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United Way HAS MOVED! Our NEW address is 650 East Avenue, Suite 200, Erie, PA 16503


The United Way system has developed comprehensive requirements for completion of audited financial statements. The requirements are based on current best practices in our industry as well as generally accepted accounting principles and requirements of the Financial Accounting Standards Board.

Click here to view a copy of our most recent complete audited financial report. The United Way system has also developed requirements for completion of the IRS Form 990 that clarify various areas of ambiguity and establish a single United Way standard for the 990 where the IRS allows for several different approaches.


At United Way of Erie County, we know our success is measured by how well we deliver on our mission to make measurable improvements in our community. We also know the importance of setting high standards for ourselves and for our local partners.

On an annual basis, United Way of Erie County completes a thorough self-evaluation to ensure it meets the following requirements:

  • Be tax-exempt under Section 501(c)(3) of the Internal Revenue Code as well as corresponding provisions of other applicable state and local laws or regulations.
  • File the IRS Form 990 annually in a timely manner and submit a copy to United Way of America.
  • Comply with all other applicable legal local, state, and federal operating and reporting requirements (e.g., nondiscrimination, Sarbanes-Oxley Act, USA Patriot Act).
  • Have an active, responsible, and voluntary governing body, which ensures effective governance over the policies and financial resources of the organization.
  • Ensure volunteers and staff broadly reflect the diversity of our community.
  • Adhere to a locally developed and adopted code of ethics for volunteers and staff which includes provisions for ethical management, publicity, fundraising practices, and full and fair disclosure.
  • Undergo an annual audit conducted by an independent certified public accountant whose examination complies with generally accepted auditing standards and GAAP.
  • Conduct every three years a volunteer-led self-assessment of our community impact work, financial management, and organizational governance and decision making.
  • Annually submit to United Way of America a report of the total resources generated (annual fundraising campaign plus other resources such as in-kind donations and proceeds from special events). This report must be completed according to a policy that ensures an accurate, unduplicated national accounting for the United Way system.
  • Biennially submit to United Way of America a report on our income and expenses.

United Way of Erie County's most recent complete audited financial reportUnited Way of Erie County's most recent 990United Way of Erie County's 2021 ANNUAL REPORT

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