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CAPITAL AREA UNITED WAY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CAPITAL AREA UNITED WAY (EIN 72-0447100)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-04-09
IRS object ID
201340999349300819
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-04-09T14:29:46-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN720454386EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1L A CHAMPAGNE & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14911 Bennington AvenueAddressLine1
CityBaton RougeCity
StateLAState
ZIP Code708083153ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN720447100EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Capital Area United WayBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCAPINameControl
Phone2253832643Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 Laurel StreetAddressLine1
CityBaton RougeCity
StateLAState
ZIP Code708025634ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRichard WilliamsName
TitlePresident and CEOTitle
Phone2253832643Phone
Date Signed2013-03-20DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKim SandersName
PTINP00681842PTIN
Phone2259251120Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRichard WilliamsNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1700 Laurel StreetAddressLine1
CityBaton RougeCity
StateLAState
ZIP Code708025634ZIPCode
FieldValueIRS element (for citing)
Gross Receipts9865281GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.cauw.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1955YearFormation
State Legal DomicileLAStateLegalDomicile
Activity Or Mission DescriptionHelping People Improving Communities focused on education, health, income and basic needs.ActivityOrMissionDescription
Nbr Voting Members Governing Body39NbrVotingMembersGoverningBody
Nbr Independent Voting Members38NbrIndependentVotingMembers
Total Nbr Employees48TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5025910ContributionsGrantsPriorYear
Contributions Grants Current Year9857268ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year5724InvestmentIncomePriorYear
Investment Income Current Year8013InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year5031634TotalRevenuePriorYear
Total Revenue Current Year9865281TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3902317GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY6682075GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year956720SalariesEtcPriorYear
Salaries Etc Current Year1746049SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year964544TotalFundrsngExpCurrentYear
Other Expense Prior Year398109OtherExpensePriorYear
Other Expenses Current Year966961OtherExpensesCurrentYear
Total Expenses Prior Year5257146TotalExpensesPriorYear
Total Expenses Current Year9395085TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-225512RevenuesLessExpensesPriorYear
Revenues Less Expenses CY470196RevenuesLessExpensesCY
Total Assets BOY11469879TotalAssetsBOY
Total Assets EOY11789147TotalAssetsEOY
Total Liabilities BOY331121TotalLiabilitiesBOY
Total Liabilities EOY181876TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY11138758NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY11607271NetAssetsOrFundBalancesEOY
Mission DescriptionHelping People - Improving CommunitiesMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense6776733Expense
DescriptionCapital 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense305000Expense
Grants305000Grants
DescriptionUnited 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 as 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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense427029Expense
DescriptionCapital 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.Description
FieldValueIRS element (for citing)
Total Program Service Expense7508762TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees48NumberOfEmployees
Employment Tax Returns Filed0EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members39NbrVotingGoverningBodyMembers
Number Independent Voting Members38NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2253832643TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 Laurel StreetAddressLine1
CityBaton RougeCity
StateLAState
ZIP Code708025634ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (40 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Karen Profita
President and CEO/Former60.00XX195677034827
Christy Reeves
Board Chair Elect1.00X000
Tobie Craig
Board Chair1.00X000
Jude Bursavich
Secretary1.00X000
Kenneth Riche
Treasurer1.00X000
Joanie Netterville
Treasurer1.00X000
Daniel Richard
Audit Commit Chair1.00X000
Scott Berg
Board Member1.00X000
Mike Albano
Board Member1.00X000
Gerald Garrison
Board Member1.00X000
Jeff Wright
Board Member1.00X000
Michele Crosby
Board Member1.00X000
Tara Wicker
Board Member1.00X000
Jay OBrien
Board Member1.00X000
Bob Jacobs
Board Member1.00X000
Ryan Elliott
Board Member1.00X000
Brian Haymon
Board Member1.00X000
Ruthie Golden
Board Member1.00X000
Melanie Bueche
Board Member1.00X000
A Todd Caruso
Board Member1.00X000
Jere Ducote
Board Member1.00X000
Dr Ernie Hughes
Board Member1.00X000
Adam Knapp
Board Member1.00X000
Conville Lemoine
Board Member1.00X000
Walter Monsour
Board Member1.00X000
Whitney Vann
Board Member1.00X000
Ann Wilkinson
Board Member1.00X000
Verge Ausberry
Board Member1.00X000
Victor Gregoire
Board Member1.00X000
Paul Stratford
Board Member1.00X000
Michael Anderson
Board Member1.00X000
Sherrie Despino
Board Member1.00X000
Les Gatz
Board Member1.00X000
Kwesi Gilbert
Board Member1.00X000
Stewart Gordon
Board Member1.00X000
W Joe Kelly
Board Member1.00X000
Stephen Lousteau
Board Member1.00X000
Terrie Sterling
Board Member1.00X000
Richard Williams
President and CEO60.00X000
Eric Olson
Board Member1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org195677TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation34827TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions9857268AllOtherContributions
Noncash Contributions128070NoncashContributions
Total Contributions9857268TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column8013TotalRevenueColumn
Related Or Exempt Function Income8013RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9865281TotalRevenueColumn
Related Or Exempt Function Income8013RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total6682075Total
Program Services6682075ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total195267Total
Program Services27337ProgramServices
Management And General142545ManagementAndGeneral
Fundraising25385Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1100594Total
Program Services410664ProgramServices
Management And General272131ManagementAndGeneral
Fundraising417799Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total137293Total
Program Services46405ProgramServices
Management And General43934ManagementAndGeneral
Fundraising46954Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total209047Total
Program Services70658ProgramServices
Management And General66895ManagementAndGeneral
Fundraising71494Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total103848Total
Program Services35101ProgramServices
