2023-03-14T15:04:55-07:00 2022-04-30 990 2021-05-01 610444680 METRO UNITED WAY INC METR 5025832821 334 East Broadway Louisville KY 40202 Phillip Bond CFO 5025832821 2023-02-22 1 11 0 AAL2 2021 2023-04-26 12:10:37Z Adria Johnson 334 East Broadway Louisville KY 40202 27036174 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. 32 32 83 6593 0 0 48045932 25151453 18739 21541 568368 514560 568430 85554 49201469 25773108 15868103 17851532 0 0 6013741 6303914 0 0 3758388 5237357 5762233 27119201 29917679 22082268 -4144571 59596828 52656581 5923739 3381842 53673089 49274739 X See Schedule O 0 0 5687116 3770004 0 We continued to raise and distribute immediate crisis funding across our seven counties in response to the COVID pandemic. 4754283 3056913 0 We provided 250,000+ people with needed services for health and basic needs through our 2-1-1 call center, United Community, the United Community Care & Coordination Center, and other MUW-supported programs. 4188084 2804029 0 Children in MUW-supported high quality early care and education are 2x more likely to be prepared for kindergarten than their peers. We expanded our youth success network, supporting more than 100 youth-serving organizations and helped parents and caregivers track their children's developmental progress. 5558002 5558002 0 Grants to not-for-profit organizations as a result of donor contributions to the Metro United Campaign that were designated to those organizations. 4161137 1498553 21541 We launched an innovative guaranteed income pilot - YaLift! - that has proven results in other communities. More than 7,000 people have participated in the MUW Racial Wealth Gap simulations and Beyond Buzzwords speaker series on diversity, equity, and inclusion. We invested in 19 Black-led social justice organizations as part of our new Black L.O.V.E. Philanthropic Partnership. We continued our financial training and workforce development efforts in Louisville's lower income neighborhoods. 9719139 7056555 21541 24348622 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 55 0 1 83 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 32 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 Theresa Reno-Weber President, CEO, and Board Secretary 50 X 182391 0 15645 Adria Johnson President, CEO, and Board Secretary 50 X 175628 0 16881 David Lopez Chief Development Officer 50 X 161304 0 17322 Benjamin Donlon Chief Analytics Officer 50 X 111041 0 14785 Melody Murphy Chief Brand Officer 50 X 101732 0 18821 Daryle Unseld Chief Equity & Impact Officer 50 X 104560 0 4950 Phillip Bond Chief Financial Officer 50 X 147681 0 -65801 Lisa Bottorff Director 0.5 X 0 0 0 Pat Carver Treasurer 1 X 0 0 0 Ashley Duncan Director 0.5 X 0 0 0 Nicole Durbin Director 0.5 X 0 0 0 Mark Eddy Director 0.5 X 0 0 0 Henry Erk Director 0.5 X 0 0 0 Jose Gaztambide Director 0.5 X 0 0 0 Elaine Gravatte Board Chair 1 X 0 0 0 Keith Hamilton Director 0.5 X 0 0 0 Theo Hamilton Director 0.5 X 0 0 0 Pat Hargadon Director 0.5 X 0 0 0 Natalie Harris Director 0.5 X 0 0 0 Jerry Henderson Director 0.5 X 0 0 0 Aimee Jewell Director 0.5 X 0 0 0 Josh Kornberg Director 0.5 X 0 0 0 Stephen Lukinovich Director 0.5 X 0 0 0 Ashwin Netto Director 0.5 X 0 0 0 Greg Newbern Director 0.5 X 0 0 0 Kent Oyler Director 0.5 X 0 0 0 Lauren Peter Director 0.5 X 0 0 0 Judi Petty Director 0.5 X 0 0 0 Marty Pollio Director 0.5 X 0 0 0 Holly Prather Director 0.5 X 0 0 0 Carlos Rivas Director 0.5 X 0 0 0 Krish Sastry Director 0.5 X 0 0 0 Holly Schifano Director 0.5 X 0 0 0 Kelly Schulz Director 0.5 X 0 0 0 Seema Sheth Director 0.5 X 0 0 0 Woo Smith Director 0.5 X 0 0 0 Tommy Wallace Director 0.5 X 0 0 0 Kristen Williams Director 0.5 X 0 0 0 Nicole Yates Director 0.5 X 0 0 0 984337 0 22603 7 0 1 0 Center for Women & Families 927 South 2nd Street Louisville KY 40203 Operate 211 call center 536168 UPIC Solutions 334 Beechwood Road Fort Mitchell KY 41017 Provide data management services 195964 Nimbus PO Box 43911 Louisville KY 40253 Strategic Marketing Support Services 190681 3 0 0 0 0 3739548 21411905 179013 25151453 Rental income 531120 14732 14732 0 0 Administrative services 541200 6809 6809 0 0 0 0 0 0 21541 201949 0 0 201949 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1575677 0 1263066 0 312611 0 312611 0 0 312611 0 Subcontract work for Ohio Valley Educational Cooperative 541610 34223 34223 0 0 Miscellaneous reimbursements 900099 51331 51331 0 0 0 0 0 0 85554 25773108 107095 0 514560 17851532 17851532 0 0 0 0 0 0 420688 136731 147226 136731 0 0 0 0 4491028 1891321 779401 1820306 537342 178701 161229 197412 484938 210262 94441 180235 369918 149439 72497 147982 0 0 0 0 6549 543 5279 727 59900 0 59900 0 0 0 0 0 0 0 0 0 0 0 528608 467363 37993 23252 596495 247449 89010 260036 700709 417462 86024 197223 2310055 2105728 54434 149893 0 0 0 0 331367 136416 46840 148111 19144 8400 570 10174 0 0 0 0 311308 188671 27392 95245 0 0 0 0 594157 237663 95065 261429 239311 95725 38289 105297 44078 17412 9972 16694 Membership dues 20359 7611 5107 7641 Miscellaneous expenses 193 193 0 0 29917679 24348622 1810669 3758388 0 0 12210472 6055925 8888128 7763396 230485 1520341 0 0 0 0 0 0 0 0 0 0 7436871 5326753 2038152 2110118 36229591 35206801 0 0 0 0 59596828 52656581 3132805 1940618 1636589 1343817 0 0 0 0 0 0 0 0 0 0 1073500 0 80845 97407 5923739 3381842 X 38073297 37957469 15599792 11317270 53673089 49274739 59596828 52656581 X -4144571 -1618529 0 0 0 1364750 X 0 1 X 1 1 1 X 33051570 27433872 23894734 28048932 25151453 137580561 0 0 0 0 0 0 0 0 0 0 0 0 33051570 27433872 23894734 28048932 25151453 137580561 37005852 100574709 182883 256939 199291 159041 201949 1000103 0 0 0 0 0 74652 102178 134858 568430 85554 965672 139546336 162271 0.72073 0.70912 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 86000 1 35582 0 0 121582 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 600000 0 4543595 0 1 1 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 2718006 1825755 281058 0 114346 0 4710473 0.7828 0.13 0.0872 1 0 0 403218 403218 0 5134250 3573490 1560760 0 0 0 0 0 1866712 1720572 146140 0 32691 32691 0 2110118 Amounts due custodian funds 97407 97407 19909204 -1618529 0 0 0 -1618529 21527733 0 4245375 4245375 25773108 25672304 0 0 0 0 0 25672304 0 4245375 4245375 29917679 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 designations. Schedule D, Part XII, Line 4b Donor designated contributions 1 2 Not 1 Fatherhood and Families 1600 West St Catherine Street Louisville KY 40210 262914155 501(C)(3) 76966 Parent and Child Time Programming A Hand Up Community Resource Center PO Box 16066 Louisville KY 40256 824185771 501(C)(3) 16336 Financial Literacy Project Academy Of Music Production Ed & Development LLC 4425 Greenwood Avenue Louisville KY 40211 471113120 501(C)(3) 78421 To support youth programming ACE Project Inc 2336 Standard Avenue Louisville KY 40210 833117851 501(C)(3) 26843 Ace Place Program Adelante Hispanic Achievers Inc 4801 Southside Drive Louisville KY 40214 202267012 501(C)(3) 9415 After school tutoring, mentoring and enrichment programs American Red Cross PO Box 1675 Louisville KY 40201 530196605 501(C)(3) 950835 Fund raising partnership payments Americana Community Center Inc 4801 Southside Dr Louisville KY 40214 611251306 501(C)(3) 146775 After school programming and family education Awake Ministries PO Box 1302 Shelbyville KY 40066 264436314 501(C)(3) 20833 Provide emergency assistance Backside Learning Center South 4th Street Louisville KY 40208 371803514 501(C)(3) 28835 Family