2021-03-15T22:53:38-05:00 2020-06-30 721202445 POSTLETHWAITE & NETTERVILLE 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2019-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL STREET BATON ROUGE LA 708025634 GEORGE BELL PRESIDENT 2253832643 2021-02-19 1 MEGAN COURTNEY P01525561 2259224600 2019 2022-09-23 18:48:47Z GEORGE BELL 700 LAUREL STREET BATON ROUGE LA 708025634 6364120 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE IMPROVING COMMUNITIES FOCUSED ON EDUCATION, HEALTH, INCOME AND BASIC NEEDS. 26 25 27 1414 0 0 8996651 6277599 0 0 135042 55172 -46047 -26559 9085646 6306212 3814082 3398883 0 0 1516808 1388271 0 0 542696 1636897 963598 6967787 5750752 2117859 555460 12343846 13011612 1039441 1158800 11304405 11852812 HELPING PEOPLE - IMPROVING COMMUNITIES 0 0 4232035 3398883 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 160 VOLUNTEERS ASSESS AGENCIES THROUGHOUT THE YEAR TO ENSURE THAT COMMUNITY DOLLARS ARE WELL INVESTED TO MAKE THE GREATEST IMPACT. 299822 UNITED WAY 2-1-1, OPERATED BY THE BATON ROUGE CRISIS INTERVENTION CENTER, IS AN INFORMATION AND REFERRAL TELEPHONE SERVICE THAT HELPS INDIVIDUALS LOCATE NEEDED SERVICES SUCH AN OPEN SHELTER OR 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. 4531857 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 18 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 25 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 STREET BATON ROUGE LA 708025634 ROBERT SCHNECKENBURGER PAST BOARD CHAIR 1.00 X X 0 0 0 AARON STANFORD BOARD CHAIR 1.00 X X 0 0 0 ALFRED E HARRELL III BOARD MEMBER 1.00 X 0 0 0 ALLEN PERTUIT BOARD MEMBER 1.00 X 0 0 0 CLAY YOUNG BOARD MEMBER 1.00 X 0 0 0 DAVID LUECKE BOARD MEMBER 1.00 X 0 0 0 DR GAINES FOSTER BOARD MEMBER 1.00 X 0 0 0 JACKIE MCCREARY BOARD MEMBER 1.00 X 0 0 0 JOHN EVERETT BOARD MEMBER 1.00 X 0 0 0 JOLEN STEIN BOARD MEMBER 1.00 X 0 0 0 KELLI JOSEPH BOARD MEMBER 1.00 X 0 0 0 KELLY BIEN BOARD MEMBER 1.00 X 0 0 0 MELISSA SILVA BOARD MEMBER 1.00 X 0 0 0 STAN LEVY BOARD MEMBER 1.00 X 0 0 0 STEPHANIE MANSON BOARD MEMBER 1.00 X 0 0 0 GEORGE BELL PRESIDENT/CEO 60.00 X X 164195 0 44514 MICHELLE HARDY RESOURCE DEVELOPMENT CHAIR 1.00 X 0 0 0 AMANDA STOUT BOARD CHAIR ELECT 1.00 X X 0 0 0 JOSEPH BRITT SECRETARY 1.00 X X 0 0 0 GLENDA MINOR TREASURER 1.00 X X 0 0 0 MIKE ALBANO BOARD MEMBER 1.00 X 0 0 0 JOHN BROWN BOARD MEMBER 1.00 X 0 0 0 CHERI M AUSBERRY BOARD MEMBER 1.00 X 0 0 0 NICK SPEYRER BOARD MEMBER 1.00 X 0 0 0 SCOTT HUFFSTETTLER BOARD MEMBER 1.00 X 0 0 0 ROBERT HARRISON BOARD MEMBER 1.00 X 0 0 0 164195 0 44514 1 0 1 0 0 161600 6115999 6277599 55172 55172 31349 161600 57908 -26559 -26559 6306212 0 0 28613 3398883 3398883 222364 85655 77916 58793 878347 338341 307771 232235 214948 74991 109288 30669 