Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 05-01-2012 , 2012, and ending 04-30-2013
BCheck if applicable:
CName of organization
METRO UNITED WAY INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
334 East Broadway
 
Room/suite
City or town, state or country, and ZIP + 4
Louisville, KY40202
D Employer identification number

61-0444680
E Telephone number

G Gross receipts $ 31,748,143
F Name and address of principal officer:
Joseph Tolan
334 East Broadway
Louisville,KY40202
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.metrounitedway.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1917
M State of legal domicile: KY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Metro United Way's mission is to improve lives and our community by engaging people to give, advocate and volunteer.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 42
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 42
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 85
6 Total number of volunteers (estimate if necessary) ............. 6 102,474
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 27,764,717 30,702,470
9 Program service revenue (Part VIII, line 2g) ......... 11,280 301,085
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 137,288 290,757
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 369,211 24,875
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 28,282,496 31,319,187
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 18,812,641 20,946,267
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 4,281,843 4,918,904
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,664,405    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,725,835 4,254,741
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 26,820,319 30,119,912
19 Revenue less expenses. Subtract line 18 from line 12....... 1,462,177 1,199,275
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 27,345,879 29,072,877
21 Total liabilities (Part X, line 26)............. 14,081,891 14,829,820
22 Net assets or fund balances. Subtract line 21 from line 20..... 13,263,988 14,243,057
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: Our mission is to improve lives and our community by engaging people to give, advocate and volunteer. Metro United Way's vision is a community whose people achieve their fullest potential through education, financial stability and healthy lives - the building blocks for a good quality of life. We believe we can reach our ambitious goals by being outcome-driven and focused on our Community Aspirations that will lead to long-term sustainable change: *All children enter kindergarten ready to learn. *All youth will complete high school on time prepared for college, work and life. *Parents and caregivers have the knowledge, skills and abilities to maintain family stability and help their children succeed. *We continue to sustain a network of quality services that address basic needs. We know that together, we can impact the quality of life for everyone in our community.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 9,698,955 including grants of $ 7,332,209 ) (Revenue $ 0 )
Education: When our children are ready for kindergarten and stay on track to graduation, they are better prepared for the future and contribute to our communities. *Metro United Way's Excellence Academy early learning centers strengthen the skills of preschool teachers and improve their classroom environments so that our children learn to love learning...and we're achieving over 90% teacher retention rates. *Families enrolled in our Ages & Stages Questionnaires program are helped to measure their child's developmental progress so that children who would benefit from early intervention are identified and connected with the resources to make sure they don't start school already behind; over 90% of parents reported the information they receive is helpful. *The Louisville Out-of-School Time (OST) Coordinating Council partnership with Metro United Way, Louisville Metro Government, and Jefferson County Public Schools helped over 33,000 youth access quality OST programs that encourage them to stay in school, remain on grade level and graduate from high school on time.
4b (Code:   ) (Expenses $ 7,184,567 including grants of $ 4,161,524 ) (Revenue $ 3,544 )
Financial Stability: When families have the tools to be financially independent, neighborhoods become stronger, our schools improve and our businesses prosper. *Through 25 Volunteer Income Tax Assistance sites, last year 14,000 families secured $6 million in earned income tax credit and nearly $20 million in total tax refunds, helping families with their financial stability with benefits that ripple throughout our community. *Partnering with Bank On Louisville, nearly 2000 individuals participated in financial education courses to enhance their ability to manage their finances. *Over 4300 individuals were helped in their ability to secure decent employment, supported through workforce development activities from our partnership with Louisville Urban League and other community services
4c (Code:   ) (Expenses $ 3,150,533 including grants of $ 2,774,349 ) (Revenue $ 280 )
Healthy Lives: When our needs are met, we are healthier, more financially stable, our kids do better in school and our communities thrive. *Overall, over 82,000 people volunteered through Metro United Way in the past year, giving over 435,873 hours of service to our community that represents over $9 million in donated time. *Metro United Way led volunteer efforts to help with the Southern Indiana tornado relief and recovery effort, deploying over 12,000 volunteers to help rebuild lives and community. *Our 2-1-1 "help" referral service assisted more than 60,000 people to find the help they needed for a wide range of services, including utility, rent and food assistance - many for the first time. *We invested funds in over 70 service organizations working to improve the quality of lives for everyone in our community by providing assistance to meet their basic needs.
(Code:   ) (Expenses $ 5,176,353 including grants of $ 5,176,353 ) (Revenue $ 240,498 )
Grants to not-for-profit organizations as a result of donor contributions to the Metro United Campaign that were designated to those organizations.
(Code:   ) (Expenses $ 538,637 including grants of $ 372,346 ) (Revenue $ 56,763 )
Other programs targeting homelessness, substance abuse, and disabilities, foster care and other neighborhood issues.
4d Other program services (Describe in Schedule O.)
(Expenses $ 5,714,990 including grants of $ 5,548,699 ) (Revenue $ 297,261 )
4e Total program service expensesMediumBullet25,749,045
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
85
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
85
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
42
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
42
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN , KY
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletPhillip Bond334 East BroadwayLouisvilleKY40212 (502) 292-6121
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) Joseph L Brown........................................................................
Chair
 8
.......................0 		X   X       0 0 0
(2) Barry R Pennybaker........................................................................
Treasurer
 8
.......................0 		X   X       0 0 0
(3) Carol Atnip........................................................................
Director
 8
.......................0 		X           0 0 0
(4) J Barry Barker........................................................................
Director
 8
.......................0 		X           0 0 0
(5) Jeffery A Been........................................................................
Director
 8
.......................0 		X           0 0 0
(6) Marsha Biven........................................................................
Director
 8
.......................0 		X           0 0 0
(7) Gathan Borden........................................................................
Director
 8
.......................0 		X           0 0 0
(8) Christopher L Bottorff........................................................................
Director
 8
.......................0 		X           0 0 0
(9) David L Bowling........................................................................
Director
 8
.......................0 		X           0 0 0
(10) Deborah Boyer........................................................................
Director
 8
.......................0 		X           0 0 0
(11) Robert W Bracy........................................................................
Director
 8
.......................0 		X           0 0 0
(12) Christopher S Burnside........................................................................
Director
 8
.......................0 		X           0 0 0
(13) Leonard W Douglas Jr........................................................................
Director
 8
.......................0 		X           0 0 0
(14) Dr Julie Temes Ellis........................................................................
Director
 8
.......................0 		X           0 0 0
(15) Daniel P Fox........................................................................
Director
 8
.......................0 		X           0 0 0
(16) David Randall Gibson........................................................................
Director
 8
.......................0 		X           0 0 0
(17) Chris Hermann........................................................................
Director
 8
