Better Business Bureau Report for
Metro United Way, Inc.

Better Business Bureau Report issued August 2013
Better Business Bureau Report expires August 2015

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, 2012, Metro United Way, Inc.'s program expenses were:

Improving Lives Today 15,590,528
Improving Lives Tomorrow 6,693,360
Volunteer Engagement 204,852
Total Program Expenses: $22,488,740
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Chief Executive : Mr. Joe Tolan, President & CEO Metro United Way

Chair of the Board: Mr. Joe Brown
Chair's Profession / Business Affiliation: Partner Rodefer Moss & Com Director of Audit-INKY

Board Size: 42

Paid Staff Size: 66

*Compensation listed above is reportable compensation from the IRS Form 990, Schedule J, Part II, Column (B), (i) Base compensation, for the period ending April 30, 2012.
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Fund Raising


Method(s) Used:

Methods of fund raising include direct mail, telephone, invitations to fund raising events, print advertisements, television, radio, grant proposals, internet, planned giving arrangements, and cause-related marketing.
Fund raising costs were 10% of related contributions. (Related contributions, which totaled $28,114,588, 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, 2012.

Ending net assets as reported below include $8,157,131 in unrestricted net assets, $3,824,009 in temporarily restricted net assets, and $1,282,848 in permanently restricted net assets.

Unrestricted net assets include $2,752,750 invested in land, building, and equipment and $5,404,381 in unappropriated assets.

Total income and expenses as reported below include $6,009,292 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  
Fundraising Campaign 27,435,174
Fees for Fundraising for Others 272,102
Legacies and Bequests 250,000
Grant Revenues 157,312
Rental Income 72,315
Other 36,074
Investment Results -45,830
Total Income $28,177,147


Uses of Funds as a % of Total Expenses

Programs: 84%  Fund Raising: 10%  Administrative: 6% 

Total income $28,177,147
Program expenses $22,488,740
Fund raising expenses 2,799,103
Administrative expenses 1,610,245
Total expenses $26,898,088
Income in Excess of Expenses 1,279,059
Beginning net assets 13,580,431
Other Changes in Net Assets (1,595,502)
Ending net assets 13,263,988
Total liabilities 14,081,891
Total assets $27,345,879

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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.

This report is not to be used for fund raising or promotional purposes.

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