2013-11-15T13:37:10-06:00 2013-06-30 721447940 BROUSSARD & COMPANY CPAS LLC 127 WEST BROAD STREET SUITE 800 LAKE CHARLES LA 70601 990 2012-07-01 720456901 UNITED WAY OF SOUTHWEST LOUISIANA UNIT 3374331088 715 RYAN STREET LAKE CHARLES LA 70601 DENISE DUREL 3374331088 2013-11-14 1 RICK ROBERT P00031513 3374396600 2012 2015-11-30 17:44:51Z DENISE DUREL 715 RYAN STREET LAKE CHARLES LA 70601 4257038 0 X WWW.UNITEDWAYSWLA.ORG X 1954 LA TO UNITE OUR COMMUNITY BY FUNDING PROGRAMS IN THE AREAS OF EDUCATION, INCOME AND HEALTH. 27 27 16 1084 0 0 4239003 4214790 0 0 8463 6037 49560 36211 4297026 4257038 2389165 2500496 0 0 649878 641280 0 0 549791 528724 617252 3567767 3759028 729259 498010 4665078 5282311 37345 156563 4627733 5125748 X TO UNITE OUR ENTIRE COMMUNITY BY FOCUSING ON EDUCATION, INCOME AND HEALTH. OUR GOAL IS TO CREATE LONG-LASTING CHANGE THAT PREVENTS PROBLEMS FROM HAPPENING IN THE FIRST PLACE. OUR COMMUNITY INCLUDES THE 5 PARISH AREA OF ALLEN, BEAUREGARD, CALCASIEU, CAMERON AND JEFF DAVIS. 0 0 2500495 2500495 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. OUR 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. 111968 SUPPORT OF OTHER COMMUNITY INITIATIVES - UNITED WAY OF SOUTHWEST LOUISIANA IS LOOKING AT THE BIG PICTURE - EMBRACING THE ENTIRE CIRICLE 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'S WHY IN ADDITION TO FUNDING AGENCY PARTNERS AND PROVIDING OUR OWN PROGRAMS, WE ALSO SUPPORT OTHER COMMUNITY-LED INITIATIVES SUCH AS THE DEFY PROGRAM, THE DOLLY PARTON IMAGINATION LIBRARY, COMMUNITY HELPLINE, AND OTHERS. 62449 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), CRIBS FOR KIDS, AND SAFE SLEEP CLASSES. WE BELIEVE ADVANCING THE COMMON GOOD IS ABOUT HELPING ONE PERSON AT A TIME, AND ABOUT CHANGING SYSTEMS TO HELP ALL OF US. 314770 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. 314770 2989682 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 16 1 0 0 0 0 0 0 0 1 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X UNITED WAY OF SOUTHWEST LOUISIANA 3374331088 715 RYAN STREET LAKE CHARLES LA 70601 RAYMOND STEINER 2.00 X X 0 0 0 JOHN LEBLANC 2.00 X X 0 0 0 DANA KEEL 2.00 X X 0 0 0 BUDDY HAMIC 2.00 X X 0 0 0 DICK KENNISON 2.00 X X 0 0 0 ROBYN ELIAS 2.00 X X 0 0 0 ROBERT GELINAS 2.00 X X 0 0 0 PATRICIA PREBULA 2.00 X X 0 0 0 JON MANNS 2.00 X X 0 0 0 KAY BARNETT 1.00 X 0 0 0 BOYD BOUDREAUX 1.00 X 0 0 0 BEN BOURGEOIS 1.00 X 0 0 0 SCOTT BROWN 1.00 X 0 0 0 CELIA CASE 1.00 X 0 0 0 RANDY FUERST 1.00 X 0 0 0 HARRY HANK 1.00 X 0 0 0 BILL HANKINS 1.00 X 0 0 0 BRAD HARRIS 1.00 X 0 0 0 MARK HASER 1.00 X 0 0 0 DAN LOSEY 1.00 X 0 0 0 TONY MCCARDLE 1.00 X 0 0 0 ROB MCCORQUODALE 1.00 X 0 0 0 JAMES MCGEE SR 1.00 X 0 0 0 ROXANNA MIZE 1.00 X 0 0 0 NORA POPILLION 1.00 X 0 0 0 TOMEU VADELL 1.00 X 0 0 0 DENISE DUREL 40.00 X 108785 0 0 108785 0 0 1 0 0 0 0 78729 4136061 6500 4214790 6037 6037 30100 0 30100 30100 30100 EXPENSE REIMBURSEMENT 900000 4000 4000 PROCESSING FEE REVENUE 900000 1802 1802 MISCELLANEOUS 900000 309 309 6111 4257038 6111 0 36137 2500496 2500496 108785 35899 32636 40250 380457 154905 55428 170124 32223 12567 5800 13856 68660 26777 12359 29524 51155 19950 9208 21997 34816 8241 7816 18759 24140 3621 6035 14484 25435 3815 6359 15261 21452 3218 5363 12871 6727 1009 1682 4036 49352 7403 12338 29611 27392 4109 6848 16435 COMMUNITY PROGRAM FUNDI 173063 173063 CAMPAIGN EXPENSES 108127 12597 20995 74535 UTILITIES 44982 6747 11246 26989 REPAIRS & MAINTENANCE 40032 6005 10008 24019 61734 9260 