Management And General33231ManagementAndGeneral
Fundraising35516Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total90219Total
Program Services30494ProgramServices
Management And General28870ManagementAndGeneral
Fundraising30855Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total33850Total
Program Services11441ProgramServices
Management And General10832ManagementAndGeneral
Fundraising11577Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total37882Total
Program Services12804ProgramServices
Management And General12122ManagementAndGeneral
Fundraising12956Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total89368Total
Fundraising89368Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total160399Total
Program Services54215ProgramServices
Management And General51328ManagementAndGeneral
Fundraising54856Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total20331Total
Program Services6872ProgramServices
Management And General6506ManagementAndGeneral
Fundraising6953Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total19930Total
Program Services6736ProgramServices
Management And General6378ManagementAndGeneral
Fundraising6816Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total94354Total
Management And General94354ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total44759Total
Management And General44759ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Campaign Supplies & Oth176696466424415885896
Equipment Rental & Repa96637326633092433050
Telephone and Communica37242125881191712737
Other expenses28663968691739804

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total36631Total
Program Services12381ProgramServices
Management And General11722ManagementAndGeneral
Fundraising12528Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total9395085Total
Program Services7508762ProgramServices
Management And General921779ManagementAndGeneral
Fundraising964544Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY5374449BOY
EOY5196653EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1043784BOY
EOY1050674EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY4417164BOY
EOY4861689EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY128980BOY
EOY201398EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY24306BOY
EOY28946EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis806013LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec628382LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY207356BOY
EOY177631EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY273840BOY
EOY272156EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY11469879BOY
EOY11789147EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY329193BOY
EOY179948EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1928BOY
EOY1928EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY331121BOY
EOY181876EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY8731929BOY
EOY1314905EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2353922BOY
EOY10239459EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY52907BOY
EOY52907EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11138758BOY
EOY11607271EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11469879BOY
EOY11789147EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses470196ReconcilationRevenueExpenses
Reconcilation Other Changes-1684ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11159578CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11290752CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13019041CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year14214083CurrentTaxYearMinus1Year
Current Tax Year9857268CurrentTaxYear
Total59540722Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11159578CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11290752CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13019041CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year14214083CurrentTaxYearMinus1Year
Current Tax Year9857268CurrentTaxYear
Total59540722Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total587811AmountsSubstContributorsTotal
Public Support Total17058952911PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years141703CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years32013CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years291CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year20009CurrentTaxYearMinus1Year
Current Tax Year8013CurrentTaxYear
Total202029Total
FieldValueIRS element (for citing)
Total Support59742751TotalSupport
Public Support Pertcentage1700.98680PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97680PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance273840BeginningOfYearBalance
Investment Earnings Or Losses-1684InvestmentEarningsOrLosses
End Of Year Balance272156EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance257869BeginningOfYearBalance
Investment Earnings Or Losses15971InvestmentEarningsOrLosses
End Of Year Balance273840EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance234236BeginningOfYearBalance
Contributions0Contributions
Investment Earnings Or Losses23633InvestmentEarningsOrLosses
End Of Year Balance257869EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance205939BeginningOfYearBalance
Contributions2890Contributions
Investment Earnings Or Losses25407InvestmentEarningsOrLosses
End Of Year Balance234236EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.80560BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.19440PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis258884InvestmentCostOrOtherBasis
Depreciation130707Depreciation
Book Value128177BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis547129InvestmentCostOrOtherBasis
Depreciation497675Depreciation
Book Value49454BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings177631TotalOfBookValueLandBuildings
Total Revenue9865281TotalRevenue
Total Expenses9395085TotalExpenses
Excess Or Deficit For Year470196ExcessOrDeficitForYear
Net Unrealized GL On Investments-1684NetUnrealizedGLOnInvestments
Total Adjustments-1684TotalAdjustments
Excess Or Deficit Per FS468512ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt9274373TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-1684NetUnrealizedGainsInvestments
Other Revenues-613123OtherRevenues
Revenue Not Rptd F990-614807RevenueNotRptdF990
Revenue Subtotal9889180RevenueSubtotal
Other Revenues Not Included-23899OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-23899RevenueNotRptdOnFinStmt
Total Revenue Per Form9909865281TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt8669246TotExpensesEtcAuditedFinclStmt
Other Expenses Included-725839OtherExpensesIncluded
Expenses Not Rptd F990-725839ExpensesNotRptdF990
Expenses Subtotal9395085ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9909395085TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Description of Uncertain Tax Positions Under FIN 48:Part X:Capital Area United Way is a nonprofit corporation which has qualified as such under sections 501(c)(3) and 170(b)(A)(vi) of the Internal Revenue Code and is not subject to federal or state income taxes. Capital Area United Way apply the standards in FASB ASC 740-10 in accounting for uncertainty in income taxes.
