2017-02-23T17:54:22-07:00 2016-04-30 990 2015-05-01 610444680 METRO UNITED WAY INC METR 5025832821 334 East Broadway Louisville KY 40202 Phillip Bond CFO 5025832821 2016-12-15 2015 2021-01-29 14:40:06Z Metro United Way Inc 334 East Broadway Louisville KY 40202 27196169 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. 36 36 85 26700 0 0 26681899 26049728 169270 80778 248685 496560 8252 41055 27108106 26668121 17179234 16719158 0 0 5111530 5572973 0 0 3119018 4259496 4538618 26550260 26830749 557846 -162628 26057948 24435728 12235688 7299526 13822260 17136202 Our mission is to improve lives and our community by engaging people to give, advocate and volunteer. At Metro United Way, our vision is a community whose people achieve their fullest potential through education, financial stability and healthy lives. We believe that a strong education leads to a good job, enough income to support a family through retirement and good health. A community of connected people - all people - united and working together for the benefit of all is at the heart of what Metro United Way represents. With the support of individuals and organizations in our community, we are changing the odds for kids and families in school and in life. Working together, we can accomplish more than any individual or organization can alone. Great things happen when we Live United. 0 0 9540237 6428636 0 Education: To have strong and productive communities, to develop a skilled workforce, to compete in the global economy and so on, we know that we have to focus our energies on those areas that will lead to significant, lasting change - such as early education. And when individuals are unable to meet their immediate needs, it is more difficult for them to focus on long-term goals such as employment, housing or education... and that's why we'll continue to help individuals get back on their feet and on the road to self-reliance. We are changing the odds for kids and families in school and in life: (1) Our Excellence Academy children are 2 times more likely to be ready for kindergarten than their like peers. (2) Over 20,000 youth benefitted from quality out-of-school time programs and services. (3) Families of 1,535 children participated in the Ages and Stages Questionnaire to measure development. 1796858 1415541 0 Financial Stability: When families have the tools to be financially independent, neighborhoods become stronger, our schools improve and our businesses prosper. Approximately 19,000 people received free tax preparation services and financial stability services through a Metro United Way funded Volunteer Income Tax Assistance Program. 5234842 4377005 0 Healthy Lives: When our needs are met, we are healthier, more financially stable, our kids do better in school and our communities thrive. Over 103,000 people were assisted by Metro United Way's 2-1-1 information and referral service to find the resources they needed. 4497975 4497975 80778 Grants to not-for-profit organizations as a result of donor contributions to the Metro United Campaign that were designated to those organizations. 704895 0 0 Other programs targeting homelessness, substance abuse, and disabilities, foster care and other neighborhood issues. 5202870 4497975 80778 21774807 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 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 31 0 1 85 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 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 40212 Jane C Morreau Chair 1 0 X X 0 0 0 Shane Foley Treasurer 1 0 X X 0 0 0 Johnny A Alse Director 0.5 0 X 0 0 0 J Barry Barker Director 0.5 0 X 0 0 0 Michael Betson Director 0.5 0 X 0 0 0 Kent Blake Director 0.5 0 X 0 0 0 Christopher L Bottorff Director 0.5 0 X 0 0 0 David M Bowling Director 0.5 0 X 0 0 0 Campbell Boyer Director 0.5 0 X 0 0 0 Robert W Bracy Director 0.5 0 X 0 0 0 Joseph L Brown Director 0.5 0 X 0 0 0 Christopher S Burnside Director 0.5 0 X 0 0 0 Jeffrey A Calabrese Director 0.5 0 X 0 0 0 Karen M Cost Director 0.5 0 X 0 0 0 Gale R Cox Director 0.5 0 X 0 0 0 Katharine R Dobbins Director 0.5 0 X 0 0 0 Nicole R Durbin Director 0.5 0 X 0 0 0 Mark Eddy Director 0.5 0 X 0 0 0 Libby A Elswick