Totals
- Total revenue
- $16,153,529
- Total expenses
- $21,197,284
- Contributions and grants received
- $15,095,135
- Grants paid
- $7,880,378
- Program service revenue
- $248,086
- Investment income
- $770,475
- Other revenue
- $39,833
- Total assets, end of year
- $47,408,698
- Total liabilities, end of year
- $2,909,685
- Net assets or fund balances, end of year
- $44,499,013
- Program services expenses (Part IX)
- $15,539,419
- Management and general expenses
- $2,013,090
- Fundraising expenses
- $3,644,775
- Program service expenses (Part III)
- $15,539,419
Program services were 73.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$2,009,577
-
1f · All other contributions, gifts and grants
$13,085,558
-
1g · Noncash contributions included above
$399,470
-
2a · Program service revenue: Administrative services
total $32,793 · related or exempt $32,793 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Rental income
total $15,293 · related or exempt $15,293 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Ohio Valley Educational Cooperative Contract Fees
total $200,000 · related or exempt $200,000 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $770,330 · related or exempt $0 · unrelated business $0 · excluded $770,330
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $3,457,850 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $3,457,705 · other assets $0
-
7c · Gain or loss
securities $145 · other assets $0
-
7d · Net gain or loss
total $145 · related or exempt $0 · unrelated business $0 · excluded $145
-
8a · Fundraising events: contributions included on line 1c
$0
-
11a · Other revenue: Miscellaneoous
total $39,833 · related or exempt $39,833 · unrelated business $0 · excluded $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$39,833
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $7,880,378 · program services $7,880,378
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $395,948 · program services $115,565 · management and general $164,818 · fundraising $115,565
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $4,634,734 · program services $1,963,003 · management and general $898,962 · fundraising $1,772,769
-
8 · Pension plan contributions
total $510,582 · program services $153,594 · management and general $158,697 · fundraising $198,291
-
9 · Other employee benefits
total $445,982 · program services $206,542 · management and general $91,927 · fundraising $147,513
-
10 · Payroll taxes
total $403,526 · program services $166,693 · management and general $80,574 · fundraising $156,259
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $8,290 · program services $2,284 · management and general $5,279 · fundraising $727
-
11c · Fees: accounting
total $59,900 · program services $0 · management and general $59,900 · fundraising $0
-
11d · Fees: lobbying
total $0 · program services $0 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11g · Fees: other
total $600,316 · program services $476,776 · management and general $111,320 · fundraising $12,220
-
12 · Advertising and promotion
total $680,149 · program services $388,396 · management and general $71,339 · fundraising $220,414
-
13 · Office expenses
total $477,418 · program services $287,686 · management and general $52,502 · fundraising $137,230
-
14 · Information technology
total $3,349,072 · program services $3,110,340 · management and general $61,795 · fundraising $176,937
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $395,349 · program services $162,868 · management and general $56,797 · fundraising $175,684
-
17 · Travel
total $49,783 · program services $31,645 · management and general $2,778 · fundraising $15,360
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $441,891 · program services $247,117 · management and general $51,745 · fundraising $143,029
-
20 · Interest
total $0 · program services $0 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $554,528 · program services $221,811 · management and general $88,724 · fundraising $243,993
-
22 · Depreciation, depletion and amortization
total $242,957 · program services $97,183 · management and general $38,873 · fundraising $106,901
-
23 · Insurance
total $44,526 · program services $16,000 · management and general $12,232 · fundraising $16,294
-
24a · Other expenses: Membership dues
total $15,060 · program services $9,500 · management and general $3,056 · fundraising $2,504
-
24b · Other expenses: Miscellaneous
total $6,895 · program services $2,038 · management and general $1,772 · fundraising $3,085
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $6,055,925 · end of year $3,226,489
-
3 · Pledges and grants receivable
beginning of year $7,763,396 · end of year $5,628,929
-
4 · Accounts receivable
beginning of year $1,520,341 · end of year $1,692,387
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$6,581,323
-
10b · Land, buildings and equipment: accumulated depreciation
$4,628,320
-
10c · Land, buildings and equipment, net
beginning of year $2,110,118 · end of year $1,953,003
-
11 · Investments: publicly traded securities
beginning of year $35,206,801 · end of year $34,907,890
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $1,940,618 · end of year $1,628,546
-
18 · Grants payable
beginning of year $1,343,817 · end of year $1,169,179
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $97,407 · end of year $111,960
-
27 · Net assets without donor restrictions
beginning of year $37,957,469 · end of year $35,860,966
-
28 · Net assets with donor restrictions
beginning of year $11,317,270 · end of year $8,638,047
Mission and programs · 2022
Mission
Metro United Way's mission is to improve lives and our community by engaging people to give, advocate, and volunteer.
