2020-03-18T15:44:18-05:00 2019-06-30 721202445 POSTLETHWAITE & NETTERVILLE 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2018-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL STREET BATON ROUGE LA 708025634 GEORGE BELL PRESIDENT 2253832643 2020-03-17 1 JON LEBLANC P01525561 2259224600 206.124.204.139 2020-03-17 13:19:06 CD P 59A7D5AC247492130AAD38C7A6A2B980D2E91070 73B32C08EE70103188AC59E805B49F3F2C4BAA6E 2018 2020-09-23 17:36:50Z GEORGE BELL 700 LAUREL STREET BATON ROUGE LA 708025634 9193525 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE IMPROVING COMMUNITIES FOCUSED ON EDUCATION, HEALTH, INCOME AND BASIC NEEDS. 27 27 24 1556 0 0 5982348 8996651 0 0 24394 135042 37610 -46047 6044352 9085646 6039289 3814082 0 0 1512078 1516808 0 0 971252 1058411 1636897 8609778 6967787 -2565426 2117859 10586730 12343846 1401711 1039441 9185019 11304405 HELPING PEOPLE - IMPROVING COMMUNITIES 0 0 4815298 3814082 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. 226186 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. 5041484 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 13 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 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 BOARD CHAIR 1.00 X X 0 0 0 AARON STANFORD BOARD CHAIR ELECT 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 DR KENNY J COLE 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 LES GATZ BOARD MEMBER 1.00 X 0 0 0 MELISSA SILVA BOARD MEMBER 1.00 X 0 0 0 MICHAEL BUTURLA BOARD MEMBER 1.00 X 0 0 0 MICHAEL TIPTON BOARD MEMBER 1.00 X 0 0 0 RANDY YOUNG BOARD MEMBER 1.00 X 0 0 0 RHOMAN J HARDY 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 GREG GUILBEAU BOARD MEMBER 1.00 X 0 0 0 STACEY GAUTREAU COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 STEWART T GORDON PAST BOARD CHAIR/GOVERNANC 1.00 X X 0 0 0 GEORGE BELL PRESIDENT/CEO 60.00 X X 166903 0 29091 MICHELLE HARDY RESOURCE DEVELOPMENT CHAIR ELECT 1.00 X 0 0 0 AMANDA STOUT SECRETARY 1.00 X X 0 0 0 JOSEPH BRITT TREASURER 1.00 X X 0 0 0 166903 0 29091 1 0 1 0 0 148100 8848551 8996651 135042 135042 61832 148100 107879 -46047 -46047 9085646 0 0 88995 X 3814082 3814082 196807 61010 68883 66914 952268 295203 333294 323771 286912 88943 100419 97550 80821 25055 28287 27479 25500 13887 5891 5722 993705 541171 229546 222988 25786 7994 9025 8767 115200 35712 40320 39168 21129 6550 7395 7184 21693 6725 7593 7375 UNITED WAY OF AMERICA/L 140292 49102 91190 EQUIPMENT RENTAL AND RE 129890 40266 45462 44162 PROGRAM MATERIALS AND E 78461 78461 CAMPAIGN SUPPLIES AND E 55565 17225 19448 18892 29676 9200 10386 10090 6967787 5041484 955051 971252 5120169 4984106 1064470 1081380 2798833 2354307 1055528 3385814 58359 46739 858649 767485 112857 91164 376514 400336 10586730 12343846 1065254 708838 103154 122647 233303 207956 1401711 1039441 X 2296696 4828546 6888323 6475859 9185019 11304405 10586730 12343846 X 2117859 -23820 25347 X X 0 1 X 1 0 X 8676828 7797210 10022828 5982348 8996651 41475865 8676828 7797210 10022828 5982348 8996651 41475865 41475865 12102 2796 2155 24394 135042 176489 41652354 0.99580 0.99790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 376514 23822 400336 358650 17864 376514 331556 27094 358650 339329 -7773 331556 333874 5455 339329 1.00000 0 0 283631 214114 69517 575018 553371 21647 91164 UNFUNDED PENSION OBLIGATION 207956 207956 X 9187725 -23822 18022 107879 102079 9085646 0 9085646 7093688 18022 107879 125901 6967787 0 6967787 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, 2019, 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 107,879. