraising | $13,643 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,328 | TotalAmt |
| Program Services | $3,799 | ProgramServicesAmt |
| Management And General | $6,332 | ManagementAndGeneralAmt |
| Fundraising | $15,197 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Campaign Expenses | $72,643 | $10,896 | $18,161 | $43,586 |
| Minor Furniture and Equipmen | $62,614 | $62,614 | ||
| Organizational Expenses | $15,463 | $2,319 | $3,866 | $9,278 |
| Community Program Funding | $265,415 | $265,415 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,680 | TotalAmt |
| Program Services | $6,247 | ProgramServicesAmt |
| Management And General | $10,422 | ManagementAndGeneralAmt |
| Fundraising | $25,011 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,835,679 | TotalAmt |
| Program Services | $2,829,164 | ProgramServicesAmt |
| Management And General | $435,821 | ManagementAndGeneralAmt |
| Fundraising | $570,694 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,028,152 | BOYAmt |
| EOY | $2,050,482 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,496 | BOYAmt |
| EOY | $927,089 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,933,047 | BOYAmt |
| EOY | $1,966,118 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,013 | BOYAmt |
| EOY | $13,789 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,980 | BOYAmt |
| EOY | $13,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,378,338 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $289,721 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,076 | BOYAmt |
| EOY | $2,088,617 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,444 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,730,764 | BOYAmt |
| EOY | $7,062,143 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,109 | BOYAmt |
| EOY | $127,678 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,185 | BOYAmt |
| EOY | $1,440,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,294 | BOYAmt |
| EOY | $1,567,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,979,908 | BOYAmt |
| EOY | $5,275,297 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,562 | BOYAmt |
| EOY | $219,168 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,168,470 | BOYAmt |
| EOY | $5,494,465 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,730,764 | BOYAmt |
| EOY | $7,062,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $325,995 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,185,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,107,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,895,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,793,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,141,287 | CurrentTaxYearAmt |
| Total | $20,124,259 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,185,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,107,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,895,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,793,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,141,287 | CurrentTaxYearAmt |
| Total | $20,124,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,487,514 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,636,745 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,334 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$109,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,865 | CurrentTaxYearAmt |
| Total | $5,399 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,617 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,111 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,522 | CurrentTaxYearAmt |
| Total | $79,137 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,208,795 | TotalSupportAmt |
| Public Support CY170 | 0.77380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $184,578 | OtherCostOrOtherBasisAmt |
| Book Value | $184,578 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,747,375 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,756 | DepreciationAmt |
| Book Value | $1,724,619 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,385 | OtherCostOrOtherBasisAmt |
| Depreciation | $266,965 | DepreciationAmt |
| Book Value | $179,420 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,088,617 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deposits | Desc |
| Book Value | $2,444 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,444 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,161,924 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $250 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $250 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,161,674 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,161,674 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,835,929 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $250 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $250 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,835,679 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,835,679 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Footnote for uncertain tax position under FIN 48 (Part X) | FormAndLineReferenceDesc |
| Explanation | The accounting standard on accounting for uncertainty 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, the United Way may recognize the tax benefit from an 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 June 30, 2016. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Abrahams Tent | |||||||
| 2300 Fruge St | Lake Charles | LA | 70601 | 721082217 | 501c3 | $146,069 | To support program funded by UW |
| Beaucare | |||||||
