Financial Information

Metro United way is dedicated to being accountable and transparent with our financial documents. Below are links to our most current financial records and documents.

If you require further information, please contact Phil Bond, Chief Financial Officer, at 502.292.6121 or phil.bond@metrounitedway.org.

Financial Information

Better Business Bureau

Metro United Way has met the Better Business Bureau's Wise Giving Alliance Standards. You can view the Better Business Bureau's report on Metro United Way at www.data.bbb.org.

Annual Financial Report

MUW 2015-16 Audited Financial Report

IRS 990 Form

View Metro United Way's 990

 

Fiscal Year 2015-2016:

2016_financials_AssetsLiabilities.png2016_Financials_RevenueAllocations.png

 

Accountability Checklist

Transparency

All supporters, partners and others have access to Metro United Way documents on our website, including:


 

Volunteer-Led Organizational Self-Assessment


Every three years, Metro United Way evaluates organizational performance by conducting a volunteer-led self-assessment. The last organizational self-assessment was conducted in 2013. Our complete audited financial statement can be found on Guidestar.

Does Metro United Way have an active Board of Directors comprised of citizen leaders that meets regularly?
YES
The Board is comprised of 36 local community leaders representing business, government and other sectors.

Does the Board of Directors review and approve the annual budget and monthly financial statements?
YES
The annual budget and monthly financial statements are approved by the Board following thorough review by the Finance Committee.

Does Metro United Way have a Finance Committee?
YES
The Finance Committee is comprised of financial and business experts.

Does the Board of Directors review and approve the annual independent audit report as well as the auditor's management letter comments?
YES
The annual audit is approved by the Board following thorough review by the Finance Committee and the Executive Committee.

Does the Board of Directors review its bylaws and governance documents at least once every three years?
YES

Does Metro United Way have additional oversight committees?
YES
Finance Committee, Human Resources Committee, Investment Committee and Community Impact Cabinet.

Does Metro United Way have ethics and conflict of interest policies?
YES
The Board members and staff are required to sign a Code of Ethics and a Conflict of Interest Statement annually.

Does Metro United Way adhere to an investment policy approved by the Board of Directors?
YES

Does Metro United Way have a diversity and inclusion policy?
YES (link)

Does Metro United Way have a "whistleblower" policy?
YES

Is the CEO's performance and compensation reviewed and approved?
YES
The Board Chair heads a five person committee that reviews the CEO's performance and recommends a salary adjustment. The full Board then approves the CEO's salary adjustment.

Is the senior management team's performance and compensation reviewed and approved?
YES
The CEO conducts annual performance appraisals of the senior management team. These appraisals, along with compensation levels of the senior management team, are reviewed and ratified by the CEO. The Board of Directors and Executive Committee approve the salary adjustment "pool" that is distributed to staff.

Does Metro United Way post its annual independent audit summary, annual IRS tax return (Form 990) and its current IRS tax exempt determination letter on its website?
YES
Available for download.

Has Metro United Way established written human resources, accounting, use of assets, pledge processing and internal control policies?
YES
All policies are systematically reviewed and updated.

Does Metro United Way have a written Donor Bill of Rights?
YES
A copy of the policy is available here.

Does Metro United Way prohibit providing donor information to third parties?
YES

Does Metro United Way have adequate insurance coverage?
YES

Does Metro United Way have a Board-approved business expense reimbursement policy?
YES

Does the Board or their delegates review and approve all funding decisions?
YES

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