education programming Big Brothers Big Sisters 1519 Gardiner Ln B Louisville KY 40218 616057856 501(C)(3) 106406 Youth mentoring Black Community Development Corporation 678 S 38th Street Louisville KY 40211 611233868 501(C)(3) 104168 The EDge Afterschool Program Blue River Services PO Box 547 Corydon IN 47112 351101603 501(C)(3) 16092 Childcare and residential youth services Boy Scouts Of America Lincoln Heritage Council Inc PO Box 36273 Louisville KY 40233 610445839 501(C)(3) 17499 providing programs for young people that build character. Boys & Girls Clubs Of Kentuckiana 1516 Story Ave Louisville KY 40206 610568789 501(C)(3) 185917 Youth services Boys And Girls Club Of Harrison County 600 East Chestnut St Corydon IN 47112 351983078 501(C)(3) 5252 Supporting youth programming Bridge Kids International 501 West Kenwood Drive Louisville KY 40214 841681205 501(C)(3) 34236 Youth development and cultural promotion Bridging the Gap Learning Academy 1368 So 28th St Louisville KY 40211 473322565 501(C)(3) 93750 Bridging the Gap Learning Academy Program Bullitt County Housing First 131 Garner Way Mt Washington KY 40047 611854572 501(C)(3) 25810 Addresses homelessness in Bullitt County. Bullitt County Public Schools 1040 Highway 44 East Shepherdsville KY 40165 616001357 43188 Support Teen Aged Parenting Program California Area Family Development Center Inc 1705 South 13th Street Louisville KY 40210 610668916 501(C)(3) 71836 Childcare services and developmental programs Center For Lay Ministries 213 E Maple St Jeffersonville IN 47131 310903413 501(C)(3) 28242 Provides emergency assistance Center For Non-Profit Excellence 323 W Broadway Suite 501 Louisville KY 40202 200040424 501(C)(3) 5159 Research, training and consultation Center For Women & Families PO Box 2048 Louisville KY 40201 610444846 501(C)(3) 145445 Emergency and crisis assistance Centro Latino Of Shelbyville Inc 121 Main St Shelbyville KY 40065 020628043 501(C)(3) 33804 Immigrant programming Change Today Change Tomorrow 2803 South Floyd Street Suite 2A Louisville KY 40209 843715550 501(C)(3) 35000 Feed the West Program Children Shouldn't Hunger 1229 South Shelby Street Louisville KY 40202 811022081 501(C)(3) 85168 The Akoma Fellowship Program Clark Co Youth Shelter PO Box 886 Clarksville IN 47131 311126065 501(C)(3) 5934 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) 87482 After school wrap-around support Community Action of Southern Indiana 201 East 15th Street Jeffersonville IN 47130 610660969 501(C)(3) 20000 Books for children and minority health initiative Community Chest Of Oldham Co Kentucky Inc PO Box 556 LaGrange KY 40031 611240248 501(C)(3) 39668 Emergency assistance Community Coordinated Child Care Inc 960 South Third Street Louisville KY 40203 237160437 501(C)(3) 180736 Assists parents in locating and paying for childcare. Concordia Lutheran Church 1127 East Broadway Louisville KY 40204 610461819 501(C)(3) 44977 Doner designations Council On Developmental Disabilities Inc 1151 South Third Street Louisville KY 40203 610476686 501(C)(3) 67028 Advocacy and support Decode Project Inc 2509 Portland Avenue Louisville KY 40212 832280075 501(C)(3) 21428 Literacy Mentors Doors To Hope 4333 Hazelwood Avenue Louisville KY 40215 753124022 501(C)(3) 9073 After school tutoring Dorman Preschool Center PO Box 853 Shelbyville KY 40066 610620554 501(C)(3) 86700 Childcare Elderserve Inc 411 E Muhammad Ali Blvd Louisville KY 40202 616024140 501(C)(3) 90780 Social services for seniors Elevate Inc 13701 Forest Bend Circle Louisville KY 40245 205644799 501(C)(3) 9131 Group mentoring for youth Evolve 502 334 E Broadway Louisville KY 40202 831877240 501(C)(3) 48668 Removing the persistent barriers to college education Family And Children'S Place