2023-01-23T09:17:15-06:00 2022-06-30 720999988 FAULK & WINKLER LLC 6811 JEFFERSON HIGHWAY BATON ROUGE LA 70806 990 2021-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL ST BATON ROUGE LA 70802 GEORGE BELL PRESIDENT 2253832643 2023-01-23 1 GEORGE BELL 999009999 JEREMY KLIBERT P00852016 2259276811 X 0 AAL1 IAL1 2021 2023-03-07 01:45:13Z GEORGE BELL 700 LAUREL ST BATON ROUGE LA 70802 7011521 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE - IMPROVING COMMUNITIES 27 26 21 3089 0 0 10193981 6832509 0 0 72403 159749 3968 -26675 10270352 6965583 3667351 4992534 0 0 1593409 1439859 0 0 544087 1043510 1341193 6304270 7773586 3966082 -808003 16294999 14566817 471918 422933 15823081 14143884 HELPING PEOPLE - IMPROVING COMMUNITIES 0 0 6168598 4992534 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. 247843 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. 6416441 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 16 0 1 21 1 0 0 0 0 0 1 1 0 0 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 AMANDA STOUT BOARD CHAIR 1.00 X X 0 0 0 MICHELLE HARDY BOARD CHAIR ELECT 1.00 X X 0 0 0 JOSEPH BRITT SECRETARY 1.00 X X 0 0 0 GLENDA MINOR TREASURER/FINANCE COMMT. 1.00 X X 0 0 0 GEORGE BELL PRESIDENT/CEO 60.00 X X 184594 0 19018 DAVE LUECKE RESOURCE DEVELOPMENT CHAIR 1.00 X 0 0 0 JOLEN STEIN COMMUNICATIONS & MARKETING CHAIR 1.00 X 0 0 0 GAINES FOSTER COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 ERIC DEXTER COMMUNITY IMPACT CHAIR ELECT 1.00 X 0 0 0 AARON STANFORD PAST BOARD CHAIR/GOVERNANCE COMMITTEE 1.00 X 0 0 0 MIKE ALBANO MAJOR GIFTS/GOTTLEIB 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 MELISSA SILVA BOARD MEMBER 1.00 X 0 0 0 WINSHIP SONGY BOARD MEMBER 1.00 X 0 0 0 DAI NGUYEN BOARD MEMBER 1.00 X 0 0 0 STAN LEVY BOARD MEMBER 1.00 X 0 0 0 JACKIE MCCREARY BOARD MEMBER 1.00 X 0 0 0 ALDO RUSSO BOARD MEMBER 1.00 X 0 0 0 JOHN EVERETT BOARD MEMBER 1.00 X 0 0 0 JOHN BROWN BOARD MEMBER 1.00 X 0 0 0 CLAY YOUNG BOARD MEMBER 1.00 X 0 0 0 CHERI AUSBERRY BOARD MEMBER 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 TINA W SCHAFFER BOARD MEMBER 1.00 X 0 0 0 ROBERT HARRISON BOARD MEMBER 1.00 X 0 0 0 184594 0 19018 1 0 1 0 LOUISIANA ASSOCIATION OF UNITED WAYS PO BOX 3416 BATON ROUGE LA 70821 PROGRAM SERVICES 318650 1 55000 6777509 6832509 159749 159749 19263 55000 45938 -26675 -26675 6965583 0 0 133074 4992534 4992534 203613 92857 55378 55378 830013 305287 262363 262363 6276 6276 318375 272893 45482 81582 36491 26303 18788 64845 22079 32095 10671 13272 13272 290617 290617 106660 42659 26073 37928 196632 98216 64577 33839 13196 7902 548 4746 17458 3497 7082 6879 CAMPAIGN SUPPLIES AND E 337954 291015 7823 39116 UNITED WAY OF AMERICA D 162671 162671 EQUIPMENT RENTAL AND RE 137888 51068 57923 28897 7773586 6416441 813058 544087 12077951 1923353 1101436 8764316 1616544 0 902725 2690946 28198 23460 884794 824222 78030 60572 490115 1104170 16294999 14566817 471918 422933 471918 422933 X 5761656 8567710 10061425 5576174 15823081 14143884 16294999 14566817 -808003 -871194 0 X X 0 1 X 1 0 X 5982348 8996651 6277599 10243981 6985350 38485929 5982348 8996651 6277599 10243981 6985350 38485929 38485929 24394 135042 55172 72403 227993 515004 39000933 0.98680 0.96980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 490115 -18943 471172 406101 84014 490115 400336 5765 406101 376514 23822 400336 358650 17864 376514 0 0 283631 243313 40318 601163 580909 20254 60572 CERTIFICATES OF DEPOSIT 1104170 C 1104170 X 6190076 -871195 49749 -821446 7011522 0 7011522 7869273 50018 50018 7819255 0 7819255 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 XI, LINE 2D - OTHER ADJUSTMENTS: IN KIND REVENUE 49,749. 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EVERETT IS EMPLOYED. THE CERTIFICATE OF DEPOSIT WAS PURCHASED UNDER NORMAL TERMS AND CONIDITIONS EXTENDED TO ALL CUSTOMERS. 0 MELISSA SILVA BOARD MEMBER 63195 MELISSA SILVA IS THE EXECUTIVE DIRECTOR OF LOUISIANA MENTAL HEALTH ASSOCIATION AND A BOARD MEMBER OF CAPITAL AREA UNITED WAY. DURING THE CURRENT FISCAL YEAR, LOUISIANA MENTAL HEALTH ASSOCIATION WAS AWARDED GRANTS TOTALING $63,195.03. 0 VIRGINIA BELL BOARD MEMBER 50000 VIRGINIA BELL IS A MEMBER OF THE ST. HELENA PARISH SCHOOL DISTRICT AND A BOARD MEMBER OF CAPITAL AREA UNITED WAY. DURING THE CURRENT FISCAL YEAR, ST. HELENA PARISH SCHOOL DISTRICT WAS AWARDED GRANTS TOTALING $50,000. 0 FORM 990, PART VI, SECTION A, LINE 7A MELISSA SILVA, 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. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.