2019-03-13T17:17:02-05:00 2018-06-30 721202445 POSTLETHWAITE & NETTERVILLE 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2017-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL STREET BATON ROUGE LA 708025634 GEORGE BELL PRESIDENT 2253832643 2019-03-12 1 JON LEBLANC P01525561 2259224600 206.124.204.139 2019-03-12 14:53:46 CD P 0C2CD248642C45F84584C95437FD3DFD35947CC4 7A5568A836675746CB09E9B0D3D300AF168CBA04 2017 2019-02-21 02:37:17Z GEORGE BELL 700 LAUREL STREET BATON ROUGE LA 708025634 6044352 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE IMPROVING COMMUNITIES FOCUSED ON EDUCATION, HEALTH, INCOME AND BASIC NEEDS. 26 26 32 1315 0 0 10022828 5982348 0 0 -6 24394 1916 37610 10024738 6044352 6397990 6039289 0 0 1477536 1512078 0 0 919618 1252005 1058411 9127531 8609778 897207 -2565426 13144929 10586730 1362842 1401711 11782087 9185019 HELPING PEOPLE - IMPROVING COMMUNITIES 0 0 6569077 6039289 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. 221411 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. 6790488 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 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 15 0 1 32 1 0 0 0 0 0 0 0 0 0 0 X 26 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 STREET BATON ROUGE LA 708025634 GEORGE BELL PRESIDENT/CEO 60.00 X X 137807 0 0 STEPHEN M TOUPS PAST BOARD CHAIR/GOVERNANC 1.00 X X 0 0 0 TY HINGLE BOARD MEMBER 1.00 X 0 0 0 PAT VAN BURKLEO PARTNER AGENCY REPRESENTAT 1.00 X 0 0 0 LES GATZ BOARD MEMBER 1.00 X 0 0 0 STACEY GAUTREAU COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 STEPHANIE ANDERSON BOARD MEMBER 1.00 X 0 0 0 AMANDA STOUT SECRETARY 1.00 X X 0 0 0 RANDY YOUNG BOARD CHAIR 1.00 X X 0 0 0 AARON STANFORD TREASURER/FINANCE COMMT. 1.00 X X 0 0 0 STAN LEVY COMMUNICATIONS & MARKETING 1.00 X 0 0 0 ROBERT SCHNECKENBURGER RESOURCE DEVELOPMENT CHAIR 1.00 X 0 0 0 RHOMAN HARDY BOARD MEMBER 1.00 X 0 0 0 ALFRED E HARRELL III BOARD MEMBER 1.00 X 0 0 0 DR KENNY J COLE BOARD MEMBER 1.00 X 0 0 0 STEPHANIE MANSON BOARD MEMBER 1.00 X 0 0 0 DANNY MONTELARO BOARD MEMBER 1.00 X 0 0 0 RAYMOND A JETSON BOARD MEMBER 1.00 X 0 0 0 BEN MARMANDE BOARD MEMBER 1.00 X 0 0 0 MICHAEL TIPTON BOARD MEMBER 1.00 X 0 0 0 GREG GUILBEAU BOARD MEMBER 1.00 X 0 0 0 STEWART T GORDON BOARD CHAIR ELECT 1.00 X 0 0 0 KELLY BIEN BOARD MEMBER 1.00 X 0 0 0 DAVID LUECKE BOARD MEMBER 1.00 X 0 0 0 JACKIE MCCREARY BOARD MEMBER 1.00 X 0 0 0 JOLEN STEIN BOARD MEMBER 1.00 X 0 0 0 ROBERT BURGESS BOARD MEMBER 1.00 X 0 0 0 137807 0 0 1 0 0 0 0 5982348 5982348 24394 24394 37610 0 37610 37610 6044352 0 0 62004 6039289 6039289 150000 46500 52500 51000 969085 300416 339180 329489 309178 95845 108212 105121 83815 25983 29335 28497 28500 8835 9975 9690 326975 101362 114441 111172 28333 8783 9917 9633 108199 33542 37870 36787 