2026-02-02T08:03:11-06:00 2025-06-30 720999988 FAULK & WINKLER LLC 6811 JEFFERSON HIGHWAY BATON ROUGE LA 70806 990 2024-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL ST BATON ROUGE LA 70802 GEORGE BELL PRESIDENT 2253832643 2026-01-22 1 0 JEREMY KLIBERT P00852016 2259276811 X 2024 2025-03-06 01:10:19Z GEORGE BELL 700 LAUREL ST BATON ROUGE LA 70802 6216496 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE - IMPROVING COMMUNITIES 27 26 27 378 0 0 5558171 5911803 0 0 127971 275723 -18981 -19926 5667161 6167600 3160159 2708363 0 0 1743717 1814331 0 0 719879 1392849 1628716 6296725 6151410 -629564 16190 12807776 13259004 561434 495462 12246342 12763542 TO IMPROVE LIVES BY LEVERAGING PARTNERSHIPS IN OUR COMMUNITY TO ADVANCE THE COMMON GOOD THROUGH EDUCATION ACCESS, ECONOMIC MOBILITY, AND HEALTHY LIVING. 0 0 4428304 2708363 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 75 VOLUNTEERS ASSESS AGENCIES THROUGHOUT THE YEAR TO ENSURE THAT COMMUNITY DOLLARS ARE WELL INVESTED TO MAKE THE GREATEST IMPACT. 165073 UNITED WAY 2-1-1 IS AN INFORMATION AND REFERRAL TELEPHONE SERVICE THAT HELPS INDIVIDUALS LOCATE NEEDED SERVICES SUCH AS OPEN SHELTER OR A 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. 4593377 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 27 0 0 0 0 0 0 1 1 0 0 0 0 X 27 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 ST BATON ROUGE LA 70802 CALVIN HART BOARD MEMBER 1.00 X 0 0 0 CHUCK SPICER BOARD MEMBER 1.00 X 0 0 0 CLAY YOUNG BOARD MEMBER 1.00 X 0 0 0 DAI NGUYEN BOARD MEMBER 1.00 X 0 0 0 DAVID KNEIPP BOARD MEMBER 1.00 X 0 0 0 DENNIS J SHIELDS BOARD MEMBER 1.00 X 0 0 0 ERIC DEXTER BOARD MEMBER 1.00 X 0 0 0 GLYNNA MAYERS BOARD MEMBER 1.00 X 0 0 0 JACKIE MCCREARY BOARD MEMBER 1.00 X 0 0 0 JAYSON W NEWELL BOARD MEMBER 1.00 X 0 0 0 JOANIE MONTELARO BOARD MEMBER 1.00 X 0 0 0 JOLEN STEIN BOARD MEMBER 1.00 X 0 0 0 KAREN SMITH BOARD MEMBER 1.00 X 0 0 0 NICK SPEYRER BOARD MEMBER 1.00 X 0 0 0 PAULA SHEPHERD BOARD MEMBER 1.00 X 0 0 0 SCOTT HUFFSTETLER BOARD MEMBER 1.00 X 0 0 0 VIRGINIA BELL BOARD MEMBER 1.00 X 0 0 0 GEORGE BELL PRESIDENT/CEO 40.00 X 213831 0 71923 CHARLENE MONTELARO BOARD CHAIR 1.00 X 0 0 0 CHERI M AUSBERRY MBA BOARD CHAIR ELECT 1.00 X 0 0 0 GLENDA MINOR SECRETARY 1.00 X 0 0 0 WINSHIP SONGY TREASURER 1.00 X 0 0 0 ERIC THOMAS COMMUNICATIONS & MARKETING 1.00 X 0 0 0 JAN ROSS COMMUNITY IMPACT CHAIR 1.00 X 0 0 0 ALDO RUSSO MD COMMUNITY IMPACT CHAIR ELE 1.00 X 0 0 0 BLAKE FOWLER RD CHAIR ELECT 1.00 X 0 0 0 DAVE LUECKE RD CHAIR/PAST BOARD CHAIR 1.00 X 0 0 0 213831 0 71923 1 0 1 0 0 209050 132741 5570012 5911803 288335 288335 12612 -12612 -12612 -12612 16358 209050 36284 -19926 -19926 6167600 0 0 255797 2708363 2708363 269130 107652 80739 80739 1174341 676822 240105 257414 112772 53057 42657 17058 157438 77971 63879 15588 100650 39233 32203 29214 111800 60508 27997 23295 54639 54639 286312 230689 30361 25262 100021 