2024-02-01T14:23:37-06:00 2023-06-30 720916213 BERNARD & FRANKS CORP OF CPA'S 4141 VETERANS BLVD SUITE 313 METAIRIE LA 700025581 990 2022-07-01 720408990 TRAVELERS AID SOCIETY OF GREATER NEW ORLEANS TRAV 5044123700 1530 GRAVIER STREET NEW ORLEANS LA 70112 DONNA PARAMORE EXECUTIVE DIRECTOR 5044123700 2024-02-01 1 DONNA PARAMORE 999009999 0 JAMES L WHITE P00028819 5048850170 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DONNA PARAMORE 1530 GRAVIER STREET NEW ORLEANS LA 70112 2228117 0 X N/A X 1913 LA TRAVELERS AID IS COMMITTED TO PREVENTING HOMELESSNESS AND TO HELPING HOMELESS OR STRANDED FAMILIES AND INDIVIDUALS REGAIN A SELF-SUFFICIENT LIFESTYLE. IN BRIEF, TRAVELERS AID SOCIETY PROVIDES CRISIS COUNSELING AND JOB SEARCH ASSISTANCE FOR HOMELESS INDIVIDUALS AND FAMILIES. 10 10 19 120 0 0 1690231 2151841 0 0 1475 7947 145082 68329 1836788 2228117 0 0 0 0 718231 910937 0 0 0 1191137 1581322 1909368 2492259 -72580 -264142 1281100 1055349 146516 165221 1134584 890128 X TRAVELERS AID SOCIETY IS COMMITTED TO PREVENTING HOMELESSNESS AND TO HELPING HOMELESS OR STRANDED FAMILIES AND INDIVIDUALS REGAIN A SELF-SUFFICIENT LIFESTYLE. IN BRIEF, TRAVELERS AID SOCIETY PROVIDES CRISIS COUNSELING AND JOB SEARCH ASSISTANCE FOR HOMELESS INDIVIDUALS AND FAMILIES. 0 0 2300421 CRISIS INTERVENTION COUNSELING PROGRAM PROVIDES CRISIS COUNSELING, SUPPORT SERVICES AND EMERGENCY FINANCIAL ASSISTANCE TO THE HOMELESS. SELF-HELP EMPLOYMENT PROGRAM PROVIDES JOB SEARCH COUNSELING AND FINANCIAL ASSISTANCE TO SECURE AND SUSTAIN EMPLOYMENT FOR THE HOMELESS. 2300421 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X THE ORGANIZATION 5044123700 1530 GRAVIER STREET NEW ORLEANS LA 70112 GEOFFREY GATES SECRETARY 1.00 X X 0 0 0 TUPPER ALLEN TREASURER 1.00 X X 0 0 0 TUPPER ALLEN II BOARD MEMBER 1.00 X 0 0 0 APIRL DAWN DAVENPORT BOARD MEMBER 1.00 X 0 0 0 JARED MATTHEWS PRESIDENT 6.00 X X 0 0 0 LINDA KEIFFER VICE PRESIDENT 1.00 X X 0 0 0 BRIAN CORNELIUS BOARD MEMBER 1.00 X 0 0 0 SHEILA K GOLD BOARD MEMBER 1.00 X 0 0 0 WENDY ROSLING BOARD MEMBER 1.00 X 0 0 0 DR GAY M STORY BOARD MEMBER 1.00 X 0 0 0 DONNA PARAMORE EXECUTIVE DIRECTOR 40.00 X 101398 0 13988 101398 0 13988 1 0 0 0 0 90020 2039612 22209 2151841 7947 7947 OCCUPANCY FEE PAYMENTS 624100 68329 68329 68329 2228117 68329 0 7947 910937 822193 88744 54394 28832 25562 655 655 3541 3187 354 24788 15596 9192 12718 11447 1271 15332 14750 582 8489 8489 5495 5495 31365 28228 3137 CLIENT EXPENSES 1171263 1171263 EMPLOYEE BENEFITS AND T 212016 188694 23322 DUES AND FEES 20380 2629 17751 SUPPLIES 9226 565 8661 11660 7542 4118 2492259 2300421 191838 0 268835 271741 90000 52965 328679 308403 3995 3995 68214 75825 38013 26106 18497 11907 502880 330513 1281100 1055349 62048 100595 84468 64626 146516 165221 X 1009381 837163 125203 52965 1134584 890128 1281100 1055349 -264142 19686 0 X X 0 1 X 1 1 1 X 1497818 1373393 1720101 1972342 2151841 8715495 120415 120415 131583 145082 517495 1618233 1493808 1851684 2117424 2151841 9232990 9232990 14105 20236 26617 1475 7947 70380 9303370 345157 0.99240 0.99150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125203 52965 125203 52965 80085 125203 80085 125203 76000 4085 80085 76000 76000 1.00000 0 0 38013 26106 11907 11907 MUTUAL FUNDS 330513 F 330513 X 2550688 19686 302885 322571 2228117 0 2228117 2795144 302885 302885 2492259 0 2492259 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AND EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE CODE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL EXEMPT INFORMATION RETURNS (FORM 990) FOR YEAR ENDED JUNE 30,2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. FORM 990, PART VI, SECTION A, LINE 2 THE BOARD MEMBER, TUPPER ALLEN, II, IS THE DAUGHTER OF THE VICE-PRESIDENT, TUPPER ALLEN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PRESENTED TO THE BOARD OF DIRECTORS AND A COPY OF THE FORM WAS GIVEN TO EACH BOARD MEMBER PRIOR TO THE MEETING TO READ AND STUDY. QUESTIONS FROM THE BOARD WERE PRESENTED TO MANAGEMENT AND THE CERTIFIED PUBLIC ACCOUNTANT TAX PREPARERS. BASED ON THE BOARD REVIEW THE FORM 990 WAS APPROVED FOR FILING WITH THE GOVERNMENT AND REVIEW BY THE PUBLIC. FORM 990, PART VI, SECTION B, LINE 12C THE TRAVELERS AID SOCIETY CONFLICT OF INTEREST POLICY IS PRESENTED TO EACH OFFICER AND BOARD MEMBER. THE CONFLICT OF INTEREST POLICY DOES NOT ALLOW ANY BOARD MEMBER OR OFFICER TO CONDUCT BUSINESS WITH THE ORGANIZATION. THE POLICY IS STRICTLY ENFORCED BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE IS EVALUATED BY THE BOARD OF DIRECTORS, COMPENSATION IS BASED ON AN AVERAGES FOR SIMILAR NON PROFITS IN THE AREA. THE BOARD REFERS TO SALARY SURVEYS IN ACCESSING OFFICERS SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. AUDIT COMMITTEE AND AUDIT SELECTION PROCESS THE SOCIETY HAS A FINANCE COMMITTEE COMPOSED OF OTHER FINANCIAL EXPERTS WHO ARE RESPONSIBLE FOR MONITORING AND HIRING THE ANNUAL AUDITS AND REVIEWS. THERE WAS NO CHANGES IN THE OVERSIGHT OR SELECTION PROCESS.