2024-03-07T16:54:23-06:00 2023-06-30 720398470 HEARD MCELROY & VESTAL LLC 333 TEXAS STREET SUITE 1525 SHREVEPORT LA 71101 990 2022-07-01 721376918 THE ARC CADDO-BOSSIER FOUNDATION ARCO 3182228392 351 JORDAN STREET SHREVEPORT LA 71101 KRISTEN POWERS EXECUTIVE DIRECTOR 3182228392 2024-02-28 1 KRISTEN POWERS 999009999 1 AIMEE P MCFARLAND P01492592 3184291525 2024-03-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTEN POWERS 351 JORDAN STREET SHREVEPORT LA 71101 1296855 0 X WWW.THEARCCADDOBOSSIER.ORG X 1997 LA THE ARC CADDO-BOSSIER FOUNDATION EXISTS TO MAXIMIZE THE MISSION AND ENSURE THE FINANCIAL STABILITY OF THE ARC CADDO-BOSSIER AND ITS AFFILIATES BY GENERATING AND ACCEPTING CONTRIBUTIONS, CREATING AND ADMINISTERING FUNDS, AND MAKING GRANTS OR LOANS THAT SUPPORT BOTH START-UP AND ON-GOING ARC PROGRAMS. 24 24 0 24 0 0 124274 77391 0 0 343979 387574 0 0 468253 464965 238062 189712 0 0 57288 60334 0 0 0 60934 56205 356284 306251 111969 158714 6939141 7541943 50599 58028 6888542 7483915 X THE ARC CADDO-BOSSIER FOUNDATION EXISTS TO MAXIMIZE THE MISSION AND ENSURE THE FINANCIAL STABILITY OF THE ARC CADDO-BOSSIER AND ITS AFFILIATES BY GENERATING AND ACCEPTING CONTRIBUTIONS, CREATING AND ADMINISTERING FUNDS, AND MAKING GRANTS OR LOANS THAT SUPPORT BOTH START-UP AND ONGOING ARC PROGRAMS. 0 0 189712 189712 TO PROMOTE, SUPPORT, AND FURTHER THE INTERESTS AND PURPOSES OF THE ARC CADDO-BOSSIER, A TAX EXEMPT ORGANIZATION UNDER CODE SECTION 501(C)(3), AND ITS AFFILIATES. 189712 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X X MS KRISTEN POWERS 3182218392 351 JORDAN SHREVEPORT LA 71101 JAMES L FORTSON JR TRUSTEE 1.00 X 0 0 0 BROOKS MAY TRUSTEE 1.00 X 0 0 0 THERESA MELDRUM TRUSTEE 1.00 X 0 0 0 HENRY E PRICE TRUSTEE 1.00 X 0 0 0 GISELE P BRYANT TRUSTEE 1.00 X 0 0 0 NORMAN DUHON TRUSTEE 1.00 X 0 0 0 THE REV KENNETH PAUL TRUSTEE 1.00 X 0 0 0 BRIAN EVANS TRUSTEE 1.00 X 0 0 0 ADAM SISTRUNK TRUSTEE 1.00 X 0 0 0 PAUL PRATT TRUSTEE 1.00 X 0 0 0 KYLE PAYNE TRUSTEE 1.00 X 0 0 0 GREG LOTT TRUSTEE 1.00 X 0 0 0 SALLY GARDNER TRUSTEE 1.00 X 0 0 0 STEPHEN FORTSON TRUSTEE 1.00 X 0 0 0 DEBBIE BANKS TRUSTEE 1.00 X 0 0 0 SUSAN WHITELAW TRUSTEE 1.00 X 0 0 0 TODD MUSLOW TRUSTEE 1.00 X 0 0 0 TRISHA PETERSEN TRUSTEE 1.00 X 0 0 0 DWIGHT VERGES TRUSTEE 1.00 X 0 0 0 MARK MOSS TRUSTEE 1.00 X 0 0 0 KELLY TURNER VICE PRESIDENT 1.00 X 0 0 0 MARCIA MOFFATT SECRETARY 1.00 X 0 0 0 JOE BADT TREASURER 1.00 X 0 0 0 CLINT SNELL PRESIDENT 1.00 X 0 0 0 KRISTEN POWERS EXECUTIVE DIRECTOR 1.00 40.00 X 0 94634 0 0 94634 0 0 0 0 0 0 77391 77391 184220 184220 1035244 831890 203354 203354 203354 464965 0 0 387574 189712 189712 55453 55453 1249 1249 3632 3632 850 850 20084 20084 16438 16438 950 950 10873 10873 MISCELLANEOUS 5039 5039 UTILITIES 1329 1329 EQUIPMENT LEASE 642 642 306251 189712 116539 0 347614 312769 18286 1785 6573241 7227389 6939141 7541943 50599 58028 50599 58028 X 6838542 7433915 50000 50000 6888542 7483915 6939141 7541943 158714 436659 0 X 0 1 X 1 0 X X 3 THE ARC CADDO-BOSSIER 720482891 10 1 99712 0 GREAT RESULTS EQUINE ASSISTED THERAPIES INC 721377252 10 1 90000 0 LOUISIANA DISABLED PERSONS HOUSING CORPORATION 720979552 7 0 0 0 3 189712 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, LINE 1 THE ARC CADDO-BOSSIER AND GREAT RESULTS EQUINE ASSITED THERAPY ARE BOTH LISTED IN THE ORGANIZATION'S GOVERNING DOCUMENTS. IN THE CURRENT TAX YEAR, THE ARC CADDO-BOSSIER FOUNDATION ALSO SUPPORTED LOUISIANA DISABLED PERSONS HOUSING CORPORATION, A 501(C)(3) ENTITY. THIS