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 107,879. JAMBALAYA JAM 108772 82100 26672 41405 953 4000 ANNUAL MEETING 37650 30000 7650 10725 16070 13 63510 36000 27510 23378 10748 600 209932 148100 61832 75508 27771 4600 107879 -46047 1 SUPERIOR PROFESSIONAL SERVICES LLC 18113 MARTHA DRIVE ZACHARY LA 70791 271827351 7200 DISASTER AWARD AFFORDABLE HOME FURNISHINGS 539-A FLORIDA AVE SW DENHAM SPRINGS LA 70726 721147185 10458 DISASTER AWARD THE SAFETY PLACE 10245 SIEGEN LANE STE B BATON ROUGE LA 70810 274504881 16500 DISASTER AWARD CAPITAL AREA HUMAN SERVICES DISTRICT 4615 GOVERNMENT STREET BUILDING 2 BATON ROUGE LA 70806 721421356 20000 DISASTER AWARD EAST BATON ROUGE LONG TERM RECOVERY CAUW FISCAL AGENT 700 LAUREN STREET BATON ROUGE LA 70802 720447100 501C3 27344 DISASTER AWARD HAPPI LLANDIERS 10498 LA-965 ST FRANCISVILLE LA 70775 720803107 501C3 8050 ALLOCATION THE ARC OF EAST ASCENSION 1122 S E ASCENSION COMPLEX AVE GONZALES LA 70737 720685592 501C3 10000 ALLOCATION LOUISIANA ANNUAL CONFERENCE OF UNITED METHODIST 527 NORTH BLVD BATON ROUGE LA 70802 237103242 10000 DISASTER AWARD VOLUNTEER ASCENSION PO BOX 1564 GONZALES LA 70707 721376404 501C3 10000 ALLOCATION LIFE OF A SINGLE MOM 12015 JUSTICE AVE BATON ROUGE LA 70816 453478448 501C3 16100 ALLOCATION AMERICAN DIABETES ASSOCIATION 1701 N BEAUREGARD ST ALEXANDRIA VA 22311 131623888 501C3 16100 ALLOCATION DONALDSONVILLE AREA ARC INC 1030 CLAY ST DONALDSONVILLE LA 70346 720694906 501C3 18865 ALLOCATION ST JAMES ARC 29150 HEALTH UNIT ST VACHERIE LA 70090 237084518 501C3 19250 ALLOCATION LOUISIANA 4-H FOUNDATION 104 CJ NORMAN EFFESON HALL BATON ROUGE LA 70803 721367519 501C3 20125 ALLOCATION UPLIFTED 1979 BEAUMONT DRIVE BATON ROUGE LA 70806 721033793 501C3 20125 ALLOCATION 100 BLACK MEN 2050 N FOSTER DRIVE BATON ROUGE LA 70806 721235682 501C3 24150 ALLOCATION REGINA COELI HEAD START CENTER 22476 US-190 ROBERT LA 70455 720680604 24150 ALLOCATION EVERFI 3299 K STREET NW 4TH FLOOR WASHINGTON DC 20007 261818856 24500 ALLOCATION BATON ROUGE YOUTH COALITION (BYRC) 460 B 11TH STREET BATON ROUGE LA 70802 262477597 501C3 26650 ALLOCATION BREC FOUNDATION 6201 FLORIDA BOULEVARD SUITE 2100 BATON ROUGE LA 70806 680526294 501C3 28175 ALLOCATION URBAN LEAGUE 4640 S CARROLLTON AVENUE SUITE 210 NEW ORLEANS LA 70119 720423627 501C3 30590 ALLOCATION ST BERNARD PROJECT INC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 262189665 501C3 30599 DISASTER AWARD MID CITY REDEVELOPMENT ALLIANCE 419 NORTH 19TH STREET BATON ROUGE LA 70802 721196990 501C3 33000 DISASTER AWARD ADULT LITERACY ADVOCATES 460 N 11TH ST BATON ROUGE LA 70802 231010529 501C3 36575 ALLOCATION UREC PO BOX 73032 BATON ROUGE LA 70874 721223347 501C3 37835 ALLOCATION FAMILIES HELPING FAMILIES OF GBR 2356 DRUSILLA LANE BATON ROUGE LA 70809 721406289 501C3 37916 ALLOCATION BATON ROUGE AREA CHILDREN'S ADVOCACY CENTER 626 EAST BLVD BATON ROUGE LA 70802 260028918 501C3 41000 ALLOCATION ST JAMES COUNCIL ON AGING 5153 CANATELLA ST CONVENT LA 70723 720737078 501C3 41415 ALLOCATION EAST FELICIANA PUBLIC SCHOOLS PO BOX 397 CLINTON LA 70722 726000369 42838 ALLOCATION AMI KIDS BATON ROUGE 5555 BEECHWOOD DR BATON ROUGE LA 70805 592878383 501C3 44275 ALLOCATION CHILD ADVOCACY SERVICES 1504 WEST CHURCH STREET HAMMOND LA 70401 721262466 501C3 45920 ALLOCATION THE ARC-IBERVILLE AND WBR 24615 J GERALD BERRET BLVD PLAQUEMINE