United Way of Boone County is committed to high standards of accountability and transparency. We take our role as a trusted community leader very seriously.

United Way of Boone County is 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 which include the following:

  • Be tax-exempt 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.
  • United Way of Boone County must file the IRS Form 990 annually in a timely manner.
  • Comply with all other applicable legal local, state, and federal operating and reporting requirements (e.g., nondiscrimination, Sarbanes-Oxley Act, USA Patriot Act).
  • Have an active, responsible and voluntary governing body, which ensures effective governance over the policies and financial resources of the organization.
  • Adhere to a locally developed and adopted statement to ensure volunteers and staff broadly reflects the diversity of the community it serves.
  • Support the United Way system by providing financial support to United Way Worldwide according to the membership investment formula.
  • Adhere to a locally developed and adopted code of ethics for volunteers and staff which include provisions for ethical management, publicity, fundraising practices and full and fair disclosure.
  • Undergo an annual audit conducted by an independent certified public accountant whose examination complies with generally accepted auditing standards and GAAP.
  • Conduct every three years a volunteer-led self-assessment of its community impact work, financial management, and organizational governance and decision making.
  • Annually submit 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.
  • Biennially submit to United Way Worldwide a report on United Way income and expenses.

Financial Information

Form 990 is the Internal Revenue Service (IRS)’s designation for the tax return that most public charities are required by law to submit annually. This form is used by the IRS to assess the non-profit organization for its compliance with tax. Information contained in the form includes a summary of the organization’s activities, assets, receipts, expenditures, and compensation of directors, officers, and certain employees.