Form 990 for tax year 2023
Filed by UNITED WAY OF BEAUMONT & NORTH JEFFERSON COUNTY.
Totals
- Total revenue
- $1,175,272
- Total expenses
- $1,298,151
- Contributions and grants received
- $1,108,880
- Grants paid
- $819,579
- Program service revenue
- $0
- Investment income
- $74,713
- Other revenue
- -$8,321
- Total assets, end of year
- $6,844,974
- Total liabilities, end of year
- $1,107,602
- Net assets or fund balances, end of year
- $5,737,372
- Program services expenses (Part IX)
- $1,085,101
- Management and general expenses
- $117,680
- Fundraising expenses
- $95,370
- Program service expenses (Part III)
- $1,085,101
Program services were 83.6% 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.
-
1c · Fundraising events
$77,106
-
1f · All other contributions, gifts and grants
$1,031,774
-
3 · Investment income
total $89,803 · excluded $89,803
-
7a · Gross sales of assets other than inventory
securities $845,824
-
7b · Less cost or other basis and sales expenses
securities $860,914
-
7c · Gain or loss
securities -$15,090
-
7d · Net gain or loss
total -$15,090 · related or exempt -$15,090
-
8a · Fundraising events: gross income
$1,000
-
8a · Fundraising events: contributions included on line 1c
$77,106
-
8b · Fundraising events: direct expenses
$17,346
-
8c · Net income from fundraising events
total -$16,346 · excluded -$16,346
-
11a · Other revenue: MISCELLANEOUS
total $8,025 · excluded $8,025
-
11e · Other revenue, total
$8,025
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $819,579 · program services $819,579
-
7 · Other salaries and wages
total $172,483 · program services $75,893 · management and general $53,634 · fundraising $42,956
-
8 · Pension plan contributions
total $14,082 · program services $6,945 · management and general $4,776 · fundraising $2,361
-
9 · Other employee benefits
total $28,961 · program services $12,377 · management and general $9,756 · fundraising $6,828
-
10 · Payroll taxes
total $13,109 · program services $5,766 · management and general $4,074 · fundraising $3,269
-
11c · Fees: accounting
total $31,795 · program services $15,093 · management and general $12,185 · fundraising $4,517
-
11f · Fees: investment management
total $5,447 · management and general $5,447
-
13 · Office expenses
total $23,323 · program services $3,364 · management and general $2,999 · fundraising $16,960
-
14 · Information technology
total $2,131 · program services $865 · management and general $681 · fundraising $585
-
16 · Occupancy
total $32,172 · program services $13,542 · management and general $10,677 · fundraising $7,953
-
17 · Travel
total $4,592 · program services $1,886 · management and general $1,536 · fundraising $1,170
-
19 · Conferences, conventions and meetings
total $3,458 · program services $1,455 · management and general $1,148 · fundraising $855
-
21 · Payments to affiliates
total $13,852 · program services $5,333 · management and general $4,268 · fundraising $4,251
-
22 · Depreciation, depletion and amortization
total $1,918 · program services $803 · management and general $633 · fundraising $482
-
23 · Insurance
total $10,862 · program services $4,572 · management and general $3,612 · fundraising $2,678
-
24a · Other expenses: DISASTER RELIEF GRANTS
total $68,377 · program services $68,377
-
24b · Other expenses: SPECIAL GRANTS
total $55,826 · program services $55,826
-
24c · Other expenses: SUPPLIES
total $2,487 · program services $1,865 · management and general $1,470 · fundraising -$848
-
24d · Other expenses: MISCELLANEOUS
total $2,363 · program services $854 · management and general $424 · fundraising $1,085
-
24e · All other expenses
total -$8,666 · program services -$9,294 · management and general $360 · fundraising $268
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $272,642 · end of year $229,154
-
2 · Savings and temporary cash investments
beginning of year $998,493 · end of year $675,825
-
3 · Pledges and grants receivable
beginning of year $306,664 · end of year $221,824
-
4 · Accounts receivable
beginning of year $21,097 · end of year $13,620
-
9 · Prepaid expenses and deferred charges
beginning of year $4,772 · end of year $8,098
-
10a · Land, buildings and equipment: cost or other basis
$90,347
-
10b · Land, buildings and equipment: accumulated depreciation
$83,873
-
10c · Land, buildings and equipment, net
beginning of year $8,821 · end of year $6,474
-
11 · Investments: publicly traded securities
beginning of year $1,671,709 · end of year $2,027,879
-
15 · Other assets
beginning of year $3,601,600 · end of year $3,662,100
-
17 · Accounts payable and accrued expenses
beginning of year $79,256 · end of year $82,610
-
18 · Grants payable
beginning of year $957,899 · end of year $921,471
