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Nonprofiteer
← LIVING WELL FOUNDATION

Form 990 for tax year 2022

Filed by LIVING WELL FOUNDATION.

Totals

Total revenue
$556,882
Total expenses
$619,292
Contributions and grants received
$26,653
Grants paid
$336,359
Program service revenue
$7,924
Investment income
$496,085
Other revenue
$26,220
Total assets, end of year
$46,548,668
Total liabilities, end of year
$60,208
Net assets or fund balances, end of year
$46,488,460
Program services expenses (Part IX)
$336,359
Management and general expenses
$282,933
Fundraising expenses
$0
Program service expenses (Part III)
$336,359

Program services were 54.3% 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.

  • 1e · Government grants (contributions)

    $25,000

  • 1f · All other contributions, gifts and grants

    $1,653

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

    total $7,924 · related or exempt $7,924

  • 3 · Investment income

    total $496,085 · excluded $496,085

  • 7a · Gross sales of assets other than inventory

    securities $1,745,000

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

    securities $1,745,000

  • 11a · Other revenue: ANNUAL UPDATE TO COMMUNITY

    total $25,760 · excluded $25,760

  • 11b · Other revenue: OTHER

    total $460 · related or exempt $460

  • 11e · Other revenue, total

    $26,220

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $336,359 · program services $336,359

  • 7 · Other salaries and wages

    total $109,011 · management and general $109,011

  • 9 · Other employee benefits

    total $4,867 · management and general $4,867

  • 10 · Payroll taxes

    total $8,592 · management and general $8,592

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

    total $33,261 · management and general $33,261

  • 11f · Fees: investment management

    total $50,259 · management and general $50,259

  • 11g · Fees: other

    total $9,328 · management and general $9,328

  • 12 · Advertising and promotion

    total $1,267 · management and general $1,267

  • 13 · Office expenses

    total $13,303 · management and general $13,303

  • 16 · Occupancy

    total $1,793 · management and general $1,793

  • 17 · Travel

    total $874 · management and general $874

  • 19 · Conferences, conventions and meetings

    total $1,104 · management and general $1,104

  • 20 · Interest

    total $1,276 · management and general $1,276

  • 22 · Depreciation, depletion and amortization

    total $14,094 · management and general $14,094

  • 23 · Insurance

    total $13,059 · management and general $13,059

  • 24a · Other expenses: ANNUAL UPDATE EVENT

    total $15,020 · management and general $15,020

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $7,866,267 · end of year $83,439

  • 4 · Accounts receivable

    beginning of year $191,605 · end of year $201,425

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,157 · end of year $13,085

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

    $89,922

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

    $68,582

  • 10c · Land, buildings and equipment, net

    beginning of year $23,807 · end of year $21,340

  • 11 · Investments: publicly traded securities

    beginning of year $40,084,749 · end of year $46,228,343

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,234 · end of year $6,705

  • 18 · Grants payable

    beginning of year $128,379 · end of year $42,120

  • 25 · Other liabilities

    end of year $11,383

  • 27 · Net assets without donor restrictions

    beginning of year $1,832,356 · end of year $288,808

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2022

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 SPECIAL GRANT CYCLE 2022 TO PROVIDE FUNDS TO QUALIFIED ORGANIZATIONS IN NORTHEAST LA. AWARDS TOTALED 248,581 DURING THIS CYCLE FOR FOCUSED ONGOING RECOVERY NEEDS FROM THE PANDEMIC AND/OR DISASTERS, INCLUDING MEDICAL, DENTAL, AND BEHAVIORAL HEALTH PROJECTS. IN ADDITION, THE FOUNDATION AWARDED 30,500 FOR TWO SPECIAL FUNDED PROJECTS OUTSIDE THE NORMAL GRANT CYCLE.

    Expenses $279,081 · Grants $279,081

  • 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 2022, THE DENTAL HYGIENE INITIATIVE WAS AGAIN FUNDED AT 33,578 TO PROVIDE DENTAL HYGIENE SERVICES BOTH IN A SCHOOL-BASED DENTAL CLINIC AND A MOBILE UNIT.

    Expenses $33,578 · Grants $33,578

  • DURING 2022, THE FOUNDATION RECEIVED A STATE GRANT FOR A SECOND YEAR TO ADMINISTER DENTAL SEALANTS TO CHILDREN ON SCHOOL CAMPUSES. THE FOUNDATION UTILIZED THIRD-PARTY PROVIDERS THROUGH A SPECIAL FUNDING AGREEMENT TO ACCOMPLISH THE GOALS OF THE PROJECT THROUGHOUT MULTIPLE PARISHES IN NORTHEAST LA.

    Expenses $23,700 · Grants $23,700

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alice M Prophit

    PRESIDENT &

    Total calculated
    $0

  • Monica Turner

    EXEC ASST/SE

    Total calculated
    $0

  • 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
2022
Filed
15 May 2023
IRS schema version
2022v5.0
Source object
202341359349318519

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.