Director 0.5 0 X 0 0 0 Christine A Harbeson Director 0.5 0 X 0 0 0 Jennifer Helgeson Director 0.5 0 X 0 0 0 Chris Hermann Director 0.5 0 X 0 0 0 Lynn Howard Director 0.5 0 X 0 0 0 Louis S Jensen Director 0.5 0 X 0 0 0 Thomas Johnson Director 0.5 0 X 0 0 0 Beverly Keepers Director 0.5 0 X 0 0 0 Mark A Kristy Director 0.5 0 X 0 0 0 Glenn E Levine Director 0.5 0 X 0 0 0 John Marshall Director 0.5 0 X 0 0 0 Robert A McIntosh Director 0.5 0 X 0 0 0 Jo A McKim Director 0.5 0 X 0 0 0 Andrew Melin Director 0.5 0 X 0 0 0 Jeffrey W Nally Director 0.5 0 X 0 0 0 Anthony L Newberry Director 0.5 0 X 0 0 0 Hex Persephone Director 0.5 0 X 0 0 0 Randy Schuette Director 0.5 0 X 0 0 0 Tim Snavely Director 0.5 0 X 0 0 0 C Michael Stewart Director 0.5 0 X 0 0 0 William D Stout Director 0.5 0 X 0 0 0 Justin M Suer Director 0.5 0 X 0 0 0 Pattie Dale Tye Director 0.5 0 X 0 0 0 Vincent Walker Director 0.5 0 X 0 0 0 Kelly Wathen Director 0.5 0 X 0 0 0 Anne S Wilhelmus Director 0.5 0 X 0 0 0 Deborah B Williams Director 0.5 0 X 0 0 0 Joseph P Tolan President, CEO and Board Secretary 50 0 X 228008 0 55082 Phillip Bond Vice President and CFO 50 0 X 121921 0 71011 Gilbert Betz Chief Strategic Officer 50 0 X 115698 0 43738 465627 0 169831 3 0 1 0 United Way of Greater Cincinnati Inc 2400 Reading Road Cincinnati OH 45202 2-1-1 Help Line 411696 Bisig Impact Group Inc 640 South 4th Street Suite 300 Louisville KY 40202 Marketing and advertising 261212 Upic Solutions 2400 Reading Road Cincinnati OH 45202 Provide data management services 197229 United Way of Metropolitan Dallas 1800 N Lamar Dallas TX 75202 Consulting for Kotter Initiative 141662 Faulkner Real Estate 9625 Ormsby Station Road Louisville KY 40223 Building maintenance 102239 7 0 0 0 0 0 26049728 791731 26049728 Rental income from affiliates 531120 13935 13935 0 0 Administrative and HR services 541200 66843 66843 0 0 0 0 0 0 80778 85687 0 0 85687 0 0 0 0 0 0 0 0 0 0 938921 0 528048 0 410873 0 410873 0 0 410873 0 Miscellaneous fees and reimbursements 900099 41055 41055 0 0 0 0 0 0 41055 26668121 121833 0 496560 16719158 16719158 0 0 0 0 0 0 475040 97726 279589 97725 0 0 0 0 3771091 1577051 724540 1469500 572794 250475 68096 254223 444191 169496 98760 175935 309857 123754 68403 117700 0 0 0 0 5008 0 5008 0 36065 0 36065 0 2100860 1733472 193215 174173 149856 34547 41453 73856 525336 287028 134974 103334 347176 138945 60827 147404 278223 109743 45175 123305 171383 104358 17446 49579 290200 188870 41429 59901 362111 137602 65180 159329 217884 82797 39218 95869 30478 9787 8674 12017 Membership dues 17590 9980 3244 4366 Miscellaneous 6448 18 5628 802 26830749 21774807 1936924 3119018 0 0 3043346 2856170 11620813 11473750 378692 292330 0 0 0 0 0 0 0 0 0 0 6529805 4021521 2543342 2508284 8471755 7305194 0 0 0 0 26057948 24435728 4425309 4489052 7624345 2682288 0 0 0 0 0 0 0 0 0 0 0 186034 128186 12235688 7299526 X 7042847 10129469 5172489 5270627 1606924 1736106 13822260 17136202 26057948 24435728 X -162628 -703017 0 0 4009543 170044 X 0 1 X 1 0 X 27764717 30702470 27413104 26891899 26049728 138821918 0 0 0 0 0 0 0 0 0 0 27764717 30702470 27413104 26891899 26049728 138821918 41892494 96929424 178405 152789 197195 120884 85687 734960 0 0 0 0 0 36074 24875 14854 8252 41055 125110 139681988 1014752 0.69393 0.69984 X Schedule A, Part II, Line 10 These amounts represent miscellaneous reimbursements that help offset expenses incurred for various Metro United Way events and trainings, along with other minor expenses, such as the use of Metro United Way postage and copier machines by others, and distribution of promotional T-shirts. They also represent health care and unemployment insurance rebates that were used to offset those related expenses paid by Metro United Way for its employees. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 1 21000 0 0 0 21000 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. 