13675 77863 8483 244468 52343 131829 60296 24044 12296 4176 7572 13232 1474 6770 4988 13061 13061 CAMPAIGN SUPPLIES AND E 494674 348166 15340 131168 EQUIPMENT RENTAL AND RE 156478 50939 61349 44190 UNITED WAY OF AMERICA D 103493 103493 DUES AND SUBSCRIPTIONS 26494 2057 9825 14612 6151410 4593377 838154 719879 1602570 1476029 8275937 9375460 2474662 2202124 27634 181519 76068 52196 28015 23872 398958 12807776 13259004 561434 495462 561434 495462 X 6548458 7364612 5697884 5398930 12246342 12763542 12807776 13259004 16190 501010 0 X 0 1 X 0 0 X 10243981 6985350 5071970 5558171 5795420 33654892 10243981 6985350 5071970 5558171 5795420 33654892 2966431 30688461 72403 227993 221547 127971 288335 938249 34593141 0.88710 0.97980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 558782 50564 609346 499199 59583 558782 471172 -28027 499199 490115 -18943 471172 406101 84014 490115 0 0 27022 21197 5825 49046 30999 18047 23872 X 6512564 501010 15372 516382 5996182 54639 116779 171418 6167600 5982752 15372 36284 51656 5931096 54639 165675 220314 6151410 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, 2025, 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 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 165,675. FUNDRAISER EXPENSES -36,284. LOSSES ON DISPOSAL OF ASSETS -12,612. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES 36,284. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 165,675. X 0 JAMBALAYA JAM 225408 209050 16358 36284 225408 209050 16358 36284 36284 -19926 0 ADULT LITERACY ADVOCATES OF GBR 460 N 11TH ST BATON ROUGE LA 70802 231010529 501C3 40000 0 ALLOCATION AMI KIDS 5555 BEECHWOOD DRIVE BATON ROUGE LA 70805 581712853 501C3 40000 0 ALLOCATION BATON ROUGE CHILDREN'S ADVOCACY CENTER 626 EAST BLVD BATON ROUGE LA 70802 260028918 501C3 38981 0 ALLOCATION BATON ROUGE YOUTH COALITION (BRYC) 460 B 11TH STREET BATON ROUGE LA 70802 262477597 501C3 50000 0 ALLOCATION BOYS AND GIRLS CLUBS OF METRO LOUISIANA 8281 GOODWOOD BLVD SUITE A BATON ROUGE LA 70806 720928014 501C3 52000 0 ALLOCATION CANCER ASSOCIATION OF GREARTER NEW ORLEANS 824 ELMWOOD PARK BLVD SUITE 154 NEW ORLEANS LA 70123 720517802 501C3 18750 0 ALLOCATION CANCER SERVICES 4950 ESSEN LANE BATON ROUGE LA 70808 824227871 501C3 15000 0 ALLOCATION CAPITAL AREA FAMILY JUSTICE CENTER 1120 GOVERNMENT ST BUILDING C BATON ROUGE LA 70802 834197348 501C3 17250 0 ALLOCATION CAPITAL AREA FAMILY VIOLENCE INTERVENTION 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471391639 501C3 37500 0 ALLOCATION GOODWILL INDUSTRIES OF SELA 3400 TULANE AVENUE SUITE 1000 NEW ORLEANS LA 70119 720546906 501C3 100000 0 ALLOCATION GRANDPARENTS RAISING GRANDCHILDREN INFORMATION CENTER OF LA PO BOX 15275 BATON ROUGE LA 70815 421589914 501C3 25000 0 ALLOCATION GREATER BATON ROUGE FOOD BANK PO BOX 45830 BATON ROUGE LA 70895 721065318 501C3 39600 0 ALLOCATION HABITAT FOR HUMANITY OF GBR 5500 FLORIDA BLVD