-
19 · Deferred revenue
beginning of year $82,972 · end of year $103,521
-
27 · Net assets without donor restrictions
beginning of year $2,095,694 · end of year $2,075,272
-
28 · Net assets with donor restrictions
beginning of year $3,669,977 · end of year $3,662,100
Mission and programs · 2023
Mission
PROVIDE VISIONARY LEADERSHIP IN UNITING THE COMMUNITY'S RESOURCES OF DONORS, VOLUNTEERS, AND NONPROFIT ORGANIZATIONS TO ADDRESS COMMUNITY NEEDS IN A TRUSTWORTHY AND ACCOUNTABLE WAY
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $1,016,724 · Grants $819,579
-
SPECIAL, ONE-TIME GRANTS TO PARTNER AGENCIES AND OTHER NONPROFIT ORGANIZATIONS TO MEET EMERGENCY NEEDS. PARTNER AGENCIES SUBMITTED GRANT REQUESTS WHICH WERE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES
-
OTHER PROGRAM SERVICES THAT RAISE AWARENESS OF COMMUNITY NEEDS IN THE AREAS OF EDUCATION, INCOME AND HEALTH.
Expenses $68,377
As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Karyn HusbandsKARYN HUSBANDS
PRESIDENT
- Total calculated
- $112,498
- From this org
- $112,498
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Pat AndersonPAT ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Joanie AndrepontJOANIE ANDREPONT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Jason ApodacaJASON APODACA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Laura AustinLAURA AUSTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Clayton AuthementCLAYTON AUTHEMENT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Raymond BegnaudRAYMOND BEGNAUD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Debbie BridgemanDEBBIE BRIDGEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
David CastronovoDAVID CASTRONOVO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Sade' ChickSADE' CHICK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Gregory ClarkGREGORY CLARK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Natosha ColemanNATOSHA COLEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kelci CrawfordKELCI CRAWFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Tea DoTEA DO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Jacques GagneJACQUES GAGNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Jennifer GregoryJENNIFER GREGORY
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Bekah GuedryBEKAH GUEDRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Brandi HamiltonBRANDI HAMILTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Lori HigginsLORI HIGGINS
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 0.5
-
Annie Neild HowellANNIE NEILD HOWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff Beaver JrJEFF BEAVER JR
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul KoesterPAUL KOESTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Steve LyleSTEVE LYLE
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Nic McLaughlinNIC MCLAUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Kevin NectouxKEVIN NECTOUX
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ana PeredaANA PEREDA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Lee PotterLEE POTTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Lisa PrejeanLISA PREJEAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Natalie RiosNATALIE RIOS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Andrea RossANDREA ROSS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Shanna SavageSHANNA SAVAGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Dave StevensDAVE STEVENS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Amy TarverAMY TARVER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Don ThompsonDON THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Phillip TrewPHILLIP TREW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Daylyn TurnerDAYLYN TURNER
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeff WheelerJEFF WHEELER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Josh WilliamsJOSH WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Lauren WilliamsLAUREN WILLIAMS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
Barbara WilsonBARBARA WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
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.
Grants on this return
-
NUTRITION & SERVICES FOR SENIORS
$152,021
PROGRAM SERVICES
-
SALVATION ARMY
$114,347
PROGRAM SERVICES
-
PROGRAM SERVICES
-
$81,578
PROGRAM SERVICES
-
$73,021
PROGRAM SERVICES
-
$48,695
PROGRAM SERVICES
-
$42,000
PROGRAM SERVICES
-
$38,190
PROGRAM SERVICES
-
$25,228
PROGRAM SERVICES
-
PROGRAM SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520789349300217
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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