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Accountability and Transparency

Financial accountability and transparency are at the heart of United Way of Santa Rosa County's ability to inspire trust and confidence in donors and communities. Financial management policies and procedures reflect established accounting practices. Effective internal controls are in place. Funded organizations are required to meet United Way’s standards of accountability, transparency, evaluation, diversity, and ethical behavior.

An annual audit is conducted by an independent certified public accounting firm and is reviewed by United Way of Santa Rosa County's volunteer board of directors. The board reviews and approves the annual financial plan and budget in addition to reviewing the actual revenue and expenses of UWSRC compared to the financial plan at each board meeting. The board approved a code of ethics for both staff and volunteers, which includes provisions for ethical management, conflict of interest, publicity, fundraising practices, and full and fair disclosure. 


Confidential information is held in the strictest confidence and not sold, transferred, published, disclosed, displayed or otherwise make available to any third parties. UWSRC uses its best efforts to protect the confidentiality of all such information consistent with the manner in which they protect its most confidential business information.

990 Federal Tax-Exempt Documents

2016-17 Annual Report

2016 Compilation Report

2016 Form 990

2015 Form 990

2014 Form 990

2013 Form 990