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Nonprofiteer
← LOUISIANA ASSOCIATION OF UNITED WAYS INC

Form 990 for tax year 2023

Filed by LOUISIANA ASSOCIATION OF UNITED WAYS INC.

Totals

Total revenue
$5,575,992
Total expenses
$5,010,289
Contributions and grants received
$116,215
Grants paid
$539,297
Program service revenue
$5,378,500
Investment income
$80,614
Other revenue
$663
Total assets, end of year
$3,253,030
Total liabilities, end of year
$1,150,904
Net assets or fund balances, end of year
$2,102,126
Program services expenses (Part IX)
$4,740,690
Management and general expenses
$269,599
Fundraising expenses
$0
Program service expenses (Part III)
$4,740,690

Program services were 94.6% 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.

  • 1b · Membership dues

    $107,349

  • 1f · All other contributions, gifts and grants

    $8,866

  • 2a · Program service revenue: LA 211 PROGRAM

    total $5,283,059 · related or exempt $5,283,059

  • 2b · Program service revenue: SCCC PROGRAM

    total $76,260 · related or exempt $76,260

  • 2c · Program service revenue: ALICE

    total $19,181 · related or exempt $19,181

  • 3 · Investment income

    total $80,614 · excluded $80,614

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $663 · related or exempt $663

  • 11e · Other revenue, total

    $663

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $539,297 · program services $539,297

  • 5 · Compensation of officers, directors and key employees

    total $176,419 · program services $166,926 · management and general $9,493

  • 7 · Other salaries and wages

    total $343,749 · program services $184,707 · management and general $159,042

  • 9 · Other employee benefits

    total $12,599 · program services $12,599

  • 10 · Payroll taxes

    total $37,962 · program services $37,962

  • 11c · Fees: accounting

    total $44,774 · program services $20,535 · management and general $24,239

  • 11g · Fees: other

    total $3,555,530 · program services $3,513,646 · management and general $41,884

  • 12 · Advertising and promotion

    total $1,327 · program services $1,327

  • 13 · Office expenses

    total $25,100 · program services $14,235 · management and general $10,865

  • 14 · Information technology

    total $74,570 · program services $69,166 · management and general $5,404

  • 16 · Occupancy

    total $146,610 · program services $145,071 · management and general $1,539

  • 17 · Travel

    total $18,191 · program services $18,191

  • 19 · Conferences, conventions and meetings

    total $7,679 · program services $268 · management and general $7,411

  • 22 · Depreciation, depletion and amortization

    total $155 · management and general $155

  • 23 · Insurance

    total $26,327 · program services $16,760 · management and general $9,567

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,097,610 · end of year $2,843,900

  • 4 · Accounts receivable

    beginning of year $170,326 · end of year $402,498

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,629 · end of year $6,517

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

    $2,934

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

    $2,819

  • 10c · Land, buildings and equipment, net

    beginning of year $270 · end of year $115

  • 17 · Accounts payable and accrued expenses

    beginning of year $60,203 · end of year $102,690

  • 21 · Escrow or custodial account liability

    beginning of year $678,209 · end of year $1,048,214

  • 27 · Net assets without donor restrictions

    beginning of year $1,388,169 · end of year $1,579,318

  • 28 · Net assets with donor restrictions

    beginning of year $148,254 · end of year $522,808

Mission and programs · 2023

Mission

LAUW'S MISSION IS TO INTEGRATE ACTION AND RESOURCES FOR THE COMMON GOOD. SIGNIFICANT ACTIVITIES INCLUDE STATEWIDE COORDINATION OF BOTH THE LA 2-1-1 AND ALICE PROJECT (ASSET LIMITED INCOME CONSTRAINED EMPLOYED) AND SERVICE AS THE PRINCIPAL COMBINED FUNDRAISING ORGANIZATION (PCFO) FOR THE LOUISIANA STATE COMBINED CHARITABLE CAMPAIGN.

