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← LEONA TATE FOUNDATION FOR CHANGE INC

Form 990 for tax year 2022

Filed by LEONA TATE FOUNDATION FOR CHANGE INC.

Totals

Total revenue
$2,271,101
Total expenses
$732,320
Contributions and grants received
$2,185,979
Grants paid
$0
Program service revenue
$7,107
Investment income
$73,195
Other revenue
$4,820
Total assets, end of year
$23,146,735
Total liabilities, end of year
$19,668,886
Net assets or fund balances, end of year
$3,477,849
Program services expenses (Part IX)
$201,290
Management and general expenses
$495,085
Fundraising expenses
$35,945
Program service expenses (Part III)
$201,290

Program services were 27.5% 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

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $33,415

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $2,042,905

  • 1f · All other contributions, gifts and grants

    $109,659

  • 1g · Noncash contributions included above

    $0

  • 2f · All other program service revenue

    total $7,107 · related or exempt $7,107 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $73,195 · related or exempt $73,195 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $4,664 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $4,664 · personal property $0

  • 6d · Net rental income or loss

    total $4,664 · related or exempt $4,664 · unrelated business $0 · excluded $0

  • 7c · Gain or loss

    securities $0 · other assets $0

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

    $0

  • 11d · All other revenue

    total $156 · related or exempt $156 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $156

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $52,500 · program services $13,786 · management and general $38,714

  • 7 · Other salaries and wages

    total $67,572 · program services $17,744 · management and general $49,828

  • 10 · Payroll taxes

    total $9,185 · program services $2,388 · management and general $6,797

  • 11a · Fees: management

    total $28,000 · program services $27,000 · management and general $1,000

  • 11c · Fees: accounting

    total $17,494 · program services $17,494

  • 11e · Fees: professional fundraising services

    total $31,625 · fundraising $31,625

  • 11g · Fees: other

    total $131,459 · program services $5,350 · management and general $121,789 · fundraising $4,320

  • 12 · Advertising and promotion

    total $7,465 · program services $7,465

  • 13 · Office expenses

    total $11,831 · program services $11,195 · management and general $636

  • 16 · Occupancy

    total $1,762 · program services $1,762

  • 17 · Travel

    total $4,634 · program services $692 · management and general $3,942

  • 20 · Interest

    total $175,614 · management and general $175,614

  • 22 · Depreciation, depletion and amortization

    total $202 · program services $202

  • 23 · Insurance

    total $11,587 · program services $8,527 · management and general $3,060

  • 24a · Other expenses: Facility Rental

    total $79,290 · program services $79,290 · management and general $0 · fundraising $0

  • 24b · Other expenses: Loss on Investment

    total $58,607 · program services $0 · management and general $58,607 · fundraising $0

  • 24c · Other expenses: Events

    total $31,147 · program services $729 · management and general $30,418 · fundraising $0

  • 24d · Other expenses: Materials

    total $3,958 · program services $264 · management and general $3,694 · fundraising $0

  • 24e · All other expenses

    total $8,388 · program services $7,402 · management and general $986

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,978,950 · end of year $1,168,893

  • 3 · Pledges and grants receivable

    beginning of year $37,500

  • 4 · Accounts receivable

    beginning of year $31,635 · end of year $3,907

  • 5 · Loans and receivables from officers and key people

    beginning of year $13,682,949 · end of year $13,694,677

  • 8 · Inventories for sale or use

    end of year $1,147

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,620

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

    $1,200,577

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

    $201

  • 10c · Land, buildings and equipment, net

    beginning of year $1,115,605 · end of year $1,200,376

  • 13 · Investments: program-related

    beginning of year $7,077,735

  • 15 · Other assets

    end of year $7,077,735

  • 17 · Accounts payable and accrued expenses

    beginning of year $736,320 · end of year $60,724

  • 22 · Loans and payables to officers and key people

    beginning of year $740,000 · end of year $740,000

  • 24 · Unsecured notes and loans payable

    beginning of year $1,900,000 · end of year $2,000,000

  • 25 · Other liabilities

    beginning of year $18,561,234 · end of year $16,868,162

  • 27 · Net assets without donor restrictions

    beginning of year $483,075 · end of year $437,065

  • 28 · Net assets with donor restrictions

    beginning of year $1,514,365 · end of year $3,040,784

Mission and programs · 2022

Mission

THE LEONA TATE FOUNDATION'S MISSION IS TO PROMOTE, IMPROVE, AND ENHANCE RACIAL EQUALITY THROUGH VARIOUS AVENUES OF EDUCATION. TO EMPOWER AND ENRICH OUR COMMUNITIES FROM A SPIRITUAL, MULTICULTURAL, ECONOMICAL, HISTORICAL, AND SOCIAL PERSPECTIVE.

Activities or mission (Part I)

THE LEONA TATE FOUNDATION'S MISSION ISTO PROMOTE, IMPROVE, AND ENHANCE RACIAL EQUALITY THROUGH VARIOUS AVENUES OF EDUCATION. TO EMPOWER AND ENRICH OUR COMMUNITIES FROM A SPIRITUAL, MULTICULTURAL, ECONOMICAL, HISTORICAL, AND SOCIAL PERSPECTIVE.

