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Nonprofiteer
← LIVING WELL FOUNDATION

Form 990 for tax year 2023

Filed by LIVING WELL FOUNDATION.

Totals

Total revenue
$1,315,373
Total expenses
$839,318
Contributions and grants received
$2,313
Grants paid
$544,005
Program service revenue
$60,717
Investment income
$1,250,642
Other revenue
$1,701
Total assets, end of year
$48,109,698
Total liabilities, end of year
$55,187
Net assets or fund balances, end of year
$48,054,511
Program services expenses (Part IX)
$544,005
Management and general expenses
$295,313
Fundraising expenses
$0
Program service expenses (Part III)
$544,005

Program services were 64.8% 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

    $2,313

  • 2a · Program service revenue: RETURN OF UNSPENT GRANTS

    total $60,717 · related or exempt $60,717

  • 3 · Investment income

    total $1,253,706 · excluded $1,253,706

  • 7a · Gross sales of assets other than inventory

    securities $1,466,936

  • 7b · Less cost or other basis and sales expenses

    securities $1,470,000

  • 7c · Gain or loss

    securities -$3,064

  • 7d · Net gain or loss

    total -$3,064 · related or exempt -$3,064

  • 11a · Other revenue: ANNUAL UPDATE TO COMMUNITY

    total $1,200 · excluded $1,200

  • 11b · Other revenue: OTHER

    total $501 · related or exempt $501

  • 11e · Other revenue, total

    $1,701

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $544,005 · program services $544,005

  • 5 · Compensation of officers, directors and key employees

    total $124,202 · management and general $124,202

  • 9 · Other employee benefits

    total $4,393 · management and general $4,393

  • 10 · Payroll taxes

    total $9,233 · management and general $9,233

  • 11b · Fees: legal

    total $5,825 · management and general $5,825

  • 11c · Fees: accounting

    total $34,755 · management and general $34,755

  • 11f · Fees: investment management

    total $55,145 · management and general $55,145

  • 11g · Fees: other

    total $8,224 · management and general $8,224

  • 12 · Advertising and promotion

    total $1,022 · management and general $1,022

  • 13 · Office expenses

    total $15,002 · management and general $15,002

  • 16 · Occupancy

    total $1,748 · management and general $1,748

  • 17 · Travel

    total $1,317 · management and general $1,317

  • 19 · Conferences, conventions and meetings

    total $4,576 · management and general $4,576

  • 20 · Interest

    total $585 · management and general $585

  • 22 · Depreciation, depletion and amortization

    total $13,228 · management and general $13,228

  • 23 · Insurance

    total $16,058 · management and general $16,058

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,695,203 · end of year $6,106,715

  • 4 · Accounts receivable

    beginning of year $201,425 · end of year $305,139

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,085 · end of year $16,173

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

    $91,655

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

    $81,810

  • 10c · Land, buildings and equipment, net

    beginning of year $21,340 · end of year $9,845

  • 11 · Investments: publicly traded securities

    beginning of year $39,616,579 · end of year $41,670,790

  • 15 · Other assets

    beginning of year $1,036 · end of year $1,036

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,705 · end of year $8,587

  • 18 · Grants payable

    beginning of year $42,120 · end of year $41,732

  • 19 · Deferred revenue

    end of year $2,500

  • 25 · Other liabilities

    beginning of year $11,383 · end of year $2,368

  • 27 · Net assets without donor restrictions

    beginning of year $288,808 · end of year $1,854,859

  • 28 · Net assets with donor restrictions

    beginning of year $46,199,652 · end of year $46,199,652

Mission and programs · 2023

Mission

THE FOUNDATION ADMINISTERED ACTIVITIES RELATED TO RENDERING CARE TO THE SICK AND INJURED OR IN THE PROMOTION OF HEALTH, COOPERATED WITH OTHER PUBLIC AND PRIVATE INSTITUTIONS AND AGENCIES ENGAGED IN PROVIDING HOSPITAL AND OTHER HEALTH CARE SERVICES TO RESIDENTS OF THE DISTRICT, AND PARTICIPATED IN ACTIVITIES DESIGNED AND CONDUCTED TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. THE FOUNDATION'S AREA OF SERVICE INCLUDED THE FOLLOWING EIGHT NORTHEASTERN LOUISIANA PARISHES: CALDWELL, FRANKLIN, JACKSON, LINCOLN, MOREHOUSE, OUACHITA, RICHLAND AND UNION.

  • THE FOUNDATION HELD A GRANT CYCLE 2023 TO PROVIDE FUNDS TO QUALIFIED ORGANIZATIONS IN NORTHEAST LA FOR MEDICAL, DENTAL, AND BEHAVIORAL PROJECTS. THESE PROJECTS TOTALED 348,127.

    Expenses $348,127 · Grants $348,127

  • WITHIN THE SCOPE OF ITS MISSION AND VISION, THE BOARD OF DIRECTORS SOMETIMES APPROVES FUNDING FOR SPECIFIC INITIATIVES, OUTSIDE THE NORMAL GRANT-MAKING CYCLE, TO SERVICE IDENTIFIED AREAS OF NEED. DURING 2023, THE DENTAL HYGIENE INITIATIVE WAS AGAIN FUNDED AT 30,878 TO PROVIDE DENTAL HYGIENE SERVICES IN A SCHOOL-BASED DENTAL CLINIC, A MOBILE UNIT, AND AN ON-CAMPUS CLINIC AT ULM.

    Expenses $30,878 · Grants $30,878

  • WITHIN THE SCOPE OF ITS MISSION AND VISION THE BOARD OF DIRECTORS SOMETIMES APPROVES FUNDING FOR SPECIFIC INITIATIVES OUTSIDE THE NORMAL GRANT MAKING CYCLE. DURING 2023, THE SCHOOL BASED HEALTH CENTER INITIATIVE WAS FUNDED AT 165,000 TO PLACE A MEDICAL CLINIC ON THE CAMPUS OF OUACHITA PARISH HIGH SCHOOL.

    Expenses $165,000 · Grants $165,000

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

Listed in Part VII

  • Alice M Prophit

    PRESIDENT &

    Total calculated
    $100,700
    From this org
    $100,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Monica Turner

    EXEC ASST/SE

    Total calculated
    $23,502
    From this org
    $23,502
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Todd Burgess

    DIRECTOR

    Total calculated
    $0

  • Jim Allbritton

    BOARD CHAIR

    Total calculated
    $0

  • P Michelle Getret-Ford

    DIRECTOR

    Total calculated
    $0

  • Alberta Green

    VICE CHAIR

    Total calculated
    $0

  • G Robert Huffstutter

    VICE CHAIR

    Total calculated
    $0

  • Kenchen Phillips

    VICE CHAIR

    Total calculated
    $0

  • Chris Pittard

    DIRECTOR

    Total calculated
    $0

  • Melanie Massey-Groves

    DIRECTOR

    Total calculated
    $0

  • Doug Seegers

    DIRECTOR

    Total calculated
    $0

  • Shelby Sanchez Corral

    DIRECTOR

    Total calculated
    $0

  • Brandon Welch

    DIRECTOR

    Total calculated
    $0

  • Christine Wong Rambo

    DIRECTOR

    Total calculated
    $0

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2024
IRS schema version
2023v5.0
Source object
202401359349309690

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

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