.......................0 		X           0 0 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Lynn Howard........................................................................
Director
 8
.......................0 		X           0 0 0
(19) Joni Jenkins........................................................................
Director
 8
.......................0 		X           0 0 0
(20) Thomas Johnson........................................................................
Director
 8
.......................0 		X           0 0 0
(21) Beverly Keepers........................................................................
Director
 8
.......................0 		X           0 0 0
(22) Christi D Lanier-Robinson........................................................................
Director
 8
.......................0 		X           0 0 0
(23) Gail Lyttle........................................................................
Director
 8
.......................0 		X           0 0 0
(24) Edward Francis Martin Jr........................................................................
Director
 8
.......................0 		X           0 0 0
(25) Dawn R McIntire........................................................................
Director
 8
.......................0 		X           0 0 0
(26) Billy Meeks........................................................................
Director
 8
.......................0 		X           0 0 0
(27) Jane C Morreau........................................................................
Chair - Elect
 8
.......................0 		X           0 0 0
(28) Carol L Mullen........................................................................
Director
 8
.......................0 		X           0 0 0
(29) Anthony L Newberry........................................................................
Director
 8
.......................0 		X           0 0 0
(30) Mary L Renn........................................................................
Director
 8
.......................0 		X           0 0 0
(31) Alan D Shepard........................................................................
Director
 8
.......................0 		X           0 0 0
(32) Tim Snavely........................................................................
Director
 8
.......................0 		X           0 0 0
(33) Joel Stone........................................................................
Director
 8
.......................0 		X           0 0 0
(34) William D Stout........................................................................
Director
 8
.......................0 		X           0 0 0
(35) Justin M Suer........................................................................
Director
 8
.......................0 		X           0 0 0
(36) Robert L Taylor........................................................................
Director
 8
.......................0 		X           0 0 0
(37) Tierra Kavanaugh Turner........................................................................
Director
 8
.......................0 		X           0 0 0
(38) Pattie Dale Tye........................................................................
Director
 8
.......................0 		X           0 0 0
(39) Thomal Volta........................................................................
Director
 8
.......................0 		X           0 0 0
(40) Vincent Walker........................................................................
Director
 8
.......................0 		X           0 0 0
(41) Anne S Wilhelmus........................................................................
Director
 8
.......................0 		X           0 0 0
(42) Deborah B Williams........................................................................
Director
 8
.......................0 		X           0 0 0
(43) Joseph P Tolan........................................................................
President, CEO and Board Secretary
 50
.......................0 		    X       217,533 0 46,701
(44) Phillip Bond........................................................................
Vice President and CFO
 50
.......................0 		    X   X   114,818 0 50,612
(45) Jennifer Adrio........................................................................
Executive Vice President
 50
.......................0 		        X   128,543 0 41,780
(46) Gilbert Betz........................................................................
Chief Strategic Officer
 50
.......................0 		        X   109,439 0 31,513
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 570,333 0 170,606
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 1,172,544
b Membership dues....1b 0
c Fundraising events....1c 0
d Related organizations...1d 0
e Government grants (contributions)1e 0
f All other contributions, gifts, grants, and
similar amounts not included above1f 		29,529,926
g Noncash contributions included in lines
1a-1f:$ 		544,142
h Total. Add lines 1a-1f.......MediumBullet 30,702,470
Program Service Revenue Business Code
2a Rental income from affiliates 531120 42,950 42,950 0 0
b Admin and HR services 541200 251,113 251,113 0 0
c
d
e
f All other program service revenue . 7,022 7,022 0 0
g Total. Add lines 2a–2f........MediumBullet 301,085
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 109,839 0 0 109,839
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties...........MediumBullet 0 0 0 0
(i) Real (ii) Personal
6a Gross rents 0 0
b Less: rental expenses 0 0
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0 0 0 0
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 609,874 0
b Less: cost or other basis and sales expenses 428,956 0
c Gain or (loss) 180,918 0
d Net gain or (loss)..........MediumBullet 180,918 0 0 180,918
8a Gross income from fundraising events (not including
$ 0
of contributions reported on line 1c). See Part IV, line 18 ..
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0 0 0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities...MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances .
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0 0 0 0
Miscellaneous Revenue Business Code
11a Miscellaneous fees and reimbursements 900099 24,875 0 0 24,875
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 24,875
12 Total revenue. See Instructions......MediumBullet 31,319,187 301,085 0 315,632
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 19,816,781 19,816,781
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 1,129,486 1,129,486
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 384,974 87,581 209,812 87,581
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 3,476,393 1,614,293 646,130 1,215,970
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 474,532 183,522 116,450 174,560
9 Other employee benefits ....... 298,841 122,616 71,943 104,282
10 Payroll taxes ........... 284,164 120,981 63,882 99,301
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 5,389 2,694 2,695 0
c Accounting ........... 43,880 630 33,300 9,950
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 1,849,047 1,658,787 99,229 91,031
12 Advertising and promotion .... 116,101 34,918 8,272 72,911
13 Office expenses ....... 497,690 207,670 81,621 208,399
14 Information technology ...... 456,222 216,200 99,145 140,877
15 Royalties .. 0 0 0 0
16 Occupancy ........... 315,851 130,404 70,094 115,353
17 Travel ............ 138,808 104,878 3,022 30,908
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 227,295 129,339 24,183 73,773
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 353,593 106,077 102,542 144,974
22 Depreciation, depletion, and amortization ..... 194,474 58,343 56,396 79,735
23 Insurance .............. 30,172 8,733 10,240 11,199
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Membership dues 9,544 3,648 2,656 3,240
b Miscellaneous Expenses 16,675 11,464 4,850 361
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 30,119,912 25,749,045 1,706,462 2,664,405
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 2,544,724 2 3,799,198
3 Pledges and grants receivable, net ........... 14,479,598 3 14,079,431
4 Accounts receivable, net ............. 505,738 4 619,753
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,113,359
b Less: accumulated depreciation ..... 10b 3,391,269 2,752,750 10c 2,722,090
11 Investments—publicly traded securities .......... 7,063,069 11 7,852,405
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 27,345,879 16 29,072,877
Liabilities 17 Accounts payable and accrued expenses ......... 2,671,046 17 3,638,036
18 Grants payable ................. 10,327,381 18 10,084,483
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 1,083,464 25 1,107,301
26 Total liabilities. Add lines 17 through 25......... 14,081,891 26 14,829,820
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 8,157,131 27 8,074,843
28 Temporarily restricted net assets ........... 3,824,009 28 4,616,103
29 Permanently restricted net assets ........... 1,282,848 29 1,552,111
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 13,263,988 33 14,243,057
34 Total liabilities and net assets/fund balances ........ 27,345,879 34 29,072,877
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
31,319,187
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
30,119,912
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
1,199,275
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
13,263,988
5
Net unrealized gains (losses) on investments ...............
5
339,626
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-559,832
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
14,243,057
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
METRO UNITED WAY INC
 