LA 70764 720695459 501C3 51127 ALLOCATION AMERICAN RED CROSS LOUISIANA CAPITAL AREA 4655 SHERWOOD COMMON BLVD BATON ROUGE LA 70816 530196605 501C3 55760 ALLOCATION LOUISIANA HEALTH AND REHAB 2121 WOODDALE BLVD BATON ROUGE LA 70806 721476680 501C3 57750 ALLOCATION CANCER SERVICES OF GREATER BATON ROUGE 550 LOBDELL AVENUE BATON ROUGE LA 70806 720517180 501C3 60375 ALLOCATION TIDES CENTER 1012 TORNEY AVE SAN FRANCISCO CA 94129 943213100 501C3 61600 ALLOCATION O'BRIEN HOUSE 1231 LAUREL ST BATON ROUGE LA 70802 720702820 501C3 65406 ALLOCATION LOUISIANA RESOURCE CENTER FOR EDUCATORS 5550 FLORIDA BLVD BATON ROUGE LA 70806 581704372 501C3 76475 ALLOCATION ST VINCENT DE PAUL PO BOX 127 BATON ROUGE LA 70821 364582340 501C3 76500 ALLOCATION YMCA OF THE CAPITAL AREA 350 S FOSTER DRIVE BATON ROUGE LA 70806 720408994 501C3 82100 ALLOCATION YWCA GREATER BATON ROUGE 8281 GOODWOOD BOULEVARD SUITE B1 BATON ROUGE LA 70806 720650993 501C3 84525 ALLOCATION MCMAINS CHILDREN'S DEVELOPMENTAL CENTER 1805 COLLEGE DRIVE BATON ROUGE LA 70808 720459036 501C3 106635 ALLOCATION MENTAL HEALTH ASSOCIATION OF GBR 544 COLONIAL DR BATON ROUGE LA 70806 720688911 501C3 108265 ALLOCATION FAMILY SERVICE OF GREATER BATON ROUGE 4727 REVERE AVENUE BATON ROUGE LA 70808 720491100 501C3 114310 ALLOCATION BIG BUDDY PROGRAM 1415 MAIN ST BATON ROUGE LA 70802 720904506 501C3 119225 ALLOCATION CAPITAL AREA FAMILY VIOLENCE INTERVENTION CENTER PO BOX 52809 BATON ROUGE LA 70892 720986008 501C3 120200 ALLOCATION BOYS AND GIRLS CLUB OF GREATER BATON ROUGE 8281 GOODWOD BOULEVARD SUITE H BATON ROUGE LA 70806 720928014 501C3 136850 ALLOCATION SALVATION ARMY OF GBR EBR WBR LIVINGSTON 7361 AIRLINE HIGHWAY BATON ROUGE LA 70805 580660607 501C3 141076 ALLOCATION CAPITAL AREA AGENCY ON AGING 6554 FLORIDA BLVD SUITE 221 BATON ROUGE LA 70806 720738045 501C3 150150 ALLOCATION HOPE MINISTRIES 4643 WINBOURNE AVENUE BATON ROUGE LA 70805 721245521 501C3 168612 ALLOCATION CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE 1800 S ACADIAN THRUWAY BATON ROUGE LA 70808 720590685 501C3 173804 ALLOCATION GREATER BATON ROUGE FOOD BANK 10600 S CHOCTAW DRIVE BATON ROUGE LA 70815 721065318 501C3 185730 ALLOCATION THE EMERGE CENTER 7784 INNOVATION PARK DR BATON ROUGE LA 70820 455434705 501C3 241500 ALLOCATION VOLUNTEERS OF AMERICA 3949 NORTH BLVD BATON ROUGE LA 70806 721020853 501C3 272208 ALLOCATION THE ARC BATON ROUGE 606 COLONIAL DRIVE SUITE G BATON ROUGE LA 70806 720567387 501C3 298775 ALLOCATION 47 6 X 0 0 0 0 0 0 0 0 0 GEORGE BELL PRESIDENT/CEO 150000 0 16903 0 0 0 17308 0 11783 0 195994 0 0 0 ROBERT SCHNECKENBURGER BOARD MEMBER 147738 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 250401 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 117233 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 $117,233. 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 IX, LINE 11G CONTRACT SERVICES FEES: PROGRAM SERVICE EXPENSES 188,719. MANAGEMENT AND GENERAL EXPENSES 80,048. FUNDRAISING EXPENSES 77,761. TOTAL EXPENSES 346,528. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 24,708. MANAGEMENT AND GENERAL EXPENSES 10,480. FUNDRAISING EXPENSES 10,181. TOTAL EXPENSES 45,369. LEGAL FEES RELATED TO BP SETTLEMENT: PROGRAM SERVICE EXPENSES 327,744. MANAGEMENT AND GENERAL EXPENSES 139,018. FUNDRAISING EXPENSES 135,046. TOTAL EXPENSES 601,808. FORM 990, PART XI, LINE 9: CHANGED IN FUNDED STATUS OF PENSION PLAN 25,347. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR.