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Lunion Francaise FY2023 filing

Tax-deductible

New Orleans, LA501(c)(3)Education EIN 72-0423898Revenue $111K in FY2023

On file with the IRSlunionfrancaise.org4522 Prytania St, 70115-3928 · New Orleans, LATax-exempt since Dec 2022School — 170(b)(1)(A)(ii)

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Lunion franaise was formed in 1872 with the purpose of engaging in educational and charitable activities, and to teach, promote, and preserve the french language and culture in the state of louisiana.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $19K a year · 18% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Plus $1.6M in investments, Pt X · Ln 11–13
Fine: 0.4 months of spending in cash, plus $1.6M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$111K
-33% vs prior year
Spent
$170K
To programs
97%
Net assets
$1.7M
By yearFY2020–FY2024
Revenue
$111K
FY2023▼ -33%
Tap a bar for its year
Revenue by fiscal year
FY2020$16K
FY2021$92K
FY2022$164K
FY2023$111K
FY2024$166K
Expenses
$170K
FY2023▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$16K
FY2021$134K
FY2022$149K
FY2023$170K
FY2024$178K
Net assets
$1.7M
FY2023▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.6M
FY2021$1.9M
FY2022$1.6M
FY2023$1.7M
FY2024$1.9M

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2022.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $165K Management & general 3% · $4K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
Bob Simon
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Martin Adamo
Director
$0Pt VII · Sec A
Fran Simon
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lunion Francaise executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves and promotes French language and culture through educational and charitable activities.

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Provided by the organization

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2 programs · $165K · in their own filed words · FY2023
01

Operation of a school where the french language is taught as well as french culture classes and special events that complement french language instruction.

$157Kprogram expense
02

Promotion of the education of the french language in the community by offering grants to qualified elementary and secondary schools (kindergarten through 8TH grade) in louisiana. These grants are offered to enable the schools to enrich their french language instruction and stimulate student interest in french culture.

$8Kprogram expense

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$111K
Ln 12
Fees for servicesLn 2g$66K
Investment incomeLn 3$38K
Gifts and grantsLn 1h$7K
Money outPt IX
$170K
Ln 25
Programscol B$165K
Managementcol C$4K
Owns and owesPt X
$1.7M
net assets · Ln 32
Cash and savingsLn 1–2$6K
Total assetsLn 16$1.7M
LiabilitiesLn 26$0
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7K
Fees for servicesLn 2g$66K
Investment incomeLn 3$38K
Other incomeLn 4–11$444
Gains on assetsLn 7−$715
Total revenueLn 12$111K
Assets in detailPt X, end of year
CashLn 1$6K
Cash and savings togetherLn 1–2$6K
InvestmentsLn 11–13$1.6M
Land, buildings, equipmentLn 10c$171K
Total assetsLn 16$1.7M
LiabilitiesLn 26$0
Net assetsLn 32$1.7M
OperationsPt I, VI
EmployeesI 510
VolunteersI 625
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$6K$6K
InvestmentsLn 11–13$1.4M$1.6M
Land, buildings, equipmentLn 10c$172K$171K
Total assetsLn 16$1.6M$1.7M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.6M$1.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$8K$8K
Other salaries and wagesLn 7$85K$85K
Payroll taxesLn 10$7K$7K
Accounting feesLn 11c$3K$3K
Other fees for servicesLn 11g$5K$4K$2K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$4K$4K
Information technologyLn 14$1K$1K
OccupancyLn 16$7K$7K
Depreciation, depletion and amortizationLn 22$423$423
InsuranceLn 23$15K$15K
Other expenses (24a–d)Ln 24$32K$32K$15
Total functional expensesLn 25$170K$165K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $166K$178K−$12K$1.9M 990 PDF
FY2023 Viewing $111K$170K−$59K$1.7M 990 PDF
FY2022 $164K$149K$15K$1.6M 990 PDF
FY2021 $92K$134K−$42K$1.9M 990 PDF
FY2020 $16K$16K$280$1.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $110,896 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,228$6,544
I-9 Program service revenuePrior year $48,220$66,341
I-10 Investment incomePrior year $101,557$37,567
I-11 Other revenuePrior year $8,444$444
I-12 Total revenuePrior year $164,449$110,896
I-13 Grants and similar amounts paidPrior year $4,846$8,387
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $62,353$92,577
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $81,891$68,766
I-18 Total expensesPrior year $149,090$169,730
I-19 Revenue less expensesPrior year $15,359−$58,834
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $110,896 across 6 lines filed
Lines not itemized here account for $444 of total revenue; see the IRS return.
VIII-1b Membership dues$6,544
VIII-1h Total contributions, gifts and grants$6,544
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $66,341$66,341
VIII-3 Investment incomeExcluded from tax $38,282$38,282
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$715−$715
VIII-12 Total revenueRelated to mission $66,785 · Unrelated business $0 · Excluded from tax $37,567$110,896
Part IX · Statement of functional expenses $169,730 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $8,387$8,387
IX-7 Other salaries and wagesPrograms $85,094$85,094
IX-10 Payroll taxesPrograms $7,483$7,483
IX-11c Accounting feesManagement $2,734$2,734
IX-11g Other fees for servicesPrograms $3,705 · Management $1,500$5,205
IX-12 Advertising and promotionPrograms $1,278$1,278
IX-13 Office expensesPrograms $3,897$3,897
IX-14 Information technologyPrograms $1,110$1,110
IX-16 OccupancyPrograms $7,402$7,402
IX-22 Depreciation, depletion and amortizationPrograms $423$423
IX-23 InsurancePrograms $14,697$14,697
IX-24 Other expenses (24a–d)Programs $32,005 · Management $15$32,020
IX-25 Total functional expensesPrograms $165,481 · Management $4,249 · Fundraising $0$169,730
Part X · Balance sheet $1,749,769 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $6,045$5,576
X-10c Land, buildings and equipment, netStart of year $171,651$170,924
X-11 Publicly traded securitiesStart of year $1,437,476$1,573,269
X-16 Total assetsStart of year $1,615,172$1,749,769
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,615,172$1,749,769
X-33 Total liabilities and net assetsStart of year $1,615,172$1,749,769
Part XI · Reconciliation of net assets $1,749,769 net assets at year end
XI-1 Total revenue$110,896
XI-2 Total expenses$169,730
XI-3 Revenue less expenses−$58,834
XI-4 Net assets at start of year$1,615,172
XI-5 Net unrealized gains (losses) on investments$193,535
XI-8 Prior period adjustments−$104
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,749,769

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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