METRO UNITED WAY, INC.

Company Details

Name:	METRO UNITED WAY, INC.
Legal type:	Kentucky Corporation
Status:	Active
Standing:	Good
Profit or Non-Profit:	Non-profit
File Date:	26 Dec 1923 (101 years ago)
Organization Date:	26 Dec 1923 (101 years ago)
Last Annual Report:	09 Aug 2024 (8 months ago)
Organization Number:	0035229
Industry:	Miscellaneous Services
Number of Employees:	Medium (20-99)
Principal Office:	P. O. BOX 4488, LOUISVILLE, KY 402040488
Place of Formation:	KENTUCKY

Unique Entity ID

Expiration Date

Physical Address

Mailing Address

D9LJJVCES467

2025-02-04

334 E BROADWAY, LOUISVILLE, KY, 40202, 1739, USA

Business Information

URL	http://www.metrounitedway.org
Division Name	METRO UNITED WAY
Congressional District	03
State/Country of Incorporation	KY, USA
Activation Date	2024-02-07
Initial Registration Date	2002-03-26
Entity Start Date	1923-12-26
Fiscal Year End Close Date	Apr 30

Points of Contacts

Electronic Business
Title	PRIMARY POC
Name	MELLISSA E YEAGLE
Role	DIRECTOR OF GRANT DEVELOPMENT
Address	334 EAST BROADWAY, LOUISVILLE, KY, 40202, 1739, USA

Title	ALTERNATE POC
Name	LISA BREIT
Address	334 EAST BROADWAY, PO BOX 4488, LOUISVILLE, KY, 40204, 0488, USA

Government Business
Title	PRIMARY POC
Name	MELLISSA E YEAGLE
Role	DIRECTOR OF GRANT DEVELOPMENT
Address	334 EAST BROADWAY, LOUISVILLE, KY, 40202, 1739, USA

Past Performance	Information not Available

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

403(B) THRIFT PLAN OF METRO UNITED WAY,INC.

2022

610444680

2023-10-14

METRO UNITED WAY, INC.

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of

Role	Plan administrator
Date	2023-10-13
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2023-10-13
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

403(B) THRIFT PLAN OF METRO UNITED WAY, INC.

2021

610444680

2022-10-12

METRO UNITED WAY, INC.

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of

Role	Plan administrator
Date	2022-10-11
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2022-10-11
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

EMPLOYEE BENEFITS PLAN OF METRO UNITED WAY, INC.

2021

610444680

2022-10-17

METRO UNITED WAY, INC.

161

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1979-09-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address	334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year

Active participants	37
Retired or separated participants receiving benefits	44
Other retired or separated participants entitled to future benefits	71
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	6
Number of participants with account balances as of the end of the plan year	110
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	0

Signature of

Role	Plan administrator
Date	2022-10-16
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2022-10-16
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

403(B) THRIFT PLAN OF METRO UNITED WAY, INC.

2020

610444680

2021-10-15

METRO UNITED WAY, INC.

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	PO BOX 4488, LOUISVILLE, KY, 402040488

Plan administrator’s name and address

Administrator’s EIN	610444680
Plan administrator’s name	METRO UNITED WAY, INC.
Plan administrator’s address	PO BOX 4488, LOUISVILLE, KY, 402040488
Administrator’s telephone number	5022926121

Signature of

Role	Plan administrator
Date	2021-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2021-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

EMPLOYEE BENFITS PLAN OF METRO UNITED WAY, INC.

2020

610444680

2021-10-15

METRO UNITED WAY, INC.

163

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1979-09-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address	334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year

Active participants	44
Retired or separated participants receiving benefits	39
Other retired or separated participants entitled to future benefits	71
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	7
Number of participants with account balances as of the end of the plan year	118
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	1

Signature of

Role	Plan administrator
Date	2021-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2021-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

403(B) THRIFT PLAN OF METRO UNITED WAY, INC.

2019

610444680

2020-10-12

METRO UNITED WAY, INC.

