2024-02-06T17:50:35-07:00 2023-04-30 990 2022-05-01 610444680 METRO UNITED WAY INC METR 5025832821 334 East Broadway Louisville KY 40202 Phillip Bond CFO 5025832821 2024-01-31 Phillip Bond 999009999 1 1 11 0 AAL2 2022 2023-04-26 12:10:37Z Adria Johnson 334 East Broadway Louisville KY 40202 19611234 0 X www.metrounitedway.org X 1917 KY Metro United Way's mission is to improve lives and our community by engaging people to give, advocate and volunteer. 28 28 84 5845 0 0 25151453 15095135 21541 248086 514560 770475 85554 39833 25773108 16153529 17851532 7880378 0 0 6303914 6390772 0 0 3644775 5762233 6926134 29917679 21197284 -4144571 -5043755 52656581 47408698 3381842 2909685 49274739 44499013 Metro United Way's mission is to improve lives and our community by engaging people to give, advocate, and volunteer. 0 0 3741829 1701668 0 We continued to raise and distribute immediate crisis funding across our seven counties in response to the COVID pandemic. 3909252 2186477 0 Almost 42,000 people contacted our 2-1-1 helpline seeking emergency assistance and referral for housing, transportation, food, child care, clothing, and other needs. Our United Community platform connects more than 500 social services, government, and health care providers to deliver integrated, holistic care through a shared technology platform. It has served more than 17,000 individuals and made more than 32,000 referrals. 3510120 1424981 200000 We lead a collaboration of more than 100 early care and education organizations that ensure kids enter kindergarten ready to learn. There are more than 140 organizations in our youth success network that we provide grassroots capacity building, mental health support, improved digital access, tutoring hours, and training and professional development. 625315 625315 0 Grants to not-for-profit organizations as a result of donor contributions to the Metro United Campaign that were designated to those organizations. 3752903 1281780 48086 We continued our innovative programming, including: (1) the guaranteed income pilot - YaLift! - that has proven results in other communities. (2) Metro United Way's Racial Wealth Gap simulations and Beyond Buzzwords speaker series on diversity, equity, and inclusion. (3) Investments in Black-led social justice organizations as part of our new Black L.O.V.E. Philanthropic Partnership. (4) Financial training and workforce development efforts in Louisville's lower income neighborhoods. 4378218 1907095 48086 15539419 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 47 0 1 84 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN KY X Phillip Bond 5022926121 334 East Broadway Louisville KY 40202 X Adria Johnson President, CEO, and Board Secretary 50 X 260792 0 20391 David Lopez Chief Development Officer 50 X 133607 0 12158 Phillip Bond Chief Financial Officer 50 X 173735 0 -38541 Benjamin Donlon Chief Analytics Officer 50 X 114941 0 16263 Melody Murphy Chief Brand Officer 50 X 112311 0 16971 Joanna Erny Chief of Staff 50 X 113169 0 14650 Sabeen Nasim Chief Development Officer 50 X 116858 0 9245 Lonnie E Bellar Director 0.5 X 0 0 0 Lisa A Bottorff Director 0.5 X 0 0 0 Patricia Carver Director 0.5 X 0 0 0 Karen M Cost Director 0.5 X 0 0 0 Patrick Coty Director 0.5 X 0 0 0 Ashley N Duncan Board Chair 1 X X 0 0 0 Jose Gaztambide Director 0.5 X 0 0 0 Elaine M Gravatte Director 0.5 X 0 0 0 Keith Hamilton Director 0.5 X 0 0 0 Theo Hamilton Director 0.5 X 0 0 0 Natalie H Harris Director 0.5 X 0 0 0 Kristel Jensen Director 0.5 X 0 0 0 Aimee M Jewell Director 0.5 X 0 0 0 Josh Aaron