Employer identification number

61-0444680
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 26,856,182 24,615,241 27,600,487 27,764,717 30,702,470 137,539,097
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... 0 0 0 0 0 0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 26,856,182 24,615,241 27,600,487 27,764,717 30,702,470 137,539,097
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           37,252,015
6 Public support. Subtract line 5 from line 4.           100,287,082
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 26,856,182 24,615,241 27,600,487 27,764,717 30,702,470 137,539,097
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 323,562 225,511 214,820 178,405 152,789 1,095,087
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0 0 0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 0 0 81,628 36,074 24,875 142,577
11 Total support (Add lines 7 through 10).           138,776,761
12
12
1,182,314
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
72.265 %
15
15
74.77 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
Part II, Section B, Line 10: These amounts represent miscellaneous reimbursements that help offset expenses incurred for various Metro United Way events and 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 insurance rebates that were used to offset expenses to increase awareness of healthy lifestyles for Metro United Way employees.
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000197
Software Version: v1.00
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
METRO UNITED WAY INC
 
Employer identification number

61-0444680
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
METRO UNITED WAY INC
  		Employer identification number

61-0444680
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
METRO UNITED WAY INC
  		Employer identification number

61-0444680
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
METRO UNITED WAY INC
  		Employer identification number

61-0444680
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
METRO UNITED WAY INC
 
Employer identification number

61-0444680
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,742,015 1,469,353 1,312,982 1,074,008 1,483,346
b Contributions ........ 261,395 250,200 0 0 0
c Net investment earnings, gains, and losses 234,822 59,611 191,151 298,418 -361,794
d Grants or scholarships ..... 0 0 0 0 0
e Other expenditures for facilities
and programs ........ 		36,681 37,149 34,780 59,442 47,546
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 2,201,551 1,742,015 1,469,353 1,312,984 1,074,006
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet60 %
c
Temporarily restricted endowment SchDMd Bullet40 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 0 403,218 403,218
b Buildings ................ 0 4,299,639 2,105,113 2,194,526
c Leasehold improvements ............ 0 22,688 22,688 0
d Equipment ................ 0 1,306,609 1,182,263 124,346
e Other ................. 0 81,205 81,205 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,722,090
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
Amounts Due Custodian Funds 1,107,301








