United Way Non Profit Accountability and Transparency
Good Stewards Of Your Dollars
United Way of the Columbia-Willamette is committed to accountability and transparency.
We have a responsibility to our donors, partners, and the community itself to ensure that the dollars entrusted to us are invested in ways that will produce measurable results, and that we operate efficiently.
We also believe that setting standards for our local partners is critical in achieving our mission and success. Our investment strategy uses a volunteer-driven, competitive grant funding model that unites us with projects involving more than 150 business, government and nonprofit partners.
We share common goals related to understanding the needs of the community, identifying best practices, and collaborating to obtain results and increase our long term impact in the community.
We are an independent 501(c)(3) organization founded and governed by local volunteers to help people in our community.
We are also a member of United Way Worldwide and annually complete certification of strict membership requirements that include:
- Tax-Exempt status under Section 501(c)(3) of the Internal Revenue Code as well as corresponding provisions of other applicable state, local or foreign laws or regulations.
- Governance by an active, responsible, and local voluntary governing board that ensures effective governance over the policies and financial resources of the organization.
- Code of Ethics has been developed and adopted for all volunteers and staff that includes provisions for ethical management, publicity, fundraising practices and full and fair disclosure.
- Diversity and Inclusion policies/statements/practices have been adopted to ensure volunteers and staff broadly reflect the diversity of the four-county Portland/Vancouver metro area we serve.
- Financial Accountability as demonstrated through an annual financial audit conducted by an independent certified public accountant whose examination complies with generally accepted auditing standards and GAAP. Additionally, the organization maintains a finance committee which routinely reviews financial performance and accountability issues.
- Performance Excellence — every three years, United Ways conduct self-assessments of grant-funded projects' governance, financial management and impact in the community.
- Public Reporting and Disclosure each year by annually filing the IRS Form 990 in a timely manner and providing the IRS Form 990 on our website, at our office, or upon request. United Way of the Columbia-Willamette also submits to United Way Worldwide a report of the total resources generated (annual fundraising campaign plus other resources such as in-kind donations and proceeds from special events). This report must be completed according to a policy that ensures an accurate, unduplicated national accounting for the United Way system.
- Legal compliance with all applicable local, state and federal operating and reporting requirements (e.g., nondiscrimination, Sarbanes-Oxley Act, USA Patriot Act.)
- Support the United Way Network — United Way of the Columbia-Willamette pays an annual fee to United Way Worldwide according to the membership investment formula and follows standards to use United Way's trademarks.