Kornberg Director 0.5 X 0 0 0 Stephen M Lukinovich Director 0.5 X 0 0 0 Ashwin Netto Netto Director 0.5 X 0 0 0 Kent Oyler Oyler Director 0.5 X 0 0 0 Lauren Wood Peter Director 0.5 X 0 0 0 Crystal Peterson Director 0.5 X 0 0 0 Judith Nell Petty Director 0.5 X 0 0 0 Martin A Pollio Director 0.5 X 0 0 0 Tanelle Sawyer Director 0.5 X 0 0 0 Kelly W Schulz Director 0.5 X 0 0 0 Seema Sheth Director 0.5 X 0 0 0 William D Stout Treasurer 1 X X 0 0 0 Thomas Wallace Director 0.5 X 0 0 0 Kristen M Williams Director 0.5 X 0 0 0 Nicole Yates Director 0.5 X 0 0 0 1025413 0 51137 8 0 1 0 Center for Women & Families 927 South 2nd Street Louisville KY 40203 Operate 211 call center 514910 UPIC Solutions 334 Beechwood Road Fort Mitchell KY 41017 Provide data management services 209706 Nimbus PO Box 43911 Louisville KY 40253 Strategic Marketing Support Services 192799 Torch Enterprises Inc 3225 McLeod Drive Suite 100 Las Vegas NV 89121 Consulting for equity, diversity, and inclusion initiatives 125000 Unite USA Inc PO Box 771470 St Louis MO 63177 Software licenses and support 512300 5 0 0 0 0 2009577 13085558 399470 15095135 Administrative services 541200 32793 32793 0 0 Rental income 531120 15293 15293 0 0 Ohio Valley Educational Cooperative Contract Fees 541610 200000 200000 0 0 0 0 0 0 248086 770330 0 0 770330 0 0 0 0 0 0 0 0 0 0 3457850 0 3457705 0 145 0 145 0 0 145 0 Miscellaneoous 900099 39833 39833 0 0 0 0 0 0 39833 16153529 287919 0 770475 7880378 7880378 0 0 0 0 0 0 395948 115565 164818 115565 0 0 0 0 4634734 1963003 898962 1772769 510582 153594 158697 198291 445982 206542 91927 147513 403526 166693 80574 156259 0 0 0 0 8290 2284 5279 727 59900 0 59900 0 0 0 0 0 0 0 0 0 0 0 600316 476776 111320 12220 680149 388396 71339 220414 477418 287686 52502 137230 3349072 3110340 61795 176937 0 0 0 0 395349 162868 56797 175684 49783 31645 2778 15360 0 0 0 0 441891 247117 51745 143029 0 0 0 0 554528 221811 88724 243993 242957 97183 38873 106901 44526 16000 12232 16294 Membership dues 15060 9500 3056 2504 Miscellaneous 6895 2038 1772 3085 21197284 15539419 2013090 3644775 0 0 6055925 3226489 7763396 5628929 1520341 1692387 0 0 0 0 0 0 0 0 0 0 6581323 4628320 2110118 1953003 35206801 34907890 0 0 0 0 0 0 0 0 52656581 47408698 1940618 1628546 1343817 1169179 0 0 0 0 0 0 0 0 0 0 0 0 97407 111960 3381842 2909685 X 37957469 35860966 11317270 8638047 49274739 44499013 52656581 47408698 X -5043755 33777 0 0 0 234252 X 0 1 X 1 1 1 X 27433872 23894734 28048932 25151453 15095135 119624126 0 0 0 0 0 0 0 0 0 0 0 0 27433872 23894734 28048932 25151453 15095135 119624126 32980834 86643292 256939 199291 159041 201949 770330 1587550 0 0 0 0 0 0 102178 134858 568430 85554 39833 930853 122142529 374591 0.70936 0.72073 X Schedule A, Part II, Line 10 These amounts represent miscellaneous reimbursements that help offset expenses incurred for various training sessions, along with other minor expenses such as the use of Metro United Way postage and copier machines by others. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 1 115000 1 45388 0 0 160388 0 Schedule C, Part II-B, Line 1 Lobbying state government to provide adequate funding for childcare and other activities to help children to be ready to succeed in school, beginning with kindergarten. 