Activities or mission (Part I)
Metro United Way's mission is to improve lives and our community by engaging people to give, advocate and volunteer.
-
We continued to raise and distribute immediate crisis funding across our seven counties in response to the COVID pandemic.
Expenses $3,741,829 · Grants $1,701,668
-
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.
Expenses $3,909,252 · Grants $2,186,477
-
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.
Expenses $3,510,120 · Grants $1,424,981 · Revenue $200,000
-
Grants to not-for-profit organizations as a result of donor contributions to the Metro United Campaign that were designated to those organizations.
Expenses $625,315 · Grants $625,315
-
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.
Expenses $3,752,903 · Grants $1,281,780 · Revenue $48,086
As filed on the 2022 return.
Listed in Part VII
-
Adria Johnson
President, CEO, and Board Secretary
- Total calculated
- $281,183
- From this org
- $260,792
- From related orgs
- $0
- Other
- $20,391
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $259,992
- Bonus
- $0
- Other
- $800
- Deferred
- $13,083
- Nontaxable benefits
- $7,308
- Filer's total
- $281,183
-
David Lopez
Chief Development Officer
- Total calculated
- $145,765
- From this org
- $133,607
- From related orgs
- $0
- Other
- $12,158
- Hours/week
- 50
-
Phillip Bond
Chief Financial Officer
- Total calculated
- $135,194
- From this org
- $173,735
- From related orgs
- $0
- Other
- -$38,541
- Hours/week
- 50
-
Benjamin Donlon
Chief Analytics Officer
- Total calculated
- $131,204
- From this org
- $114,941
- From related orgs
- $0
- Other
- $16,263
- Hours/week
- 50
-
Melody Murphy
Chief Brand Officer
- Total calculated
- $129,282
- From this org
- $112,311
- From related orgs
- $0
- Other
- $16,971
- Hours/week
- 50
-
Joanna Erny
Chief of Staff
- Total calculated
- $127,819
- From this org
- $113,169
- From related orgs
- $0
- Other
- $14,650
- Hours/week
- 50
-
Sabeen Nasim
Chief Development Officer
- Total calculated
- $126,103
- From this org
- $116,858
- From related orgs
- $0
- Other
- $9,245
- Hours/week
- 50
-
Lonnie E Bellar
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa A Bottorff
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Patricia Carver
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Karen M Cost
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Patrick Coty
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ashley N Duncan
Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Jose Gaztambide
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Elaine M Gravatte
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Keith Hamilton
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Theo Hamilton
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Natalie H Harris
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kristel Jensen
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Aimee M Jewell
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Josh Aaron Kornberg
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen M Lukinovich
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ashwin Netto Netto
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kent Oyler Oyler
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Lauren Wood Peter
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Crystal Peterson
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Judith Nell Petty
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Martin A Pollio
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Tanelle Sawyer
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kelly W Schulz
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Seema Sheth
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
William D Stout
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Wallace
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kristen M Williams
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Nicole Yates
Director
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$319,860
Youth services
-
$168,000
OST and Trauma Resilience and EC Ed and K Readiness
-
$158,116
Project Inspire
-
$157,312
Fund raising partnership payments
-
Community Coordinated Child Care Inc
$146,021
Assists parents in locating and paying for childcare.
-
$145,949
Early childhood developmental screening
-
$132,429
Youth case advocacy
-
$130,137
Provides services for children and families affected by abuse, neglect and violence.
-
Granny's Girls Birth Initiative
$125,000
Counseling and family resilience
-
Ymca Of Greater Louisville Inc
$112,515
Childcare programs
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202420389349300407
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.