CAPITAL AREA UNITED WAY

EIN: 720447100 501(c)(3) Philanthropy & Grantmaking

BATON ROUGE, LA

Total Revenue
$6,167,600
Total Expenses
$6,151,410
Total Assets
$13,259,004
Net Assets
$12,763,542
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
LA
Principal Officer
GEORGE BELL
Phone
2253832643
Tax Period
2024-07-01 to 2025-06-30

CAPITAL AREA UNITED WAY, founded in 1955, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.2M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Net assets of $12.8M represent 25 months of operating reserves.

Mission

HELPING PEOPLE - IMPROVING COMMUNITIES

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,911,803
Program Service Revenue $0
Investment Income $275,723
Other Revenue $-19,926
TOTAL REVENUE $6,167,600

Expense Breakdown

Grants Paid $2,708,363
Salaries & Benefits $1,814,331
Fundraising Expenses $719,879
Program Expenses $4,593,377
Other Expenses $1,628,716
TOTAL EXPENSES $6,151,410

Year-over-Year Comparison

2024 2023 Change
Revenue $6,167,600 $5,667,161 +0.1%
Expenses $6,151,410 $6,296,725 0.0%
Net Income $16,190 $-629,564 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
27
Independent Members
26
Employees
27
Volunteers
378

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$285,754
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CALVIN HART BOARD MEMBER 1.00
Director
$0 $0 $0
CHUCK SPICER BOARD MEMBER 1.00
Director
$0 $0 $0
CLAY YOUNG BOARD MEMBER 1.00
Director
$0 $0 $0
DAI NGUYEN BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID KNEIPP BOARD MEMBER 1.00
Director
$0 $0 $0
DENNIS J SHIELDS BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC DEXTER BOARD MEMBER 1.00
Director
$0 $0 $0
GLYNNA MAYERS BOARD MEMBER 1.00
Director
$0 $0 $0
JACKIE MCCREARY BOARD MEMBER 1.00
Director
$0 $0 $0
JAYSON W NEWELL BOARD MEMBER 1.00
Director
$0 $0 $0
JOANIE MONTELARO BOARD MEMBER 1.00
Director
$0 $0 $0
JOLEN STEIN BOARD MEMBER 1.00
Director
$0 $0 $0
KAREN SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
NICK SPEYRER BOARD MEMBER 1.00
Director
$0 $0 $0
PAULA SHEPHERD BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT HUFFSTETLER BOARD MEMBER 1.00
Director
$0 $0 $0
VIRGINIA BELL BOARD MEMBER 1.00
Director
$0 $0 $0
GEORGE BELL PRESIDENT/CEO 40.00
Officer
$213,831 $71,923 $285,754
CHARLENE MONTELARO BOARD CHAIR 1.00
Officer
$0 $0 $0
CHERI M AUSBERRY MBA BOARD CHAIR ELECT 1.00
Officer
$0 $0 $0
GLENDA MINOR SECRETARY 1.00
Officer
$0 $0 $0
WINSHIP SONGY TREASURER 1.00
Officer
$0 $0 $0
ERIC THOMAS COMMUNICATIONS & MARKETING 1.00
Officer
$0 $0 $0
JAN ROSS COMMUNITY IMPACT CHAIR 1.00
Officer
$0 $0 $0
ALDO RUSSO MD COMMUNITY IMPACT CHAIR ELE 1.00
Officer
$0 $0 $0
BLAKE FOWLER RD CHAIR ELECT 1.00
Officer
$0 $0 $0
DAVE LUECKE RD CHAIR/PAST BOARD CHAIR 1.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $6,167,600 $6,151,410 $13,259,004 $16,190
2024 $5,667,161 $6,296,725 $12,807,776 $-629,564
2023 $5,271,619 $6,664,301 $13,044,593 $-1,392,682
2022 $6,965,583 $7,773,586 $14,566,817 $-808,003
2021 $10,270,352 $6,304,270 $16,294,999 $3,966,082
2020 $6,306,212 $5,750,752 $13,011,612 $555,460
2019 $9,085,646 $6,967,787 $12,343,846 $2,117,859
2018 $6,044,352 $8,609,778 $10,586,730 $-2,565,426
Explore More Nonprofits
Top 100 Nonprofits in Louisiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare CAPITAL AREA UNITED WAY with other nonprofits in Louisiana and across the country.