PO Box 3784 Louisville KY 40201 610549561 501(C)(3) 449456 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) 32115 Pharmactical supplies and volutneer recruitment and training Family Scholar House Inc 403 Reg Smith Circle Louisville KY 40208 611285124 501(C)(3) 44125 Support for single parents Global Game Changers Children'S Education 201 East Main Street Louisville KY 40202 463268917 501(C)(3) 14826 Youth after school services Goodwill Of Southern Indiana PO Box 2488 Clarksville IN 47131 351019658 501(C)(3) 114948 Childcare services and developmental programs Greater Louisville United Labor Picnic Inc 3000 Fern Valley Road Louisville KY 40213 611387836 501(C)(4) 8471 Designation Harrison Co Community Services PO Box 308 Corydon IN 47112 351378568 501(C)(3) 33718 Emergency assistance Highland Park Community Development Corporation PO Box 16661 Louisville KY 40256 800162257 501(C)(3) 20126 Out of school time programs for youth. Hjw Career And Financial Literacy Institute PO Box 71 Shelbyville KY 40066 203329409 501(C)(3) 20516 Financial stability efforts in Shelby and Oldham Counties Home Of The Innocents 1100 E Market Street Louisville KY 40203 610445834 501(C)(3) 20237 Childcare center Hoosier Hills Pact 35 N Public Square Salem IN 47167 237351004 501(C)(3) 6997 Victims services Hope Health Clinic 1025 Sanibel Way LaGrange KY 40031 465509958 501(C)(3) 23178 Hope Health Clinic Hope Southern Indiana 702 E Market Street New Albany IN 47150 351128300 501(C)(3) 96801 Retired and senior volunteer program HopeBuss 3131 South 2nd Street Louisville KY 40208 832485907 501(C)(3) 15000 Support violence response events House Of Ruth Inc 607 E St Catherine St Louisville KY 40203 611231355 501(C)(3) 7920 Housing and basic needs assistance Jewish Community Of Louisville 3600 Dutchmans Lane Louisville KY 40205 610445859 501(C)(3) 17571 Services for seniors Jewish Family And Career Services 3587 Dutchmans Lane Louisville KY 40205 610444704 501(C)(3) 82661 Family counseling Kentucky Chamber of Commerce 464 Chenault Road Frankfort KY 40601 611290625 501(C)(6) 10000 Address criminal justice issues in Kentucky Kentucky Youth Advocates Inc 11001 Bluegrass Pkwy Ste 100 Louisville KY 40299 610929390 501(C)(3) 62513 Youth case advocacy Kids Center For Pediatric Therapies 982 Eastern Pkwy Box 6 Louisville KY 40217 610492378 501(C)(3) 47743 Outpatient rehabilitation for children Legal Aid Society Inc 425 W Muhammad Ali Blvd Louisville KY 40202 610537626 501(C)(3) 47241 Family advocacy LHome 11269 Berry Boulevard Louisville KY 40215 454127209 501(C)(3) 8333 Financial Navigator Program Lifespan Resources Inc PO Box 995 New Albany IN 47151 351306887 501(C)(3) 41138 Transportation services Lighthouse Academy At Newburg 5312 Shepherdsville Road Louisville KY 40228 611362760 501(C)(3) 28336 Out of school time programs for youth. Louisville Asset Building Coalition 334 East Broadway Louisville KY 40202 610444680 501(C)(3) 50537 Financial education and tax services Louisville Central Community Ctrs 1300 W Muhammad Ali Blvd Louisville KY 40203 610590743 501(C)(3) 153088 Childcare and workforce solutions Louisville Jefferson County Metro Government 710 W Ormsby Suite 201 Louisville KY 40203 320049006 9167 Financial coaching Louisville Urban League 1535 W Broadway Louisville KY 40203 610444771 501(C)(3) 80786 Financial independence and youth services Maryhurst Inc 1015 Dorsey Lane Louisville KY 40223 311542209 501(C)(3) 60906 Residential youth programs MOLO Village CDC 1407 W Jefferson Suite120 Louisville KY 40201 275347893 501(C)(3) 26836 Education and NTI Hub Multi Purpose Caa PO Box 305 Shelbyville KY 40065 610867061 501(C)(3) 5099 Services for seniors NAFC Education Foundation Inc 2813 Grantline Road New Albany IN 47150 