| PO Box 1779 | Deridder | LA | 70634 | 721209038 | 501c3 | $70,290 | To support program funded by UW |
| Beauregard ARC | |||||||
| PO Box 13 | Deridder | LA | 70634 | 720626100 | 501c3 | $55,000 | To support program funded by UW |
| Beauregard Community Concerns | |||||||
| PO Box 815 | Deridder | LA | 70634 | 720870513 | 501c3 | $130,000 | To support program funded by UW |
| Beauregard Council on Aging | |||||||
| PO Box 534 | Deridder | LA | 70634 | 720734475 | 501c3 | $55,000 | To support program funded by UW |
| Big Brothers Big Sister | |||||||
| 4135 Common St | Lake Charles | LA | 70607 | 721009565 | 501c3 | $130,053 | To support program funded by UW |
| Boy Scouts Calcaiseu Council | |||||||
| 304 Dr Michael Debakey Dr | Lake Charles | LA | 70601 | 720423606 | 501c3 | $15,357 | To support program funded by UW |
| Boys & Girls Village Foundation | |||||||
| 7378 Hwy 90 East | Lake Charles | LA | 70615 | 720408988 | 501c3 | $137,341 | To support program funded by UW |
| Calcasieu Assn for Retarded Citizen | |||||||
| 4100 J Bennett Johnston Dr | Lake Charles | LA | 70615 | 720946698 | 501c3 | $61,022 | To support program funded by UW |
| Calcasieu Community Clinic | |||||||
| PO Box 91775 | Lake Charles | LA | 70609 | 721454126 | 501c3 | $29,600 | To support program funded by UW |
| Calcasieu Council on Aging | |||||||
| 3950 Hwy 14 | Lake Charles | LA | 70607 | 720951694 | 501c3 | $114,000 | To support program funded by UW |
| The Childrens Museum - Lake Charles | |||||||
| 327 Broad St | Lake Charles | LA | 70601 | 721115596 | 501c3 | $31,111 | To support program funded by UW |
| Community Partners Other UW Org | |||||||
| 701 N Fairfax St | Alexandria | VA | 22314 | 5019c3 | $17,115 | To support program funded by UW | |
| Family & Youth Counseling | |||||||
| 220 Louie St | Lake Charles | LA | 70601 | 720688561 | 501c3 | $265,899 | To support program funded by UW |
| Project Build a Future | |||||||
| 2306 3rd Street | Lake Charles | LA | 70601 | 721510673 | 501c3 | $32,000 | To support program funded by UW |
| Jeff Davis Council on Aging | |||||||
| PO Box 734 | Jennings | LA | 70546 | 720684711 | 501c3 | $44,290 | To support program funded by UW |
| Junior Acheivement | |||||||
| 200 S Huntington St | Sulphur | LA | 70663 | 741153957 | 501c3 | $35,000 | To support program funded by UW |
| Literacy Council of SWLA | |||||||
| 809 Kirby St Ste 126 | Lake Charles | LA | 70601 | 721113592 | 501c3 | $96,578 | To support program funded by UW |
| Salvation Army | |||||||
| PO Box 17166 | Lake Charles | LA | 70616 | 580660607 | 501c3 | $115,290 | To support program funded by UW |
| Second Harvest Food Bank | |||||||
| 612 LA Ave | Lake Charles | LA | 70601 | 720956468 | 501c3 | $20,000 | To support program funded by UW |
| Southwest Louisiana Law Center | |||||||
| 1011 Lakeshore Dr Ste 402 | Lake Charles | LA | 70601 | 720655005 | 501c3 | $65,000 | To support program funded by UW |
| Volunteer Center of SWLA | |||||||
| 1023 Common St | Lake Charles | LA | 70601 | 721101471 | 501c3 | $60,000 | To support program funded by UW |
| CADA - Jeff Davis Comm Against Dom | |||||||
| PO Box 826 | Jennings | LA | 70546 | 721488905 | 501c3 | $37,030 | To support program funded by UW |
| Community Chest Desginations | |||||||
| 2220 E Gabriel Square | Lake Charles | LA | 70611 | 262163645 | 501c3 | $12,000 | To support program funded by UW |
| St Nicholas Center for Children | |||||||
| 314 Broad Street Ste B | Lake Charles | LA | 70601 | 260566851 | 501c3 | $246,800 | To support program funded by UW |
| Iberia Comprehensive Desigations | |||||||
| 567 Walker St | Merryville | LA | 70653 | 582164455 | 501c3 | $12,000 | To support program funded by UW |
| LA Assoc of United Way | |||||||
| PO Box 3416 | Baton Rouge | LA | 70821 | 204586416 | 501c3 | $23,911 | To support program funded by UW |
| United Way Worldwide | |||||||
| 701 N Fairfax St | Alexandria | VA | 22314 | 131635294 | 501c3 | $43,961 | To support program funded by UW |
| Assist Agency | |||||||
| 11 N Parkerson Ave | Crowley | LA | 70526 | 720786459 | 501c3 | $22,000 | |
| Oasis a Safe Haven | |||||||
| PO Box 276 | Lake Charles | LA | 70606 | 720859660 | 501c3 | $179,075 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | Each year all funded member agencies are reviewed by the Allocation and Review Committee which consists of over 100 volunteers within the community. This committee reviews agency budgets, financial statements, audits, IRS Form 990s, service outcomes, and programs to ensure that the strict standards of accountability established by the Organization are met. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | A preliminary review of the Form 990 is conducted by the President and the Director of Finance. After the preliminary review, the Board of Directors are provided a copy of the Form 990, and the Form 990 is filed once the Board gives its approval of the Form 990. |
| Conflict of interest policy compliance Part VI line 12c | The Board of Directors and staff review the policy once a year and sign off that they are aware of the policy as well as in compliance. |
| CEO executive director top management comp Part VI line 15a | The Chief Executive Officers compensation is determined by a performance review and evaluation. The Executive Committee then discusses and votes on an appropriate compensation. |
| Form 990 availability to public Part VI line 18 | The Organization makes the Form 990 available to the public upon request. |
| Governing documents etc available to public Part VI line 19 | The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. |