2025-03-28T14:02:45-05:00 2024-06-30 720999988 FAULK & WINKLER LLC 6811 JEFFERSON HIGHWAY BATON ROUGE LA 70806 990 2023-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL ST BATON ROUGE LA 70802 GEORGE BELL PRESIDENT 2253832643 2025-03-27 1 0 JEREMY KLIBERT P00852016 2259276811 X 2023 2025-03-06 01:10:19Z GEORGE BELL 700 LAUREL ST BATON ROUGE LA 70802 5700632 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE - IMPROVING COMMUNITIES 27 26 27 3088 0 0 5071970 5558171 0 0 221547 127971 -21898 -18981 5271619 5667161 3622400 3160159 0 0 1700957 1743717 0 0 738682 1340944 1392849 6664301 6296725 -1392682 -629564 13044593 12807776 412703 561434 12631890 12246342 TO IMPROVE LIVES BY LEVERAGING PARTNERSHIPS IN OUR COMMUNITY TO ADVANCE THE COMMON GOOD THROUGH EDUCATION ACCESS, ECONOMIC MOBILITY, AND HEALTHY LIVING. 0 0 4568416 3160159 CAPITAL AREA UNITED WAY IS HELPING PEOPLE - IMPROVING COMMUNITIES IN PARTNERSHIP WITH NON-PROFIT AGENCIES WHO FOCUS THEIR WORK IN THE AREAS OF EDUCATION, HEALTH, INCOME, AND BASIC NEEDS. PARTNER AGENCIES ARE EVALUATED THROUGH A RIGOROUS PROCESS THAT INCLUDES A FINANCIAL REVIEW, OUTCOMES ASSESSMENT, AND AN ANALYSIS OF THE AGENCY'S USE OF FUNDING. OVER 75 VOLUNTEERS ASSESS AGENCIES THROUGHOUT THE YEAR TO ENSURE THAT COMMUNITY DOLLARS ARE WELL INVESTED TO MAKE THE GREATEST IMPACT. 248926 UNITED WAY 2-1-1 IS AN INFORMATION AND REFERRAL TELEPHONE SERVICE THAT HELPS INDIVIDUALS LOCATE NEEDED SERVICES SUCH AS OPEN SHELTER OR A WARM MEAL. TRAINED COUNSELORS ASSIST CALLERS BY LINKING THEM TO AGENCIES IN THE COMMUNITY THAT CAN ADDRESS THEIR PARTICULAR SITUATION. COUNSELORS ARE ON DUTY EACH DAY AND CAN BE REACHED FOR INFORMATION REFERRAL ASSISTANCE BY DIALING 2-1-1 IN THE 10-PARISH AREA. 4817342 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 27 0 0 0 0 0 0 1 1 0 0 0 0 X 27 26 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 2253832643 700 LAUREL ST BATON ROUGE LA 70802 WINSHIP SONGY BOARD MEMBER 1.00 X 0 0 0 CHERI M AUSBERRY MBA BOARD MEMBER 1.00 X 0 0 0 ERIC THOMAS COMMUNICATIONS & MARKETING 1.00 X 0 0 0 GLYNNA MAYERS COMMUNICATIONS & MARKETING ELECT 1.00 X 0 0 0 JAN ROSS COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 VIRGINIA BELL BOARD MEMBER 1.00 X 0 0 0 JAYSON W NEWELL BOARD MEMBER 1.00 X 0 0 0 PAULA SHEPHERD BOARD MEMBER 1.00 X 0 0 0 DONNA SAURAGE BOARD MEMBER 1.00 X 0 0 0 ERIC DEXTER BOARD MEMBER 1.00 X 0 0 0 CALVIN HART BOARD CHAIR 1.00 X 0 0 0 CLAY YOUNG BOARD MEMBER 1.00 X 0 0 0 JOHN EVERETT BOARD MEMBER 1.00 X 0 0 0 JACKIE MCCREARY RESOURCE DEVELOPMENT CHAIR 1.00 X 0 0 0 NICK SPEYRER BOARD MEMBER 1.00 X 0 0 0 SCOTT HUFFSTETLER BOARD MEMBER 1.00 X 0 0 0 CHUCK SPICER BOARD MEMBER 1.00 X 0 0 0 JOLEN STEIN BOARD MEMBER 1.00 X 0 0 0 DENNIS J SHIELDS BOARD MEMBER 1.00 X 0 0 0 ALDO RUSSO MD COMMUNITY IMPACT CHAIR ELE 1.00 X 0 0 0 MICHELLE HARDY GOVERNANCE COMMITTEE-PAST CHAIR 1.00 X 0 0 0 GAINES FOSTER BOARD MEMBER 1.00 X 0 0 0 DAI NGUYEN BOARD MEMBER 1.00 X 0 0 0 MICHAEL ALCALDO BOARD MEMBER 1.00 X 0 0 0 DAVE LUECKE BOARD CHAIR 1.00 X 0 0 0 CHARLENE MONTELARO BOARD CHAIR ELECT 1.00 X 0 0 0 GLENDA MINOR TREASURER 1.00 X 0 0 0 GEORGE