ST JOHN UNITED WAY

EIN: 237204234 501(c)(3)

RESERVE, LA

Total Revenue
$1,300,655
Total Expenses
$1,217,602
Total Assets
$1,629,852
Net Assets
$1,470,557
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
LA
Principal Officer
DOLORES MONTZ
Phone
9856519118
Tax Period
2024-07-01 to 2025-06-30

ST JOHN UNITED WAY, founded in 1972, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 6% surplus.

Mission

UNITING PEOPLE AND RESOURCES TO CREATE LASTING CHANGES IN ST. JOHN THE BAPTIST PARISH BY FOCUSING ON THE BUILDING BLOCKS FOR A BETTER LIFE- HEALTH, EDUCATION AND FINANCIAL STABILITY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $775,923
Program Service Revenue $0
Investment Income $32,598
Other Revenue $492,134
TOTAL REVENUE $1,300,655

Expense Breakdown

Grants Paid $915,807
Salaries & Benefits $255,865
Fundraising Expenses $116,080
Program Expenses $1,027,632
Other Expenses $45,930
TOTAL EXPENSES $1,217,602

Year-over-Year Comparison

2024 2023 Change
Revenue $1,300,655 $821,813 +0.6%
Expenses $1,217,602 $1,120,825 +0.1%
Net Income $83,053 $-299,012 -1.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
15
Independent Members
15
Employees
3
Volunteers
100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$68,676
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GILDA ARCURI PRESIDENT 2.00
Officer Director
$0 $0 $0
ANNETTE FAIRCLOTH SECRETARY / TREASURER 2.00
Officer Director
$0 $0 $0
LOREN LEAKE DIRECTOR 1.00
Director
$0 $0 $0
GREG MAURIN VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
PATRICK MORTON VP COMMUNITY IMPACT 2.00
Officer Director
$0 $0 $0
DAWN MAYEUX VP RESOURCE DEVELOPMENT 2.00
Officer Director
$0 $0 $0
LITTICE BACON BLOOD DIRECTOR 1.00
Director
$0 $0 $0
TRICIA THOMPSON DIRECTOR 1.00
Director
$0 $0 $0
JAMES WAGNER DIRECTOR 1.00
Director
$0 $0 $0
SANDY LAMBERT DIRECTOR 1.00
Director
$0 $0 $0
IMAN MONTGOMERY DIRECTOR 1.00
Director
$0 $0 $0
FLO DUMAS DIRECTOR 1.00
Director
$0 $0 $0
BYRON HOLLIS DIRECTOR 1.00
Director
$0 $0 $0
CONNIE WISE DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE ZAIDAIN DIRECTOR 1.00
Director
$0 $0 $0
DOLORES MONTZ EXECUTIVE DIRECTOR 40.00
Officer
$68,676 $0 $68,676
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,300,655 $1,217,602 $1,629,852 $83,053
2024 $821,813 $1,120,825 $1,507,554 $-299,012
2023 $797,949 $970,066 $1,800,124 $-172,117
2022 $2,319,126 $1,317,868 $1,993,177 $1,001,258
2021 $573,199 $629,158 $894,606 $-55,959
2020 $764,806 $1,225,379 $1,107,701 $-460,573
2019 $918,648 $1,056,980 $1,434,525 $-138,332
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