BATON ROUGE LA 70806 721141747 501C3 15000 0 ALLOCATION HOPE MINISTRIES OF BATON ROUGE 4643 WINBOURNE AVENUE BATON ROUGE LA 70805 721245521 501C3 162500 0 ALLOCATION HOPE MINISTRY OF POINTE COUPEE PO BOX 45 NEW ROADS LA 70760 721350536 501C3 18692 0 ALLOCATION HUMANITIES AMPED PO BOX 64653 BATON ROUGE LA 70896 824794136 501C3 100000 0 ALLOCATION INTERFAITH FEDERATION 3112 CONVENTION STREET BATON ROUGE LA 70806 721072489 501C3 25000 0 ALLOCATION KIDS ORCHESTRA INC 619 JEFFERSON HWY SUITE 1A BATON ROUGE LA 70806 274098793 501C3 70000 0 ALLOCATION LINE 4 LINE 449 NORTH ACADIAN THWY BATON ROUGE LA 70806 814426216 501C3 12750 0 ALLOCATION LOUISIANA ORGANIZATION FOR REFUGEES AND IMMIGRANTS 1120 GOVERNMENT ST STE I BATON ROUGE LA 70802 823005401 501C3 25000 0 ALLOCATION MIGHTY MOMS 1113 S RANGE AVE STE 110-194 BATON ROUGE LA 70726 900711956 501C3 25000 0 ALLOCATION MISSION HEART INC 9655 PERKINS ROAD SUITE C-13 BATON ROUGE LA 70810 383697976 501C3 50000 0 ALLOCATION O'BRIEN HOUSE 446 NORTH 12TH STREET BATON ROUGE LA 70802 720702820 501C3 109000 0 ALLOCATION ONE TOUCH MINISTRY INC 1717 DALLAS DRIVE BATON ROUGE LA 70806 810659125 501C3 10000 0 ALLOCATION OPENING DOORS 230 RENEE DRIVE BATON ROUGE LA 70810 383645358 501C3 50000 0 ALLOCATION POINTE COUPEE EARLY CHILDHOOD COALITION PO BOX 578 NEW ROADS LA 70760 202855213 501C3 50000 0 ALLOCATION SALVATION ARMY OF GREATER BATON ROUGE 7361 AIRLINE HIGHWAY BATON ROUGE LA 70805 580660607 501C3 37500 0 ALLOCATION SEXUAL TRAUMA AWARENESS AND RESPONSE CENTER 5615 CORPORATE BLVD SUITE 200 BATON ROUGE LA 70808 453088168 501C3 77500 0 ALLOCATION SOUTHEAST LOUISIANA LEGAL SERVICES 715 ST FERDINAND STREET BATON ROUGE LA 70802 720877422 501C3 50000 0 ALLOCATION ST VINCENT DE PAUL PO BOX 127 BATON ROUGE LA 70821 364582338 501C3 50000 0 ALLOCATION THE EMERGE CENTER 7784 INNOVATION PARK DR BATON ROUGE LA 70820 455434705 501C3 150000 0 ALLOCATION THE LIFE OF A SINGLE MOM 12015 JUSTICE AVE BATON ROUGE LA 70816 453478448 501C3 25000 0 ALLOCATION THE SAFETY PLACE 2041 SILVERSIDE DRIVE BATON ROUGE LA 70808 274504881 501C3 37500 0 ALLOCATION THE WALLS PROJECT 458 AMERICA ST NO D BATON ROUGE LA 70802 455485171 501C3 25000 0 ALLOCATION URBAN RESTORATION ENHANCEMENT CORPORATION 7732 GOODWOOD BLVD SUITE 204 BATON ROUGE LA 70806 721223347 501C3 75000 0 ALLOCATION VOLUNTEERS OF AMERICA SOUTH CENTRAL LOUISIANA INC 7389 FLORIDA BLVD SUITE 101A BATON ROUGE LA 70806 721020853 501C3 100000 0 ALLOCATION YMCA GREATER BATON ROUGE 11404 LAKE SHERWOOD AVE N SUITE B BATON ROUGE LA 70816 720650993 501C3 150000 0 ALLOCATION YMCA OF THE CAPITAL AREA 11404 LAKE SHERWOOD AVENUE N SUITE BATON ROUGE LA 70816 720650993 501C3 22500 0 ALLOCATION 47 0 0 0 0 0 0 0 0 0 0 GEORGE BELL PRESIDENT/CEO 198831 0 15000 0 0 0 40300 0 31623 0 285754 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A MICHAEL ACALDO, 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.