Living Well Foundation
- Assets
- $46.5m
- Revenue
- $556.9k
- Investments
- $0.0
- Employees
- 2
- Location
- West Monroe, LA
- Founding
- 06/2007
- Data as of
- 12/2022
- EIN
- 20-5705242
Organization Overview
Living Well Foundation is located in West Monroe, LA. The organization was established in 2007. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. As of 12/2022, Living Well Foundation employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Living Well Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Living Well Foundation generated $556.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (6.5%) each year. All expenses for the organization totaled $619.3k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (1.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Living Well Foundation has awarded 161 individual grants totaling $3,309,908. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Alice M Prophit President & | Officer | $0 | |
Monica Turner Exec Asst/se | Officer | $0 | |
Todd Burgess Director | Trustee | $0 | |
Jim Allbritton Board Chair | OfficerTrustee | $0 | |
P Michelle Getret-Ford Director | Trustee | $0 | |
Alberta Green Vice Chair | OfficerTrustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $25,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,653 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $26,653 |
| Total Program Service Revenue | $7,924 |
| Investment income | $496,085 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $556,882 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $336,359 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $109,011 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $4,867 |
| Payroll taxes | $8,592 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $5,825 |
| Fees for services: Accounting | $33,261 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $50,259 |
| Fees for services: Other | $9,328 |
| Advertising and promotion | $1,267 |
| Office expenses | $13,303 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $1,793 |
| Travel | $874 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,104 |
| Interest | $1,276 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $14,094 |
| Insurance | $13,059 |
| All other expenses | $15,020 |
| Total functional expenses | $619,292 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $83,439 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $201,425 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $13,085 |
| Net Land, buildings, and equipment | $21,340 |
| Investments—publicly traded securities | $46,228,343 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,036 |
| Total assets | $46,548,668 |
| Accounts payable and accrued expenses | $6,705 |
| Grants payable | $42,120 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $11,383 |
| Total liabilities | $60,208 |
| Net assets without donor restrictions | $288,808 |
| Net assets with donor restrictions | $46,199,652 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $46,548,668 |
Grants Awarded
Over the last fiscal year, Living Well Foundation has awarded $319,959 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
HSD NO1A FOR THE PARISH OF RICHLANDBA DELHI COMMUNITY HEALTH CENTER PURPOSE: HEALTHY KIDZ ZONE | $19,765 |
FRANKLIN PARISH HSD 1DBA FRANKLIN MEDICAL CENTER PURPOSE: BEHAVIORAL HEALTH CL | $25,000 |
KIROLI FOUNDATION PURPOSE: HIGHLAND PARK WET | $15,000 |
LA EMERGENCY RESPONSE NETWORKLERN PURPOSE: REGION 8 TRAUMA | $20,500 |
MARY BIRD PERKINS CANCER CENTER PURPOSE: INCREASING HEALTH | $19,516 |
MERCY MEDICAL HEALTH CENTER PURPOSE: BRIGHT SMILES | $35,000 |