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Nonprofiteer
← UNITED WAY OF SOUTHWEST LOUISIANA INC

Form 990 for tax year 2023

Filed by UNITED WAY OF SOUTHWEST LOUISIANA INC.

Totals

Total revenue
$6,326,964
Total expenses
$5,488,401
Contributions and grants received
$5,146,290
Grants paid
$2,363,106
Program service revenue
$574,952
Investment income
$597,307
Other revenue
$8,415
Total assets, end of year
$15,843,315
Total liabilities, end of year
$676,795
Net assets or fund balances, end of year
$15,166,520
Program services expenses (Part IX)
$4,516,487
Management and general expenses
$409,955
Fundraising expenses
$561,959
Program service expenses (Part III)
$4,516,487

Program services were 82.3% 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.

  • 1a · Federated campaigns

    $131,451

  • 1e · Government grants (contributions)

    $263,134

  • 1f · All other contributions, gifts and grants

    $4,751,705

  • 2a · Program service revenue: Contract Income

    total $494,244 · related or exempt $494,244

  • 2b · Program service revenue: Processing Fee Revenue

    total $80,708 · related or exempt $80,708

  • 3 · Investment income

    total $598,069 · excluded $598,069

  • 7b · Less cost or other basis and sales expenses

    other assets $762

  • 7c · Gain or loss

    other assets -$762

  • 7d · Net gain or loss

    total -$762 · related or exempt -$762

  • 8a · Fundraising events: gross income

    $22,814

  • 8b · Fundraising events: direct expenses

    $29,767

  • 8c · Net income from fundraising events

    total -$6,953 · excluded -$6,953

  • 11a · Other revenue: Meeting Income

    total $1,780 · related or exempt $1,780

  • 11b · Other revenue: Miscellaneous Revenues

    total $13,588 · related or exempt $13,588

  • 11e · Other revenue, total

    $15,368

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,162,601 · program services $1,162,601

  • 2 · Grants to domestic individuals

    total $1,200,505 · program services $1,200,505

  • 5 · Compensation of officers, directors and key employees

    total $302,359 · program services $160,250 · management and general $63,495 · fundraising $78,614

  • 7 · Other salaries and wages

    total $691,523 · program services $371,249 · management and general $144,577 · fundraising $175,697

  • 8 · Pension plan contributions

    total $97,502 · program services $56,304 · management and general $18,539 · fundraising $22,659

  • 9 · Other employee benefits

    total $143,469 · program services $78,386 · management and general $29,289 · fundraising $35,794

  • 10 · Payroll taxes

    total $94,581 · program services $51,861 · management and general $19,224 · fundraising $23,496

  • 11c · Fees: accounting

    total $29,853 · program services $4,841 · management and general $21,980 · fundraising $3,032

  • 12 · Advertising and promotion

    total $10,301 · program services $4,828 · fundraising $5,473

  • 13 · Office expenses

    total $79,885 · program services $52,132 · management and general $15,108 · fundraising $12,645

  • 14 · Information technology

    total $82,630 · program services $40,899 · management and general $18,779 · fundraising $22,952

  • 16 · Occupancy

    total $13,914 · program services $8,070 · management and general $2,922 · fundraising $2,922

  • 17 · Travel

    total $10,840 · program services $4,947 · management and general $2,652 · fundraising $3,241

  • 19 · Conferences, conventions and meetings

    total $19,140 · program services $1,861 · management and general $1,843 · fundraising $15,436

  • 20 · Interest

    total $21,236 · program services $12,317 · management and general $4,460 · fundraising $4,459

  • 22 · Depreciation, depletion and amortization

    total $75,468 · program services $43,772 · management and general $15,848 · fundraising $15,848

  • 23 · Insurance

    total $44,249 · program services $19,332 · management and general $11,912 · fundraising $13,005

  • 24a · Other expenses: Campaign Expenses

    total $82,394 · fundraising $82,394

  • 24b · Other expenses: Repairs and Maintenance

    total $54,756 · program services $30,716 · management and general $11,691 · fundraising $12,349

  • 24c · Other expenses: Organizational Expenses

    total $9,466 · program services $2,732 · management and general $3,031 · fundraising $3,703

