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Nonprofit · EIN 20-5705242

LIVING WELL FOUNDATION

Tax-exempt · WEST MONROE, LA 71294

Financials

$1.9M$1.3M2024$2.3M$1.6M2025
Revenue Expenses · by fiscal year end
Financials of LIVING WELL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,279,396$1,613,838$665,558$50,805,337$544,347$50,260,990
December 31, 2024990$1,870,016$1,314,025$555,991$49,003,229$288,898$48,714,331
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$100
Program service revenue
$80,270
Investment income
$2,167,603
Net gain from sales of assets
$2,524
Other revenue
$31,423

Expenses

Grants and similar amounts paid
$1,278,231
Compensation of officers, directors and key employees
$105,795
Other salaries and wages
$33,313
Salaries, compensation and benefits (total)
$153,991
Professional fundraising fees
$0
Legal fees
$7,017
Accounting fees
$34,095
Occupancy
$16,026
Travel
$1,317
Depreciation
$1,515
Program services (functional)
$1,278,231
Management and general (functional)
$335,607

Balance sheet and other

Total assets, start of year
$49,003,229
Total assets, end of year
$50,805,337
Total liabilities, end of year
$544,347
Net assets, end of year
$50,260,990
Land, buildings and equipment
$1,648
Publicly traded securities
$48,845,128
Net assets without donor restrictions
$4,061,338
Net assets with donor restrictions
$46,199,652
Gross receipts
$4,116,872
Employees
2
Year formed
2006
State of legal domicile
LA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALICE M PROPHITPRESIDENT &
Officer
40$105,795
MONICA TURNEREXEC ASST/SE
Officer
20$20,745
TODD BURGESSBOARD CHAIR
Trustee or director, Officer
–$0
JIM ALLBRITTONVICE CHAIR
Trustee or director, Officer
–$0
G ROBERT HUFFSTUTTERVICE CHAIR
Trustee or director, Officer
–$0
MELANIE MASSEY-GROVESVICE CHAIR
Trustee or director, Officer
–$0
P MICHELLE GETRET-FORDDIRECTOR
Trustee or director
–$0
CHRIS PITTARDDIRECTOR
Trustee or director
–$0
DOUG SEEGERSDIRECTOR
Trustee or director
–$0
BRANDON WELCHDIRECTOR
Trustee or director
–$0
BRADLEY N CAMMACKDIRECTOR
Trustee or director
–$0
JULIAN JOHNSTONDIRECTOR
Trustee or director
–$0
LEAH MARTINDIRECTOR
Trustee or director
–$0
JASON PLEASANTDIRECTOR
Trustee or director
–$0
990 for the year ended December 31, 2024: 14 people
NameTitleHours / weekCompensation
ALICE M PROPHITPRESIDENT &
Officer
40$103,721
MONICA TURNEREXEC ASST/SE
Officer
20$19,458
TODD BURGESSVICE CHAIR
Trustee or director
–$0
JIM ALLBRITTONBOARD CHAIR
Trustee or director, Officer
–$0
P MICHELLE GETRET-FORDDIRECTOR
Trustee or director
–$0
ALBERTA GREENDIRECTOR
Trustee or director, Officer
–$0
G ROBERT HUFFSTUTTERVICE CHAIR
Officer
–$0
KENCHEN PHILLIPSVICE CHAIR
Officer
–$0
CHRIS PITTARDDIRECTOR
Trustee or director
–$0
MELANIE MASSEY-GROVESDIRECTOR
Trustee or director
–$0
DOUG SEEGERSDIRECTOR
Trustee or director
–$0
SHELBY SANCHEZ CORRALDIRECTOR
Trustee or director
–$0
BRANDON WELCHDIRECTOR
Trustee or director
–$0
CHRISTINE WONG RAMBODIRECTOR
Trustee or director
–$0

Address and contacts

Address (IRS master file)
PO BOX 2773, WEST MONROE, LA 71294-2773
In care of
% ALICE M PROPHIT
Principal officer (990 for 2025)
TODD BURGESS, PO BOX 2773, WEST MONROE, LA 712942773
Signed the 990
TODD BURGESS, BOARD CHAIR
Phone
(318) 396-5066
Return prepared by
WOODARD & ASSOCIATES (APAC)

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • THE FOUNDATION HELD A GRANT CYCLE 2025 TO PROVIDE FUNDS TO QUALIFIED ORGANIZATIONS IN NORTHEAST LA FOR MEDICAL, DENTAL, AND BEHAVIORAL HEALTH PROJECTS. THESE PROJECTS TOTALED 1,230,782.
    Expenses $1,230,782 · grants $1,230,782
  • 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 2025, THE DENTAL HYGIENE INITIATIVE WAS AGAIN FUNDED AT 47,449 TO PROVIDE DENTAL HYGIENE SERVICES IN A SCHOOL-BASED DENTAL CLINIC, A MOBILE UNIT, AND AN ON-CAMPUS CLINIC AT ULM.
    Expenses $47,449 · grants $47,449
  • OTHER PROGRAM REVENUE

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-5705242
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E11)
Assets (IRS master file)
$50,805,337
Income (IRS master file)
$4,116,872

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,279,396$1,613,838$50,805,337XML
990December 2024$1,870,016$1,314,025$49,003,229IRS
990December 2023$1,315,373$839,318$48,109,698IRS
990December 2022$556,882$619,292$46,548,668IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5705242).

Questions about LIVING WELL FOUNDATION

What is the EIN of LIVING WELL FOUNDATION?
The employer identification number (EIN) of LIVING WELL FOUNDATION is 20-5705242.
Is LIVING WELL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to LIVING WELL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LIVING WELL FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LIVING WELL FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LIVING WELL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of LIVING WELL FOUNDATION?
The 990 for the year ended December 31, 2025 names TODD BURGESS.
Who are the officers and directors of LIVING WELL FOUNDATION?
The 990 for the year ended December 31, 2025 lists 14 people; 2 received compensation from the organization, the highest $105,795 (ALICE M PROPHIT, PRESIDENT &).
How much revenue does LIVING WELL FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,279,396, expenses of $1,613,838 and total assets of $50,805,337 at year end.

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