Nonprofit · EIN 72-0447100
CAPITAL AREA UNITED WAY
Tax-exempt · BATON ROUGE, LA 70802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,167,600 | $6,151,410 | $16,190 | $13,259,004 | $495,462 | $12,763,542 |
| June 30, 2024 | 990 | $5,667,161 | $6,296,725 | -$629,564 | $12,807,776 | $561,434 | $12,246,342 |
| June 30, 2023 | 990 | $5,271,619 | $6,664,301 | -$1,392,682 | $13,044,593 | $412,703 | $12,631,890 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,911,803
- of which government grants
- $132,741
- Program service revenue
- $0
- Investment income
- $275,723
- Net gain from sales of assets
- -$12,612
- Net income from fundraising events
- -$19,926
- Other revenue
- -$19,926
Expenses
- Grants and similar amounts paid
- $2,708,363
- Compensation of officers, directors and key employees
- $269,130
- Other salaries and wages
- $1,174,341
- Salaries, compensation and benefits (total)
- $1,814,331
- Professional fundraising fees
- $0
- Accounting fees
- $111,800
- Occupancy
- $244,468
- Travel
- $24,044
- Depreciation
- $13,061
- Program services (functional)
- $4,593,377
- Management and general (functional)
- $838,154
- Fundraising (functional)
- $719,879
Balance sheet and other
- Total assets, start of year
- $12,807,776
- Total assets, end of year
- $13,259,004
- Total liabilities, end of year
- $495,462
- Net assets, end of year
- $12,763,542
- Land, buildings and equipment
- $23,872
- Net assets without donor restrictions
- $7,364,612
- Net assets with donor restrictions
- $5,398,930
- Gross receipts
- $6,216,496
- Employees
- 27
- Volunteers
- 378
- Year formed
- 1955
- State of legal domicile
- LA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGE BELL | PRESIDENT/CEO Officer | 40 | $213,831 | $71,923 |
| CALVIN HART | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHUCK SPICER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLAY YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAI NGUYEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID KNEIPP | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENNIS J SHIELDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC DEXTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GLYNNA MAYERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACKIE MCCREARY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAYSON W NEWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOANIE MONTELARO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOLEN STEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICK SPEYRER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAULA SHEPHERD | BOARD MEMBER Trustee or director | 1 | $0 |
| SCOTT HUFFSTETLER | BOARD MEMBER Trustee or director | 1 | $0 |
| VIRGINIA BELL | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLENE MONTELARO | BOARD CHAIR Officer | 1 | $0 |
| CHERI M AUSBERRY MBA | BOARD CHAIR ELECT Officer | 1 | $0 |
| GLENDA MINOR | SECRETARY Officer | 1 | $0 |
| WINSHIP SONGY | TREASURER Officer | 1 | $0 |
| ERIC THOMAS | COMMUNICATIONS & MARKETING Officer | 1 | $0 |
| JAN ROSS | COMMUNITY IMPACT CHAIR Officer | 1 | $0 |
| ALDO RUSSO MD | COMMUNITY IMPACT CHAIR ELE Officer | 1 | $0 |
| BLAKE FOWLER | RD CHAIR ELECT Officer | 1 | $0 |
| DAVE LUECKE | RD CHAIR/PAST BOARD CHAIR Officer | 1 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGE BELL | PRESIDENT/CEO Officer | 40 | $218,129 | $65,643 |
| WINSHIP SONGY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHERI M AUSBERRY MBA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC THOMAS | COMMUNICATIONS & MARKETING Trustee or director | 1 | $0 | $0 |
| GLYNNA MAYERS | COMMUNICATIONS & MARKETING ELECT Trustee or director | 1 | $0 | $0 |
| JAN ROSS | COMMUNITY IMPACT CHAIR Trustee or director | 1 | $0 | $0 |
| VIRGINIA BELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAYSON W NEWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PAULA SHEPHERD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DONNA SAURAGE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC DEXTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CALVIN HART | BOARD CHAIR Trustee or director | 1 | $0 | $0 |
| CLAY YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN EVERETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACKIE MCCREARY | RESOURCE DEVELOPMENT CHAIR Trustee or director | 1 | $0 | $0 |
| NICK SPEYRER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT HUFFSTETLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHUCK SPICER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOLEN STEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENNIS J SHIELDS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALDO RUSSO MD | COMMUNITY IMPACT CHAIR ELE Trustee or director | 1 | $0 | $0 |