16275 5045 5696 5534 29697 9206 10394 10097 CAMPAIGN SUPPLIES AND E 218129 67620 76345 74164 UNITED WAY OF AMERICA/L 147263 51542 95721 EQUIPMENT RENTAL AND RE 121613 37700 42565 41348 TELEPHONE AND COMMUNICA 24262 7521 8492 8249 9165 2841 3208 3116 8609778 6790488 899672 919618 6113794 5120169 1064470 1064470 3214972 2798833 2194386 1055528 56103 58359 858649 745792 142554 112857 358650 376514 13144929 10586730 1164729 1065254 198113 103154 0 233303 1362842 1401711 X 963759 2296696 10765421 6888323 52907 0 11782087 9185019 13144929 10586730 X -2565426 3548 -35190 X X 0 1 X 1 0 X 8438557 8676828 7797210 10022828 5982348 40917771 8438557 8676828 7797210 10022828 5982348 40917771 40917771 44427 12102 2796 2155 24394 85874 41003645 0.99790 0.99780 X 1 1 358650 17864 376514 331556 27094 358650 339329 -7773 331556 333874 5455 339329 297971 35903 333874 1.00000 0 0 283631 204856 78775 575018 540936 34082 112857 UNFUNDED PENSION OBLIGATION 233303 233303 X 6089521 3548 41621 45169 6044352 0 6044352 8651399 41621 41621 8609778 0 8609778 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, 2018, 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. JAMBALAYA JAM 26516 26516 ANNUAL MEETING 10800 10800 294 294 37610 37610 37610 1 ADULT LITERACY ADVOCATES 460 N 11TH ST BATON ROUGE LA 70802 231010529 47500 ALLOCATION AMERICAN DIABETES ASSOCIATION 1701 N BEAUREGARD ST ALEXANDRIA VA 22311 131623888 20000 ALLOCATION AMERICAN RED CROSS LOUISIANA CAPITAL AREA 4655 SHERWOOD COMMON BLVD BATON ROUGE LA 70816 530196605 68000 ALLOCATION AMI KIDS BATON ROUGE 5555 BEECHWOOD DR BATON ROUGE LA 70805 592878383 55000 ALLOCATION THE ARC BATON ROUGE 606 COLONIAL DRIVE SUITE G BATON ROUGE LA 70806 720567387 385000 ALLOCATION THE ARC-IBERVILLE AND WBR 24615 J GERALD BERRET BLVD PLAQUEMINE LA 70764 720695459 74500 ALLOCATION BATON ROUGE AREA CHILDREN'S ADVOCACY CENTER 626 EAST BLVD BATON ROUGE LA 70802 260028918 50000 ALLOCATION BATON ROUGE CRISIS INTERVENTION CENTER 4837 REVERE AVE BATON ROUGE LA 70808 720768965 45000 ALLOCATION BIG BUDDY PROGRAM 1415 MAIN ST BATON ROUGE LA 70802 720904506 145000 ALLOCATION BOYS AND GIRLS CLUB OF GREATER BATON ROUGE 8281 GOODWOD BOULEVARD SUITE H BATON ROUGE LA 70806 720928014 170000 ALLOCATION CANCER SERVICES OF GREATER BATON ROUGE 550 LOBDELL AVENUE BATON ROUGE LA 70806 720517180 75000 ALLOCATION CAPITAL AREA AGENCY ON AGING 6554 FLORIDA BLVD SUITE 221 BATON ROUGE LA 70806 720738045 195000 ALLOCATION CATHOLIC CHARITIES OF THE DIOCESE OF BATON ROUGE 1800 S ACADIAN THRUWAY BATON ROUGE LA 70808 720590685 216961 ALLOCATION CHILD ADVOCACY SERVICES 1504 WEST CHURCH STREET HAMMOND LA 70401 721262466 56000 ALLOCATION DONALDSONVILLE AREA ARC INC 1030 CLAY ST DONALDSONVILLE LA 70346 720694906 24500 ALLOCATION BATON ROUGE SPEECH AND HEARING FOUNDATION