Financials & Policies

As part of our commitment to community excellence and measurable impact, our work is guided by United Way’s Standards of Excellence. These 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).

IRS Form 990. Please note that these are very large files. To download the file right click on
the link and “Save As.”

Audited Financial Statements

Download the latest Annual Report

Articles of incorporation

United Way of the Bay Area Policies

Bylaws

Provided upon written request. Requests should be sent to our San Francisco headquarters and addressed to Ginny Nichols, Senior Director, Corporate Governance and Executive Assistant to the CEO. Our address is United Way of the Bay Area, ATTN: Ginny Nichols, 550 Kearny, Suite 1000, San Francisco, CA 94108.