Financials and Reporting

United Way of Southwest Oklahoma is committed to accountability and transparency.

We are an independent 501(c)(3) organization founded and governed by local volunteers to help people in our community.
Tax-Exempt Status 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 by an active, responsible, and local voluntary governing board that ensures effective governance over the policies and financial resources of the organization.
Code of Ethics has been developed and adopted for all volunteers and staff that includes provisions for ethical management, publicity, fundraising practices and full and fair disclosure.
Financial Accountability demonstrated through an annual financial audit conducted by an independent certified public accountant whose examination complies with generally accepted auditing standards and GAAP. Additionally, the organization maintains a finance committee which routinely reviews financial performance and accountability issues. United Way of Southwest Oklahoma is also audited yearly.
Public Reporting and Disclosure each year by annually filing the IRS Form 990 in a timely manner and providing the IRS Form 990 on our website. 
Legal compliance with all applicable local, state and federal operating and reporting requirements (e.g., nondiscrimination, Sarbanes-Oxley Act, USA Patriot Act).
Support the United Way Network United Way of Southwest Oklahoma pays 1% of total annual campaign results to United Way Worldwide according to the membership investment formula and follows standards to use United Way's trademarks.


FY 2020


Annual Report

2019-2020 Annual Report


If you have any questions please contact Judy Dial.