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Nonprofiteer
← EMPLOYEE ASSISTANCE FOUNDATION

Form 990 for tax year 2023

Filed by EMPLOYEE ASSISTANCE FOUNDATION.

Totals

Total revenue
$3,008,866
Total expenses
$2,805,265
Contributions and grants received
$2,849,663
Grants paid
$2,450,911
Program service revenue
$0
Investment income
$159,203
Other revenue
$0
Total assets, end of year
$5,313,111
Total liabilities, end of year
$99,728
Net assets or fund balances, end of year
$5,213,383
Program services expenses (Part IX)
$2,724,386
Management and general expenses
$80,879
Fundraising expenses
$0
Program service expenses (Part III)
$2,724,386

Program services were 97.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,849,663

  • 3 · Investment income

    total $159,203 · excluded $159,203

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,450,911 · program services $2,450,911

  • 11a · Fees: management

    total $270,193 · program services $255,933 · management and general $14,260

  • 11g · Fees: other

    total $27,404 · management and general $27,404

  • 13 · Office expenses

    total $11,653 · program services $10,795 · management and general $858

  • 14 · Information technology

    total $38,382 · program services $120 · management and general $38,262

  • 24a · Other expenses: BANK FEES

    total $6,722 · program services $6,627 · management and general $95

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $455,437 · end of year $281,421

  • 2 · Savings and temporary cash investments

    beginning of year $4,638,388 · end of year $5,002,941

  • 4 · Accounts receivable

    beginning of year $47,039 · end of year $28,749

  • 17 · Accounts payable and accrued expenses

    beginning of year $131,082 · end of year $99,728

  • 27 · Net assets without donor restrictions

    beginning of year $4,859 · end of year $20,067

  • 28 · Net assets with donor restrictions

    beginning of year $5,004,923 · end of year $5,193,316

Mission and programs · 2023

Mission

TO EFFICIENTLY AND COMPASSIONATELY PROVIDE A FULL SUITE OF DISASTER RELIEF AND EMERGENCY ASSISTANCE PROGRAMS TO ORGANIZATIONS FOR THE BENEFIT OF THEIR PRESENT AND FUTURE EMPLOYEES AND ELIGIBLE DEPENDENTS. IN DOING SO, EMPLOYERS ALLOW EMPLOYEES TO HELP THEMSELVES AND EACH OTHER DURING TIMES OF ECONOMIC HARDSHIP AND BENEFIT FROM A WORKFORCE THAT FEELS SUPPORTED IN TIMES OF CRISIS.

Activities or mission (Part I)

TO PROVIDE DISASTER RELIEF AND EMERGENCY ASSISTANCE PROGRAMS.

  • TO PROVIDE DISASTER RELIEF AND EMERGENCY ASSISTANCE PROGRAMS. THE ORGANIZATION PROVIDED PATIENT ASSISTANCE TO 585 PEOPLE AND EMPLOYEE ASSISTANCE TO 838 PEOPLE DURING 2023.

    Expenses $2,724,386 · Grants $2,450,911

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chris Meyer

    PRESIDENT

    Total calculated
    $521,252
    From this org
    $0
    From related orgs
    $443,088
    Other
    $78,164
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,888 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $13,200 related
    Deferred
    $0 + $37,813 related
    Nontaxable benefits
    $0 + $40,351 related
    Filer's total
    $0 + $521,252 related

  • John M Spain

    VICE PRESIDENT - THRU 6/30/23

    Total calculated
    $304,219
    From this org
    $0
    From related orgs
    $271,253
    Other
    $32,966
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,214 related
    Bonus
    $0 + $49,603 related
    Other
    $0 + $34,436 related
    Deferred
    $0 + $20,625 related
    Nontaxable benefits
    $0 + $12,341 related
    Filer's total
    $0 + $304,219 related

  • Edmund J Giering IV

    SECRETARY

    Total calculated
    $295,737
    From this org
    $0
    From related orgs
    $224,112
    Other
    $71,625
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,254 related
    Bonus
    $0
    Other
    $0 + $24,858 related
    Deferred
    $0 + $46,727 related
    Nontaxable benefits
    $0 + $24,898 related
    Filer's total
    $0 + $295,737 related

  • Deborah Pickell

    TREASURER

    Total calculated
    $308,737
    From this org
    $0
    From related orgs
    $247,435
    Other
    $61,302
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,735 related
    Bonus
    $0
    Other
    $0 + $23,700 related
    Deferred
    $0 + $50,122 related
    Nontaxable benefits
    $0 + $11,180 related
    Filer's total
    $0 + $308,737 related