72612 24569 27298 20745 25500 20666 1991 2843 406326 329300 31727 45299 33809 4678 22990 6141 138468 20704 38709 79055 13544 3358 707 9479 19046 5904 6666 6476 EQUIPMENT RENTAL AND RE 121258 33271 43245 44742 UNITED WAY OF AMERICA/L 106244 106244 PROGRAM MATERIALS AND E 61850 61850 CAMPAIGN SUPPLIES AND E 27914 21312 891 5711 9639 2131 7000 508 5750752 4531857 676199 542696 4984106 8098171 1081380 1091373 2354307 2350680 3385814 966929 46739 26180 858709 786531 91164 72178 400336 406101 12343846 13011612 708838 831260 122647 106546 207956 220994 1039441 1158800 X 4828546 5550012 6475859 6302800 11304405 11852812 12343846 13011612 X 555460 5765 220 -13038 X X 0 1 X 1 0 X 7797210 10022828 5982348 8996651 6277599 39076636 7797210 10022828 5982348 8996651 6277599 39076636 39076636 2796 2155 24394 135042 55172 219559 39296195 0.99440 0.99580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 400336 5765 406101 376514 23822 400336 358650 17864 376514 331556 27094 358650 339329 -7773 331556 1.00000 0 0 283631 224330 59301 575078 562201 12877 72178 UNFUNDED PENSION OBLIGATION 220994 220994 X 6374742 5766 4856 57908 68530 6306212 0 6306212 5813297 4637 57908 62545 5750752 0 5750752 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, 2020, 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: DIRECT FUNDRAISING EXPENSES 57,908. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 57,908. JAMBALAYA JAM 154899 130600 24299 1050 7900 4000 32917 ANNUAL MEETING 38050 31000 7050 3150 8891 192949 161600 31349 4200 7900 4000 41808 57908 -26559 1 THE SAFETY PLACE 10245 SIEGEN LANE STE B BATON ROUGE LA 70810 274504881 11000 DISASTER AWARD THE ARC OF EAST ASCENSION 1122 S E ASCENSION COMPLEX AVE GONZALES LA 70737 720685592 501C3 6550 ALLOCATION VOLUNTEER ASCENSION PO BOX 1564 GONZALES LA 70707 721376404 501C3 9300 ALLOCATION LIFE OF A SINGLE MOM 12015 JUSTICE AVE BATON ROUGE LA 70816 453478448 501C3 36935 ALLOCATION LOUISIANA 4-H FOUNDATION 104 CJ NORMAN EFFESON HALL BATON ROUGE LA 70803 721367519 501C3 15000 ALLOCATION 100 BLACK MEN 2050 N FOSTER DRIVE BATON ROUGE LA 70806 721235682 501C3 31000 ALLOCATION REGINA COELI HEAD START CENTER 22476 US-190 ROBERT LA 70455 720680604 50000 ALLOCATION BATON ROUGE YOUTH COALITION (BYRC) 460 B 11TH STREET BATON ROUGE LA 70802 262477597 501C3 21000 ALLOCATION MID CITY REDEVELOPMENT ALLIANCE 419 NORTH 19TH STREET BATON ROUGE LA 70802 721196990 501C3 15000 DISASTER AWARD ADULT LITERACY ADVOCATES 460 N 11TH ST BATON ROUGE LA 70802 231010529 501C3 41000 ALLOCATION ST JAMES COUNCIL ON AGING 5153 CANATELLA ST CONVENT LA 70723 720737078 501C3 36000 ALLOCATION EAST FELICIANA PUBLIC SCHOOLS PO BOX 397 CLINTON LA 70722 726000369 46000 ALLOCATION CHILD ADVOCACY SERVICES 1504 WEST CHURCH STREET