TAX-EXEMPT STATUS
United Way of Southwest Virginia is a charitable organization tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Our EIN is 54-0739250.
FINANCIAL ACCOUNTABILITY
United Way of Southwest Virginia undergoes annual financial audits conducted by independent certified public accountants whose examination complies with generally accepted auditing standards. Our most recent financials were completed before EO and United Way of Southwest Virginia reorganized and can be found here.
PUBLIC REPORTING & DISCLOSURE
United Way of Southwest Virginia must file the Internal Revenue Service (IRS) Form 990 in a timely manner and will provide the IRS Form 990 on their website, at their offices, or upon request. Form 990 is the 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. Information contained in the form includes a summary of the organization’s activities, assets, receipts, expenditures, and compensation of directors, officers, and certain employees. To view our most recent IRS Form 990, click here.
GOVERNANCE
United Way of Southwest Virginia is governed by an active, responsible, and voluntary governing board to ensure effective governance over our policies and financial resources of the organization. To view a complete listing of our board members, click here.
CODE OF ETHICS
United Way of Southwest Virginia’s volunteers, employees and representatives have a responsibility to uphold the highest ethical standards. We believe these standards go beyond compliance with laws and regulations — calling us to fulfill higher obligations as stewards of the public trust. United Way of Southwest Virginia’s Code of Ethics, which also includes our Conflicts of Interest Policy, sets forth standards and responsibilities toward this end. The Board of Directors approves the code annually and each board member is required to personally certify their compliance to it.
Diversity, Equity, and Inclusion & Anti-Racism Statement
United Way of Southwest Virginia strives to always be diverse, equitable, and inclusive. We seek to represent and advocate for all who make up our community. Our organization employs and promotes individuals, recruits volunteers, and partners with programs that inclusively support the diversity across our region.
In all levels of staff and governance, United Way of Southwest Virginia is dedicated to greater diversity within the organization and to providing equal opportunity, without regard to race, religion, skin color, gender, national origin, ethnicity, sexual orientation, gender identity, physical or mental abilities, genetic information, pregnancy, disability, age, family or marital status, veteran status and socio-economic status or other characteristics protected by applicable law. United Way of Southwest Virginia works to address equity and build greater opportunity for all community members. We unequivocally stand against racism and ethnic discrimination. We acknowledge that racism and ethnic discrimination have contributed to inequities in opportunities. United Way of Southwest Virginia strives to engage community members, especially those whose voices have traditionally been marginalized. We work with residents and public and private partners to create solutions that ensure everyone has the resources, support, opportunities, and networks they need to thrive. We commit to leveraging resources to create more equitable communities.
We believe that each United Way of Southwest Virginia community member, donor, volunteer, advocate, and employee must have equal access to addressing community issues. We recognize that we have the role, responsibility, and opportunity to partner with individuals and organizations throughout our region to close equity gaps.
COUNTER-TERRORISM LAWS
United Way of Southwest Virginia is in compliance with the spirit and intent of the U.S. Patriot Act and other counter-terrorism laws. Affirmative action is taken to prevent technical, in-kind, or other resources from inadvertently being used for illegal acts and terrorist activities.
WHISTLEBLOWER POLICY
The purpose of the Whistleblower Policy is to provide a way for staff and volunteers who believe inappropriate financial transactions, harassment or discrimination are occurring within United Way of Southwest Virginia to report such action to those in authority and be protected for doing so.
DOCUMENT RETENTION POLICY
The Sarbanes-Oxley Act addresses the destruction of business records and documents and turns intentional document destruction into a process that must be carefully monitored. It is the purpose of this policy to will eliminate accidental or innocent destruction. In addition, it is important for administrative personnel to know the length of time records should be retained to be in compliance.
DONOR PRIVACY POLICY
United Way of Southwest Virginia will safeguard the privacy of all contributors. Information about donors to United Way of Southwest Virginia will be held in strict confidence. All information regarding donor gifts, names, addresses, or any other information shall be held by staff and volunteers in a confidential manner. No lists will be provided or sold for any reason.