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of

Role	Plan administrator
Date	2020-09-16
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2020-09-16
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

EMPLOYEE BENEFITS PLAN OF METRO UNITED WAY, INC.

2019

610444680

2020-10-13

METRO UNITED WAY, INC.

167

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1979-09-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address	334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year

Active participants	49
Retired or separated participants receiving benefits	33
Other retired or separated participants entitled to future benefits	76
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	5
Number of participants with account balances as of the end of the plan year	126
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	0

Signature of

Role	Plan administrator
Date	2020-10-13
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2020-10-13
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

403(B) THRIFT PLAN OF METRO UNITED WAY, INC.

2018

610444680

2019-10-15

METRO UNITED WAY, INC.

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of

Role	Plan administrator
Date	2019-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2019-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

EMPLOYEE BENEFITS PLAN OF METRO UNITED WAY, INC.

2018

610444680

2019-10-15

METRO UNITED WAY, INC.

167

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	1979-09-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address	334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year

Active participants	54
Retired or separated participants receiving benefits	30
Other retired or separated participants entitled to future benefits	80
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	3
Number of participants with account balances as of the end of the plan year	134
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2

Signature of

Role	Plan administrator
Date	2019-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2019-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

403(B) THRIFT PLAN OF METRO UNITED WAY, INC.

2017

610444680

2018-10-15

METRO UNITED WAY, INC.

File	View Page
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of

Role	Plan administrator
Date	2018-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2018-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2018/10/15/20181015145640P030269540481001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1979-09-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address	334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year

Active participants	64
Retired or separated participants receiving benefits	28
Other retired or separated participants entitled to future benefits	72
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	3
Number of participants with account balances as of the end of the plan year	136
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	3

Signature of

Role	Plan administrator
Date	2018-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2018-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/16/20171016155748P040210073703001.pdf
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of

Role	Plan administrator
Date	2017-10-16
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2017-10-16
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/16/20171016155558P040172371341001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1979-09-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address	334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year

Active participants	64
Retired or separated participants receiving benefits	23
Other retired or separated participants entitled to future benefits	77
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	3
Number of participants with account balances as of the end of the plan year	141
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	4

Signature of

Role	Plan administrator
Date	2017-10-16
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2017-10-16
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/17/20161017115600P030033252001001.pdf
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	PO BOX 4488, LOUISVILLE, KY, 402040488

Signature of

Role	Plan administrator
Date	2016-10-17
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2016-10-17
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2016/10/17/20161017115538P030020114301001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1979-09-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E BROADWAY, LOUISVILLE, KY, 402021739
Plan sponsor’s address	334 E BROADWAY, LOUISVILLE, KY, 402021739

Number of participants as of the end of the plan year

Active participants	65
Retired or separated participants receiving benefits	21
Other retired or separated participants entitled to future benefits	75
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	4
Number of participants with account balances as of the end of the plan year	141
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	4

Signature of

Role	Plan administrator
Date	2016-10-17
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2016-10-17
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/15/20151015121756P040046520327001.pdf
Three-digit plan number (PN)	003
Effective date of plan	1982-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	P.O. BOX 4488, LOUISVILLE, KY, 40204

Signature of

Role	Plan administrator
Date	2015-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2015-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/15/20151015094915P040050650465001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1979-09-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year

Active participants	61
Retired or separated participants receiving benefits	19
Other retired or separated participants entitled to future benefits	75
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	3
Number of participants with account balances as of the end of the plan year	136
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	4

Signature of

Role	Plan administrator
Date	2015-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2015-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/15/20141015122415P040021046221001.pdf
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	P.O. BOX 4488, LOUISVILLE, KY, 40204

Signature of

Role	Plan administrator
Date	2014-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2014-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/15/20141015122447P040052395505001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1970-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year

Active participants	63
Retired or separated participants receiving benefits	15
Other retired or separated participants entitled to future benefits	73
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	0
Number of participants with account balances as of the end of the plan year	136
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	3

Signature of

Role	Plan administrator
Date	2014-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2014-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2013/12/04/20131204155629P040129207569001.pdf
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	P.O. BOX 4488, LOUISVILLE, KY, 40204

Signature of

Role	Plan administrator
Date	2013-12-04
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2013-12-04
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Plan sponsor’s address	P.O. BOX 4488, LOUISVILLE, KY, 40204

Signature of

Role	Plan administrator
Date	2013-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2013-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/15/20131015080642P040038932499001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1970-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202

Number of participants as of the end of the plan year

Active participants	62
Retired or separated participants receiving benefits	9
Other retired or separated participants entitled to future benefits	76
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	7

Signature of

Role	Plan administrator
Date	2013-10-14
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Role	Employer/plan sponsor
Date	2013-10-14
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/15/20121015144117P030001598083001.pdf
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	P.O.BOX 4488, LOUISVILLE, KY, 40204

Plan administrator’s name and address

Administrator’s EIN	610444680
Plan administrator’s name	METRO UNITED WAY, INC.
Plan administrator’s address	P.O.BOX 4488, LOUISVILLE, KY, 40204
Administrator’s telephone number	5022926121

Signature of

Role	Plan administrator
Date	2012-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/15/20121015100524P030016664786001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1970-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202

Plan administrator’s name and address

Administrator’s EIN	610444680
Plan administrator’s name	EMPLOYEE BENEFITS PLAN OF METRO UNITED WAY, INC.
Plan administrator’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Administrator’s telephone number	5022926121

Number of participants as of the end of the plan year

Active participants	62
Retired or separated participants receiving benefits	9
Other retired or separated participants entitled to future benefits	76
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	7

Signature of

Role	Plan administrator
Date	2012-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/17/20111017121518P040154844241001.pdf
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	P.O. BOX 4488, LOUISVILLE, KY, 40204

Plan administrator’s name and address

Administrator’s EIN	610444680
Plan administrator’s name	METRO UNITED WAY, INC.
Plan administrator’s address	P.O. BOX 4488, LOUISVILLE, KY, 40204
Administrator’s telephone number	5022926121

Signature of

Role	Plan administrator
Date	2011-10-17
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/15/20101015145727P040011350626001.pdf
Three-digit plan number (PN)	003
Effective date of plan	1992-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s address	P.O. BOX 4488, LOUISVILLE, KY, 40204

Plan administrator’s name and address

Administrator’s EIN	610444680
Plan administrator’s name	METRO UNITED WAY, INC.
Plan administrator’s address	P.O. BOX 4488, LOUISVILLE, KY, 40204
Administrator’s telephone number	5022926121

Signature of

Role	Plan administrator
Date	2010-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/15/20101015145123P030029357169001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1970-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202

Plan administrator’s name and address

Administrator’s EIN	610444680
Plan administrator’s name	METRO UNITED WAY, INC.
Plan administrator’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Administrator’s telephone number	5022926121

Number of participants as of the end of the plan year

Active participants	62
Retired or separated participants receiving benefits	6
Other retired or separated participants entitled to future benefits	75
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	4

Signature of

Role	Plan administrator
Date	2010-10-15
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

File	https://efast2-filings-public.s3.amazonaws.com/prd/2010/10/06/20101006204708P030012122065001.pdf
Three-digit plan number (PN)	001
Effective date of plan	1970-03-01
Business code	813000
Sponsor’s telephone number	5022926121
Plan sponsor’s mailing address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Plan sponsor’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202

Plan administrator’s name and address

Administrator’s EIN	610444680
Plan administrator’s name	METRO UNITED WAY, INC.
Plan administrator’s address	334 E. BROADWAY, LOUISVILLE, KY, 40202
Administrator’s telephone number	5022926121

Number of participants as of the end of the plan year

Active participants	57
Retired or separated participants receiving benefits	3
Other retired or separated participants entitled to future benefits	74
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits	1
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	6

Signature of

Role	Plan administrator
Date	2010-10-06
Name of individual signing	PHILLIP BOND
Valid signature	Filed with authorized/valid electronic signature

Director

Name	Role
ANNETTE B. COWLES	Director
ARTHUR D. ALLEN	Director
Mark Eddy	Director
Henry Erk	Director
F. H. GREGG	Director
JOSEPH D. BURGE	Director
MARY E. SPRADLING	Director
Elaine Gravette	Director

President

Name	Role
Ashley Duncan	President

Incorporator

Name	Role
EMBRY L. SWEARINGEN	Incorporator
HUSTON TWIN	Incorporator
W. M. HANNAH	Incorporator

Registered Agent

Name	Role
ADRIA JOHNSON	Registered Agent

Secretary

Name	Role
Adria Johnson	Secretary

Treasurer

Name	Role
Patricia Carver	Treasurer

Former Company Names

Name	Action
THE COMMUNITY CHEST OF JEFFERSON COUNTY, KENTUCKY	Old Name
METRO UNITED WAY OF LOUISVILLE AND JEFFERSON COUNTY, NEW ALBANY AND FLOYD COUNTY, INC.	Old Name
THE UNITED WAY OF LOUISVILLE AND JEFFERSON COUNTY, INC.	Old Name
THE COMMUNITY CHEST OF LOUISVILLE AND JEFFERSON COUNTY, KENTUCKY	Old Name

Assumed Names

Name	Status	Expiration Date
METRO UNITED WAY OF BULLITT COUNTY	Inactive	2011-04-02
METRO UNITED WAY OF OLDHAM COUNTY	Inactive	2011-04-02
METRO UNITED WAY OF SPENCER COUNTY	Inactive	2011-04-02
METRO UNITED WAY OF SHELBY COUNTY	Inactive	2011-04-02
METRO UNITED WAY OF HARDIN COUNTY	Inactive	2006-04-02

Filings

Name	File Date
Annual Report	2024-08-09
Annual Report	2023-06-30
Registered Agent name/address change	2022-06-27
Annual Report	2022-06-27
Annual Report	2021-07-06
Annual Report	2020-06-26
Annual Report	2019-03-19
Annual Report	2018-06-07
Annual Report	2017-06-02
Registered Agent name/address change	2017-06-02
Annual Report Amendment	2016-11-18
Annual Report	2016-04-26
Annual Report	2015-04-01
Annual Report	2014-03-27
Annual Report	2013-01-08
Annual Report	2012-03-14
Annual Report	2011-05-18
Annual Report	2010-03-12
Annual Report	2009-06-08
Annual Report	2008-06-19

USAspending Awards. Financial Assistance

FAIN

Awarding Agency

Assistance Listings

Start Date

End Date

Description

T11028

Department of the Treasury

21.006 - TAX COUNSELING FOR THE ELDERLY

2010-10-01

2011-09-30

LOUISVILLE ASSET BUILDING COALITION TAX COUNSELING FOR THE ELDERLY PROGRAM

Recipient	METRO UNITED WAY
Recipient Name Raw	METRO UNITED WAY
Recipient UEI	D9LJJVCES467
Recipient DUNS	082385659
Recipient Address	334 EAST BROADWAY STREET, LOUISVILLE, JEFFERSON, KENTUCKY, 40202-1751, UNITED STATES
Obligated Amount	43913.00
Non-Federal Funding	0.00
Original Subsidy Cost	0.00
Face Value of Direct Loan	0.00
Link	View Page

V11199

Department of the Treasury

21.009 - VOLUNTEER INCOME TAX ASSISTANCE (VITA) MATCHING GRANT PROGRAM

2010-07-01

2011-06-30

LOUISVILLE ASSET BUILDING COALITION VITA PROGRAM

Recipient	METRO UNITED WAY
Recipient Name Raw	METRO UNITED WAY
Recipient UEI	D9LJJVCES467
Recipient DUNS	082385659
Recipient Address	334 EAST BROADWAY STREET, EAST BROADWAY STREET, LOUISVILLE, JEFFERSON, KENTUCKY, 40202-1751, UNITED STATES
Obligated Amount	75000.00
Non-Federal Funding	0.00
Original Subsidy Cost	0.00
Face Value of Direct Loan	0.00
Link	View Page

Tax Exempt

EIN

Type of Organization

Exempt Organization Status

Address

Ruling Date

61-0444680

Corporation

Unconditional Exemption

334 EAST BROADWAY, LOUISVILLE, KY, 40202-1739

1938-04

In Care of Name	-
Group Exemption Number	0000
Subsection	Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation	Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification	Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility	Contributions are deductible.
Foundation	Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period	2024-04
Asset	10,000,000 to 49,999,999
Income	10,000,000 to 49,999,999
Filing Requirement	990 (all other) or 990EZ return
PF Filing Requirement	No 990-PF return
Accounting Period	Apr
Asset Amount	44673097
Income Amount	31277388
Form 990 Revenue Amount	15692029
National Taxonomy of Exempt Entities	-
Sort Name	-

Publication 78 Data

Description	Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List	Yes
Deductibility	Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name	METRO UNITED WAY INC
EIN	61-0444680
Tax Period	202304
Filing Type	E
Return Type	990
File	View File

Organization Name	METRO UNITED WAY INC
EIN	61-0444680
Tax Period	202204
Filing Type	E
Return Type	990
File	View File

Organization Name	METRO UNITED WAY INC
EIN	61-0444680
Tax Period	202104
Filing Type	E
Return Type	990
File	View File

Organization Name	METRO UNITED WAY INC
EIN	61-0444680
Tax Period	202004
Filing Type	E
Return Type	990
File	View File

Organization Name	METRO UNITED WAY INC
EIN	61-0444680
Tax Period	201904
Filing Type	E
Return Type	990
File	View File

Organization Name	METRO UNITED WAY INC
EIN	61-0444680
Tax Period	201804
Filing Type	E
Return Type	990
File	View File

Organization Name	METRO UNITED WAY INC
EIN	61-0444680
Tax Period	201704
Filing Type	E
Return Type	990
File	View File

Organization Name	METRO UNITED WAY INC
EIN	61-0444680
Tax Period	201604
Filing Type	E
Return Type	990
File	View File

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

4284068704

2021-04-01

0457

PPS

334 E Broadway, Louisville, KY, 40202-1739

Loan Status Date	2021-12-17
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	1073500
Loan Approval Amount (current)	1073500
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27542
Servicing Lender Name	Republic Bank & Trust Company
Servicing Lender Address	601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator	U
Hubzone	Y
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Louisville, JEFFERSON, KY, 40202-1739
Project Congressional District	KY-03
Number of Employees	71
NAICS code	813319
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Non-Profit Organization
Originating Lender ID	27542
Originating Lender Name	Republic Bank & Trust Company
Originating Lender Address	LOUISVILLE, KY
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	1079851.54
Forgiveness Paid Date	2021-11-05

4332977106

2020-04-13

0457

PPP

334 E Broadway PO BOX 4488, LOUISVILLE, KY, 40204-0488

Loan Status Date	2020-12-17
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	1103800
Loan Approval Amount (current)	1103800
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	27542
Servicing Lender Name	Republic Bank & Trust Company
Servicing Lender Address	601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	LOUISVILLE, JEFFERSON, KY, 40204-0488
Project Congressional District	KY-03
Number of Employees	74
NAICS code	813319
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Non-Profit Organization
Originating Lender ID	27542
Originating Lender Name	Republic Bank & Trust Company
Originating Lender Address	LOUISVILLE, KY
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	1109932.22
Forgiveness Paid Date	2020-11-03

Sources: Kentucky Secretary of State

METRO UNITED WAY, INC.

Company Details

Unique Entity ID

form 5500

Director

President

Incorporator

Registered Agent

Secretary

Treasurer

Former Company Names

Assumed Names

Filings

USAspending Awards. Financial Assistance

Tax Exempt

Paycheck Protection Program

Related by officers

Related by address