2481910 145274 42961 0 195331 0 2474814 2388657 10000 248827 0 165574 0 2481910 2201551 23000 288933 0 124827 0 2388657 1742015 261395 234822 0 36681 0 2201551 1469353 250200 59611 0 37149 0 1742015 0 0.61 0.39 1 0 0 403218 403218 0 4582249 2556709 2025540 0 22688 22688 0 0 1461543 1382017 79526 0 60107 60107 0 2508284 0 Amounts due custodian funds 128186 128186 X 20354291 -703017 0 0 0 -703017 21057308 0 5610813 5610813 26668121 21219936 0 0 0 0 0 21219936 0 5610813 5610813 26830749 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 X, Line 2 The Internal Revenue Service has ruled that the Organization is exempt from the payment of federal income tax (except on unrelated business income) under the provisions of Section 501(c)(3) of the Internal Revenue Code of 1954. There were on taxes due for the years ended April 30, 2016 and 2015, as there was no unrelated business income for these years. Schedule D, Part XI, Line 4b Donor designated contributions Schedule D, Part XII, Line 4b Donor designated contributions. 1 2Not1- Fatherhood And Families Inc 1626 West chestnut St Louisville KY 40203 262914155 501(C)(3) 5800 Capacity building for programs that serve black males Academy Of Music Production Ed & Development Llc 4425 Greenwood Avenue Louisville KY 40211 471113120 501(C)(3) 15000 Supports youth programming American Cancer Society PO Box 1807 Louisville KY 40201 610447249 501(C)(3) 10866 Dedicated to eliminating cancer as a major problem through research, education, advocacy and service. American Heart Association 240 Whittington Parkway Louisville KY 40222 135613797 501(C)(3) 10000 Strives to reduce disability and death from cardiovascular diseases and stroke. American Red Cross PO Box 1675 Louisville KY 40201 530196605 501(C)(3) 4086258 Fund raising partnership payments Americana Community Center Inc 4801 Southside Dr Louisville KY 40214 611251306 501(C)(3) 118321 Americana Community Center strives to provide a spectrum of services to the diverse families of the Louisville Metro area, including refugees, immigrants and those born in the U.S, Big Brothers Big Sisters 1519 Gardiner Ln B Louisville KY 40218 616057856 501(C)(3) 331330 Provides 1-to-1 relationship with a mature volunteer for youth in need of friendship. Bingham Child Guidance 200 E Chestnut Street Louisville KY 40202 610445838 501(C)(3) 65922 Provides psychiatric mental health services to children and adolescents with emotional and behavioral problems. Blue River Services PO Box 547 Corydon IN 47112 351101603 501(C)(3) 32426 Provides services, training and transportation for children and adults with disabilities and the general community. Boy Scouts Of America Lincoln Heritage Council Inc PO Box 36273 Louisville KY 40233 610445839 501(C)(3) 7683 Provides programming that builds strong families, develops leadership skills and instills values in young people. Boys & Girls Clubs Of Kentuckiana 1516 Story Ave Louisville KY 40206 610568789 501(C)(3) 767960 Provides social, vocational, cultural, spiritual and other programming for children ages 6-18 Boys And Girls Club Of Harrison County 600 East Chestnut St Corydon IN 47112 351983078 501(C)(3) 8259 Supporting youth programming Bridgehaven Inc 950 South First St Louisville KY 40203 610548949 501(C)(3) 225786 Provides psychiatric rehabilitation, recovery and community integration services for adults with serious mental illnesses. Bullitt County Public Schools 1040 Highway 44 East Shepherdsville KY 40165 616001357 67000 Support Teen Aged Parenting Program Burks Branch Baptist Church 2023 Fox Run Road Shelbyville KY 40065 611035618 501(C)(3) 8500 Donor designations California Area Family Development Center Inc 1705 South 13th Street Louisville KY 40210 610668916 501(C)(3) 142194 Offers childcare services and developmental programs for infants, toddlers, pre-school and school-aged children. Casa Bullitt County Inc PO Box 1025 Shepherdsville KY 40165 611454102 501(C)(3) 15000 Provides volunteer advocates who are committed to work on behalf of abused and neglected children. Center For Lay Ministries 213 E Maple St Jeffersonville IN 47131 310903413 501(C)(3) 28343 Provides emergency services - such as a food pantry and funding assistance - for Clark County, Indiana residents. Center For Non-Profit Excellence 323 W Broadway Suite 501 Louisville KY 40202 200040424 501(C)(3) 24299 Central point to access information, best practices, professional development, and hands-on consultation to help local non-profits reach