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CHARITY REVIEW
Issued: March 2024 Expires: March 2026

Metro United Way, Inc.

Accredited Charity
Accredited Charity

Meets Standards

Accreditation seal
334 E Broadway
Louisville, KY, 40202-1739

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Metro United Way, Inc. meets the 20 Standards for Charity Accountability.

Stated Purpose:
To improve lives and the community by engaging people to give, advocate, and volunteer.

Year, State Incorporated:
1923, KY

For more than 100 years, Metro United Way has been improving lives and its community, which includes Jefferson, Bullitt, Oldham, and Shelby counties in Kentucky and Clark, Floyd, and Harrison counties in Indiana. It is uniquely positioned to harness the power of donors, volunteers, thought leaders, experts, other nonprofits, and government at all levels to ensure positive, sustainable change for every person in its seven-county region. Now more than ever, it is focused on three priorities: thriving kids, strong households, and an equitable community.

For the year ended April 30, 2023, Metro United Way, Inc.'s program expenses were:

Allocations to Agencies $7,880,378
Program/Community services $7,659,040
Total Program Expenses $15,539,418

Chief Executive
Adria Johnson, President and CEO

Chair of the Board
Ms. Ashley N. Duncan

Chair's Profession / Business Affiliation
Republic Bank

Board Size
28

Paid Staff Size
66

% of Related Contributions on Fundraising: 24.15%

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Metro United Way, Inc.'s audited financial statements for the year ended April 30, 2023.

Source of Funds
Annual campaign $12,671,594
Grants and other revenue $2,423,541
Investment income, net $770,330
Other fees $255,126
Realized and unrealized gains (losses) on investments, net $61,932
Administrative fees for fundraising on behalf of others $32,793
Depreciation of investments held by others $-28,010
Total Income $16,187,306

Programs: 73% Fundraising: 17% Administrative: 9%

Total Income $16,187,306
Total expenses: $21,197,284
  Program expenses $15,539,418
  Fundraising expenses $3,644,776
  Administrative expenses $2,013,090
  Other expenses $0
Income in Excess of Expenses $-5,009,978
Beginning Net Assets $49,274,739
Other Changes In Net Assets $234,252
Ending Net Assets $44,499,013
Total Liabilities $2,909,685
Total Assets $47,408,698
Other changes in net asset include $234,252 in pension related charges.

Ending net assets as reported above include $35,860,966 without donor restrictions and $8,638,047 with donor restrictions.

Total assets as reported above include $1,953,003 in property and equipment, net.

Total income and expenses as reported above includes $42,474 in donor designated contributions. Donor designated contributions are designated by the donor to be given to a specific organization. This amount is netted out from revenue and expense amounts in the audit as generally accepted accounting principles require that these contributions pass through as agency transactions net of administrative charges. The Internal Revenue Service allows donor designated contributions to be included in income and expenses for IRS reporting purposes.

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
BBB serving Greater Kentucky and South Central Indiana