BELL PRESIDENT/CEO 40.00 X 218129 0 65643 JOSEPH BRITT SECRETARY 1.00 X 0 0 0 218129 0 65643 1 0 1 0 0 5558171 5558171 127971 127971 14490 166750 33471 -18981 -18981 5667161 0 0 108990 3160159 3160159 277939 147061 65439 65439 1137093 577899 312546 246648 97052 97052 134821 49410 16365 69046 96812 47522 26289 23001 94890 66992 9584 18314 21232 21232 248926 248926 104040 32937 54989 16114 172016 22581 102193 47242 33735 6520 4151 23064 12888 3670 4756 4462 16749 16749 CAMPAIGN SUPPLIES AND E 414586 171555 64682 178349 EQUIPMENT RENTAL AND RE 183524 85839 54022 43663 UNITED WAY OF AMERICA D 90263 77987 8936 3340 6296725 4817342 740701 738682 1160835 1602570 8446555 8275937 2253992 2474662 35082 27634 886165 858150 43393 28015 1104736 398958 13044593 12807776 412703 561434 412703 561434 X 7549409 6548458 5082481 5697884 12631890 12246342 13044593 12807776 -629564 244866 0 X 0 1 X 0 0 X 6277599 10243981 6985350 5071970 5558171 34137071 6277599 10243981 6985350 5071970 5558171 34137071 34137071 55172 72403 227993 221547 127971 705086 34842157 0.97980 0.98140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 499199 59583 558782 471172 -28027 499199 490115 -18943 471172 406101 84014 490115 400336 5765 406101 0 0 283631 263745 19886 602534 594405 8129 28015 X 5560371 -147887 41948 -105939 5666310 0 5666310 6350911 41948 12238 54186 6296725 0 6296725 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS NECESSARY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT WOULD MORE LIKELY THAN NOT BE SUBSTANTIATED UPON EXAMINATION. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECORDED IN REVENUE SECTION OF 990 12,238. 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MEMBER 258962 CAPITAL AREA UNITED WAY HOLDS A BANK ACCOUNT WITH FIRST HORIZON BANK, OF WHICH JOHN EVERETT IS EMPLOYED. 0 JOANIE MONTELARO BOARD MEMBER 110171 CAPITAL AREA UNITED WAY HOLDS A CERTIFICATE OF DEPOSIT WITH B1 BANK, OF WHICH JOANIE MONTELARO IS EMPLOYED. THE CERTIFICATE OF DEPOSIT WAS PURCHASED UNDER NORMAL TERMS AND CONIDITIONS EXTENDED TO ALL CUSTOMERS. 0 0 FORM 990, PART VI, SECTION A, LINE 7A MICHAEL ACALDO, AGENCY BOARD REPRESENTATIVES, IS ELECTED BY THE AGENCIES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE TAX RETURN AND PRESENTS THE RETURN TO THE FULL BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS NOTED IN QUESTION 12B ARE REQUIRED TO SIGN THE "CONFLICT OF INTEREST POLICY" ANNUALLY AND TO DISCLOSE INTERESTS THAT WOULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A AS PER CAPITAL AREA UNITED WAY'S BYLAWS, THE BOARD EMPLOYS THE CHIEF EXECUTIVE OFFICER WHO SERVES AS THE PRESIDENT OF THE CORPORATION. THE EXECUTIVE COMMITTEE HAS AN EMPLOYMENT CONTRACT WITH THE PRESIDENT AND CEO WHICH INCLUDES KEY TERMS OF EMPLOYMENT, FREQUENCY OF REVIEW, POTENTIAL FOR SALARY ADJUSTMENTS AND LIMITS ON DISCRETIONARY BONUS OPPORTUNITIES. PROPOSED COMPENSATION ADJUSTMENTS ARE BASED ON PERFORMANCE AND COMPARATIVE COMPENSATION SURVEY INFORMATION. CHANGES TO COMPENSATION FOR THE PRESIDENT AND CEO ARE PRESENTED BY THE EXECUTIVE COMMITTEE FOR APPROVAL BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.