HAMMOND LA 70401 721262466 501C3 51000 ALLOCATION THE ARC-IBERVILLE AND WBR 24615 J GERALD BERRET BLVD PLAQUEMINE LA 70764 720695459 501C3 5000 ALLOCATION AMERICAN RED CROSS LOUISIANA CAPITAL AREA 4655 SHERWOOD COMMON BLVD BATON ROUGE LA 70816 530196605 501C3 60000 ALLOCATION O'BRIEN HOUSE 1231 LAUREL ST BATON ROUGE LA 70802 720702820 501C3 80000 ALLOCATION ST VINCENT DE PAUL PO BOX 127 BATON ROUGE LA 70821 364582340 501C3 154927 ALLOCATION YWCA GREATER BATON ROUGE 8281 GOODWOOD BOULEVARD SUITE B1 BATON ROUGE LA 70806 720650993 501C3 100000 ALLOCATION MCMAINS CHILDREN'S DEVELOPMENTAL CENTER 1805 COLLEGE DRIVE BATON ROUGE LA 70808 720459036 501C3 76000 ALLOCATION MENTAL HEALTH ASSOCIATION OF GBR 544 COLONIAL DR BATON ROUGE LA 70806 720688911 501C3 76000 ALLOCATION FAMILY SERVICE OF GREATER BATON ROUGE 4727 REVERE AVENUE BATON ROUGE LA 70808 720491100 501C3 130000 ALLOCATION BIG BUDDY PROGRAM 1415 MAIN ST BATON ROUGE LA 70802 720904506 501C3 214000 ALLOCATION BOYS AND GIRLS CLUB OF GREATER BATON ROUGE 8281 GOODWOD BOULEVARD SUITE H BATON ROUGE LA 70806 720928014 501C3 178791 ALLOCATION SALVATION ARMY OF GBR EBR WBR LIVINGSTON 7361 AIRLINE HIGHWAY BATON ROUGE LA 70805 580660607 501C3 160000 ALLOCATION HOPE MINISTRIES 4643 WINBOURNE AVENUE BATON ROUGE LA 70805 721245521 501C3 145000 ALLOCATION CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE 1800 S ACADIAN THRUWAY BATON ROUGE LA 70808 720590685 501C3 146000 ALLOCATION GREATER BATON ROUGE FOOD BANK 10600 S CHOCTAW DRIVE BATON ROUGE LA 70815 721065318 501C3 81474 ALLOCATION THE EMERGE CENTER 7784 INNOVATION PARK DR BATON ROUGE LA 70820 455434705 501C3 212147 ALLOCATION THE ARC BATON ROUGE 606 COLONIAL DRIVE SUITE G BATON ROUGE LA 70806 720567387 501C3 100000 ALLOCATION IRIS DOMESTIC VIOLENCE CENTER PO BOX 52809 BATON ROUGE LA 70821 720986008 501C3 60000 ALLOCATION JUNIOR ACHIEVEMENT OF GREATER BATON ROUGE 7809 JEFFERSON HWY BATON ROUGE LA 70809 720485727 501C3 12500 ALLOCATION KIDS ORCHESTRA INC PO BOX 788 BATON ROUGE LA 70821 274098793 501C3 71000 ALLOCATION LEADERSHIP TRAINING 2121 SW BROADWAY 111 PORTLAND OR 97201 521957214 501C3 43000 ALLOCATION LOUISIANA PAROLE PROJECT INC PO BOX 2029 BATON ROUGE LA 70898 813399508 501C3 9800 ALLOCATION LOUISIANA WILDLIFE AND FISHERIES FOUNDATION PO BOX 80378 BATON ROUGE LA 70898 721314968 501C3 6780 ALLOCATION MARY BIRD PERKINS CANCER CENTER 4950 ESSEN LANE BATON ROUGE LA 70809 202046461 501C3 12000 ALLOCATION OPENING DOORS 230 RENEE DRIVE BATON ROUGE LA 70810 383645358 501C3 40000 ALLOCATION SOUTHEAST LOUISIANA LEGAL SERVICES 715 ST FERDINAND STEET BATON ROUGE LA 70802 720877422 501C3 58000 ALLOCATION TANKPROOF 15144 WOODSTONE DRIVE PRAIRIEVILLE LA 70769 472705011 501C3 12000 ALLOCATION TEACH FOR AMERICA