INC 7784 INNOVATION PARK DR BATON ROUGE LA 70820 720542134 300000 ALLOCATION FAMILY SERVICE OF GREATER BATON ROUGE 4727 REVERE AVENUE BATON ROUGE LA 70808 720491100 142000 ALLOCATION GREATER BATON ROUGE FOOD BANK 10600 S CHOCTAW DRIVE BATON ROUGE LA 70815 721065318 226500 ALLOCATION HAPPI LLANDIERS 10498 LA-965 ST FRANCISVILLE LA 70775 720803107 10000 ALLOCATION HOPE MINISTRIES 4643 WINBOURNE AVENUE BATON ROUGE LA 70805 721245521 207500 ALLOCATION CAPITAL AREA FAMILY VIOLENCE INTERVENTION CENTER PO BOX 52809 BATON ROUGE LA 70892 720986008 155000 ALLOCATION MCMAINS CHILDREN'S DEVELOPMENTAL CENTER 1805 COLLEGE DRIVE BATON ROUGE LA 70808 720459036 132000 ALLOCATION MENTAL HEALTH ASSOCIATION OF GBR 544 COLONIAL DR BATON ROUGE LA 70806 720688911 133000 ALLOCATION O'BRIEN HOUSE 1231 LAUREL ST BATON ROUGE LA 70802 720702820 81250 ALLOCATION REGINA COELI HEAD START CENTER 22476 US-190 ROBERT LA 70455 720680604 30000 ALLOCATION SALVATION ARMY OF GBR EBR WBR LIVINGSTON 7361 AIRLINE HIGHWAY BATON ROUGE LA 70805 580660607 175250 ALLOCATION ST JAMES ARC 29150 HEALTH UNIT ST VACHERIE LA 70090 237084518 25000 ALLOCATION ST JAMES COUNCIL ON AGING 5153 CANATELLA ST CONVENT LA 70723 720737078 53000 ALLOCATION ST VINCENT DE PAUL PO BOX 127 BATON ROUGE LA 70821 364582340 90000 ALLOCATION VOLUNTEERS OF AMERICA 3949 NORTH BLVD BATON ROUGE LA 70806 721020853 335500 ALLOCATION YMCA OF THE CAPITAL AREA 350 S FOSTER DRIVE BATON ROUGE LA 70806 720408994 80000 ALLOCATION 100 BLACK MEN 2050 N FOSTER DRIVE BATON ROUGE LA 70806 721235682 30000 ALLOCATION BATON ROUGE YOUTH COALITION (BYRC) 460 B 11TH STREET BATON ROUGE LA 70802 262477597 30000 ALLOCATION BREC FOUNDATION 6201 FLORIDA BOULEVARD SUITE 2100 BATON ROUGE LA 70806 680526294 35000 ALLOCATION CAPITAL AREA REENTRY PROGRAM 4829 WINBOURNE AVENUE BATON ROUGE LA 70805 275443513 33333 ALLOCATION CITY OF BATON ROUGE JEWEL J NEWMAN COMMUNITY CENTER 2013 CENTRAL ROAD BATON ROUGE LA 70807 222882549 7500 ALLOCATION COMMUNITIES IN SCHOOL 3400 BIEVILLE STREET SUITE B NEW ORLEANS LA 70119 721317054 13333 ALLOCATION EAST FELICIANA PUBLIC SCHOOLS PO BOX 397 CLINTON LA 70722 726000369 85400 ALLOCATION FAMILIES HELPING FAMILIES OF GBR 2356 DRUSILLA LANE BATON ROUGE LA 70809 721406289 47100 ALLOCATION JOHN HOPKINS UNIVERSITY 2701 NORTH CHARELS STREET SUITE 300 300 BALTIMORE MD 21218 520595110 80000 ALLOCATION THE LIFE OF A SINGLE MOM PO BOX 41821 BATON ROUGE LA 70835 453478448 20000 ALLOCATION LOUISIANA 4-H FOUNDATION 104 CJ NORMAN EFFESON HALL BATON ROUGE LA 70803 721367519 25000 ALLOCATION LOUISIANA HEALTH AND REHAB 2121 WOODDALE BLVD BATON ROUGE LA 70806 721476680 75000 ALLOCATION LOUISIANA RESOURCE CENTER FOR EDUCATORS 5550 FLORIDA BLVD BATON ROUGE LA 70806 581704372 95000 ALLOCATION MIDCITY REDEVELOPMENT ALLIANCE 419 N 19TH STREET