| MICHELLE HARDY | GOVERNANCE COMMITTEE-PAST CHAIR Trustee or director | 1 | $0 | $0 |
| GAINES FOSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAI NGUYEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL ALCALDO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVE LUECKE | BOARD CHAIR Officer | 1 | $0 | $0 |
| CHARLENE MONTELARO | BOARD CHAIR ELECT Officer | 1 | $0 | $0 |
| GLENDA MINOR | TREASURER Officer | 1 | $0 | $0 |
| JOSEPH BRITT | SECRETARY Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGE BELL | PRESIDENT/CEO Trustee or director, Officer | 40 | $207,600 | $66,331 |
| AMANDA STOUT | PAST BOARD CHAIR/GOVERNANC Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE HARDY | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH BRITT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GLENDA MINOR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAVE LUECKE | BOARD CHAIR ELECT Trustee or director | 1 | $0 | $0 |
| JOLEN STEIN | COMMUNICATIONS & MARKETING Trustee or director | 1 | $0 | $0 |
| GAINES FOSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC DEXTER | COMMUNITY IMPACT CHAIR ELE Trustee or director | 1 | $0 | $0 |
| ERIC THOMAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CALVIN HART | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VIRGINIA BELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAYSON W NEWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| GLYNNA MAYERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| WINSHIP SONGY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAI NGUYEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL ACALDO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JACKIE MCCREARY | RESOURCE DEVELOPMENT CO-CHAIR Trustee or director | 1 | $0 | $0 |
| ALDO RUSSO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN EVERETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLAY YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHERI AUSBERRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NICK SPEYRER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT HUFFSTETLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TINA W SCHAFFER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT HARRISON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHARLENE MONTELARO | RESOURCE DEVELOPMENT CO-CHAIR Trustee or director | 1 | $0 | $0 |
| JAN ROSS | COMMUNITY IMPACT CHAIR ELECT Trustee or director | 1 | $0 | $0 |
| PAULA SHEPHERD | BOARD CHAIR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 LAUREL ST, BATON ROUGE, LA 70802-5634
- Principal officer (990 for 2024)
- GEORGE BELL, 700 LAUREL ST, BATON ROUGE, LA 70802
- Signed the 990
- GEORGE BELL, PRESIDENT
- Phone
- (225) 383-2643
- Website
- WWW.CAUW.ORG
- Return prepared by
- FAULK & WINKLER LLC
Mission
TO IMPROVE LIVES BY LEVERAGING PARTNERSHIPS IN OUR COMMUNITY TO ADVANCE THE COMMON GOOD THROUGH EDUCATION ACCESS, ECONOMIC MOBILITY, AND HEALTHY LIVING.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 72-0447100
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $13,259,004
- Income (IRS master file)
- $6,216,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,167,600 | $6,151,410 | $13,259,004 | XML |
| 990 | June 2024 | $5,667,161 | $6,296,725 | $12,807,776 | XML |
| 990 | June 2023 | $5,271,619 | $6,664,301 | $13,044,593 | XML |
| 990 | June 2022 | $6,965,583 | $7,773,586 | $14,566,817 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-0447100).
Questions about CAPITAL AREA UNITED WAY
- What is the EIN of CAPITAL AREA UNITED WAY?
- The employer identification number (EIN) of CAPITAL AREA UNITED WAY is 72-0447100.
- Is CAPITAL AREA UNITED WAY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to CAPITAL AREA UNITED WAY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAPITAL AREA UNITED WAY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAPITAL AREA UNITED WAY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAPITAL AREA UNITED WAY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CAPITAL AREA UNITED WAY?
- The 990 for the year ended June 30, 2025 names GEORGE BELL.
- Who are the officers and directors of CAPITAL AREA UNITED WAY?
- The 990 for the year ended June 30, 2025 lists 27 people; 1 received compensation from the organization, the highest $213,831 (GEORGE BELL, PRESIDENT/CEO).
- How much revenue does CAPITAL AREA UNITED WAY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,167,600, expenses of $6,151,410 and total assets of $13,259,004 at year end.
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All nonprofits in BATON ROUGE · Louisiana · Philanthropy, voluntarism and grantmaking foundations