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Financial Statements

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 nonprofit organization for its compliance with tax laws. Information contained in the form includes a summary of the organization's activities, assets, receipts, expenditures, and compensation of directors, officers, and certain employees.

FY 16-17 Audited Financials

FY 16-17 Form 990

FY 15-16 Audited Financials

FY 15-16 Form 990

FY 14-15 Audited Financials

FY 14-15 Form 990

To request a copy of Audited Financials or a Form 990 from a year not listed, please contact Hilda Johnson, Chief Financial Officer, United Way of Coastal Fairfield County, at

Diversity & Inclusion

United Way of Coastal Fairfield County strives to be a model of diversity and inclusion.  We respect, value and celebrate the unique attributes, characteristics and perspectives that make each person who they are.  We also believe that bringing diverse individuals together allows us to collectively and more effectively address the issues that face our communities.


di·ver·si·ty (d-vûrs-t, d-) n.: the quality of being different or unique at the individual or group level. This includes age; ethnicity; gender; gender identity; language differences; nationality; parental status; physical, mental and developmental abilities; race; religion; sexual orientation; skin color; socio-economic status; work and behavioral styles; the perspectives of each individual shaped by their nation, experiences and culture—and more.  Even when people appear the same on the outside, they are different!

in·clu·sion (n-klzhn) n.: a strategy to leverage diversity.  Diversity always exists in social systems.  Inclusion, on the other hand, must be created.  In order to leverage diversity, an environment must be created where people feel supported, listened to, and able to do their personal best.

Diversity and inclusion are core values for United Way of Coastal Fairfield County and for the entire United Way movement. Our commitment to be inclusive and respectful of all forms of diversity defines who we are as an organization and how we work. Beyond being the "right thing to do," diversity and inclusion make good business sense, allowing us to increase donor engagement throughout a wider variety of communities. Meaningful diversity and inclusion efforts also increase employee and volunteer satisfaction, and create loyal, long-lasting relationships with those who champion the United Way movement.


We aspire to involve every segment of the community in our work and to demonstrate our commitment to -- and accountability for -- an inclusive environment in which differences are recognized, respected, valued and celebrated.

Annually, all United Ways certify their adherence to standards that include comprehensive requirements for financial reporting, governance, ethics, diversity and operations. Specifically, United Ways must meet the following:

  • Tax-Exempt Status: We must 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.
  • Governance: We must be governed by an active, responsible, and voluntary board to ensure effective governance over the policies and financial resources of the organization. The board is responsible for United Way delivering on their mission to advance the common good.
  • Ethics: We must follow a code of ethics for volunteers and staff that include provisions for management, publicity, fundraising practices and full and fair disclosure.
  • Diversity: We must adopt policies/statements to ensure volunteers and staff members reflect the diversity of the community served.
  • Financial Accountability: We must undergo annual financial audits conducted by independent certified public accountants whose examination complies with generally accepted auditing standards. In addition, United Ways have developed comprehensive requirements for completion of audited financial statements to ensure consistency and transparency system-wide. These requirements are based on industry best practices and comport with generally accepted accounting principles. Smaller United Ways (with less than $100,000 in annual revenue) may undergo an independent financial review.
  • Public Reporting and Disclosure: We must file an IRS Form 990 in a timely manner and will provide the IRS Form 990 on their website, at their offices, or upon request.
  • Legal: We must comply with all applicable local, state, and federal operating and reporting requirements.