Better Business Bureau Report for
Metro United Way, Inc.

Better Business Bureau Report issued September 2015
Better Business Bureau Report expires September 2017

This BBB Accredited charity meets all 20 Standards for Charity Accountability and is a Seal Holder. Find out more...

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Charity Contact Information

Name: Metro United Way, Inc.
Address: 334 E. Broadway
  Louisville, KY 40202
Phone: 502-583-2821
Web Address:
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Better Business Bureau Comments

Year, State Incorporated: 1972, Kentucky
Affiliates: None
Stated Purpose: Metro United Way Mission Statement To improve lives and our community by engaging people to Give, Advocate and Volunteer.

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Evaluation Conclusions


Metro United Way, Inc. meets the 20 Standards for Charity Accountability.
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Metro United Way is working to advance the common good by focusing on education, income and health. These are the building blocks for a good life--- a quality education that leads to a stable job, enough income to support a family through retirement and good health. Metro United Way's goal is to create long-lasting changes that prevent problems from happening in the first place.

For the fiscal year ended April 30, 2015, Metro United Way, Inc.'s program expenses were:

Allocations to Agencies 17,179,235
MUW Community Impact Expenses 3,185,647
Early Care & Education Initiatives 992,050
High School Graduation Initiatives 503,694
Other Initiatives 74,485
Family Stability Initiatives 40,950
Total Program Expenses: $21,976,061
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Chief Executive : Joe Tolan, President & CEO

Chair of the Board: Jane Morreau
Chair's Profession / Business Affiliation: CFO

Board Size: 38

Paid Staff Size: 66

This represents compensation on Schedule J of the 990 for the fiscal year ended 4/30/2014. It represents a base salary of $220,375 plus benefits. It also includes non-cash actuarial determined retirement value of $24,726.
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Fund Raising


Method(s) Used:

Workplace giving campaigns, direct mail, grant proposals, internet, planned giving arrangements
Fund raising costs were 11% of related contributions. (Related contributions, which totaled $26,681,899, are donations received as a result of fund raising activities.)
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Tax Status


This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
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The following information is based on Metro United Way, Inc.'s audited financial statements for the fiscal year ended April 30, 2015.

Ending net assets as reported below include $7,042,847 in unrestricted net assets, $5,172,489 in temporarily restricted net assets, and $1,606,924 in permanently restricted net assets.

Unrestricted net assets include $2,543,342 invested in land, building, and equipment and $4,018,683 in unappropriated assets.

Total income and expenses as reported below include $6,049,102 in donor designated contributions. Donor designated contributions are contributions that are designated by the donor to be given to a specific organization. This amount is netted out from revenue and expense amounts in the audit as generally accepted accounting principles require that these contributions pass through as agency transactions net of administrative charges. The Internal Revenue Service allows donor designated contributions to be included in income and expenses for IRS reporting purposes.

Source of Funds  
Annual Campaign 26,348,966
Investment Results 502,154
Grants 273,736
Adminstrative fees for fundraising on behalf of others 149,485
Legacies and Bequests 59,197
Other 28,037
Total Income $27,361,575


Uses of Funds as a % of Total Expenses

Programs: 82%  Fund Raising: 11%  Administrative: 7% 

Total income $27,361,575
Program expenses $21,976,061
Fund raising expenses 2,836,986
Administrative expenses 1,737,213
Total expenses $26,550,260
Income in Excess of Expenses 811,315
Beginning net assets 14,868,340
Other Changes in Net Assets (1,857,395)
Ending net assets 13,822,260
Total liabilities 12,235,688
Total assets $26,057,948

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

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