2015-05-15T08:58:52-05:00 2014-06-30 721202445 POSTLETHWAITE & NETTERVILLE 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2013-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL STREET BATON ROUGE LA 708025634 JOANIE NETTERVILLE TREASURER 2253832643 2015-05-13 1 RALPH STEPHENS P00638118 2259224600 2013 2016-03-07 17:11:31Z RICHARD WILLIAMS 700 LAUREL STREET BATON ROUGE LA 708025634 8351475 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE IMPROVING COMMUNITIES FOCUSED ON EDUCATION, HEALTH, INCOME AND BASIC NEEDS. 36 35 33 750 0 0 8276062 8252893 0 0 34912 44427 3025 54155 8313999 8351475 6629632 5257598 0 0 1756339 1660967 0 0 821485 1076563 823436 9462534 7742001 -1148535 609474 11131983 11661290 1171646 936199 9960337 10725091 HELPING PEOPLE - IMPROVING COMMUNITIES 0 0 5978352 5257598 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. 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. CAPITAL AREA UNITED LEADS THE COMMUNITY IN IDENTIFYING PRIORITY ISSUES IN THE AREAS OF EDUCATION, INCOME, HEALTH AND BASIC NEEDS TO HELP PEOPLE AND IMPROVE COMMUNITY AND IN DEVELOPING TARGETED, COMPREHENSIVE PLANS FOR ACTION THAT WILL LEAD TO DEFINED AND MEASURABLE OUTCOMES. UNITED WAY CONVENES STRATEGIC PARTNERS, FACILITATES PLANNING AND ENGAGES COMMUNITY MEMBERS TO GIVE, ADVOCATE AND VOLUNTEER TO MAXIMIZE COMMUNITY RESOURCES FOR GREATEST IMPACT. 5978352 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 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 13 0 1 33 0 0 0 0 0 0 0 0 0 X 36 35 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 SCOTT BERG BOARD CHAIR 1.00 X X 0 0 0 MIKE ALBANO BOARD CHAIR ELECT 1.00 X 0 0 0 JUDE BURSAVICH SECRETARY 1.00 X X 0 0 0 JOANIE NETTERVILLE TREASURE/FINANCE COMMITTEE 1.00 X X 0 0 0 BRIAN HAYMON AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 DARRIN GOSS SR PRESIDENT/CEO 60.00 X X 68190 0 0 RALPH BENDER RESOURCE DEVELOPMENT CHAIR 1.00 X 0 0 0 STEPHEN M TOUPS RESOURCE DEVELOPMENT CHAIR ELECT 1.00 X 0 0 0 TY HINGLE RELATIONSHIP DEVELOPMENT CHAIR 1.00 X 0 0 0 STEVEN L WINDHAM COMMUNITY INVESTMENT CHAIR 1.00 X 0 0 0 CHRISTY REEVES PAST BOARD CHAIR/ GOVERNANCE COMMITTEE 1.00 X 0 0 0 PAT VAN BURKLEO PARTNER AGENCY REPRESENTATIVE 1.00 X 0 0 0 JERRY GOSS MAJOR GIFTS CHAIR 1.00 X 0 0 0 RUTHIE GOLDEN LEADERSHIP GIVING CHAIR 1.00 X 0 0 0 MICHELE CROSBY BOARD MEMBER 1.00 X 0 0 0 SHERRIE DESPINO BOARD MEMBER 1.00 X 0 0 0 LES GATZ BOARD MEMBER 1.00 X 0 0 0 KWESI C GILBERT BOARD MEMBER 1.00 X 0 0 0 STEWART T GORDON BOARD MEMBER 1.00 X 0 0 0 W JOE KELLY BOARD MEMBER 1.00 X 0 0 0 TERRIE P STERLING BOARD MEMBER 1.00 X 0 0 0 MELANIE BUECHE BOARD MEMBER 1.00 X 0 0 0 A TODD CARUSO BOARD MEMBER 1.00 X 0 0 0 JERE DUCOTE BOARD MEMBER 1.00 X 0 0 0 DR ERNIE HUGHES BOARD MEMBER 1.00 X 0 0 0 ADAM KNAPP BOARD MEMBER 1.00 X 0 0 0 CONVILLE LEMOINE BOARD MEMBER 1.00 X 0 0 0 DANIEL RICHARD BOARD MEMBER 1.00 X 0 0 0 STEPHANIE ANDERSON BOARD MEMBER 1.00 X 0 0 0 JESSE HOGGARD BOARD MEMBER 1.00 X 0 0 0 ROXAN KRAFT BOARD MEMBER 1.00 X 0 0 0 KENNETH RICHE BOARD MEMBER 1.00 X 0 0 0 STEVE SUSICK BOARD MEMBER 1.00 X 0 0 0 AMANDA STOUT BOARD MEMBER 1.00 X 0 0 0 PAUL F STRATFORD BOARD MEMBER 1.00 X 0 0 0 MATTHEW G RACHLEFF BOARD MEMBER 1.00 X 0 0 0 68190 0 0 0 0 0 0 0 8252893 8252893 