Capital Area United Way
Nonprofit profile at a glance
- EIN
- 720447100
- IRS 990 coverage
- 2011–2024
- Forms available
- Form 990 2024
- Location
- Baton Rouge, LA, USA
- Phone
- 2253832643
- Rating
- 72
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Federated Giving Programs
Reported finances
- Revenue
- $6,167,600
- Expenses
- $6,151,410
- Assets
- $13,259,004
- Liabilities
- $495,462
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
27 people listed
Executive titles in this filing
- GEORGE BELL (PRESIDENT/CEO)
Highest reported compensation
- GEORGE BELL (PRESIDENT/CEO): $285,754 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To improve lives by leveraging partnerships in our community to advance the common good through education access, economic mobility, and healthy living.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Donor-supported. 93% of the money available for current operations came from contributions and gifts.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 41% for direct work, and 59% for grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 73
- Accountability: 93
- Sustainability: 51
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 75.5%; rating input score 76
- Program expense ratio: 74.7%; rating input score 75
- Fundraising efficiency: $8.21 raised per $1 spent on fundraising; rating input score 31; 31st percentile among comparable filings
Transparency & Controls
- Consistency checks: 88.2%; rating input score 88; 2nd percentile among comparable filings
- Pay-setting controls: 1 of 6 controls in place; rating input score 17
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 94.3%; rating input score 94; 29th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 96.3%; rating input score 96; 26th percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 0.3%; rating input score 35; 35th percentile among comparable filings
- Total-asset coverage ratio: 2.16; rating input score 64; 64th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 74; 74th percentile among comparable filings
- Officer compensation ratio: 4.6%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -2.9% per year; rating input score 0; 7th percentile among comparable filings
- Revenue growth: -3.2% per year; rating input score 0; 5th percentile among comparable filings
- Asset growth: 1.5% per year; rating input score 100; 18th percentile among comparable filings
Details
- Where the money goes: 75.5% of revenue deployed · 74.7% of spending went to programs
- Governance: 26 of 27 board members independent · 7 of 8 filing controls reported
- Programs: 2 filed program accomplishments · $4.6M in reported program spending
- Leadership: top reported pay $286K · 27 people listed · 1 of 6 pay-setting controls reported
- Consistency: 30 of 32 current checks pass · 2 findings to review
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 14 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 48 filed money-flow records
- Related organizations: 47 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 31/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 35/100.
- Review — Accountability: Governance controls: Audit committee oversight not reported.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Review — Sustainability: Officer compensation ratio scored 56/100.