individual and collective aspirations Center For Women & Families PO Box 2048 Louisville KY 40201 610444846 501(C)(3) 457367 Provides programs and housing for people affected by domestic violence, rape/sexual assault and economic hardship. Centro Latino Of Shelbyville Inc 121 Main St Shelbyville KY 40065 020628043 501(C)(3) 12649 Delivers services and educational programs to residents of Shelby, Spencer, Trimble and Henry counties in Kentucky. Christ Evangelical Lutheran Church 9212 Taylorsville RD Louisville KY 40299 616010122 501(C)(3) 7464 Donor designations Clark Co Youth Shelter PO Box 886 Clarksville IN 47131 311126065 501(C)(3) 11309 Provides 24-hour residential care for adolescents in crisis situations. Coalition For The Homeless 1115 S Fourth Street Louisville KY 40203 611118307 501(C)(3) 20959 Promotes collaboration in our community to best meet the needs of the homeless and the providers that serve them Communities In School Clark County 1406 Fredrick St Jeffersonville IN 47130 320015379 501(C)(3) 40052 Surrounds students with a community of support, empowering them to stay in school and achieve in life. Community Chest Of Oldham Co Kentucky Inc PO Box 556 LaGrange KY 40031 616013124 501(C)(3) 48114 Provides assistance to families in Oldham County that need emergency aid to temporarily meet basic needs. Community Coordinated Child Care Inc 960 South Third Street Louisville KY 40203 237160437 501(C)(3) 327729 Assists parents in locating and paying for childcare; offers innovative training for childcare providers; provides childcare data to employers and policy makers; advocates for children and families on a national, state and local level. Concordia Lutheran Church 1127 East Broadway Louisville KY 40204 610461819 501(C)(3) 25000 Doner designations Council On Developmental Disabilities Inc 1151 South Third Street Louisville KY 40203 610476686 501(C)(3) 181701 Provides information, support and advocacy services to children and adults with mental retardation and their families and other interested persons in the community. Dare To Care 5803 Fern Valley Rd Louisville KY 40228 237345952 501(C)(3) 577485 Works to end hunger in our community through partnerships, innovative programs, and community engagement Doctors & Lawyers For Kids Inc 600 W Main Street Suite 110 Louisville KY 40202 274565113 501(C)(3) 25000 Provides free medical and legal services for children Dorman Preschool Center PO Box 853 Shelbyville KY 40066 610620554 501(C)(3) 72100 Provides early intervention to at-risk children in need of multiple support services. Elderserve Inc 411 E Muhammad Ali Blvd Louisville KY 40202 616024140 501(C)(3) 268524 Provides social services, senior companions, home care, adult daycare, telephone reassurance, crime victims advocacy and other services for seniors throughout Jefferson County. Family And Children'S Place PO Box 3784 Louisville KY 40201 610549561 501(C)(3) 1286634 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) 41324 Provides primary and preventative care and education to low-income, uninsured Clark County residents. Famiy Scholar House Inc 403 Reg Smith Circle Louisville KY 40208 611285124 501(C)(3) 87903 Support for single parents Fund For The Arts Inc 623 West Main Street Louisville KY 40202 610479626 501(C)(3) 5042 Donor designation Good News Shelter Corporation 4901 South Highway 53 Crestwood KY 40014 611334374 501(C)(3) 8000 To support their homeless shelter Goodwill Of Southern Indiana PO Box 2488 Clarksville IN 47131 351019658 501(C)(3) 149791 Offers rehabilitation, child development, family support, job placement: an array of programs under one roof. Guardiacare Services Inc 215 W Breckinridge St Louisville KY 40203 610926169 501(C)(3) 54733 Provides financial management, guardianship and adult day health services to seniors and others at risk. Harrison Co Community Services PO Box 308 Corydon IN 47112 351378568 501(C)(3) 67414 Provides programs in crisis assistance including a Food Pantry and Clothes Closet. Assists individuals and families in accessing services and building assets. Highland Park Community Development Corporation 3500 Shanks Lane Louisville KY 40216 801062257 501(C)(3) 10000 Capacity