202552199 501(C)(3) 5771 Early education programs Neighborhood House 201 N 25th Street Louisville KY 40212 610445842 501(C)(3) 73396 Youth development New Century Fellowship Christian Church 1875 Farnsley Road Louisville KY 40216 471310903 501(C)(3) 15650 Employability Management New Directions Housing Corp 1000 E Liberty Street Louisville KY 40204 610715630 501(C)(3) 111700 Youth services Oldham County Public Schools 6165 W Hwy 146 Crestwood KY 40014 616001306 501(C)(3) 38620 Youth services Oldham County Health Department 1786 Commerce Pkwy La Grange KY 40031 611035072 21899 Protecting and promote community health and safety Oldham County Public Library 308 Yager Avenue La Grange KY 40031 610595340 5934 Early education programs Operation Care Inc PO Box 1393 Shelbyville KY 40066 611211189 501(C)(3) 60422 Emergency shelter and transitional housing Options Unlimited 205 Castlerock Drive Shepherdsville KY 40165 611127049 501(C)(3) 8867 Student transition/employment programs Our Place Drug & Alcohol Education Services Inc PO Box 8 Mount St Francis IN 47146 311202976 501(C)(3) 7616 Youth services Personal Counseling Services 1205 Applegate Lane Clarksville IN 47129 310919635 501(C)(3) 33583 Mental health counseling Play Cousins Inc 401 Northwestern Pkwy Louisville KY 40212 822811602 501(C)(3) 122774 Early childhood developmental screening Prichard Committee For Academic Excellence 271 W Short St Suite 202 Lexington KY 40507 611026214 501(C)(3) 21272 Advocacy Rauch Inc 845 Park Place New Albany IN 47150 351011521 501(C)(3) 36984 Early intervention programs for children and adults Robert Jamison Ministries Inc 1716 Theresa Avenue Louisville KY 40216 274782044 501(C)(3) 21948 Project Inspire Salt And Light Community Development 3960 Cane Run Road Louisville KY 40211 462341396 501(C)(3) 5034 Donor designation Salvation Army Louisville 216 W Chestnut Street Louisville KY 40202 580660607 501(C)(3) 88516 Emergency assistance Salvation Army Southern Indiana 2300 Green Valley Rd New Albany IN 47151 580660607 501(C)(3) 55796 Housing pilot partnership Seven Counties Services 101 W Muhammad Ali Blvd Louisville KY 40202 310939757 501(C)(3) 26318 Crisis and information center Shelby County Public Schools 1155 Main Street Shelbyville KY 40065 616001356 74453 Early education programs Shepherdsville First Church Of The Nazarene 213 North Maple Street Shepherdsville KY 40165 611278159 501(C)(3) 6948 Donor designation Skillz 4 Life 204 East Jacob Street Louisville KY 40203 472287725 501(C)(3) 140993 OST and Trauma Resilience and EC Ed and K Readiness Sowing Seeds With Faith 1300 W Muhammad Ali Blvd Louisville KY 40203 814862518 501(C)(3) 5756 Youth program services Spalding University 981 S Third Street Louisville KY 40203 610444780 501(C)(3) 38000 Leverage Project St Benedict Center 946 S 25th Street Louisville KY 40210 610719980 501(C)(3) 38939 After school and summer programming St George'S Scholar Institute 1508 W Kentucky Street Louisville KY 40210 610651560 501(C)(3) 49607 Out of school time programs for youth. Summerbridge Louisville Inc 902 South Shelby Street Louisville KY 40203 311695835 501(C)(3) 12500 Youth programming TECH-Nique 10415 Vantage Road Louisville KY 40299 832267785 501(C)(3) 35000 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) 21371 A senior center that serves older adults both directly and through links to other providers. The De Paul School 1925 Duker Avenue Louisville KY 40205 610711082 501(C)(3) 17000 Designation The Food Literacy Project 9001 Limehouse Land Louisville KY 40222 205014424 501(C)(3) 88059 Donor designation Tiger Strike Martial Arts Academy Inc 2812 Crums Lane Louisville KY 40216 822820508 501(C)(3) 23294 Youth program services Tri-County Community Action Agency 