2024-04-08T09:52:02-05:00 2023-06-30 720999988 FAULK & WINKLER LLC 6811 JEFFERSON HIGHWAY BATON ROUGE LA 70806 990 2022-07-01 720447100 CAPITAL AREA UNITED WAY CAPI 2253832643 700 LAUREL ST BATON ROUGE LA 70802 GEORGE BELL PRESIDENT 2253832643 2024-04-08 1 GEORGE BELL 999009999 0 JEREMY KLIBERT P00852016 2259276811 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEORGE BELL 700 LAUREL ST BATON ROUGE LA 70802 5309380 0 X WWW.CAUW.ORG X 1955 LA HELPING PEOPLE - IMPROVING COMMUNITIES 27 26 29 3088 0 0 6832509 5071970 0 0 159749 221547 -26675 -21898 6965583 5271619 4992534 3622400 0 0 1439859 1700957 0 0 687672 1341193 1340944 7773586 6664301 -808003 -1392682 14566817 13044593 422933 412703 14143884 12631890 HELPING PEOPLE - IMPROVING COMMUNITIES 0 0 4908225 3622400 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. 274200 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. 5182425 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 29 1 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 AMANDA STOUT PAST BOARD CHAIR/GOVERNANC 1.00 X X 0 0 0 MICHELLE HARDY BOARD CHAIR 1.00 X X 0 0 0 JOSEPH BRITT SECRETARY 1.00 X X 0 0 0 GLENDA MINOR TREASURER 1.00 X X 0 0 0 GEORGE BELL PRESIDENT/CEO 40.00 X X 207600 0 66331 DAVE LUECKE BOARD CHAIR ELECT 1.00 X 0 0 0 JOLEN STEIN COMMUNICATIONS & MARKETING 1.00 X 0 0 0 GAINES FOSTER BOARD MEMBER 1.00 X 0 0 0 ERIC DEXTER COMMUNITY IMPACT CHAIR ELE 1.00 X 0 0 0 ERIC THOMAS BOARD MEMBER 1.00 X 0 0 0 CALVIN HART BOARD MEMBER 1.00 X 0 0 0 VIRGINIA BELL BOARD MEMBER 1.00 X 0 0 0 JAYSON W NEWELL BOARD MEMBER 1.00 X 0 0 0 GLYNNA MAYERS BOARD MEMBER 1.00 X 0 0 0 WINSHIP SONGY BOARD MEMBER 1.00 X 0 0 0 DAI NGUYEN BOARD MEMBER 1.00 X 0 0 0 MICHAEL ACALDO BOARD MEMBER 1.00 X 0 0 0 JACKIE MCCREARY RESOURCE DEVELOPMENT CO-CHAIR 1.00 X 0 0 0 ALDO RUSSO BOARD MEMBER 1.00 X 0 0 0 JOHN EVERETT BOARD MEMBER 1.00 X 0 0 0 CLAY YOUNG BOARD MEMBER 1.00 X 0 0 0 CHERI AUSBERRY BOARD MEMBER 1.00 X 0 0 0 NICK SPEYRER BOARD MEMBER 1.00 X 0 0 0 SCOTT HUFFSTETLER BOARD MEMBER 1.00 X 0 0 0 TINA W SCHAFFER BOARD MEMBER 1.00 X 0 0 0 ROBERT HARRISON BOARD MEMBER 1.00 X 0 0 0 CHARLENE MONTELARO RESOURCE DEVELOPMENT CO-CHAIR 1.00 X 0 0 0 JAN ROSS COMMUNITY IMPACT CHAIR ELECT 1.00 X 0 0 0 PAULA SHEPHERD BOARD CHAIR 1.00 X 0 0 0 207600 0 66331 1 0 1 0 0 5071970 5071970 221547 221547 15863 37761 -21898 -21898 5271619 0 0 199649 3622400 3622400 273931 149371 62280 62280 1098878 466890 315994 315994 91278 91278 143208 113274 29934 93662 37465 32782 23415 79393 39156 30197 10040 19147 19147 274200 274200 185459 3238 76071 106150 194509 52517 93170 48822 24101 10122 1446 12533 17179 5325 6013 5841 CAMPAIGN SUPPLIES AND E 267881 212902 9163 45816 EQUIPMENT RENTAL AND RE 139607 58946 53814 26847 UNITED WAY OF AMERICA D 139468 139468 6664301 5182425 794204 687672 1923353 1160835 8764316 8446555 2690946 2253992 23460 35082 884794 841401 60572 43393 1104170 1104736 14566817 13044593 422933 412703 422933 412703 X 8567710 7549409 5576174 5082481 14143884 12631890 14566817 13044593 -1392682 -119312 0 X 0 1 X 0 0 X 8996651 6277599 10243981 6985350 5071970 37575551 8996651 6277599 10243981 6985350 5071970 37575551 37575551 135042 55172 72403 227993 221547 712157 38287708 0.98140 0.98680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 471172 -28027 499199 490115 -18943 471172 406101 84014 490115 400336 5765 406101 376514 23822 400336 1.00000 0 0 283631 253529 30102 601163 587872 13291 43393 CERTIFICATES OF DEPOSIT 1104736 C 1104736 X 4853638 -435001 17020 -417981 5271619 0 5271619 6673518 17020 -7803 9217 6664301 0 6664301 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, 2022, 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 XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECORDED IN REVENUE SECTION OF 990 -7,803. 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THE CERTIFICATE OF DEPOSIT WAS PURCHASED UNDER NORMAL TERMS AND CONIDITIONS EXTENDED TO ALL CUSTOMERS. 0 ROBERT HARRISON BOARD MEMBER 15000 ROBERT HARRISON IS THE DIRECTOR OF DEVELOPMENT WITH THE SOUTHERN UNIVERSITY SYSTEM FOUNDATION AND ALSO A BOARD MEMBER OF CAPITAL AREA UNITED WAY. 0 FORM 990, PART VI, SECTION A, LINE 7A MELISSA SILVA, 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.