ENTITY IS RELATED TO THEM AND PROVIDES LOW COST, HUD-SUBSIDIZED APARTMENTS TO HANDICAPPED ADULTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 881540 436659 436659 444881 20084 20084 464965 286167 0 286167 20084 20084 306251 PART X, LINE 2: AS A NONPROFIT, PRIVATELY SUPPORTED ORGANIZATIONS, THE FOUNDATION IS EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, BUT MUST FILE AN ANNUAL RETURN WITH THE INTERNAL REVENUE SERVICE THAT CONTAINS INFORMATION ON ITS FINANCIAL OPERATIONS. THE FOUNDATION IS REQUIRED TO REVIEW VARIOUS TAX POSITIONS IT HAS TAKEN WITH RESPECT TO ITS EXEMPT STATUS AND DETERMINE WHETHER IN FACT IT CONTINUES TO QUALIFY AS A TAX-EXEMPT ENTITY. IT MUST ALSO CONSIDER WHETHER IT HAS NEXUS IN JURISDICTIONS IN WHICH IT HAS INCOME AND WHETHER A TAX RETURN IS REQUIRED IN THOSE JURISDICTIONS. IN ADDITION, AS A TAX-EXEMPT ENTITY, IT MUST ASSESS WHETHER IT HAS ANY TAX POSITIONS ASSOCIATED WITH UNRELATED BUSINESS INCOME SUBJECT TO INCOME TAX. IT DOES NOT EXPECT THESE TAX POSITIONS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. ANY PENALTIES RELATED TO LATE FILING OR OTHER REQUIREMENTS WOULD BE RECOGNIZED AS PENALTIES EXPENSE IN THE ACCOUNTING RECORDS. THE FOUNDATION IS REQUIRED TO FILE U.S. FEDERAL FORM 990 FOR INFORMATIONAL PURPOSES. THE FEDERAL INCOME TAX RETURNS FOR THE TAX YEARS 2020 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 20,084. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 20,084. 1 THE ARC CADDO-BOSSIER 351 JORDAN STREET SHREVEPORT LA 71101 720482891 501(C)3 0 99712 ACCRUAL TO SUPPORT THE CHILDREN'S DIVISION AND COVER SOME ADMINISTRATIVE COSTS. GREAT RESULTS EQUINE ASSISTED THERAPIES INC 351 JORDAN STREET SHREVEPORT LA 71101 721377252 501(C)3 0 90000 ACCRUAL TO SUPPORT THEIR THERAPEUTIC HORSEBACK RIDING SERVICES TO CHILDREN AND ADULTS WITH DISABILITIES. 2 PART I, LINE 2: THE ARC CADDO-BOSSIER FOUNDATION ONLY MAKES GRANTS TO THE ARC CADDO-BOSSIER AND ITS AFFILIATE GREAT RESULTS EQUINE ASSISTED THERAPIES, INC. THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE ALL AMOUNTS PAID. THERESA MELDRUM BOARD MEMBER HER SPOUSE OWNS BANK N BUSINESS 758 THE ORGANIZATION PURCHASES OFFICE SUPPLIES FROM BANK N BUSINESS. PRIOR TO CHOOSING THEM AS A VENDOR, THE ARC CADDO-BOSSIER OBTAINED 3 QUOTES FROM LOCAL VENDORS AND CHOSE THE ONE OFFERING THE LOWEST QUOTE. THE AMOUNT OF THE TRANSACTIONS DID NOT EXCEED THE SCHEDULE L, PART IV THRESHHOLDS. 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER JAMES L. FORTSON, JR. IS RELATED TO SUSAN WHITELAW. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND CFO PRIOR TO FILING. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEWING THE OPERATIONS OF THE ORGANIZATION ON A REGULAR BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ARC OF CADDO-BOSSIER 351 JORDAN ST SHREVEPORT LA 71101 720482891 PROVIDE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES LA 501(C)(3) 9 N/A 0 GREAT RESULTS EQUINE ASSISTED THERAPIES INC 351 JORDAN ST SHREVEPORT LA 71101 721377252 PROVIDE EQUINE ASSISTED THERAPY/ACTIVITIES TO PEOPLE WITH DISABILITIES LA 501(C)(3) N/A 0 LOUISIANA DISABLED PERSONS HOUSING CORPORATION 351 JORDAN ST SHREVEPORT LA 71101 720979552 PROVIDE LOW COST, HUD-SUBSIDIZED APARTMENTS TO HANDICAPPED ADULTS LA 501(C)(3) 7 N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE ARC CADDO-BOSSIER O 59085 ACCRUAL THE ARC CADDO-BOSSIER B 99712 ACCRUAL GREAT RESULTS EQUINE ASSISTED THERAPIES INC B 90000 ACCRUAL THE ARC CADDO-BOSSIER E 40458 ACCRUAL