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 1,107,301
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 25,006,857
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 339,626
b Donated services and use of facilities ......... 2b 0
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIII.) ............ 2d 0
e Add lines 2a through 2d ..................... 2e 339,626
3 Subtract line 2e from line 1..................... 3 24,667,231
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 0
b Other (Describe in Part XIII.) ........... 4b 6,651,956
c Add lines 4a and 4b....................... 4c 6,651,956
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 31,319,187
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 23,467,956
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 0
b Prior year adjustments .............. 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIII.) ............ 2d 0
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 23,467,956
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 0
b Other (Describe in Part XIII.) ............ 4b 6,651,956
c Add lines 4a and 4b....................... 4c 6,651,956
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 30,119,912
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
SchD_P05_S00_L04 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.
SchD_P10_S00_L02 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 no taxes due for the years ended April 30, 2013 and 2012, as there was no unrelated business income for these years. Management evaluated the Organization's uncertain tax positions and concluded that the Organization had no uncertain tax positions that require adjustment to the financial statements. The Organization is subject to income tax examinations for its U.S. federal income taxes and state jurisdictions. The statute of limitations for assessment of federal and state income taxes expired with respect to tax returns through 2008.
SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Donor designated contributions
SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Expense of donor designated contributions
Schedule D (Form 990) 2012