  • LOUISIANA 211 IS A STATEWIDE NONPROFIT NETWORK PROVIDING FREE INFORMATION AND REFERRAL TO LOUISIANA CITIZENS, 24/7, INCLUDING TIMES OF DISASTER. ADDITIONALLY, LOUISIANA 211 REFERRAL AND CARE COORDINATION CENTERS PROVIDE CLOSED LOOP CLIENT CARE SERVICES IN ALL REGIONS OF LOUISIANA. LOUISIANA ASSOCIATION OF UNITED WAYS SERVES AS THE STATEWIDE PROJECT DEVELOPER FOR LOUISIANA 211. THIS STATEWIDE NETWORK PARNTERS WITH THE LOUISIANA BOARD OF REGENTS AND THE LOUISIANA DEPARTMENT OF CORRECTIONS. THE LOUISIANA 211 STATEWIDE NETWORK ALSO PROVIDES LICENSING ACCESS TO ITS STATEWIDE COMPILATION OF COMMUNITY RESOURCE DATA MAINTAINED BY NETWORK PARTNERS.

    Expenses $4,629,252 · Grants $539,297 · Revenue $5,283,722

  • LAUW WORKS WITH THE NATIONAL UNITED FOR ALICE AND UNITED WAYS THROUGHOUT LOUISIANA TO COORDINATE THE ALICE PROJECT IN LOUISIANA. IN THIS ROLE, LAUW ALSO ARRANGES THE PRODUCTION OF THE ALICE REPORT FOR LOUISIANA IN COLLABORATION WITH LOUISIANA UNITED WAYS. THE ALICE REPORT: A STUDY OF FINANCIAL HARDSHIP IN LOUISIANA GIVES AN IDENTITY AND VOICE TO PEOPLE WHO WORK HARD YET STILL STRUGGLE TO MAKE ENDS MEET - PEOPLE WE CALL ALICE: ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED. ALICE LIVES IN EVERY PARISH IN LOUISIANA.

    Expenses $28,704 · Revenue $19,181

  • AS PER ACT 501 OF THE 2012 LA LEGISLATIVE SESSION (LAC 4: III CHAPTER 11), LAUW SERVES AS THE PRINCIPAL COORDINATING FUNDRAISING ORGANIZATION (PCFO) FOR THE LOUISIANA STATEWIDE COMBINED CHARITABLE CAMPAIGN (LA SCCC). LAUNCHING IN SEPTEMBER 2014, THIS ANNUAL CAMPAIGN REACHES MORE THAN 35,000 STATE EMPLOYEES AND PROVIDES EMPLOYEES OPTIONS TO GIVE THROUGH PAYROLL DEDUCTIONS. APPROVED HEALTH AND HUMAN SERVICE CHARITIES ARE ELIGIBLE TO RECEIVE THESE DESIGNATED DONATIONS. LAUW WORKS CLOSELY WITH THE OFFICE OF UNIFORM PAYROLL IN THE LA DIVISION OF ADMINISTRATION TO CARRY OUT THIS CAMPAIGN.

    Expenses $82,734 · Revenue $76,260

  • THE LOUISIANA ASSOCIATION OF UNITED WAYS (LAUW) IS AN ASSOCIATION OF EIGHT REGIONAL UNITED WAYS SERVING 53 PARISHES THROUGHOUT LOUISIANA. TOGETHER, MEMBERS WORK TO TACKLE COMMON CHALLENGES OUR ENTIRE STATE FACES. MEMBERSHIP SERVICES ARRANGES FOR PROFESSIONAL TRAINING AND FACILITATIVE PROJECT MANAGEMENT TO ADVANCE THE IMPACT AND ENGAGEMENT WORK OF LOCAL UNITED WAYS. LAUW WORKS CLOSELY WITH THE UNITED WAY COUNCIL OF STATES AND UNITED WAY WORLDWIDE TO PROVIDE BENEFITS TO MEMBERS.

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

Listed in Part VII

  • SARAH H BERTHELOT

    PRESIDENT AND CEO

    Total calculated
    $182,100
    From this org
    $176,418
    From related orgs
    $0
    Other
    $5,682
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,418
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,682
    Filer's total
    $182,100

  • GEORGE BELL

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LATORIA THOMAS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • GINGER LECOMPTE

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • DENISE DUREL

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JANET S DURDEN

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MICHELLE PURL

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • HEATHER BLANCHARD

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DOLORES MONTZ

    MEMBER

    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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Provenance

Return type
form_990
Tax year
2023
Filed
17 December 2024
IRS schema version
2023v5.1
Source object
202443529349301504

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