  • IN 2009, LEONA TATE CREATED THE LEONA TATE FOUNDATION FOR CHANGE, INC (LTFC) TO CONTINUE EDUCATING ALL PEOPLE ABOUT THE LESSONS OF CIVIL RIGHTS AND MINORITIES? STRUGGLE FOR EQUALITY. LTFC OPERATES WITH THE MISSION: ?TO PROMOTE, IMPROVE AND ENHANCE RACIAL EQUALITY THROUGH VARIOUS AVENUES OF EDUCATION. ?TO EMPOWER AND ENRICH OUR COMMUNITIES FROM A SPIRITUAL, MULTICULTURAL, ECONOMICAL, HISTORICAL AND SOCIAL PERSPECTIVE. THE FOUNDATION IS DEDICATED TO PRESERVING, INTERPRETING AND DISSEMINATING THE STORY OF THE CIVIL RIGHTS STRUGGLE FOR EQUAL EDUCATION IN NEW ORLEANS, BY SHARING THE STORIES OF THE THREE AFRICAN-AMERICAN GIRLS WHO INTEGRATED MCDONOGH #19 IN 1960 AND THOSE WHO HELPED TO MAKE DESEGREGATION A REALITY. LTFC SEEKS TO REACH PEOPLE OF ALL AGES AND ETHNICITIES. DEVOTED TO ITS MISSION, LTFC CELEBRATES THE COURAGE OF ORDINARY PEOPLE IN THE STRUGGLE FOR EQUALITY AND CREATES A SAFE SPACE TO DEVELOP IDEAS AND METHODS TO BUILD A MORE JUST SOCIETY. AFTER OVER TEN YEARS OF PLANNING AND FUNDRAISING, THE LEONA TATE FOUNDATION FOR CHANGE, INC. ACQUIRED MCDONOGH #19 IN JANUARY 2020 WITH THE PRIMARY GOAL OF RESTORING THE HISTORIC PROPERTY AND PROVIDING A PLACE TO EDUCATE THE COMMUNITY ABOUT NEW ORLEANS CIVIL RIGHTS HISTORY. FROM APRIL 2020- MARCH 2021, THE FOUNDATION HAS MANAGED THE CONSTRUCTION AND TRANSITION OF MCDONOGH #19 TO THE TATE ETIENNE & PREVOST (TEP) INTERPRETIVE CENTER. THE TEP CENTER IS A CAMPUS BUILT ON ANTI-RACIST PRINCIPLES, WHERE THE FOUNDATION AND ITS PARTNERS HAVE THE UNIQUE OPPORTUNITY TO BRIDGE CIVIL RIGHTS EXHIBITS AND EDUCATION WITH SOCIAL JUSTICE ADVOCACY IN THE PHYSICAL SPACE WHERE HISTORY HAPPENED. BEYOND THE CONTINUED DEVELOPMENT OF MCDONOGH #19, AS IT TRANSITIONS TO THE TATE, ETIENNE & PREVOST INTERPRETIVE CENTER, IN 2020, THE LEONA TATE FOUNDATION CONTINUED THE DAILY OPERATION OF THE LOWER NINTH WARD LIVING MUSEUM. LTFC ASSUMED THE RESPONSIBILITY OF OPERATING THE LIVING MUSEUM IN 2017. THIS SIX-ROOM HOUSE MUSEUM IS DEDICATED TO SHARING THE NARRATIVES OF LOWER NINTH WARD RESIDENTS AND THE CULTURE THAT MAKES THIS NEW ORLEANS GEM SO SPECIAL. FROM OPENING ITS DOORS IN 2013 UNTIL THE BEGINNING OF THE PANDEMIC, THE LIVING MUSEUM WELCOMED AN AVERAGE OF 18,000 VISITORS PER YEAR. WITH THE OPENING OF THE TEP CENTER SLATED FOR NOVEMBER 2021, LTFC HAS SPENT THE PAST YEAR ADOPTING APPROPRIATE COVID-19 OPERATIONAL PROCEDURES FOR THE CENTER. WITH RESEARCH ON GUIDANCE FROM THE CDC AND EXPERIENCE OPERATING THE LOWER NINTH WARD LIVING MUSEUM, LTFC IS FULLY PREPARED TO OPEN THE TEP CENTER WITH STANDARD SAFETY PROTOCOLS. EVEN WITH THE COVID-19 PANDEMIC, LTFC CONTINUED PROGRAMMING THAT HELPS REACH THE MISSION TO EDUCATE THE PUBLIC ON CIVIL RIGHTS AND HISTORY OF SYSTEMIC RACISM. LTFC CONDUCTED FIVE EDUCATIONAL TEP TALKS AND WAS A PART OF THE CITYWIDE ?60TH ANNIVERSARY PROCLAMATION DAY'' IN NOVEMBER 2020, WHICH COMMEMORATED THE 60TH ANNIVERSARY OF SCHOOL DESEGREGATION IN NEW ORLEANS.

    Expenses $201,290

As filed on the 2022 return.

Listed in Part VII

  • Leona Tate

    EXECUTIVE DIRECTOR

    Total calculated
    $52,500
    From this org
    $52,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

  • Sarah Bruzzi

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Willie Calhoun

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Alyssa Conti

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Rebecca Cooper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Caroline Heldman

    BOARD CHAIR - 8/22-12/22

    Total calculated
    $0
    Hours/week
    2

  • Arthur Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Kathleen Payadue

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Bette Perez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Brad Phillipson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Guillemet

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Barbara Major

    BOARD CHAIR - 4/22-7/22

    Total calculated
    $0
    Hours/week
    2

  • Leon Waters

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Sybil Reed

    CO CHAIR - 8/22-12/22

    Total calculated
    $0
    Hours/week
    1

  • Tremaine Knighten-Riley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    50

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202301359349310325

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