1 0 0 0 150000 0 4437389 0 1 1 26209284 38445 735141 0 425527 0 26557343 27495488 246306 -288936 0 1243574 0 26209284 5754749 20154577 1689618 0 103456 0 27495488 5719554 162236 27715 0 154756 0 5754749 4710473 802507 371528 0 164954 0 5719554 0.7853 0.1283 0.0864 1 0 0 403218 403218 0 5115027 3735874 1379153 0 0 0 0 0 1030387 859755 170632 0 32691 32691 0 1953003 0 Amounts due custodian funds 111960 111960 16144832 33777 0 0 0 33777 16111055 0 42474 42474 16153529 21154810 0 0 0 0 0 21154810 0 42474 42474 21197284 Schedule D, Part V, Line 4 Metro United Way intends to use the net income from its endowment funds for purposes approved by its Board of Directors and in accordance with the intentions of the donors who provided the funds. Schedule D, Part XI, Line 4b Donor designated contributions Schedule D, Part XII, Line 4b Donor designations 1 2 Not 1 Fatherhood and Families 1600 West St Catherine Street Louisville KY 40210 262914155 501(C)(3) 63194 Parent and Child Time Programming Academy Of Music Production Ed & Development LLC 4425 Greenwood Avenue Louisville KY 40211 471113120 501(C)(3) 32201 To support youth programming ACE Project Inc 2336 Standard Avenue Louisville KY 40210 833117851 501(C)(3) 10250 Ace Place Program American Red Cross PO Box 1675 Louisville KY 40201 530196605 501(C)(3) 157312 Fund raising partnership payments Americana Community Center Inc 4801 Southside Dr Louisville KY 40214 611251306 501(C)(3) 48821 After school programming and family education Association of Community Ministries PO Box 99545 Louisville KY 40269 611361750 501(C)(3) 60000 Emergency assistance Backside Learning Center South 4th Street Louisville KY 40208 371803514 501(C)(3) 12729 Family education programming Big Brothers Big Sisters 1519 Gardiner Ln B Louisville KY 40218 616057856 501(C)(3) 97676 Youth mentoring Black Community Development Corporation 678 S 38th Street Louisville KY 40211 611233868 501(C)(3) 16666 The EDge Afterschool Program Black Minds Matter Louisville PO Box 2065 Louisville KY 40201 874040496 501(C)(3) 17916 Youth program services Blue River Services PO Box 547 Corydon IN 47112 351101603 501(C)(3) 15959 Childcare and residential youth services Boy Scouts Of America Lincoln Heritage Council Inc PO Box 36273 Louisville KY 40233 610445839 501(C)(3) 9560 providing programs for young people that build character. Boys & Girls Clubs Of Kentuckiana 1516 Story Ave Louisville KY 40206 610568789 501(C)(3) 32946 Youth services Boys And Girls Club Of Harrison County 600 East Chestnut St Corydon IN 47112 351983078 501(C)(3) 10158 Supporting youth programming Bridge Kids International 501 West Kenwood Drive Louisville KY 40214 841681205 501(C)(3) 9664 Youth development and cultural promotion Bridging the Gap Learning Academy 1368 So 28th St Louisville KY 40211 473322565 501(C)(3) 18750 Bridging the Gap Learning Academy Program Bullitt County Housing First 131 Garner Way Mt Washington KY 40047 611854572 501(C)(3) 19552 Addresses homelessness in Bullitt County. Bullitt County Public Schools 1040 Highway 44 East Shepherdsville KY 40165 616001357 31295 Support Teen Aged Parenting Program California Area Family Development Center Inc 1705 South 13th Street Louisville KY 40210 610668916 501(C)(3) 14070 Childcare services and developmental programs Catholic Charities of Louisville 2911 South 4th Street Louisville KY 40208 611239600 501(C)(3) 50000 Emergency assistance Center For Lay Ministries 213 E Maple St Jeffersonville IN 47131 310903413 501(C)(3) 25510 Provides emergency assistance Center For Non-Profit Excellence 323 W Broadway Suite 501 Louisville KY 40202 200040424 501(C)(3) 30755 Research, training and consultation Center For Women & Families PO Box 2048 Louisville KY 40201 610444846 501(C)(3) 42519 Emergency and crisis assistance Central Louisville Community Ministries 809 South Fourth Street Louisville KY 