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10/25/2012
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United Way NCA Membership Application Training
October 25, 2012
I Membership with United Way NCA
Today’s Agenda
I. Membership with United Way NCAII. 2013-14 Membership Eligibility CriteriaIII. Application Process and TimelineIV. Online ApplicationV. Questions!
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Membership with United Way
Workplace GivingWorkplace GivingCombined Federal Campaign
Municipal Campaigns
Corporate United Way CampaignsCorporate United Way Campaigns
Commonwealth of Virginia Campaign
Membership with United Way
Community Impact GrantsCommunity Impact GrantsCompetitive Application Process
Must have one full year of membership
July – Septembery p
Awards Announced December
Regional and Impact Priorities
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Membership with United Way
Other Benefits of MembershipOther Benefits of MembershipWorkshops and Trainings
Volunteer Recruitment
Community EventsCommunity Events
2013-14 Eligibility Criteria•Local Presence and Services•Incorporated for at least 3 years
•Board of Directors with minimum of 3 members, less than half receiving any kind of compensation
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2013-14 Eligibility Criteria•Total revenue of $50,000 or
greatergreater
•Overhead percentage of 35% or lower
•Must participate with United Way NCA in four local CFC Way NCA in four local CFC campaigns and the Commonwealth of Virginia Campaign (CVC).
Commonwealth of Virginia Campaign
2013-14 Eligibility Criteria
P id t t IRS F 990 OR f IRS •Provide most recent IRS Form 990 OR pro forma IRS Form 990
•Conduct an in-house United Way campaign among nonprofit staff and stakeholders.
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Process and Timeline
Week of October 22,
2012 –Primary Rep received login instructions.
November 1, 2012 – Online Application Opens
December 5, 2012 –
Application MUST be
submitted by 5:00 PM
January 10, 2013 ‐
Applicants Notified of Approval or
Denial
Jan – Feb 2013 ‐ United Way submits
CFC applications on behalf of approved members
July 1, 2013: Membership year begins
On-line Application
•What’s New?•Logging In•Required Documents•Mistakes to Watch For•Mistakes to Watch For
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On-line Application – What’s New?Volunteer Coordinator Contact Info
On-line Application – What’s New?Program Information
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On-line Application – What’s New?Program Information
On-line Application – What’s New?Maximum Overhead PercentageMinimum Total RevenueMinimum Total Revenue
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On-line Application – What’s New?
•Pre-populated Information from 2012 Application•Pre-populated Information from 2012 Application• Member Information
• Contact Information
• Program Name and Regions Served
• Impact Areas
•No “Partnership Opportunities” Section
Online Application – Logging InKey and directions emailed the week of October 22Visit: membership.unitedwaynca.orgEach person needs their own account. Multiple people can
work on the same organization’s application. Last year’s login will be active / Use forgot password buttonM t t i ‘S t k ’ t i t ith i tiMust put in ‘Secret key’ to associate with an organizationOne person can work on the applications for multiple
organizations.
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Required Documents – IRS LetterMost Recently Received Letter of Affirmation or Letter yof Determination MUST HAVE:
• Language granting your organization tax-exempt status under 26 U.S.C. 501(c)3
• Your EIN Number• Current physical or mailing address for your organization• To request a new letter from the IRS: 1-877-829-5500
Chapters/Affiliates or Group Exemptions Require Additional Docs
Required Documents – Form 990
Most Recent IRS Form 990 for a fiscal year period ending June 30, 2011 or later MUST:
• Be complete and the same as filed with the IRS• Be signed and dated by an officer of the organization• Include all applicable statements and schedules (all that you
checked off on pages 3 and 4)checked off on pages 3 and 4)
If you file a 990EZ or 990N e-postcard, you must complete a pro forma 990.
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Required Documents – Pro Forma 990
The Pro Forma IRS Form 990 MUST:• Be for a complete fiscal period ending June 30 2011 or later• Be for a complete fiscal period ending June 30, 2011 or later• Include the following sections:
• Page 1: Items A-M; Part I lines 1-4 only; Part II (signature block)• Page 7-8: Part VII, Section A (compensation of officers, directors,
trustees, key employees, highest compensated employees and independent contractors)
• Page 9: Part VII, Statement of Revenueg ,• Page 10: Part IX: Statement of Functional Expenses• Page 12: Part XI: Financial Statements and Reporting
• You must also submit a copy of the 990EZ or 990N that you filed with the IRS
Required Documents - Audit
If your IRS Form 990 or Pro Forma 990 shows revenue of $100,000 or more:
• You must submit audited financial statements for the same period covered on the IRS Form 990
• A review is not acceptable• Must include the letter from the CPA conducting the audit, on
the CPA firms letterhead, with a signature.• Must be in compliance with Generally Accepted Accounting
Procedures (GAAP)
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Required Documents: Names and DBAs
If your organization goes by a name OTHER THAN the Legal Name on the IRS Letter of Determination
• Provide the certificate showing the ‘Doing Business As (DBA) or Trade Name from the state of incorporation
• Maryland – Department of Assessments and Taxation• Virginia – State Corporation Commission• District of Columbia – Department of Consumer and
Regulatory Affairs
Common Mistakes Handout Provided:
• Name and Address match IRS Letter• Program descriptions are for 2012 and are brief and specific
about services provided.• 990 is SIGNED!• Number of board members on page 1 matches number listed
on page 7-8. • EZ or N Filers: All required sections of the pro forma are
complete!
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Additional ResourcesYou can reach us at any time:
Phone: 703-549-4448 (Option 1)
Email: membership@uwnca.org
Fax: 202-261-2622
Our New Mailing Address:Our New Mailing Address:1577 Spring Hill Road
Suite 420Vienna, VA 22182
www.unitedwaynca.org/pages/applying-for-membership
Thank You!
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