1015 Dispatchers Way LaGrange KY 40031 610856637 501(C)(3) 12149 Senior day services and senior telecare Turnaround Resource Center PO Box 7 Lebanon Junction KY 40150 611127221 501(C)(3) 18691 Help lift up and encourage persons self worth and life skill successes United Crescent Hill Ministry 150 State Street Louisville KY 40206 510166794 501(C)(3) 5234 After school youth programs United Way Of Greater Cincinnati Inc 2400 Reading Rd Cincinnati OH 45202 310537502 501(C)(3) 20467 Donor designations United Way of Kentucky Inc 334 E Broadway Ste 325 PO Box 4653 Louisville KY 40204 311106795 501(C)(3) 5100 Provides support services for United Ways in the state of Kentucky Uspiritus Inc 2125 Goldsmith Lane Louisville KY 40218 610471572 501(C)(3) 14089 Provides residential and outpatient treatment for children and youth with emotional disabilities. Visually Impaired Preschool Services Inc 1906 Goldsmith Lane Louisville KY 40218 611061973 501(C)(3) 14672 Early intervention programs for visually impaired students Wellspring PO Box 1927 Louisville KY 40201 311020023 501(C)(3) 23366 Mental health crisis stabilization and supportive housing Wesley House Community Services 5114 Preston Highway Louisville KY 40213 610449663 501(C)(3) 90832 Employment service counselling and youth brigade Ymca Of Greater Louisville Inc 545 South 2nd Street Louisville KY 40202 610444843 501(C)(3) 213550 Childcare programs Young Adult Development In Action Inc 714 South Clay Louisville KY 40203 611374470 501(C)(3) 5072 Workforce development Youth Build - Young Adult Development In Action 800 South Preston Street PO Box 638 Louisville KY 40203 611374470 501(C)(3) 9055 Youth program services 112 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 Theresa Reno-Weber President, CEO, and Board Secretary 182202 0 0 0 2081 0 9098 0 4655 0 198036 0 0 0 Adria Johnson President, CEO, and Board Secretary 175013 0 0 0 1538 0 8682 0 7276 0 192509 0 0 0 David Lopez Chief Development Officer 161009 0 0 0 1758 0 7525 0 8334 0 178626 0 0 0 Schedule J, Part II Theresa Reno-Weber resigned from Metro United Way effective July 30, 2021. She was replaced as President and Chief Executive Officer by Adria Johnson on August 1, 2021. X 13 179013 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 III, Line 1 At Metro United Way, we envision a community in which everyone can access education that inspires and equips, economic mobility that meets needs and builds futures, and health that provides strength and hope. Metro United Way unites and empowers communities to advance equity and share opportunities for all. We make connections that create equitable access to high-quality education, pathways out of poverty to prosperity, and addressing urgent, short-term needs. With the help of donors, volunteers, and advocates across the seven counties we serve, this past year we were able to make an impact on our community. 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 Vice President of Human Resources. 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. Compensation for the Chief Financial Officer is determined by the CEO, based on compensation data from comparable sources, annual performance evaluations for these key positions, and consultation, if necessary. Form 990, Part VI, Section C, Line 19 Metro United Way makes its governing documents and conflict of interest policy available upon request. Its IRS Form 990 and financial statements are available on Metro United Way's website. Form 990, Part VII, Section A, Line 1a Theresa Reno-Weber resigned from Metro United Way effective July 30, 2021. She was replaced as President and Chief Executive Officer by Adria Johnson on August 1, 2021. 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".