40203 611082337 501(C)(3) 17500 Emergency assistance Centro Latino Of Shelbyville Inc 121 Main St Shelbyville KY 40065 020628043 501(C)(3) 33023 Immigrant programming Change Today Change Tomorrow 2803 South Floyd Street Suite 2A Louisville KY 40209 843715550 501(C)(3) 25000 Feed the West Program Children Shouldn't Hunger 1229 South Shelby Street Louisville KY 40202 811022081 501(C)(3) 86057 The Akoma Fellowship Program ChooseWell Communities PO Box 2906 Louisville KY 40201 472822055 501(C)(3) 10000 Emergency assistance Clark Co Youth Shelter PO Box 886 Clarksville IN 47131 311126065 501(C)(3) 5710 Provides 24-hour residential care for adolescents in crisis situations. Communities In School Clark County 1406 Fredrick St Jeffersonville IN 47130 320015379 501(C)(3) 14367 After school wrap-around support Community Chest Of Oldham Co Kentucky Inc PO Box 556 LaGrange KY 40031 611240248 501(C)(3) 36588 Emergency assistance Community Coordinated Child Care Inc 960 South Third Street Louisville KY 40203 237160437 501(C)(3) 146021 Assists parents in locating and paying for childcare. Concordia Lutheran Church 1127 East Broadway Louisville KY 40204 610461819 501(C)(3) 34545 Doner designations Council On Developmental Disabilities Inc 1151 South Third Street Louisville KY 40203 610476686 501(C)(3) 10732 Advocacy and support Decode Project Inc 2509 Portland Avenue Louisville KY 40212 832280075 501(C)(3) 8332 Literacy Mentors Dorman Preschool Center PO Box 853 Shelbyville KY 40066 610620554 501(C)(3) 74947 Childcare Elderserve Inc 411 E Muhammad Ali Blvd Louisville KY 40202 616024140 501(C)(3) 14432 Social services for seniors Family And Children'S Place PO Box 3784 Louisville KY 40201 610549561 501(C)(3) 130137 Provides services for children and families affected by abuse, neglect and violence. Family Health Centers Of Southern Indiana 1301 Akers Avenue Jeffersonville IN 47130 351842342 501(C)(3) 31089 Pharmactical supplies and volutneer recruitment and training Family Scholar House Inc 403 Reg Smith Circle Louisville KY 40208 611285124 501(C)(3) 16985 Support for single parents Fresh Anointing Child Development Center 1563 Clara Avenie Louisville KY 40215 263317297 10000 Emergency assistance Goodwill Of Southern Indiana PO Box 2488 Clarksville IN 47131 351019658 501(C)(3) 108369 Childcare services and developmental programs Granny's Girls Birth Initiative 10245 Riverstone Circle Louisville KY 40229 853127896 501(C)(3) 125000 Counseling and family resilience Greater Louisville United Labor Picnic Inc 3000 Fern Valley Road Louisville KY 40213 611387836 501(C)(4) 15287 Designation Harrison Co Community Services PO Box 308 Corydon IN 47112 351378568 501(C)(3) 30977 Emergency assistance Highland Park Community Development Corporation PO Box 16661 Louisville KY 40256 800162257 501(C)(3) 7083 Out of school time programs for youth. Hjw Career And Financial Literacy Institute PO Box 71 Shelbyville KY 40066 203329409 501(C)(3) 20508 Financial stability efforts in Shelby and Oldham Counties Home Of The Innocents 1100 E Market Street Louisville KY 40203 610445834 501(C)(3) 20774 Childcare center Hoosier Hills Pact 35 N Public Square Salem IN 47167 237351004 501(C)(3) 6557 Victims services Hope Health Clinic 1025 Sanibel Way LaGrange KY 40031 465509958 501(C)(3) 28976 Hope Health Clinic Hope Southern Indiana 702 E Market Street New Albany IN 47150 351128300 501(C)(3) 90081 Retired and senior volunteer program Jewish Family And Career Services 3587 Dutchmans Lane Louisville KY 40205 610444704 501(C)(3) 11610 Family counseling