Additional Data


Software ID: 12000197
Software Version: v1.00




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
METRO UNITED WAY INC
 
Employer identification number
61-0444680
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) American Cancer Society
PO Box 1807
Louisville,KY40201 		61-0447249 501(C)(3) 468,868       Dedicated to eliminating cancer as a major problem through research, education, advocacy and service.
(2) American Heart Assoc
240 Whittington Parkway
Louisville,KY40222 		13-5613797 501(C)(3) 97,253       Strives to reduce disability and death from cardiovascular diseases and stroke.
(3) American Red Cross
PO Box 1675
Louisville,KY40201 		53-0196605 501(C)(3) 2,413,553       Fund raising partnership payments
(4) Americana Community Center Inc
4801 Southside Dr
Louisville,KY40214 		61-1251306 501(C)(3) 45,490       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,
(5) Big Brothers Big Sisters
1519 Gardiner Ln B
Louisville,KY40218 		61-6057856 501(C)(3) 493,323       Provides 1-to-1 relationship with a mature volunteer for youth in need of friendship.
(6) Bingham Child Guidance
200 E Chestnut Street
Louisville,KY40202 		61-0445838 501(C)(3) 144,196       Provides psychiatric mental health services to children and adolescents with emotional and behavioral problems.
(7) Blue River Services
PO Box 547
Corydon,IN47112 		35-1101603 501(C)(3) 53,854       Provides services, training and transportation for children and adults with disabilities and the general community.
(8) Boy Scouts of America Lincoln Heritage Council Inc
PO Box 36273
Louisville,KY40233 		61-0445839 501(C)(3) 211,996       Provides programming that builds strong families, develops leadership skills and instills values in young people.
(9) Boys & Girls Club of Harrison Co
600 East Chestnut St
Corydon,IN47112 		35-1983078 501(C)(3) 6,268       Provides community-based recreational, educational and therapeutic services for youths aged 8-18.
(10) Boys & Girls Clubs of Kentuckiana
1516 Story Avenue
Louisville,KY40206 		61-0568789 501(C)(3) 828,075       Provides social, vocational, cultural, spiritual and other programming for children ages 6-18
(11) Bridgehaven Inc
950 South First St
Louisville,KY40203 		61-0548949 501(C)(3) 224,595       Provides psychiatric rehabilitation, recovery and community integration services for adults with serious mental illnesses.
(12) Bullitt County Public Schools
1040 Highway 44 East
Shepherdsville,KY40165 		61-6001357   9,502       Support Teen Aged Parenting Program
(13) California Area Family Development Center Inc
1705 South 13th Street
Louisville,KY40210 		61-0668916 501(C)(3) 118,543       Offers childcare services and developmental programs for infants, toddlers, pre-school and school-aged children.
(14) CASA Bullitt County Inc
PO Box 1025
Shepherdsville,KY40165 		61-1454102 501(C)(3) 6,892       Provides volunteer advocates who are committed to work on behalf of abused and neglected children.
(15) Center for Lay Ministries
213 E Maple St
Jeffersonville,IN47131 		31-0903413 501(C)(3) 29,542       Provides emergency services - such as a food pantry and funding assistance - for Clark County, Indiana residents.
(16) Center for Non-Profit Excellence
323 W Broadway Suite 501
Louisville,KY40202 		20-0040424 501(C)(3) 26,796       Central point to access information, best practices, professional development, and hands-on consultation to help local non-profits reach individual and collective aspirations
(17) Center for Women & Families
PO Box 2048
Louisville,KY40201 		61-0444846 501(C)(3) 490,333       Provides programs and housing for people affected by domestic violence, rape/sexual assault and economic hardship.
(18) Centro Latino of Shelbyville Inc
121 Main St
Shelbyville,KY40065 		02-0628043 501(C)(3) 7,809       Delivers services and educational programs to residents of Shelby, Specer, Trimble and Henry counties in Kentucky.
(19) Clark Co Youth Shelter
PO Box 886
Clarksville,IN47131 		31-1126065 501(C)(3) 10,167       Provides 24-hour residential care for adolescents in crisis situations.
(20) Clark County Superior Court II Drug Court Inc
501 East Court Ave Rm 502
Jeffersonville,IN47130 		20-0490316 501(C)(3) 15,353       An alternative sentencing program for nonviolent felony drug offenders.
(21) Coalition for the Homeless
1115 S Fourth Street
Louisville,KY40203 		61-1118307 501(C)(3) 21,003       Promotes collaboration in our community to best meet the needs of the homeless and the providers that serve them
(22) Communities in School Clark County
1406 Fredrick St
Jeffersonville,IN47130 		32-0015379   33,135       Surronds students with a community of support, empowering them to stay in school and achieve in life.
(23) Community Chest of Oldham Co Kentucky Inc
PO Box 556
LaGrange,KY40031 		61-6013124 501(C)(3) 44,062       Provides assistance to families in Oldham County that need emergency aid to temporarily meet basic needs.
(24) Community Coordinated Child Care Inc
960 South Third Street
Louisville,KY40203 		23-7160437 501(C)(3) 173,210       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.
(25) Community Living Inc
333 Guthrie Street 308
Louisville,KY40202 		31-0970400 501(C)(3) 24,160       Provides support and assistance to meet the daily living needs of individuals with mental retardation.
(26) Council on Developmental Disabilities Inc
1151 South Third Street
Louisville,KY40203 		61-0476686 501(C)(3) 240,841       Provides information, support and advocacy services to children and adults with mental retardation and their families and other interested persons in the community.
(27) Covenant United Methodist Church
909 W Jefferson St
LaGrange,KY40031 		61-0937212 501(C)(3) 7,000       "Blessings in a Backpack" program to provide school supplies to children who cannot afford them.
(28) Custom Quality Services Inc
3401 Jewell Ave
Louisville,KY40212 		61-0956156 501(C)(3) 70,128       Provides employment for individuals with disabilities in normalized work environments.
(29) Dare to Care
5803 Fern Valley Rd
Louisville,KY40258 		23-7345952 501(C)(3) 1,021,344       Works to end hunger in our community through partnerships, innovative programs, and community engagement
(30) Dorman Preschool Center
PO Box 853
Shelbyville,KY40066 		61-0620554 501(C)(3) 60,948       Provides early intervention to at-risk children in need of multiple support services.
(31) Down Syndrome Of Louisville
5001 Hurstbourne Parkway
Louisville,KY40291 		61-1214126 501(C)(3) 6,655       Out of school time programs for youth.
(32) Elderserve Inc
411 E Muhammad Ali Blvd
Louisville,KY40202 		61-6024140 501(C)(3) 245,801       Provides social services, senior companions, home care, adult daycare, telephone reassurance, crime victims advocacy and other services for seniors throughout Jefferson County.
(33) Family and Children's Place
PO Box 3784
Louisville,KY40201 		61-0549561 501(C)(3) 1,339,158       Provides services for children and families affected by abuse, neglect and violence.
(34) Family Health Centers of Southern Indiana
1301 Akers Avenue
Jeffersonville,IN47130 		35-1842342 501(C)(3) 29,812       Provides primary and preventative care and education to low-income, uninsured Clark County residents.
(35) Family Health Centers of Southern Indiana
1000 East Spring Street
New Albany,IN47150 		35-2084765 501(C)(3) 14,605       Provides primary and preventative care and education to low-income, uninsured Floyd County residents.
(36) First Gethsemane Center For Family Development Inc
10202 Ledbury Way
Louisville,KY40223 		61-1309277 501(C)(3) 9,000       Out of school time programs for youth.
(37) Fund for the Arts
623 West Main Street
Louisville,KY40202 		61-0479626 501(C)(3) 16,482       Donor designation
(38) Goodwill of Southern Indiana
PO Box 2488
Clarksville,IN47131 		35-1019658 501(C)(3) 169,667       Offers rehabilitation, child development, family support, job placement: an array of programs under one roof.
(39) GuardiaCare Services Inc
215 W Breckinridge St
Louisville,KY40203 		61-0926169 501(C)(3) 92,493       Provides financial management, guardianship and adult day health services to seniors and others at risk.
(40) Harrison Co Community Services
PO Box 308
Corydon,IN47112 		35-1378568 501(C)(3) 81,110       Provides programs in crisis assistance including a Food Pantry and Clothes Closet. Assists individuals and families in accessing services and building assets.
(41) HDB Service Group Inc
115 E Adams St A
LaGrange,KY40031 		74-3041563 501(C)(3) 10,446       Provides transportation to medically related destinations and fixed route bus service
(42) Highland Park Community Development Corporation
3500 Shanks Lane
Louisville,KY40216 		80-0162257 501(C)(3) 9,000       Out of school time programs for youth.
(43) Highland Vineyard Church
1649 Cowling Ave
Louisville,KY40205 		61-1011401 501(C)(3) 7,604       Donor designation
(44) HJW Career and Financial Literacy Institute
PO Box 71
Shelbyville,KY40066 		20-3329409 501(C)(3) 9,250       Financial stability efforts in Shelby and Oldham Counties
(45) Holy Trinity Catholic Church
501 Cherrywood Rd
Louisville,KY40207 		61-0507073 501(C)(3) 5,984       Donor designation
(46) Home of the Innocents
1100 E Market Street
Louisville,KY40203 		61-0445834 501(C)(3) 313,907       Provides emergency and long-term residential treatment and services to children with a variety of needs.
(47) Hoosier Hills PACT
35 N Public Square
Salem,IN47167 		23-7351004 501(C)(3) 12,514       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.
(48) Hope Southern Indiana
702 E Market Street
New Albany,IN47150 		35-1128300 501(C)(3) 196,979       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 Development Program that serves the tri-county area in Southern Indiana.
(49) Hosparus
2120 Newburg Rd 301
Louisville,KY40205 		61-0921718 501(C)(3) 108,701       Provides end-of-life care and bereavement services to the terminally ill and their families.
(50) House of Ruth Inc
607 E St Catherine St
Louisville,KY40203 		61-1231355 501(C)(3) 53,693       Provides housing and support services for individuals and families affected by HIV/AIDS.
(51) Jefferson County Public Schools
546 South First St
Louisville,KY40202 		61-6001316   25,000       "REACH" mentoring program
(52) Jewish Community of Louisville
3600 Dutchmans Lane
Louisville,KY40205 		61-0445859 501(C)(3) 206,917       Provides health-related activities, cultural and educational programs to the community at large, including at-risk individuals.
(53) Jewish Family and Career Services
3587 Dutchmans Lane
Louisville,KY40205 		61-0444704 501(C)(3) 270,052       Serves families and individuals facing emotional crises or seeking improvement in their lives.
(54) Kaboom
4301 Connecticut Avenue NW
Washington,DC20008 		52-1970904 501(C)(3) 10,000       Construction of a playground for children at a homeless shelter
(55) Kentucky Youth Advocates Inc
11001 Bluegrass Pkwy Ste 100
Louisville,KY40299 		61-0929390 501(C)(3) 175,703       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.
(56) Kids Center for Pediatric Therapies
982 Eastern Pkwy Box 6
Louisville,KY40217 		61-0492378 501(C)(3) 303,059       Provides early intervention for children with cerebral palsy, traumatic head injuries and other developmental disabilities.
(57) LaGrange Baptist Church
1139 Commerce Pkwy
LaGrange,KY40031 		61-0594847 501(C)(3) 20,000       Hope Health Clinic
(58) Legal Aid Society Inc
425 W Muhammad Ali Blvd
Louisville,KY40202 		61-0537626 501(C)(3) 219,378       Offers legal advice and representation to clients who meet poverty guidelines.
(59) Lifespan Resources Inc
PO Box 995
New Albany,IN47151 		35-1306887 501(C)(3) 57,403       Provides a service network enabling older adults and the disabled to remain independent.
(60) Louisville Central Community Ctrs
1300 W Muhammad Ali Blvd
Louisville,KY40203 		61-0590743 501(C)(3) 504,348       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.
(61) Louisville Education & Employment Program
PO Box 34020
Louisville,KY40232 		61-6001316   92,688       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
(62) Louisville Metro Government
810 Barret Avenue
Louisville,KY40204 		32-0049006   50,240       Out of school time programs for youth.
(63) Louisville Urban League
1535 W Broadway
Louisville,KY40203 		61-0444771 501(C)(3) 347,557       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.
(64) Louisville Youth Group Inc
PO Box 406764
Louisville,KY40204 		61-1340329 501(C)(3) 6,650       Out of school time programs for youth.
(65) Louisville Asset Building Coalition
334 East Broadway
Louisville,KY40202 		61-0444680 501(C)(3) 34,822       Help people live better lives today and have brighter futures tomorrow by increasing the financial stability of families
(66) Maryhurst Inc
1015 Dorsey Lane
Louisville,KY40223 		31-1542209 501(C)(3) 256,084       Offers treatment programs for emotionally disabled children who have been neglected, abandoned or abused.
(67) Multi Purpose CAA
PO Box 305
Shelbyville,KY40065 		61-0867061 501(C)(3) 43,879       Provides numerous services to the elderly, mentally retarded and others in need.
(68) National Kidney Foundation of Kentucky
250 East Liberty St 710
Louisville,KY40202 		61-0673518 501(C)(3) 12,153       Provides a range of screening, patient assistance and educational programs.
(69) Neighborhood House
201 N 25th Street
Louisville,KY40212 		61-0445842 501(C)(3) 221,873       Provides services which enhance the quality of life for individuals of all ages in the Portland area.
(70) New Directions Housing Corp
1000 E Liberty Street
Louisville,KY40204 		61-0715630 501(C)(3) 140,116       Provides housing and support services for children and single-parent homeless families.
(71) Oldham County 4-H Council Inc
1815 North Highway 393
LaGrange,KY40031 		61-1048682 501(C)(3) 14,575       Provides opportunities for Oldham County youth to learn leadership, citizenship & life skills.
(72) Operation Care Inc
PO Box 1393
