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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 17-18 Audited Financials

FY 17-18 Form 990

FY 16-17 Audited Financials

FY 16-17 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


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.