Capital Area United Way
- Assets
- $14.6m
- Revenue
- $7.0m
- Investments
- $1.1m
- Employees
- 21
- Location
- Baton Rouge, LA
- Founding
- 06/1955
- Data as of
- 06/2022
- EIN
- 72-0447100
Organization Overview
Capital Area United Way is located in Baton Rouge, LA. The organization was established in 1955. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2022, Capital Area United Way employed 21 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Capital Area United Way is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Capital Area United Way generated $7.0m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.7%) each year. All expenses for the organization totaled $7.8m during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Capital Area United Way has awarded 541 individual grants totaling $41,660,490. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
HELPING PEOPLE - IMPROVING COMMUNITIES
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
George Bell President/ceo | OfficerTrustee | 60 | $184,594 |
Amanda Stout Board Chair | OfficerTrustee | 1 | $0 |
Michelle Hardy Board Chair Elect | OfficerTrustee | 1 | $0 |
Joseph Britt Secretary | OfficerTrustee | 1 | $0 |
Glenda Minor Treasurer/finance Commt. | OfficerTrustee | 1 | $0 |
Dave Luecke Resource Development Chair | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $55,000 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $6,777,509 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $6,832,509 |
| Total Program Service Revenue | $0 |
| Investment income | $159,749 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$26,675 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,965,583 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $4,992,534 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $203,613 |
| Compensation of current officers, directors, key employees. | $55,378 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $830,013 |
| Pension plan accruals and contributions | $6,276 |
| Other employee benefits | $318,375 |
| Payroll taxes | $81,582 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $64,845 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $13,272 |
| Fees for services: Other | $290,617 |
| Advertising and promotion | $0 |
| Office expenses | $106,660 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $196,632 |
| Travel | $13,196 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $17,458 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $7,773,586 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,923,353 |
| Savings and temporary cash investments | $8,764,316 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,690,946 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $23,460 |
| Net Land, buildings, and equipment | $60,572 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $1,104,170 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $14,566,817 |
| Accounts payable and accrued expenses | $422,933 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $422,933 |
| Net assets without donor restrictions | $8,567,710 |
| Net assets with donor restrictions | $5,576,174 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $14,566,817 |
Grants Awarded
Over the last fiscal year, Capital Area United Way has awarded $4,878,501 in support to 66 organizations.
| Grant Recipient | Amount |
|---|---|
Convent, LA PURPOSE: ALLOCATION | $585,750 |
Baton Rouge, LA PURPOSE: ALLOCATION | $395,000 |
Baton Rouge, LA PURPOSE: ALLOCATION | $215,000 |
Baton Rouge, LA PURPOSE: ALLOCATION | $214,000 |
ROYAL BUYING GROUP PURPOSE: ALLOCATION | $181,412 |
Baton Rouge, LA PURPOSE: ALLOCATION | $165,000 |
Grants Recieved
Over the last fiscal year, we have identified 17 grants that Capital Area United Way has recieved totaling $1,241,110.
| Awarding Organization | Amount |
|---|---|
Baton Rouge Area Foundation Baton Rouge, LA PURPOSE: GENERAL SUPPORT, SUPPORT OF WOMEN UNITED AND 225 GIVES CAMPAIGN | $576,916 |
Dow Company Foundation Bay City, MI PURPOSE: COMMUNITY WELLBEING | $165,000 |
Mosaic Company Foundation Tampa, FL PURPOSE: HURRICANE IDA DISASTER RELIEF | $100,000 |
Exxonmobil Foundation Spring, TX PURPOSE: FOUNDATION GIFT | $100,000 |
Shell Oil Company Foundation Houston, TX PURPOSE: MEF | $80,826 |
Blue Cross And Blue Shield Of Louisiana Foundation Baton Rouge, LA PURPOSE: HURRICANE IDA RELIEF & RECOVERY | $50,000 |
Endowment Analysis
| Beg. Balance | $490,115 |
| Earnings | -$18,943 |
| Ending Balance | $471,172 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Circle Of Life Springdale, AR | $23,639,439 | $20,357,791 |
Valero Energy Foundation San Antonio, TX | $27,234,889 | $9,027,256 |
Jewish Federation Of Greater Houston Houston, TX | $13,164,896 | $16,157,692 |
United Way Of Southeast Louisiana New Orleans, LA | $29,969,457 | $17,838,416 |
Jewish Federation Of Greater Dallas Dallas, TX | $18,027,508 | $11,762,815 |
Shalom Austin Austin, TX | $8,435,174 | $13,067,909 |
Capital Area United Way Baton Rouge, LA | $14,566,817 | $6,965,583 |
Jewish Endowment Foundation Metairie, LA | $92,360,141 | $9,096,206 |
United Way Of El Paso County El Paso, TX | $7,999,389 | $6,622,179 |
United Way Of The Coastal Bend Inc Corpus Christi, TX | $7,813,987 | $6,731,389 |
Lubbock Area United Way Inc Lubbock, TX | $12,407,025 | $5,587,125 |
Mission East Dallas And Metroplex Mesquite, TX | $875,889 | $4,349,621 |