44427 44427 54155 0 54155 54155 8351475 0 0 98582 5257598 5257598 1294567 360887 493170 440510 271648 68416 113903 89329 94752 26763 36975 31014 142832 86424 51755 4653 37666 9811 18775 9080 109863 35524 34105 40234 21944 4482 934 16528 48818 6847 27818 14153 24407 7566 7566 9275 CAMPAIGN SUPPLIES AND E 187669 65382 11149 111138 EQUIPMENT RENTAL AND RE 102213 33619 30264 38330 UNITED WAY OF AMERICA/L 101528 101528 TELEPHONE AND COMMUNICA 31587 9755 8902 12930 14909 5278 5320 4311 7742001 5978352 942164 821485 4085667 5277480 1055288 1058759 4086372 3298199 1390303 1579405 54961 52819 802687 652107 161521 150580 297871 244048 11131983 11661290 1043014 793865 128632 142334 1171646 936199 X 672375 914634 9235055 9757550 52907 52907 9960337 10725091 11131983 11661290 609474 44427 21002 89851 X X 0 1 X 1 0 X 13019041 14214083 9857268 8453835 8438557 53982784 13019041 14214083 9857268 8453835 8438557 53982784 53982784 291 20009 8013 34912 44427 107652 54090436 0.99800 0.99830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 297971 35903 333874 272156 25815 297971 273840 -1684 272156 257869 15971 273840 234236 23633 257869 0.84150 0.15850 0 0 258884 154942 103942 543803 497165 46638 150580 X PART X, LINE 2: CAPITAL AREA UNITED WAY IS A NONPROFIT CORPORATION WHICH HAS QUALIFIED AS SUCH UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 501(A) IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. V!U IS ALSO AN EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. CAPITAL AREA UNITED WAY AND V!U APPLY THE ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION'S MANAGEMENT HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. CAPITAL AREA UNITED WAY AND V!U EACH FILE A SEPARATE UNITED STATES RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. CAPITAL AREA UNITED WAY AND V!U EACH FILE A SEPERATE UNITED STATES RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. CAPITAL AREA UNITED WAY AND V!U'S RETURNS FOR YEARS ENDING JUNE 30, 2010 AND THEREAFTER ARE SUBJECT TO POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE. X FUNDRAISING 925 925 FUNDRAISING 50301 50301 1 2929 2929 54155 54155 54155 1 ADULT LITERACY ADVOCATED 45212 ALLOCATION ALS ASSOCIATION OF LA 13999 ALLOCATION AMI KIDS BATON ROUGE 60751 ALLOCATION AMERICAN RED CROSS LA CAPITAL AREA 147763 ALLOCATION ASSOCIATION FOR RETARDED CITIZENS ASCENSION 7000 ALLOCATION ASSOCIATION FOR RETARDED CITIZENS EBR 312425 ALLOCATION ASSOCIATION FOR RETARDED CITIZENS IBERVILLE 23572 ALLOCATION BATON ROUGE AREA ALCOHOL AND DRUG CENTER 78077 ALLOCATION BATON ROUGE AREA CHILDREN'S ADVOCACY CENTER 43381 ALLOCATION BATON ROUGE CRISIS INTERVENTION CENTER 129594 ALLOCATION BATON ROUGE SICKLE CELL ANEMIA FOUNDATION 10719 ALLOCATION BATON ROUGE SPEECH AND HEARING FOUNDATION 250946 ALLOCATION BIG BUDDY PROGRAM 146475 ALLOCATION BOY SCOUTS OF AMERICA 109703 ALLOCATION BOYS AND GIRLS CLUB OF GREATER BATON ROUGE 208559 ALLOCATION CANCER SERVICES OF GREATER BATON ROUGE 310062 ALLOCATION CAPITAL AREA AGENCY ON AGING 143393 ALLOCATION CAPITAL AREA ALLIANCE FOR THE HOMELESS 49169 ALLOCATION CAPITAL AREA CASA 18020 ALLOCATION IRIS DOMESTIC VIOLENCE CENTER 153261 ALLOCATION CATHOLIC CHARITIES OF THE DIOCESE 347412 ALLOCATION CHILD ADVOCACY SERVICES 45680 ALLOCATION CITY YEAR BATON ROUGE 68830 ALLOCATION DONALDSONVILLE AREA ARC INC 678 ALLOCATION FAMILY SERVICE OF GREATER BATON ROUGE 232148 ALLOCATION GIRL SCOUTS OF THE USA 44399 ALLOCATION GREATER BATON ROUGE FOOD BANK 267971 ALLOCATION HAPPI LLANDIERS 17362 ALLOCATION LIVINGSTON YOUTH AND FAMILY COUNSELING 125033 ALLOCATION MCMAINS CHILDREN'S DEVELOPMENT CENTER 387054 ALLOCATION MENTAL HEALTH ASSOCIATION OF GBR 172842 ALLOCATION OBRIEN HOUSE 59532 ALLOCATION PORT CITY ENTERPRISES 16069 ALLOCATION SALVATION ARMY OF GREATER BATON ROUGE 67700 ALLOCATION ST HELENA HEAD START 7469 ALLOCATION ST JAMES COUNCIL ON AGING 12648 ALLOCATION ST VINCENT DE PAUL 104159 ALLOCATION TEACH FOR AMERICA 43372 ALLOCATION UNITED METHODIST HOPE MINISTRIES 58261 ALLOCATION VOLUNTEERS OF AMERICA GREATER BATON ROUGE 313037 ALLOCATION VOLUNTEERS OF PUBLIC SCHOOLS 30175 ALLOCATION YMCA OF THE CAPITAL AREA 103481 ALLOCATION YWCA OF GREATER BATON ROUGE 54705 ALLOCATION LOUISIANA ASSOCIATION OF UNITED WAYS-211 305000 ALLOCATION SUMMER LEARNING LOSS INITIATIVE - ST HELENA 30000 ALLOCATION SUMMER LEARNING LOSS INITIATIVE - WEST FELICIANA 30000 ALLOCATION PART IV CAPITAL AREA UNITED WAY DISTRIBUTES ALLOCATIONS TO EXISTING ELIGIBLE PARTNER AGENCIES. THE ALLOCATIONS AND DESIGNATIONS AWARDED TO AGENCIES ARE USED AT THEIR DISCRETION FOR THEIR FUNDED PROGRAMS. NO GRANTS ARE DISTRIBUTED WHICH WOULD REQUIRE AN ACCOUNTING BY THE AGENCY AFTER THE DISTRIBUTION, HOWEVER THERE ARE AGREED UPON PERFORMANCE STANDARDS THAT MUST BE MET FOR CONTINUED ELIGIBILITY. PAT VAN BURKLEO BOARD MEMBER 0 PAT VAN BURKLEO, BOYS & GIRLS CLUB OF GBR, IS THE PARTNER AGENCY REPRESENTATIVE OF THE CAPITAL AREA UNITED WAY BOARD OF DIRECTORS. THE PARTNER AGENCY REPRESENTATIVE IS NOT INVOLVED IN AGENCY ALLOCATION DECISIONS MADE BY THE BOARD OF DIRECTORS, PER RECUSAL FROM ALLOCATION VOTING. 0 CONVILLE LEMOINE BOARD MEMBER 0 CAPITAL AREA UNITED WAY HOLDS A CERTIFICATE OF DEPOSIT WITH THE BANK OF ST. FRANCISVILLE, OF WHICH CONVILLE LEMOINE IS PRESIDENT. THE CERTIFICATE OF DEPOSIT, IN THE AMOUNT OF $254,169.51 WAS PURCHASED UNDER NORMAL TERMS AND CONDITIONS EXTENDED TO ALL CUSTOMERS. 0 LES GATZ BOARD MEMBER 0 CAPITAL AREA UNITED WAY HOLDS A CERTIFICATE OF DEPOSIT WITH THE HANCOCK BANK, OF WHICH LES GATZ IS VICE PRESIDENT. THE CERTIFICATE OF DEPOSIT, IN THE AMOUNT OF $147,074.24, WAS PURCHASED UNDER NORMAL TERMS AND CONDITIONS EXTENDED TO ALL CUSTOMERS. 0 JOANIE NETTERVILLE BOARD MEMBER 0 CAPITAL AREA UNITED WAY HOLDS A CERTIFICATE OF DEPOSIT WITH THE RED RIVER BANK, OF WHICH JOANIE NETTERVILLE IS REGIONAL PRESIDENT. THE CERTIFICATE OF DEPOSIT, IN THE AMOUNT OF $101,514.40, WAS PURCHASED UNDER NORMAL TERMS AND CONDITIONS EXTENDED TO ALL CUSTOMERS. 0 FORM 990, PART VI, SECTION A, LINE 7A BOB JACOBS, AGENCY BOARD REPRESENTATIVES, IS ELECTED BY THE AGENCIES. FORM 990, PART VI, SECTION B, LINE 11 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 THE ORGANIZATION'S COMMITEES PROCESS OF ASSUMING RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR. VOLUNTEER UNITED 700 LAUREL STREET BATON ROUGE LA 70802 721117689 IS DEDICATED TO HELPING PEOPLE DELIVER CREATIVE SOLUTIONS TO THE COMMUNITY LA 501(C)(3) CAPITAL AREA UNITED WAY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0