  • Brenna Benson Lamb

    VICE PRESIDENT

    Total calculated
    $279,902
    From this org
    $0
    From related orgs
    $236,113
    Other
    $43,789
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,265 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $1,848 related
    Deferred
    $0 + $21,500 related
    Nontaxable benefits
    $0 + $22,289 related
    Filer's total
    $0 + $279,902 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I LINE 3
A RELATED TAX EXEMPT ORGANIZATION DETERMINES THE COMPENSATION OF AND PAYS THE PRESIDENT. THE RELATED ORGANIZATION'S BOARD CHAIR PREPARES AND DISTRIBUTES A CEO SURVEY TO ALL OF THE CURRENT BOARD MEMBERS OF THE RELATED ORGANIZATION. THE CHAIR COLLECTS THE COMPLETED SURVEYS AND PREPARES AN ANONYMOUS SUMMARY OF THE RESULTS. THE RELATED ORGANIZATION'S INDEPENDENT COMPENSATION COMMITTEE REVIEWS THE RESULTS AND USES THEIR KNOWLEDGE OF COMPARABLE DATA FROM SIMILAR FOUNDATION PEERS AND STANDARDS FROM SIMILAR POSITIONS WITHIN THE BATON ROUGE COMMUNITY TO DETERMINE THE CEO SALARY FOR THE NEXT YEAR. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE RELATED ORGANIZATION'S BOARD FOR THE CEO'S SALARY. THE BOARD APPROVES THE CEO'S SALARY AND DOCUMENTS THE PROCESS.
PART I LINE 4B
EDMUND GIERING AND DEBORAH PICKELL PARTICIPATE IN AN IRC SECTION 457(F) DEFERRED COMPENSATION PLAN AS A RESULT OF HIS/HER EMPLOYEMENT WITH A RELATED ORGANIZATION. THE PLAN IS DESIGNED TO PROVIDE A RETIREMENT SUPPLEMENT FOR EXECUTIVE PARTICIPANTS. THEY EARN 20% GROSS SALARY PER YEAR. THE BALANCE ACCUMULATED IN THE PLAN IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. NO DISTRIBUTIONS WERE RECEIVED FROM THE PLAN IN THE CURRENT YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CPDC PROPERTIES LP

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • 5401 NORTH LLC

    N/A · REAL ESTATE · LA

    Directly controlled by WMF

  • 5401 CFN I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by 5401 NORTH INVE

  • CPRT AMERICANA LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPRT

  • 5401 NORTH INVESTMENTS I

    N/A · REAL ESTATE · LA

    Directly controlled by CPRT

  • TRANSBIO VENTURES LP

    N/A · INVESTMENT · DE

    Directly controlled by BRAF

  • CANCER FOCUS FUND

    N/A · INVESTMENT · TX

    Directly controlled by BRAF

  • BCBC LAND LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPDC PROPERTIES

  • BCBC SHOPPES LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPDC PROPERTIES

  • CPRT QOF I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • CPRT QOZB I LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • CPRT QOZB II LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • KANNAPOLIS CROSSING LP

    N/A · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • BR ACQUISITIONS LLC

    N/A · REAL ESTATE · LA

    Directly controlled by CPMC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CAPITOL HOUSE HOTEL LLC

    C · REAL ESTATE · LA

    Directly controlled by WMF

  • COMMERCIAL PROPERTIES REALTY TRUST

    C · REAL ESTATE · MD

    Directly controlled by WMF

  • COMMERCIAL PROPERTIES MGMT CORP

    C · REAL ESTATE MGMT · LA

    Directly controlled by WMF

  • COMMERCIAL PROPERTIES DEVELOPMENT CORP

    C · REAL ESTATE · LA

    Directly controlled by COM PROP MGT CO

  • BON CARRE CPDC II INC

    C · HOLDING CORP · LA

    Directly controlled by CP REALTY TRUST

  • CHARITABLE REMAINDER TRUSTS (6)

    T · INVESTMENT · LA

    Directly controlled by BRAF

  • CHARITABLE REMAINDER TRUST (1)

    T · INVESTMENT · NC

    Directly controlled by BRAF

  • CHARITABLE REMAINDER TRUST (3)

    T · INVESTMENT · LA

    Directly controlled by BRAF

  • GRAY FOX MINERAL CORPORATION

    S · INVESTMENT · LA

    Directly controlled by BRAF

  • FRONT STREET CONDOMINIUM ASSOC INC

    C · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

  • 5401 NORTH COMMERCIAL OWNERS ASSOCIATION

    C · COMMERCIAL ASSN · NC

    Directly controlled by CP REALTY TRUST

  • CPRT HE LLC

    C · REAL ESTATE · LA

    Directly controlled by CP REALTY TRUST

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202443199349304084

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