SOUTH LOUISIANA 315 WEST 36TH STREET NEW YORK NY 10018 133541913 501C3 15000 ALLOCATION THE WALLS PROJECT 458 AMERICA STREET GONZALES LA 70802 455485171 501C3 25000 ALLOCATION WEST FELICIANA PUBLIC SCHOOLS PO BOX 1910 ST FRANCISVILLE LA 70775 726001491 501C3 31000 ALLOCATION ARTS COUNCIL OF GREATER BATON ROUGE 427 LAUREL STREET BATON ROUGE LA 70802 720735814 501C3 11000 ALLOCATION ASCENSION PARISH SCHOOL BOARD 1100 WEBSTER STREET DONALDSONVILLE LA 70346 726000093 501C3 11602 ALLOCATION BATON ROUGE COMMUNITY COLLEGE FOUNDATION PO BOX 66745 BATON ROUGE LA 70806 721415610 501C3 15000 ALLOCATION CITY YEAR 111 N THIRD STREET BATON ROUGE LA 70801 222882549 501C3 60000 ALLOCATION CROSSROADS RECOVERY HOUSE 10377 GOODWOOD BOULEVARD BATON ROUGE LA 70805 822967475 501C3 6120 ALLOCATION FRONT YARD BIKES 413 STEELE BLVD E BATON ROUGE LA 70806 461149453 501C3 44000 ALLOCATION GIRL SCOUTS LOUISIANA EAST 841 S CLEARVIEW PARKWAY NEW ORLEANS LA 70121 720453615 501C3 28500 ALLOCATION GOODWILL INDUSTRIES OF SELA 647 MAIN STREET BATON ROUGE LA 70801 720546906 501C3 150000 ALLOCATION GREATER BATON ROUGE ECONOMIC PARTNERSHIP 564 LAUREL STREET BATON ROUGE LA 70801 721270359 501C3 5000 ALLOCATION HABITAT FOR HUMANITY OF GREATER BATON ROUGE 6554 FLORIDA BLVD BATON ROUGE LA 70806 721141747 501C3 14500 ALLOCATION DONALDSONVILLE AREA FOUNDATION PO BOX 220 PRAIRIEVILLE LA 70769 811891472 501C3 15000 ALLOCATION BATON ROUGE CHILDREN'S ADVOCACY FOUNDATION 626 EAST BOULEVARD BATON ROUGE LA 70802 300003050 501C3 104000 ALLOCATION REBUILDING TOGETHER BATON ROUGE PO BOX 1109 BATON ROUGE LA 70821 201459780 501C3 77130 ALLOCATION 55 X 0 0 0 0 0 0 0 0 0 GEORGE BELL PRESIDENT/CEO 150000 0 14195 0 0 0 22500 0 22014 0 208709 0 0 0 ROBERT SCHNECKENBURGER BOARD MEMBER 149511 CAPITAL AREA UNITED WAY HOLDS A CERTIFICATE OF DEPOSIT WITH HANCOCK WHITNEY BANK, OF WHICH ROBERT SCHNECKENBURGER IS EMPLOYED. THE CERTIFICATE OF DEPOSIT WAS PURCHASED UNDER NORMAL TERMS AND CONDITIONS EXTENDED TO ALL CUSTOMERS. 0 JOHN EVERETT BOARD MEMBER 251405 CAPITAL AREA UNITED WAY HOLDS A CERTIFICATE OF DEPOSIT WITH IBERIA BANK, OF WHICH BEN MARMANDE IS EMPLOYED. THE CERTIFICATE OF DEPOSIT WAS PURCHASED UNDER NORMAL TERMS AND CONDITIONS EXTENDED TO ALL CUSTOMERS. 0 MELISSA SILVA BOARD MEMBER 86278 MELISSA SILVA IS THE EXECUTIVE DIRECTOR OF MENTAL HEALTH ASSOCIATION OF GREATER BATON ROUGE AND A BOARD MEMBER OF CAPITAL AREA UNITED WAY. DURING THE CURRENT FISCAL YEAR, MENTAL HEALTH ASSOCIATION OF GREATER BATON ROUGE WAS AWARDED GRANTS TOTALING $86,278. 0 FORM 990, PART VI, SECTION A, LINE 7A PAT VAN BURKLEO, 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 XI, LINE 9: CHANGED IN FUNDED STATUS OF PENSION PLAN -13,038. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR.