2014-05-15T12:43:16-05:00 2013-06-30 721202445 POSTLETHWAITE & NETTERVILLE 8550 UNITED PLAZA BLVD SUITE 1001 BATON ROUGE LA 70809 990 2012-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL STREET BATON ROUGE LA 708025634 RICHARD WILLIAMS 2253832643 2014-05-14 1 RALPH STEPHENS P00638118 2259224600 2012 2015-11-30 17:44:51Z RICHARD WILLIAMS 700 LAUREL STREET BATON ROUGE LA 708025634 8313999 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE IMPROVING COMMUNITIES FOCUSED ON EDUCATION, HEALTH, INCOME AND BASIC NEEDS. 39 38 48 50 0 0 9857268 8276062 0 0 8013 34912 0 3025 9865281 8313999 6682075 6629632 0 0 1746049 1756339 0 0 793550 966961 1076563 9395085 9462534 470196 -1148535 11789147 11131983 181876 1171646 11607271 9960337 HELPING PEOPLE - IMPROVING COMMUNITIES 0 0 7763784 6629632 7594152 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. 7763784 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 48 0 0 0 0 0 0 0 0 0 X 39 38 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 X CHRISTY REEVES 1.00 X X 0 0 0 SCOTT BERG 1.00 X 0 0 0 JUDE BURSAVICH 1.00 X X 0 0 0 JOANIE NETTERVILLE 1.00 X X 0 0 0 DANIEL RICHARD 1.00 X 0 0 0 RICHARD WILLIAMS 60.00 X X 0 0 0 MIKE ALBANO 1.00 X 0 0 0 RALPH BENDER 1.00 X 0 0 0 JEFF WRIGHT 1.00 X 0 0 0 TY HINGLE 1.00 X 0 0 0 TARA WICKER 1.00 X 0 0 0 STEVEN L WINDHAM 1.00 X 0 0 0 TOBIE CRAIG 1.00 X 0 0 0 BOB JACOBS 1.00 X 0 0 0 BRIAN HAYMON 1.00 X 0 0 0 RUTHIE GOLDEN 1.00 X 0 0 0 MELANIE BUECHE 1.00 X 0 0 0 A TODD CARUSO 1.00 X 0 0 0 JERE DUCOTE 1.00 X 0 0 0 DR ERNIE HUGHES 1.00 X 0 0 0 ADAM KNAPP 1.00 X 0 0 0 CONVILLE LEMOINE 1.00 X 0 0 0 STEPHANIE ANDERSON 1.00 X 0 0 0 VERGE AUSBERRY 1.00 X 0 0 0 AMANDA STOUT 1.00 X 0 0 0 VICTOR GREGORIE 1.00 X 0 0 0 JESSE HOGGARD 1.00 X 0 0 0 KENNETH RICHE 1.00 X 0 0 0 ERIC OLSON 1.00 X 0 0 0 KEVIN RUDGE 1.00 X 0 0 0 PAUL F STRATFORD 1.00 X 0 0 0 MICHAEL ANDERSON 1.00 X 0 0 0 MICHELE CROSBY 1.00 X 0 0 0 SHERRIE DESPINO 1.00 X 0 0 0 LES GATZ 1.00 X 0 0 0 KWESI C GILBERT 1.00 X 0 0 0 STEWART T GORDON 1.00 X 0 0 0 W JOE KELLY 1.00 X 0 0 0 TERRIE P STERLING 1.00 X 0 0 0 0 0 0 0 0 0 0 0 8276062 8276062 34912 34912 3025 0 3025 3025 8313999 0 0 37937 6629632 6629632 1383962 399953 550185 433824 285364 83022 108083 94259 87013 25315 32957 28741 34988 34988 251360 194906 22304 34150 26132 7695 12718 5719 97661 31842 38551 27268 20398 4735 844 14819 59438 19702 18216 21520 28467 8540 11672 8255 CAMPAIGN SUPPLIES AND E 148643 63144 11195 74304 DONATED GOODS AND SERVI 134247 134247 EQUIPMENT RENTAL AND RE 125231 41937 48747 34547 UNITED WAY OF AMERICA/L 105572 105572 44426 13542 14740 16144 9462534 7763784 905200 793550 5196653 4085667 1050674 1055288 4861689 4086372 201398 1390303 28946 54961 831062 669541 177631 161521 272156 297871 11789147 11131983 179948 1043014 1928 128632 181876 1171646 X 1314905 672375 10239459 9235055 52907 52907 11607271 9960337 11789147 11131983 -1148535 34912 134247 -667558 0 X X 0 1 X 1 0 X 11290752 13019041 14214083 9857268 8453835 56834979 11290752 13019041 14214083 9857268 8453835 56834979 56834979 32013 291 20009 8013 34912 95238 56930217 0.99830 0.98680 X 1 1 272156 25815 297971 273840 -1684 272156 257869 15971 273840 234236 23633 257869 205939 2890 25407 234236 0.82000 0.18000 0 0 258884 142825 116059 557128 512936 44192 15050 13780 1270 161521 X DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. 1 SIF GRANT ACCRUED 55099 ALLOCATIONS ENTERGY 18100 ALLOCATIONS CAPITAL ONE 50000 ALLOCATIONS IRS 22435 ALLOCATIONS ENTERGY 10000 ALLOCATIONS HELP ME GROW 20000 ALLOCATIONS 6 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. BOB JACOBS BOARD MEMBER 0 BOB JACOBS, YMCA OF THE CAPITAL AREA, 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 $252,402 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 $146,890, 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