Financials & Policies

Financials & Policies

As part of our commitment to community excellence and measurable impact, our work is guided by United Way of America’s Standards of Excellence. Developed in conjunction United Way executives, staff and volunteers throughout the country, the standards are designed to enhance the effectiveness of the 1,350 United Way affiliates through shared best practices and benchmarks.

Financial Documents

Our Board of Directors oversees the management of United Way of the Bay Area. Our Board and Finance Committee, comprised of volunteers, review and approve our annual budget and financial statements, which include campaign fundraising results, community investments and operating expenses. Our financial statements are audited annually by a nationally recognized accounting firm, which certifies that its financial statements are in full compliance with generally accepted accounting principles (GAAP). View our documents in the right column of this page.

United Way at Work

“I belong to the West Oakland community group, a part of The Family Independence Initiative, designed to encourage its members to become more financially stable and self-sufficient. That’s where I found out about Individual Development Accounts.

“Through the IDA matched savings plan, I was able to invest in my own home business. With the money from the IDA, I bought the materials like jars, labels, shea butter, and essential oils that I use to make the products that I currently sell. The business is starting to flourish, and I’m starting to save to buy a house for my family. The IDA program has been great for us, it really, really has. Thank you!”

-Ahsabi Burris, owner of Ibeji Natural Body Care (INFC), Alameda County