building for programs that serve black males Hjw Career And Financial Literacy Institute PO Box 71 Shelbyville KY 40066 203329409 501(C)(3) 20303 Financial stability efforts in Shelby and Oldham Counties Home Of The Innocents 1100 E Market Street Louisville KY 40203 610445834 501(C)(3) 239398 Provides emergency and long-term residential treatment and services to children with a variety of needs. Hoosier Hills Pact 35 N Public Square Salem IN 47167 237351004 501(C)(3) 10720 Provides advocacy, shelter, support and referral service to victims of domestic violence and other crimes. Provides Day Reporting Program and cognitive behavioral and educational groups for adult offenders. Hope Southern Indiana 702 E Market Street New Albany IN 47150 351128300 501(C)(3) 157889 Provides emergency financial, seasonal and food assistance in Floyd County and provides the RSVP (Retired Senior Volunteer Program) in Clark, Floyd, Harrison, Jefferson and Scott counties. Collaborates in multiple initiatives and provides a Youth Developm Hosparus 2120 Newburg Rd 301 Louisville KY 40205 610921718 501(C)(3) 12982 Provides end-of-life care and bereavement services to the terminally ill and their families. House Of Ruth Inc 607 E St Catherine St Louisville KY 40203 611231355 501(C)(3) 55555 Provides housing and support services for individuals and families affected by HIV/AIDS. Jewish Community Of Louisville 3600 Dutchmans Lane Louisville KY 40205 610445859 501(C)(3) 89402 Provides health-related activities, cultural and educational programs to the community at large, including at-risk individuals. Jewish Family And Career Services 3587 Dutchmans Lane Louisville KY 40205 610444704 501(C)(3) 242481 Serves families and individuals facing emotional crises or seeking improvement in their lives. Kentucky Ymca Youth Assn Inc PO Box 4285 Frankfort KY 40504 610444841 501(C)(3) 10000 Supports youth programming Kentucky Youth Advocates Inc 11001 Bluegrass Pkwy Ste 100 Louisville KY 40299 610929390 501(C)(3) 107089 Kentucky Youth Advocates is the independent voice for Kentucky's children through research; work toward national and state policy reform; and, case advocacy/referral service. Kids Center For Pediatric Therapies 982 Eastern Pkwy Box 6 Louisville KY 40217 610492378 501(C)(3) 278223 Provides early intervention for children with cerebral palsy, traumatic head injuries and other developmental disabilities. Lagrange Baptist Church 1139 Commerce Pkwy LaGrange KY 40031 610594847 501(C)(3) 20000 Hope Health Clinic Learning For Life Inc 1201 Sycamore Station Place Louisville KY 40299 465501637 501(C)(3) 141075 Supports youth programming Legal Aid Society Inc 425 W Muhammad Ali Blvd Louisville KY 40202 610537626 501(C)(3) 248113 Offers legal advice and representation to clients who meet poverty guidelines. Lifespan Resources Inc PO Box 995 New Albany IN 47151 351306887 501(C)(3) 48339 Provides a service network enabling older adults and the disabled to remain independent. Louisville Asset Building Coalition 334 East Broadway Louisville KY 40202 610444680 501(C)(3) 59822 Help people live better lives today and have brighter futures tomorrow by increasing the financial stability of families Louisville Central Community Ctrs 1300 W Muhammad Ali Blvd Louisville KY 40203 610590743 501(C)(3) 471380 Promotes self-sufficiency in the Russell neighborhood through a variety of programs for people of all ages and provides childcare and developmental programs for infants and school-age children. Louisville Education & Employment Program PO Box 34020 Louisville KY 40202 616001316 90922 Assist students, with the help of career planners at their schools, to remain in high school, to graduate, and to make a successful transition to employment and/or post-secondary education or military service Louisville Urban League 1535 W Broadway Louisville KY 40203 610444771 501(C)(3) 312013 Assists minorities and disadvantaged persons through workforce development, housing counseling, and youth development and education. Improving race relations by promoting a greater appreciation for diversity. Maryhurst Inc 1015 Dorsey Lane Louisville KY 40223 311542209 501(C)(3) 220575 Offers treatment