United Way Quarterly Report

Welcome to our partner agency quarterly report form. As a valued partner agency, your input is crucial to our ongoing efforts to achieve our shared goals. We understand the importance of transparency and accountability in our partnership, which is why we require all partner agencies to complete this report every quarter. By providing us with comprehensive and accurate information, you enable us to better evaluate our progress, identify areas for improvement, and work together to achieve our common objectives. We appreciate your commitment to our partnership and look forward to receiving your completed report.

Please keep in mind that Quarterly Reports are due on the following dates:

First Quarter Report – Due April 15 (contains information for January, February and March)

Second Quarter Report – Due July 15 (contains information for April, May and June)

Third Quarter Report – Due October 15 (contains information for July, August and September)

Fourth Quarter Report – Due January 15 (contains information for October, November and December)

Please complete the questionnaire below as accurately as possible.  

Please list the total units of service and UNDUPLICATED number of clients to date.
Please attach your agency's quarterly budget form. You may use this form template or your may use your own.
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