Keeping It Real 2900 West Broadway Louisville KY 40211 141889913 501(C)(3) 50000 Emergency shelter and transitional housing Kentucky Refugee Ministries 969 B Cherokee Road Louisville KY 40204 611229842 501(C)(3) 6040 Emergency assistance Kentucky Youth Advocates Inc 11001 Bluegrass Pkwy Ste 100 Louisville KY 40299 610929390 501(C)(3) 132429 Youth case advocacy Kids Center For Pediatric Therapies 982 Eastern Pkwy Box 6 Louisville KY 40217 610492378 501(C)(3) 8007 Outpatient rehabilitation for children Legal Aid Society Inc 425 W Muhammad Ali Blvd Louisville KY 40202 610537626 501(C)(3) 52622 Family advocacy Lifespan Resources Inc PO Box 995 New Albany IN 47151 351306887 501(C)(3) 34899 Transportation services Lighthouse Academy At Newburg 5312 Shepherdsville Road Louisville KY 40228 611362760 501(C)(3) 9584 Out of school time programs for youth. Louisville Asset Building Coalition 334 East Broadway Louisville KY 40202 610444680 501(C)(3) 15539 Financial education and tax services Louisville Central Community Ctrs 1300 W Muhammad Ali Blvd Louisville KY 40203 610590743 501(C)(3) 5042 Childcare and workforce solutions Louisville Urban League 1535 W Broadway Louisville KY 40203 610444771 501(C)(3) 11831 Financial independence and youth services Maryhurst Inc 1015 Dorsey Lane Louisville KY 40223 311542209 501(C)(3) 13942 Residential youth programs Mary's Bright Idea LLC 2205 West Kentucky Street Louisville KY 40210 850828534 15000 Support CA Neighborhood Resident Driven Projects Ministries United of South Central Louisville 1207 Hart Avenue Louisville KY 40213 311104241 501(C)(3) 17500 Emergency assistance MOLO Village CDC 1407 W Jefferson Suite120 Louisville KY 40201 275347893 501(C)(3) 7664 Education and NTI Hub NAFC Education Foundation Inc 2813 Grantline Road New Albany IN 47150 202552199 501(C)(3) 5216 Early education programs Neighborhood House 201 N 25th Street Louisville KY 40212 610445842 501(C)(3) 13453 Youth development New Directions Housing Corp 1000 E Liberty Street Louisville KY 40204 610715630 501(C)(3) 319860 Youth services New Life Directions Ministries 10615 Dixie Hwy Louisville KY 40272 204985936 501(C)(3) 50000 Emergency assistance Oldham County Health Department 1786 Commerce Pkwy La Grange KY 40031 611035072 15915 Protecting and promote community health and safety Oldham County Public Library 308 Yager Avenue La Grange KY 40031 610595340 5687 Early education programs Oldham County Public Schools 6165 W Hwy 146 Crestwood KY 40014 616001306 501(C)(3) 19768 Youth services Operation Care Inc PO Box 1393 Shelbyville KY 40066 611211189 501(C)(3) 49503 Emergency shelter and transitional housing Options Unlimited 205 Castlerock Drive Shepherdsville KY 40165 611127049 501(C)(3) 5289 Student transition/employment programs Our Place Drug & Alcohol Education Services Inc PO Box 8 Mount St Francis IN 47146 311202976 501(C)(3) 6107 Youth services Personal Counseling Services 1205 Applegate Lane Clarksville IN 47129 310919635 501(C)(3) 31874 Mental health counseling Play Cousins Inc 401 Northwestern Pkwy Louisville KY 40212 822811602 501(C)(3) 145949 Early childhood developmental screening Prichard Committee For Academic Excellence 271 W Short St Suite 202 Lexington KY 40507 611026214 501(C)(3) 43750 Advocacy Rauch Inc 845 Park Place New Albany IN 47150 351011521 501(C)(3) 36916 Early intervention programs for children and adults Robert Jamison Ministries Inc 1716 Theresa Avenue Louisville KY 40216 274782044 501(C)(3) 158116 Project Inspire Salvation Army Louisville 216 W Chestnut Street Louisville KY 40202 