programs for emotionally disabled children who have been neglected, abandoned or abused. Middletown Christian Church 500 N Wattersom Trail Louisville KY 40243 610602014 501(C)(3) 7800 Donor designations Multi Purpose Caa PO Box 305 Shelbyville KY 40065 610867061 501(C)(3) 57367 Provides numerous services to the elderly, mentally retarded and others in need. Nafc Education Foundation Inc 2813 Grantline Road New Albany IN 47150 202552199 20000 Assist and benefit public education in Floyd County, Indiana Nafc School Corporation 2813 Grantline Road New Albany IN 47150 202552199 21558 supporting the Imagination Library National Air & Space Education Institute PO Box 4653 Frankfort KY 40604 271809824 501(C)(3) 5745 Donor designations National Black Mba Association-Louisville Chapter PO Box 2953 Louisville KY 40201 611356976 501(C)(3) 7750 Capacity building for programs that serve black males Neighborhood House 201 N 25th Street Louisville KY 40212 610445842 501(C)(3) 248455 Provides services which enhance the quality of life for individuals of all ages in the Portland area. New Directions Housing Corp 1000 E Liberty Street Louisville KY 40204 610715630 501(C)(3) 158971 Provides housing and support services for children and single-parent homeless families. Northside Christian Church 4407 Charlestown Rd New Albany IN 47150 237449624 501(C)(3) 19969 Donor designations Oldham County 4-H Council Inc 1815 North Highway 393 LaGrange KY 40031 611048682 501(C)(3) 11772 Provides opportunities for Oldham County youth to learn leadership, citizenship & life skills. Oldham County Public Schools 6165 W HIGHWAY 146 Louisville KY 40014 616001306 30000 Increase reading skills of children from pre-kindergarten through 3rd grade Oldham County Vipers Baseball Inc PO BOX 493 Goshen KY 40026 453356198 501(C)(3) 10722 Donor designations Operation Care Inc PO Box 1393 Shelbyville KY 40066 611211189 501(C)(3) 44091 Offers women and children emergency assistance, including shelter, food, clothing and medical attention. Options Unlimited 205 Castlerock Drive Shepherdsville KY 40165 611127409 501(C)(3) 15000 Student transition/employment programs Our Place Drug & Alcohol Education Services Inc PO Box 8 Mount St Francis IN 47146 311202976 501(C)(3) 30291 Offers a variety of prevention, intervention and education services for youth, adults and family. Personal Counseling Services 1205 Applegate Lane Clarksville IN 47129 310919635 501(C)(3) 48644 Offers counseling and therapy to individuals, couples and families both on- and off-site. Prichard Committee For Academic Excellence 271 W Short St Suite 202 Lexington KY 40507 611026214 40000 Advocacy Rauch Inc 845 Park Place New Albany IN 47150 351011521 501(C)(3) 60236 Provides employment, therapy, day and other services for adults and children with disabilities and the disenfranchised. Salvation Army Louisville 216 W Chestnut Street Louisville KY 40202 580660607 501(C)(3) 211096 Provides shelter, food, clothing and other essential services to families in need. Salvation Army Southern Indiana 2300 Green Valley Rd New Albany IN 47151 580660607 501(C)(3) 122238 Supports self-sufficiency and long-range stability through case management in emergency financial assistance. Saving Sunny Inc 304 Pleasantview Ave Louisville KY 40206 352379448 501(C)(3) 5149 Donor designations Serenity Center 98 7th Street Shelbyville KY 40065 455074375 501(C)(3) 10000 Provides food for needy school age children Seven Counties Services 101 W Muhammad Ali Blvd Louisville KY 40202 310939757 501(C)(3) 111163 A 24-hour telephone hotline providing suicide prevention and intervention, crisis counseling, and information and referral to health and human services. Shelby County Public Schools 1155 Main Street Shelbyville KY 40065 616001356 55000 Early education programs Shively Baptist Church 1599 Sadie Lane Louisville KY 40216 610561851 501(C)(3) 7926 Donor designations Southeast Christian Church 920 Blankenbaker Rd Louisville KY 40243 610850307 501(C)(3) 85091 Donor designations St Benedict Center 946 S 25th Street Louisville KY 40210 610719980 501(C)(3) 93421 Serves children (6 weeks-12 years) through a variety of programs, including after-school