Finance & Administration:
The United Way system has developed comprehensive requirements for
completion of audited financial statements. They are intended to create
a uniform set of standards for all United Ways to follow in preparing
audited financial statements to ensure consistency and transparency on
the part of each United Way. 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. 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.
UWPV 2012 Form 990
UWPV 2011 Form 990
UWPV 2010 Form 990
Standard practices for year-end credit card processing
Standard practices for providing documentation on tax receipting
2013 Financial Statement
United Way of Pioneer Valley, along with People's United Bank, hosts a series of capacity building seminars and workshops for area professionals on a variety of topics including how to recruit and structure a Board of Directors, improving organizational health, fundraising in the current economy, and much more. The seminars also feature speakers and expert panels from local non-profit and for-profit organizations throughout the Springfield area. See below for a list of past seminars and click on the links to view the flyer.
November 2013 - "Philanthropy and the Economy"
April 2013 - "30,000 Foot Organizational Check-up"
November 2012 - "The Best Board Wins"