Our Financials

About Us | Our Regions | Our Investments

In order to be completely transparent in its finances, and to be accountable to donors, United Way of Southwest Colorado is posting here its annual IRS Form 990 and Audit. The 990 is the form that nonprofit organizations are required to send to the IRS each year. While nonprofit organizations do not pay taxes as a tax exempt organization, each is required to report to the IRS on its income and expenses annually.

YYou can also download United Way’s audits, independently conducted by Clarke, White and Associates or Heidi Trainor CPA, for calendar years 2006 and 2007 and for fiscal years 2008-2009, 2009-2010 and 2010-2011.

	2010/2011 form 990			2010-2011 audit
	2009-2010 form 990			2009-2010 audit
	1/1/09 to 6/30/09 form 990			2008-2009 18 month audit
	2008 form 990			2007 audit
	2007 form 990			2006 audit
	2006 form 990
	2005 form 990
	2004 form 990
	2003 form 990

United Way’s overhead rate for the 12 month period from July 1, 2010 to June 30, 2011 was only 7.37% for workplace donors and those who make one-time gifts. Charity watchdog groups suggest that anything below 25% is appropriate for most nonprofit organizations. United Way of Southwest Colorado is proud to operate significantly below this level so that more of your donations go to our partner agencies.

United Way of Southwest Colorado takes very seriously its role as a steward of donations. United Way ’s goal is to use resources as wisely as possible to be able to put a higher percent of donations to the great nonprofit organization we partner with every year. To that end, United Way of Southwest Colorado has created an endowment fund, the Linda Bolen Memorial Endowment Fund, which one day will cover all overhead expenses. To learn more about this fund and how to support it, call the home office at 970-247-9444.