Skip to content
Nonprofiteer
← UNITED WAY OF SOUTHWEST LOUISIANA INC

Form 990 for tax year 2022

Filed by UNITED WAY OF SOUTHWEST LOUISIANA INC.

Totals

Total revenue
$6,416,688
Total expenses
$6,493,672
Contributions and grants received
$4,297,331
Grants paid
$3,247,413
Program service revenue
$1,813,439
Investment income
$291,450
Other revenue
$14,468
Total assets, end of year
$15,229,069
Total liabilities, end of year
$901,112
Net assets or fund balances, end of year
$14,327,957
Program services expenses (Part IX)
$5,609,801
Management and general expenses
$370,195
Fundraising expenses
$513,676
Program service expenses (Part III)
$5,609,801

Program services were 86.4% 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

    $20,619

  • 1c · Fundraising events

    $37,702

  • 1e · Government grants (contributions)

    $343,579

  • 1f · All other contributions, gifts and grants

    $3,895,431

  • 1g · Noncash contributions included above

    $48,056

  • 2a · Program service revenue: Contract Income

    total $1,690,470 · related or exempt $1,690,470

  • 2b · Program service revenue: Processing Fee Revenue

    total $122,969 · related or exempt $122,969

  • 3 · Investment income

    total $291,450 · excluded $291,450

  • 8a · Fundraising events: gross income

    $25,394

  • 8a · Fundraising events: contributions included on line 1c

    $37,702

  • 8b · Fundraising events: direct expenses

    $35,345

  • 8c · Net income from fundraising events

    total -$9,951 · excluded -$9,951

  • 11a · Other revenue: Meeting Income

    total $2,580 · related or exempt $2,580

  • 11b · Other revenue: Misellaneous Revenues

    total $21,839 · related or exempt $21,839

  • 11e · Other revenue, total

    $24,419

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,682,143 · program services $1,682,143

  • 2 · Grants to domestic individuals

    total $1,565,270 · program services $1,565,270

  • 5 · Compensation of officers, directors and key employees

    total $312,479 · program services $168,955 · management and general $62,496 · fundraising $81,028

  • 7 · Other salaries and wages

    total $613,289 · program services $332,650 · management and general $124,738 · fundraising $155,901

  • 8 · Pension plan contributions

    total $84,725 · program services $45,430 · management and general $17,683 · fundraising $21,612

  • 9 · Other employee benefits

    total $147,637 · program services $70,696 · management and general $35,724 · fundraising $41,217

  • 10 · Payroll taxes

    total $97,323 · program services $48,879 · management and general $21,800 · fundraising $26,644

  • 11c · Fees: accounting

    total $24,993 · program services $4,576 · management and general $17,438 · fundraising $2,979

  • 12 · Advertising and promotion

    total $8,679 · program services $3,756 · fundraising $4,923

  • 13 · Office expenses

    total $77,197 · program services $53,345 · management and general $11,067 · fundraising $12,785

  • 14 · Information technology

    total $87,502 · program services $76,968 · management and general $2,402 · fundraising $8,132

  • 16 · Occupancy

    total $15,152 · program services $8,788 · management and general $3,182 · fundraising $3,182

  • 17 · Travel

    total $12,888 · program services $5,983 · management and general $3,107 · fundraising $3,798

  • 19 · Conferences, conventions and meetings

    total $24,128 · program services $1,679 · management and general $10,102 · fundraising $12,347

  • 20 · Interest

    total $24,897 · program services $14,441 · management and general $5,228 · fundraising $5,228

  • 22 · Depreciation, depletion and amortization

    total $67,680 · program services $39,254 · management and general $14,213 · fundraising $14,213

  • 23 · Insurance

    total $36,097 · program services $22,350 · management and general $9,368 · fundraising $4,379

  • 24a · Other expenses: Campaign Expenses

    total $75,427 · fundraising $75,427

  • 24b · Other expenses: Repairs and Maintenance

    total $64,476 · program services $36,944 · management and general $13,501 · fundraising $14,031

  • 24c · Other expenses: Organizational Expenses

    total $10,337 · program services $6,664 · fundraising $3,673

  • 24d · Other expenses: United Way Programs

    total $1,391,100 · program services $1,391,100

  • 24e · All other expenses

    total $70,253 · program services $29,930 · management and general $18,146 · fundraising $22,177

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,932,152 · end of year $10,860,444

  • 2 · Savings and temporary cash investments

    beginning of year $7,852 · end of year $983,163

  • 3 · Pledges and grants receivable

    beginning of year $1,533,948 · end of year $1,524,572

  • 4 · Accounts receivable

    beginning of year $87,524 · end of year $55,220

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,090 · end of year $16,271

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

    $2,391,553

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

    $614,197

  • 10c · Land, buildings and equipment, net

    beginning of year $1,825,525 · end of year $1,777,356

  • 15 · Other assets

    beginning of year $2,443 · end of year $12,043

  • 17 · Accounts payable and accrued expenses

    beginning of year $232,959 · end of year $199,990

  • 23 · Secured mortgages and notes payable

    beginning of year $606,860 · end of year $523,562

  • 25 · Other liabilities

    beginning of year $158,774 · end of year $177,560

  • 27 · Net assets without donor restrictions

    beginning of year $11,545,008 · end of year $12,265,899

  • 28 · Net assets with donor restrictions

    beginning of year $2,859,933 · end of year $2,062,058

Mission and programs · 2022

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 $2,975,758 · Grants $1,565,270 · Revenue $1,690,470

  • 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 $1,682,143 · Grants $1,682,143 · Revenue $122,969

  • 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 $951,900

As filed on the 2022 return.

Listed in Part VII

  • Denise Durel

    PresidentChief Executive Off

    Total calculated
    $209,086
    From this org
    $174,451
    From related orgs
    $0
    Other
    $34,635
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,451
    Bonus
    $20,000
    Other
    not reported
    Deferred
    $17,738
    Nontaxable benefits
    $16,897
    Filer's total
    $209,086

  • Jennifer Dimas

    Director of Finance

    Total calculated
    $103,393
    From this org
    $83,544
    From related orgs
    $0
    Other
    $19,849
    Hours/week
    40

  • Marcie Michalko

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tanya Gaudet

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tony Wood

    Director

    Total calculated
    $0
    Hours/week
    2

  • Missy Amidon

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mike Solari

    Director

    Total calculated
    $0
    Hours/week
    2

  • Patricia Prebula

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tonya Griffith

    Director

    Total calculated
    $0
    Hours/week
    2

  • Claiborne Self

    Director

    Total calculated
    $0
    Hours/week
    2

  • Devon Hyde

    Director

    Total calculated
    $0
    Hours/week
    2

  • Debra Lastrapes

    Director

    Total calculated
    $0
    Hours/week
    2

  • Paula Gaspard

    Director

    Total calculated
    $0
    Hours/week
    2

  • Scot Tyler

    Director

    Total calculated
    $0
    Hours/week
    2

  • Wendy Aguillard

    Director

    Total calculated
    $0
    Hours/week
    2

  • Keith Faul

    Member at Large

    Total calculated
    $0
    Hours/week
    2

  • James McGee

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Floyd Mitchell

    Member at Large

    Total calculated
    $0
    Hours/week
    2

  • Gregory Thibodeaux

    Member at Large

    Total calculated
    $0
    Hours/week
    2

  • Stephen Dwight

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Kirk Pellerin

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Boyd Boudreaux

    Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Barry Brown

    Past Chair

    Total calculated
    $0
    Hours/week
    2

  • Leona Fletcher

    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
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202303109349301910

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.