Shelbyville,KY40066 		61-1211189 501(C)(3) 53,118       Offers women and children emergency assistance, including shelter, food, clothing and medical attention.
(73) Options Unlimited
205 Castlerock Drive
Shepherdsville,KY40165 		61-1127409 501(C)(3) 6,783       Student transition/employment programs
(74) Our Lady of Lourdes
508 Breckenridge Ln
Louisville,KY40207 		80-0548593 501(C)(3) 5,479       Donor designation
(75) Our Place Drug & Alcohol Education Services Inc
PO Box 8
Mount St Francis,IN47146 		31-1202976 501(C)(3) 45,507       Offers a variety of prevention, intervention and education services for youth, adults and family.
(76) Personal Counseling Services
1205 Applegate Lane
Clarksville,IN47129 		31-0919635 501(C)(3) 34,754       Offers counseling and therapy to individuals, couples and families both on- and off-site.
(77) Plymouth Community Renewal Center Inc
1626 West Chestnut ST
Louisville,KY40203 		31-1064465 501(C)(3) 5,850       Out of school time programs for youth.
(78) Presbyterian Community Center
701 So Hancock St
Louisville,KY40203 		61-0444792 501(C)(3) 239,844       Provides preschool child development services, social services, recreation, health and community development programs in Smoketown, Shelby Park and Phoenix Hill.
(79) Rauch Inc
845 Park Place
New Albany,IN47150 		35-1011521 501(C)(3) 72,873       Provides employment, therapy, day and other services for adults and children with disabilities and the disenfranchised.
(80) Region 10 Workforce Board Inc
1613 8th Street
Jeffersonville,IN47130 		20-4981068   60,000       Out of school time programs for youth.
(81) Salvation Army Louisville
216 W Chestnut Street
Louisville,KY40202 		58-0660607 501(C)(3) 230,417       Provides shelter, food, clothing and other essential services to families in need.
(82) Salvation Army Southern Indiana
2300 Green Valley Rd
New Albany,IN47151 		58-0660607 501(C)(3) 157,007       Supports self-sufficiency and long-range stability through case management in emergency financial assistance.
(83) Seven Counties Services
101 W Muhammad Ali Blvd
Louisville,KY40203 		31-0939757 501(C)(3) 130,034       A 24-hour telephone hotline providing suicide prevention and intervention, crisis counseling, and information and referral to health and human services.
(84) Shepherd's Shelter Inc
445 Highway 44 East Suite 7
Shepherdsville,KY40165 		35-2160430 501(C)(3) 7,800       Emergency shelter and/or one month rental assistance vouchers.
(85) Shively Baptist Church
1599 Sadie Lane
Louisville,KY40216 		61-0561851 501(C)(3) 8,329       Donor designation
(86) So Indiana Asset Building Coalition
405 East Court ave
Jeffersonville,IN47131 		26-1415254 501(C)(3) 29,000       Help children live better lives today and have brighter futures tomorrow by increasing the financial stability of their family
(87) South Dixie Community Development Council
9222 Pensive Lane
Louisville,KY40272 		61-0728770 501(C)(3) 30,089       Provides summer educational programs at Watson Lane Elementary for underprivileged youth in Southwest Louisville.
(88) Southeast Christian Church
920 Blankenbaker Rd
Louisville,KY40243 		61-0850307 501(C)(3) 25,630       Donor designation
(89) St Aloysius School
122 Mt Mercy Dr
Pee Wee Valley,KY40056 		61-0448558 501(C)(3) 11,224       Donor designation
(90) St Anthony Community Outreach Center
2234 West Market Street
Louisville,KY40212 		61-1256668 501(C)(3) 7,000       Out of school time programs for youth.
(91) St Benedict Center
946 S 25th Street
Louisville,KY40210 		61-0719980 501(C)(3) 100,682       Serves children (6 weeks-12 years) through a variety of programs, including after-school and summer programs.
(92) St George Community Center
1205 South 26th Street
Louisville,KY40210 		61-0651560 501(C)(3) 10,500       Out of school time programs for youth.
(93) St Thomas Episcopal Church
9616 Westport Rd
Louisville,KY40241 		61-0506874 501(C)(3) 9,933       Donor designation
(94) Sunnyside Assembly of God
3200 Holman Lane
Jeffersonville,IN47130 		35-1607521 501(C)(3) 5,029       Donor designation
(95) The Arthur S Kling Center Inc
219 West Ormsby Ave
Louisville,KY40203 		31-0993739 501(C)(3) 68,909       A senior center that serves older adults both directly and through links to other providers.
(96) The Caring Place
PO Box 945
Lebanon,KY40033 		61-1242828 501(C)(3) 20,000       Provides family crisis services
(97) The Kentucky Out Of School Alliance
100 Alpine Drive
Shelbyville,KY40066 		61-0904744   10,000       Develop quality standards for out of school programs
(98) Tri-County Community Action Agency
1015 Dispatchers Way
LaGrange,KY40031 		61-0856637 501(C)(3) 36,356       Serves elderly and low-income people in Oldham County; provides adult day care, meal delivery and other services.
(99) United Way of Sarasota County
1445 Second St
Sarasota,FL34236 		59-0737866 501(C)(3) 12,500       Donor designation
(100) Uspiritus Inc
2125 Goldsmith Lane
Louisville,KY40218 		61-0471572 501(C)(3) 86,303       Provides residential and outpatient treatment for children and youth with emotional disabilities.
(101) Visually Impaired Preschool Services Inc
1906 Goldsmith Lane
Louisville,KY40218 		61-1061973 501(C)(3) 86,782       Provides early educational services to children (birth to school age) who are blind or visually impaired.
(102) Volunteers of America of Kentucky Inc
933 Goss Avenue
Louisville,KY40217 		61-0480950 501(C)(3) 15,037       providing local human service programs and the opportunity for individual and community involvement
(103) Wellspring
PO Box 1927
Louisville,KY40201 		31-1020023 501(C)(3) 100,769       Promotes the recovery of people with psychiatric disabilities; provides supportive housing with rehabilitation.
(104) Wesley House Community Services
5114 Preston Highway
Louisville,KY40213 		61-0449663 501(C)(3) 171,073       Offers childcare, youth services, computer education, a gently used clothing store and volunteer income tax assistance.
(105) YMCA of Greater Louisville Inc
545 South 2nd Street
Louisville,KY40202 		61-0444843 501(C)(3) 596,397       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.
(106) YMCA of Southern Indiana Inc
PO Box 1525
Clarksville,IN47131 		31-1183203 501(C)(3) 69,435       Provides developmental childcare to infants through school-age children and support services to at-risk girls ages 7-18.
(107) Zoom Group
410 West Chestnut St 900
Louisville,KY40202 		61-1101882 501(C)(3) 56,029       Provides vocational support for adults with mental retardation through employment and day programs.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
107
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Assistance for survivors of the tornado that hit Southern Indiana residents on March 2, 2012. 161 882,034 219,312 Fair market value In-kind medical assistance, furniture and appliances, building, repairing and donation of new homes (inculding mobile homes), tools, counselling and donation of land.
(2) Construction of ramps for homes with disabled residents. 23 28,140      










Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
SchI_P01_S00_L02 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 thier 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, Grants were also made as "specific assistance to individuals" this year to survivors of the tornado that struck Southern Indiana on March 2, 2012. All grants are approved by a committee of community volunteers. Metro United Way, as fiscal sponsor for funds directed to it for the recovery effort, delegated authority to the committee to determine eligibility and to recommend expenditures to be made on behalf of the eligible survivors. The actual expenditure of funds and recordkeeping are performed by Metro United Way.
Schedule I (Form 990) 2012


Additional Data


Software ID: 12000197
Software Version: v1.00


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
METRO UNITED WAY INC
 
Employer identification number

61-0444680
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Jennifer AdrioExecutive Vice President (i)
(ii)		 127,401
0 		0
0 		1,020
0 		36,073
0 		5,706
0 		170,200
0 		0
0
(2)Phillip BondVice President and CFO (i)
(ii)		 112,955
0 		0
0 		2,297
0 		44,117
0 		6,495
0 		165,864
0 		0
0
(3)Joseph P TolanPresident, CEO and Board Secretary (i)
(ii)		 204,904
0 		0
0 		10,374
0 		38,463
0 		8,238
0 		261,979
0 		0
0
(4)Gilbert BetzChief Strategic Officer (i)
(ii)		 104,090
0 		0
0 		8,670
0 		20,672
0 		7,275
0 		140,707
0 		0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
SchJ_P02_S00_L00 Schedule J, Part II The majority of the amounts in Column (C) were not cash outlays in 2012. These amounts represent the increase in the actuarial estimate of total furure retirement payments over the lives of these employees. This actuarial estimate is based on participation in Metro United Way's defined benefit retirement plan by these employees. The same methodology is used to calculate benefits for all participants.
Schedule J (Form 990) 2012

Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
METRO UNITED WAY INC
 
Employer identification number

61-0444680
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 151 544,142 Fair market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
SchM_P01_S00_L00 Schedule M, Part I Some donors contribute publicly traded stock to the Metro United Way campaign. 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.
SchM_P01_S00_L32b Schedule M, Part I, Line 32b Metro United Way uses J.J.B. Hilliard, W.I. Lyons, LLC and Computershare Trust Company, N.A. to sell its donated stock.
Schedule M (Form 990) (2012)
Additional Data


Software ID: 12000197
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
METRO UNITED WAY INC
 
Employer identification number

61-0444680
Identifier Return Reference Explanation
F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b This 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 and Administration Committee on behalf of the Board of Directors. A copy of the Form 990 is also provided to every member of the Board of Directors prior to filing with the IRS.
F990_P06_S0B_L12c 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 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 Chief Executive Officer. The Chief Executive Officer must receive permission from the Chair of the Metro United Way Board of Directors to serve on such boards or committees.
F990_P06_S0B_L15 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.
F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Metro United Way makes its governing documents, conflict of interest policy and financial statements available to the public upon request.
F990_P11_S00_L09 Form 990, Part XI, Line 9 Part XI, Line 8: Pension related changes other than net periodic pension expense. This represents the "Net Effect of Adoption of Recognition Provisions of FAS 158".
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000197
Software Version: v1.00