ATTACHMENTE
STANDARDS OF ACCOUNTABILITY
United Way of Palm Beach County and funding partners are expected to adhere to the following standards.
Key Standards
Standard 1:The organization has tax-exempt status under IRS Code 501 (c) (3) and is incorporated as a nonprofit organization in the State of Florida.
Standard 2:The organization agrees to understand and comply with all applicable federal, state, and local laws, including laws governing agency operations and employment practices.
Standard 3:The organization must have an annual financial audit completed within six months of the end of the fiscal year by an independent certified public accountant in accordance with generally accepted accounting principles. The audit must present a clear financial statement of a well-managed operation. If the organization does not have an independent audit, (generally organizations with budgets less than $100,000) an approved fiscal agent must be identified.
Standard 4:The organization will provide equal access to services to all who qualify without discriminating based on race, religion, national origin, disability, gender, veteran status, sexual orientation, or age. This standard does not prohibit any organization from offering specific programs designed to meet the special needs of target populations based on age, gender, health or disability.
Standards
Standard 5:The organization has by-laws that determine: minimum and maximum number of board members; tenure of board members; officers; committees; quorum requirements, and that board members serve without compensation.
Standard 6:The organization is governed by a Board of Directors that: meets with a quorum at least four times per year; annually reviews the organization’s mission statement; annually reviews the organization’s by-laws; approves the annual budget; reviews financial statements at least quarterly. The organization will provide training to board on their roles and responsibilities.
Standard 7:Board policies state that Board Members must identify all conflicts of interest and may not participate in decisions affecting themselves or organizations they represent.
Standard 8:The organization will maintain appropriate administrative records and make those records available to authorized United Way representatives for review, including: annual budget; year-to-date financial statements; program outcomes. These records must reflect efficient administration.
Standard 9:The organization will maintain appropriaterecords of operational management and make those records available to authorized United Way representatives for review including; staff and volunteer training on their roles and responsibilities, table of organization, staff evaluation and staff turnover. These records must reflect a well-managed organization.
Standard 10:The organization will cooperate with other human service agencies in providing quality services to similar populations.
Standard 11: The organization will not discriminate on the basis of race, religion, national origin, disability, gender, veteran status, sexual orientation, or age in employment, promotion of personnel, election to the board of directors, or selection of volunteers or vendors.
By signing this form you are confirming that your Organization meets the above
Standards of Accountability.
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Executive DirectorBoard Chairperson