580660607 501(C)(3) 42733 Emergency assistance Salvation Army Southern Indiana 2300 Green Valley Rd New Albany IN 47151 580660607 501(C)(3) 49702 Housing pilot partnership Seven Counties Services 101 W Muhammad Ali Blvd Louisville KY 40202 310939757 501(C)(3) 49908 Crisis and information center Shelby County Public Schools 1155 Main Street Shelbyville KY 40065 616001356 71671 Early education programs Shepherdsville First Church Of The Nazarene 213 North Maple Street Shepherdsville KY 40165 611278159 501(C)(3) 5146 Donor designation Shively Area Ministries Inc 4415 Dixie Highway Louisville KY 40216 611134579 501(C)(3) 17500 Emergency assistance Skillz 4 Life 204 East Jacob Street Louisville KY 40203 472287725 501(C)(3) 168000 OST and Trauma Resilience and EC Ed and K Readiness Smoketown Family Wellness Center 760 South Hancock St Louisville KY 40203 474155748 501(C)(3) 25000 Counseling and family resilience South Louisville Community Ministries 415 1/2 W Ashland Ave Louisville KY 40214 310891259 501(C)(3) 56500 Emergency assistance and counseling and family resilience Southwest Family Ministries PO Box 16154 Louisville KY 40256 471318039 501(C)(3) 37500 Emergency shelter and transitional housing St Benedict Center 946 S 25th Street Louisville KY 40210 610719980 501(C)(3) 6278 After school and summer programming St George'S Scholar Institute 1508 W Kentucky Street Louisville KY 40210 610651560 501(C)(3) 16744 Out of school time programs for youth. TECH-Nique 10415 Vantage Road Louisville KY 40299 832267785 501(C)(3) 11250 Technology Entrepreneurship to Create Change Boss Summer Internship Program The Arthur S Kling Center Inc 219 West Ormsby Ave Louisville KY 40203 310993739 501(C)(3) 10998 A senior center that serves older adults both directly and through links to other providers. The Food Literacy Project 9001 Limehouse Land Louisville KY 40222 205014424 501(C)(3) 25000 Donor designation The Social Practice Lab KY 1229 South Shelby Street Louisville KY 40203 861503343 501(C)(3) 25000 Counseling and family resilience Tiger Strike Martial Arts Academy Inc 2812 Crums Lane Louisville KY 40216 822820508 501(C)(3) 6592 Youth program services Tri-County Community Action Agency 1015 Dispatchers Way LaGrange KY 40031 610856637 501(C)(3) 11814 Senior day services and senior telecare Turnaround Resource Center PO Box 7 Lebanon Junction KY 40150 611127221 501(C)(3) 34972 Help lift up and encourage persons self worth and life skill successes United Way of Kentucky Inc 334 E Broadway Ste 325 PO Box 4653 Louisville KY 40204 311106795 501(C)(3) 6250 Provides support services for United Ways in the state of Kentucky United Way of Suncoast Tampa Bay Area 5201 West Kennedy Boulvard Tampa FL 33609 593725701 501(C)(3) 18750 Donor designation Uspiritus Inc 2125 Goldsmith Lane Louisville KY 40218 610471572 501(C)(3) 40623 Provides residential and outpatient treatment for children and youth with emotional disabilities. Volunteers of America Mid-States 570 S Fourth Street Louisville KY 40202 610480950 501(C)(3) 50000 Counseling and family resilience Wellspring PO Box 1927 Louisville KY 40201 311020023 501(C)(3) 6281 Mental health crisis stabilization and supportive housing Wesley House Community Services 5114 Preston Highway Louisville KY 40213 610449663 501(C)(3) 47988 Employment service counselling and youth brigade West Louisville Community Ministries 3146 West Broadway Louisville KY 40211 611107555 501(C)(3) 17500 Emergency assistance Ymca Of Greater Louisville Inc 545 South 2nd Street Louisville KY 40202 610444843 501(C)(3) 