and summer programs. St Francis In The Fields Episcapol Church 6710 Wolf Pen Branch Road Harrods Creek KY 40027 611322473 501(C)(3) 8000 Donor designations St John United Methodist Church 12700 W HWY 42 Prospect KY 40059 610961846 501(C)(3) 9485 Donor designations St Thomas Episcopal Church 9616 Wesport Road Louisville KY 40241 610506874 501(C)(3) 8216 Donor designations Stage One 315 W Broadway Louisville KY 40202 610466715 501(C)(3) 15000 Assist in preparing children to succeed in kindergarten and beyond Sunnyside Assembly Of God 3200 Holman Lane Jeffersonville IN 47130 351607521 501(C)(3) 5872 Donor designations The Arthur S Kling Center Inc 219 West Ormsby Ave Louisville KY 40203 310993739 501(C)(3) 62953 A senior center that serves older adults both directly and through links to other providers. The Caring Place PO Box 945 Lebanon KY 40033 611242828 501(C)(3) 10000 Provides family crisis services Tri-County Community Action Agency 1015 Dispatchers Way LaGrange KY 40031 610856637 501(C)(3) 46367 Serves elderly and low-income people in Oldham County; provides adult day care, meal delivery and other services. United Way Of Greater Cincinnati Inc 2400 Reading Rd Cincinnati OH 45202 310537502 501(C)(3) 21000 Donor designations United Way Of Santa Fe County 440 Cerrillos Rd Santa Fe NM 87501 850163601 501(C)(3) 10000 Donor designations Uspiritus Inc 2125 Goldsmith Lane Louisville KY 40218 610471572 501(C)(3) 44393 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) 77201 Provides early educational services to children (birth to school age) who are blind or visually impaired. Wellspring PO Box 1927 Louisville KY 40201 311020023 501(C)(3) 94949 Promotes the recovery of people with psychiatric disabilities; provides supportive housing with rehabilitation. Wesley House Community Services 5114 Preston Highway Louisville KY 40213 610449663 501(C)(3) 43027 Offers childcare, youth services, computer education, a gently used clothing store and volunteer income tax assistance. Ymca Of Greater Louisville Inc 545 South 2nd Street Louisville KY 40202 610444843 501(C)(3) 622647 Community-based programs that support young children, teens, adults and families in building healthy spirit, mind and body for all. Programs include leadership development, healthy actions, childcare and social services. Ymca Of Southern Indiana Inc PO Box 1525 Clarksville IN 47131 311183203 501(C)(3) 74420 Provides developmental childcare to infants through school-age children and support services to at-risk girls ages 7-18. 97 8 Schedule I, Part I, Line 2 Agencies are awarded grants to support specific programs or to accomplish specific objectives. Agencies are subjected to a pre-grant 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 the supported program or initiative. X 0 0 0 0 0 0 0 0 0 Joseph P Tolan President, CEO and Board Secretary 227287 0 0 0 3878 0 45253 0 6673 0 283091 0 0 0 Phillip Bond Vice President and CFO 120361 0 0 0 4453 0 61227 0 6892 0 192933 0 0 0 Gilbert Betz Chief Strategic Officer 114051 0 0 0 9803 0 28186 0 7396 0 159436 0 0 0 Schedule J, Part II The majority of the amounts in Column (C) were not cash outlays in 2015. These amounts represent the increases in the actuarial estimates of total future retirement payments over the lives of these employees. The actuarial estimate is based on participation in Metro United Way's retirement plan by these employees. The same methodology is used to calculate benefits for all participants. X 174 791731 Market Value 0 0 0 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 also 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 by or actively involved with Metro United Way without 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 Untied 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 in August 2016. Form 990, Part VI, Section C, Line 19 Metro United Way makes its governing documents, conflict of interest policy and financial documents available to the public upon request. 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". An extension request was filed prior to the due date in order to secure additional time to gather the data necessary to file a complete and accurate return.