BATON ROUGE LA 70802 721196990 44000 ALLOCATION UPLIFTED 1979 BEAUMONT DRIVE BATON ROUGE LA 70806 721033793 25000 ALLOCATION UREC PO BOX 73032 BATON ROUGE LA 70874 721223347 47000 ALLOCATION URBAN LEAGUE 4640 S CARROLLTON AVENUE SUITE 210 NEW ORLEANS LA 70119 720423627 38000 ALLOCATION YWCA GREATER BATON ROUGE 8281 GOODWOOD BOULEVARD SUITE B1 BATON ROUGE LA 70806 720650993 105000 ALLOCATION VOLUNTEER ASCENSION PO BOX 1564 GONZALES LA 70707 721376404 10000 ALLOCATION GOODWILL INDUSTRIES OF SELA 3400 TULANE AVENUE SUITE 1000 NEW ORLEANS LA 70119 720546906 36000 ALLOCATION LOUISIANA ASSOCIATION OF UNITED WAYS PO BOX 3416 BATON ROUGE LA 70821 204586416 6505 ALLOCATION YOUTH VOLUNTEER CORPS 8281 GOODWOOD BOULEVARD SUITE H BATON ROUGE LA 70806 731597582 10000 ALLOCATION ABOUNDING LOVE MINISTRIES (ALM) 7076 HOOPER ROAD BATON ROUGE LA 70811 721497069 10000 DISASTER AWARD ALL HANDS VOLUNTEERS INC 6 COUNTY ROAD SUITE 6 MATTAPOISETT MA 02739 203414952 257088 DISASTER AWARD CHRISTIAN AID MINISTRIES 200 COCCKERHAM ROAD DENHAM SPRINGS LA 70726 341344364 7571 DISASTER AWARD DENHAM SPRINGS LONG-TERM RECOVERY COMMITTEE 9270 COCKERHAM ROAD DENHAM SPRINGS LA 70726 813941030 98588 DISASTER AWARD HABITAT FOR HUMANITY OF GREATER BATON ROUGE 6554 FLORIDA BLVD SUITE 200 BATON ROUGE LA 70806 721141747 70163 DISASTER AWARD LOUISIANA ANNUAL CONFERENCE OF UNITED METHODIST 527 NORTH BLVD BATON ROUGE LA 70802 237103242 113695 DISASTER AWARD MID CITY REDEVELOPMENT ALLIANCE 419 NORTH 19TH STREET BATON ROUGE LA 70802 721196990 101149 DISASTER AWARD SASSO 10202 PERKINS ROWE SUITE 120 BATON ROUGE LA 70810 461585998 12125 DISASTER AWARD ST BERNARD PROJECT INC 2645 TOULOUSE STREET NEW ORLEANS LA 70119 262189665 108088 DISASTER AWARD THE PROVISIONS PROJECT INC 6781 LA HWY 1 S ADDIS LA 70710 820978102 25180 DISASTER AWARD VOLUNTEER ASCENSION PO BOX 1564 GONZALES LA 70707 721376404 62500 DISASTER AWARD OPERATION NEHEMIAH 10440 PEAR STREET RIVER RIDGE LA 70123 205861497 140529 DISASTER AWARD FULLER CENTER DISASTER REBUILDERS 10 ARROWHEAD RD DANVERS MA 01923 263704583 77964 DISASTER AWARD JEROME CONSTRUCTION PO BOX 443 GREENSBURG LA 70441 821217192 5500 DISASTER AWARD GTI SERVICES LLC 927 TRICOU STREET NEW ORLEANS LA 70117 753223142 6795 DISASTER AWARD CULTURAL DYNAMICS 333 GRAND LAKES DRIVE BATON ROUGE LA 70810 565881042 30000 DISASTER AWARD 65 3 ROBERT SCHNECKENBURGER BOARD MEMBER 147701 CAPITAL AREA UNITED WAY HOLDS A CERTIFICATE OF DEPOSIT WITH WHITNEY BANK, OF WHICH ROBERT SCHNECKENBURGER IS EMPLOYED. THE CERTIFICATE OF DEPOSIT WAS PURCHASED UNDER NORMAL TERMS AND CONDITIONS EXTENDED TO ALL CUSTOMERS. 0 BEN MARMANDE 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 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 -35,190. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS