METRO UNITED WAY INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1917

Legal Domicile

Principal Officer

Adria Johnson

Phone

5025832821

Tax Period

2024-05-01 to 2025-04-30

METRO UNITED WAY INC, founded in 1917, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $16.9M in total revenue in fiscal year 2024. Expenses of $16.3M left a modest 3% surplus.

Mission

Metro United Way's mission is to improve lives and our community by engaging people to give, advocate, and volunteer.

Program Service Accomplishments

Program 1

Expenses: $5,922,054 Revenue: $0

THRIVING KIDS: More than 800 children were screened through our developmental screening hub that equips families with resources, provides referrals, and distributes books and activities. Over two...

THRIVING KIDS: More than 800 children were screened through our developmental screening hub that equips families with resources, provides referrals, and distributes books and activities. Over two hundred beds were built by volunteers and given to students who did not have a bed to call their own. Thousands of young people were impacted through our youth success network. Several thousand diapers were collected, impact kits were created and distributed to Metro United Way partners. Over 40,000 books were distributed throughout our more than 40 Little Free Library network.

Program 2

Expenses: $3,344,332 Revenue: $0

STRONG HOUSEHOLDS: Approximately 250 individuals participated in workforce coaching. Approximately 22,000 individuals were connected to resources in our community through our 211 helpline. Several...

STRONG HOUSEHOLDS: Approximately 250 individuals participated in workforce coaching. Approximately 22,000 individuals were connected to resources in our community through our 211 helpline. Several households in Southern Indiana were helped through the home ownership process. Over 500 households were helped with housing or rental assistance. MUW continued to assist families, helping them to avoid utility interruption. Approximately 65,000 people were supplied with food.

Program 3

Expenses: $863,464 Revenue: $0

EQUITABLE COMMUNITY: Over 160 scholarships provided to young men. Several nonprofit organizations participated in MUW's Black Love Philanthropic Partnership. MUW continued its very successful Beyond Buzzwords speaker series as well as its racial wealth gap simulations which has been well received by both individuals and corporations.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $15,339,417

Program Service Revenue $31,639

Investment Income $1,459,606

Other Revenue $26,240

TOTAL REVENUE $16,856,902

Expense Breakdown

Grants Paid $5,407,472

Salaries & Benefits $6,345,749

Fundraising Expenses $3,420,721

Program Expenses $10,932,499

Other Expenses $4,567,612

TOTAL EXPENSES $16,320,833

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,856,902	$15,692,029	+0.1%
Expenses	$16,320,833	$17,276,881	-0.1%
Net Income	$536,069	$-1,584,852	-1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

5023

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adria Johnson	President, CEO, and Board Secretary	50		$266,844	$21,844	$288,688
Phillip Bond	Chief Financial Officer	50		$151,819	$40,126	$191,945
Melony Murphy	Chief Brand Officer	50	Highest	$116,778	$48,881	$165,659
Robert Gunn	Chief Equity and Impact Officer	50	Highest	$141,139	$21,830	$162,969
Joanna Erny	Chief of Staff	50	Highest	$124,110	$16,837	$140,947
Jeremy Jarvi	Chief Development Officer	50	Highest	$118,627	$20,478	$139,105
Sarah McQuillen	Chief Policy Officer	50	Highest	$119,496	$13,497	$132,993
Tracy L Barber	Director	0.5	Director	$0	$0	$0
Lonnie E Bellar	Director	0.5	Director	$0	$0	$0
Lynda D Bolt-Jones	Director	0.5	Director	$0	$0	$0
Anya P Bond-Beckley	Director	0.5	Director	$0	$0	$0
Lisa A Bottorff	Director	0.5	Director	$0	$0	$0
Patricia Carver	Director	0.5	Director	$0	$0	$0
Karen M Cost PhD	Director	0.5	Director	$0	$0	$0
Patrick J Coty	Director	0.5	Director	$0	$0	$0
Douglas Craddock Jr	Director	0.5	Director	$0	$0	$0
Sam Draut	Director	0.5	Director	$0	$0	$0
Ashley N Duncan	Board Chair	1	Director	$0	$0	$0
Kevin N Troy Fowler	Director	0.5	Director	$0	$0	$0
Mathew Gibson	Director	0.5	Director	$0	$0	$0
Keith Hamilton	Director	0.5	Director	$0	$0	$0
Natalie H Harris	Director	0.5	Director	$0	$0	$0
Jerry Henderson	Director	0.5	Director	$0	$0	$0
Erin Herbert	Director	0.5	Director	$0	$0	$0
William H Hollander	Director	0.5	Director	$0	$0	$0
Larry W Horn Jr	Director	0.5	Director	$0	$0	$0
Kristel Jensen	Director	0.5	Director	$0	$0	$0
Aimee M Jewell	Director	0.5	Director	$0	$0	$0
Josh Aaron Kornberg	Director	0.5	Director	$0	$0	$0
Stephen M Lukinovich	Director	0.5	Director	$0	$0	$0
Jennifer Nachreiner	Director	0.5	Director	$0	$0	$0
Ashwin Netto	Director	0.5	Director	$0	$0	$0
Crystal L Peterson	Director	0.5	Director	$0	$0	$0
Judith Nell Petty	Director	0.5	Director	$0	$0	$0
Valecia A Quinn	Director	0.5	Director	$0	$0	$0
Tanelle Sawyer	Director	0.5	Director	$0	$0	$0
Kelly W Schulz	Director	0.5	Director	$0	$0	$0
Maddie Shepard	Director	0.5	Director	$0	$0	$0
William D Stout	Treasurer	1	Director	$0	$0	$0
Thomas Wallace	Director	0.5	Director	$0	$0	$0
Sydney R Whitlock	Director	0.5	Director	$0	$0	$0
Kristen M Williams	Director	0.5	Director	$0	$0	$0
Suzanne Wright	Director	0.5	Director	$0	$0	$0
Nicole Yates	Director	0.5	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$16,856,902	$16,320,833	$46,430,013	$536,069
2024	$15,692,029	$17,276,881	$44,673,097	$-1,584,852
2023	$16,153,529	$21,197,284	$47,408,698	$-5,043,755
2022	$25,773,108	$29,917,679	$52,656,581	$-4,144,571
2021	$49,201,469	$27,119,201	$59,596,828	$22,082,268
2020	$24,309,695	$23,128,349	$32,586,000	$1,181,346
2019	$28,207,787	$27,402,105	$32,747,496	$805,682
2018	$33,562,534	$24,757,475	$32,356,971	$8,805,059