15434 37040 3759028 2989682 219555 549791 1246450 1667887 1169006 1172208 1743724 1921085 25497 11500 2299 924 1506121 1138964 331586 367157 146516 141550 4665078 5282311 37345 156563 37345 156563 X 4438417 4781585 189316 344163 4627733 5125748 4665078 5282311 X 498010 5 X 0 1 X 1 0 X 3334035 2777370 1000523 4185845 4107914 15405687 3334035 2777370 1000523 4185845 4107914 15405687 15405687 30183 16915 4436 38763 36137 126434 600 18755 30536 22617 10111 82619 15614740 0.98660 0.98390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91000 91000 189000 189000 0 951049 706983 244066 275072 242981 32091 367157 X 4257039 1 1 4257038 0 4257038 3759024 0 3759024 4 4 3759028 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 4. 1 ABRAHAM'S TENT 2300 FRUGE ST LAKE CHARLES LA 70601 721082217 501C(3) 76000 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY ALLEN COUNCIL ON AGING PO DRAWER EL OAKDALE LA 71463 720741211 501C(3) 38110 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY AMERICAN RED CROSS 3512 KIRKMAN ST LAKE CHARLES LA 70607 530196605 501C(3) 103877 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BEAUCARE PO BOX 1779 DERIDDER LA 70634 721209038 501C(3) 104186 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BEAUREGARD ARC PO BOX 13 DERIDDER LA 70634 720626100 501C(3) 30900 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BEAUREGARD COMMUNITY CONCERNS PO BOX 815 DERIDDER LA 70634 720870513 501C(3) 130000 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BEAUREGARD COUNCIL ON AGING PO BOX 534 DERIDDER LA 70634 720734475 501C(3) 48347 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BEAUREGARD SPECIAL OLYMPICS 7374 DELCOMME ST LAKE CHARLES LA 70615 720706608 501C(3) 5000 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BIG BROTHERS BIG SISTERS 4135 COMMON ST LAKE CHARLES LA 70607 721009565 501C(3) 112518 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BOY SCOUTS CALCASIEU COUNCIL 304 DR MICHAEL DEBAKEY DR LAKE CHARLES LA 70601 720423606 501C(3) 121808 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BOYS & GIRLS VILLAGE FOUNDATION INC 7378 HWY 90 EAST LAKE CHARLES LA 70615 720408988 501C(3) 151800 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY BOY SCOUTS OF AMERICA LOUISIANA PURCHASE COUNCIL PO BOX 2405 MONROE LA 71207 720423632 501C(3) 5000 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAYTO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY CALCASIEU ASSN FOR RETARDED CITIZENS 4100 J BENNETT JOHNSTON DR LAKE CHARLES LA 70615 720946698 501C(3) 144050 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY CALCASIEU COMMUNITY CLINIC BOX 91775 LAKE CHARLES LA 70609 721454126 501C(3) 29600 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY CALCASIEU COUNCIL ON AGING 3950 HWY 14 LAKE CHARLES LA 70607 720951694 501C(3) 106922 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY CALCASIEU WOMEN'S SHELTER PO BOX 276 LAKE CHARLES LA 70602 720859660 501C(3) 176075 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY CAMERON COUNCIL ON AGING 965 HWY 384 GRAND LAKE LA 70607 720758002 501C(3) 61800 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY THE CHILDRENS MUSEUM OF LAKE CHARLES 327 BROAD ST LAKE CHARLES LA 70601 721115596 501C(3) 26310 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY COMMUNITY PARTNERS (OTHER UNITED WAY ORGANIZATIONS) 701 N FAIRFAX STREET ALEXANDRIA VA 22314 501C(3) 9227 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY FAMILY & YOUTH COUNSELING 220 LOUIE ST LAKE CHARLES LA 70601 720688561 501C(3) 295808 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY FOREMAN-REYNAUD YMCA 215 ALBERT ST LAKE CHARLES LA 70601 720704026 501C(3) 108424 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY GIRL SCOUTS LOUISIANA PINES TO THE GULF 715 RYAN STREET STE 204 LAKE CHARLES LA 70601 720488660 501C(3) 10620 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY JEFF DAVIS ADDICTIVE DISORDERS 915 N SHANKLAND AVE JENNINGS LA 70546 721087844 501C(3) 53350 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY JEFF DAVIS COUNCIL ON AGING PO BOX 734 JENNINGS LA 70546 720684711 501C(3) 44290 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY LITERACY COUNCIL OF SOUTHWEST LOUISIANA 809 KIRBY ST STE 126 LAKE CHARLES LA 70601 721113592 501C(3) 96144 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY NAMI 715 RYAN STREET STE 203 LAKE CHARLES LA 70601 721205642 501C(3) 18922 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY SALVATION ARMY PO BOX 17166 LAKE CHARLES LA 70616 580660607 501C(3) 128100 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY CADA - JEFF DAVIS COMMUNITIES AGAINST DOMESTIC ABUSE PO BOX 826 JENNINGS LA 70546 721488905 501C(3) 20000 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY SECOND HARVEST FOOD BANK 612 LA AVE LAKE CHARLES LA 70601 720956468 501C(3) 9359 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY SOUTHWEST LOUISIANA LAW CENTER 1011 LAKESHORE DR STE 402 LAKE CHARLES LA 70601 720655005 501C(3) 63922 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY VOLUNTEER CENTER OF SWLA 1023 COMMON ST LAKE CHARLES LA 70601 721101471 501C(3) 51000 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY UNITED WAY WORLDWIDE 701 N FAIRFAX STREET ALEXANDRIA VA 22314 131635294 501C(3) 43669 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY JUNIOR ACHIEVEMENT 200 S HUNTINGTON ST SULPHUR LA 70663 741153957 501C(3) 23523 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY PARKINSON'S ASSOCIATION OF THE SOUTH PO BOX 16558 LAKE CHARLES LA 70616 721485132 501C(3) 6557 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY COMMUNITY CHEST DESIGNATIONS 2220 E GABRIEL SQUARE LAKE CHARLES LA 70611 262163645 501C(3) 6828 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY IBERIA COMPREHENSIVE DESIGNATIONS 567 WALKER ST MERRYVILLE LA 70653 582164455 501C(3) 10000 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY LOUISIANA ASSOCIATION OF UNITED WAY PO BOX 3416 BATON ROUGE LA 70821 204586416 501C(3) 25950 TO SUPPORT PROGRAM(S) FUNDED BY UNITED WAY 37 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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 FORMS 990, SERVICE OUTCOMES, AND PROGRAMS TO ENSURE THAT THE STRICT STANDARDS OF ACCOUNTABILITY ESTABLISHED BY THE ORGANIZATION ARE MET. FORM 990, PART VI, SECTION B, LINE 11 A PRELIMINARY REVIEW OF 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. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND STAFF REVIEW THE POLICY ONCE A YEAR AND SIGN OFF THAT THEY ARE AWARE OF THE POLICY AS WELL AS IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DETERMINED BY A PERFORMANCE REVIEW AND EVALUATION. AN EXECUTIVE COMMITTEE THEN DISCUSSES AND VOTES ON AN APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 ORGANIZATION MAKES 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION MAKES ITS DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ROUNDING 5.