  • 24d · Other expenses: United Way Programs

    total $1,184,509 · program services $1,184,509

  • 24e · All other expenses

    total $77,220 · program services $24,375 · management and general $24,605 · fundraising $28,240

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,860,444 · end of year $10,345,032

  • 2 · Savings and temporary cash investments

    beginning of year $983,163 · end of year $2,305,377

  • 3 · Pledges and grants receivable

    beginning of year $1,524,572 · end of year $1,338,156

  • 4 · Accounts receivable

    beginning of year $55,220 · end of year $48,400

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,271 · end of year $38,382

  • 10a · Land, buildings and equipment: cost or other basis

    $2,420,354

  • 10b · Land, buildings and equipment: accumulated depreciation

    $689,234

  • 10c · Land, buildings and equipment, net

    beginning of year $1,777,356 · end of year $1,731,120

  • 15 · Other assets

    beginning of year $12,043 · end of year $36,848

  • 17 · Accounts payable and accrued expenses

    beginning of year $199,990 · end of year $211,868

  • 23 · Secured mortgages and notes payable

    beginning of year $523,562 · end of year $436,603

  • 25 · Other liabilities

    beginning of year $177,560 · end of year $28,324

  • 27 · Net assets without donor restrictions

    beginning of year $12,265,899 · end of year $13,128,699

  • 28 · Net assets with donor restrictions

    beginning of year $2,062,058 · end of year $2,037,821

Mission and programs · 2023

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.

  • Support of Community Initiatives, Disaster Management, Case Management and Other Programs - 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, we provide our own programs including supporting victims of Hurricane Ida, Hurricane Laura, and also support other community-led initiatives such as the Community Helpline, 2-1-1 referral systems, Disaster Response, Prisoner Re-Entry Program, Temporary Assistance for Needy Families Program, and the Voluntary Income Tax Assistance Program and others.

    Expenses $2,395,369 · Grants $1,200,505 · Revenue $494,244

  • 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.

    Expenses $1,162,601 · Grants $1,162,601 · Revenue $80,708

  • 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.

    Expenses $958,517

As filed on the 2023 return.

Listed in Part VII

  • Denise Durel

    PresidentChief Executive Off

    Total calculated
    $202,142
    From this org
    $166,333
    From related orgs
    $0
    Other
    $35,809
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,333
    Bonus
    $20,000
    Other
    not reported
    Deferred
    $18,907
    Nontaxable benefits
    $16,902
    Filer's total
    $202,142

  • Jennifer Dimas

    Director of Finance

    Total calculated
    $100,217
    From this org
    $80,844
    From related orgs
    $0
    Other
    $19,373
    Hours/week
    40

  • Tanya Gaudet

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tony Guillory

    Director

    Total calculated
    $0
    Hours/week
    2

  • Nathan Keller

    Director

    Total calculated
    $0
    Hours/week
    2

  • Marcie Michalko

    Director

    Total calculated
    $0
    Hours/week
    2

  • Patricia Prebula

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mike Solari

    Director

    Total calculated
    $0
    Hours/week
    2

  • Paige Clayton

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tonya Griffith

    Director

    Total calculated
    $0
    Hours/week
    2

  • Debra Lastrapes

    Director

    Total calculated
    $0
    Hours/week
    2

  • Joe Robinson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Scot Tyler

    Director

    Total calculated
    $0
    Hours/week
    2

  • Shana Scales

    Director

    Total calculated
    $0
    Hours/week
    2

  • Wendy Aguillard

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tony Wood

    Director

    Total calculated
    $0
    Hours/week
    2

  • Greg Defrates

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kevin Lacy

    Director

    Total calculated
    $0
    Hours/week
    2

  • James McGee

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Stephen Dwight

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Kirk Pellerin

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Keith Faul

    Member at Large

    Total calculated
    $0
    Hours/week
    2

  • Gregory Thibodeaux

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Boyd Boudreaux

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Floyd Mitchell

    Member at Large

    Total calculated
    $0
    Hours/week
    2

  • Missy Amidon

    Member at Large

    Total calculated
    $0
    Hours/week
    2

  • Leona Fletcher

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    2

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

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Other non-fixed payments (Part I, line 7)
The Organization provides non-fixed payments in the form of bonuses when the Executive Director meets or exceeds Board of Director goals.

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
18 October 2024
IRS schema version
2023v5.1
Source object
202412969349300706

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