Annual Report and Financials


Annual Report

Our annual report is our way of communicating with the community about our stewardship of the important role we play in the region. It contains a description of the things we’ve done as well as financial information. We produce this report annually and make it available online for download, but as a cost-saving measure, we no longer print large quantities of the reports.

2016 - 2017 Annual Report

2015-2016 Annual Report

2014-2015 Annual Report

2013-2014 Annual Report


Financial Reports

Because you trust us with your gifts, we consider it our No. 1 responsibility to ensure that we are operating ethically, effectively and transparently.

Many people talk about “transparency” these days, but we do more than talk about it. In this section you will be able to find and download copies of our most recent audited financial report and our most recent tax filing (IRS Form 990*).

Audited Financial Report 2016-2017

IRS Form 990


Code of Ethics

United Way California Capital Region is committed to the highest ethical standards. Indeed, based on the trust placed in us to serve the public good, we have an obligation to act ethically.

Our success and reputation depend upon the ethical conduct of every staff, representative and volunteer. While no document can anticipate all of the challenges that may arise, the Code of Ethics communicates key guidelines and will assist us in making good decisions.