Skip to content
Nonprofiteer
← UNITED WAY FOR SOUTH LOUISIANA

Form 990 for tax year 2023

Filed by UNITED WAY FOR SOUTH LOUISIANA.

Totals

Total revenue
$841,991
Total expenses
$990,004
Contributions and grants received
$823,094
Grants paid
$394,984
Program service revenue
$0
Investment income
$18,897
Other revenue
$0
Total assets, end of year
$2,403,594
Total liabilities, end of year
$809,925
Net assets or fund balances, end of year
$1,593,669
Program services expenses (Part IX)
$601,877
Management and general expenses
$154,888
Fundraising expenses
$233,239
Program service expenses (Part III)
$601,877

Program services were 60.8% 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.

  • 1a · Federated campaigns

    $487,307

  • 1c · Fundraising events

    $131,941

  • 1f · All other contributions, gifts and grants

    $203,846

  • 1g · Noncash contributions included above

    $71,586

  • 3 · Investment income

    total $18,897 · unrelated business $0 · excluded $0

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

    $131,941

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $394,984 · program services $394,984

  • 5 · Compensation of officers, directors and key employees

    total $58,288 · program services $21,567 · management and general $22,149 · fundraising $14,572

  • 7 · Other salaries and wages

    total $152,736 · program services $56,512 · management and general $58,040 · fundraising $38,184

  • 9 · Other employee benefits

    total $48,864 · program services $18,080 · management and general $18,568 · fundraising $12,216

  • 10 · Payroll taxes

    total $13,490 · program services $4,992 · management and general $5,126 · fundraising $3,372

  • 11c · Fees: accounting

    total $14,501 · program services $5,365 · management and general $5,510 · fundraising $3,626

  • 12 · Advertising and promotion

    total $22,825 · program services $8,446 · management and general $8,673 · fundraising $5,706

  • 14 · Information technology

    total $30,870 · program services $11,422 · management and general $11,731 · fundraising $7,717

  • 17 · Travel

    total $1,099 · program services $406 · management and general $418 · fundraising $275

  • 21 · Payments to affiliates

    total $8,809 · program services $8,809 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $13,654 · program services $5,053 · management and general $5,187 · fundraising $3,414

  • 23 · Insurance

    total $22,257 · program services $8,235 · management and general $8,458 · fundraising $5,564

  • 24a · Other expenses: Hurricane Ida

    total $47,269 · program services $47,269 · management and general $0 · fundraising $0

  • 24b · Other expenses: Video airing

    total $15,000 · program services $0 · management and general $0 · fundraising $15,000

  • 24c · Other expenses: Special events

    total $103,861 · program services $0 · management and general $0 · fundraising $103,861

  • 24d · Other expenses: Loaned executives

    total $12,476 · program services $0 · management and general $0 · fundraising $12,476

  • 24e · All other expenses

    total $29,021 · program services $10,737 · management and general $11,028 · fundraising $7,256

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $305,354 · end of year $295,098

  • 2 · Savings and temporary cash investments

    beginning of year $1,339,575 · end of year $1,354,190

  • 3 · Pledges and grants receivable

    beginning of year $543,169 · end of year $545,588

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,451 · end of year $29,265

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

    $267,896

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

    $88,443

  • 10c · Land, buildings and equipment, net

    beginning of year $184,339 · end of year $179,453

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,080 · end of year $67,414

  • 18 · Grants payable

    beginning of year $644,126 · end of year $742,511

  • 27 · Net assets without donor restrictions

    beginning of year $1,561,472 · end of year $1,383,976

  • 28 · Net assets with donor restrictions

    beginning of year $180,210 · end of year $209,693

Mission and programs · 2023

Mission

Raise, collect, and distribute funds.

  • Senior Citizens

    Expenses $45,000 · Grants $45,000

  • Prevention

    Expenses $117,000 · Grants $117,000

  • Emergency Services

    Expenses $118,000 · Grants $118,000

  • Literacy/Education, Health and Daycare, and Youth Development

    Expenses $153,276 · Grants $153,276

  • Community Problem Solving

    Expenses $144,143

  • Information and Referral

    Expenses $12,229

  • Fund Distribution

    Expenses $12,229

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

Listed in Part VII

  • Alina Merlos

    Executive Director

    Total calculated
    $58,287
    From this org
    $58,287
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Courtney Alcock

    Secretary

    Total calculated
    $0
    Hours/week
    0.5

  • David Boudreaux

    Vice President at Large

    Total calculated
    $0
    Hours/week
    0.5

  • Darlene Rodrigue

    Treasurer

    Total calculated
    $0
    Hours/week
    0.5

  • Kim Elfert

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Timothy Emerson

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Earl Eues

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Mike Fakier

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Garett Hohensee

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Paul Labat

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Bryce Ledet

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Jerry Ledet

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Jay Clune

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Joellen Marcel

    Board President

    Total calculated
    $0
    Hours/week
    0.5

  • Diane Yeates

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Al Richard

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0

  • Elmy Savoie

    Campaign Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Greg Stock

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Arlanda Williams

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Sue Szush

    Past President

    Total calculated
    $0
    Hours/week
    0.5

  • Harvey Authement

    Vice President at Large

    Total calculated
    $0
    Hours/week
    0.5

  • Michelle Mickie Rousseau

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Kristine Strickland

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Vernon Bourgeois

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Gary Palmer

    Board Member

    Total calculated
    $0
    Hours/week
    0.25

  • Carlo Gagliano

    Fund Distribution Co-Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Brett Duthu

    Fund Distribution Co-Chair

    Total calculated
    $0
    Hours/week
    0.5

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
31 October 2024
IRS schema version
2023v5.1
Source object
202433109349300923

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.