Totals
- Total revenue
- $6,167,600
- Total expenses
- $6,151,410
- Contributions and grants received
- $5,911,803
- Grants paid
- $2,708,363
- Program service revenue
- $0
- Investment income
- $275,723
- Other revenue
- -$19,926
- Total assets, end of year
- $13,259,004
- Total liabilities, end of year
- $495,462
- Net assets or fund balances, end of year
- $12,763,542
- Program services expenses (Part IX)
- $4,593,377
- Management and general expenses
- $838,154
- Fundraising expenses
- $719,879
- Program service expenses (Part III)
- $4,593,377
Program services were 74.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$209,050
-
1e · Government grants (contributions)
$132,741
-
1f · All other contributions, gifts and grants
$5,570,012
-
3 · Investment income
total $288,335 · excluded $288,335
-
7b · Less cost or other basis and sales expenses
other assets $12,612
-
7c · Gain or loss
other assets -$12,612
-
7d · Net gain or loss
total -$12,612 · excluded -$12,612
-
8a · Fundraising events: gross income
$16,358
-
8a · Fundraising events: contributions included on line 1c
$209,050
-
8b · Fundraising events: direct expenses
$36,284
-
8c · Net income from fundraising events
total -$19,926 · excluded -$19,926
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,708,363 · program services $2,708,363
-
5 · Compensation of officers, directors and key employees
total $269,130 · program services $107,652 · management and general $80,739 · fundraising $80,739
-
7 · Other salaries and wages
total $1,174,341 · program services $676,822 · management and general $240,105 · fundraising $257,414
-
8 · Pension plan contributions
total $112,772 · program services $53,057 · management and general $42,657 · fundraising $17,058
-
9 · Other employee benefits
total $157,438 · program services $77,971 · management and general $63,879 · fundraising $15,588
-
10 · Payroll taxes
total $100,650 · program services $39,233 · management and general $32,203 · fundraising $29,214
-
11c · Fees: accounting
total $111,800 · program services $60,508 · management and general $27,997 · fundraising $23,295
-
11f · Fees: investment management
total $54,639 · program services $54,639
-
11g · Fees: other
total $286,312 · program services $230,689 · management and general $30,361 · fundraising $25,262
-
13 · Office expenses
total $100,021 · program services $13,675 · management and general $77,863 · fundraising $8,483
-
16 · Occupancy
total $244,468 · program services $52,343 · management and general $131,829 · fundraising $60,296
-
17 · Travel
total $24,044 · program services $12,296 · management and general $4,176 · fundraising $7,572
-
19 · Conferences, conventions and meetings
total $13,232 · program services $1,474 · management and general $6,770 · fundraising $4,988
-
22 · Depreciation, depletion and amortization
total $13,061 · management and general $13,061
-
24a · Other expenses: CAMPAIGN SUPPLIES AND E
total $494,674 · program services $348,166 · management and general $15,340 · fundraising $131,168
-
24b · Other expenses: EQUIPMENT RENTAL AND RE
total $156,478 · program services $50,939 · management and general $61,349 · fundraising $44,190
-
24c · Other expenses: UNITED WAY OF AMERICA D
total $103,493 · program services $103,493
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $26,494 · program services $2,057 · management and general $9,825 · fundraising $14,612
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,602,570 · end of year $1,476,029
-
2 · Savings and temporary cash investments
beginning of year $8,275,937 · end of year $9,375,460
-
4 · Accounts receivable
beginning of year $2,474,662 · end of year $2,202,124
-
9 · Prepaid expenses and deferred charges
beginning of year $27,634 · end of year $181,519
-
10a · Land, buildings and equipment: cost or other basis
$76,068
-
10b · Land, buildings and equipment: accumulated depreciation
$52,196
-
10c · Land, buildings and equipment, net
beginning of year $28,015 · end of year $23,872
-
12 · Investments: other securities
beginning of year $398,958
-
17 · Accounts payable and accrued expenses
beginning of year $561,434 · end of year $495,462
-
27 · Net assets without donor restrictions
beginning of year $6,548,458 · end of year $7,364,612
-
28 · Net assets with donor restrictions
beginning of year $5,697,884 · end of year $5,398,930
Mission and programs · 2024
Mission
TO IMPROVE LIVES BY LEVERAGING PARTNERSHIPS IN OUR COMMUNITY TO ADVANCE THE COMMON GOOD THROUGH EDUCATION ACCESS, ECONOMIC MOBILITY, AND HEALTHY LIVING.
Activities or mission (Part I)
HELPING PEOPLE - IMPROVING COMMUNITIES
-
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.
Expenses $4,428,304 · Grants $2,708,363
-
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.
Expenses $165,073
As filed on the 2024 return.
Listed in Part VII
-
Calvin HartCALVIN HART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chuck SpicerCHUCK SPICER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clay YoungCLAY YOUNG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dai NguyenDAI NGUYEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David KneippDAVID KNEIPP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dennis J ShieldsDENNIS J SHIELDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric DexterERIC DEXTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Glynna MayersGLYNNA MAYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jackie McCrearyJACKIE MCCREARY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jayson W NewellJAYSON W NEWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joanie MontelaroJOANIE MONTELARO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jolen SteinJOLEN STEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen SmithKAREN SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nick SpeyrerNICK SPEYRER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paula ShepherdPAULA SHEPHERD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott HuffstetlerSCOTT HUFFSTETLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Virginia BellVIRGINIA BELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
George BellGEORGE BELL
PRESIDENT/CEO
- Total calculated
- $285,754
- From this org
- $213,831
- From related orgs
- $0
- Other
- $71,923
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $198,831
- Bonus
- $15,000
- Other
- $0
- Deferred
- $40,300
- Nontaxable benefits
- $31,623
- Filer's total
- $285,754
-
Charlene MontelaroCHARLENE MONTELARO
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Cheri M Ausberry MBACHERI M AUSBERRY MBA
BOARD CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Glenda MinorGLENDA MINOR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Winship SongyWINSHIP SONGY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Eric ThomasERIC THOMAS
COMMUNICATIONS & MARKETING
- Total calculated
- $0
- Hours/week
- 1
-
Jan RossJAN ROSS
COMMUNITY IMPACT CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Aldo Russo MDALDO RUSSO MD
COMMUNITY IMPACT CHAIR ELE
- Total calculated
- $0
- Hours/week
- 1
-
Blake FowlerBLAKE FOWLER
RD CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Dave LueckeDAVE LUECKE
RD CHAIR/PAST BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
HOPE MINISTRIES OF BATON ROUGE
$162,500
ALLOCATION
-
$150,000
ALLOCATION
-
$150,000
ALLOCATION
-
ALLOCATION
-
$109,000
ALLOCATION
-
$100,000
ALLOCATION
-
$100,000
ALLOCATION
-
ALLOCATION
-
$100,000
ALLOCATION
-
ALLOCATION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 22 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202620339349300617
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.