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Nonprofiteer
← United Way of Iberia Inc

Form 990 for tax year 2023

Filed by United Way of Iberia Inc.

Totals

Total revenue
$29,563
Total expenses
$157,524
Contributions and grants received
$29,455
Grants paid
$152,284
Program service revenue
$0
Investment income
$108
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$157,284
Management and general expenses
$240
Fundraising expenses
$0
Program service expenses (Part III)
$157,284

Program services were 99.8% 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.

  • 1f · All other contributions, gifts and grants

    $29,455

  • 3 · Investment income

    total $108 · related or exempt $108

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

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $152,284 · program services $152,284

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $4,800 · program services $4,560 · management and general $240

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: OTHER

    total $440 · program services $440

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $104,067 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $23,726 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $18 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $420 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $270

  • 27 · Net assets without donor restrictions

    beginning of year $102,745

  • 28 · Net assets with donor restrictions

    beginning of year $25,216

Mission and programs · 2023

Mission

TO IMPROVE THE QUALITY OF LIFE OF ALL PEOPLE BY GATHERING AND DISTRIBUTING, IN AN EFFICIENT AND ACCOUNTABLE MANNER, COMMUNITY RESOURCES WHICH RESPOND TO PRIORITY HEALTH AND HUMAN SERVICE NEEDS.

  • GRANTS TO AGENCIES - AGENCIES APPLY ANNUALLY TO THE UNITED WAY OF IBERIA FOR THEIR PROGRAMS WHICH FIT UNDER THE 501(C)(3) DESRCRIPTION OF BEING A HUMAN SERVICES PROGRAM. VOLUNTEERS WHO REPRESENT A BROAD SPECTRUM OF THE COMMUNITY COMPRISE OUR COMMUNITY INVESTMENT COMMITTEE AND THIS COMMITTEE REVIEWS WRITTEN APPLICATIONS, MAKES SITE VISITS TO WITNESS THE PROGRAM IN OPERATION, INTERVIEWS REPRESENTATIVES OF THE PROGRAMS AND THEN DETERMINES HOW THE FUNDS AVAILABLE ARE DISTRIBUTED AMONGST THOSE WHO APPLIED AND QUALIFIED FOR FUNDING.THE GRANTS ARE DISTRIBUTED IN 12 EQUAL MONTHLY INSTALLMENTS. DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE ORGANIZATION PROVIDED FINANCIAL ASSISTANCE TO FOUR ORGANIZATIONS TOTALING $24,000.

    Expenses $152,284

  • COMMUNITY IMPACT WAS ESTABLISHED TO DISTRIBUTE SOME OF THE STAFF SALARIES AND OTHER EXPENSE WHICH DIRECTLY AFFECT CLIENTS AND/OR MAKE A PERMANENT IMPACT WITHIN THE COMMUNITY. EXAMPLE: ACCESS FREEDOM RAMP PROJECT THAT PROVIDED HANDICAP RAMPS TO THOSE CLIENTS WHO HAVE NO ACCESS IN OR OUT OF THEIR HOMES. IN ADDITION, UNITED WAY HOSTS PERIODIC MEETINGS (COMMUNITY RETREAT AND COMMUNITY CONVERSATIONS) WHOSE OUTCOMES DIRECTLY AFFECT THE ISSUES MEMBERS OF THE COMMUNITY WISH TO SEE UNITED WAY FOCUS THEIR ENERGIES TO INSTATE POSITIVE, PERMANENT CHANGE FOR ALL RESIDENTS OF THE IBERIA PARISH COMMUNITY.

    Expenses $5,000

  • RESOURCE CENTER - THIS IS AN IN-HOUSE PROGRAM ESTABLISHED TO ASSIST CLIENTS WITH BASIC AND/OR EMERGENCY NEEDS. FUNDS FOR THIS PROGRAM ARE ESTABLISHED THROUGH THE UNITED WAY BUDGET PROCESS AND ARE APPROVED AND MONITORED BY THE BOARD OF DIRECTORS. DISTRIBUTION OF SOME OF THE STAFF SALARIES ARE EXPENSED THROUGH THIS PROGRAM FOR THE TIME SPENT DIRECTLY ASSISTING CLIENTS OR WORKING ON SPECIAL PROJECTS THROUGHOUT THE YEAR, SUCH AS THE ANNUAL SCHOOL SUPPLY DRIVE AND HOLIDAY ADOPTIONS.

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

Listed in Part VII

  • Farrell Armentor

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Kristi Boudreaux

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Royce Boyer

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • Martha Girouard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Delores Johnson-Reid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Zack Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Judy Vaughn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David O

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dean Wattigny

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Carrie Templeton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Beth Frederick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Eric Armentor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Karl Meche

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Karen Wyble

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sean Trcalek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Heather Blanchard

    President & CEO

    Total calculated
    $0
    Hours/week
    1

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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • 720513639

    $152,284

    Liquidation · CURRENCY · Apr 8, 2024 · 501(c)(3)

Provenance

Return type
form_990
Tax year
2023
Filed
30 July 2024
IRS schema version
2023v5.1
Source object
202432129349300133

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

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