112515 Childcare programs Youth Build - Young Adult Development In Action 800 South Preston Street PO Box 638 Louisville KY 40203 611374470 501(C)(3) 5738 Youth program services Youth Link Southern Indiana 1740 Williamsburg Drive Jeffersonville IN 47130 320015379 501(C)(3) 68371 Youth program services Zora's Cradle LLC 3934 Dixie Highway Louisville KY 40216 854288666 501(C)(3) 20000 Emergency assistance 109 2 Schedule I, Part I, Line 2 Agencies are awarded grants to support specific programs or to accomplish specific objectives. Agencies are subjected to a program review of their finances and their track record in achieving their exempt purposes. Most agencies are also required to submit an annual or end of year grant report detailing the specific accomplishments of their supported program or initiative X X X 0 0 0 0 0 0 0 0 0 Adria Johnson President, CEO, and Board Secretary 259992 0 0 0 800 0 13083 0 7308 0 281183 0 0 0 X 10 399470 Market Value 0 0 1 1 Schedule M, Part I, Line 32b Some donors contribute publicly traded stock to Metro United Way. Metro United Way's policy is to sell the contributed stock immediately and value the gift at the fair market value on the date ownership of the stock is transferred from the donor to Metro United Way. Form 990, Part VI, Section B, Line 11b The IRS Form 990 is reviewed by Harding, Shymanski & Company P.S.C., the independent accounting firm that conducted Metro United Way's most recent audit. It is also reviewed by the Metro United Way Finance Committee on behalf of the Board of Directors. A copy of the 990 is provided to every member of the Board of Directors prior to filing with the IRS. Form 990, Part VI, Section B, Line 12c All members of the Metro United Way Board of Directors, and all employees of Metro United Way are required to disclose any potential conflicts of interest on an annual basis. In addition, all employees must disclose any outside boards or committees on which they serve. These disclosures are reviewed by both the Chief Executive Officer (CEO) and the Chief of Staff. Metro United Way employees are prohibited from serving on boards or committees of any not-for-profit organization either funded or actively involved with Metro United Way without the prior permission of the CEO. The CEO must receive permission from the Metro United Way Board of Directors to serve on such boards or committees. Form 990, Part VI, Section B, Line 15 Compensation for Metro United Way's Chief Executive Officer is approved by independent persons on the Board of Directors, including the Board Chair, the Board Treasurer and the Chair of the Metro United Way Human Resources Committee. Prior to approving compensation, a review of compensation data from comparable sources is performed. Deliberation and discussions are contemporaneously documented. The most recent review process occurred during the May-June 2022 time period. Compensation for the Chief Financial Officer is determined by the CEO, based on compensation data from comparable sources, annual performance evaluations for this key position, and consultation, if necessary. Form 990, Part VI, Section C, Line 19 Metro United Way makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Form 990, Part VII, Section A, Line 1a David Lopez resigned from Metro United Way, effective August 1, 2022. He was replaced as Chief Development Officer by Sabeen Nasim. Form 990, Part XI, Line 9 Pension related changes other than net periodic pension expense. This represents the "Net Effect of Adoption of Recognition Provision of FAS 158".