2015-2016 membership application training · commonwealth of virginia campaign (cvc). commonwealth...
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2015-2016 Membership Application Training
Member Services,
United Way NCA
I. 2015-2016 Membership Eligibility Criteria
II. Membership Process and Timeline
III. Online Application
IV. Questions
Today’s Agenda
2015-16 Eligibility Criteria
• Local presence and programming
• Incorporated for 3 years or
longer (prior to Jan. 2012)
• Board of directors with at least
3 members, less than half
receiving any kind of
compensation
2015-16 Eligibility Criteria
• Provide most recent IRS Form 990 (or proforma 990)
• Total reported revenue of $50,000 or greater
• Overhead percentage of 35% or lower
2015-16 Eligibility Criteria
• Have a policy and demonstrate a practice of
non-discrimination as it relates to the operation of the
organization
• Must participate with United Way NCA in the CFC of the
National Capital Area and, if eligible, in the
Commonwealth of Virginia Campaign (CVC).
Commonwealth of
Virginia Campaign
Member Services Process and Timeline
OCT 27: Primary Rep is emailed
login instructions.
NOV 3: Online
Application Opens at 9:00 AM
DEC 3: Application
MUST be submitted by
5:00 PM
JAN 9: Applicants Notified of Approval or
Denial
JAN – FEB:
UWNCA submits CFC application on behalf of
approved members
JUL 1, 2015: Membership
begins
Online Application: Overview
• Logging In
• What’s New for 2015
• What’s returning from 2014
• Required Documents
• Common Mistakes To Avoid
Online Application: Logging In
• Visit: membership.unitedwaynca.org
• Log-in info is emailed the week of Oct 27
• Last year’s login will be active (use ‘forgot password’)
• Each person can create their own account
• Use ‘secret key’ to access an organization’s application
• More than 1 person can work on the same application
• 1 person can work on multiple applications
Online Application: Logging In
Online Application: Logging In
Online Application: First Glance
What’s New for 2015?
Grants Representative
• Will receive all CI grants information
• Replaces Secondary Contact
Beneficiaries Served
• List number of beneficiaries served by region
• What % of the beneficiaries that live below 50%
of the Area Media Income of $35,001?
What’s New for 2015?
2014 Programs Section
• Limited to top ten (10) programs
• Improved layout for data entry
CFC Participation
• We apply on your organization’s behalf to the
CFC of the National Capital Area
• Universal Giving lets you participate in all CFCs
What’s Returning from 2014?
Pre-populated Information
• Member information (EIN, phone, address, etc.)
• Contacts (except Grants Representative)
• Program names, regions served and beneficiary types
• CFC Taxonomy codes
• Non-discrimination policy
Review all information to ensure accuracy!
Required Documents: IRS Letter
Letter of Affirmation or Letter of Determination • Most recently received from the IRS with the current name
and address for the applicant organization
• Must have language granting your organization tax-exempt
status (26 U.S.C. 501(c)3) and include the EIN number
Chapters/Affiliates or Group Exemptions
• Requires additional documentation from parent and/or affiliate
• Instructions provide more information
Required Documents: Form 990
Most Recently Completed IRS Form 990 • Must be complete and the same as filed with the IRS
• Cover a fiscal period ending June 30, 2013 or later
• Be signed and dated by an officer of the organization
• Include all applicable statements and schedules (which are
checked off on pages 3 and 4)
If you filed a 990EZ or 990N (e-postcard):
• Must submit a complete Proforma 990 for same fiscal period
Required Documents: Proforma 990
Proforma 990
Must cover a fiscal period ending June 30, 2013 or later
Includes 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 only
• Page 9: Part VII, Statement of Revenue
• Page 10: Part IX: Statement of Functional Expenses
• Page 12: Part XI: Financial Statements and Reporting only
Must also submit a copy of the 990EZ or 990N that you filed
with the IRS
Online Application: Revenue & Overhead Percentage
(Management & General Expenses + Fundraising Expenses) X 100 = Overhead % Total Revenue
Required Documents: Audited Financial Statements
If IRS Form 990 (or Proforma) shows revenue of $100,000 or
more:
• Must submit audited financial statements covering the same
fiscal period as the IRS Form 990
• Including the signed letter from the CPA conducting the audit,
on the CPA firm's letterhead
• In compliance with Generally Accepted Accounting
Procedures (GAAP)
Reviews and compiled audits are not acceptable.
Required Documents: Names and DBA’s
If your organization goes by a name other than the Legal Name registered with the IRS:
• 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
If you have a new legal name, you must submit a new IRS Letter of Determination (and documentation of the change)
Avoid Common Mistakes!
• Submit early and before the deadline
• Name and address in application must match IRS docs
• Program descriptions and dates are brief and specific about
the actual services provided for the 2014 calendar year
• IRS Form 990 must be SIGNED and dated by officer
• Number of board members on page 1, line 3 matches number
of trustees listed on pages 7-8
• For EZ or N (postcard) filers: ensure all required sections of
the proforma are completed
• Call Member Services if you have questions