Part XII, Line 2d - Other Adjustments:Net donor designations -613,123. Net donor designations payments
Part XII, Line 4b - Other Adjustments:Contributions applicable to previous allocation periods -23,899.
Part XIII, Line 2d - Other Adjustments:Donor designations -673,540. Pension liability adjustment -52,299.
Part XII line 4b and Part XIII line 4b are Donor Designations. Part XI line 4 is unrealized gain from BRAF investment.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1See Attached ScheduleBusinessNameLine1
FieldValueIRS element (for citing)
Amount Of Cash Grant6544200AmountOfCashGrant
Purpose Of GrantAllocationsPurposeOfGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
ExplanationCapital 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 distrubution, however there are agreed upon performance standards that must be met for continued eligiblity.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonKaren ProfitaNamePerson
Base Compensation Filing Org195677BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org34827DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org230504TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Bob Jacobs
Board memberBob Jacobs, YMCA of the Capital Ares, is the Partner Agency Representative on 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 memberCapital 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
Stephen Lousteau
Board memberCapital Area United Way holds a Certificate of Deposit with the Capital One Bank, of which Stephen Lousteau is the Baton Rouge Market President. The Certificate of Deposit, in the amount of $101,301, was purchased under normal terms and conditions extended to all customers.0
Les Gatz
Board memberCapital 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

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Method Of Determining Revenuesvalue on transfer dateMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionAdvertisingDescription
Number Of Contributions9NumberOfContributions
Noncash Contribs Rptd F99089368NoncashContribsRptdF990
Method Of Determining Revenuesfair value on received dateMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
Form 990, Part VI, Section A, line 7aBob Jacobs, Agency Board Representatives, is elected by the agencies.
Form 990, Part VI, Section B, line 11The finance committee reviews the tax return and presents the return to the full board for review.
Form 990, Part VI, Section B, line 12cIndividuals 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 15aAs 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 19Governance 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 5:Net unrealized losses on investments: -1,684.Changes in Net Assets or Fund Balances:
Part XI, Line 12: Advertising and promotions consists of $89,368 in-kind media support. The remaining balance of $38,702 is event sponsorship underwritten by corporation to ensure that Capital Area United Way incurred minimal out-of-pocket costs. These donations are also included in contributions revenue. Part VIII, Line 12 and Part IX, Line 25: Capital Area United Way computes its fundraising and management and general expense ratio as recommended in "Functional Expenses and Overhead Reporting Standards for United Way (Revised in 2004)". These standards adopt the use of the net campaign results method in addition to obtaining data from Form 990 to calculate overhead, The numerator includes fundraising and management and general expenses as well as "payments to affiliates." The IRS has determined that the nature of the relationship between United Way of America and the local United Way of America constitute payments to affiliates. Fundraising costs include marketing and communication expenses. Under the standard, fund distribution (community investment) expenses are considered program expenses and are not included in the ratio. Numerator: Management and general, Part IX, Line 25 + Fundraising, Part IX, Line 25 Denominator: Total campaign and all other revenue sources, Part VIII, Line 12 Numerator: $921,779 + $964,544 Denominator: $9,786,333 Overhead ratio: 19.28% Components of overhead ratio WITHOUT donated goods and services Numerator: $921,779 + $836,474 Denominator: $9,658,263 Overhead ratio: 18.20%

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Volunteer UnitedBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 Laurel StreetAddressLine1
CityBaton RougeCity
StateLAState
ZIP Code70802ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesIs dedicated to helping people deliver creative solutions to the communityPrimaryActivities
Legal Domicile StateLALegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Capital Area United WayBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
VolunteersUnited
D173429
VolunteersUnited
N152344